• Portfolio Manager II - Emerging Middle Market

    City National Bank (Los Angeles, CA)
    …goals and risk management practices, including underwriting all types of credit exposures, managing credit risk , and responding to prospective ... client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk . * Performance Monitoring: Performs portfolio management… more
    City National Bank (11/16/25)
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  • Portfolio Manager III-Affordable Housing

    City National Bank (Los Angeles, CA)
    …goals and risk management practices, including underwriting all types of credit exposures, managing credit risk , and responding to prospective ... client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk . * Performance Monitoring: Performs portfolio management… more
    City National Bank (11/08/25)
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  • Head of US Family Office and Firm Banking

    BMO Financial Group (Los Angeles, CA)
    …+ Bachelor's degree in Finance or related field, MBA preferred. + Extensive credit and risk expertise. + Expert knowledge and technical proficiency related ... specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending… more
    BMO Financial Group (12/05/25)
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  • VP, Portfolio Manager

    Banc of California (Escondido, CA)
    …asset-based lending, term loans, and commercial real estate loans. + Performs independent credit analysis and risk assessment of existing credit requests. ... and various other third-party reports such as property appraisals. + Prepare comprehensive credit packages and presentation for review by a credit more
    Banc of California (12/02/25)
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  • Underwriting Team Leader - Community Development…

    KeyBank (San Francisco, CA)
    …to team members. + Collaborate with business partners and cross-functional stakeholders including Credit Risk Management, Loan Servicing, Tax Credit and Loan ... and external stakeholders in written and verbal communications + Demonstrated credit risk analysis, underwriting, project management, and financial analysis… more
    KeyBank (12/02/25)
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  • Commercial Senior Portfolio Manager (Emerging…

    BMO Financial Group (Newport Beach, CA)
    …Analytical Thinking + Loan Structuring + Regulatory Compliance + Portfolio Management + Credit Risk Assessment + Banking Operations + Microsoft Office Advanced ... Relationship Manager portfolio by addressing covenant violations, completing annual review /renewals, and identifying opportunities. Analyzes credit information… more
    BMO Financial Group (11/14/25)
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  • CA-WA Private Mortgage Banker (SAFE)

    Wells Fargo (San Mateo, CA)
    …customers and company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational, Regulatory Compliance), ... offer mortgage loan products based on client needs + Review and analyze low to moderately complex financial and... and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan… more
    Wells Fargo (12/11/25)
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  • Senior Portfolio Banker / BMO Family Office…

    BMO Financial Group (Los Angeles, CA)
    …the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this ... specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending… more
    BMO Financial Group (10/04/25)
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  • VP, Portfolio Manager

    Banc of California (Escondido, CA)
    …to asset-based lending, term loans, and commercial real estate loans. * Performs independent credit analysis and risk assessment of new and existing credit ... Administration team to obtain due diligence information needed to underwrite the credit request, perform risk rating reviews, and/or monitor covenant compliance… more
    Banc of California (12/06/25)
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  • Senior Premier Banker

    Wells Fargo (Solana Beach, CA)
    …customers and company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational, Regulatory Compliance), ... and deepen existing relationships, through outreach and pre-planned appointments + Review and analyze moderately complex customer concerns for possible resolution… more
    Wells Fargo (12/13/25)
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