- US Bank (Beverly Hills, CA)
- …credit approval on loans within assigned limits and manage both loan and portfolio credit quality. + Provide appropriate credit structure recommendations ... (circle of influence) base + Proactively manage an assigned portfolio of clients by staying on top of all...Prior Commercial & Industrial experience - Experience managing complex credit structures and loan requests larger than $2.5MM -… more
- Citigroup (Los Angeles, CA)
- …strategy. Leads others by example through demonstrating competence in both credit and traditional commercial banking products. Responsibilities: + Ability to earn ... new client relationships through prospecting efforts, including earning credit and other commercial banking products + Calls on clients and prospects to deepen… more
- JPMorgan Chase (San Francisco, CA)
- …prospecting for new clients and deepening relationships with existing clients + Manage credit opportunities within assigned portfolio up to $40 million + Utilize ... products and solutions tailored to the financial needs and circumstances of Not-for-Profit clients + Manage a portfolio of 50-65 clients; grow portfolio by… more
- JPMorgan Chase (San Francisco, CA)
- …responsibility will be new client acquisition and maintaining and deepening a portfolio of relationships. You will work both independently and collaboratively to ... + Acquire new clients and maintaining and deepening a portfolio of relationships. + Act as the interface between...and Skills:** + Five plus years of lending or credit support related experience with a focus on business… more
- Citigroup (San Francisco, CA)
- …range of financial products and services, including consumer banking and credit , corporate and investment banking, securities brokerage, transaction services, and ... in Citi's Commercial Bank. The key duties include ownership of a portfolio of existing clients, originating and winning new opportunities, defending existing… more
- JPMorgan Chase (Los Angeles, CA)
- …solutions. As a key member of the team, you be responsible for a portfolio of clients and will drive the end-to-end client experience. Job Responsibilities + Drive ... solutions to clients; Collaborate with client service, compliance, operations, technology, risk, credit , legal in order to optimize delivery. + Stay current on all… more
- JPMorgan Chase (San Francisco, CA)
- …roundtables, industry conferences, webinars, and professional media platforms + Manage the non- credit risk for customer portfolio and monitor and enhance ... and negotiation skills + Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy +… more
- JPMorgan Chase (Irvine, CA)
- …among clients and prospects in the fast-growing and dynamic Innovation Economy portfolio , which is comprised of Technology, Disruptive Commerce, Life Sciences and ... and quantitative skills **Preferred Qualifications, Capabilities and Skills** + Credit training preferred, with experience financing overseas operations and… more
- Citigroup (Monterey Park, CA)
- …achieve personal/branch goals + Develop and execute integrated sales, relationship, and credit strategies that are aligned with the Retail Bank's priorities, execute ... plan to achieve expected goals in all business categories + Support portfolio growth by identifying opportunities to deepen relationships and increase client… more
- JPMorgan Chase (Palo Alto, CA)
- …modernization. **Job Responsibilities:** + Cultivates cross sell business opportunities within the portfolio by aligning with RM teams and the Banker and Treasury ... risk management protocols and adhering to regulatory requirements. Works directly with Credit , Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your… more