- MUFG (Los Angeles, CA)
- …full services-based capabilities to MUFG's clients including origination, underwriting, and portfolio management , as well as syndicating and agenting ABL ... per week and work remotely the remaining day. **Overall Purpose of Job:** The Portfolio Management function within MUFG's ABF group is responsible for the… more
- JPMorgan Chase (Irvine, CA)
- …centric mindset + Utilize knowledge of business, finance, payment solutions, banking, credit , and risk management to identify, recommend, and promote solutions ... financial advice to your clients. A role as a Portfolio Banker is for you. As a Portfolio...Qualifications, Capabilities and Skills** + Bachelor's degree and formal credit training + Sales management , business development… more
- City and County of San Francisco (San Francisco, CA)
- …costs and improving service delivery. + Establish and formalize governance, project and portfolio management , and service delivery management . This includes ... SFO's Racial Equity Action Plan (https://www.flysfo.com/sites/default/files/Racial\_Equity\_Plan-4.06.2021-v19.pdf) . ITT Project Management & Delivery Director Under the administrative… more
- BMO Financial Group (San Francisco, CA)
- …level of Credit knowledge and skills and an in-depth level of Portfolio Management knowledge and skills according to the standards established within the ... a new dedicated centralized resource team focused on active portfolio exposure management . Team will work with...and industry information to determine appropriate capital structure and credit solutions. + Has earned high credibility with Risk,… more
- Cherry Bekaert (Sacramento, CA)
- …projects, NMTC placement and deployment assistance, and NMTC compliance and asset management services. The Director will oversee the Application and Strategic ... with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government...seeking funding from other funding programs, and expand the portfolio of clients. The Director will work… more
- Fifth Third Bank, NA (Los Angeles, CA)
- …elements of deal execution, idea generation and rating agency dialogue. Work with Portfolio Managers to support existing management of the current portfolio ... history and credit underwriting skills + Developed client relationships and management skills within esoterics ABS sector + Proven ability to pitch, win, and… more
- Comerica (Costa Mesa, CA)
- …and noncredit services + 7 years in combined lending portfolio , underwriting and credit experience + 3 years management experience + 5 years Credit ... and non-interest income; and managing direct expenses. Manage and maintain loan portfolio credit quality. Communicate appropriate loan policies and guidelines… more
- Wells Fargo (San Francisco, CA)
- **About this role:** Wells Fargo is seeking a Treasury Management Consulting Director within Global Payments and Liquidity as a part of Enterprise Functions. ... role, you will:** + Manage and develop a Treasury Management Consulting team of individual contributors and mangers in...track record in originating new sales and defending existing portfolio business + Experience in both traditional and emerging… more
- Umpqua Bank (CA)
- …and satisfaction. Reports to Market Director + Expert level underwriting, credit monitoring and portfolio management skills. Utilize existing ... Manager and/or Commercial Underwriter. (Required) + Expert knowledge of commercial underwriting, credit monitoring, and portfolio management . + Proven… more
- BMO Financial Group (San Ramon, CA)
- …to effectively sell, fulfill, and service new and existing individual or portfolio of loan products and improve the customer and dealer experience. Carries ... + Oversees the development of business analytics and insights (eg, portfolio profitability tracking, customer analytics, revenue forecasts, operations metrics, trend… more