- UNUM (Sacramento, CA)
- …contribution + Mental health support + Career advancement opportunities + Student loan repayment options + Tuition reimbursement + Flexible work environments **_*All ... a simple, modern and personal customer experience + Initiate and execute Portfolio Assessments that leverage economic modeling; accountable to deliver a high return… more
- Otsuka America Pharmaceutical Inc. (Sacramento, CA)
- …generation and pre-launch planning. The individual will also contribute to portfolio planning and business development assessments, ensuring that Otsuka makes ... of commercialization strategies for pipeline assets, ensuring alignment with long-term CNS portfolio objectives. Partner with R&D and Global Marketing to ensure the… more
- Comerica (Costa Mesa, CA)
- …BankingThe Relationship Manager role will be responsible for new business development, portfolio management and underwriting to support the needs of the group. This ... customer relationships, new business, and periodic review of existing loan arrangements. Negotiate proper loan structures, selling...lending experience + 3 years of experience managing a portfolio of clients + 3 years of financial sales… more
- Wells Fargo (Bellflower, CA)
- …operating cycle and how business products and services can support businesses in the portfolio + Ensure the overall success and growth of an assigned portfolio ... Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in...3+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual… more
- Comerica (San Francisco, CA)
- …BankingThe Relationship Manager role will be responsible for new business development, portfolio management and underwriting to support the needs of the group. This ... customer relationships, new business, and periodic review of existing loan arrangements. Negotiate proper loan structures, selling...lending experience + 3 years of experience managing a portfolio of clients + 3 years of financial sales… more
- Comerica (Sacramento, CA)
- …Middle Market The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the group. This ... customer relationships, new business, and periodic review of existing loan arrangements. Negotiate proper loan structures, selling...lending experience + 3 years of experience managing a portfolio of clients + 3 years of financial sales… more
- Columbia Bank (Irvine, CA)
- …guidelines exceptions (TGE), procedures and compliance regulations; and (4) accurate loan coding consistent with nature of the borrowing relationship and terms ... borrower financial performance in line with commercial and/or real estate loan documents; spreads financial statement and/or ensures required financial statements… more
- Columbia Bank (San Rafael, CA)
- …Responsible for branch P&L, achieving growth targets, managing the branch's portfolio , and carefully managing the branch's expenses. + Achieves consistent ... consumer lending, prior exposure to business lending + Manage deposit and loan portfolios including less complex consumer and business relationships. + Membership in… more
- US Bank (Los Angeles, CA)
- …role that provides operational and credit-related assistance to Relationship Managers, Portfolio Managers, and product partners. This position requires a working ... knowledge of credit and loan processes, strong attention to detail, and the ability...Functions: + Support ICG Banking activities, including covenant tracking/monitoring, loan onboarding, loan documentation, compliance reporting, annual… more
- City and County of San Francisco (San Francisco, CA)
- …affordability and physical viability of the City's publicly assisted affordable housing portfolio of over 28,000 units, providing funding for needed repairs and ... and correspondence. + invoicing, calculating accrued interest, collecting and processing loan payments. + affordable housing loan underwriting; + project… more