- City National Bank (Beverly Hills, CA)
- …Resolves client inquiries/complaints and identifies cross-selling opportunities by assessing deposit portfolio and client needs. Works directly with clients in all ... (eg, wires, new deposit accounts, checking and savings account activity, CDs, loan payments and advances, etc.). Provides clients with accurate, timely and extensive… more
- CalSTRS (Sacramento, CA)
- …public school educators and their families. The Investments Branch manages a portfolio that is broadly diversified into seven asset categories with assets totaling ... establishing collaborative relationships across a vast network of investment managers, portfolio companies and industry associations in order to maximize returns and… more
- Navient (San Francisco, CA)
- …student loans** - low rates, people-first service, and flexible payments. + **Student loan refinancing** - break free from high-interest rates or monthly payments. + ... by leveraging data science models and applying business overlays to project portfolio performance. + Monitor and analyze credit metrics across multiple loan… more
- Ford Motor Company (Sacramento, CA)
- …of target dealers for maintaining and acquiring retail, lease, wholesale, dealer loan , commercial and fee based product business. + Working with dealership ... Ford and Lincoln Protect program penetration. + Collaborate with the Portfolio Analyst to complete analysis of dealership operations and financial condition… more
- Bank of America (San Jose, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain ... deliver solutions **Skills:** + Business Development + Client Investments Management + Portfolio Analysis + Portfolio Management + Wealth Planning + Causation… more
- CalSTRS (Sacramento, CA)
- …team records, reports and analyzes activity related to CalSTRS investment portfolio as required by generally accepted accounting principles for all CalSTRS ... (FASB) and the Government Finance Officers' Association (GFOA) to CalSTRS' investment portfolio and accounting operations. The FA II will perform highly complex and… more
- Bank of America (Fresno, CA)
- …that supports the market. **Responsibilities:** + Manages the credit process for a portfolio of clients + Negotiates credit documentation + Leads the credit and risk ... structure solutions **Skills:** + Client Solutions Advisory + Financial Analysis + Loan Structuring + Risk Management + Underwriting + Account Management + Credit… more
- Truist (San Francisco, CA)
- …long-term profitable middle market relationships by offering a full range of loan , deposit, Capital Markets, Treasury, Risk Management and other fee-based services ... expanding existing client relationships. Focus on driving continual improvement in portfolio revenue growth and new production revenue. 3. Understand and contribute… more
- BMO Financial Group (San Ramon, CA)
- …to ensure client expectations are met or exceeded. + Advises clients on loan products, options, rates, terms and collateral requirements. + May advise business ... proper documentations for loans and cash management services. + Reviews loan applications and cash management service agreements for completeness and accuracy… more
- PNC (Los Angeles, CA)
- …related recommendations for improvement if necessary.Such reports are utilized by Portfolio Management to confirm the credit worthiness of the collateral securing ... the loan and to make informed credit decisions. + Communicates...recommendations as it relates to the collateral supporting the loan and/or issues and concerns that are raised during… more