- Zions Bancorporation (San Francisco, CA)
- …and practices. **Essential Functions:** + Responsible for managing and servicing a portfolio of existing loan relationships. + Responsible for expanding and ... Market Excellence Awards. We are looking for a seasoned ** Portfolio Managerin San Francisco, CA** . This role focuses...portfolio . + Assists bankers with new and existing loan requests and other special projects. + Other duties… more
- Banc of California (Santa Ana, CA)
- …with referral sources, centers of influence, etc. + Structures credits jointly with Loan Portfolio Managers. + Operates computer terminal or personal computer to ... and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California… more
- Enterprise Bank & Trust (San Diego, CA)
- …Supervisor is responsible for maintaining overall compliance of the existing SBA loan portfolio . **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Handle all servicing ... are current and properly maintained. + Assist with follow up on any delinquent loan accounts. + Conduct post-closing audit to comply with credit display and loan… more
- US Bank (San Francisco, CA)
- … credit quality with a Relationship Manager to manage assigned relationships and loan portfolio (s). Basic Qualifications - Typically a Bachelor's degree, or ... Analyzes financial data and prepares comprehensive written analyses, analyzes portfolio credit quality, assists the Relationship Manager in presenting credit… more
- US Bank (San Diego, CA)
- …in addition to having the ability to manage and grow a large, complex loan portfolio . Candidate will be responsible for growing revenue by successfully ... - Advanced knowledge and experience in commercial real estate loan origination and portfolio management. - Proven...in commercial real estate loan origination and portfolio management. - Proven business development and strategic management… more
- US Bank (San Diego, CA)
- …The successful candidate should have prior experience in originating or monitoring a commercial loan portfolio consisting of loan products backed by the ... in the credit analysis process by helping evaluate a particular credit or a portfolio . The Credit Analyst will use such tools to compare and evaluate possible… more
- Zions Bancorporation (San Diego, CA)
- …in **San Diego, CA** . CB&T's Business Lending Services (BLS) team provides both loan underwriting and portfolio management support for our Core Branch Banking ... throughout the state and multiple teams that consist of Portfolio Managers, Credit Advisors and Credit Analysts at all...for learning and career development, exposure to various commercial loan products, and understanding the entire loan … more
- US Bank (Beverly Hills, CA)
- …+ Obtain credit approval on loans within assigned limits and manage both loan and portfolio credit quality. + Provide appropriate credit structure ... (circle of influence) base + Proactively manage an assigned portfolio of clients by staying on top of all...Industrial experience - Experience managing complex credit structures and loan requests larger than $2.5MM - Experience working with… more
- Tomo Credit (San Francisco, CA)
- …budgeting and forecasting process. + Prepare weekly & monthly financial and loan portfolio reports with associated commentary and participate in meetings ... with stakeholders. + Develop financial models and ad hoc analysis to support strategic decisions. + Manage the vendor contract database to ensure accuracy and validity and work alongside business units to update accordingly. + Perform routine and ad-hoc… more
- US Bank (Rancho Cucamonga, CA)
- …and expanding existing customer relationships. Approves loans within assigned limits, manages loan and portfolio credit quality, sources prospects and develops ... new customer relationships. Provides financial advice to customers and sells appropriate bank products and services to those prospects and clients and makes appropriate referrals. Basic Qualifications - Bachelor's degree, or equivalent work experience - Three… more