- City National Bank (Irvine, CA)
- …client service, expansion of personal and new small business opportunities from the assigned portfolio , deposit and fee income growth, loan and line volume that ... for the day-to-day interaction and relationship management support of an assigned portfolio of high value and/or complex branch banking clients. In collaboration… more
- PNC (Calabasas, CA)
- …independent judgment to identify risks and mitigants, prepares and effectively recommends loan offerings based on scorecards, such as risk ratings, by analyzing ... credit, collateral strength and financial worthiness of loan /transaction parties and also may have limited approval and/or exception authority. Prepares offerings… more
- KeyBank (San Francisco, CA)
- …will also partner closely with critical enterprise stakeholders including Loan Servicing, Commerical Mortgage, Compliance, and Finance. The Underwriting Manager ... underwriting trend and business insights specific to the region's pipeline, portfolio , and clients. Assess underwriting risk and opportunities to recommend… more
- Wells Fargo (Los Angeles, CA)
- …will be part of a dedicated team responsible for underwriting and portfolio management within the software/technology vertical. Learn more about the career areas ... role, you will:** + In partnership with a senior portfolio manager, assist with portfolio management and...when relevant + Review credit agreements and other relevant loan documentation while assisting with legal diligence and negotiation.… more
- US Bank (Los Angeles, CA)
- …business. The PF RM will be responsible, broadly, for project finance loan origination and transaction execution while serving existing and new clients across ... The PF RM will be instrumental in executing on loan growth strategy which will require extensive collaboration with...Work closely with PF Business Development, Credit Risk and Portfolio Risk Management on term sheet approvals, credit approvals,… more
- City National Bank (Los Angeles, CA)
- …Managers and Loan Officers to support client onboarding and ongoing portfolio reviews. * Evaluate and verify insurance policies for commercial loan ... WHAT WILL YOU DO? * Evaluate and verify insurance policies for commercial loan clients to ensure adequate coverage and compliance with bank requirements. * Act… more
- PennyMac (Moorpark, CA)
- …Typical Day The Pre-Foreclosure Default Specialist is responsible for managing a portfolio of delinquent loans to ensuring compliance and accuracy before referring a ... loan for foreclosure. This role involves reviewing loan documents, preparing necessary notices, and coordinating with various groups, such as Loss Mitigation,… more
- Fifth Third Bank, NA (San Francisco, CA)
- …referrals. Meet standards and objectives defined by management for team mortgage loan sales and cross-selling objectives. Responsible for the overall production of ... the team and the day-to-day management of each Mortgage Loan Originator (MLO) inclusive of structuring loans, pricing, investment of marketing dollars, group… more
- City National Bank (Irvine, CA)
- …client needs. Provides responsive, quality service. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the ... portfolio assigned. This may be accomplished through active calling...problem solve or structure transactions. * Negotiates transactions; prices loan products within targeted rate of return; documents and… more
- BMO Financial Group (CA)
- Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of ... Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit … more