- Bank of America (San Francisco, CA)
- …us! **Job Description:** This job is responsible for managing a national portfolio of Global Commercial Banking (GCB) FinTech relationships, working directly with ... the business. FinTech is a fast-paced work environment with a highly active portfolio and strong deal flow from large cap and middle market companies. Experience… more
- Zions Bancorporation (El Segundo, CA)
- …**Essential Functions:** + Responsible for managing and servicing a portfolio of existing credits, including monitoring borrower reporting requirements and ... credit/financial performance, providing portfolio profitability measures and updating risk grades. + Responsible for financial modeling and analysis, identifying key… more
- City National Bank (Beverly Hills, CA)
- …Approves transactions within delegated authority. 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 (Los Angeles, 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
- BRIDGE Housing Corporation (San Francisco, CA)
- …Reporting to an Assistant Controller, this position will be responsible for a portfolio of projects in various phases of predevelopment and construction. This will ... sources and uses/cash analysis prior to and post perm loan conversion + Works through deadlines involved in construction... conversion + Works through deadlines involved in construction loan closing + Prepare a catch all costs closing… more
- Wolters Kluwer (Sacramento, CA)
- …services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers ... relevant experience + Must have experience in the regulatory compliance, loan origination, fair lending, community reinvestment, loan documentation, and… more
- Intuit (Mountain View, CA)
- …execute our policies and procedures, and manage and reduce losses in our portfolio . You will help enhance our servicing system of record and other critical ... scale, and a proven track record of working with loan management systems, telephonic/SMS services, and other CRM tools...change. + Address systemic issues and edge cases across loan products and systems holistically: solve case by case,… more
- Wells Fargo (Woodland Hills, 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...2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual… more
- Comerica (La Puente, CA)
- …Middle Market The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the group. This ... and develop customer relationships, new business, and periodic review of existing loan arrangements. Negotiate proper loan structures, selling the Bank's credit… more
- MUFG (Menlo Park, CA)
- …public companies in the innovation ecosystem by evaluating, structuring and underwriting loan facilities and other credit exposures. We are seeking a VP level ... supporting transaction origination and credit analysis efforts. This includes loan structuring, navigating the credit approval process, and managing credit… more