- Wells Fargo (Los Angeles, CA)
- …. **In this role, you will:** + In partnership with a senior portfolio manager , assist with portfolio management and credit underwriting ... will be part of a dedicated team responsible for underwriting and portfolio management within the software/technology vertical. Learn more about the career areas… 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
- JPMorgan Chase (Pasadena, CA)
- …have over 1,000 employees nationwide. CTL delivers fast, efficient and streamlined loan transactions to our clients, helping them build their commercial real estate ... portfolio for long term success. We pride ourselves on...ourselves on reliably providing our clients straightforward, competitively priced loan programs, which include fixed and adjustable rates, early… 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...limited to following up with the auditor, the project manager , and the financial consultant to ensure the audit… more
- Bank of America (San Francisco, CA)
- …San Francisco and will report to the national Transformative Healthcare Senior Credit Manager . The Credit Officer II (CO II) is a highly skilled resource, providing ... or prospect. This role reports to the Commercial Credit Manager or Executive and will be aligned to an...market. **Responsibilities:** + Manages the credit process for a portfolio of clients + Negotiates credit documentation + Leads… more
- Bank of America (Los Angeles, CA)
- …solution for the client or prospect. This role reports to the Commercial Credit Manager or Executive and will be aligned to an Underwriting Team that supports the ... with internal policies and procedures + Monitors assigned portfolios of client loan maturities and collaborates with Analysts to continuously recognize and address… more
- Amalgamated Bank (San Francisco, CA)
- …team. In this role, you will be responsible for developing and managing a portfolio of relationships as the principal relationship manager to our mission driven ... social advocacy clients. + Acts as the principal relationship manager for new and existing clients. + Develop and...the attainment of assigned goals including year over year loan , deposit, and non-interest income growth. + Identify, analyze,… more
- Bank of America (Newport Beach, CA)
- …the hiring of individuals with certain specified criminal history for the position:FDIC, Safe Act/ Loan Originators and FINRA. At Bank of America, we are guided by a ... practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you… 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
- PNC (Century City, CA)
- …little or no oversight. Exercises some exception and elevated approval authority. Prepares loan offerings for all types of transactions at any level of complexity or ... in management of a portfolio as assigned. Interacts with internal/external customers. Provides recommendations for credit structuring. Serves as subject matter… more