- Bank of America (San Francisco, CA)
- …managing end-to-end processes involving credit underwriting, ongoing monitoring, and portfolio management of financing, treasury management, and traded products ... facilities. + Creation of credit approval documents for new, renewed and amended loan , trading and GTS facilities, and their processing through the bank systems of… more
- Citigroup (San Francisco, CA)
- …of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio ... using firm models and research + Master referral opportunities to grow portfolio + Refer opportunities to segment partners where appropriate (including, but not… more
- BMO Financial Group (San Ramon, CA)
- …accountability to effectively sell, fulfill, and service new and existing individual or portfolio of loan products and improve the customer and dealer ... + Oversees the development of business analytics and insights (eg, portfolio profitability tracking, customer analytics, revenue forecasts, operations metrics, trend… more
- PNC (Los Angeles, CA)
- …transactions at any level of complexity or in management of a portfolio as assigned. Interacts with internal/external customers. Provides recommendations for credit ... ratings, by analyzing credit, collateral strength and financial worthiness of loan /transaction parties. If relevant, performs ongoing credit risk management for… more
- Amalgamated Bank (Pasadena, CA)
- …recommendations to credit committee and monitoring, and managing the credit portfolio . Essential Job Functions: + Analyze borrower's financial position by ... and credit analysis. + Perform covenant(s) compliance and manage the portfolio + Assist in early identification, classification and management of impaired… more
- Citigroup (Downey, CA)
- …of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio ... using firm models and research . Master referral opportunities to grow portfolio . Refer opportunities to segment partners where appropriate (including, but not… more
- SMBC (Encino, CA)
- …discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Our mission is to be "the bank ... Services, International Services **JOB SUMMARY:** Reporting to the Branch Service Manager and under the general supervision of the Assistant Branch Service… more
- Vontier (CA)
- …and execution of the regional diagnostics sales plan along with the regional manager . You will also work with the distributor network to conduct key selling ... + Travel Requirement - 15%+ with overnights at discretion of Program Manager + Working with the District Managers, schedule and conduct sales presentations… more
- MUFG (San Francisco, CA)
- …who will be responsible for: 1) Maintaining and servicing existing portfolio as Marketing Officer ("MO"). 2) Supporting corporate banking business operations ... face customers to conduct daily corporate banking operations, including the boarding of loan and deposit products, in line with various bank policies and procedures… more
- Bank of America (San Francisco, CA)
- …working with the Credit Officer in a specific market and is assigned a portfolio of clients. The SUW/UW is typically an individual contributor who reports to a ... CREB Senior Credit Product Manager . However, the SUW/UW pairs with a Credit Officer...and Regulations + Legal Structures and Legal Forms + Loan Structuring + Prioritization **Shift:** 1st shift (United States… more