- Regions Bank (Pasadena, CA)
- …of the system. **Job Description:** At Regions, the Capital Markets Real Estate Portfolio Manager works within the Real Estate Capital Markets Project Finance ... indicators and assists with asset management and servicing of a real estate loan portfolio . The RECMPF Group is housed within the Capital Markets Group of… more
- Banc of California (Escondido, CA)
- …other third-party reports such as property appraisals. * In conjunction with Relationship Manager , involved in drafting loan documents prepared by outside law ... knowledge of appraisals, borrowing base reports, and collateral exams. * Completes Problem Loan Status Reports (PLSRs) with guidance from manager . * Responsible… more
- Zions Bancorporation (San Francisco, CA)
- …Client Satisfaction" in Small Business & Middle Market Excellence Awards. As a ** Portfolio Manager ** in our Strategic Specialty Lending Group, you'll play a ... growth and delivering sophisticated lending solutions. This isn't just portfolio management-it's about owning the process end-to-end, influencing deal structures,… more
- Intuit (Mountain View, CA)
- …where they'll be at the forefront of driving funding strategy and scaling our loan products to new heights. This is a high-impact role for an innovative trailblazer ... + Oversee the production of robust and transparent investor reports; review loan , credit, and performance data to ensure alignment with investor expectations. +… 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
- Citizens (Newport Beach, CA)
- …loan process. The Private Bank Lending Specialist - Residential supports the Relationship Manager with their loan portfolio with extraordinary care and ... ensuring a high level of quality control from the loan application through closing process. The Lending Specialist is...solutions. + Performs analysis of client's financials to determine loan eligibility. + After RM handoff, serves as main… more
- Sacramento Credit Union (Sacramento, CA)
- … loan underwriting, documentation management, payment processing, collateral control functions, loan portfolio reporting, administration of the loan ... TITLE: CONSUMER LENDING MANAGER DEPARTMENT: CONSUMER LENDING REPORTS TO: SR. VICE...the abilities to manage staff and provide management with loan portfolio performance and process measurement reporting… more
- Banc of California (Menlo Park, CA)
- …and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California ... resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The VP, Client Manager is responsible for owning all aspects of client retention for an assigned… more
- City National Bank (Irvine, CA)
- …THE OPPORTUNITY? This person is responsible for building and maintaining a profitable loan portfolio including selling related bank products and services. This ... and prevent potential financial liability/loss. * Works with Regional Manager , Credit Manager and Credit Administration to...the loan documentation process and closes the loan . * Expands portfolio and grows revenue… more
- Fifth Third Bank, NA (San Diego, CA)
- …loan originators to insure adherence to standards. + Serve as an intermediary for loan issues with processing manager and underwriting manager . + Perform ... Meet standards and objectives defined by management for personal mortgage loan sales and cross-selling objectives. Assume overall responsibility for the residential… more