- Wells Fargo (Pasadena, CA)
- …+ Strong expertise in loan origination, portfolio monitoring, financial modeling, credit underwriting, and risk analysis for complex commercial businesses. + ... this role:** Wells Fargo is seeking a Commercial Banking Portfolio Manager for clients with annual revenue...compliance requirements. + Familiarity with the Bank's software and credit risk management tools. + Bachelor's degree… more
- BMO Financial Group (Newport Beach, CA)
- Come join our amazing team! We are currently searching for a Senior Commercial Portfolio Manager to join our team in the Emerging Middle Market, Pac Rim ... summary in conjunction with the Relationship Managers and Credit Manager to address all material aspect...of the request. + Supports management of the Relationship Manager portfolio by addressing covenant violations, completing… more
- Citizens (Los Angeles, CA)
- …and make an impact. Within this role, you will be responsible for effective credit and risk administration. Additionally, you are responsible for adherence to ... Furthermore, you should be equipped to oversee financial analysis and modeling, risk evaluation, and ongoing portfolio maintenance activities. Lastly, you will… more
- SMBC (Sacramento, CA)
- …Services **Role Description** As part of the Diversified Industries vertical, the Sr. Portfolio Manager will play a crucial role in the execution of ... and in developing, recommending, implementing, and monitoring the loan portfolio , and manage risk consistent with the...loan officers within the department in coordination with the Portfolio Manager Team Lead. + Performs duties/special… more
- City National Bank (Los Angeles, CA)
- …creative ways to structure credits ensuring that transactions are within profitability and portfolio risk standards. Authors credit approval memorandum. * ... diligence and background evaluation is complete and thorough before Credit Risk Recommendation ("CRR") is submitted. WHAT...Attends client meetings at Relationship Manager , Team Manager , or Credit Manager 's request… more
- UMB Bank (Sacramento, CA)
- As the ** Portfolio Manager - BBBLC** **,** you will...need to be taken. + You will provide specialized risk guidance and advice on existing portfolio of ... for assisting Business Banking and Practice Finance officers in the portfolio management activities (generally loans over $500,000) that are reviewed, decisioned… more
- UMB Bank (Sacramento, CA)
- …(generally large and moderately complex loans). Will manage assigned credit portfolio , manage the associated credit risk , and identify opportunities ... **Commercial Portfolio Manager II-Food, Beverage & Agribusiness**...on multiple asset classes and preparation of pricing and risk rating models suitable for each credit … more
- Intuit (Mountain View, CA)
- …understanding of lending products (consumer/SMB loans, lines of credit , trade credit ), credit risk principles, underwriting, and regulatory compliance. ... powers prosperity for the people and communities we serve. With TurboTax, Credit Karma, QuickBooks, and Mailchimp, we solve our customers' most critical financial… more
- Zions Bancorporation (Los Angeles, CA)
- … analyst experience** . This role will focus on supporting lenders in credit analysis tasks and managing existing loan portfolio . **Essential Functions:** + ... such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc. + Keeps informed of… more
- US Bank (Newport Beach, CA)
- …skills and discover what you excel at-all from Day One. **Job Description** The Portfolio Manager partners with Relationship Managers to successfully manage a ... all types of credit account exposure, managing an assigned credit portfolio , successfully closing new business relationships and expanding existing… more