- City National Bank (San Diego County, CA)
- *PORTFOLIO MANAGER III- Middle Market * WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the long-term ... goals and risk management practices, including underwriting all types of credit exposures, managing credit risk , and responding to prospective… more
- Bank of America (San Francisco, CA)
- …strategic solution for the client or prospect. This role reports to the Commercial Credit Manager or Executive and will be aligned to an underwriting team ... and strong deal flow from large cap and middle market companies. Experience with FinTech companies is preferred. **Responsibilities:**...and manages the legal documentation process + Leads the credit and risk approval processes + Builds… more
- Bank of America (Los Angeles, CA)
- …Assets Group and Risk as appropriate + Participates in Regional and Market meetings to communicate credit delivery best practices and results **Skills:** + ... client or prospect. This role reports to the Commercial Credit Manager or Executive and will be...be aligned to an Underwriting Team that supports the market . **Responsibilities:** + Collaborates with Client Management teams to… more
- Intuit (Mountain View, CA)
- …Pay and Capital to these small businesses with expanding scope in the Mid- Market segment, serving large size customers. We require a strategic leader to manage and ... develop a team of Financial Risk Analysts that can serve the needs of the...and external relationships, including internal and external audit, external credit agencies, regulators to ensure accurate and timely information.… more
- Bank of America (Orange, CA)
- …Solutions Advisory + Customer and Client Focus + Referral Identification + Risk Management + Client Experience Branding + Credit Documentation Requirements ... Credit Solutions Advisor - Lincoln/Tustin Orange, California **To...products. Job expectations include effectively balancing sales performance, operational risk , and client relationship care. This position is subject… more
- BMO Financial Group (Newport Beach, CA)
- …a comprehensive credit summary in conjunction with the Relationship Managers and Credit Manager to address all material aspect of the request. + Supports ... Analytical Thinking + Loan Structuring + Regulatory Compliance + Portfolio Management + Credit Risk Assessment + Banking Operations + Microsoft Office Advanced… more
- PNC (Los Angeles, CA)
- …to the company's success. As a Field Exam analyst within PNC's Business Credit organization, you will be based in on of the following locations: Pittsburgh, ... borrower's financial records, collateral and operational processes to help assess risk . You will prepare reports of findings and provide recommendations that… more
- Banc of California (Santa Ana, CA)
- …banks focused on providing banking and treasury management services to small, middle- market , and venture-backed businesses. Banc of California offers a broad range ... individual with strong background and understanding of BSA, AML, Governance, Risk and Compliance applications, proven track record of partnering with business… more
- BMO Financial Group (Sacramento, CA)
- …+ Product Knowledge + Regulatory Compliance + Structuring Deals + Portfolio Management + Credit Risk Assessment + Project Management + Customer Service + Problem ... management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards. + Develops market strategies to align… more
- BMO Financial Group (San Ramon, CA)
- …Product Knowledge + Regulatory Compliance + Structuring Deals + Portfolio Management + Credit Risk Assessment + Customer Service + Stakeholder Management + ... economy, a sustainable future, and an inclusive society. The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will… more