- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager for clients with annual revenue of $25MM to $100MM supporting the ... various markets as part of the Commercial Bank. Learn more about the career areas and...experience, education **Desired qualifications:** + Experience with complex credit, underwriting , and debt structure for clients with annual revenue… more
- Citigroup (Los Angeles, CA)
- The Mid-Corp Relationship Manager is a strategic professional who closely follows the latest Consumer Retail trends, adapts them for application in covering clients ... dialogue with prospects, and understands the competitive landscape. The Relationship Manager is adept at understanding a client's financial performance and… more
- Banc of California (Arroyo Grande, CA)
- …term sheets, gathering appropriate information; perform analysis, due diligence, and underwriting of proposed commercial real estate loan requests. Review ... presentation of loan request. Guide credit request through review by division manager , and senior credit review officers. Assist loan administration through the… more
- HUB International (San Diego, CA)
- **POSITION SUMMARY:** The Account Manager will be primarily responsible for the ongoing management of commercial clients, retention of new and renewal clients, ... quotes. * Maintains industry knowledge of developing trends regarding carrier underwriting , appetite and pricing changes. Applies knowledge to negotiation of… more
- BMO Financial Group (San Francisco, CA)
- …consistent and centralized approach to governance and oversight of policies, procedures, and underwriting templates owned or used by BMO Commercial Bank. + ... including back-end administration and controls. + Communicates material policy, procedure, and underwriting template updates to BMO Commercial Bank. + Builds… more
- HUB International (Carlsbad, CA)
- …customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization ... needs and provide them with innovative solutions. Our Account Manager II ensures clients receive the service they need...preferred) + Have at least 5+ years of related commercial lines insurance experience + Managing the risks for… more
- HUB International (Newport Beach, CA)
- …role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what ... members **WHAT YOU BRING TO THE TABLE.** + 4+ years of related commercial insurance experience within a brokerage environment (Clean Energy experience preferred) +… more
- Bank of America (Sacramento, CA)
- …optimally integrated strategic solution for the client or prospect. This role reports to the Commercial Credit Manager or Executive and will be aligned to an ... Commercial Credit Officer Sacramento, California;Fresno, California **To proceed...Underwriting Team that supports the market. **Responsibilities:** + Manages… more
- Wells Fargo (Irvine, CA)
- …with a manager to manage deals from initial screening to underwriting handoff. + Assist in overseeing the client relationships when requested. + Accountable ... The Commercial Mortgage Production Associate within Multi Family Capital...templates and communicates preliminary sizing and pricing indications to manager and Group Head(s) based on business unit and… more
- Bank of America (Sacramento, CA)
- …(CO) and also approves complex credit transactions with some coaching from the CO/ Commercial Credit Manager (CCM). The UW leads the credit approval process ... Prioritization **Required Qualifications:** . 3+ years of solid experience in Commercial Banking performing financial analysis, structuring, underwriting and… more