- Wells Fargo (Carlsbad, CA)
- …complex activities, and guidance to others + Demonstrate expertise in all levels of underwriting and act as primary lead in Commercial Banking for complex ... **About this role:** This role is responsible for underwriting and portfolio management of credit facilities for...held companies covered by the Franchise Finance team within Commercial Banking. This role offers broad exposure to Mid-Corporate… 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 ... dialogue with prospects, and understands the competitive landscape. The Relationship Manager is adept at understanding a client's financial performance and… more
- HUB International (Newport Beach, CA)
- …needs and provide them with innovative insurance solutions. We are seeking an Account Manager to join our Commercial Lines team. This role works collaboratively ... 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… more
- HUB International (Encino, CA)
- **THE OPPORTUNITY:** The **Account Manager ** plays a vital role in supporting our clients with day-to-day account management, claims management, and underwriting ... BRING TO THE TABLE.** + 5 years of related commercial insurance experience within a brokerage environment + 3+...that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender… more
- HUB International (Encino, CA)
- …time off, a generous 401k plan and more! **THE OPPORTUNITY:** The **Account Manager ** plays a vital role in supporting our clients with day-to-day account ... management, claims management, and underwriting services that ensure they have what they need...BRING TO THE TABLE.** + 5 years of related commercial insurance experience within a brokerage environment + 3+… more
- Bank of America (San Francisco, CA)
- …impact. Join us! **Job Description:** This job is responsible for managing a national portfolio of Global Commercial Banking (GCB) FinTech relationships, working ... and conditions, leading the credit process from pitch through underwriting , approval, booking and closing, with a focus on...the client or prospect. This role reports to the Commercial Credit Manager or Executive and will… more
- HUB International (Carlsbad, CA)
- The Regional SBU Account Manager will provide professional, courteous account management and brokerage services to assigned clients. They have the primary ... and productive professional relationships with cognizant insurance carrier marketing, underwriting , and wholesaler staff, including a detailed familiarity with each… more
- HUB International (Fresno, CA)
- …customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization ... employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability… more
- City National Bank (Los Angeles, CA)
- …covenant compliance, and the preparation of quarterly and annual reports.) * The Commercial Real Estate Credit Solutions team provides underwriting and proactive ... *PORTFOLIO MANAGER III- AFFORDABLE HOUSING* WHAT IS THE OPPORTUNITY?...State, and Local Affordable Housing Programs to assist in underwriting and portfolio management efforts. Candidate to be able… more
- Amalgamated Bank (San Francisco, CA)
- …for developing and managing a portfolio of relationships as the principal relationship manager to our mission driven deposit and commercial clients. Your ... Socially Responsible Bank! Amalgamated Bank is seeking an experienced Commercial Banker to join our team. In this role,...social advocacy clients. + Acts as the principal relationship manager for new and existing clients. + Develop and… more