- BMO Financial Group (San Ramon, CA)
- …and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank ... new, renewal and extension loans within delegated authority. + Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and… more
- BlackRock (San Francisco, CA)
- …& Solutions - Custom Models Solutions team. The team works alongside Portfolio Managers and focuses on commercializing model portfolios for Financial Advisors and ... portfolios. Through CMS, advisors can tap into BlackRock's industry leading model portfolio investment framework to build a differentiated suite of custom model… more
- Zions Bancorporation (Chino, CA)
- …Small Business & Middle Market Excellence Awards. We are looking for a seasoned ** Portfolio Managerin Los Angeles or Orange County, CA** . This role focuses on ... expanding, building, and maintaining a portfolio of corporate banking loan relationships **Essential Functions:** + Responsible for managing and servicing a … more
- Zions Bancorporation (San Francisco, CA)
- …Business & Middle Market Excellence Awards. We are looking for a seasoned ** Portfolio Managerin San Francisco, CA** . This role focuses on identifying appropriate ... and practices. **Essential Functions:** + Responsible for managing and servicing a portfolio of existing loan relationships. + Responsible for expanding and building… more
- Allied Universal (Glendale, CA)
- …/ Studio Background + Law enforcement Background Allied Universal(R) is hiring a Client Manager . As a Client Manager , you will build long term meaningful client ... front-line employees that deliver our security services throughout a designated portfolio . By promoting strong employee engagement, you will drive operational… more
- US Bank (Newport Beach, CA)
- …you excel at-all from Day One. **Job Description** **_Position Highlights_** + Manages portfolio risk by ensuring timeliness and accuracy of all credit actions, by ... and ongoing training to existing and new ARMs, keep existing portfolio audit-ready and allocates resources where needed **_Basic Qualifications_** + Bachelor's… more
- Banc of California (San Diego, CA)
- …third-party reports such as property appraisals. + In conjunction with Relationship Manager , involved in drafting loan documents prepared by outside law firm or ... exams. + Completes Problem Loan Status Reports (PLSRs) with guidance from manager . + Responsible for ongoing proactive and correct identification and monitoring of… more
- Banc of California (Escondido, CA)
- …business owners and/or sponsors, and/or operators. + In conjunction with Relationship Manager , involved in reviewing loan documents prepared by outside law firm or ... exams. + Completes Problem Loan Status Reports (PLSRs) with guidance from manager . + Provide ongoing monitoring of the borrower's financial health, collect &… more
- BlackRock (San Francisco, CA)
- …and other institutional investors. **Role and Responsibilities** We are looking for a portfolio manager to join our US transition management team. The Transition ... desired allocations. A transition can be anything from a manager change to a full-scale plan merger. We deliver... Portfolio Manager is one of two functions... Portfolio Manager is one of two functions that co-own successful… more
- Intuit (San Francisco, CA)
- …+ Lead the development and execution of strategies to determine the ideal funding mix for the business, ensuring optimal allocation across structures to meet the ... company's risk-return objectives and drive long-term success. + Spearhead development of models and tools to forecast funding needs and proactively engage investors or amend agreements. + Manage contract negotiations with originating bank partners for all… more