- Columbia Bank (San Jose, CA)
- Healthcare Relationship Manager Wealth Management San Jose, California Walnut Creek, California Addison, Texas Henderson, Nevada **Description** **About Us:** At ... Together for business. Together for better. **About the Role:** + The Relationship Manager plays a key role in expanding Columbia Bank's Healthcare Banking platform.… more
- HSBC (San Francisco, CA)
- …in this role: + Experience managing Technology Sector clients + Proven understanding of commercial lending and risk assessment + Ability to identify and meet ... we all share. The Vice President/Senior Vice President Technology Sector Relationship Manager serves as the go-to advisor for acquiring, retaining and growing Mid… more
- Citigroup (Los Angeles, CA)
- …Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to monthly advance servicing, project ... government agencies. Job Responsibilities: * Manage and service an active portfolio of multifamily rental construction transactions (eg, loans, bonds, and letters… more
- LTD Global (Livermore, CA)
- …experience is a plus. + Experience in the financial industry in a commercial lending or credit approval role may substitute for collections-specific experience. ... managing adversely graded loans within the Bank's classified loan portfolio . This includes secured and unsecured commercial ...workout experience. Experience in the financial industry in a commercial lending or credit approval role may… more
- City National Bank (Los Angeles, CA)
- …staff development needs and provides educational/training opportunities. * Assists the Credit Manager in departmental reporting of past dues, portfolio reviews, ... findings with the Relationship Manager and CBS Manager , where necessary. * Performs portfolio reviews...credit strategy. * Maintains up-to-date knowledge on all Bank lending policies and regulations. Confers with the Manager… more
- MUFG (Los Angeles, CA)
- …for the underwriting and portfolio management of Japanese Corporate loan portfolio clients. As focusing on subsidiary lending , designated customers will be ... handling a segment of an industry vertical or a primarily investment grade commercial loan portfolio and coordinating with execution team for proper booking… more
- BMO Financial Group (Newport Beach, CA)
- …banking needs. + Coordinates client relationship management with the lead relationship manager for the assigned portfolio . + Applies relationship management ... principles and techniques to an assigned portfolio of clients providing a value-added client experience. +...and relevant legal, regulatory and technology requirements. + Ensures lending and non- lending decisions, prospecting activities are… more
- UMB Bank (Sacramento, CA)
- …less experienced peers + Strong proficiency in Word, Excel, PowerPoint and commercial lending software **Compensation Range:** $69,230.00 - $149,000.00 _The ... ** Commercial Real Estate Underwriter II-Arizona Remote** This role...of the credit packages (as agreed with the relationship manager ) for submission to credit committee for approval (new… more
- CIBC (Newport Beach, CA)
- …Asset Relationship Managers, Wealth Specialists, and other CIBC lines of business ( commercial , capital markets) to orchestrate a cohesive value proposition to a ... advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + Focus on external calling and marketing.… more
- Columbia Bank (Irvine, CA)
- …Finance, Accounting, or equivalent work experience + 7-10 years of commercial underwriting/credit analysis experience or relevant lending experience required. ... Senior Middle Market Underwriter Commercial Banking Irvine, California **Description** **About Us:** At...in customer and prospect calls as appropriate. May shadowmanagea portfolio with CSM as part of training and development,… more