- BMO Financial Group (Los Angeles, CA)
- …meet client's needs. + Keeps abreast of economic and market developments within the portfolio to inform decision making and credit risk policies. + Provides ... review and adjudication of credit applications and transactions for an assigned portfolio within credit limits or makes credit recommendations and escalates as… more
- BMO Financial Group (San Francisco, CA)
- …loan exposures where desirable and accelerate balance sheet velocity to better manage risk or enhance returns. Analyzes portfolio to identify candidates and ... will be forming a new dedicated centralized resource team focused on active portfolio exposure management. Team will work with LOBs and specialty partners to develop… more
- BMO Financial Group (San Ramon, CA)
- …to effectively sell, fulfill, and service new and existing individual or portfolio of loan products and improve the customer and dealer experience. Carries ... solutions. Manages product risks in compliance with legal, regulatory, and risk compliance, and reporting. Collaborates with internal partners across the enterprise… more
- City and County of San Francisco (San Francisco, CA)
- …which includes Treasuries, Public Credit and Investment Cash. Reporting to the Senior Portfolio Manager ("SPM") of Public Fixed Income, the Managing Director of ... the data collection and aggregation process for the Public Fixed Income portfolio including performance, exposures, and other risk metrics. + Responsible… more
- PennyMac (Moorpark, CA)
- …a key point of contact and collaborates closely with the Client Relationship Manager to ensure alignment and address any performance deviations promptly to minimize ... risk to the client. The Subservicing Performance Liaison will:...reviews of key performance indicators (KPIs) related to client portfolio management and operational processes + Works closely with… more
- Sigmatech, Inc. (El Segundo, CA)
- …technical and/or programmatic status report of any individual program or of the portfolio , in coordination with the Government program manager , upon request by ... provide draft JCIDS and acquisition documentation to the applicable Government program manager and support the presentation of products to internal and external… more
- Wells Fargo (Pacific Palisades, CA)
- …internal partners, and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with annual gross ... to customers + Serve as a leader in managing risk ; understand and manage risks in the business, adhere...colleagues + Knowledge and understanding of retail compliance controls, risk management, and loss prevention + Ability to educate… more
- City National Bank (Los Angeles, CA)
- …ways to structure credits ensuring that transactions are within profitability and portfolio risk standards. * May coordinate legal documentation including work ... to ensure the attainment of CRA while ensuring CNB credit quality and risk management guidelines are maintained. This may be accomplished through active calling… more
- HSBC (Beverly Hills, CA)
- …and reputation in the market + Combine client relationship management and strong risk assessment ensuring the required credit quality and requisite returns on ... risk + Identify event driven opportunities on an opportunistic...this will impact and present opportunities to the client portfolio + Liaise with relationship teams across all global… more
- Bank of America (San Francisco, CA)
- …us! **Job Description:** This job is responsible for managing a national portfolio of Global Commercial Banking (GCB) FinTech relationships, working directly with ... or prospect. This role reports to the Commercial Credit Manager or Executive and will be aligned to an...is a fast-paced work environment with a highly active portfolio and strong deal flow from large cap and… more