- City National Bank (Los Angeles, CA)
- …and the Treasurer. Key responsibilities include processing of transaction activity, collateral management , producing portfolio risk reports, assisting ... inherent in our processes as part of CNB's overall risk management strategy. * Maintain collateral ...portfolios and proactively issuing margin calls to manage counterparty credit risk . * Diligently complete daily, weekly,… more
- City National Bank (Riverside, CA)
- …responsive and exemplary service. The Relationship Manager manages the profitability and portfolio risk of the overall relationship and is responsible for ... * Ensure conformance with Bank policy and regulatory requirements. Exercise sound credit and risk judgment in approving transactions. Ensures the quality… more
- Banc of California (Los Angeles, CA)
- …all compliance certifications timely. + ** Credit Support:** Works with Credit Administration/ Portfolio Management to facilitate client's credit ... to maintain right visibility and create marketing collateral to support strategy. + ** Risk Management and Compliance:** Maintains strong knowledge of risk … more
- City National Bank (Los Angeles, CA)
- …, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the ... timely and proactive manner with clients and with all risk areas, especially the Credit Team where...experience in one or more of the following: asset management , banking/ credit , personal trust, and brokerage services.… more
- City National Bank (Los Angeles, CA)
- …role requires Fraud subject matter expertise, accountability for a specific Fraud Risk portfolio (eg, a product like credit cards, or a channel like digital ... and continuous improvement of tools and best practices that support Fraud Risk Management activities. * Support a high-performance environment by fostering… more
- JPMorgan Chase (Santa Clara, CA)
- …needs and circumstances of their businesses + Use knowledge of business, finance, banking, credit , and risk management to identify, recommend, and promote ... financial advice with a focus on client experience and risk management while deepening existing relationships and...greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities… more
- Columbia Bank (Yuba City, CA)
- …within delegated authorities as applicable. Achieves satisfactory credit exams. Responsible for credit risk management within the market. + May carry a ... quality Commercial Banking portfolio by leading prudent risk and portfolio management . +...portfolio by leading prudent risk and portfolio management . + Responsible for developing and...+ Grants credit approvals… more
- Citigroup (San Francisco, CA)
- … process including new origination of credit and the monitoring of a credit portfolio *Engaging with clients, prospects, and centers of influence *Citi ... client-related decks *Interacting with partners across the firm, including product, credit risk , in-business controls, legal, marketing, operations, risk… more
- Fifth Third Bank, NA (Los Angeles, CA)
- …deal screening, credit review, loan approval preparation and presentation to credit teams, risk management , funding, operations and loan documentation. ... Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns,...with key internal partners including loan operations, treasury, and portfolio management . + Manages third party relationships… more
- City National Bank (San Diego County, CA)
- …FSM is ultimately responsible for the branch colleague sales production results. Credit Oversight, Client Relationship Management and Training and Development ... Process Oversight & Managing Deal Escalations, Pricing Exceptions, Portfolio Mgmt. * Regional Salesforce Adoption & Integration *...the most favorable outcome has been met. * Recommends credit overrides with PBB Senior Management for… more
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