- Zions Bancorporation (San Francisco, CA)
- …understanding of financial and account analysis statements, implementation, structuring, and risk assessment. + Experience with treasury management systems and ... team** . This role is responsible for originating and managing a portfolio of accounts while cultivating new client relationships and expanding existing ones.… more
- Citizens (Los Angeles, CA)
- …and operational processes that support and enable supply chain finance. + Comfort with credit , risk management , and the credit underwriting process, ... research, and client feedback. + Interface with internal partners such as Operations, Credit , Risk , Legal, Marketing, and Product teams. + Lead strategic… more
- Aristotle Capital Management (Newport Beach, CA)
- …Newport Beach, Boston, and Sarasota. We specialize in equity and fixed income portfolio management for institutional and advisory clients around the world. Our ... is to help clients achieve their long-term financial goals through active portfolio management and a research-driven investment framework. Aristotle attracts and… more
- City National Bank (Los Angeles, CA)
- …and Bank policy & procedures with regard to documentation and portfolio management , developing and implementing procedures, monitoring compliance, ensuring ... data integrity, resolution of complex documentation or portfolio management requirements, and keeping productivity and quality control on target. Provides… more
- JPMorgan Chase (San Francisco, CA)
- …however the portfolio size is typically smaller in recognition of management responsibilities. The Life Sciences Banking team is part of JP Morgan's Commercial ... this role you will be expected to maintain a portfolio of your own while leading the banking team,...customer centric mindset balanced with the ability to manage risk ( credit , operational, and reputational) appropriately +… more
- Experian (Costa Mesa, CA)
- …financial services, credit risk , credit policy, regulatory risk , enterprise risk , data management or marketing services. + Demonstrated ... US role, you will report to the SVP, Product Management and Marketing and be responsible for defining and...sources, and own a subset of products within Experian's portfolio of identity verification, fraud detection, and authentication services.… more
- Citigroup (Los Angeles, CA)
- …process. * Coordinate various actions internally with Asset Managers, Construction Management , Risk , and Operations. * Review disbursement requests, inspection ... Account Specialist in Transaction Management will be responsible for supporting multiple aspects...agencies. Job Responsibilities: * Manage and service an active portfolio of multifamily rental construction transactions (eg, loans, bonds,… more
- CIBC (Newport Beach, CA)
- …Understand and comply with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes relationship risk issues ... Issue Resolution, Client Service, Customer Experience (CX), Financial Advising, Financial Analysis, Portfolio Management , Wealth Management At CIBC, we are… more
- Comerica (Long Beach, CA)
- …financial wellness conversations to add value to customers relationships. Support consumer portfolio management efforts to retain, expand and increase the number ... of portfolio customers in the banking center. Assist in community...business relationships. Effective utilization of converge for customer relationship management . Operational Risk : Ensure compliance with applicable… more
- Citizens (Sacramento, CA)
- …generation, cross sales, customer service and satisfaction + Proficiency with portfolio /account management preferred. + Ability to understand core business ... complex portfolios, and a strong grasp of sales and credit skills. This senior level performer will have an...the client needs, provide value added solutions, manage a portfolio of existing customers and drive new commercial customer… more