- Wells Fargo (San Francisco, CA)
- …banking regulations, and compliance requirements. + Familiarity with the Bank's software and credit risk management tools. + Bachelor's degree in Finance, ... + Strong expertise in loan origination, portfolio monitoring, financial modeling, credit underwriting, and risk analysis for complex commercial businesses. +… more
- Bank of America (San Francisco, CA)
- …Analysis + Loan Structuring + Risk Management + Underwriting + Account Management + Credit Documentation Requirements + Credit and Risk ... Experience + Experience in financial analysis, structuring, underwriting and portfolio management + Analytical/technical skills, including financial accounting,… more
- SMBC (Sacramento, CA)
- …Relationship Managers and in developing, recommending, implementing, and monitoring the loan portfolio , and manage risk consistent with the Bank's underwriting ... discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Our mission is to be "the bank… more
- Intuit (Mountain View, CA)
- …understanding of lending products (consumer/SMB loans, lines of credit , trade credit ), credit risk principles, underwriting, and regulatory compliance. ... powers prosperity for the people and communities we serve. With TurboTax, Credit Karma, QuickBooks, and Mailchimp, we solve our customers' most critical financial… more
- BMO Financial Group (Newport Beach, CA)
- …loan structure, etc. + Grants loan requests within specified limits, using understanding of credit scoring and risk management concepts. + Monitors covenants ... address all material aspect of the request. + Supports management of the Relationship Manager portfolio by...+ Prepares summary, present facts and offer opinions concerning credit worthiness. + Minimizes BMO's risk exposure… more
- UMB Bank (Sacramento, CA)
- …responsible for assisting Business Banking and Practice Finance officers in the portfolio management activities (generally loans over $500,000) that are ... by tracking loan exceptions, BBC, covenants, pasdues and other portfolio management activities. + You will recognize...need to be taken. + You will provide specialized risk guidance and advice on existing portfolio … more
- Bank of America (Los Angeles, CA)
- …Issue Management + Negotiation + Oral Communications + Prioritization + Risk Management **Required Qualifications:** + 10+ years of solid Commercial Banking ... experience + Experience in financial analysis, structuring, underwriting and portfolio management + Analytical/technical skills, including financial accounting,… more
- UMB Bank (Sacramento, CA)
- …(generally large and moderately complex loans). Will manage assigned credit portfolio , manage the associated credit risk , and identify opportunities ... management of assigned commercial banking relationships. + Perform credit underwriting duties for existing/prospective client relationships, which may include… more
- Robert Half Finance & Accounting (Sacramento, CA)
- …###. Responsibilities: * Evaluate the financial status of potential clients to determine the risk level involved in extending credit . * Analyze credit data ... to assess risk and propose changes in credit policies or procedures to mitigate potential losses. *..., and aging reports. * Manage the Accounts Receivable portfolio , ensuring proper credit balances are maintained.… more
- JPMorgan Chase (Long Beach, CA)
- …customer centric mindset + Utilize knowledge of business, finance, payment solutions, banking, credit , and risk management to identify, recommend, and ... our clients meet their objectives and challenges in automation, risk management , working capital, and cash ...Qualifications, Capabilities and Skills** + Bachelor's degree and formal credit training + Sales management , business development… more