- City National Bank (Santa Monica, CA)
- …the attainment of Regional and individual goals and objectives, while ensuring CNB credit quality and risk management guidelines are maintained. Presents ... conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgment in approving transactions....eliminated. Prepares reports for management . * Monitors portfolio for quality, risk and adherence to… more
- Wells Fargo (Canyon Country, CA)
- …with customers and colleagues + Knowledge and understanding of retail compliance controls, risk management , and loss prevention + Ability to educate and connect ... + Act as the primary relationship manager for a portfolio of small business customers with annual gross sales...company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational,… more
- Columbia Bank (Modesto, CA)
- …and Commercial Relationship Managers to accurately present findings, including businessrationaleand risk mitigations, in order to obtain credit approval and ... new and renewalAgricultural,Commercial and Industrial (C&I) and Commercial Real Estate (CRE) credit requests comprised of working capital lines of credit ,… more
- Comerica (Costa Mesa, CA)
- …customer relationships, new business, and periodic risk reviews of the portfolio . Negotiate proper structure of non- credit products. Create and own assigned ... role will be responsible for new business development, onboarding, portfolio management and underwriting to support the...risk Maintain knowledge of payment systems, corporate banking, credit and non- credit products, trust, real estate,… more
- MUFG (Los Angeles, CA)
- …+ Act as the "First Line of Defense" taking part in client diligence along the Portfolio Management Team & Credit Department in both deal origination and ... comprehensive banking services and cross-sell MUFG products, while effectively managing credit risk in collaboration with colleagues in Japanese Corporate… more
- Wells Fargo (Newport Beach, CA)
- …customers and company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational, Regulatory Compliance), ... operating cycle and how business products and services can support businesses in the portfolio + Ensure the overall success and growth of an assigned portfolio … more
- Columbia Bank (San Luis Obispo, CA)
- …and Relationship Managers to accurately present findings, including business rationale and risk mitigations,in order toobtain credit approval and meet customer ... (1) quantitative components within the underwriting narrative documenting the credit analysis; (2) accurate use of risk ...in customer and prospect calls as appropriate. May shadowmanagea portfolio with CSM as part of training and development,… more
- JPMorgan Chase (Woodland Hills, CA)
- …client roundtables, industry conferences, webinars, and professional media platforms + Manage the non- credit risk for customer portfolio and monitor and ... skills + Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy… more
- Comerica (Costa Mesa, CA)
- …Prepare loan approval packages, in partnership with Relationship Managers and Portfolio Managers, for credit decisioning. Provide complete analysis of ... appropriate loan structures and banking solutions to meet customer needs. Monitor credit exposure for portfolio relationships. Phase II: Sales Rotations Sales… more
- 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
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