- Zions Bancorporation (San Francisco, CA)
- …Satisfaction" in Small Business & Middle Market Excellence Awards. As a **Portfolio Manager ** in our Strategic Specialty Lending Group, you'll play a pivotal role in ... equivalent experience). + **6+ years** in banking, relationship management, underwriting , and credit-specialty lending experience required. + Expertise in… more
- Huntington National Bank (Newport Beach, CA)
- …investment. The REF team is seeking a talented and ambitious Sr. Portfolio Manager (Associate Director), and this role supports the Renewable Energy, Underwriting ... a high quality Project Finance portfolio. The Sr. Portfolio Manager manages all aspect of due diligence in credit... manages all aspect of due diligence in credit underwriting , financial modeling, approval, execution as well as documentation.… more
- American Express (CA)
- …teams, including client management, operational and servicing, risk and underwriting , general counsel legal, product management and strategic partnership, and ... systems and process integrations, changing local market regulatory conditions, underwriting and risk management mitigations etc., using formal project management… more
- The Hartford (San Francisco, CA)
- …and offer appropriate recommendations.* Maintaining a current knowledge of underwriting territory, including source and nature of agents' business.* Maintaining ... and marketing experience, product knowledge and sales skills are required; underwriting knowledge is beneficial. Candidates lacking this experience may be considered… more
- Zions Bancorporation (San Francisco, CA)
- …or other related field and 2+ years of banking, relationship management, underwriting and credit experience or other directly related experience. An equivalent ... services, policies, procedures and regulations. + Solid credit skills in underwriting , financial modeling, valuations and adherence to policy. + Requires solid… more
- The Cigna Group (Walnut Creek, CA)
- …leadership approach across multiple functions inclusive of distribution, contracting, underwriting and pricing, marketing, product, service and clinical. - In ... with UW market leadership to ensure ongoing plan alignment on: identifying critical underwriting and risk management levers that deliver ideal P&L for the market and… more
- Columbia Bank (Los Angeles, CA)
- **About the Role:** Serves as the key banking relationship manager for assigned middle market client relationships. Accountable for prospecting new business and ... profitable revenue and growth and quality credit. At this level, the relationship manager generally supports a portfolio of mid-size middle market clients with $25MM… more
- City National Bank (Los Angeles, CA)
- * MANAGER LOAN ADMINISTRATION* WHAT IS THE OPPORTUNITY? Direct and manage the work flow and team assignments of the Loan Closing function at the CLC. Develop and ... and funding requirements for complex credit requests to the field Relationship Manager (RM) and to interdepartmental CLC colleagues * Build a unit infrastructure… more
- Citigroup (Los Angeles, CA)
- The Mid-Corp Relationship Manager is a strategic professional who closely follows the latest Consumer & Retail trends, adapts them for application in covering ... dialogue with prospects, and understands the competitive landscape. The Relationship Manager is adept at understanding a client's financial performance and… more
- Comerica (La Puente, CA)
- Job Description Relationship Manager , Middle Market The Relationship Manager is responsible for new business development, portfolio management and ... underwriting to support the needs of the group. This...least 10% of the time. Qualifications Vice President, Relationship Manager III, Middle Market Position Qualifications: + 5 years… more