- City National Bank (Ontario, CA)
- …recommendation regarding accounts to be further developed or eliminated. Prepares reports for management . * Monitors portfolio for quality, risk and adherence to ... Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the … more
- AIG (Los Angeles, CA)
- …for a Client Director in the West Zone. The responsibilities will involve management of key client relationships focused on client retention and new business growth. ... dialogue with key business influencers at major brokerage operations Internal Management + Champion new and existing business initiatives working with the… more
- UMB Bank (Sacramento, CA)
- …of our commercial Agricultural portfolio . The team consists of Portfolio Managers, Underwriters, Credit Analysts, Treasury Management and Commercial Card ... relationships throughout its life - developing meaningful connections with management of the companies they serve. Always mindful of...time:** + You will build your own commercial loan portfolio , by prospecting for new Agricultural business. + You… more
- US Bank (San Francisco, CA)
- …deals in CRM tools. + Prepare and deliver regular presentations/reports to management on portfolio and pipeline performance. **Basic Qualifications** - Master's ... investment or are part of a private equity fund portfolio . + Develop and execute a strategic prospecting plan...coordinate with USB and USBIF product areas in relationship management of customers to deliver seamless onboarding experiences for… more
- JPMorgan Chase (San Francisco, CA)
- …however the portfolio size is typically smaller in recognition of management responsibilities. Your team will consist of Vice President, Executive Director and ... this role you will be expected to maintain a portfolio of your own while leading the banking team...Managing Director-level bankers with indirect oversight over an underwriting staff, a sales/marketing assistant, treasury sales officers and… more
- Truist (San Francisco, CA)
- …offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective Government Contracting ... expanding existing client relationships. Focus on driving continual improvement in portfolio revenue growth and new production revenue. 3. Understand and contribute… more
- PNC (Los Angeles, CA)
- …for all types of transactions at any level of complexity or in management of a portfolio as assigned. Interacts with internal/external customers. Provides ... financial worthiness of loan/transaction parties. If relevant, performs ongoing credit risk management for assigned portfolio . Coaches and/or reviews the work of… more
- US Bank (San Francisco, CA)
- …credit administration, analysis, and credit policy/procedure - Knowledge of cash flow management and business credit underwriting with commercial credit training ... + Have an established COI (circle of influence) base + Proactively manage an assigned portfolio of clients by staying on top of all renewals, annual reviews, etc. … more
- Columbia Bank (Glendale, CA)
- …workexperience, required. + 4-7 years' experienceof field examiner or ABL risk management , managing a complex Asset Based Lending portfolio including loan ... and clients. Works closely with the ABL Operations Team on collateral management and daily workflow. The monitoring process also involves collaborations with the… more
- Cherry Bekaert (Sacramento, CA)
- …organization's service area, products/services, track record, pipeline, community impact data, management capacity and finances + Assisting with underwriting and ... NMTC placement and deployment assistance, and NMTC compliance and asset management services. The Director will oversee the Application and Strategic Planning… more