- Columbia Bank (San Luis Obispo, CA)
- …limited supervision or revision. Includes: (1) quantitative components within the underwriting narrative documenting the credit analysis; (2) accurate use of risk ... and prospect calls as appropriate. May shadow manage a portfolio with CSM as part of training and development,...with CSM as part of training and development, with Underwriting Manager and Market Director mutual approval. + May… more
- WTW (Irvine, CA)
- …profiles and roles, including leading clients' financial/actuarial engagements for a portfolio of small clients or managing FAA resources to coordinate effective ... + Demonstrates an advanced/expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts and H&B tools + Is a key member on… more
- MetLife (Fresno, CA)
- …Investments. Key Responsibilities: * Support mortgage originations, servicing actions and portfolio management in a MetLife Agricultural Finance field territory. ... underwriting due diligence. * Provide periodic monitoring of regional mortgage portfolio exposure tied to risk management objectives, and assist in the… more
- Healthpeak Properties, Inc. (Irvine, CA)
- …real estate transactions across acquisitions, dispositions, developments, redevelopments, and portfolio management . Summer Analysts will be fully integrated ... science, medical office, and senior housing real estate investing, financial modeling, valuation, and underwriting , with exposure to a wide range of institutional… more
- The Cigna Group (Walnut Creek, CA)
- …Growth leader will be committed to direct top and bottom line growth and portfolio management at a market-level, specifically focused on new and existing ... 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
- Banc of California (San Diego, CA)
- …+ Exit or remediate underperforming borrowers with minimal losses. + Lead the Portfolio Management collaboration effort with the Origination team prior to loan ... closing to prepare for the seamless transfer of the new client into Portfolio Management . + Proactively track performance of client operations, interfacing with… more
- CalSTRS (Sacramento, CA)
- …Real Estate partners with best-in-class managers with common goals to create a portfolio of high quality assets. The portfolio includes allocations to core, ... strategies across property types globally. Under the general direction of the Portfolio Manager, the Investment Officer II provides investment support and assists… more
- Fifth Third Bank, NA (San Francisco, CA)
- …and portfolio guidelines. + ne to three years mortgage management experience preferred. + In-depth knowledge of residential mortgage processing, underwriting ... Centers and outside referrals. Meet standards and objectives defined by management for team mortgage loan sales and cross-selling objectives. Responsible for… more
- Fifth Third Bank, NA (San Diego, CA)
- …sales experience required. + In-depth knowledge of conventional, government, and portfolio guidelines. + Previous management experience preferred. + Knowledge ... offices and outside referrals. Meet standards and objectives defined by management for personal mortgage loan sales and cross-selling objectives. Assume overall… more
- BMO Financial Group (CA)
- Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of ... Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit … more