- Banc of California (Austin, TX)
- …originations team prior to loan closing to prepare for the transfer of the new client loan + account into Portfolio Management. + Ensure loans are performing by ... and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The AVP, Client Manager is expected to independently monitor the performance...portfolio performance, as + required. + Communicate with client and or supervisor to resolve loan issues or… more
- KeyBank (Brooklyn, OH)
- …solutions. The Commercial Bank caters to a wide breadth of industry verticals and client segments, and our portfolio of solutions is positioned to support ... segment and is targeted for rapid growth. Comprised of commercial client relationship teams, commercial risk, onboarding and servicing, Institutional Bank payments… more
- Comscore (New York, NY)
- … accounts or select accounts within large enterprise accounts with no supervision + Day-to-day client lead of a portfolio of named client accounts with ... **Job Title: Client Insights Lead** **Location: New York Preferred; Remote...Remote Considered** **About This Role:** Develops and maintains long-term client relationships by serving as an internal advocate and… more
- City National Bank (West Hollywood, CA)
- …to client regarding adjustments or actions that should be taken. * Client Portfolio Review and Management * For Managed Solutions, structure client ... * Responsible for the preparation and presentation of the portfolio review materials at client meetings. * Risk Management and Compliance * Keep current… more
- Bank of America (Chicago, IL)
- … portfolio development, pricing strategy, proposal development and delivery for a dedicated client portfolio + Maintain a strong client focus, industry ... + Client Solutions Advisory + Customer and Client Focus + Critical Thinking + Portfolio Analysis + Presentation Skills + Relationship Building + Sales… more
- PennyMac (Moorpark, CA)
- …daily, weekly, and monthly reviews of key performance indicators (KPIs) related to client portfolio management and operational processes + Works closely with ... relevant investor guidelines, state regulations, and other compliance requirements impacting client portfolio management + Identify opportunities for process… more
- Citigroup (New York, NY)
- …pursue cross-selling opportunities for other bank products and services within the assigned client portfolio . + Collaborate with the sales team on new business ... for Depositary Receipt Services is responsible for managing a portfolio of existing Depositary Receipt (DR) client ...a portfolio of existing Depositary Receipt (DR) client relationships. This role demands a profound understanding of… more
- AON (Franklin, TN)
- …every Tennessee client + Responsible for client stewardship and executive client contact for our client portfolio + Responsible for connecting with ... client + Responsible for client stewardship and executive client contact for our client portfolio + Responsible for connecting with key carriers and… more
- Fiserv (Berkeley Heights, NJ)
- …Fiserv Digital Payments product suite, especially for products used by your assigned client portfolio . + Understand operational requirements and unique goals of ... the assigned client portfolio to ensure quality delivery and maintenance support of all products and services. + Manage and develop operational relationships for… more
- Citizens (Boston, MA)
- …to credit policy and requirements, financial analysis/modeling, risk evaluation, on-going portfolio maintenance activities, and client support for an assigned ... Description The Community Development Portfolio Manager II position is responsible for prudent...of medium to higher complexity. Responsible for ensuring overall portfolio performance and asset quality remains strong and, when… more