- BMO Financial Group (Indianapolis, IN)
- …support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This ... Policies & Procedures. + Establishes cross-selling initiatives to increase penetration with client . + Applies deep expertise in bank products, processes and systems… more
- Brighton Health Plan Solutions, LLC (New York, NY)
- About The Role The ideal candidate is an experienced program manager with healthcare payer / TPA experience who excels in client interaction and can effectively ... project budgets, delivering against business goals. + Builds and maintains strong client and business partner relationships. + Contributes to internal initiatives to… more
- T. Rowe Price (Baltimore, MD)
- …content to inform key stakeholders. The Lead PA leverages the time of both the portfolio manager and portfolio specialist while working to ensure the ... construction, and positioning to support the needs of the portfolio manager or portfolio specialist....Investment Professionals + Represent portfolio managers and portfolio specialists in response to associate and client… more
- Citizens (Short Hills, NJ)
- …structure with Relationship Managers and Credit Product Managers as needed to meet client needs for new loans while ensuring Citizens' credit risk profiles are ... and exhibited competency in various aspects of commercial lending / portfolio management including financial analysis and credit structuring, understanding and… more
- KeyBank (Portland, ME)
- …investment strategy needs of clients. + Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and investment ... estate planning, retirement, etc.). + Provide timely feedback to the Relationship Manager and/or Client Experience Manager regarding important/critical… more
- Banc of California (Los Angeles, CA)
- …third-party reports such as property appraisals. * In conjunction with Relationship Manager , involved in drafting loan documents prepared by outside law firm or ... and the CAM. * May make joint customer calls with RM to assess client 's needs, business, and management team. * Ensures compliance with all applicable regulations,… more
- Columbia Bank (CA)
- …than 10 years of relevant commercial banking and/or prior experience as a Portfolio Manager and/or Commercial Underwriter. (Required) + Expert knowledge of ... Client Solutions Manager , Sr Commercial Banking...portfolios within Commercial and Corporate Banking. Assists Bankers with portfolio management, partner collaboration, and client -engagement to… more
- Capital One (Chicago, IL)
- …regularly worked. Chicago, IL: $115,900 - $132,200 for Analyst, Specialty Underwriter & Portfolio Manager McLean, VA: $127,500 - $145,500 for Analyst, Specialty ... loan covenants, and assessing the overall risk within the client 's business, industry, customer base and geography + Ensure...Underwriter & Portfolio Manager Plano, TX: $115,900 - $132,200… more
- Fifth Third Bank, NA (Rosemont, IL)
- …+ Professional presence ( client -facing). + Experience managing an advanced commercial client portfolio with a degree of complexity. + Ability to partner ... at Fifth Third Bank. GENERAL FUNCTION: The Director, ABL Portfolio Management participates in the execution and achievement of...and retention. + Should be able to independently attend client meetings with assigned clients. Work with manager… more
- Allied Universal (Kansas City, KS)
- …and eligibility. **Job Description:** Allied Universal(R) is hiring a Enterprise Account Client Manager to support a large healthcare insurance client ... in Overland, Kansas. The Enterprise Account Client Manager (EACM) is responsible for the day-to-day operational management of an assigned client … more