- BMO Financial Group (Greenwood Village, CO)
- …loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures ... loans within delegated authority. + Monitors portfolio to identify deteriorating credit conditions and compliance , analyses metrics, and assesses broader… more
- Enterprise Bank & Trust (Las Vegas, NV)
- … approvals and are accurately prepared, including appropriate signatures, disclosures and credit authority. + Monitor compliance with loan agreements by working ... cross-selling and referring opportunities to other Bank solution partners. Ongoing credit monitoring and risk rating management will be essential to mitigate… more
- City National Bank (New York, NY)
- …staffing ratios and manages resources to optimize client support and unit profitability. * Credit Quality and Compliance * Involved with the development of ... Credit Administration and Credit Manager to ensure credit quality and compliance strategies are implemented and the process is efficient and effective. *… more
- Citizens (Boca Raton, FL)
- …competing priorities. + Meet deadlines and schedules associated with maintaining portfolio compliance with credit and risk policies. + Provide client management ... and documenting new business, renewals, and modifications. + Deep understanding of credit policy, regulatory compliance , and risk administration best practices.… more
- Raymond James Financial, Inc. (Pittsburgh, PA)
- …with the reporting requirements contained in the loan documents + Ensures compliance with the Bank's credit policies and procedures, identifying exceptions ... Senior Portfolio Manager is responsible for assisting the Senior Credit Officer (SCO) and Chief Credit Officer...the Senior Credit Officer (SCO) and Chief Credit Officer (CCO) in managing Portfolio Managers (PM) within… more
- Wells Fargo (Atlanta, GA)
- …the initial set up and management of the portfolio adheres to all applicable credit policies or compliance requirements and prepare for periodic exams by ... They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational, Regulatory Compliance ), which includes… more
- Office of the Comptroller of the Currency (New York, NY)
- …May include coverage of other specialty areas (BIT, capital markets, commercial credit , compliance , ERM/Governance, mortgage banking, retail credit , ... to discuss supervisory conclusions, share information, and resolve concerns related to compliance matters. Provide analysis and advice on the planning and conducting… more
- Office of the Comptroller of the Currency (Charlotte, NC)
- …May include coverage of other specialty areas (asset management, BIT, commercial credit , compliance , ERM/Governance, mortgage banking, retail credit , ... to discuss supervisory conclusions, share information, and resolve concerns related to compliance matters. Provide analysis and advice on the planning and conducting… more
- Robert Half Office Team (South San Francisco, CA)
- …two (2) years of experience in HUD programs, property management, and tax credit compliance . + Proficiency in RealPage software. + Strong organizational skills ... internal teams. + Assist with administrative tasks related to HUD compliance , tax credit programs, and property management operations. + Maintain and update… more
- Financial Partners Credit Union (Downey, CA)
- …in all interactions, understanding that service excellence is a core value of the credit union. + Compliance & Ethics + Ensure all collection activity complies ... and developing the collections staff to ensure strong performance and compliance with internal policies and regulatory requirements. Key Responsibilities + Staff… more