- MUFG (New York, NY)
- …and work remotely one day. A member of our recruitment team will provide more details. Credit Portfolio Management ( CPM ) is a global function that ... utilizes a market-based approach toward portfolio management from a...with the ultimate goals of supporting business opportunities, improving portfolio returns and protecting MUFG from unforeseen credit… more
- Nuveen Investments (New York, NY)
- Collateralized Loan Obligation (CLO) Client Portfolio Managers ( CPM ) plays a vital role in the management and growth of clients in the firm's CLOs and CLO ... Liaising with internal partners: Partnering with technology, compliance, legal, operations, portfolio management , trading, and other internal partners to… more
- TD Bank (Charlotte, NC)
- …for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Credit Portfolio Manager I ( CPM ) is responsible to gather ... and prospect loan requests. This job performs financial analyses needed to make credit decisions, contributes and provides input to group loan decision process based… more
- Citizens (Westwood, MA)
- …is key to client success and AUM growth. The Client Portfolio Manager (" CPM ") role at Citizens Wealth Management ("CWM") is at the crossroads of the ... maintaining ongoing servicing of existing client investment product and portfolio needs. The CPM is responsible for...encourage the adoption and maintenance of best practices around portfolio construction and practice management for the… more
- Bank of America (Chicago, IL)
- … approvals and other workflow matters. **Required Qualifications:** + 10+ years commercial credit financial analysis and portfolio management experience. + ... educational program + Large money center bank experience + CRE portfolio management experience **Skills:** + Analytical Thinking + Credit and Risk Assessment… more
- Bank of America (Nashville, TN)
- …( CPM ). The role also serves as the Credit approver in conjunction with CPM and Risk management based on credit approval grid and drives the internal ... Sr. CPO maintains knowledge of Bank products including Treasury Management where applicable that have credit exposure,...clients and prospects. The Sr. CPO reports to the Credit Products Manager ( CPM ) and will be… more
- Bank of America (Seattle, WA)
- … Credit Products Manager ( CPM ) and will be aligned to 1-3 Portfolio Management Officers (PMO), serving as a mentor/coach. J **ob Responsibilities:** + Sr. ... criteria and is made at the discretion of the Credit Products Manager ( CPM ) in consultation with...credit analysis to include underwriting, structuring, documentation and portfolio management + Strong knowledge and comprehension… more
- Umpqua Bank (Walla Walla, WA)
- …generally greater than $5 million. Collaborates with team members, Commercial Portfolio Managers ( CPM 's), Client Solutions Managers ("CSMs") and Commercial ... new and renewal Commercial and Industrial (C&I) and Commercial Real Estate (CRE) credit requests comprised of working capital lines of credit , asset-based lines… more
- SMBC (New York, NY)
- …Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices ... In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** SMBC...is seeking a strategic and experienced Director of Vendor Management to lead third-party vendor oversight for the Cash… more
- Wendover Management, LLC (Altamonte Springs, FL)
- …& Business Management + Drive full financial performance of your portfolio + Lead budgeting, forecasting, and capital planning processes + Monitor financial ... Management , or related field preferred + Property management designation strongly preferred (CAM, CAPS, or CPM...Minimum 3 years of multi-site leadership experience in property management + Strong LIHTC (Low-Income Housing Tax Credit… more