- Citigroup (Atlanta, GA)
- …+ Introduces solutions to clients in building and strengthening an effective portfolio ; + Works with product specialists and subject matter experts to structure ... clients to identify avenues for new business opportunities; + Administrate the credit relationship of the client, coordinating and supervising the entire process,… 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 ... incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** The main function of… more
- Banc of California (Chicago, IL)
- …loan commitments, loan outstandings, and non-interest income, all while effectively managing the credit risk of both new and recently boarded credits. + Leverage ... quality deals and sponsor the deals through underwriting and credit committee process. + Assist portfolio team...underwriting and credit committee process. + Assist portfolio team in managing existing relationships and adding value… more
- M&T Bank (Norwalk, CT)
- **Overview:** Responsible for an assigned portfolio of loan and/or deposit relationships with major businesses in the community. Solicits new business, cross sells, ... to develop information concerning their businesses and requirements, evaluates credit information and makes relationship recommendations. + Maximizes the… more
- Citizens (Boston, MA)
- …summer intern will support the team in new loan transaction underwriting and portfolio monitoring activities: + Assist in credit analysis, preparation of deal ... Overview The Leveraged Finance team underwrites, executes, and manages a portfolio of leveraged middle-market cash-flow loans, principally to private equity… more
- Columbia Bank (Riverside, CA)
- …internal partners. Identifies opportunities and partners to structure, coordinate and sponsor credit and non- credit solutions. + In partnership with the Client ... new or existing business as part of prudent business development and portfolio management disciplines. + Demonstrates compliance with all bank regulations for… more
- Trane Technologies (La Crosse, WI)
- …successful candidate will take ownership in managing an accounts receivable portfolio of diversified customers primarily within the Customer Centers. This position ... reasons for non-payment. Make decision to place account on credit hold when the situation arises. Additionally provide phone...customers on a variety of items. + Monitors assigned portfolio of customers to mitigate loss exposure by ensuring… more
- Truist (Dallas, TX)
- …management of a profitable loan, deposit, fee income, and non-interest income portfolio from physicians and small to mid-sized medical practices through the ... and retention of long term, profitable client relationships. Typically manages a portfolio of medical physicians with total loans and deposits of more than… more
- BMO Financial Group (Chicago, IL)
- …offices, RIAs, and consultants. + Deep knowledge of direct lending structures, risk /return dynamics, and portfolio construction. + Strong existing LP network ... role, you will drive institutional capital raising efforts across our private credit platform, with an emphasis on sourcing and managing LP relationships across… more
- M&T Bank (Buffalo, NY)
- …prepares trainees for a position within the Commercial Underwriting or Portfolio Management departments upon completion of the program. **Primary Responsibilities:** ... as well as on-the-job assignments. + Learn and build upon fundamental credit skills, through introduction to the processes and systems associated with the… more