- Bank of America (Atlanta, GA)
- …us! **Job Description:** This job is responsible for managing a national portfolio of Global Commercial Banking (GCB) FinTech relationships, working directly with ... the business. FinTech is a fast-paced work environment with a highly active portfolio and strong deal flow from large cap and middle market companies. Experience… more
- Regions Bank (Houston, TX)
- …credit opportunities, underwrite new or renewed credit exposure, and manage a portfolio of loans and other credit relationships in conjunction with a manager. ... Credit Products Specialized Industries Managers with the review of pre-closing loan documents and closing due diligence + Manages financial reporting requirements,… more
- City National Bank (Los Angeles, CA)
- …Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the ... portfolio assigned. This may be accomplished through active calling...problem solve or structure transactions. * Negotiates transactions; prices loan products within targeted rate of return; documents and… more
- Travelers Insurance Company (Hartford, CT)
- …with Business Delivery Office (BDO)/Strategy, Value Stream (VS) Leads, chapter leads, Portfolio Management and tech ops in the creation and management of the ... Peers and finance to ensure alignment of plan to portfolio , financials, Multi-Year Plan (MYP) strategy, portfolio ,...subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it… more
- Fannie Mae (Plano, TX)
- …techniques for managing the administration, strategic planning, and operations of an assigned portfolio . In this role, you will recommend changes to the execution of ... * Advise team on how to best support a portfolio 's vision and strategic objectives. * Review portfolio...way that is engaging and easy to understand * Loan Management experience including evaluating loan requests,… more
- BMO Financial Group (CO)
- Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of ... Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit … more
- Truist (Mclean, VA)
- …legal documentation efforts through closing and funding phase. + Ensures loan agreement is in accordance with approval documents. Identifies potential issues ... contained within loan documentation and takes steps to address the issues,...the risk evaluation and associated compliance requirements within assigned portfolio and for prospects. Identifies issues and follows through… more
- JPMorgan Chase (Wilmington, DE)
- …you will have direct ownership and accountability for a defined set of portfolio risk strategies focused on managing credit losses and driving profitability. In this ... role, you will lead the development and optimization of portfolio strategies for products such as Chase Pay Over...products such as Chase Pay Over Time, My Chase Loan , and other innovative lending initiatives. This includes oversight… more
- Banc of California (Austin, TX)
- …and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California ... of new loans as well as transitioning loans to Portfolio Management. This role will work closely with senior...ensure relevant bank accounts set up. + Work with CM/ loan closing/prospect to ensure all needed diligence and closing… more
- Fifth Third Bank, NA (Orlando, FL)
- …Wholesale Strategy including Playbook execution, annual business planning, portfolio segmentation, business development & client relationship strategies. Establishes ... and regulatory requirements. Mentors team members, especially on more complicated loan structures. Helps to develop less experienced team members and build… more