- BMO Financial Group (Orinda, CA)
- …Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations ... Series 6, 63, Life and Health** + Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations. + Acts as the… more
- Unum Group (Columbia, SC)
- …contribution + Mental health support + Career advancement opportunities + Student loan repayment options + Tuition reimbursement + Flexible work environments **_*All ... a simple, modern and personal customer experience + Initiate and execute Portfolio Assessments that leverage economic modeling; accountable to deliver a high return… more
- BMO Financial Group (Los Angeles, CA)
- …business development opportunities, and overseeing ongoing monitoring of client portfolio performance to maximize penetration and return. The Director achieves ... insights that inform corporate strategy. + Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored… more
- TD Bank (Ramsey, NJ)
- …for the customer now, and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new ... overall business needs to add value to the customer's portfolio . **Depth & Scope:** + Recognized as top level...make credit decisions + Contributes and/or provides recommendation to loan decision process based on evaluation of credit risk… more
- State of New York Mortgage Agency (New York, NY)
- …compliance monitoring of the Agency's existing affordable housing portfolio . This portfolio has been financed under various loan and subsidy programs ... and Responsibilities: + Comprehensive compliance monitoring of a designated portfolio of projects in the Asset Management portfolio... portfolio of projects in the Asset Management portfolio financed by the HTFC and/or DHCR including HTF,… more
- City National Bank (Los Angeles, CA)
- …responsive and exemplary service. The Relationship Manager manages the profitability and portfolio risk of the overall relationship and is responsible for the ... continued profitable growth of the assigned portfolio through active calling efforts, service and referrals. Adeptly identifying and promoting solutions to customer… more
- S&P Global (Charlottesville, VA)
- …of worldwide physical infrastructure, including overseeing our office facility portfolio , managing construction and expansion projects, ensuring efficient daily ... include the strategic management of a company's entire physical property portfolio , including offices and other facilities. This top-level role involves optimizing… more
- HCA Healthcare (Nashville, TN)
- …and preferred banking partnerships + Education assistance (tuition, student loan , certification support, dependent scholarships) + Colleague recognition program + ... implementation and alignment of supply chain solutions. Driving business growth within portfolio of assigned accounts; key drivers are helping our members reduce… more
- JPMorgan Chase (Chicago, IL)
- …real estate, lodging, gaming, homebuilding and real estate service companies. The portfolio of credit products we manage and monitor includes corporate recourse ... and term loans), real estate asset level financings, whole loan repos, risk retention, derivatives and treasury lines. **Job...a company and sector + Manage and monitor a portfolio of client credit exposures, across industry classes, on… more
- Intuit (Mountain View, CA)
- …to help the business grow: + Become an expert in understanding our portfolio health and ensure our portfolios are meeting risk adjusted expectations through in-depth ... for new lending growth opportunities + Develop best in class portfolio monitoring and risk identification tools **Responsibilities** + Strong business acumen… more
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