- Umpqua Bank (OR)
- Portfolio Servicing Manager II Commercial Banking Spokane, Washington NA, Oregon NA, California NA, Idaho **Description** **About Us:** At Umpqua, we ... Together for better. **About the Role:** Monitor and manage an assigned portfolio of Commercial Real Estate loans and relationships. Collaborates and teams with… more
- Comerica (Los Angeles, CA)
- Job Description Portfolio Manager II - Private BankingThe Portfolio Manager is responsible for managing a portfolio of existing relationship for ... due loan payments, exceptions, overdrafts, and maturing loans. Provides day-to-day servicing of portfolio including credit risk monitoring. Conducts interviews… more
- Citizens (Chicago, IL)
- …Internet, Industrial Tech/Hardware, Semiconductors, IT Services, Cybersecurity, and Digital Assets. The Portfolio Manager II is responsible for credit and ... risk administration of an assigned portfolio of accounts in our Corporate Banking Team. Primary...+ Regular client interaction to support and complement Relationship Manager both for new credit and ongoing servicing… more
- Truist (Columbia, SC)
- …**Please review the following job description:** The Wealth Credit Delivery Portfolio Manager is responsible for underwriting loan transactions, including ... (ie wholesale) credit requests. In addition, the Wealth Credit Delivery Senior Portfolio Manager proactively manages an assigned portfolio of… more
- Wright-Patt Credit Union Inc. (Beavercreek, OH)
- The Relationship Manager II ("RM2") is responsible for...of 5 years' experience as a credit analyst and/or portfolio manager . + At least 7 years ... book new business requests. (20%) + Manages and services an existing portfolio of business member relationships to include conducting annual reviews, processing… more
- Comerica (Denver, CO)
- …months (2 years preferred) of experience underwriting commercial loans Assistant Vice President, Portfolio Manager II + Bachelor's Degree from an accredited ... development activities, as appropriate. Qualifications Position Qualifications: First Level Officer, Portfolio Manager I + Bachelor's Degree from an accredited… more
- Comerica (Costa Mesa, CA)
- Job Description Portfolio Manager II Under minimal supervision, manages portfolio of existing, complex customer relationships to ensure ongoing ... customers under their management. Coordinates with key internal partners to support servicing of existing customer base. Position Responsibilities: Portfolio and… more
- Citizens (Pittsburgh, PA)
- Description The Relationship Manager (RM) is the central contact person for establishing Middle Market new clients and is responsible for representing Citizens Bank ... appetite. Within the Middle Market/Emerging Markets team, the Relationship Manager will focus on companies with annual revenue between...value to a diverse set of companies within the portfolio . + Both delegate and work closely and effectively… more
- Huntington National Bank (Columbus, OH)
- Description As aC ommercial Portfolio Manager II - CSG Corporate Mortgage Finance , you will be responsible for underwriting CMF Lending facilities, ... of Huntington's Corporate Mortgage Finance Group (CMFG). The CMFG Portfolio Manager II requires 2-5...backed credit facilities to include mortgage warehouse lines, mortgage servicing assets and other mortgage related asset-backed and SPE… more
- HUB International (Lake Oswego, OR)
- …with others **Here's where you come in:** We are currently seeking an Account Manager to join our growing Commercial Insurance team. You'll be servicing the ... of benefits that are customizable to fit your personal needs - a portfolio of both comprehensive and affordable choices. Our work environment encourages critical and… more
- Bank of America (Fort Worth, TX)
- Relationship Administrator II Plano, Texas;Fort Worth, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... an impact. Join us! **Job Description:** _Manages and services portfolio of complex real estate loans in support of...legal counsel to ensure understanding of loan structure and servicing requirements. Works closely with loan closers, line of… more
- Eastern Bank (Portsmouth, NH)
- The Treasury Services Analyst II candidate would manage both onboarding new customers and provide continuing support to guarantee an excellent customer experience. ... offerings. **Major Responsibilities:** * Onboarding new customers: Act as a project manager to coordinate a smooth onboarding experience for new clients. This would… more
- Middlesex Savings (Natick, MA)
- **Overview** The incumbent provides superior portfolio management for a moderate size commercial loan portfolio . This involves (i) working with 2-3 Loan Officers ... strategy and operating performance in order to provide superior banking service; and ( ii ) ensuring required financial information is provided on a timely basis, and… more
- Bank of America (Fort Worth, TX)
- Relationship Administrator II Fort Worth, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... and make an impact. Join us! Independently manages and services a high volume portfolio of complex real estate loans in support of the Mortgage Warehouse line of… more
- Eastern Bank (Lynn, MA)
- The purpose of the Client Support Specialist II is to provide daily support for commercial clients using our cash management products and services. This candidate ... ensure an ongoing positive client experience. **Major Responsibilities:** + Support a portfolio of Commercial and/or Private Banking clients, acting as their primary… more
- City National Bank (Los Angeles, CA)
- *SMALL BUSINESS/CONSUMER CREDIT OFFICER II * WHAT IS THE OPPORTUNITY? This position is responsible for the end-to-end credit and compliance management process for ... compliance. * Executes new processes, procedures and policy changes relating to portfolio management and support. * Identifies and elevates opportunities for process… more
- M&T Bank (Wilmington, DE)
- …waterfall distributions. Additionally, the team monitors and reports on various portfolio compliance requirements related to the underlying portfolio asset ... to participate in. You'll gain experience by: + Supporting the Relationship Manager with oversight of client relationships + Performing daily cash application and… more
- KeyBank (Overland Park, KS)
- …with voided checks, payment reversals and other like activity of the servicing portfolio . + Pre-Authorized Transfer (PAT) setup and ongoing maintenance ... DESCRIPTION** + Under the direction of the Internal Accounting Manager , the person will be part of the team...Corporate Accounting on issues concerning the General Ledger. **Energy Servicing ** + Review legal agreements to identify intended role… more
- Truist (Mount Laurel, NJ)
- …lists, providing calendar assistance, etc. Support the sales process and portfolio growth through recognition of referral opportunities using internal resources and ... attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress.… more
- PennyMac (Fort Worth, TX)
- …a comprehensive mortgage platform and integrated business focused on the production and servicing of US mortgage loans and the management of investments related to ... and report on financial and accounting aspects of assigned portfolio , including performance and profitability, timelines of disposition, overall characteristics,… more