- BMO Financial Group (Irvine, CA)
- As part of the NACB HQ 1st line Non-Transactional Credit Risk Initiatives team, this role will work closely with the Commercial line of business to monitor the ... US Commercial portfolio , provide oversight/coordination of Commercial Bank Regulatory Exams, and...representing the interests of US Commercial on ad hoc credit risk initiatives. As such, we are… more
- BMO Financial Group (Irvine, CA)
- **As part of the NACB HQ Non-Transactional Credit Risk Initiatives team, this role will work closely with the line of business to provide oversight/coordination ... of Commercial Bank audit activity and various credit risk initiatives, ensuring a consistent, forward-looking approach to matters impacting NACB.** Leads… more
- BMO Financial Group (City Of Industry, CA)
- Come join our amazing team! We are currently searching for a Senior Commercial Portfolio Manager to join our team in the Emerging Middle Market, Pac Rim ... summary in conjunction with the Relationship Managers and Credit Manager to address all material aspect...of the request. + Supports management of the Relationship Manager portfolio by addressing covenant violations, completing… more
- Enterprise Bank & Trust (Anaheim, CA)
- …communities.** **Together, there's no stopping you!** **Job Title:** VP, Loan Portfolio Manager **Job Description:** **Summary** Responsible for proactive ... identifying cross-selling and referring opportunities to other Bank solution partners. Ongoing credit monitoring and risk rating management will be essential to… more
- Rexel USA (Anaheim, CA)
- **The position of Regional Credit Manager will be based out of our Anaheim, CA location!** Summary The Region Credit Manager is responsible for managing ... credit analysis on new customers including financial reviews when required + Credit risk decision making responsibility within delegated levels of authority +… more
- Zions Bancorporation (Irvine, CA)
- …in Small Business & Middle Market Excellence Awards. We are looking for a seasoned Portfolio Manager in Irvine , CA . This role focuses on identifying ... such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc. + Keeps informed of… more
- City National Bank (Irvine, CA)
- …creative ways to structure credits ensuring that transactions are within profitability and portfolio risk standards. Authors credit approval memorandum. + ... diligence and background evaluation is complete and thorough before Credit Risk Recommendation ("CRR") is submitted. **What...client meetings at Relationship Manager , Team Leader, Manager or Credit Manager 's request… more
- Amalgamated Bank (Pasadena, CA)
- … Analyst will work closely with senior underwriters, the origination team and credit risk management in reviewing and analyzing financial statement reports, ... conducting due diligence, helping structure the transaction, assessing credit risk ratings, preparing deal screen presentations,... credit committee and monitoring, and managing the credit portfolio . Essential Job Functions: + Analyze… more
- City National Bank (Long Beach, CA)
- …Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of ... ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgement in approving transactions. Recommends approval… more
- Wells Fargo (Placentia, CA)
- …customers and company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational, Regulatory Compliance), ... Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small...business products and services can support businesses in the portfolio + Ensure the overall success and growth of… more
- BMO Financial Group (Covina, CA)
- …(eg exception reports) for adherence to transactional policies and procedures. + Develops risk profiles, credit structuring of lending proposals, and completes ... portfolio information to monitor, analyze, and report on the quality of credit activities and risk -related decisions. + Understands customer needs and offers… more
- BMO Financial Group (Chino, CA)
- …banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal ... for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned... is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with… more
- EverBank (Irvine, CA)
- …customer needs and issues. + Identifies, gathers, and analyze information to assess credit risk , establishes viability of sources of repayment and determines ... associates and assisting junior associates with the analysis and evaluation of credit relationships. + Assists Regional Commercial Banking Manager with… more
- City National Bank (Irvine, CA)
- …personnel towards attainment of branch goals, including sales, client service and proper credit quality and risk management. Responsible for all aspects of his ... ** MANAGER BRANCH II** **WHAT IS THE OPPORTUNITY?** Responsible for managing a portfolio of personal & business clients and hold responsibility for the overall… more
- City National Bank (Anaheim, CA)
- …discovery activities with existing clients to grow current book eg, deposits, investments, credit . + Business & Risk Management - maintain awareness of updates ... **RELATIONSHIP MANAGER II** **WHAT IS THE OPPORTUNITY?** Responsible for...and expansion of existing relationships in their own client portfolio and will actively work with other areas of… more
- HSBC (Arcadia, CA)
- …wealth planning will be key as the WRM acquires, develops, advises, and retains a portfolio of clients. As the Wealth Relationship Manager , you will: + Build ... and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer...+ Good understanding of how to work with Compliance, Credit & Risk and Internal Control to… more
- BMO Financial Group (Sherman Oaks, CA)
- …planning, stakeholder management, execution, evaluation and sustainment of initiatives. + Manages the risk of the assigned complex portfolio in a timely and ... equivalent combination of education and experience. + If a Credit Qualifiable job, Credit Qualifications and associated...with Sales Strategy and Sales referral process development + Risk Management - In-depth + Sales and Service Management… more
- Bank of America (Ontario, CA)
- GCB Sr. Relationship Manager - Middle Market Ontario, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... the Inland Empire. Position may be filled as a Sr. Relationship Manager or Relationship Manager , depending on experience and qualifications.… more
- City National Bank (Irvine, CA)
- **RELATIONSHIP MANAGER SENIOR** **WHAT IS THE OPPORTUNITY?** This person is responsible for motivating, coaching, directing, and managing the branch sales process ... from both the Relationship Managers who report to them, their own portfolio growth and development, and referrals and cross-sells from the service team.Managing… more
- US Bank (Woodland Hills, CA)
- …management business and retaining and expanding existing customer relationships. Manages the non- credit risk for customer portfolio . Monitors and enhances ... you excel at-all from Day One. **Job Description** The DPS Relationship Manager manages deposit intense middle market, commercial customers. Grows revenue as… more