- 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 (Newport Beach, 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
- Robert Half Finance & Accounting (Long Beach, CA)
- …of both new and existing customers. Responsibilities: * Oversee credit risk monitoring and manage the receivables portfolio * Onboard new customers, ... Description We are on the hunt for a diligent Credit /Collections Supervisor/ Manager to join our Electronics industry...in Long Beach, California. This role primarily involves overseeing credit risk monitoring, onboarding new customers, and… more
- BMO Financial Group (Newport Beach, CA)
- …and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. + Seasoned professional with ... of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies… 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
- Bank of America (Newport Beach, CA)
- …PMO is an individual contributor who reports to the CREB Regional Portfolio Manager (CPM) and partners closely with Credit Officers and Underwriters. The PMO ... Products team members. They report to the Sr. Credit Products Manager and partner closely with...for all monitoring and maintenance activities on an assigned portfolio including risk rating scorecards, annual sponsor/guarantor… more
- Bank of America (Newport Beach, CA)
- …level of support from the CPO/CPM. The PMO also participates in the internal credit approval process led by client manager (straight forward transactions) and/or ... Portfolio Management Officer II / III Greensboro, North...guidelines, and applicable regulatory requirements. They report to the Credit Products Manager (CPM) and partner closely… more
- Wells Fargo (Tustin, 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
- PNC (Ontario, CA)
- …+ As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk for the most complex credit requests by utilizing ... to contribute to the company's success. As a(n) Relationship Manager III - C&IB within PNC's Commercial Banking organization,...analysis, negotiation and documentation of credit and non- credit products and services. + Manages risk /return… more
- BMO Financial Group (Brea, 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
- Bank of America (Newport Beach, CA)
- Relationship Manager Development Program - Global Commercial Banking San Diego, California;Newport Beach, California **Job Description:** At Bank of America, we are ... designed to help develop foundational knowledge and commercial bank-specific sales and credit skills with the goal of transitioning into a Senior Relationship … more
- City National Bank (Newport Beach, 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
- Enterprise Bank & Trust (Anaheim, CA)
- …pertinent financial data. + Analyzes pertinent financial information and determines whether a credit is an acceptable risk . + Approves loans within assigned ... client experience. **Qualifications:** + Must have demonstrated skills in commercial credit underwriting, business development and portfolio management for… more
- Bank of America (Newport Beach, CA)
- …solutions to Technology and Emerging Growth companies including Global Treasury Services, Credit , Risk Management (FX & Derivatives), Capital Raising & Advisory ... Sr. Relationship Manager -Global Commercial Bank - Middle Market -...increase overall client satisfaction. **Responsibilities:** + Manages an extensive portfolio of complex technology clients and prospects with annual… more
- Enterprise Bank & Trust (Anaheim, CA)
- …financial data.** + **Analyzes pertinent financial information and determines whether a credit is an acceptable risk .** + **Approves loans within assigned ... client experience.** **Qualifications:** + **Must have demonstrated skills in commercial credit underwriting, business development and portfolio management for… more
- Enterprise Bank & Trust (Anaheim, CA)
- …pertinent financial data. + Evaluates pertinent financial information and determines whether a credit is an acceptable risk . + Approves loans within assigned ... related information. **Qualifications:** + Must have demonstrated skills in commercial credit underwriting, business development and portfolio management for… more
- BMO Financial Group (Newport Beach, 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 (Newport Beach, CA)
- GCB Sr Relationship Manager -R (Middle Market) San Diego, California;Newport Beach, California **Job Description:** At Bank of America, we are guided by a common ... client satisfaction. Position may be filled as a Relationship Manager or a Sr. Relationship Manager , depending...or San Diego, CA. **Responsibilities:** + Manages an extensive portfolio of complex clients and prospects with annual revenues… 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