- BMO Financial Group (San Ramon, CA)
- …Industrial (C&I) opportunities in partnership with Recommenders and Credit Officers. The Credit Portfolio Officer will analyze credit information to ... new and existing Commercial banking loans and credit solutions in an assigned portfolio of... credit knowledge and skills according to the credit portfolio requirements and qualification standards. +… more
- Comerica (Palo Alto, CA)
- …amendments. + Adheres to Risk Management policies and guidelines, ie regulatory compliance, portfolio and credit quality, and portfolio management. + Assists ... understanding of customers under their management. + Identify & resolve operational and credit issues with loans held in portfolio with general supervision. +… more
- Comerica (Palo Alto, CA)
- …support to the RMs and PMs. Conducts customer research for officer calls, preparing/maintaining/distributing portfolio lists, reports, mailing lists, ... Lending Assistant acts as point of contact for customers, relationship managers, portfolio managers, and loan closers as appropriate to facilitate loan servicing and… more