- BMO Financial Group (San Jose, CA)
- …+ Detail-Oriented + Customer Service + Loan Structuring + Regulatory Compliance + Portfolio Management + Credit Risk Assessment + Banking Operations ... and manages poor performance. + Focus is primarily on business/ group within BMO; may have broader, enterprise-wide focus. +... credit knowledge and skills according to the credit portfolio requirements and qualification standards. +… more
- Intuit (Mountain View, CA)
- …drive business growth by supporting and scaling strategies for consumer lending and banking portfolio + Develop & Enhance the credit Policy and program and ... **Overview** Intuit's Consumer Group , including TurboTax, empowers millions of individuals to...TurboTax, and require a strong performer to join our Credit Risk Analysts. This role will be crucial in… more
- BMO Financial Group (San Jose, CA)
- …level of proficiency: + Product Knowledge + Regulatory Compliance + Structuring Deals + Portfolio Management + Credit Risk Assessment + Customer Service + ... Successful RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams,... credit knowledge and skills according to the credit portfolio requirements and qualification standards. +… more
- BMO Financial Group (San Jose, CA)
- …level of proficiency: + Product Knowledge + Regulatory Compliance + Structuring Deals + Portfolio Management + Credit Risk Assessment + Project Management ... of relevant experience in Relationship Management , Account Management or Portfolio Management in... credit knowledge and skills according to the credit portfolio requirements and qualification standards. +… more
- BMO Financial Group (San Jose, CA)
- …and investment management - required. + In-depth knowledge of client portfolio management . + Technical proficiency gained through education and/or business ... Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with...target profile and create a calling plan. + Review credit applications to ensure sound credit granting… more
- BMO Financial Group (San Jose, CA)
- …legal and regulatory requirements and lending policies and processes. + Applies the risk management framework to the portfolio to protect the Bank's assets and ... + Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data...maintain the quality of the lending portfolio in compliance with requirements for the lending process… more
- Intuit (Mountain View, CA)
- **Overview** Intuit's Global Business Solutions Group empowers millions of businesses worldwide to take control of their finances through the QuickBooks offering. ... QuickBooks solutions simplify financial management , enabling our customers to operate with confidence. We...by supporting and scaling strategies for the Money services portfolio . ? Work with the Fraud Risk & Governance… more
- Comerica (San Jose, CA)
- …Manager, Middle Market The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the ... group . This role will focus on clients that typically...Maintain knowledge of corporate banking, credit and non- credit products, trust, real estate, treasury management … more
- US Bank (Watsonville, CA)
- …responsible for facilitating the delivery of strategies and capabilities including portfolio management , trust administration, investment advisory and insurance. ... appropriate goals-based investment portfolios. WMAs advise clients using US Bank's Asset Management Group (AMG) or US Bancorp Investment's open architecture… more
- Banc of California (Menlo Park, CA)
- …+ Exit or remediate underperforming borrowers with minimal losses. + Lead the Portfolio Management collaboration effort with the Origination team prior to loan ... owning all aspects of client retention for an assigned group of borrowers, generating value for Banc of California...for the seamless transfer of the new client into Portfolio Management . + Proactively track performance of… more
- Comerica (Palo Alto, CA)
- …Life SciencesThe Relationship Manager role will be responsible for new business development, portfolio management and underwriting to support the needs of the ... group . This role will support start-up or technology-based companies...Maintain knowledge of corporate banking, credit and non- credit products, trust, real estate, treasury management … more
- Intuit (Mountain View, CA)
- …financial challenges. Serving more than 100 million customers worldwide with TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have ... Fintech Product PMO, as a Manager 3, Technical Program Management . The Fintech Product PMO's Mission is to accelerate...PMO leadership team, you will own and drive the portfolio of programs that deliver on Intuit's most important… more
- Stanford University (Stanford, CA)
- …analysis and work on complex financial models that will be used to inform management on the debt portfolio : 1. Forecast projected debt uses; 2. Assist ... Financial Analyst, Treasury **Business Affairs: Financial Management Services (FMS), Redwood City, California, United States**...implement approved changes. Assist in monitoring the internal debt portfolio and the use of funds to ensure compliance… more
- Intuit (Mountain View, CA)
- **Overview** Intuit's Global Business Solutions Group empowers millions of businesses worldwide to take control of their finances. Our solutions simplify financial ... management , enabling our customers to operate with confidence. We...are expanding our focus within the Global Business Solutions Group , and require a strategic leader to manage and… more
- Deloitte (San Jose, CA)
- …consider a career in the national international Compliance & Reporting Services (iCRS) group within Deloitte's International Tax practice. What you'll do As a Tax ... 8975, and Form 1118 + Experience with foreign tax credit (FTC) planning including gathering income sourcing data and...- Certified Business Analysis Professional + Certified SAFe Lean Portfolio Manager + Certified SAFe Architect + Certified SAFe… more
- CDM Smith (San Jose, CA)
- …role is crucial for overseeing the unit's operating activities, including resource management , technical solutioning, and driving revenue and sales growth. The Unit ... market trends. * As a member of the Executive Management Committee (EMC) leads and supports the execution of...service. * Monitors business operations through monthly reviews of group progress and assists in mid-course adjustments as needed… more
- Intuit (Mountain View, CA)
- …Strategy Manager, Money". This role will focus on driving our embedded 'Money' portfolio of products which bridges TurboTax and Credit Karma with offerings ... closely with senior leadership and cross-functional teams, including Product Management , Marketing/Go-to-Market, and Operations. This role offers the unique… more