- Banc of California (Santa Ana, CA)
- …for conducting independent credit examinations of loan portfolios to evaluate credit risk management processes to loan originations and portfolio ... the Company operates. **HOW YOU'LL MAKE A DIFFERENCE** + Lead and participate in comprehensive credit reviews...or University and a minimum of 10 years commercial lending/ credit risk management experience, including… more
- Banc of California (Santa Ana, CA)
- …- proposes and creates technical solutions for the business unit. + **Project Management :** Lead IT projects related to BSA/AML/GRC applications, ensuring they ... relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of… more
- Banc of California (Santa Ana, CA)
- …jointly with Relationship Managers and Underwriters to meet both the bank's risk management appetite and the prospects needs. Understand basic underwriting ... + Sources, identifies and prequalifies fee income opportunities including treasury management , foreign exchange, merchant services, and corporate/business credit … more
- JPMorgan Chase (Irvine, CA)
- … management tools. + Keep up with industry trends and best practices in credit risk management to enhance decision-making and maintain a competitive edge. ... company, customers, and communities. As a Lead Credit Officer within the Credit Risk...degree in a related field. + Experience with proprietary credit risk management tools. FEDERAL… more
- Wells Fargo (Irvine, CA)
- **About this role:** Wells Fargo is seeking a Senior Lead Credit Vendor Program Sales Specialist to support Equpment Finance and Vendor Finance new program ... to clients, strategically leading internal coordination, and submitting transactions to management or independent risk for approval + Strategically engage… more
- BMO Financial Group (Newport Beach, CA)
- …and an ongoing review the client's banking needs. + Coordinates client relationship management with the lead relationship manager for the assigned portfolio. + ... and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops… more
- KeyBank (Newport Beach, CA)
- …and serving on community-based boards and committees to represent Key within the market. ** Credit & Risk Role:** + Lead a team in accordance ... and deal selection as well as appropriate pricing and credit risk parameters. + Aggressively develops CDLI...required documentation is executed, and booked accurately. + Takes risk management ownership of existing loan portfolio… more
- BMO Financial Group (Newport Beach, CA)
- …+ Ensures new business meets policy and procedures requirements for profitability and risk management . + Provides advice and support where needed with a ... products, monitoring/operational processes and applications. + In-depth / expert knowledge of risk management concepts. + Expert communication and relationship … more
- BMO Financial Group (Newport Beach, CA)
- …loan structure, etc. + Grants loan requests within specified limits, using understanding of credit scoring and risk management concepts. + Monitors covenants ... credit strengths, weaknesses, industry risks, and anomalies that lead to further investigation. Determines or amends applicable loan agreement covenant… more
- City National Bank (San Diego County, CA)
- …market. Provide integrated financial services advice to these clients including: banking, credit , asset management , trust and estate planning, and brokerage. ... timely and proactive manner with clients and with all risk areas, especially the Credit Team where...experience in one or more of the following: asset management , banking/ credit , personal trust, and brokerage services.… more
- Wells Fargo (Laguna Niguel, CA)
- …customers and company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational, Regulatory Compliance), ... portfolio by developing deeper relationships of existing customers and managing risk + Effectively collaborate and consult with internal small business partners… more
- Columbia Bank (Irvine, CA)
- …Banking Regulatory, Information Technology, Information Security, Data Analytics, Digital Banking. Enterprise Risk Management , Credit risk , Market ... **You:** + Bachelor's degree in business, accounting, economics, auditing or risk management , information technology, mathematics or statistics, related degree… more
- City National Bank (Newport Beach, CA)
- …personnel towards attainment of branch goals, including sales, client service and proper credit quality and risk management . Responsible for all aspects ... includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the...senior support and act as a role model to lead by example & foster a proactive business development… more
- Columbia Bank (Newport Beach, CA)
- …monitors credit quality of loans and manages multifaceted asset management portfolios to meet complex client financial needs. This position requires expertise ... Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach,...timely and proactive manner with clients and with all risk areas, especially the Credit team when… more
- Parker Hannifin Corporation (Irvine, CA)
- …+ Proficient in contract management concepts, tools, techniques, and risk management . Strong negotiation skills. Comprehensive knowledge of legal principles ... : IRVINE, CA, United States Job Family : Program Management Job Type : Regular Posted : Sep 30,...instrumental in fulfilling our mission: 'Enabling Engineering Breakthroughs that Lead to a Better Tomorrow.' Pursuing a career at… more
- BMO Financial Group (San Clemente, CA)
- …with legal and regulatory requirements and lending policies and processes. + Applies the risk management framework to the portfolio to protect the Bank's assets ... requirements for the lending process and established yield, quality, diversification, and risk guidelines. + Makes credit recommendations for personal lending… more
- Financial Partners Credit Union (Costa Mesa, CA)
- …executing the credit union's information security, data privacy and cyber risk strategy. Reporting to the Chief Operation Officer and working closely with the ... policies + Evaluate business activities (eg investments, assets, processes) to assess compliance risk to NIST CSF and Credit Union standards + Participate in… more
- BMO Financial Group (Newport Beach, CA)
- …to complex RFPs + Experience with Sales Strategy and Sales referral process development + Risk Management - In-depth + Sales and Service Management -In-depth ... We are seeking a highly motivated Regional Manager to lead a team of relationship managers in our Emerging...will develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as… more
- CIBC (Newport Beach, CA)
- …Understand and comply with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes relationship risk issues ... Management & Administration. + Individual will be the lead overall strategy of the relationship, serving as a...credit , lending, investment strategy, trust administration and wealth management solutions. + You put our clients first. You… more
- Black & Veatch (Irvine, CA)
- …role, you will have the opportunity to: * Responsible for pursuit management , coordination of proposals, interviews and negotiations leading to selection * Manage ... or large services scope and generally with medium to high- risk profiles * Manage multiple pursuits of differing revenue,...in this role interface directly with the Client Account Management , Project Director and Project Manager, to develop the… more
