- US Bank (Newport Beach, CA)
- …bank has an exciting opportunity for a dynamic Senior Banker on US Bank's Commercial Banking Team. The ideal candidate has proven business development experience ... having the ability manage and grow a large, complex commercial loan portfolio . Candidate should have knowledge...experience with regards to advising clients and prospects on commercial banking ancillary product sets and services,… more
- Comerica (Costa Mesa, CA)
- Job Description Portfolio Manager II Under minimal supervision, manages portfolio of existing, complex customer relationships to ensure ongoing profitability ... the sale of additional financial services. Maintains a moderate understanding of commercial , economic and financial circumstances and how they impact the customers… more
- Banc of California (Gardena, CA)
- …Experience in commercial and other related forms of lending and portfolio products preferred. + Advanced skills in computer terminal and personal computer ... BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of… more
- US Bank (Newport Beach, CA)
- … Manager to come in and manage and grow large and complex portfolio of commercial loans. This sales and relationship focused individual will prospect ... retain and expand relationships with existing customers. The Relationship Manager will sell appropriate bank products and services to...experience in managing and growing a large and complex portfolio of commercial loans - Strong leadership… more
- Banc of California (Santa Ana, CA)
- …assisting the Commercial Banking Managers with management of the Commercial Bank Portfolio . Provides accurate, timely and extensive information for all ... holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of...Real Estate Relationship Managers with the management of the Commercial Real Estate Bank Portfolio . + Treat… more
- BMO Financial Group (Sherman Oaks, CA)
- We are seeking a Regional Manager to lead the markets of Los Angeles and North Valley/Santa Barbara for our Diversified Industries Group covering middle-market ... in-depth level of Credit knowledge and skills and an in-depth level of Portfolio Management knowledge and skills according to the standards established within the… more
- BMO Financial Group (Newport Beach, CA)
- …will be forming a new dedicated centralized resource team focused on active portfolio exposure management. Team will work with LOBs and specialty partners to develop ... balance sheet velocity to better manage risk or enhance returns. Analyzes portfolio to identify candidates and advises relationship managers on de-risking strategies… more
- Comerica (Costa Mesa, CA)
- …at least 10% of the time. Qualifications Position QualificationsVice President, Relationship Manager III, US Banking + Bachelor's Degree from an accredited ... role will be responsible for new business development, portfolio management and underwriting to support the needs of...3 years of financial sales experience Vice President, Relationship Manager IV, US Banking + Bachelor's Degree… more
- BMO Financial Group (Newport Beach, CA)
- …in-depth level of Credit knowledge and skills and an in-depth level of Portfolio Management knowledge and skills according to the standards established within the ... help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience,… more
- Comerica (Costa Mesa, CA)
- …application of credit policy in analysis and address escalations to Relationship Manager , Portfolio Manager and/or Credit Administration Officer (RM/PM/CAO). ... to ensure thorough and complete underwriting prior to submission to Relationship Manager , Portfolio Manager and/or Credit Administration Officer (RM/PM/CAO).… more
- KeyBank (Newport Beach, CA)
- **Location:** 2390 East Camelback Road - Phoenix, Arizona 85016 The Portfolio Manager provides relationship management support for assigned portfolio of ... clients who are clients and prospects who are primarily active commercial real estate owners, investors and developers. Portfolio Managers work in strong… more
- US Bank (Newport Beach, CA)
- …role has multiple levels, open to candidates with a minimum of 5 years of commercial banking experience. The successful candidate will be hired for the level of ... the position that aligns with their experience.** The Portfolio Manager partners with assigned Relationship ...equivalent work experience + Five or more years of commercial banking experience **Preferred Skills/Experience** + Extensive… more
- CIBC (Newport Beach, CA)
- …CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Advisor's primary purpose is identifying, cultivating and introducing ... family offices, endowments and foundations. This person is aligned with Private Banking and works closely building a team around the clients that includes… more
- City National Bank (Irvine, CA)
- *CREDIT OFFICER LEAD CORPORATE BANKING - Food and Beverage * WHAT IS THE OPPORTUNITY? Participates in the loan management process by providing credit and loan ... agreements, amendments, consents, waivers, forbearance agreements, etc. * Manage a portfolio of borrowers across multiple food and beverage subsectors with various… more
- Bank of America (Newport Beach, CA)
- …including ability to maintain effective working relationships with underwriting partners, portfolio manager partners, relationship administrators, Credit Risk ... Sr. Relationship Manager - Commercial Real Estate -...level financing solutions.The SRM is responsible for managing a portfolio of clients and leads a client service team… more
- Banc of California (Santa Ana, CA)
- …BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed… more
- BMO Financial Group (Newport Beach, CA)
- …on business management and other financial matters. + Develops and manages Commercial banking relationships, plans for prospective clients; + may include ... largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the US...and cross border/international fee income. In addition, the Relationship Manager will be tasked with leveraging the bank and… more
- Citizens (Irvine, CA)
- Description The Sr Private Bank Lending Specialist supports the Relationship Manager with their loan portfolio with extraordinary care and service. The Sr ... origination systems, and regulatory requirements involved in residential and/or commercial real estate/multi-family lending. Primary responsibilities include + Works… more
- Bank of America (Newport Beach, CA)
- …Qualifications:** . 3+ years of solid experience in Commercial Banking performing financial analysis, structuring, underwriting and portfolio management . ... approves complex credit transactions with some coaching from the CO/ Commercial Credit Manager (CCM). The UW leads...of the monitoring and maintenance activities on an assigned portfolio or market, including a higher composition of complex… more
- Enterprise Bank & Trust (Cerritos, CA)
- …or university with a minimum of seven years related experience and/or training in commercial banking **Computer and Software Skills:** + Word + Excel + Bankway ... SVP, Relationship Manager **Job Description:** **Summary:** Senior level relationship manager that develops and manages new commercial deposit and loan… more