- 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
- Rexel USA (Anaheim, CA)
- **The position of Regional Credit Manager will be based out of our Anaheim, CA location!** Summary The Region Credit Manager is responsible for managing ... credit analysis on new customers including financial reviews when required + Credit risk decision making responsibility within delegated levels of authority +… more
- Zions Bancorporation (Irvine, CA)
- …in Small Business & Middle Market Excellence Awards. We are looking for a seasoned Portfolio Manager in Irvine , CA . This role focuses on identifying ... such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc. + Keeps informed of… more
- US Bank (Newport Beach, CA)
- …new skills and discover what you excel at-all from Day One. **Job Description** Manages portfolio risk by ensuring timeliness and accuracy of all credit ... by providing guidance on credit structure and risk rating decisions and by participating in pre-flight discussions....initial and ongoing mentoring training to existing and new Credit Analysts, keeps existing portfolio audit-ready 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
- City National Bank (Long Beach, CA)
- …Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of ... ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgement in approving transactions. Recommends approval… more
- BMO Financial Group (Huntington Beach, CA)
- …(eg exception reports) for adherence to transactional policies and procedures. + Develops risk profiles, credit structuring of lending proposals, and completes ... portfolio information to monitor, analyze, and report on the quality of credit activities and risk -related decisions. + Understands customer needs and offers… more
- Wells Fargo (Newport Beach, 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
- BMO Financial Group (San Diego County, CA)
- …banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal ... Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch...target profile and create a calling plan. + Review credit applications to ensure sound credit granting… 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 (Irvine, CA)
- …personnel towards attainment of branch goals, including sales, client service and proper credit quality and risk management. Responsible for all aspects of his ... ** MANAGER BRANCH II** **WHAT IS THE OPPORTUNITY?** Responsible for managing a portfolio of personal & business clients and hold responsibility for the overall… 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
- 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