- 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 (City Of Industry, 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
- 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
- BMO Financial Group (Chino, CA)
- …banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal ... for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned... is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with… more
- EverBank (Irvine, CA)
- …customer needs and issues. + Identifies, gathers, and analyze information to assess credit risk , establishes viability of sources of repayment and determines ... associates and assisting junior associates with the analysis and evaluation of credit relationships. + Assists Regional Commercial Banking Manager with… 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 (Anaheim, 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
- HSBC (Arcadia, CA)
- …wealth planning will be key as the WRM acquires, develops, advises, and retains a portfolio of clients. As the Wealth Relationship Manager , you will: + Build ... and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer...+ Good understanding of how to work with Compliance, Credit & Risk and Internal Control to… more
- Bank of America (Newport Beach, CA)
- …field + At least 4 years' experience as a development analyst, underwriter, asset manager , portfolio manager , and/or syndicator of debt and/or equity ... existing facilities, and advising the Commercial Real Estate Banking portfolio group on any post-closing credit actions...risk groups. The CDB Underwriter will work with Credit Officers and other members of the client coverage… more
- BMO Financial Group (Sherman Oaks, CA)
- …planning, stakeholder management, execution, evaluation and sustainment of initiatives. + Manages the risk of the assigned complex portfolio in a timely and ... equivalent combination of education and experience. + If a Credit Qualifiable job, Credit Qualifications and associated...with Sales Strategy and Sales referral process development + Risk Management - In-depth + Sales and Service Management… more
- City National Bank (Irvine, CA)
- **RELATIONSHIP MANAGER SENIOR** **WHAT IS THE OPPORTUNITY?** This person is responsible for motivating, coaching, directing, and managing the branch sales process ... from both the Relationship Managers who report to them, their own portfolio growth and development, and referrals and cross-sells from the service team.Managing… more
- US Bank (Woodland Hills, CA)
- …management business and retaining and expanding existing customer relationships. Manages the non- credit risk for customer portfolio . Monitors and enhances ... you excel at-all from Day One. **Job Description** The DPS Relationship Manager manages deposit intense middle market, commercial customers. Grows revenue as… more