Senior Portfolio Credit & Relationship Manager
$75k - $112.5kPacific Western Bank
Pacific Western Bank in Santa Ana, CA, is seeking a full-time financial analyst to evaluate and structure credit requests. Responsibilities include analyzing financial statements and monitoring compliance with regulations. The ideal candidate should have a Bachelor’s degree in finance or accounting, along with strong analytical and computer skills, specifically in Microsoft Office applications. This role offers competitive salary ranging from $75,000 to $112,500 USD based on experience and qualifications. #J-18808-Ljbffr
$80k - $135k
The Virginia Society of CPAs is seeking a Credit Underwriter II in Newport Beach, California. This role is responsible for managing a portfolio of commercial real estate loans and delivering in-depth analyses to inform key decisions. The ideal candidate will have proven...Senior- BMO U.S. is seeking a specialist in customer service and portfolio management for lending services. The role involves managing lending proposals... ...has at least 7 years of relevant experience, expertise in credit products, and strong communication skills. This position is...Senior
- ...BMO is looking for a Credit Analyst in Irvine, California, to analyze credit information supporting lending decisions for Commercial... ..., monitoring credit conditions, and developing business relationships. The ideal candidate will have 5-7 years of relevant experience...Senior
$130k - $210k
...California is looking for a Senior Level professional to manage commercial real estate clients and loan portfolios. Responsibilities include... ...loans, cultivating client relationships, and ensuring compliance with... ...customer service, sales, and credit management. Competitive...Senior$96.5k - $207.5k
...Fifth Third Bank is seeking a Commercial Senior Portfolio Manager in Costa Mesa, California. In this role, you will manage complex commercial client portfolios, provide credit analysis and recommendations, and serve as a mentor to junior staff. The position requires at...Senior$130k - $210k
...Australia-Employment is seeking a Sr. Relationship Manager for Commercial Real Estate in Costa Mesa... ...CA. The ideal candidate will manage a portfolio of clients, generate real estate loans... ...of experience in customer service and credit portfolio management. The role offers...SeniorFlexible hours$130k - $210k
...well-established bank in California, is seeking a Relationship Manager II to build and manage a portfolio of commercial and/or CRE clients. This role demands... ...industry with a strong emphasis on customer service and credit portfolio management. The salary range for this...Senior$100k - $170k
...of revolving and installment credit products and strategies across... ...of credit policies; and portfolio monitoring & reporting. Our... ...creation of presentations to senior leadership team to communicate... ...and have approval from your manager to post (or the approval of your...Work experience placementWork from homeVisa sponsorshipWork visaMonday to Friday- ...AVP, Portfolio Relationship Manager, C & I BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company with... ...! THE OPPORTUNITY Responsible for providing financial, credit, and trend analysis for the delivery of the Banks credit...Work experience placementWork at officeLocal areaImmediate startFlexible hours
- ...Us Bank is looking for a Senior Credit Analyst to manage portfolio risk and participate in credit analyses. Ideal candidates will have a strong background in commercial real estate underwriting and analytical skills. The role requires working from a U.S. Bank location...Senior3 days per week
$122.54k - $208.72k
...leading financial institution is seeking a Senior Relationship Manager to develop and manage commercial... ...at least 5 years in lending and credit experience, alongside strong interpersonal... ..., promote bank products, and monitor portfolio profitability, contributing to the...Senior$129.58k - $240.66k
...Farmers and Merchants Bank of Long Beach is seeking a Relationship Manager 2 in Newport Beach, CA. This role involves managing and expanding a Commercial Real Estate loan portfolio while ensuring compliance with credit standards and regulations. The ideal candidate will...Senior$122.4k - $228k
...experienced professional for a role focused on managing key client relationships, driving revenue through business development, and overseeing credit approvals. The ideal candidate has over... ...of experience in relationship and portfolio management within a corporate banking...Senior- ...financial institution in California is seeking a Relationship Manager Senior CRE to manage a profitable loan portfolio focused on commercial real estate. The ideal... ...and strong skills in client servicing, sales, and credit analysis. You will be responsible for developing...Senior
$135k - $240k
A global investment firm is seeking a Portfolio Manager in Newport Beach to manage opportunistic credit investments. The role involves evaluating public and private... ...modeling, and communicating investment ideas to senior management. Candidates should have 2+ years in investment...Flexible hours$111.1k - $130.7k
...excel at-all from Day One. Job Description The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business...Temporary workWork experience placementLocal area$167.2k - $226.2k
...EverBank is looking for an Enterprise Portfolio Manager to oversee technology and non-technology projects in Irvine, California. This leader will manage a team, handle project execution strategies, and ensure successful initiative delivery. The ideal candidate should have...Senior$122.54k - $208.72k
...City National Bank in Irvine, California is seeking a Senior Relationship Manager for Commercial Real Estate. The role involves building and maintaining a profitable loan portfolio, identifying solutions for clients, and establishing strong relationships with various...Senior- CalPrivate Bank is looking for a Relationship Manager in Newport Beach, California, to develop and maintain relationships with high-net-worth clients and businesses. This role involves driving portfolio growth and ensuring compliance with internal policies. The ideal candidate...Senior
$75k - $112.5k
...OPPORTUNITY Responsible for providing financial, credit, and trend analysis for the delivery of... ...and prospects. Monitors assigned credit relationships for covenant compliance, collateral... .... In conjunction with Relationship Manager, involved in drafting loan documents prepared...Full timeWork experience placementWork at officeLocal areaImmediate startFlexible hours$122.54k - $208.72k
...RELATIONSHIP MANAGER SENIOR CB WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial... ...relationship profitability and portfolio risk and is responsible for profitable... ...develops prospects consistent with the credit culture of the bank. Is pro-actively...SeniorRemote work$147k - $250k
...and developing full banking relationships with professional... ...underwriting and analyst team in managing a large, complex portfolio to identify and communicate risk and monitor credit quality. Coordinate the underwriting... ...internal partnering with senior credit officers. Excellent...SeniorPermanent employment$122.54k - $208.72k
...What Is the Opportunity? Develops and manages relationships with commercial clients in the assigned... ...relationship profitability and portfolio risk and is responsible for profitable... ...develop prospects consistent with the credit culture of the bank. Proactively identify...SeniorRemote work$112k - $210k
KeyCorp is seeking a Senior Relationship Manager in Newport Beach, CA, to act as a Trusted Advisor for commercial real estate clients. This role... ...involves providing financial solutions, managing client portfolios, and achieving risk management goals. The ideal candidate...Senior- BMO Financial Group is looking for a Relationship Manager in Newport Beach, California. This role involves managing a portfolio of commercial clients, structuring complex lending solutions, and ensuring exceptional client service. The ideal candidate should have over 7...Senior
$154k - $205k
...Middle Market Senior Relationship Manager The hiring range for this position is $154,000 to $205,000... ...clients and can manage and develop a portfolio of relationships with target segments... .... Requires a strong understanding of credit, commercial products and financial statement...Senior$80k - $120k
...Senior Sales Account Executive - Santa Ana/LA, Houston/TX , Irving/TX Role: Hunt & close Ocean/Air freight, Warehousing, Trucking... ...Customs Brokerage. Meet monthly revenue quotas given by Sales management (based off monthly salary). Collaborate with CRM Specialists...SeniorLocal areaOverseas$234.28k - $398.27k
...Senior Manager, Portfolio Architecture Capital Group is seeking a seasoned technology leader to join our Global Technology Strategy & Architecture (GTSA) organization as a Senior Manager, supporting Global Business Services (GBS) and Corporate functions. This hands‑on,...SeniorFlexible hours$125k - $150k
...Commercial and Innovation Strategist (Sr. Portfolio Manager) Zymo Research is looking for a dynamic individual to join our Commercialization Team! At Zymo Research, Commercial and Innovation Strategists are the bridge between our scientific innovations and the market....SeniorLocal area$112k - $210k
...Senior Relationship Manager, IPG Location: 660 Newport Center Drive, Newport Beach California About the... ...profitable revenue growth, active portfolio management and a strong risk management... ...which includes: interim and permanent credit facilities, cash management, interest...SeniorPermanent employmentInterim role
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