Senior Portfolio Credit Analyst & Relationship Strategist
Banc of California
Banc of California is seeking a credit professional to analyze and structure credit requests for middle market clients. You will assess borrower creditworthiness, monitor risk ratings, and support loan documentation with the relationship manager.
Responsibilities include conducting financial analyses, reviewing third-party reports, and ensuring compliance with banking regulations and policies. Strong analytical and communication skills are essential.
#J-18808-Ljbffr- ...First American seeks a seasoned Relationship Manager, Trust Counsel to serve as a trusted legal advisor on trust and estate matters for high-net-worth individuals and families. You will work with trustees, beneficiaries, and internal partners to guide fiduciary decisions...Senior
$750 per month
...from Day One.Job DescriptionThe Commercial Real Estate Senior Credit Analyst 3 manages portfolio risk by ensuring timeliness and accuracy of all... ...applicablePortfolio Management & Credit MonitoringSupport Relationship Managers and Portfolio Managers in managing an...SeniorFull timeWork experience placementWork at officeLocal area3 days per week- ...California is one of the nation’s premier relationship-based business banks, providing banking... ...for providing financial, credit, and trend analysis for the delivery of... ...Number: AVPPO004955Job Category: Credit, Portfolio Management \& Sales SupportSchedule: Full...SuggestedFull timeWork experience placementWork at officeLocal areaImmediate startFlexible hours
- CalPrivate Bank in Newport Beach, CA is seeking a Relationship Manager to develop, manage and expand relationships with... ...real estate investors. You will provide tailored credit and deposit solutions, monitor portfolio performance, and act as a strategic advisor through...Senior
- ...Avid Bioservices, Inc. in California is seeking a Senior Procurement Specialist to lead sourcing lifecycle, optimize costs, and ensure supply continuity across direct and indirect categories. You will advise stakeholders and build resilient supplier networks to support...SeniorFull time
- ...California is one of the nation’s premier relationship-based business banks, providing banking... ...Responsible for providing financial, credit, and trend analysis for the delivery of... ...needed.Prepare quarterly risk reviews and portfolio assessments.Evaluate Borrower requests (...Full timeWork at officeLocal areaImmediate startFlexible hours
$265k - $305k
...range of fixed income and credit opportunities,... ...capital base and deep relationships with issuers have helped... ...Contribution (DC) Solutions Strategist to join the Defined... ...Product Strategy, Portfolio Management, Marketing,... ...institutional investors, senior decision-makers, and...SeniorFlexible hours$30.9 - $37.76 per hour
...Job Title Relationship Bankers Job Description Relationship Bankers build relationships with customers by meeting face to face... ...and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and...SeniorTemporary work- ...Relations Specialist to manage vendor partnerships from our Newport Beach, CA or Charlotte, NC offices. This on-site role focuses on relationship management, performance monitoring, and cross-functional collaboration to improve customer experience and operational efficiency...Senior
$25 - $26.77 per hour
...the financial goals. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$25 - $26.77 per hour
...cash transactions for clients as needed. Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$50k - $100k
...generating appointments, and building new relationships within the community. Addresses... ...resolves issues raised through consumer credit audits and quality checks to ensure accurate... ...the risk management framework to the portfolio to protect the Bank's assets and...Contract workPart timeLocal areaImmediate startDay shift$24 - $30 per hour
...About the Role:Relationship Bankers build meaningful, long-term client relationships by exhibiting... ...and maintaining a loan and deposit portfolio.Educates customers about the availability... ...the Bank who do not discuss particular credit terms available and do not refer the consumer...Weekend work- ...Orange County’s Federal Credit Union (OCFCU) is seeking a Relationship/Personal Banker/Member Service Representative to blend service, sales and problem-solving for members. Based in Santa Ana, the role involves handling teller transactions, opening accounts, guiding...
- ...Relationship Banker - Orange County North Market Anaheim, California;Anaheim, California; Orange, California; Brea, California; Anaheim, California; Yorba Linda, California; Pomona, California; Orange, California; Anaheim, California; Fullerton, California; Placentia,...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Citi is seeking a Wealth Relationship Manager in Fountain Valley, California. In this role, you'll manage affluent clients, offering tailored financial solutions based on your strong analytical and financial skills. You'll work closely with product specialists and ensure...Senior
$24 - $38.5 per hour
...About UsVeros Credit is committed to making vehicle ownership possible for everyone. Through... ...a lot more!About The PositionThe Credit Analyst II (Auto Finance) will be responsible... ...and capture approvals.Build strong relationships with the sales & marketing team, funders...Hourly payWork experience placement$116k - $216k
...Beach CaliforniaJob SummaryThe Senior Relationship Manager serves as the... ...profitable revenue growth, active portfolio management and a strong... ...partner (financial strategist).Provides the client with knowledge... ...: interim and permanent credit facilities, cash management...SeniorPermanent employmentFull timeInterim roleWork at officeFlexible hoursNight shift$19 - $23 per hour
Start your banking career with a team that invests in your success. We are seeking a customer-focused Relationship Banker I to provide exceptional service, process banking transactions, open new accounts, and help customers identify financial solutions that meet their...Hourly payWork at office- Cathay Bank in Fountain Valley, CA is hiring a Relationship Banker I to deliver exceptional service, process transactions, open accounts, and tailor financial solutions for customers. This role focuses on building lasting relationships and supports branch operations. The...
$90k - $135k
...answer any questions you have. We are looking for a Senior Corporate Finance & Strategy Analyst to join our Corporate Finance & Strategy team. This role... ...who communicates clearly and builds strong working relationships across Finance and with cross-functional partners Comfortable...SeniorFull timeRemote workWorldwideFlexible hoursShift work$23 - $27 per hour
...Salary Range: $23.00 To $27.00 Hourly Build Relationships. Build Futures. Build Your Career. At Orange County’s Federal Credit Union (OCFCU), banking is personal - always... ...Service Rep IV - $23.00-$25.00 per hour Senior Rep. I - II - $25.50 - $27.00 per hour...Hourly payWeekday work$105.8k
...Contract Surety, and Bail Bond insurance. We have offices nationwide and we are dedicated to providing superior local relationships, expertise, and service. Senior Underwriter - Contract Surety - Southern California (Orange County remote preferred)A Senior Underwriter is...SeniorContract workWork at officeLocal areaRemote workFlexible hours$125k
...A financial advisory firm in Irvine, California, is seeking a Wealth and Estate Planning Strategist. This role requires 10+ years in life insurance and expertise in implementing complex wealth strategies. The strategist will manage client proposals, provide internal advice...SeniorWork at office$142.56k - $222.2k
...Senior Relationship Manager - Commercial Real EstateLocation Newport Beach, CA 92660The Relationship Manager Sr - CRE Specialty manages... .... This position is supported by product specialists, portfolio managers (credit, underwriting, transaction approvals/processing) and...SeniorWork at officeLocal area- ...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship Banker (SAFE) to join our... ...digital engagement, and customized deposit, credit, and investment solutions. In addition,... ...Proactively acquire, manage, and grow a portfolio of consumer and business customer...Temporary workWork experience placementImmediate start
- ...will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving...SeniorPart timeLocal area
- ...Pacific Life Insurance Company is seeking a Sales Analyst to join the Sales Intelligence Team in Newport Beach, CA or Omaha, NE. The role is hybrid (4 days in office, 1 day remote) and focuses on delivering actionable insights to sales partners and leadership. You will...SeniorWork at officeRemote work
- University of California, Irvine seeks an experienced research administrator to independently oversee extramural research awards and transactions related to contract and grant management. You will maintain records and ensure compliance with sponsor guidelines. The role...SeniorContract work
- ...America (HCA) seeks a Sr. Product Development & Pricing Associate to support analytical work across pricing, product development, and portfolio management for assigned programs. You’ll perform analyses, prepare reports, and collaborate with stakeholders to inform business...Senior
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