Jobs near Brea: 10,155
RS
Relevance Score ranked on: PORTFOLIO MANAGER
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Portfolio Manager
Orange
Makes and services a wide variety of loans, commercial real estate loans or lines of credit, most of which involve large amounts of money and important customers. The Portfolio Manager is responsible for identifying, soliciting and retaining existing commercial business relationships and/or commercia...
Search Terms: Portfolio Manager, Manager, Portfolio, Relationship, Banking
85.5
11mi
Updated: June 21
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Portfolio Manager
Orange
Makes and services a wide variety of loans, commercial real estate loans or lines of credit, most of which involve large amounts of money and important customers. The Portfolio Manager is responsible for identifying, soliciting and retaining existing commercial business relationships and/or commercia...
Search Terms: Portfolio Manager, Manager, Portfolio, Relationship, Banking
85.5
11mi
Updated: June 21
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VP, Loan Portfolio Manager
Anaheim
Responsible for proactive management of a commercial loan portfolio and related commercial deposit accounts along with delivering superior client services to retain and grow the portfolio. This role will assist the RM/ BDO in initial underwriting for new pre-screen memos, coordinate loan renewals, re...
Search Terms: Portfolio Manager, Portfolio, Relationship Manager, Manager, Salesforce
84.1
7.1mi
Updated: May 31
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CCB Credit Analyst
Brea
Supports Relationship Managers and Portfolio Managers to manage an assigned portfolio of customer relationships. Responsibilities will include but are not limited to: Overseeing accurate and consistent financial statements spreads, quarterly trend analyses, quarterly monitoring reports and covenant t...
Search Terms: Credit Analyst, Portfolio Manager, Relationship Manager, Analyst, Monitoring
79.1
0mi
Updated: June 14
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Vice President- Portfolio Management- ABL
Costa Mesa
The Portfolio Manager position is responsible for analyzing, structuring, underwriting and coordinating the closing of major and complex ABL loans in compliance with the Bank's lending policies and procedures. The Underwriter/ Portfolio Manager will work with the Relationship Manager to manage loans ...
Search Terms: Relationship Manager, Vice President, Management, Portfolio, Portfolio Manager
78.9
17mi
Updated: June 25
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Portfolio Officer
Orange
The Portfolio Officer is responsible for assisting Portfolio Managers, Relationship Managers and Center Managers in the solicitation of new relationships along with the retention of existing relationships including loans and deposit accounts as well as other services and products offered by the Bank....
Search Terms: Officer, Portfolio, Relationship Manager, Portfolio Manager, Sales
74.9
11mi
Updated: June 21
![All logos, trademarks, service marks are the property of their respective holder. logo](https://jobabstracts.com/Shared/Images/Logos/Ids/C105116105122101110115661171151051101011151156697110107.png)
Portfolio Officer
Orange
The Portfolio Officer is responsible for assisting Portfolio Managers, Relationship Managers and Center Managers in the solicitation of new relationships along with the retention of existing relationships including loans and deposit accounts as well as other services and products offered by the Bank....
Search Terms: Officer, Portfolio, Relationship Manager, Portfolio Manager, Sales
74.9
11mi
Updated: June 21
![All logos, trademarks, service marks are the property of their respective holder. logo](https://jobabstracts.com/Shared/Images/Logos/Ids/C971121051169710871114111117112.png)
Core Operations Fair Valuation Analyst
Irvine
“I can succeed as a Core Operations Valuation Analyst at Capital Group.”As a Core Operations Valuation Analyst, you’ll play a critical role on our team in supporting our daily valuation process focusing on fair valuation and hard to value assets. You will perform in-depth valuation analysis and devel...
Search Terms: Operations, Valuation, Analyst, Operation, Portfolio Manager
65.5
15mi
Updated: June 22
![All logos, trademarks, service marks are the property of their respective holder. logo](https://jobabstracts.com/Shared/Images/Logos/Ids/C971121051169710871114111117112.png)
Core Operations Valuation Analyst
Irvine
“I can succeed as a Core Operations Valuation Analyst at Capital Group.”As a Core Operations Valuation Analyst, you’ll play a critical role on our team in supporting our daily valuation process. Your responsibilities will include preparing and reviewing daily and periodic valuation tasks, assessing a...
Search Terms: Operations, Valuation, Analyst, Operation, Portfolio Manager
65.5
15mi
Updated: June 22
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Wealth Advisor - Irvine
Irvine
In search of a dedicated Wealth Advisor to join our team of bank partners in the Irvine/ South California marketplace. At California Bank & Trust, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes: Retail Bankers Community/ Business Bankers Private B...
Search Terms: Wealth Advisor, Wealth, Financial Planning, Advisor, Client Relations
62.6
15mi
Updated: May 18
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