Job Title Assistant Vice President, Portfolio Management Location Kearny Mesa What you'll do This position will handle all aspects of portfolio management for the Bank's Small Business and Consumer loan portfolio, and will assist, mentor, and train other employees on appropriate servicing responsibilities. The incumbent will perform all portfolio management tasks for the

Promote staff development by establishing clear performance goals, providing frequent direct feedback, and supporting professional talent development. Collaborate with the System counterparts (e.g. LISCC, LFBO, and Board) to promote staff development consistent with the Reserve Bank and supervisory program objectives. Ensure supervisory activities are appropriately comple

Supervise and help drive the success of multiple engagements in all facets of taxation. Perform initial review of complex tax returns for high net worth individual, corporate and partnership / LLC clients. Interact closely with clients to provide innovative tax planning, consulting and compliance services in a timely and effective manner. Ensure complete client satisfacti

The Credit Risk Review Leader for the Second Line of Defense in our OCC regulated bank leads the Consumer Loan Review team. This team independently evaluates the quality of lending practices against credit policies and practices. The role involves providing examination reports and summary information to inform the Bank Board, senior management, and regulatory partners abo

Why should you join our team? American AgCredit offers a unique opportunity to be a part of a national financial system supporting those who feed, clothe and fuel the world. We are a growing organization embracing collaboration and innovation while delivering transformative solutions. American AgCredit provides a cultivating environment where you truly make a difference f

Assists the Branch Service Manager (BSM) in providing the operational, control and service delivery functions performed in assigned branch location in support of the Regions and Areas located in the office. Will function as BSM in their absence. May also coordinate with centralized processing and other service departments to insure timely resolution to customer inquiries.

Build and sustain excellent relationships throughout the organization and be able to influence decisions. Lead the Opto finance organization by motivating and inspiring confidence in others. Recruit, coach and develop others to build a great team. Lead Opto Group meetings with OSI CEO and CFO to review monthly and/or quarterly results (including balance sheet and cash flo

Equity ETF Portfolio Manager Job Location(s) US CA Los Angeles Job ID 2024 1981 Category Equities Department ETF Group Type Regular Full Time Position Summary TCW is seeking an ETF Portfolio Manager (PM) and Associate Capital Markets Specialist to join the newly established ETF team. The ETF Portfolio Manager will be a key member of the ETF group of TCW and have the entre

Oversee day to day operational activities and processes to include adherence to Bank policy and procedures; audit, compliance and regulatory standards and enforcement of operational controls to ensure sound operating environment. Responsible for reviewing and verifying reports and certifications as required. Enforcing security and safety in accordance with Bank policy and

As a Relationship Manager in the Franchise Finance lending vertical of the bank, the RM will source and build a franchise portfolio comprising of top tier Quick Service Restaurant (QSR) brands. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, including cross selling

Strategic Influence & Business Partnering Partner with property General Managers, Lodge Director of Finance and other Lodge leaders to build and deliver strategic and financial plans. Coordinate, analyze and report operational and financial performance to leaders and key stakeholders. Support efforts to identify, monitor and, where appropriate, mitigate areas of financial

The Senior Relationship Manager (RM) position is an integral component of the Specialty Deposits team, with a key focus on deposit growth products with new and existing client relationships and lower middle market prospects for deposit generation, business and consumer loans, treasury management and international bank services. PRINCIPAL DUTIES AND RESPONSIBILITIES Achiev

Job description #LI DL2 #HSBCUSA We support the builders, forward thinkers, future makers and leap takers, helping them ignite the bold ideas that reshape our world. We offer flexible banking solutions for start ups, scale ups, growth businesses, investors and those working towards IPO. Whether it's providing strategic advice, comprehensive banking, industry connections o

At Franklin Templeton, everything we do is focused on one thing delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our cl

Manage specialists and coordinators assigned to the Financial Readiness team. Oversee the financial education curriculum to support and educate wounded service members to attain financial stability. Plan, organize, and administer the WWP Financial Readiness program services in collaboration with other WWP programs and external partners. Liaison for training and referrals