Work with Senior Banker to understand the business strategy and pipeline for the region. Maintain a view of the full portfolio in region. Define the Deal Team by identifying the credit partner (Middle Market Portfolio Manager or vertical credit partner) and Regional Closing Coordinator. Meet with prospective clients as needed. Assess viability of the client and/or transac

As a Senior Commercial Relationship Manager you will provide a selection of services (primarily commercial credits and treasury management services) to business clients through active business development and relationship management. Develop relationships with clients with large/complex businesses. Develop and manage a portfolio of high performing commercial relationships

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net worth individuals, their families, family offices, C Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all

Job Summary This position is focused exclusively on the placement of debt and/or equity for commercial real estate transactions. Debt Analysts have the opportunity to be involved in every stage of a transaction, including underwriting, market research, property tours, preparation of offering memorandums, marketing and term sheet negotiation, closing and client meetings and

Serves as an integral part of the branch management team by delivering exceptional member and team member experiences, managing risk, supporting growth, and providing oversight to the operations of a branch in a complex environment to support the Credit Union's strategic initiatives. Creates a work environment where staff consistently focuses on delivering the Wescom Expe

Ability to handle and maintain confidential information As part of our ongoing commitment to be #AlwaysBetter for our people, clients and communities, we have created a culture of belonging that champions your individuality as both a person and a professional. From our competitive compensation, top benefits and award winning professional development programs to industry l

VP Commercial Lending & Business Services (Full Time Hybrid) Location US CA Valencia (HQ) ID 2024 1058 Category Business Lending Position Type Full Time Remote No Overview The VP Commercial Lending and Business Services manages Commercial Lending Department and associated portfolio. Reviews commercial real estate (CRE) loans, SBA loans, product guidelines, and department