Current jobs related to Commercial Loan Portfolio Supervisor - Long Beach, California - Fidelity Bank

  • Commercial Portfolio Manager

    5 days ago

    Newport Beach, California, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled Commercial Portfolio Manager to join our team at BMO Financial Group. As a key member of our Emerging Middle Market, Southern California Team, you will be responsible for evaluating the risk level of our Custom commercial transactions and making well-informed decisions based on our company's guidelines and...

  • Commercial Banking Relationship Manager

    2 weeks ago

    Newport Beach, California, United States U.S. Bank Full time

    Job DescriptionAt U.S. Bank, we're committed to helping our customers and businesses succeed. As a Relationship Manager, you'll play a key role in managing and growing a large and complex portfolio of commercial loans. Your expertise will be essential in identifying and capitalizing on cross-sell opportunities, providing financial advice to customers, and...

  • Commercial Banking Relationship Manager

    2 weeks ago

    Newport Beach, California, United States U.S. Bank Full time

    Job Title: Commercial Banking Relationship ManagerAt U.S. Bank, we're committed to helping our customers and businesses succeed. As a Commercial Banking Relationship Manager, you'll play a key role in managing and growing a large and complex portfolio of commercial loans. Your primary responsibility will be to prospect for and close new business...

  • Portfolio Management Associate

    1 month ago

    Newport Beach, California, United States bkm Capital Partners Full time

    About the RoleBKM Capital Partners is a dynamic firm seeking a highly motivated and detail-oriented professional to join our Portfolio Management team in Newport Beach, CA. As an Associate, Portfolio Management, you will play a critical role in supporting the team in financial analysis, tracking, and reporting on our owned multi-tenant light industrial real...

  • Senior Commercial Lending Specialist

    4 weeks ago

    Long Beach, California, United States Comerica Incorporated Full time

    Job SummaryWe are seeking a highly skilled and experienced Relationship Manager to join our Middle Market team. As a key member of our commercial banking team, you will be responsible for developing and maintaining relationships with clients, identifying new business opportunities, and providing exceptional customer service.Key ResponsibilitiesDevelop and...

  • Commercial Diver Specialist

    4 weeks ago

    Long Beach, California, United States TSMG Full time

    Commercial Diver Job DescriptionWe are seeking a skilled and experienced Commercial Diver to play a critical role in our subsea operations. As a key member of our team, you will be responsible for ensuring the safety, efficiency, and quality of our diving operations.Key Responsibilities:Conduct underwater welding, cutting, and installation of subsea...

  • Commercial Real Estate Originations Specialist

    5 days ago

    Newport Beach, California, United States Northwestern Mutual Life Insurance Company Full time

    Job SummaryWe are seeking a highly skilled Commercial Real Estate Originations Specialist to join our team at Northwestern Mutual Life Insurance Company. The successful candidate will be responsible for originating mortgage loan and real estate equity investments, as well as servicing and managing a portion of the mortgage loan portfolio.Key...

  • Divisional Commercial Painting Supervisor

    4 weeks ago

    Huntington Beach, California, United States CommuniCare Health Services Corporate Full time

    Job Summary:The CommuniCare Health Services Corporate is seeking an experienced Divisional Commercial Painting Supervisor to oversee a team of commercial painters responsible for our facilities in West Virginia. This is a working supervisor position that requires previous supervisory experience and the ability to determine cohesive and workable timelines.Key...

  • Residential Mortgage Loan Analyst

    2 weeks ago

    Newport Beach, California, United States Pacific Life Full time

    Job OpportunityPacific Life is seeking a talented Residential Mortgage Loan Analyst to join our Residential Whole Loan Investment Team in Newport Beach, CA. This role is hybrid, allowing for flexibility in work arrangements.Key ResponsibilitiesDevelop and support quantitative, statistical, and analytical risk strategies for managing external 3rd party...

  • Senior Business Development Manager

    2 months ago

    Long Beach, California, United States City National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Business Development Manager to join our team at City National Bank. As a key member of our commercial banking team, you will be responsible for developing and managing relationships with commercial clients in assigned business segments and geographic areas.Key ResponsibilitiesDevelop and...

  • Divisional Commercial Painting Supervisor

    4 weeks ago

    Huntington Beach, California, United States CommuniCare Health Services Corporate Full time

    Divisional Commercial Painter Team Lead OpportunityCommuniCare Health Services Corporate is seeking an experienced Commercial Painter to supervise a team of 3 commercial painters covering our facilities in West Virginia. This is a working supervisor position.Key Responsibilities:Oversee a team of commercial painters responsible for our centers in...

  • Residential Mortgage Loan Analyst

    5 days ago

    Newport Beach, California, United States Pacific Life Full time

    Key Responsibilities:As a Residential Mortgage Loan Analyst at Pacific Life, you will play a crucial role in the company's growth and long-term success by preparing investment packages, including loan collateral reviews, comprehensive underwriting analysis, and risk stratification.Key Skills:Quantitative, statistical, and analytical risk...

  • Commercial Real Estate Originations Specialist

    5 days ago

    Newport Beach, California, United States Northwestern Mutual Full time

    Commercial Real Estate Originations SpecialistWe are seeking a highly skilled Commercial Real Estate Originations Specialist to join our team at Northwestern Mutual. As a key member of our Real Estate Investments Department, you will be responsible for originating mortgage loan and real estate equity investments in the Southwest region.Key...

  • Loan Servicing Specialist

    4 weeks ago

    Newport Beach, California, United States PrideCo Capital Full time

    Job Summary:The Loan Servicing Specialist at PrideCo Capital coordinates and processes a variety of service tasks on the entire loan portfolio from loan doc generation through loan payoff. This role provides customer service to all parties to the loan and participates in overall department projects.Key Responsibilities:1. Loan Doc Generation / Funding:Loan...

  • Divisional Commercial Painting Supervisor

    1 month ago

    Huntington Beach, California, United States CommuniCare Health Services Corporate Full time

    Job Title: Team Lead Divisional Commercial PainterAbout the Role:We are seeking an experienced Commercial Painter to supervise a team of 3 commercial painters covering our facilities in West Virginia. As a working supervisor, you will be responsible for overseeing the painting team, ensuring timely completion of projects, and maintaining high-quality...

  • Divisional Commercial Painting Supervisor

    2 months ago

    Huntington Beach, California, United States CommuniCare Health Services Corporate Full time

    Job Summary:The CommuniCare Health Services Corporate is seeking an experienced Commercial Painting Team Lead to oversee a team of commercial painters responsible for our facilities in West Virginia. This is a working supervisor position that requires previous supervisory experience and the ability to determine cohesive and workable timelines.Key...

  • Residential Mortgage Loan Analyst Position

    5 days ago

    Newport Beach, California, United States Pacific Life Full time

    Residential Mortgage Loan Analyst Job DescriptionPacific Life is seeking a skilled Residential Mortgage Loan Analyst to join our Residential Whole Loan Investment Team in Newport Beach, CA. This role is hybrid, allowing for a balance of work in and out of the office.Key Responsibilities:Develop and support quantitative, statistical, and analytical risk...

  • Business Banking Relationship Manager

    1 month ago

    Long Beach, California, United States City National Bank Full time

    Job SummaryWe are seeking a highly skilled Business Banking Relationship Manager to join our team at City National Bank. As a key member of our commercial banking team, you will be responsible for developing and managing relationships with business banking clients in assigned business segments and geographic areas.Key ResponsibilitiesDevelop and manage...

  • Clinical Supervisor

    1 month ago

    Long Beach, California, United States Roots Through Recovery Full time

    Job Title: Clinical Supervisor - Adolescent ProgramWe are seeking a part-time Clinical Supervisor to join our team at Roots Through Recovery, a trauma-focused outpatient treatment center for adults and adolescents in Long Beach, CA.Job Summary:The Clinical Supervisor will provide supervision and oversight for our adolescent and youth program, review...

  • Collections Specialist

    2 weeks ago

    Long Beach, California, United States Airgas Full time

    Job Title: Collections SpecialistAt Airgas, we are seeking a highly skilled Collections Specialist to join our team. As a Collections Specialist, you will play a critical role in supporting the Division's collection goals while providing exceptional customer service.Key Responsibilities:Identify and escalate significant credit risks to the Division Accounts...

Commercial Loan Portfolio Supervisor

2 months ago

Long Beach, California, United States Fidelity Bank Full time
Position Overview:
At Fidelity Bank, we take pride in our commitment to excellence and customer satisfaction. The Loan Portfolio Manager plays a pivotal role in overseeing a diverse commercial loan portfolio and associated deposit accounts while ensuring exceptional client service to enhance and expand the portfolio.

Key Responsibilities:
  • Engage with clients to gather necessary information for loan applications and provide clarity on the application process.
  • Evaluate clients' financial health, creditworthiness, and property assessments to determine loan viability.
  • Educate clients on various loan products and credit options, detailing the terms and conditions of these services.
  • Address client concerns effectively and implement solutions to resolve issues.
  • Generate reports for clients with overdue accounts and escalate unresolved accounts for collection actions.
  • Assist clients in completing application paperwork and resolve any queries related to their applications.
  • Contact clients with overdue accounts to negotiate payment arrangements or secure full payments.
  • Match clients' needs with suitable financial aid programs, providing informed recommendations.
  • Stay updated on emerging loan products and financial services to better serve clients.
  • Ensure loan agreements are complete and compliant with company policies.
  • Maintain and review credit and loan documentation.
  • Authorize correspondence related to account collections.
  • Calculate debt amounts and available funds to devise repayment strategies and timelines.
  • Keep account records current, categorizing them based on status changes.
  • Compile and review loan applicants' credit histories and financial statements.
  • Verify billing accuracy.
  • Perform duties in accordance with the Bank Secrecy Act under the guidance of the BSA Officer.

Qualifications:
  • A Bachelor's Degree is required.
  • At least four (4) years of experience in a similar role is necessary.

Skills and Competencies:
  • Exceptional analytical and problem-solving abilities.
  • Strong business acumen.
  • Excellent verbal and written communication skills.
  • Outstanding interpersonal skills.
  • High proficiency in Microsoft Office Suite.
  • Ability to perform mathematical calculations and apply relevant concepts.
  • Collaborative team player with the ability to build strong relationships across the organization and with clients.
  • Willingness to work flexible hours to meet business and client needs.

Physical Requirements:
The role requires frequent sitting and standing, effective communication, and the ability to manipulate standard office equipment. The associate may need to lift items weighing up to 10 pounds regularly. Manual dexterity is essential for operating computers and other office tools.

Working Conditions:
  • Standard working hours are Monday to Friday, with potential for additional hours as needed.
  • Travel to client locations may be required based on business needs.
  • Extended periods of computer screen usage are expected.

Fidelity Bank is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, disability status, sexual orientation, gender identity, or any other characteristic protected by law.