10 portfolio manager jobs at 9 companies in Exeter, CA
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Portfolio Manager II or Senior Portfolio Manager
Visalia or Bakersfield or Chico or Roseville or South San Francisco
$84k-$152k/yrOnsiteFull Time
Tri Counties BankNASDAQ: TCBK: Provides commercial and retail banking services in California.
5+ YOEExperience with Farmer Mac, real estate lending, sales/business development, financial analysis and underwriting; strong credit analysis, covenant management, DSCR modeling, and presentation skills; 5+ years (Portfolio Manager II) or 7+ years (Senior).
Access Plus Capital: Providing accessible capital and training to underserved small businesses.
5+ YOE1+ MgmtBachelor's degree in business/finance required (experience may substitute); 5+ years in finance/banking with supervisory experience; 1+ year commercial loan portfolio management, restructuring, collections; proficiency with Microsoft Office; valid California driver’s license; background and credit check required.
Zions BancorporationNASDAQ: ZION: Provides commercial and consumer banking services in Western US.
4+ YOEBachelor's in Finance/Business, 4+ years banking/underwriting/credit experience, NMLS federal registration required, strong credit analysis and financial statement spreading, loan structuring, relationship management, and communication skills.
Principal Transmission & Substation Project Manager
San Ramon or Sacramento or San Jose or Reno or Fresno
$165k-$195k/yrHybridFull Time
ENTRUST Solutions Group: Provides engineering and consulting services for utility and energy infrastructure.
15+ YOE15+ years utility experience with transmission and substation project leadership, PMP preferred, Primavera P6 and SCADA knowledge, portfolio management of $25M+ projects, strong communication and leadership.
Commercial Banking Relationship Manager - Fresno, CA in Fresno, California, United States
Fresno, California, United States
$150k-$184k/yrOnsiteFull Time
Zions BancorporationNASDAQ: ZION: Provides commercial and consumer banking services in Western US.
6+ YOEBachelor's degree and 6+ years in commercial lending/credit; strong sales, relationship management, credit analysis, loan structuring, and portfolio management.
El Segundo or Seattle or Portland or Remote California or Washington or Oregon
$165k-$195k/yrRemoteFull Time
Saviynt: Provides AI-powered identity governance and cloud security platforms.
12+ YOE12+ years in customer-facing roles; proven success managing a scaled portfolio in sub-$200k ARR; strong IAM/security/compliance background; SaaS experience; excellent relationship and communication skills.
Treasury Sales Officer I - Global Payment Solutions - Middle Market General Industries
Fresno, California, United States
$108k-$160k/yrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
3+ YOE3+ years treasury sales experience, proven business development and relationship management skills, strong communication and negotiation, bachelor\u0002s degree or equivalent, ability to travel ~20% and manage portfolio revenue growth.
Golden State Farm Credit: Provides lending and appraisal services for agricultural businesses.
5+ YOEBachelor's in related field, 5+ years lending experience, strong credit analysis and portfolio management skills, Microsoft Office proficiency, relationship building, and ability to travel 10-50%.
UPholdings: Develops and operates high-quality affordable housing communities.
3+ YOE3-5 years California property management or portfolio administration experience; knowledge of multifamily operations, insurance administration, compliance, and risk indicators; strong communication and cross-functional coordination skills.