3 commercial coordinator jobs found in Newport Beach

Position Title Relationship Manager II (Newport, CA) Location Newport Beach, CA 92660 Job Summary A Relationship Manager II manages commercial loan relationships for Middle Market loans. Generates new business development and relationships that will produce revenue from companies, sponsors, developers and businesses. Generates deal flow directly from these clients/prospects and orchestrating a team approach to the relationship. The position is supported by product specialists, portfolio managers (credit, underwriting, transaction approvals/processing) and operational support specialists but remains accountable for all aspects of the relationship. Responsible for the origination, negotiation, structuring, pricing, underwriting, and closing of loans. Manages a moderately complex commercial loan portfolio ensuring the highest loan quality for the organization with minimal risk. Manages the on-going monitoring of portfolio quality and ensures compliance with applicable...

Job Description: We’re actively seeking a talented AVP, Enterprise Strategic and Competitor Intelligence to join our Financial Planning Analysis team in Newport Beach, CA. This role follows a hybrid schedule of four days in the office (on-site). If you are not currently located near one of our offices, we offer comprehensive relocation assistance. As an AVP, you will be responsible for supporting the development and operationalization of enterprise intelligence capabilities that inform strategy, support executive decision making, and enhance competitive advantage. This role leads a small direct team, works across the enterprise, and integrates market analysis, competitive peer research, industry foresight, and strategic insights into a unified intelligence function that directly supports enterprise planning, and executive leadership. You will partner with leaders across the organization to deliver timely, actionable, and forward-looking intelligence that shapes...

Position Title Associate Relationship Manager Location Newport Beach, CA 92660 Job Summary The Associate Relationship Manager is responsible for building and maintaining client relationships ensuring the highest level of customer service and support. This is a business development role providing client support and responsible for business development activities that supports the Private Client Group. Partners with teammates and key product partners to ensure to ensure the highest level of service to clients. Pay Range: $61,073.25 - $81,431.00 - $92,072.00 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Responds to client inquiries and requests regarding accounts. Analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed. Acts as liaison to Private Client Services (PCS) group for transaction requests. Assists with the development of client relationships: supports business development...