2 underwriting specialist jobs found in Newport Beach, CA

Position Title Credit Products Specialist I Location Newport Beach, CA 92660 Job Summary The Credit Products Specialist I supports the underwriting, structuring, and management of commercial credit relationships within an assigned LOB such as, but not limited to, Corporate Banking, Private Banking (including Private Banking Mortgage), Regional Commercial Banking, or Specialized Industries. This role exists to provide critical financial analysis, assist in risk assessment, and ensure sound credit decision-making. As a key partner to sakes, this position helps structure new loan transactions, conduct portfolio monitoring, and identify potential risks. The role provides foundational credit expertise and exposure to client relationships, supporting the bank’s commitment to responsible lending and portfolio growth. Job Responsibilities: Loan Structuring & Underwriting : Assist sales in analyzing financial statements, assessing borrower creditworthiness, and...

Position Title Senior Relationship Manager - Commercial Real Estate   Location Newport Beach, CA 92660   Job Summary The Relationship Manager Sr - CRE Specialty manages commercial real estate loan relationships of all levels of complexity. Generates new business 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. This 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 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...