Trust Manager - Operations jobs in Fullerton, CA
Trust Manager - Operations manages the operations of the trust. Designs and implements operational systems to streamline operations and maximize revenue and shareholder interests. Being a Trust Manager - Operations facilitates communications between various departments in the trust. Requires a bachelor's degree. Additionally, Trust Manager - Operations typically reports to top management. The Trust Manager - Operations typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be a Trust Manager - Operations typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)
Recently Added Trust Manager - Operations jobs
VP, Loan Portfolio Manager
- Enterprise Bank & Trust
-
Anaheim, CA
FULL_TIME
- Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there’s no stopping you! Job Title: VP, Loan Portfolio Manager Job Description: Summary Responsible for proactive management of a commercial loan portfolio and related commercial deposit accounts along with delivering superior client services to retain and grow the portfolio. This role will assist the RM/BDO in initial underwriting for new pre-screen memos, coordinate loan renewals, recommend structure, create new Salesforce Opportunities, coordinate closings in addition to identifying cross-selling and referring opportunities to other Bank solution partners. Ongoing credit monitoring and risk rating management will be essential to mitigate risk consistent with the Lending Policy. Essential Duties and Responsibilities: Assist clients and RMs as the primary client contact on daily account activity by solving complex customer questions and, as necessary, assisting with daily transactions in a timely manner. Maintain and help solidify existing relationships with proactive calling activity and identifying bank products to deepen the client relationship while providing superior client service. Support the Bank’s RM/BDOs in cross-selling deposit, treasury management, private banking, card services, wealth and other bank services as an additional point of contact. Coordinate the loan renewal process by working with the RM/BDOs, Underwriters and others within the Credit Administration team. Assist the RM team with timely and accurate completion of new commercial credit pre-screen presentations, including analysis of appropriate data per credit policy, bank procedures, and regulatory requirements. Create Salesforce Opportunities consistent with approved and executed LOIs in order to route to Loan Coordinators and independent Credit Underwriters for timely loan decisions among credit approvers. Oversee loan documentation process to ensure the team’s loan documents are consistent with credit approvals and are accurately prepared, including appropriate signatures, disclosures and credit authority. Monitor compliance with loan agreements by working with the RMs and Clients to ensure timely receipt and review of financials for covenant compliance and other loan agreement conditions. Work closely with Credit Administration to report on loan activities related to past dues, documentation, collateral exceptions and financial performance updates for all clients. Along with the Relationship Manager/BDO, reinforce the application of a proactive outreach and marketing strategy with centers of influence and other industry leaders. Represent the bank at various professional, civic and community activities or events when necessary. Utilize Salesforce to log and maintain all calling activity on a weekly basis while keeping client data up to date within the system. Perform other duties as required. Qualifications: Superb people skills to work within a team environment and successfully develop and retain client relationships. Proven ability to identify other client service needs including loans, deposits and treasury management services. Self-motivated to work independently and take ownership. Effective time management and organizational skills in order to prioritize multiple tasks within a day. Must have demonstrated skills in commercial credit underwriting and portfolio management for small-to-mid-sized companies. Superior analytical and decision making skills based on a thoughtful assessment of risk. This position requires the use of sound business discretion, good judgment, and excellent problem solving skills. Strong working knowledge of regulations, compliance standards, market trends and products relating to the banking industry. Supervisory Responsibilities: None Education and/or Experience: Bachelor’s degree (B.S.) from four-year college or university Five to ten years related experience and training in Commercial and/or Business Banking Computer and Software Skills: Microsoft Office Salesforce Bankway core operating system Google Mail Certificates, Licenses and Registrations: None COMPENSATION: Salary Range: $124,586 - $186,879. Amount is based on relevant experience, skills, and competencies. Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at hr@enterprisebank.com. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE. Enterprise Bank & Trust was founded on the idea of serving the lifetime financial needs of privately-held businesses, their owner families and other success-minded individuals. That concept has remained as our unwavering and guiding vision. We understand that every business is unique, so we tailor our comprehensive array of banking, trust and financial advisory services to fit the needs of our clients, no matter the size. Although we are equipped with the insights and capabilities of the largest financial companies, we provide our clients with the personal relationship afforded at a small community bank. By remaining steadfast in our mission, we now have over $12.9 billion in assets. Headquartered in Clayton, MO, Enterprise Bank & Trust operates branch offices in Arizona, Kansas, Missouri, California, New Mexico and Nevada. Enterprise offers a range of business and personal banking services, and wealth management services including financial planning, estate planning, investment management and trust services to businesses, individuals, institutions, retirement plans, and non-profit organizations. Our parent company, Enterprise Financial Services Corp is publicly traded (Nasdaq: EFSC.)
- 2 Days Ago
Account Manager
- JMC Operations Inc
-
Cerritos, CA
FULL_TIME,PART_TIME
- We are a cannabis and hemp manufacturing company with several in-house brands. We need someone to manage our wholesale house accounts. You will be responsible for maintaining communication, provided n...
- 1 Day Ago
Service Manager
- TX06 Bridgestone Retail Operations, LLC.
-
La Mirada, CA
FULL_TIME
- Company Overview Bridgestone Retail Operations (BSRO) is part of Bridgestone Americas and employs over 22,000 teammates in North America. BSRO operates more than 2,200 company-owned stores, including ...
- 27 Days Ago
Operations Manager
- CMTC Creating Solutions in Recruitment
-
La Habra, CA
FULL_TIME
- Our prestigious client, a leading chemical provider of cleaning, sanitizing, and water treatment products and services have an immediate opening for a Director of Operations. The successful candidate ...
- 19 Days Ago
Operations Manager
- Red Bull Distribution Company
-
La Mirada, CA
FULL_TIME
- Company Description Consistent with the standards and policies set forth by this document and within budget, oversee the operations of an approximately 20,000-30,000 sq. ft. facility, by consistently ...
- 19 Days Ago
Operations Manager
- Oceania International Inc
-
Anaheim, CA
FULL_TIME
- Job Description Summary: Founded in 2005, Oceania Inc. is a diversified company with business in e-commerce, advanced materials, and renewable energy. Our mission is to bring high-quality consumer pro...
- 21 Days Ago
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0 Trust Manager - Operations jobs found in Fullerton, CA area
Operations Manager
- Miner LTD
-
Norwalk, CA
- Job Type Full-time Description The Company Miner Ltd, an OnPoint Company, is an industry-leading service and equipment s...
- 4/27/2024 12:00:00 AM
Operations Manager
- ARROWHEAD PRODUCTS CORPORATION
-
Los Alamitos, CA
- Job Details Level Management Job Location Arrowhead Products - Los Alamitos, CA Position Type Full Time Salary Range $10...
- 4/27/2024 12:00:00 AM
Operations Manager
- Collectors Universe, Inc.
-
Santa Ana, CA
- Collectors is the leading creator of innovative technology that provides value-added services for collectors worldwide. ...
- 4/26/2024 12:00:00 AM
Operations Manager
- Elsupermarkets
-
Santa Fe Springs, CA
- The Operations Manager ensures the flow of product in and out of the warehouse supports the business and operational nee...
- 4/25/2024 12:00:00 AM
Operations Manager
- OnPoint Group
-
Norwalk, CA
- Apply Job Type Full-time Description The Company Miner Ltd, an OnPoint Company, is an industry-leading service and equip...
- 4/25/2024 12:00:00 AM
General Manager/Operations Manager Needed!
- Signs & Services Company, Inc.
-
Orange, CA
- Job Description Job Description We are seeking a General Manager/Operations Manager to become an integral part of our te...
- 4/24/2024 12:00:00 AM
Operations Manager
- Elsupermarkets
-
Garden Grove, CA
- The Operations Manager ensures the flow of product in and out of the warehouse supports the business and operational nee...
- 4/24/2024 12:00:00 AM
Operations Manager
- YZ Productions
-
Los Angeles, CA
- About the Role The Operations Manager plays a pivotal role in overseeing the daily operations of YZ Productions. This dy...
- 4/23/2024 12:00:00 AM
About Fullerton, California
Fullerton (/ˈfʊlərtən/) is a city located in northern Orange County, California, United States. As of the 2010 census, the city had a total population of 135,161.
Fullerton was founded in 1887. It secured the land on behalf of the Atchison, Topeka and Santa Fe Railway. Historically it was a center of agriculture, notably groves of Valencia oranges and other citrus crops; petroleum extraction; transportation; and manufacturing. It is home to numerous higher educational institutions, particularly California State University, Fullerton and Fullerton College. From the mid-1940s through the late 19...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Manager - Operations jobs
$117,941 to $171,535
Fullerton, California area prices
were up 3.2% from a year ago
were up 3.2% from a year ago
What does a Trust Manager - Operations do?
Trust Manager - Operations in Port Arthur, TX
Five or more years related experience and/or training working in the trust operations environment.
December 24, 2019
See the Future Outlook and Educational Requirements for "TRUST OPERATIONS ASSISTANT".
December 25, 2019
Trust Manager - Operations in Bloomington, IN
Banks engaged in trust operations are subject to the rules, policies, and procedures applicable to recordkeeping and confirmation requirements.
December 08, 2019
Trust Manager - Operations in Lexington, KY
“Accountability and transparency are crucial to running a public utility that Angelenos can count on and trust,” Los Angeles Mayor Garcetti said.
January 19, 2020