Trust Team Manager jobs in Costa Mesa, CA
Trust Team Manager manages and oversees a team of Trust Officers assigned to the largest and most complex trust accounts. May manage the administration of other credit and wealth management related products and services. Being a Trust Team Manager typically requires a bachelor's degree. Typically reports to a head of a unit/department or Top Executive. The Trust Team Manager 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. To be a Trust Team Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)
Recently Added Trust Team Manager jobs
Portfolio Manager - Irvine, CA
- California Bank & Trust
-
Irvine, CA
FULL_TIME
-
Zions Bancorporation is one of the nation’s premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the “Best Banks to Work For” and as having a top banking team in its list of “The Most Powerful Women in Banking.” Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a “local” business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are looking for a seasoned Portfolio Manager in Irvine, CA . This role focuses on identifying appropriate lending opportunities, soliciting , and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives , policies and practices.
Essential Functions:
Responsible for managing and servicing a portfolio of existing loan relationships.
Responsible for expanding and building relationships with a high degree of resultant customer satisfaction.
Responsible for ensuring financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and assisting with loan presentations.
Handles reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc. Keeps informed of financial and market trends in the portfolio and analyzes those trends for the effect they will have on the portfolio. Assists bankers with new and existing loan requests and other special projects. Sr Level may manage Analysts and Loan Specialists. Other duties as assigned.
Qualifications:
Requires a bachelor's degree in Finance, Business or other related field and 6 years of banking, relationship management, underwriting and credit experience or other directly related experience. An equivalent combination of education and experience may meet qualifications.
Advanced knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc.
Strong working knowledge of banking products, services, policies, procedures and regulations.
Advanced credit skills in underwriting, financial modeling, valuations and adherence to policy.
Requires excellent customer service, relationship, organizational, analytical and creative problem-solving skills.
Ability to meet deadlines.
Must have excellent communications skills, both verbal and written.
Knowledge of various software applications including word processing and spreadsheets.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $110,000 - $150,000 annually depending on job-related factors such as level of experience and location. - 22 Days Ago
Special Assets Manager
- Redwood Trust Inc
-
Irvine, CA
FULL_TIME
- We are seeking a dynamic and experienced candidate for our Special Assets team. The candidate will be responsible for working on the resolution of distressed or non-performing commercial mortgage loan...
- 23 Days Ago
Workday Technical Product Manager
- Redwood Trust Inc
-
Irvine, CA
FULL_TIME
- Position SummaryAs a Workday Technical Product Manager, you will play a pivotal role in driving the success of our ongoing Workday implementation and optimization initiatives. You will be responsible ...
- 16 Days Ago
Relationship Manager (Hybrid/In- Office M, W, Th)
- Redwood Trust Inc
-
Irvine, CA
FULL_TIME
- CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental propertie...
- 19 Days Ago
Relationship Manager (Hybrid/In- Office M, W, Th)
- Redwood Trust Inc
-
Irvine, CA
FULL_TIME
- CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental propertie...
- 4 Days Ago
Account Manager- Physician Recruitment
- Peregrine Team
-
Costa Mesa, CA
FULL_TIME
- Peregrine Team is looking for an Account Manager/Physician Recruiter for a Fully Remote position!This person will operate as the lead on all critical business accounts. The focus of this vital role is...
- 12 Days Ago
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0 Trust Team Manager jobs found in Costa Mesa, CA area
Assistant Manager - Business Planning & Analysis
- GLOVIS America
-
Irvine, CA
- Job Details Job Location Irvine Headquarters - Irvine, CA Remote Type Hybrid Position Type Full Time Education Level 4 Y...
- 4/27/2024 12:00:00 AM
Consumer Goods and Services Front Office Transformation Management Consulting Manager
- Accenture
-
Irvine, CA
- Front Office Transformation Manager The work Are you inspired by the rapidly changing environment in which today's Consu...
- 4/27/2024 12:00:00 AM
Vice President and General Manager National Accounts (EMS)
- EMCOR Group, Inc.
-
Irvine, CA
- EMCOR Mechanical Services, Inc.(EMS) is part of EMCOR Group, Inc. (NYSE:EME), a Fortune 500 leader in mechanical and ele...
- 4/27/2024 12:00:00 AM
Mgr, Restaurant
- Great Wolf Resorts, Inc.
-
Garden Grove, CA
- ** Mgr, Restaurant** **Job Category****:** Food & Beverage **Requisition Number****:** MGRRE13030 Showing 1 location **J...
- 4/27/2024 12:00:00 AM
Pre-Owned Department Manager
- US Auto Trust LLC
-
Newport Beach, CA
- Job Type Full-time Description US Auto Trust is one of Southern California's fastest growing automotive groups! We are p...
- 4/26/2024 12:00:00 AM
Jobsite Project Coordinator
- Vankirk Electric
-
Laguna Niguel, CA
- Job Description Job Description VanKirk Electric is a leading national electrical contractor that specializes in all pha...
- 4/26/2024 12:00:00 AM
Operations Manager
- Pacific Dental Services
-
Irvine, CA
- Description: Now is the time to join Culver Smiles Dentistry. You will have opportunities to learn new skills from our t...
- 4/24/2024 12:00:00 AM
Bank Branch Operations Manager
- BancForce
-
Newport Beach, CA
- Job Description Job Description Workway BancForce is a premier national staffing firm that places qualified job-seeking ...
- 4/23/2024 12:00:00 AM
About Costa Mesa, California
Costa Mesa (/ˌkoʊstə ˈmeɪsə/) is a city in Orange County, California. Since its incorporation in 1953, the city has grown from a semi-rural farming community of 16,840 to a primarily suburban and edge city with an economy based on retail, commerce, and light manufacturing. The population was 109,960 at the 2010 United States Census.
Costa Mesa is located 37 miles (60 km) southeast of Los Angeles, California, 88 miles (142 km) north of San Diego, California and 425 miles (684 km) south of San Francisco, Costa Mesa encompasses a total of 16 square miles (41 km2) with its southernmost border only...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Team Manager jobs
$137,437 to $194,453
Costa Mesa, California area prices
were up 3.0% from a year ago
were up 3.0% from a year ago
What does a Trust Team Manager do?
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