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Portfolio Manager

Los Angeles

Portfolio Manager

As a Portfolio Manager in Santa Barbara you will--- -Be responsible for providing administrative and clerical duties to support to officers and customers. -Service a wide variety of secured and unsecured loans or lines of credit. -Work independently, with or through the management of the Center sales and service efforts to ensure retention of existing relationships as well as the growth of these relationships. -Be involved in the analysis of customer/prospect business finances needs and opportunities, prospect/customer negotiations and internal presentation of credit and product requests.
Nov 19, 2021

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