Trust Team Manager jobs in Garden Grove, 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
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.)
- 1 Day Ago
Restaurant Manager
- Habit Burger - CGH Team
-
Chino, CA
FULL_TIME
- Why choose a career with The Habit Burger Grill? Our company is growing one career at a time. We believe in adding value to all employees, all the time. Your professional goals won’t be forgotten and ...
- 1 Month Ago
RESTAURANT MANAGER
- Mendocino Farms Talent Acquisition Team
-
Brea, CA
FULL_TIME
- RESTAURANT MANAGER - FULL TIME - ONSITE $65,000 - $87,100 per year, based on experience We’re not just selling sandwiches and salads. We’re selling Happy! Mendocino Farms is looking for talented RESTA...
- 15 Days Ago
Customer Service Manager
- Assistant Warehouse Manager (Airport Way Area)
-
Anaheim, CA
FULL_TIME
- Customer Service ManagerLa Palma, CA | Multi Sales Job Type: Direct Hire; ExemptPay: $70-85K DOE Employee Benefits 90% of base plan Medical, Dental, Vision Group Life Insurance covered by Employer Saf...
- 29 Days Ago
Team Manager
- Panera Bread
-
City of Industry, CA
FULL_TIME
- PANERA CAFE TEAM MANAGER Want to work in a place where you can learn, laugh, be supported, be yourself, reach your goals—and help others do the same? If so, then Panera is for you. We do everything po...
- 17 Days Ago
Team Manager
- Manna Development
-
Anaheim, CA
FULL_TIME
- $21.50/hour PLUS team tips!!Come Join Panera Bread– an award-winning leader in the restaurant industry and employer of choice for 2022! What’s in it for you?A competitive hourly wage PLUS TIPS!A compr...
- 21 Days Ago
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0 Trust Team Manager jobs found in Garden Grove, CA area
Corporate Controller
- Nts - National Technical Systems
-
Fullerton, CA
- WHY NTS? We make an Impact on the World! We are a purposeful organization that tests products the world can trust, makin...
- 4/26/2024 12:00:00 AM
Community Association Manager - R2
- The Management Trust
-
Cerritos, CA
- Category Property Management Description The Management Trust Position Title: Community Association Manager Location: Ce...
- 4/26/2024 12:00:00 AM
Community Association Manager
- The Management Trust
-
Cerritos, CA
- The Management Trust Position Title: Community Association Manager Location: Cerritos, CA Reporting To: Associate VP of ...
- 4/25/2024 12:00:00 AM
Corporate Controller
- NTS - National Technical Systems
-
Fullerton, CA
- WHY NTS? We make an Impact on the World! We are a purposeful organization that tests products the world can trust, makin...
- 4/24/2024 12:00:00 AM
USCAN BioPharma Zone Leader
- Danaher Corporation
-
Santa Ana, CA
- Be part of something altogether life-changing!Working at Cytiva means being at the forefront of providing new solutions ...
- 4/23/2024 12:00:00 AM
Sourcing Partner
- Aveanna Healthcare
-
Seal Beach, CA
- Job Description Job Description Position OverviewThe Sourcing Partner is responsible for screening and submitting qualif...
- 4/23/2024 12:00:00 AM
Project Manager
- Aldridge Electric Inc.
-
Santa Ana, CA
- Member Experience Manager - South LansingMore Than A Job!Why do you work each day? To us, our jobs are not just somethin...
- 4/22/2024 12:00:00 AM
Assistant Manager
- Russell Fischer, Inc.
-
Huntington Beach, CA
- **Assistant Manager** Management Huntington Beach, California Minimum Experience **Mid-level** Compensation **$19-23/hr*...
- 4/22/2024 12:00:00 AM
About Garden Grove, California
Garden Grove is a city in northern Orange County, California, United States, located 34 miles (55 km) southeast of the city of Los Angeles in the Los Angeles metropolitan area. The population was 170,883 at the 2010 United States Census. State Route 22, also known as the Garden Grove Freeway, passes through the city in an east-west direction. The western portion of the city is known as West Garden Grove.
According to the United States Census Bureau, the city has a total area of 46.5 km2 (18.0 sq mi) 0.10% of which is water. West Garden Grove is west of Beach Boulevard....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Team Manager jobs
$137,810 to $194,981
Garden Grove, California area prices
were up 3.2% from a year ago
were up 3.2% from a year ago
What does a Trust Team Manager do?
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