- Regions Bank (Atlanta, GA)
- …provide operational and risk management support the $11B Regions-led syndication portfolio , syndicated participation bought portfolio , FNMA, Freddie Mac, HUD, ... deal closing and loan servicing support for the bank's portfolio of syndicated/participated bank facilities, where Regions is the...+ Drives the closing process in support of the underwriter , capital markets and the syndicate bank group, including… more
- Truist (Atlanta, GA)
- …America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent...in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), Accredited Asset Management Specialist AAMS(R) , Certified… more