- Cherry Bekaert (Raleigh, NC)
- …Serve clients on federal credits and incentives engagements including R&D tax credit /deduction analyses, employee retention credits, and other federal credit ... + Manage the review and organization of sources of client data for credit and incentives analysis + Support engagement teams by identifying current project status… more
- Cherry Bekaert (Raleigh, NC)
- …a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, NMTC placement and deployment, and NMTC compliance and asset ... of and relationships with Community Development Entities (CDEs), tax credit investors, and other community development stakeholders. The successful candidate… more
- US Bank (Charlotte, NC)
- …advise clients holistically on wealth and estate planning, investments, banking, credit , insurance, charitable giving, and fiduciary administration. In addition, PWM ... subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration… more
- Truist (Charlotte, NC)
- …values are appropriate for assigned area of responsibility + Co-approve credit requests, TDR determinations and charge-offs within established authority levels + ... and reinforcement, as well as support of the Bank's credit culture + Assist Asset Managers with highly complex... culture + Assist Asset Managers with highly complex credit analysis and negotiations to prevent or mitigate loss… more
- SPAR (Charlotte, NC)
- …accounts receivable process, including invoicing, cash application, reconciliations, collections, and credit analysis. This role requires a high level of accuracy, ... + Complete AR reconciliations and month-end closing tasks. **Collections & Credit ** + Analyze customer payment trends and creditworthiness to mitigate financial… more
- Truist (Winston Salem, NC)
- …formats, and develop metrics to monitor data quality. + Previous experience in credit decisioning, managing credit risks, or portfolio management. + Ability to ... experience. + Experience in Truist lending functions. + Knowledge of Truist's credit culture. + Broad knowledge of underwriting, documentation and servicing across… more
- City National Bank (Charlotte, NC)
- …WHAT IS THE OPPORTUNITY? The role of the Underwriter III is to evaluate the credit risk against company standards and to determine the borrower's ability to repay a ... completeness verifying that all supporting documents are included to make a credit decision per established policies * Identifies issues and recommends appropriate… more
- Truist (Charlotte, NC)
- …for completeness, health and safety issues, as well as external obsolescence. + Determine credit worthiness of a borrower to include knowing how to read a credit ... Underwriting System and manual underwriting. + Ability to underwrite complex credit requests to include analysis of self-employed borrower with multiple business… more
- UMB Bank (Raleigh, NC)
- …, you will be responsible for originating loans consistent with the Company's credit policy; negotiating price and structure of new transactions within set limits; ... be responsible for originating loans consistent with the Company's credit policy + You will be negotiating price and...or equivalent work experience + You have 3 years credit experience with 3 years sales experience in a… more
- JPMorgan Chase (Charlotte, NC)
- …and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their ... overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal specialists to provide… more