- SMBC (Charlotte, NC)
- …Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices ... incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** SMBC is in the… more
- Truist (Greensboro, NC)
- …the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent ... segment within the Truist footprint. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed … more
- Comerica (Raleigh, NC)
- …OfficerThe Private Banking Officer role will be responsible for new business development, portfolio management and underwriting to support the needs of the group and ... customer simultaneously even when goals conflict. Sell the bank's credit and non- credit products, trust, commercial real...commercial or private lending + 7 years managing a portfolio of clients + 7 years of experience financial… more
- Comerica (Raleigh, NC)
- …wealth management advice and solutions with an emphasis on Custom Credit , and strategic asset allocation recommendations, multi-generational estate and tax planning, ... and budgeting, and risk management to ultra-high net worth clients. Uses advanced credit knowledge to help lead the conversation and advice delivery model with… more
- TD Bank (Charlotte, NC)
- …financial needs of Small Businesses, including: RMLM, Merchant, Commercial, Treasury Management, Credit Card, Retail (B@W, Money Out, Money In), Wealth + Assigns SB ... customer parameters + Directly manages group of Stores loan portfolio within Front End Fulfillment process, responsible for the...economic trends + Works closely with the Small Business Credit Center and SBB product groups to ensure satisfactory… more
- Cherry Bekaert (Raleigh, NC)
- …team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding ... for clients seeking funding from other funding programs, and expand the portfolio of clients. The Director will work collaboratively internally and externally to… more
- UMB Bank (Raleigh, NC)
- …and credit related processes, with a focus on loan portfolio management and reporting, including segmentation and assessment of our exposures under ... The ** Credit Administration** team is responsible for company-wide credit oversight, including credit quality, policy, administration… more
- ISC2 (Raleigh, NC)
- …of a safe and secure cyber world. Our globally recognized, award-winning portfolio of certifications provide an independent and globally recognized endorsement of ... This role will ensure timely and accurate invoicing, payment application, credit management and cross functional coordination with the Finance, Education and… more
- First Horizon Bank (Raleigh, NC)
- …completion documents. This position ensures collateral remains perfected, legal documentation supports credit approval, and all risk controls have been met in order ... Loan products include construction loans, term loans, revolving lines of credit and other commercial debt. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Review… more
- CDM Smith (Rocky Mount, NC)
- …and actual expenditures versus forecasts. Performs performance reporting for a portfolio of projects or programs using Earned Value Management. Conducts financial ... and analyzes integrated critical path schedules for major projects and/or portfolio of projects in accordance with contract specifications. Evaluates and raises… more