- TD Bank (Charlotte, NC)
- …of them joining the bank. This role assigns Customer to the proper TD Relationship Manager (RMLM, SB Specialist, Store Manager ) based on the results of the ... financial needs of Small Businesses, including: RMLM, Merchant, Commercial, Treasury Management, Credit Card, Retail (B@W, Money Out, Money In), Wealth + Assigns SB… more
- Wells Fargo (Charlotte, NC)
- …this role:** Wells Fargo is seeking a Global Financial Institutions Trade Leader ( Credit Product Senior Manager ), who will drive strategic growth by leading ... + Ensure the initial set up and management of the portfolio adheres to all applicable credit policies or compliance requirements and prepare for periodic exams… more
- Wells Fargo (Charlotte, NC)
- …Commercial Workout. Your experience includes active portfolio management of a distressed credit portfolio of 10-15+ accounts as the primary analyst where you ... will complete quality loan reporting and credit analysis, as well as participate in customer facing...well as participate in customer facing conversations and monthly portfolio reviews. You will build a deep understanding of… more
- Truist (Greensboro, NC)
- …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...and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass… more
- CDM Smith (Rocky Mount, NC)
- …complex to highly complex projects and discusses any observations with the project manager . Performs portfolio analysis and reviews findings with portfolio ... such as federal/government regulations. Gathers project progress information from project manager and project team members to update and monitor projects of… more
- Wells Fargo (Knightdale, NC)
- …internal partners, and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with annual gross ... in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to… more
- Bank of America (Charlotte, NC)
- …counsel and field examiners.Must develop full understanding of BANA and BABC credit policies and regulatory requirements is required to enable immediate reaction to ... and closing processes. **Job Responsibilities:** + Analyzing new prospects for credit quality and Asset Based Lending potential, including financials and projections… more
- 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
- Fifth Third Bank, NA (Charlotte, NC)
- …to determine necessary edits + Responsible for identifying and recommending preliminary portfolio management actions using Credit Service reporting and RADAR ... knowledge, skills, and experience required for assuming a permanent role (sales or credit ) in a Commercial department. Responsible and accountable for risk by openly… 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 ... role will ensure timely and accurate invoicing, payment application, credit management and cross functional coordination with the Finance,...teams. The Supervisor will also serve as the AR Manager delegate when needed and will have the expectation… more