- Edward Jones (Winston Salem, NC)
- …to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and ... are two or three people, and in a Client Support Team Professional role, you are a critical member...primary role of the BOA is to provide administrative support to a financial advisor or a team of… more
- PNC (Charlotte, NC)
- …of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non- credit products and services. + Manages risk/return and ... mitigates different types of risk, such as regulatory, reputational, operational and credit risks. + Focuses on client opportunities by providing ideas and insights… more
- Wells Fargo (Raleigh, NC)
- …on client needs + Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk ... character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and… more
- US Bank (Charlotte, NC)
- …we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our ... portfolio risk by ensuring timeliness and accuracy of all credit actions, by providing guidance on credit ...all credit actions, by providing guidance on credit structure and risk rating decisions and by participating… more
- PNC (Charlotte, NC)
- …loan offerings based on scorecards, such as risk ratings, by analyzing credit , collateral strength and financial worthiness of loan/transaction parties and also may ... assigned and interacts with internal/external customers. May provide recommendations for credit structuring. + Using independent judgment to identify risks and… more
- First Horizon Bank (Winston Salem, NC)
- …who have the ability to lead a team of Portfolio Managers and Credit Analysts and directly contribute to the commercial lending portfolio through their assigned ... provide direct management to the local team of Portfolio Managers and Credit Analysts, leading talent acquisition, onboarding, and performance management. They must… more
- Expeditors (Morrisville, NC)
- …receiving, safeguarding, deposit and recording of receipts and assisting in the Credit Management process, ensuring Customers remain within agreed credit and ... deposit and recording of receipts and assisting in the Credit Management process, ensuring Customers remain within agreed ...no receipts remain unallocated at month end and provide support to the Banking/Treasury team for unidentified receipts +… more
- Truist (Charlotte, NC)
- …to support client service and business development efforts (eg credit , mortgage, planning, investment, trust and fiduciary services, and insurance services) in ... inherent cost-to-serve requirements of the corporation. * Uses advanced credit knowledge to help lead the conversation and advice...high net and ultra-high net worth clients with complex credit and banking needs * Successful track record using… more
- First Horizon Bank (Charlotte, NC)
- …position leads and manages an existing team of Portfolio Managers and Credit Analysts for the Transportation & Logistics industry vertical. The candidate will ... direct management to a team of Portfolio Managers and Credit Analysts and work closely with business line partners...management routines for direct reports, setting goals and providing support to achieve progress towards goal. + Develops the… more
- Deloitte (Charlotte, NC)
- …federal credits and incentives opportunities including Research and Development tax credit /deduction analyses, New Markets Tax Credit , Qualified Opportunity ... Zones, Sustainability and Renewable Energy tax credits, and other federal credit incentive service offerings + Deliver value to clients by identifying opportunities… more