- Truist (Charlotte, NC)
- …not mentioned below. Specific activities may change from time to time. + Underwriting : Leads the entire commercial underwriting process both internally and ... Fulfillment and Commercial Sales Assistant (CSA). Provides independent analysis of financial statements and business plans; identifies and mitigates key risks.… more
- Truist (Charlotte, NC)
- …profile, industry dynamics, cost pressures, etc. related to deal in order to assess financial wherewithal to repay. 20% 3 . Initiates risk view and translation ... analytical support assigned to Dealer Services Portfolio Managers including analyzing financial statements and projections, utilizing financial models and… more
- CRC Insurance Services, Inc. (NC)
- …to Company guidelines and established procedures. Provides leadership to a production/ underwriting team. Provides high quality professional service to Agents and ... goals as assigned by Management. 2. Underwrite new and renewal business. 3 . Supervise a multi-person team ensuring all pertinent information is communicated. 4.… more
- SolomonEdwards (Raleigh, NC)
- …culture and values. Qualifications: - Bachelor's degree or equivalent work experience. - 3 + years of mortgage underwriting experience required. - Knowledge of ... LLC ("SolomonEdwards") is a full-service professional services firm offering financial , operational, and technology consulting and operations support. We work… more
- Truist (Charlotte, NC)
- …The Group also supports day-to-day portfolio management with responsibilities including financial statement spreads and monitoring of financial trends, annual ... client reviews, covenant compliance analysis, risk rating and underwriting exceptions analysis. **Essential Duties and Responsibilities** Following is a summary of… more
- Truist (Charlotte, NC)
- …risks. 2. Individually structure, underwrite, negotiate and close ABL transactions. 3 . Negotiate legal documents. 4. Comply with risk policies and procedures. ... develop a team of underwriters, associates and analysts in the structuring, underwriting , negotiation and closing of ABL transactions. Closely monitor the team's… more
- City National Bank (Charlotte, NC)
- …HS Diploma * Minimum 5 years of retail residential mortgage sales experience * Minimum 3 years of mortgage or financial experience as part of a community lending ... (example: realtors, attorneys, CPAs, business managers, nonprofits, trade organizations, financial advisors) that fit within the banks overarching financial… more
- Truist (Charlotte, NC)
- …execute credit solutions for clients. This team supports complex debt structuring, underwriting and portfolio management for Middle Market Wholesale clients, a core ... identify training needs and execute effective and targeted training. 30% 3 . Maintains deep knowledge of relevant industry/region banking portfolios and specific… more
- CRC Insurance Services, Inc. (Burlington, NC)
- …from time to time. 1. Test TAPSYS/New system updates for Underwriting Department, Account Services, Endorsements, Compliance and Breakdown in development ... subset in production environment post release, to ensure modifications work properly. 3 . Test Policy Output to ensure carrier and state compliance once pushed… more
- Truist (Raleigh, NC)
- …the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, ... appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to… more
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