- Truist (Mooresville, NC)
- …experience working with clients dealing with banking, investments, and/or retail lending . (experience may include Retail, Wealth, Advisory, and/or Retail Lending ... experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail… more
- Huntington National Bank (Charlotte, NC)
- …job family. Basic Qualifications: + Bachelor's Degree and 1 year of direct SBA/USDA lending /due diligence experience or a minimum of 3 years of direct SBA/USDA ... lending /due diligence experience. Preferred Qualifications: + Bachelor's degree in Finance, Accounting, Business or Economics + Knowledge of the SBA Standard… more
- Wells Fargo (Charlotte, NC)
- …broader objectives. **Supply Chain Finance:** Product-focused credit business that provide specialized lending and leasing for CB and CIB clients. SCF is responsible ... **Required Qualifications:** + 6+ years of secured and/or specialized lending relationship management or portfolio management or leadership experience, or… more
- US Bank (Charlotte, NC)
- …responsible for review and approval of ABS, CLO, and private debt Securitization lending facilities, which includes the analysis of deal structure and documents, ABS ... in Commercial ABS asset classes. - Expert knowledge of credit and lending policies. - Demonstrated relationship management and leadership skills. - Advanced… more
- TIAA (Charlotte, NC)
- …easements, solar/wind agreements, acquisitions, dispositions, third party agreements, lending agreements, ancillary property agreements. + Review and help ... coordinate lending agreements and internal intercompany agreements + Responsible for understanding all fund and account structures in order to provide proper… more
- Huntington National Bank (Charlotte, NC)
- …or responsibility for client relationship management within Municipal and Tax-Exempt Lending . + Performs other duties as assigned. + Basic Qualifications: + ... Bachelor's Degree + 7 or more years of Large Government/Higher Education/Non-Profit Lending experience + Series 52 or Series 7 license + Preferred Qualifications: +… more
- Wells Fargo (Charlotte, NC)
- …individuals **Required Qualifications:** + 5+ years of secured or specialized lending sales experience, or equivalent demonstrated through one or a combination ... Qualifications:** + 5+ years of Equipment Finance experience + Basic knowledge of lending products + Basic knowledge and understanding of tax, accounting, and legal… more
- Comerica (Charlotte, NC)
- …+ Completion of a Commercial Credit Training Program + 5 years of commercial lending experience + 3 years of experience managing a portfolio of clients + 3 ... + Completion of a Commercial Credit Training Program + 7 years of commercial lending experience + 5 years of experience managing a portfolio of clients + 3… more
- Coinbase (Charlotte, NC)
- …a number of different products, including Portfolio Margin, Trade Finance, Agency Lending , Bilateral Lending and more. Financing is incredibly important to ... the Prime Brokerage business because it allows customers to use leverage on their trading positions, as well as generate yield on long holdings. Financing products are important because they generate recurring revenue (as opposed to transaction revenue), but… more
- Hendrick Automotive Company (Fayetteville, NC)
- …Maintains AFIP Certification. + Acts as liaison between the customer and the lending institution. + Ensures adherence to F&I reporting requirements of company. + ... at a computer. Work involves frequent customer contact and interaction with lending institutions. Verbal and Writing Ability: Ability to read and comprehend… more