- Bank of America (Charlotte, NC)
- …include specific criteria and is made at the discretion of the Credit Products Manager (CPM). The role also serves as the Credit approver in conjunction with CPM ... Business Development Officer (MP BDO), Relationship Account Officer (RAO), Client Manager (CM), Treasury Solutions Officer (TSO), and other product partners, when… more
- Bank of America (Charlotte, NC)
- …agencies. The Portfolio Specialist works together with the Credit Review Portfolio Manager (s) to establish and execute a risk-based coverage plan for a specific ... of key issues and emerging risks. Additionally, assist the Portfolio Manager (s) in preparing quarterly Business Assessment Reports and Coverage Plans; maintains… more
- Truist (Mooresville, NC)
- …**Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the ... activities may change from time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead CIB Portfolio Manager to join its Sponsor Portfolio Management team formed to support Wells Fargo's growing ... industries. VPs will have an assigned portfolio as the primary Portfolio Manager . + Perform detailed credit, financial statement analysis, industry analysis and… 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 ... servicer / CLO manager / Direct Lender evaluation and due diligence, internal...ABS asset classes. - Expert knowledge of credit and lending policies. - Demonstrated relationship management and leadership skills.… more
- Huntington National Bank (Charlotte, NC)
- …Business Banking loans to determine credit worthiness and compliance with Bank lending policy. Duties and Responsibilities: + Supports Business Banking production by ... family. + Act as primary back up for their manager as needed for team huddles & meetings. +...experience with business or commercial underwriting in a centralized lending environment Preferred Qualifications: + Bachelor's degree in business… more
- Truist (Charlotte, NC)
- …(private equity and family office), to include driving revenue growth from payments, lending , and fees. Focus is on Mid to Small Cap sized institutional capital ... around add-ons and are fluent in product areas such as payments, leveraged lending , and M&A. Expertise in maximizing client engagement and delivering Truist's full… more
- Truist (Charlotte, NC)
- …banking, corporate and investment banking, wealth management, payments, and specialized lending businesses. Headquartered in Charlotte, North Carolina, Truist is a ... the core principles of credit, financial & credit analysis, commercial lending , credit risk management, business development, sales consulting, pricing, deal flow,… more
- Truist (Charlotte, NC)
- …estate; corporate and institutional banking; insurance; mortgage; payments; specialized lending ; and wealth management. Headquartered in Charlotte, North Carolina, ... of core principles of credit, financial & credit analysis, commercial lending , credit risk management, underwriting, relationship management, and more. + _Technology… more
- Wells Fargo (Charlotte, NC)
- …throughout the deal process + Interact with CLO issuers and asset manager clients, investors, rating agencies, legal counsel, and internally with syndicate and ... equity investors + Assist in the underwriting and execution of asset backed lending facilities including both broadly syndicated CLO warehouses and middle market … more