- Regions Bank (Charlotte, NC)
- … portfolio of credits for which they will have primary portfolio management , monitoring and oversight responsibilities. **Primary Responsibilities** + ... support + Maintains up to date understanding of primary loan market pricing and structuring trends +...banking/corporate finance experience) + Three (3) years underwriting and portfolio management experience + Ability to competently… more
- Bank of America (Charlotte, NC)
- …capital structure solutions **Skills:** + Client Solutions Advisory + Financial Analysis + Loan Structuring + Risk Management + Underwriting + Account ... **Job Description:** This job is responsible for managing a portfolio of middle market and business banking clients and...owned by private equity firms. We typically provide Term Loan A solutions and our sponsor clients include both… more
- PNC (Raleigh, NC)
- …of loan /transaction parties. If relevant, performs ongoing credit risk management for assigned portfolio . + Contacts internal/external customers and other ... to identify risks and mitigants, prepares and effectively recommends loan offerings based on scorecards, such as risk ratings,...exception authority. Prepares offerings for specific transactions or in management of a portfolio as assigned and… more
- Bank of America (Charlotte, NC)
- …Making + Underwriting + Credit Documentation Requirements + Critical Thinking + Portfolio Management + Problem Solving + Written Communications + Financial ... us! **Job Description:** The Senior Asset Based Credit Officer covers a portfolio of asset-based lending clients, with responsibility for delivering credit solutions… more
- Truist (Wilson, NC)
- …clients with $5MM to $75MM in annual sales. Offer a full range of loan , deposit, and fee-based services to existing and prospective commercial clients. Leverage the ... of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - III) should be differentiated based on years… more
- Principal Financial Group (Charlotte, NC)
- …and originations experience, including at least 5 years of direct underwriting and portfolio management experience + Strong sales and negotiating skills along ... have made us a trusted leader for more than 140 years! Principal Asset Management offers global asset management expertise across a diverse set of traditional… more
- US Bank (Charlotte, NC)
- …**Primary Responsibilities** - Provide legal support to the relationship management , portfolio management , and loan administration teams for all business ... lines within CRE. - Draft and maintain form loan documents for outside counsel use, including bilateral and syndicated forms. - Develop templates and procedures for… more
- US Bank (Charlotte, NC)
- …for new business and retaining and expanding existing customer relationships. Manages loan and portfolio credit quality, sources prospects and develops new ... years of covering insurance clients preferred + Strong relationship management and business development/sales skills + Well-developed analytical and problem-solving… more
- PNC (Raleigh, NC)
- …worthiness of loan /transaction parties. If relevant, performs ongoing credit risk management for assigned portfolio . Coaches and/or reviews the work of other ... for all types of transactions at any level of complexity or in management of a portfolio as assigned. Interacts with internal/external customers. Provides… more
- Bank of America (Charlotte, NC)
- …+ Account Management + Financial Analysis + Leadership Development + Loan Structuring + Referral Identification + Credit Documentation Requirements + ... and increase overall client satisfaction. **Responsibilities:** + Manages an extensive portfolio of complex clients and prospects with annual revenues of $5-50… more
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