- CBRE (Charlotte, NC)
- …each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations ... + Evaluate complex information to prepare various reports, opinions, and loan packages. + Examine financial statements, information, and market research to… more
- City National Bank (Charlotte, NC)
- …recommended. Participates in internal and external community activities as a representative of CNB, promoting and attracting new colleagues and customers. * ... to help problem solve or structure transactions. * Negotiates transactions; prices loan products within targeted rate of return; documents and closes loan… more
- CBRE (Charlotte, NC)
- …You'll Do:** + Evaluate information to prepare various reports, opinions, and loan packages. + Examine financial statements, information, and market research to ... create basic summaries, debt offer memorandums, and loan submission packages for review. + Prepare a variety...transactions.. + Monitor due diligence and assist with the sales process from marketing to closing for each transaction.… more
- Truist (Raleigh, NC)
- …middle market relationships in assigned region by offering a full range of loan , deposit, Capital Markets, Treasury, Risk Management and other fee-based services to ... existing and prospective clients with $75MM to $500MM in annual sales . Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client… more
- Truist (Banner Elk, NC)
- …proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and ... to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding… more
- First Horizon Bank (Winston Salem, NC)
- …Retail Banking. Responsibilities include growing profitability, advice driven sales , associate coaching, operational excellence, customer experience, and workforce ... community and actively serves in a leadership capacity in support of bank programs. ** Sales and business development** + Implement and coach advice driven sales … more
- CBRE (Raleigh, NC)
- …to multifamily housing and FHA lending. + Oversee the preparation of FHA loan submission packages in coordination with analysts, ensuring compliance with HUD MAP ... team environment, mentoring analysts and junior staff in FHA underwriting, loan structuring, and market analysis. + Promote CBRE's RISE principles (Respect,… more
- Wells Fargo (Asheville, NC)
- …grow financial outcomes through increased net asset flows, lending balances and same store sales . + Develop the culture to drive employee engagement and growth in a ... dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations… more
- Truist (Charlotte, NC)
- …(UCC) searches. Act as liaison with Commercial Fulfillment and Commercial Sales Assistant (CSA). Provides independent analysis of financial statements and business ... plans; identifies and mitigates key risks. Recommends and models appropriate loan structures and while maintaining expertise around the bank's suite of ancillary… more
- UNC Health Care (Raleigh, NC)
- …with a independent Allergy clinic, Audiology services with robust hearing aid sales , and Speech Pathology services. * Epic (EHR) with AI Scribe capabilities ... dental, malpractice insurance, PTO, CME time, relocation assistance, public service loan forgiveness (PSLF), retirement plan with employer match and more! **Why… more
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