- Wells Fargo (Charlotte, NC)
- …Trading, Electronic Trading and Hedging/Capital optimization. + In-depth understanding of risk management and regulatory/capital requirements and its respective ... the team. **In this role, you will:** + Effectively manage risk positions across high grade credit within the guidelines of Well Fargo's trading mandate + Work… more
- Fifth Third Bank, NA (Charlotte, NC)
- …and document credit decisions, conditions, and modifications. + Collaborates with the Credit Analyst to perform Portfolio management duties such as: ... review of updated financial statements, proactive monitoring, and interaction with the Credit Analyst. Responsible and accountable for risk by openly exchanging… more
- Wells Fargo (Charlotte, NC)
- …underwrites, and other complex transactions; lead transactions engaging directly with senior management , clients, and risk management + Provide vision, ... expert advisor to leadership **Required Qualifications:** + 7+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or… more
- Bank of America (Charlotte, NC)
- … ratings, while recommending changes as warranted + Assists in the underwriting, credit risk analysis, negotiation, and closing of new transactions or existing ... enterprise valuations + Discussing the merits of financing transactions from a credit risk and relationship perspective while modeling transaction and… more
- Huntington National Bank (Raleigh, NC)
- …customer relationships and circumstances. Includes day-to-day interaction with assigned Sales Reps, management of portfolio risk , and adherence to all ... Description The Senior Commercial Portfolio Manager - Technology Finance underwrites credit...on the creditworthiness of prospects and clients. Accountable for risk evaluation and associated regulatory compliance requirements. + Provides… more
- Bank of America (Charlotte, NC)
- …on whether a client should receive a credit facility + Partners with Credit Officers, Relationship Management , and Risk teammates to assess and deliver ... of solid experience in financial analysis, structuring, underwriting and portfolio management , strong communication and analytical/technical skills, including… more
- UMB Bank (Raleigh, NC)
- …responsible for assisting Business Banking and Practice Finance officers in the portfolio management activities (generally loans over $500,000) that are ... by tracking loan exceptions, BBC, covenants, pasdues and other portfolio management activities. + You will recognize...need to be taken. + You will provide specialized risk guidance and advice on existing portfolio … more
- First Horizon Bank (Charlotte, NC)
- …location Charlotte, NC **Summary** The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing ... responsibilities include: + Leading the analysis, underwriting, origination, and portfolio management of loans in a growing...mitigation skills + Understanding and application of the Bank's risk grading methodology and credit appetite +… more
- Huntington National Bank (Raleigh, NC)
- …and analyzes credit for large, complex customer relationships and circumstances. Includes management of portfolio risk and adherence to all regulatory ... Duties and Responsibilities: + Owns primary responsibility for the credit and monitoring of a leasing portfolio ....Bachelor's Degree + 5+ years of experience in commercial portfolio management , preferably with an equipment finance… more
- First Horizon Bank (Raleigh, NC)
- …and/or existing credit is an acceptable risk ; identifies credit risk trends at the customer and portfolio level; notifies manager of risk ... The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and… more