- Truist (Charlotte, NC)
- …on regional credits and participations. The Group also supports day-to-day portfolio management with responsibilities including financial statement spreads and ... mitigation strategies. + Supports senior teammates in day-to-day management of the portfolio with responsibilities including...active ownership and timely processing of quarterly financials and risk ratings within own portfolio and as… more
- Wells Fargo (Charlotte, NC)
- …education **Desired Qualifications:** + 4+ years of experience in underwriting or portfolio management + 4+ years of commercial underwriting experience + ... to clients; lead internal coordination and submit transactions to management or independent risk for approval +...company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational,… more
- Fifth Third Bank, NA (Charlotte, NC)
- … credit approval, documentation, closing and funding, post-closing, and portfolio management procedures for credits. Responsible and accountable for ... drive a positive customer experience. While operating within the banks risk appetite, achieves results by consistently identifying, assessing, managing, monitoring,… more
- Huntington National Bank (Charlotte, NC)
- …as appropriate, and maintaining accurate risk ratings. + Portfolio administration, including management of delinquencies, collateral exceptions, borrowing ... Leveraged Finance Portfolio Manager - Associate Director is responsible for the management of a portfolio of commercial loans within the Corporate, Specialty… more
- Wells Fargo (Charlotte, NC)
- …to existing clients **Required Qualifications:** + 5+ years of Wealth Investment Portfolio Management experience, or equivalent demonstrated through one or a ... or BondEdge + Municipal fixed income trading, research or portfolio management experience + Knowledge of coding...company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational,… more
- US Bank (Charlotte, NC)
- …all types of credit account exposure, managing an assigned credit portfolio , successfully closing new business relationships and expanding existing ... Manager partners with Relationship Managers to successfully manage a portfolio of Corporate Banking credit relationships. Grows...relationships, managing credit risk and responding to prospect or… more
- SMBC (Charlotte, NC)
- …driving cross-functional collaboration across technology and business teams. **Role Objectives** Portfolio Management + Oversee the planning, execution, and ... financial enterprises. Skills + Strong understanding of Agile, SAFe, and Lean Portfolio Management principles. + Strong understanding of Software Development… more
- Banc of California (Durham, NC)
- …monitoring the performance of borrowers, identifying deviations from expected performance, and raising credit concerns to the portfolio team. The Portfolio ... or renewals for borrowers, and help present deals to credit committee. + Complete borrower risk assessments....key information. + Produce internal deliverables. + Collaborate with management teams of portfolio companies to understand… more
- US Bank (Charlotte, NC)
- …all types of credit account exposure, managing an assigned credit portfolio , successfully closing new business relationships and expanding existing ... relationships, managing credit risk and responding to prospect or...credit questions and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in… more
- Huntington National Bank (Charlotte, NC)
- …of complex quantitative models for credit risk , PPNR, loan origination, and portfolio management . + Data Analysis: Oversee the analysis of credit ... and commercial credit , PPNR, loan origination, and portfolio management . This role requires a deep...a deep understanding of statistical modeling, machine learning, and risk management frameworks, along with strong leadership… more