- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Capital Markets Middle Office Analyst will be a part of a small global team who will monitor daily SLATE (SEC Rule ... provide corporate and transactional banking; commercial real estate lending and servicing ; investment banking; equity; foreign exchange, rates and fixed income… more
- Regions Bank (Charlotte, NC)
- …opportunities + Manages and conducts timely and ongoing portfolio monitoring and servicing activities for an assigned portfolio + Oversees past due and maturing ... issues + Prior experience with the Individual Rating Model in Moody's Risk Analyst (MRA) + Successful completion of Moody's online credit training or other major… more
- Truist (Mooresville, NC)
- …and insurance services). Ensure an integrated and seamless approach to developing, servicing and enhancing the client portfolio. Serve as an advocate for clients ... (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust… more
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