- Truist (Charlotte, NC)
- …and analysis of industry and market trends. **2. Credit Underwriting & Structuring ** Lead due diligence, develop credit underwriting, and structure new transactions, ... renewals, and reviews. Provide independent recommendations and author initial risk assessments based on expertise. **3. Client Relationship Management** Serve as a primary point of contact for clients and internal stakeholders regarding portfolio matters,… more
- Cherry Bekaert (Raleigh, NC)
- …tax laws to develop optimal strategies. + Consult on tax-efficient structuring of international transactions, use of tax treaties, offshore investment activities, ... and repatriation programs. + Structure inbound investments for foreign companies and individuals, including US withholding tax planning, treaty planning, and FIRPTA. + Oversee engagement objectives, budgets, resources, billing, and performance to ensure client… more
- Cherry Bekaert (Charlotte, NC)
- …CDEs to better identify the best project financing match + Support the structuring of NMTC transactions in collaboration with external legal counsel + Advise ... borrowers on business terms and work with borrowers and closing team to finalize loan structure + Other job-related functions as assigned + Travel: 15% **What you bring to the role:** + BA in Accounting, Finance, Economics, or related field; Master's Degree or… more
- Cherry Bekaert (Gastonia, NC)
- …clients' multi-state tax burden through optimal filing methods, exemptions, credits/incentives, structuring alternatives, etc. + Research complex state and local tax ... issues using state statutes, regulations, case law and other relevant authorities/guidance. + Draft tax technical memorandums, client correspondence and other various work products. + Conduct nexus reviews and work with clients to remediate tax exposure. +… more
- Huntington National Bank (Charlotte, NC)
- …banking and/or equipment finance Preferred Qualifications: + Demonstrated success structuring and underwriting commercial credit + Proficiency using Microsoft Word ... and Excel + Strong written and verbal communication + Strong customer service orientation + Established professional network + High level of professionalism #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for… more
- Truist (Charlotte, NC)
- …relationships; knowledgeable and experienced in complex credit products and structuring , including loan syndication and participations and Industry and Specialty ... Advisory solutions **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility… more
- Deloitte (Charlotte, NC)
- …financial, operational, IT and commercial due diligence and value qualification, to structuring advice and financing options. One part of the overall process ... mentioned above is IT Diligence. The Deloitte IT diligence team delivers successful, informed business decisions to clients by identifying the key IT risks and opportunities associated with their most challenging M&A transactions. If you are a dedicated IT… more
- Siemens Energy (Charlotte, NC)
- …planning etc.) to provide appropriate inputs to develop the final proposal, structuring the pricing matrix, and progressing for internal approval. You will also ... be responsible for supporting colleagues during negotiations with customer and finally upon successful receipt of order perform handover of project-to-project execution team. This role will be based at our new factory in Charlotte, North Carolina, USA, and… more
- CBRE (Raleigh, NC)
- …environment, mentoring analysts and junior staff in FHA underwriting, loan structuring , and market analysis. + Promote CBRE's RISE principles (Respect, Integrity, ... Service, Excellence) in all professional interactions. + Provide formal supervision and leadership to team members within the FHA multifamily finance group. + Manage staffing, performance evaluations, and career development, including recruitment, advancement,… more
- Truist (Charlotte, NC)
- …forward-looking and risk-based frameworks, processes, and systems for prioritizing, structuring , reviewing and approving governance materials throughout the company. ... 4. Support the monitoring and execution of risk governance policies and procedures to establish defined processes, clear roles and responsibilities, and effective challenge routines. 5. Identify and monitor risk governance exceptions, issues, and emerging… more