- Deloitte (Raleigh, NC)
- …of tax returns and provide advisory services related to the modeling and structuring of renewable energy tax equity structures, such as: + Partnership flip + ... Sale-leaseback + Pass-through lease + Maintain and develop strong internal and client relationships + Demonstrate sound judgment and a quality-first mentality with respect to evaluating eligibility for various fact patterns + Develop process with our… more
- Wells Fargo (Charlotte, NC)
- …more complex commercial or business loan and lease requests + Assist in structuring and approval of loan or leases within delegated authority and recommend ... transactions in excess of credit authority + Review and research financial and credit information for larger and complex loans and lease requests that require in-depth evaluation + Make decisions in complex and multifaceted situations requiring exceptional… more
- Regions Bank (Charlotte, NC)
- …programs is essential + Provide effective challenge during the underwriting and structuring process to ensure compliance with risk appetite, established policy and ... underwriting standards + Monitor performance of the Real Estate Capital Markets portfolio by review and approval of portfolio and asset watchlist reports, action plans and risk ratings + Partner with associates across Real Estate Capital Markets to identify,… more
- Wells Fargo (Charlotte, NC)
- …role, you will:** + Participate in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage ... relationships within Commercial Banking Portfolio Management functional area + Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors + Resolve moderately complex issues and lead Commercial… more
- Finexio (Charlotte, NC)
- …Team Leadership Critical Areas: . Prospecting and Pipeline Development: Experience in structuring sales teams to ensure a consistent focus on outbound prospecting, ... including tracking and measuring prospecting activities within large accounts. . Marketing Alignment: Ability to align closely with marketing to ensure a seamless lead-to-sales qualification process and to establish consolidated reporting that tracks the… more
- Deloitte (Charlotte, NC)
- …developing complex tax projection calculations and models to analyze tax structuring alternatives and planning opportunities. + Utilizing proprietary technologies to ... assist clients in streamlining their tax compliance processes and filing obligations. + Supervising less experienced tax consultants. The Team At Deloitte Tax LLP, our International Tax team helps multinational clients with their global tax planning and… more
- Truist (Charlotte, NC)
- …participating in credit presentations and participating in credit underwriting and structuring . May participate in client support, as appropriate. Is developing a ... working knowledge of company's product suite. Performs tasks and assignments under direct supervision. Monitors performance and trends, proactively defining client credit solutions, identifying issues and developing remediation, underwriting and approving… more
- Truist (Raleigh, NC)
- …1. Support the commercial lending process through underwriting, policy knowledge, credit structuring , and risk assessment in credit request packages in a large and ... complex segment of the wholesale loan portfolio. Ensure packages are complete, accurate and thoroughly documented 2. Analyze and/or recommend adjustments to financial statement spreads 3. Interact with client, verbally and in writing, on pending loan requests… more
- Fifth Third Bank, NA (Charlotte, NC)
- …(RM) and Investment Directors (ID) on initial deal review, modeling, and structuring , including creating the Opportunity Memo. + Assist RM/IDs with deal ... pre-clearance within the Community Development Lending and Investment Group. + Work with RM/IDs, customers/prospects, and third-party providers to obtain due diligence information. + Utilize and analyze resources to prepare the credit approval document. +… more
- Lenovo (Morrisville, NC)
- …across complex digital and non-digital touchpoints + Experience scoping and structuring UX work in alignment with business goals **Preferred Qualifications:** + ... Strong communication skills-confident presenting both visually and orally to business stakeholders at all levels + A proactive, collaborative, and user-first mindset-you're driven by impact + Passion for mentoring and helping others grow in a collaborative,… more