- Truist (Charlotte, NC)
- …product approval documents and presentations. + Supports senior teammates in management of the portfolio with responsibilities including financial statement ... leveraged transactions. The Group also actively manages the related loan portfolio to meet client needs while also ensuring appropriate risk/return strategies… more
- PNC (Raleigh, NC)
- …for all types of transactions at any level of complexity or in management of a portfolio as assigned. Interacts with internal/external customers. Serves ... financial worthiness of loan/transaction parties. If relevant, performs ongoing credit risk management for assigned portfolio . May coach and/or review the work… more
- Fifth Third Bank, NA (Charlotte, NC)
- …to determine necessary edits + Responsible for identifying and recommending preliminary portfolio management actions using Credit Service reporting and RADAR ... + Run Probability of Default (PD) model with oversight + Partner with Portfolio Managers, supporting the daily duties of underwriting and monitoring credit… more
- Fifth Third Bank, NA (Charlotte, NC)
- …with the CCU team. + Responsible for identifying and recommending preliminary portfolio management actions using Credit Service reporting and RADAR with ... assignments and projects as determined by leadership. Utilize project management skills to manage and report on assignment and...of Default (PD) model with oversight + Partner with Portfolio Managers, supporting the daily duties of underwriting… more
- Fifth Third Bank, NA (Charlotte, NC)
- …with the CCU team. + Responsible for identifying and recommending preliminary portfolio management actions using Credit Service reporting and RADAR with ... + Run Probability of Default (PD) model with oversight + Partner with Portfolio Managers, supporting the daily duties of underwriting and monitoring credit… more
- Wells Fargo (Charlotte, NC)
- …for escalation and approval where necessary. + Contribute to various CCM portfolio management tasks, including financial covenant tracking, portfolio ... to meet deliverables. **Required Qualifications:** + 4+ years of Experience in CIB Portfolio Management , or equivalent demonstrated through one or a combination… more
- UNUM (Raleigh, NC)
- …and align teams with the highest business value + Implement and manage Lean Management system in partnership with Customer Experience and Process experts to: + Focus ... a simple, modern and personal customer experience + Initiate and execute Portfolio Assessments that leverage economic modeling; accountable to deliver a high return… more
- Fifth Third Bank, NA (Raleigh, NC)
- …sales experience required. + In-depth knowledge of conventional, government, and portfolio guidelines. + Previous mortgage sales management experience required. ... offices and outside referrals. Meet standards and objectives defined by management for personal mortgage loan sales and cross-selling objectives. Assume overall… more
- Wells Fargo (Charlotte, NC)
- …compliance, loan closing, and booking and funding processes + Liaise with Portfolio Managers, Credit Analysts, Internal Risk Management , Relationship teams, ... and origination such as nCino, LIQ, CoRS, and Treasury management systems + Understanding of the credit underwriting... management systems + Understanding of the credit underwriting and customer due diligence processes + Strong attention… more
- TD Bank (Charlotte, NC)
- …Commercial Banking (CBB). Canadian-based banking to individuals and businesses + Wealth Management . Wealth and asset management products and insurance products + ... needs today and prepare for tomorrow. The bank's services include underwriting and distributing new issues, providing trusted advice and industry-leading insight,… more