- Truist (Richmond, VA)
- …risk assessment in credit request packages in a small or homogeneous portfolio . Ensure packages are complete, accurate and thoroughly documented 2. Analyze and/or ... with client, verbally and in writing, on pending loan requests or portfolio management actions 4. Understand and articulate all Truist Wholesale Credit policies,… more
- Truist (Baltimore, MD)
- …America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent...Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU (R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R)… more
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