- Truist (Charlotte, NC)
- …the essential functions. 1. 3+ years in the role as a Fiduciary Support Specialist , trust experience, investment, banking or financial planning-related client ... to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of the Wealth… more
- Bank of America (Pineville, NC)
- …requirement, has previously held the role of: + Home Service Specialist II , Lending Client Associate, Lending Client Support Manager, Lending Specialist , ... underwriting and closing procedures + Federal regulations governing real estate lending + FHA and HUD guidelines + Other...and as such affirms in policy and practice to support and promote the concept of equal employment opportunity,… more