- Truist (Greensboro, NC)
- …Responsible for leading multiple specialized servicing teams-including Wholesale Documentation Review and Exception Clearing, UCC Monitoring , Life of Loan ... operational reporting, process and risk indicators to evaluate the health of the documentation and collateral monitoring portfolio to share with senior… more
- Truist (Charlotte, NC)
- …and related internal risk ratings, management of covenant compliance and ongoing collateral monitoring . Have a strong understanding of industry and regulatory ... English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** The Wealth Credit Portfolio Manager is… more
- American Express (Apex, NC)
- …within the industry that may impact audit coverage/audit plan + Analyze / review audit results and documentation to evaluate effectiveness and efficiency, ... collateral management, contingency funding planning, liquidity risk limits calibration/ monitoring (including LCR), FR 2052a reporting, etc. + Skillsets include… more
- Wells Fargo (Charlotte, NC)
- …+ Recommends process or policy improvements to enhance customer satisfaction + Review moderately complex loan servicing documentation language, book and fund ... and company teams as necessary to progress customer-focused needs + Review and negotiate moderately complex loan servicing transactions, evaluate risks, and… more
- First Horizon Bank (Charlotte, NC)
- …accurate documentation is obtained from clients * Collect and review entity due diligence, Know Your Customer (KYC), and beneficial ownership information ... protect the bank and our clients * Research and resolve exceptions in required documentation ; loan, collateral and deposit exceptions, assist with past dues *… more
- PNC (Charlotte, NC)
- …in a loan servicing system. This may include any of the following items: * Review of Loan documents and Closing Statements to become familiar with the asset * ... reserve accounts in a servicing system as outlined in the loan documents * Review monthly billing statements to ensure accuracy and deliver billing statements to the… more
- Fifth Third Bank, NA (Charlotte, NC)
- …with LOB and Credit partners through the underwriting, credit approval, documentation , closing and funding, post-closing, and portfolio management procedures for ... banks risk appetite, achieves results by consistently identifying, assessing, managing, monitoring , and reporting risks of all types. ESSENTIAL DUTIES AND… more
- Huntington National Bank (Charlotte, NC)
- …+ Provide credit recommendations to the appropriate level of credit administration + Review loan documentation in consultation with legal counsel + Manage risk ... on an ongoing basis by monitoring customer credit worthiness, adherence to loan terms and...conditions + Manage annual reviews and renewals, portfolio reviews, collateral exceptions, borrowing bases, delinquencies and other reporting +… more
- Fifth Third Bank, NA (Charlotte, NC)
- …of underwriting and deal execution including structuring, deal screening, credit review , loan approval preparation and presentation to credit teams, risk management, ... funding, operations and loan documentation . Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally… more
- JPMorgan Chase (Charlotte, NC)
- …feasibility + Read and interpret complex legal credit agreements and related documentation working with attorneys when applicable + Perform quality control on new ... Query, Alteryx, Python, and R is a plus. + Ability to analyze collateral , assess eligibility, ensure loan accuracy, process Borrowing Base Certificate's, review … more
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