• GWIM Custom Lending Senior Credit

    Bank of America (Charlotte, NC)
    …relationships. Key responsibilities include performing and documenting financial analysis for credit approval of ultra - high -net-worth clients (individuals, ... GWIM Custom Lending Senior Credit Underwriter Charlotte, North Carolina **Job...policies, and procedures. Responsibilities: + Supports loan growth through high -quality underwriting activities + Develops, deepens, and sustains a… more
    Bank of America (11/09/24)
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  • Wealth Regional Managing Director

    Truist (Atlanta, GA)
    …is comprised of Wealth Advisors and Wealth Associates managing portfolios of affluent, high net worth and ultra - high net worth, multi-generational clients ... planning, insurance and risk management services, retail and mortgage credit , and general retail banking services) through the coordination...the team as credible and capable financial partners to high net worth and ultra - high more
    Truist (10/17/24)
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