- 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
- 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