- Dexian - Signature Consultants (Charlotte, NC)
- …daily work allocation and SLA target managementHands on experience in portfolio and fund accounting activities including trade processing, security master setup, ... management /performance fees calculation, security pricing and NAV generationReporting with portfolio package including trial balance, balance sheet, P&L, and other … more
- Truliant Federal Credit Union (Matthews, NC)
- …larger loan requests to SBA and Member Business Loan Committee. Prepares annual credit reviews. Updates reports that track annual review relationships and tracks ... relationships and works out strategies. Assists with SBA loan portfolio quality management. Serves in a backup capacity to...for Business Lending Credit Theory to other Credit Union staff. Provides accuracy review for… more
- US Bank (Charlotte, NC)
- …will have skills and experiences to effectively manage deliverables, own and lead CAS related credit risk portfolio review audit activities in support of the ... assignments, problem loan management, etc.). This role supports the Senior Audit Manager - Credit Risk, ...appropriateness, portfolio management, problem loan management, and credit review . . Understanding of the Institute… more
- City National Bank (Charlotte, NC)
- ** CREDIT RISK PORTFOLIO OFFICER SENIOR...potential credit problems, and provide feedback to Credit Policy team to review and enhance ... and/or retail portfolios. Develops and recommends the 1st LOD's credit portfolio strategies to improve portfolio...management including Credit Administration, Enterprise Risk and Credit Risk Review + Explore new data… more
- Truist (Charlotte, NC)
- …public and private. Builds and maintains constructive relationships including Central Credit , Relationship Managers, Portfolio Managers and Wholesale CRE cross ... functional leadership. Maintain a comprehensive knowledge of the assigned portfolio and is responsible for operational and credit risk. **Essential Duties and… more
- Bank of America (Charlotte, NC)
- Credit Review Senior Examiner...to proactively identify emerging risks and their impact on portfolio credit quality. The Sr. Examiner is ... to make a difference. Join us! **Job Description:** Through examinations and monitoring, Credit Review provides an independent assessment of credit decisions… more
- PNC (Charlotte, NC)
- …successful completion of a review engagement, including managing Reviewers, performing credit portfolio analysis, summarizing the results stemming from the ... the company's success. We are looking to hire a Credit Risk Review Advisor Senior ...risk ratings, testing and maintenance activities. Ensures understanding of portfolio issues, trends, and root causes in order to… more
- City National Bank (Charlotte, NC)
- ** CREDIT RISK REVIEW OFFICER SENIOR ** **WHAT IS THE OPPORTUNITY?** The Credit Risk Review Department (CRR), is part of the 3rd line of defense, and ... exceptions are adequately identified, fully justified and properly approved. May lead credit review examinations, prepare final reports, and conduct overall… more
- Truist (Charlotte, NC)
- …with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Technology, and ... **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Underwrites credit ...relationships and actively manages a Middle Market and CML portfolio within the Senior Care market segment.… more
- Wells Fargo (Charlotte, NC)
- …balance sheet, leverage and key risks. + Prepare, review and edit credit memos and present recommendations to senior approvers. + Negotiate appropriate terms ... The Wells Fargo Commercial Banking team is seeking a Senior Lead Commercial Banking Portfolio Manager to... management team. This key position is responsible for credit underwriting and portfolio management to meet… more
- City National Bank (Charlotte, NC)
- …and risk management practices through evaluating, monitoring and reporting on the credit portfolio . Performs ongoing credit risk monitoring and ... Markets, Diversified Industries, Mortgage Warehousing, Franchise Finance, ABL. + Previous credit review experience highly preferred. + Highly conversant in… more
- USAA (Charlotte, NC)
- …Provides information from CRR results and insight to assist the Senior Review Manager in the updating of credit risk profiles. + Applies increasingly ... exposures, review the lifecycle stages of credit analysis, portfolio management, default management, and...from CRR's work are drawn. Identifies, reports, and escalates credit risks to the Senior Review… more
- Truist (Charlotte, NC)
- …as part of deal teams. Together with teammates, conducts due diligence, obtains credit approval and facilitates legal review for transactions. Develops or ... English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** The Commercial Corporate Finance Credit … more
- US Bank (Charlotte, NC)
- …Depository Financial Institutions (DFI) and Education Non-Profit (ENP). The Senior Credit Approval Officer will be responsible for review and approval of ... loan underwriting and portfolio management performance for senior management/regulatory agency review . In addition to... management performance for senior management/regulatory agency review . In addition to overall credit approval… more
- Capital One (Charlotte, NC)
- 2151 Hawkins St (46004), United States of America, Charlotte, North Carolina Senior Associate, Tax Credit Operations (New Market Tax Credit and Alternative ... Commercial Bank division of Capital One.It consists of a portfolio of tax credit investment products including...Tax Credits and Alternative Energy Tax Credits. As a Senior Associate on the Tax Credit Operations… more
- PNC (Charlotte, NC)
- …feel respected, valued and have an opportunity to contribute to the company's success. As a Credit Risk Review Advisor within PNC's Credit Risk Review ... Additional locations may be considered. The primary objective of Credit Risk Review (CRR) is to conduct... risk. Results from CRR's assessments are provided to senior management and PNC's Risk Committee of the Board… more
- Wells Fargo (Charlotte, NC)
- …education **Desired Qualifications:** + Experience managing moderate to complex credit portfolio including independent underwriting and providing ... **About this role:** Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager -...structuring of highly complex Agribusiness relationships within Commercial Banking Portfolio Management functional area + Review and… more
- Truist (Charlotte, NC)
- …Officers. 8. Liaison on all credit matters with Audit and Credit Risk Review . 9. Support the Senior Credit Risk Administration Manager and the Head ... credit -related issues remediation activities including Regulatory, Audit, Credit Risk Review and other self-identified Issues...Organization encompasses Credit Policy; Wholesale and Retail Senior Credit Officers; Credit Limits,… more
- City National Bank (Charlotte, NC)
- …responsible for analyzing and presenting data regarding trends and overall performance of the credit portfolio quality. **What you will do** + Support the ... credit policy issues and recommend changes to the Senior Credit Policy Officer. + Collaborate with... Credit Policy Officer. + Collaborate with the Credit Portfolio Risk Department to create reports… more
- Bank of America (Charlotte, NC)
- …procedures, and Global Wealth and Investment Management underwriting standards and guidelines. The Senior Credit Underwriter (SCU) is aligned with the Credit ... GWIM Sr Credit Underwriter Charlotte, North Carolina;Saint Louis, Missouri **Job...and revenue growth while increasing profitability, and managing a portfolio of existing lending relationships. Key responsibilities include performing… more
