- Truist (Charlotte, NC)
- …management, loss forecast, and overall credit processes for the Truist Consumer Credit Portfolio . Responsible for Consumer credit portfolio ... leveraging quantitative credit models and judgmental decision making * Establishing credit policies, procedures, processes, and standards to guide credit … more
- Truist (Charlotte, NC)
- …within tolerances established within Operational Excellence standards including portfolio administration efforts that are reflected in Credit Risk, ... and related training . 2. 8+ years of experience in underwriting, portfolio administration or commercial loan credit decision-making. 3. 8+ years demonstrated… more
- City National Bank (Charlotte, NC)
- …Monitor, track and report on Risk Appetite metrics and concentration limits + Work with Credit Portfolio Management to establish portfolio credit risk ... + Ensure credit -granting is properly managed with credit exposures consistent with prudential standards and...plus **Skills and Knowledge** + Completion of a formal credit training program at a commercial bank… more
- Wells Fargo (Charlotte, NC)
- …and credit information for commercial businesses according to business unit standards . + Assist with credit analysis, industry and business risk analysis, ... assigned credit risk activities under the guidance of senior Portfolio Managers including underwriting and origination, loan renewals, annual reviews, and … more
- Bank of America (Charlotte, NC)
- …degree in business administration, finance, accounting or economics preferred + Formal Credit Training and/or Commercial/Wealth Management credit experience ... compliance with policy, procedures, and Global Wealth and Investment Management underwriting standards and guidelines. The Senior Credit Underwriter (SCU) is… more
- Regions Bank (Charlotte, NC)
- …financial services analysis or accounting experience + Completion of a corporate credit training program (or equivalent corporate banking/finance or real estate ... banking credit opportunities, underwrite new or renewed credit exposure and manage a portfolio of...is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.… more
- City National Bank (Charlotte, NC)
- …creative ways to structure credits ensuring that transactions are within profitability and portfolio risk standards . Authors credit approval memorandum. + ... a wide array solutions. The group is responsible for credit products like leveraged lending ( portfolio company... credit relationship. Reviews collateral periodically to minimize credit exposure. + Participate in the training … more
- TD Bank (Charlotte, NC)
- …Loan Policy and becomes familiar with alternative structures in order to reduce credit risk + Achieves operational performance standards in quality and ... can provide you more specific details for this role. **Line of Business:** Credit Management **Job Description:** The Credit Analyst II role covers Non-Profit… more
- City National Bank (Charlotte, NC)
- …creative ways to structure credits ensuring that transactions are within profitability and portfolio risk standards . Authors credit approval memorandum. + ... credit relationship. Reviews collateral periodically to minimize credit exposure. + Participate in the training and development of the Credit Analyst on… more
- KPMG (Charlotte, NC)
- … credit risk measurement processes, data, and tools + Document and enhance client credit policies, standards , and procedures + Lead credit and lending ... credit or financial analysis skills to include underwriting, portfolio management, financial analysis, and reporting; previous supervisory experience +… more
- Wells Fargo (Charlotte, NC)
- …Wells Fargo. Wells Fargo is seeking a Senior Lead Business Execution Consultant ( Portfolio Manager) to join the Enterprise Change Management Portfolio Management ... team. PMI is responsible for oversight and monitoring of the enterprise portfolio , focusing on the company's most complex, highest risk, and strategically critical… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Commercial Real Estate Portfolio Associate to serve as an analyst on our Triggers and Surveillance Team supporting ... Financial Statements for accuracy and compliance with required GSE reporting standards . + Present recommendations for resolving less complex situations and exercise… more
- Honeywell (Charlotte, NC)
- …with Bachelor's degree in Finance or related field; MBA/Master's degree or CFA and credit training + Building, leading and developing teams with top financial ... finance, M&A, capital and ratings advisory, project finance, debt capital markets, credit underwriting, portfolio management and/or adjacent groups + Strong… more
- Wells Fargo (Charlotte, NC)
- …meeting applicable financial responsibility, character, general financial fitness and criminal background standards . A current credit report will be used to ... operating cycle and how business products and services can support businesses in the portfolio + Ensure the overall success and growth of an assigned portfolio … more
- Citigroup (Charlotte, NC)
- …structured lending, and trade. + Assist with the creation of processes, standards , procedures, controls, training , and implementation of transaction management. ... essentially pools of smaller assets held by various financial institutions, such as banks, credit unions, and other lenders. Most of the assets are loans provided to… more
- Wells Fargo (Charlotte, NC)
- …**In this role, you will:** + Support CMLSF origination, underwriting, closing and portfolio management activities + Assist with the preparation of term sheets and ... appropriately and include necessary provisions and practices to mitigate legal, credit and operational risk + Facilitate transaction fundings and waterfall… more
- Bank of America (Charlotte, NC)
- …focus on continuous improvement. **Line of Business Job Description:** The Global Credit , Anti-Money Laundering (AML) & Onboarding Organization is a central control ... Laundering High Risk Detection team sits under the Global Credit , AML & Onboarding Operations (GCAOO) organization, and is...Detection Controls, Reporting & Testing team who manage our Portfolio Risk and play a critical role in managing… more
- Regions Bank (Charlotte, NC)
- …+ Reviews approved loan packages received from Underwriting to include credit memos, commitment letters, terms and conditions to ensure critical components ... determines documentation requirements based on SBA SOP and Regions Credit Policy guidance + Creates and maintains the closing...mentors more junior team members + Monitors Closing Team Portfolio for assignments and peer reviews + Coordinates and… more
- Wells Fargo (Charlotte, NC)
- …Fargo is seeking a dynamic Lead Software Engineer to join the Portfolio Management Platform (PMP) team within WIMT (Wealth and Investment Management Technology), ... to build and enhance a world class, innovative portfolio management suite of tools, that delights our Advisors...through innovative designs, anchored to enterprise shared services and standards . WIM is one of the nation's leading providers… more
- Wells Fargo (Charlotte, NC)
- …Technology, Enterprise Shared Services, and Enterprise Data Management. This combined portfolio of applications and tools are continually engineered to meet the ... maintenance of new and existing features for the existing portfolio of applications for a business area. + Design,...test, maintain, and document software deliverables using agreed upon standards and tools. + Collaborate with senior engineers and… more