• Wealth Advisor III

    Truist (Orlando, FL)
    …planning/advisory resource for clients, their attorneys and CPAs. * Maintain appropriate legal , operating and regulatory controls to manage risk and compliance. ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
    Truist (08/29/24)
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  • ARG Asset Manager III

    Truist (Orlando, FL)
    …loans. 2. Negotiate effective repayment plans with borrowers, potentially through legal counsel, that incorporate credit analysis and comply with Bank policy ... Restructures (TDR), accrual status justification, and Loan-to-Value (LTV) guidelines as well as regulatory guidance in order to prevent or mitigate loss to the Bank.… more
    Truist (10/04/24)
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