- Truist (Charlotte, NC)
- …for the most complex and largest credit relationships for Truist Wealth . Oversees sound portfolio management activities on assigned loan portfolio ... and industry trends. Provides technical assistance and coaching to junior Credit Portfolio Managers. **Essential Duties and Responsibilities** Following is… more
- Truist (Charlotte, NC)
- …of document preparation and closings as needed. Vital part of the team approach in the Wealth credit delivery model and may act as an additional contact to the ... for leading a team of assigned Analyst, Underwriting & Portfolio Management teammates to deliver quality credit ...client in collaboration with the Relationship Manager , Wealth Advisor or Structured Lending Consultant.… more
- Bank of America (Charlotte, NC)
- …us! **Job Description:** Manages the end to end credit process for a portfolio of Private Wealth Management clients and works with the Central Administration ... GWIM Custom Lending Credit Manager Saint Louis, Missouri;Newport Beach,...finance) *Serve as main point of contact for regional portfolio of credit relationships *Synthesize appropriate financial… more
- First Horizon Bank (Charlotte, NC)
- …**Location:** On site in Charlotte, NC; Memphis, TN, or Nashville, TN **Summary** The Portfolio Manager assists in the assessment of risk and management of the ... Bank's loan portfolio by providing analytical and credit oversight....its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed… more
- Truist (Charlotte, NC)
- …such as Medical Practices or Law Firms, with an average revenue size of $50MM. The Credit Portfolio Manager will handle all loan requests above $10MM but ... and most complex wholesale loan requests and borrower relationships within the wealth portfolio . Credit requests have a variety of business structures and… more
- Zions Bancorporation (Charlotte, NC)
- …and Orange County. We are currently seeking a Real Estate Capital Markets Underwriter - Senior Portfolio Manager to join our team and be a founding member of the ... in small and middle-market banking, the Bank's 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Advisory Platform Lead Product Manager that will support Advisory Platforms across Wealth and Investment ... to the new InvestCloud platform and applications involved in new enrollments, manager switches and other related account maintenance for advisory accounts. **In this… more
- First Horizon Bank (Charlotte, NC)
- …factors related to First Horizon's underwriting policies and guidelines. + Works with the Portfolio Manager (PM) and Relationship Manager (RM) in completing ... TN, or Nashville, TN **Summary** At First Horizon, the Credit Associate is a member of the credit...and analysis and supports PM and RM on ongoing portfolio management and new origination evaluations. + Identify emerging… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Portfolio Management Product Owner to join the Investment Solutions Agile Transformation product team. This role is ... product direction, issue resolution with guidance from a more senior product manager . + Support the definition of project objectives, key results, and outcomes,… more
- Truist (Charlotte, NC)
- …line of business management and senior credit risk management for new credit opportunities, portfolio management, and market overviews. + Engage and be ... for all aspects of client management including driving execution of credit facilities, capital markets transactions, and treasury management services; in an… more
- Capco, a Wipro Company (Charlotte, NC)
- …Knowledge of alternative assets (real estate, private equity, private credit ) + Understanding of back-office operations ( portfolio management/trading/compliance ... passionate about helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as an opportunity to… more
- Truist (Charlotte, NC)
- …America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent...banking, investments, and/or retail lending. (experience may include Retail, Wealth , Advisory, and/or Retail Lending experience) or one years'… more
- Truist (Charlotte, NC)
- …internal and external business partners (Borrowers, Lenders, Internal and External Counsel, Credit Risk, Portfolio and Relationship Management Teams, etc.) as it ... location is flexible. Provides operational support for Truist's most sophisticated portfolio of agented syndicated deals as well as bilateral and participated… more