- Truist (Greensboro, NC)
- …Responsible for leading multiple specialized servicing teams-including Wholesale Documentation Review and Exception Clearing, UCC Monitoring , Life of Loan ... operational reporting, process and risk indicators to evaluate the health of the documentation and collateral monitoring portfolio to share with senior… more
- Wells Fargo (Charlotte, NC)
- …timely fashion + Perform trade decompositions to validate current mark-to-market exposures + Review and process collateral margin calls and respond to the ... seeking a Capital Markets Middle Office Specialist to join the Derivatives Collateral Management department. The Corporate Investment Bank (CIB) Collateral … more
- Wells Fargo (Charlotte, NC)
- …call disputes + Perform trade decompositions to validate current mark-to-market exposures + Review and present collateral margin calls and respond to the demands ... is seeking a Capital Markets Middle Office Associate to join the Derivative Collateral Management department. **In this role, you will:** + Compare trade position… more
- Truist (Charlotte, NC)
- …(Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Responsible for independently reviewing and ... analysis as needed, analyzing real estate appraisals to determine if collateral is acceptable, analyzing title report and lien information, reviewing hazard… more
- Rubrik (Raleigh, NC)
- …technical demos, workshops, and architectural reviews + Develop and publish solution collateral , including use case documentation , video content, and competitive ... managed service provider programs + Prior work authoring thought leadership, solution documentation , and video collateral for external audiences + Familiarity… more
- Truist (Charlotte, NC)
- …and related internal risk ratings, management of covenant compliance and ongoing collateral monitoring . Have a strong understanding of industry and regulatory ... English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** The Wealth Credit Portfolio Manager is… more
- First Horizon Bank (Greensboro, NC)
- …+ Provide Commercial Lending Support to Commercial Relationship Managers + Review and Fund Loans + Processes and administers commercial loans. Records ... and maintains loan records. + Obtains credit information and ensures sufficient loan collateral . + Calculates loan items and charges such as interest and payments. +… more
- Wells Fargo (Charlotte, NC)
- …+ Recommends process or policy improvements to enhance customer satisfaction + Review moderately complex loan servicing documentation language, book and fund ... Operations and company teams as necessary to progress customer-focused needs + Review and negotiate complex loan servicing transactions, evaluate risks, and devise… more
- Wells Fargo (Charlotte, NC)
- …+ Recommends process or policy improvements to enhance customer satisfaction + Review moderately complex loan servicing documentation language, book and fund ... and company teams as necessary to progress customer-focused needs + Review and negotiate moderately complex loan servicing transactions, evaluate risks, and… more
- Wells Fargo (Charlotte, NC)
- …and recommend process or policy improvements to enhance customer satisfaction + Review moderately complex loan servicing documentation language, book and fund ... new loans and modifications, including reviewing of input + Monitor collateral and prepare payoff letters, releasing collateral ; customer research and billing;… more
- Wells Fargo (Charlotte, NC)
- …ranging in size from $5MM to $1Bn+ Analyze and understand collateral , historical and projected financial statements, cash flows, liquidity, relevant valuation ... significance + Coordinate and drive the scope of due diligence including collateral focused field examinations; inventory appraisals; quality of earnings review ;… more
- First Horizon Bank (Charlotte, NC)
- …accurate documentation is obtained from clients + Collect and review entity due diligence, Know Your Customer (KYC), and beneficial ownership information ... protect the bank and our clients + Research and resolve exceptions in required documentation ; loan, collateral and deposit exceptions, assist with past dues +… more
- Rubrik (Raleigh, NC)
- …create delivery playbooks, runbooks, technical implementation guides, and use case collateral for internal and partner teams (MSPs/MSSPs, Tech Alliances, GSIs/SIs). ... verbal communication skills; demonstrated ability to produce high‑quality architecture documentation and enablement materials. **Preferred Qualifications:** + Experience working… more
- Wells Fargo (Charlotte, NC)
- …compliance, and our loan closing teams to close modifications and new loans including review of third-party reports and loan documentation . + Review and ... and third-party market research. + In conjunction with senior team members, review and make recommendations for approval/ denial of loan requests, lease approvals,… more
- Huntington National Bank (Charlotte, NC)
- …+ Provide credit recommendations to the appropriate level of credit administration + Review loan documentation in consultation with legal counsel + Manage risk ... on an ongoing basis by monitoring customer credit worthiness, adherence to loan terms and...conditions + Manage annual reviews and renewals, portfolio reviews, collateral exceptions, borrowing bases, delinquencies and other reporting +… more
- Duke Energy (Charlotte, NC)
- …affecting water supplies in Duke Energy's reservoirs. Providing the lake owner's engineering review of all proposed new or expanded large water intakes and effluent ... proposals to identify and assess any water supply vulnerabilities. Coordinating the technical review of all proposed new or expanding line crossings (ie, any wires… more
- JPMorgan Chase (Charlotte, NC)
- …feasibility + Read and interpret complex legal credit agreements and related documentation working with attorneys when applicable + Perform quality control on new ... Query, Alteryx, Python, and R is a plus. + Ability to analyze collateral , assess eligibility, ensure loan accuracy, process Borrowing Base Certificate's, review … more
- Fifth Third Bank, NA (Charlotte, NC)
- …of underwriting and deal execution including structuring, deal screening, credit review , loan approval preparation and presentation to credit teams, risk management, ... funding, operations and loan documentation . Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally… more
- UMB Bank (Raleigh, NC)
- …requirements to loan officers and loan/credit monitoring and credit review . Establish protocols and maintain tracking of documentation exceptions, past ... business/reaffirmations) submission. Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of pricing… more
- UMB Bank (Raleigh, NC)
- …covenant compliance with regular reporting requirements to loan officers and loan/credit monitoring and credit review . Follow established protocols and maintain ... business/reaffirmations) submission. Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of pricing… more