- Truist (Charlotte, NC)
- …shift (United States of America) **Please review the following job description:** The Credit Portfolio Manager is responsible for underwriting loan ... (ie wholesale) credit requests. In addition, the Credit Portfolio Manager proactively manages...complex wholesale loan requests and borrower relationships within the wealth portfolio . Credit requests have… more
- 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
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Lead Wealth Investment Portfolio Manager in Equity Optimization as part of Wealth & Investment ... excellence and continuous learning **Required Qualifications:** + 7+ years of Wealth Investment Portfolio Management experience, or equivalent demonstrated… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Jr Wealth Investment Portfolio Manager - Option Strategies Group in Managed Solutions as part of Wealth & ... . **In this role, you will:** + Construct and manage optimal portfolio solutions for client accounts across Wealth and Investment Management… more
- Bank of America (Charlotte, NC)
- …auditors and regulatory agencies. The Portfolio Specialist works together with the Credit Review Portfolio Manager (s) to establish and execute a ... Credit Review Senior Portfolio Specialist Dallas,...make a difference. Join us! **Job Description:** Working with Portfolio Manager (s), establish and execute a risk… more
- First Horizon Bank (Raleigh, NC)
- …**Location:** On site at offices within company's geographic footprint. **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
- PNC (Raleigh, NC)
- …including the credit approval process, policy and procedural compliance and portfolio risk management, credit monitoring, and reporting. * Maintains in depth ... including the credit approval process, policy and procedural compliance and portfolio risk management, credit monitoring, and reporting. + Maintains in depth… 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 ... within company's geographic footprint. **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
- JPMorgan Chase (Raleigh, NC)
- …providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) ... Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM.… more
- JPMorgan Chase (Raleigh, NC)
- …providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening ... banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit… more
- First Horizon Bank (Charlotte, NC)
- …to initiate underwriting process. o Coordinate deal team meetings between Relationship Manager , Market President, Senior Credit Officer, and Underwriter o Builds ... managers with, and directly responsible for Equipment Finance, client portfolio management activities. Delivers customized capital equipment financing solutions… more
- BMO Financial Group (NC)
- We are seeking a Vice President level Relationship Manager (RM) in our Commercial Bank primarily covering the Southeast Religious Institution Group clients. The ... in this segment. Successful RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key… more
- Bank of America (Charlotte, NC)
- Risk Analysis Sr. Manager Charlotte, North Carolina;New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make ... for management of all aspects of risk, including strategic, market, credit , compliance, liquidity, operational, model, and reputational risk matters to support… more
- Wells Fargo (Charlotte, NC)
- …this role:** Wells Fargo Advisors is seeking a Supervisory Control Associate Manager responsible for oversight of the Complex Products and Strategies Supervision ... team within Wealth and Investment Management as part of Wells Fargo...Securities, Trading Characteristics, Implementation Strategies, Security Products/Types, Fundamental Trends, Portfolio Construction + Ability to provide leadership to a… more
- Atria Wealth Solutions (Greensboro, NC)
- Through its relationship with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor II (Remote Work Flexibility - NC) to ... or according to an established schedule determined by your manager . Purpose of the Job The Financial Advisor II...Financial Advisor II serves the financial advisory needs of credit union members utilizing a holistic approach. The Financial… 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
- First Horizon Bank (Winston Salem, NC)
- …+ Review opportunities with FHN Relationship Managers to initially assess credit quality, determine program fit and eligibility. + Accompany Relationship Mangers ... calls with SBA 7(a) loan prospects. + Support Relationship Manager to clearly communicate program benefits, terms, pricing and...Serve as a source of knowledge of SBA regulations, credit guidelines, and secondary market interest rate appetite to… more