• Relationship Manager (NQ)

    Ascensus (Columbia, SC)
    …contact providing specialized trust and fiduciary services to high-profile institutional accounts, including qualified and non-qualified plans sponsored by Fortune ... Leads efforts to onboard new accounts, gather relevant information and coordinate account opening process + Reviews agreements and prepare internal documentation to… more
    Ascensus (10/30/24)
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  • Commercial Relationship Specialist

    Regions Bank (Columbia, SC)
    …and paralending processes and procedures. Manage due diligence requirements from field + Assists Relationship Manager (s) with sales support functions ... and/or specialized business segments of Agricultural Banking, Government and Institutional Banking, Small Business Administration, and Franchise Lending. **Primary… more
    Regions Bank (10/09/24)
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