- Truist (Charlotte, NC)
- …management, loss forecast, and overall credit processes for the Truist Consumer Credit Portfolio . Responsible for Consumer credit portfolio ... leveraging quantitative credit models and judgmental decision making * Establishing credit policies, procedures, processes, and standards to guide credit … more
- Truist (Charlotte, NC)
- …within tolerances established within Operational Excellence standards including portfolio administration efforts that are reflected in Credit Risk, ... and related training . 2. 8+ years of experience in underwriting, portfolio administration or commercial loan credit decision-making. 3. 8+ years demonstrated… more
- City National Bank (Charlotte, NC)
- …Monitor, track and report on Risk Appetite metrics and concentration limits + Work with Credit Portfolio Management to establish portfolio credit risk ... + Ensure credit -granting is properly managed with credit exposures consistent with prudential standards and...plus **Skills and Knowledge** + Completion of a formal credit training program at a commercial bank… more
- Wells Fargo (Charlotte, NC)
- …and credit information for commercial businesses according to business unit standards . + Assist with credit analysis, industry and business risk analysis, ... assigned credit risk activities under the guidance of senior Portfolio Managers including underwriting and origination, loan renewals, annual reviews, and … more
- Wells Fargo (Charlotte, NC)
- …managing the credit approval process, maintaining high credit standards , monitoring individual exposures, and providing ongoing portfolio level updates. ... & Approval Director for the role of Group Senior Credit Officer within the Investment Portfolio /Treasury... credit risk measurement and ensuring maintenance of credit standards and adherence to policy and… more
- Regions Bank (Charlotte, NC)
- …financial services analysis or accounting experience + Completion of a corporate credit training program (or equivalent corporate banking/finance or real estate ... banking credit opportunities, underwrite new or renewed credit exposure and manage a portfolio of...is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.… more
- City National Bank (Charlotte, NC)
- …creative ways to structure credits ensuring that transactions are within profitability and portfolio risk standards . Authors credit approval memorandum. + ... a wide array solutions. The group is responsible for credit products like leveraged lending ( portfolio company... credit relationship. Reviews collateral periodically to minimize credit exposure. + Participate in the training … more
- Wells Fargo (Charlotte, NC)
- …**In this role, you will:** + Focus on managing a complex credit portfolio of account relationships in Healthcare Portfolio ... + Underwriting experience including advanced commercial or specialty group relationship portfolio credit and leveraged credits + Experience originating,… more
- TD Bank (Charlotte, NC)
- …Loan Policy and becomes familiar with alternative structures in order to reduce credit risk + Achieves operational performance standards in quality and ... can provide you more specific details for this role. **Line of Business:** Credit Management **Job Description:** The Credit Analyst II role covers Non-Profit… more
- Wells Fargo (Charlotte, NC)
- …this role:** Wells Fargo is seeking a **Senior** **Risk Asset Review Specialist** in ** Credit Risk** as part of Corporate Risk. Learn more about the career areas and ... lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . Credit Risk, which independently oversees the management of credit risk… more
- City National Bank (Charlotte, NC)
- …creative ways to structure credits ensuring that transactions are within profitability and portfolio risk standards . Authors credit approval memorandum. + ... credit relationship. Reviews collateral periodically to minimize credit exposure. + Participate in the training and development of the Credit Analyst on… more
- KPMG (Charlotte, NC)
- … credit risk measurement processes, data, and tools + Document and enhance client credit policies, standards , and procedures + Lead credit and lending ... credit or financial analysis skills to include underwriting, portfolio management, financial analysis, and reporting; previous supervisory experience +… more
- Honeywell (Charlotte, NC)
- …with Bachelor's degree in Finance or related field; MBA/Master's degree or CFA and credit training + Building, leading and developing teams with top financial ... finance, M&A, capital and ratings advisory, project finance, debt capital markets, credit underwriting, portfolio management and/or adjacent groups + Strong… more
- Citigroup (Charlotte, NC)
- …structured lending, and trade. + Assist with the creation of processes, standards , procedures, controls, training , and implementation of transaction management. ... essentially pools of smaller assets held by various financial institutions, such as banks, credit unions, and other lenders. Most of the assets are loans provided to… more
- Wells Fargo (Charlotte, NC)
- …**In this role, you will:** + Support CMLSF origination, underwriting, closing and portfolio management activities + Assist with the preparation of term sheets and ... appropriately and include necessary provisions and practices to mitigate legal, credit and operational risk + Facilitate transaction fundings and waterfall… more
- Wells Fargo (Charlotte, NC)
- …meeting applicable financial responsibility, character, general financial fitness and criminal background standards . A current credit report will be used to ... through one or a combination of the following: work experience, training , military experience, education **Desired Qualifications:** + Intermediate Microsoft Office… more
- Bank of America (Charlotte, NC)
- …focus on continuous improvement. **Line of Business Job Description:** The Global Credit , Anti-Money Laundering (AML) & Onboarding Organization is a central control ... Laundering High Risk Detection team sits under the Global Credit , AML & Onboarding Operations (GCAOO) organization, and is...Detection Controls, Reporting & Testing team who manage our Portfolio Risk and play a critical role in managing… more
- Regions Bank (Charlotte, NC)
- …+ Reviews approved loan packages received from Underwriting to include credit memos, commitment letters, terms and conditions to ensure critical components ... determines documentation requirements based on SBA SOP and Regions Credit Policy guidance + Creates and maintains the closing...mentors more junior team members + Monitors Closing Team Portfolio for assignments and peer reviews + Coordinates and… more
- Wells Fargo (Charlotte, NC)
- …a predictable, compliant, and scalable way. You will be part of the DISP Portfolio Management team. The team will be focused on creating and sharing best practices ... and platforms to the cloud and/or new data center portfolio . This role will identify the solution design /...one or a combination of the following: work experience, training , military experience, education + 3-5+ years of proven… more
- Wells Fargo (Charlotte, NC)
- …Technology, Enterprise Shared Services, and Enterprise Data Management. This combined portfolio of applications and tools are continually engineered to meet the ... maintenance of new and existing features for the existing portfolio of applications for a business area. + Design,...test, maintain, and document software deliverables using agreed upon standards and tools. + Collaborate with senior engineers and… more