- Truist (Charlotte, NC)
- …description:** Support wholesale credit risk through individual assignments in Portfolio Risk Monitoring, Issues Management, training and communications, as ... time to time. 1. Identify and analyze trends in portfolio risk, through interaction with Commercial/CIG and Credit...on portfolio risk monitoring trends and wholesale credit risk training initiatives, to educating impacted… more
- TD Bank (Charlotte, NC)
- …recommending risk ratings, and ensuring compliance with credit policies, standards , and TD's risk appetite. Additionally, Portfolio Managers are responsible ... relationships with borrowers with revenues between $100 million and $1 billion+. The Credit Portfolio Manager is responsible for evaluating new credit … more
- 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
- Regions Bank (Charlotte, NC)
- …services analysis and accounting experience + Completion of a major corporate credit training program (or the equivalent corporate banking/corporate finance ... commercial 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
- Wells Fargo (Charlotte, NC)
- …commercial businesses according to business unit standards for Mid-Corporate Portfolio Management within Commercial Banking + Conduct credit analysis, ... wellsfargojobs.com. **In this role, you will:** + Focus on managing a complex credit portfolio of account relationships in Mid-Corporate Portfolio Management… more
- Regions Bank (Charlotte, NC)
- … portfolio management experience + Completion of a major corporate credit training program (or the equivalent corporate banking/corporate finance experience) ... the analysis of credit opportunities, underwriting of credit exposure and management of a portfolio ...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
- City National Bank (Charlotte, NC)
- …5 years of MS Office experience **Skills and Knowledge** + Completion of a formal credit training program at a commercial bank a plus. + Previous experience in ... ** CREDIT RISK REVIEW OFFICER SENIOR** **WHAT IS THE...are in place to fully satisfy safety and soundness standards established by Bank regulators; monitors adherence to such… more
- Truist (Charlotte, NC)
- … Risk Appetite * Providing independent credit adjudication * Establishing credit policies, procedures, processes, and standards to guide risk management ... and emerging risks * Management of concentration risk and portfolio targets * Management of problem assets * Execution...Business, Finance or Accounting or equivalent education and related training . 2. Ten+ years of bank credit … 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
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Investment Portfolio Control Associate for the Wealth and Investment Management (WIM) Investment Risk team. The WIM ... and execution of the WIM Investment Risk program which sets the standards and requirements for investment activities when acting as fiduciary. Programs include… more
- Fifth Third Bank, NA (Charlotte, NC)
- …credit requests and adhere to established Portfolio Management guidelines. + Achieve credit standards and metrics in regard to asset quality, credit ... tracking, call reports and pipeline management. + Partner with Portfolio Managers and Credit Officers (Business Loan...managing business banking or commercial relationships preferred. + Formalized credit training or equivalent credit … more
- Wells Fargo (Charlotte, NC)
- …+ Ability to recruit, retain, and grow high potential talent/teams + Strong credit portfolio and underwriting skills + Strong risk management leadership skills ... will:** + Manage and develop a team who perform credit research activities + Review lending decisions for adherence...one or a combination of the following: work experience, training , military experience, education + 2+ years of Leadership… 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 ... scalability, and speed. Wells Fargo is seeking a ServiceNow SPM (Strategic Portfolio Management) Lead Software Engineer, focusing on development of SPM utilizing… more
- Aimbridge Hospitality (Statesville, NC)
- … sessions presented by managers and self using the steps to effective training according to Aimbridge Hospitality's standards and the review of previous ... the company budget process as required. + Ensure that training in service standards is taking place...credit and collection policies. + Complete required corporate training modules and become certified to train those as… 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)
- …and ensuring thorough coverage of technology across the enterprise. The audit portfolio will align to the topic of Technology governance, oversight and compliance, ... the organization. + Identify thematic risk trends observed across the portfolio for purposes of influencing strategic control direction and process maturity.… more
- Truist (Charlotte, NC)
- …the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent ... 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide...finance, banking or equivalent financial services experience and related training . 2. Minimum of six years of financial services… more