- Truist (Atlanta, GA)
- …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
- Truist (Atlanta, GA)
- …of document preparation and closings as needed. Vital part of the team approach in the Wealth credit delivery model and may act as an additional contact to the ... for leading a team of assigned Analyst, Underwriting & Portfolio Management teammates to deliver quality credit ...client in collaboration with the Relationship Manager , Wealth Advisor or Structured Lending Consultant.… more
- Bank of America (Atlanta, GA)
- …us! **Job Description:** Manages the end to end credit process for a portfolio of Private Wealth Management clients and works with the Central Administration ... GWIM Custom Lending Credit Manager Saint Louis, Missouri;Newport Beach,...finance) *Serve as main point of contact for regional portfolio of credit relationships *Synthesize appropriate financial… more
- Truist (Atlanta, GA)
- …such as Medical Practices or Law Firms, with an average revenue size of $50MM. The Credit Portfolio Manager will handle all loan requests above $10MM but ... and most complex wholesale loan requests and borrower relationships within the wealth portfolio . Credit requests have a variety of business structures and… more
- First Horizon Bank (Atlanta, GA)
- …Commercial Credit Review Officer (CRO II) is responsible for evaluating portfolio quality and credit risk management practices within the commercial bank's ... The CRO II works under direct supervision by a Credit Review Manager while following Credit...and ethical standards. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Perform credit reviews of commercial relationships across various portfolio… more
- First Horizon Bank (Atlanta, GA)
- …identifying portfolio weaknesses and trends and alerting management (Group Manager , Market President, Senior Credit Officer) to deteriorating portfolio ... with commercial clients, with the potential to manage a portfolio of commercial clients. Makes and services a wide...new/renew requests. + Coordinate deal team meetings between Relationship Manager , Market President, Senior Credit Officer, and… more
- Cherry Bekaert (Atlanta, GA)
- …Cherry Bekaert's Strategic Financing Services (SFS) Group is looking for a Consultant Manager to join the SFS Consulting team. We offer an opportunity to work ... with a deep track record in New Markets Tax Credit (NMTC) allocation applications, NMTC placement and deployment, and...and NMTC compliance and asset management services. The Consultant Manager will build a pipeline of potential borrowers, and… more
- Truist (Atlanta, GA)
- …line of business management and senior credit risk management for new credit opportunities, portfolio management, and market overviews. + Engage and be ... for all aspects of client management including driving execution of credit facilities, capital markets transactions, and treasury management services; in an… more
- Truist (Atlanta, GA)
- …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