- Truist (Greensboro, NC)
- …in credit request packages in a moderate sized or large homogeneous portfolio . Ensure packages are complete, accurate and thoroughly documented 2. Analyze and/or ... with client, verbally and in writing, on pending loan requests or portfolio management actions 4. Understand and articulate all Truist Wholesale Credit policies,… more
- Truist (Houston, TX)
- …is finally approved by ultimate risk approval officer. Problem Complexity: Complex. Portfolio Manager & Underwriters will be responsible for underwriting and ... exposure for CCB clients and actively manages a Middle Market or CML portfolio . Includes day-to-day client interaction, managing portfolio risk and adheres to… more
- Truist (Alexandria, VA)
- …Profit relationships and actively manages a Middle Market and CML portfolio within the GovCon/NFP market segment. Includes day-to-day client interaction, managing ... portfolio risk and adheres to all regulatory and compliance...for the risk evaluation and associated regulatory compliance requirements. Portfolio Management: Accountable for and manages assigned portfolio… more
- Commerce Bank (Bloomington, IL)
- …compensation range for some roles. This compensation range is for the Portfolio Manager I, II & III - CTC job and contemplates a wide range of factors ... department + Meet with assigned clients on a regular basis, provide portfolio and investment reporting and make investment recommendations as appropriate + Determine… more
- Bank of America (Boston, MA)
- Portfolio Management Officer II / III Charlotte, North Carolina;Greensboro, North Carolina; Nashville, Tennessee; Atlanta, Georgia; Jacksonville, Florida; ... also participates in the internal credit approval process led by client manager (straight forward transactions) and/or CPO (complex credits) and partners with the… more
- National Renewable Energy Laboratory (Golden, CO)
- **Posting Title** Prize Lead- Project Manager II / III . **Location** CO - Golden . **Position Type** Regular . **Hours Per Week** 40 . **Working at NREL** The ... or project budgets normally exceeding $1 MM. . **Basic Qualifications** Project Manager II - Relevant Master's Degree or equivalent relevant education/experience.… more
- Truist (Alpharetta, GA)
- …loss to the Bank. 3. Independently complete or participate cooperatively with a Portfolio Manager (PM) in underwriting borrowers for renewal/modification or ... following job description:** position will be filled as Level II or III depending upon experience. Will...in posted locations Manage and maximize return on a portfolio of Criticized and Classified loans in accordance with… more
- Zurich NA (Lincoln, NE)
- …be filled at the Market Facing Underwriter II or Market Facing Underwriter III level. The hiring manager will determine the appropriate level based upon the ... Direct Markets Market Facing Underwriter ( II OR III ) 116597 Zurich Insurance...contributions in the areas of product/proposition development, fulfillment, and portfolio management. Our Underwriters are responsible for: + Complying… more
- Tri-State Generation and Transmission Association, Inc. (Westminster, CO)
- …job grade levels: Project Scheduling Specialist I, job grade 7; Project Scheduling Specialist II , job grade 8; Project Scheduling Specialist III , job grade 9 or ... III ** Hiring Salary Range: $100,000-$135,000 **Project Scheduling Specialist II ** Hiring Salary Range: $86,000-$116,000 **Project Scheduling Specialist I** Hiring… more
- Truist (Fredericksburg, VA)
- …America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing… more
- UMB Bank (Milwaukee, WI)
- …exceptions to ensure transactions are accurately reflected by collaborating with the advisor/ portfolio manager or trader. + Analyze security pricing exceptions ... to ensure proper prices are used in the calculation of the NAV + Partner with various internal/external parties to ensure compliance with SEC regulations, IRS, and GAAP reporting regulations + Coordinate audit materials as well as responses to audit inquiries… more
- Fifth Third Bank, NA (Charlotte, NC)
- …tools preferred. + Ability to travel regionally and/or locally. Business Banking Relationship Manager III LOCATION -- Charlotte, North Carolina 28202 Fifth Third ... all applicable 5/3 products and services to an existing portfolio of business customers and their owners/senior management with...Provide coaching, leadership, and guidance to RM I's and II 's in conjunction with their Regional Sales Manager… more
- Fifth Third Bank, NA (Tampa, FL)
- …and CRM sales tools preferred. + Regional /local travel #LI-TC1 Commercial Relationship Manager III LOCATION -- Tampa, Florida 33602 Fifth Third Bank, National ... well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at...Expected to provide guidance to Commercial RM I & II MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Bachelor's… more
- Fifth Third Bank, NA (Louisville, KY)
- …reasonable accommodation. #LI-EC1 This position will be posted until 8/30/2024 Newline Relationship Manager III Total Base Pay Range 94,500.00 - 189,400.00 USD ... well as monitoring the quality of an extensive existing portfolio of companies within the bank's Newline vertical. The...Expected to provide guidance to Commercial RM I & II MINIMUM KNOWLEDGE, SKILLS AND ABILITES REQUIRED: * Bachelor's… more
- Fifth Third Bank, NA (Louisville, KY)
- …of CRT screen. + Frequent travel possible depending on assignment. Commercial Relationship Manager III LOCATION -- Louisville, Kentucky 40202 Fifth Third Bank, ... well as monitoring the quality of an extensive existing portfolio of companies with annual gross sales of at...Expected to provide guidance to Commercial RM I & II MINIMUM KNOWLEDGE, SKILLS AND ABILITES REQUIRED: + Bachelor's… more
- SMBC (Brea, CA)
- …International Services **Job Summary** As part of the Diversified Industries vertical, the Portfolio Manager will play a crucial role in the execution of ... training of junior loan officers within the department in coordination with the Portfolio Manager Team Lead. + Performs duties/special projects, as necessary,… more
- PNC (Pittsburgh, PA)
- **Job Description** The PNC Financial Services Group, Inc. seeks a Portfolio Analysis and Strategy Manager in Pittsburgh, PA to participate in all aspects of ... Equity loan profitability and price competitiveness in the market; ( ii ) provide technical training to team members and guide...members and guide the team in solving technical issues; ( iii ) work with the Product team and other Lines… more
- SMBC (Newport Beach, CA)
- …discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Our mission is to be "the bank ... Services **Job Summary** As part of the Franchise Finance lending vertical, the Portfolio Management Team Leader will play a crucial role in the execution of… more
- University of Rochester (Rochester, NY)
- …clinical trial portfolio includes prospective, cohort, longitudinal as well as Phase II - III randomized clinical trials. These trials will be conducted ... GENERAL PURPOSE: The Clinical Research Data Specialist II at the URCC NCORP Research Base Clinical...may also serve as a backup to the team manager , assists with the training and onboarding of new… more
- MUFG (Tempe, AZ)
- …member of our recruitment team will provide more details. **Job Summary:** The Audit Portfolio Manager , VP reports to the Director of Data, Change, Strategic ... Workplace Solutions Audit. Working with the Director, the Audit Portfolio Manager , VP will oversee and manage...laws (including (i) the San Francisco Fair Chance Ordinance, ( ii ) the City of Los Angeles' Fair Chance Initiative… more