Remote Mortgage Underwriter (DE and LAPP/SAR Required) JobotRemote Mortgage Underwriter (DE and LAPP/SAR Required)Charlotte, NCRemote$95,000–$110,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Your underwriting decisions will directly influence customers’ ability to secure financing for their new homes, making attention to detail, sound judgment, and collaboration essential to success.
NewSenior Portfolio Manager First Horizon BankSenior Portfolio ManagerCharlotte, NCHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Partnering with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities.
NewMortgage Underwriter First Horizon BankMortgage UnderwriterCharlotte, NCEssential Duties and Responsibilities : • Independently evaluate a variety of complex residential mortgage credit applications, credit bureau information, collateral valuation, complicated tax returns, financial statements, sales contracts, title, insurance and/or other supporting documentation to decision loans within designated authority levels by way of automated underwriting tools. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.
Vice President or Senior Vice President, US Business Credit Office Leveraged Acquisition Financing Hsbc Private BankVice President or Senior Vice President, US Business Credit Office Leveraged Acquisition FinancingCharlotte, NCEnsure all actions consider the likelihood of operational risk occurring, addressing areas of concern in conjunction with Risk and relevant colleagues and ensuring that actions resulting from internal/external audits and external regulators are correctly implemented in a timely fashion. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives.
Regional Excess Workers Compensation Underwriting Manager -Charlotte NC LaMorte Search Associates, Inc.Regional Excess Workers Compensation Underwriting Manager -Charlotte NCCharlotte, NCRegional Underwriting Manager - Loss Sensitive - Large Casualty Excess Workers' Compensation Underwriting - Charlotte, NC This is an exceptional opportunity with a California A++ rated Insurance Company client who is expanding. The ideal candidate will have 7+ years of experience in national accounts casualty underwriting including SIR's and Deductible Programs.
Underwriting Manager - Hybrid Selective Insurance Group IncUnderwriting Manager - HybridCharlotte, NC$148,000–$191,000 / yearSelective's unique position as both a leading insurance group and an employer of choice is recognized in a wide variety of awards and honors, including listing in Forbes Best Midsize Employers in 2025 and certification as a Great Place to Work in 2025 for the sixth consecutive year. We are committed to promoting a welcoming culture that celebrates diverse talent, individual identity, different points of view and experiences - and empowers employees to contribute new ideas that support our continued and growing success.
Commercial Credit Underwriting Portfolio Manager 3 First National Bank (FNB Corp.)Commercial Credit Underwriting Portfolio Manager 3Charlotte, NCEnsure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
Investment Real Estate Underwriting Portfolio Manager 2 First National Bank Of PennsylvaniaInvestment Real Estate Underwriting Portfolio Manager 2Charlotte, North CarolinaEnsure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. Responsible for managing a designated Commercial Investment Real Estate loan portfolio, including portfolio management, credit underwriting, construction monitoring, and ensuring compliance with bank and regulatory guidelines.
Commercial Credit Underwriting Portfolio Manager 2 First National Bank Of PennsylvaniaCommercial Credit Underwriting Portfolio Manager 2Charlotte, North CarolinaEnsure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
Commercial Credit Underwriting Portfolio Manager Team Leader First National Bank Of PennsylvaniaCommercial Credit Underwriting Portfolio Manager Team LeaderCharlotte, North CarolinaProvide guidance to direct reports to ensure risk ratings are timely and accurate and Regional Credit Officers and Credit Risk leaders have appropriate details to make timely and informative decisions on credit requests for existing and new customers. Ensure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten under their purview.
Investment Real Estate Underwriting Portfolio Manager 2 First National Bank (FNB Corp.)Investment Real Estate Underwriting Portfolio Manager 2Charlotte, NCEnsure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. Position Overview: Responsible for managing a designated Commercial Investment Real Estate loan portfolio, including portfolio management, credit underwriting, construction monitoring, and ensuring compliance with bank and regulatory guidelines.
Commercial Credit Underwriting Portfolio Manager Team Leader First National Bank (FNB Corp.)Commercial Credit Underwriting Portfolio Manager Team LeaderCharlotte, NCProvide guidance to direct reports to ensure risk ratings are timely and accurate and Regional Credit Officers and Credit Risk leaders have appropriate details to make timely and informative decisions on credit requests for existing and new customers. Ensure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten under their purview.
Commercial Credit Underwriting Portfolio Manager 2 First National Bank (FNB Corp.)Commercial Credit Underwriting Portfolio Manager 2Charlotte, NCEnsure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
Commercial Credit Underwriting Portfolio Manager 3 First National Bank Of PennsylvaniaCommercial Credit Underwriting Portfolio Manager 3Charlotte, North CarolinaEnsure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
Analyst, Specialty Underwriting and Portfolio Manager - CRE Capital One Financial CorpAnalyst, Specialty Underwriting and Portfolio Manager - CRECharlotte, NC$131,300–$149,800 / yearCandidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com.
Underwriting Manager - Hybrid Selective Insurance Company of AmericaUnderwriting Manager - HybridCharlotte, North Carolina$148,000–$191,000 / yearFull timeSelective's unique position as both a leading insurance group and an employer of choice is recognized in a wide variety of awards and honors, including listing in Forbes Best Midsize Employers in 2025 and certification as a Great Place to Work® in 2025 for the sixth consecutive year. Total Rewards: Selective Insurance offers a total rewards package that includes a competitive base salary, incentive plan eligibility at all levels, and a wide array of benefits designed to help you and your family stay healthy, achieve your financial goals, and balance the demands of your work and personal life.
Commercial Credit Underwriting Portfolio Manager Team Leader FNB CorpCommercial Credit Underwriting Portfolio Manager Team LeaderCharlotte, NCSkills Required to Perform the Primary Responsibilities of this Position: • Excellent management skills • Excellent communication skills, both written and verbal • Excellent organizational, analytical and interpersonal skills • Excellent customer service skills • Ability to use a personal computer and job-related software • MS Word - Basic Level • MS Excel - Intermediate Level • MS PowerPoint - Basic Level • Exceptional knowledge of a wide range of commercial lending (C&I & Cap markets), underwriting practices, and banking practices • Knowledge of commercial banking policies, procedures and government regulations. • Provide guidance to direct reports to ensure risk ratings are timely and accurate and Regional Credit Officers and Credit Risk leaders have appropriate details to make timely and informative decisions on credit requests for existing and new customers.
Commercial Credit Underwriting Portfolio Manager 3 FNB CorpCommercial Credit Underwriting Portfolio Manager 3Charlotte, NCSkills Required to Perform the Primary Responsibilities of this Position: • Excellent project management skills • Excellent communication skills, both written and verbal • Excellent organizational, analytical and interpersonal skills • Excellent customer service skills • Ability to use a personal computer and job-related software • MS Word - Basic Level • MS Excel - Intermediate Level • MS PowerPoint - Basic Level • Knowledge of a wide range of commercial lending (C&I & Cap markets), underwriting practices, and banking practices • Knowledge of commercial banking policies, procedures and government regulations. Ensure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten.
Investment Real Estate Underwriting Portfolio Manager 2 FNB CorpInvestment Real Estate Underwriting Portfolio Manager 2Charlotte, NCEnsure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. Position Overview: Responsible for managing a designated Commercial Investment Real Estate loan portfolio, including portfolio management, credit underwriting, construction monitoring, and ensuring compliance with bank and regulatory guidelines.
Commercial Credit Underwriting Portfolio Manager 2 FNB CorpCommercial Credit Underwriting Portfolio Manager 2Charlotte, NCEnsure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
Underwriting Consultant, National Accounts Property, Shared & Layered CNA Financial Corp.Underwriting Consultant, National Accounts Property, Shared & LayeredCharlotte, NCPerforms a combination of duties in accordance with departmental guidelines: Works on highly complex underwriting risks employing diagnostic and systematic analysis to assess acceptability. Determines appropriate pricing of complex risks for assigned book of business based on financial and competitive analysis in line with compliance requirements and with little oversight needed from superiors.
Business Banking Underwriting Manger 6 U.S. BancorpBusiness Banking Underwriting Manger 6Charlotte, NC$119,765–$140,900 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.
NewCommercial Real Estate Underwriting Lead - Housing Capital U.S. BankCommercial Real Estate Underwriting Lead - Housing CapitalCharlotte, North CarolinaThis role requires an experienced CRE underwriting professional (homebuilder underwriting experience is strongly preferred) who can work autonomously, apply sound credit judgment, and serve as a trusted underwriting resource to business partners. The role also functions as a senior underwriting lead within the team, providing informal leadership, mentorship, and underwriting oversight to junior analysts while supporting the overall performance and development of the underwriting function.
Underwriting Consulting Director, National Accounts Property, Shared & Layered CNA Financial CorpUnderwriting Consulting Director, National Accounts Property, Shared & LayeredCharlotte, NCPerforms a combination of duties in accordance with departmental guidelines: Works on highly complex underwriting risks employing diagnostic and systematic analysis to assess acceptability. Determines appropriate pricing of complex risks for assigned book of business based on financial and competitive analysis in line with compliance requirements and with little oversight needed from superiors.
Product Owner, Underwriting and Policy Systems (Commercial P&C) Amerisure Mutual Insurance CompanyProduct Owner, Underwriting and Policy Systems (Commercial P&C)Charlotte, NCCoordinate system releases, monitor underwriting applications, including identifying and investigating data integrity, system and performance issues, determining appropriate action and coordinating, as needed, with other team members, the IT department, and other stakeholders to determine the best resolution. Minimum of 7 years of experience with 2 years of underwriting experience with ISO, AAIS, NCCI and independent bureau products, and solid understanding of property and casualty rates, rules and forms, and various pricing programs.
Commercial Real Estate Underwriting Lead - Housing Capital U.S. BancorpCommercial Real Estate Underwriting Lead - Housing CapitalCharlotte, NC$126,820–$149,200 / yearThis role requires an experienced CRE underwriting professional (homebuilder underwriting experience is strongly preferred) who can work autonomously, apply sound credit judgment, and serve as a trusted underwriting resource to business partners. The role also functions as a senior underwriting lead within the team, providing informal leadership, mentorship, and underwriting oversight to junior analysts while supporting the overall performance and development of the underwriting function.
Supply Chain Finance Underwriting Wells Fargo & CoSupply Chain Finance UnderwritingCharlotte, NC$139,000–$239,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. About this role: Wells Fargo's Supply Chain Finance Group ("SCF") supports companies with a broad range of supply chain solutions, including trade and receivables products, which provide a holistic approach to an enterprise's working capital risk mitigation and financing needs.
AVP, Accelerated Underwriting and Analytics PartnerRe Ltd.AVP, Accelerated Underwriting and AnalyticsCharlotte, NCOur mission is to continue to be a financially stable and predictable business partner, supporting our clients with solutions tailored to their needs, delivering superior returns to our owner, providing rewarding opportunities for our people and making a positive contribution to society. The role will partner closely with clients, pricing actuaries, underwriters, and a global data science team to develop and enhance mortality assumptions, assess emerging data sources, and support innovation in risk selection.
VP, Merchant Risk Underwriting Synchrony FinancialVP, Merchant Risk UnderwritingCharlotte, NCThis role will require extensive interaction with cross-functional teams to effectively influence and advance the merchant underwriting framework while ensuring risk controls are documented and enforced. Document and manage operational controls to ensure seamless alignment with the Lines of Defense (2nd Line Risk/Validation, 3rd Line Internal Audit) and Model Risk Management (MRM).
Senior Data Analytics Consultant - Underwriting Portfolio Management CNA Financial CorpSenior Data Analytics Consultant - Underwriting Portfolio ManagementCharlotte, NC$72,000–$141,000 / yearPerforms a combination of duties in accordance with departmental guidelines: Leads smaller scale projects that involve the analysis of moderately complex to complex modeling for the purpose of quantifying the performance of the business area and evaluating operational changes. You will lead smaller scale initiatives to implement automated scorecards, AI enabled insights, and individual account scenario analysis tools that support underwriters in planning and executing CNA's global underwriting strategies as part of a cohesive execution platform.
Senior Manager (VP), UWPM, Alternative Renewable Energy Capital One Financial CorpSenior Manager (VP), UWPM, Alternative Renewable EnergyCharlotte, NC$182,500–$208,300 / yearPrimary underwriting responsibilities may include: Support and compile due diligence to draw conclusions on material current and future risks and mitigates; identify performance drivers, project future performance, and anticipate ability to repay investment; apply industry research across transactions and share key takeaways across the organization Leverage deep expertise in industry trends and market analysis to present findings and potential opportunities to senior management with ease Anticipate questions that will be raised during deal review and approval meetings Review financial models independently and incorporate complex structures or nuances Propose appropriate structuring options in tandem with deal team Write and prepare all parts of the credit approval document independently; identify need for supplemental analysis and discussion; review work of less experienced members of the team Oversee closing process requirements; review closing memo Support documentation process and negotiate provisions of term sheets, commitment letters, and fee letters with internal and external counsel as well as clients. Charlotte, NC: $182,500 - $208,300 for Specialty Underwriter & Portfolio Manager (Alt Energy) Houston, TX: $182,500 - $208,300 for Specialty Underwriter & Portfolio Manager (Alt Energy) New York, NY: $219,000 - $249,900 for Specialty Underwriter & Portfolio Manager (Alt Energy).
Commercial Portfolio Manager Sr - Equipment Finance (Underwriter) Huntington Bancshares IncCommercial Portfolio Manager Sr - Equipment Finance (Underwriter)Charlotte, NC$63,000–$154,000 / yearSummary: The Senior Commercial Portfolio Manager - Equipment Finance analyzes and monitors credit worthiness of assigned customers/accounts and recommends and/or approves credit within established guidelines. Spread business and personal financial statements and tax returns using Moody's software to analyze multi-year trends and ratios from.
New["Small Business Relationship Manager - Charlotte, NC","Small Business Relationship Manager - Charlotte, NC"] U.S. Bancorp["Small Business Relationship Manager - Charlotte, NC","Small Business Relationship Manager - Charlotte, NC"]Charlotte$80,280–$98,120 / yearThe Small Business Relationship Manager is responsible for delivering excellent customer service in alignment with U.S. Bank Core Values while providing comprehensive financial solutions to complex small business clients with annual revenues generallybetween $500K and $2.5 million, typically not exceeding $5 million. The role actively participates in required corporate and business line training in these areas, follows account opening procedures, and understands internal suspicious activity referral requirements and processes as required for the position.
SMART Business Development Manager Chubb LtdSMART Business Development ManagerCharlotte, NCThe company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally. Embrace One Chubb approach to help facilitate growth across all business segments, including: Agribusiness, Accident & Health, Product Recall, Environmental, Health Care, Marine Facilities, and more.
Credit Delivery Portfolio Manager - Medical Specialty Team Truist Financial CorpCredit Delivery Portfolio Manager - Medical Specialty TeamCharlotte, NCCredit requests have a variety of business structures and deal complexity, and could include both owner-occupied and investor-owned commercial real estate, working capital facilities, yacht/airplane financing, corporate finance transactions, concentrated stock/highly structured securities-backed and unsecured facilities. Coordinate credit and loan portfolio administration activities such as loan renewals and modifications, completion of periodic (at least annual) credit reviews, frequent review of financial statements and related internal risk ratings, management of covenant compliance and ongoing collateral monitoring.
Insurance Account Manager Howard Hanna Insurance ServicesInsurance Account ManagerCharlotte, North CarolinaPart of the Howard Hanna Family of Companies, we're designed to assist customers with every stage of their homeownership journey - from buying/selling, to mortgage, insurance, relocation, title and new construction services. As part of one of the nation's largest family-owned real estate organizations, we combine the strength of a trusted brand with a collaborative culture focused on people, relationships, and long-term success.
New["Surety Bonds Account Manager","Surety Bonds Account Manager"] SCOTT INSURANCE["Surety Bonds Account Manager","Surety Bonds Account Manager"]CharlotteWith over 160 years of experience, Scott Insurance is a leader in developing smart strategies and innovative programs customized to the needs of mid-market companies. We are driven by an entrepreneurial spirit and guided by out-of-the box thinking to deliver world-class service to our clients, primarily mid-market companies.
Insurance Account Manager Howard Hanna Insurance ServicesInsurance Account ManagerCHARLOTTE, NCFull timeAs part of one of the nation's largest family-owned real estate organizations, we combine the strength of a trusted brand with a collaborative culture focused on people, relationships, and long-term success. As part of the Howard Hanna Family of Companies, we help clients through every stage of homeownership with integrated real estate, mortgage, title, relocation, and insurance services.
Commercial Portfolio Manager II - Financial Institutions Fifth Third BancorpCommercial Portfolio Manager II - Financial InstitutionsCharlotte, NC$80,500–$169,100 / yearReviews documentation to achieve understanding required for the processing and monitoring of loans, monitors financial performance and compliance with loan covenants, takes appropriate action with proper communication on loans that are not in compliance, are mature or past due, and communicates with customers as needed or directed. ESSENTIAL DUTIES AND RESPONSIBILITIES: Partners with their peer Portfolio Managers, Industry Credit Lead or Credit Officer, Team Leaders, and Relationship Managers in credit underwriting efforts through performing industry and company research, financial analysis and modeling, and approval document preparation and review.
NewHealth Actuary Consulting Manager Deloitte Touche Tohmatsu LtdHealth Actuary Consulting ManagerCharlotte, NC$148,200–$292,300 / yearOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Our Insights, Innovation & Operate Offering is designed to enhance key aspects of our clients' businesses by leveraging cutting-edge technology, data, and a blend of deep technical and human expertise.
Commercial Portfolio Manager III - Equipment Finance Huntington Bancshares IncCommercial Portfolio Manager III - Equipment FinanceCharlotte, NC$83,700–$208,000 / yearIn addition to underwriting responsibilities, the Commercial Portfolio Manager III provides guidance and mentorship to junior team members, assists with process improvement initiatives, and contributes to the overall quality and consistency of credit decisioning across the portfolio while adhering to all regulatory and compliance guidelines. This role demonstrates advanced credit expertise, exercises independent judgment in evaluating credit risk, and serves as a trusted resource to peers, relationship managers, and credit leadership.
Credit Delivery Portfolio Manager - Medical Specialty Team Truist Financial CorporationCredit Delivery Portfolio Manager - Medical Specialty TeamCharlotte, NCCredit requests have a variety of business structures and deal complexity, and could include both owner-occupied and investor-owned commercial real estate, working capital facilities, yacht/airplane financing, corporate finance transactions, concentrated stock/highly structured securities-backed and unsecured facilities. Coordinate credit and loan portfolio administration activities such as loan renewals and modifications, completion of periodic (at least annual) credit reviews, frequent review of financial statements and related internal risk ratings, management of covenant compliance and ongoing collateral monitoring.
Area Sales Mortgage Manager - CHARLOTTE Fifth Third BancorpArea Sales Mortgage Manager - CHARLOTTECharlotte, NCSUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. Perform Human Resource tasks for the team, such as exception time reporting, performance reviews, coaching, performance management, commission administration and identifying training issues.
Commercial Portfolio Mgr III Huntington Bancshares IncCommercial Portfolio Mgr IIICharlotte, NCSummary: The Commercial Portfolio Manager Portfolio Manager II - CIP is considered a market and industry resource, providing expertise and advisory guidance in complex debt and capital solutions. Service, deepen, and retain assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities.
Commercial Portfolio Mgr II Huntington Bancshares IncCommercial Portfolio Mgr IICharlotte, NCSummary: The Commercial Portfolio Manager Portfolio Manager II - CIP is considered a market and industry resource, providing expertise and advisory guidance in complex debt and capital solutions. Service, deepen, and retain assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities.
Credit Portfolio Manager I - Education/Not for Profit TD BankCredit Portfolio Manager I - Education/Not for ProfitCharlotte, North CarolinaGathers financial and general business information pertaining to customer and prospect loan requests, performs financial analyses needed to make credit decisions; Contributes and provides input to group loan decision process based on evaluation of credit risk and other key factors; Supports commercial banking team and recommends credit solutions that add value to the Customer. This job performs financial analyses needed to make credit decisions, contributes and provides input to group loan decision process based on evaluation of credit risk and other key factors and supports commercial banking team and recommends credit solutions that add value to the Customer.
Commercial Portfolio Manager Southstate BankCommercial Portfolio ManagerCharlotte, North CarolinaBuilds and maintains a positive working relationships with internal business partners (Loan Operations, Credit Administrators, Loan Operations Area, Credit Leadership, Local Line Leadership and Branch Personnel etc.). Has responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti- Money Laundering (AML), Customer Identification Program (CIP) and OFAC to assist in the identification, detection and determent of money laundering or other unlawful activities.
Manager Truliant Insurance Services Truliant Insurance ServicesManager Truliant Insurance ServicesCharlotte, North CarolinaKnowledge, Skills, and Abilities · Must have a high level of technical insurance knowledge · Must have proven success in business development and member acquisition · Must be able to effectively implement sales and marketing strategies · Must be able to interface and demonstrate leadership both internally and externally · Must be detail oriented, well organized and have supreme time management skills · Must have strong PC skills, with proficiency of MS Outlook, Excel, Word, PowerPoint, and OneNote · Must be able to work on multiple projects concurrently in fast paced and complex business environment · Must be able to work in a general office environment · Must be flexible and able to shift resources and priorities as required · Should possess a strong commitment to providing excellent service to Truliant’s members, both internal and external Physical Requirements · Occasional standing, walking, bending, and stooping required · Must be able to sit at a desk for moderate periods of time and use a computer · Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds Education and Background Bachelor’s degree in Business or a related field required. Purpose of the Job The Manager, Truliant Insurance Services will provide management and oversight of the daily operations of Truliant Insurance Services.
Life Actuary Consulting Manager Deloitte Touche Tohmatsu LtdLife Actuary Consulting ManagerCharlotte, NC$148,200–$292,300 / yearOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Our Insights, Innovation & Operate Offering is designed to enhance key aspects of our clients' businesses by leveraging cutting-edge technology, data, and a blend of deep technical and human expertise.
Senior Commercial/Corporate Credit Portfolio Manager - For-Profit Healthcare US BankSenior Commercial/Corporate Credit Portfolio Manager - For-Profit HealthcareCharlotte, NC$148,495–$174,700 / yearPartners with assigned Institutional Client Group (ICG) Relationship Managers to manage Commercial and Corporate Healthcare credit account relationships across the for-profit healthcare industry, including physician practices, for-profit hospitals, medical device, pharmaceutical, life sciences, healthcare technology, health insurance, and other healthcare-related companies. Responsibilities include underwriting all types of credit exposure, managing an assigned credit portfolio, assessing and mitigating credit risk, responding to customer and prospect credit inquiries, conducting independent client calls, participating in joint sales calls with Relationship Managers, and identifying customer needs and opportunities.