- Truist (Atlanta, GA)
- …shift (United States of America) **Please review the following job description:** The Wealth Credit Portfolio Manager is responsible for underwriting loan ... (ie wholesale) credit requests. In addition, the Wealth Credit Portfolio Manager proactively...process for portfolio loan transactions. Manage end-end credit delivery process, in partnership with cross-functional… more
- Bank of America (Atlanta, GA)
- …and risk appetite. Within their targeted geographic territory, the CE leads the credit delivery process from beginning to end by partnering with Advisors, ... Credit Executive, Global Wealth & Investment...growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating… more
- Truist (Atlanta, GA)
- …and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished ... planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth ...Wealth Management and demonstrated ability to manage a portfolio of high net worth clients * Graduate of… more
- Truist (Atlanta, GA)
- …job description:** Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. Closely works ... client experience and support of the advisor's purpose-driven advice delivery , revenue-generating activities, and client acquisition activities. 2. Support… more
- Truist (Atlanta, GA)
- …job description:** Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. Closely works ... client experience and support of the advisor's purpose-driven advice delivery , revenue-generating activities, and client acquisition activities. + Support… more
- Truist (Atlanta, GA)
- …legal documentation, compliance, and loan closings, identifying potential portfolio weaknesses, and managing problems/delinquent credit relationships. ... retail teams and line of business (LOB) partners, including Commercial Credit and Integrated Relationship Management (IRM) partners. **ESSENTIAL DUTIES AND… more
- Truist (Alpharetta, GA)
- …the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent ... Truist footprint. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish...to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including… more