- Truist (Homewood, AL)
- …works in conjunction with goal-based planning tools. + Work closely with the Financial Advisors and PCG Portfolio Management Officer to help the team devise ... job description:** Responsible for the integration and application of financial planning tools and concepts into the.... + Proficiently utilize firm-provided software that enables the officer to create, plan and provide ongoing updates. +… more
- First Horizon Bank (Birmingham, AL)
- …relocation will be provided for this role.** **SUMMARY** The Commercial Credit Review Officer , Sr (Sr CRO) is responsible for evaluating portfolio quality and credit ... healthcare, mortgage warehouse, and music/sports/entertainment. + Lead examinations, including planning , field work, communication, and reporting. + Monitor commercial… more