UHNW Structured Lending Advisor: Custom Credit Solutions
Truist
Truist Financial Corporation in Charlotte, NC seeks a Structured Lending Advisor to partner with Wealth Advisors, designing customized loan structures for UHNW clients, and guiding credit solutions from proposal to closing. In this client-facing role, you will evaluate financial statements, manage deal pipelines, and coordinate with credit risk, compliance, and cross-functional partners to deliver a seamless end-to-end experience while growing the credit portfolio. #J-18808-Ljbffr Truist
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the UHNW Structured Lending Advisor: Custom Credit Solutions in Charlotte, NC vacancy
- Truist is seeking a Structured Lending Advisor to partner with Wealth Advisors, designing customized, high-value credit strategies for UHNW clients. The role covers deal lifecycle management from proposal through closing, ensuring profitability and adherence to risk appetite...Structures
- ...United States of America) The Structured Lending Advisor is a geographically (or... ...to recommend highly customized, complex credit strategies to meet the needs... ...and credit advisory solutions while ensuring a seamless... ...credit facilities, targeting UHNW clients with AUM in excess...StructuresFull timePart timeShift workDay shift
- ...responsibilities include documenting credit analysis, independently... ..., providing loan structure analysis and... ...closely with the Credit Advisor (CA) to develop and expand custom lending relationships with strategic... ...assess and deliver credit solutions Monitors the client's...StructuresWork at officeFlexible hoursShift workDay shift
- ...markets and advisory solutions, including a full... ...various derivatives, lending and cash products across Structured Products Group,... ...Municipal Products Group, Credit Sales & Trading.... ...as a senior advisor to Markets leadership... ...on building strong customer relationships balanced...StructuresFull timeWork experience placement
- ...commitment to helping our customers move forward.... ...forward-thinking solutions. We are committed... ...to evaluate the credit worthiness of new... ...and insures that structure meets the needs of... ...serves as a trusted advisor to clients and prospects... ...to fair lending practices. Remains...StructuresLocal area
- If you are customer-focused, enjoy building relationships... ...integral role in the structuring, underwriting, and negotiation of credit facilities and other financial... ...deliver comprehensive solutions for portfolio companies... ...:Seven plus years of lending or credit support in...StructuresFlexible hours
- ...commitment to helping our customers move forward.... ...forward-thinking solutions. We are... ...information to evaluate the credit worthiness of new... ...and insures that structure meets the needs of... ...as a trusted advisor to clients and prospects... ...to fair lending practices. Remains...StructuresLocal area
$181.73k - $213.8k
...our best. Helping the customers and businesses we... ...Portfolio Managers and a Credit Analyst for the... ...complex commercial lending relationships, ensuring... ...as a trusted advisor and escalation point... ...regarding complex credit structures and develop solutions that balance client...StructuresFull timeLocal area3 days per week- ...ERP Risk and Automated Control Solutions Senior Manager, ERP Risk and... ...architecture, organizational structure, and business processes.... ...-$237,014.00 1 week ago FSRM Advisor - FSRM - Enterprise Risk Trans... ...Subject Matter Expert Manager Sr. Credit Products Officer- Business...StructuresFull timeFlexible hours
$84.15k
...Private Wealth Management Credit Portfolio Manager is... ...Private Wealth and Lending Advisors. This position will... ...Reviews more complex and customized Private Wealth... ...oversight from management Structures PWM credit products... ...for PWM credit solutions Reviews loan documents...StructuresFull timeFlexible hours$47k - $66.7k
...qualities we look for: - Strong customer service mindset -... ...detail and able to work well in a structured operational environment - Able... ...and outlines appropriate solutions leveraging TIAA products and... ...employment screening, including a Credit Report background check...StructuresHourly payFull timeWork experience placementWork at office- ...the best experience for our customers. We work together each day to... ...documents and transaction deal structure.Negotiates workout options... ...creating customized customer solutions.Managing Risk - Assessing and... ...Detail, Analytical Thinking, Credit Analysis and Verification, Customer...StructuresFull timeTemporary workPart timeWork experience placementWork at officeRemote workWork from home
$300k
...the primary contact and advisor to a targeted client... ...strong relevant ideas and solutions to meet client needs.... ...product specialists, credit product officer, and... ...client specific needs Structures, prepares, and... ...Client Management Customer and Client Focus Networking...StructuresFull timeBank staffWork at officeFlexible hoursShift workDay shift- ...execution, and management of private credit financing solutions to private equity sponsored transactions... ...evaluation, due diligence, structuring, investment committee approval, transaction... ...of historical financial performance, customer & product trend analysis, etc.Develop...StructuresTemporary workWork experience placementWork at office
- ...Strong understanding of capital structures and capital market trends and... ...transactions Complete credit and financial statement analysis... ...complex integrated financing solutions and pitch materials for our clients... ...in doing the right thing for customers and colleagues as well as...Structures
- ...the independent underwriting, structuring, and ongoing portfolio... ...and leveraged middle market credit relationships typically via bilateral... ...defining client credit solutions, identifying issues and following... ...management within a bank or direct lending environment. Mastery level...StructuresFull timePart timeShift workDay shift
$365k - $420k
...financial institutions, private credit funds, BDCs, and non-bank... ...unitranche/first-out-last-out structures, senior/mezz structures. You’... .... Cash-flow and asset-based lending (senior, senior-stretch, superpriority... ...-investments, and structured solutions. Liability management...StructuresWork at office3 days per week- ...will build relationships with customers by supporting everyday... ...openings, service requests, and credit applications while working closely... ...opportunities, promoting solutions, and making appropriate referrals... ..., demonstrating comfort with structured processes, accuracy, and...StructuresWork experience placementFlexible hours
- ...Associate to support its expanding private credit, direct lending, and equity investment practice. This... ...be discussed with a Bryant Staffing Solutions Recruiter. Responsibilities... ...legal professionals across the capital structure. Requirements 2 - 6 years of experience...StructuresFull timeRelocation
- ...provider of digital banking and lending solutions to banks, credit unions, alternative... ...create success for our customers.What Makes Q2 Special?Being... ...’ll serve as a trusted advisor, ensuring consistent delivery... ...within C-level structure of a large accountArticulate...StructuresFull timeWork visa
- ...to partner with the Commercial & Middle Market team. You will perform daily credit analysis, underwriting, and portfolio management for assigned commercial borrowers, leading loan structuring and servicing while mentoring junior staff. The role involves collaborating with...Structures
$126.82k - $149.2k
...on a journey to do our best. Helping the customers and businesses we serve to make better... ...design, develop, and continually optimize solutions that drive adoption, engagement, and... ...accountability standards to create consistency and structure of routines.• Identify new applications...StructuresFull timeWork experience placementLocal areaShift work- ...will build relationships with customers by supporting everyday... ...openings, service requests, and credit applications while working closely... ...products, services, and solutions Drive branch growth by identifying... ..., demonstrating comfort with structured processes, accuracy, and...StructuresWork experience placementFlexible hours
- ...for providing investment banking solutions for the complex financing needs of... ...offers the opportunity to develop customized financial models, perform credit and debt capacity analyses, and execute... ...develop customized bond financing structures Utilize industry-approved third-...StructuresWork at office
$260k
...sponsors, issuers, financial advisors, agents, and equity... ...level of the capital structure. The ideal... ...Draft and negotiate credit agreements, security documents... ...business-focused legal solutions for sophisticated... ...Exposure to middle-market lending and representing alternative...Structures- ...Managers and provides daily credit analysis, underwriting, and portfolio... ...and include leading the loan structuring, underwriting, origination,... ...and services; develops lending proposals; identifies cross-sell... .... Strong organizational and customer service skills. #J-18808-...StructuresWork experience placementLocal area
- ...making recommendations on appropriate credit structures, pricing, etc. PMs are directly accountable... ...for always doing the right thing for customers and colleagues, and ensures that... ...for providing business partners credit lending policy interpretation. Perform final risk...StructuresWork at office
- ...and management of private credit financing solutions to private equity sponsored... ..., due diligence, structuring, investment committee approval... ...historical financial performance, customer & product trend analysis,... ...we can be a strategic advisor and long-term partner in meeting...StructuresTemporary workWork experience placementWork at officeFlexible hours
- ...has experience with senior secured lending, syndicated finance, mezzanine... ...complex financing transactions. Structure, draft, review, and negotiate credit agreements, loan documents, security... ...practices to provide comprehensive client solutions. Build and maintain strong...Structures
$310k
...complex financing transactions from structuring through closing.... ...financings, including subscription credit facilities, asset-backed financings, and other lending transactions involving private... ...practical, business-focused financing solutions while maintaining exceptional client...Structures
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to UHNW Structured Lending Advisor: Custom Credit Solutions. Be the first to apply!
Related searches
- senior advisor Charlotte, NC
- hvac comfort advisor Charlotte, NC
- trust advisor Charlotte, NC
- equitable advisors Charlotte, NC
- care advisor Charlotte, NC
- resident advisor Charlotte, NC
- at home advisor Charlotte, NC
- comfort advisor Charlotte, NC
- work from home advisor Charlotte, NC
- service advisor assistant service manager Charlotte, NC


