Senior Wealth Lending Advisor: UHNW Credit Solutions
Truist
Truist is looking for a Lending Advisor in Atlanta, Georgia, to partner with Wealth Advisors in recommending customized credit strategies for high net worth clients. The role entails managing a credit pipeline while ensuring exceptional client experiences. The ideal candidate should have a Bachelor's degree and five years of experience in similar roles, including a strong grasp of financial analysis and client relationship management. Benefits include competitive medical and retirement plans. #J-18808-Ljbffr Truist
- Cooper Lighting Solutions is looking for a Wealth Advisor in Atlanta, GA who excels in building relationships with high net worth clients. You'll manage complex credit needs and provide a full suite of financial solutions. This role demands extensive experience in client...Senior
- ...job description: The Lending Advisor is a geographically (or... ...directly with Wealth Advisors to recommend... ...highly customized, complex credit strategies to meet the... ...structure and credit advisory solutions while ensuring a... ...strategies for HNW or UHNW clients, or for some groups...SuggestedFull timePart timeShift workDay shift
- Bank of America is seeking a Credit Officer II in Atlanta, Georgia, responsible for managing a portfolio of asset-based lending clients and delivering tailored credit solutions. This role demands strong leadership and independent thought, focusing on credit management and...Senior
- ...Citi Private Bank - Uhnw Private Banker -... ...develop tailored wealth management strategies... ...relationships (solutions and services) in an... ...markets, and banking & lending Create sales... ...and trusted advisor (primary contact)... ...investments, banking and credit products Strong...Suggested
- Womenofcolorcd is looking for a Credit Officer in Atlanta, GA, responsible for managing and supporting the credit needs of the organization... ...finance. The ideal candidate will have a strong background in lending, real estate finance, and community impact. A Bachelor's degree...Senior
- ...Specialty Finance Advisor Senior If you want to support initiatives... ...Specialty Finance Business Lending Advisor is responsible for consulting... ...needs, develop client solutions, and partner with other... ...-to-date knowledge of Chase Credit Policy and SBA Standard Operating...SeniorWork experience placement
$365k - $420k
Leveraged Finance/Private Credit Senior Associate Job ID: 1973 Position: Associate Location... ...deals. Cash‑flow and asset‑based lending (senior, senior‑stretch, superpriority... ...equity co‑investments, and structured solutions. Liability management transactions (LMEs...SeniorWork at office3 days per week- ...client relationships. Provides financial solutions that meet client needs based on... ...advanced sales functions regarding deposit, credit, convenience and other product and service... ...-based learning. Advises on consumer lending options and takes loan applications....SeniorTemporary workWork at officeNight shiftWeekend work
- ...client relationships. Provides financial solutions that meet client needs based on... ...advanced sales functions regarding deposit, credit, convenience and other product and service... ...-based learning. Advises on consumer lending options and takes loan applications....SeniorFull timePart timeWork at officeNight shiftWeekend work
$54.6k
Job Description: At Regions, the Senior Small Business Relationship Banker... ...acquisition, check card, money movement, credit card, merchant services, and lending. Regions' mission is to make life... ...and perspective about Regions’ solutions with a specific focus on small...SeniorFull timeWork at officeFlexible hours- ...Lead Credit Officer In Asset Based Lending Credit Risk Bring your expertise to JPMorgan Chase and join a leading team of ABL credit risk professionals... ...financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of...
- ...Gilder Search Group is seeking an experienced Private Wealth Advisor to empower clients in wealth and estate planning, investments, and banking. This role demands 8+ years of experience with High and Ultra High Net Worth clients and a strong network for effective relationship...Senior
$77k - $202k
...strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their... ...planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges, deliver...SeniorFull timeH1b$105.1k - $150.1k
...communicating, implementation, and evaluating solutions that involve working with external... ...methodologies. Job Overview The primary role of the Senior Data Analyst is to support and expand the... ...and business domains, including Credit, Rebates, Accounting, and FP&A. This role...SeniorTemporary workWork experience placementLocal areaFlexible hours$78.5k - $163k
...professionals from other firms, and senior client management Apply... ..., and/or other financial advisors to evaluate potential restructuring... ...banking, corporate lending, consulting, public accounting... ...disclosure statement, etc), and credit agreements Strong written...SeniorWork experience placementFlexible hours- ...promote an atmosphere of quality service and solutions through enthusiastic member interactions... ...interact with members as they enter the Credit Union Engage with members through... ...Ability to gain and obtain the knowledge of lending practices; regarding interpretation of...Work at officeFlexible hours
- A regional bank in Atlanta is seeking a Senior Credit Underwriter to join its credit team. This role involves underwriting various loan types, preparing credit memos, and ensuring compliance with lending standards. The ideal candidate will have a Bachelor's degree and over...Senior
$110k - $150k
Defi-Solutions is looking for a Senior Sales Engineer in Atlanta, GA. The role involves presenting software solutions to clients, collaborating with sales teams, and leading industry trade shows. Requirements include 5+ years of sales engineering experience and a Bachelor...Senior- ...Wealth Business Advisor Develop and maintain a portfolio of financially complex... ...services, strategic credit, and general banking services... ...external partners to implement solutions. e. Meet revenue growth,... ...units. d. Source Wealth Lending opportunities and work with...Full timePart timeWork at officeLocal areaNight shift
- ...Loan Administration Specialist - Construction Lending Galleria - Atlanta, GA 30339 Overview Position Type: Full Time Education Level: 4 Year Degree Category: Professional Services Description Position Summary: Coastal States Bank is looking for an experienced...Permanent employmentFull timeContract workBank staffWork at officeImmediate startMonday to FridayFlexible hours
$158.4k - $237.6k
...subject matter experts to structure innovative and customized solutions that meet clients' individual needs Identifies cross-sell opportunities... ...business where necessary and appropriate Administrate the credit relationship of the client, coordinating and supervising the...SeniorFull time- Cooper Lighting Solutions in Atlanta, Georgia, is seeking an experienced credit professional to manage complex loan portfolios. You will independently analyze financial... ...'s degree and over ten years in commercial lending. Benefits include a robust benefits package, vacations...Senior
- ...preserving and managing their wealth. You will use your knowledge... ...investments, financial planning, credit and banking to both advise... ..., developing thoughtful solutions and delivering an exceptional... ...Management provides individuals, advisors and institutions with strategies...SeniorTemporary workWork experience placementLocal area
$158.4k - $237.6k
...subject matter experts to structure innovative and customized solutions that meet clients’ individual needs Identify cross‑sell opportunities... ...our business where necessary and appropriate Administrate the credit relationship of the client, coordinating and supervising the...Senior- Cooper Lighting Solutions is seeking a qualified individual to manage a portfolio of Asset Based Lending (ABL) transactions, ensuring credit quality and compliance. The role involves financial analysis, risk mitigation, and close interaction with clients. Located in Atlanta...Senior
$120k - $135k
...hire an Underwriter to join our Agency Lending business focused on Affordable housing.... ...foundation in agency underwriting standards and credit analysis. The role will be a hybrid... ...estate debt, agriculture, and impact solutions across the risk-return spectrum. PGIM...SeniorLocal area- ...in Business or related field Preferred: 1+ years retail, credit union, or financial services experience Preferred: Bilingual... ...and Word Ability to gain and obtain the knowledge of lending practices; regarding interpretation of credit bureau reports, underwriting...Work at officeFlexible hours
$145k - $185k
...Government-part of the Commercial Finance group-delivers asset-backed lending solutions for commercial aircraft, engines, and parts, along with cash... ...Underwriting Lead the underwriting of credit transactions in accordance with established policies and regulatory...SeniorWork at office$110k - $130k
...SBA Business Development Officer based in Atlanta, Georgia. The role involves partnering with Small Business Bankers to provide lending solutions and building a network of referral sources. Key requirements include a minimum of 4 years as an SBA BDO with a current book of...SeniorRemote work- ...Commercial Lender (Generalist) to join a family-owned community bank in Dunwoody or Duluth, GA. This role emphasizes relationship-driven lending with a focus on SBA and owner-occupied transactions, offering significant autonomy and strong support. The ideal candidate will...SeniorLocal area
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