Wealth Credit Portfolio Manager - High-Value Lending
Jobtailor
Jobtailor is seeking a Wealth Credit Portfolio Manager to underwrite loan transactions and manage a portfolio averaging over $500MM in size. The role supports a national franchise serving High Net Worth clients within the Wealth Advisory segment. You will handle high-value loan requests, structure terms and pricing, and coordinate with credit risk management while mentoring junior portfolio managers. The ideal candidate has 7+ years in structured wealth lending or large commercial credit #J-18808-Ljbffr Jobtailor
- Responsibilities The Wealth Credit Portfolio Manager is responsible for underwriting loan transactions, including... ...a growing national franchise with High Net Worth or Ultra High Net Worth... ...seven (7) years in structured wealth lending or with large commercial credit...Suggested
- ...Performs financial analyses needed to make credit decisions Contributes and provides... ...recommends credit solutions that add value to the Customer Manages specific credit activities to ensure... ...negotiating timelines Partners with Lending/Credit Officers to address exceptions...Suggested
- ...future. Position Title: Commercial Credit Underwriting Portfolio Manager Team Leader Business Unit: Credit... ...credit risks timely, while meeting high standard of accuracy and quality. Communicate... ...of a wide range of commercial lending (C&I & Cap markets), underwriting...SuggestedWork at office
- ...hiring a Merrill Advisor for its Wealth Management division to work with high-net-worth clients, delivering tailored... ...for developing a client portfolio, recommending investment products,... ...Join a leading organization that values client success. #J-18808-Ljbffr Bank...Suggested
- ...Raleigh, NC is seeking a dedicated professional to manage fiduciary and investment management accounts for high-net-worth clients. This role requires a minimum of... ..., and engaging with clients to meet their wealth planning needs. Ideal candidates should have a strong...Suggested
- Argent Financial Group is seeking a knowledgeable Wealth Advisor to manage and grow relationships with high-net-worth clients. You'll leverage your expertise to provide tailored wealth management strategies and conduct detailed financial assessments. The ideal candidate...
- Merrill Wealth Management in Raleigh, NC seeks a Financial Solutions Advisor to work with high-net worth clients in a branch setting. This position focuses on developing relationships, assessing investment goals, and preparing personalized investment recommendations aligned...
- A leading financial advisory firm is seeking a Wealth Advisor to manage client relationships and provide sophisticated financial planning. You will... ..., excellent communication skills, and a commitment to high-quality service. This full-time remote position offers competitive...Remote jobFull time
$116.2k - $212.9k
...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...your performance and recognized for the value you bring to the business. The base salary... ...information. EY focuses on high-ethical standards and integrity among...Work experience placementSummer holidayLocal areaFlexible hours$94.4k - $293.8k
...—creating tangible value at speed and scale.... ...Song and Industry X. Management Consulting... ...within the wholesale lending industry. The Commercial Credit Consultant designs... ...closing, servicing, portfolio management) industry... ...military or civilian. High energy level, focus...Live inWork at officeLocal area- Description Primary Purpose: The Portfolio Manager actively supports the member relationship team... ...investment strategies for members based on their values, goals, and risk parameters. The... ...investments, markets, the economy, and high net worth portfolio management. Knowledge...Work at office
$63k
The Annual Fund Manager will manage all activities related to fund development and annual... ...the mission, purpose, philosophy and values of Healing Transitions. Position: Annual... ...from people experiencing homelessness to high-wealth individuals, volunteers, and elected officials...Full timeWork at office- ...our employees feel respected, valued and have an opportunity to... ...Financial Advisor within PNC Wealth Management, you will be based in... ...bank branch and work within a highly collaborative circuit of branches... ...Relationship Building Credit Risk Analysis Customer Engagement...Full timeTemporary workWork experience placementWork at office
$138.8k - $215.9k
...Senior Manager, Tax Credits and Incentives Advisory Practice As a Senior Manager in our Tax Credits... ...can expect from us: Our shared values that foster inclusion and belonging... ...In addition, we offer a comprehensive, high-quality benefits program which includes...ApprenticeshipWork experience placement$125k - $255k
Description The Sr Treasury Management Portfolio Manager for Pricing leads the... ...tools, earnings credit rate (ECR) strategy, account... ...product enhancements. Develop value propositions, competitive positioning... ...investments / insurance domain is highly preferred. Experience with...Work at officeRemote workWork from homeFlexible hours- ...originating residential mortgage loans. This role requires knowledge of lending guidelines and strong customer service skills. Compensation... ...reflecting personal and company performance. Fifth Third Bank values employee contributions with a robust benefits program designed...
- ...position offers commission-based compensation which can range significantly. Required qualifications include a High School Diploma and one year of mortgage lending experience, while a Bachelor's degree is preferred. The ideal candidate should have strong organizational,...
$99k - $266k
...Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 40%... ...with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to...Full timeH1b$85k - $145k
Job Summary The Wealth Path Wealth Advisor works in a... ...direction of one of the firm’s Managing Directors and Wealth... ...and experience also highly desired Continually... ...allocation and analysis for portfolio reviews; prepare... ...commitment to firm vision and values Talent Development &...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- ...Financial Advisor in Raleigh, North Carolina, to provide tailored investment advice to high-net-worth clients. This role demands strong relationship-building skills and the ability to manage client investments effectively. Successful candidates should have a background in...
- A boutique bank-only talent acquisition firm seeks a Bank Financial Adviser in Raleigh, NC. You'll manage advisory services for high net worth clients, using advanced market strategies. The role requires strong sales and advisory skills, relevant licenses, and a Bachelor...
$85k - $145k
Job Summary The Wealth Path Wealth Advisor works in a... ...direction of one of the firm’s Managing Directors and Wealth... ...and experience is also highly desired Continually... ...and analysis for portfolio reviews/investment research... ...commitment to Firm vision and values Formally involved in...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- ...operational excellence across product lines. As a Product Portfolio Operations Manager in Digital Communications, you are a foundational member... .... We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate...Shift work
- ...and maintaining customer relations while managing mortgage loan processes from application to closing. Applicants should have a high school diploma, preferably a four-year degree... ...service and compliance with federal lending regulations. #J-18808-Ljbffr Dormont Manufacturing...
$150k - $300k
...High Ticket Sales Closer Southern National Roofing, a leading name in residential roofing... ...professionals who excel in closing high-value sales, especially in an in-home setting.... ...Ability to work independently while managing a flexible schedule Technologically savvy...Flexible hours- ...productivity. As a Product Portfolio Operations Manager in Data and Analytics, you... ...skillsets and maximizes the value of AI-driven tools. We are... ...employer and place a high value on diversity and inclusion... ...including personal banking, credit cards, mortgages, auto...Shift work
$75k - $120k
Giving Tree Realty in Raleigh, North Carolina, is seeking a full-time Real Estate Acquisitions Specialist to expand its real estate team. The role focuses on pursuing new properties and cultivating relationships with buyers to facilitate sales. Ideal candidates should possess...Full time- ...Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've... ...path toward building long-term enterprise value. If that sounds familiar, Strategic Financial... .... What You'll Do Client Relationship Management Develop and maintain long-term client relationships...Remote work
- ...Wealth Advisor A Wealth Advisor plays a pivotal role in managing and growing relationships with high-net-worth clients. As a Wealth Advisor, you will leverage your expertise to deliver... ..., regularly reviewing and adjusting portfolios. Stay informed about industry trends...Work at office
- ...professional services company is seeking a Commercial Credit Manager focusing on Business and Technology Transformation in the wholesale lending industry. The role involves supporting... ...driving business development to deliver value for clients. Candidates should have over 5...
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