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Acquire and deepen relationships with affluent consumer and business customers, manage a book of business, deliver multi-product banking and credit solutions, coordinate with Wealth/Home Lending/Business Banking, drive digital adoption, handle everyday banking service, ensure accurate documentation and regulatory compliance, and obtain/maintain required FINRA and state insurance licenses.
Fintech • Financial Services
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Fintech • Financial Services
Lead credit underwriting and portfolio management for complex middle market investor real estate clients. Partner with relationship teams to analyze financials, structure transactions, prepare credit memos, negotiate terms, monitor covenant compliance, resolve problem accounts, and ensure regulatory and policy compliance. Serve as an advisor, mentor, and project lead across Commercial Banking Portfolio Management.
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#BI-Hybrid
#BI-Hybrid
Wells Fargo Charlotte, North Carolina, USA Office
355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
