Top Finance Jobs in Charlotte, NC

Lead and coordinate servicing activities for moderately complex commercial loans, ensure data accuracy and compliance, resolve customer issues, liaise with Sales/Legal/Risk/Technology, conduct quality reviews, mentor staff, and participate in apprenticeship training and development.

Lead post-close servicing and portfolio management for complex commercial loans. Validate loan, collateral, covenant, and customer data; partner with credit, sales, legal, and ops. Identify and escalate risks, drive issue resolution, monitor quality metrics, and support process improvements while ensuring compliance and governance.

Full-time analyst program for undergraduates in Corporate Banking. Includes 6–7 weeks of classroom training on accounting, credit analysis, valuation, and financial modeling, then hands-on work: company/industry research, financial analysis and modeling, credit underwriting materials, client marketing using Excel/PowerPoint, and monitoring client developments. Ongoing coaching and mentorship provided.

Lead design, implementation, and execution of equities trade surveillance controls. Review daily alerts, set parameters, support investigations, mentor offshore first-pass reviewers, participate in risk assessments, manage stakeholder relationships, and escalate issues to senior management.

Lead Control Management Officer responsible for designing, implementing, and executing fixed income trade surveillance controls. Review daily alerts, set surveillance parameters, support investigations, mentor offshore first-pass reviewers, and escalate issues to senior management while collaborating with risk owners, compliance, and surveillance technology teams.

Manage a portfolio of 9-12 accounts receivable securitization clients, monitor borrowing bases and collateral performance, lead transaction amendments, assess credit and covenant compliance, partner with Risk/Legal/Banking/Operations, drive portfolio growth and profitability, mentor peers, and lead regulatory and process-improvement projects.

Ten-week finance internship providing exposure to accounting, FP&A, treasury, investor relations, and technology finance. Includes training, coaching, team projects, and hands-on analytic work supporting various Wells Fargo finance groups.

Coordinate multiple CIB credit committees (scheduling, materials, logistics), enforce distribution timelines, track approvals and action items, prepare post-meeting summaries and call reports, maintain pipeline visibility, support senior leadership with reporting, analytics, and policy/procedure development related to leveraged finance and capital management.

Manage a complex commercial credit portfolio (C&I, Commercial Real Estate, Investor Real Estate). Lead credit underwriting, financial research, modeling, risk analysis, portfolio monitoring, and client relationship management. Mentor junior staff, lead projects, ensure compliance with banking policies and achieve portfolio growth objectives.

Lead underwriting, grading, and portfolio risk management for non-bank financial institutions (including CCPs). Assess clearinghouse and FMI risks, recommend credit limits, negotiate master documentation, research complex clearing business models and systemic tail-risks, expand CCP underwriting capabilities, lead projects, and collaborate with legal, trading, market risk, and operations stakeholders.