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Top Finance Jobs in Charlotte, NC
Fintech • Financial Services
Manage complex agribusiness commercial banking portfolios through financial research, credit underwriting, relationship structuring, and analysis of financial statements and tax returns. Lead projects, resolve portfolio management issues, collaborate with banking teams, and mentor junior professionals. The role requires expertise in agribusiness or commodity underwriting, hedging practices, financial modeling, compliance, and risk management. It follows a hybrid schedule with four days in office, up to 25% travel, and no visa sponsorship.
Top Skills:
Artificial Intelligence (Ai)Financial ModelingExcel
Fintech • Financial Services
Manage a portfolio of criticized and classified commercial credits; analyze company and industry performance; develop and present credit resolution recommendations; collaborate with relationship managers and stakeholders to mitigate risk and ensure regulatory compliance.
Top Skills:
ExcelOutlookPowerPointWord
Fintech • Financial Services
Reviews alternative investments, securities-based lending products, and supervisory controls for high-risk strategies. Analyzes risk data, trends, metrics, policies, and regulatory requirements; consults on controls, procedures, training, and technology enhancements. Develops recommendations, supports process improvements, and collaborates with financial advisors, managers, operations teams, and business units. Requires FINRA supervisory licensing, ongoing regulatory compliance, background screening, and travel.
Top Skills:
FinraExcelMS OfficeMicrosoft OutlookMicrosoft Word
Fintech • Financial Services
Reviews alternative investments, securities-based lending, and supervisory controls for high-risk investment strategies. Analyzes risk data, identifies trends, develops metrics, and recommends process, policy, control, and technology improvements. Consults with financial advisors, managers, operations teams, and cross-functional business units while maintaining expertise in regulatory and compliance requirements.
Top Skills:
Finra Series 63Finra Series 66Finra Series 7Finra Series 9/10ExcelMicrosoft OutlookMicrosoft Word
Fintech • Financial Services
Reviews supervisory controls for alternative investments, securities-based lending, high-risk investment strategies, and complex products. Analyzes risk data, identifies trends, evaluates policies and monitoring resources, and recommends process or technology improvements. Provides consultation on controls, procedures, and training while collaborating with advisors, managers, operations teams, and business units. Requires FINRA licensing, regulatory compliance, strong analytical skills, and independent judgment.
Top Skills:
Finra Series 63Finra Series 66Finra Series 7Finra Series 9/10ExcelMicrosoft OutlookMicrosoft Word
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Fintech • Financial Services
Participate in Wells Fargo’s two-year Corporate Risk Development Program within Commercial Banking’s Chief Risk Office. Manage a distressed credit portfolio, perform loan reporting and credit analysis, research risk problems, recommend solutions, support risk initiatives, and participate in customer conversations and portfolio reviews. The role also includes professional development, collaboration with risk and business partners, and applying risk controls, compliance requirements, and sound credit judgment.
Top Skills:
Microsoft CopilotExcelMS OfficeMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
10 Days AgoSaved
Fintech • Financial Services
Ten-week rotational internship in Wells Fargo’s Corporate Risk Workout program. Interns support distressed credit portfolio management, customer-facing discussions, enterprise valuation projects, portfolio reviews, risk research, root-cause analysis, risk initiatives, and relationship building. The program includes coaching, professional development, group projects, and exposure to Commercial Banking Chief Risk Office businesses, with potential progression to a full-time Corporate Risk Development Program.
Top Skills:
Microsoft CopilotExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
10 Days AgoSaved
Fintech • Financial Services
Two-year early-career rotational program in Corporate Risk. Analysts support risk initiatives, analyze datasets using SQL, Python, and Power BI, identify risk trends, develop actionable insights, collaborate with stakeholders, and contribute to enterprise risk assessments, controls, compliance, and strategic risk execution.
Top Skills:
Microsoft CopilotExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordPower BIPythonSQL
16 Days AgoSaved
Fintech • Financial Services
Provides end-to-end servicing for moderately complex commercial loans, including asset-based lending and syndicated facilities. Responsibilities include loan setup and modifications, interest and fee calculations, transaction processing, participation settlements, reconciliations, portfolio maintenance, risk escalation, quality reviews, process improvements, training, and user acceptance testing. Partners with clients, relationship managers, legal, risk, technology, and operations teams while ensuring compliance with policies and regulatory requirements.
Top Skills:
LoaniqLucasStucky
16 Days AgoSaved
Fintech • Financial Services
Lead end-to-end servicing for complex commercial, asset-based, syndicated, and participated loans. Process transactions, tranche setups, interest and fee calculations, settlements, reconciliations, accruals, payoffs, and account maintenance. Partner with clients and internal teams, resolve escalated issues, monitor controls and regulatory compliance, improve processes, support system enhancements and testing, and provide subject matter expertise and training to junior staff.
Top Skills:
LoaniqLucasStucky
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