Top Tech Jobs & Startup Jobs in Charlotte, NC

Support loan officers in managing and monitoring loan portfolios, assist in underwriting, and ensure compliance with relevant regulations. Engage with members and improve portfolio management efficiency.

Responsible for analyzing financial data, monitoring credit, preparing loan packages, and servicing customers to enhance banking relationships.

The Risk Advisor will assist clients with insurance needs, recommending coverage, evaluating risks, and building relationships with TowneBank personnel.

The Relationship Specialist ensures excellent service delivery for loan and deposit processes, assisting members in various financial transactions, maintaining compliance, and supporting banking operations.

The Commercial Lines Risk Advisor will generate leads, assist with insurance quotes, maintain client relationships, and ensure policy accuracy and compliance.

The Private Client Risk Advisor will develop business relationships, tailor risk management strategies, stay updated on insurance products, and meet sales objectives while ensuring excellent client service.

Develops SBA and USDA B&I loan volume through marketing, referral networks, and efficient pipeline management. Manages loan submissions from application through closing, ensures compliance with SBA SOP and bank credit guidelines, analyzes financials and tax returns, and supports internal partners while meeting monthly sourcing targets.

Develop and originate SBA and USDA B&I loan volume through marketing, relationship building, loan packaging, credit analysis, and managing loans from application through closing while ensuring regulatory compliance.

Originate and service commercial loans within lending limits, develop and retain commercial relationships, analyze financials and creditworthiness, prepare loan documentation, perform credit checks, manage loan portfolio, make lending decisions or recommend to senior officers, ensure regulatory compliance (AML/BSA), and supervise staff as needed.

Support Business Loan Specialists by managing loan application administration, data entry, document collection, and coordination with credit and closing teams. Maintain SBA SOP knowledge, ensure regulatory compliance (BSA/AML/CIP/OFAC), develop processes to increase applications and closings, and communicate with borrowers and internal partners to facilitate timely approvals.