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Top Tech Jobs & Startup Jobs in Charlotte, NC
Financial Services
The SBA Business Lending Specialist develops new loan volume via SBA and USDA programs, manages loans, builds referral networks, and ensures compliance with regulations.
Top Skills:
MS OfficeSba Systems
Financial Services
Manage complex commercial accounts as a trusted advisor, delivering tailored risk solutions and ensuring accuracy and compliance during client interactions.
Top Skills:
Applied EpicMicrosoft Products
Financial Services
Oversee delinquent loans, negotiate solutions with borrowers, evaluate financial information, communicate with legal counsel, manage collateral, and ensure compliance with federal regulations.
Top Skills:
Microsoft Office Suite
Financial Services
Manage and service a portfolio of SBA loans, ensuring compliance with regulations and internal policies. Handle member inquiries, track requests, conduct credit reviews, and prepare reports. Mitigate risks and support organizational improvement projects.
Top Skills:
Capital Access Financial SystemE-TranJack HenryMicrosoft Office Suite
Financial Services
The Risk Advisor will assist clients with insurance needs, recommending coverage, evaluating risks, and building relationships with TowneBank personnel.
Top Skills:
Epic SystemsInsurance Agency Management SoftwareMicrosoft Suite
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Financial Services
The Commercial Lines Risk Advisor will generate leads, assist with insurance quotes, maintain client relationships, and ensure policy accuracy and compliance.
Top Skills:
Acord ApplicationsP & C Insurance License
Financial Services
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.
Top Skills:
Applied EpicCrm SoftwareExcelOutlookWord
Financial Services
The Bilingual Account Manager handles customer inquiries in English and Spanish, manages insurance requests, and ensures policy documentation is accurate.
Top Skills:
Applied EpicMS Office
Financial Services
The Relationship Specialist ensures excellent service delivery for loan and deposit processes, assisting members in various financial transactions, maintaining compliance, and supporting banking operations.
Top Skills:
CreditquestInsightLaserproMS OfficeNextgen
Financial Services
The Benefits Consultant role involves generating sales through needs-based analysis, maintaining client relationships, and overseeing team members while providing client service and managing proposals and referrals.
Top Skills:
Group Health And Life ProductsInsurance Technology
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