Top Tech Jobs & Startup Jobs in Charlotte, NC

Supports end-to-end commercial transaction execution, including documentation, deal tracking, settlement, accounting coordination, regulatory workflows, fee and wire reconciliation, reporting, and CRM maintenance. Coordinates internal deal teams, syndicate banks, accounting, and operations stakeholders to ensure accurate, timely approvals and execution. Resolves process bottlenecks and compliance issues while managing high-volume transactions and communications.

Leads valuation, monitoring, and strategic management of complex closely held and private investments within fiduciary structures. Reviews financial statements, assesses risk, evaluates corporate actions and transactions, communicates recommendations to clients and advisors, ensures regulatory and fiduciary compliance, and mentors team members.

Underwrite and monitor leveraged finance credit portfolios, prepare credit approval memos and review materials, track covenants, analyze financial statements, run projection and risk-rating models, identify emerging risks, maintain accurate credit data, and support portfolio reviews. The role also involves reporting, resolving documentation or analysis deficiencies, escalating concerns, and occasionally training new employees or assisting with special projects.

Manages and oversees closely held and nonmarketable assets within trusts, estates, and foundations. Responsibilities include portfolio administration, financial analysis, asset valuation, corporate actions, transaction support, client and advisor communication, fiduciary compliance, risk escalation, documentation, reporting, and cross-functional collaboration with legal, tax, risk, and operations teams.

Lead leveraged finance sales and trading activities, develop institutional investor relationships, sell and trade syndicated loans, and support complex capital markets transactions. Partner with relationship managers, investment bankers, and commercial leadership to identify opportunities, make underwriting decisions, originate and close transactions, provide market insight, and lead and mentor teams across a growing financial services business.

Manages a commercial loan portfolio for financial institution clients, reviewing financial statements, projections, covenants, collateral, risk ratings, and creditworthiness. Oversees underwriting, approvals, renewals, modifications, documentation, and regulatory compliance while partnering with Relationship Managers and Credit Risk. Prepares credit recommendations, portfolio reports, and executive presentations; identifies emerging risks and industry trends; supports client meetings; and mentors junior credit analysts.

Manage a commercial real estate loan portfolio, underwriting transactions and monitoring borrower creditworthiness, financial performance, collateral, covenants, and risk ratings. Partner with Relationship Managers and Credit Risk on approvals, renewals, amendments, and documentation. Prepare credit recommendations, portfolio reports, and senior-management presentations while ensuring policy and regulatory compliance. The role also mentors junior analysts, supports recruiting, maintains accurate records, and communicates emerging risks and strategic recommendations.

Architect and implement production AI/ML systems with emphasis on generative AI and agentic systems. Conduct data analysis, design experiments, build evaluation frameworks, integrate models into products, ensure compliance, and guide enterprise AI standards and best practices.

Manage credit risk for assigned business segments by reviewing and approving complex loans within delegated authority, challenging credit recommendations, monitoring portfolio quality, advising on policy and underwriting, and providing forward-looking analysis and remediation plans. May supervise staff and represent the bank in high-level customer interactions.

Participates in a structured commercial credit training program while supporting underwriting and portfolio management. Analyzes financial statements, cash flow, industries, collateral, guarantors, loan structures, and credit risk. Builds financial models and projections, drafts deal materials, monitors covenant compliance, runs credit risk models, evaluates borrower performance, and prepares presentations. Collaborates with portfolio managers, underwriters, and commercial banking teams while completing training and special projects.