Top Tech Jobs & Startup Jobs in Charlotte, NC

Manages complex commercial banking portfolios through financial analysis, credit underwriting, risk assessment, portfolio monitoring, and client engagement. Partners with Relationship Managers and Credit Risk on deal structuring, pricing, risk ratings, documentation, and regulatory compliance. Identifies emerging credit issues, recommends credit decisions, presents portfolio insights to senior management, maintains accurate credit records, and supports strategic initiatives. May supervise, coach, and review the work of junior portfolio management staff.

Investigates financial crime and fraud alerts, analyzes suspicious activity, escalates risks, prepares reports, and supports compliance with BSA, AML, OFAC, CIP, and related regulations. Collaborates with business units, monitors regulatory risks, communicates findings, and ensures accurate, timely case resolution. The role has no supervisory responsibilities and requires strong analytical, organizational, communication, and decision-making skills.

Manages a complex commercial banking portfolio involving distressed relationships, credit analysis, workout strategies, risk monitoring, collateral, loan documentation, and client negotiations. Prepares approval memos, structures and underwrites commercial loans, evaluates financial performance and covenants, coordinates with legal counsel and consultants, ensures compliance with credit policies, and mentors junior portfolio staff. The role requires expertise in commercial credit, bankruptcy processes, financial risk analysis, and complex transactions.

Supports wealth strategists serving high-net-worth clients by organizing financial information, building cash flow and wealth transfer models, researching estate and tax strategies, and preparing client-ready planning materials. Tracks deliverables, maintains ongoing analyses, ensures quality and compliance, improves processes, and mentors junior analysts.

Underwrites and monitors commercial credit for financial institution clients. Responsibilities include preparing credit approval memos, reviewing financial statements, tracking covenants, running risk-rating and projection models, monitoring portfolios, identifying emerging risks, preparing portfolio reports, and supporting credit reviews. The role also resolves data and documentation issues, maintains compliance with credit policies, and may assist with employee training and 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.

Leads Fifth Third Bank’s Risk Advisory capability within wealth strategy services. Advises high-net-worth clients on insurance, risk management, liquidity, estate, succession, and wealth-transfer needs; oversees solution governance, case quality, regulatory compliance, regional coverage, operating processes, and advisor enablement. Coaches Risk Advisory consultants, manages complex client engagements, collaborates with wealth, legal, compliance, and risk teams, and develops scalable standards, workflows, and performance measures.

Supports insurance and risk-management advisory operations by coordinating cases through underwriting, policy issuance, delivery, and ongoing service. Maintains documentation, workflows, CRM records, and policy data; prepares analyses, illustrations, quotes, and proposals; coordinates with clients, advisors, carriers, and third parties; and follows licensing, privacy, suitability, compliance, and escalation requirements.

Provides advanced insurance and risk-management advice within holistic wealth planning for high-net-worth clients. Leads risk assessments, insurance strategy design, complex case execution, policy reviews, client and advisor discussions, underwriting coordination, and implementation. Partners with wealth, fiduciary, and external advisory teams while supporting documentation, compliance, practice development, advisor education, and mentorship of junior colleagues.

Performs commercial credit underwriting, portfolio monitoring, financial and risk analysis, covenant compliance reviews, credit documentation, risk modeling, and portfolio review preparation. Partners with Portfolio Managers to complete underwriting, identify risks, manage renewals, prepare credit approval materials, monitor borrower performance, and recommend remedial actions. May support special projects and train new employees.