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Wells Fargo Sponsor Credit Mid-Corporate Portfolio Manager Senior Analys... United States, North Carolina, Charlotte
Underwrite new transactions as part of a team alongside a lead underwriter: build and sensitize integrated operating/LBO models, size debt capacity and covenant headroom, produce in-depth credit analysis and write...
Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts. Administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client...
Provide Deal Team middle office support throughout the deal/loan life cycle including: managing document collection, completion of on-boarding and compliance, loan closing, and booking and funding processes. Liaise with Portfolio...
Collaborate with CIB leadership and provide counsel on events and industry research conferences. Lead planning efforts for large and/or complex multi-day meetings, events, and conferences. Develop innovative end-to-end event strategies...
Execute post-transaction processes related to corporate credit facilities, ensuring timely and accurate data entry and validation. Review legal and credit approval documentation to confirm alignment with internal systems of record....
Underwrite new transactions as part of a team alongside a lead underwriter: build and sensitize integrated operating/LBO models, size debt capacity and covenant headroom, produce in-depth credit analysis and write...
Be accountable for a complex portfolio of customers. Share leadership role with managers to oversee a portfolio of accounts. Identify opportunities for process improvements within the portfolio. Review and analyze...
Underwrite new transactions as part of a team alongside a lead underwriter: build and sensitize integrated operating/LBO models, size debt capacity and covenant headroom, produce in-depth credit analysis and write...
The Credit Specialist role is an excellent opportunity for anyone in the tech industry who is interested in utilizing their skills to help businesses improve their financial operations. As a Credit Specialist, you will be responsible for auditing financial documents, verifying customers’ credit information, and ensuring outstanding credit balances and credits are handled in a timely manner. You will work closely with all other members of the finance team to ensure accuracy and compliance in the company’s accounting and credit operations.
You will also be responsible for performing banking and other financial transactions, such as check printing, wire transfers and initiating bank deposits. You must possess a high level of analytical and problem-solving skills and be a highly organized individual that is comfortable with handling multiple tasks at once.
To be successful in this role, you must be able to analyze customer financial statements and credit agency reports, utilize expert negotiation and communication skills with customers and other stakeholders, and have strong document management and filing capabilities. In addition, experience with accounting and financial operations is preferred.
If you have a desire to work within the tech industry, have exceptional attention to detail, and possess previous experience in this field, the Credit Specialist position may be the ideal job for you. Working in this role provides an exciting opportunity to help businesses thrive in their operations and grow financially. Expoint is the perfect platform to find these kinds of roles in the tech industry and grow your career.