Collecting information
Organizing data
Partner with team leadership to define and execute a strategic roadmap for financial planning content, research, and capabilities. Shape the firm's point of view on key financial planning topics in collaboration with the Investment Strategy Group and other stakeholders, ensuring integration into Van
Underwriting Underwrite commercial real estate debt and equity investments by analyzing historical and projected financials, borrower models, and market data, including JV waterfall and promote structures, sponsor return modeling, and scenario testing, to support reliable valuation and loan recomme
Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independen
Excellent written and verbal communication skills to effectively communicate with borrowers, settlement agents, and internal partners throughout the closing and funding process required. Prepares funded loan files for delivery to Secondary Market and Document Imaging, ensuring files are complete, ac
The Senior Analyst should have a thorough knowledge and skills in financial management (Healthcare preferred but not required), experience in reporting financial and accounting outcomes, budgeting and planning, financial modeling, analysis of complex business and financial scenarios, productivity mo
The Credit Advisor (CA) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Adviso
The Associate Portfolio Manager builds and applies foundational skills in credit analysis, financial statement interpretation, and portfolio risk management, with increasing exposure to underwriting, portfolio monitoring, and client interactions. Working alongside experienced Portfolio Managers, the
Well-developed understanding of: Lending practices and policies Loan documentation requirements and regulations Deposit, loan, and investment systems for report generation and information gathering purposes Commercial credit analysis Loan documentation and lien perfection requirements Litigation pro
Identifies and analyzes critical problems and issues and the timing and sequence of key program events and milestones. Develops innovative solutions, documents findings and conclusions, and develops and delivers presentations. Plans, develops, and coordinates projects and/or programs that impact mul
Activities are centered on risk management and analysis, transparency and escalation of risk, supervision, and overall process improvement. Produce Second Line of Defense Asset Liability Management/Interest Rate Risk dashboards and narratives for the Asset Liability Committee/Financial Risk Manageme
Support financial performance oversight for each fund and portfolio investment through quarterly collection, validation, and monitoring of key operating, liquidity, investment return, valuation, and financial covenant metrics. Maintain complex real‑estate fund and investment models for cash flow a
Key responsibilities for the role include setting the vision and strategy, driving product execution with a focus on institutional adoption and regulatory alignment, building and leading a high-performing team, and scaling the business through the development of partnerships and go-to-market strateg
This role demands a hands-on leader with a strong focus on commercial execution, P&L management, and a proven track record in financial results, channel strategy, and operational reliability. The ideal candidate will have a history of success in leading sales organizations across various regions and
Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock
Handles the origination, financial analysis, negotiation and documentation of non-credit products and services. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and
Wells Fargo is seeking a Lead Credit Risk & Approval Officer for the Corporate Risk group's Commercial Banking line of business who will focus on the Equipment/Vendor Finance portfolio. Act as key participant in monitoring and reviewing group loans, underwriting, and portfolio management performance
Identifies and analyzes critical problems and issues and the timing and sequence of key program events and milestones. Develops innovative solutions, documents findings and conclusions, and develops and delivers presentations. If this vacancy includes more than one grade and you are selected at a lo
What you can expect from us: Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect The opportunity to innovate and do work that motivates and engages you A collaborative environment focused on enabling you to further you
Handles the origination, financial analysis, negotiation and documentation of non-credit products and services. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and