3 carrier placement specialist jobs found in Charlotte

Description Summary: The Regional Manager – HFA & Preferred Banking is a strategic leadership role responsible for managing a team of Licensed Preferred Bankers and Financial Advisors across a Retail Banking branch network. This role oversees regional sales activities, regulatory compliance, operational execution, and client relationship management, ensuring delivery of comprehensive financial solutions including planning, advisory, brokerage, and insurance services. The manager fosters collaboration across business lines and drives performance through coaching, development, and strategic direction. Duties and Responsibilities: Lead, motivate, and develop a high-performing team of Licensed Preferred Bankers and Financial Advisors through coaching, mentoring, and goal setting. Oversee regional sales strategies and ensure alignment with corporate objectives and client needs. Ensure compliance with all...

Description Job Summary: As a Treasury Management Advisor III - Middle Market, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from initial prospecting and consultative discovery through proposal, negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on treasury management practices. Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial operations. Duties & Responsibilities Strategic...

Description Summary: The Commercial Loan Closing Specialist Sr. is responsible for reviewing and organizing all necessary documentation to finalize complex commercial loan transactions. This includes ensuring accuracy, compliance with regulations, and facilitating with various parties involved, such as lenders, borrowers, and legal teams.  The role involves meticulous attention to detail and a thorough understanding of commercial loan terms including legal concepts, collateral acceptability, and final closing conditions. The Commercial Loan Closer Sr. is responsible for initiating and driving the loan closing process while managing and expediting complex and concurrent processes.  Expertise in review and interpretation of deal structures and legal documentation along with working through “gray areas” presented is required. Additionally Commercial Loan Closer Sr.’s work closely with Underwriters and Relationship...