30 client director jobs found in Charlotte, NC

Position Title Sr Director Credit Products - Specialized (Public Finance)   Location Charlotte, NC 28202   Job Summary The Senior Director of Credit Products - Specialized is responsible for setting the strategic vision and execution framework within a Specialized Line of Business for first-line credit underwriting and portfolio management, ensuring alignment with the bank’s risk appetite and business objectives. This role directs a team of Commercial Loan Underwriting and Credit Managers, overseeing individual loan risk grading, portfolio monitoring, and credit risk evaluation within an assigned vertical. By leveraging advanced portfolio analytics and forward-looking risk assessment, the Senior Director identifies emerging opportunities and threats, providing key insights to senior leadership. In collaboration with sales, risk, technology, and finance teams, this leader drives responsible growth, enhances product offerings, and ensures the sufficiency of tools, staffing,...

Description Summary:  Huntington's Managing Director, Credit Trading will be a point of contact for institutional investors and trading counterparties and partner with credit sales and desk analysts to ensure seamless trade execution with a focus on building out Huntington’s secondary Term Loan B trading business in support of its leveraged finance strategy.  Responsible for building out Huntington’s secondary loan trading business with immediate and longer-term responsibilities to include:   Responsible for market making activities on all lead managed institutional Term Loan B transactions Maintain strong relationships across Huntington’s institutional investor client base which includes Collateralized Loan Obligation managers, mutual funds, ETFs, credit opportunity/hedge funds as well as other commercial banks Collaborate closely with the loan sales team to help manage the trading desk’s...

Description Summary: The Mortgage Loan Processor 2 is a critical customer facing position that performs a wide range of duties related to the processing and pre-underwriting of residential mortgage loans. Duties are both file and vendor level in nature. Maintains regular contact with both external and internal customers to ensure workflow deadlines are met. Assumes responsibility as the point person and coordinates processing the loan file from receipt in Fulfillment until submission to Closing. Proactively communicates status on the loan to borrowers and loan officer and maintains contact with external and internal partners to ensure expected closing deadlines are met. Primary responsibilities include reviewing and verifying loan documents including W-2 income, IRS tax returns, self-employed borrower income, assets, credit, appraisal, condo certification, homeowner’s insurance, title insurance, etc., and ensuring...

Location(s) Charlotte, North Carolina Details Kemper is one of the nation’s leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe that a high-performing culture, combined with valuable opportunities for personal development and professional challenge, and a healthy work-life balance, can be highly motivating and productive. Kemper’s products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you will help provide an experience to our stakeholders that delivers on our promises. Role: Licensed Insurance Sales Agent (with sign on bonus and uncapped commissions)   Employment Type:  Full-Time with Benefits   Work Arrangement:  Field Role  Career and Opportunity   Kemper is a diversified insurance holding company that has been in business for over 100 years. We...

Accountable for Confidentiality, Integrity, and Availability of the Velogica data, systems and cloud computing environment, ensuring policy and control frameworks are current, appropriate, respected, and evidenced for audit.  Additionally, facilitate audits, especially SOC 2 Type II, customer inquiries related to these areas, and support collaborative security/compliance efforts with the larger SCOR community.  This is a technical security role with a mix of security design, operations, and local policy setting in addition to supporting SOC 2 audits and client requirements. Develop, maintain, implement, and enforce Information Security policies, standards, procedures, guidelines, controls, best practices, and technical solutions for the Velogica department, including, but not limited to: Lead the Velogica SOC 2 Type II, ISO 27001 efforts. Facilitation of SOC 2/ISO 27001 policy creation, review, and updates, and associated annual audits with third-party auditors and...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Complex Claims Advisor (REMOTE) Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world’s best brands?   Apply your knowledge and experience to adjudicate complex customer claims in the context of an energetic culture.  Deliver innovative customer-facing solutions to clients who represent virtually every industry and comprise some of the world’s most respected organizations....

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a Sales Leader to join our growing tea m in Charlotte, NC!          The Sales Leader m anages a personal book of business while driving top-line revenue growth through strategic oversight of the pro duction tea m , mentorship and development of current tea m members, and recruitment of high-potential sales talent to support long-term success. This position requires a balanced blend of direct sales execution, operational leadership, tea m development, and talent acquisition to maximize overall office performance. In addition to leading sales initiatives, the Sales Leader is responsible for expanding customer relationships by leveraging the company’s full suite of capabilities, pro moting cross-selling opportunities, and deepening...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Quality Assurance & Training Coordinator will serve as a Subject Matter Expert in their business area, responsible for organizing, delivering (or facilitating the delivery of) business segment specific training for new and existing colleagues. They will act to...

Description Summary: The Insurance Sales Executive Senior – Commercial P&C is a high-impact, commission-based sales role offering significant income potential. This position requires strong consultative selling skills, effective communication, and a deep understanding of the insurance industry. We provide a comprehensive three-year income transition plan to support your success from day one. The ideal candidate will be skilled in pursuing and closing sales in the Commercial Property and Casualty space, particularly with clients in the $50M–$500M+ revenue range. Expertise across all lines of commercial P&C insurance—including loss sensitive and group captive insurance programs—is essential. A strong focus on business development and strategic growth is critical to success in this role. Key Responsibilities: Drive business development by identifying and cultivating new client opportunities through internal...

Company: Marsh McLennan Agency Description: Peak Health  is a subsidiary of one of the nation’s largest insurance brokers, McGriff, that employs clinically-based lifestyle and behavior change programs led by registered nurses who provide health risk assessments, help employees navigate wellness offerings, and drive individual accountability of health through personalized coaching to help employers get control over their healthcare costs. Peak Health is a recognized behavioral change and nurse coaching leader in the industry. Our company was founded in 1989 by two nurse practitioners who wanted to improve employee health behaviors. With over 35 years of results and impact, touching the lives of 100,000+ participants with clinical programming, check out this case study that highlights our proven results to understand why we do what we do! Peak Health is seeking Traveling Health & Wellness Nurse Coach in Charlotte, NC. Work Schedule:  40 hours/5 days per week...

Description Summary: Huntington Insurance is looking for a Goal-Oriented Insurance Sales Executive who can bring passion and tenacity to the Business and Commercial Insurance industry.   The Insurance Sales Exec - Employee Benefits is a Salary and commissioned sales position that offers a three-year income transition plan for a qualified candidate. Duties & Responsibilities: Building and managing profitable insurance relationships with Huntington prospects and clients. Cultivating and maintaining professional relationships with key internal and external sources to identify potential customers for insurance products and services. Achieving positive year over year revenue growth through acquisition of new insurance customers. Analyzing, preparing and advising on comprehensive business insurance Strategies Effectively communicating the Huntington Insurance value proposition to potential and...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Design, document, implement, tune, enhance and debug complex technology solutions. Provide system design, business process analysis and design support for developing solutions for interfacing business and computer application systems. Develop or modify procedures to solve the most complex business problems considering client needs, process analysis, design, simulation, application capabilities and...

Who we are American International Group, Inc. (AIG) is a leading global insurance organization. Building on 100 years of experience, today AIG member companies provide a wide range of property casualty insurance, life insurance, retirement solutions, and other financial services to customers in more than 80 countries and jurisdictions. These diverse offerings include products and services that help businesses and individuals protect their assets, manage risks and provide for retirement security. Information Technology  At AIG, technology is at the heart of everything we do, from underwriting risks to processing claims. The Information Technology team equips our employees with the latest tools to complete their work efficiently and with the highest standards of excellence. The team is responsible for shielding the company’s systems from security risks, while designing technology strategies that enable AIG’s businesses to achieve their goals. AIG’s Information Technology...

Location(s) Charlotte, North Carolina Details Kemper is one of the nation’s leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe that a high-performing culture, combined with valuable opportunities for personal development and professional challenge, and a healthy work-life balance, can be highly motivating and productive. Kemper’s products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you will help provide an experience to our stakeholders that delivers on our promises. Role: Life Insurance Sales Agent Employment Type:  Full-Time with Benefits  Work Arrangement:  Field Role Career and Opportunity Kemper is a diversified insurance holding company with a history spanning over 100 years. We are firmly committed to serving the insurance needs of...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Commercial Lines Service Leader oversees the department and serves as the direct liaison to the Commercial Lines Leadership team. The Superior develops and trains the Team Leads, Account Managers and Client Service staff, addresses escalated client issues, and provides performance coaching to team members. A GLIMPSE INTO YOUR DAY Supervises the department, serving as a mentor and resource. Leads team meetings and regular 1:1s for development and goal alignment. Works...

Join us at Towne Insurance! Your Career. Your Future. Your Towne.  Towne Insurance is hiring a Commercial Lines Regional Operations Manager to join our team. The Commercial Lines Regional Operations Manager is responsible for leading and optimizing operational performance across multiple offices or territories within the region. This role ensures consistent delivery of high-quality service, operational efficiency, and compliance with company standards and regulatory requirements. The manager will collaborate with marketing, sales, claims, Learning and Development, and service teams to drive strategic initiatives and support business growth. About Us Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are...

Description Summary: The Community Mortgage Loan Officer drives partnerships with an emphasis on low to moderate census tracts in the community, developing strong relationships with nonprofit partnerships and local community organizations.  Duties & Responsibilities: Homebuyer Education Strong engagement in the community with a Non-Profit focus Develops new and expands internal and external referral sources to grow mortgage business Using consultative selling techniques, advises clients on mortgage loan options and other financial products. Provides excellent customer service from approval through closing, working closely with loan origination sources to secure and verify all information required for underwriting. Responsible for maintaining client relationships. Advises customers on the completion of loan applications. Performs other duties as assigned. Basic Qualifications: High school...

Description Summary: HFA Service Specialists provides client relationship building partnerships with Advisor(s) and is responsible for the day-to-day activities and interaction between the client and Huntington, in terms of the establishment, documentation and maintenance of the relationship.  ​ Duties and Responsibilities: Day to day activities and interaction between the client and Huntington in terms of establishment, documentation, maintenance and servicing of the relationship, including the Digital Experience. ​ Services customers by providing detailed information on specific accounts and building rapport.  Responsible for identifying, researching, analyzing and resolving complex problems with accounts. ​ Works directly with the client and/or relationship manager to obtain financial information or other documentation needed for new accounts, loans and servicing requests. ​ Responsible for...

Description Huntington Bank’s Senior Commercial Relationship Manager will be responsible for building and servicing a sound and profitable portfolio of commercial business relationships and loans, and satisfying and exceeding customer needs and expectations, as well as credit and regulatory requirements, for originating and structuring Commercial loans. Our new colleague will originate, monitor and renew loan relationships consistent with the bank’s policies and procedures and serve as the point person in determining the customer's needs and meeting them through the seamless delivery of the bank’s services, and associated resources targeting businesses with revenue of $100MM and greater, working with the most sophisticated customers and on the most complex deal structures in Charlotte, North Carolina. Duties & Responsibilities: Originate, analyze, structure and close profitable loan transactions and stay...

Description Summary: Huntington Commercial Bank's Senior Regional Banking Relationship Manager will be responsible for acquiring new business relationships to Huntington as well as maintaining and deepening business relationships with existing customers. Our new colleague will provide insights and guidance to business owners. The Huntington Bank Relationship Manager Senior portfolio will target businesses with sales sizes $2 MM to $50 MM and credit exposures up to $25 MM. This is senior level sales position within Regional Banking with heavy focus on acquisition of business clients. Duties and Responsibilities: Acquires new, profitable business relationships through aggressive prospecting, networking, and providing insights and advice. Builds and maintains a robust network of local market COI relationships, both external and internal.  Analyze, structure and close profitable loan s of   complex...