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Charlotte portfolio manager

23 portfolio manager jobs found in Charlotte

Huntington
05/04/2026  
Commercial Portfolio Manager - Huntington Technology Finance - Underwriting
Description This position is available to be filled at any Huntington Bank Corporate office location. The Underwriting Commercial Portfolio Manager – Technology Finance (HTF) underwrites credit exposure for large, complex customer relationships and circumstances and actively manages a portfolio.  Includes day-to-day interaction with assigned Sales Reps, management of portfolio risk, and adherence to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends.    Duties and Responsibilities: Services, deepens, and retains assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. Responsible for underwriting quality, portfolio administration, and credit quality of assigned...
Huntington Charlotte, NC Full Time
Nationwide
05/04/2026  
Consultant, Field Underwriter - Commercial Lines (VA & NC)
If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Shape the Future of Risk Solutions Ready to make an impact? We’re looking for a strategic underwriting leader to join our team and take on small lines commercial risks. This is your chance to operate with elevated authority, influence strategy, and drive profitable growth. What You’ll Do: ✅ Underwrite and price specialized small lines commercial risks with advanced judgment ✅ Provide guidance and expertise to sales teams and agency staff ✅ Build strong...
Nationwide Charlotte, NC Full Time
Liberty Mutual
04/13/2026  
Personal Lines Senior Territory Manager
Description Liberty Mutual Insurance is a leading global insurer committed to helping people live safer, more secure lives. Within our Personal Lines business, we partner with independent agents across the United States to deliver a broad portfolio of property and casualty solutions. We value a diverse, inclusive workforce and offer meaningful work where your expertise directly impacts growth, customer experience, and the communities we serve.   As a Senior Territory Manager, you will drive profitable premium growth across an assigned territory by building strong, consultative partnerships with independent agents. This role is critical to expanding market share through strategic agency management, collaboration with underwriting and internal partners, and disciplined execution of Personal Lines growth initiatives.   Key Responsibilities   Own and manage an assigned territory, driving profitable growth in alignment with financial and operational...
Liberty Mutual Charlotte, NC Full Time
CRC Group
03/13/2026  
Data Steward
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: Provide process, design and analysis support for developing solutions for interfacing business applications. Drive requirements elicitation process for work efforts of all size and complexity. Work in an indirect leadership capacity to influence collaboration, communication and outcomes of various initiatives. Lead work on all phases of systems analysis up to the enterprise level of the organization's...
CRC Group Charlotte, NC Full Time
H.W. Kaufman Group
01/22/2026  
Associate Underwriter
  The Associate Commercial Insurance Underwriter will support the Book Consolidation underwriting team by evaluating renewal accounts, analyzing risk information, preparing underwriting recommendations, and assisting with portfolio management activities. This role works closely with underwriters, brokers, and internal teams to ensure timely, accurate renewal processing and to help identify cross‑sell opportunities that strengthen account retention and broaden coverage offerings.   This is an entry‑level to early‑career underwriting position with growth potential into a full Underwriter role. Responsibilities   Assist in reviewing and analyzing commercial insurance renewal submissions, including exposure data, loss runs, financial information, and inspections. Prepare preliminary assessments, pricing indications, and coverage recommendations for underwriter review. Ensure all required documentation is complete,...
H.W. Kaufman Group Charlotte, NC Full Time
AIG
01/07/2026  
Underwriting Audit Manager
Job Description At AIG, we are reimagining the way we help customers to manage risk. Join us as Underwriting Audit Manager to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team and to work with some of the industry’s top talent. AIG Underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, and Multinational Clients. We are reimagining how we help customers to manage risk, transforming our operating model and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague – empowering our people to grow as insurance professionals and add more value to our customers and AIG. How you will create an impact The purpose of the Underwriting Quality Manager for Commercial Casualty and Programs is to determine adherence to the AIG Underwriting Control Framework....
AIG Charlotte, NC Full Time
UFG Insurance
11/03/2025  
Sr Production Underwriter
UFG is looking for a Sr Production Underwriter to Join the Southeast Region!   In this role you will be an integral part of the team as a multi-line, multi-industry underwriter responsible for attracting and underwriting middle market business, deploying effective account management while fostering strong working relationships with agency partners. This role executes underwriting strategy to achieve profit and premium plans. The Sr. Production Underwriter will handle a renewal book in their territory as assigned. This role assists with the resolution of escalated issues, and mentors and coaches team members. While this position offers a fully remote opportunity, the ideal candidate will reside in the Charlotte, NC metro area.  Responsibilities: Profitably underwrite complex new and renewal business through risk selection, pricing, contractual integrity, and account management, in accordance with delegated authority, and ensuring regulatory compliance. Demonstrate...
UFG Insurance Charlotte, NC Full Time
CRC Group
05/05/2026  
Project Analyst - AI & Data Transformation
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: The Project Analyst – AI & Data Transformation supports the delivery, financial governance, and reporting of enterprise AI and data initiatives within the insurance organization. This role partners with program managers, finance teams, data leaders, and engineering teams to coordinate AI platform initiatives, data modernization programs, and advanced analytics use cases. The position plays a...
CRC Group Charlotte, NC Full Time
Huntington
05/01/2026  
Practice Finance Business Development Officer
Description Summary: Huntington Bank is expanding its Business Banking segment! We are looking for Business Development Officers, that understand the Healthcare financing (Doctors, Dentists and Veterinarians) market, to grow our Practice Finance Group Portfolio. Duties & Responsibilities: Drives business development activity across a specific geography working with external referral sources throughout the Healthcare Sector (COI’s). Develops, qualifies, educates and maintains key COI’s in order to receive loan referrals in market.  Takes an assertive approach to lead development by building trust with COI’s, attending trade shows and networking with affinity groups. Meet with potential Practice loan clients in the market, educate them on the potential right loan product that fits their business needs. Underwriting decision review and debate. Manages a pipeline of loans. Responsible for driving a...
Huntington Charlotte, NC Full Time
Flagstar Bank
04/29/2026  
Credit Products Specialist II - Municipal Credits
Position Title Credit Products Specialist II - Municipal Credits   Location Charlotte, NC 28202   Job Summary The Credit Products Specialist II - Municipal Credits plays a key role in structuring and underwriting complex commercial credit transactions while managing an assigned loan portfolio. This position is responsible for independently analyzing credit risk, negotiating loan terms, and providing strategic recommendations to relationship and credit teams. By proactively monitoring portfolio performance and identifying emerging risks, this role ensures sound credit decisions and long-term client success. The position also supports the professional development of junior team members by sharing expertise and best practices.   Job Responsibilities: JOB RESPONSIBILITIES Credit Structuring & Underwriting : Lead underwriting efforts for complex loan requests, assessing creditworthiness and recommending risk-mitigating structures. Portfolio & Risk Management...
Flagstar Bank Charlotte, NC Full Time
Huntington
04/28/2026  
Commercial PM TL
Description Summary: The Commercial PM - Team Leader is responsible for the development and implementation of a team strategy to meet assigned goals, mitigate risk and underwrite transactions that are originated by the middle market banking team. Ensures that overall portfolio of relationships and transactions are in alignment with the risk profile of the bank. Responsible for maintaining acceptable levels of credit quality, consistent with the bank's credit policies, procedures, and guidelines including regular monthly, quarterly and annual portfolio tracking/reporting within established tolerances. Maintains a highly credible relationship between portfolio management and HNB's credit approval authorities. Develops robust portfolio analysis processes and data capture processes that manage risk and that generate valuable market insights to management and clients that help the bank and clients win. Accountable for...
Huntington Charlotte, NC Full Time
Huntington
04/20/2026  
Associate - Leveraged Finance Execution (HCA)
Description The Associate - Leveraged Finance Execution, is responsible for providing underwriting and execution support to senior deal team members on leveraged finance transactions pertaining to M&A, LBOs, recapitalization, etc. The Associate may also serve as a lead on select transactions under guidance from the Vice President, Associate Director, Director and/or Managing Director. Additionally, the Associate is responsible for training, managing, and monitoring work product of Analysts. This position includes all aspects of the leveraged finance execution process such as performing due diligence and preparing internal credit approval documents. Additionally, as part of the Huntington Capital Advisors (HCA) sub-team, this role will focus on executing transactions for privately held businesses, including founder-owned, family office–owned, and small-cap sponsor-backed companies. Typical client needs include...
Huntington Charlotte, NC Full Time
AIG
04/14/2026  
Assistant Vice President II (Risk & Offensive TTPs)
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...
AIG Charlotte, NC Full Time
AIG
04/11/2026  
Director, Digital Delivery Lead
Vice President I, Digital Delivery Lead About AIG American International Group, Inc. (AIG) is a leading global insurance organization. AIG member companies provide a wide range of property casualty insurance in approximately 70 countries and jurisdictions. These diverse offerings include products and services that help businesses and individuals protect their assets and manage risks. We’re also committed to making a positive difference for our colleagues and in the communities where we work and live. We encourage colleagues to give back to the causes they care most about, supporting these efforts through our Volunteer Time Off and Matching Grants Programs. Digital Team at AIG At AIG, technology is at the heart of everything we do, from underwriting risks to processing claims. The Digital Delivery team equips our colleagues with the latest tools to complete their work efficiently and with the highest standards of excellence. The team is responsible for creating...
AIG Charlotte, NC Full Time
The Hartford
04/11/2026  
Alt. Placement Sr. Consultant Analytics
Sr Consultant Alt Placement Analytics - NS07DE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Support the development and execution of a strategic business plan for the Alt Placement Solutions organization, aligned with HIG’s Business Insurance strategic priorities to solve target customer needs. Partner closely with Business Insurance leadership (e.g., Heads of Segments, CUOs, and Strategy leaders) to identify, evaluate, and prioritize alternative placement opportunities. Contribute to the design and delivery of innovative underwriting program structures and operating models that support profitable growth and enhance value for clients, distribution partners, and capital providers. Key Areas of Responsibility: Alt...
The Hartford Charlotte, NC Full Time
Huntington
04/09/2026  
Treasury Management Advisor III - Middle Market
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...
Huntington Charlotte, NC Full Time
Huntington
04/08/2026  
Senior Liquidity Specialist
Description The Senior Liquidity Specialist is a subject matter expert responsible for executing the Commercial Liquidity Strategy while driving revenue growth, portfolio expansion, and deep client engagement. The role partners closely with Relationship Managers (RMs), Treasury Management Sales Advisors (TMAs), and internal product teams to deliver consultative liquidity solutions for the firm’s largest and most complex commercial clients. As a product‑agnostic advisor on the Commercial Liquidity team, the Senior Liquidity Specialist independently manages a client portfolio, leads liquidity reviews, and contributes to strategic client planning while adhering to all applicable policies, procedures, and risk standards. Duties & Responsibilities: Serve as a client-facing Liquidity subject matter expert for the firm’s largest and most complex commercial clients (e.g., Corporate and Specialty Banking,...
Huntington Charlotte, NC Full Time
Huntington
04/07/2026  
Managing Director -Financial Institutions Group
Description The Managing Director - Financial Institutions Group, within the Corporate Bank will be an integral component to the build out of the Financial Institutions vertical at Huntington Bank.  This individual will serve as the lead relationship contact in understanding customer needs and meeting them through the execution of various bank products, services and solutions.    Duties and Responsibilities: Establish a trusted brand in the market with customers and prospects across the financial institutions sector. Develop new-to-firm (N2F) relationships and new-to-existing (N2E) business through thoughtful sector specific advice and solutions. Deliver the bank’s broad suite of products and solutions to deepen customer relationships and advance relationship returns. Promote an in-depth understanding the banks product suite across: credit and finance, capital markets, risk management (IRD, Rates and...
Huntington Charlotte, NC Full Time
Liberty Mutual
03/24/2026  
Senior Surety Underwriter
Description Liberty Mutual Surety™ is currently recruiting for a Senior Surety Underwriter to join our Southeast Surety Plus Operation. This underwriting position will support our Small to Mid Contract Team.   As a Senior Surety Underwriter you will develop and underwrite profitable surety business, and service independent agents, brokers, and small to mid-sized contract accounts/SBA within an assigned territory. Using your excellent relationship skills, you will build and maintain positive partnerships our agents, brokers, and accounts as a trusted advisor and underwriting resource for our producers and customers. You will also use your business and financial acumen to perform primary credit underwriting and financial/risk analysis, provide recommendations, and make decisions on new and existing accounts. This is an excellent opportunity for an experienced and self-motivated surety professional looking to grow their career with a top surety company that...
Liberty Mutual Charlotte, NC Full Time
Huntington
03/14/2026  
Senior Quantitative Credit Risk Officer
Description The Senior Quantitative Credit Risk Officer plays a key role in the identification and quantifying of credit risks across consumer and business lending segments, leveraging analytical techniques to inform strategy for optimizing risk and return in Huntington’s Consumer and Regional Bank lending portfolios.  This quantitative leader will partner with experienced risk professionals, senior leaders involved in lending, account management, collections, data stewards, and other quantitative teams to advance the suite of analytical tools available for portfolio management, underwriting, and default management.    Duties and Responsibilities: Serve as a core advisor and trusted partner to model users, model developers, and model owners, providing consultative support and guidance through projects and analytical efforts involving models and quantitative tools to ensure success. Leverage skills in data...
Huntington Charlotte, NC Full Time

 

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