9 sales support specialist jobs found in Charlotte

Position Title Credit Products Specialist I-Specialized   Location Charlotte, NC 28202   Job Summary The Credit Products Specialist I – Specialized supports the underwriting, structuring, and management of commercial credit relationships with assigned specialized vertical or region. This role exists to provide critical financial analysis, assist in risk assessment, and ensure sound credit decision-making. As a key partner to sakes, this position helps structure new loan transactions, conduct portfolio monitoring, and identify potential risks. The role provides foundational credit expertise and exposure to client relationships, supporting the bank’s commitment to responsible lending and portfolio growth.   Job Responsibilities: JOB RESPONSIBILITIES Loan Structuring & Underwriting : Assist sales in analyzing financial statements, assessing borrower creditworthiness, and preparing credit approval packages within assigned specialized vertical or region. Portf...

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,...

Job Description: Already licensed? Bring your Series 6 or 7 to a role where you can make a greater impact.  Pacific Life is hiring Licensed Financial Services Representatives in Charlotte, NC to serve as a trusted resource for policyholders and financial professionals navigating meaningful financial moments. This is a fully inbound role — no cold calling, no sales quotas, no book of business to maintain. Just meaningful work, a structured environment, and a clear path forward. Licensed candidates move to our hybrid schedule immediately - in office one day a week. At Pacific Life, Licensed Financial Services Representatives are a trusted guide for policyholders and contract owners during meaningful financial moments. When customers call, they’re often making decisions about protecting their families, planning for retirement, or navigating a life event. Your work helps ensure they get accurate information, timely support, and a smooth experience when it matters most....

Description Summary:   The Commercial Relationship Sales & Service Manager Senior (CML RSS Sr.) is the primary point of contact for assigned Commercial customers and Relationship Managers. The CML RSS Sr. works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The CML RSS Sr. applies advanced knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales. The CML RSS Sr. provides leadership, guidance, and day to day management over activities performed by other service colleagues or partners. Duties and Responsibilities: First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying, researching, analyzing,...

Description The Loan Trading Support Specialist supports the firm’s secondary loan trading activity by providing middle‑office coverage across the loan trade lifecycle. This role partners closely with traders, sales, Agency Services, Loan Operations, Credit Risk, and Legal to ensure accurate, timely, and controlled execution, settlement, and reporting of secondary loan trades. The position focuses on trade governance, documentation, reconciliation, and issue resolution, enabling the trading desk to scale activity while maintaining a strong control environment. Duties and responsibilities: Provide primary and secondary loan trade closing support, coordinating with trading, operations, counsel, counterparties, and administrative agents. Prepare, review, and track Loan Syndications and Trading Association   based loan trading documentation and closing deliverables; ensure timely execution and completeness....

For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .   Our Middle Market department is seeking a Senior Sales Underwriter to join our growing team for our Charlotte, NC territory .   This is a Full-time, Exempt role.   This is a Hybrid position.     Position Overview/Summary: Responsible for identifying, soliciting, underwriting and selling new and renewal Middle Market accounts that drive profitable growth and align with Industry Segments, appetite and mix goals. Apply advanced technical, sales and analytical skills to provide insurance solutions that help Hanover’s customers manage risk. Demonstrates a thorough understanding of Hanover’s strategies and appetites and will use internal and external data to make appropriate...

For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .   Our Middle Market department is seeking a Senior Sales Underwriter to join our growing team for our Charlotte, NC territory .   This is a Full-time, Exempt role.   This is a Hybrid position.     Position Overview/Summary: Responsible for identifying, soliciting, underwriting and selling new and renewal Middle Market accounts that drive profitable growth and align with Industry Segments, appetite and mix goals. Apply advanced technical, sales and analytical skills to provide insurance solutions that help Hanover’s customers manage risk. Demonstrates a thorough understanding of Hanover’s strategies and appetites and will use internal and external data to make appropriate...

Position Title Credit Products Specialist II - Technology, Media and Communications   Location Charlotte, NC 28202   Job Summary The Credit Products Specialist II – Leverage Finance plays a key role in structuring and underwriting complex commercial credit transactions while managing an assigned loan portfolio within a specialized vertical or region. 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...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Why Choose a Career with the AAA The Auto Club Group (ACG) · Established brand that has been around for over 100 years. Our members know and trust us! · Branch Offices house travel, membership, insurance sales and support employees · You will be challenged to drive new business with competitive products and help retain The Auto Club Group's 14+ million members. Excellent Opportunities to Build a Career Path: The Branch Customer Service Representative can be the start of a long-term career with The Auto Club Group. Your position could lead to a rewarding career and opportunities to grow and pursue other ACG roles such as: · Other Branch positions – Field Insurance Sales Agent, Travel Agent or · Other Departments such as: · Call Centers (ERS, Sales and...