- Carrington (Plano, TX)
- **Come join our amazing team and work remote from home!** Client Relationship Analyst is responsible for capturing and documenting client /investor ... diploma or equivalent work experience; Bachelor's degree preferred. + Experience in relationship management or client services within mortgage servicing or… more
- Regions Bank (Dallas, TX)
- …of the system. **Job Description:** At Regions, the Treasury Management Relationship Support Specialist provides sales support to Treasury Management Relationship ... clients to identify, develop, and deliver quality solutions to aid the client in their day-to-day business needs. **Primary Responsibilities** + Partners with… more
- Bank of America (Plano, TX)
- Client Quantitative Analyst Team Lead - AML - Governance Controls Charlotte, North Carolina;Plano, Texas; Richmond, Virginia; New York, New York; Boston, ... of data governance, data quality, and data management and data concepts * Client engagement skills * Independent and proactive analyst * Excellent communication… more
- Conduent (Plano, TX)
- …Plano, Texas **GENERAL DESCRIPTION** The responsibilities of the Delivery Management Analyst include managing client delivery requests, schedules, deadlines, ... analytical with a strong attention to detail. The Delivery Analyst is to possess acute client awareness...all Print and Mail Production team members. Close working relationship with Management and Client Advocates. Direct… more
- PNC (Dallas, TX)
- …have an opportunity to contribute to the company's success. As a Loan Support Analyst Senior within PNC's Midland organization, you will be based in office within ... remote and hybrid work environments. As a Loan Support Analyst Senior within Midland's Single Family Rental (SFR) Servicing...and CMBS loans for all servicing needs an SFR client may necessitate. A desired candidate will have the… more
- PNC (Dallas, TX)
- …united in delivering the best experience for our customers. As a Loan Support Analyst within PNC's Midland organization, you will be based in office within the PNC ... Pittsburgh, Cleveland, and Charlotte. PNC's Midland organization has multiple Loan Support Analyst openings across various teams. A Loan Servicing Analyst is… more
- Bank of America (Dallas, TX)
- Information Management Analyst - Marketing Services & Support Pennington, New Jersey;Dallas, Texas **Job Description:** At Bank of America, we are guided by a common ... the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include fund setup, client… more
- CGI Technologies and Solutions, Inc. (Dallas, TX)
- **Security Analyst ** **Category:** Cyber Security **Main location:** United States, Georgia, Atlanta **Alternate Location(s):** United States, Texas, Houston United ... ongoing security-related activities in support of new or existing client contracts, including but not limited to assessing proposed...from 1 to 7 days per year based on relationship . *Paid jury duty leave, up to time summoned… more
- Deloitte (Dallas, TX)
- …& data platforms. Our delivery models are tailored to meet each client 's unique requirements. What we do Our Industry Solutions offering provides verticalized ... recommendations. You will often help present your team's findings to senior client stakeholders and implement recommendations. The ideal candidate will be curious,… more
- Butterfly Effects (Dallas, TX)
- …developing individualized goals/objectives + Conducting behavior assessments + Individualizing client treatment plans + Managing RBTs/ BTs + Conducting monthly ... technician (BT) implementing the treatment plan, and develop a positive collaborative relationship with any other professionals working with the child and family.… more
- Regions Bank (Dallas, TX)
- …delivering an effective variety of financial products and services to help the client succeed financially + Provides small business relationship management with ... section of the system. **Job Description:** At Regions, the Small Business Relationship Manager focuses on delivery of credit, products, and service solutions within… more
- Truist (Dallas, TX)
- …Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad range ... as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- Truist (Dallas, TX)
- …or territory * The role requires significant leadership, sales and relationship management, business development, presentation and sales skills that establish the ... for growth and profitability in the high net worth client segment * Effectively lead the team to work...and financial planning with an emphasis on sales and relationship management of complex and sensitive accounts and business… more
- Fifth Third Bank, NA (Dallas, TX)
- …updated financial statements, proactive monitoring, and interaction with the Credit Analyst . This role covers the Metals, Materials and Construction vertical. Within ... of accounts. + Review and recommend credit decisions. + Partners with the Relationship Manager, forming the "coverage team" to: Meet with clients and Participate in… more
- Truist (Dallas, TX)
- …mortgage, planning, investments, and insurance services) in a manner that promotes client retention, relationship deepening and prospect referrals. 6. Keep ... effectively produce individually and coach assigned teammates to achieve relationship management and production expectations. 3. Supervises and provides assistance… more
- Truist (Dallas, TX)
- …well as working capital concepts 4. Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify ... consultative sales of Treasury Solutions (TS) products and services to assigned client group (ie, Corporate and Investment Bank, Commercial Real Estate, Commercial… more
- JPMorgan Chase (Plano, TX)
- …(CIB) Risk Asset Managers Credit team, you will assist in the management of a client portfolio of asset manager and fund exposures, serving as key coverage for those ... credit relationships and reporting into a Credit Executive. Managing a client portfolio entails overseeing transaction structures, performing client due… more
- Pegasystems (Dallas, TX)
- …largest organizations. **What You'll Do at Pega:** + Develop a trusted advisor relationship with multiple stakeholders across the client organization + Leverage ... and product knowledge to share insights about how a client can maximize license to drive business benefits +...customer's thinking to quickly gain credibility, build a strong relationship and contribute to the success of our clients… more
- Regions Bank (Dallas, TX)
- …and maintaining ongoing communication + Serves with supervision as the primary relationship manager for select investor accounts which includes, but is not limited ... standing pipeline calls, facilitating deal and fund closings, managing annual relationship visits, coordinating with Asset Management on portfolio or transaction… more
- Truist (Dallas, TX)
- …is a product role that requires close coordination and partnership with the primary relationship bankers for this client set, as well as with the underwriting, ... in processing all potential loans (both agency and non-agency execution). Manage the analyst pool to sufficiently train and develop them along with a managing their… more