- Huntington National Bank (Addison, TX)
- Description Summary: The Asset Based Lending (ABL) Relationship Manager ensures loans are properly serviced, clients' financial status is reviewed, and ... are larger highly complex deals. + Develops a working relationship with borrowers or agent banks and business partners....vary and may be above or below the range based on various factors including but not limited to… more
- Bank of America (Dallas, TX)
- …Qualifications:** + 2+ yrs experience in Asset Based Lending , Commercial or Corporate credit or relationship management, leveraged finance, loan ... Portfolio Management Officer I/II- Asset Based Finance Dallas, Texas **Job...Global Corporate and Investment Bank, partnering closely with the relationship management teams, product partners and capital markets teams.… more
- JPMorgan Chase (Dallas, TX)
- …box, challenging the status quo and striving to be best-in-class As a Lead Credit Officer in Asset Based Lending Credit Risk, you will be part of the firm's ... a critical member of the risk management team. The Asset Based Lending team primarily...performance trends, borrowing base trends and lead ABL credit relationship with borrower and internal stakeholders + Perform due… more
- JPMorgan Chase (Plano, TX)
- …outside the box, challenging the status quo and striving to be best-in-class. As an Asset Based Lending Field Exam Associate in Risk Management and ... of internal controls and financial reporting + Documenting tasks performed on Excel based field exam template + Prepare a written report using field exam template… more
- Bank of America (Fort Worth, TX)
- Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Saint Louis, Missouri;Newport Beach, California; Atlanta, Georgia; Pasadena, ... with the Credit Executive (CE) in their goal of developing new custom lending relationships with strategic wealth clients, driving funded loan balance and revenue… more
- JPMorgan Chase (Plano, TX)
- …Vice President (VP) will support Commercial & Investment Banking (CIB) Wholesale Lending Services (WLS). WLS is a global organization with over 3100 employees ... and skills:** + 5 or more years of financial services experience in lending , risk operations or management, controls, audit, quality assurance, operational risk or… more
- First Horizon Bank (Fort Worth, TX)
- …and profitable customer relationships in order to maximize portfolio revenue growth and asset quality. Manages complex accounts or has an assigned market region of a ... capabilities to meet these needs + Maintain a thorough knowledge of bank's lending policies and regulatory requirements + Provide mentoring and training to other… more
- First Horizon Bank (Fort Worth, TX)
- …industries of Attorney/Law Firm Practices and Healthcare Practices. The PB Relationship Manager will provide business depository, treasury management, and business ... lending solutions to those organizations. In addition, you are...+ Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking… more
- Citigroup (Irving, TX)
- …legal loan documentation, loan / funding mechanics, deal structure, funds flows, etc. + Asset Based Lending experience preferred + Strong presentation skills ... will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to loan closing...with a high proficiency with Excel and other Microsoft based programs. + Tableau or visualization tool familiarity +… more
- Truist (Dallas, TX)
- …of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within ... Specific activities may change from time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide… more
- KeyBank (Dallas, TX)
- …East Camelback Road - Phoenix, Arizona 85016 The Portfolio Manager provides relationship management support for assigned portfolio of clients who are clients and ... investors and developers. Portfolio Managers work in strong partnership with Relationship Managers to provide comprehensive financial advice and solutions that… more
- JPMorgan Chase (Plano, TX)
- …a day/ 7 days a week. **Job Responsibilities** + Manages their banking relationship through an advice- based approach, ensuring each client receives the best ... Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers, to connect customers to experts who can...of long-term career with the firm **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd… more
- JPMorgan Chase (Plano, TX)
- …as counterparty trading activities. Our team manages exposure to North American based Traditional and Alternative Asset Management firms, Private Capital ... Risk Associate on the Commercial and Investment (CIB) Risk Asset Managers Credit team, you will assist in the...Assist in legal negotiations for traded products and traditional lending + Serve as key secondary contact for and… more
- Truist (Dallas, TX)
- …effectively produce individually and coach assigned teammates to achieve relationship management and production expectations. 3. Supervises and provides assistance ... in general, advanced, and complex tasks related to relationship building as well as banking, investments, insurance, financial planning, and trust and fiduciary… more
- Wells Fargo (Dallas, TX)
- …Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending , and trust ... trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides… more
- JPMorgan Chase (Plano, TX)
- …part of our Consumer, Retail and Healthcare group responsible for lending activities, portfolio monitoring and managing investment-grade related credit exposures ... and conduct credit analysis and approves or seeks approval for all lending and trading related transactions, including operating exposures, individually or as part… more
- Wells Fargo (Dallas, TX)
- …+ Experience in floorplan financing, supply chain finance, equipment leasing, or other asset - based lending products + Advanced Microsoft Office skills ... training, military experience, education **Desired Qualifications:** + Banking or lending experience, with an understanding of banking products, pricing strategy… more
- Bank of America (Southlake, TX)
- …Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... the largest businesses of its kind in the world specializing in goals- based wealth management, including planning for retirement, education, legacy, and other life… more