- Charles Schwab (Westlake, TX)
- …have a unique opportunity to expand our lending capabilities by targeting Schwab's high net worth (HNW) clients and registered investment advisory (RIA) ... Schwab Bank (CSB) has proven successful in serving the lending needs of Schwab's core Retail consumer clients which...external partners to develop analysis, deliver thoughtful, insightful, and high impact contributions across a range of " high… more
- Charles Schwab (Westlake, TX)
- …Senior Wealth Consultant at Charles Schwab you are responsible for providing high -touch service, on-going comprehensive guidance and advice to clients in the context ... management, retirement planning, education planning, active trading, banking, insurance, and lending needs. + Manage a practice of primarily Ultra-HNW clients;… more
- Charles Schwab (Westlake, TX)
- …part of a dynamic legal team, in support of Schwab's lending initiatives to Affluent Clients, High Net Worth Individuals and Ultra High Net ... Director & Legal Counsel, Community Development Investments and Bank Lending Products to be based in Westlake, Texas. This...existing legal team that supports CSB, CSPB and CS&Co's lending initiatives. As a member of the Banking, Retirement… more
- Bank of America (Fort Worth, TX)
- …SCU performs and documents in-depth financial analysis for credit approval of ultra- high - net - worth clients (individuals, family offices, trusts, special ... Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Saint Louis, Missouri;Newport Beach, California; Atlanta, Georgia; Pasadena,… more
- Charles Schwab (Southlake, TX)
- …Schwab's Core Banking ecosystem supporting Trusts, Deposits, Payment Instruments, and specialized Lending /Mortgage offerings for high - net - worth clients. ... Industry required. + 5+ years of experience with Mortgage & Lending applications, including underwriting, straight through processing and complex vendor… more
- Bank of America (Frisco, TX)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... across the business to increase opportunities for affluent and high net worth client acquisition...communities around the world by connecting them to the lending , investing and giving they need to remain vibrant… more
- Wells Fargo (Dallas, TX)
- …Lending , & Trust (BL&T)** unlocks access to Wells 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 services. These bank specialists leverage resources, valuable research, relationships, custom… more
- Charles Schwab (Westlake, TX)
- …between Schwab and clients who have the need for advice on complex and ultra- high net worth financial situations. The financial planning process includes ... giving, estate planning, active investing or managing banking and lending needs, Planning can help. The Financial Planning Group...as a strategic partner, cultivating and nurturing relationships with ultra- high net worth clients and… more
- Wells Fargo (Dallas, TX)
- …to ensure seamless delivery and service of banking solutions to WIM affluent and high - net - worth clients. You are an action-oriented business manager who is ... Manager - WIM Banking Deposits to join our Banking, Lending , & Trust (BL&T) group within Wealth & Investment...to serve the banking needs of WIM affluent and high - net - worth clients + Develop, implement,… more
- First Horizon Bank (Fort Worth, TX)
- …lending solutions to those organizations. In addition, you are responsible for advising high net worth individuals on building, preserving, and managing ... **Description** **Location:** On site in Fort Worth , TX **Summary** As a Private Bankers (PB), you are responsible for business development of professional… more
- PennyMac (Plano, TX)
- …of FNMA/FHLMC, FHA, and VA program guidelines + Experience analyzing financial statements for high net worth borrowers + A thorough understanding of cash ... team. The ideal candidate possesses expert-level knowledge of Non-QM lending guidelines, a proven track record of success in...guidelines, a proven track record of success in managing high -performing teams, and a strong commitment to quality and… more
- PennyMac (Plano, TX)
- …level items and document system of record with actions taken + Manage high volume, high net worth , complex client accounts + Review pipeline of all loans ... practices + Functional understanding of applicable Federal, state and local lending regulations + Basic software proficiency including Microsoft Office Suite Why… more
- Charles Schwab (Westlake, TX)
- …business plan focused on assisting the mission to reach, retain and grow in our ultra- high - net worth segment ($10M+). As a branch leader, you will coach ... retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. If you are seeking the next step in your career as… more
- Citigroup (Irving, TX)
- …accuracy and appropriateness of risk ratings and classifications of corporate, commercial and high - net worth relationships + Assessment of the effectiveness ... risk analysis and risk management processes for one or more products and lending areas. + Developed project management skills. + Proficient in Microsoft Office… more
- Truist (Dallas, TX)
- …client needs. 8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9. Has ... standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act 6. Proven success in the acquisition of new personal client relationships.… more