- PennyMac (Plano, TX)
- …achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Pipeline Accounts Manager II ensures consistent delivery of a ... engagement with fulfillment functions to meet all service level agreements. As the Pipeline Accounts Manager , you will serve as the central point of contact for… more
- PennyMac (Plano, TX)
- …achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Pipeline Accounts Manager II ensures consistent delivery of a ... by the team of Pipeline Accounts Managers (PAMs). The Pipeline Accounts Manager will: + Manage pipelines, queues, and reports to guarantee timely action… more
- Bank of America (Fort Worth, TX)
- Investment Consultant II - Merrill Premium Fort Worth, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients… more
- Fifth Third Bank, NA (Dallas, TX)
- …are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs. Client Experience + Meet with customers on ... (CRM) system for client activity tracking, call reports and pipeline management. Reinforce use of CRM for assigned Fifth...Expected to provide guidance to Commercial RM I & II MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Bachelor's… more
- Bank of America (Dallas, TX)
- …I, you will typically progress into the next role, Financial Solutions Advisor Stage II , where you will continue to practice the skills you've learned by growing and ... of clients. As a successful Financial Solutions Advisor Stage II , you will have the opportunity to advance in...services industry or sales experience **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and… more