- Wells Fargo (Dallas, TX)
- **About this role:** Wells Fargo is seeking a Senior Relationship Manager ( Senior Lead Credit Product Portfolio Specialist ) in Wells Fargo Capital ... non-bank lenders. The primary responsibility for this role includes credit administration for a portfolio of lender...Banking or Corporate & Investment Banking + Partner with product management functional partners and other senior leaders to… more
- Bank of America (Dallas, TX)
- Credit Review Senior Portfolio Specialist Charlotte, North Carolina;Stamford, Connecticut; Newark, Delaware; Dallas, Texas; Chicago, Illinois; Providence, ... or committee thereof, external auditors and regulatory agencies. The Portfolio Specialist works together with the Credit Review Portfolio Manager(s)… more
- Bank of America (Houston, TX)
- …knowledge of the client relationship * Understanding of Private Bank credit product solutions and process * Robust portfolio management practices * Advancing ... growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating...risk rating estimates, etc.) * Expertise in engaging with Product Specialist Executives (real estate, art, yacht,… more
- Cherry Bekaert (Austin, TX)
- …Financing Services Practice (SFS) is seeking an Application Writer and Community Engagement Specialist with a background in the New Markets Tax Credit (NMTC) ... a deep track record in NMTC allocation applications, tax credit placement and deployment, and tax credit ...the process for writing NMTC Allocation Applications for the portfolio of client community development entities (CDEs) and manage… more
- Santander US (Dallas, TX)
- …of taking a "hands-on" approach to data analysis. You will work closely with credit risk, finance, data science, and product teams to deliver actionable insights ... Pricing & Credit Model Analyst Country: United States of America...You!** Job Description **The Difference You Make:** The Sr. Specialist , Model Development is responsible for developing pricing and… more
- Comerica (Dallas, TX)
- …customer interviews. Monitor trends and determine customer acceptance of assigned product (s). Portfolio and Revenue Management Continuously evaluate current ... Job Description Product Manager IV Responsible for ensuring assigned ...certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required… more
- Republic Finance, LLC (Bedford, TX)
- …in the financial services industry for you, apply today! As a Consumer Loan Specialist , you will be a key team member in the branch. Your primary responsibility ... Evaluates customer needs to recommend the best consumer loan and voluntary product solutions. Completes loan applications, proposals and offers for new borrowers and… more
- Republic Finance, LLC (Bedford, TX)
- …in the financial services industry for you, apply today! As a Sr. Consumer Loan Specialist , you will be a key team member in the branch. Your primary responsibility ... Evaluates customer needs to recommend the best consumer loan and voluntary product solutions. Completes loan applications, proposals and offers for new borrowers and… more
- Comerica (Dallas, TX)
- …Relationship Specialists and Analysts. Responsible for assigning and changing portfolio assignments as according to customer/market expectations and/or demands. ... This may include resolution with various areas such as operations, product management/development, lenders and the customer. Ensure proper customer documentation is… more
- TD Bank (Dallas, TX)
- …is responsible for formulating strategy, policy and overall direction of the identified product or suite of products portfolio . **Depth & Scope:** + Recognized ... Senior Management as a subject matter expert for the product (s) portfolio through all forms of written...objectives and standards + Identifies and manages risks (market, credit , operational) associated with the product /segment +… more
- Truist (Fort Worth, TX)
- …designated to support client service and business development efforts (eg credit , mortgage, planning, investment, trust and fiduciary services, and insurance ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
- Truist (Houston, TX)
- …coordination of Wealth Advisors and partners such as Trust Advisors, Financial Planners, Credit Advisors and other wealth product partners based upon objective ... designated to support client service and business development efforts (eg credit , mortgage, planning, investment, trust and fiduciary services, and insurance… more
- Truist (Bryan, TX)
- …the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent ... segment within the Truist footprint. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed … more
- JPMorgan Chase (Dallas, TX)
- …roundtables, industry conferences, webinars, and professional media platforms + Manage the non- credit risk for customer portfolio and monitor and enhance ... business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product… more
- Deloitte (Dallas, TX)
- …Form 8993, Form 8975, and Form 1118 + Experience with foreign tax credit (FTC) planning including gathering income sourcing data and performing computations of FTC ... - Certified Business Analysis Professional + Certified SAFe Lean Portfolio Manager + Certified SAFe Architect + Certified SAFe...+ Certified SAFe Agile Software Engineer + Certified SAFe Product Owner / Product Manager + Certified… more
- Fiserv (Austin, TX)
- …C-Suite executives, Finance, Treasury, HR, Security, Fraud, IT, marketing, and operations, product specialist , product management, pricing, compliance, risk ... quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw...will align prospect's vision and requirements with our solutions portfolio to deliver differentiated customer value and understand the… more
- Comerica (Dallas, TX)
- …IThe Treasury Management Customer Analyst I (TMCA) team will support a National portfolio of 13,000 Treasury Management customers that are either assigned to the ... Relationship Center or Relationship Specialist portfolios. Their primary responsibility is to respond to and resolve internal and external requests primarily… more
- Everon (Fort Worth, TX)
- …day. With more than 100 locations, a deep national presence, and comprehensive portfolio of solutions and services, our employees are always poised for career ... **Essential Duties And Responsibilities:** The National Account Support Management Specialist may be expected to perform some or all...and support National Account customers. + Promote the full product line and services offered by Everon. + Work… more