- Goldman Sachs, Inc. (Dallas, TX)
- …financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra- high net worth and high net ... includes Private Wealth Management, Goldman Sachs Ayco and Private Banking, Lending & Deposits. Across Wealth Management, Goldman Sachs helps empower clients… more
- Citigroup, Inc. (Irving, TX)
- …accuracy and appropriateness of risk ratings and classifications of corporate, commercial and high - net worth relationships Assessment of the effectiveness of ... analysis and risk management processes for one or more products and lending areas. Developed project management skills. Proficient in Microsoft Office (Word, Excel,… more
- Bank of America (Dallas, TX)
- …and strategic advice to the Global Wealth & Investment Management line of business on high net worth lending products, services, and regulatory matters ... Legal staff. **Responsibilities:** + Analyzes legal issues and implications related tohigh net worth lending products and services + Provides legal support… more
- Bank of America (Dallas, TX)
- Ultra High Net Worth Portfolio Strategist Dallas, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/Ultra- High - Net - Worth -Portfolio-Strategist\_25014318-2) **Job Description:** At Bank… 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
- Wells Fargo (Dallas, TX)
- …as well as writing memorandums focused on a borrower's and guarantor's adjusted net worth , leverage, liquidity, and other key risk factors, including cash ... and public and private corporations. We've built the strongest commercial real estate lending platform in the industry. The CIB Commercial Real Estate Early Career… more
- JPMorgan Chase (Dallas, TX)
- …the Financial Advisor(s) and is the primary point of contact for advisors and their high - net - worth clients. The ideal candidate has a strong understanding of ... base. + Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends product rollouts, ideas… more
- Wells Fargo (Frisco, TX)
- …prospecting and generating referrals + Customer service experience + Experience working with high net - worth clients **Job Expectations:** + This position ... is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending . Learn...in soliciting residential mortgages from various sources + Produce high quality jumbo loans which are compliant and provide… more
- Wells Fargo (Irving, TX)
- …to Private Capital and Hedge Fund Managers, as well as to family offices and Ultra High Net Worth individuals with significant Private Capital and Hedge Fund ... is seeking a Lead Wealth Underwriter in the Banking, Lending , & Trust's (BL&T) center of excellence within Wealth...writing + Drive private banking credit execution to deliver high quality custom credit solutions to existing and new… more
- SitusAMC (Dallas, TX)
- …on origination opportunities among regional and national brokerage firms, local developers, high net worth individuals, corporations and other owners ... Oversee a deal origination team to prepare and present lending packages for internal credit approval and rating agency/...execution on transactions + all stakeholders to maintain a high level of customer service and continuously strive to… 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
- Comerica (Dallas, TX)
- …business development, portfolio management and underwriting to support the needs of the group and high net worth clients. What we can offer you Comerica ... Companies Position Responsibilities: Increase the bank profitability by providing high quality customer service and cultivating new business relationships while… 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
