- Neuberger Berman (Dallas, TX)
- …using various in-house portfolio systems + **Client Reporting** : Provide customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad ... + 2+ years of proven client service/support or related experience in the financial services industry + An undergraduate degree and Series 7 and 66 licenses… more
- PennyMac (Carrollton, TX)
- …achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Servicing Financial Analysis Manager is responsible for the ... costs and holding leadership accountable for the controllable aspects of profitability. The Servicing Financial Analysis Manager will : + Contribute to… more
- KeyBank (Dallas, TX)
- …of third-party vendors and subcontractors. + Assist in the preparation of financial analysis for various management and disposition strategies. + Travel ... least five (5) years relevant experience in real estate law and /or financial services. + Some travel required. + Well-developed written and verbal communication… more
- Citizens (Irving, TX)
- …Ability to analyze loan-level data, identify trends, and conduct root cause analysis + Experience interpreting financial documents and borrower hardship packages ... Are you enthusiastic about helping customers who are experiencing financial hardship? Do you enjoy problem solving and driving...a sound operational environment. The Loss Mitigation Back End Manager is responsible for the day to day operation… more
- Huntington National Bank (Farmers Branch, TX)
- Description Summary: Senior Relationship Manager for CSG - Corporate Mortgage Finance , will be an integral component to the building out of the Corporate Mortgage ... to support current and prospective client relationship growth. The Senior Relationship Manager requires a proven track record of success in industry relevant… more
- KeyBank (Dallas, TX)
- …well as solve internal obstacles and deliver a seamless execution. + Provides analysis of business and personal financial statements, and identification of ... timely and accurate completion of write-ups, loan recommendations and structuring, analysis of business and personal financial statements, identification of… more
- OneMain Financial (Irving, TX)
- …**Lead Product Manager ** - Digital Tools and Platforms at OneMain Financial , you'll shape the vision, roadmap, and standards for co-browsing toolsets, customer ... establishing gold-standard execution for tool integrations that enrich the customer servicing journey and elevate our public digital presence. **You Will:** +… more
- Elevance Health (Grand Prairie, TX)
- …+ Conducts more complex negotiations and drafts documents. + Assists in preparing financial projections and conducting analysis as required. Requirements: + a ... network through contract negotiations (language and rates), relationship development, and servicing . Primary focus of this role is contracting and negotiating… more
- Zions Bancorporation (Dallas, TX)
- …our Commercial Lending team in **Dallas, TX** . The successful Commercial Portfolio Manager will have experience servicing , developing, and retaining new and ... lending processes and procedures is required. + Knowledge of credit analysis , spreading and analyzing financial statements, credit scoring, documentation,… more
- UMB Bank (Fort Worth, TX)
- …a change in their financial service needs. As the **Business Banking** **Client Manager ** , you will have a primary focus on managing a portfolio of Business ... customers to expand existing business, ensure excellent client relations & proper servicing of account(s), and ensure the portfolio's credit quality. + You will… more
- Wells Fargo (Dallas, TX)
- …experience, training, military experience, education **Desired Qualifications:** + 4+ years of financial statement analysis experience + 4+ years of ABL/ ... this role:** Wells Fargo is seeking a Junior Level ABL/Factoring Relationship Manager for Commercial Banking Global Receivables and Trade Portfolio. Learn more about… more
- Wells Fargo (Irving, TX)
- **About this role:** Wells Fargo is seeking a Senior Product Manager that will support our agent experience products to ensure that customer support team members can ... and deliverables for product lines or services + Contribute to product analysis across applicable markets, conduct market research and market results-oriented … more
- Huntington National Bank (Farmers Branch, TX)
- …written communication skills + Strong sales and negotiation skills + Commercial Financial Analysis Comprehension and Review + Local Automotive Dealer knowledge ... Description Summary: The Auto Finance Commercial Relationship Manager services, deepens, and retains assigned profitable customer relationships by pro-actively… more
- Citizens (Irving, TX)
- …operations and secondary mortgage markets. + Prior quantitative work with mortgage servicing rights and recapture analysis . + Track record of implementing ... for success in this role. Primary Responsibilities Include: CRA Data Integration, Analysis , and Reporting: Develop and maintain CRA tracking systems that consolidate… more
- KeyBank (Dallas, TX)
- …+ Demonstrated credit risk analysis , underwriting, project management, and financial analysis experience in a lending or investing environment + ... Servicing , Commerical Mortgage, Compliance, and Finance. The Underwriting Manager must have significant experience closing, originating and/or managing risk… more
- Regions Bank (Dallas, TX)
- …field + Seven (7) years of SBA experience, commercial loan underwriting, financial analysis or portfolio management experience **Skills and Competences** + ... applications against approval checklist by product type, completing initial eligibility analysis , financial statement spreading, detailed analysis of… more
- Walgreens (Haltom City, TX)
- …working knowledge of store systems and store equipment. + Receives exposure to the analysis of financial & performance data for the store, pharmacy and clinic ... and Walgreens service traits (eg, offering help proactively, identifying needs, servicing until satisfied, etc.). **Operations** + Learn from store, pharmacy,… more
- Bank of America (Fort Worth, TX)
- …termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and ... _At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more
- Regions Bank (Dallas, TX)
- …as well as risk factors that could change the risk rating, analysis of financial performance, performance vs. projections, covenant compliance, relationship ... in Finance, Accounting or related field + Two (2) years underwriting experience or financial services analysis and accounting experience + Completion of a major… more
- PNC (Dallas, TX)
- …to contribute to the company's success. As a Software Engineering Manager within PNC's Lending Technology organization. the preferred candidate will reside ... in STEM OPT for this position. * Experienced and solutions-driven manager with a strong track record of overseeing enterprise-level applications. Demonstrates… more
