- Truist (Dallas, TX)
- …experience with commercial real estate finance + Working knowledge of the commercial lending programs of HUD, Fannie Mae, Freddie Mac and Commercial Mortgage Backed ... Securities (CMBS) conduits, including the roles and responsibilities of...knowledge of the commercial building construction process, and construction lending + Basic knowledge of real estate law concepts… more
- Citigroup (Irving, TX)
- …+ Understanding of financial market products - Derivatives (Bilateral & Cleared), Securities Financial Transactions (SFTs), Margin lending and Financing. + ... services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with… more
- Truist (Dallas, TX)
- …and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work ... experience working with clients dealing with banking, investments, and/or retail lending . (experience may include Retail, Wealth, Advisory, and/or Retail Lending… more
- Truist (Dallas, TX)
- …are meeting or exceeding individual production and growth expectations within deposits, lending and investments. 5. Effectively work with various leaders within the ... affluent clients dealing with banking, investments, financial planning, or lending . 3. Advanced knowledge of a broad range of...for the mass affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 7, Series 24,… more