- Regions Bank (Dallas, TX)
- …degree in Accounting, Business, Finance or related field + Five (5) years of asset - based lending or related financial services industry experience in a ... Prepares reports used by senior management for purpose of lending decisions and credit risk review + Keeps abreast...in the economy and markets and has historical knowledge based on experience in multiple market cycles to ensure… more
- Truist (Dallas, TX)
- …effectively produce individually and coach assigned teammates to achieve relationship management and production expectations. 3. Supervises and provides assistance ... in general, advanced, and complex tasks related to relationship building as well as banking, investments, insurance, financial planning, and trust and fiduciary… more
- Wells Fargo (Austin, TX)
- …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 ... trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides… more
- Wells Fargo (Austin, TX)
- …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 ... **Banking, Lending , & Trust (BL&T)** unlocks access to Wells...trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also… more
- Bank of America (Dallas, TX)
- …review, direct lending , workout, risk management and/or regulatory) + Experience in asset - based lending + Ability to support conclusions through fact- ... + Serves as a subject matter expert for the Asset Based Finance and Dealer Financial Services...Presence + Influence + Collaboration + Regulatory Compliance + Relationship Building + Written Communications **Shift:** 1st shift (United… more
- Wells Fargo (Dallas, TX)
- …and services to clients including financial sponsors, institutional investors, asset managers, regional developers, and public and private corporations. We've ... built the strongest commercial real estate lending platform in the industry. The CIB Commercial Real...for a specific Commercial Real Estate business and location, based on candidate preference and business need in one… more
- Bank of America (Houston, TX)
- …and Portfolio Management to deliver a seamless client experience * Maintains asset quality within the defined Global Wealth and Investment Management risk appetite ... limits * Proactive identification of strategic lending opportunities * Timely deal execution in navigating loan...* Underwriting excellence with holistic knowledge of the client relationship * Understanding of Private Bank credit product solutions… more
- Bank of America (Austin, TX)
- …Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... the largest businesses of its kind in the world specializing in goals- based wealth management, including planning for retirement, education, legacy, and other life… more
- JPMorgan Chase (Plano, TX)
- …client credit needs, conduct credit analysis, independently develop a credit opinion based on credit analysis, review and assign risk ratings to clients, prepare ... credit strength consistent to and with reference to company's policies and procedures. Based on individual client credit ratings, provide approval for all lending… more
- Fannie Mae (Plano, TX)
- …4 years * Multifamily or Commercial Real Estate experience, preferably in Asset Management or Underwriting * Prior experience conducting detailed analysis of ... party reports) * Ability to gather, analyze, and identify trends or relationship to inform conclusions. * Experience developing presentations and reports for… more
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