- Bank of America (Plano, TX)
- …Excellent time management + Working knowledge of Microsoft Office **Desired Skills:** + Asset Based Lending experience + Commercial credit fulfillment, ... **Job Description:** Customer service representative responsible for a dedicated portfolio of asset based loan facilities. Process, analyze and evaluate daily… more
- Bank OZK (Southlake, TX)
- …integrity, trustworthiness, and professionalism at all times + Embrace Bank OZK's core lending tenets of asset quality, profitability, and then growth + Manage ... advice and solutions + Engage relevant business and bank partners in team- based customer development with expert delivery + Leverage local market networks and… more
- Truist (Midland, TX)
- …and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work ... on assigned investment accounts for adherence to investment and asset allocation objectives and policies. 3. Keep abreast of...limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of… more
- JPMorgan Chase (Plano, TX)
- …a week. **Job Responsibilities** + Manages their banking relationship through an advice- based approach, ensuring each client receives the best products and services ... orientation with a commitment of long-term career with the firm **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending … more
- JPMorgan Chase (Plano, TX)
- …Bachelor's degree in a quantitative discipline * Minimum of 3 years of Commercial/Corporate Banking/ lending , Asset Based Lending (ABL) or Structured ... As a Credit Risk Associate on the Specialty Finance Risk Team, you will support the risk management of a national portfolio of non-bank financial entities focused on… more
- Scotiabank (Houston, TX)
- …the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, ... responsible for the US Energy, Chemicals and General Manufacturing lending portfolios and: + approve requests within delegated authority;...+ Incumbent will be responsible for contributing to sound asset growth and profits of the Bank by ensuring… 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 ... and Internal Relationship Management (IRM) partners who are designated to support client service and business development efforts (eg banking, mortgage, planning,… more
- BMO Financial Group (Houston, TX)
- …growth across the risk function. The Director position carries significant delegated lending limits and actively engages with lines of business to ensure ... constructive relationships and partnerships with key stakeholders across levels. This role is based in the United States, with preference in either of Chicago, New… more
- BMO Financial Group (Dallas, TX)
- …on track with timelines. + Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback. + Compiles pre-call and ... and deliver timely solutions. + Oversees overall SouthCentral portfolio including asset and client performance. + Obtains credit concurrence and coordinates pricing… more
- CIBC (Palisades, TX)
- …pension plan*, an employee share purchase plan, a vacation offering, wellbeing support , and MomentMakers, our social, points- based recognition program. + Our ... grow a dedicated client portfolio through relationship management, financial services support , and exceptional client service. As a Financial Advisor, you'll deliver… more
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