- Truist (Dallas, TX)
- …order): Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial ... of a broad range of personal financial planning/advisory/insurance and investment management / asset allocation concepts and understanding of retail credit and… more
- American Airlines (Dallas, TX)
- …and long-term asset strategy. The ideal candidate will combine deep accounting and finance expertise with a solid understanding of aircraft engine operations to ... a critical finance leadership role responsible for the financial management of one of the airline's most complex and...Conduct ad-hoc financial analysis and serve as an internal consultant to the Technical Operations team on all financial… more
- SitusAMC (Dallas, TX)
- …and complete internal KYC review and documentation. + Provide post-closing information to asset management , accounting and servicer for reporting purposes. + ... files are completed post-closing. + Provide necessary items and loan documents to asset management and loan servicer post-closing. + Provide necessary items for… more
- JPMorgan Chase (Plano, TX)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... driven insights and analytics, you will act as a consultant for your clients by learning about the client's...Skills:** + 5+ years of experience in Client Relationship Management , Payments, Treasury, or Commercial Card industry. + Strong… more
- UMB Bank (Dallas, TX)
- …you will spend your time:** + You will be responsible for the acquisition, management and growth of assigned Practice Finance territory. + You will generate, retain, ... referrals, & prospecting. + You will act as a consultant to clients and a resource to the Bank...exceptions & covenant monitoring, compiling reports necessary to monitor asset & credit quality and compliance with policy/regulation. +… more