- City National Bank (Austin, TX)
- …data decisioning the requests with the goal of achieving the optimal quality asset for the bank while satisfying the needs of borrower. The Underwriter III ... borrower types. The Underwriter III works within established lending authorities and guidelines , with complex or unusual situations escalated to the next highest… more
- Bank of America (San Antonio, TX)
- …+ Issue Management + Pipeline Management + Causation Analysis + Client Management + Policies, Procedures, and Guidelines + Risk Management + Written ... client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals,… more
- Bank of America (Fort Worth, TX)
- …* Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation ... client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals,… more
- Bank of America (Allen, TX)
- …+ Issue Management + Pipeline Management + Causation Analysis + Client Management + Policies, Procedures, and Guidelines + Risk Management + Written ... client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals,… more
- Veterans Affairs, Veterans Health Administration (Dallas, TX)
- …Strategic Capital Investment Plan, Capital Asset Inventory, Capital Asset Resource (CAPRES) Survey, Deferred Maintenance, management of an engineering ... judgment to interpret broad or general national policies and guidelines and adapt/apply them to specific compliant programs at...VISN and VA Leadership from the Office of Capital Asset Management . The Supervisory Engineer for M&O… more
- SitusAMC (Austin, TX)
- …overall management of an assigned primary servicing function within Situs Asset Management (SAM) and will oversee daily operations and reporting obligations ... and various 3rd parties. Essential Job Functions: + Manage research requests, supporting asset management team in addressing borrower, investor, or 3rd party… more
- SitusAMC (Dallas, TX)
- …- come join our team! Company Description Our client, a global and independent investment management firm, manages over $1.8 trillion in Investments on behalf of ... post-closing. + Provide necessary items and loan documents to asset management and loan servicer post-closing. +...receive a discretionary bonus as determined by bonus program guidelines , position eligibility and SitusAMC Senior Management … more
- Charles Schwab (Bee Cave, TX)
- …manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management , Banking & Lending Management , Insurance & ... or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.** ** Investment Professionals' Compensation |… more
- JPMorgan Chase (Dallas, TX)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... Become an integral part of the Asset & Wealth Management team where...policies are followed and items are processed within provided guidelines + Assist with staff on-boarding and off-boarding, which… more
- Charles Schwab (Austin, TX)
- …"challenge the status quo" and transform the finance industry together. Wealth and Asset Management (WAM) Engineering is an organization within Schwab Technology ... Services aligned to support the technology needs of Schwab Asset Management (SAM), Wealth & Advice Solutions (WAS), the Schwab Center for Financial Research… more