- PNC (Fort Worth, TX)
- …and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations ... in this position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, … more
- Edward Jones (Denison, TX)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building ... office administrator to help you run your branch. World-class products , services and support. And the stability of a...with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow… more
- UMB Bank (Plano, TX)
- …this role you must utilize your credit acumen and be knowledgeable in non- credit products such as Deposit products , treasury management, virtual card, ... management officers and others that provide a suite of products and services that serve companies of this size....includes note renewals, reviewing & detailed analysis of current financial statements & collateral valuations, credit analysis,… more
- UMB Bank (Dallas, TX)
- …a conduit for all product lines and match client needs with appropriate products . Always looking for cross selling opportunities for all bank products . + You ... analysis and client management. + You demonstratea high level of understanding of credit underwriting. + You demonstrateknowledge of bank products , services, and… more
- UMB Bank (Austin, TX)
- …approval process, change terms, etc. Demonstrates expert level of understanding of credit underwriting Demonstrates strong knowledge of bank products , services, ... Demonstrates ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents Demonstrates… more
- UMB Bank (Austin, TX)
- …of credit underwriting + Demonstrates strong knowledge of bank products , services, and bank operations + Demonstrates ability to interpret policies/procedures, ... loan contracts, and understanding of credit reports, financial statements and loan documents...an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund;… more
- UMB Bank (Austin, TX)
- …operations + Ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents + Strong ... your time:** + Partner with UMB relationship managers to perform credit underwriting duties for existing/prospective client relationships, which may include but… more
- Regions Bank (Dallas, TX)
- …mitigates + Prepares credit approval packages on new and renewed debt products including determination of the appropriate risk rating as well as risk factors ... with and oversight by more senior RAH team members + Maintains credit files including post-closing items (actively manages financial reporting requirements,… more
- Regions Bank (Dallas, TX)
- …with responsibilities including reviewing applications against approval checklist by product type, completing initial eligibility analysis, financial statement ... spreading, detailed analysis of repayment capacity and financial metrics, and initial Credit Approval Package...Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may… more
- Regions Bank (Houston, TX)
- …**Bilingual Spanish or German preferred ** **Experience in providing credit and non- credit financial products to foreign-owned companies operating in the ... of the system. **Job Description:** At Regions, the International Banking Product Specialist develops and grows Regions' relationships and provides product… more