- Wells Fargo (Irving, TX)
- …and external customers + Serve as primary liaison and work collaboratively with Sales , Legal, Control and Risk, Technology, and various Operations and company teams ... customer satisfaction + Review moderately complex loan servicing documentation language, book and fund new loans and modifications, including reviewing of input… more
- Wells Fargo (Austin, TX)
- …+ Lead operational support for fiduciary professionals to administer a book of complex fiduciary relationships, including implementing client estate plans, and ... client accounts **Required Qualifications:** + 4+ years of administrative or sales support experience, or equivalent demonstrated through one or a combination… more
- BrightView (Southlake, TX)
- …satisfaction and retention, grows the portfolio the right way through ancillary sales and price increases, and ensures quality service. **You'd be responsible for:** ... the portfolio; look for ancillary opportunities outside the portfolio to grow the book of business and overall growth for the branch. + Develop accurate estimates… more
- UMB Bank (Austin, TX)
- …which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform ... various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times. File all required reports, and resolve all related issues in a timely and efficient manner. May mentor less experienced Portfolio Managers. Other duties as assigned.… more
- Ankura (TX)
- …of building a team, defining a strategy, and driving a substantial book of business. Responsibilities + Initiates and converts business opportunities and ... and best practices + Market research and analysis, GTM strategy development, and sales enablement + Responsible for innovating and enhancing the D&T business group… more
- PennyMac (Carrollton, TX)
- …lead multiple customer facing operational organizations while partnering with internal Sales teams to build strong, lasting client relationships. As the Accounts ... SLAs and turn times on all loans in the assigned pipeline + Conduct quarterly book reviews and loan level file review to senior leaders and senior management +… more
- TIAA (Frisco, TX)
- …statement and the quarterly and annual non-audited statutory financial statement (blue book ) footnotes. Ensure their completeness, accuracy, and adherence to the New ... to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). **Company Overview**… more
- Wells Fargo (Austin, TX)
- …+ Support a team of fiduciary professionals to administer a book of fiduciary relationships, including implementing client estate plans, and ensuring ... client accounts. **Required Qualifications:** + 4+ years of administrative or sales support experience, or equivalent demonstrated through one or a combination… more
- Robert Half Management Resources (Rockwall, TX)
- …* Manage compliance with general ledger audits, workers' compensation audits, and sales and franchise tax filings. * Collaborate with legal counsel on entity ... documentation to support banking and regulatory requirements. * Oversee year-end book closing and ensure accurate financial consolidation. * Monitor tax implications… more
- Barnes & Noble (Waco, TX)
- …make the customer experience pleasurable and provide the perfect complement to any book . Your passion for coffee, creating inspiring drinks and your knowledge of the ... (ie, prolonged standing, repetitive bending, lifting, climbing, operating espresso machines) and sales floor when needed. * Deliver the perfect beverage that exceeds… more