- Bank of America (Plano, TX)
- …Administrators to ensure efficient and high quality loan processing + Contact client/agent/ broker to resolve items out of compliance. + Gives technical advice and ... guidance to business units and interdisciplinary teams on a project. + This role will be responsible for data accuracy and timely completion of all collateral processes. + Receive/Review incoming loan files for compliance with bank and federal guidelines. +… more
- Kestra Financial (Plano, TX)
- …and record keeping adheres to compliance standards. * Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance * ... Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage multiple and competing priorities daily in pursuit of business objectives. * Regular client interaction including appointment scheduling and correspondence;… more
- Broadridge Financial Solutions (Austin, TX)
- …delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge, ... we are committed to making a difference (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation… more
- Lactalis American Group Inc. (TX)
- …Dairy pricing strategies for all assigned categories for the customer + Work with broker team to manage execution of strategies + Work with Retail Team to ... effectively manage retail execution of all assigned category objectives for the customer + Responsible for maintaining files and business documentation as directed by Lactalis Heritage Dairy Policy & the CBT to thoroughly document business transactions with… more
- Broadridge Financial Solutions (Coppell, TX)
- …delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge, ... we are committed to making a difference (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation… more
- Harbor Group Management (Dallas, TX)
- …Participate in sell/hold/refinance decision making, assist with review of broker BOVs and capital transaction analysis, and monitor/address operations during ... the sale/refinancing process to ensure a successful outcome. + Effectively present information to and respond to questions from groups of executives, investors, lenders, and partners. Primary Requirements Include: + The successful candidate will have a strong… more
- AIG (Dallas, TX)
- …in a data-driven application . Conduct periodic client service meetings with underwriting, broker and client . Analyze and manage risk improvements of an account and ... work with the client to prioritize and implement them . Translate client needs and loss prevention strategies into a client service plan . Estimate of the cost of engineering services . Conduct reviews of field survey reports . Periodically conduct or witness… more
- Lincoln Financial (Austin, TX)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- Charles Schwab (Westlake, TX)
- …or the financial services industry + Expertise in IRS regulations in relation to broker /dealer reporting + Expertise in tax and cost basis reporting topics, such as ... impact of return of capital transactions, corporate actions, fixed income amortization/accretion, etc. + Expertise in either Schwab Blue or Green Tax or Cost Basis Systems + Highly motivated and results driven + Demonstrates excellent organization and time… more
- Broadridge Financial Solutions (Coppell, TX)
- …delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge, ... we are committed to making a difference (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation… more