- CBRE (Houston, TX)
- …to assigned loan producers and clients. Work with loan servicing company to meet client needs and requests. + Prepare various portfolio monthly and quarterly ... research and financial analysis of multifamily properties, loans and portfolios for Portfolio Managers within the asset and risk management of multifamily agency… more
- Citigroup (Houston, TX)
- …+ Collaborate with internal credit teams on credit reviews including assessment of portfolio risk, liquidity of client positions, credit limits and risk appetite ... Vice President is an intermediate level position responsible for client engagement, credit structuring, and deal execution in coordination...related experience to increase and improve deal flow and client engagement + Take a lead role in fostering… more
- Zions Bancorporation (Dallas, TX)
- …managers for new and existing clients. + Ensures high levels of client satisfaction through effective team management, portfolio oversight, and service ... Guides the team in developing, generating, and following up on new client leads through existing clients and interdepartmental referrals. + Supports Relationship… more
- Atlas (San Antonio, TX)
- …and responsiveness. Coordinate with other market and regional leaders to manage a portfolio of advanced tech client accounts. Understand and be able to ... internal service line leaders to match capabilities to emerging client needs and industry trends. + Client ...emerging client needs and industry trends. + Client Relationships and Account Management: Develop and strengthen relationships… more
- NTT DATA North America (Plano, TX)
- …Partner with practice leaders to build AI offerings tailored to verticals, domains, and client problems. + Develop and manage a portfolio of reusable assets, ... solution adoption. Sales & Field Enablement + Design enablement programs to train client teams, industry leaders, and alliance managers on OpenAI value, use cases,… more
- Xerox (San Antonio, TX)
- …results. + High level of outbound outreach to generate interest in IT Solutions portfolio , gaining interest from client in a future conversation to scope details ... Xerox is continuing its legacy of innovation to deliver client -centric and digitally-driven technology solutions and meet the needs...of opportunity + Sell Xerox's full portfolio - print, cloud, security, and IT services. +… more
- Charles Schwab (Austin, TX)
- …service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues. This role ... specified location.** Schwab's Wealth Advisory team embodies our firm's commitment to client -centric approach. Schwab Wealth Advisory is a premier, fee based and… more
- Ensono (Houston, TX)
- …documentation, production support, optimization & monitoring + Ensuring that the client 's infrastructure and its services are up and running meeting predefined ... high-risk situations + Assisting in building capabilities within the portfolio /span of control to meet demands as per the.../span of control to meet demands as per the client or stakeholder context + Assisting with adjusting the… more
- Optiv (Dallas, TX)
- …+ Clearly articulate how the necessary elements of the Optiv technology and services portfolio meet the specific needs of the client stakeholders. + Collaborate ... with the internal Optiv teams, particularly service delivery liaisons, to align client expectations with the assigned specialty solution portfolio to ensure… more
- Bank of America (Dallas, TX)
- …to deliver the best possible and optimally integrated strategic solution for the client or prospect. The role is balanced between analysis of clients and prospects ... credit solutions, and the active management of asset quality. Client facing, the CPO collaborates with the Client...Products Manager (CPM) and will be aligned to 1-3 Portfolio Management Officers (PMO), serving as a mentor/coach. J… more