- Zions Bancorporation (Houston, TX)
- …of assignment are being followed. + Will play a dual role between serving the client and controlling risk in the portfolio . + Responsible for reviewing the ... and operational reports to determine the appropriate risk grade for each Client in their portfolio . + Assist in administering any workout plan along with the… more
- Banc of California (Austin, TX)
- …team prior to loan closing to prepare for the seamless transfer of the new client into Portfolio Management. + Proactively track performance of client ... Prepare reports and summaries to keep management informed on portfolio performance, as required. + Communicate with client... portfolio performance, as required. + Communicate with client and or supervisor to anticipate potential loan issues… more
- CBRE (Dallas, TX)
- …spaces. + Measure work environment efficiency, effectiveness, and expression. Participate in client meetings and present portfolio , occupancy, and space data ... Portfolio and Occupancy Analyst Job ID 217905 Posted...global cross-functional teams to create strategic deliverables for a client in the Technology, Media and Telecom sector. **What… more
- HUB International (Irving, TX)
- …Our commitment to tailoring solutions means we create a unique strategy for each client and portfolio . **Why Choose HUB?** Throughout our network of more than ... clarifying the customer's complaint, determining the cause, and offering solutions. + Client relationship management. + Manage all details associated with a new… more
- Robert Half Finance & Accounting (Dallas, TX)
- …review of property level funding requests, forecasted cash activity and client distributions requirements. * Calculate portfolio investment returns, Assets ... Description Leading Real Estate Investment firm in Dallas seeks to hire Portfolio Accountant to join the team in a multi-faceted role. Portfolio Accountant will… more
- ADP (El Paso, TX)
- … client advocate. + Maintain a comprehensive understanding of your dedicated client 's group health portfolio and other ADP services and coordinate ... providing proactive, consultative education and support, and ultimately driving exceptional client satisfaction, loyalty, and retention. The nature of what you do… more
- Truist (Dallas, TX)
- …services). Ensure an integrated and seamless approach to developing, servicing and enhancing the client portfolio . Serve as an advocate for clients with the IRM ... review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass… more
- First Horizon Bank (Fort Worth, TX)
- …assigned market region of a complex nature. **Key Responsibilities Include** + Maintains a client portfolio for the bank + Expand existing client ... alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions + Ensures client adherence to covenants with… more
- BrightView (Southlake, TX)
- …or concerns as needed + Ensure renewals of each account within the assigned client portfolio + Proactively listen to potential site enhancement needs of existing ... for clients. This role builds long-term relationships that fosters client satisfaction and retention, grows the portfolio ...fosters client satisfaction and retention, grows the portfolio the right way through ancillary sales and price… more
- MUFG (Irving, TX)
- …development regarding variations in behavioral patterns and business practices in assigned client portfolio (s). Assist the assigned AML Department Manager in ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...of the assigned AML Department Manager, conduct analysis on portfolio patterns and trends to assist AML, fraud, and… more