- City National Bank (Austin, TX)
- …overseeing documentation flow across underwriting and operations, handling lender self- reporting requirements, and coordinating regulatory audits and fraud ... streamline documentation workflows and improve efficiency. * Manage all lender self- reporting obligations to investors, government agencies (eg, Fannie Mae, Freddie… more
- Affinius Capital (San Antonio, TX)
- …affiliate companies, Affinius Capital invests across the risk spectrum for a global client base, managing over $63 billion in gross assets under management within a ... The Senior Associate, Corporate Finance assists with the financial accounting and reporting of the company's investment advisor business and related entities. This… more
- Citigroup (Irving, TX)
- …business insights data visualization artifacts using Tableau Desktop. + Analyze reporting requirements of regulators and senior management, and propose effective ... reporting and monitoring solutions. + Collaborate efficiently with Internal...and managing potential risk; implements controls that enhance the client experience and operational effectiveness. + Anticipates problems and… more
- Charles Schwab (Austin, TX)
- …service, marketing and product teams to create, implement and evolve our reporting solutions offering tangible, measurable client results. + Strong digital ... location(s). This individual must have a passion for the client and user experience, and the ability to balance...and able to independently lead major strategic initiatives. Strong client -focus is a must. Responsibilities: + The Product Manager… more
- Cushman & Wakefield (Houston, TX)
- …accurate and timely reporting + Coordinate and oversee on behalf of client , all tenant and building construction work to ensure timely and accurate completion of ... of a property (or group of properties) for a client and fulfilling the manager's obligations under the terms...required for a specific asset, C&W's best practices, and/or client requirements + Develop operating and capital budgets, track… more
- Enhanced Protection Services (Dallas, TX)
- …minimum requirements of the position. Other duties may be assigned: + Ensures client satisfaction and responds to any and all customer issues/concerns in a timely ... to make corrections as necessary. + Maintains current knowledge of client contracts and requirements. + Responsible for ensuring accurate documentation on… more
- UMB Bank (Dallas, TX)
- …them achieve their financial objectives. You will establish and grow full client relationships through direct prospecting, client referrals, and your network ... medical, dental, optometry, chiropractic and veterinary prospects and clients through client referrals, centers of influence & direct prospecting. + You will… more
- Burns & McDonnell (Houston, TX)
- …contracts, subcontractors, suppliers, procurement, proposals, estimates, documentation, turnover, client interface, field-based activities, and other duties required ... and others as required. + Collaborate with the Project Management team to build client relationships while interfacing with the client for proposal and project… more
- Raymond James Financial, Inc. (Dallas, TX)
- …advisors provide sound financial advice and counsel consistent with our client 's objectives, time horizon, and risk tolerance. AMP offers comprehensive education, ... and efficiently function in the Financial Advisor role: + Develop client pipeline by prospecting, networking, community involvement, centers of influence and… more
- WTW (Dallas, TX)
- …As a Health and Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the client ... by participating in new business activities and expanding existing client engagements. You will have the opportunity to position...+ This role will be on a Hybrid workstyle reporting to our local WTW office in Boston or… more