- Keurig Dr Pepper (Frisco, TX)
- …policy and procedures. + Ensure adherence to procedures and timely processing of credit memos, offset balances, repaid deductions, check requests, and other tasks as ... - Team First / Be Fearless and Fair** + Share information with reporting manager , team, and peers. **Participate in monthly team meetings** . + Communicate issues,… more
- Simplot (Taft, TX)
- …in establishing customer financial records and collaborate with the Area Financial Services Manager in the establishment of credit and resolution of credit ... We are a true farm-to-table company with an integrated portfolio including food processing and food brands, phosphate mining,...led under the general direction of the Area Sales Manager , who provides support and leadership to all Crop… more
- Textron (Fort Worth, TX)
- …Textron is a renowned global multi\-industry company with a diverse portfolio spanning aerospace and defense, specialized vehicles, turf care, and fuel ... due and disputed items\. + Provide weekly reporting to Manager and/ or BU's of AR account status and...reconciliation of customer accounts\. + Review all debit / credit memos for offsets to keep accounts accurate\. +… more
- Black & Veatch (Dallas, TX)
- …report to the Pursuits Leader of the Governments & Communities Water Solutions Portfolio . They will be responsible for collaboration with client-facing teams to plan ... proposal and interview responses. Working closely with the Water Solutions Portfolio Leader, they will aid in guiding winning strategies including client/market… more
- Comerica (Dallas, TX)
- …to existing customers. Works closely with TM Sales Officer and Relationship Manager to understand the client's business environment, strategies and industry to ... peer results and new / enhanced treasury management products to identify portfolio sales opportunities. Sales Support Prepares, organizes and responds to Request for… more
- US Tech Solutions (Houston, TX)
- …Identify delinquent accounts and take action to prevent reoccurrence and/or escalate to Credit Manager , Sales and Operations as needed. + Collaborate with ... duplicate, and over-payments, and submit refund requests to Collections Manager where applicable. + Review aged credit ...minimum of 3-5 years in collections. **Skills:** + Average Portfolio size 15M+/ 1500+ invoices. Must have experience in… more
- PNC (Dallas, TX)
- …development on-the-job and formal classroom learning including an intensive 8-week credit training program designed to establish PNC's core competencies. Analysts ... segments: + Asset & Liability Management segments: Chief Investment Office - Portfolio Management and Hedging andCorporate Treasury + Capital Markets Group segments:… more
- First Horizon Bank (Houston, TX)
- …customers one opportunity at a time. **Summary:** The Specialized Lending ACCOUNT MANAGER I (Loan Closing Officer - LCO) partners with the Relationship Officers, ... Portfolio Managers and the Syndication Team to facilitate the...Participant/Investor. The LCO ensures all documents support the approved credit request for a timely and well-coordinated closing. These… more
- Bank of America (Plano, TX)
- …procedures and facilitate closings with business partners, client managers and portfolio officers. Interfaces with third party administrative agents, legal counsel, ... Acts as the primary point of contact between business partners/client managers/ portfolio officers and operations teams for syndicated loan transactions. Responsible… more
- Comerica (Irving, TX)
- …financial wellness conversations to add value to customers relationships. Support consumer portfolio management efforts to retain, expand and increase the number of ... portfolio customers in the banking center. Assist in community...oversee banking center activities in the absence of Banking Manager . Consistently assess needs and add value to customers… more