- Citigroup (Irving, TX)
- …control issues with transparency. + Develop and present action plans for assigned portfolio to Senior Management or 3rd parties. + Negotiate with customers ... Special Assets team responsible for the management of Citi's portfolio of classified assets. This is a highly analytical...family through complex deliverables. Applicants to this role should review the list of key responsibilities below as well… more
- Bank OZK (Dallas, TX)
- …components of the Program such as peer and/or panel bank analyses, portfolio credit loss modeling, allowance modeling, econometric modeling, interest rate ... analyses, and reporting. + Supports the development of new programs, including CECL, Credit Scorecards, and Portfolio Analytics. Knowledge, Skills & Abilities +… more
- Banc of California (Austin, TX)
- …as transitioning loans to Portfolio Management. This role will work closely with senior Bankers on new transactions. They will also be a key part of business ... There is a focus on credit analysis, credit application preparation and coordination with Portfolio ...Coordinate demo with GTM if needed. + Aggregate and review all fund documents required for EOI/CAR. + Prepare… more
- MUFG (Houston, TX)
- …with pitch books and other marketing material + Assist in the negotiation and review of legal documentation + Monitor existing portfolio for attrition and ... contribute to the Commodity & Structured Trade Finance business by working with senior Trade Finance Origination Officers in support of closing new deals and… more
- SitusAMC (Dallas, TX)
- …with policy, credit standards, and deal approvals + Oversee the review of environmental, engineering and other third-party reports as appropriate in coordination ... Bridge Lender of the Year in 2024. Currently the credit business comprises $7bn of Assets Under Management with...Manage documentation, closing, and syndication needs of a diverse portfolio of commercial real estate loans. + Provide subject… more
- HSBC (Houston, TX)
- …generation and effectively manage the financial reporting and analysis for the client portfolio + Provide marketing support to senior relationship managers in ... finance knowledge and financial modeling skills to assess corporate credit profiles + Develop a deep understanding of clients...+ Develop a deep understanding of clients in the portfolio , as well as sector themes and trends, identifying… more
- Citigroup (Houston, TX)
- …communication skills required in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the business and are likely ... physical and financial products + Assesses the adequacy of underwriting, portfolio management, collateral evaluation, and the reliability of asset classifications… more
- CIBC (TX)
- …loan and lease production. Once originated, this candidate will also manage the portfolio of loans and leases originated that have been originated. This role will ... calls, on-site presentations, and attendance at industry events + **Gather initial credit package information** for evaluation and act as client liaison through … more
- Citigroup (Irving, TX)
- …contributing to stress testing methodologies (transitional and physical), focusing on portfolio credit losses, integration of business/net-zero strategies, and ... risk models for credit assessment and stress testing, focusing on portfolio credit loss estimations. + Translate climate scenarios (regulatory and internal)… more
- City National Bank (Houston, TX)
- …THE OPPORTUNITY? Provide business development support to one or more Senior Investment Consultants through the identification of qualified independent Financial ... advisors to the CNR Private Investment Counseling Service including the CNR portfolio analysis and proposal process (Galaxy Software). Assist the Senior … more