- Regions Bank (Houston, TX)
- …and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory ... in commercial or consumer banking, trust investment or wealth management + Or High School Diploma or GED and eleven (11) years of financial services industry… more
- PennyMac (Plano, TX)
- …of FNMA/FHLMC, FHA, and VA program guidelines + Experience analyzing financial statements for high net worth borrowers + A thorough understanding of cash ... of Non-QM lending guidelines, a proven track record of success in managing high -performing teams, and a strong commitment to quality and compliance. The role is… more
- PennyMac (Plano, TX)
- …level items and document system of record with actions taken + Manage high volume, high net worth , complex client accounts + Review pipeline of all loans ... within assigned client segment for invalid stipulations or identification of alternative solutions + Identify and resolve client issues/friction and escalate to management as appropriate + Manage individual service level agreements and turn times on all loans… more
- AIG (Dallas, TX)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... and renewal business. + As a senior member of the team, you will set a high standard of customer service to brokers and clients - providing an example for junior… more
- City National Bank (Houston, TX)
- …(PWS) team, and is responsible for expanding CNR's relationships with its financial advisors, high and/or ultra- high net - worth (H/UHNW**) clients and ... prospective clients. Helps to attract new prospective clients to CNR by partnering with field business development officers. Initially support Senior Wealth Strategists throughout the planning process, with the ultimate goal of independently working on… more
- AIG (Dallas, TX)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... It will be essential to build effective relationships with brokers and to deliver a high standard of customer service as an example for the team to follow. . People… more
- AIG (Houston, TX)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... It will be essential to build effective relationships with brokers and to deliver a high standard of customer service as an example for the team to follow. + You… more
- Citigroup (Irving, TX)
- …and appropriateness of risk ratings and classifications of corporate, commercial, and high - net worth relationships. Meet with stakeholders to conduct ... business reviews. Identify and define risk management strategies and credit risks; perform accounting, financial management, and financial modeling. Review and assess effectiveness of existing credit risk controls for assigned businesses. Evaluate business and… more
- Citigroup (Irving, TX)
- …Develop Customer Engagement journeys in Citi's Private Banking Mobile application for high net - worth private banking clients. Drive end-to-end delivery ... by participating in full Software Development Life Cycle involving Requirement Grooming, Design, Development, User Acceptance Testing, Production deployment, Friendly User Testing, and Customer Launch Support during the critical care period. Conduct automated… more
- World Insurance Associates, LLC. (Houston, TX)
- …resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human ... capital and payroll outsourcing, and retirement financial services. Qualifications + Must have proven experience with a range of insurance solutions to bring value to clients + Must be willing to become each client's trusted risk management advisor and bring… more