- Charles Schwab (Westlake, TX)
- …presentations and talking points. Examples include, quarterly business reviews, investor relations business spotlights, notes for leader speaker engagements and ... key meetings, summaries of information for leaders to cascade or action from select senior leadership meetings/ forums, support for various internal and external speaking engagements. + Consider various stakeholder audiences including: the Charles Schwab… more
- TEKsystems (Carrollton, TX)
- …with all guidelines and understand Freddie and Fannie Mae guidelines , investor guidelines Top Skills Details loan processor Additional Skills & Qualifications + ... 2-5 years of loan processing experience + Experience with guidelines in mortgage or Jr underwriter could work + Be able to identify documents, identify what a large deposit is + Need to know the standards of Fannie and Freddie Mae Guidelines ONSITE first shift… more
- Charles Schwab (Westlake, TX)
- …office 4 days a week. Preferred qualifications: + Understanding of investor and/or advisor audiences, philanthropic giving vehicles, and/or wealth management ... solutions. + Experience with project management and workflow tools such as Smartsheet and/or Workfront. In addition to the salary range, this role is also eligible for bonus or incentive opportunities **What's in it for you** At Schwab, you're empowered to… more
- PenFed Credit Union (San Antonio, TX)
- …while multi-tasking. + Maintain knowledge of federal, state, county or city, investor , insurer and internal laws, policies and procedures with regard to mortgage ... loan servicing including PenFed mortgage loan products. *This role is responsible for ensuring business continuity.* Qualifications An equivalent combination of education and experience is considered. + Bachelor's Degree or combination of education and… more
- Carrington (Plano, TX)
- …loss analysis findings directly with external investors providing opportunity for investor rebuttals. Accountable for analyzing multiple data elements in order to ... apply the proper decision rationale and attaching evidentiary information to accurate written summaries. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates.… more
- Charles Schwab (Westlake, TX)
- …for stakeholders across the organization, including the CFO, Board of Directors, Investor Relations, and others. Within Corporate FP&A, the Revenue Forecasting team ... is responsible for forecasting revenues across the entire company. Since Schwab's revenue model is highly complex and dependent on several dynamic macroeconomic factors, the Revenue Forecasting team plays a crucial role in helping senior leadership understand… more
- Carrington (Plano, TX)
- …support. Perform all duties in accordance with the company's policies and procedures, investor guidelines, all US state and federal laws and regulations, wherein the ... company operates. The target pay range for this position is $90,000.00/yr - $100,000.00/yr. **What you'll do:** + Lead project management for implementation of system enhancements or conversions impacting core servicing operations. + Analyze and validate… more
- Innovapptive (Houston, TX)
- …focused exclusively on enterprise software, data and technology-enabled businesses. Existing investor Tiger Global Management also participated in the round. Vista ... is a leading global investment firm with more than $96 billion in assets under management as of December 31, 2022. The firm exclusively invests in enterprise software, data and technology-enabled organizations across private equity, permanent capital, credit… more
- United Airlines (Houston, TX)
- …Financial Planning & Analysis, Internal Audit, Treasury, Global Procurement, Controllership, Investor Relations and more. These teams provide the financial fuel that ... keeps our operation running from providing detailed analyses of financial planning, performance, and forecasts to managing our investments and financial strategies. Our Finance team plays an integral role in making our airline profitable and successful by… more
- American Heart Association (Dallas, TX)
- …Contribute to fundraising and capital deployment strategy: support preparation of investor materials, participate in capital raising efforts, and actively manage ... fund flows and deployment pace. **Qualifications** + Bachelor's degree or equivalent work experience. + Five (5) plus years of professional experience in impact investing, private equity, venture capital, debt finance, structured investments, or a hybrid… more