- Grant Thornton (Dallas, TX)
- …and distribution processes, ensuring accurate allocation of cash flows and timely investor communication. + Maintain and reconcile investor capital accounts, ... including tracking commitments, contributions, preferred returns, and carried interest. + Collaborate with external auditors and tax advisors to support year-end audits and K-1 preparation. + Lead and mentor a team of fund accountants, providing guidance,… more
- Grant Thornton (Dallas, TX)
- …call and distribution processes, ensuring accurate tracking and reporting of investor activity. + Maintain investor capital accounts, including commitments, ... contributions, preferred returns, and carried interest. Analytically review monthly/quarterly investment and fund performance data + Take ownership of the NAV production and dissemination delivery + Prepare and review financial statements for funds + Work… more
- PennyMac (Carrollton, TX)
- …environment. The Senior Business Control Specialist will : + Utilizing investor guidelines, research repurchase claims and defects from investors/insurers to ... & procedures related to all production functions + Complete research on investor requirements to support recommendations + Perform frequent review of competitor… more
- Intiva Health (Austin, TX)
- …of key areas including but not limited to: financials, sales and marketing, investor relations, supply chain, tech stack, vendor relations, and legal + Manage key ... of key areas including but not limited to: financials, sales and marketing, investor relations, supply chain, tech stack, vendor relations, and legal + Manage key… more
- Omnicell (Fort Worth, TX)
- …proposals and financial models that resonate with board-level and investor audiences. + Analyze industry disruptions, competitive dynamics, and regulatory ... presence with a track record of influencing C-suite, Board, and investor stakeholders. + Demonstrated history of achieving double-digit, multi-year revenue growth… more
- KeyBank (Dallas, TX)
- …of all required closing due diligence documents required by KeyBank and/or the investor . Compliance is part of every transaction completed with closers taking a ... to complying with applicable laws, lending regulatory requirements, as well as investor requirements. This includes the Closer utilizing software tools such as… more
- First Horizon Bank (Houston, TX)
- …: Underwrites residential mortgage loan applications according to agency, investor , regulatory and internal First Horizon guidelines. Analyzes all aspects ... * Comply with bank policies and procedures, regulatory requirements, and investor /internal guidelines. * Effectively communicate with sales and operations partners… more
- Bank OZK (TX)
- …loan status and progress to the customer. + Analyze property appraisals for Investor compliance. + Travel on Bank business. + Regularly exercise discretion and ... Abilities + Knowledge of lending criteria/business needs, lending systems, and regulatory/ investor lending guidelines + Knowledge of loan origination needs and… more
- Mill Creek Residential (Dallas, TX)
- …investment model insight and recommendations to key stakeholders. + Prepare investor presentations and property operating performance and investment return metrics. ... Experience modeling property cash flows and historical and projected GP-LP investor waterfall returns. **Preferred Qualifications** + Understanding of and ability to… more
- First State Bank (Celina, TX)
- …for originating residential mortgage loans in accordance with bank policies, investor guidelines, and regulatory standards. This role requires expertise in ... compliant loan origination. + Remain informed on current industry regulations, investor requirements, and product changes to provide accurate guidance to borrowers… more