- Truist (Bryan, TX)
- …**Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the ... activities may change from time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing… more
- JPMorgan Chase (Plano, TX)
- …team, you will assist in the management of a client portfolio of asset manager and fund exposures, serving as key coverage for those credit relationships and ... analysis and ongoing monitoring of exposure emanating from traditional bank lending products, structured financing as well as counterparty trading activities. Our… more
- Bank of America (Dallas, TX)
- …agencies. The Portfolio Specialist works together with the Credit Review Portfolio Manager (s) to establish and execute a risk-based coverage plan for a specific ... of key issues and emerging risks. Additionally, assist the Portfolio Manager (s) in preparing quarterly Business Assessment Reports and Coverage Plans; maintains… more
- Truist (Houston, TX)
- …(private equity and family office), to include driving revenue growth from payments, lending , and fees. Focus is on Mid to Small Cap sized institutional capital ... around add-ons and are fluent in product areas such as payments, leveraged lending , and M&A. Expertise in maximizing client engagement and delivering Truist's full… more
- JPMorgan Chase (Plano, TX)
- …management + Knowledge of real estate construction loans for a national lending organization to include solid understanding of loan structures or lending ... in construction cost estimating, architectural/engineering design services, real estate finance and financial construction risk administration is preferred + Five… more
- Public Storage (Plano, TX)
- …Storage's multi-billion dollar capital investment program. The position reports to the Manager of Real Estate Financial Analysis and works closely with the heads ... of Acquisitions, Development, and Lending to identify, underwrite, and prepare approvals for acquisitions,...decisions **Qualifications** + Bachelor's and/or Master's Degree in Accounting, Finance , Economics, or a related field + 0-2 years… more
- JPMorgan Chase (Plano, TX)
- …on individual client credit ratings, provide approval for all lending - and trading-related transactions, including operating exposures. Construction reasonable ... experience required: Either a 3-year or a 4-year Bachelor's degree in Accounting, Finance , Economics, or related field of study plus three (3) years of experience… more
- Bank of America (Houston, TX)
- …and writing credit approval memos for annual renewals and new lending opportunities. Key responsibilities include analyzing qualitative and quantitative data such ... client relationships **Required Qualifications:** + Robust understanding of corporate finance and accounting concepts + Excellent writing and verbal communication… more
- Bank of America (Plano, TX)
- …business knowledge and network by partnering with experts in small business, lending , and investments * Manages financial center traffic, appointments, and outbound ... Associate's Degree such as business management, business administration or finance * Bilingual skills in Spanish. Skills: * Adaptability...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Amarillo, TX)
- …business knowledge and network by partnering with experts in small business, lending , and investments * Manages financial center traffic, appointments, and outbound ... associate degree such as business management, business administration, or finance . * Bilingual Skills in Spanish (written and verbal)...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
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