- Charles Schwab (Westlake, TX)
- …planning, charitable giving, estate planning, active investing or managing banking and lending needs, Planning can help. The Financial Planning Group works with ... partners to provide comprehensive financial planning services for clients and prospects seeking advice on how to reach multiple goals. The plan includes a customized analysis to address financial goals, such as: retirement, college, risk management, asset… more
- Citigroup (Irving, TX)
- …+ Knowledge of Business Processes, Systems, and Tools used in Commercial Lending Operational processes + Reasonable knowledge of Loan Products and Loan Services. ... + Ability to manage, improve, and design processes and standard operating procedures, as well as analyze process and procedure impacts to related controls and training. + Awareness of risk types, policies and control measures, and related processes + Extensive… more
- Intuit (Plano, TX)
- …2-3 years managing a high performing team in a fintech, payment processing, lending , or online banking operations organization with experience in small business or ... commercial underwriting. + A coach that loves developing people, embraces empowerment, accountability, and a high-performance culture creating a team that is constantly seeking new ways to deliver value and a better customer experience. You have a track record… more
- Intuit (Plano, TX)
- …years of experience in servicing or operations, ideally within fintech, credit cards, lending , or financial services + Proven track record of managing teams through ... growth and transformation + Strong process design and systems thinking capability, with comfort navigating multiple servicing tools and platforms + Skilled at influencing cross-functional partners and driving alignment in complex environments + Executive… more
- Truist (Dallas, TX)
- …and Argus. + Deep understanding of Fannie Mae and Freddie Mac lending programs. \#Dallas #Atlanta #Charlotte **General Description of Available Benefits for Eligible ... Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering… more
- First Horizon Bank (Dallas, TX)
- …capabilities to meet these needs * Maintain a thorough knowledge of bank's lending policies and regulatory requirements * Add value to relationships by providing ... consultative advice when appropriate and introducing clients to new ideas and concepts relative to financing alternatives, balance sheet management, risk and treasury management. * Participate in trade associations that promote the bank and enhance knowledge *… more
- Zions Bancorporation (Houston, TX)
- …combination of education and experience. + Proven success in private banking, lending , or other directly related experience in financial services. + Strong knowledge ... of banking products, credit structuring, and relationship management. + Excellent communication, negotiation, and customer service skills. + Proficiency with Microsoft Office and banking systems. **Benefits:** + Medical, Dental and Vision Insurance - START DAY… more
- Bank of America (Dallas, TX)
- …Wealth & Investment Management line of business on high net worth lending products, services, and regulatory matters including securities based loans, unsecured ... Analyzes legal issues and implications related tohigh net worth lending products and services + Provides legal support in...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- First Horizon Bank (Dallas, TX)
- …seeking or receiving lines of credits or loans to ensure compliance in lending procedures, assessment of the adequacy and quality of collateral and to detect ... or borrower limitations to deal team and Field Exam Manager on how the exam is progressing and provide...exam is progressing and provide periodic updates to other lending and credit personnel as needed. + Schedule assigned… more
- BMO Financial Group (Austin, TX)
- …target architecture and standards for a business domain like Deposits, Cards, Lending , Channels, etc. + Drives **technology strategy and roadmaps** of business ... functional areas of the Bank (eg, Channels, Sales/Marketing/CRM, Commercial Lending , Collections) + 15 years of IT experience with...coding + DBA, Data modellers + Project or Program Manager + Business analyst, Data analyst, System Analyst or… more