- Truist (Dallas, TX)
- …bankers have expertise in strategic idea generation around add-ons and are fluent in product areas such as payments, leveraged lending , and M&A. Expertise in ... family office), to include driving revenue growth from payments, lending , and fees. Focus is on Mid to Small...from time to time. 1. Responsible for maximizing total product revenue and growth for clients within portfolio and… more
- Bank of America (Plano, TX)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Consumer- Product -Strategic-Analyst-III-US-Card-Secured-and-Student-Credit-Strategies\_25021552) ... models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and… more
- Bank of America (Houston, TX)
- …process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment. The ... and Investment Management risk appetite limits * Proactive identification of strategic lending opportunities * Timely deal execution in navigating loan process *… more
- Coinbase (Austin, TX)
- …and alignment. Attendance is expected and fully supported. The Institutional product group enables the foundations of Coinbase's institutional business supporting ... a number of different products, including Portfolio Margin, Trade Finance, Agency Lending , Bilateral Lending and more. Financing is incredibly important to… more
- Wells Fargo (Irving, TX)
- …of the enterprise that may require an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding ... that require solid understanding and an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding… more
- Citizens (TX)
- …include + Evaluates appropriateness of loan structure with Relationship Managers and Credit Product Manager as needed to meet client needs for new loans while ... credit file documentation in a paperless environment. + Applies credit skills, product knowledge, industry analysis, and sound judgment to assess and manage credit… more
- City National Bank (Austin, TX)
- …specialized business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Manages overall ... develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or...Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). WHAT DO YOU… more
- Bank of America (Plano, TX)
- …Treasury Management where applicable that have credit exposure, and leverages product expertise to deliver the best possible and optimally integrated strategic ... Officer (RAO), Client Manager (CM), Treasury Solutions Officer (TSO), and other product partners, when needed, to assess client needs, design integrated solutions… more
- PNC (Dallas, TX)
- …participate in STEM OPT for this position** The role will work within Home Lending Originations with Agile crews that solve for business problems related to First ... in crew ceremonies, such as daily stand ups, retros and demonstrations of product output. Obtain a deep understanding of the origination systems assigned to in… more
- CoStar Realty Information, Inc. (Dallas, TX)
- …proud of selling this service to clients and prospects who value a premium product ; keeping you ahead of the competition. **Role Overview** **As a Sales Executive ... Management:** Build and maintain strong, long-term relationships with CRE lending clients, ensuring exceptional service and identifying opportunities for expansion.… more