- Bank of America (Houston, TX)
- …and Investment Management risk appetite limits * Proactive identification of strategic lending opportunities * Timely deal execution in navigating loan process * ... meet client needs * Experience advocating for new credit opportunities by pre-screening lending requests and structuring creative loan solutions to meet goals of the… more
- JPMorgan Chase (Plano, TX)
- …Salesforce Software Engineer III at JPMorgan Chase within the Consumer and Community Banking-Home Lending team, you serve as a seasoned member of an agile team to ... Certifications required **Preferred qualifications, capabilities, and skills** + Agentforce Specialist Certification preferred + Data Cloud exposure and certification… more
- Charles Schwab (Westlake, TX)
- …site in the specified locations. This Financial Planner position is a specialist supporting broader Investor Services organization and is primarily responsible for ... planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help. The Financial Planner works with… more
- Truist (Dallas, TX)
- …to "pitch" various execution options. Need to be able to act as product specialist across an array of various products (most importantly understanding Fannie Mae and ... CoStar, Trepp and Argus. + Deep understanding of Fannie Mae and Freddie Mac lending programs. + Seven years of relevant experience within the commercial real estate… more
- Citigroup (Dallas, TX)
- …in core product areas: investment management, capital markets, and banking & lending + Create sales and marketing strategies designed to generate revenue growth ... on new business opportunities with existing clients + Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects +… more