- MetLife (Dallas, TX)
- …in portfolio surveillance and portfolio management meetings . Support the Portfolio Manager and Head of Equity Strategies / Debt Strategies in special ... Analyst Program offers broad exposure to a global insurance company and investments manager . The program is a 10-week hybrid experience. Summer analysts will develop… more
- SitusAMC (Dallas, TX)
- …closing process for loan originations and other credit investments. The Transaction Manager participates as a key team member in the overall loan origination ... clients worldwide and is a top 20 real estate manager globally with assets under management of $85 billion...a key growth area of the firm, with projected loan originations in 2025 of more than $5 billion.… more
- Bank of America (Houston, TX)
- …developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, ... managing a portfolio of existing credit relationships, and educating Advisors on...strategic lending opportunities * Timely deal execution in navigating loan process * Underwriting excellence with holistic knowledge of… more
- Comerica (Houston, TX)
- …credit training, Associates will perform the following underwriting responsibilities: Prepare loan approval packages, in partnership with Relationship Managers and ... Portfolio Managers, for credit decisioning. Provide complete analysis of loan approval packages for new credit requests, as well as annual reviews of existing… more
- Santander US (Dallas, TX)
- … relationship with a variety of customers by structuring and discussing recommended best loan plan. + Monitors department portfolio with having all financials up ... to date and ensuring portfolio . + Reviews loan inquiries and responds to client requests in case manager is absent. + Reviews past due report and notes… more
- SitusAMC (Dallas, TX)
- …United States. This role is responsible for the overall management of a client's portfolio once acquired acting as a primary point of contact for all portfolio ... a client. This position will oversee multiple servicers, trusts, and strategic portfolio initiatives simultaneously on behalf of a client across all asset classes.… more
- KeyBank (Dallas, TX)
- …individual will also partner closely with critical enterprise stakeholders including Loan Servicing, Commerical Mortgage, Compliance, and Finance. The Underwriting ... Manager must have significant experience closing, originating and/or managing...trend and business insights specific to the region's pipeline, portfolio , and clients. Assess underwriting risk and opportunities to… more
- Robert Half Finance & Accounting (College Station, TX)
- …analysis functions. This position is instrumental in maintaining the integrity of our loan portfolio and preventing loan losses. Responsibilities: * Oversee ... loan losses. * Oversee the full range of manager duties for the Credit Administration. * Conduct analyses...lending. * Ensure the policy and procedure of the loan portfolio are effectively managed. * Monitor… more
- Bank of America (San Antonio, TX)
- …an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain… more
- Zions Bancorporation (Houston, TX)
- …1. Credit Analyst 2. Associate, Officer (19-25 months)* 3. Assistant Vice President, Relationship Manager II / Portfolio Manager II (3 to 4 years)* ... prospect meetings + Underwrite financial analysis and credit packages + Participate in loan approval presentations + Review portfolio credit risk + Attend… more