- Comerica (Dallas, TX)
- …with regulatory requirements of the Community Reinvestment Act (CRA), Home Mortgage Disclosure Act (HMDA) and Dodd Frank 1071. Independently manage assigned ... + Perform data integrity testing for Community Reinvestment Act (CRA) Home Mortgage Act (HMDA), and Dodd Frank 1071. Independently manage assigned testing… more
- PNC (Mcallen, TX)
- …a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. PNC Organizational Financial Wellness is a collaborative business segment ... establishing connections between clients and PNC partners (ie. PNC Investment, PNC Mortgage , and other consumer loan solutions) based on clients' financial needs and… more
- SitusAMC (Austin, TX)
- …banks, private equity investors, pension funds, secondary market guarantors, non-bank mortgage originators and servicers, among others. Essential Job Functions: + ... **Executive Engagement and Building Relationships ** : Build and maintain trusted relationships ...+ Other activities as may be assigned by your manager Qualifications/ Requirements: + Bachelor's or advanced degree required… more
- Fannie Mae (Plano, TX)
- …managers. The Multifamily Affordable Housing(MAH)Customer Engagement Team manages relationships with Affordable Lenders and Borrowers, while marketing Affordable ... Multifamily housing mortgage loan products. The Director role within the MAH...customer needs, respond to customer requests, and maintain customer relationships . Participate in formulating strategies to achieve corporate and… more
- PNC (Mcallen, TX)
- …a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. PNC Organizational Financial Wellness is a collaborative business segment ... wellness advice and solutions to clients and consumers. As a Relationship Manager I - Financial Wellness Consultant you will develop and uncover collaborative… more
- Zions Bancorporation (Pearland, TX)
- …and resolve client services concerns. + Execute the sales discovery process and manager client relationships . + Conduct assessments with clients to determine ... TX** . In this role, you'll provide outstanding service, build lasting relationships , promote our financial products, and drive sales performance. This role offers… more
- Bank of America (Mckinney, TX)
- …needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice ... will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor… more
- Bank of America (College Station, TX)
- …needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice ... will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor… more
- First Horizon Bank (Dallas, TX)
- …and recurring field exams performed on Business Credit and Commercial Banking relationships . Prepare a detailed report of examinations findings for distribution to ... field exams performed on Business Credit and Commercial Banking relationships . + Identify and report recommendations and issues when...or borrower limitations to deal team and Field Exam Manager on how the exam is progressing and provide… more
- PNC (Austin, TX)
- …business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and ... investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to… more