- DriveTime (Fort Worth, TX)
- …of repossession vendors while ensuring confidentiality of the company's operations, portfolio , customer information, and technology + Provide guidance to recovery ... repossession efforts within defined SLAs, and when necessary, escalate fees to management with business justification for approval + Conduct account level audits and… more
- Truist (College Station, TX)
- …Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor ... the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent… more
- Bank of America (Dallas, TX)
- …introducing broker and institutional Brokerage Services, and or alternative investments/large portfolio management + Knowledge related to retail and/or ... of responsibility, specifically focused on Special Investigations, Global Markets, or Global Wealth and Investment Management . In the investigative role, the… more
- Truist (Houston, TX)
- …Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management ) via a cash flow management /working capital ... and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio . 2. Fosters… more
- S&P Global (Dallas, TX)
- …**Responsibilities and Impact:** **The Impact:** S&P Global is seeking a motivated Specialist for Agent Services to work within the team administering the lending ... junior members of staff with any complexities within the deal/ portfolio + Interpreting the underlying legal documents to ensure...to ensure accruals and pricing mechanics are correct + Management of outstanding work items in line with expected… more