- Oracle (Austin, TX)
- **Job Description** The Customer Success Manager (CSM) plays a critical role in ensuring clients achieve meaningful business outcomes through the effective adoption ... functionality, relevant industry standards, and common back-office processes (eg, Accounting , Inventory, Projects/Services) to advise on best practices and address… more
- JPMorgan Chase (Dallas, TX)
- …challenging the status quo, and striving to be best-in-class. As a Credit Risk Manager - Vice President in Asset Based Lending, you are responsible for managing an ... In this role you will have extensive interaction with clients, other product partners, internal and external legal counsel, lenders, consultants and investors. **Job… more
- Oracle (Austin, TX)
- …on two or more of the following: Finance Performance Management, Accounting , GL Reconciliation, Management Reporting & Analytics etc. Strong functional experience ... solution meets the customer's objectives by combining industry best practices, product knowledge, and business acumen. Exercises judgment and business acumen in… more
- Truist (Webster, TX)
- …**Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the ... time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell,...analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and… more
- KeyBank (Dallas, TX)
- …to meet their financial objectives and utilize the full breadth of Key's product platform which includes traditional bank products, investment banking and ... with knowledge and access to the breadth of Key's product platform which includes; investment banking, interim...a credit underwriter, credit officer and/or as a workout manager * Experience in a product role,… more
- Bank of America (Dallas, TX)
- …and underwriting new financing solutions across the Global Banking and Markets product spectrum. Job expectations may include assessing risk solutions which adhere ... profitability to provide high quality credit approval to Corporate Banking, Investment Banking, Global Markets, and Treasury + Exercises Delegated Approval Authority… more
- Fannie Mae (Plano, TX)
- …low-income housing tax credits. * Maintain overall responsibility for the investment review and approval process of proprietary investments including collaboration ... to ensure risk is mitigated and objectives are met within appropriate credit, investment and regulatory guidelines. * Coordinate with internal and external teams to… more
- Oracle (Austin, TX)
- …Delivery organization. Our Customer Success Presales Team provides NetSuite implementation, product and industry thought leadership during the sales cycle. They do ... prospect's business objectives and aligning those to our SuiteSuccess product offerings. This includes scoping, estimating, documenting, and communicating the… more
- Huntington National Bank (Houston, TX)
- …in the Renewables sector including wind, solar, storage and other forms of renewable investment . The REF team is seeking a talented and ambitious Sr. Portfolio ... Manager (Associate Director), and this role supports the Renewable...in development of marketing presentations and pitch books highlighting product solutions for client needs. + Identifies potential problem… more
- SitusAMC (Austin, TX)
- …flow between Borrower and Lender/Client along with the assigned asset manager , as necessary. + Manage monthly payment process inclusive of invoicing, ... multiple facilities, participants, etc. + Establishes and works with manager to draft and implement policies and procedures, monitors...and deadlines are achievable. + Perform QC on completed product and communicate results to team members. + Stay… more