• Structured Credit Executive - Private Bank

    Bank of America (Houston, TX)
    …Analysis * Influence * Pipeline Management * Portfolio Management * Problem Solving * Sales Strategy **Shift:** 1st shift (United States of America) **Hours Per ... Timely deal execution in navigating loan process * Underwriting excellence with holistic knowledge of the client relationship *...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (07/11/25)
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  • RIA Client Advisor, Central Region

    Neuberger Berman (TX)
    …and portfolio updates; offer clients accurate performance attribution, portfolio strategy , and market performance insights; summarize and explain complex financial ... seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective… more
    Neuberger Berman (06/18/25)
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