- JPMorgan Chase (Richardson, TX)
- …Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. ... providing financial advice with a focus on client experience and risk management , while focusing on acquiring new relationships, retaining and deepening existing… more
- Regions Bank (Dallas, TX)
- …+ Supports Credit Products Associates and Product Managers with servicing and portfolio management activities + Successful candidates will be expected to ... Products Analyst works as part of the credit and underwriting analysis team in support of various client coverage...group and bankers in the origination and execution of underwriting and analysis projects. This role will support teams… more
- Anywhere Real Estate (San Antonio, TX)
- …Title Examiner** . Anywhere Integrated Services is a full-service title, settlement, underwriting and vendor management services company serving real estate ... + The ability to communicate effectively with escrow staff, underwriting attorneys and members of the title department. +...nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in… more
- JPMorgan Chase (Houston, TX)
- …for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and manage internal and external client ... diligence required for loan file + Assist in transition from screening to underwriting + Maintain loan file, applicable checklists, and any documents required +… more
- UMB Bank (Abilene, TX)
- …Relationship Officers are responsible for helping grow the Business Banking loan portfolio , and selling other related revenue generating services to clients. The ... team is made up of Business Banking Relationship Officers, Treasury Management Officers, Underwriters, Client Managers, and Analysts. This team manages Commercial… more
- Comerica (Frisco, TX)
- …+ Active role in the management and administration of granular portfolio of equity investments. This includes underwriting new investments; day-to-day ... Planning and Development Analyst Sr. The position is responsible for portfolio administration and projects related to Comerica Capital Advisors (stand-alone… more
- Truist (Houston, TX)
- …by offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective clients with $75MM to ... of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - II) should be differentiated based on years… more
- JPMorgan Chase (Plano, TX)
- …and skill** s + 3+ year of experience in Sales, Client Service, Portfolio Management support, or Operations + Exhibit excellent communication skills + ... you will support Trade Sales Officers in end-to-end ownership of a portfolio of clients and bankers. Your responsibilities will include developing trade business,… more
- Fifth Third Bank, NA (Dallas, TX)
- …the bank and delivering tailored financial solutions. In addition to insurance portfolio client relationship management , the role includes partnering with ... Treasury Management ) partners. . Responsible for the review and underwriting of credit requests and insuring appropriateness and satisfaction level of existing… more
- Citigroup (Irving, TX)
- …subject; Master's degree preferred + 10+ years in banking, wholesale credit risk management , internal audit, portfolio management , loan review or quality ... As part of Citi's Risk Management function, the Banking and International Risk (BIR)...effective credible challenge during QARs to Accountable Executive(s) and Portfolio Leads of the in-scope portfolios, as regards to… more