- First Horizon Bank (Dallas, TX)
- …their customers one opportunity at a time. **Summary:** The Specialized Lending ACCOUNT MANAGER I (Loan Closing Officer - LCO) partners with the Relationship ... and the Syndication Team to facilitate the closing of new deals and subsequent amendments for syndications and participations...when to ask for help. + Maintain a healthy relationship with internal and external business partners. + Take… more
- Citigroup (San Antonio, TX)
- …managed. Focus for this position will be in assisting clients open a new Self-directed account with Citi Personal Wealth Management. **Responsibilities:** + ... if requested. + Accountable for identifying prospective clients interested in becoming new clients. + Responsible for executing specific client contact campaigns as… more
- Bank of America (Plano, TX)
- …servicing and protection of credit offerings for business banking, Global Wealth & Investment Management (GWIM), commercial and corporate clients as well ... records and indicative data + Performs administrative duties related to setting up new and/or modifying existing loans, maintains bookings on the systems of record,… more
- Bank of America (Dallas, TX)
- …Securities Settlement and Custody Operations group plays a significant role within Wealth Management Operations (WMO). The organization is responsible for Clearing & ... Bank distribution channels, servicing Private Bank Securities on PACE, Fund Relationship and Onboarding Mutual Fund & Alternative Investments.** **The Private Bank… more