- DriveTime (Fort Worth, TX)
- …to create long term solutions to help customers maintain the quality of their loan while providing excellent levels of customer service. In long, you will: - Provide ... positive relationship with customers - Maintain positive working relationships with the Loan Servicing team - Meet or exceed production goals - Performs other… more
- Bank of America (Frisco, TX)
- Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - West Frisco Financial Center Frisco, Texas **Job Description:** At Bank of ... about helping clients reach their financial goals, join Bank of America's ** Advisor Development Program** and become an investment specialist in one of over… more
- Bank of America (Dallas, TX)
- Private Client Advisor II Dallas, Texas **Job Description:** This role is responsible for new client acquisition, deepening client relationships and building upon an ... and external network to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and partners across the enterprise… more
- Bank of America (Dallas, TX)
- Merrill Financial Solutions Advisor : Greater Dallas Market Frisco, Texas;Dallas, Texas **Job Description:** Merrill Wealth Management is a leading provider of ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain… more
- JPMorgan Chase (Dallas, TX)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... chief point of contact throughout the life of the loan while the Home Lending team supports you by...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a… more
- Travelers Insurance Company (Richardson, TX)
- …- $66,100.00 **Target Openings** 17 **What Is the Opportunity?** As an Insurance Advisor Trainee, you will learn to serve as a personal insurance advisor ... As a result, InsuraMatch requires that all InsuraMatch Insurance Advisor Trainees obtain and maintain an insurance license (either...subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it… more
- Bank of America (Crowley, TX)
- Credit Solutions Advisor - Stonegate Crowley, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain… more
- Truist (Dallas, TX)
- …the following job description:** The International Wealth Management (IWM) Wealth Advisor 3 serves the Non-Resident/Foreign Nationals client segment including PEPs, ... a portfolio of approximately 25-50 clients. A IWM Wealth Advisor 3 develops and maintains a portfolio of important...book of business. Seek to grow AUM, Deposits & Loan portfolios through outside & internal referrals. 4. Provides… more
- Bank of America (Dallas, TX)
- Private Client Advisor II Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain… more
- PNC (Dallas, TX)
- …to the company's success. We are looking to hire a Credit Risk Review Advisor Senior in Credit Risk Review within PNC's Independent Risk Management organization. The ... senior management and PNC's Risk Committee of the Board of Directors. As CRR Advisor Senior you will join a highly skilled team providing independent assessments of… more
- Bank of America (Fort Worth, TX)
- Financial Solutions Advisor - Consumer Investments- Peninsula Area San Mateo, California;San Mateo, California; Fort Worth, Texas; San Francisco, California; Foster ... specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are...the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry… more
- Bank of America (Dallas, TX)
- Financial Solutions Advisor - Consumer Investments - Dallas Area Dallas, Texas;Dallas, Texas; Midlothian, Texas; Cedar Hill, Texas; Dallas, Texas; Desoto, Texas; ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain… more
- Morgan Stanley (Dallas, TX)
- …(Word, EXCEL, Outlook, PowerPoint) * Achieve high levels of Client and Financial Advisor satisfaction * Proactively manage loan escalations as needed to ensure ... Clients First" by listening to client needs; understanding the loan transaction; managing expectations; and providing transparent client/partner communication and… more
- Capital One (Plano, TX)
- …seeking a senior leader within the BRO to lead the delivery team supporting Loan Servicing. This leader will ensure that our core capabilities to identify, manage, ... and resolve risk in the Loan Servicing Line of Business is continuously improving. The...Servicing's Leadership Team and act as their primary risk advisor . The leader will be responsible for ongoing management… more
- Capital One (Dallas, TX)
- …clients. + In addition to being the primary point of contact and key financial advisor for the client, the Banker is also accountable for developing new business. + ... in order to generate high quality new deposit and loan business from existing clients in order to achieve...Evaluates risk and compensating demand deposit balances of each loan in order to properly price loan … more
- Truist (Dallas, TX)
- …for Affordable CRE transactions. In this capacity the banker will act as a trusted advisor for Truist's clients, this role goes beyond the economics of a deal and ... housing. + Market Fannie Mae, Freddie Mac, and FHA loan programs to current and potential new borrowers. +...provided by Grandbridge/Truist. + Perform preliminary underwriting of the loan and properly identify the most probable lenders. +… more
- Commerce Bank (Dallas, TX)
- …with the objective to acquire new business + Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring a ... risk and enhance profitability + Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation,… more
- Bank of America (Dallas, TX)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain ... or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support** + SAFE ACT Registration; ADV-2B Required +… more
- Travelers Insurance Company (Richardson, TX)
- …Engage specialty resources as needed to achieve optimal resolution (Dial-a-doc, physician advisor , peer reviews, MCU). + Partner with Claim Professional to provide ... subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it...Program. When you make a payment toward your student loan , Travelers will make an annual contribution into your… more
- Audacy (Dallas, TX)
- …away/vacation days, personal, parental, volunteer), 401(k) retirement plan, student loan payment assistance program, legal assistance, life assistance program, ... has coached employees at all levels, and is quick to become a trusted advisor . The ideal candidate has deep experience working with unions, in employee relations,… more