- Amerant Bank (Houston, TX)
- …uncollected and significant balance change reports. Ability to originate new credit requests (consumer and small business and/or residential mortgages) and respond ... Identify, evaluate, monitor and make any recommendation deemed necessary to the Risk Management Committee in order to assess, reduce, eliminate or control any… more
- PNC (Houston, TX)
- …and have an opportunity to contribute to the company's success. We are looking to hire a Credit Risk Review Advisor Senior in Credit Risk Review ... Additional locations may be considered. The primary objective of Credit Risk Review (CRR) is to conduct... Committee of the Board of Directors. As CRR Advisor Senior you will join a highly skilled team… more
- Truist (Houston, TX)
- …asset management, personal trust and estate planning, insurance and risk management services, consumer/commercial credit , residential lending, commercial ... planning, asset management, personal trust and estate planning, insurance and risk management services, consumer/commercial credit , residential lending, CRE, and… more
- Truist (Houston, TX)
- …track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Bank of America (Houston, TX)
- …Solutions Advisory + Customer and Client Focus + Referral Identification + Risk Management + Client Experience Branding + Credit Documentation Requirements ... Business Solutions Advisor - HWY 6 and Bissonnet Houston, Texas...goals. Job expectations include effectively balancing sales performance, operational risk , and client relationship care by leveraging specialized expertise.… more
- Bank of America (Houston, TX)
- …needs + Advocates for clients and prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, ... Private Client Advisor Houston, Texas **Job Description:** At Bank of...Sources new clients in alignment with the bank's established risk appetite + Leads the client team to deliver… more
- PNC (Houston, TX)
- …successful in this position. **Preferred Skills** Client Prospecting, Client Relations, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial ... to contribute to the company's success. As an Investment Advisor within PNC Investments, you will be based in...that information in creating customized customer solutions. + **Managing Risk ** - Assessing and effectively managing all of the… more
- AVEVA (Houston, TX)
- …**.** **About the Role:** The HR Advisor is responsible for supporting the end-to-end ... model, provide support to staff to ensure achievement of operational targets and risk mitigation. + Ensure all statutory reporting is completed accurately and on… more
- Morgan Stanley (Houston, TX)
- …its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement ... lending. Job Description/Position Responsibilities: . Partner with Private Banker and Financial Advisor /Private Wealth Advisor to support the Firm's goal of… more
- PNC (Cypress, TX)
- …+ As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal ... from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage...analysis, negotiation and documentation of credit and non- credit products and services. + Manages risk /return… more
- Fifth Third Bank, NA (Houston, TX)
- …concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk , and priced accordingly. ... assigned clients and prospects. This position requires a strong understanding of credit , commercial products and financial statement analysis, in order to offer… more
- Wells Fargo (Houston, TX)
- …customers and company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational, Regulatory Compliance), ... at wellsfargojobs.com . **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such as providing service… more
- First Horizon Bank (Houston, TX)
- …the bank + Work with the Management and Underwriters to analyze the credit strengths and weaknesses of prospective borrowers and make loan decision recommendations, ... preparation of Loss Given Default, Probability of default and Risk Adjusted Return on Capital models at time of...deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter + CRM and Under Writer… more
- Truist (Houston, TX)
- … administration and compliance) to implement the company's risk management practices, policies and procedures. **Qualifications** **Required Qualifications:** ... Group (MSG) is nationally focused business comprised of Medical Wealth Advisor Associates, Medical Wealth Advisors and Medical Relationship Managers, who provide… more
- Truist (Houston, TX)
- …in SalesForce, create meeting agendas and summaries. 5. Manage the financial advisor 's calendar to maximize the appointments' productivity by minimizing travel time ... client correspondence and perform maintenance of client records. 11. Mitigate risk through appropriate authentication standards. This includes the authentication of… more
- RELX INC (Houston, TX)
- …Anti-Money Laundering/Counter Terrorist Financing, Identity Authentication & Verification, Fraud and Credit Risk mitigation and Customer Data Management. You can ... About the Business LexisNexis Risk Solutions is the essential partner in the...both technical and non-technical audience. Serve as a trusted advisor to the customer in implementation and process decisions.… more
- Deloitte (Houston, TX)
- …the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... Credit + IRC section 45V Clean Hydrogen Tax Credit + Preparation of tax returns and provide advisory...range from tax planning to tax compliance, controversy, and risk management, including tax credits, government incentives, and tax… more
- Deloitte (Houston, TX)
- …the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... Credit + IRC section 45V Clean Hydrogen Tax Credit + Preparation of tax returns and provide advisory...range from tax planning to tax compliance, controversy, and risk management, including tax credits, government incentives, and tax… more
- TXNM Energy (Texas City, TX)
- …projects that are complex in nature and often functions as staff advisor and consultant by performing the following duties. ESSENTIAL DUTIES AND RESPONSIBILITIES: ... company goals and objectives + Provides advanced technical support as a staff advisor or consultant to, and interacts with other associates + Applies extensive… more
- Black & Veatch (Houston, TX)
- …matters of the existing and proposed EPA regulations and will serve as a technical advisor to internal and external clients on all subjects related to LCRR. The LCRR ... modernize infrastructure, optimize asset use, reduce cost, and mitigate risk . Why BVs Process Engineering Team? + The work...and amendments Project Execution: + Serve as a technical advisor with a deep understanding of LCRR / LCRI,… more
