- Vanguard (Dallas, TX)
- …all applicable Human Resources policies and procedures. + Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs and demonstrating ... and identify trends, suggests improvements, and provides analysis/feedback to Relationship Manager . + Resolves complex client issues related to products or processes… more
- PennyMac (Carrollton, TX)
- …loan level problem solving. The Pipeline Accounts Manager will : + Manage high volume, high net worth , complex client accounts and assist in capacity ... complete mortgage journey. A Typical Day The Pipeline Accounts Manager III will lead multiple customer facing operational organizations...to build strong, lasting client relationships. As the Accounts Manager , you will serve as the central point… more
- Wells Fargo (Frisco, TX)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... is an interim non-exempt position. Successful completion and certification of the Branch Manager Readiness program is a pre-requisite to transition into a manager… more
- PennyMac (Carrollton, TX)
- …level items and document system of record with actions taken + Manage high volume, high net worth , complex client accounts + Review pipeline of all loans ... complete mortgage journey. A Typical Day The Pipeline Accounts Manager II ensures consistent delivery of a best-in-class client...meet all service level agreements. As the Pipeline Accounts Manager , you will serve as the central point… more
- PennyMac (Plano, TX)
- …of FNMA/FHLMC, FHA, and VA program guidelines. + Experience analyzing financial statements for high net worth borrowers + A thorough understanding of cash ... homeownership through the complete mortgage journey. A Typical Day The Underwriter Manager is responsible for managing and supporting the underwriting function in… more
- Bank of America (Frisco, TX)
- …to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment ... interact with banking customers, small business owners and higher net worth clients alike. You'll be able...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Capital One (Plano, TX)
- …attention on proactively retaining and deepening an existing portfolio of complex and high net worth small business owner relationships through retaining ... are typically Business Banker customers including complex Business Banker Manager , Sr. Manager and Director portfolios. **General...cadence on clients and leads in order to generate high quality new deposit, treasury, and lending business to… more
- Bank of America (Frisco, TX)
- …financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships ... Communications + Risk Management + Trading **Minimum Education Requirement: High School Diploma / GED / Secondary School or...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Mckinney, TX)
- …financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships ... * Causation Analysis * Written Communications **Minimum Education Requirement: High School Diploma / GED / Secondary School or...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more