- 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 (Plano, TX)
- Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Parker Crossing Financial Center Plano, 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 (Frisco, 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 (Murphy, 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
- 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
- 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 (Frisco, TX)
- …effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain… 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
- Carrington (Plano, TX)
- …the primary focus of this role is in either mortgage lending or loan servicing, incumbents will also participate in cross-functional strategic projects across the ... and technical skills + Ability to interact with Senior Management as an advisor on projects + Ability to organize and prioritize work schedules of others… more
- Bank of America (Dallas, TX)
- …and by supporting the flawless delivery of these solutions through a high-touch advisor /client experience. The primary mission of the Credit Product Specialist is to ... using Navigator and LoanIQ + Use collateral evaluations to determine viability of loan opportunities + Resolve margin calls, and debt service failures + Assess… more
- Citigroup (Irving, TX)
- …or revised application systems and programs in coordination with the Technology team in Loan IQ. The overall objective of this role is to lead applications systems ... define issues and develop innovative solutions + Serve as advisor or coach to mid-level developers and analysts, allocating...expectations or requirements **Nice to have** + Experience with Loan IQ Platform or Loan IQ SDK… more
- First Horizon Bank (Fort Worth, TX)
- …to analyze the credit strengths and weaknesses of prospective borrowers and make loan decision recommendations, make recommendations on loan pricing which are ... and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg...Finalize any required conditions precedent as needed to ensure Loan Closing has all items needed + Responsible for… 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
- Wells Fargo (Dallas, TX)
- …Banking Portfolio Manager. **In this role, you will:** + Act as an advisor to senior leadership to develop or influence objectives, plans, specifications, resources, ... professionals and managers across the company and serve as an expert advisor to leadership **Required Qualifications:** + 7+ years of Commercial Banking Portfolio… more
- Wells Fargo (Irving, TX)
- …Strategic Initiatives. **In this role, you will:** + Act as an advisor to leadership to develop or influence applications, network, information security, database, ... managers across the enterprise and serve as an expert advisor to leadership **Required Qualifications:** + 7+ years of...Home Lending Technology + Experience with any Home Lending Loan Origination System. **Job Expectations:** + Work in a… more
- Travelers Insurance Company (Richardson, TX)
- …decisions + Exercise critical thinking and decision-making skills to become a trusted advisor solidifying customer confidence + Make a difference to our customers by ... 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
- HCA Healthcare (Richardson, TX)
- …preferred banking partnerships** + **Education assistance (tuition, student loan , certification support, dependent scholarships)** + **Colleague recognition ... expected of those who fulfill that role.** + **Serves as a faculty advisor to assist students in short-term program and goal achievement and long-range career… more
- Deloitte (Dallas, TX)
- …terms for corporate bond portfolios, mortgage-backed security portfolios, and mortgage loan pools. + Leading client engagements: responsible for communicating with ... Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree in Accounting, Finance, LLM or other… more
- Bank of America (Dallas, TX)
- …banking services. In addition to being the primary bank advocate and key financial advisor for the client, the SCM is accountable for prospecting new business and ... and negotiation skills, an understanding of financial accounting and commercial loan underwriting, as well as the relationship between credit risk, structure… more