- Fannie Mae (Plano, TX)
- …place to call home. Job Description Since restarting its Low-Income Housing Tax Credit (LIHTC) platform in 2018, Fannie Mae has invested approximately $4.7 billion ... to ensure risk is mitigated and objectives are met within appropriate credit , investment and regulatory guidelines. * Coordinate with internal and external teams… more
- Truist (Dallas, TX)
- …track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...through delivery of the full suite of Truist Wealth solutions . Accomplished and highly proven at acquiring new clients… more
- Edward Jones (Richardson, TX)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences… more
- Edward Jones (Dallas, TX)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs.… more
- Navy Federal Credit Union (Dallas, TX)
- …and complex credit needs + Provide strategic financial guidance and solutions for complex transactions and refer members to outside resources as appropriate + ... a catalyst for the promotion and growth of Navy Federal Business Solutions products and services. Recommends appropriate lending, deposit, Treasury Management and… more
- Black & Veatch (Dallas, TX)
- **Senior Project Manager and Technical Advisor ** Date: Dec 19, 2025 Location: Dallas, TX, US Fort Worth, TX, US Company: Black & Veatch Family of Companies ... exciting opportunity for a **Senior Program Manager and Technical Advisor ** position focused on water and wastewater projects and...our clients. Our US Texas and central region water solutions business has seen consistent growth driven by our… more
- JPMorgan Chase (Rockwall, 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 ... impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a...contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other… more
- Comerica (Dallas, TX)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of ... maintain visibility and enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related activities. Client Management… more
- Fiserv (Frisco, TX)
- …of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. ... difference at Fiserv. **Job Title** Software Development Engineering - Advisor II **About your role:** At Fiserv, we are...applications. You will work with cross-functional teams to deliver solutions that align with our business goals and client… more
- PNC (Dallas, TX)
- …an opportunity to contribute to the company's success. As a Compliance Program Advisor within PNC's Commercial Real Estate organization, you will be based in ... compliance * Strong proficiency in Excel. * Familiarity with tax credit structures and partnership accounting. * Excellent analytical, organizational, and… more
- JPMorgan Chase (Plano, TX)
- …experience. This is the team for you. **Job Summary** As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal Advising group, you will ... responsibilities:** * Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial… more
- USAA (Plano, TX)
- …research, macro research and development, and design competencies. Delivers on highly complex credit and econometric solutions that mitigate the risk, costs and ... industry expertise to build fit for purpose and sustainable outcomes/ solutions . Partners with first line Bank executives, Bank Compliance...advisor and consultant to the Bank Head of Credit and SLOD Chief Credit Officer on… more
- CGI Technologies and Solutions, Inc. (Dallas, TX)
- …community and CGI's global network, it delivers secure, intuitive, and scalable solutions . We are seeking a motivated and experienced Technical Sales Consultant to ... sales skills to help clients understand our products and solutions , ensuring they meet their business needs. This role...PowerBI. * Stakeholder Engagement o Act as the trusted advisor to client stakeholders-CIOs, program managers, and IT leaders.… more
- JPMorgan Chase (Dallas, TX)
- …files to identify potential problems with loan applications and arrive at workable solutions with the Home Lending Advisor (s) prior to submission to processing. ... work in unison with one or more Home Lending Advisor (s) to create an outstanding customer experience for home...contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other… more
- KeyBank (Dallas, TX)
- …Road, Suite 400, Dallas Texas The Senior Banker serves as the Trusted Advisor for clients and prospects who are primarily active real estate owners, investors ... and developers. Senior Bankers provide comprehensive financial advice and solutions that enable the clients to meet their financial...Key values. **ESSENTIAL JOB FUNCTIONS** + Serves as Trusted Advisor to clients by developing a clear and holistic… more
- Citigroup (Irving, TX)
- …to the Citi Retail Services business, which operates private label and co-branded credit card programs and offers digital lending solutions for retailers across ... with extensive knowledge of US laws and regulations applicable to the credit card industry. This attorney will provide input into strategic decisions, exercising… more
- KeyBank (Dallas, TX)
- …strong partnership with Relationship Managers to provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and ... and risk management goals through portfolio management activities including credit monitoring, file maintenance, on-going covenant compliance verification, business… more
- Deloitte (Dallas, TX)
- …federal credits and incentives opportunities including Research and Development tax credit /deduction analyses, New Markets Tax Credit , Qualified Opportunity ... Zones, Sustainability and Renewable Energy tax credits, and other federal credit incentive service offerings + Deliver value to clients by identifying opportunities… more
- Deloitte (Dallas, TX)
- …under the Internal Revenue Code ("IRC"), such as: + IRC section 45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production ... Tax Credit + IRC section 30C Alternative Fuel Vehicle Refueling Property Credit + IRC section 1400Z Qualified Opportunity Zones + IRC section 45D New Markets Tax… more
- Wells Fargo (Irving, TX)
- …market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide ... is seeking an individual to increase product penetration by delivering specialty credit products to Corporate & Investment Banking clients and partnering with… more
