- 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 (Keller, TX)
- Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Keller Financial Center Keller, Texas **Job Description:** At Bank of America, ... 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 (Southlake, TX)
- Merrill Financial Solutions Advisor - Fort Worth & Associates Market Fort Worth, Texas;Southlake, Texas; Fort Worth, Texas **Job Description:** Merrill Wealth ... 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 (Colleyville, 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)
- …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. This ... 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
- USAA (Plano, TX)
- …so special! **The Opportunity** As a dedicated **Senior Asset Liability Management Advisor ** , you will be responsible for the modeling, analysis, reporting, ... updates on forecasted balances, income or expense and funds transfer pricing for loan and deposits to partners within the lines of business and/or Bank FP&A.… more
- Bank of America (Dallas, TX)
- Financial Solutions Advisor - Consumer Investments - Park Cities Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain… more
- PenFed Credit Union (Irving, TX)
- …being a part of the PenFed family. PenFed is hiring a (Hybrid) Digital Mortgage Loan Officer in the San Antonio, Texas, Irving, Texas or Phoenix, Arizona markets . ... purpose of this job is to be a trusted advisor to our members, assist with the appropriate decision...with the appropriate decision of mortgage or home equity loan for their unique needs. This position will be… more
- Citigroup (Irving, TX)
- The Loan IQ Business Sr Analyst is an intermediate-level position responsible for liaising between business users and technologists to exchange information in a ... and drive business planning. **Responsibilities:** + Formulate and define Loan IQ scope and objectives for complex projects and...technology to the current business environment + Act as advisor or coach to new or lower level analysts… more
- Truist (Arlington, TX)
- …that require the application of multiple specialties (eg, business care, card, loan servicing). 4. Implement a consultative approach to address client concerns by ... educating clients on bank products and services. Identify opportunities for banking solutions to fulfill both expressed and unexpressed client needs. 5. Educate and inform clients about self-service options available through various technologies to enhance… more
- City National Bank (Dallas, TX)
- …are adequately identified, fully justified and properly approved. + Acts as internal advisor /partner to CNB's line units regarding loan and credit matters and ... of the Bank. CRR also serves as an internal advisor to lending units and credit administration / risk...assessment of credit risk and the administration of Bank credit/ loan exposure; analyzes and monitors the quality of various… 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 ... experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for...the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry… 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
- 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
- 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
- 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
- Bank of America (Fort Worth, TX)
- …responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating ... + Account Management + Financial Analysis + Leadership Development + Loan Structuring + Referral Identification + Credit Documentation Requirements + Pipeline… more
- BMO Financial Group (Irving, TX)
- …vendors and external regulatory organizations. + Acts as a trusted advisor to assigned business/group. + Demonstrates stakeholder partnership that involves effective ... study or an equivalent combination of education and experience. + Commercial loan analysis, underwriting, and portfolio management experience - In-depth + Knowledge… more