- Fidelity TalentSource LLC (Westlake, TX)
- …to assess proposed investments in private equity, real estate, private credit , hedge fund, and other alternative and non-traditional investments. This individual ... of established investment policies and guidelines.Support new and existing advisor and donor relationships though consultative and solution-oriented discussions with… more
- Fidelity TalentSource LLC (Westlake, TX)
- …Corporate Legal to reach desired business goals of Fidelity, while mitigating risk .The TeamWe are an organization of professionals located across the United States ... Code, HIPPA, data privacy laws etc.)Identification of legal, regulatory and business risk , in concert with business partners, and proactive outreach and education… more
- Fidelity TalentSource LLC (Westlake, TX)
- …stories for an Agile teamCreates Product Backlog prioritized based on value, size, risk , and other relevant considerationsProvides the team with as much context and ... problem-solving and decision-making skillsComfort with context switching across donors, advisor , prospect, reps and non-profitsAbility to roll up your sleeves… more
- Amerant Bank (Katy, 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 (Dallas, 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
- ExxonMobil (Spring, TX)
- …and Risk team and our global Credit organization to provide effective credit risk management and build out our capabilities to support the growing Global ... seeking a qualified candidate for the position of Trading Credit Senior Advisor to be located in... credit limit recommendations, and advising traders on credit risk appetite + Providing real-time support… more
- USAA (San Antonio, TX)
- …so special! **The Opportunity** As a dedicated **Senior Asset Liability Management Advisor ** , you will be responsible for the modeling, analysis, reporting, ... monitoring and management of USAA's interest rate risk (IRR) position and for developing, documenting, and testing...of experience in a position with bank retail products ( credit cards, consumer loans, retail deposits) and bank investments… more
- City National Bank (Dallas, TX)
- ** CREDIT RISK REVIEW OFFICER SENIOR** **WHAT...an internal advisor to lending units and credit administration / risk management to identify, ... IS THE OPPORTUNITY?** The Credit Risk Review Department (CRR), is part...advisor /partner to CNB's line units regarding loan and credit matters and provides guidance in areas that require… more
- BMO Financial Group (TX)
- The Senior Manager, North American Business Banking Credit Risk Policy and Oversight is accountable for developing and managing the Business Banking segment's ... credit risk management policies and for developing...Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy… more
- BMO Financial Group (Irving, TX)
- …interaction with clients. + Prepares summary, present facts and offer opinions concerning credit worthiness. + Minimizes BMO's risk exposure by adhering to ... Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes...are met or exceeded. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to… more
- BMO Financial Group (Dallas, TX)
- **As part of the North American Commercial Bank (NACB) Headquarters Non-Transactional Credit Risk Initiatives team, this role will work closely with the ... to provide oversight/coordination of Commercial Bank audit activity and various credit risk initiatives, ensuring a consistent, forward-looking approach to… 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 (Fort Worth, 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
- Capital One (Plano, TX)
- …United States of America, Plano, Texas Compliance Advisor Manager The Compliance Advisor Manager performs a key risk management role (second line of ... While working within the Compliance Management Program framework, the Compliance Advisor Manager is responsible for delivering quality results, providing compliance… more
- Bank of America (Dallas, TX)
- …client needs * Advocates for clients and prospects as their trusted advisor providing integrated recommendations including wealth structuring, credit facilities, ... Private Client Advisor II Dallas, Texas **Job Description:** This role...opportunities * Sources new clients in alignment with established risk appetite * Leads the client team to deliver… more
- Bank of America (Southlake, TX)
- …Solutions Advisory + Customer and Client Focus + Referral Identification + Risk Management + Client Experience Branding + Credit Documentation Requirements ... Business Solutions Advisor - Northwest Gateway Plaza Southlake, Texas **Job...Experience Branding + Credit Documentation Requirements + Credit and Risk Assessment + Pipeline Management… 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
- Bank of America (Austin, TX)
- …needs + Advocates for clients and prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, ... Private Client Advisor II Austin, Texas **Job Description:** At Bank...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
- Sedgwick (Austin, TX)
- …Most Loved Workplace(R) Forbes Best-in-State Employer Workers Compensation Complex Claims Advisor | Remote **This job will support workers' compensation for the ... travel as required **Auditory/Visual** **:** Hearing, vision and talking **NOTE** **:** Credit security clearance, confirmed via a background credit check, is… more
