Cash Management & Credit Specialist Tenaska, Inc.Cash Management & Credit SpecialistIrving, TXPart timeTenaska is one of the largest privately held companies in the United States, an organization that’s adept in natural gas and power marketing, power management, development and acquisition of generation assets, operation of power plants and more. Applicants must be authorized to work for any employer in the U.S. The Company is not able to take over sponsorship of an employment visa at this time for this position or commit to doing so in the future for individuals with current authorization to work via, for example, CPT or OPT, and would need sponsorship in the future.
Credit Specialist Matheson Tri-Gas IncCredit SpecialistTXThe Credit Specialists will be able to accurately interpret the financial statement data and provide an opinion supporting, recommending, and approving appropriate credit limit decisions based on the business' pre-existing guidelines. Perform analysis of Dun & Bradstreet credit report profiles to analyst payment trends and overall business viability.
Credit Specialist Ferguson Enterprises IncCredit SpecialistLa Porte, TX$21.63–$32.45 / hourFerguson, a Fortune 500 company, is proud to provide best-in-class products, service and capabilities across the following industries: Commercial/Mechanical, Facilities Supply, Fire and Fabrication, HVAC, Industrial, Residential Trade, Residential Building and Remodel, Waterworks and Residential Digital Commerce. Monitor invoice status and root cause issues within portals like Ariba, Coupa, Taulia, etc., and collaborate with EDI/E-Business for new or updated invoice submission automation/integration needs.
Senior Credit Specialist Ledgent Finance & AccountingSenior Credit SpecialistHouston, Texas$60,000–$64,000Performs continual evaluation of credit limits for assigned accounts, identifies issues needing escalation and facilitates customer KPI meetings as required. This position will be a senior role in charge of mid-to-large size portfolios, and will also be a team lead to the team and assist with training and mentoring staff members.
Credit Specialist Financial Additions, Inc.Credit SpecialistArlington, Texas$20–$24 / hourFinancial Additions has partnered with a global finance leader near Arlington searching for an Entry Level Credit Specialist to join their growing team! Request and capture Dunn & Bradstreet business reports and personal credit bureau reports.
Entry Level Credit Specialist Financial AdditionsEntry Level Credit SpecialistArlington, TexasFinancial Additions has partnered with a global finance leader near Arlington searching for an Entry Level Credit Specialist to join their growing team! Request and capture Dunn & Bradstreet business reports and personal credit bureau reports.
Credit Products Real Estate Product Specialist Regions Financial CorpCredit Products Real Estate Product SpecialistDallas, TXAt Regions, the Credit Products Real Estate Product Specialist is a client-facing role, partnering directly with coverage on the extension of credit products transactions to meet clients needs. Jointly calls with coverage bankers to understand clients needs and business strategy around the real estate portfolio, assets with financing opportunities as well as cross-sell of treasury or capital markets products.
Credit & Collections Specialist Aviat Networks, Inc.Credit & Collections SpecialistAustin, TXDemonstrated experience in employing effective collections methods to achieve quarterly AVIAT (Average Daily Sales Outstanding) cash and DSO (Days Sales Outstanding) goals. Key responsibilities include assessing creditworthiness, generating accurate invoices, monitoring, and following up on overdue accounts, and maintaining positive customer relationships.
Product Specialist II - Credit Bank of America CorpProduct Specialist II - CreditPlano, TX$71,000–$137,000 / yearResponsibilities:Identifies markets and participates in the valuation of productsEvaluates residual values in product contractsWorks with cross functional teams to support product development and executionPrepares financial spreads and risk rating scorecards, as well as drafts of preliminary sections of credit approval memosCoordinates documentation and due diligence for credit transactionsTracks covenants, financial reporting, and compliance itemsTrains entry-level Product SpecialistEnsuring that bank systems (including the Bank of America Business Capital (BABC) loan system have the proper information to facilitate the daily treasury transactions with the ABL LoanAccountable for ensuring all documentation including Deposit Account Control Agreements are correct and in place. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Illinois pay and benefits information Illinois pay range: $71,000.00 - $137,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Credit/Collections Specialist Lee Hecht HarrisonCredit/Collections SpecialistFt. Worth, TX$25–$28 / hourThis is an excellent opportunity for someone who thrives in a fast-paced environment and enjoys taking ownership of the credit review and collections process while collaborating with internal teams to support business operations. We are partnering with a well-established and growing organization in the manufacturing sector seeking a Credit & Collections Specialist to join their accounting team.
Credit & Collections Specialist R.S. Hughes Company, Inc.Credit & Collections SpecialistTXThis is a key position that performs credit reviews; maintains payment terms, credit limits, and credit holds in the ERP system; analyzes outstanding amounts due; reports on excess credit exposures; tracks payments; makes bank deposits; and maintains accurate recordkeeping in accordance with financial policies and procedures. This is a Full-Time position, eligible to participate in the Company's benefit plans including: Paid Time off; major medical, dental, vision; Company paid short-term and long-term disability; paid parental leave; various supplemental benefit plans; and 12% Employee Stock Ownership Program (ESOP).
Credit Balance Review Specialist Emerus Hospital Partners LLCCredit Balance Review SpecialistTXOur growing number of amazing partners includes Allegheny Health Network, Ascension, Baptist Health System, Baylor Scott & White Health, ChristianaCare, Dignity Health St. Rose Dominican, The Hospitals of Providence, INTEGRIS Health, MultiCare and WellSpan. The Credit Balance Review Specialist is primarily responsible for monitoring and resolving credit activity that is housed in the patient accounting system as well as refund request letters received from governmental and commercial carriers.
Credit Balance Review Specialist EmerusCredit Balance Review SpecialistThe Woodlands, TexasFull timeOur growing number of amazing partners includes Allegheny Health Network, Ascension, Baptist Health System, Baylor Scott & White Health, ChristianaCare, Dignity Health St. Rose Dominican, The Hospitals of Providence, INTEGRIS Health, MultiCare and WellSpan. Position Overview: The Credit Balance Review Specialist is primarily responsible for monitoring and resolving credit activity that is housed in the patient accounting system as well as refund request letters received from governmental and commercial carriers.
Credit Specialist 2 Reliance IncCredit Specialist 2Houston, TXPhysical Requirements Stand or Sit (Stationary position) Walk (Move, Traverse) Use hand/fingers to handle or feel (Operate, Activate, Use, Prepare, Inspect, Place, Detect, Position) Talk/hear (Communicate, Detect, Converse with, Discern, Convey, Express oneself, Exchange information) See (Detect, Determine, Perceive, Identify, Recognize, Judge, Observe, Inspect, Estimate, Assess) Repetitive Motion Function in the Job Sedentary Work- Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Job Function Review new credit applications, pulling all appropriate credit reports, running credit references, validating tax certificates and other necessary requirements.
NewDual Credit Enrollment & Records Specialist Lamar State College OrangeDual Credit Enrollment & Records SpecialistOrange, TXLSCO publishes an Annual Security Report that provides information regarding campus Safety & Security, including topics such as crime reporting policies, information regarding programs to prevent dating violence, domestic violence, sexual assault and stalking, the procedures the College will follow when one of these crimes is reported, and other matters of importance related to security on campus. The Enrollment and Records Specialist works collaboratively with Dual Credit Partnership Specialists, Coordinators, Director, and various college departments to facilitate admissions, registration, records maintenance, enrollment audits, and reporting activities.
NewAccounts Receivable & Credit Specialist Jacintoport International LLCAccounts Receivable & Credit SpecialistHouston, TXJacintoport International LLC is seeking a skilled Administrative Associate to manage accounts receivable, billing, and collections in Houston. The ideal candidate will have at least five years of relevant experience or a degree in accounting, complemented by strong organizational and communication skills.
Credit Specialist - Underwriter Octane Lending, INC.Credit Specialist - UnderwriterIrving, TXOctane supports merchants throughout the sales cycle: connecting dealerships with high-intent buyers, driving transparent, fast, and easy closings with award-winning technology, and providing on-going customer care with superior loan servicing. Our cutting-edge technology and innovative financial products empower businesses with more control and flexibility, enabling them to deliver seamless digital experiences, drive customer loyalty, and build long-term value.
NewLead Credit Resolution Specialist Wells Fargo & CoLead Credit Resolution SpecialistIrving, TX$153,000–$239,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Review and analyze complex, multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors.
Credit & Collections Specialist Janel GroupCredit & Collections SpecialistHouston, TexasDepartment : Finance / Accounting Position Summary The Credit & Collections Specialist manages customer credit exposure and ensures timely collection of receivables, with a strong focus on duty collections related to customs entries and international freight. The role requires effective phone communication, professional email follow‑ups, and the ability to resolve billing issues in a fast‑paced logistics environment.
NewCredit and Collections Specialist Builders FirstSource IncCredit and Collections SpecialistSan Antonio, TXAnswers customer questions regarding account status and billing issues; handles inside sales requests regarding restricted accounts and accounts exceeding their credit limits in order to protect the company from future uncollectible accounts; collaborates with sales and operations management to address payment issues. Monitors the collection of past due accounts, contacts customers for payment as well as determines lien rights and possible holds; may address moderately complex situations or escalate to a more experienced specialist or management.
Dual Credit Support Specialist Lamar State College OrangeDual Credit Support SpecialistLumberton, TXLSCO publishes an Annual Security Report that provides information regarding campus Safety & Security, including topics such as crime reporting policies, information regarding programs to prevent dating violence, domestic violence, sexual assault and stalking, the procedures the College will follow when one of these crimes is reported, and other matters of importance related to security on campus. The Dual Credit Support Specialist provides individual and small group educational advisement and recruitment services to dual credit students concerning academic degrees, admission, registration, financial aid, and other outreach and support services.
Veterans Transition Specialist- College Credit for Heroes (Grant Funded) Collin CollegeVeterans Transition Specialist- College Credit for Heroes (Grant Funded)Wylie, TXJob Summary: Provide service as a degree plan specialist and resource for veteran students to help guide them in navigating benefits use and successful college planning. The intent of this job description is to provide a representative summary of the types of duties and responsibilities that will be required of the positions given this title and shall not be construed as a declaration of the specific duties and responsibilities of any particular position.
Refund Specialist (Credit Balance Reconciliation) RPC CompanyRefund Specialist (Credit Balance Reconciliation)Dallas, TX$20–$22 / hourAward-winning Radiology clinic hiring a full-time Refund Specialist at our Dallas, TX 75231 location off Walnut Hill Lane to handle the timely & thorough reconciliation of line-item credit balances. Maintain a high level of accuracy and efficiency regarding data input & account balance determinations while achieving minimum goal of 50 (fifty) account reviews daily.
Credit Review Senior Portfolio Specialist Bank of America CorpCredit Review Senior Portfolio SpecialistDallas, TX$125,000–$182,500 / yearResponsibilities:Participates in exam activities and/or periodically serves as an Examiner-in-Charge, Assistant Examiner-in-Charge or ExaminerPerforms transactional testing of credit process execution for new and existing clients, providing direct and timely feedback on transactional reviewsProvides assistance on portfolio reporting as needed and engages in stakeholder discussions alongside the Portfolio ManagerTracks and follows observations from exams and testingProvides regulator updates on results, and responds to inquiriesEngages with Corporate Audit to ensure ongoing awareness of review activity, coordination, and ongoing risk assessmentManages issues, including approval of issue severity ratings, action plans, ongoing issue status tracking, and oversight of issue validationDrive a culture of continuous improvement by leading or participating in complex or multiple projectsProduce quality, timely workMaintain well-written, easy to follow work papers in accordance with Credit Review guidelines and best practicesRequired Qualifications:Minimum of 8 - 10 years of commercial credit experience (direct lending, underwriting, workout, credit review, risk management, and/or regulatory)Ability to support conclusions through fact-based analysis and ability to influence senior leadersExcellent credit analysis, project management and leadership skillExperience in risk management, lending and/or regulatory agenciesStrong organizational and communication skills, both written and verbalAbility to manage multiple complex tasks while delivering high quality resultsData manipulation and analysis skillsExperience with leading without authorityBachelor's Degree with a preference in finance, accounting, economics or other business concentrationDesired Qualifications:10+ years of direct commercial credit experience. Experience managing traded products and complex structured financing facilities with asset managers and other institutional clients globallyDemonstrated experience in identifying, assessing, and reporting on existing and emerging risksExperience with direct applicability to Credit Review responsibilityAbility to coach/mentor new or less experienced associatesProficiency in ExcelExperience using AI tools to enhance productivity and workflow efficiencySkills:Audit PlanningFinancial AnalysisInternal Audit ReviewRisk ManagementUnderwritingBusiness AcumenCredit and Risk AssessmentCritical ThinkingIssue ManagementPortfolio AnalysisAnalytical ThinkingRegulatory ComplianceRelationship BuildingStakeholder ManagementWritten CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Credit Operations Flood Specialist Home BancShares IncCredit Operations Flood SpecialistLubbock, TXHigh school or GED, plus specialized schooling and/or on the job education in a specific skill area, e.g., data processing, clerical/administrative, equipment operation, etc., plus 19 to 23 months related experience and/or training, and 1 to 6 months related management experience, or equivalent combination of education and experience. While performing the functions of this job, the employee is continuously required to walk, sit, use hands to finger, handle, or feel, talk, or hear; occasionally required to stand, stoop, kneel, crouch, or crawl.
Credit Services Specialist (Workforce) Charter Communications IncCredit Services Specialist (Workforce)San Antonio, TXCredit Services supports both internal and external customers utilizing various communication media to complete work tasks and processes involving collections, payment exceptions and refunds. Beyond our connectivity solutions, we also provide local news, programming and regional sports via Spectrum Networks and multiscreen advertising solutions via Spectrum Reach.
Lead Credit Product Sales Specialist Wells Fargo & CoLead Credit Product Sales SpecialistIrving, TX$167,000–$260,000 / yearLead moderately complex transactions in partnership with coverage teams for specialty products, including by analyzing potential opportunities, structuring, proposing, and selling tailored financial solutions to clients; lead internal coordination and submit transactions to management or independent risk for approval. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Credit & Refund Specialist Cook Children's Health Care SystemCredit & Refund SpecialistFort Worth, TXThe ultimate goal of the SBO is to integrate customer Service and self-pay collection activities across Cook Childrens Medical Center and Cook Childrens Physician Network, providing a single point of contact, a single patient billing statement and increased transparency to guarantors thereby improving the patient collection process and patient experience. The Cook Childrens Cash Management, Customer Service and Document Control departments function as a part of a Single Billing Office (SBO) that supports all of Cook Childrens Health Care System.
NewEntry-Level Credit & Collections Specialist MillenniumsoftEntry-Level Credit & Collections SpecialistSan Antonio, TXThis is an entry-level position requiring a high school diploma, with preferred qualifications including experience with SAP and a bachelor's degree in finance or accounting.#J-18808-Ljbffr. The role involves ensuring prompt payment of accounts receivables and managing customer relationships effectively.
Credit Card Account Specialist II: English and Spanish Required (Wiseman) JPMorgan Chase & CoCredit Card Account Specialist II: English and Spanish Required (Wiseman)San Antonio, TXChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Customer interaction and support skills with at least 2 years of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately.
Senior Credit Workout Specialist Wilks BrothersSenior Credit Workout SpecialistFort Worth, TexasWhen other collectors reach accounts that require credit restructuring — whether a rate adjustment, loan increase, additional collateral pledge, or full rewrite — this person evaluates, underwrites, and structures the solution. The ideal candidate thinks like a credit officer, communicates like a relationship manager, and understands the equipment finance market well enough to assess both borrower risk and collateral position with confidence.
NewCareer and Technical Education (CTE) Dual Credit Curriculum Specialist KIPP Houston High SchoolCareer and Technical Education (CTE) Dual Credit Curriculum SpecialistDallas, TXThe Career and Technical Education (CTE) Dual Credit Curriculum Specialist will serve as a key instructional leader supporting high-quality CTE curriculum, instruction, and assessment across KIPP Texas schools, with a specialized focus on expanding and sustaining dual credit CTE programming. Collaboration and Stakeholder Engagement: Partner with school leaders, regional academic teams, college partners, and industry partners to expand and strengthen dual credit CTE opportunities and increase student access to career-connected learning.
NewCareer and Technical Education (CTE) Dual Credit Curriculum Specialist KIPP FoundationCareer and Technical Education (CTE) Dual Credit Curriculum SpecialistHouston, TXThe Career and Technical Education (CTE) Dual Credit Curriculum Specialist will serve as a key instructional leader supporting high-quality CTE curriculum, instruction, and assessment across KIPP Texas schools, with a specialized focus on expanding and sustaining dual credit CTE programming. Collaboration and Stakeholder Engagement: Partner with school leaders, regional academic teams, college partners, and industry partners to expand and strengthen dual credit CTE opportunities and increase student access to career-connected learning.
Credit Balance Specialist (51435) West DermatologyCredit Balance Specialist (51435)Dallas, TXThis role works closely with insurance companies, patients, and other revenue cycle departments to investigate overpayments, process refunds, and maintain accurate account balances. Investigate and resolve credit balances resulting from payer overpayments, duplicate payments, contractual adjustments, billing errors, patient payments, and other discrepancies.
Credit Union Back Office Operations Analyst III Jack Henry & Associates IncCredit Union Back Office Operations Analyst IIITXRemote$59,750–$89,600 / yearIn this project‑based role, you'll guide credit unions through their conversion journey, traveling to client sites to set up system environments, deliver training, test functionality, and ensure a smooth transition to Symitar. Our Credit Union Core Implementation team is seeking an Application Support Analyst-a hands‑on implementation specialist who partners directly with credit union leaders to configure, train, and launch their new core system.
AWM, Private Bank, Credit Underwriter, Analyst, Dallas, TX The Goldman Sachs Group IncAWM, Private Bank, Credit Underwriter, Analyst, Dallas, TXDallas, TXOur lenders and specialists provide bespoke solutions secured by a wide range of asset classes-including marketable securities, alternatives, residential and commercial real estate, and unique assets such as aviation, fine art, and private holdings. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Tax Credit Leasing Consultant BGSF IncTax Credit Leasing ConsultantTXThe ideal candidate will have experience in affordable housing, LIHTC compliance, and leasing operations while providing exceptional customer service to prospective and current residents. We are seeking an experienced and motivated Tax Credit Leasing Consultant to join our property management team in Brazos Bend, TX.
Community Assistant - Tax Credit The NRP Group LLCCommunity Assistant - Tax CreditSan Antonio, TXUnder the direction of the Community Manager, the Community Assistant is responsible for ensuring excellent customer service in the daily management of the community, coordinating of all aspects of property operations, and working in the capacity of the Community Manager in his or her absence. Maximize cash flow at the property by maximizing revenue, minimizing delinquencies, ensuring timely rent collection, monitoring banking activities and daily deposits, and contacting residents to collect overdue rent.
NewAccounts Receivable Lead Credit Risk & Data Integrity JobtailorAccounts Receivable Lead Credit Risk & Data IntegrityDallas, TXThe role requires strong English communication, integrity, and proficiency with MS Word/Excel; you will collaborate with internal teams and external customers to uphold#J-18808-Ljbffr. Jobtailor in Dallas, TX seeks an experienced accounts receivable and credit specialist to manage new customer setups, credit risk assessment, and comprehensive account documentation.
NewCredit & Risk Analyst - AR, Collections & Compliance Smith TransportCredit & Risk Analyst - AR, Collections & ComplianceHouston, TXThe role involves supporting daily credit reviews, handling accounts receivable, and communicating with management regarding high-risk situations. Candidates should have a diploma in Accounting or Finance and at least 2 years of experience in credit control.
NewCredit and Collections Lee Hecht HarrisonCredit and CollectionsMesquite, TXThis opportunity is with one of our valued clients and offers the chance to support accounts receivable operations, collections, credit review, and customer account management in a collaborative environment. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Tax Manager, Sustainability Credits Deloitte Touche Tohmatsu LtdTax Manager, Sustainability CreditsDallas, TX$105,375–$215,375 / yearThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Tax Senior, Sustainability Credits - National Federal Tax Services Deloitte Touche Tohmatsu LtdTax Senior, Sustainability Credits - National Federal Tax ServicesDallas, TX$78,625–$160,750 / yearThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Leasing Associate - Tax Credit RPM LivingLeasing Associate - Tax CreditAnna, TexasFull timeThe Leasing Associate will also perform clerical work involving routine challenges with initial applications for housing, rent collection, maintain occupancy for public housing developments, and re-certification of other assisted housing tenants. Responsibilities: Ensure the model apartments and target apartments are ready for show and maintaining work areas, common areas and office in a clean and orderly manner.
Credit Solutions Advisor - Greenville and Lovers Bank of America CorpCredit Solutions Advisor - Greenville and LoversDallas, TXResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experienceSkills:Client ManagementClient Solutions AdvisoryCustomer and Client FocusReferral IdentificationRisk ManagementClient Experience BrandingCredit Documentation RequirementsCredit and Risk AssessmentPipeline ManagementReferral ManagementAttention to DetailCollaborationIssue ManagementProspectingRelationship BuildingRequired Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Credit Solutions Advisor - The Woodlands Bank of America CorpCredit Solutions Advisor - The WoodlandsThe Woodlands, TXResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experienceSkills:Client ManagementClient Solutions AdvisoryCustomer and Client FocusReferral IdentificationRisk ManagementClient Experience BrandingCredit Documentation RequirementsCredit and Risk AssessmentPipeline ManagementReferral ManagementAttention to DetailCollaborationIssue ManagementProspectingRelationship BuildingRequired Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Credit Solutions Advisor - Arlington Financial Bank of AmericaCredit Solutions Advisor - Arlington FinancialArlington, TexasPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging. • Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions.
Credit Risk & Reserve Analyst The Federal Reserve SystemCredit Risk & Reserve AnalystDallas, TXPerform operational tasks related to the administration of accounts and payment system risk including problem institution resolution, account openings and closings, structure changes, institutional mergers, monitoring overdraft usage, applying charges, and assisting with counseling institutions. About the Role: The Credit Risk and Reserves Analyst supports the Condition Monitoring, Discount Window Lending, Collateral administration, and Reserves functions in the Credit, Risk, and Reserves Management (CRRM) Department.
Coordinator - Credit Recovery Systems and CCMR Support WACO INDEPENDENT SCHOOL DISTRICTCoordinator - Credit Recovery Systems and CCMR SupportWaco, TXProvide opportunities during regular school hours for interactive communication with the superintendent and other central office administrators, staff, students, parents, and the community via email, District-approved website, phone, video conference, or in person. This position collaborates with appropriate instructional and technical staff to support, manage, and optimize the use of credit recovery software and network resources to support quality teaching and learning.
Senior Tax Manager - Credits & Incentives KochSenior Tax Manager - Credits & IncentivesPlano, TXFull timeThe Credits and Incentives capability supports each of the Koch subsidiaries on operational investments and works closely with Finance Leaders, Government Relations, Tax Directors, Facility Leaders, Human Resources, and State & Local Governments. Our C&I team is dedicated to fostering strong relationships with our stakeholders by providing transparent, timely, and comprehensive guidance on various investments with primary focus on "Identification, Pursuit, and Maintenance" of State and Local Tax Incentives.