Top Finance Jobs

Oversee complex estate and trust death-settlement processes, including probate administration, property securing, asset collection, valuation, and sale or delivery. Analyze fiduciary and financial information, research legal issues across jurisdictions, ensure compliance with governing documents and applicable laws, and manage client relationships. Partner with investment managers, attorneys, accountants, beneficiaries, vendors, and bank colleagues while mitigating account risk. The role requires frequent travel by air and automobile, including possible nights and weekends.

Solicits and originates residential jumbo mortgages for affluent borrowers. Builds referral relationships with realtors, builders, financial professionals, bank stores, and past customers. Evaluates applications, credit and financial data, appraisals, title reports, loan products, rates, and underwriting requirements. Provides compliant recommendations, customer communication, and follow-up throughout the mortgage process while meeting SAFE and Loan Originator regulatory requirements.

Oversee fiduciary death settlement services for estates and trusts, including probate administration, asset collection, valuation, property delivery or sale, and compliance with governing documents and applicable laws. Partner with investment managers, clients, attorneys, accountants, beneficiaries, vendors, and bank teams. Research complex issues across jurisdictions, manage client relationships and account risk, and travel extensively to secure and marshal tangible personal property. May mentor colleagues and work nights or weekends.

Manage and negotiate complex delinquent commercial loan accounts, including researching credit information, restructuring payment plans, assessing collateral equity and loss projections, and monitoring policy compliance. The role requires resolving issues with internal stakeholders, exercising independent judgment, supporting risk mitigation, and assisting with training entry-level staff. This is a hybrid position based in Irving, Texas, with additional hours occasionally required.

Manages complex fiduciary and estate settlement activities, including probate and trust administration following client deaths. Secures, collects, values, and distributes or sells tangible personal property while ensuring compliance with governing documents, bank policies, and probate, trust, and tax laws. Partners with investment managers, clients, attorneys, accountants, beneficiaries, vendors, and bank teams; researches jurisdictional issues, manages client relationships and risk, and may mentor colleagues. Requires extensive travel, including by airplane and automobile, with possible nights and weekends.

Manage complex delinquent commercial loan portfolios, including researching account information, negotiating payment plans, restructuring problem loans, projecting losses, and monitoring policy compliance. Collaborate with internal stakeholders, resolve issues, support training, and exercise independent judgment while following risk and compliance procedures.

Supports Private Bankers with wealth management account administration, client service, sales support, relationship management, account transactions, operational issue resolution, compliance interpretation, and risk management. The role interacts with clients to identify retention and business opportunities, prepares client materials, manages complex account documentation, and may train junior associates. It requires SAFE registration, mortgage loan originator compliance, strong banking knowledge, attention to detail, and effective communication.

Solicit and originate residential jumbo mortgages for affluent borrowers. Build referral relationships with realtors, builders, financial professionals, bank branches, and past customers. Evaluate applications, financial and credit data, appraisals, title reports, and real estate transactions to recommend suitable loan products. Quote rates and points, manage rate locks, communicate underwriting requirements, and ensure compliant, high-quality customer service. Maintain SAFE and Loan Originator regulatory compliance, including background, financial responsibility, and ongoing screening requirements.

Provides middle-office operational support for APAC fixed-income sales desks, including trade allocation, affirmation, confirmation, client account and settlement instruction management, failed-trade resolution, and risk controls. Manages client queries and coordinates with trading, settlement, technology, risk, operations, and project teams. The analyst also improves processes, supports user acceptance testing, and participates in new product initiatives.

Supervise the Administrative Account Review team within Fiduciary Management Services. Responsibilities include assigning accounts, reviewing trust documents, negotiating fees, approving discretionary distributions, overseeing fiduciary policies and risk controls, resolving operational issues, improving processes, supporting business development, managing resources, and hiring and developing staff. The role also provides guidance on trust taxability, document interpretation, and fiduciary risk management while engaging internal stakeholders and external customers.