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Reposted 6 Hours AgoSaved
In-Office
Austin, TX, USA
Senior level
Senior level
Insurance • Real Estate • Financial Services
Manage and grow a portfolio of commercial real estate clients by structuring, pricing, and closing loans and deposit relationships; prepare credit applications, present to loan committee, monitor credit performance, cross-sell bank products, mentor junior lenders, and participate in business development and community activities.
Top Skills: ExcelMicrosoft Office SuiteMicrosoft Word
Reposted 6 Hours AgoSaved
In-Office
Denver, CO, USA
60K-70K Annually
Junior
60K-70K Annually
Junior
Insurance • Real Estate • Financial Services
Support Commercial Portfolio Managers by preparing financial spreads, models, industry overviews, loan summaries, pricing and profitability analyses, and monitoring client financial performance and covenants. Learn and use bank systems, assist ancillary product teams, and help produce credit recommendations and documentation.
Top Skills: Credit Approval SoftwareExcelMicrosoft Office SuiteMicrosoft WordNcino Bank Operating SystemProjection And Modeling SoftwareSalesforceSpreading Software
12 Days AgoSaved
In-Office
Plano, TX, USA
Junior
Junior
Insurance • Real Estate • Financial Services
Prepare timely, accurate accounting entries, reconciliations, and reports; perform variance analysis during monthly close; manage prepaid/accrued expenses, fixed assets, investments, intercompany accounts, and recurring entries; assist audits, regulatory requests, and research reconciliation discrepancies while maintaining controls and confidentiality.
Top Skills: ExcelMicrosoft Office Suite
12 Days AgoSaved
In-Office
Overland Park, KS, USA
Expert/Leader
Expert/Leader
Insurance • Real Estate • Financial Services
Lead IT governance between Risk/Audit/Compliance and IT Services, overseeing policies, change management (CAB), CMDB/asset lifecycle, vendor/contracts, budget, BCP/DR, SDLC alignment, and regulatory compliance (GLBA, BSA/AML/OFAC).
Top Skills: Asset ManagementBusiness ContinuityChange Advisory BoardChange ManagementCmdbDisaster RecoveryGlbaIt Service ManagementItilService DeskSoftware Development Lifecycle (Sdlc)
12 Days AgoSaved
In-Office
Scottsdale, AZ, USA
Senior level
Senior level
Insurance • Real Estate • Financial Services
Manage and grow a portfolio of commercial clients by originating and structuring loans, deposits, and treasury management relationships; prepare credit applications; present credit requests; oversee documentation, compliance, and client service; cross-sell banking products; develop business through community engagement and lead generation.
Top Skills: ExcelMS OfficeWord
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12 Days AgoSaved
In-Office
Denver, CO, USA
100K-110K Annually
Expert/Leader
100K-110K Annually
Expert/Leader
Insurance • Real Estate • Financial Services
Lead IT governance bridging Risk/Audit/Compliance and IT Services. Oversee IT policies, change management and Change Advisory Board, CMDB and asset lifecycle, vendor/contracts, budget, ITBC/DR, GLBA compliance, and implement processes to ensure IT regulatory adherence.
Top Skills: Business ContinuityChange ManagementCmdbDisaster RecoveryItilItsmService DeskSoftware Development Lifecycle (Sdlc)Vendor/Contract Management
12 Days AgoSaved
In-Office
Irvine, CA, USA
80K-90K Annually
Senior level
80K-90K Annually
Senior level
Insurance • Real Estate • Financial Services
Lead development and execution of marketing strategies and communications for private wealth and other lines of business. Manage campaigns, collateral, website, email, social, vendor relationships, market research, ROI tracking, and ensure brand and regulatory compliance. Partner with stakeholders and executives to influence strategy and support community and CRA initiatives.
12 Days AgoSaved
In-Office
Plano, TX, USA
Senior level
Senior level
Insurance • Real Estate • Financial Services
Lead development and execution of marketing strategies and communications aligned with corporate goals and compliance. Support private wealth line of business with campaign creation, collateral, website content, social media, email marketing, vendor management, market research, ROI tracking, and brand consistency while ensuring regulatory adherence.
Top Skills: Analytics DashboardsCrm SystemsMarketing AutomationSocial Media Tools
12 Days AgoSaved
In-Office
Dallas, TX, USA
Expert/Leader
Expert/Leader
Insurance • Real Estate • Financial Services
Serve as liaison between Risk/Audit/Compliance and IT Services to ensure regulatory alignment. Manage IT policies, CMDB and asset governance, change management/CAB, vendor and budget oversight, IT continuity/DR, and implement controls to meet security and compliance standards.
Top Skills: Asset ManagementBusiness ContinuityChange ManagementCmdbDisaster RecoveryIt Service ManagementItilService DeskSoftware Development Lifecycle (Sdlc)Vendor Management
12 Days AgoSaved
In-Office
Los Angeles, CA, USA
106K-157K Annually
Senior level
106K-157K Annually
Senior level
Insurance • Real Estate • Financial Services
Co-manage and expand high-net-worth client relationships, provide investment strategy, asset allocation, and financial planning; handle account setup, portfolio rebalancing, client meetings, CRM documentation, and collaborate with trust and trading teams to deliver wealth solutions.
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