26 finance jobs found in Dallas

Location: 8117 Preston Road, Suite 400, Dallas Texas JOB SUMMARY Support Affordable Housing Mortgage Bankers in securing and processing all potential loans (both agency and non-agency execution).   Work in collaboration with Mortgage Bankers to assist in deepening relationships with current and prospective new clients to establish rapport with Principals and their staff. Coordinate with internal Underwriters and Closers to identify and work through issues that may arise during the due diligence, underwriting, and closing processes. ESSENTIAL JOB FUNCTIONS The Sr. Analyst will provide detailed  quantative and qualitative support to the Affordable Housing Mortgage Bankers. The following is a summary of essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. •    The position will support the Affordable Housing Mortgage Bankers in all inspections of loan origination, (agency, FHA, and private placement...

About the Role: Grade Level (for internal use): 05 Job Description The Team: You will be an Intern in our S&P Wall Street Office (WSO) operations team. You will be working and supporting our team of analysts who are responsible for data maintenance, support, and analysis of activities for our clients. The position offers exposure to external industry entities such as portfolio managers, custodians, and agent banks. This is a great opportunity to gain extensive client interaction and experience in the syndicated loan market.     Responsibilities and Impact: Assist in processing trade settlements in WSO Admin under the guidance of team members based on client information. Support the team in ensuring timely processing of new borrowings, rollovers, and pay downs. Help with daily activity processing and new deal closings by reviewing source documentation and communications from agent banks. Aid in processing...

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.   As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.  Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts – helping clients achieve their financial goals.   Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing...

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.  Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts – helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a...

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. Job responsibilities   Be a motivating force for the branch team by sharing a clear vision and embodying our company’s culture and...

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.   As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.  Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts – helping clients achieve their financial goals.   Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing...

Full Time Branch Ambassador - DFW Area The Reimagined Branch Experience: Welcome to a new idea in banking. Here at Capital One, we’re redefining how people bank. You see, we believe banking should fit our customers’ everyday lives—not the other way around. As a Branch Ambassador, you’ll have the opportunity to use your love of working with people and sharing product knowledge to play a vital role in our customers’ banking experience. You’ll also perform a wide variety of transactions including check cashing, deposits, transfers and withdrawals while monitoring fraud mitigation and adhering to established operational policies and procedures. Equally important is the ability to resolve customer inquiries quickly and efficiently, delivering an extraordinary customer experience. Our rapidly changing tech and financial environment requires Ambassadors who are adaptable and have a growth mindset, in addition to being customer experience-obsessed.  Our Branch team exists to enhance...

Part Time Branch Ambassador - DFW Area The Reimagined Branch Experience: Welcome to a new idea in banking. Here at Capital One, we’re redefining how people bank. You see, we believe banking should fit our customers’ everyday lives—not the other way around. As a Branch Ambassador, you’ll have the opportunity to use your love of working with people and sharing product knowledge to play a vital role in our customers’ banking experience. You’ll also perform a wide variety of transactions including check cashing, deposits, transfers and withdrawals while monitoring fraud mitigation and adhering to established operational policies and procedures. Equally important is the ability to resolve customer inquiries quickly and efficiently, delivering an extraordinary customer experience. Our rapidly changing tech and financial environment requires Ambassadors who are adaptable and have a growth mindset, in addition to being customer experience-obsessed.  Our Branch team exists to enhance...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include...

About the Role: Grade Level (for internal use): 09 The Team: The Solutions Operations division is seeking a professional with excellent interpersonal communication, organization, and time management skills to join our Global Special Services Team. S&P’s WSO (Wall Street Office) provides real-time access to our clients portfolio and reporting insights for active asset management and deal administration, trading activities, cash and position level transparency and accurate P&L reporting. Underpinned by our WSO Administrator and WSO Agent product suites, WSO supports complex aspects of alternatives asset management in a scalable solution that increases operational efficiency while reducing risk. Our solutions are available as a hosted software or a fully outsourced managed service. Responsibilities and Impact:   This position requires a flexible individual who is analytical and possesses strong communication skills. The position involves dealing with...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

About the Role: Grade Level (for internal use): 05 The Team The Loan Platforms suite within S&P Global Market Intelligence provides an electronic ecosystem that streamlines syndicated loan trading, settlement, and operational workflows across market participants. The ecosystem includes ClearPar, the market-leading solution for syndicated loan trade settlement, and ADFlow, which provides secure administrative details and settlement instructions. The ecosystem also includes messaging services that enable straight-through processing (STP) across the trade lifecycle and integration capabilities that connect client systems with the loan settlement platform. These platforms are used by lenders, agent banks, custodians, trustees, borrowers, and legal professionals to automate loan trade affirmation, confirmation, and settlement processes while reducing operational risk and improving settlement efficiency. The Impact: The Implementation Specialist Intern will support the...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

About the Role: Grade Level (for internal use): 05 The Team: Solutions Operations is the industry leader in leveraged loan, private equity and high-yield solutions and provides comprehensive products and services for portfolio management, administration, reporting, and analysis. Through our numerous platforms, managed services, or full outsourcing to front to back-office functions, Solutions Operations offers flexible and unique solutions tailored to client needs.   Responsibilities and Impact: · Responsible for efficient and accurate processing daily activities for all asset types (Loans, Bonds, ABS, Equities, CDS) · Investigate discrepancies by reviewing source documentation and faxes from agent bank, · Review system generated reports to ensure proper monitoring of the facilities and handle exception items · Interact with appropriate individuals/entities to gather all pertinent information/details in order to reflect date accurately in the system · Handle requests...

About the Role: Grade Level (for internal use): 08 The Team: As part of the Limited Partner Market Data Services (LP MDS) team, you will play a critical role in ensuring the delivery of superior service to our clients. This client-facing position involves overseeing a range of functions, utilizing consistent processes and tools to proactively monitor service delivery, manage critical incidents, and facilitate effective communication between clients and subject matter experts (SMEs).  The ideal candidate must have a demonstrated desire to assist customers and go above and beyond to meet their needs.  Responsibilities and Impact: Impact: The Client Service Data Associate plays a vital role, overseeing a range of functions to facilitate the delivery of quality data and insights to our limited partner clients. Responsibilities: Collaborate with Limited Partner Market Data Services (LP MDS) clients to tailor our fund/ portfolio monitoring and financial...

About the Role: Grade Level (for internal use): 05 The Team   As a Product Manager Analyst within the WSO Product Team, you will collaborate with a global team of product analysts, engineers, and designers. Your primary focus will be on enhancing and modernizing the WSO Product Suite, specifically catering to the evolving marketplace for syndicated and private credit systems. This role offers the opportunity to   identify   and define problems, take ownership of solutions, and tackle complex challenges from both qualitative and quantitative perspectives.   The Impact   You will have the opportunity to execute a vision that significantly contributes to the business's overall success. As an   analyst, you will g ain hands-on experience with modern technologies, including cloud-based data platforms, machine learning algorithms, AI systems, and automated workflows.   What’s   in it for you   A   variety of experiences to...

About the Role: Grade Level (for internal use): 05 The Team: You will be an Intern in our S&P Wall Street Office (WSO) operations team. You will be working and supporting our team of analysts who are responsible for data maintenance, support, and analysis of activities for our clients. The position offers exposure to external industry entities such as portfolio managers, custodians, and agent banks. This is a great opportunity to gain extensive client interaction and experience in the syndicated loan market.     Responsibilities and Impact: Assist in processing trade settlements in WSO Admin under the guidance of team members based on client information. Support the team in ensuring timely processing of new borrowings, rollovers, and pay downs. Help with daily activity processing and new deal closings by reviewing source documentation and communications from agent banks. Aid in processing interest and commitment fees, and learn to investigate...

About the Role: Grade Level (for internal use): 05 The Team: The S&P Networks group offers best-in-class technology and industry best practices to manage risk, comply with regulations and assistance to industry participants with meeting their regulatory requirements. Our Networks solutions create a single source of the truth, with information about customers and vendors that is accurate and up to date. We provide extensive risk and compliance management coverage, allowing firms to reduce costs, reuse information and streamline processes with improved technology. The Impact: Within this role, the candidate will have the opportunity to solve critical problems in the regulatory compliance space, leveraging best in class technology as an accelerator. We strive to partner with our customers to reduce operational risks and costs associated with evolving regulatory challenges.  What’s in it for you: Fast-paced environment with the opportunity for career mobility...

Job Classification: Investment Management - Investment Operations A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading global asset managers!  If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do Our Real Estate Loan Services team is seeking a Commercial Loan Servicing Specialist...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

About the Role: Grade Level (for internal use): 09 About the Role: Sr Operations Specialist, Fixed Income Data Management The Team: The role will be part of the Index Management and Production Group (IMPG) at S&P Global. The team is responsible for the production and management of a wide range of indices covering global options, equities, futures, fixed income, commodity, digital assets and economics indices. This specific role will focus on Fixed Income indices, ensuring the integrity and accuracy of the indices through meticulous data management, research and analysis. Responsibilities and Impact: As a Sr. Operations Specialist, you will play a crucial role in maintaining and enhancing the quality of S&P Dow Jones and iBoxx indices. Your expertise in Data Management will be essential in researching a wide range of datasets for Fixed Income securities to then be used for index management and maintenance. Your role is key in maintaining index...