18 finance business partner jobs found in Dallas

Description The Treasury Management Service Specialist II – Specialized Mortgage Solutions (SMS) supports clients within the mortgage ecosystem by delivering high‑touch, specialized treasury management onboarding, implementation, and ongoing service support. This role focuses on residential and commercial mortgage servicers, mortgage originators, lenders, and related real estate organizations that require complex custodial, operating, and control account structures. The Specialist II partners closely with SMS Relationship Managers, Treasury Sales, Operations, Risk, Legal, and Product teams to ensure precise execution, regulatory adherence, and an exceptional client experience in a highly regulated and operationally complex environment. Hours for this role: (West Coast/PST: 9 AM – 6 PM PST) Key Responsibilities Client Onboarding & Implementation (SMS Focus) Manage end‑to‑end onboarding and ongoing...

Overview The Senior Data Analyst ensures the accuracy, completeness, and reliability of data received from third-party partners. This role produces scheduled and ad hoc reports, develops data requirements, and collaborates across business and technical teams to maintain effective data workflows. The position also supports Fronting Solutions leadership in resolving system issues and upholding organizational standards. Responsibilities · Define and communicate data requirements to third-party partners to ensure all necessary information is captured. · Collaborate with underwriting, product, compliance, and other teams to validate data needs and align layouts. · Coordinate with third parties and IT to test and validate data feeds. · Partner with IT, Underwriting, Compliance, Reporting, and Finance to streamline workflows and improve efficiency. · Produce ad hoc analyses and routine dashboards to support program...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

Job Description: Business Unit Overview The Hallmark Commercial Insurance (HCI) business unit provides property and casualty insurance products for small and medium-sized businesses. Lines of Business currently offered across 16 states include Businessowners, Commercial Property, General Liability, Commercial Auto, Commercial Umbrella, EPLI, Cyber, and Commercial Inland Marine. Position Summary Broad responsibility for managing profitable growth of Commercial Insurance lines of business and states. Develop and implement multi-year strategic plans and implement processes related to financial planning, rate reviews, market development, and communication. Your work will include ongoing analysis and results monitoring to ensure alignment with company and business unit objectives. Lead product and pricing changes by utilizing actuarial, underwriting, policy services, marketing, claims, IT, and product development. Job Description Develop and implement a short- and...

Position Summary RT Specialty (Ryan Specialty’s wholesale brokerage division) is a leading distributor of specialty insurance solutions, offering deep expertise in complex and high‑severity risks. Our brokers deliver highly specialized market knowledge, strong carrier relationships, and innovative solutions tailored to clients’ unique needs. We operate with speed, precision, and a commitment to exceptional service. About the ProExec Team: The ProExec (Professional & Executive Lines) team focuses on management liability, professional liability, cyber, and other executive risk products. This group partners closely with retail brokers to deliver sophisticated, timely, and client‑centric solutions. As part of this fast‑moving team, you’ll support broker operations that enable seamless placement of high‑priority, specialized accounts. Position Summary: The Broker Assistant provides critical operational, administrative, and transactional support to the ProExec brokerage team....

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

Description Summary: We are seeking a highly motivated and experienced Senior Insurance Sales Executive to lead growth in the CRE sector. This commission-based role offers substantial income potential and includes a robust three-year income transition plan to support your success. The ideal candidate will possess deep expertise in alternative risk solutions—including partial self-insurance, full self-insurance, risk retention groups (RRGs), and captives—and understand how to address the unique challenges these organizations face that are not adequately covered by traditional insurance products. Key Responsibilities: Develop and maintain profitable relationships with health care clients and prospects. Identify and cultivate new business opportunities through internal networks and industry connections. Design and execute strategic marketing and prospecting plans tailored to the health care vertical....

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: The Director, Ben Admin Services provides strategic, operational, and people leadership for the Ben Admin organization, overseeing Ben Admin Coordinators, Ben Admin Specialists, and Technology Solutions Trainers. This role is accountable for successful implementation, renewal, integration, and ongoing support of Ben Admin technology and services for internal partners, brokers, carriers, vendors, and...

At DUAL North America, our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world. The focus on being a People First business has always been at the very heart of the Group; Our vision was to create an independent business with a unique culture and one that would survive and thrive as a business controlled by the people working for it. And finding the most talented and entrepreneurial people to join the Group has been and will continue to be key. DUAL North America, Inc. is seeking a Underwriter Personal Lines Classification: Exempt/Full-time Reports to: Underwriting Territory Manager Travel: 0-10% Role overview DUAL North America is seeking an Underwriter for the Personal Lines division. At DUAL, underwriters play a key strategic role in shaping the underwriting framework and expanding broker relationships. In this role,...

The Vice President of Claims will execute on the strategic goals and vision of the company. This includes the management and Development of staff and revenue.  This role requires a high level of analytical, interpersonal, and organizational skills.  This position will be responsible for claims quality, customer satisfaction and retention.  This role will also identify, facilitate and participate in essential strategic projects in support of operational improvement.  The Vice President of Claims will support and directly participate sales presentations/RFP responses and the development of opportunities to support the company’s overall growth.  This is a hybrid position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: The essential functions include, but are not limited to the following: Position shares responsibility for meeting and exceeding market profit and revenue goals annually Position shares responsibility to grow market share through accountability for customer...

Description The Note Finance Risk Analyst is responsible for ensuring the accuracy, integrity, and control of borrower data, financial calculations, and audit processes across the Note Finance portfolio. This role performs detailed reviews, identifies risks, conducts analysis, and supports the end‑to‑end execution of the Note Finance audit and sampling programs. The analyst delivers high‑quality insights, supports system improvements, and strengthens the governance of Note Finance operations. Responsibilities                 Oversee Data Integrity and Quality Control Monitor, validate, and analyze the quality and integrity of Data Tapes submitted by Note Finance Borrowers. Identify data discrepancies, anomalies, and integrity issues; initiate corrective actions and ensure timely resolution. Maintain documentation of findings and collaborate with internal and external stakeholders to enhance data...

Overview Please note, this position will be located on-site 4 days a week at our Dallas, TX office (Fridays WFH).   As a Premium Audit Associate, you will serve as a key point of contact for customers, agents, and brokers throughout the audit process. This role focuses on providing positive customer experience by answering questions, explaining audit results, and helping customers understand how their premium was determined. While developing foundational premium audit skills, you will build strong communication, problem‑solving, and relationship‑management capabilities that support long‑term career growth within Premium Audit. This position is ideal for detail-oriented professionals who thrive in a structured environment and enjoy investigative work.   What Will You Learn? As a customer-facing Premium Audit Associate, you will play a key role in delivering a positive audit experience while ensuring accuracy and compliance throughout the audit...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: An Actuarial Services Senior Professional (ACAS or exam progressed candidate) will support reserving analyses, portfolio level modeling, and catastrophe risk analytics within a large, diversified Program Manager. This role is well suited for someone with approximately 4 or more years of actuarial experience who is looking to broaden their exposure beyond traditional reserving and pricing into...

Description This role is responsible for the Texas territory beginning at Waco and extending south, covering the full width of the state from the Louisiana border to the New Mexico border. Candidate must be located in Texas. Position can be remote if not near a Huntington office. Summary: The Equipment Finance Sales Executive: Environmental/Waste and Construction/Vocational Trucking develops and maintains profitable commercial leasing customer relationships. Markets leasing products to commercial customers. Negotiates lease terms and buyouts. Prepares all associated leasing documentation as required by internal and external regulations. Has ongoing responsibility for staying abreast of customer's creditworthiness; collects delinquent accounts. Duties & Responsibilities:  Responsible for developing new business and providing industry trend insights to executive management, maintaining a high quality...

At DUAL North America, our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world. The focus on being a People First business has always been at the very heart of the Group; Our vision was to create an independent business with a unique culture and one that would survive and thrive as a business controlled by the people working for it. And finding the most talented and entrepreneurial people to join the Group has been and will continue to be key. DUAL North America, Inc. is seeking a Accounting Intern Travel : 0-10% Work Environment: On-site (Dallas, TX) Hourly Rate: $22.00/hr. About the role: DUAL North America, Inc. is seeking an Intern to join the team.   We are seeking a motivated and detail-oriented individual to join our team as an Insurance Summer Intern. The Insurance Summer Intern will support the DUAL Personal...

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Field Sales Representative you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other...