6 finance services senior professional jobs found in Dallas

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....

Description Job Summary The Treasury Management Service & Onboarding Team Lead is a senior‑level role responsible for leading a team of Treasury Management Service Specialists while also serving as a subject‑matter expert and senior escalation point for complex onboarding, implementation, and servicing activities. The Team Lead oversees day‑to‑day execution, queue health, and service quality; leads complex and high‑impact initiatives; and is accountable for colleague performance, coaching, and development. The Team Lead partners closely with Relationship Managers, Treasury Sales, Operations, Technology, Risk, Legal, and Product teams to ensure predictable delivery, strong risk discipline, and an excellent client experience. Hours: 8-5pm PST Pacific Standard Time Monday - Friday Key Responsibilities Client Onboarding & Implementation Leadership Lead end‑to‑end onboarding, implementation, and...

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: 8 AM – 5 PM or 9 AM – 6 PM PST) Key Responsibilities Client Onboarding & Implementation (SMS Focus) Manage end‑to‑end...

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 Job Summary: As a Treasury Management Advisor III, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from initial prospecting and consultative discovery through proposal, negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on treasury management practices. Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial operations. Duties & Responsibilities: Strategic Business...

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...