6 huntington practice finance bdo jobs found in Houston, TX

Description This position will be based in a Houston area office or Louisiana office. Summary: The Equipment Finance Sales Executive works closely with the Regional Bank to create Optimal Customer Relationships (OCR) through education on equipment finance and leasing products, capital planning with our customer base, and prospecting new relationships in the markets covered. This position acts as a centralized point of contact between Relationship Managers in the market and the Asset Finance organization. This role also acts as the Relationship Manager for all equipment related needs of our clients and prospects in their assigned geography. Duties and Responsibilities : Prepare and present Equipment Finance industry updates and product details to the Regional Bank markets Generate new business through direct and joint calling to both customers and prospects around equipment financing solutions...

Description Summary:   The Commercial Relationship Sales & Service Manager Senior (CML RSS SR) is the primary point of contact for assigned Commercial customers and Relationship Managers. The CML RSS SR works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The CML RSS SR applies advanced knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales. The CML RSS SR provides leadership, guidance, and day to day management over activities performed by other service colleagues or partners. Duties and Responsibilities: First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying, researching, analyzing, and...

Description Summary: The CRE Portfolio Manager III services, deepens, and retains assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles within the CRE organization. Duties & Responsibilities: Owns primary responsibility for the credit and monitoring of Commercial portfolio risks. Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader, Regional Commercial Management, and Regional Credit Officer. As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers....

Description Summary: Responsible for managing the firm’s Client Service team, including its staff, daily operations, as well as team engagement with clients and other internal firm departments. Client Responsibilities Works with clients to open and/or service portfolio accounts per request of Wealth Advisor Attend meetings with clients as needed Team Responsibilities Develop and refine practice standards for the area of Client Service, working with the team to create and define policies, procedures and best practices Work closely with our third-party custodial service teams to ensure engagement and service standards remain highly effective and efficient Design Client Service team career path, working to train and recruit team members to ensure the team has a strong veteran presence, depth, succession and sufficient back-up Provide routine updates during Advisor Team Meetings and firm staff...

Description Job Description Summary: The Director – Energy Banking Portfolio Manager will manage a portfolio of upstream, midstream, downstream, and/or oilfield services clients in Huntington’s Energy Banking vertical within the Corporate Banking group (First Line). The Director – Energy Banking Portfolio Manager will work closely with Relationship Managers as well Credit Risk in support of new deal execution, proactive monitoring of the portfolio, and identification and mitigation of credit risks. The candidate will bring industry knowledge and experience to drive portfolio risk management and deal execution and support the strategic initiatives of the business.    Please note:   Preferred locations are Houston, Dallas, TX, Columbus, OH, Charlotte, NC, or Atlanta, GA. Primary Roles & Responsibilities: Underwrite, close, and monitor complex broadly syndicated, club, and bilateral...

Description Duties and Responsibilities: Analyze, advise, manage and report on a portfolio of investment real estate assets within Huntington’s Private Bank policies and procedures. Identify, mitigate and escalate risks accordingly. Collaborate and serve as subject matter expert with other advisor teammates and clients. Acquire, maintain and liquidate real estate assets as determined by the account’s governing documents or when deemed prudent. Perform capital expenditure and routine maintenance projects. Responsible for lease management such as negotiation, tenant credit worthiness, tenant improvements, tenant relations and account receivables. Direct management and / or oversite of third-party vendors which include property management companies, appraisers, vendors and contractors. Collect, review and maintain asset documentation including deeds, leases, liens and others. Conduct on-site asset...