6 senior investment professional jobs found in Houston

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 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 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...

  AIG   is reimagining   the way we help customers manage risk. Join us as   an   Analyst   in the   Underwriting -   Construction   department   to play your part in that transformation   with   opportunit ies   to   learn and   grow your skills and experience as a valued member of the team.     About Us   At AIG, helping   organizations and   people discover new potential is our purpose. As a global risk leader, we do this for our clients every day. Through our deep   expertise   in their industries and our innovative solutions that help them smartly manage risk, we enable their growth in ways they never thought possible.     But we also do the same thing for our   colleagues , because   we know our people are our greatest strength   –   the source of every insight, every   idea   and every innovation. When   we're   working as one team to do   what's   right for our...

Description This position is available to be filled at any Huntington Bank Corporate office location.  Summary: The Senior Commercial Portfolio Manager - Equipment Finance analyzes and monitors credit worthiness of assigned customers/accounts and recommends and/or approves credit within established guidelines. In addition, this role analyzes financial statements and completes ratio and trend analysis to determine customer financing eligibility. Duties & Responsibilities: Underwrite high quality credit narratives in support of new and existing loans. Review and analyze applications, financials statements, credit reports, etc. Spread business and personal financial statements and tax returns using Moody's software to analyze multi-year trends and ratios from financial information. Understand cash flow from operations, which includes identifying recurring and non-recurring sources. Research industry...

Description Summary: The Wealth and Investment Service Specialist III is responsible for leading, onboarding/training, mentoring service specialists while completing assigned projects and supporting high-end sales advisors with client relationships. Duties and Responsibilities: Train and mentor existing service specialists on policies/procedures/products/job expectations.  Assist Section Manager or Lead to train/onboard new service specialist colleagues.  Assist/Complete special projects.  Support high-end sales advisor(s) with establishment, retention or maintenance of client relationships. Perform other duties as assigned. Basic Qualifications: High school diploma or equivalent 5+ years of related experience Exempt Status: (Yes   = not eligible for overtime pay) ( No   = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type...