2 financial analyst jobs found in The Woodlands, TX

Description Summary: The Credit Solutions Advisor is an internal advisory and coordination resource that supports consistent identification, evaluation, routing, and execution of potential SBA 504 opportunities. The role provides product-fit guidance, preliminary eligibility support, process discipline, and issue escalation for assigned markets while remaining neutral as to whether a customer ultimately uses SBA 504, SBA 7(a), a combined structure, or conventional financing. Working alongside Relationship Managers, Business Development Officers, SBA Product Specialists, Credit, Underwriting, Operations, Closing, Servicing, and Certified Development Companies (CDCs), the Credit Liaison helps clarify responsibilities, improve handoffs, and reduce avoidable delays. The role supports bankers and control partners but does not independently own the client relationship, maintain a personal sales pipeline, or function as...

About the Role   We are   seeking   a   skilled Senior Account Manager   to join our   dynamic   Surety   team in Houston, TX.   Key   Responsibilities   Include   Serve as p rimary   client contact for   day-to-day   bonding questions   Buil d   and promote strong relationships with business partners, carriers and all stakeholders vested in the process   Quality control data in Epic, Erlon, and   OneDrive   including client data, surety contacts, bonds, rates, commissions     Communicate   with clients and underwriters through the request process, including the provision of proper underwriting materials   Responds to accounting   and invoice   issues with   appropriate adjustments/corrections   within prescribed timelines   Oversee Account Associate work for accuracy and quality     Assist   in creating proposals and...