Houston Banking & Financial Services Job Listings

Client Service Representative/Paraplanner Park Place Financial63499843100419120

Workable

Client Service Representative/Paraplanner Park Place Financial

We are an independent financial planning firm in Bellaire, Texas. The successful candidate will be a highly motivated self-starter who is interested in making a difference in the lives of clients. We seek an individual willing to take initiative and seize opportunities to grow with the business. We seek an individual who can work full time in the office. We work primarily with people who are retired or who are retiring soon. Our practice is largely focused upon helping clients pay less tax and not outlive their money. Position Duties and Responsibilities: · Maintain ongoing relationships with existing clients · Process new account paperwork. · Process distributions, Roth conversions, and other transactions. · Respond to client inquiries. · Scheduling meetings with clients. · Assist clients with website access, password resets, etc. · Prepare for and follow up on client meetings. · Responsible for meeting compliance requirements. · Assist with administrative and marketing duties. · Potential to become a financial advisor. Qualifications: * Bachelor’s Degree preferred * Active 7, 63 and 65, or Series 7 and 66 preferred * Texas Insurance License ideal * 3 years or more experience in financial services * Excellent written and oral communication skills * Ability to prioritize tasks and meet deadlines * Strong client service orientation * Outgoing, friendly personality a plus * Familiarity with NFS, Redtail, and Emoney a plus Must be able to pass a background check including fingerprinting. Compensation: * $50,000 - $75,000 depending upon skill and experience * Employer pays 100% of employee health and dental * 401(k) with match * Profit Sharing Plan * Discretionary Quarterly Bonus

Bellaire, TX 77401, USA

$50,000-75,000/year

Cash Operations Manager63499916011011121

Workable

Cash Operations Manager

Dolphin Debit is a full-service ATM management company and a wholly owned subsidiary of Euronet Worldwide (EEFT). Dolphin Debit offers a complete suite of ATM management services, from routine maintenance and monitoring to cash Management and compliance updates. This job is located in our Spring, TX office and will be in office. The Cash Operations Manager is responsible for managing day to day cash operations by providing guidance to cash team members on daily tasks, escalating high priority issues with vendors and 3rd party armor companies. Responsible for developing overall strategy of the cash operations department, recommending, and implementing improvements, and reporting performance to senior management. Responsibilities Provides guidance and approvals for cash team members regarding operational procedures Oversees daily cash tickets and monitors for completion, flags high priority tickets for resolution Mediates between clients and vendors regarding service issues and client-specific requests Meets with internal department managers to identify chronic service issues across the fleet and determine best solutions Meets with 3rd party armor companies to improve overall performance of cash replenishment services Works alongside internal department managers to understand big picture activity and present cohesive communication to clients Coordinates with clients and vendors to reconcile cash discrepancies and research out of balance issues Acts as primary escalation point for unresolved cash issues, investigating problems that arise and communicating directly with vendors to close outstanding items Accomplishes related results as needed Requirements Strong, positive, leadership, and supervisory presence proven through operations experience Excellent computer skills and a working knowledge of Microsoft programs required Advanced Excel user Excellent verbal and written communication skills and ability to teach, coach, and present to small and large groups Ability to build and maintain long-term relationships with vendors and clients Bachelor of Business Administration—or a similar degree or equivalent work experience Experience in banking or retail cash, and ATM operations preferred Benefits 401(k) Plan Health/Dental/Vision Insurance Employee Stock Purchase Plan Company-paid Life Insurance Company-paid disability insurance Tuition Reimbursement Paid Time Off Paid Volunteer Days Paid Holidays Casual Office Attire Plus many more employee perks & incentives! We are an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Spring, TX 77373, USA

Sr. Credit Risk Review Analyst - Commercial Lending63846018204545122

Workable

Sr. Credit Risk Review Analyst - Commercial Lending

Sr. Credit Risk Review Analyst - Commercial Lending Houston, TX Join our highly skilled Credit Risk Review (CRR) team as a Senior Credit Risk Review Analyst specializing in Commercial Lending. CRR's primary objective is to provide timely and independent assessments of credit exposures and credit risk, with results reported directly to senior management and the Risk Committee of the Board of Directors. In this hybrid role (3 days in-office, 2 days remote), you'll provide independent, expert assessments of Commercial credit exposures. You may also take on the responsibility of Reviewer in Charge, leading review engagements, managing reviewers, conducting portfolio analysis, and summarizing findings from credit file samples. Your deep understanding of commercial lending and credit risk practices will be crucial in providing valuable insights and recommendations to enhance our credit risk management. Responsibilities Execute Complex Reviews: Independently assess complex credit and credit-related transactions, including facility structures and underwriting processes, leveraging your expert knowledge of credit policies and procedures. Understand inherent risk and the materiality of risk for credit transactions. Validate and Ensure Accuracy: Validate scorecard risk ratings and borrower credit administration. Ensure a thorough understanding of portfolio issues, trends, and root causes to effectively manage credit portfolios. Independent Reporting & Communication: Independently complete work papers, track issues, compile supporting documentation, and follow up on exam findings with business leaders. Act as a Second Level Reviewer and effectively communicate credit risk review objectives, outcomes, and recommendations for issue remediation. Risk Analysis & Monitoring: Analyze risk in assigned credit portfolios by reviewing relevant reports and assessing trends. Provide expert analytical insights, identify risk concentrations, systemic trends, or issues, and participate in continuous monitoring for assigned portfolios. Leadership & Expertise: Oversee file review activities of other reviewers as the Reviewer in Charge for assigned business segment(s). Perform assessments of file review results and findings to determine final ratings and draft review reports. Serve as an expert resource to the team. Market Acumen: Demonstrate an expert understanding of the credit cycle and the impact of economic indicators on key driving metrics. Possess expert knowledge of how and where to leverage industry and economic research tools into the review process. Requirements Qualifications Extensive Credit Expertise: Robust credit knowledge and strong experience in Commercial credit extension and management. Experience with Complex Transactions: 10+ years of Credit Risk or Credit Underwriting experience, specifically with larger, more complex transactions in Commercial, CRE, Corporate Banking, Leveraged Lending, Middle Market, etc. Communication Skills: Strong verbal and written communication skills, with the ability to navigate and handle difficult conversations effectively with stakeholders. Banking Experience: Experience at larger banks (asset size $80B+). Deal Size Exposure: Experience with average deal sizes of $50MM. Underwriting Background: Experience in underwriting for ABL, Business Banking, Corporate Banking/Mid-Market, or Lower Mid-Market commercial segments. Benefits $125,000 to $175,000+ Full benefits package Bonus + Paid Relocation Assistance

Houston, TX, USA

$125,000-175,000/year

Associate/Service Wealth Advisor SilverStar Wealth Management63499833190147123

Workable

Associate/Service Wealth Advisor SilverStar Wealth Management

An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate/Service Wealth Advisor for a great opportunity for the right person. This person will report to the Lead Advisor and be the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Requirements Essential Duties and Responsibilities Supports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case design, and financial planning Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews Manage data in financial planning software—Emoney Responsible for client meeting preparation and follow-up, including assembling paperwork, account reviews, report generation, and meeting documentation Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply Deepen client relationships and establish credibility and rapport both in person and via phone Clearly articulate complex concepts to customers in a simple and easy-to-understand manner Proactively communicating with clients and following up on all contacts assigned Ability to manage and prioritize multiple and competing priorities daily in pursuit of business objectives Active engagement in client events, marketing and sales efforts on behalf of the firm; not required to build own book of business nor develop new prospects Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork Other duties as assigned Knowledge, Skills, and/or Abilities Strong understanding of the financial services industry and diverse investment products Basic computer skills (Outlook, Word, Excel and PowerPoint) are essential Excellent communication skills, both verbally and in writing Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once Ability to build relationships with clients and internal partners and influence others without direct control Education and/or Experience Bachelor’s degree in finance, accounting or a related field preferred The ideal candidate will have 3+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and financial planning concepts Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration Series 7 and 63 preferred Series 65/66 preferred Texas Insurance License preferred Compensation Compensation is commensurate with experience and qualifications Potential for attractive quarterly bonuses Matching 401(k) plan with the potential for profit-sharing contributions Health, life, and disability insurance available

Cypress, Houston, TX, USA

Mortgage Loan Processor63393496356225124

Workable

Mortgage Loan Processor

M/I Homes has been building new homes of outstanding quality and superior design for more than 40 years. Founded in 1976 by Irving and Melvin Schottenstein and guided by Irving’s drive to always “treat the customer right,” we have fulfilled the dreams of over 140,000 homeowners and grown to become one of the nation’s leading homebuilders. M/I Homes started as a family business and grew into a national leader in a single generation with divisions in 16 markets, including Austin, Charlotte, Chicago, Cincinnati, Columbus, Dallas, Detroit, Houston, Indianapolis, Minneapolis, Nashville, Orlando, Raleigh, San Antonio, Sarasota, and Tampa. Job Summary: Processes applicable documentation for FHA, VA and Conventional mortgage loan applications and prepares required packages for loan approval. Duties and Responsibilities: Gathers, analyzes and processes necessary documentation from applicant(s), credit bureaus, employers, and various creditors to verify financial information and credit standings Reviews, organizes and collates application and loan information to ensure timeliness and accuracy in providing a useable credit file to be submitted to underwriting for approval Communicates with applicant(s), underwriters and/or creditors to resolve problems or questions regarding application information Assists with special projects as requested and perform additional duties as required. Able to close between 15 to 20 files per month. Requirements Skills and Abilities: Customer-service oriented with good verbal and written communication skills for interaction with a variety of people inside and outside of the organization. Ability to elicit, interpret, analyze and evaluate given information relative to underwriting guidelines and lender requirements. Excellent organization skills and detail-oriented aptitude. General administrative abilities to include typing, filing and use of computer, calculator, copier and facsimile machines. Fluent Spanish speaking preferred. Benefits M/I Homes offers a comprehensive benefits package, including medical, dental, vision, paid time off and paid holidays, paid parental leave, traditional and Roth 401(k) options, a profit sharing plan, an employee stock purchase plan, an employee home purchase plan and more. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. M/I Financial, LLC 4131 Worth Ave, Suite 460, Columbus, OH 43219. Company NMLS# 50684. For information on MIF licensing, please visit https://www.mihomes.com/financing #IND123

Houston, TX, USA