UHNW Lending Specialist — Private Bank Leader
Testing Site - JPMC
J.P. Morgan Private Bank in Dallas seeks a Lending Specialist to manage complex borrowing relationships for ultra-high-net-worth clients, presenting credit solutions and guiding implementation. You will collaborate with Market Managers, Bankers and Investors to tailor credit structures, supervise memos, monitor risk, and drive portfolios toward strong returns in a dynamic wealth-management environment. #J-18808-Ljbffr Testing Site - JPMC
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the UHNW Lending Specialist — Private Bank Leader in Dallas, TX vacancy
- ...to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset... ...take your career to the next level. As a Lending Specialist in the U.S. Private Bank, you will... ...Responsibilities Act as internal sales leader for the credit product, liaising with...PrivateLocal area
- ...level analysis, develop underwriting models, and prepare high-quality credit materials for senior committees. As part of a dynamic Private Bank/Credit team, you will coordinate with underwriters, bankers, risk, and legal teams to advance transactions from diligence...PrivateBank staff
$186.64k - $279.96k
...management and allocation of work within the team/project. The Private Bank at Citi (CPB) is part of the Institutional Clients Group and... ...and solutions, including investment strategies, banking and lending, trust and specialized services. The Private Bank delivers solutions...PrivateFull timeLocal area- ...Senior Associate/Vice President, Relationship Lending Group At Goldman Sachs, the Relationship Lending Group (RLG) serves as a fundamental... ...the RLG role; team members will regularly coordinate with other banks' syndication desks, clients/borrowers, external legal counsel,...Private
- ...you.Role Overview and ResponsibilitiesThe Private Wealth Management (PWM) Legal team is... ...support the firm's residential mortgage lending business serving high-net-worth and ultra... ...of experience advising mortgage lenders, banks, financial institutions, or private banking...PrivateWork at officeLocal area
Goldman Sachs
Dallas, TX3 days ago - ...provides a high level of customer service to Institutional and Private Wealth clients on a confidential basis. Also, works directly with... ...client reports, and reports directly to other areas within the bank. Ensures that client records are maintained, according to policy...Private
- Huntington National Bank is seeking a Private Bank Service Specialist II to support day-to-day client activities and servicing of high-net-worth relationships. You will work with Wealth Advisors to facilitate the sales process and deliver exceptional service while maintaining...Private
- ...estate planning offering for our UHNW clients. Wealth Management... ..., investment management, banking and comprehensive advice to a... ...technology, data and design. Private Wealth Management (PWM) Goldman... ...and private banking and lending services. As client needs evolve...PrivateFull timeWork at officeLocal area
- ...Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund... ...Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma... ...a key role in supporting our Warehouse Lending business by coordinating funding requests...Private
- ...Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA... ...Management, Inc. BOKF, NA operates banking divisions: Bank of... ...Underwriting group as a Credit Specialist. Bring your formal credit training... ...lead for questions or support. Leaders use different forms of...Private
Bank of Oklahoma
Dallas, TX18 hours ago - ...estate planning offering for our UHNW clients. We are looking for a... ..., investment management, banking and comprehensive advice to a... ...technology, data and design. Private Wealth Management (PWM) Goldman... ...planning and private banking and lending services. As client needs evolve...PrivateFull timeTemporary workWork experience placementWork at officeLocal area
$24.4 per hour
...Job Description Job Description PMO Specialist / Compliance Lead Dallas, Texas | Six-Month VMS Contract | Start As Soon As Possible... ...have a general state-mandated paid sick leave entitlement for private-sector employees, and the Dallas paid sick leave ordinance is...PrivateHourly payFull timeContract workTemporary workImmediate startMonday to FridayShift workCross Resource Group
Dallas, TX2 days ago- ...5Location: Dallas -DALAreas of Interest: Banking Center Management; Branch Business Banking... ...Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund... ...each other. Join us as a Financial Center Leader and kickstart your career with our industry...PrivateWork at officeLocal areaFlexible hours
Bank of Oklahoma
Dallas, TX2 days ago - ...Loan Coordination Specialist III (Commercial Lending Support Experience Preferred) Req ID: 78654 Location... ...Tulsa Areas of Interest: Commercial Banking Salary Range: Not Available Application... ...Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates...PrivateWork at office
- ...application. Work directly with Private Bankers (Field Sales) to help... ...may qualify for a particular lending solution and find the best... ...team. Partner with Mortgage Specialist Team to ensure seamless... ...call campaigns, and various bank initiatives with intense client...Private
- Huntington Bank is seeking a Private Bank Service Specialist II in Dallas to support high-net-worth clients. You will work with Wealth Advisors to establish... ...handle inquiries across deposit, wealth management, lending, and mortgage products, while building rapport and delivering...PrivateWork at officeFlexible hours
- ...investment management, banking and comprehensive... ...design.Goldman Sachs Private BankGoldman Sachs Private... ...lenders and mortgage specialists provide a wide range of... ...across a wide spectrum of lending solutions for ultra‑... ...PreferredExperience supporting UHNW or institutional‑level...Private
Goldman Sachs
Dallas, TX2 days ago - Berkadia is seeking a Director - Lending Insurance Risk to serve as a senior internal advisor on complex insurance matters affecting multifamily lending. You will guide underwriting, mortgage banking, and closing teams on coverage structures, risk transfer, and agency...
- ...an accommodation or an alternative application process. Sector Specialist - REIT's Partner Full-time Regular Dallas, TX, US 30+ days ago... ...will be enhanced by our proprietary pairs analysis process to lend validation to the most profitable opportunities for our investors...Full timeWork at office
$21.92 - $28.85 per hour
...Regional External Specialist (Bilingual in Chinese) As a Regional External Specialist... ...health insurance, annuities, real estate, private lending, tax and estate planning, and... ...goals. Why join us: Industry Leader: Join the nation's largest Asian-focused...PrivateWork at officeLocal areaWeekend workTransglobal Services
Richardson, TX18 hours ago- Fifth Third Bank is seeking a Senior Wealth Strategist to serve as the primary wealth-strategy expert for high-net-worth clients with... ...needs. You will partner with Wealth Management Advisors and the Private Bank to lead discovery, craft integrated wealth strategies, and...Private
- ...Private Bank Underwriting Team Member Across Wealth Management, Goldman Sachs helps empower... ...management. Our lenders and mortgage specialists provide a wide range of creative... ...investment professionals to deliver thoughtful lending solutions while maintaining a...PrivateBank staff
- ...directly from seasoned professionals. Wealth Management: Wealth Management includes Private Wealth Management, Goldman Sachs Ayco, Wealth Solutions, and Private Banking, Lending & Deposits. Across Wealth Management, Goldman Sachs empowers clients and customers...PrivateFull timeApprenticeship
$60k - $85k
Introduction Since 1973, East West Bank has served as a pathway to success. With over 1... ...like real estate, entertainment and media, private equity and venture capital, and high-tech... ...techniques. Also familiar with Bank lending policies and practices, Bank operations and...Private- ...Dallas is seeking exceptionally talented individuals for the U.S. Private Bank Analyst Program. You will join an integrated team to win new... ...years. The two-year program provides exposure to credit and lending, multi-asset investments, wealth advisory, and estate planning...Private
- ...help businesses and their leaders. Our depth of knowledge... ...named Best Regional Bank in 2024 by Bankrate and... ...class legal services in private law firms and in‑house... ...governance and documentation specialist Texas Capital needs: a... ...for account opening, lending clients and delegated...PrivateWork at officeImmediate startDay shift
$25k
...required to complete state title processing ~ Follow up with banks and third parties regarding the status of mailed and pending... ...~1-3 years of experience in the financial services, lending experience preferred ~ Strong attention to detail and organizational...Work at officeLocal areaReprise Financial
Irving, TX3 days ago$105k - $140k
...Private Banker II The Private Banker II builds and actively manages an existing portfolio... ...management opportunities. Support the Bank's strong Private Banking culture through on... ...and current registration will be unable to lend and may be subject to disciplinary action,...PrivateTemporary workWork at officeLocal areaImmediate startFlexible hours- ...accommodation or an alternative application process. Private Client Services Representative - On-site Only Business Banking - Union C&I Regular Full-Time TX - Park Cities,... ..., Private Client Services, and Private Bank Lending. Transaction Processing & Account Servicing (25...PrivateFull timeWork at officeLocal area
- ...Lead Credit Officer In Asset Based Lending Credit Risk Bring your expertise to JPMorgan... ...clients. Credit Officers on the Investment Bank Asset Based Lending team manage a... ...spans over 200 years and today we are a leader in investment banking, consumer and small...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to UHNW Lending Specialist — Private Bank Leader. Be the first to apply!
Related searches
- patient safety specialist Dallas, TX
- credit card specialist Dallas, TX
- senior specialist Dallas, TX
- zoning specialist Dallas, TX
- health program specialist Dallas, TX
- youth specialist Dallas, TX
- microsoft specialist Dallas, TX
- transportation specialist Dallas, TX
- color specialist Dallas, TX
- hearing specialist Dallas, TX