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Position Summary: The Special Assets Officer is responsible for the management, restructuring, and resolution of criticized, classified, and nonperforming commercial loans, with an emphasis on community banking relationships, small-business credits, and SBA-guaranteed loans. Mental Demands: The incumbent in this position must be able to accommodate reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.

Third Coast Bancshares Inc

Special Assets Officer

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The company's behind-the-meter Project Matador campus is expected to integrate the nation's largest combined-cycle natural gas project, one of America's largest new nuclear power complexes, utility grid power, solar generation, and battery energy storage to serve hyperscale artificial intelligence operations. Co-founded by former U.S. Secretary of Energy Rick Perry, Fermi America combines cutting-edge technology with a world-class, multidisciplinary leadership team to develop the world's largest next-generation private grid, with a planned capacity of 11 gigawatts.

Fermi America Inc

Deputy General Counsel - Commercial Litigation & General Practice

Minimum of 2 years progressively responsible valuations experience within a business valuation firm or valuation practice of an accounting or consulting firm; Bachelor's degree, preferably in business, accounting, finance, statistics, mathematics, or engineering; Prior experience effectively resolving external review issues (auditors, IRS, etc.) is a plus; Relevant valuation designation(s) ASA, CFA, ABV, or CVA, or progress toward one or more of these; Advanced Excel and financial modeling skills, with hands-on experience building and reviewing DCF, market approach, option pricing, and equity allocation models; Working knowledge of market data sources such as S&P Capital IQ, Bloomberg, PitchBook, or BVR; Strong report writing skills, with the ability to explain methodology, assumptions, and conclusions clearly and concisely; Proven ability to manage multiple engagements simultaneously and deliver high-quality work on time and within scope and budget; Experience reviewing, coaching, and developing junior valuation professionals; Excellent communication skills; professional presentation skills; self-starter, cooperative attitude; team player; Detail oriented, flexible, and responsive. Armanino's Valuation and Forensics Practice assists start-ups, private and public companies, estates, attorneys, as well as venture capital and private equity firms with business valuation, tangible asset, and custom financial modeling services.

YEAR

Armanino McKenna LLP

Senior Consultant, Valuations

Tax Planning: Assist in developing and implementing strategic tax planning opportunities for trusts, estates, and high-net-worth individuals. Tax Compliance: Prepare and review trust, estate, and gift tax returns (Forms 1041, 706, and 709), ensuring accuracy and compliance with federal and state tax laws.

Wright Staffing Source

Tax Supervisor

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Bring your experience in residential real estate development, land acquisitions, homebuilding, community development, etc and join our client - the largest and most profitable Community Developer in the country! · Find, place under contract, receive governmental approval and close on new land that is suitable to be entitled/developed and sold to residential developers (homebuilders, multifamily builders, etc).

RogueSearch

Land Acquisition Manager

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Experience: 3. Good fit job titles/keywords for candidates: Personal Injury Legal Assistant, Litigation Legal Assistant, PI Litigation Assistant, Trial Legal Assistant, Plaintiff Personal Injury Staff. We are a highly respected plaintiff-side litigation practice known for tackling complex, high-value cases and delivering results for injured clients.

Orion Placement

Litigation Legal Assistant

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Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Manage dispute and litigation consulting engagements, including partnership disputes, billing disputes, real estate disputes, post-acquisition disputes, intellectual property disputes, lost profits analyses, lost wage analyses, and other matters.

Armanino

Advisory Senior Manager, Forensics

Communicates w/ financial institutions, city representatives, environmental impact agencies, attorneys etc. and obtain/order appropriate third-party reports such as term sheets, loan documents, deeds, business licenses, and legal opinions. You will take full ownership of our regulatory compliance by reviewing contracts, service agreements, overseeing developing projects, coordinating the drafting and renewal of operational permits, alcohol and beverage licenses, and health/safety code documentation.

The Village Dallas

Compliance Manager

Develop new depository relationships with prospective HOA and property management clients through telephonic outreach, face-to-face visits, and written communication introducing Columbia Bank's products and services. Effectively negotiate deposit and credit product pricing, terms and conditions with managers or officers of property management companies; negotiate terms of credit agreements including financial covenants and reporting to protect the Bank from excessive credit risk.

Columbia Banking System Inc

HOA Relationship Development Manager

FULL_TIME

OTHER

Plano, TX: $80,800 - $92,200 for Business Loan Advocate 3. Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. Prepare complex commercial loan documents using in-house and third party documentation software platforms (LaserPro, Etran, Word templates) for SBA Express, 7A and 504 new loans, renewals, extensions and modifications.

Capital One

Senior Associate, SBA Loan Documentation & Closing Specialist

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This Managing Director role is responsible for expanding Armanino's Valuation and Financial Modeling practice by driving business development, leading complex client engagements, developing talent, and partnering across advisory practices to deliver integrated solutions. The ideal candidate is a proven valuation leader with a strong commercial orientation, deep technical expertise, an established professional network, and a track record of building teams, developing people, and expanding client relationships in a consulting environment.

Armanino McKenna Certified Public Accountants & Consultants

Managing Director, Valuations

Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change. Reporting to a Partner and the Director of Wealth Management, the Wealth Advisor is responsible for managing a group book of client relationships, delivering comprehensive financial planning and investment advisory services.

Cain Watters & Associates

Wealth Advisor

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. As a Wealth Management Attorney - Assistant General Counsel, Vice President, within our Wealth Management Legal team, you will provide critical guidance and support to the Firm's retail investment businesses within J.P.

JPMorgan Chase & Co

Assistant General Counsel - Wealth Management- Vice President

Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. At Deloitte Tax LLP, our Private Wealth team supports ultra-affluent families, entrepreneurs, family offices, and closely held business owners with highly specialized tax and wealth transfer planning needs.

Deloitte

Tax Senior - Private Wealth

Assisting in drafting letters, spreadsheets, presentations and shells/templates, including complex formatting and preparation of documents for filing with appellate courts, district courts and various state courts through attorney service and e-filing portals. Qualified candidate must have comprehensive knowledge of legal office procedures, demonstrate initiative and have strong interpersonal, verbal and written communication skills, as well as the ability to use good judgment in handling tasks in a timely and professional manner with limited supervision.

SAFREST Resources

Legal Secretary (Dallas, TX)

Comprehension of a variety of legal court documents, including complaints, answers, rulings, judgments, affidavits, motions, appeals, table of contents/authorities, subpoenas, court dockets, reports, memos, and correspondence. Familiarity with or willingness to learn AI platforms (e.g., Microsoft Copilot, ChatGPT, or similar tools) and incorporate them responsibly into day-to-day workflows to enhance daily work tasks as appropriate and/or directed.

Greenberg Traurig

Legal Support Specialist - Litigation

At Goud Steward Advisors, our advisors are empowered to build successful, independent practices within a collaborative environment supported by comprehensive financial planning resources, advanced technology, operational excellence, and a culture of continuous professional development. The Wealth Advisor serves as the primary relationship manager for clients and is responsible for delivering comprehensive financial planning and wealth management services designed to help clients achieve their long-term financial goals.

Goud Steward Advisors

About PIPECARE Group: PIPECARE Group offers comprehensive In-Line Inspection Services to identify and size pipeline threats, Utilizing advanced technologies such as Magnetic Flux Leakage, Transverse Field Inspection, Ultrasound, and specialized tools, PIPECARE ensures precise detection and assessment of various pipeline anomalies. Manage and maintain shared contract repositories, including uploading new agreements and supporting documents, organizing records, transferring expired documents to designated folders, and ensuring accurate recordkeeping in accordance with the relevant contract tracking systems.

PIPECARE Group

Legal Administrative Assistant

A Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.

BDO USA PC

Tax Senior, Private Client Services

A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.

Estate Planning Attorney Jobs in Texas

Special Assets Officer Third Coast Bancshares Inc

Deputy General Counsel - Commercial Litigation & General Practice Fermi America Inc

Senior Consultant, Valuations Armanino McKenna LLP

Tax Supervisor Wright Staffing Source

Land Acquisition Manager RogueSearch

Litigation Legal Assistant Orion Placement

Advisory Senior Manager, Forensics Armanino

Compliance Manager The Village Dallas

HOA Relationship Development Manager Columbia Banking System Inc

Senior Associate, SBA Loan Documentation & Closing Specialist Capital One

Managing Director, Valuations Armanino McKenna Certified Public Accountants & Consultants

Wealth Advisor Cain Watters & Associates

Assistant General Counsel - Wealth Management- Vice President JPMorgan Chase & Co

Tax Senior - Private Wealth Deloitte

Legal Secretary (Dallas, TX) SAFREST Resources

Legal Support Specialist - Litigation Greenberg Traurig

Wealth Advisor Goud Steward Advisors

Legal Administrative Assistant PIPECARE Group

Tax Senior, Private Client Services BDO USA PC

Tax Manager, Private Client Services BDO USA PC

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