NewPortfolio Manager & PI Planning Coordinator System OnePortfolio Manager & PI Planning CoordinatorPlano, TX$170 / yearWe are seeking a highly organized and proactive Portfolio Manager & PI Planning Coordinator to support business operations through a combination of ad hoc portfolio management activities and large-scale planning event coordination. The ideal candidate is a self-starter who can synthesize information from multiple sources, manage competing priorities, and translate data into clear, actionable insights for stakeholders.
Senior Portfolio Manager First Horizon BankSenior Portfolio ManagerDallas, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Partnering closely with Relationship Managers, this role leads the structuring, underwriting, origination, renewal, and servicing of credits; independently prioritizes requests, assesses risk and risk ratings, recommends optimal credit structures, and prepares and presents credit proposals.
NewSenior Tax Manager ( Hybrid ) JobotSenior Tax Manager ( Hybrid )Grapevine, TX$140,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This is a key leadership role offering the opportunity to manage client relationships, guide junior staff, and shape tax strategies for a diverse client base—all within a collaborative, stable environment that values both professional excellence and work-life balance.
Preconstruction Manager -HEALTHCARE CONSTRUCTION JobotPreconstruction Manager -HEALTHCARE CONSTRUCTIONDallas, TX$125,000–$175,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. About the Role: The Preconstruction Manager leads all preconstruction activities, ensuring projects are well-planned, cost-effective, and aligned with client objectives.
NewTax Manager JobotTax ManagerDallas, TXRemote$120,000–$175,000 / year5+ years of public accounting experience with meaningful exposure to real estate and/or construction clients, complex deal structures, partnership taxation, and multi-entity environments preferred. What you'll be doing: Managing a complex client portfolio weighted heavily toward real estate and construction, including syndicated deals, multi-partner structures, large GCs, and developers.
NewSenior Audit Manager ( Hybrid) JobotSenior Audit Manager ( Hybrid)Grapevine, TX$140,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Well-established, full-service CPA firm that provides a full suite of traditional audit/review, tax, and accounting services to individuals and businesses, both large and small, throughout the Dallas/Fort Worth area.
NewRemote Tax Manager JobotRemote Tax ManagerDallas, TXRemote$140,000–$170,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate will have a strong background in public accounting, with a focus on complex tax returns for S Corp and Partnerships and their HNW owners.
NewSenior Tax Manager JobotSenior Tax ManagerDallas, TX$200,000–$275,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We're seeking a Senior Tax Manager to lead and expand our flow‑through tax practice, working primarily with complex partnerships, LLCs, and S‑corporations.
Senior Project Manager (Salesforce / SaaS Implementation) Vaco LLCSenior Project Manager (Salesforce / SaaS Implementation)Dallas, TX$75–$100 / hourThe Senior Project Manager (Software Delivery) will lead cross-functional teams (internal staff, contractors, and vendors), manage multi-million dollar budgets, develop detailed project plans, mitigate risks, drive change management and user adoption, and deliver executive-level communications and updates to senior leadership. JOB REQUIREMENTS Enterprise Project / Program Leadership (8+ years) – SaaS Implementation / Salesforce (required) / Sitecore (strongly preferred) | Leading Complex Enterprise Projects and Digital Transformation Initiatives / Managing Cross-Functional Teams | Delivering Technology Solutions within Scope / Budget / Schedule.
NewProject Manager/Sr. PM - HEALTHCARE CONSTRUCTION JobotProject Manager/Sr. PM - HEALTHCARE CONSTRUCTIONDallas, TX$125,000–$175,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our expertise lies in building healthcare facilities, and our award-winning portfolio includes a diverse range of projects such as commercial, educational, faith-based, industrial, and recreational facilities.
NewManager, Project Management - Remote IntradoManager, Project Management - RemoteDallas, TXRemote$115,000–$125,000 / yearWe are seeking an experienced Manager, Project Management to lead a portfolio of complex, cross-functional projects that drive strategic business outcomes. Our cutting-edge company strives to become the most trusted, data-centric emergency services partner by uniting fragmented communications into actionable intelligence for first responders.
NewManager, SAP S4 Public Cloud P2R/EPPM Lead KPMGManager, SAP S4 Public Cloud P2R/EPPM LeadDallas, TX$145,350–$253,230 / yearQualifications: Minimum of six years of recent external management consulting experience, including at least Two full lifecycle SAP S/4HANA Public Cloud implementation with core responsibility for Enterprise Portfolio and Project Management (EPPM), demonstrating the ability to support stakeholder engagement and contribute to business and delivery outcomes. Responsibilities: Lead Enterprise Portfolio and Project Management (EPPM) workstreams within SAP S/4HANA Public Cloud transformation programs, supporting customer, internal, and investment project scenarios across Project to Result (P2R) and Professional Services environments, and participating in implementation lifecycle activities and solution reviews.
Finance Manager Way Forward ConsultingFinance ManagerPlano, TX$55–$57 / hourContractorThey are equally comfortable discussing survey methodology, customer segmentation, and conjoint analysis as they are discussing AI copilots, agent orchestration, and automated insight generation. • Bachelor's degree in Market Research, Marketing, Business, Psychology, Statistics, Economics, or related field.
Senior Project Manager Kforce Inc.Senior Project ManagerDallas, TX$63–$71Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
Accounts Receivable Manager Vaco LLCAccounts Receivable ManagerDallas, TX$120,000–$130,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Manager, SAP S4 Public Cloud Professional Services Automation (PSA) KPMGManager, SAP S4 Public Cloud Professional Services Automation (PSA)Dallas, TX$145,350–$253,230 / yearExperience supporting at least two full lifecycle SAP implementation focused on Solution Order Management, Subscription Billing, Service Contracts, Enterprise Portfolio and Project Management (EPPM), and Professional Services Automation, with ability to contribute to workshops, assist in defining business-centric solutions, and support integration with related modules such as Sales, Finance, and Service Delivery. Qualifications: Minimum six years of recent external management consulting experience with a focus on hybrid business model transformation, including at least two full lifecycles SAP S/4HANA Public Cloud implementation in Enterprise Portfolio and Project Management (EPPM), Solution Order Management and/or Professional Services Automation, with demonstrated ability to support stakeholder engagement and contribute to business strategy and outcomes.
NewManager - Procurement Consulting - Contract IQ KPMGManager - Procurement Consulting - Contract IQDallas, TXIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewSenior Manager Data Engineering Charles SchwabSenior Manager Data EngineeringSouthlake, TXDemonstrated experience in building scalable data ingestion frameworks to acquire and integrate data from diverse source systems in real-time, near real-time, and batch modes into operational data stores and enterprise data warehouses for downstream consumption. • Design and oversee scalable batch and streaming data pipelines using Java, Spring, Kafka based technologies, and GCP native services (Cloud Run, GKE, Cloud Functions, Pub/Sub, Cloud SQL, Cloud Storage).
NewSenior Product Manager - Remote IntradoSenior Product Manager - RemoteDallas, TXRemote$120,000–$150,000 / yearWorking within Intrado’s product operating model, you will partner closely with Sales, Customer Success, Engineering, Network Operations, Product Operations, Regulatory Affairs, and telecommunications service providers to define and deliver solutions that meet evolving customer, industry, and regulatory requirements. The ideal candidate brings experience in telecommunications, emergency communications, or network-based services and has a strong understanding of Wireline, VoIP, NG911, location information services, and the public safety ecosystem.
Senior Product Manager, Fortary - Remote Ava LabsSenior Product Manager, Fortary - RemoteDallas, TXRemoteAs the business architect for trading, lending, and liquidity, the Senior Product Manager will define and lead the long-term product vision, portfolio strategy, and investment priorities for Fortarys institutional trading, lending, and liquidity platform, ensuring alignment with company objectives and growth strategy. The ideal candidate brings a proven track record of defining and scaling successful B2B fintech or digital asset products, shaping long-term product strategy, and leading complex cross-functional initiatives.
NewFederal SAP Concur Implementation Project Manager - Remote Censeo Consulting GroupFederal SAP Concur Implementation Project Manager - RemoteDallas, TXRemote$90,000–$140,000 / yearDefines agency’s change management and transition communication requirements and performance metrics with a focus on mitigating adoption risks and satisfying customer information needs Identify agency stakeholder groups, assess stakeholder information needs, and prepare communication planning materials outlining key messages, methods, and timing by stakeholder group. Censeo is seeking a consultant to serve as a Customer Engagement Manager to support the GSA and other federal client agencies by providing customer engagement and operations planning support to customer agencies transitioning to the GO.gov e-gov travel services (ETS) shared service.
NewTax Senior Manager, Private Client Services bdo consultingTax Senior Manager, Private Client ServicesDallas, TX$146,000–$200,000 / yearA Tax Senior Manager, Private Client Services (PCS) 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. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
NewLead Designer / Project Manager Design Management CompanyLead Designer / Project ManagerDallas, TXDesign Management Company has over 25 years of networking, resources and experience in the interior design, architecture, construction and home furnishings industry, so we understand businesses and hiring needs. Employers WIN: We practically eliminate the possibility of a wrong hire while advising on current market trends, compensation packages and staff management.
NewManager or Senior Manager, Financial Services Valuation (NYM) KPMGManager or Senior Manager, Financial Services Valuation (NYM)Dallas, TX$120,745–$243,915 / yearResponsibilities: Manage and deliver valuation services related to a variety of financial assets and liabilities in the financial services industry (including banking, specialty lending, insurance, fintech, Insurtech, and asset management) including individual loans and portfolios of commercial real estate (CRE) loans, residential mortgages, commercial & industrial (C&I) loans, construction loans, auto loans, other consumer loans, specialty finance products, and more. Perform and/or review detailed cash flow modeling for mortgage and other loan portfolios, incorporating key credit loss, prepayment, and discount rate assumptions; analyze and interpret large, complex loan-level datasets (e.g., loan tapes, servicing and performance data) and translate findings into valuation inputs and conclusions.
Asset Manager - Dallas, TX Michael Page USAAsset Manager - Dallas, TXDallas, TX$110,000–$180,000 / yearFull timeOur client is a market-leading, vertically integrated real estate owner-operator with a large-scale residential portfolio across key growth markets in the United States. This is a high-impact leadership role focused on driving performance, enhancing asset value, and shaping strategic portfolio initiatives within a collaborative, data-driven environment.
NewSenior Director, Client Partner EPAM SystemsSenior Director, Client PartnerDallas, TXIn this role, you will act as the primary point of contact for clients, delivery teams, technology practices and consulting teams within the Life Sciences Business Unit, developing account strategies, architecting delivery approaches, building successful relationships and owning business results. • Shape solutions that bridge strategy and plans to real-world execution, properly scoping and pricing engagements with delivery team counterparts, establishing optimal operating models and project team organization, and leading the transition from the sales process to the delivery phase.
Senior Director, Product Design - Remote HighLevelSenior Director, Product Design - RemoteDallas, TXRemote$285,000–$361,000 / yearYou will partner closely with Product, Engineering, Data, Marketing, Sales, Customer Success and executive leadership to turn company strategy into cohesive, intuitive and commercially impactful product experiences. You will also be responsible for evolving HighLevels bespoke design system and accelerating its adoption so teams can move faster, ship with greater consistency and deliver higher-quality experiences at scale.
Technology Project Manager InfovisionTechnology Project ManagerIrving, TXFull timeSuccess in the first 90 days looks like an established release cadence, a completed operational readiness assessment, and trusted working relationships across engineering, clinical operations, data security, and executive stakeholders. This person will own release orchestration for cloud infrastructure deployments — including Salesforce Health Cloud ecosystems — and drive organizational change management across clinical, commercial, and technical stakeholder groups.
Senior Portfolio Manager Fifth Third BancorpSenior Portfolio ManagerFrisco, TXGENERAL FUNCTION: A Senior Portfolio Manager will have primary responsibility for managing a portfolio of commercial loans and ancillary credit exposure through their review of updated financial statements and proactive monitoring of the business. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Loan Portfolio Manager Hilltop Holdings IncLoan Portfolio ManagerDallas, TXPerforms monitoring and servicing activities on an assigned portfolio of commercial relationships of varying size and complexity: Manages loan performance to ensure credit portfolio remains robust and compliant; including, minimizing and resolving exceptions and past dues; Conducts regular reviews of existing loans to assess credit quality and identify potential risks; Intervenes as necessary to ensure loans maintain good standing; Monitors inspections pertaining to real estate construction projects; Orders inspections on projects at defined dollar amounts, as outlined by internal policy; Confirms that loan advance requests are valid as compared to project completion and coordinates with Loan Officer and Construction Draw Desk to advance funds to borrowers; Monitors covenant compliance and remediates any regulatory breaches; Calculates and analyzes borrowing bases to ensure ongoing compliance. Participates in day-to-day client interaction in conjunction with and/or under the guidance of Loan Officers and/or Portfolio Management leadership team; accompanies Loan Officers on calls with existing and/or prospective clients as requested.
ABL Portfolio Manager II - Specialty Credit Texas Capital BankABL Portfolio Manager II - Specialty CreditDallas, TexasHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. .
ABL Portfolio Manager II - Specialty Credit Texas Capital Bancshares IncABL Portfolio Manager II - Specialty CreditDallas, TXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.
Associate Portfolio Manager NorthmarqAssociate Portfolio ManagerDallas, TexasThis position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, reviewing and analyzing borrower consent requests, calculating/coordinating loan payoffs, and satisfying investor requirements. Specific responsibilities include: Working with a diverse range of Life Insurance lenders, companies, private clients, and investment lenders, providing a personalized, client-centric experience tailored to each lender’s specific guidelines and requirements.
VP, Portfolio Manager (Healthcare & ABL) Madison-DavisVP, Portfolio Manager (Healthcare & ABL)Dallas, TX$150,000–$170,000 / yearThis is a senior Portfolio Manager and Underwriter opportunity within the Healthcare Finance specialty lending group of a well-established commercial bank, offering end-to-end ownership across underwriting, credit monitoring, and portfolio management for C&I, CRE, and ABL transactions in the healthcare sector. Perform ongoing monitoring of credit and covenant compliance across the healthcare portfolio;accurately risk-rate loans and evaluate both cash flow and collateral-based credits.
NewHealthcare Portfolio Manager Senior Elevance HealthHealthcare Portfolio Manager SeniorGrand Prairie, IndianaCoordinates and/or provides strategic direction for aligning a specific organizations project plan of record and annual goal objectives with annual operating budget by specifying goals, strategy, staffing, scheduling, identifying risks, contingency plans, identification of budget and achieving long-term and short-term financial objectives with the primary goal of ensuring that ROI thresholds are met. Requires an BA/BS degree in Information Technology, Computer Science or related field of study and a minimum of 7 years of broad based experience planning, designing and organizing a series of large size highly complex portfolios, project management experience in multiple technical and business disciplines; or any combination of education and experience, which would provide an equivalent background.
Portfolio Manager - Unified Communications SangomaPortfolio Manager - Unified CommunicationsDallas, TexasWe are seeking a Portfolio Manager to drive planning, prioritization, governance, and execution across Sangoma's Unified Communications portfolio, including UCaaS, CCaaS, SIP Trunking, Managed Connectivity, and related communication solutions. Proven experience managing complex portfolios, programs, or cross-functional initiatives in SaaS, cloud communications, telecommunications, or technology environments.
Associate Portfolio Manager NorthMarq Capital LLCAssociate Portfolio ManagerDallas, TXThis position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, reviewing and analyzing borrower consent requests, calculating/coordinating loan payoffs, and satisfying investor requirements. Specific responsibilities include: Working with a diverse range of Life Insurance lenders, companies, private clients, and investment lenders, providing a personalized, client-centric experience tailored to each lender's specific guidelines and requirements.
Sr Portfolio Manager - Specialty Credit Texas Capital Bancshares IncSr Portfolio Manager - Specialty CreditTXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and identify cross-sell opportunities.
Portfolio Manager - Homebuilder Texas Capital Bancshares IncPortfolio Manager - HomebuilderDallas, TXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and identify cross-sell opportunities.
Sr Portfolio Manager - Specialty Credit Texas Capital BankSr Portfolio Manager - Specialty CreditDallas, TexasHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and identify cross-sell opportunities.
Portfolio Manager - Homebuilder Texas Capital BankPortfolio Manager - HomebuilderDallas, TexasHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and identify cross-sell opportunities.
Portfolio Manager - CBG Bank of HopePortfolio Manager - CBGTXAs a Portfolio Manager, you will be a senior member of the team and will be responsible for managing the risk of the portfolio and the individual credits that comprise the portfolio; taking the lead role in underwriting new transactions, both for existing and new prospective clients; ongoing portfolio review/monitoring, mentoring and training junior staff. Understand, structure, and negotiate corporate type loans that includes leverage loans, asset-based finance and borrowing based deals for bi-lateral, participation and large syndication loans.
Asset Based Lending Portfolio Mgr. - SLC, Houston or Dallas Zions Bancorporation NAAsset Based Lending Portfolio Mgr. - SLC, Houston or DallasDallas, TXQualifications: 2-8+ years in asset-based lending, underwriting, loan structuring, credit and portfolio management, field exam, loan documentation, loan workouts, monitoring collateral and credit performance, economic and industry evaluations, or other directly related experience. Ideal candidates will have the skills and experience necessary to: Support the lending unit in legal documentation, closing, analyzing financial data, and managing both new and existing complex Asset-Based loans.
Senior Commercial Banking Portfolio Manager Wells Fargo & CoSenior Commercial Banking Portfolio ManagerIRVING, TX$100,000–$163,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this role, you will: Participate in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional area.
Portfolio Manager (Tech Team) Susser Bank Holdings LLCPortfolio Manager (Tech Team)Dallas, TXPosition Summary The Portfolio Manager is responsible for supporting the Banks portfolio of business by servicing prospective and current customers with a variety of commercial loans. Comply with the Bank Secrecy Act, OFAC and USA PATRIOT Act including Customer Identification Program, customer due diligence and reporting suspicious activity to the BSA Department.
Middle Market Banking - Portfolio Manager II NBH BankMiddle Market Banking - Portfolio Manager IIDallas, TXYou will be responsible for a variety of tasks, including: • Effectively supporting the management of profitable client relationships • Working with other areas in the Bank, including Credit, Loan Operations, and Executive Management • Assisting in the cross-selling of the Banks lending, depository, and treasury management products to new and existing bank clients • Assisting in the review and structuring of large, complex transactions • Presenting deals to credit officers • Negotiating credit terms and legal documentation with clients and referrals • Leading underwriting on loan presentations, ensuring the overall success and growth of an assigned portfolio by deepening relationships of existing clients and through the acquisition of new clients. As such, we want to share the following: • Office setting with traditional hours • Must be able to work at a rapid pace for long periods of time, typically no longer than 8 hours • Must be able to push, pull, pull up, bend at the knees and waist, twist body at the waist, raise and hold arms overhead, turn head-neck-shoulders as needed, grasp and hold tools and other items with hands for either extended periods of time or many times throughout the workday • Must be able to work overtime to the extent necessary • Must be able to work additional hours outside routine business hours to the extent necessary • Must be able to travel - estimated at 25% of the time.
Senior Manager - Solution Portfolio Manager Deloitte Touche Tohmatsu LtdSenior Manager - Solution Portfolio ManagerTX$163,000–$322,100 / yearExperience working in Finance, ERP, or enterprise software product contexts preferred; managing, creating, or implementing solutions/ products that support automation of finance functions such as Record to Report. As a Senior Manager and Solution Portfolio Manager within our Finance Transformation Tech Enablement team, you will own the product strategy, market sizing, competitive fit, and portfolio prioritization for the Finance Operate Platform.
Manager, Technology Portfolio GXO Enterprise Services LLCManager, Technology PortfolioDallas, TXFull timeYou will own portfolio governance, prioritization, and investment performance, ensuring strategic initiatives deliver measurable value in service, cost, productivity, and growth while enabling clear executive decision-making and predictable delivery outcomes. As the Global Portfolio Manager, you will lead enterprise-scale, multi-year technology and operating model transformations across GXO's global logistics network.
CRE Portfolio Manager III Huntington National BankCRE Portfolio Manager IIIDallas, TexasAs appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers. The CRE Portfolio Manager III services, deepens, and retains assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles within the CRE organization.
Commercial Portfolio Manager II - Financial Institutions Fifth Third BancorpCommercial Portfolio Manager II - Financial InstitutionsFrisco, TX$80,500–$169,100 / yearReviews documentation to achieve understanding required for the processing and monitoring of loans, monitors financial performance and compliance with loan covenants, takes appropriate action with proper communication on loans that are not in compliance, are mature or past due, and communicates with customers as needed or directed. ESSENTIAL DUTIES AND RESPONSIBILITIES: Partners with their peer Portfolio Managers, Industry Credit Lead or Credit Officer, Team Leaders, and Relationship Managers in credit underwriting efforts through performing industry and company research, financial analysis and modeling, and approval document preparation and review.