Financial Services Specialist
4 weeks ago
We are seeking a highly skilled Financial Services Specialist to join our team at The Rockridge Group. As a key member of our banking operations team, you will be responsible for managing loan portfolios, analyzing financial data, and providing exceptional client service.
Key Responsibilities- Manage loan portfolios, including trade capture, valuations, and break resolution
- Analyze financial data to identify trends and opportunities
- Provide exceptional client service, including customized client requests and communication with senior Hedge Fund personnel
- Maintain loan product knowledge to input, review, analyze, and process syndicated bank loan portfolios
- College graduates with an analytical mind and 3-8 years of hedge fund or similar experience
- Knowledge of syndicated bank loans and credit markets
- Work experience with loan administration, loan closing, or loan servicing
- Experience with bank loan administration systems and loan research tools
- Familiarity with Excel and relational databases
- Influential team players who make decisions with the firm in mind
- Motivated High Performers who can accomplish amazing amounts of important work
- Clear and persuasive communicators
- Adaptable coalition builders
- Confident and conscientious persons
The Rockridge Group is a leading provider of financial services, with a strong focus on client satisfaction and team collaboration. We are committed to providing a dynamic and supportive work environment that fosters growth and development.
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Financial Services Ambassador
4 weeks ago
Dallas, Texas, United States Spectrum Financial Group Full timeJob OverviewSpectrum Financial Group is seeking a skilled Digital Engagement and Onboarding Specialist to join our team.This role involves creating a strong online presence for the firm, generating leads through social media marketing, and organizing marketing efforts.The ideal candidate will be a great connector, comfortable speaking with people on the...
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Financial Services Associate
3 weeks ago
Dallas, Texas, United States Howell Financial Group Full timeAbout Us:Howell Financial Group is a leading financial services firm dedicated to delivering personalized solutions for individuals, families, and businesses. Our team is committed to providing exceptional service and customized financial strategies to help our clients achieve their financial goals.Position Overview:We are seeking a detail-oriented and...
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Financial Services Professional
4 weeks ago
Dallas, Texas, United States Howell Financial Group Full timeAbout UsHowell Financial Group is a leading financial services firm dedicated to delivering personalized solutions for individuals, families, and businesses. Our team is committed to providing exceptional service and customized financial strategies to help our clients achieve their financial goals.Position OverviewWe are seeking a motivated and...
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Maverick Financial Services Insurance Agent
3 weeks ago
Dallas, Texas, United States Maverick Financial Services Full timeWe are seeking highly motivated and driven individuals to join our team of life insurance sales representatives. As a representative with Maverick Financial Services, you will have the freedom and flexibility to work 100% remote from the comfort of your home office.Our company offers a complete training program at no charge, as well as a mentor to guide you...
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Financial Planning Specialist
4 weeks ago
Dallas, Texas, United States Spectrum Financial Group Full timeJob OverviewSpectrum Financial Group is a leading financial services firm offering comprehensive investment advice to clients in all stages of life.Key ResponsibilitiesEvaluate clients' financial goals and objectivesConduct financial feasibility analyses and provide recommendationsDevelop and implement investment plans and strategiesBuild and maintain strong...
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Financial Services Office Manager
4 weeks ago
Dallas, Texas, United States Howell Financial Group Full timeFinancial Services Office Manager**About Us**Howell Financial Group is a leading provider of comprehensive financial solutions, dedicated to delivering exceptional service and results to our clients. We are seeking a highly organized and motivated Office Manager to contribute to our mission of excellence in financial services.**Position Overview**The Office...
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Financial Services Office Manager
3 weeks ago
Dallas, Texas, United States Howell Financial Group Full timeAbout Us:Howell Financial Group is a leading provider of comprehensive financial solutions, dedicated to delivering exceptional service and results to our clients. We are seeking a highly organized and motivated Office Manager to contribute to our mission of excellence in financial services.Position Overview:The Office Manager will play a crucial role in...
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Financial Services Expert
4 weeks ago
Dallas, Texas, United States Meron Financial Agency Full timeWhy Choose Meron Financial Agency?Meron Financial Agency is a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a client-centric approach, cutting-edge technology, and a supportive team environment, we offer the tools and opportunities you need to thrive.We are looking for passionate, driven individuals...
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Financial Services Transition Specialist
1 month ago
Dallas, Texas, United States Hilltop Holdings Full timeJob DescriptionHilltop Securities is seeking a highly skilled Advisor Transition Specialist to join our Wealth Management team. As a key member of our team, you will be responsible for ensuring a seamless transition of financial professionals into our network.Key Responsibilities:Coordinate new advisor onboarding, training, and coordination to ensure...
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Senior Financial Consultant
4 weeks ago
Dallas, Texas, United States Spectrum Financial Group Full timeUnlock Your Practice's PotentialAs a seasoned Financial Advisor, you've built a thriving practice that requires a bold, forward-thinking partner to take it to the next level. At Spectrum Financial Group, we respect your expertise and offer the freedom to build your business the way you want, with the support of a like-minded partner.We're seeking experienced...
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Financial Planning Specialist
1 month ago
Dallas, Texas, United States Talently Recruiting Full timeFinancial Planning Opportunity **About the Role** Talently Recruiting is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will provide comprehensive financial planning services to high and ultra-high-net-worth clientele. Your expertise will guide individuals and families on strategic asset...
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Financial Security Specialist
4 weeks ago
Dallas, Texas, United States Global Financial Impact - Lorraine Emperador Full timeFinancial Professional RoleAt Global Financial Impact, we're seeking a motivated and driven Financial Professional to join our team. As a key member of our organization, you'll play a vital role in helping individuals and families achieve their financial goals and secure their futures.Key Responsibilities:Develop and implement personalized financial...
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Chief Financial Planning and Analysis Officer
3 weeks ago
Dallas, Texas, United States Stellantis Financial Services US Full timeJob SummaryStellantis Financial Services US is seeking a highly skilled Chief Financial Planning and Analysis Officer to lead our financial planning and analysis team. As a key member of our leadership team, you will be responsible for creating, maintaining, and improving financial forecasts and annual budgets.Key Responsibilities:Lead a team of financial...
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Financial Operations Specialist
4 weeks ago
Dallas, Texas, United States North America Cabinetry Group, Inc. Full timeJob DescriptionFinancial Operations Specialist for North America Cabinetry Group, Inc.Job Summary:We are seeking a highly skilled Financial Operations Specialist to join our team. The successful candidate will be responsible for managing financial data, preparing financial reports, and ensuring the accuracy of financial transactions.Key...
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Financial Operations Specialist
4 weeks ago
Dallas, Texas, United States Pegasus Recovery Solutions Full timeJob DescriptionWe are seeking a highly skilled Financial Operations Specialist to join our team at Pegasus Recovery Solutions. The ideal candidate will have experience in accounting and bookkeeping, with a strong focus on financial management and analysis.The Financial Operations Specialist will be responsible for managing incoming payments and outgoing...
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Financial Operations Specialist
1 month ago
Dallas, Texas, United States North America Cabinetry Group, Inc. Full timeJob SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at North America Cabinetry Group, Inc. This role will be responsible for managing the financial operations of the company, including accounting, financial reporting, and compliance.Key ResponsibilitiesCollaborate with customer service to collect and process payments...
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Financial Reporting Specialist
4 weeks ago
Dallas, Texas, United States MUFG Full timeFinancial Reporting SpecialistMUFG is seeking a highly motivated Financial Reporting Specialist to join our team. The successful candidate will be responsible for analyzing quarterly financial statements, recording and reconciling transactions in the investment accounting system, and assisting in the preparation of historical investment performance analysis...
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Risk Assessment Specialist
4 weeks ago
Dallas, Texas, United States CNA Financial Corporation Full timeJob SummaryWe are seeking a skilled Underwriting Specialist to join our team at CNA Financial Corporation.Key ResponsibilitiesReview applications and financial requirements for risks requiring complex underwriting skills.Determine acceptability of risk in accordance with company guidelines.RequirementsStrong analytical and problem-solving skills.Ability to...
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Financial Planning Specialist
4 weeks ago
Dallas, Texas, United States 2Bros Services Full timeWe are seeking a skilled financial professional to contribute to our company's growth. The ideal candidate will have experience analyzing financial data, developing profit-focused action plans, and providing data-driven insights to drive business performance.This role is a great opportunity for a motivated individual to work remotely and make a meaningful...
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Senior Financial Planning Specialist
4 weeks ago
Dallas, Texas, United States 2Bros Services Full timeWe are seeking a highly skilled financial professional to contribute to our team's success. The ideal candidate will have experience analyzing financial data, developing profit-focused action plans, and creating trend forecasts and variance monitoring reports. Additionally, this person should be proficient in data visualization and modeling. The right...