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Dallas, Texas
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Collects, reviews and documents receipt of financial statements, covenant compliance, and additional ... Credit Risk partners.
Prepares and documents guarantor financial analysis in renewal or credit
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Dallas, Texas
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sales presentations
Determines the financial viability and associated risks of client business ...
Achieves assigned sales and retention goals
Understands client financial goals and objectives and
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Dallas, Texas
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existing customer relationships by conducting needs-based conversations on a variety of financial products ... ’ financial products and services, including all loan and deposit products
Fields inbound phone calls
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Dallas, Texas
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loan requests, analyze financial data, and determines qualification of collateral and customer credit ... market including but not limited to realtors, builders, and financial planners
**Preferences
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Dallas, Texas
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process for all members of the Relationship Team and vendors associated with each loan. The closing ... ) years of related financial services industry experience
Advanced knowledge of insurance
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Dallas, Texas
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process for all members of the Relationship Team and vendors associated with each loan. The closing ... ) years of related financial services industry experience
Advanced knowledge of insurance
...
