Credit Officer jobs in United States, Texas, Dallas
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Company
Job type
Job categories
Job title (1)
United States
Texas
Dallas
14 jobs found
11.06.2025
BOA
Bank Of America Portfolio Management Officer I/II-Asset Based Finance United States, Texas, Dallas
Financial Statement Analysis. Collateral Analysis. Preparation of credit approval write-ups. Preparation of term sheets and client presentations. 2+ yrs experience in Asset Based Lending, Commercial or Corporate credit or relationship...
Review day-to-day activities per SOPs and client deadlines. Audit and plan resources for peak cycles. Analyze client accounting records and escalate issues. Identify and correct accounting misstatements. Resolve team queries...
Acquire, manage, and retain a portfolio of 100 – 130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management...
Identify potential commercial clients through market research, industry networks, referrals, and events. Develop and execute a strategic prospecting plan to build and maintain a robust pipeline of new business opportunities....
Manages and directs team(s) to achieve business results and customer experience goals. May have direct sales and client responsibilities and may manage both individual contributors and other managers. Oversees team(s)'s...
Work with a team of fiduciary professionals to administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed...
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings. Helps...
Financial Statement Analysis. Collateral Analysis. Preparation of credit approval write-ups. Preparation of term sheets and client presentations. 2+ yrs experience in Asset Based Lending, Commercial or Corporate credit or relationship...
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