80 Financial Services Sales And Management jobs in Dallas.

Irving

• Skills: mortgage, loan originator, customer service, home finance, technology, customer insights, innovation, home buying journey, financial decisions, superior service
• Type: Full-time

Dallas

• Skills: Insurance Product Strategy, Builder Home Line of Business, Sales Teams, Marketing, Underwriting, Actuarial, Growth and Profit, Financial Reports, Product Management, Analytical Skills
• Experience: At least 10 years of personal lines insurance experience, encompassing the Homeowner Line of Business

Dallas

• Skills: Money Transfer, Sales Representative, negotiating agreements, money transfer agents, target new markets, travel to prospect, recruit new agents, regional sales team, internal teams, identify prospects

Fort Worth

• Skills: real estate, investment sales, financing, commercial real estate, sales volume, property marketing, investment research, technology, team, culture
• Experience: Sales or commercial real estate
• Type: Full-time

Dallas

• Skills: portfolio management, trading activities, U.S. residential mortgages, securitized products, financing options, capital market executions, risk position, portfolio P&L, loan portfolios, senior management reports

Dallas

• Skills: credit risk, audit, lending practices, stress testing, risk management, counterparty credit risk, regulatory guidelines, financial services, CCAR, commercial real estate
• Experience: Extensive experience in auditing within the financial services industry, particularly in credit risk management.
• Type: Full-time
• Salary: $65-85 DOE

Plano

• Skills: Private Client, Relationship Manager, Banking, Finance, Customer Service, Investment, Risk Management, Credit Analysis, Client Engagement, Business Development
• Type: Full-time

Plano

• Skills: financial planning, client relationships, marketing plan, coaching, networking, training, entrepreneurial spirit, goal-oriented, financial advisor, compliance
• Experience: 3+ years of work experience with a proven track record of success.
• Type: Full-time

Dallas

• Skills: Customer Engagement, Project Management, AI Integration, Cross-functional Teams, Strategic Initiatives, Stakeholder Reporting, Analytics, Negotiation Skills, Customer Orientation, Problem-solving
• Experience: Minimum of 12 years of high-tech/SaaS industry experience; 8+ years in Customer Engagement roles
• Type: Full-time

Dallas

• Skills: Underwriting, Construction, Middle Market, Broker Relations, Profitability, Marketing, Communication Skills, Analytical Skills, Portfolio Management, Customer Service
• Experience: 8 years of underwriting experience

Dallas

• Skills: Client Relationship Management, IT Professional Services, Business Development, Sales, P&L Management, Client Satisfaction, Cross-Selling, Healthcare, Team Collaboration, Strategic Planning
• Experience: 15+ years in a client facing role or account leadership role in the IT professional services or management consulting firm
• Type: Full-time

Coppell

• Skills: Merchant Funding, Customer Service, Operational Background, Financial Services, Account Management, Tele-Sales, Relationship Management, Time Management, Communication Skills, Problem Solving
• Experience: Minimum of 3 years’ experience in Operational background within finance or Financial Services/Merchant Services industry.
• Type: Full-time

Dallas

• Skills: real estate, transaction management, client relationships, financial analysis, negotiation, portfolio management, commercial real estate, process management, strategic planning, communication skills
• Experience: 5+ years of real estate experience in transactions management or corporate real estate
• Type: Full time

Dallas

• Skills: Mortgage, Lending, Client Support, Financial Advisors, Home Loans, Pipeline Management, Customer Experience, Communication Skills, Jumbo Transactions, Remote Work
• Experience: 4+ years of mortgage lending experience
• Type: Full-time
• Salary: $95,100 - $124,800 plus bonus

Dallas

• Skills: Mortgage, Loans, Consumer Loans, Loan Origination, Bilingual, Risk Management, Efficiency, Customer Service, Tech-savvy, Collaboration
• Experience: 2+ years of experience in loan production
• Type: Full-time
• Salary: $85K – $95K

Plano

• Skills: loan officer, mortgage, sustainable solutions, customer service, sales, commission, compensation plan, home loans, financing, lead generation
• Experience: 2-5 years of mortgage experience
• Type: Full-time
• Salary: $16/hour + commission

Irving

• Skills: Loan Officer, Customer Satisfaction, Creditworthiness, Mortgage Licensing, Lending, Business Development, Coordination, Operational Training, Mortgage Process, Customer Relations
• Type: Full-Time

Dallas

• Skills: relationship management, customer experience, broker, client communication, products and services, problem resolution, process improvements, sales growth, team collaboration, customer service excellence
• Experience: 1 - 3+ Years
• Type: Hybrid/Flexible
• Salary: $53,500 - $96,300

Dallas

• Skills: Food & Agribusiness, Corporate Banking, Debt Financing, Client Management, Cross-Sell Opportunities, Financial Products, Agriculture Sector, Credit Risk, Market Analysis, Portfolio Management
• Experience: +15 years of finance origination / corporate / investment banking experience
• Type: Full-time
• Salary: $250,000-$300,000

Dallas

• Skills: client experience, wealth management, financial operations, people management, team development, service standards, client satisfaction, process improvements, high-growth environment, relationship building
• Experience: 5+ years of experience in client experience or operations within the financial services industry, including 3+ years of people management experience.
• Type: Full-time

Dallas

• Skills: relationship management, customer experience, group benefits, client relationships, internal stakeholders, communication, service delivery, financial products, training, service needs
• Experience: 3 – 5+ Years experience in relationship management
• Type: Hybrid/Flexible

Dallas

• Skills: risk management, insurance, commercial lines, P&L responsibility, compliance, reinsurance, program management, relationship management, underwriting, audits
• Experience: Minimum of 7-10 years of risk management experience in personal and/or commercial insurance positions of increasing responsibility required

Dallas

• Skills: lending, customer service, consultative sales, pipeline management, pre-approvals, Fannie Mae, Freddie Mac, FHA, VA, mortgage
• Experience: At least 3+ years experience with lending experience and an active NMLS license or registered (Texas required)
• Type: Full-time

Plano

• Skills: licensed, lending, mortgage, origination, insurance, financial, consultative, customer service, loan products, sales training
• Experience: 2+ years of recent mortgage origination experience in a similar direct lending environment REQUIRED
• Type: Full-time

Dallas

• Skills: loan servicing, analytical tasks, commercial loans, construction loans, customer relationships, borrowers, banks, internal stakeholders, service delivery, portfolio management

Dallas

• Skills: Mortgage Underwriter, conventional mortgage, loan requirements, underwriting guidelines, mortgage compliance, loan pipeline, mentoring, team environment, problem-solving, communication skills
• Experience: 5+ years of experience underwriting conventional 1st mortgage loans
• Type: Full-time

Dallas

• Skills: Treasury Management, sales expertise, market trends, customer communication, product development, risk assessments, financial services, cash management, compliance regulations, customer service
• Experience: 3 or more years business/business sales experience with a demonstrated track record of achieving and surpassing quota.
• Salary: $80,000-$100,000 annually

Dallas

• Skills: wealth management, client services, customer service, sales support, compliance, teamwork, client onboarding, risk mitigation, financial services, communication skills
• Experience: two or more years related experience in the financial services industry with high net-worth clients preferred
• Type: Full-time
• Salary: $26.44 - $33.65/Hour

Irving

• Skills: Production Manager, mortgage lending, loan applications, customer service, coaching, business development, communication, processing, closing, management
• Experience: Three years mortgage lending experience: originating, processing, closing and underwriting FHA/VA/Conventional loans. At least one year in a full-charge supervisory/management capacity.
• Type: Full-Time

Dallas

• Skills: Client Partner, Banking, Financial Services, Customer Success, Sales, Business Development, Digital Transformation, Relationship Management, Strategic Partnerships, Technology Integration
• Experience: Proven track record of delivering growth with large banking & financial services clients (15M+)
• Type: Hybrid

Dallas

• Skills: alternative investments, sales, wealth management, advisors, fund roadshows, client relationships, market share, cross sell, education, compliance
• Experience: 3-5+ years in alternatives distribution
• Type: Full-time
• Salary: $190,000 - $480,000

Arlington

• Skills: member service, financial products, accounts, transactions, problem-solving, training, member inquiries, team training, community outreach, career growth
• Experience: [Not specified]
• Type: [Not specified]
• Salary: [Not specified]

Plano

• Skills: sales team, revenue growth, Mid-Market Businesses, payment processing, lending, cash flow management, data analytics, digital sales, enterprise sales, financial technology
• Experience: 10+ years in fintech / SaaS / Enterprise sales leadership or similar role within a B2B environment serving SMB customers

Fort Worth

• Skills: leadership, strategic planning, loan growth, deposit growth, risk management, team building, market development, relationship management, regulatory compliance, performance management
• Experience: 15+ years in lending, credit, risk, growth of loans, deposits, fee income

Plano

• Skills: servicing clients, financial plans, investment research, transactions, client meetings, new business paperwork, marketing events, administrative duties, client correspondence, team
• Experience: 3-5 years relevant experience
• Type: Full-time

Dallas

• Skills: client relationships, banking, financial services, account management, P&L management, stakeholder engagement, renewals, business development, risk management, digital transformation
• Experience: Minimum 10 years of experience in client-facing roles in BFS vertical
• Type: Full-time

Dallas

• Skills: Commercial Underwriting, Credit analysis, Loan evaluation, Portfolio management, Financial statements, Risk assessment, Market trends, Leadership, Communication skills, Teamwork
• Experience: 7 or more years of Commercial Credit experience; 2 or more years of experience in Commercial Underwriter role
• Type: Full-time
• Salary: $92,000.00 - $125,000.00 /year

Dallas

• Skills: customer service, member service, sales, outreach, community events, financial services, teamwork, relationship building, lead generation, financial education
• Type: full_time
• Salary: {'min': None, 'max': None, 'period': '', 'currency': ''}

Dallas

• Skills: Underwriting, Credit Transactions, Financial Analysis, Portfolio Management, Risk Rating Scorecards, Decision Making, Loan Structuring, Analytical Thinking, Collaboration, Documentation
• Type: full_time
• Salary: {'min': 82100.0, 'max': 120300.0, 'period': 'annual', 'currency': 'USD'}

Fort Worth

• Skills: Phone Sales, Customer Service, Lending, Collections, Sales, Training, Teamwork, Finance, Loan industry, Branch management
• Type: full_time
• Salary: {'min': 1395.0, 'max': 1524.0, 'period': 'hourly', 'currency': 'USD'}

Dallas

• Skills: Group Benefits, relationship management, customer support, insurance products, business relationships, financial security, team collaboration, process improvement, training and education, sales growth
• Type: full_time
• Salary: {'min': 90000.0, 'max': 175000.0, 'period': 'annual', 'currency': 'USD'}

Frisco

• Skills: relationship management, business development, loan approval, financial analysis, credit transactions, sales, customer servicing, profitability, loan portfolio management, complex problem solving
• Type: full_time
• Salary: {'min': 150000.0, 'max': 200000.0, 'period': 'annual', 'currency': 'USD'}

Dallas

• Skills: credit underwriting, financial statement analysis, Debt Service Coverage, Commercial Credit Approval, portfolio management, risk assessment, collateral evaluation, nCino, Commercial Banking Loan Policy, customer relationship management
• Type: full_time
• Salary: {'min': 80000.0, 'max': 110000.0, 'period': 'annual', 'currency': 'USD'}

Fort Worth

• Skills: real estate loan administration, servicing activities, Mortgage Warehousing, LoanIQ, documentation benchmarks, draw packages, principal, interest, financial analysis, regulatory compliance
• Type: full_time
• Salary: {'min': None, 'max': None, 'period': '', 'currency': ''}

Dallas

• Skills: jet card sales, high-net-worth individuals, relationship building, negotiation, sales technology, lead generation, aviation industry, consultative sales, community engagement, customer experience
• Type: full_time
• Salary: {'min': 55000.0, 'max': 65000.0, 'period': 'annual', 'currency': 'USD'}

Dallas

• Skills: client experience, financial services, operations, wealth management, people management, process improvements, client onboarding, financial operations, high-net-worth clients, fintech
• Type: full_time
• Salary: {'min': None, 'max': None, 'period': '', 'currency': ''}

Plano

• Skills: mortgage, sales, customer service, loan origination, document management, underwriting, training, financing, AI-powered applications, home efficiency
• Type: full_time
• Salary: {'min': 24.04, 'max': None, 'period': 'hourly', 'currency': 'USD'}

Fort Worth

• Skills: Wealth Management, Client Service, Risk Management, Investment Products, Financial Advisors, Operations Management, Trend Analysis, Compliance, Team Leadership, Digital Solutions
• Type: full_time
• Salary: {'min': None, 'max': None, 'period': '', 'currency': ''}

Dallas

• Skills: Wealth Management, Investment Strategy, Financial Planning, Client Relationships, Sales Opportunities, Asset Allocation, Tax Planning, Estate Planning, Regulatory Compliance, Client Service
• Type: full_time
• Salary: {'min': 113000.0, 'max': 145000.0, 'period': 'annual', 'currency': 'USD'}

Irving

• Skills: Loan Origination, Customer Financial Information, Mortgage Products, Sales Activities, Lead Generation, Homebuyer Seminars, Loan Applications, Rate Lock Policies, Customer Service, Construction Trailer
• Type: full_time
• Salary: {'min': None, 'max': None, 'period': '', 'currency': ''}

Dallas

• Skills: Energy banking, credit analysis, underwriting, treasury management, business development, portfolio management, loan officer, customer relationships, financial analysis, commercial bank
• Type: full_time
• Salary: {'min': None, 'max': None, 'period': '', 'currency': ''}