Top Financial Analysis Executive jobs in San Antonio, TX
Top Financial Analysis Executive plans and directs all aspects of an organization's financial analysis projects and statistical studies. Evaluates organizational projects or plans to determine financial impact. Being a Top Financial Analysis Executive identifies short term and long term business plans conducting with standard financial policies and regulated procedures. Ensures projects or departments are working towards achievement of the organization's financial goals. Additionally, Top Financial Analysis Executive requires a bachelor's degree. Typically reports to an Executive. The Top Financial Analysis Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)
Recently Added Top Financial Analysis Executive jobs
Executive Banking Assistant
- Independent Financial
-
San Antonio, TX
FULL_TIME
-
This role has the opportunity to work hybrid. During the interview process, our Talent Acquisition Team will share additional details with you.Under general direction, the Banking Assistant is responsible for providing administrative support to the Manager, Relationship Managers and/or Portfolio Managers in a specific geographical market or business line. The Banking Assistant is responsible for the proper processing of loan transactions and documents for loans in the portfolio, the maintenance of loan files and records, and the preparation of various reports. In addition, the Banking Assistant may communicate with third parties and customers to facilitate loan servicing and problem solve.Responsibilities:
- Coordinate loan due diligence with various third parties including loan processors and/or customers for larger, complex customer relationships
- Prepare and review loan due diligence for processing, administration and closing for larger, complex customer relationships with a deeper understanding of banker and customer expectations
- Conduct loan closings and disburse funds for more complex loans (participations, syndications and SWAP transactions
- Prepare advances on line of credit loans as approved by banker. More familiar with borrowing base and calculations of available funds
- Assist bankers with ongoing file maintenance, past due reports/notices, insurance management, compliance exceptions through problem solving and contacting customers as needed on more complex transactions
- Process extensions and/or modifications of matured loans
- Inform existing customers about the Bank’s products and services and works to resolve any issues (may vary by market)
- Participate in bank, customer and other meetings outside of the office to support business development efforts (may vary by market)
- Oversee and review loan due diligence as a point of contact for less experienced assistants
- Prepare and maintain construction loan records, floor plans, fund loans as needed and work closely with internal and external clients during the construction process on the most complex deals
- Review and coordinate resolution of NSF items and prepare wire transfers as needed. Verify wires up to specific amount based on approval limit
- Primary contact and subject matter expert for customer and third party inquiries throughout the lending relationship including but not limited to facilitating loan documentation, payment amounts, credit information, and resolving associated problems
- Answer customer inquiries regarding all transactions related to loan accounts; analyze the appropriateness of waiver requests and may negotiate exceptions
- Assist customers with credit information and credit reference requests from other companies and/or other institutions
- Adhere to operational controls to ensure safety and security of customers and banks assets, including legal, corporate and regulatory procedures and policies
- Train, on-board and provide ongoing support for new Banking Assistants and Bankers
- Champion for implementing new processes and procedures throughout the market
- Train and disseminate new information to all necessary parties
- May have direct reports, manage work flow
Qualifications:Education Requirements- High school diploma or equivalent is required
- Minimum of 7 years of experience in financial services customer service environment and/or loan documentation
OR- Bachelor’s degree
- Minimum of 5 years of experience in financial services customer service environment and/or loan documentation
Minimum Experience- Minimum of 2 years of experience supporting commercial and/or real estate lending
Knowledge/ Skills/ Abilities- Advanced knowledge of Microsoft Word, Excel, PowerPoint, Access, and Outlook (e.g. manage and track changes, create documents with tables of contents/footnotes, advanced functions such as VLOOKUP and IF statements, create pivot tables, develop databases, create presentation templates)
- Understanding of lending process from application to final booking.
- Previous knowledge of banking regulations.
- Requires high level of organization, interpersonal, communications and customer relations skills.
- Must be able to multi-task, be able to work with minimal supervision and be a team player.
- Ability to meet time sensitive deadlines.
- Able to work well under pressure and be able to handle constant interruptions.
Job Details:RegularTo all recruitment agencies: Independent Financial does not accept agency resumes without formal engagement of the agency. Please do not forward resumes to Independent Financial employees or any other organization location. Independent Financial is not responsible for any fees related to unsolicited resumes. - 1 Month Ago
Sales Executive (Athletes and Sales Leaders Encouraged to Apply)
- PR Financial
-
San Antonio, TX
FULL_TIME
- PR Financial is looking for talented and driven individuals to join our team! We are looking for leaders that could help build and grow a designated territory. The Sales Executive position will be exp...
- 1 Day Ago
Financial Analysis and Report Manager - Business Affairs Service Center
- University of Texas at San Antonio
-
San Antonio, TX
FULL_TIME
- Location: San Antonio, TX Regular/Temporary: Regular Job ID: 10666 Full/Part Time: Full Time Org Marketing Statement The University of Texas at San Antonio is a Hispanic Serving University specializin...
- 9 Days Ago
Executive Assistant- Financial Firm - San Antonio, TX
- Advisor Employee Services
-
San Antonio, TX
FULL_TIME
- Executive Assistant Are you a self-starting, self-sufficient, highly organized individual looking for an opportunity to have a key role in supporting a fast-paced business owner? Do you have excellent...
- 26 Days Ago
Electro-Mechanical Technician
- Industrial Inspection & Analysis
-
San Antonio, TX
FULL_TIME
- SummaryIndustrial Inspection & Analysis is looking for an Electro-Mechanical Technician to join our Nuclear Services team at our San Antonio, TX location.The Electro-Mechanical Technician is responsib...
- 2 Days Ago
UT Technician
- Industrial Inspection & Analysis
-
San Antonio, TX
FULL_TIME
- SummaryIndustrial Inspection & Analysis is looking for a UT Technician to join our Nuclear Services team at our San Antonio, TX location. The Technician will perform hands-on Non-Destructive Testing a...
- 29 Days Ago
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0 Top Financial Analysis Executive jobs found in San Antonio, TX area
Financial Professional
- New York Life Insurance Company
-
San Antonio, TX
- Financial Professional Bi-lingual English/Spanish Must be in San Antonio, TX area Are you a leader who has the following...
- 4/26/2024 12:00:00 AM
Operational Risk Analyst / Compliance Analyst ( LOCALS ONLY ) --- Remote & Twice a week Onsite
- Zillion Technologies, Inc.
-
San Antonio, TX
- THIS IS A DIRECT BANKING CLIENT REQUIREMENT ! Those authorized to work without sponsorship are encouraged to apply pleas...
- 4/26/2024 12:00:00 AM
Financial Professional
- New York Life Insurance Company
-
San Antonio, TX
- Financial Professional Bi-lingual English/Spanish Must be in San Antonio, TX area Are you a leader who has the following...
- 4/26/2024 12:00:00 AM
JD Edwards Financial Business Analyst (100% Remote)
- Planet Technology
-
San Antonio, TX
- JD Edwards Accounting & Finance Business Analyst (100% Remote) Are you an experienced JD Edwards Accounting & Finance Co...
- 4/26/2024 12:00:00 AM
Pricing Analyst
- Accenture
-
San Antonio, TX
- At Accenture Federal Services, nothing matters more than helping the US federal government make the nation stronger and ...
- 4/24/2024 12:00:00 AM
AVP, Execution Enablement
- United Services Automobile Association
-
San Antonio, TX
- Why USAA? At USAA, we have an important mission: facilitating the financial security of millions of U.S. military member...
- 4/24/2024 12:00:00 AM
Economist / Quantitative Risk Analyst I
- United Services Automobile Association
-
San Antonio, TX
- Why USAA? At USAA, we have an important mission: facilitating the financial security of millions of U.S. military member...
- 4/24/2024 12:00:00 AM
Quantitative Risk Analyst Lead-Catastrophe (remote)
- United Services Automobile Association
-
San Antonio, TX
- Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial secu...
- 4/22/2024 12:00:00 AM
About San Antonio, Texas
San Antonio (/ˌsæn ænˈtoʊnioʊ/; from Spanish, "Saint Anthony"), officially the City of San Antonio, is the seventh-most populous city in the United States, and the second-most populous city in both Texas and the Southern United States, with more than 1.5 million residents. Founded as a Spanish mission and colonial outpost in 1718, the city became the first chartered civil settlement in present-day Texas in 1731. The area was still part of the Spanish Empire, and later of the Mexican Republic. Today it is the state's oldest municipality.
The city's deep history is contrasted with its rapid rec...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Financial Analysis Executive jobs
$241,714 to $371,822
San Antonio, Texas area prices
were up 1.2% from a year ago
were up 1.2% from a year ago