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Investment banker Jobs in Irving, TX

Last updated: 20 hours ago
  • Promoted
Mortgage Banker

Mortgage Banker

WaFd BankDallas, TX, United States
$90,000.00 yearly
Full-time
The Mortgage Banker proactively solicits new consumer mortgage business and originates a high-quality loan for the Banks portfolio that meets both compliance standards and established production go...Show moreLast updated: 1 day ago
  • Promoted
Investment Manager

Investment Manager

Noor Staffing GroupAustin, Texas Metropolitan Area, United States
Full-time
Our client, a boutique private equity firm specializing in.Lead deal sourcing, underwriting, and due diligence for acquisitions. Conduct financial modeling and market analysis to assess investment o...Show moreLast updated: 6 days ago
  • Promoted
Universal Banker - Dallas

Universal Banker - Dallas

Community National BankDallas, TX, United States
Full-time
Under general supervision, but in line with established bank policies and procedures, assist the Dallas office in providing a variety of service functions for customers. Answer customers' questions ...Show moreLast updated: 6 days ago
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Investment Counselor - Dallas

Investment Counselor - Dallas

CNI Consulting Inc.Dallas, Texas, USA
$20,000.00–$30,000.00 yearly
Full-time
Our client a highly respected feeonly portfolio management and fiduciary firm with over $200 billion in assets under management is looking for qualified financial professionals to join their firm i...Show moreLast updated: 12 days ago
Relationship Banker

Relationship Banker

Comerica BankDallas, TX
Career Growth promotional opportunities.Incentive program based on performance.Paid Time Off (PTO), Paid Holidays for Full Time / Part Time Employees. Health, Dental, Vision, 401k match and Life In...Show moreLast updated: 30+ days ago
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SVP, Private Banker

SVP, Private Banker

NexBankDallas, TX, United States
Originally founded in 1922 and headquartered in Dallas, Texas, NexBank (the "Bank") is part of NexBank Capital, Inc.Company"), a fully integrated financial services organization that includes a com...Show moreLast updated: 15 days ago
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Bilingual Personal Banker

Bilingual Personal Banker

First National Bank TexasDallas, TX, United States
Full-time
Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follow the established policies in accorda...Show moreLast updated: 8 days ago
Commercial Banker

Commercial Banker

Dallas Capital BankDallas, TX, USA
Quick Apply
At Dallas Capital Bank, we are proud to bring a world-class banking experience that combines new technology with unceasing service to the Dallas metroplex, and the people who make it strong.We are ...Show moreLast updated: 20 days ago
  • Promoted
Investment specialist

Investment specialist

CollaberaDallas, TX, US
Full-time
Position : Operations Specialist.Job duration : 06 months of contract.Location : Dallas, TX USA 75202 (.Show moreLast updated: 11 days ago
  • Promoted
Senior Investment Analyst

Senior Investment Analyst

Selby JenningsDallas, TX, United States
Full-time
AUM investment management firm is looking to add a Senior Investment Analyst to their team.The Investment Analyst will be responsible for conducting in-depth research, performing financial analysis...Show moreLast updated: 4 days ago
  • Promoted
Relationship Banker I

Relationship Banker I

Southside BankGrapevine, TX, US
Full-time
Medical, Prescription Drugs, Dental, and Vision Insurance.Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment. Basic, Voluntary, and Dependent Life Insuranc...Show moreLast updated: 30+ days ago
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  • New!
Derivative Investment Accountant

Derivative Investment Accountant

AccentureIrving, TX, United States
$77,700.00–$155,100.00 yearly
Full-time
The Derivative Investment Accountant is part of the Investment group which is responsible for the accounting and reporting for the client's Invested Assets comprised of fixed maturity securities, a...Show moreLast updated: 20 hours ago
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Investment Operations Manager

Investment Operations Manager

YieldStreetDallas, TX, United States
Full-time
Yieldstreet is hiring an Investment Operations Manager to manage and maintain the operational support of the Yieldstreet Broker-Dealer. You will work on the team responsible for all of our investmen...Show moreLast updated: 2 days ago
Relationship Banker

Relationship Banker

Bank of AmericaIrving
Full-time
This job is responsible for providing a positive client experience that leads to improved client satisfaction.Key responsibilities include processing transactions accurately and efficiently in a ch...Show moreLast updated: 30+ days ago
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Energy Banker

Energy Banker

CrossFirst BankDallas, TX, United States
Full-time
Increases the Energy loan portfolio through sound underwriting practices, generates Energy loan fee income and assists in increasing core deposits for the Bank. Develops and expands relationships fo...Show moreLast updated: 22 days ago
  • Promoted
Investment Funds Associate

Investment Funds Associate

5 LegalDallas, TX, US
Full-time
Am Law top 10 and one of the world's most elite law firms seeks a highly qualified associate to join their Investment Funds practice group. The ideal candidate will have 3-5 years of experience ...Show moreLast updated: 30+ days ago
  • Promoted
Investment Manager

Investment Manager

VirtualVocationsArlington, Texas, United States
Full-time
A company is looking for an Investment Manager to join its growing investment team.Key ResponsibilitiesPursue revenue boosting opportunities through various channels including direct prospecting an...Show moreLast updated: 1 day ago
Universal Banker

Universal Banker

State Bank of TexasLas Colinas, TX, US
Full-time
Quick Apply
Universal Banker The responsibilities of this position include but not limited to opening accounts and performing teller transactions in a cash intensive environment. Responsibilities : Open new acco...Show moreLast updated: 6 days ago
  • Promoted
Investment Banker Seed-Stage Capital Raise for Consulting Startup

Investment Banker Seed-Stage Capital Raise for Consulting Startup

Synergy Management GroupDallas, Texas, USA
Synergy Management Group (SMG) is a consulting firm that partners with institutional investors portfolio companies and growing businesses. We collaborate with toptier organizations in private equity...Show moreLast updated: 22 days ago
Mortgage Banker

Mortgage Banker

WaFd BankDallas, TX, United States
1 day ago
Salary
$90,000.00 yearly
Job type
  • Full-time
Job description

Min : USD $60,000.00 / Yr.

Max : USD $90,000.00 / Yr.

Job Summary :

The Mortgage Banker proactively solicits new consumer mortgage business and originates a high-quality loan for the Banks portfolio that meets both compliance standards and established production goals. Compensation will be a salary plus commissions based on funded loans.

Mortgage Bankers reflect the corporate values and ethics of WaFd Bank and exhibits leadership in the following areas : sales effectiveness and a focus on production; marketing WaFd Bank in the broader community; providing a high quality customer experience; building and maintaining productive relationships within WaFd, with new and existing clients, Realtors, builders, brokers and title companies; registering and maintaining active status with the Nationwide Mortgage Licensing System and Registry (NMLSR); and originating mortgage loans within the assigned geographic area. Wafd Bank is proud of the high value that we all place on simply being kind when serving our co-workers and Wafd Bank clients.

Key Functions :

  • Creates a client-focused and employee-friendly environment that fosters communication and teamwork by providing exemplary service and experience, including managing direct reports to maintain efficient, high-quality performance.
  • Originates consumer residential mortgage Loans and maintains the integrity of Wafd Banks interests in all lending activities.

Originates loans by completing loan applications interviews with prospective clients and discussing loan options to best meet clients needs.

  • Collects, documents and analyzes financial and related data in order to determine the general credit worthiness of the prospect and the merits of the specific loan request.
  • Complies with laws, rules and regulations, avoiding any real or perceived conflicts of interest.
  • Applies proper pricing and mitigates risk with additional pricing when appropriate.
  • Maintains a portfolio of industry contacts that consistently contribute to the overall monthly production of the Division and meets the expectations set by Management.
  • Develops and maintains close working relationship with assigned branches to develop and build deposit relationships with new mortgage clients.
  • Refers any commercial, small business, deposit and HELOC business to assigned network of branches or as appropriate within the Bank.
  • Performs property inspections as neede
  • Other duties deemed necessary in order to deliver products or services in a quality client experience to the prospect, current client, and other Bank colleagues.
  • Build cross referral business with Retail, Commercial and Community Banking group.
  • Proactively works with Retail branch colleagues to deepen client relationships and acquire personal deposits and primary transaction accounts to meet specific expectations.

  • Share lists of area builders with commercial peers for promotion of the Banks All-in-One and spec construction products and may be assigned to originate Small Builder Loans.
  • Promote mortgage loans for buyers of the group builders spec homes via the Banks Builder Special program.
  • Promotes Wafd Bank within the community.
  • Proactively seeks new business relationships.

  • Maintains current information regarding competitors fees, and pricing.
  • Uses competitor information to promote the advantages of WaFd Bank products to prospective clients.
  • Adherence to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations.
  • Other duties assigned.
  • Qualifications :

    Education / Skills / Training :

  • Minimum two years college or three years banking or mortgage lending experience.
  • Effective business development / client acquisition skills, strong verbal and written communication skills, and a high level of accuracy and attention to detail.
  • Must also be able to work effectively with the public, in person, by phone, email or in video conferencing, in a personable, professional manner, and handle pressure in a fast-paced, changing work environment. Individual must be a self starter, experienced with working in a team and individual sales environment, and have a strong track record in achieving sales results.
  • Must be self-motivated and production-oriented.
  • Computer proficiency with Encompass loan origination platform and Microsoft Office 365 applications (e.g. Teams, Word, Excel, and Outlook) required.
  • Experience :

  • Minimum three years mortgage lending experience required with demonstrated success as a mortgage originator, including a strong understanding / working knowledge of lending terminology, loan processing, loan documentation and lending procedures.
  • Financial industry or banking experience preferred.
  • Benefits :

    At WaFd Bank you get all of these great benefits!

  • Paid time off for vacation, sick days and holidays
  • Health insurance
  • Stock options
  • Bonus programs
  • Generous 7% 401(k) employer matching
  • Paid Parental Leave
  • Life and AD&D insurance
  • Long-term disability
  • Tuition Reimbursement
  • Employee assistance programs
  • Pre-tax health and dependent-care spending plans
  • WaFd Bank Benefits Summary - Click here for more information

    EEO Statement :

    We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and / or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at 800.324.9375

    EEO is The Law - click here for more information

    Equal Opportunity Employer Minorities / Women / Protected Veterans / Disabled

    EEO Policy Statement - WaFd Bank

    Know Your Rights : Workplace Discrimination is Illegal - click here for more information

    Pay Transparency Nondiscrimination Provision - click here for more information

    CCPA Notice at Collection for CA Employees and Applicants