Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers.
The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits (********************************* .
Job Purpose & Scope
As Associate, Data Engineering you will be responsible for developing and maintaining data solutions which support Bank Data Strategy. In this role, you will act as a problem-solver who can understand business requirements while developing and maintaining data models, ETL or ELT processes, and reporting solutions. As a member of a Data Engineering Team, you will perform a variety of tasks to develop and maintain data solutions. You will demonstrate exceptional customer service, solutioning, planning, teamwork, and organization skills. You will work independently, yet collaboratively, to fulfill assigned objectives.
Essential Job Functions
+ Assist in the development and maintenance of data model-based solutions as specified by engineering standards.
+ Perform testing of data solutions to ensure developed product meets business requirements.
+ Resolve bugs and data issues as identified by product, project management, or governance functions.
+ Provide work estimates while communicating with Data Engineering Management when assignments deviate from initial estimates.
+ Adhere to data development standards.
+ Work in a coordinated manner with the Data Engineering team and management.
+ Support the design, development, and production of data applications.
+ Apply knowledge of data modeling, ELT/ETL methodologies, and database architecture in work processes and deliverables.
+ Demonstrate an understanding of OZK enterprise data architecture, data platforms, and data operations.
+ Work with Data Assurance and Deployment team to ensure smooth and well-documented releases.
+ Actively engage in and learn the business processes of the supported lines of business.
+ Support change control and version management.
+ Keep apprised of technological innovation and constantly improve through training.
+ Enthusiastically embrace, support, and model the Bank's values and mission.
+ Ensure compliance with internal/external regulatory policies, procedures, and
Knowledge, Skills & Abilities
+ Knowledge of data development skills sets to create and maintain data solutions.
+ Ability to maintain focus for sustained time periods to deliver on individual or multiple assigned tasks.
+ Ability to perform in challenging environments.
+ Ability to troubleshoot issues on standard, sensitive, and/or complex accounts.
+ Ability to communicate effectively both verbally and in writing and interact with all levels of employees.
+ Ability to work independently under general supervision.
+ Skill in using computer and Microsoft Office, including Word, Excel, and Outlook.
Basic Qualifications
+ Bachelor's degree in a job-related field, or commensurate work experience, required.
+ 3+ years of experience in database development, data warehouse development, and/or data science experience, required.
+ 3+ years of experience in reporting technologies such as Power BI, SSRS, Tableau or similar platform, preferred.
+ Experience in Jira, Azure Devops, or similar development management environment, preferred.
+ Experience with Snowflake Cloud Data Platform, preferred.
+ Data development certification, such as Snow Pro Certification or Microsoft SQL Server certification, preferred.
Job Expectations
Job Expectations: O perate customary equipment and technology used in a business environment, with or without accommodation.
Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.
#LI-KC1
EEO Statement
Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.
$85k-142k yearly est. 7d ago
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Associate, ServiceNow Administrator
Bank OZK 4.8
Bank OZK job in Dallas, TX
Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers.
The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits (********************************* .
Job Purpose & Scope
Responsible for the day-to-day administration, configuration, and maintenance of the ServiceNow platform to support the organization's technology, operational, and risk needs. Ensures optimal performance, usability, and alignment with business needs.
Essential Job Functions
+ Administers and maintains the ServiceNow platform, including user access, roles, groups, and permissions.
+ Configures and manages ServiceNow modules such as Incident, Problem, Change, Request, and Knowledge.
+ Monitors system performance and troubleshoots issues to ensure platform stability and reliability.
+ Implements updates and patches and coordinates with stakeholders during version upgrades.
+ Creates and maintains documentation for configurations, workflows, and procedures.
+ Provides technical support and training to end users and stakeholders.
+ Collaborates with developers and leadership to implement new features and enhancements.
+ Ensures compliance with internal policies and standards through platform governance.
Knowledge, Skills & Abilities
+ General knowledge of user and group management, access control, and platform configuration practices.
+ General knowledge of ServiceNow architecture and ITSM, ITOM, and/or ITAM modules for platform administration.
+ General knowledge of Information Technology Infrastructure Library (ITIL) v4 framework.
+ Ability to apply analytical and problem-solving skills with the ability to identify and assess risks and recommend preventative measures.
+ Ability to work under general supervision.
+ Ability to manage multiple tasks with exacting deadlines in a fast-paced environment.
+ Ability to demonstrate excellent and effective customer service skills.
+ Ability to maintain confidentiality.
+ Ability to work effectively and demonstrate flexibility in a continually changing environment.
+ Ability to demonstrate attention to detail.
+ Ability to communicate effectively both verbally and in writing with all levels of the organization, including technical and non-technical stakeholders.
+ Skill in using computer and Microsoft Office products, including Word, PowerPoint, and Excel.
Basic Qualifications
+ Bachelor's degree in computer science or related field, or commensurate work experience, required.
+ 2+ years of work experience in ServiceNow platform administration.
+ Professional certification or training in ITILv4, ServiceNow CSA, or Certified Implementation Specialist, preferred.
Job Expectations
Operate customary equipment and technology used in a business environment, with or without accommodation.
Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.
#LI-KC1
EEO Statement
Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.
$22k-26k yearly est. 6d ago
Retail Learning & Development Manager
Sunflower Bank, N.A 4.3
Dallas, TX job
Full-time Description
At Sunflower Bank, N.A., we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank, N.A. at sunflowerbank.com.
Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Retail Learning and Development Manager at our Dallas, TX location.
Description:
This position performs specialized work in the Retail Learning and Development area. This position is responsible for managing the Retail Learning and Development team to effectively develop, coordinate and present training programs for all employees. This position will lead a team of trainers and develop training for a wide array of areas for the Company. Qualified candidates should have excellent verbal and written communication skills, prior supervisory experience, be willing to travel, work flexible hours and have prior banking experience.
Primary Responsibilities
Assess supervisor and management training needs
Develop and/or research and select raining materials appropriate for identified needs
Provide and train legendary customer service for all levels of the organization
Develop, maintain and monitor training solutions for all managers and supervisors throughout the bank
Identify cost-effective training and skill-development initiatives to meet training needs to include internal and external vendor-based solutions
Conduct training classes for Front-line, Supervisory and Management staff
Manage all vendor relationships related to Learning and Development
Responsible for Learning and Development budget
Responsible for creating clear, detailed procedures and work instructions that align with company standards
Responsible for administration of learning management system (e-learning)
Work with subject matter experts, managers and other lines of business to capture accurate process details and provide training for changes and updates
Effective development and presentation of training and development programs for all employees
Actively search, creatively design and implement effective methods to educate, enhance performance and recognize performance
Responsible for preparation, presentation and maintenance of training programs
Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.
Understand and participate in the Bank's Community Reinvestment Act program.
Perform other duties as assigned.
Education / Experience
Bachelor's Degree in education, adult learning, business or related field.
Minimum 5 years' experience in training/adult learning including experience in developing management/supervisory and leadership programs.
Minimum 3 years' experience in a leadership role that required decision-making, problem-solving, influencing others and facilitation skills.
Proven supervisory, managerial and performance management skills (experience supervising at the mid-management level).
Knowledge of curriculum development and instructional design skills.
High proficiency in MS Office, Storyline and project management software.
Pay is dependent on knowledge, skills, abilities, experience, and location.
Working Conditions
The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.
Sunflower Bank Benefits
People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.
Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:
· Rooted in Strength
· Propelled by Growth
· Individuals in a Great Whole
· Creating Possibility
· Community Focused
Associates enjoy outstanding benefits, including:
· 401(k) Plan with 6% Match
· Health/Dental/Vision Insurance
· Company-paid Life Insurance
· Tuition Reimbursement
· Fitness Reimbursement
· Paid Time Off
· Volunteer Leave
· Paid Holidays
· Plus many more associate perks & incentives!
If you qualify, apply online at ******************************
You've never worked anyplace like Sunflower Bank!
EOE/AA: Minorities/Females/Disabled/Vets
Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.
Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.
If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available on our
.
It's about supporting people, our people.
Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you like working in a fast-paced environment and have a goal-oriented mindset? Are you ready to provide next level support to help deliver top-quality experience and service? If so, the FIA Commercial Lines Account Representative could be for you.
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Commercial Lines Account Representative with Frost Insurance Agency,
you
are our insurance experience champion. In this role, you will be responsible for reviewing all policies and policy changes received from the insurance carriers for accuracy and completeness. You will use your collaborative mindset, analytical skills, and desire for constant improvement to work with Account Managers to issue renewal summaries and applications for Producers to review with clients. You are the support to Producers and Account Executives! More than that, this role is about building relationships and doing so with integrity, caring, and excellence in mind.
What you'll do:
Review all policies and policy changes received from the insurance carriers for accuracy and completeness and request corrections as needed; advising the senior staff members of any potential problems or discrepancies
Request and process policy alterations with insurance carriers to fulfill change requests received from clients
Invoice and deliver policy documents to clients to ensure thorough record-keeping and communication
Issue certificates of insurance & evidence of coverage as requested by customers
Follow up on billing notices and non-payments received from Account Managers to minimize risk of customer defaults
Work with Account Managers to issue renewal summaries and applications for Producers to review with clients
Assist Account Managers in preparation of account remarketing by ordering Loss Runs to assess claim activity
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
Texas General Lines Agent License: Property and Casualty (P&C) or attainment within 90 days
Excellent written and verbal communication skills
Proficiency in Microsoft office computer applications
Additional Preferred Skills:
Bachelors degree in finance, accounting, or related discipline
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$36k-43k yearly est. Auto-Apply 36d ago
Special Assets Officer
Frost Bank 4.9
Fort Worth, TX job
It's about interactions more than transactions.
Have others complimented you on your attention to detail and exceptional organizational skills? Are you known for your ability to adapt in everchanging fast paced environments? Are you ready to facilitate all the moving pieces to help deliver a top-quality experience? If so, being a Special Assets Officer with Frost could be for you.
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Special Assets Officer with Frost,
you
will be responsible managing a portfolio of adversely graded loans. More than that, this role is about providing top-quality support and doing it with our signature all-win approach in mind.
What you'll do:
Analyze and review each assigned loan to determine the proper collection actions that needs to be taken
Monitor the financial conditions of borrowers
Keep in contact with attorneys regarding legal issues
Develop and implement collection strategies
Collect payments and liquidate collateral
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
Proficient in Microsoft computer applications
Bachelor's Degree - Business, Accounting, Finance or equivalent work experience
Excellent written and oral communication skills
3 years of experience in Credit Administration, Loan Review, or Lending
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
#LI-DW1
$30k-34k yearly est. Auto-Apply 60d+ ago
Private Banking Officer II
Frost Bank 4.9
McKinney, TX job
It's about caring for the generations ahead.
Are you a customer experience champion? Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice?
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Private Banking Officer II,
you
will help customers manage their financial lives. Often, our private bankers are a helping hand to families for generations and continue to share their love and knowledge of finance with them. They do so by collaborating with other Frost lines of business, especially investments, insurance, and the customer's other advisors, like attorneys and CPAs, to build a team around the customer. They work with a team to develop tailored plans based on customers' needs and goals.
What you'll do:
Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable assets)
Generate a minimum of $4.5 million in new business per quarter and secure at least 10 new affluent client relationships annually
Actively make sales calls to clients and prospects. Engage in pre-call/post-call planning and strategy review
Monitor and manage client's existing credit relationships by reviewing current loan portfolio on a regular basis
Identify and recommend products and services best suited to meet clients' needs
Develop and maintain excellent working relationship with credit underwriting team
Participate in community and professional activities in order to enhance Frost's image and expand personal network of business contacts
Develop, maintain, and enhance relationships with individuals whose circles of influence include potential new clients
Provide leadership within the private banking team, while remaining a team player
Accept special project assignments in support of the private banking group
What you'll need:
Bachelor's degree or equivalent work experience
5+ years of experience in financial industry
Working knowledge of financial analysis relating to personal financial statements and personal income tax returns
NMLS license; the ability to transfer license to Frost or obtain license within 60 days
Comprehensive understanding of lending practices and loan servicing requirements for personal finance needs
Specialized knowledge of client benefits offered by Frost's brokerage, investment management, trust, and insurance groups
Ability to perform with limited supervision
Experience in managing a portfolio of affluent and high net worth clients
Demonstrated capacity to sell products and services within the financial services industry
Proven record of success in cultivating new relationships
Outstanding interpersonal, calling, sales, and negotiation skills
Excellent verbal, written, communication, organizational, and customer service skills
Proficient in Microsoft computer applications
Additional Preferred Skills:
Series 7, 63, & Group 1 Insurance license (or attainment within 6 months).
Property and Casualty Insurance license
Certified Financial Planner designation
Certified Wealth Strategist designation
Completion of formal credit training
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$74k-90k yearly est. Auto-Apply 60d+ ago
Loan Operations Director
Sunflower Bank, N.A 4.3
Plano, TX job
At Sunflower Bank, we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com.
Sunflower Bank, N.A is looking for an energetic, highly motivated individual to fill the full-time position of Loan Operations Director.
Description:
The Loan Operations Director position is responsible for overall loan operations including processing, closing, funding and servicing of commercial and consumer loans. This position is responsible for leading, inspiring, training and managing the loan operations staff to drive operational excellence and efficiency to ensure the department meets service level agreements and organizational goals, while also meeting compliance and regulatory requirements.
Responsibilities:
Provide strategic and operational direction to managers and staff to develop, implement and maintain loan operations processes and procedures.
Manage procedures, policies, risks and practices to comply with strategic direction and regulatory requirements.
Provide management reports associated with loan servicing such as volumes processed, deadlines, error ratios, etc.
Lead and develop a strong team that can handle a diverse workload due to the wide range of loan products serviced.
Establish and monitor efficiency standards for all loan operations functions and staff to ensure efficient, timely and accurate processing and servicing of loans.
Assist with regulatory exams and loan audits.
Manage the implementation of changes in regulatory, legal and credit policy impacting loan operations.
Resolve complex and sensitive loan operations servicing issues.
Interview and hire Loan Operations management and staff; determine work priorities; schedule work assignments; train and evaluate work performance and provide ongoing recognition, mentoring, coaching and counseling.
Develop and maintain a working understanding of products and services offered by the Bank and in the marketplace.
Education / Experience Preferred:
Bachelor's Degree or equivalent work experience.
10+ years of previous loan operations experience with preference for various types of loans, loan processes and procedure, laws and regulations; or an equivalent combination of training and experience.
Broad knowledge of lending operations processes, procedures, applications and methods.
Experience and ability to manage multiple geographic areas and/or groups.
Excellent leadership and people development skills.
Must be able to multi-task with frequent interruptions and be comfortable in a fast-paced, changing environment with the ability manage multiple projects to meet deadlines.
Must possess excellent interpersonal, leadership, communication, and management skills.
Must possess proficiency with systems and ability to understand system functions and business side set-up.
Sales Force/nCino experience a plus.
Must be able to work flexible hours.
Some travel between department locations required.
Pay is dependent on knowledge, skills, abilities, experience, and location.
Sunflower Bank Benefits
People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.
Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:
Rooted in Strength
Propelled by Growth
Individuals in a Great Whole
Creating Possibility
Community Focused
Associates enjoy outstanding benefits, including:
401(k) Plan with 6% Match
Health/Dental/Vision Insurance
Company-paid Life Insurance
Tuition Reimbursement
Fitness Reimbursement
Paid Time Off
Volunteer Leave
Paid Holidays
Plus many more associate perks & incentives!
If you qualify, apply online at ******************************
You've never worked anyplace like Sunflower Bank!
EOE/AA: Minorities/Females/Disabled/Vets
Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.
If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our
.
$97k-143k yearly est. 47d ago
Appraisal Coordinator
Bank OZK 4.8
Bank OZK job in Dallas, TX
Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers.
The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits (********************************* .
Job Purpose & Scope
Responsible for placing, tracking, and delivering appraisal orders through the Collateral Management System (CMS) and Real Estate Information Management System (RIMS).
Essential Job Functions
+ Manages and prioritizes an appraisal order pipeline.
+ Verifies appraisal order information in CMS or RIMS and engages appraisers for assignment.
+ Facilitates communication between the vendor and loan production staff throughout the appraisal engagement period.
+ Serves as the primary point of contact in charge of answering questions on active requests.
+ Communicates with appraisers for status updates to ensure appraisal reports are delivered on time.
+ Escalates file issues as needed.
+ Completes weekly vendor invoicing and assists with the administration of the approved appraiser panel.
+ Ensures satisfactory ongoing monitoring and coordination of appraisal vendor status.
+ Collects and archives vendor compliance documentation.
+ Completes special projects as assigned by the Process Manager.
+ Tracks, communicates, and escalates process risks and issues.
+ Generates CMS and RIMS reports.
+ Maintains good punctuality and attendance to work.
+ Follows Bank policy, procedures and guidelines.
+ Performs other responsibilities as assigned.
Knowledge, Skills & Abilities
+ Knowledge of real estate software platforms such as RIMS and CMS.
+ Ability to communicate effectively both verbally and in writing.
+ Ability to demonstrate initiative to accomplish work objectives.
+ Ability to work effectively and demonstrate flexibility in a continually changing environment.
+ Ability to demonstrate effective organization, critical thinking, analytical and problem-solving skills.
+ Ability to manage multiple tasks with exacting deadlines in a fast-paced environment.
+ Ability to work without close supervision.
+ Ability to demonstrate effective customer service skills.
+ Ability to maintain confidentiality.
+ Ability to work extended hours.
+ Ability to work effectively in a team environment.
+ Ability to maintain attention to detail.
+ Ability to demonstrate effective time management skills.
+ Ability to proactively recognize potential problems and respond accordingly.
+ Ability to identify and resolve problems in a timely manner.
+ Skill in using computer and including Microsoft Office including Outlook, Word, Excel, PowerPoint, and Visio.
Basic Qualifications
+ High school diploma or equivalent, required.
+ Minimum of six (6) months of work experience with MS Office suite of products, preferred.
+ Experience with CMS or RIMS, preferred.
Job Expectations
Operate customary equipment and technology used in a business environment, with or without accommodation.
Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.
EEO Statement
Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.
$35k-50k yearly est. 19d ago
Insurance Development Associate - Frost Insurance Agency
Frost Bank 4.9
Dallas, TX job
It's about interactions more than transactions.
Have others complimented you on your attention to detail and exceptional organizational skills? Are you known for your ability to adapt in everchanging fast paced environments? Are you ready to facilitate all the moving pieces to help deliver a top-quality experience? If so, the FIA Insurance Development Associate I role could be for you.
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services.
Who you are:
As an Insurance Development Associate I with Frost Insurance Agency, it's about creating and fostering long-term relationships. Through interactive training, mentoring from successful members of Frost Insurance Agency, and hands-on learning with customer accounts, you will achieve valuable product knowledge, sales experience, and an understanding of Frost's relationship management process and culture. Our FIA Insurance Development Associates are adaptable, inquisitive and strive to create and build relationships with our customers, that last a lifetime.
What you'll do:
Build a thorough knowledge of insurance coverage, industry research, and insurance products available through Frost Insurance Agency by participating in practical training
Assist producers and account managers in sales, marketing, and maintenance for new and existing insurance accounts
Prepare formal insurance proposals which include details of coverage, limits, deductibles and other pertinent information and assist in presenting the proposals to prospective clients
Assist in appointments with clients and prospective clients to present insurance proposals and renewals by explaining plan details and establishing long-term business relationships
Provide excellent customer service to clients by surveying prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products and records, and directing client service calls to the appropriate service person
Participate in plan renewals by reviewing expiration listings to determine the appropriate action and collecting information to prepare renewal submissions
Build a knowledge of insurance coverage, industry research, and coverage analysis; work with others within the Agency to complete company submissions and selection of potential markets
Work toward obtaining insurance licenses
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
Bachelor's degree in Risk Management and Insurance, Finance, a business-related field or 4+ years of experience in a sales environment with a demonstrated ability to pursue and close deals
Texas General Lines Agent License in Property and Casualty (P&C) or Life, Accident, Health, and HMO, as appropriate, or ability to obtain within 90 days of hire.
Excellent written and verbal communication skills
Proficiency in Microsoft computer applications
Expected Start Date: July 2026
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$29k-40k yearly est. Auto-Apply 60d+ ago
Teller
Frost Bank 4.9
Mansfield, TX job
It's about being kind because kindness is the best currency.
Do you love bringing a smile to someone's face? Do you enjoy helping others whatever way you can? Are you described as someone who is approachable, respectful, and enthusiastic when solving problems?
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Teller,
you
are our director of first impressions. You are the first point of contact for many of our customers, and you set the standard for what it means to bank with us. Our tellers believe in trust, integrity, and building relationships with our customers, who span generations. They are empathetic problem-solvers that have a genuine care for people and consistently deliver
our
kind of banking experience-the kind that makes people
want
to stop by the bank and say hello.
What you'll do:
Provide exceptional customer service and teller services that consistently meet consumer banking performance standards
Perform daily credit and debit transactions in compliance with established bank policies and procedures
Maintain proper cash on hand and prepare daily settlement of teller cash and proof transactions
Fill change order requests, wire transfers, and bankcard advances and exchange negotiable instruments
Manage risk while actively practicing loss prevention
Utilize critical-thinking skills and have a thirst for knowledge, accuracy, and efficiency
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
Required Availability: Monday-Friday, 1:00pm-6:15pm with Rotating Saturdays, 8:45am-1:15pm
Additional Preferred Skills:
Excellent written and verbal communication skills
Next-level customer service skills
Proficiency in Microsoft applications
Cash-handling experience
Frost Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
#LI-DW1
It's about giving people a sense of security.
Do you like helping others understand the tools of today? A passionate salesperson with an affinity for helping others and building relationships? Do you have a background in insurance sales and the ability to drive new business?
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Producer,
you'll
screen leads and conduct client and prospect meetings to determine if Frost Insurance is the right fit for their needs. This is a sales-oriented position requiring advanced communication skills and a thorough knowledge of insurance products available through Frost Insurance Agency. You'll use your skills, outgoing personality, and competitive nature to stay up to date on the latest trends and products to best serve our customers and meet goals.
What you'll do:
Prospect new business from existing clients, program business channels, and identified target groups and leads given by Frost producers and bankers
Contact prospects for the purpose of providing a quote and making sales appointments
Service assigned accounts while contacting potential new customers
Survey prospects to determine insurance needs
Inspect current insurance policies, risk management plans, property, products, and records
Work with others within the agency to complete company submissions and selection of potential markets
Screen leads to determine if SBIU or PIC criteria is met and if a Frost Insurance Agency market exists to satisfy the need
Collect detailed risk and underwriting information, including census data, survey data, and loss history
Develop and deliver formal insurance proposals, including information concerning coverage, limits, deductibles, and other pertinent details
Conduct client and prospect appointments to discuss proposals and renewals, explaining all details while communicating a desire to conduct business
What you'll need:
Bachelor's degree or 2+ years of sales experience
Texas General Lines Agents License: Property and Casualty (P&C) or Life, Accident, Health, and HMO License, as appropriate, or attainment within 90 days
Excellent written and verbal communication skills
Strong organizational skills
Proficiency in Microsoft applications
Additional Preferred Skills:
Proven ability to pursue and close sales
Knowledge of the insurance industry
Frost Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
#LI-HB1
$78k-103k yearly est. Auto-Apply 60d+ ago
Relationship Manager III - Middle Market Commercial Lending
Frost Bank 4.9
Dallas, TX job
It's about names, not numbers.
Do you consider yourself to be a self-starter? Passionate about financial literacy? Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportunities to our customers? If so, then the Relationship Manager III role might be for you!
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Relationship Manager III, it's all about building relationships. In this role, you are responsible for the overall quality and longevity of our commercial customers' relationships with the bank. Our relationship managers are adaptable, inquisitive, and driven to succeed. You will have the opportunity to be a part of a team that wins commercial awards year after year for customer service, valuing long-term relationships above all else. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.
What you'll do:
Reach and maintain your target portfolio size within a specified time frame
Call prospects who are potentially profitable to the bank
Always maintain the best interest of both the bank and customers in all matters
Develop an efficient working relationship with Concurrence and the Small Business Loan Center for loan requests
Closely monitor the assigned loan portfolio for any deterioration in repayment ability
Advise, teach, and train novice relationship managers on how to best serve our customers
What you'll need:
5+ years of lending experience
Ability to communicate with all levels of personnel
Excellent written and verbal communication skills
Proficient in Microsoft applications
Additional Preferred Skills:
Bachelor's degree
Completion of 6+ hours of accounting coursework
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$89k-118k yearly est. Auto-Apply 60d+ ago
Private Account Administrator II - Personal Trust
Frost Bank 4.9
Fort Worth, TX job
It's about being there and building trust.
Do you consider yourself to be a self-starter? Are you known for your attention to detail and exceptional organizational skills? Are you ready to facilitate all the moving pieces to help deliver a seamless experience? Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportunities to our customers? If so, being a Private Account Administrator II with Frost could be for you.
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Private Account Administrator II with Frost, it's all about building relationships. You will be responsible for administering a portfolio of trust accounts and investment agencies, ensuring that each account operates effectively. You know the importance of being there for your customers and fully understanding their needs. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.
What you'll do:
Review and administer a portfolio of trust accounts in accordance with the governing documents
Manage customer relationships by fully understanding their needs and delivering an excellent experience
Profile clients and establish goals, objectives, and risk parameters
Ensure compliance with all laws, regulations and internal policies
Always take action with Integrity, Caring and Excellence to achieve all-win outcomes
What you'll need:
Bachelor's degree in a related field
3+ years of trust administration experience, or a Juris Doctorate (JD) from an accredited law school
Demonstrated ability to administer complex fiduciary accounts
Excellent written and verbal communication skills
Proficient in Microsoft applications
Additional Preferred Skills:
CTFA, CFP, or similar professional designation
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
#LI-DW1
$30k-35k yearly est. Auto-Apply 60d+ ago
Senior Accountant - Ranger Asset Management
First United Bank & Trust Co 4.6
Dallas, TX job
Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.
The Position
Job Title
Senior Accountant - Ranger Asset Management
Who We Are
Founded in 2002, Ranger Asset Management Company, LLC (previously Ranger Capital Group Holdings, LP) is a subsidiary of First United Bank. We have an exceptional team of people with experience across all aspects of the investment management business. From our seasoned investment professionals to client service, marketing, and operational business support, we collaborate to responsibly deliver performance and service to the trusted relationships we have built with our long-standing clients.
Job Summary
We're looking for a detail-oriented Senior Accountant to join our accounting team for a part-time position with possibility of full-time position in the future. As the Staff Accountant, you'll become a Subject Matter Expert on the firm's internal accounting systems and client accounts. You'll be responsible for preparing clients' monthly holdings and performance reports, calculating and reviewing the funds performance, preparation of quarterly analysis for marketing, and uploading holdings and performance of the funds on different databases for Capital Market. Additionally, you'll assist with work on the annual audit and tax return preparation. The ideal candidate is a great communicator who is at home with complex Excel workbooks and macros; a self-starter who is secure working across departments; a driver of process improvement who is comfortable with multiple deadlines, and has 5+ years of corporate accounting experience - preferably at a financial company. Knowledge of GIPS compliance and performance calculation would be a plus.
Duties and Responsibilities
* Prepare client monthly holdings and performance reports
* Calculate and review the funds' performance
* Provide performance reports to managers
* Calculate management fee accruals
* Prepare quarterly analysis for marketing
* Review quarterly client presentations
* Upload monthly and quarterly holdings and performance of the funds on different data base.
* Assist with updating spreadsheets and macros
* Work on special projects for the accounting and operation department as needed
* Prepare ad hoc reports as needed
* Assist with annual audit and tax return preparation
Qualifications
* Bachelor's degree in accounting, finance, or related field, CPA (or candidacy) a plus
* 5+ years of corporate accounting-related experience, preferably at a financial company
* Mutual fund accounting experience is a plus
* Technologically savvy with Microsoft 365, especially advanced Excel knowledge: Lookups, macros, workbook design
* QuickBooks experience required
* Excellent time-management skills with the ability to handle multiple deadlines
* Strong attention to detail with problem-solving skills
* Strong communication skills, both written and verbal, across various stakeholders
* Self-starter with a willingness to learn and take initiative
* Comfortable seeking guidance from colleagues when necessary
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.
All Locations:
Dallas-Uptown
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance.
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
$45k-58k yearly est. Auto-Apply 30d ago
Personal Banker I - Floater
Frost Bank 4.9
Dallas, TX job
It's about interactions more than transactions.
Do you love serving others and being a helpful hand regardless of the issue? Do people often tell you that you brought them joy just by being you? Are you known for your ability to adapt in everchanging fast paced environments?
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Personal Banker I, you are the first point of contact for many of our customers, and you set the standard for what it means to bank with us. Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations. They're empathetic problem-solvers who consistently deliver
our
kind of banking experience-the kind that makes people
want
to stop by the bank and say hello.
What you'll do:
Responsible for providing coverage in both personal banking and teller services while meeting consumer banking performance standards
Educate and advise customers on deposits, loans and provide support for any service or account maintenance issues
You stand firm in integrity and want to do what is right for each customer. You are able to use good judgement in every situation, in the moment
Provide teller services, including deposits, payments, and check cashing in compliance with established bank policies and procedures
Maintain proper cash on hand and prepare daily settlement of teller cash and proof transactions
Manage risk while actively practicing loss prevention
Attend both teller and personal banking training to stay current with information and remain familiar with applicable policies, laws, regulations, and Bank Secrecy Act policies
Develop relationships with clients. Desire to be their point of contact - they know your name and you know theirs
Provide advice and guidance and help people along their financial journey
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
Required Availability: Monday-Friday, 7:45am-6:15pm with Rotating Saturdays, 8:45am-1:15pm
Exceptional customer service skills
Proficiency in Microsoft applications
Excellent written and verbal communication skills
Additional Preferred Skills:
Cash-handling experience
College hours
Experience in dealing with fraud, protecting customers' money, and build trust so clients feel comfortable and safe
Frost Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$31k-36k yearly est. Auto-Apply 60d+ ago
Private Real Estate Administrator II
Frost Bank 4.9
Dallas, TX job
It's about being there and building trust.
Do you consider yourself to be a self-starter? Are you ready to facilitate all the moving pieces to help deliver a seamless experience? Are you known for your ability to adapt in everchanging fast paced environments? If so, being a Private Real Estate Administrator II with Frost could be for you.
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services.
Who you are:
As a Private Real Estate Administrator II, it's all about communication, collaboration, and building relationships. You have a keen attention to detail and will utilize it when reviewing legal documents and determining account ownership. You will partner with account administrators to provide assistance so we can best serve our customers. You welcome a challenge and are eager to use your expertise to help others. More than that, this role is about ensuring efficient and effective collaboration and doing it with integrity, caring and excellence in mind.
What you'll do:
Review legal documents and determine account ownership for initial setup, review TREM files for accuracy
Identify assets to be liquidated based on market conditions and trends in the localized area, market the asset either through direct marketing or selecting and working with a local real estate agent/broker to market the property effectively
Negotiate purchase agreement/contracts, review and execute sales documents, and make appropriate recommendations to the executive committee
Conduct inspections of real estate assets to assess use, condition, environmental/liability hazards, and possible damage on or of the property
Estimate asset market value by way of ordering and reviewing real estate appraisals or conducting direct real estate market research including networking with professionals in the local market and conducting sales research
Negotiate and evaluate real estate leases on both city and agricultural assets, proper selection and researching of tenants, prepare and/or review of lease documents, monitoring performance of each asset and making appropriate recommendations to the executive committee
Maintain a working relationship with and provide assistance to account administrators
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
3+ years Real Estate management experience
Bachelor's degree in related field
Excellent verbal and written communication skills
Ability to travel
Proficient in Microsoft computer applications
Additional Preferred Skills:
Real Estate Sales or Broker's license
Appraisal License
Master's degree
5+ years direct real estate management experience
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$39k-48k yearly est. Auto-Apply 13d ago
Financial Advisor I
Frost Bank 4.9
Wylie, TX job
It's about helping others establish a financial foundation and build their dreams.
Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you meet?
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Financial Advisor I, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. More than that, this role is about building relationships and doing it your way. Here, you'll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you'll get to know our clients and their families on a deeper level, so you can help them reach their financial goals.
What you'll do:
Build strong relationships with Frost customers by meeting with them regularly to provide top-tier levels of support and financial advice
Actively develop new business while also managing and maintaining existing client relationships
Analyze financial data to provide modification recommendations based on client risk tolerance, goals, objectives, and preferences
Provide customers with complex financial planning services, such as cash flow modeling, retirement planning, and education funding
Collaborate with attorneys and accountants regarding estate, gift, and income tax planning
Market investment products and services to new and existing Frost Bank and Frost Brokerage clients
What you'll need:
Bachelor's Degree in Business, Economics, or related discipline; or, 5+ years related experience
FINRA Series 7, 63, and 65 licenses; or, FINRA Series 7 and 66 licenses (or ability to obtain within 120 days of hire)
General Lines Agent License: Life, Accident, Health, and HMO Insurance or the ability to obtain within 90 days
Proficient in Microsoft computer applications
Excellent written and verbal communication skills
Strong organization skills and time management ability
Additional Preferred Skills:
3+ years investment related sales experience, with portfolio management, security analysis, and client interaction experience
Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA
Master's Degree in Business, Economics, or related discipline
Frost Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$50k-66k yearly est. Auto-Apply 32d ago
Commercial Loan Post Closing Specialist
Sunflower Bank, N.A 4.3
Plano, TX job
Job DescriptionDescription:
At Sunflower Bank, N.A., we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com.
Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full-time position of Commercial Loan Post Closing Specialist.
Description:
The Commercial Loan Post Closing Specialist position is responsible for the quality and compliance of documented loan requests. Thorough evaluation of the executed loan package and supporting documentation.
Responsibilities:
Review the loan on the core system for accuracy.
Review and maintenance of loan covenants and exceptions.
Monitor department inboxes and process requests as needed.
Ensure loan adheres to Compliance and Audit standards and expectations.
Maintain Service Level Agreements in a high-volume, high-stress environment.
Maintain knowledge of commercial loan regulatory requirements.
Maintain high level of accuracy.
Complete special projects as required.
Education/Experience Preferred:
3-5 years of Commercial Real Estate Experience and/or documentation experience. Attorney Prepared documentation experience preferred. Consumer documentation experience optional.
SBA documentation experience a plus.
Must possess exceptional organizational and time management skills.
Ability to achieve high production and quality standards.
Must possess excellent interpersonal and leadership skills.
Proficiency with Microsoft Outlook and all other Microsoft applications.
Ability to learn new systems and understand additional bank system functionality.
Must possess excellent verbal and written communication skills.
Must be able to work flexible hours to meet necessary deadlines.
PREFERRED: FISERV and nCino system experience
Pay is dependent on knowledge, skills, abilities, experience, and location.
Working Conditions
The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.
Sunflower Bank Benefits
People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.
Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:
Rooted in Strength
Propelled by Growth
Individuals in a Great Whole
Creating Possibility
Community Focused
Associates enjoy outstanding benefits, including:
401(k) Plan with 6% Match
Health/Dental/Vision Insurance
Company-paid Life Insurance
Tuition Reimbursement
Fitness Reimbursement
Paid Time Off
Volunteer Leave
Paid Holidays
Plus many more associate perks & incentives!
If you qualify, apply online at ******************************
You've never worked anyplace like Sunflower Bank!
EOE/AA: Minorities/Females/Disabled/Vets
Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.
Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.
If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our
privacy policy
.
Requirements:
$26k-48k yearly est. 9d ago
VP, Data Engineering
Bank OZK 4.8
Bank OZK job in Dallas, TX
Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers.
The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits (********************************* .
Job Purpose & Scope
Responsible for leading, developing and maintaining data solutions to support Bank Data Strategy. Collaborates with business leaders and Data Engineering teams for timely and reliable delivery of data solutions. Develop technological specifications from defined or identified business requirements.
Essential Job Functions
+ Manages staff to include staffing, assigning and delegating work, training, mentoring, and coaching. Conduct performance reviews and foster a culture of accountability, collaboration, and continuous improvement.
+ Leads the development and maintenance of data model-based solutions as specified by internal engineering standards. Conducts code reviews and enforces the Bank's coding standards.
+ Provides level of effort data development estimates while proactively managing and communicating scope or delivery changes.
+ Architects, designs, and implements scalable and resilient data pipelines and data engineering products using modern cloud-based data platforms, ETL frameworks, programming languages, and transformation tools
+ Provides leadership and continual improvements to data model architecture and technical data delivery practices.
+ Develops data model structures, extract transform & load (ETL) services, reporting services, and enterprise data management strategies.
+ Owns the full data development lifecycle delivery, including requirements gathering, design, development, testing, deployment, and monitoring.
+ Plans and performs unit testing of data solutions to ensure developed products meet business requirements.
+ Proactively resolves bugs and data issues as identified by product management, project management, or governance functions.
+ Assesses functional requirements in a timely and efficient manner to create and maintain data solutions which fit within data engineering architecture patterns and standards.
+ Keeps apprised of technological innovation and make suggestions to management to improve processes and support governance.
+ Provides technical, functional, and overall leadership across related functions and offers guidance and mentorship to junior data engineers.
+ Ensures compliance with internal and regulatory policies, procedures, and guidelines.
+ Performs other duties as assigned.
Knowledge, Skills & Abilities
+ Comprehensive knowledge of data modeling (Star/Snowflake schemas), ELT/ETL patterns, and performance optimization in cloud data warehouses.
+ Comprehensive knowledge of data quality control, error handling, and data profiling practices.
+ Comprehensive knowledge of the Data Engineering Product Development lifecycle.
+ Ability to manage and mentor junior staff members.
+ Ability to build scalable, modular, and testable data pipelines using Snowflake, dbt, and Python.
+ Ability to develop data products with a focus on reusability, scalability, and user-centric design.
+ Ability to collaborate cross-functionally, especially with analytics, business, and IT teams.
+ Ability to exercise discretion and sound judgment in decision making.
+ Ability to manage expectations, prioritize work, and negotiate trade-offs
+ Ability to meet stringent deadlines with accuracy and maintain attention to detail.
+ Ability to manage multiple priorities and demonstrate flexibility in a continually changing environment.
+ Ability to troubleshoot issues on standard, sensitive, and/or complex accounts.
+ Ability to communicate effectively both verbally and in writing and interact with all levels of employees.
+ Ability to work independently without close supervision.
+ Strong problem-solving, organizational, critical thinking, and time management skills.
+ Skill in using computer and Microsoft Office, including Word, Excel, and Outlook.
Basic Qualifications
Basic Qualifications:
+ Bachelor's degree in business, computer or data science, data or business analytics, or other job-related fields, or commensurate work experience, required. Relevant master's degree preferred.
+ 5+ years of experience in database development, data warehouse development, reporting, and/or data science experience.
+ 2+ years of experience in Jira, Azure DevOps, GitHub or similar code development management environment, required.
+ 2+ years of experience with Snowflake, Talend, Python, SQL and other modern data tech stack required.
+ 1+ year of experience managing, leading, or mentoring others preferred. Experience leading data and engineering teams preferred.
Preferred Qualifications:
+ Experience working in banking or finance environments preferred.
+ Data development certification such as Snow Pro Certification or Microsoft SQL Server certification preferred.
Job Expectations
Job Expectations: O perate customary equipment and technology used in a business environment, with or without accommodation.
Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.
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EEO Statement
Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.
$161k-221k yearly est. 60d+ ago
Credit Analyst I
First United Bank & Trust Co 4.6
Frisco, TX job
Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.
The Position
Job Title
Credit Analyst I
SUMMARY
This position is responsible for analysis and monitoring the financial condition and credit worthiness of individuals and businesses applying for credit by using historical financial analysis and cash flow projections.
MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)
* Analyzes all relevant loan data on new, renewal and existing loans, including data provided by credit bureaus, other financial institutions, and First United's files.
* Prepares thorough and concise memo's, spread sheets, reports, summaries and opinions for Loan Officers on new, renewal and existing loans within established deadlines.
* Effectively manages the bank's exposure to identified risks, and recommends appropriate structure for transaction in accordance with First United's credit policy.
* Oversees and manages financial information files to assure current reports, statements, accounts receivable and other information on customer accounts, and notifies Loan Officers of any potential problems in a timely manner.
* Establishes, reviews and updates new and existing loan files for the Bank on a regular basis.
* Provides technical advice and assistance to Loan Officers.
* Performs credit inquiries.
ADDITIONAL DUTIES AND RESONSIBILITIES
* Effectively communicates with Loan Officers and Bank Management in a clear, accurate, and concise manner.
* Generates solutions to problems and suggests alternative solutions when necessary.
* Contributes to Bank-wide projects while following specific and detailed instructions in a timely manner.
* Typically focuses on memos for relationships ranging from $500,000 to $2,000,000.
* Creates and maintains solid working relationship with Loan Officers and other team members.
* Ability to adhere to all company policies, core values and procedures.
* Genuine interest in learning and working in the banking profession.
* Dresses professionally.
* Other duties as assigned.
EMPLOYEE SPECIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Work Experience
* Bachelor's degree in Finance, Accounting or related field.
* Minimum of 1- 4 years banking industry experience.
* Six months experience with credit systems.
* Knowledge of accounting sufficient to understand and analyze the relationships between the different financial statements, in order to produce a written analysis.
Technical/Functional Competencies
* Strong financial analytical abilities, with knowledge of financial ratios.
* Strong Excel skills.
* Good interpersonal, technical, problem solving, and written communication skills needed for preparation of credit memos and analysis of financial statements.
* Demonstrates initiative, judgment/discernment and self motivation to work with minimal supervision.
* Demonstrates resourcefulness and concern for quality by understanding systems and processes and suggesting changes when necessary to increase overall efficiency.
* Demonstrates dependability through good attendance and adherence to time lines and schedules.
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.
All Locations:
Frisco-Preston Road
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance.
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.