Portfolio manager jobs in Plano, TX - 836 jobs

Rivendell Global Real Estate is a private real estate investment and management firm with a portfolio of approximately 3,500 multifamily units across North Carolina, Texas, Colorado, Arizona, and California. We are seeking a dynamic and experienced Multifamily Asset Manager to oversee a portfolio of owned assets. This role focuses on optimizing property operations, enhancing financial performance, planning capital improvements, and managing insurance and property tax matters. The Asset Manager plays a critical role in maximizing asset value, improving portfolio performance, and mitigating operational risks. This position is based in Dallas, TX and requires travel, flexibility, and the ability to manage multiple priorities in a fast-paced, entrepreneurial environment-both independently and collaboratively. Key Responsibilities: Oversee third-party property management to drive revenue growth, control expenses, and preserve asset value. Lead the development of business plans, budgets, and capital improvement strategies. Coordinate with contractors, engineers, attorneys, and accountants to support asset operations. Manage day-to-day property operations, resolve issues, and participate in regular operations and leasing calls. Analyze reports to identify and address leasing, financial, and operational concerns. Prioritize and manage multiple complex projects across various stages with tight deadlines. Prepare and review financial packages, loan compliance documentation, and construction draw requests. Monitor and report on leasing activity, concessions, and rent collections. Conduct feasibility analyses for rent strategies, capital projects, and other initiatives. Interpret key legal documents, including leases, loan agreements, and service contracts. Oversee capital projects from planning through execution, ensuring quality and timely delivery. Administer insurance programs across the portfolio, including premium allocations, certificates of insurance, claims, and related matters. Support due diligence, onboarding of new acquisitions, refinancing, and dispositions. Maintain market knowledge to benchmark assets and inform strategic decisions. Conduct site visits and property inspections. Perform additional analysis and tasks as needed. Qualifications: Bachelor's degree or higher in Business, Real Estate, Finance, Computer Science, Economics, or a related STEM field. Minimum of 5 years of experience in real estate asset management or operations. Strong analytical skills with proficiency in financial modeling and reporting. Highly organized and capable of managing multiple projects independently. Excellent communication and relationship-building abilities. Proficient in Microsoft Excel, Word, and Outlook; experience with Yardi, OneSite, or similar property management platforms. Willingness to work in a demanding, full-time role with occasional extended hours.

Capital One's Audit function is a dedicated group of professionals focused on delivering top-quality assurance services to the organization's Audit Committee. Audit professionals are experienced, well-trained and credentialed, and operate within a collaborative, agile environment to deliver value-added opinions and recommendations. Audit's vision to provide high value, independent, proactive insights, to innovate with technology, and to be a top-notch talent destination, creates a dynamic and challenging atmosphere for both personal growth and professional opportunity. We are seeking an energetic, self-motivated Manager interested in becoming part of our Audit team, with a specific focus on assessing core technology and cybersecurity risks associated with global payment networks, their associated platforms, technologies, and related operations such as credit/debit processing, authorization, clearing & settlement (covering domestic and international transactions) and digital payments. We are seeking an experienced candidate that has demonstrated knowledge of payment network technology, operations and ecosystem related risks, as well as risk management and regulatory expectations for a large financial institution. Responsibilities: Execute major components of audits, including critical technology functions, technology infrastructure and resiliency, emerging technology, cybersecurity, risk management, application, and third-party management, as well as lead small to medium size audits. Perform risk assessments of technology and cybersecurity areas that support the global payments network business unit, design and execute audit procedures to verify the effectiveness of existing controls, identify and define issues, review and analyze evidence, and document auditee processes and procedures. Understand the broader context and implications (e.g., financial, legal, reputational, etc.) of the various types of risk affecting the business and critical technology functions . Establish and maintain good client relations during engagements. Communicate or assist in communicating the results of some audit projects to management via written reports and oral presentations. Review and provide feedback on audit workpapers to achieve clear, organized and complete documentation to support work performed. Self prioritize and effectively plan own work activities managing multiple priorities and tasks across the team to deliver quality results. Coordinate with others and proactively take on additional work. Deliver appropriate, succinct and organized information, tailoring communication style to audience. Effectively communicate information, issues and audit progress to teammates and audit leaders. Perform various aspects of engagement administration, including hours and budget tracking. Provide periodic on-the-job coaching and direct supervision over less experienced associates. Ideal Teammate: You are a critical thinker who seeks to understand the business and its control environment. You believe insight and objectivity are core elements to providing assurance on the effectiveness and efficiency of Capital One's governance, risk management, and internal control processes. You possess a relentless focus on quality and timeliness. You adapt to change, embrace bold ideas, and are intellectually curious. You like to ask questions, test assumptions, and challenge conventional thinking. You develop influential relationships based upon shared risk objectives and trust to deliver outstanding business impact and elevate Audit's value proposition. You're a firm believer that a rich understanding of data, innovation, and technology will only make you a better auditor. This will require leveraging the power of data analytics and furthering your technical expertise. You're a teacher. You do the right thing and lead by example. You have a passion for coaching and investing in the betterment of your team. You lead through change with candor and optimism. You create energy and an environment that fosters trust, collaboration, and belonging, making it easy to attract, hire, and retain top talent. Basic Qualifications: Bachelor's Degree or military experience At least 5 years of experience in internal or external auditing, accounting, financial analysis, information systems, compliance, risk management or a combination within the banking or financial services industry Preferred Qualifications: Bachelor's Degree in Information Systems, Accounting, Finance, Economics, or Business Administration 3+ years of experience leading audits and performing the auditor-in-charge role 2+ years of experience with payment technologies such as HPE Nonstop, IBM Mainframe, Mobile Payments, Tokenized services, cloud-based and virtualized environments, Windows and Linux operating environments 2+ years of experience in the payments network industry including the MANIC (Merchant-Acquirer-Network-Issuer-Customer) model, network participant roles (issuers, acquirers, merchants), PCI standards, and international payment regulations 2+ years of experience at a leading public accounting or consulting firm, working in a highly regulated environment related to payment network and related technology services, leading people in cross-cultural/international teams or related experience Professional certification such as Certified Information Systems Auditor (CISA), Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), Certified Public Accountant (CPA) or Certified Internal Auditor (CIA) At this time, Capital One will not sponsor a new applicant for employment authorization for this position. This role is hybridmeaning associates typically spend 3 days per week in-person at one of our offices listed on this job posting. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Charlotte, NC: $149,800 - $171,000 for Manager, Cyber Risk & Analysis Chicago, IL: $149,800 - $171,000 for Manager, Cyber Risk & Analysis McLean, VA: $164,800 - $188,100 for Manager, Cyber Risk & Analysis New York, NY: $179,700 - $205,100 for Manager, Cyber Risk & Analysis Plano, TX: $149,800 - $171,000 for Manager, Cyber Risk & Analysis Richmond, VA: $149,800 - $171,000 for Manager, Cyber Risk & Analysis Riverwoods, IL: $149,800 - $171,000 for Manager, Cyber Risk & Analysis Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Five Star Parks & Attractions, a trailblazer in the amusement and hospitality industry, is more than just a rating; it's a dynamic workplace where enjoyment and excellence converge. Actively involved in creating vibrant amusement park locations, we are the force behind superior entertainment experiences and lasting success. With a proud portfolio of unparalleled FEC brands, we ensure unforgettable moments at every location. Our commitment to safety, trust, and pride in our work creates a warm and inclusive environment where guests are treated like friends. At Five Star Parks & Attractions, we embrace empathy, acknowledge possibilities for all, and celebrate the unique payoff for each individual guest. Join us in a workplace that's not only safe & secure but also FUN, where every day is exciting. Job Summary: The Safety & Risk Manager role will be responsible for assisting with establishing all Company policies, procedures and guidelines related to safety and health that will create and maintain a safe workplace. This role requires the ability to communicate guidelines to a multidisciplinary workforce to ensure all Company team members and guests are following health and safety policies, procedures, and all applicable local, state, and federal laws related to safety and health. The Safety & Risk Manager must have excellent attention to detail to identify hazards and will also be responsible for discovering opportunities for improving conditions and expected to execute and oversee various safety programs. Key Responsibilities: · Develops and implements safety policies and procedures in compliance with Federal, State, and Local rules and regulations · Plans and implements programs to train managers and employees in worksite safety practices, fire prevention, and correct handling techniques for chemicals, toxins, equipment, and other materials · Assist technical service and operations teams with the evaluation & inspection of worksites to detect existing or potential accident and health hazards, determine corrective or preventative measures where required and follow up to ensure measures have been implemented · Ensure that maintenance compliance logs and required safety-compliance reporting for all projects is performed, timely · Ensure that required signs, posters, barriers, PPE and other material to ensure the safety and compliance of our field team are in-place · Develop and host training for all levels of the organization to maintain compliance with all federal, state, local, and company requirements. Track and maintain records of all training · Leads the investigation of accidents and injuries and cooperates in the preparation of material and evidence for organization use in hearings, lawsuits, and insurance investigations · Ensure that accident reporting required by regulatory agencies is timely and correct · Maintains safety files and records · Responds to guest claims and works internally and with outside counsel to respond to incidents · Adjusts claims and works with accounting team to estimate and accrue liability · Work with general liability provider to assess and manage risk and assumed risk thresholds · Performs other duties as required Skills/Competencies: · Experience with compliance systems. · Demonstrate strong communication skills. · Maintain a positive working relationship with employees. · Good attention to detail and ability to produce work quickly, accurately, and independently. · Work collaboratively in a team environment to accomplish company objectives with either direct or indirect authority. · Effectively lead, encourage and motivate teams of employees to successfully complete critical and challenging projects. · Excellent prioritization, planning, organization, time management and multitasking skills. · Must be proficient in Microsoft Office products and other related technical software programs. Qualifications · Minimum of 8 years relevant experience · Excellent verbal and written communication skills · Ability to adapt to the needs of the organization and employees · Ability to collaborate and establish effective relationships organizationally · Clear understanding and commitment to Five Star's mission, goals and objective · Knowledge of OSHA regulations · Knowledge of workers compensation regulations Must have a strong work ethic, attention to detail and able to work independently or as a member of a team Five Star Park & Attractions is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

G.A. Rogers & Associates has partnered with a North Dallas construction subcontractor to identify a Finance Leader to join their growing team. Are you an experienced finance professional who values collaborative leadership, autonomy and seeing the impact of your work? This role offers the chance to step into a trusted leadership position within a stable 1B+ organization!! This is a direct hire opportunity with impeccable benefits, competitive compensation and showcases a long-term career path with promotion. How You'll Spend Your Time Become fluent in how operations function day to day - labor, materials, schedules, constraints, and trade-offs. Act as a trusted financial counterpart to leaders who are making real-time decisions. Frame insights in ways that drive action, not debate. Diagnose what's really driving results - not just what shows up in reports. Convert dense financial and operational data into clear priorities. Bring structure to ambiguity and challenge assumptions when the numbers don't line up with reality. Strengthen how costs are tracked, decisions are documented, and dollars are accounted for. Identify where processes leak time, money, or clarity - and fix them. Improve consistency across systems so leaders can trust what they're seeing. Define standards that scale, not workarounds that break. Design indicators that reveal momentum early - good or bad. Connect field activity to financial outcomes in a way that feels obvious once seen. Clarify where profit is earned, where it erodes, and why. Lead planning cycles that actually influence behavior. Build forecasts that adapt as conditions change instead of becoming outdated artifacts. Present forward-looking views that help leaders choose paths, not defend the past. Develop people, not dependencies. Set clear direction, remove friction, and raise the bar without noise. Help others understand how their work fits into something larger. Leave teams and processes stronger than you found them. What You Bring A track record of financial leadership in environments where work is physical, variable, and execution-driven. Experience guiding teams with mixed strengths and backgrounds. Confidence to influence without relying on title. Comfort operating where not everything is finished or documented - and the discipline to improve it. Strong analytical instincts and the technical skill to support them (advanced Excel/Sheets required; modern analytics tools welcome). A bias toward building things that last. Background That Fits 8-10+ years in financial planning, performance management, or operational finance. Exposure to construction, mechanical services, or another project- or labor-driven industry. Direct involvement in improving visibility into cost, margin, and performance.

To excel in this role, you must have a true understanding of all types of hospital denials and how to resolve them effectively. A solid collections background and the willingness to dig into denials alongside your team are imperative for success. This is a highly rewarding position for a motivated professional who thrives on helping hospitals recover revenue that would otherwise be lost. ERISA Recovery, a frontrunner in the Federal ERISA appeals process for collecting complex and aged claims, seeks a proactive Collections Manager to spearhead our Analyst team. This leadership role is central to contacting hospitals and insurance companies to address and remediate denials, securing payments on claims previously considered lost. The Collections Manager will be pivotal in harnessing Business Intelligence Insights to establish, manage, and refine performance goals for Analysts, ensuring these goals align with the company's strategic growth objectives. We are looking for a candidate with a robust management background, capable of driving team performance through effective communication, leadership, and a relentless pursuit of excellence. KEY RESPONSIBILITIES Performance Goal Management: Utilize BI insights to establish clear performance goals for Analysts, manage and refine these objectives to enhance team performance continually. Daily Performance Engagement: Conduct daily reviews with Analysts to offer strategic support and interventions for achieving performance goals. Strategic Reporting: Report directly to the CEO/CFO and Senior Director on team strategies, goals, and performance metrics. Client Liaison: Managed requests between clients and internal collection staff, streamlining communication workflows and fostering strong, trust-based relationships SOP Development and Optimization: Lead the creation and implementation of departmental SOPs and task management standards to enhance productivity and streamline operations. Team Coaching and Standards Compliance: Provide ongoing coaching and training to ensure team adherence to standards, regulations, and best practices. Collaborative Teamwork Enhancement: Foster collaboration with back-office and other departmental teams for a unified approach to meeting organizational objectives. Revenue Cycle Expertise Development: Deepen the team's expertise in the revenue cycle process, including billing, insurance appeals, and hospital collections, to improve operational efficiency. Essential Skills & Qualifications EXPERIENCE REQUIREMENTS 5+ years of acute care experience. 5+ years of management experience, with a demonstrated ability to develop and execute performance goals. Expertise in data analysis for performance management and operational enhancement. Exceptional leadership, team management, and interpersonal communication skills. Detail-oriented with the capability to oversee multiple projects and issues simultaneously, ensuring accurate and timely completion. Proficient in MS Office suites, Electronic Health Record systems, and Insurance Claims Portals. A comprehensive understanding of hospital claims denials, medical terminology, CPT codes, modifiers, diagnosis codes, and payor contracts. Please note: Only applicants with vast knowledge of hospitals claims denials need apply. BENEFITS: 401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance Paid lunches ERISA Recovery is an Equal Opportunity Employer

The Enterprise Portfolio Manager is responsible for providing strategic support, oversight and execution of all technology and non-technology projects for the assigned business area. As a team leader, this role is responsible for providing oversight and tactical direction to team members as well as the development of individual team member's skill sets and capabilities. As a senior practitioner, this role is also responsible for day-to-day program/project management for key business initiatives as required. Key Responsibilities and Duties Oversees portfolio of projects for a specific business line/s, manages overall execution strategy and schedule, manages risks and issues and coordinates project resources. Performs executive level stakeholder management including development of strong partnerships with key business stakeholders and development and delivery of executive messaging/materials. Facilitates intake and prioritization of initiatives within the portfolio and partners with various stakeholders including technology and vendors to develop an agreed project roadmap. Oversees project financials and resource capacity plans across all business line initiatives and raises issues and develops action plans as needed. Contributes to the success of the EPMO team via regular input to the governance process, adherence to all policies and procedures. Tactically executes key initiatives by developing project plans in conjunction with key stakeholders, managing the development of key project deliverables, large cross functional team coordination and creating effective status reporting. Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional products and engagement, motivation, and development of team. Educational Requirements University (Degree) Preferred Minimum Requirements 5+ years of project/program management experience overseeing technology and non-technology initiatives, including financial tracking and resource planning. Proven ability to manage large, cross-functional teams and deliver complex projects within scope, schedule, and budget using SDLC or Agile methodologies. Preferred Requirements Banking or financial services experience, particularly in deposits, lending, or origination processes. Experience leading large-scale transformation programs, including modernization efforts such as mainframe-to-digital migrations or core banking system overhauls. Strong technical acumen-background in Computer Science, experience running technology implementations, managing software testing teams, and delivering system-level software implementations for financial institutions. Role Specific Work Experience 5+ Years Required; 7+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 9PL

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, 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 Asset Based Lending Portfolio Manager at our Dallas, TX location. Description: The ABL Portfolio Manager is responsible for gathering, analyzing, and interpreting financial and credit information in order to assess the creditworthiness of the company's customers, focusing on the company's moderately complex credit relationships. The incumbent will assist the Asset Based Lending Team in supporting new and existing loan relationships with an emphasis on maximizing credit quality and minimizing risk. Responsibilities: Exercises independent judgment on client relationship credit analysis and takes appropriate resulting action. Participate in departmental or bank-wide projects. Seek and propose process improvements. Provide financial technical advice and assistance to ABL bankers and customers. Assist in the training and development of the Portfolio Manager Level I. Remain educated and informed about industry trends, community developments, market conditions and regulatory requirements and understand their effect on the Bank's lending criteria. Monitor financial performance of existing customers through covenant compliance and other metrics. Education / Experience Preferred: A Bachelor's degree in accounting, business, economics, finance, or similar field. In lieu of a degree, must have a high school diploma or equivalent and have been in this discipline a minimum of 7 years. 5+ years of experience in credit analysis/portfolio management in a commercial lending environment required. Experience with Asset Based Lending and supporting ABL software strongly preferred. 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:

Recruiters: Please do not contact individuals. Please review our position on LinkedIn for further instructions. VWH Capital Management, LP (“VWH”) is an SEC-registered investment advisor and private equity firm with multi-billion dollars in assets under management. The firm is the winner of the 2023 Private Equity Wire US Emerging Manager Award for Best Performance: Debt. VWH is a major player in the U.S. distressed residential mortgage loan space and seeks to generate long-term returns in securitized products, distressed credit, and whole loans. VWH is headquartered in Dallas. For more information visit ******************* Job Description The VWH Portfolio Management team is seeking an associate portfolio manager/trader to contribute to the continued growth and success of VWH's residential loan and securities business. VWH opportunistically invests in U.S. residential whole loans and securities. The candidate will interact with all teams such as Transaction Management, Finance, Analytics and Asset Management, in addition to the head of the Firm. Responsibilities Actively participate in all trading activities related to U.S. residential mortgages and broader securitized products, from bid evaluation, acquisition, disposition, and securitization. Work closely with trading and financing counter parties to evaluate and explore financing options and capital market executions. Collaborating with various teams such as Transaction Management, Finance, Analytics and Asset Management. Work with Analytics team on the infrastructure build-out associated with the portfolio management. Work with whole loan transaction management team to track the due diligence and closing processes. Assist finance team in reconciling and processing monthly whole loan servicer remittance tapes. Assist in day-to-day repo financing for securities and monthly warehouse financing for loans. Compare various financing options including securitized deal execution. Managing daily risk position and portfolio P&L. Optimizing loan portfolios for sale and securitization. Prepare/compile reports for Senior Management review. Other duties as assigned. Qualifications Bachelor's degree in Engineering (any), Computer Science, Information Technology, Mathematics, or related field and 3-5 years of experience in the job offered or a related occupation. Prior experience with structured products, especially residential mortgages, securities and structuring is strongly preferred. Candidates must have proficiency in Intex and Excel. Programming experience is desired (e.g. SQL, Python, etc.). Applicants should possess excellent communication skills and be organized, detail-oriented, and able to manage competing priorities. Ability to work in Uptown Dallas office. US work authorization is required. The firm will sponsor H1B visa for full-time employees. Additional Information VWH offers competitive compensation including base salary and a discretionary performance bonus. VWH has a compelling benefits package, including medical, dental, and vision insurance, a 401(k) plan, and generous paid time off. VWH Capital Management, LP is an equal opportunity employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic prohibited by applicable law.

As a Jr. Investment Portfolio Manager, you will hold a pivotal position, overseeing and executing clients' investment activities within established risk/reward parameters. Your role is crucial in ensuring the financial success of our clients. Your responsibilities will include: Supervise and execute all investment activities within established risk/reward parameters. Design and implement asset allocation and investment strategies that meet client's unique needs. Articulate your perspective on the current investment outlook and ensure effective communication with clients and team members. Collaborate with Clients and Trust Relationship Managers to develop and implement thoughtful investment strategies while effectively managing risk. Monitor and research investment strategies and investment models and act as a liaison with the Turnkey Asset Managers (TAMPs), Assist with business development efforts Qualifications The ideal candidate will have experience working with investment accounts in a trust department or a trust company. A thorough understanding of financial markets and security types and the ability to communicate concepts to clients are essential. You should possess strong analytical skills, strong problem-solving skills, and attention to detail. Being a team player willing to perform wealth management tasks outside of investment management is important. A bachelor's degree is required. This position requires someone to work in the office.

The Enterprise Portfolio Manager is responsible for providing strategic support, oversight and execution of all technology and non-technology projects for the assigned business area. As a team leader, this role is responsible for providing oversight and tactical direction to team members as well as the development of individual team member's skill sets and capabilities. As a senior practitioner, this role is also responsible for day-to-day program/project management for key business initiatives as required. Key Responsibilities and Duties Oversees portfolio of projects for a specific business line/s, manages overall execution strategy and schedule, manages risks and issues and coordinates project resources. Performs executive level stakeholder management including development of strong partnerships with key business stakeholders and development and delivery of executive messaging/materials. Facilitates intake and prioritization of initiatives within the portfolio and partners with various stakeholders including technology and vendors to develop an agreed project roadmap. Oversees project financials and resource capacity plans across all business line initiatives and raises issues and develops action plans as needed. Contributes to the success of the EPMO team via regular input to the governance process, adherence to all policies and procedures. Tactically executes key initiatives by developing project plans in conjunction with key stakeholders, managing the development of key project deliverables, large cross functional team coordination and creating effective status reporting. Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional products and engagement, motivation, and development of team. Educational Requirements University (Degree) Preferred Minimum Requirements 5+ years of project/program management experience overseeing technology and non-technology initiatives, including financial tracking and resource planning. Proven ability to manage large, cross-functional teams and deliver complex projects within scope, schedule, and budget using SDLC or Agile methodologies. Preferred Requirements Banking or financial services experience, particularly in deposits, lending, or origination processes. Experience leading large-scale transformation programs, including modernization efforts such as mainframe-to-digital migrations or core banking system overhauls. Strong technical acumen-background in Computer Science, experience running technology implementations, managing software testing teams, and delivering system-level software implementations for financial institutions. Role Specific Work Experience 5+ Years Required; 7+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 9PL

Across the industrial design, manufacturing and maintenance worlds, we're the digital destination for product and service solutions to help our customers with the maintenance, repair and operation of their businesses. We provide global access to an unrivalled range of over 750,000 stocked industrial products. Each day our team of experts deliver solutions to resolve our customer's challenges across design, procurement, inventory and maintenance. We consistently strive to deliver the best possible service to all of our customers and challenge ourselves to provide a seamless procurement experience. We are one team. We deliver brilliantly. We do the right thing. We make every day better. These are our values. They unite our c.9,000 global colleagues and differentiate us from our competition. They are a mix of how we work today and how we must step up for the future. Most importantly, it is one set of values shaped by our people, for our people. Together, we can make great things happen. Aim for amazing and beyond. Product and Supplier Management is where the RS product portfolio comes to life. By partnering with over 500 world class suppliers, we develop a product offering to support our internal sales team and external customers. We engage cross-functionally with other departments such as Supply Chain, Marketing, and Content to create positive customer experiences in their search for the products to fit their applications. About the Role Role Purpose As Product Portfolio Manager, you will focus on building and accelerating the development, evaluation and execution of product expansion opportunities with existing and new suppliers. You will be a strong collaborator with an entrepreneurial mindset that is outcome oriented, someone with the ability to envision the big picture and implement tactically. Key Responsibilities Drive technology portfolio expansion by adding new products to our offer. Determine which products added should be stocked utilizing technology knowledge and data analysis tools to drive decisions. Influence new supplier acquisition for the product category in conjunction with the product category team. Collaborate with RS' Content team to ensure that product data held in the system is relevant and accurate. Understand existing portfolio landscape and dynamics and analyzing competitor product positioning to uncover opportunities for expansion. Engage with RS' Marketing team to ensure campaigns best represent RS'/Supplier's portfolio offering How I make a difference in this role The Product Portfolio Manager will determine the portfolio strategy and development of their assigned supplier base. They will use market intelligence, supplier recommendations, and internal reporting to create and maintain RS' product portfolio to drive financial performance and positive customer experiences. Essential Skills & Experience Strong analytic and decision-making skills utilizing multiple data points and Excel Effective communication skills - verbal, written and listening Exhibits a positive attitude and is dedicated to meeting the expectations and requirements of internal and external stakeholders including customers and suppliers. Strong teamwork and organizational skills Knows how to set priorities and can quickly zero in on what is critical Proficient in Microsoft Excel Strong interpersonal skills and be able to build effective relationships 3-5 years of Industrial distribution experience in similar role. Basic math skills in addition, subtraction, multiplication and division Presentation ability in front of the Supplier management team, suppliers, and other stakeholders in the business. Desirable Skills & Experience 4-year degree in Business or related field Knowledge of the specific product technology is HIGHLY desirable Supplier and technology obsessed attitude with a constant desire to learn more. Experience with Power BI Experience with Access Org Structure Reporting to Category Manager with key relationships with Supplier Managers and Product Director Equal Employment Opportunity RS Americas is an equal opportunity employer and maintains policies and practices that are designed to prevent and prohibit unlawful discrimination against any qualified employee or applicant on the basis of race, color, religion, ancestry, national origin, sex, sexual orientation, gender identity, age, military/veteran status, disability, genetic information, citizenship status, or any other unlawful classification to the extent protected by law. This policy of non-discrimination applies to all employment practices, including hiring, compensation, benefits, promotion, training and termination. Employees who engage in unlawful discrimination will be subject to disciplinary action, up to and including termination. #LI-SC1 @LI-HYBRID

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 Portfolio Manager SUMMARY Under general direction, this position provides support to Loan Officers in their production and management of their commercial & consumer loan portfolios MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Acts as a key contact for commercial and consumer loan customers and services existing customers. * Provides support to Loan Officers in the form of technical and analytical responsibilities in gathering and analyzing financial information, industry information, loan application preparation, monitoring of covenant compliance and review of terms. * Interacts with third parties to obtain information necessary to underwrite close and monitor loans. * Complies with bank procedures by maintaining accurate loan documentation and following operational/security guidelines. * Identifies customer needs and acts on opportunities to develop fuller banking relationships by cross-selling other bank products to new and existing customers. * Enhances business development efforts through relationship building with potential or existing customers and by participating in community activities/functions. * Monitors loan process to ensure full customer satisfaction. * Ensures that delinquency is maintained within the Bank's standard guidelines. * Keeps Loan Officers updated as to ongoing needs of customers. * Demonstrates knowledge and expertise of consumer lending practices and financial principles and supports the Company's overall mission, standards, policies and procedures, and confidentiality guidelines. ADDITIONAL DUTIES AND RESONSIBILITIES * Handles customer complaints and escalates issues as needed. * Work to collect past dues within portfolio. * Maintain high level of integrity. * Recommends to supervisor possible methods to improve department. * Completes all required compliance exams on a yearly basis. * Adherence to all First United Policies and Procedures. * Dresses professionally. * Other duties as assigned by supervisor 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 Business or Finance or an equivalent combination of education, training, or experience. * Two years of experience in financial services field. Consumer or commercial lending background preferred. Technical/Functional Competencies * Exceptional customer service skills. * Demonstrates good judgment, problem-solving, and decision making skills. * Ability and willingness to take the lead in development and completion of a wide range of projects. * Computer and Software proficiency. * Strong interpersonal skills and ability to work well with a wide range of people. * Ability to communicate well with customers by all means of communication including written, verbal, and non-verbal communication. * Dependable and adheres 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: Denton-South 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.

Your Career. Your Story. Let's Write the Next Chapter Together. At Origin Bank, a job isn't just a paycheck - it's a meaningful journey. We're committed to helping you grow both professionally and personally in an environment where people come first. We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education. What truly sets us apart is our people-first culture. Here, you'll be supported by unique initiatives like our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future. If you're looking for a career that empowers you to make meaningful connections, positively impact others, and pursue your personal and professional dreams-we'd love to meet you. Apply today and start the most rewarding chapter of your career with us. Daily management of assigned commercial loan relationships for Commercial Relationship Banker's (CRB's), including providing a high level of customer support, obtaining financial and collateral information, monitoring covenant and borrowing base compliance, taking ownership of managing CRB exception lists, assisting in the preparation of the credit approval packages, preparation of term sheets and commitment letters, and documenting and closing requests by performing the following duties. Word Duties and Responsibilities include the following. * Serves as a client relationship representative to all customers by listening, researching, and complaint/inquiry resolution as needed. * Provides guided levels of support, with direct supervision, to CRBs and the entire lending team on commercial relationships. * Monitors compliance with legal, regulatory and credit policies on loan documentation, credit approvals and funding, correcting exceptions, and monitoring resolutions. * Coordinates credit underwriting process and preparation of credit approval packages. * Monitors loan agreement covenants and borrowing base compliance, as well as report exceptions. * Ensures ongoing timely receipt of financial information consistent with bank policy. * Proactively ensures expiring credit facilities are re-underwritten and appropriately re-established. * Consults with Relationship Managers and Credit to make recommendations on risk ratings. * Reviews equipment and real estate appraisals in conjunction with Relationship Managers. * Assists with Watch List credits (prepares CARs; communicates with customers regarding reducing credit exposure, paying off or refinancing notes, or rehabbing operational and financial results). * Inputs loan requests and supporting information into loan processing software. * Maintains an active role in community affairs by participation in community organizations/projects to improve the bank's visibility in the area and enhance business opportunities. Supervisory Responsibilities This job has no supervisory responsibilities. Qualifications 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/or Experience Bachelor's degree (B. A.) from four-year college or university; preferably in Finance, Business, Accounting or related field; minimum of one to three years credit analysis and/or lending experience; working knowledge of federal/state laws related to banking/lending practices; or equivalent combination of education and experience. Advanced knowledge of credit policies, procedures and terminology preferred. Physical Demands While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. Work Environment The noise level in the work environment is usually moderate. This reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion. Word Compensation Details We believe in competitive compensation. The minimum average base pay for this position based on market is: $70,686.00 Word The minimum base pay could be increased based on factors such as skills, education, or experience. The base pay listed does not include incentives, bonuses, or benefits. We also offer a generous benefits package (more information on benefits can be found here). Word Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights

Benefits: 401(k) 401(k) matching Competitive salary Dental insurance Health insurance Opportunity for advancement Paid time off Vision insurance RDE Capital Group, LLC Position Description: Portfolio Manager Offsite OverviewThe Portfolio Manager is responsible for driving the daily workflow of a group of properties to a positive outcome for RDE Capital Group, LLC clients, and residents. A successful Portfolio Manager must drive throughout the Dallas-Fort Worth area several times weekly to uphold quality control standards. The Portfolio Manager must communicate with tenants, established vendors, owners, and associates in a common-sense manner that drives effective and positive results in the following areas. A successful assistant portfolio manager interacts with residents professionally and courteously and collaborates with team members. The Portfolio Manager is responsible for driving the daily workflow of a group of properties to a positive outcome for RDE Capital Group, LLC clients, and residents. A successful Portfolio Manager must drive throughout the Dallas-Fort Worth area several times weekly to uphold quality control standards. The Portfolio Manager must communicate with tenants, established vendors, owners, and associates in a common-sense manner that drives effective and positive results in the following areas. A successful assistant portfolio manager interacts with residents professionally and courteously and collaborates with team members. Duties and Responsibilities The execution of MOP Plans with the maintenance coordinator Responsible for lease enforcement Responsible for coordinating and completing City inspections and annual registrations Responsible for managing the security deposit return process to completion Maintaining and fostering positive communication with owners and tenants Accountable for managing the delinquency process Responsible for managing the eviction process to completion Responsible for managing the collections process to completion Accountable for managing the Ratio Utility Billing Process with vendors Responsible for managing the virtual assistant vendors Responsible for performing and documenting property walkthroughs Accountable for writing makeready scopes and the inspection of the completion of makeready as per scope Responsible for creating and assigning internal or external resources to service requests based on company guidelines Assist in the coordination and tracking of maintenance operations plans Support the Portfolio Supervisor in any other tasks that may be needed Qualifications and Experience: Required to hold a current Texas Real Estate License. (Mandatory for this position).Required to hold a current TX Driver's license with a clean driving record. (Mandatory for this position).Minimum of one year of previous experience in either the single-family or multi-family rental industry Ability to manage confidential information in a professional manner Excellent oral and written communication skills Ability to comfortably navigate innovative technology. Proficiency with the Microsoft Office suite, including Outlook, Work, and Excel, is required.Meticulous and able to effectively manage multiple projects simultaneously in a fast-paced work environment Strong organizational and time-management skills, able to consistently meet goals and deadlines without sacrificing quality Knowledge / Experience with Tax Credit Incentives and Section 8 Rental Assistance process, preferred Education: A bachelor's degree in business, finance, economics, or another related field, preferred Fully bilingual (written, spoken, and reading comprehension in English and Spanish) Compensation package: Benefits: Medical, Vision, Dental, Long- and Short-Term Disability, Voluntary Insurance Participation in a company-matched 401K Plan after successful completion of one year of continued employment. Compensation: $24.00 - $26.00 per hour RDE Capital Group LLC is a full service commercial real estate brokerage servicing the Dallas / Fort Worth Area.

Senior Manager - Investment Wholesaler Trainer & Analyst Company: Megatel Capital Investment (MCI) About Us: Megatel Capital Investment (MCI) is the capital markets division of the Megatel Group, a fully integrated residential real estate company headquartered in Dallas, Texas. Since 2006, Megatel has grown into one of the nation's most successful private developers and homebuilders, specializing in large-scale, amenity-rich lagoon communities. MCI provides the growth capital and financing needed to bring these visionary developments to life. Role Overview: We are expanding our sales management team and seeking a strategic, data-driven, and motivational Senior Manager - Investment Wholesaler Trainer & Analytics. This leadership role blends investment product sales expertise with training, analytics, and operational oversight. You'll be responsible for elevating the performance of our internal and external wholesalers through coaching, training programs, and data-informed strategy, while driving alignment across departments and ensuring compliance. Key Responsibilities: Sales Team Leadership: Manage day-to-day operations of the Dallas-based sales desk team, mentoring internal and external wholesalers to exceed performance goals Training & Development: Design and deliver training programs on investment products, market trends, sales strategies, and compliance requirements Sales Strategy & Analytics: Analyze sales data, market trends, and competitor activity to identify growth opportunities and inform strategic initiatives Performance Tracking: Develop dashboards and reports to monitor KPIs and provide actionable insights to senior leadership Process Optimization: Identify inefficiencies and implement improvements using data and technology to scale operations and automate reporting Cross-Functional Collaboration: Partner with marketing, product development, finance, and IT to ensure cohesive messaging and strategic alignment Client Insights: Translate data into customer behavior insights to refine targeting and segmentation strategies Compliance Oversight: Ensure adherence to regulatory standards and conduct principal reviews Recruitment Support: Assist in identifying and onboarding top talent for the sales team SalesForce CRM Management: Oversee CRM usage and reporting to enhance productivity and visibility Qualifications Desired Qualifications: FINRA Series 7, 24, and 63 licenses Bachelor's degree in a related field 5+ years of experience selling alternative investment products 3+ years of team management experience Proven success in exceeding sales goals Established relationships within IBD/RIA channels Strong leadership and motivational skills Exceptional verbal, written, and interpersonal communication skills Proficiency in Salesforce CRM and reporting tools Excellent time management and organizational abilities

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Primary Function The Sr Investor Accounting Analyst is responsible for preparing, and reviewing assigned monthly bank reconciliations of various clearing, PI, & TI custodial accounts for investors which could include FNMA, FHLMC, GNMA, or Private Portfolios. This person will be responsible for accounts with high levels of difficulty. The Sr Investor Accounting Analyst will provide guidance and oversight to less senior team members and help create and build process documentation, automation, and analytical insights to ensure that we are consistently providing best in class service to our investors and customers. Candidates must have strong communication skills and the ability to research and complete timely resolution to exceptions, including collaboration with internal business partners. Principal Duties * Prepare monthly cashbook and test of expected reconciliations for various investor custodial accounts, including Fannie Mae, Freddie Mac, Ginnie Mae, and Private portfolios. * Review reconciliations performed by Investor Accounting Analyst and Investor Accounting Analyst II. * Researches and resolves loan and account variances and clears accounts in accordance with investor and regulatory guidelines. * Works with Investor Reporting team members to resolve items within the investors' accounts. * Maintains and follows procedures and controls within the monthly process. * Assists with internal and external audits. * Heavy use of Microsoft excel for data analysis and reporting. * Attention to detail and strong organization skills important. * Investigate, reconcile, and provide timely resolution to all investor issues and reconciliation exceptions. * Research operational, reporting, or data issues and present solutions or process improvements to management. * Develops and enhances operational procedures. * Possesses an understanding of pooling and servicing agreements / GSE Servicing Guides. * Handle ad-hoc reporting or research as directed by management. * Performs related duties as assigned by management. Education and Experience Requirements * High School Diploma or equivalent required, Bachelor's Degree in Accounting or Finance preferred. * 5+ years of Mortgage Servicing experience, 2+years prior Investor Accounting experience required. Knowledge, Skill, and Ability Requirements * Knowledge of the GSE bank reconciliation process for test of expected cash, pool to security balancing, and clearing account balance. * Advanced MS Excel experience required. * Proficient in MS Word and PowerPoint. * SQL or other database reporting experience preferred. * Servicing Director knowledge a plus * Strong problem solving and analytical skills. * Proven ability to build strong relationships with stakeholders, learn quickly, be flexible and think strategically. * Strong communication skills to interact with Senior Management and other business units. * Working understanding of operational risks and related controls. * Strong organizational and time management skills necessary. * Ability to manage multiple tasks and shift priorities as appropriate to meet reporting deadlines and maintain reporting accuracy and analysis abilities with strong attention to detail. * Self-motivated with strong attention to detail and excellent organization skills Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! * Medical, dental, and vision insurance * Health Savings Account with employer contribution * 401(k) Retirement plan with employer match * Paid Maternity Leave/Parental Bonding Leave * Pet insurance * Adoption Assistance * Tuition reimbursement * Employee Loan Program * The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: * Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more * 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice * Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee * Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Primary Function The Sr Investor Accounting Analyst is responsible for preparing, and reviewing assigned monthly bank reconciliations of various clearing, PI, & TI custodial accounts for investors which could include FNMA, FHLMC, GNMA, or Private Portfolios. This person will be responsible for accounts with high levels of difficulty. The Sr Investor Accounting Analyst will provide guidance and oversight to less senior team members and help create and build process documentation, automation, and analytical insights to ensure that we are consistently providing best in class service to our investors and customers. Candidates must have strong communication skills and the ability to research and complete timely resolution to exceptions, including collaboration with internal business partners. Principal Duties Prepare monthly cashbook and test of expected reconciliations for various investor custodial accounts, including Fannie Mae, Freddie Mac, Ginnie Mae, and Private portfolios. Review reconciliations performed by Investor Accounting Analyst and Investor Accounting Analyst II. Researches and resolves loan and account variances and clears accounts in accordance with investor and regulatory guidelines. Works with Investor Reporting team members to resolve items within the investors' accounts. Maintains and follows procedures and controls within the monthly process. Assists with internal and external audits. Heavy use of Microsoft excel for data analysis and reporting. Attention to detail and strong organization skills important. Investigate, reconcile, and provide timely resolution to all investor issues and reconciliation exceptions. Research operational, reporting, or data issues and present solutions or process improvements to management. Develops and enhances operational procedures. Possesses an understanding of pooling and servicing agreements / GSE Servicing Guides. Handle ad-hoc reporting or research as directed by management. Performs related duties as assigned by management. Education and Experience Requirements High School Diploma or equivalent required, Bachelor's Degree in Accounting or Finance preferred. 5+ years of Mortgage Servicing experience, 2+years prior Investor Accounting experience required. Knowledge, Skill, and Ability Requirements Knowledge of the GSE bank reconciliation process for test of expected cash, pool to security balancing, and clearing account balance. Advanced MS Excel experience required. Proficient in MS Word and PowerPoint. SQL or other database reporting experience preferred. Servicing Director knowledge a plus Strong problem solving and analytical skills. Proven ability to build strong relationships with stakeholders, learn quickly, be flexible and think strategically. Strong communication skills to interact with Senior Management and other business units. Working understanding of operational risks and related controls. Strong organizational and time management skills necessary. Ability to manage multiple tasks and shift priorities as appropriate to meet reporting deadlines and maintain reporting accuracy and analysis abilities with strong attention to detail. Self-motivated with strong attention to detail and excellent organization skills Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! Medical, dental, and vision insurance Health Savings Account with employer contribution 401(k) Retirement plan with employer match Paid Maternity Leave/Parental Bonding Leave Pet insurance Adoption Assistance Tuition reimbursement Employee Loan Program The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection

If you have what it takes to become part of the Vistra family and would like to start a promising career with a global leader, take a look at the exciting employment opportunities that are currently available and apply online. As a member of the investor relations team, the Senior Analyst will report to Vistra's Vice President of Investor Relations and assist in the execution of all facets of management's investor relations strategy Job Description Key Accountabilities Evaluation of analyst financial and valuation models; report inaccuracies to VP-Investor Relations and executive leaders and work with analysts to correct; review internal valuation models to help develop investor strategy Analyze and summarize analyst estimates/consensus, valuation models, and peer financial data Maintain working knowledge of peer companies and investor activities and holdings Preparation of supporting materials for earnings conference calls and investor presentations Assist in preparation of off-cycle investor outreach materials and help plan and organize and coordinate investor events, meetings and conferences and investor site visits Manage investor outreach database and prepare investor targeting reports for management Attend functional group meetings on behalf of investor relations to stay abreast of current issues and timely update the Investor Relations Q&A document and relevant reference materials for functional groups on Investor Relations internal site Coordinate with Chief Sustainability Officer and sustainability team to analyze external and internal data for annual sustainability report and industry surveys Assist in preparation, review and comment of the annual report, annual Sustainability Report and Environmental Report Assist in preparation of quarterly presentations to the Board of Directors of valuation metrics and investor feedback Interact with external investor and sustainability constituents, as well as frequent interaction with executive management Maintain up-to-date content on the investor relations website Education, Experience, & Skill Requirements 4-6 years of experience in investor relations or finance preferred. Strong understanding of finance and financial statements. Familiarity with Vistra and/or power markets and commercial trading Advanced Excel and PowerPoint skills. Experience gained through college degree programs and/or certifications is applicable to above skills Detail oriented with excellent communication and interpersonal skills. Strong relationship building and partnering skills. Excellent time management, planning, and organizational skills in order to work well under tight deadlines. Occasional long, irregular hours. Use of a PC, computer terminal and/or telephone over 8 hours a day. Overnight travel sometimes required. Key Metrics Timely and accurate delivery of quarterly earnings materials Timely delivery of off-cycle investor outreach materials Timely update of the Investor Relations topical library for internal constituents Accurate analysis of analyst models #LI-Hybrid #LI-ND1 Job Family Treasury Company Vistra Corporate Services Company Locations Irving, TexasTexas We are a company of people committed to: Exceeding Customer Expectations, Great People, Teamwork, Competitive Spirit and Effective Communication. If this describes you, then apply today! If you currently work for Vistra or its subsidiaries, please apply via the internal career site. It is the policy of the Company to comply with all employment laws and to afford equal employment opportunity to individuals in all aspects of employment, including in selection for job opportunities, without regard to race, color, religion, sex, sexual orientation, gender identity, pregnancy, national origin, age, disability, genetic information, military service, protected veteran status, or any other consideration protected by federal, state or local laws. If you are an individual with a disability and need assistance submitting an application or would like to request an accommodation, please email us at assistance@vistraenergy.com to make a request.

If you have what it takes to become part of the Vistra family and would like to start a promising career with a global leader, take a look at the exciting employment opportunities that are currently available and apply online. As a member of the investor relations team, the Senior Analyst will report to Vistra's Vice President of Investor Relations and assist in the execution of all facets of management's investor relations strategy Job Description Key Accountabilities Evaluation of analyst financial and valuation models; report inaccuracies to VP-Investor Relations and executive leaders and work with analysts to correct; review internal valuation models to help develop investor strategy Analyze and summarize analyst estimates/consensus, valuation models, and peer financial data Maintain working knowledge of peer companies and investor activities and holdings Preparation of supporting materials for earnings conference calls and investor presentations Assist in preparation of off-cycle investor outreach materials and help plan and organize and coordinate investor events, meetings and conferences and investor site visits Manage investor outreach database and prepare investor targeting reports for management Attend functional group meetings on behalf of investor relations to stay abreast of current issues and timely update the Investor Relations Q&A document and relevant reference materials for functional groups on Investor Relations internal site Coordinate with Chief Sustainability Officer and sustainability team to analyze external and internal data for annual sustainability report and industry surveys Assist in preparation, review and comment of the annual report, annual Sustainability Report and Environmental Report Assist in preparation of quarterly presentations to the Board of Directors of valuation metrics and investor feedback Interact with external investor and sustainability constituents, as well as frequent interaction with executive management Maintain up-to-date content on the investor relations website Education, Experience, & Skill Requirements 4-6 years of experience in investor relations or finance preferred. Strong understanding of finance and financial statements. Familiarity with Vistra and/or power markets and commercial trading Advanced Excel and PowerPoint skills. Experience gained through college degree programs and/or certifications is applicable to above skills Detail oriented with excellent communication and interpersonal skills. Strong relationship building and partnering skills. Excellent time management, planning, and organizational skills in order to work well under tight deadlines. Occasional long, irregular hours. Use of a PC, computer terminal and/or telephone over 8 hours a day. Overnight travel sometimes required. Key Metrics Timely and accurate delivery of quarterly earnings materials Timely delivery of off-cycle investor outreach materials Timely update of the Investor Relations topical library for internal constituents Accurate analysis of analyst models #LI-Hybrid #LI-ND1 Job Family Treasury Company Vistra Corporate Services Company Locations Irving, TexasTexas We are a company of people committed to: Exceeding Customer Expectations, Great People, Teamwork, Competitive Spirit and Effective Communication. If this describes you, then apply today! If you currently work for Vistra or its subsidiaries, please apply via the internal career site. It is the policy of the Company to comply with all employment laws and to afford equal employment opportunity to individuals in all aspects of employment, including in selection for job opportunities, without regard to race, color, religion, sex, sexual orientation, gender identity, pregnancy, national origin, age, disability, genetic information, military service, protected veteran status, or any other consideration protected by federal, state or local laws. If you are an individual with a disability and need assistance submitting an application or would like to request an accommodation, please email us at assistance@vistraenergy.com to make a request.