Richardson, Texas, United States · On-site
Description Position Purpose and Objectives This position exists to provide superior quality customer service to members who are in the process of refinancing or purchasing a new home, or to utilize the equity in their e…
Skills: Mortgage Loan Origination, Customer Service, Loan Documentation, Regulatory Compliance, Pipeline Management
Richardson, Texas, United States · On-site
Description Company Overview: Vidalta Residential, founded in 2015, isn't just a property management organization; we're creators of exceptional living experiences in the multifamily sector. Driven by an unyielding commi…
Skills: Process Standardization, System Administration, Data Analysis, Project Management, Property Management Workflow
Richardson, Texas, United States · Remote OK
$85k–$145k/yr
Overview The Financial Solution Consultant is an integral member of the strategic implementation organization. The SC is responsible for successful Saas delivery, specifically the deployment of the RealPage solutions. Th…
Skills: SaaS Delivery, Business Requirement Analysis, Change Management, Solution Architecture, FinTech Integrations
Richardson, Texas, United States · On-site
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who tr…
Skills: Risk Management, Compliance Assessment, Corporate Governance, Risk Analysis, Business Writing
Richardson, Texas, United States · On-site
$123k–$162k/yr
Who We Are Lennox (NYSE: LII) Driven by 130 years of legacy, HVAC and refrigeration success, Lennox provides our residential and commercial customers with industry-leading climate-control solutions. At Lennox, we win as …
Skills: Financial Planning & Analysis, Budgeting, Forecasting, Financial Modeling, Process Improvement
Richardson, Texas, United States · On-site
Marcus by Goldman Sachs As the online consumer banking business of Goldman Sachs, Marcus operates as a digital bank, providing high-yield savings accounts and Certificates of Deposit (CDs) directly to individual consumer…
Skills: Python, Large Language Models, RAG, Agentic AI, Machine Learning Engineering
Richardson, Texas, United States · Hybrid
Benefits: Weekly Pay Health insurance Training & development Vision insurance Competitive salary Dental insurance Paid time off Accounts Receivable Specialist Location: Richardson, TX Job Type: Full-Time Department: Reve…
Skills: Accounts Receivable, Healthcare Billing, Claims Resolution, Denial Management, Revenue Cycle Management
Richardson, Texas, United States · On-site
External Applicants: Please apply through Prosperity Bank's Career Center at https://www.prosperitybankusa.com/Careers. Applying through any other source may prevent Prosperity from receiving your application. Internal A…
Skills: Wire Transfer Processing, Fraud Monitoring, Foreign Exchange, End Of Day Balancing, Recordkeeping
Richardson, Texas, United States · On-site
Role Purpose The VP of Technical Vendor Management & Due Diligence is responsible for the end-to-end lifecycle of external technology partnerships. This leader will drive the strategic engagement with third-party technol…
Skills: Technical Vendor Management, Due Diligence, SOW Negotiation, Systems Architecture, Cloud Infrastructure
Richardson, Texas, United States · On-site
What We Do At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management…
Skills: React JS, HTML5, Software Architecture, Restful Web Services, Agile Operating Models
Richardson, Texas, United States · On-site
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Personal Banker II position …
Skills: Consultative Sales, Customer Relationship Management, Financial Analysis, Credit Analysis, Customer Service
Richardson, Texas, United States · Remote OK
$71k–$120k/yr
Overview The Solution Consultant (SC) is an integral member of the strategic implementation organization, specializing in Insurance solutions within the RealPage ecosystem. This role is responsible for the successful Saa…
Skills: SaaS Delivery, Insurance Operations, Solution Architecture, Change Management, Client Relationship Management
Richardson, Texas, United States · Hybrid
Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem:…
Skills: Account Management, Sales, Client Service, Business Development, Verbal Communication
Richardson, Texas, United States · On-site
The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, Global Markets and investment management services to a substantial and diversified client base that includes corpora…
Skills: Operational Risk Management, Change Management, Risk Reporting, Control Assessments, Data Analytics
Richardson, Texas, United States · On-site
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who tr…
Skills: Financial Modeling, PowerPoint, Market Analysis, Product Strategy, Business Case Development
Richardson, Texas, United States · On-site
Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" cu…
Skills: Underwriting, Data Analysis, Policy Processing, Customer Service, Organization
Richardson, Texas, United States · Remote OK
$3k–$6k/wk
Why Meron Financial Agency? Are you working hard but not getting paid what you’re worth? Or maybe you’re earning well but sacrificing your time, freedom, and peace of mind? At Meron Financial Agency, we believe you can h…
Skills: Insurance Sales, Lead Management, Entrepreneurship, Client Relationship Management, Financial Planning
Richardson, Texas, United States · On-site
ASSET & WEALTH MANAGEMENT Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planni…
Skills: SQL, Communication Automation, CRM Systems, Alteryx, Excel
Richardson, Texas, United States · On-site
Company Description At North Central Ford, Sonic Automotive family dealership, you'll find the opportunities, resources, and support you need to grow and develop professionally. Our 100+ dealerships are concerned with mo…
Skills: Dealership Accounting, Journal Entries, Bank Reconciliations, Account Analysis, Accrual Calculations
Richardson, Texas, United States · On-site
Company Description At North Central Ford, a Sonic Automotive family dealership, you'll find the opportunities, resources, and support you need to grow and develop professionally. Our 100+ dealerships are concerned with …
Skills: Financial Statement Analysis, Office Management, Journal Entries, Month-end Reconciliations, CDK Proficiency
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Support mortgage loan originators by managing loan pipelines, gathering necessary documentation, and ensuring compliance with lending regulations. Provide high-quality customer service to members throughout the home purchasing or refinancing process.
Requires basic knowledge of real estate lending, mortgage origination, and Texas home equity laws. Candidates must be able to comply with SAFE Act requirements and possess strong communication and financial analysis skills.
Description
This position exists to provide superior quality customer service to members who are in the process of refinancing or purchasing a new home, or to utilize the equity in their existing homes to secure funding. This role will support the credit union’s mortgage lending operations with home loan applications, gathering documentation, engaging with applicants, and ensuring compliance with lending regulations. The variety of loans that are offered by Texans Credit Union are Conventional, Fixed/ARM, Jumbo, First Time Homebuyers, Construction, Equity, and Lot loans. The employee will maintain an open line of communication with the member and/or branch personnel as all necessary paperwork and documents are being gathered. The Mortgage Loan Assistant will have time sensitive tasks and/or assignments that require strong time management abilities. This position plays a critical part in enhancing loan originator’s productivity by streamlining processes, ensuring accurate documentation, and delivering exceptional customer service throughout the loan cycle. Additionally, it is expected that this role actively engages and communicates in the team-based work groups that make up the department.
Positions directly supervised: None
Requirements
Minimal developed sales ability. Must meet and comply with all requirements set forth in SAFE Act, include but not limited to successful completion of the required background checks and obtaining a Unique Identified from the NMLS. Basic knowledge in first liens and second liens with a working knowledge of Texas Home equity products, construction loans and lot loans. Excellent member service skills; exceptional interpersonal, presentation, and oral communication skills. Some knowledge in the areas of Truth-in-Lending, Equal Credit Opportunity Act, Fair Credit Reporting Act, Dodd-Frank, TRID and Texas State Home Equity Laws as well as supporting knowledge in market trends in Real Estate lending.
Education: A two-year college degree or completion of a specialized course of study at a business or trade school or related field or high school diploma or equivalent
Experience: Basis knowledge of real estate, mortgage origination, and lending experience required. Basic knowledge of local, state, and federal laws (e.g., Truth in Lending, & RESPA). Working knowledge of FNMA, FHA, VA, and private investors. Ability to analyze financial information. Excellent verbal and written communication skills. Developed sales ability.
Prouder, bigger, bolder and 70 years in the making! We are Texans helping Texans. Federally insured by the NCUA.
Welcome to Texans Credit Union! As Texans, we are proud, strong, and determined. We walk with a swagger, unafraid to show our true character, and we believe a financial institution bold enough to call itself “Texans” should do the same. It's been 70 years in the making. Working together to reach our goals, pulling each other up by the bootstraps, and celebrating our accomplishments. It's made us who we are, and we are a determined bunch. Our corporate culture is at the heart of our success. We value our team and inject humanity into everything we do. We work hard and have fun together, creating a collaborative environment that allows us to serve our members with compassion and empathy. Whether you're looking to buy a new home, start a business or save for retirement, we're here to help you achieve your goals. Join us and experience the credit union difference – where you're more than just a number, you're a valued member of our community. Federally insured by the NCUA.
Offices: 777 E Campbell Rd, Richardson, Texas 75081, US · 406 W McDermott Dr, Allen, Texas 75013, US · 3601 N Josey Ln, Carrollton, Texas 75007, US · 5925 Forest Ln, Dallas, Texas 75230, US · 2241 Irving Blvd, Dallas, Texas 75207, US
There are currently 190 open finance & accounting positions in Richardson, TX listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Goldman Sachs, Associa Community Management Corporation of New Jersey, Genpact, Texas Capital, Lennox, among others. Browse the listings above to see every active employer.
Yes — 71 of the 190 open finance & accounting positions offer remote or hybrid work (34 remote, 37 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
