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Dallas Finance Jobs

3 jobs found

6mo ago

Sr. Commercial Underwriter

b1BANK Dallas, TX

Dallas, TX

6mo ago Closed

Full time Senior Banking Commercial

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

The Senior Commercial Underwriter evaluates borrower creditworthiness and the structure of credit facilities to prepare the underwriting portion of loan presentations for approval. This role involves identifying strengths, weaknesses, and trends; offering recommendations; spreading financial statements; assessing risk; providing underwriting statistics; and staying current with regulatory compliance and economic conditions as they relate to commercial lending. The role handles underwriting for the most complex borrowing relationships, requires independent judgment and decision-making with minimal direction, and includes mentoring newer underwriting staff. Additionally, the position advocates for the bank and its lending services within the community, helping to identify and fulfill local financial needs by participating in community activities. This role is a key contributor on the Commercial Banking Relationship Team, working directly with Bankers, Credit Officers, and other Underwriters to analyze new and existing commercial credit opportunities and support loan portfolio management. The successful candidate may attend client and prospect meetings and conduct research to identify, quantify, and mitigate underwriting risk inherent in the borrower, industry, or loan structure, while developing strong working relationships with client management, internal teammates, credit officers, and other bankers. Senior Underwriters are also expected to provide mentorship to junior staff, including Credit Analysts and newer Junior Commercial Credit Underwriters.

Location

Dallas, TX 75225

Specific Job Duties

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Prepare in-depth front-end credit analysis by reviewing all necessary financial information, discussing the credit request and financial information with the banker in conjunction with underwriting, and drafting credit approval documentation.
Spread annual and interim financial statements of companies.
Spread annual personal financial statements and personal tax returns of owners/guarantors.
Review or prepare and stress test projections.
Conduct industry research.
Identify risk inherent in the relationship, loan structure, or industry and determine methods to minimize the identified risk, including compensating factors.
Identify policy and regulatory compliance issues.
Prepare risk analyses.
Analyze risks within the relationship, loan structure, or industry and propose mitigation strategies or compensating factors.
Complete ongoing periodic credit servicing of loans within the portfolio, including analyzing financial statements and reviewing ratio tests.
Mentor junior members of the underwriting team.
Provide support for the bank’s sales efforts, which may include selling and promoting the bank’s services as opportunities arise.
Participate in the financial institution’s community activities.
Perform other duties, as assigned.

Job Requirements

Bachelor’s degree in Accounting, Finance, or a related field; MBA preferred.
Six years of commercial credit underwriting and/or portfolio management experience.
A high school diploma or GED and ten years of related commercial banking underwriting experience may also qualify.
Strong financial and analytical skills.
Strong organizational and interpersonal skills.
Strong oral and written communication skills to effectively discuss loan programs and policies with colleagues and customers.
Proficiency with Microsoft Office products, including Word and Excel.
Working knowledge of D+H Financial Analyzer and Credit Manager preferred.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Equal Opportunity Employer/Veterans/Disabled.

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6mo ago

Financial Advisor

The Misch Group Dallas-Fort Worth, TX

Dallas-Fort Worth, TX

6mo ago Closed

Full time Advisor Book of Business Business Development

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Role Overview

We are seeking a driven and seasoned Financial Advisor to join our team in the Dallas-Fort Worth, TX area. The successful candidate will deliver comprehensive financial planning and investment management services, build and maintain strong client relationships, and contribute to the firm’s growth. This role requires a proactive professional with a proven track record in the financial services industry.

Key Responsibilities

Develop and implement tailored financial plans that address investment, retirement, estate, and insurance needs.
Provide ongoing financial guidance and support, adjusting strategies as goals evolve.
Build and maintain strong client relationships, fostering trust and long-term partnerships.
Acquire and manage a book of business, expanding the firm’s client base.
Perform thorough financial analyses and market research to identify investment opportunities.
Ensure compliance with regulatory requirements and ethical standards.
Participate in business development activities, including networking and client acquisition.
Stay current on industry trends, regulations, and product offerings.

Skills, Knowledge and Expertise

Experience as a Financial Advisor.
Active Series 65 or 66 license required.
Active Health and Life Insurance licenses required.
Established book of business required.
Solid understanding of financial planning principles, investment strategies, and insurance products.
Excellent communication, interpersonal, and presentation skills.
Proven ability to build and maintain client relationships.
Self-motivated, results-oriented, and capable of working independently.
Bachelor’s degree in finance, economics, or a related field preferred.
Proficient with financial planning software and CRM systems.

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6mo ago

Associate -or- Senior Associate, Corporate Finance - Fund Financial Operations (Dallas, TX)

Affinius Capital Dallas, TX

Dallas, TX

6mo ago Closed

Full time Senior Accounting Associate

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Company Overview

Affinius Capital, together with its affiliated entities, invests across the risk spectrum for a global client base, managing more than $61 billion in gross assets under management across North America and Europe. The firm provides strategic equity and debt capital to capitalize on the growing demand for technology-driven real estate assets, to meet housing solutions needs, and for other market and capital structure opportunities with compelling risk-return characteristics. For more information, visit affiniuscapital.com.

Role Overview

The Associate -or- Senior Associate, Fund Financial Operations is a vital member of Corporate Finance's Fund Financial Operations (FFO) team. The role centers on delivering quarterly investor reports for sponsored commingled funds and separate account vehicles, as well as handling recurring and ad-hoc operational and financial data requests from current and prospective investors and the consulting community. The position ensures investors receive accurate, timely, and courteous information, and supports other teams with data to aid firm operations.

Key Responsibilities

Act as the primary communication point between the firm and investors for their respective commingled funds and/or separate accounts.
Review Fund Financial Statements, fees, and carried-interest calculations prepared by the Fund Administrator.
Address recurring and ad-hoc investor and consultant inquiries, surveys, and questionnaires related to operational and financial information; interpret requests, coordinate data collection across teams, and deliver the required disclosures with consistency and proper disclosures.
Produce quarterly investor reports in Workiva by collaborating closely with Portfolio Management, Fund Administrator, Asset Management, and other teams to assemble and process operational and financial data required for disclosure.
Assist with reviewing capital calls, distributions, and other investor communications.
Maintain data accuracy for assigned commingled funds and/or separate accounts and investors in the Juniper Square investor portal.
Liaise with other FFO team members to implement process efficiencies that ensure consistency, scalability, and adoption of best practices across the team and firm.
Perform other essential duties as assigned.

Requirements

Bachelor’s degree in Accounting, Finance, Economics or related field.
3+ years of applicable experience in investment, fund, and/or investor reporting.
Real estate private equity experience strongly preferred.
Exceptionally strong analytical and communication (verbal and written) skills.
High attention to detail and commitment to high-quality deliverables.
Ability to manage multiple tasks in a fast-paced environment, while remaining flexible, adaptable, and collaborative.
Advanced proficiency with Microsoft Excel and Word.
Experience with Workiva, Juniper Square, and Yardi preferred.
Ability to work extended hours as needed.
Qualifications may warrant placement in a different job title.
Must be willing to work on-site full-time.

Key Competencies

High level of attention to detail, aptitude, poise, and reliability.
Self-motivated, capable of working well both independently and as part of a team.
Track record of excellence in project management and meeting deadlines.
Positive attitude, strong work ethic, honesty, and integrity.
Strong interpersonal skills with the ability to interact professionally with internal stakeholders and external parties.

Location

Dallas, TX 75201

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Dallas Finance Jobs

Sr. Commercial Underwriter

Financial Advisor

Associate -or- Senior Associate, Corporate Finance - Fund Financial Operations (Dallas, TX)

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