Advisor

• Collaborate with internal and external partner stakeholders to manage administration, strategic planning, and other activities for an assigned portfolio of Multifamily loans
• Support a portfolio's vision and strategic objectives
• Lead portfolio progress analysis and enact changes
• Report portfolio performance to key stakeholders
• Evaluate risk of current assets while complying with governance and controls
• Monitor end-to-end execution of business processes using enterprise systems
• Provide continuous feedback for effective tracking and reporting
• Recommend business process changes and implement efficient processes for new business products
• Evaluate legal documents and applicable forms to understand business impact and ensure continuity of loan management

Multifamily loan asset management advisor advancing Fannie Mae’s housing finance mission

Multifamily Asset Management – Advisor

Multifamily Asset Management Advisor managing Fannie Mae loan portfolios and risk. Improving processes and reporting to expand housing finance and affordable rental access.

• Consult on investment and insurance strategies and develop financial plans for clients
• Grow and retain an investment and insurance book of business
• Own the client experience by handling sales and service, identifying opportunities, and making referrals
• Acquire, expand, and maintain client relationships through business development and client networking
• Grow client loyalty and share of wallet through an exceptional client experience
• Apply product and procedural knowledge to solve client problems appropriately and efficiently
• Develop and implement investment and insurance strategies
• Determine the best products to support client strategies
• Present financial recommendations and guidance
• Establish, monitor, and update individual financial plans based on client needs and objectives
• Coach and educate internal business partners to identify investment opportunities
• Drive investment education and visibility among internal business partners
• Communicate with internal and external partners to build relationships and drive referral activity
• Meet with internal business partners to communicate and review business results and pipeline management
• Meet service level agreements on lead and referral follow-up
• Adhere to applicable laws, regulations, policies, and guidelines
• Assess and manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework

Wealth Advisor developing investment, insurance, and financial plans for PNC clients

Wealth Advisor

Wealth Advisor developing investment, insurance, and financial plans for PNC clients.
Growing client relationships, portfolios, and referrals across Texas.

• Prepare and create computer graphical visual analyses
• Execute graphics projects and assist with graphic production scheduling
• Coordinate production from outside vendors as needed
• Complete assigned projects on time, within budget, and to the user's satisfaction
• Interface with investigators and Project Managers to determine project scope and the best graphic medium
• Troubleshoot computer equipment problems and assist departments with minor preventative maintenance
• Maintain accreditations and certifications related to the position and work performed
• Attend and successfully complete required training courses
• Train colleagues in the proper use of computer graphic equipment
• Support the organization's quality programs
• Attend departmental meetings
• Perform other duties as assigned

CAD Advisor creating 2D/3D forensic graphics for EFI Global's engineering and investigation consulting services

CAD Advisor

CAD Advisor creating 2D/3D forensic graphics and animations for EFI Global's engineering, fire investigation, environmental, and specialty consulting services.

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help them achieve their financial protection and planning goals
• Design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being
• Regularly review and update clients' financial plans and insurance policies
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations

Financial Advisor at the Vrana Network - Northwestern Mutual

Client Advisor – Athletic Background

Financial Advisor at the Vrana Network - Northwestern Mutual engaging with clients to achieve financial goals. Providing personalized guidance and services to secure clients' financial well-being.

• Drive and deliver centralized messaging around CIO Team's strategy, views, and performance with the field and clients
• Collaborate with field leadership on business development opportunities and strategic planning on business targets
• Be a strategic partner to broader CIO Team on messaging, advisor needs, and product development opportunities
• Participate in the investment process alongside the CIO Strategy team in forming views and underwriting investment recommendations for whole portfolios as well as thematic and tactical opportunities
• Partner with investment solutions teams to align priority recommendations to views and new product development
• Identify and initiate cross-business opportunities with the various coverage teams and investment solutions
• Ensure 100% compliance on all Citi policies and regulatory requirements

Senior Portfolio Advisor focusing on investment strategies for North America

Senior Portfolio Advisor

Senior Portfolio Advisor developing investment strategies and engaging clients across North America. Collaborating with investment teams and ensuring compliance with corporate policies.

• Promote and sell the full capabilities of Origina's offerings to targeted prospects and existing customers, with a balanced focus on expanding further into "strategic" customers in the geography
• Consistently achieve quarterly and annual sales quotas through a solid, measurable sales process while conducting detailed and professional sales campaigns
• Capture new Origina customers through personal prospecting, collaborating with internal lead generation to build pipeline, nurturing partner relationships, and conducting effective marketing events within the geography for customers & prospects
• Expand revenues with existing customers within the geography by developing and maintaining a close working relationship with executive-level decision-makers, application owners, and purchasing executives to create strategic account plans to maximize growth
• Identify, capture, and nurture key business partner & influencers in the geography by growing relationships within our current business partner community, and finding new influencers and business partner prospects
• Gain an intimate knowledge of the Origina offerings and the core value propositions such that you can differentiate the Origina offering with prospects and customers to become a trusted consultative advisor in helping our customers deliver on their digital transformation plans
• Use internal communication and CRM tools to be personally efficient and productive while providing accurate business and customer information to the business
• Manage multiple sales cycles and customer priorities with several sales opportunities each quarter while also progressing longer-term strategic opportunities
• Lead weekly territory calls and establish strong lines of communication with technical stakeholders

Enterprise Solutions Advisor promoting Origina's software offerings to large organizations

Enterprise Solutions Advisor – Software Support Services

Enterprise Solutions Advisor promoting and selling Origina's software offerings, focusing on strategic customers in large organizations. Consistently achieving sales quotas and building strong relationships.

• Conduct regular ramp and above wing safety audits; issue corrective actions or warnings as needed
• Promote compliance with OSHA, FAA, TSA, and company safety policies and procedures.
• Lead and participate in safety committee meetings to review data and identify improvement areas.
• Investigate and document accidents, incidents, and injuries, ensuring timely follow-up and reporting.
• Collaborate with station and regional leadership to develop and implement corrective and preventative actions.
• Review and analyze safety metrics, trends and reports to recommend targeted interventions.
• Support training efforts by identifying safety-related skill gaps and coordinating follow-up or remedial trainings.
• Engage employees in safety initiatives and reinforce accountability through communication and recognition.

Station Safety Advisor supporting safety culture at Worldwide Flight Services

Station Safety Advisor

Station Safety Advisor supporting a culture of safety and compliance with safety standards at Worldwide Flight Services. Conducts audits, investigates incidents, and engages employees in safety initiatives.

• Manage a portfolio of Business Purpose Loans by providing consistent, high-quality servicing and support to internal and external stakeholders.
• Serve in an advisory capacity to customers, providing guidance tailored to their unique business needs.
• Handle inbound and outbound calls, as well as email and text communications, to support clients, attorneys, and authorized third parties.
• Perform moderately complex administrative, transactional, and operational tasks including research, analysis, and documentation.
• Generate reports and analyze data to support strategic initiatives and improve customer outcomes.
• Ensure compliance with company policies, procedures, and investor requirements.
• Leverage systems and tools to ensure accuracy, efficiency, and strong customer experience.
• Meet and exceed production goals (KPIs), with high performers recognized through increased autonomy and flexibility.
• Collaborate cross-functionally to resolve escalations and improve servicing effectiveness.

Specialty Loan Advisor managing Business Purpose Loans for Selene Holdings

Specialty Loan Advisor – High-Performance Servicing Role

Specialty Loan Advisor managing a portfolio of Business Purpose Loans for Selene Holdings. High-performance role offering hybrid or remote work flexibility based on productivity.

• Serves as a trusted advisor and strategic thought partner to senior leaders, providing decision support and recommendations grounded in rigorous qualitative and quantitative analysis
• Partners with leaders to define, prioritize, and align functional and cross-functional initiatives with enterprise strategy and business objectives
• Leads complex, cross-functional initiatives end-to-end, driving stakeholder alignment, managing risks and dependencies, and ensuring delivery against defined objectives, timelines, and success metrics
• Develops and delivers executive-ready communications, translating complex information into clear, compelling narratives and visualizations; facilitate leadership briefings and decision-making forums with confidence and executive presence
• Evaluates current-state processes and ways of working to identify opportunities for increased effectiveness, efficiency, and value delivery, supporting continuous improvement and change initiatives
• Identifies risks, opportunities, and improvement areas that enhance leadership effectiveness, operational performance, and strategic execution
• Defines, tracks, and reports on key performance indicators (KPIs) by building and maintaining dashboards, reports, and analytical models that provide leaders with visibility into performance, trends, risks, and opportunities
• Develops and manages prioritization frameworks to evaluate and select transformation initiatives that maximize organizational value and align with strategic objectives and resource availability
• Oversees the execution and performance tracking of transformation initiatives, monitoring milestones and benefit realization through dashboards and performance reporting
• Partners with project managers, business sponsors, and functional leaders to drive alignment, delivery, and communication across transformation programs
• Prepares and delivers executive-level presentations and reports that translate transformation progress and complex data into actionable insights and informed decision-making

Strategic Advisor supporting enterprise initiatives at Williams

Business Transformation Advisor

Strategic Advisor supporting senior leadership at Williams, driving execution of enterprise priorities and analytical insights. Leading cross-functional initiatives to enhance organizational performance.

• Build rapport with the sales agents at Risewell communities and division personnel.
• Complete thorough loan applications by communicating with perspective applicants.
• Perform prequalification assessment and analysis of financial condition and risk of financing requests within the Companys credit policies and programs.
• Negotiate rate, terms and conditions of the loan. Lock loans on time and in the correct product type.
• Input loans into Encompass and appropriate Automated Underwriting System (AUS).
• Assist with, and solve, issues relating to processing, underwriting and closing of loans within employees loan pipeline.
• Develop and maintain knowledge of the financial industry, economy, market conditions, rates, vendors and competition.
• Maintain compliance on all loan files and pipeline.

Loan Advisor guiding homebuyers through the mortgage process at Universal Lending Corporation

Loan Advisor

Loan Advisor guiding homebuyers through the mortgage process at Universal Lending Corporation. Focused on relationship-building and ensuring a smooth experience from application through closing.

• Applies expert knowledge of line of business products, services, and processes to serve as a subject matter resource in the assessment of complaint program risks and opportunities across multiple technologies and business goals
• Leads activities in support of servicing of complaints/inquiries through monitored channels within the organization, providing recommendations to the strategy, performance management, and consistent handling
• Distributes workload, oversees controls oversight, monitors telephone adherence, coaches, and motivates the team to adhere to their responsibilities to achieve organizational metrics
• Leads team projects, initiatives, presentations, and/or events and action plans; reviews, prepares, and approves written responses, member profiles, and executive summaries that meet established standards of appearance and content to represent USAA's executive management group
• Manages and resolves complex complaints and inquiries to assist the team in resolution activities
• Identifies opportunities to mitigate risks including process and procedure gaps and ensures timely changes are made; makes recommendations related to tactical strategies, performance, workload, technology, and operational effectiveness of complaint handling
• Applies expert knowledge for strategic and operational planning and process implementation to ensure that CEO Member Relations advisors are adequately trained, knowledgeable of process, goals, objectives, and strategies to successfully achieve metrics and action plan results
• Assists the team by assuming responsibility for complex complaints/inquiries through various processes and channels to ensure the needs of complainants are met and is a proxy for management including taking over escalated calls from advisors
• Demonstrates advanced knowledge of current policies, procedures, regulatory guidelines and enterprise complaint standards
• Facilitates communications with leadership and provides summaries of findings
• Leads activities to support the Annual Members' Meeting
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

MR Lead Advisor serving as subject matter resource in complaint handling

Member Relations Lead

MR Lead Advisor at USAA handling and resolving complex regulatory complaints. Leading team projects while ensuring compliance with laws and regulations.

• Utilize trade applications and software to analyze import/export data
• Perform HS and ECCN classification, ensuring compliance with US Customs and regulatory requirements
• Act as the client‑facing contact, providing guidance, answering inquiries
• Analyze and interpret data, documentation, and regulatory information
• Develop, track, and present metrics and performance insights
• Identify compliance risks, recommend corrective actions
• Collaborate cross‑functionally with operations, compliance, and regulatory teams
• Stay current on regulatory changes, and industry best practices

Advisor supporting US ECCN and HS classification at Livingston

Advisor in Global Trade Management at Livingston handling HS and ECCN classification for US and international clients. Collaborating with global teams and ensuring compliance in trade practices.

• Drive the reliability, availability, and scalability of mission-critical applications supporting Voice Self-Service and Automation capabilities
• Lead and support a blended team of employees and consultants operating across onshore and offshore locations in a 24x7 environment
• Implement proactive monitoring, alerting, and observability solutions to identify and resolve issues before they impact customers or business operations
• Conduct root cause analysis of application and system failures, implementing sustainable corrective actions to prevent recurrence
• Develop automation solutions that streamline deployments, configuration management, operational processes, and application health checks
• Partner with engineering teams to design, deploy, and support resilient solutions that maximize system stability and performance
• Advance self-healing capabilities that reduce manual intervention and improve overall service availability
• Analyze availability, reliability, and performance metrics to identify improvement opportunities and drive operational excellence
• Participate in major incident management, service restoration activities, and post-incident reviews impacting the STP organization
• Champion best practices in cloud operations, automation, observability, and platform resiliency.

Application Development Senior Advisor driving automation for resilient application systems

Senior Application Development Advisor

Application Development Senior Advisor at Cigna managing mission-critical applications for Voice Self-Service and Automation. Leading automation initiatives and driving operational excellence across platforms.

• Provide commercial leadership and input into outage planning activities, collaborating with Gas Control, Integrity, Capacity Scheduling, and Regional teams to minimize customer and revenue impacts while ensuring safe and efficient execution.
• Analyze system dynamics, operational constraints, and market opportunities to identify revenue-generating initiatives while supporting the safe and reliable operation of GTM assets.
• Interpret transportation and storage agreements, tariffs, and industry regulations to ensure compliance and deliver exceptional customer service.
• Develop solutions to complex commercial and regulatory issues, including topics such as Reservation Charge Adjustments, FRQ, SBA, ASA, and other matters impacting GTM customers and operations.
• Lead customer communications and presentations related to outage management, maintenance programs, operational impacts, and commercial opportunities.
• Conduct market, customer utilization, and competitor analyses to develop strategies that maximize asset utilization, increase revenue, and strengthen Enbridge’s market position.
• Extract and analyze gas pricing data from various electronic data sources and subscriptions to create and track pricing data points for various natural gas hubs, storage facilities, and/or trading points.
• Identify, define, develop, and continuously improve outage management and customer communication tools (PowerBI, Excel, and PowerPoint), ensuring that processes drive effectiveness, efficiency, and delivery of high-quality results.
• Drive continuous improvement initiatives by developing reporting tools, dashboards, and business processes while supporting cross-functional collaboration and commercial project execution.
• Collaborate with IT and cross-functional stakeholders to develop and enhance commercial tools, reporting, and data solutions that improve marketing effectiveness, business insights, and operational efficiencies.
• Support and coordinate transportation and storage marketing activities by partnering with Regulatory, Legal, Contracts, Capacity Services, and LINK® teams to ensure the successful execution, implementation, and administration of commercial agreements and negotiated rate transactions.
• Contribute to special projects and continuous improvement initiatives while maintaining a strong commitment to safety, compliance, and Enbridge's operational excellence standards.

Sr Advisor Commercial supporting GTM Commercial and Marketing team at Enbridge

Senior Advisor, Commercial

Sr Advisor Commercial optimizing commercial outcomes and identifying growth opportunities at Enbridge. Leveraging expertise in pipeline operations, outage management, and customer engagement to enhance revenue streams.

• Manage the Microsoft Enterprise Agreement renewal & true up process.
• Manage a pipeline of enterprise-level Microsoft sales opportunities.
• Provide pre-sales support to sales reps and customers on Microsoft licensing & cloud solutions.
• Identify new Enterprise Agreement and Azure CSP prospects.
• Deliver Microsoft product roadmap, licensing and financial content to customers.
• Participate in local customer events to deliver Softchoice content.
• Develop and deliver training to Softchoice sales teams on Microsoft products and services.
• Collaborate with Professional Services Architects and Managed Cloud Advisors to increase customer’s cloud consumption.
• Engage with local Softchoice sales teams and Microsoft sales teams to sell jointly into territories and customer accounts.

Enterprise Microsoft Software Advisor managing licensing and sales strategies for Softchoice.

Enterprise Microsoft Solution Advisor

Enterprise Microsoft Software Advisor managing Microsoft licensing and enterprise-level sales at Softchoice. Driving growth through strategy execution and collaboration with local sales teams.

• Participate in the development and execution of comprehensive sourcing strategies and conduct candidate sourcing for assigned roles in functional area by leveraging multiple sourcing channels to identify and attract top talent.
• Proactively search for, identify, network with and directly contact active and passive job seekers, both internally and externally, for vacancies. Sourcing the best candidates using a variety of channels that are aligned to and effectively communicate.
• Meet defined Talent Acquisition metrics for quality, cost, cycle time, diversity and compliance/risk all while providing a world class recruitment experience for candidates and business partners throughout the hiring process.
• Participation in special projects to enhance and improve the Recruiting department’s functions.
• With minimal guidance, extend employment offers with candidates and complete the pre-employment process according to the recruiting guidelines.

Talent Advisor II partnering with Recruiting leadership for full life cycle recruiting.

Talent Advisor II

Talent Advisor II responsible for full life cycle recruiting in technology areas. Partnering with HR and hiring managers for sourcing strategies and talent pipeline development.

• Serve as Primrose's subject matter expert on early childhood education policy, childcare licensing, accreditation, and regulatory compliance.
• Monitor legislative and licensing developments across Primrose markets; translate complex requirements into practical guidance.
• Partner with internal teams and franchise owners to support school operations, site development, health and safety standards, and accreditation efforts.
• Guide franchise owners and field teams through licensing processes, including pre-opening strategy, inspections, agency interactions, and citation response.
• Build and maintain relationships with licensing agencies and regulatory stakeholders across Primrose's operating footprint.
• Oversee Primrose's accreditation support program, including guidance materials, readiness resources, renewal tracking, and support for schools pursuing or maintaining accreditation.
• Serve as the liaison between Primrose and accrediting organizations, maintaining expertise in accreditation standards, requirements, and emerging trends.
• Lead webinars, training sessions, and educational resources related to licensing, accreditation, policy developments, and regulatory compliance.
• Collaborate with Operations, Education, Development, Legal, and other internal teams to incorporate policy and regulatory expertise into company standards, resources, and strategic initiatives.

Policy Advisor at Primrose focusing on early childhood education policy.

Policy Advisor

Policy Advisor at Primrose providing expertise in early childhood education policy and regulatory compliance. Collaborating with internal teams and licensing agencies to support educational excellence across the organization.

• Advises stakeholders by providing business planning guidance to include research, development, planning and implementation of procedures and processes to increase business viability and ensure compliance and/or product competitiveness and profitable growth
• Consults, develops and implements solutions to influence business decisions for relevant CoSA or line(s) of business
• Develops best in practice solutions to the most complex business challenges
• Identifies opportunities to change, enhance, or streamline existing business projects and initiatives
• Identifies regulatory and/or operational gaps within the experience to mitigate key risks associated with financial, reputational or member harm
• Identifies compliance and/or profit growth opportunities and provides guidance on procedure and process improvements to influence business optimization
• Provides gap analysis, recommendations, and strategic direction to enhance business programs, projects, agile projects and/or processes in a client consulting capacity
• Leverages best practices gained from expert industry knowledge to identify opportunities for business efficiencies and provide expert guidance strategy, planning, and problem-solving to help the business succeed in the marketplace
• Identifies strategic partners and stakeholders to successfully communicate programs strategic impact
• Responsible for monitoring risks within the internal control environment and advising on and recommending risk mitigation actions by collaborating with Compliance, Legal, Operational Risk Management, and Business Experience Owners
• May lead efforts to conduct root cause diagnostics of key processes, controls, regulatory requirements to identify and document these issues
• Monitors, develops and communicates audit testing, control testing and examination requests
• Leads the development, management of consistent execution of operational reporting and provides trend analyses and solutions
• Serves as a coach and mentor and on-the-job trainer for other team members
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Business Advisor Lead providing planning and implementation guidance for financial services.

Business Advisor, Lead

Business Advisor Lead providing business planning guidance and solutions for financial services industry. Identifying opportunities for compliance, process improvement, and stakeholder communication in a hybrid work environment.

• Provide timely, accurate and compliant responses for complaints identified and addressed to USAA's Executive Management Group, Chairman and Board of Directors, general consumers, and/or regulatory agencies
• Examine the work performed by stakeholders and vendor partners for any process or service failures identified within moderately complex complaints
• Execute the end-to-end lifecycle to resolve logged consumer complaints and deliver outcomes verbally or written to complainants, leadership, and, on occasion, to regulators
• Collaborate with stakeholders to apply knowledge of Function or Line of Business products, services, and processes to serve as a resource and advocate in the resolution of complaints
• Identify business process opportunities and develop summaries to mitigate risks and escalate process gaps
• Communicate effectively in multiple platforms with complainants, executives, legal, other internal and external stakeholders

Advocacy Advisor II providing compliant responses to complaints for USAA.

Advocacy Advisor II

Advocacy Advisor II providing compliant responses to complaints for USAA. Collaborating with stakeholders to address member issues while maintaining documentation and process improvements.

• Support new franchise launches, including in-store setup, marketing activations, and operational readiness
• Provide one-on-one coaching and business guidance to franchise owners
• Assist franchisees with sales strategies, networking opportunities, and local business development efforts
• Train new and existing franchise owners on operational systems, processes, and brand standards
• Identify operational challenges and implement practical solutions to improve performance
• Collaborate with franchisees to drive marketing initiatives and local market growth
• Develop, enhance, and maintain training materials, Success Guides, and educational resources
• Work closely with corporate leadership on special projects and brand initiatives
• Participate in Discovery Day events and support franchise candidate education
• Attend industry events, conferences, trade shows, and franchise meetings
• Ensure franchisees remain aligned with brand standards and operational programs
• Partner with internal teams to identify field trends, training opportunities, and best practices

Business Advisor supporting franchise owners in the automotive restyling industry

Business Advisor

Business Advisor supporting franchise owners of Black Optix Tint, an automotive franchise. Providing coaching, operational guidance, and leading franchise growth initiatives.

Advisor jobs in Texas

See all jobs on JobTailor