PrimeLending, A PlainsCapital Company
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CD Underwriter
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PrimeLending, A PlainsCapital Company 3 days ago Be among the first 25 applicants Join to apply for the
CD Underwriter
role at
PrimeLending, A PlainsCapital Company Get AI-powered advice on this job and more exclusive features. Description
Hilltop Securities is currently looking to hire an Underwriter, Sr. in Dallas, Texas. The Underwriter, Sr. manages and expands the Hilltop Securities brokered CD business. They lead new issue CD underwriting, maintain relationships with depository customers, and collaborate with various teams to ensure competitive pricing and balance sheet solutions. They also develop and execute funding strategies for bank clients through different market conditions. Description
Hilltop Securities is currently looking to hire an Underwriter, Sr. in Dallas, Texas. The Underwriter, Sr. manages and expands the Hilltop Securities brokered CD business. They lead new issue CD underwriting, maintain relationships with depository customers, and collaborate with various teams to ensure competitive pricing and balance sheet solutions. They also develop and execute funding strategies for bank clients through different market conditions.
Responsibilities
Underwrite brokered Certificates of Deposit (CDs) by assessing risk and viability of CD issuers, reviewing financial statements, conducting due diligence, and ensuring compliance with regulatory standards. Develop and execute funding strategies that attract & maintain bank clients. Negotiate terms, resolve issues and ensure customer satisfaction. Collaborate with the trading desk to ensure that the pricing of brokered CDs is competitive and aligns with Hilltop’s balance sheet strategies. Analyzing market trends, pricing models, and financial data. Work closely with the Financial Strategies Team to develop and enhance relationships with internal issuers. Approve or deny business based on underwriting assessments, which involves making informed decisions on whether to accept new issuers or continue relationships with existing ones. Travel required to visit existing clients and potential clients to understand their needs, present solutions, and build relationships. This includes attending industry conferences, conducting site visits, and holding meetings.
Qualifications
Bachelor’s degree in finance, economics, business, or a related field preferred. Advanced degrees or certifications (e.g., CFA) could be advantageous. Minimum 5 years’ experience in underwriting CDs and building relationships with bank clients. Active Series 7 and 63 licenses. Proven history of managing a book of existing depository bank business. Strong analytical and decision-making skills. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Ability to travel as required.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required and may be changed at the discretion of the Company. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at PrimeLending, A PlainsCapital Company by 2x Sign in to set job alerts for “Underwriter” roles.
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CD Underwriter
role at
PrimeLending, A PlainsCapital Company 3 days ago Be among the first 25 applicants Join to apply for the
CD Underwriter
role at
PrimeLending, A PlainsCapital Company Get AI-powered advice on this job and more exclusive features. Description
Hilltop Securities is currently looking to hire an Underwriter, Sr. in Dallas, Texas. The Underwriter, Sr. manages and expands the Hilltop Securities brokered CD business. They lead new issue CD underwriting, maintain relationships with depository customers, and collaborate with various teams to ensure competitive pricing and balance sheet solutions. They also develop and execute funding strategies for bank clients through different market conditions. Description
Hilltop Securities is currently looking to hire an Underwriter, Sr. in Dallas, Texas. The Underwriter, Sr. manages and expands the Hilltop Securities brokered CD business. They lead new issue CD underwriting, maintain relationships with depository customers, and collaborate with various teams to ensure competitive pricing and balance sheet solutions. They also develop and execute funding strategies for bank clients through different market conditions.
Responsibilities
Underwrite brokered Certificates of Deposit (CDs) by assessing risk and viability of CD issuers, reviewing financial statements, conducting due diligence, and ensuring compliance with regulatory standards. Develop and execute funding strategies that attract & maintain bank clients. Negotiate terms, resolve issues and ensure customer satisfaction. Collaborate with the trading desk to ensure that the pricing of brokered CDs is competitive and aligns with Hilltop’s balance sheet strategies. Analyzing market trends, pricing models, and financial data. Work closely with the Financial Strategies Team to develop and enhance relationships with internal issuers. Approve or deny business based on underwriting assessments, which involves making informed decisions on whether to accept new issuers or continue relationships with existing ones. Travel required to visit existing clients and potential clients to understand their needs, present solutions, and build relationships. This includes attending industry conferences, conducting site visits, and holding meetings.
Qualifications
Bachelor’s degree in finance, economics, business, or a related field preferred. Advanced degrees or certifications (e.g., CFA) could be advantageous. Minimum 5 years’ experience in underwriting CDs and building relationships with bank clients. Active Series 7 and 63 licenses. Proven history of managing a book of existing depository bank business. Strong analytical and decision-making skills. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Ability to travel as required.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required and may be changed at the discretion of the Company. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at PrimeLending, A PlainsCapital Company by 2x Sign in to set job alerts for “Underwriter” roles.
Commercial Credit Underwriter - Preston Legacy Circle, Plano
Carrollton, TX $75,000.00-$90,000.00 2 weeks ago Dallas-Fort Worth Metroplex $75,000.00-$90,000.00 1 day ago Dallas, TX $200,000.00-$500,000.00 2 months ago Plano, TX $65,000.00-$100,000.00 5 days ago Arlington, TX $200,000.00-$500,000.00 2 months ago Multifamily Underwriting - Fraud Prevention, Principal
Dallas, TX $65,000.00-$135,000.00 4 weeks ago Dallas-Fort Worth Metroplex $100,000.00-$140,000.00 3 days ago Lewisville, TX $200,000.00-$500,000.00 2 months ago Addison, TX $75,000.00-$165,000.00 1 day ago Dallas, TX $60,700.00-$103,300.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr