What The Role Is Under general supervision, the Mortgage Loan Assistant II is responsible for assisting the Mortgage Loan Originator in the origination of mortgage loans referred from Cadence Bank branch personnel or outside sources. The loans consist of bank referrals and new loan referrals for both refinance and purchase money transactions. How You will Make an Impact C

What The Role Is Responsible for business development of trust, estate, agency, and investment accounts in accordance with departmental written policies and procedures plus administration of these types of accounts. Duties include, but are not limited to, the supervision of department personnel, development of professional client relationships, review of client files and

The Marketing Manager is a member of the Marketing Team and works closely with the President/CEO on day to day tasks that relate to the planning, development, and implementation of Linscomb Wealth's marketing strategies. As the Marketing Manager at Linscomb Wealth, you will be at the forefront of shaping and evolving the brand of our 50+ year old firm, playing a pivotal r

What The Role Is The Specialized Service Specialist is responsible for all incoming customer inquiries received by the Cadence Mortgage Division, via telephone, email or written requests. All inquiries if not resolved by the Specialized Service Specialist will be forward to the appropriate Mortgage Division employee for resolution. Customer inquiries will be tracked throu

Review of Commercial Loans secured by real estate and non real estate collateral prior to origination, renewal or modification. The review is to ensure that the Bank's loan policy and procedures are followed. The specialist will work closely with lenders and lending assistants ensuring loans closings occur in a timely manner and are compliant with Bank policy and procedur

The Senior Client Service Associate (Senior CSA) demonstrates a high level of proficiency in all Client Service Associate functions, working with both new and existing client relationships, as well as internal Linscomb Wealth (LW) team members. Senior CSAs serve as an example and mentor for the entire Client Service team, offering training, guidance, and leadership on CSA

What The Role Is As a Personal Banker III, you will help clients achieve financial well being through deep customer relationships and a thoughtful understanding of their needs. To offer the best and most appropriate personal business financial products and services you will use a guided conversation and sales process to proactively identify new account and loan originatio

Position Title Wealth Advisor II Location Houston, TX or The Woodlands, TX What The Role Is A Linscomb Wealth, Wealth Advisor II (WA II) is in the beginning stages of the client book building process, working closely with others from the firm's Wealth Advisory team to engage with existing and prospective clients. A WA I's primary focus is client book development, and they

Portfolio Management Sourcing of prospective investments through active calling effort Monitors financial performance of individual funds Coverage of industry conferences (SBIA, ILPA) to stay abreast of trends and regulatory changes in the private investment industry Coverage of each fund's annual meeting to stay in tune with fund activities including changes in team, upc

What The Role Is As a Personal Banker you will provide best in class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educati

What the role is The Cadence Bank's Real Estate Capital Markets Team Leader's primary responsibility is to build and maintain Cadence relationships to allow for referrals of investment and, in some cases, owner occupied real estate property loans which in turn are placed with permanent lenders. In addition, the individual will maintain relationships with the Bank's cadre

Job Posting What The Role Is A Director Private Banker should act as a senior trusted advisor to the Bank's high net worth customers by understanding, anticipating, and satisfying the customer's banking and financial needs. The Private Banker will team with other Wealth and Bank lines of business to ensure all facets of the customer's financial needs are met (commercial,

The Portfolio Manager III for Linscomb Wealth collaborates with the Investment Team, Trading Team, and our Wealth Advisor Team to manage client investment portfolios. Principle duties include maintaining investment models, rebalancing portfolios, leading project level reviews, and participating in the firm's Investment Committee. The responsibilities include managing our

What The Role Is The Senior Branch Banking Trainer is responsible for assisting the Community Bank branch network by creating and teaching training content. This position includes delivering structured training utilizing multiple formats and resources in an in person and virtual environment. This position will also include providing real time support to maximize onboard t

A Senior Managing Director Private Banker should act as a trusted advisor to high net worth clients, family offices, not for profit entities, and professional service firms. He or she should understand, anticipate, and satisfy the clients' banking and financial needs. The Private Banker will hold a portfolio of loans and deposits, as well as partner with other lines of bu