Develops and prepares loan solutions and refers products and services; reviews documentation to ensure compliance. Collects and analyzes customer financial information for multifaceted and/or complex borrowers. Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortga...
A validated contributor to join our multifaceted Enterprise Accounts segment driving sales in the Financial Services vertical at the Enterprise level. Financial Services vertical (SaaS, Unified Communications, Cloud applications, VoIP, telephony). Free legal services that provide legal advice, docum...
A company is looking for a Representative, Solutions Center to provide extraordinary care to members and partners in the financial services sector. ...
We are currently seeking a Financial Services Representative to join us. Financial Service Representative. As a Retail In-Store Financial Service Representative at Michigan First Credit Union, youll be challenged to deliver five-star service while building relationships with our members. Our number ...
A company is looking for an Associate Financial Advisor Bilingual - Advisory Services. Key Responsibilities:Educate and advise plan participants on available Advisory Services to assist in reaching retirement goalsIdentify opportunities to increase client assets and provide retirement planning discu...
The senior accountant will play a crucial role in managing financial activities, ensuring accuracy in financial reporting, and providing strategic insights to support decision making processes within the organization. Responsibilities include overseeing the preparation of financial statements, maint...
Our Financial Services Representatives provide a complete member service experience by assisting members to review their overall financial situation and make product or service recommendations. Understand and comply with federal and other regulations relating to financial products and services as we...
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. Our team helps our Financial Services clients navigate the frequently changing and...
Our Marketing and Creative Services teams support many of our brands, including KraftMaid, Merillat, Medallion, and Schuler. Collaborates with and determines customer credit risk using financial and commercial analysis from various credit reporting agencies. Working knowledge of financial accounting...
Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & fre...
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&a...
Utilizes knowledge of preparation and issues to price services and sell related services. Informs Core Tax Services leadership of state tax opportunities for clients. Manages specialization services efficiently. Working knowledge of appropriate application of tax standards to ensure effective and ef...
Audit financial statements, quarterly financial information, and clients' annual reports. Take part in pre-audit planning to assess the risk of material misstatement of financial accounts to design effective audit procedures. ...
Our Financial Services Representatives provide a complete member service experience by assisting members to review their overall financial situation and make product or service recommendations. Understand and comply with federal and other regulations relating to financial products and services as we...
Huron’s industry-leading Healthcare Financial Advisory Services team works with healthcare leaders to prevent financial management missteps and prioritize business decisions that reset the financial trajectory of their organizations. Experienced in thoughtful financial analysis capabilities, includi...
Fund Insurance and Financial Services, LLC provides fresh, exclusive insurance leads to agents on a daily basis. This opportunity is remote and commission only! Compensation and Benefits: Competitive Commissions Annual exotic trip Eliminate no shows appointments No travel expenses - save time ...
Huron’s industry-leading Healthcare Financial Advisory Services team works with healthcare leaders to prevent financial management missteps and prioritize business decisions that reset the financial trajectory of their organizations. Experienced in thoughtful financial analysis capabilities, includi...
As a Tax Manager within the Financial Services industry group, you will provide federal tax consulting and compliance services to clients in the banking and financial services industries. Maintain technical expertise in various tax areas related to financial institutions to provide services and solu...
You’ll focus on designing, developing, and implementing communication programmes and media events to promote and sell the PwC’s brand and services as well as contribute to and evaluating our pricing strategies in the marketplace. Exhibiting extensive knowledge of professional services selling and th...
Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & fre...
As our Licensed Sales Representative, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. Develop leads, schedule appointments, identify customer needs, and market appropr...
SummaryA career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. Our team helps our Financial Services clients navigate the frequently chang...
Join Our Winning Team - Sales Agent Position with The Sullivan Agency Are you looking for a rewarding career in Insurance with high earning potential and growth opportunities? Look no further than the Sullivan Agency! We specialize in protecting families with various INSURANCE PRODUCTS such as life,...
Have worked as Finance Solution Architect, Oracle EBS Financials or HFM , Customer facing role, CA/CPA/MBA Finance from Cat1 Inst. At least 5 Oracle EBS implementations , with Manufacturing Industries will be plu•Previous experience in an Oracle e-Business Implementation on the following modules: Or...
The Financial Aid Training and Client Services Manager will work collaboratively with the Assistant Director of Financial Aid, the Financial Aid Team, and the Enrollment Services Team to train staff, communicate, and assist with implementing new financial aid requirements, and update existing requir...