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Overview: This position assesses the Bank's financial risk on potential borrowers applying for mortgage loans at a high level of complexity and ability. Analyzes borrower applications to determine appropriate loan structuring, potential risk, and loan eligibility, and makes the decision to accept or reject based on review. Ensures the salability of the loan to the selected investor under the specified loan program. Provides support for loan closing activities and clients while protecting the Bank from fraud, misrepresentation, and default. Responsible to meet production and quality... more ->
Our Client is a Top 100 accounting and consulting firm in the west region. They have developed a reputation for excellence and expertise in the accounting and management consulting industry. Providing the services of a large firm with a blended environment of practices, services and industry specializations, our client continues to demonstrate renowned industry leadership year-over-year. The firm takes pride in client service and professional and personal advancement, as demonstrated by our client's forward program which promotes a culture of learning and growth through targeted development... more ->
Overview: This position supports Bank products or services within Wealth Private Banking group. Responsible for processing, analyzing and resolving more advanced documentation or servicing issues that may arise. Ensures client satisfaction through the handling, processing, and servicing of loan requests from application to funding including expedited requests. In addition to product and client support this role manages a loan portfolio of multiple loan requests from obtaining financials, input of loan application to closing working with multiple lines of business including underwriting,... more ->
Financial Representative Trainee - Braintree, MA Location: Massachusetts Work Type: Full Time Regular Job No: 502878 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. WHAT WE CAN OFFER YOU: Hourly... more ->
Overview: This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. Financial Control Oversight is the department within Corporate Finance responsible for SOX/FDICIA compliance, including other certain financial reporting controls. The Director plans the annual process reviews for their assigned portfolio (Corporate Functions or Core Banking Functions) and oversees a global team of associates who assess process risk and determine the adequacy of design and operation effectiveness of controls. Oversees the identification,... more ->
Overview: This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. The Business Analyst I supports the General Bank Financial Strategy and Analytics team. You will perform data analysis to identify factors that affect business profitability, growth, and efficiency. Assesses current practices, collects information and industry trends, and creates specifications to support business operations. Assists in determining improvements or solutions to address business issues. Prepares technical reports by examining and summarizing... more ->
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so... more ->
Responsibilities : Lead and direct the activities of the plant accounting departments to ensure accurate and timely dissemination of financial management reports including, internal and external monthly financial statements, annual budgets and monthly and quarterly forecasts. Manage the monthly closing and ensure monthly reconciliations for balance sheet accounts are performed and are accurate. Analyze overhead, cost of sales and actual manufacturing costs compared to budget, forecast and prior periods. Prepares periodic reports comparing standard costs to actual production costs, and reports... more ->
Overview: This position conducts detailed portfolio analysis for use in new business and existing client presentations. Assists in the preparation of client investment-related presentations, reports, and reviews. Facilitates trading activities by ensuring timely processing and follow-up. Answers inquiries and serves as a resource to strategists, partners and clients in order to support client retention and new business development. Responsibilities: Analysis - Sources, compiles, and analyzes data within client portfolios. Provides results of analysis for use in client presentations.... more ->
Overview: This position performs complex data analysis to identify factors that affect business profitability, growth, and efficiency. Assesses a wide scope of business practices, information, and industry trends. Determines improvements or solutions to address identified issues. Prepares technical reports by examining and summarizing data, and creates specifications to support business initiatives. May oversee the work of less experienced analysts or assist in special projects as needed. Responsibilities: Data Analysis - Sources, compiles, and interprets data. Performs advanced data... more ->