- Charles Schwab (Omaha, NE)
- …In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management ... advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to… more
- NorthPoint Development LLC (Kansas City, MO)
- …Manage and track the funding of capital for each project, whether through partner /investor equity or loan funding Assist in preparing capital outlay reports ... Assist with the preparation of annual tax returns and financial audits Prepare depreciation and amortization schedules to accurately track assets Depreciate and amortize fixed and intangible assets using proper accounting principles Are you passionate about… more
- Jars Cannabis (Troy, MI)
- …to increase efficiency, accuracy, and scalability. Strategic Finance - Partner with executive leadership to drive financial strategy, full-company budgeting, ... spend, debt tracking per location, company-wide net liabilities and cash, and loan covenant compliance. - Oversee treasury management, liquidity planning, and cash… more
- Charles Schwab (Tysons Corner, VA)
- …as measured by AUM, Wealth Management solutions, and client promoter scores Partner with wealth specialists to offer solutions including banking, lending and trust ... experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain… more
- Citizens (Concord, NH)
- …match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications High School degree or GED ... or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical… more
- GreenState Credit Union (North Liberty, IA)
- …Technology department adheres to the corporate values and acts as a business partner who understands the needs of the business, enables business units to meet ... patterns Experience with core banking data processing, imaging, CRM, account opening, loan origination, and job scheduling systems is preferred. Proven ability to … more
- Cambridge Health Alliance (Boston, MA)
- …Excellence (CIRCLE). Benefit package includes: generous time off, tuition reimbursement, loan forgiveness through the Federal Student Loan Forgiveness program, ... role in improving health. As passionate advocates for the underserved, we actively partner with our communities to take on challenging public health issues, and… more
- Cambridge Health Alliance (Cambridge, MA)
- …Excellence (CIRCLE). Benefit package includes: generous time off, tuition reimbursement, loan forgiveness through the Federal Student Loan Forgiveness program, ... role in improving health. As passionate advocates for the underserved, we actively partner with our communities to take on challenging public health issues, and… more
- Citizens (Goffstown, NH)
- …match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications High School degree or GED ... or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical… more
- Citizens (Concord, NH)
- …match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications High School degree or GED ... or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical… more
- NFM Lending (Delray Beach, FL)
- …Range $70,000.00 - $100,000.00 Salary Position Type Full Time Description Position Summary: The Loan Partner II provides advanced licensed support to Loan ... as a Pre-Approval Manager as needed for their designated branch. Licensure Requirement: Loan Partner IIs must hold and maintain an active Mortgage Loan … more
- NFM Lending (Long Beach, CA)
- …sales department and performing various loan servicing tasks as assigned. The Loan Partner Is assist in gathering and verifying accuracy of documents ... to borrowers and relator partners in a fast-paced, team environment. The Loan Partner I offer a hands-on, personalized approach that nurtures the customer… more
- Insight Global (Tampa, FL)
- Job Description We are seeking a seasoned Loan Partner with an active Florida NMLS Mortgage Loan Originator license to support high‑velocity, compliant ... good standing 3-5+ years of recent mortgage experience in a loan partner /processor/LOA capacity within a retail or independent mortgage bank environment. Ability… more
- NFM Lending (Columbus, OH)
- …- $43.26 Salary/year Position Type Full Time Description Position Summary: Our Loan Partner IIs pre-qualifies consumers, research client scenarios for ... The LPIIs are responsible for assisting in generating and developing business from loan applicants with a variety of financial needs. Licensed LPII's can take an… more
- M&T Bank (Chicago, IL)
- …discrepancies and review trade documents for execution. Process executed trades in the loan system. + Partner with relationship managers and other internal ... **Overview:** As part of the Loan Market Solutions Division, the Loan Agency team provides third party Administrative and Collateral Agent services for… more
- Raymond James Financial, Inc. (Pittsburgh, PA)
- …The Team Lead will be expected to both share and document and best practices for loan processing and partner with teams across Loan Operations to ensure ... **Summary of the** **Position:** The Loan Servicing and Quality Review Team Lead will...Lead will oversee day-to-day workflow of transaction processing and loan /client onboarding including; coordination and prioritization of team resources… more
- System One (Tulsa, OK)
- System One is looking for a strong Technical/Business Analyst to join one of our partner 's mortgage & loan teams. The ideal candidate must be experienced with ... Loan Origination Systems (LOS) in an enterprise setting. This...quality. System One not only serves as a valued partner for our clients, but we offer eligible employees… more
- UMB Bank (Kansas City, MO)
- …roadmaps for opportunity within Loan Administration and beyond. The Consumer Loan Coordinator-Real Estate will partner with Personal Bankers, and The ... The Loan Administration team is a part of the Middle Office team that provides loan preparation and assistance for consumer, commercial, and real estate loans.… more
- First Horizon Bank (Memphis, TN)
- …exceptions, and calculating credit exposure for a given relationship in the commercial loan system. + Partner with Portfolio Managers to monitor and manage ... requests, modifications, renewals and annual reviews in the Bank's commercial loan system; tracking and completing covenant monitoring, completing industry research… more
- University of Pennsylvania (Philadelphia, PA)
- …team. + Collaborate with the Office of General Counsel to track and manage loan delinquencies. + Partner with Communications, Marketing, and IT to support ... services, ensuring a high-quality customer experience from initial education through loan closing. The role supports participants with benefits counseling, credit… more
