Senior Finance Manager
Details: Description:Senior Finance Manager Salary Range: $150k-$180k (depending on experiences)Location: San FranciscoHot Buttons:*Banking Experiences*Strategic Planning*Process Improvements*Be Able to Manage UpwardsThis Senior Finance Manager that would be responsible for management of customer relationship and contact management systems used in the Commercial Banking Group. Responsible for providing financial and management reporting to assist the sales and marketing teams of the Commercial Banking Group. Responsible for monitoring the financial performance and internal controls, as well as working with the management to institute changes as the business arises. Oversee the preparation of all financial information, budgets and reports. Provide hands-on leadership and daily supervision of the financial operations activities. Responsibilities of the role: 1. Manages and oversees systems administration of distributed systems used by the Commercial Banking Group to manage customer relationships, profitability, and contacts. This person would work directly with business line managers in identifying system needs & developing recommendations to meet those upgrades. Act as the primary liaison with Information Systems in implementation of any new systems. Ensures users are trained and system problems are addressed. 2. Resolves complex systems problems and customizes systems as required. 3. Manages development and preparation of monthly management reporting, forecasting, variance analysis and performance measurement for the Group. 4. Assists in all activities related to business planning and budgeting for the Group. 5. Coordinates and manages all sales and marketing-related activities including the development and monitoring of pipeline reporting, referral tracking, etc. 6. Monitors daily general ledger reports for CBG Administration and Planning. 7. Ability to manage multiple, complex projects impacting the entire Group.8. Ensure adequate internal processes are in place to generate accurate and timely reports and financial data to monitor financial performance. 9. Determine staffing and training of supervised staff and staff in other units is sufficient to provide required internal controls and reporting. 10. Provides development of staff including formal and informal coaching, feedback and training to promote staff members continued progression of knowledge and competency of all tasks. 11. Manage/oversee management of financial systems conversion projects, changes and upgrades. 12. Evaluates controls and processes to ensure efficiency and adequate internal control. 13. Provides project leadership and assistance on merger-related tasks. 14. Work with various managers to answer questions regarding financial operations, implement changes, etc.
Data Entry Clerk
Details: AppleOne is currently seeking an experience Data Entry Clerk to work for a well-known company in the fashion industry. Once the right candidate is identified, they would be able to start immediately! Data entry experience is a must, as well as experience working with AS400 and EDI software. Experience working with Excel spreadsheets is a plus and great communication skills and attention to detail will help you succeed in this work environment! We are an equal employment opportunity employer.
$35K Bilingual Customer Service
Details: Do you have at least 3 years experience working as a Customer Service Representative? Are you able to communicate effectively in English as well as a second language? AppleOne is always looking for experienced Bilingual Customer Service Representatives to represent in their career search. Our surveys show that companies in the Orange County Area are currently paying up to $35,000 for highly qualified Bilingual Customer Service Representatives. Excellent written and verbal communication skills are a must. Duties/Responsibilities:•Ability to communicate effectively in English, as well as a second language•Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.•Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.•Check to ensure that appropriate changes were made to resolve customers' problems.•Determine charges for services requested, collect deposits or payments, or arrange for billing.•Refer unresolved customer grievances to designated departments for further investigation.•Review insurance policy terms to determine whether a particular loss is covered by insurance.•Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.•Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.•Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.•Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills.If this job description fits your skill set, contact us to discuss how we can assist you with your career search. Please attach your resume to your reply so it can be reviewed prior to your appointment. We look forward to working with you! We are an equal employment opportunity employer.
Data Entry Associate
Details: Immediate need for a Data Entry Specialist seeking an excellent compensation package with some great companies in the Charleston area. Word/excel / Powerpoint, detail orientated, and dependable will be keys to success in this well-known, stable organization. You will be responsible for accurate data entry along with creating spreadsheets on Excel and Word Processing. Responsibilities will include: • Perform the analysis of electronic data • Produce charts, spreadsheets, documents • Will need to have meetings with other departments and be able to discuss stats • Track productivity and cost performance • Have experience and usage in MAS500 * Must have Access * Excel • Bilingual is a HUGE advantage • Works well with other data entry customer service • Wants to grow with a company • Will be a team player and help when special projects are required If you meet these qualifications please apply today! We are an equal employment opportunity employer. We are an equal employment opportunity employer.
Loan Coordinator - AZ
Details: JOB SUMMARY Responsible for obtaining and reviewing pre-closing documentation for new loans, renewals and modifications. Enters pertinent loan application details in a bank defined system as well as maintaining the integrity of the data input, including revisions to initial submission if necessary. Establish and maintain strong working relationships with third party vendors, Relationship Managers, and Central Support, including Loan Administration Deposit Ops, Credit Administration and Compliance. Typically handles renewals and the less complex deals within the unit.
Loan Underwriter
Details: First Tech Federal Credit Union serves some of the world's most progressive, purpose-driven companies, not to mention some of the smartest people on the planet. The companies and members we serve dream big dreams, embrace change, and challenge and expect their colleagues to do the same. They need a financial institution that can make their lives easier. That means we're looking for the world's most progressive, purpose-driven and intelligent employees to serve them.We are searching for a dynamic and service oriented Loan Underwriter to join our Indirect Lending team. As a Loan Underwriter you will ensure member satisfaction by underwriting and communicating timely and accurate loan decisions to front line staff. You'll work in a fast-paced environment where each loan must be evaluated carefully to ensure we maximize profit and minimize loss; all loans must be underwritten within credit union guidelines and be in compliance with state and federal regulations. The Loan Underwriter needs to be knowledgeable in all regulatory requirements regarding consumer and indirect lending; you'll act as a resource for staff and dealers regarding lending decisions and research and resolve discrepancies. The Loan Underwriter is expected to proactively communicate operational concerns and process improvements to management, leverage available systems and tools, and apply sound independent judgment to all underwriting activities. You will work in a cross-functional team environment to achieve credit union goals and objectives and ensure a positive experience for internal and external customers.
Customer Service Representative - Teller
Details: Susquehanna has an excellent opportunity for a Customer Service Representative (Teller). In this role, you will be expected to provide superior and uncompromising customer service by building enduring relationships, communicating, referring and selling products to meet customer needs while maintaining efficient and accurate transaction processing. You will handle numerous duties, often simultaneously, while maintaining conscientious attention to detail and security, and projecting a positive, friendly and professional demeanor.
Consumer Loan Officer (Finance) - Roslyn, PA
Details: If you are a motivated and competitive individual with an interest in building a rewarding financial services career with an industry leader, join the Springleaf Financial Services team! We are one of the nation's largest and oldest consumer finance companies and we are looking for a full-time Financial Sales Representative to provide our clients with personal loans. From lead generation and sales presentations through the entire application and loan processing cycle, you will provide clients with expert guidance and advice for their consumer loan needs. You will also perform client follow-up and collection duties on past-due accounts. You will receive comprehensive and structured on-the-job and Internet-based training in all aspects of lending, servicing and collecting in order to ensure your success with us. We also offer a variety of professional development options, including advancement to management positions. With over 90 years in the consumer lending business, Springleaf Financial is the perfect place for you to grow a great career for yourself. If this sounds like the kind of opportunity you've been waiting for, we want to talk with you! Benefits As a Financial Sales Representative, you will receive: Competitive compensation packageProduction-based bonus incentiveComprehensive trainingOpportunities to grow into a management roleDiverse work environmentPaid insurance licensureHealth, dental and vision coverageLife and supplemental life insuranceShort- and long-term disability planDiversified 401(k) programTuition reimbursementVacationPaid holidaysWide range of discounts (cell phones, home internet, health clubs, etc.)Wellness programStep-Up Program provides matching contributions and two hours per month to dedicate to a wide variety of non-profit organizationsJob Responsibilities As a Financial Sales Representative, your work is what drives our business! You will be responsible for all phases of the loan cycle. This will include initial client contacts, face-to-face meetings at your office, analysis and processing of applications and collections duties. You will also represent the face of Springleaf Financial Services to our clients, so you must also present a professional appearance and demeanor at all times. Your specific duties as a Financial Sales Representative will include: Building solid relationships with customers (both individual & business) as well as employeesSuccessfully soliciting and selling our products through customized sales techniquesGenerating leads via cold calling and warm-calling/follow-up calls to current and past customersSpecializing in our financial services and becoming an expert who can effectively recognize customer's needs and provide appropriate solutionsHandling the entire loan processing cycle; gaining experience evaluating loan applications, performing risk analysis and underwriting, making credit decisions, and administering loan closingsOffering additional insurance productsHandling all aspects of past due account adjustments, including repayment of delinquent accounts, overcoming objections and finding alternatives to delinquencyFilling in at other local Springleaf Financial Services branches as neededJob Requirements As a Financial Sales Representative, you must be a self-starter who is energetic, competitive and driven to succeed. You must also have a high degree of accountability, willingness to learn and the desire to build a long-term career. It is also important that you display excellent verbal and written communication, interpersonal and presentation skills, as well as the ability to quickly establish rapport and credibility with clients. Specific qualifications for the Financial Sales Representative position include: 4-year college degree (strongly preferred) or high school diploma or equivalent plus 4 years related experienceProven math, organizational, cash handling and problem-solving skillsAbility to pass pre-employment credit and criminal background checksWillingness to work some weekday evening (until 8pm) and some weekend hours (until noon).Dependable automobile transportation and valid driver's licenseEnglish/Spanish bilingual skills, a plusLeadership experience in college activities or in work background, a plusRetail performance-based sales ability or experience (customer-facing environment, goal objective, etc.) a plusCustomer service experience, a plus
Accounting/ Loan Processing
Details: ADDVantage Credit Union Staffing specializes in the temporary, temporary-to-hire and direct hire placement of tellers/MSR, consumer/mortgage lenders, call center representatives, collectors, back office support and accounting positions. With our knowledge of the workforce, we guarantee to work hard to place you in a job that is the correct fit for you. Position Title / Information:We are currently looking for experienced Accounting Clerk for a well-established credit union in Huntington Beach. This is a full-time position that we are looking to fill immediately. Successful candidates will have a minimum of 1 year of experience in a bank or credit union. Pay: $17-20/hrResponsibilities: Preparation of complex financial, statistical and analytical reports and statements Maintains general ledger accounts including payroll, account payables, account receivables, and other accounts Processes accounts payable and code invoices Process payments on a timely basis Develop data from payroll to complete management reports Compiles, calculates and balances accounting information from various sources and prepares account entries
Loan Processor
Details: ADDVantage Credit Union Staffing specializes in the placement of tellers/MSR, consumer lending, mortgage lenders, call center representatives, collectors, back office support and accounting positions. With our knowledge of the workforce, we guarantee to work hard to place you in a job that is the correct fit for you. Position:Mortgage Loan Processor and Loan OPENER for Credit Union MembersSummary of Responsibilities: Assist members in obtaining real estate loans by facilitating the loan application process. Responsible for validating, analyzing and gathering documentation necessary to process and obtain mortgage approval while keeping the member informed of the status of their loan. Loan Processing Manage pipeline and review of documents needed to process loan files in preparation of final review and underwriting. Knowledge on mortgage products, underwriting guidelines and industry regulations. Understands secondary market loan requirements including submitting loans in LP & DU. Orders all exhibits (VOEs, 4506T, Flood Certs, etc) and updates Disclosures as required. Orders escrow, title and appraisal and ensures all meet LAFCU RE policies and requirements. Verify all incoming loan paperwork has been accurately entered into the Encompass and MortgageBot systems. Tracks all open loan files for returned application packages.
Asset Protection Manager
Details: The Asset Protection Manager is responsible for the protection of Club assets. Additional responsibilities include, but are not limited to: Accounting for high shrink merchandise Conducting safety inspections Investigating bad checks Preparing security reports Ensuring compliance with EAS standards Utilizing the CCTV system to review Follow up on asset protection investigations Coordinating the installation of alarms Locks and security equipment Enforcing safety policies and procedures Supervising Asset Protection Team Members
Member Service Representative II
Details: ADDVantage Credit Union Staffing specializes in the temporary, temporary-to-hire and direct hire placement of tellers/MSR, consumer/mortgage lenders, call center representatives, collectors, back office support and accounting positions. With our knowledge of the workforce, we guarantee to work hard to place you in a job that is the correct fit for you. TITLE: MSR II, Member Services Representative This position is accountable for assisting in the maintenance of high member service levels among all branch staff, coaching and training others on products/services we offer or systems we use in which to provide our financial products, services and high level of member service. PAY: $16 to $18 an hour Open new accounts, teller duties when needed, originate consumer loans Responsible for the accuracy of information and signature cards for new memberships/accounts opened Consumer loan interviewer, giving information about all consumer loan products and services from beginning to end including; calculating payments, quoting rates, payoffs, taking applications. Answer telephone, return member calls expeditiously, be prepared with proper forms and documents to open accounts and process loans, keep in-touch with members regarding the status of research projects or loan applications, etc. Reports all suspicious activities to the manager Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) policies, procedures and regulations.
Analyst-Loan Operations
Details: Our client, a major international bank with offices in Jersey City is recruiting for an Analyst in their Loan Operations Department. The ideal candidate will have 5 years of supervisory syndications and participation loan operations experience, and also have working knowledge of the ACBS system. Their experience should encompass Facilities, Loans, CPS payments, etc. and also have experience managing team members. Our client is offering a competitive salary plus bonus. Major Responsibilities: Ensure all funding is accurate and complete Approve daily transactions for facilities, loans, etc. Ensure past due principal, interest, fees, general ledger accounts are monitored Investigate, report & escalate any transaction issues Ensure compliance with local and international laws Conduct or participate in Training
Commercial Credit Analyst
Details: Kelly Services is recruiting for a Commercial Credit Analyst for a local bank. This position is responsible for evaluating strengths and weaknesses of all business loans and recommending loans for approval. -High School diploma required.-Bachelor-s degree in accounting, business or economics required.-Accounting, financial analysis or bank credit administration experience preferred. -Ability to conduct complex financial analysis, use spreadsheet software tools, and effectively communicate findings to loan officers and senior management.
Loan Counselor
Details: Job Classification: Direct Hire The Loan Counselor works directly with borrowers to determine the best possible method for a permanent resolution to their delinquency by using a variety of collections and workout techniques. This position is also responsible for effectively managing a delinquent mortgage portfolio. Join Aerotek Professional Services®. Our customized employment solutions and personalized approach give job seekers access to great opportunities with competitive salaries. Aerotek offers comprehensive benefits that can include medical, dental, optical, and optional 401k. Don't put your career in the hands of just anyone; put it in the hands of a specialist. Launch or rejuvenate your career today with Aerotek Professional Services! Allegis Group and its subsidiaries are equal opportunity employers and will consider all applications without regard to race, marital status, sex, age, color, religion, national origin, veteran status, disability or any other characteristic protected by law.
Document Specialist needed in Getzville, NY 14068
Details: Randstad is a staffing and recruitment industry leader with thousands of satisfied clients nationwide. We offer the successful candidate the opportunity to work for our clients in either full-time or temporary positions. We pride ourselves on our strong commitment to client satisfaction, and our focus on helping our employees find their next job. Randstad is currently working with a dynamic Fortune 500 organization in efforts to assist them in finding a high energy Document Specialist needed in Getzville, NY 14068This position starts 06/17/13!This position ends 05/30/14 Pay for this is 13.45/Hr.Hours for this position are shift Monday -Friday Rotating Schedule between 7am-7pm 8hr a day 40hr a weekIf you feel you meet the qualifications please feel free to applyJob Description:The Security Coding team is part of the Institutional Services Group that is responsible for ensuring the quality of data held within our master database applications for financial instruments are kept up to date. The Analyst will be responsible for supporting the Risk team for data reference requests related to Basel processing. The primary function of this position is to support Basel related requests for the new security set ups and modifications. The ability to work hands on with tight deadlines. Gain thorough industry knowledge quickly and effectively interact with other operating units. Provide effective maker/checker function to ensure data quality and accuracy. Ensure adherence to all audit policies and procedures. Provide UAT testing with strategic technology rollouts. Expected to work staggered shifts to support pre-market, market close, regulatory reporting and other events pertained to EMEA and NAM operations. Coordinate with global coders in other regions to resolve issue. Understand global procedures to support other markets during off hours independently assess workflow issues and redirects work as necessary. Provide subject matter expertise to related projects. Identifies policy gaps and formulates policies Interprets data and makes recommendations. Provide training support Job Skills/Qualifications: Strong organization skills with an excellent attention to detail. Ability to focus on high quality work while under pressure. Advanced knowledge of MS Office Suite, including proficiency in Excel Strong teamwork skills in a small local setting, as well as across different geographic locations. Must possess good communication skills with the ability to be assertive. Preferred Requirements: Previous experience within an investment bank. Familiarity with a wide array of financial product types. Knowledge and familiarity with financial product data vendors (Bloomberg, Reuters, S&P, Telekurs, etc) Educational Level: Associate's degree
Financial Sales Representative - Consumer Loan Officer (Finance)
Details: If you are a motivated and competitive individual with an interest in building a rewarding financial services career with an industry leader, join the Springleaf Financial Services team! We are one of the nation's largest and oldest consumer finance companies and we are looking for a full-time Financial Sales Representative to provide our clients with personal loans. From lead generation and sales presentations through the entire application and loan processing cycle, you will provide clients with expert guidance and advice for their consumer loan needs. You will also perform client follow-up and collection duties on past-due accounts. You will receive comprehensive and structured on-the-job and Internet-based training in all aspects of lending, servicing and collecting in order to ensure your success with us. We also offer a variety of professional development options, including advancement to management positions. With over 90 years in the consumer lending business, Springleaf Financial is the perfect place for you to grow a great career for yourself. If this sounds like the kind of opportunity you've been waiting for, we want to talk with you! Benefits As a Financial Sales Representative, you will receive: Competitive compensation packageProduction-based bonus incentiveComprehensive trainingOpportunities to grow into a management roleDiverse work environmentPaid insurance licensureHealth, dental and vision coverageLife and supplemental life insuranceShort- and long-term disability planDiversified 401(k) programTuition reimbursementVacationPaid holidaysWide range of discounts (cell phones, home internet, health clubs, etc.)Wellness programStep-Up Program provides matching contributions and two hours per month to dedicate to a wide variety of non-profit organizationsJob Responsibilities As a Financial Sales Representative, your work is what drives our business! You will be responsible for all phases of the loan cycle. This will include initial client contacts, face-to-face meetings at your office, analysis and processing of applications and collections duties. You will also represent the face of Springleaf Financial Services to our clients, so you must also present a professional appearance and demeanor at all times. Your specific duties as a Financial Sales Representative will include: Building solid relationships with customers (both individual & business) as well as employeesSuccessfully soliciting and selling our products through customized sales techniquesGenerating leads via cold calling and warm-calling/follow-up calls to current and past customersSpecializing in our financial services and becoming an expert who can effectively recognize customer's needs and provide appropriate solutionsHandling the entire loan processing cycle; gaining experience evaluating loan applications, performing risk analysis and underwriting, making credit decisions, and administering loan closingsOffering additional insurance productsHandling all aspects of past due account adjustments, including repayment of delinquent accounts, overcoming objections and finding alternatives to delinquencyFilling in at other local Springleaf Financial Services branches as neededJob Requirements As a Financial Sales Representative, you must be a self-starter who is energetic, competitive and driven to succeed. You must also have a high degree of accountability, willingness to learn and the desire to build a long-term career. It is also important that you display excellent verbal and written communication, interpersonal and presentation skills, as well as the ability to quickly establish rapport and credibility with clients. Specific qualifications for the Financial Sales Representative position include: 4-year college degree (strongly preferred) or high school diploma or equivalent plus 4 years related experienceProven math, organizational, cash handling and problem-solving skillsAbility to pass pre-employment credit and criminal background checksWillingness to work some weekday evening (until 8pm) and some weekend hours (until noon).Dependable automobile transportation and valid driver's licenseEnglish/Spanish bilingual skills, a plusLeadership experience in college activities or in work background, a plusRetail performance-based sales ability or experience (customer-facing environment, goal objective, etc.) a plusCustomer service experience, a plus
Mortgage Loan Processor
Details: Reichard Staffing is currently hiring Mortgage Loan Processors for a nationally recognized financial institution located in Orlando, FL. This is a long term contract lasting approximately 6-11 months. The hours for this opportunity will be Monday - Friday, 9:00 - 6:00 p.m. Our client is looking for recent and relevant Mortgage Processing experience. Pay is commensurate on experience and will be discussed during a phone interview. Mortgage Loan Processor: acts as the liaison among all parties (lender, buyer, seller, title insurer) to a mortgage, deed of trust or similar real estate-related closing transaction. Responsible for reviewing closing-related documents, including, but not limited to, mortgage loan commitments, loan documentation, surveys and title reports. In some cases, may also be responsible for preparation of closing-related documentation. Also responsible for assisting all parties in resolving any pre-closing conditions or issues, such as exceptions to or defects in title. This position falls into the legal service line where local regulations permit an attorney or paralegal to perform the transaction. Essential Job Functions include the following:Facilitating communication between the Borrower, the Loan Officer, and the underwriting representative to gather required documentation and continually update all parties as to the progress of the loan in the approval process. Communication will include both written and verbal communication and the Loan Processor must be proficient and timely in both forms. Analyzing income verification documents including paystubs, tax returns, social security retirement and disability rewards statements to determine qualifying income according to both investor and internal underwriting standards. This may include contacting employers to independently verify qualifying income and qualifying income sources. Analyzing asset verification documents including bank statements and other liquid asset account statements to verify required closing and reserve funds according to both investor and internal underwriting standards. This may include contacting financial institutions to verify qualifying assets and sourcing and seasoning funds being used to qualify the loan. Analyzing credit reports and in certain instances updating information through approved credit reporting provider(s) to certify the credit history for eventual analysis by the loan underwriting representative. Analyzing title commitments to verify property ownership and items that could impact the lender?s desired lien position. Obtaining verification and analyzing loan payoff statements, property tax liability statements, and hazard insurance verifications according to loan qualification standards set by internal Loan Policy. Preparing revisions to loan disclosures, when applicable, and delivering the revisions to the borrower within federally required time frames. Utilizing and analyzing approved Automated Underwriting Systems to secure accurate automated underwriting approvals required for final loan analysis.
Mortgage Closer
Details: Reichard Staffing is currently hiring Mortgage Closers for a national recognized financial institution located in Richmond, VA. This is a long term contract lasting approximately 6-11 months. There may be an opportunity for this to turn into a permanent placement based on job performance and business need. Typical hours for this opportunity will be Monday - Friday, 8:00 - 5:00 p.m. Our client is looking for recent and relevant Mortgage experience. Pay is commensurate on experience and will be discussed during a phone interview.Mortgage Closer SummaryThe Mortgage Loan Closer is responsible for preparing closing packages, instructions, approving final HUD Settlement Statements for Conventional, FHA, RD, VA and Construction Loans in accordance with Loan Policy. Responsibilities include but are not limited to: working closely with title companies, underwriting, processing and loan officers to ensure smooth closing transactions. Create all closing documents on behalf of the lender and ensure that the documentation meets government compliance standards. Verify required accurate closing documentation is in the files that are needed to close. Contact title companies to gather information for accurate HUD preparation and coordinate delivery of the documents. Research with the title company on outstanding closing conditions required to fund the loan. Verify that closing documents are signed and dated accurately and according to lender instructions. Prepare wire requests so that mortgage loan funds are delivered to the title company for disbursement. Coordinate with other associates to create seamless closing process for customer. Handle closing issues and/or complaints from customers regarding the closing process and escalate closing issues to closing manager. Implement company processes during closing process for highest level of customer service. While performing the duties of this position, the employee will view, have access to, and work with confidential financial data. The employee in this position must adhere to strict confidentiality policies and procedures. Perform other related duties as requested.
