Showing posts with label private. Show all posts
Showing posts with label private. Show all posts

Saturday, May 18, 2013

( Instructional Designer ) ( Internet/Web Engineer ) ( Faculty I - On Call (Business Sales & Customer Service, Business Office Administration) ) ( Compensation Advisor ) ( Collections Representative ) ( Data Entry Clerk - Contractor - Data Entry Clerk ) ( Data Entry Specialist (Billing) ) ( Construction/Real Estate Project Accountant ) ( Teller ) ( Retail Licensed Personal Banker Cleveland Market ) ( Retail Personal Banker - Acquisition ) ( Retail Personal Banker - Market Mix ) ( Retail Personal Banker - Canton OH ) ( Associate Private Banker ) ( Retail Personal Banker - Cross-Sell ) ( Senior Loan Processor (AZ) ) ( Sales & Service Advisor Teller Banker )


Instructional Designer

Details: Division: Human Resources / Staff FlsaStatus: Exempt EmploymentType: Regular GENERAL FUNCTION: Partners with Sr./Principle Instructional Designer to complete needs analysis to evaluate employee knowledge/skill gaps. Utilizes adult learning theory to design/develop learning solutions for low/moderate impact projects. Designs/develops in a range of learning solutions (i.e., classroom, eLearning, blended solutions, etc.) that address business/performance needs, positively influence employee attitudes and commitment, and support Fifth Third's Mission, Vision and Values. Constructs level 2 evaluations and participates in the monitoring/updating of learning solutions. DUTIES AND RESPONSIBILITIES: * Instructional Design/Development ~70% of time o Proposes instructional strategies and media in collaboration with a team. o Uses adult learning principles/theory to create or participate in the creation of learning solutions types (classroom, eLearning, job aids, performance support, synchronous learning, etc.). o Designs small/moderate learning solutions that are practical for the business environment and demonstrate learning as a way to drive performance improvement. o Participates in the creation of learning solutions of medium/high complex learning solutions that embrace interactive learning, defined as actively engaging a learner's cognitive curiosity. o Uses a variety of learning techniques in each learning solution to engage and facilitate learning/performance for various learning styles. o Chunks, sequences, and flows content to facilitate optimal learning. o Demonstrates excellent writing skills that are easily and appropriately adapted for each learning solution type. o Uses templates to create a visually pleasing hard-copy layout. o Learns and applies new tools and techniques for rapid prototyping and developing learning solutions. o Writes level 2 evaluations for all learning solutions. o Participates in debriefing evaluation results with clients/partners. o Participates in identifying the proper environment and support for growing/sustaining behaviors and performance once the learning solution is implemented. * Project Leadership ~20% of time o Defines the scope of small/moderate impact learning solutions in terms of goals, objectives, deliverables, and milestones to reduce risk and minimize timelines. o Ensures project objectives are achieved according to specifications within the timeline/budget. o Takes personal responsibility for project performance by monitoring progress and communicating effectively to resolve issues impacting quality/time/budget. o Completes assigned tasks and responsibilities according to agreed upon quality/timeline parameters. o Communicates expected behavioral/performance outcomes relative to approved learning time. o Learns to influence clients/partners to follow a course of actions, change an approach, etc. o Uses an iterative process to frequently check with the client and target audience to get feedback and make adjustments. * Needs Analysis/Train-the-Trainer ~10% of time o Participates in the analysis to identify gaps between existing/desired performance. o Participates in identifying root causes of performance gaps and determines knowledge/skills/behaviors required to achieve desired performance. o Develops clear, observable, and measurable learning/performance objectives. o Engages Sr. Design when non-training solutions may address a performance gap more effectively. o Participates in cost-benefit analysis of various learning approaches to determine the best solution to close the performance gap while managing timelines/budget/resources. o Clearly demonstrates trainer activities, debriefs, etc. that drive key learning/performance objectives. o Encourages trainer creativity and personal ownership of content/program design by clearly understanding, driving and communicating the purpose/desired outcome of specific instructional strategies to encourage delivery flexibility. SUPERVISORY RESPONSIBILITIES: None

Internet/Web Engineer

Details: Genesis10 is currently seeking an Internet/Web Engineer with our client in the government industry in their Columbia, SC location. This is a 6 month + contract position.Description:Software developer needed for short term, temporary position to create application documentation for a custom application, already deployed, as well as possible functional changes to the softwareCandidates must be available for immediate startCandidates must work locally and be available for on-site meetings at little to short noticeCandidate must have a working knowledge of business processes the data and software applications currently in use by client is required in order to complete the work in the expected time frame

Faculty I - On Call (Business Sales & Customer Service, Business Office Administration)

Details: Faculty On-CallUse your professional expertise to engage, instruct, and inspireIf you’re looking for an exciting opportunity with a robust company committed to changing students’ lives and doing the right thing, Corinthian Colleges, Inc. is the place for you. As one of the largest post-secondary education companies in North America, we are on the cutting edge of the industry and forging ahead into a new era of leadership, growth, and innovation. We currently operate more than 100 campuses through Everest College, WyoTech, and Heald College and are dedicated to delivering on the promise to our students. At CCi you’ll work with impassioned employees and have the support you need to make great things possible.Become a valued member of our Faculty at Everest College and discover a more rewarding way to leverage your professional expertise. Part coach, part counselor, part entertainer, and 100% advocate for your students, you will provide a dynamic training environment where everyone has the opportunity to reach their full potential. You will utilize a variety of instructional techniques and delivery methods to bring our curriculum to life for your students.At Everest College and Corinthian Colleges, Inc., we’re in the business of changing students’ lives. As a member of our faculty, you’re in the position to make it happen.Job Responsibilities:• Instruct assigned courses in accordance with course competencies/objectives • Select and utilize a variety of approved course materials and teaching methods – such as using lectures, demonstrations, discussion groups, and seminars - to ensure the needs of the individual students are met in the program (utilize instructional plans) • Explain and demonstrate related laboratory/practical procedures • Inform students about course requirements, evaluation procedures, and attendance policies • Coach, guide, and empower students to achieve optimum success • Utilize a variety of communication methods to promote higher student retention • Manage classroom teaching conditions and environment through active instructor presence in order to promote positive classroom discipline and control, timely class meetings, and appropriate use of furniture and equipment • Provide students with academic support and advice, give referrals for additional assistance as required, tutor if necessary, and provide other assistance as needed • Monitor, evaluate, and document students’ progress through observation, tests, and examinations in theory and practice • Arrange students’ field placement and monitor students’ progress where applicable • Ensure related clinical supplies and equipment are up-to-date • Demonstrate evidence of professional growth and academic currency • Participate in other campus activities, committees, and projects • Provide regularly scheduled academic advising to students within the program • Assist the program chair with data collection and/or reporting as required by any applicable program accreditor and/or state regulatory agency • Must turn in documentation to supervisor of having completed all annually required CEUs as mandated by the school’s accrediting body and/or state • Complete minimum requirements for faculty development • Stay current with all regional and state code changes and industry standards as it applies to the program subject matter being taught • Other duties as assigned

Compensation Advisor

Details: Responsibilities: Our client is seeking a Compensation Advisor in San Antonio, Texas (TX).Description:Responsible for design, development, implementation and administration of enterprise or department-specific compensation and/or performance management programs, practices and policies. Works directly with management team to provide compensation solutions (Executive and/or Non-Executive) covering a wide range of pay issues including job structure and salary range development, base pay administration, and pay guidance. Works under minimal supervision. Performs moderately complex to complex work assignments and problem resolution across multiple functions and/or departments.Job Duties:Collaborates with senior leadership to influence organizational design and pay structures, performance management practices, and total rewards strategies (Executive and/or Non-Executive) to ensure market competitivenessResponsible for design, development, implementation and administration of enterprise-wide or department-specific compensation and performance management programs, practices and policiesMay provide advanced knowledge and experience in developing base pay management systems and understanding of variable compensation design techniquesServes as compensation consultant to assigned department or enterprise program(s), providing guidance, oversight, and communication on existing pay policies, strategies and bonus plansLeads or serves as team member on compensation projects and initiatives impacting enterprise-wide pay plans and policiesCoordinates with HR Operations for development and implementation of systems which support compensation programsConducts training on compensation-related topics which continually educates management and employees on enterprise policies and compensation philosophy/practices to ensure appropriate performance, and pay decisions, and compliance with legal standardsProactively analyzes and identifies organizational trends

Collections Representative

Details: Responsibilities: Our client is seeking a Collections Representative in Carlsbad, California (CA).Responsibilities:The person in this role will be operating on QuickBooks and performing data entry. This position will handle inbound and outbound calls.

Data Entry Clerk - Contractor - Data Entry Clerk

Details: RCM Technologies is looking for a Data Entry Clerk in Newark, NJ  This is scheduled to be a 6 month contract but could get extended.  Please note: 1.We can only accept candidates willing to work on a W2 contract. We cannot do Corp to Corp or 1099 on this job. Sorry no exceptions. 2.We need your updated resume in Word format. 3.We need 1 reference (if you already have a reference letter or email from a previous employee that will work. So will a reference on LinkedIn) Energy Efficiency – Data Administrator  Job Description:Perform a wide variety of data administrative duties. Work closely day to day with Program Process Manager and Project Leads to obtain accurate program data and documentation. Enter and validate energy efficiency customer and program data/documentation into apropriate data base (SAP, TrakSmart, etc.). Create and maintain excel spreadsheets for document tracking, customer billing and payment history. Extract data from the TrakSmart database on an ad hoc basis. Responsibilities also include working with issues that often are sensitive and confidential in nature; investigate and report credit worthiness of energy efficiency applicants. Maintain and apply working knowledge of Business Controls Standards and meet management’s expectations for effective internal business controls.    Job Requirements:Essential:  Must possess a high school diploma or equivalent.  3-5 years of administrative experience.  Knowledge of energy efficiency measures. Must be able to work with minimal guidance using a high degree of judgment.  Strong oral and written communication skills are required as well as proven ability to perform multiple tasks and assignments. Ability to retain highly confidential information.  Proven proficiency/experience in the use of SAP, MS Excel and the TrakSmart Database.  Excellent keyboarding skills and the ability and willingness to learn new software programs. Must also possess a high degree of initiative, professionalism and self-motivation in identifying and accomplishing tasks.  Proven ability to work both independently and within a team meeting deadlines and working under pressureAbility to communicate effectively with all levels of the organization and external customers.   Desirable:  Business School Graduate/some college level/continuing education courses.  Bilingual (English/Spanish) Please email your resume to Eileen Flavin at     Contact number is 414-882-7711

Data Entry Specialist (Billing)

Details: Posted Date:  4/17/2013 OVERALL JOB PURPOSEPerforms a variety of duties associated with preparation and entry of data into the computer system, including charges, payments, refunds and demographics.We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

Construction/Real Estate Project Accountant

Details: Responsibilities: Kforce is seeking a Construction Project Accountant for a New York, New York (NY) client that will assist with budgeting, accounting, and treasury functions related to U.S. construction programming. This position reports to the Director, Development Accounting (U.S.).Responsibilities:Assist in the review and approval of architect / engineer and contractor invoicesPost journal entries to the company's general ledgerCompile monthly construction invoices for submission to clientsPrepare bank reconciliations for up to 4 accountsPrepare wire transfers to external vendors and intercompany entitiesAssist with preparation of monthly and quarterly reporting packagesTrack consulting and construction contracts and change ordersUpdate construction budgetsCommunicate with vendors and maintain vendor information on fileAssist with other projects and additional duties as required

Teller

Details: Teller BA23904 Full time position; excellent benefit package available Send resume to: Source - Baltimore Sun

Retail Licensed Personal Banker Cleveland Market

Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular GENERAL FUNCTION: A sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking productsand services to existing and prospective customers while providing specialized customer care. Utilize and promote the Retail Sales and Service process, using the prescribed tools and interacting with the Customer/Financial Service Representatives forreferral activity.ESSENTIAL DUTIES & RESPONSIBILITIES:* Sales/Goals Function:o Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management.o Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs, making recommendations for those applications passed to the appropriate loan officer andmaintaining relationship as appropriate.o Oversee the complete consumer loan process following approved guidelines.o Consistently meet or exceed brokerage sales/referral goals as set by management; and achieve goal in annualized revenue to retain (i) designation.o Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs.o Promote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company.o Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars and community events.o Maintain the sales environment, and actively participate in regular sales and office staff meetings, the execution of sales contests, monthly Blitzes and other motivational activities.o Actively participate in the telemarketing process within the financial center, utilizing the marketing resources and other various tools.o Establish close relationships with assigned business partners, such as Mortgage, Business Banking Officers and Brokerage Representatives to ensure that established goals for each business line is met.o Provide guidance to the Customer/Financial Service Representatives in the referral/sales process.* Customer Service:o Provide a customer experience that is consistent across all customer touch points, is among the leaders in the financial services industry in terms of customer satisfaction, loyalty, and retention and provides a differentiated experience from otherproviders in the market place.o Promote excellent customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times, providing professional resolution of problems/issues.o Establish a relationship with the customer base of the financial center through knowledge of account ownership, greeting customers by name, and exhibiting an attitude of caring.* Bank Operations:o Open and maintain full range of retail accounts and services.o Keep up to date on the security controls in place to protect the office against criminal and fraudulent activities and unnecessary risk and exposure.o May need to handle opening and/or closing procedures as a member of the platform staff.SUPERVISORY RESPONSIBILITIES: None.

Retail Personal Banker - Acquisition

Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range ofbanking products and services to existing and prospective customers while providing specialized customer care. Utilize and promote the Branded Sales and Service process, using the prescribed tools and interacting with the Customer/Financial ServiceRepresentatives for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: #Sales/Goals Function: oMaintain an awareness of the various market segments (Acquisition and Cross Sell) and develop an understanding of how Fifth Third solutions support each market. oConsistently meet or exceed sales goals for loans, deposits, and fee income, as set by management utilizing sales skills appropriate for the Financial Center market segment. (i.e., cold calling versus calling campaigns to an already establishedcustomer base). oOversee the complete consumer loan process following approved guidelines. oConsistently meet or exceed brokerage referral goals as set by management. oMaintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. oPromote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company. oInitiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars and community events. oMaintain the sales environment, and actively participate in regular sales and office staff meetings, the execution of sales contests, monthly Blitzes and other motivational activities. oActively participate in the telemarketing process within the financial center, utilizing the marketing resources and other various tools. oEstablish close relationships with assigned business partners, such as Mortgage, Small Business Bankers, Business Banking Officers and Investment Executive to ensure that established goals for each business line is met. oProvide guidance to the Customer/Financial Service Representatives in the referral/sales process. #Customer Service: oUtilize the FNA to build thorough customer information for optimal financial solutions for their needs. oProvide a customer experience that is consistent across all customer touch points, is among the leaders in the financial services industry in terms of customer satisfaction, loyalty, and retention and provides a differentiated experience from otherproviders in the market place. oPromote excellent customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times, providing professional resolution of problems/issues. oEstablish a relationship with the customer base of the financial center through knowledge of account ownership, greeting customers by name, and exhibiting an attitude of caring. oAssist in ensuring the financial center is neat and orderly and presentable for clients. Adhere to the Fifth Third clean desk policy and maintain a professional appearance. #Bank Operations: oOpen and maintain full range of retail accounts and services. oKeep up to date on the security controls in place to protect the office against criminal and fraudulent activities and unnecessary risk and exposure. oMay need to handle opening and/or closing procedures as a member of the platform staff. SUPERVISORY RESPONSIBILITIES: None.

Retail Personal Banker - Market Mix

Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of bankingproducts and services to existing and prospective customers while providing specialized customer care. Utilize and promote the Branded Sales and Service process, using the prescribed tools and interacting with the Customer/Financial ServiceRepresentatives for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: * Sales/Goals Function: o Maintain an awareness of the various market segments (Acquisition and Cross Sell) and develop an understanding of how Fifth Third solutions support each market. o Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management utilizing sales skills appropriate for the Financial Center market segment. (i.e., cold calling versus calling campaigns to an already establishedcustomer base). o Oversee the complete consumer loan process following approved guidelines. o Consistently meet or exceed brokerage referral goals as set by management. o Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. o Promote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company. o Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars and community events. o Maintain the sales environment, and actively participate in regular sales and office staff meetings, the execution of sales contests, monthly Blitzes and other motivational activities. o Actively participate in the telemarketing process within the financial center, utilizing the marketing resources and other various tools. o Establish close relationships with assigned business partners, such as Mortgage, Small Business Bankers, Business Banking Officers and Investment Executive to ensure that established goals for each business line is met. o Provide guidance to the Customer/Financial Service Representatives in the referral/sales process. * Customer Service: o Utilize the FNA to build thorough customer information for optimal financial solutions for their needs. o Provide a customer experience that is consistent across all customer touch points, is among the leaders in the financial services industry in terms of customer satisfaction, loyalty, and retention and provides a differentiated experience from otherproviders in the market place. o Promote excellent customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times, providing professional resolution of problems/issues. o Establish a relationship with the customer base of the financial center through knowledge of account ownership, greeting customers by name, and exhibiting an attitude of caring. o Assist in ensuring the financial center is neat and orderly and presentable for clients. Adhere to the Fifth Third clean desk policy and maintain a professional appearance. * SEE ACTUAL JOB DESCRIPTION FOR ALL DUTIES AND RESPONSIBILITIES.

Retail Personal Banker - Canton OH

Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range ofbanking products and services to existing and prospective customers while providing specialized customer care. Utilize and promote the Branded Sales and Service process, using the prescribed tools and interacting with the Customer/Financial ServiceRepresentatives for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: #Sales/Goals Function: oMaintain an awareness of the various market segments (Acquisition and Cross Sell) and develop an understanding of how Fifth Third solutions support each market. oConsistently meet or exceed sales goals for loans, deposits, and fee income, as set by management utilizing sales skills appropriate for the Financial Center market segment. (i.e., cold calling versus calling campaigns to an already establishedcustomer base). oOversee the complete consumer loan process following approved guidelines. oConsistently meet or exceed brokerage referral goals as set by management. oMaintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. oPromote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company. oInitiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars and community events. oMaintain the sales environment, and actively participate in regular sales and office staff meetings, the execution of sales contests, monthly Blitzes and other motivational activities. oActively participate in the telemarketing process within the financial center, utilizing the marketing resources and other various tools. oEstablish close relationships with assigned business partners, such as Mortgage, Small Business Bankers, Business Banking Officers and Investment Executive to ensure that established goals for each business line is met. oProvide guidance to the Customer/Financial Service Representatives in the referral/sales process. #Customer Service: oUtilize the FNA to build thorough customer information for optimal financial solutions for their needs. oProvide a customer experience that is consistent across all customer touch points, is among the leaders in the financial services industry in terms of customer satisfaction, loyalty, and retention and provides a differentiated experience from otherproviders in the market place. oPromote excellent customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times, providing professional resolution of problems/issues. oEstablish a relationship with the customer base of the financial center through knowledge of account ownership, greeting customers by name, and exhibiting an attitude of caring. oAssist in ensuring the financial center is neat and orderly and presentable for clients. Adhere to the Fifth Third clean desk policy and maintain a professional appearance. #Bank Operations: oOpen and maintain full range of retail accounts and services. oKeep up to date on the security controls in place to protect the office against criminal and fraudulent activities and unnecessary risk and exposure. oMay need to handle opening and/or closing procedures as a member of the platform staff. SUPERVISORY RESPONSIBILITIES: None.

Associate Private Banker

Details: Division: Investment Advisors FlsaStatus: Exempt EmploymentType: Regular GENERAL FUNCTION: Serves as a banking specialist for Private Bank clients, typically those with more than $500,000 in investable assets, as well as assists more senior Private Banking staff in servicing their client base. Provides deposit and lending expertise while collaborating with a customized team of experts to consistently deliver advice-based solutions that simplify financial complexity to achieve the clientÆs goals. Builds skills, knowledge, and expertise needed to advance to a Private Banker I position. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Prospects for clients by sourcing and building own pipeline of clients/opportunities. * Earns referrals from clients, internal business partners, and Centers of Influence. * Partners with Wealth Management Advisors (WMAs), internal business partners, and Centers of Influence in the sales process to maximize new business opportunities. * Participates in the Life360 Process to identify cross-selling opportunities and to deliver appropriate products and services. * Identifies referral opportunities across all service lines including IM&T, Brokerage, Insurance, Wealth Planning, and Equity Risk Management while collaborating with the Wealth Management Advisor (WMA). * Demonstrates sales, client contact, and relationship management skills including development of targeted business plans. * Achieves targeted annual sales goal of $15,000 - $35,000 and annual revenue of $200,000 - $750,000. * Collaborates with WMAs and other specialists to ensure the Private Bank client experience is delivered. * Delivers banking solutions based on the value ladder and the Fifth Third Private Bank story following our Life360 Process. * Ensures service standards and metrics are met based on client banking needs and segmentation. * Collaborates with WMAs to deliver advanced planning techniques. * Takes ownership for resolving clientÆs banking issues. * Provides clients with current industry trends. * Challenges and collaborates with clients to articulate and achieve their financial goals. * Manages overall balance sheet, including both deposit and lending, to increase profitability and enhance the client relationship. * Ensures prospect/client information is appropriately entered, updated, and managed in CRM. * Utilizes lending and credit expertise to deliver credit solutions best suited to meet the client objectives. * Proactively maintains asset quality of loan portfolio through managing loan renewals, monitoring financial statements and maintaining current loan ratings. * Supports more senior Private Banking staff in servicing their client base. Serves as a resource to these Private Bankers and their clients, learning from these interactions in preparation for a larger role in the Private Bank. SUPERVISORY RESPONSIBILITIES: None.

Retail Personal Banker - Cross-Sell

Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range ofbanking products and services to existing and prospective customers while providing specialized customer care. Utilize and promote the Branded Sales and Service process, using the prescribed tools and interacting with the Customer/Financial ServiceRepresentatives for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: * Sales/Goals Function: o Maintain an awareness of the various market segments (Acquisition and Cross Sell) and develop an understanding of how Fifth Third solutions support each market. o Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management utilizing sales skills appropriate for the Financial Center market segment. (i.e., cold calling versus calling campaigns to an already establishedcustomer base). o Oversee the complete consumer loan process following approved guidelines. o Consistently meet or exceed brokerage referral goals as set by management. o Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. o Promote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company. o Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars and community events. o Maintain the sales environment, and actively participate in regular sales and office staff meetings, the execution of sales contests, monthly Blitzes and other motivational activities. o Actively participate in the telemarketing process within the financial center, utilizing the marketing resources and other various tools. o Establish close relationships with assigned business partners, such as Mortgage, Small Business Bankers, Business Banking Officers and Investment Executive to ensure that established goals for each business line is met. o Provide guidance to the Customer/Financial Service Representatives in the referral/sales process. * Customer Service: o Utilize the FNA to build thorough customer information for optimal financial solutions for their needs. o Provide a customer experience that is consistent across all customer touch points, is among the leaders in the financial services industry in terms of customer satisfaction, loyalty, and retention and provides a differentiated experience from otherproviders in the market place. o Promote excellent customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times, providing professional resolution of problems/issues. o Establish a relationship with the customer base of the financial center through knowledge of account ownership, greeting customers by name, and exhibiting an attitude of caring. o Assist in ensuring the financial center is neat and orderly and presentable for clients. Adhere to the Fifth Third clean desk policy and maintain a professional appearance. * SEE ACTUAL JOB DESCRIPTION FOR ALL DUTIES AND RESPONSIBILITIES. SUPERVISORY RESPONSIBILITIES: None.

Senior Loan Processor (AZ)

Details: Over 90% of the Senior Account Manager’s pipelines are home loans that are already locked by our Senior Mortgage Bankers.  As a Senior Account Manager at loanDepot, you will be processing mortgage loan files while working with customers, vendors, and in-house operations from application to funding.  The Senior Account Manager prepares and processes loan documentation, reviews files for completeness, prepares for submission to underwriting, and submits conditions for final approval.  Our successful team members drive the file through processing from application to funding. Job Requirements:Minimum of 2 years of current loan processing experience in a retail mortgage environmentMinimum of 3 years of processing experience for a direct lenderWorking knowledge of current conventional guidelines (FHA a plus)Ability to manage a high volume pipelineHigh level of organization skillsMust be able to multi-task and follow up in a timely mannerSuperior customer service skills Skills/Characteristics: Connects very quickly to clients; builds and leverages client relationships to get the job done.Exceptional written and verbal communication skills.Award winning customer service and follow through skills.Works best in a fast paced environment; able to multitask with excellent follow-up.Flexible and adaptable, learns and reacts quickly in a faster than average pace.Strong sense of urgency and initiative to get things done.Ambitious professional who is motivated by opportunity for advancement.The Perks:Competitive base wage plus bonus.Complete benefits package including Medical, Dental, Vision, and 401K15 days of paid time offExciting Company paid trips *cb

Sales & Service Advisor Teller Banker

Details: ResponsibilitiesThe Sales and Service Advisor (SSA) is a hybrid Branch Associate/Financial Sales Advisor position that’s primary responsibility includes selling bank products and services both inside and outside the branch, conducting teller transactions and managing the lobby. They will serve as a Branch Associate during high traffic hours to ensure an exceptional customer experience and will focus on sales during non-peak hours to maximize sales production.

Tuesday, May 14, 2013

( Lockbox Specialist- Dallas ) ( STAFF ACCOUNTANT ) ( Financial Advisor ) ( Product Asset Specialist ) ( Lockbox Specialist ) ( Mortgage Application Support Analyst ) ( Grievance and Appeals Coordinator ) ( Treasury Management Officer I ) ( Systems Engineer ) ( Private Banker ) ( Mortgage Loan Underwriter ) ( Inventory Inspector ) ( Asset Transactions Analyst ) ( Specialty Banker ) ( Teller Services Representative I -Part Time ) ( LIS specialist ) ( Title Processor ) ( Real Estate Residential Title Searcher ) ( Loan Processors )


Lockbox Specialist- Dallas

Details: There are various shifts available for these positions. Please respond with your shift preference and a copy of your most current resume!Work Hours: - Monday- Friday 12pm- 8:30pm- Monday- Friday 7pm- 12am- Monday- Friday 2pm- 10:30pm- Saturday- Tuesday and Friday 2pm- 10:30pmDescription:Enters alphanumeric data from paper-based, electronic and phone into a computer database. Records and verifies simple to moderately complex data. Corrects errors according to standard procedures. Processes transactions in one or more of the company's internal operations to support domestic and international consumer, commercial and wholesale bank businesses or services functions. Responsibilities may include: basic level reporting, call center support, reviewing and processing transactions for item processing, sorting using electronic or mechanical equipment, reconciling, statement rendering, MICR/image, float, lock box, remittance, ATM deposit, and performing other support operations functions as required. Maintains internal operational and financial controls and ensures they meet bank standards. Ensures quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers/clients. Intermediate level position performs routine and various item processing functions under moderate supervision within a process that has built-in checks and balances. Decisions have some impact on internal and external customer relationship.

STAFF ACCOUNTANT

Details: Staff AccountantOur client, a growing Pharmaceutical company in Chicago's north suburbs, is seeking a highly talented Staff Accountant to join their team!  This opportunity will provide great exposure to upper management with the ability for career advancement.   In this role, the Staff Accountant will be involved in all aspects of accounting.  Our client offers excellent compensation and benefits.Responsibilities: Prepare journal entries and financial statements Account and bank reconciliations Review A/P , A/R, and expense reports Assist in month and year end close process Assist with annual audit preparation and provide support as needed

Financial Advisor

Details: This position is responsible for providing existing and prospective clients with information regarding a wide range of financial planning products and services, utilizing specialized areas of expertise to find the appropriate products and services for each client. Determines specific customer needs and ensures that appropriate market transactions are executed. Provides advice to customers on personal investment product purchases.  Maintains a high level of profitable sales which meet or exceed agreed upon goals.  Maintains expertise with the current investment product portfolio to ensure optimum marketing potential.  Implements various business development efforts, including conducting telemarketing solicitations and sales seminars with the goal of developing relationships and generating leads.  Keeps informed of industry product trends and issues; identifies opportunities for improvement and makes recommendations to management.  Acts as a resource to licensed Investment Associates.   Keeps informed and aligns business within PSI and regulatory requirements.

Product Asset Specialist

Details: Team Express Distributing, LLC. is in the sporting goods business, dedicated to providing a comprehensive selection of baseball, football, softball and cheerleading equipment at an affordable price. In the 20+ years we've been in business, we've developed a reputation for our superior customer service. In a short amount of time, we have grown from a small baseball catalog into one of the Internet's top sporting goods retailers with our family websites and growing. We pride ourselves in our broad selection of sports equipment, which covers everything from baseball bats to football gloves and softball cleats to cheerleading uniforms. We carry gear from industry leading brands like Nike, Adidas, Reebok, Under Armour, DeMarini and Louisville Slugger. Just like the slogan says: Team Express is all about sports, all the time. Primary function:As a key member of our team, the Product Asset Specialist will gather, organize, edit, create and store product assets for online and print use. This position will report to the COO, and will be part of an asset production team. Responsibilities will include daily, weekly, and monthly maintenance of production data for the Internet Sales Channel that is critical to informing the customer on a timely basis. Data will consist primarily of product information, categorization, graphics and promotional content. Key responsibilities:•          Locate, organize and store product assets:o        Including, but not limited to: Product images, video, text copy, marketing materials, , promotion materials, categorization, maintenance, closeout, keywords and hygiene.•          General content editing, copy-writing for product information.•          Interact with marketing and merchandising to gather and deliver product assets.•          Develop productive cross-functional and effective relationships•          Be creative and introduce new ideas and concepts to projects and perform other creative duties as assigned. Why work at Team Express?Team Express welcomes potential employees who wish to work in a team-oriented, goal-driven atmosphere. We offer career opportunities in several different aspects of sporting goods retail, including marketing, merchandising, accounting, consumer sales, team sales, telephone sales (call center) and warehouse staffing. Ideal candidates for employment are self-motivated and hard-working. Many positions require a strong working knowledge of sports and sporting goods. BenefitsWe pride ourselves on our friendly, family-like work environment. Employment with Team Express includes the opportunity to interact with dynamic coworkers and members of the sports community. Employment at Team Express includes a comprehensive benefits package, including health, vision, dental and life insurance. Employees also receive a discount on Team Express purchases.

Lockbox Specialist

Details: There are multiple shifts being offered for these positions. Please include your shift preference along with your resume when you apply! Work Hours: - Monday- Friday 12pm- 8:30pm- Monday- Friday 7pm- 12am- Monday- Friday 2pm- 10:30pm- Saturday- Tuesday and Friday 2pm- 10:30pmJob Description:Enters alphanumeric data from paper-based, electronic and phone into a computer database. Records and verifies simple to moderately complex data. Corrects errors according to standard procedures. Processes transactions in one or more of the company's internal operations to support domestic and international consumer, commercial and wholesale bank businesses or services functions. Responsibilities may include: basic level reporting, call center support, reviewing and processing transactions for item processing, sorting using electronic or mechanical equipment, reconciling, statement rendering, MICR/image, float, lock box, remittance, ATM deposit, and performing other support operations functions as required. Maintains internal operational and financial controls and ensures they meet bank standards. Ensures quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers/clients. Intermediate level position performs routine and various item processing functions under moderate supervision within a process that has built-in checks and balances. Decisions have some impact on internal and external customer relationship.

Mortgage Application Support Analyst

Details: Responsibilities: Our client is seeking a Mortgage Application Support Analyst in Foothill Ranch, CA.Job Duties:Provides support to internal company personnelEffectively handles troubleshooting and investigating end-user reported concernsAssists in maintaining and configuration of Empower setupsMigration plans and documentationEmpower releaseTesting user account setupsSQL queried updatesMay develop related documentation and support testing and validation of changes

Grievance and Appeals Coordinator

Details: Job Responsibilities: Analyze and research cases, applying critical thinking, independent judgment, and business sense to make final determinations on appeals and provide comprehensive responses within regulatory timeframes. Responsible for handling & responding to customer issues involving sensitive or highly visible issues, such as organ transplants, and referrals received from the Office of Financial and Insurance Regulation (OFIR), News Media, Better Business Bureau, etc. Conduct managerial-level conferences (MLCs) with members/providers and their representatives. Troubleshoot and recommend/implement solutions evolving from appeal/MLC cases. Handle sensitive cases received from Legislative Offices and be a liaison to Governmental Affairs. Monitor the President's and Grievance hot-lines and respond to those complaints. Support Regulatory Affairs by providing information/answering case questions that will assist that area in defending company's position at hearings and external reviews conducted by the Insurance Commissioner. Attend Administrative Law Judge hearings, testifying as an expert witness. Assist the Office of the General Counsel in litigation cases and by testifying in court.

Treasury Management Officer I

Details: SUMMARY As a Treasury Management Officer I, you will be responsible for the sale of treasury management services as well as the maintenance of existing business within a geographic territory and/or segment as well as achieving exceptional levels of client satisfaction. You will be responsible for identifying segment/market industry trends and interpreting these trends into definable product issues/solutions. The Treasury Management Officers also leads the coaching and development of Business Bankers as well as Branch Managers, regarding Treasury Management services.In addition, you will be charged with implementing a regular calling program on all clients/qualified prospects to offer Treasury Management Services and Business Bank fee income products and services including: on-line banking, Wholesale and Retail Lockbox, positive pay, ACH processing, ARP and merchant services in order to maximize revenues. In addition, the Treasury Management Officer is responsible for identifying and referring qualified leads to Naples Capital Advisors, the Residential Mortgage Loan Department and the Commercial lenders.ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. • Conducts customer and prospect calls to produce revenue generating business for the Bank. Develops and maintains a prospect list on potential business relationships. Follow up on prospects on a continual basis• Calls on branches and small business clients• Works with supervisor, commercial bankers and local branches to obtain referrals and information to assist in calling efforts• Attends on joint calls with Commercial Loan Officers and Branch Managers• Prepares deposit and cash management documentation for closed sales• Communicates effectively with other Bank associates• Assists where needed to retain or develop new accounts for the Bank• Identifies other opportunities for the Bank and make referrals accordinglySUPERVISORY RESPONSIBILITIES NONECONTROL RELATED RESPONSIBILITIES Become knowledgeable regarding the department's internal controls as outlined in the policies and procedures and comply with all control requirements.COMPLIANCE Ability to comprehend and adhere to Federal and State banking regulations, Company policies and procedures, and successfully participate in regulatory and Company training requirements via multiple and variable delivery methods.

Systems Engineer

Details: Job Classification: Direct Hire The Systems Engineer is primarily responsible for corporate-wide systems and network backups, using enterprise grade hardware and software. Other responsibilities include, but are not limited to, the processing of escalated Helpdesk tickets and requests, maintenance of corporate datacenters, developing, organizing and maintaining documentation pertaining to the corporate Infrastructure, and providing overall assistance to the IT department as a whole.The Systems Engineer has a strong understanding of core Infrastructure technologies such as networking, backups, storage and servers. He or she also possesses a strong understanding of typical end-user applications and hardware for daily support purposes.The Systems Engineer is challenged to support a complex network Infrastructure that is rapidly changing to adapt to business needs and processes. Daily duties will include primary administration of EMC Networker, network backups, storage and replication, and server administration. Duties will also include administration and maintenance of both desktop and server virtualization environments.- Administration of EMC Networker for all network backups, restores and data protection. This includes, but is not limited to backup to disk, tape and off site replication.- Administration of EMC DataDomain Deduplication systems.- Administration of EMC SAN (VNX 5300) and NAS (VNXe 3300) storage systems.- Administration of VMware vSphere virtualization environment (server and desktop), including off-site replication.- Participate in the administration of XenDesktop VDI environment.- Maintenance of corporate datacenters and branch office equipment.- Create Infrastructure documentation, including network diagrams and inventories.- Provide support to other members of the Infrastructure team.- Troubleshoot and provide a fast response to resolve technical issues, including the use of product technical support to ensure timely problem resolution.- Demonstrate a commitment to cultivate and maintain an in-depth working knowledge of Infrastructure technology and industry best practices through effective self-directed study, participation in vendor seminars and product briefings (both web-cast and live events) as well as formal classroom based training when deemed appropriate and cost effective.- Inform management of potential service level problems before they occur and communicate solutions.- Direct self and the activity of others during the repair and testing of Infrastructure related items as required.- Schedule and prioritize work to accommodate IT and customer needs while minimizing impact on current operations.- Coordinate and oversee vendor installation and maintenance as applicable.- Capability to work independently, resourcefully and effectively in a complex environment is a critical requirement.- 3+ years of experience with EMC Networker, administering network backups and restores is a critical requirement.- 3+ years of experience with EMC DataDomain Deduplication systems.- 3+ years of experience with iSCSI storage (EMC CLARiiON, VNX, VNXe, Dell MD3200i).- 3+ years of experience with VMware vSphere installation, administration, troubleshooting and maintenance. Join TEKsystems® and get your career on the fast track. As the leading technology staffing and services firm, we are passionate about deploying high-caliber IT and communications expertise. To satisfy our constant need for expertise, we actively seek talented Technical Professionals with all levels of information technology and communications skills. TEKsystems knows that every professional has different needs, so we'll work together to determine a suitable benefits package. We offer options to our Technical Professionals that could include: a health plan, 401k, provisions for vacation and holiday pay, and technical and professional training. With a foundation as the nation's largest IT staffing firm, we've become a billion-dollar services company by blending superior client service with an unrivaled ability to source and manage talent to precise specifications, resulting in successful technology executions. Allegis Group and its subsidiaries are equal opportunity employers. M/F/D/V

Private Banker

Details: Private Banker First Western Trust Bank is currently seeking an experienced Private Banker to join their team in Scottsdale, AZ. About Us:First Western Trust Bank is working to be the best private bank for the Western wealth management client. Through a consultative, team-oriented approach we offer our clients sophisticated wealth management by providing solutions in private banking, retirement, investment management, trust, estates and wealth planning.  As a Private Banker at First Western Trust Bank, you will have the opportunity to be part of a growing company that needs driven, proactive associates.     Job Description  New Client Development – assist in meeting new business goals by helping to generate leads, follow-up on prospective clients and assist in developing a network of referral sources. Client Service – adopt the service standards of First Western Trust Bank and implement them through direct and indirect interaction with clients.   Banking Operations – execute all bank transactions including teller duties and new accounts. Team Member – support all activities performed by the office team including lending, deposits and investment management.  Job Responsibilities: Manage the front desk and daily administrative duties including greeting clients, opening and closing the office, answering phone calls and helping prepare for meetings.  Provide sales support for senior bankers.  Perform teller functions including cash handling, deposits and maintenance on client accounts. Open deposit accounts.  Perform ACH and wire transactions.  Enroll and assist clients with online banking. Serve as a proactive, knowledgeable resource for First Western's products and services. Other duties as assigned.

Mortgage Loan Underwriter

Details: National Bank Of Kansas City is looking for experienced Mortgage Loan Underwriters at our Overland Park, KS Branch.  We offer excellent compensation and a competitive benefits package.  Applicant must meet qualifications to be considered for the position.  A background screening including credit check will be required of the final candidate.  EOE M/F/D/V Summary Description Reviews and evaluates residential mortgage loans to ensure underwriting standards are met.  Approves or rejects loans within established guidelines.

Inventory Inspector

Details: DataScan Field Services (www.datascanfieldservices.com), a JM Family Company, is the largest floorplan inventory verification and vehicle inspection company in the industry. DataScan Field Services delivers best-in-class inventory verification and inspection solutions while leveraging its experience, scale, technological expertise, and “customer-first" attitude to produce exceptional results for its clients. DataScan Field Services has an immediate opening for an Inventory Inspector in the El Monte, CA area.JOB DESCRIPTION:Primary Function: This position is responsible for the physical verification and reconciliation of financed automotive inventory at dealerships. This is a home-based field position that requires the ability to work independently.

Asset Transactions Analyst

Details: Berkadia Commercial Mortgage LLC is one of the most prominent lenders in the commercial real estate industry and a highly rated special, master and primary servicer managing a portfolio of more than $207 billion as of September, 2012. As a correspondent for insurance companies and other institutional lenders and a leading approved lender for Fannie Mae, Freddie Mac and HUD/FHA, Berkadia offers clients access to capital for the acquisition, construction, rehabilitation or refinance of commercial real estate properties.Coming to work at Berkadia will put you on a path of career growth and success with a leading real estate financial company.  You will have an opportunity to work with highly talented people within our real estate origination and loan servicing areas.  A career with Berkadia will provide you will new challenges and possibilities to prosper in a dynamic organization. You’ll find a company committed to promoting an open, fair and participatory environment — your contributions will be sought and welcomed as a team member focused on meeting and exceeding customers’ needs.Responsibilities-Prepare loan assumption underwriting memorandums for presentation to senior management.-Prepare partial release presentations.-Prepare underwriting analyses for collateral releases related to property performance achievement.-Prepare analyses and recommendations for other post-closing borrower requests including, but not limited to, property management changes, easements and commercial lease reviews.-Complete administrative duties related to closing of the various borrower request transactions, such duties may include, but not be limited to, coordinating fund wires, updating transactions pipeline, preparing closing document files for imaging, etc.

Specialty Banker

Details: GENERAL FUNCTION of a Specialty Banker:  Independently performs customer services, including opening new accounts, establishing direct deposit accounts, opening retirement accounts, and assisting customers with queries concerning financial institution services. In addition, performs financial and service transactions for customers utilizing a teller drawer. DUTIES AND RESPONSIBILITIES of a Specialty Banker: Conducts both Teller and Relationship Specialist responsibilities Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into computer records.  Balances cash drawer at the end of the shift and verifies that the totaled amount agrees to computer-generated proof sheet. Cashes checks from a variety of accounts upon proper verification. Provides a complete range of customer services at the financial institution, including opening new accounts, explaining available financial institution products and services, and gathering customer information to process new and existing accounts while also performing required maintenance on customer accounts. Proactively prospects for new business. Actively refers loan services to appropriate financial institution specialists. Follows policies and procedures related to retail areas. Demonstrate professionalism in appearance, punctuality, attitude, and grammar. Maintain a clean, organized work area.  Ensure client satisfaction by responding promptly to customer inquiries and/or issues. Adhere to confidentiality policy, code of ethics and follow all policies and procedures relative to Consumer Compliance laws and regulations and best practice recommendations SUPERVISORY RESPONSIBILITIES for a Specialty Banker:  None

Teller Services Representative I -Part Time

Details: As a Teller Services Representative I your primary responsibility is to make clients feel welcome to conduct business with First Commonwealth and represent the bank in a prompt, positive, professional, precise and personal manner.  You will be responsible for developing sales leads by focusing on connecting with and identifying clients’ individual service and product needs.  This includes referring clients to other sales staff to further Profile, Counsel, and Advance the sales.  Teller Services Representatives are required to maintain a current knowledge of First Commonwealth products and services to promote the ability to connect with and refer products to clients.Each day, you will service clients’ banking needs by processing a variety of banking transaction, including:• Accepting cash/checks for deposit, verifying amounts, endorsements and negotiability• Cashing checks/withdrawals, while complying with assigned limits, and bank policies and procedures• Processing payments for various loans, consignment items, and utilities• Collecting fees as appropriate to generate income• Addressing Client Service issues and/or referring clients to the appropriate staff memberTeller Services Representatives balance a teller window daily, reconcile out of balance conditions, and report all teller differences to the Teller Services Supervisor.Regional Teller Services Representatives will be responsible for traveling throughout an assigned region.

LIS specialist

Details: Job Classification: Contract 1st Shift - 8:30 - 5Must have LIS system experience.Sorting and packaging Disclosure packages. Strong attention to detail needed.After being trained in and comfortable with the statements you will be working in the LIS system to create Express Mail shipping labels for each package we send out. Again strong attention to detail is needed. Must also have computer skills in typing and 10-key. Join Aerotek Professional Services&#174. 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.

Title Processor

Details: Job Classification: Contract A client, a title company in the local area is looking for 1 Senior level processor to sit in their Severna Park branch and then 1 Junior to mid level processor to sit in their Columbia branch. -The Junior level processor is someone who has 1-2 years experience-The Senior level processor needs to have 3-5 years of experience-Softpro experience is a key Join Aerotek Professional Services&#174. 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.

Real Estate Residential Title Searcher

Details: SetPoint Consultants is a national recruitment firm specializing in the Title, Mortgage, Legal and Banking industries. We have a client in the West Palm Beach area that is looking for several experienced Title Searchers for an upcoming project. Candidates must have 1-2 years of current Title Search/Title Examining experience. Salary is negotiable. Below is a brief job description. If you are interested please submit your resume for immediate review. The Title Searcher will search public and private records an indices to compile list of legal instruments pertaining to property titles such as mortgages, deeds, and assessments, for insurance, real estate, or tax purposes. Florida Title Search experience is required.  -Candidate will read search request to ascertain type of title evidence required, and to obtain legal description of property names of involved parties. -Compares legal description of property with legal description contained in records and indices, to verify such factors as deed of ownership, tax code and parcel number, and description of property's boundaries. -Requisitions maps or drawings delineating property from company title plant, count surveyor, or assessor's office. -Compiles list of transactions pertaining to property, using legal description or name of owner to search lot books, geographic and general indices, or assessor's rolls. -Compiles information and documents required for title binder. -Investigates whether delinquent taxes are due on land involved in agreements. We look forward to hearing from you soon.

Loan Processors

Details: Job Classification: Direct Hire Our client in the Ellicott City, MD area is looking for a processor with 3-5 years of experience. This is a mid level processor. Needs conventional processing experience, FHA and VA is a plus. Pipeline is going to be about 20-30 loans per month probably around 25.There is a bonus incentive per loan processed as well as paid overtime Join Aerotek Professional Services&#174. 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.

Saturday, April 27, 2013

( Private Banker IV ) ( BRANCH ASSOCIATE/TELLER - WEST UNIVERSITY - 40 HOURS ) ( BRANCH ASSOCIATE/TELLER - MERCEDES - 40 HOURS ) ( BRANCH ASSOCIATE/TELLER - MISSION MAIN - 20 HOURS ) ( BRANCH ASSOCIATE (TELLER) - PART TIME - CHAMPIONS ) ( BRANCH ASSOCIATE (TELLER) - PART TIME - TOMBALL ) ( BRANCH ASSOCIATE (TELLER) - CORPUS CHRISTI - SHORELINE ) ( Branch Associate - TELLER - CANDELARIA ) ( BRANCH ASSOCIATE - (TELLER) PART TIME - THE WOODLANDS - STERLING RIDGE ) ( Teller Services Rep ) ( ERP Financials Team Lead ) ( Java Developer - Stock Loan ) ( Float Customer Service Representative/Teller ) ( Loan Processor Specialist ) ( AVP - Project Management ) ( Medical Billing Specialist ) ( Senior Financial Operations Analyst ) ( Actuarial Analyst ) ( Senior Revenue Accountant ) ( Financial Analyst - Retail / Stores )


Private Banker IV

Details: ResponsibilitiesEffectively manages a portfolio of our largest most complex client relationships; provides outstanding leadership in revenue and sales production (Loans and Deposits over $200 million), compliance withWealth Management Group policies, developing effective and efficient Wealth Management Group Processes and mentoring lower level Private Bankers. Provide quality service to customers and assigned relationships in accordance with client service standards and Compass Bank policies.Maintains and grows a portfolio of clients which generate revenues (minimum of $1.7 million) and aprofit to the Bank.  Will migrate clients who do not meet the profile of the Private Bank or PrivateClient Services Group to the appropriate channel Build and maintain book of business by:Helping clients define their financial goals and objectives.Analyzing client’s current financial resources and financial position.Identifying appropriate Compass products and services to help clients attain their objectives.Ensuring clients are introduced and partnered with appropriate Compass specialists inside and outside of Wealth Management.Obtain client referrals and additional assets.Meet all contact, referral and service standards. Supports the Wealth Management Credit Center.Strictly complies with service and call standard requirements.Ensure compliance with all document provisions, tax and fiduciary laws, policies and procedures,working with PMs to determine or confirm investment objective, asset allocation and establishinvestment policy.  Exhibit comprehensive knowledge of benefits and features of all Compass productsand services as well as extensive knowledge of wealth/asset management issues relative to HNW clients.Assist in the growth and development of the WM team by instructing, modeling and reproducing his/her skill sets in others.Helps develop effective and efficient WM and Bank processes and procedures.Participates in WM and other task forces as appropriate.Be recognized as leading professional in a community in which the person works as well as a leader with WM and the state bank in which the RM/Partner resides.  Must be involved in at least one non-profit organization preferably at a board level.

BRANCH ASSOCIATE/TELLER - WEST UNIVERSITY - 40 HOURS

Details: ResponsibilitiesDeliver an exceptional customer experience while uncovering sales referral opportunities. SurpassCustomer Experience score goals set by management. Perform a variety of duties involving paying out,balancing and receiving transactions within assigned delegated authorities. Responsible for handlingcash, deposit transaction and daily work balancing. Work together with the other branch associatesbehind the branch associate line. Participate in all the banking center sales and service activities.Support the branch team by achieving referral goals and participating in targeted sales campaigns.

BRANCH ASSOCIATE/TELLER - MERCEDES - 40 HOURS

Details: ResponsibilitiesDeliver an exceptional customer experience while uncovering sales referral opportunities. SurpassCustomer Experience score goals set by management. Perform a variety of duties involving paying out,balancing and receiving transactions within assigned delegated authorities. Responsible for handlingcash, deposit transaction and daily work balancing. Work together with the other branch associatesbehind the branch associate line. Participate in all the banking center sales and service activities.Support the branch team by achieving referral goals and participating in targeted sales campaigns.

BRANCH ASSOCIATE/TELLER - MISSION MAIN - 20 HOURS

Details: ResponsibilitiesDeliver an exceptional customer experience while uncovering sales referral opportunities. SurpassCustomer Experience score goals set by management. Perform a variety of duties involving paying out,balancing and receiving transactions within assigned delegated authorities. Responsible for handlingcash, deposit transaction and daily work balancing. Work together with the other branch associatesbehind the branch associate line. Participate in all the banking center sales and service activities.Support the branch team by achieving referral goals and participating in targeted sales campaigns.

BRANCH ASSOCIATE (TELLER) - PART TIME - CHAMPIONS

Details: ResponsibilitiesPart Time - 30 hrs.Deliver an exceptional customer experience while uncovering sales referral opportunities. Surpass Customer Experience score goals set by management. Perform a variety of duties involving paying out, balancing and receiving transactions within assigned delegated authorities. Responsible for handling cash, deposit transaction and daily work balancing. Work together with the other branch associates behind the branch associate line. Participate in all the banking center sales and service activities. Support the branch team by achieving referral goals and participating in targeted sales campaigns.

BRANCH ASSOCIATE (TELLER) - PART TIME - TOMBALL

Details: ResponsibilitiesPart Time - 20 hrs.Deliver an exceptional customer experience while uncovering sales referral opportunities. Surpass Customer Experience score goals set by management. Perform a variety of duties involving paying out, balancing and receiving transactions within assigned delegated authorities. Responsible for handling cash, deposit transaction and daily work balancing. Work together with the other branch associates behind the branch associate line. Participate in all the banking center sales and service activities. Support the branch team by achieving referral goals and participating in targeted sales campaigns.

BRANCH ASSOCIATE (TELLER) - CORPUS CHRISTI - SHORELINE

Details: ResponsibilitiesBilingual Spanish/English Skills PreferredDeliver an exceptional customer experience while uncovering sales referral opportunities. Surpass Customer Experience score goals set by management. Perform a variety of duties involving paying out, balancing and receiving transactions within assigned delegated authorities. Responsible for handling cash, deposit transaction and daily work balancing. Work together with the other branch associates behind the branch associate line. Participate in all the banking center sales and service activities. Support the branch team by achieving referral goals and participating in targeted sales campaigns.

Branch Associate - TELLER - CANDELARIA

Details: ResponsibilitiesDeliver an exceptional customer experience while uncovering sales referral opportunities. SurpassCustomer Experience score goals set by management. Perform a variety of duties involving paying out,balancing and receiving transactions within assigned delegated authorities. Responsible for handlingcash, deposit transaction and daily work balancing. Work together with the other branch associatesbehind the branch associate line. Participate in all the banking center sales and service activities.Support the branch team by achieving referral goals and participating in targeted sales campaigns.

BRANCH ASSOCIATE - (TELLER) PART TIME - THE WOODLANDS - STERLING RIDGE

Details: ResponsibilitiesBilingual Spanish/English Skills Preferred.  Part Time - 20 hrs.Deliver an exceptional customer experience while uncovering sales referral opportunities. Surpass Customer Experience score goals set by management. Perform a variety of duties involving paying out, balancing and receiving transactions within assigned delegated authorities. Responsible for handling cash, deposit transaction and daily work balancing. Work together with the other branch associates behind the branch associate line. Participate in all the banking center sales and service activities. Support the branch team by achieving referral goals and participating in targeted sales campaigns.

Teller Services Rep

Details: As a Teller Services Representative I your primary responsibility is to make clients feel welcome to conduct business with First Commonwealth and represent the bank in a prompt, positive, professional, precise and personal manner.  You will be responsible for developing sales leads by focusing on connecting with and identifying clients’ individual service and product needs.  This includes referring clients to other sales staff to further Profile, Counsel, and Advance the sales.  Teller Services Representatives are required to maintain a current knowledge of First Commonwealth products and services to promote the ability to connect with and refer products to clients.Each day, you will service clients’ banking needs by processing a variety of banking transaction, including:• Accepting cash/checks for deposit, verifying amounts, endorsements and negotiability• Cashing checks/withdrawals, while complying with assigned limits, and bank policies and procedures• Processing payments for various loans, consignment items, and utilities• Collecting fees as appropriate to generate income• Addressing Client Service issues and/or referring clients to the appropriate staff memberTeller Services Representatives balance a teller window daily, reconcile out of balance conditions, and report all teller differences to the Teller Services Supervisor.Regional Teller Services Representatives will be responsible for traveling throughout an assigned region.

ERP Financials Team Lead

Details: Identity and Access Management HCM INTEGRATION SPECIALIST Responsibilities: IAM experience is the driver here; with an understanding of the core HCM data. Contribute to in the entire implementation process. Drive definition of improvements based on business need and architectural improvements. Responsible for overall integration design, build and test, root cause analysis, and advanced performance tuning complex business processes and functionality. Consult with users to identify current operating procedures, document and detail process gaps. Design, build, test and maintain enablers of business processes for access management, including technology and process solutions with a focus on medium to high complexity, multiple large application business processes and/or business relationships. Manage requirements, development and review of security related integrations, conversions, reports for Access and Identity Management. Understanding of user roles, role based access and segregation of duties concepts. Document core IAM business processes and establish best practices. Document the business requirements and system processes in IAM Access System. (Process decomposition experience will count.) Co-ordination with Customer/offshore/other teams as and when neede. Knowledge/Experience: Bachelor's or equiv. exp. 5+ years of related experience. Required: Advanced knowledge of requirements gathering techniques, project management, and ERP application or systems development methodologies. Strong configuration and design skills. Advanced SQL query and data analysis/reporting experience. Preferred: Act as a subject matter expert for the Identity and Access Management integration to Workday HCMS, regarding business area content, processes and procedures. Experience in documenting current and future state process flows, eliciting and documenting system change requirements, identifying and evaluating alternative solutions, and taking requirements from functional to design. Prior hands on experience with integrating HRIS with Identity and Access Management configurations. Experience with modules such as Core HCM, Provisioning engines and IAM. Development team experience with Integrations. Report development is a strong plus. Integration experience with vendor HR ERP systems will be considered (e.g. PeopleSoft, SAP, Oracle, JDE, Lawson etc). Must work from a security and IAM perspective. Will be expected to write documentation to describe program development, logic, coding, and corrections. Write run books to describe installation and operating procedures. Bachelor s degree and 10+ years progressive work related experience with demonstrated proficiency in multiple disciplines/processes related to the position or an equivalent combination of education and work related experience. Senior Level knowledge and experience with ERP financial application package software such as PEOPLESOFT or ORACLE. Solid experience as a Team Lead providing team leadership to less experience developers and serving as the point for all top level technical issues. Provides direction in the development and maintenance of application programs as well as participates in various phases of the development cycle. Ensures development adheres to performance optimization, interoperability standards and requirements, and compliance with IT governance. DUTIES AND RESPONSIBILITIES: Acts as liaison to clients on highly technical and most complex project requests and serves as a technical advisor to other team members. Designs and engineers systems, provides complex and unique customization of systems development. Provides integration support for all project work and as necessary to meet business needs. Experis is an Equal Opportunity Employer (EOE/AA)

Java Developer - Stock Loan

Details: Genesis10 is currently seeking a Java Developer – Stock Loan for a permanent position working with a leading international financial services client in Jersey City, NJ.Description:As a member of the securities lending technology team this person needs to be very familiar with the Java J2EE development environment, MQ tools as well as having a deep understanding of sybase database and middleware technologies.As a front office technology team, our client has more demands from Securities Lending desk and Funding Desk based on their client needs, so the pressure is high .This person must have strong technical design skills and be familiar with OO design concepts and design patterns.This person will be required to design and implement application data models using Sybase Server along with performing code reviews and enforcing technical architecture standards. You will be expected to code the application framework and architecture to ensure that the development team understands how to use these concepts.

Float Customer Service Representative/Teller

Details: Responsible for assisting existing and potential customers with a variety of banking needs and other transactions. Respond, recommend and sell products and services to meet customer needs, set up new accounts and direct/refer customers to the appropriate team members. Ensure confidentiality of customer information. Assist with teller functions as needed. Understand the policies and procedures as they relate to processing teller transactions and balancing a teller drawer. Complies with Bank Secrecy Act rules, regulations and training requirements, and other regulations as warranted for the position. Must be flexible with scheduling and possess the ability to respond to and support the needs of the branch network. Must possess strong customer service and interpersonal skills. Must be able to work in a fast-paced environment, with the ability to interact in a positive and professional manner with customers, coworkers and management. Six months to two years of similar or related experience.Location: Montgomery County Maryland, and Washington, DC

Loan Processor Specialist

Details: Create, develop, present and put in place proposals for new and enhanced product and service offers aligned with Bank objectives and business strategies and implement and track said plan.Develop marketing plan and business case and obtain buy-in from upper management and key Bank units.Be responsible for the development, quality control, and interpretation of deliverables such as periodic tracking reports to track product and customer growth, financial impact, campaign results and sales strategies.Expertise in quantitative research (web, phone and mail) and qualitative research (in person/online focus groups and in-depth interviews), including survey design, data and response analysis and interpretation, report writing, present findings and recommendations.Interpret customer data providing insight to all relevant stakeholders, and helping stimulate and accelerate the Bank’s continued transformation to a more customer-centric organization.Demonstrated ability to handle large, complex and dispersed databases, merging of data sets, and various data manipulation effortsCreate and automate various ongoing reporting and monitoring efforts.Develop customer metric, campaign tracking dashboards and key performance indicators.Strong project and time management skills.Develop project plans and coordinate with other bank departments all steps through launch. Successfully include department’s feedback while complying with company policies, procedures and any regulatory laws while driving an effort that has the customer experience and market trends as its driver.Possesses the ability to understand financial metrics and apply them towards marketing plans.Ability to provide accurate and timely delivery of requested work.Manage project tasks, timelines and deliverables related to analytics and campaigns.Well-developed knowledge of a wide range of custom market research methodologies and techniques especially in the area of customer satisfaction/loyalty research, brand awareness/usage and new product developmentDemonstrated self-motivation, resourcefulness, initiative, and delivery of consistent follow-through.Ability to successfully present customer insights and project findings to upper management in a way that establishes rapport, persuades others, and gains understanding.Sponsor the optimization of in-life product and services performance.Liaise with business managers and senior management to ensure joined up thinking and alignment in products and services development and influence the decision makers.Build and maintain strong relationships with internal departments and business units to maintain a broad understanding of wider business issues and align needs against product development and operational activities.Develop product pricing models.Evaluate product efficiency, terms, conditions and profitability. Propose enhancements to improve product efficiency.Participate in the development of products and services strategic agendas in conjunction with the business units, to define sales plans and goals, assess profitability and risk, channels, processes, target markets, in addition to contributing in the development of the business units’ objectives and their short and long term strategies.Assist the area’s Manager in the implementation and monitoring of department’s budget.Mentor Marketing Intelligence Analysts IResponsible for handling special projects as directed by the area’s Manager.Responsible for supporting ad-hoc project requirements of the area’s Manager.Other duties as assigned.

AVP - Project Management

Details: Moody"s Investors Service is among the world"s most respected, widely utilized sources for credit ratings, research and risk analysis. In addition to our core ratings business, Moody"s publishes market-leading credit opinions, deal research and commentary that reach more than 3,000 institutions and 22,000 subscribers around the globe. This position represents a key leadership role in the delivery of IT projects and programs that are critical to the execution of corporate business strategies and achievement of company objectives. These initiatives are cross enterprise and global in reach. The Project Manager will work to integrate enterprise resources by assessing challenges, analyzing gaps, and finding solutions that align people, process and technology to deliver expected results. The Project Manager acts in a hands-on capacity responsible to drive day-to-day project activities and operations.Key Responsibilities====================Manage project teams responsible for the delivery of multiple complex projects and programs which are broad in scope, interdependent, high risk, high impact, have medium to long term implementation time frames and are cross functional. Project teams typically include onshore, offshore, internal, external and managed services resources. Actively demonstrate abilities as a 'Self Starter, 'In Charge' 'Thought Leader' & 'Mentor/Coach' who is proactive in seeking opportunities to serve in leadership roles, even outside of direct area of responsibility. Consistently demonstrate MIT (Moody's Information Technology) values, especially in the area of leadership within assigned project(s) and organizational team. Apply expertise across the complete project lifecycle, lead project sessions such as estimation, requirements, scheduling/planning within an iterative development (RUP, Agile) framework. Lend broad and deep credibility during discussions because of past experience. Serve as mentor/coach to others on the team in this capacity. Ensure readiness for change across business by ensuring effectiveness of change management programs that will result in the early adoption of the new solution and business processes. Collaborate with key stakeholders to champion the change throughout the organization, incorporate lessons learned into future projects to ensure desired results. Strengthen relationships across business by engaging business leaders to establish credibility, solve problems, build consensus and achieve objectives. Leverage business relationship management skills and the ability to understand and anticipate the needs of the respective business stakeholders. Utilize negotiation skills to drive project team and executives to make decisions in a timely manner in order to deliver project as to agreed scope, schedule and budget. Partner with corporate planning to track project/program budgets at a detailed level. Lead and drive issue resolution, risk identification and mitigation, change and dependency management. Encourage the active use of a strong risk management framework with the project teams and stakeholders. Provide well crafted MIT governance communication vehicles on time with accuracy and completeness such as resource management reports, IT Executive Council, Board of Directors status, and various status reports utilizing MS Office tools suite and project /portfolio management solution. Ensure all communications are audience appropriate. Set the direction for the project team. Ensure respectful communications by creating an atmosphere of collaboration and iterative improvements, inspiring people and teamwork, and welcoming change by team engagement of planning and problem solving. Be conscious of team behavior and contribute constructive feedback to line managers for annual Performance Evaluation. Lead by example and build a reputation as a pragmatic problem solver who collaborates in a constructive manner to create iterative improvements for operational efficiencies within the position, project team(s), and across the broader IT organization. Enable decision-making by effectively analyze business drivers and constraints, and present alternative solutions to address problems and opportunities Demonstrate commitment to and ensure team adherence to MIT Enterprise Project Governance model and project data integrity as defined within the MIT Investment Framework including; PDLC (estimating, purchasing, planning, scheduling, execution, risk management, quality & process control, change management), timely submission of project artifacts and deliverables including successful passing of project audits including PPQA, internal controls and SOX controls as well as accurate and timely submission of team labor in resource management systems. Actively participate in advancing and maturing the project management team's capabilities, ensuring continuous improvement across discipline. Map, measure and improve the underlying processes to ensure effectiveness and efficiency. Implement corrective action plans, as needed. Research best practices within and outside the organization to establish benchmark data, and use continuous process improvement disciplines to achieve results. Develop knowledge of corporate strategy and business activities and contribute to the development of MIS (Moody?s Investors Service) business strategy; develop strategies for initiatives to strengthen and grow the core business.Job-Specific Authority and Scope================================Generally works without consulting their manager. Independent decisions are made daily. Typically has a global geographic focus. Matrix manages project team(s), Associate Project Manager(s), Project Manager(s) depending on the projects assigned. Promotes cross-functional interaction within the project team(s) including; MIT, external vendors, consultants, business executives, end users and other MCO departments or organizations. Directly responsible to MIT Executive / Manager in charge of project. Directly responsible to Organizational Manager. Will have responsibilities on the Organizational team outside of the assigned project. Promotes interaction with members of the Organizational team.Minimum Education===================Bachelor's Degree in computer science, finance/accounting or related field.PMP Certification is desirable.Work Experience===============Typically 10 years or more of continuous improvement experience, including global IT project management, process re-engineering, quality management, financial management, business analysis, change management preferably in the financial sector. Proven experience and record of leading large transformation or improvement efforts with budgets of approximately $5M-$10M+ USD. 3 years experience in strategic business planning preferred. Prior experience in credit ratings process preferred Resumes submitted in Microsoft Word format are preferred. Thank you for taking the time to express your interest in employment opportunities with Moody"s Investors Service.

Medical Billing Specialist

Details:

Endocrinology, Diabetes & Longevity Center of Arizona is an adult endocrinology practice located in Scottsdale, Arizona.  We are currently seeking a Medical Billing Specialist to join our team.  We are interested in individuals that have top-notch skills, demonstrate enthusiasm for their work, are goal oriented, have the ability to work well with others, have good follow through and the desire to work for a progressive, reputable company.

GENERAL DESCRIPTION::


This position will be involved in all aspects of the daily billing functions for the specialty practice
.

 


ESSENTIAL DUTIES AND RESPONSIBILITES:


  • Works with front office staff to ensure accurate patient data collection and patient payment  collections
  • Confirms patient insurance information is verified prior to appointment.
  • Confirms patient data is accurate and complete prior to claim submission.
  • Reviews ICD & CPT coding for accuracy per payer contracts.
  • Reviews all claims for completeness within designated timeframe.
  • Processes all incoming payments from all sources on a daily basis.
  • Manages patient payment plans and follows up as needed for compliance to plan.
  • Prepares, reviews and sends out patient statements.

Senior Financial Operations Analyst

Details: Job Summary:
The Financial Operations Analyst will be part of the Product Operations team responsible for the financial analyses, cost estimates, scenario analyses and alternatives analysis on a wide range of tactical and strategic initiatives across all business units inside of Williams Interactive.  The Analyst carries out benefit determination for business cases, analyzes performance trends, and models complex business decisions to proactively guide and support respective financial success utilizing computer assisted analytical and forecasting techniques.  This position provides support to all levels of management, making portfolio investment recommendations based on high-level analytical expertise, latest trends in industry business practices, products and competition.

Essential Job Functions:

  • Develop strong working relationships with the principal business stakeholders and acquire an intimate knowledge of Williams Interactive Product Development and financial processes.
  • Prepares financial models, projections and scenario analysis
  • Work in tandem with the business group's senior management team to determine revenue and expense drivers and trends
  • Assist Business Owners by designing models to support pricing scenarios for new products including an evaluation of current customer market and competitive dynamics
  • Work with finance key work partners to prepare and present profit and loss statements for a product, including pro-forma and historical
  • Update existing models and build new models (resource models, capacity models, cost models, benefit determination) utilizing business knowledge acquired
  • Produce and analyze financial reports, i.e. variance analysis, staffing analysis, corporate reporting of Budget/Actual, financial metric reporting
  • Perform special studies, develop reports and recommendations and participate in the analysis of corporate projects and programs
  • Serve as liaison between Product Management, Product Operations and HR for headcount analysis and ad hoc scenario planning or requests

Actuarial Analyst

Details:

About The Company

Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions. With a strong focus on four core business areas - life insurance, annuities, retirement plan services, and group protection - our business is built around supporting, preserving, and enhancing our customer's lifestyles and providing better retirement outcomes. Led by over 8,000 employees, Lincoln Financial provides the tools and advice to help individuals take charge of their futures.

The Role

The Actuarial Analyst plays an integral role in the pricing and implementation of new individual life products.  The Actuarial Development Student (ADP) will participate in the design, modeling, and rate development for new products and then work with IT and Quality Assurance to ensure that the products function correctly on the LFG administrative systems.  Through interaction with both distribution partners as well as risk management areas, the student will help his or her team deliver products to the marketplace that meet corporate profitability standards and provide compelling value to policyholders.

Responsibilities

Modeling

•         Builds models in ALFA to price new products and manipulates models to test various scenarios, sensitivities, and sales opportunities

•         Develop a thorough understanding of model assumptions, product mechanics, and reserving/financial regulations in order to validate each component of model output

•         Develop tools in order to facilitate rate development, loading of rates into ALFA, and analysis of profitability using ALFA output

Pricing Analysis and Coordination

•         Coordinates with various areas of the company (risk management, experience studies, data metrics, information technology, competitive intelligence, etc.) to develop model assumptions and product specifications

•         Clearly and consistently, document steps used in pricing process and results obtained.

•         Provide support in developing and delivering presentations of pricing results to risk management teams

Administration/Illustration/Filing Support

•         Develops, expands, and maintains actuarial spreadsheets used to test product functionality on administrative and illustration systems

•         Works closely with Product Analyst and partners in IT and QA to communicate product features and specs, design testing plans, and resolve defects uncovered in the testing process

•          Assists in delivering exhibits, memoranda, and data for state filing approval

Product Design and Positioning

•         Gains exposure to working with distribution partners and marketing areas

•         Solicits input from distribution partners, presents preliminary findings and potential options during pricing process, and supports marketing teams in developing sales promotions


Senior Revenue Accountant

Details: Responsibilities: Our Waltham, MA client is adding a Senior Revenue Accountant to their staff.Job Description:The Senior Revenue Accountant role will have a high level of exposure to senior financial leadership within the company, as well as interact with many different departments. This role will have additional responsibilities including working with other members of the organization on complex accounting issues.Responsibilities:
  • Documentation and review of commercial sales contracts to support compliance with applicable authoritative literature
  • Preparation and review of annual VSOE studies
  • Responsible for the integrity and management of certain key controls
  • Provide Senior Management with financial reporting information and operational support
  • Participate in external audit activities and audit preparation
  • Adhere to accounting policies and procedures

Financial Analyst - Retail / Stores

Details: Responsibilities: A Kforce client, (retail store-based organization) located South of Boston, Massachusetts (MA) is seeking a Sr. Financial Analyst.Functions Include:
  • Develop productivity and profitability models to support business operations
  • Conduct market research; develop market share reports; and analyze results
  • Develop and maintain the financial forecasts
  • Update and interpret cash flow forecast on a weekly basis
  • Participate in the annual budget process by gathering, analyzing and compiling data used to create the annual plan
  • Prepare various store reports and analysis
  • Create models and analysis to assist executive management in evaluating major business opportunities / decisions
  • Support the process of creating and evaluating the business strategy