Meet with potential customers to determine the best loan program for their individual needs by analyzing income, assets, credit, and property Manage the loan pipeline with team members to meet company efficiency standards Communicate positively and professionally with operations staff throughout the process of the loan to ensure a smooth transaction Read and understand ra

Other job related information Working Conditions Climbing Rarely Concentrating Consistently Continous Learning Frequently Hearing Conversation Consistently Hearing Other Sounds Rarely Interpersonal Communication Consistently Kneeling Rarely Lifting Lifting 50+ Lbs Rarely Lifting 11 50 Lbs Rarely Pulling Rarely Pushing Rarely Reaching Occasionally Reading Consistently Sitt

Other job related information Working Conditions Climbing Rarely Concentrating Consistently Continous Learning Frequently Hearing Conversation Consistently Hearing Other Sounds Rarely Interpersonal Communication Consistently Kneeling Rarely Lifting Lifting 50+ Lbs Rarely Lifting 11 50 Lbs Rarely Pulling Rarely Pushing Rarely Reaching Occasionally Reading Consistently Sitt

The Controller will handle high level accounting, managerial accounting, and oversee the financial activities for Malema Engineering, part of PSG and Dover Corporation. The Controller will manage all aspects of accounting from payroll to tax compliance. This position will report to the Finance Director and will assist with the development of internal control policies, pro

Position Title Wealth Advisor II Location Houston, TX or The Woodlands, TX What The Role Is A Linscomb Wealth, Wealth Advisor II (WA II) is in the beginning stages of the client book building process, working closely with others from the firm's Wealth Advisory team to engage with existing and prospective clients. A WA I's primary focus is client book development, and they

Develops and maintains a set of frameworks and governance processes to guide the investment portfolio for RTS; partners with stakeholders to ensure these tools are accessible and user friendly and ensures adherence to the set guidelines. The frameworks are intended to guide Portfolio investment decision making Portfolio risk and dependency management Manages the portfolio

This role is responsible for developing, improving, and maintaining FP&A systems, reporting processes and data analytics and will be the subject matter expert for planning and reporting solutions in the Company. This position will drive the development of scalable reporting processes and analytics that provide business insights into metrics and trends, which are relevant

Engages and connects with customers, gathering customer information to acquire new relationships and grow/retain existing relationships while providing exceptional customer service to help resolve any questions or issues related to customer accounts or bank products and services. ESSENTIAL JOB FUNCTIONS Provides a complete range of customer services, including opening new

Resolves private banking deals related to products and services for internal and external clients; ensures compliance with current banking laws and regulations. Applies basic theories, skills, and practices to accomplish assignments. Job Description Reviews day to day execution of private banking deals to ensure quality and efficiency. Monitors private banking business pe

The Financial Planning and Analysis Analyst position plays a crucial role in supporting the business by providing financial and costing support, while also contributing to financial planning, budgeting, forecasting, and analysis. This role offers an opportunity to have a positive impact on financial performance and cost optimization. This will be a hybrid position. Duties

The associate is responsible for the duties and services that are of a support nature to the Revenue Cycle division of CHRISTUS Health. The associate ensures that all processes are performed in a timely and efficient manner. The primary purpose of this position is to ensure account resolution and reconciliation of outstanding balances for CHRISTUS Health patient accounts.

Perkins Coie Trust Company is seeking a qualified, dynamic individual to take on the role of the Investment Officer (IO) supporting the Investment team (the Chief Investment Officer (CIO) and Senior Investment Officers (SIOs) of Perkins Coie Trust Company) in all aspects of investment management and compliance including trade execution, investment research and analysis, p

Under the general supervision of the Director of Business and Financial Analysis/Interim Chief of Staff, and Interim Director of Risk Services/Director of Occupational Health, the Financial Support Specialist is a member of the University of California Santa Cruz, Risk Services office. The Financial Support Specialist provides support to all Risk Services programs and coo

This position is responsible for providing insights and recommendations to Senior Management into the performance of the business, significant trends, competitor analysis and key performance indicators and leading improvements to the overall financial planning and analysis function. What you will do in this role Develop accurate and detailed financial forecasts in coordin

Private Wealth Advisor Job Locations US MI Grand Rapids Category/Function Trust/Wealth Management Position Type Regular Full Time Requisition ID 2024 14695 Workplace Type On Site Overview Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trus