- Lincoln Financial (Philadelphia, PA)
- …of Financial Planning or comparable certification(s) or designations + Prior system experience with: Excel, Salesforce, and Teams + Bilingual Spanish/English ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Lincoln Financial (Radnor, PA)
- …for their assigned area(s) of responsibility. + Maintains internal control system to ensure SOX compliance. Recommends enhancements. + Prepares & communicates ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Lincoln Financial (Radnor, PA)
- …primary technical expert and liaison with the fund's financial printer and prospectus system . * Providing subject matter expertise on Form N-1A (prospectus and SAI ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Carrington (Coraopolis, PA)
- …Organizes and inputs loan information received into the company's Loan Origination System (LOS). + Maintains open files, orders appraisals, sends verifications, and ... as required to resolve outstanding issues. + Informs Account Executive, Broker , and/or borrower about discrepancies in title, appraisals, credit, employment, income… more
- Broadridge Financial Solutions (Pittsburgh, PA)
- …and balance multiple projects simultaneously. + Contract Lifecycle Management (CLM) System experience a plus. + Location in the Pittsburgh, Pennsylvania area ... delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge,… more
- Carrington (Coraopolis, PA)
- …Experience Underwriting Non Agency or Non QM Loans + Paperless Loan Origination System experience preferred. + DU and LP experience required. + Experience working in ... and more efficiently inside the operation. + Superior service levels offered to the broker as you're inside presence ensures every step of the loan process is… more
- Prime Therapeutics (Harrisburg, PA)
- …and actionable data and insights, aiding in pipeline development. + Leverages CRM system to develop visual aids for internal stakeholders in support of tracking ... relationships with vendors and select clients as needed. + Assists in broker /consultant and/or client meetings to provide market insights in support of client… more
- AIG (Philadelphia, PA)
- …and create cross selling opportunities for other Commercial products. + Work with broker to understand & negotiate the deal structure, terms, and AIG Services that ... to the underwriting staff and develop solutions to their issues/concerns ( system , guidelines, training, reports, new project request, product amendments). + Review… more
- Vylla Home (PA)
- …leads, assets and referrals + Free CRM and CMA tools, transaction management system , e-signatures and more + Customized training, live demos and more available 24/7 ... agent websites, marketing support, social media training and more + Face-to-face broker support and coaching - true mentorship + Dedicated resources from Vylla… more
- Lincoln Financial (Radnor, PA)
- …maintaining ETL jobs + Oracle SQL Server or other relational database systems + Microservice design (Service-Oriented Architecture) and RESTful web services/APIs + ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
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