- CBRE (Raleigh, NC)
- …Assist with managing the trust accounts for earnest monies. This includes processing deposits and issuing checks per local rules and requirements. + Obtain necessary ... verifications of contingencies to adhere to company revenue recognition policies. + Use existing procedures to solve straightforward problems while having a limited opportunity to exercise discretion. + Impact through clearly defined duties, methods, and tasks… more
- Truist (Charlotte, NC)
- …assigned area of responsibility. + Support monitoring and tracking of investments, loans, deposits , and long-term debt overall as well as focus on understanding the ... specific attributes of these products. + Support reporting and analysis to additional constituencies, including leadership and committees. **QUALIFICATIONS** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill… more
- VisionPoint Marketing (Raleigh, NC)
- …roadmaps; quantify impact using enrollment funnel metrics (inquiries, apps, admits, deposits , enrollments). + Monitor, measure, benchmark, analyze, and consult with ... our client services team and clients on their strategies and plans throughout project engagements to suggest pivots, reallocations, and investments as appropriate for each client partner's objectives. + In collaboration with teams across the agency, build… more
- Advancial (Charlotte, NC)
- …handles member's daily credit union needs. Performs routine transactions, including deposits , withdrawals, cash advances, loan payments, transfer and check cashing. ... Interviews loan applicants and processes applications. Gathers background information and analyzes credit history. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Include the following. Other duties may be assigned. + Cross-sells a wide array of credit union… more
- Huntington National Bank (Charlotte, NC)
- …client acquisition and cross-selling of applicable bank products including loans, deposits , capital markets, treasury management, and other services in all ... Huntington segments based on assigned goals. + Retains and deepens existing and new relationships by delivering compelling ideas and insights in concert with product partners. + Identifies and mitigates credit risks, makes recommendations on appropriate credit… more
- Benco Dental (Charlotte, NC)
- …including preparing and presenting quotes, documenting signed agreements, collecting deposits , and attending equipment installations + Partner with internal ... designers to offer office design services to prospective customers, evaluate plans and blueprints, and take measurements of facilities + Develop an in-depth understanding of equipment offerings in order to provide accurate and detailed information to… more
- Walgreens (High Point, NC)
- …not limited to register counts, withdraws from bank, armored car pickups, safe deposits , change orders and oversees all aspects of bookkeeping. + Supervises front ... end and pharmacy inventory, completing resets/revisions and price changes; analyzes front end and pharmacy inventory trends to create corrective action plans; trains/coaches team members to follow inventory standard operating procedures. + Ensures execution of… more
- Truist (Charlotte, NC)
- …sensitivity analyses. Assist Head of Corporate Funding in procuring/managing all wholesale deposits , short-term debt, and long-term debt of the bank, to obtain the ... lowest possible funding cost for the Bank. This includes, but not limited to managing funding mix to meet overall balance sheet objectives, manage term funding programs (eg, Global Bank Note, FHLB Advances, repurchase agreements, brokered sweep/CD programs)… more
- Robert Half Finance & Accounting (Raleigh, NC)
- …+ Monitor and report delinquencies or problem accounts. + Assist in processing deposits and optimizing cash flow. + Enter approved invoices into accounting software ... (Yardi experience is a plus). + Maintain updated records: rent rolls, budget comparisons, lease data. Monthly: + Reconcile bank accounts; report any discrepancies. + Track revenue and manage accounts receivable. + Coordinate collections with property managers.… more
- REEDS Jewelers (Raleigh, NC)
- …daily, weekly, and monthly reports, shipping and receiving, reconciliation, bank deposits , and ringing up store sales. Upon proven performance, additional ... responsibilities may be assigned by management, including becoming a key holder and opening and closing the store. The ideal candidate for this role will have retail and/or administrative experience, understand the organization needed in administrative duties… more