- Lincoln Financial (Richmond, VA)
- …this opportunity. **Requisition #:** 74763 **The Role at a Glance** The Analyst , Investment Accounting Operations will provide timely and accurate more complex ... and Tax basis. They will be responsible to perform more complex mortgage loan and limited partnership research, analysis, and proper accounting treatment of… more
- Truist (Richmond, VA)
- …cash flow statements and tax returns. 4. Provide evidence of strong communication, sales and negotiation skills and computer knowledge. 5. Detailed knowledge of real ... documents. 6. Ability to work independently with limited supervision. Must be SAFE ( Mortgage Licensing Act) compliant within 30 days of employment in this role,… more
- Truist (Richmond, VA)
- …and asset allocation objectives and policies. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's contact ... production and growth expectations within deposits, lending, risk management, planning, mortgage and investments. 6. In coordination with the Premier Region… more
- Truist (Salem, VA)
- …delivery of a broad range of retail solutions including banking, mortgage , planning, investments, and insurance services. Leverage the Truist referral network ... and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery… more