- Helen Ross McNabb Center (Knoxville, TN)
- …of the Family Crisis Center emergency domestic violence shelter. Provides direct client care as needed and rotates supervisor on-call for after-hour shelter ... services. Completes documentation and monthly/quarterly/annual reporting in accordance with funding requirements. Provides supervision and case consultation to… more
- Trust Counsel PL (Coral Gables, FL)
- …and service providers (CPAs, Financial Advisors, Insurance Providers) to receive supporting documentation . Prepare and file Form 709 for United States Gift Taxes for ... crucial. Proficiency in using drafting software like WealthDocs and Client Management Software such as Clio is a must....County, Florida, not a remote role due to frequent client visits. About Company Our name says it all.… more
- MASONICARE (Norwich, CT)
- …data in collaboration with the patient and/family as demonstrated by the documentation on the patient record. Performs the initial assessment of needs during ... all departmental policies. Designs music sessions for individuals and groups based on client needs. Provides basic and specialized teaching as required in the Plan… more
- Santander Holdings USA Inc (New York, NY)
- …Banking Underwriting & Portfolio Management Associate Check all associated application documentation thoroughly before clicking on the apply button at the bottom ... spread financials, perform projections unsupervised with deep understanding of the client * Participates in deal diligence process including identifying all key… more
- Hope Services (San Jose, CA)
- …Specialist - Description: The Case Management Specialist provides assessment, planning and documentation of Mental Health Services as defined in the Santa Clara ... resources. Case Management Specialist - Principle Responsibilities: 1. Assist client in obtaining and maintaining appropriate living situations.2. Performs crisis… more
- Heritage Bank (Portland, OR)
- …that acceptable credit standards are maintained, and loans and related documentation adhere to the Bank's policies, procedures, guidelines, and regulatory ... policy for risk grading methodology. Prepares independent analysis and supporting documentation for loan reviews. Prepares reports summarizing portfolio quality and… more
- Talkspace (Middletown, DE)
- …marketing budgets, and other expenses associated with private practice. Talkspace provides client referrals to you & handles insurance claim submission and billing ... of key details from previous sessions and accelerate session documentation by drafting progress notes after each session. Usage...encouraged but optional. And More! - Manage cases, write client notes, and schedule appointments all on the Talkspace… more
- Hope Services (San Jose, CA)
- …skills, and experience in the community. Travel with and/or transport client throughout the local community.4. Develop and expand consumer participation in ... on behalf of consumers served.6. Complete required forms and accountability documentation , incident reports, case recordings, IPPs and other required … more
- Usaa (Atascosa, TX)
- …to limit agency Errors & Omissions (E&O) exposure through proper documentation . Classifies members and/or non-members business and provide accurate risk management ... home state and multistate license within 90 days. High Net Worth/Private Client Experience and ability to handle sensitive information. Excellent communication and… more
- Midland States Bank (Joliet, IL)
- …of centers of influence. This position is often part of a team-based client services solution. Primary Accountabilities Actively calls on high value prospects and ... Bank and regulatory standards, policies and practices. Completes all sales activity documentation to provide a record for performance tracking and assist in… more
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