- CACI International (Rochester, NY)
- …to customer handoff. + Working closely with Marketing for marketing messaging, collateral , thought leadership and trade shows. + Developing sales tools and training ... to grow customer pipeline and sales. Support trade shows, customer demonstrations and sales presentations. + Evaluating make versus buy alternatives to develop portfolio offerings; aligned with Mastodon core competencies. + Working closely with bids, and… more
- Needham Bank (Bedford, NH)
- …relationship, including the history of the relationship, a review of financial data, collateral coverage, ability to service debt and the risks associated with the ... credit + Identify relationships requiring updated financial and related information, and prepare customer correspondence related to timely collection for ongoing monitoring + Review personal and business financial statements, tax returns and other pertinent… more
- University of Rochester (Rochester, NY)
- …treatment from patients' insurers, as indicated. + Collaborates with appropriate collateral contacts and provides linkages to community resources. Coordinates with ... other resources in the community and within SMH to ensure continuity of care for identified patients. Provides back-up as requested and able to other units/programs during the absence of certain co-workers. + Documents treatment in patient's electronic medical… more
- Woodforest National Bank (Dallas, TX)
- …collection of overdrafts, past due loans and tax collection and clearing loan collateral and credit exceptions. . Ensures timely resolution of Client service issues. ... Competencies Required: . Proficiency with Microsoft Office (Excel, Word, Outlook, SharePoint) and ability to navigate financial software applications (Mozart, Bancline) and related websites. . Excellent organizational skills with the ability to prioritize… more
- PenFed Credit Union (Boston, MA)
- …3rd party reports as necessary. + Evaluate borrower financial capacity, collateral quality, market dynamics, and overall creditworthiness. + Prepare detailed ... financial models to assess property and debt cash flows, loan sizing, pricing, debt metrics (Debt Yield, Debt Service Coverage, LTV), and sensitivity scenarios. + Prepare clear and comprehensive investment memos and recommendations for internal investment… more
- PLUS Communications (Arlington, VA)
- …for coalition building and local earned media efforts + Developing presentations, collateral materials, strategic plans and other reports + Tracking and monitoring ... campaign deliverables and serving as a project manager for key accounts + Serving as a liaison between PLUS' internal team, the client, other agency partners and external vendors This job may be for you, if you: + Have a knack with words and enjoy writing on a… more
- FREEMAN (Philadelphia, PA)
- …design and storytelling for presentations, executive communications, and sales/marketing collateral , ensuring alignment with brand and business objectives. + Ensure ... all content aligns with brand standards and clearly communicates the company's value, differentiation, and POV. **Leadership & Team Management** + Partner strategically with the executive team on high-impact internal and external initiatives to ensure a… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …that Fifth Third Bank has knowledge of the location and condition of the collateral . #Reviews and analyzes pay histories and customer records. # Ensures system is ... properly updated for monthly reporting. # Performs other duties as assigned by the management team. # Interacts with numerous internal departments to obtain information and complete research necessary for customer inquiries. # Assist internal departments with… more
- Wellington (Boston, MA)
- …spanning high yield bonds (Global and US), bank loans (including CLO collateral management), and convertibles. The Leveraged Credit team is highly collaborative and ... follows a fundamental approach to investing. Research Associates and Credit Analysts work alongside portfolio managers to invest on a variety of horizons. This individual will focus primarily on North American and/or global credits and will be responsible for… more
- US Tech Solutions (Coppell, TX)
- …US Banks and Broker/Dealer Lending Products, Deposit Products, Banking Services, Collateral Monitoring, Margin Operations and Vendor Management. The candidate would ... be responsible for completing day-to-day operational tasks related to the oversight of vendor services supporting the US Banks, including mortgage origination services. **Primary Responsibilities** - + Monitor and respond to appraisal escalation requests from… more