- Raymond James Financial, Inc. (St. Louis, MO)
- What You'll Do (the role): Duties & Responsibilities: + Manage investor presentations, benefit schedules and other relevant investor communication through ... presentations for transactions + Lead negotiations with sponsor, sponsor legal counsel and investor legal counsel on commercial and tax deal points during the term… more
- Cardinal Health (Dublin, OH)
- …visibility and engagement with the segment CFO, Finance VPs, Enterprise FP&A teams, Investor Relations and SEC accounting + Works very closely with Director, FP&A ... the CEO, CFO, Board of Directors, and used for external guidance with Investor Relations + Finance partner to PSS Programs & Solutions portfolio, working directly… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …training. + Processes Unintentional Balloon Loans, notify customers according to investor requirements and process accordingly, refer to default as needed. + ... and the customer is monitored for discharge in accordance with the Act and investor requirements. + Perform manual rate changes for ARMs that have annual or… more
- PennyMac (Carrollton, TX)
- …responsible for underwriting agency, jumbo, and FHA loans to established company and investor guidelines. As the Senior Underwriter , you will complete reviews to ... ensure investor requirements have been met on all conforming loans...and documentation for accuracy and completeness + Ensure all Investor requirements met on FHA, VA and GSE loans,… more
- Robert Half Finance & Accounting (New York, NY)
- …executing wire transfers for mortgage funding via warehouse lines and direct investor channels. + Review and process check payments, coordinating approvals with the ... funding transactions at the loan level, ensuring accuracy across wire confirmations, investor settlements, and warehouse draws. + Prepare cash flow forecasts to… more
- PennyMac (Fort Worth, TX)
- …critical deadlines, monitoring payments and ensuring compliance with company policies, investor guidelines, and Federal Bankruptcy rules. This role involves handling ... are accurate, timely, and compliant with federal, state, and investor requirements. You will be a resource for ensuring...related field + In-depth knowledge of federal, state, and investor requirements related to bankruptcy + Proven ability to… more
- OneRail (Orlando, FL)
- …the CEO's complex calendar, including scheduling internal and external meetings, investor engagements, customer discussions, and travel. + Prioritize and coordinate ... flow. + Support internal and external communications, including executive updates, investor relations materials, and press or event coordination. + Foster strong… more
- Wellington (Boston, MA)
- …(Equity & Fixed Income Boutiques, Research, Solutions, Hedge Funds, Privates, and Investor Excellence) in seven locations (Boston, Hong Kong, London, Radnor, San ... cross-platform capability driving a product vision based on Investment Platform and investor needs. They will actively provide leadership in technology and business… more
- Wellington (Boston, MA)
- …oversight and annual audits, execution of capital calls and distributions, investor support, and contribution to cross-functional business initiatives. This role ... (eg, Fund Administrators, Auditors, Product Management, Private Investment Deal Teams, Investor Relations). The Fund Controller will report to the team's Manager… more
- Intuit (New York, NY)
- …sheet management framework. + Oversee the production of robust and transparent investor reports; review loan, credit, and performance data to ensure alignment with ... investor expectations. + Drive in-depth cash flow analysis to...to ensure loan performance meets internal risk standards and investor expectations. + Partner with cross-functional teams (including Credit… more