- Robert Half Accountemps (Worcester, MA)
- …for customer due diligence, enhanced due diligence, transaction monitoring, and investor verification. * Act as the primary liaison with regulators, providing ... regular risk assessments to identify vulnerabilities in loan products and investor activities. * Coordinate external audits of AML/BSA compliance and implement… more
- JPMorgan Chase (New York, NY)
- …process for both warehouse lending and capital markets transactions. + Create investor presentations and participate in roadshow activities, including investor ... meetings and calls. + Review and comment on legal documentation for warehouse lending and capital markets facilities. + Engage in portfolio management duties. **Required qualifications, capabilities, and skills** + Bachelor's degree in Economics, Finance,… more
- Robert Half Accountemps (Boise, ID)
- …proper setup, complete payment histories, and adherence to federal, state, and investor guidelines. * Analyze data related to escrow shortages, overages, delinquency ... preparation. * Ensure all servicing activities align with company policies, investor requirements, and regulatory standards. * Recommend process improvements to… more
- Intuit (Mountain View, CA)
- …portfolio of offerings across GBSG. As the primary liaison for Corporate Finance, Investor Relations, and BizOps, our team ensures alignment and clarity in financial ... our strategy to operational execution, delivering cohesive and actionable storylines for Investor Day, the Intuit Board of Directors, Senior Intuit Leadership, and… more
- KeyBank (Overland Park, KS)
- …matters. (There can be serious and substantial losses incurred by either the investor or KeyBank if insurance coverage is always not adequate and in force.) ... This is accomplished within the parameters of individual investor guides, Pooling and Servicing Agreements, applicable law and the mortgage documents. + The… more
- Broadview FCU (Albany, NY)
- …of all DDA Accounts including Payment Clearing, Escrow Clearing and all Investor Custodial Accounts. Communicate any discrepancies to Investor Accounting team. ... + Processing of all incoming mortgage payments and loan payoffs on date of receipt. + Maintain records of all loan payoffs to ensure Discharge of Mortgage is completed within 30 days. + Track & scan daily transit checks processed report for Mortgage Servicing… more
- Mayo Clinic (Rochester, MN)
- …contribute to the development of a network of industry, entrepreneurial and investor contacts to serve as a resource for business development and/or ... diagnostics ecosystems. They will design and lead engagement programs such as investor days, showcases, and roadshows to enhance Mayo's visibility and credibility,… more
- Santander US (New York, NY)
- …including the preparation of materials for launch, and supporting the response to investor questions. * Work directly with Capital Markets and the Coverage bankers ... including the preparation of materials for launch, and supporting the response to investor questions. * Support the Senior Banker in negotiations with private equity… more
- DePaul (Schenectady, NY)
- …will be responsible for preparing written summaries and corrections for all investor and state agency findings of non-compliance. Maintains and utilizes specified ... financial certifications and leasing efforts, recertification efforts, agency and investor reporting requirements, tenant and applicant communications, waitlist management,… more
- CBRE (Melville, NY)
- …Produce fund financial statements and other required financial information including investor commitments, asset accrual methodology, and output. + Perform detailed ... and position reconciliations and daily reconciliation of cash balances. + Prepare investor capital call and distribution notices. + Troubleshoot issues to ensure… more