- Robert Half Finance & Accounting (Santa Ana, CA)
- …decision-making. * Analyze loan compliance and ensure proper accounting for loan amortizations and covenants. * Review tenant leases to ensure accurate ... commercial properties, including retail, office, and industrial spaces. * Prepare and review financial statements such as balance sheets, income statements, and cash… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …for a variety of delivery channels such as back office and front-line transactions review /approval, loan processing, new accounts, member issues review and ... goals when needed. Consistently and professionally interviews, processes and funds consumer loan requests as well as makes rational recommendations to the Consumer… more
- WSFS Bank (Philadelphia, PA)
- …High School diploma required, Bachelor's Degree a plus + Finance Agreement/ Loan Processing/Documentation review experience required + Strong interpersonal skills ... and ability to leverage relationship building skills + Excellent computer skills to include: MS Office, Word, Excel, PowerPoint + Proven ability to multi-task effectively in a fast paced, deadline-oriented sales environment + Ability to work independently with… more
- Citizens (Tampa, FL)
- …loans, investments, and service opportunities. + Partner with Commercial Banking to review loan pipelines and qualify community development loans. + Support ... diversity, equity, and inclusion strategies through inclusive programming and outreach. Administrative Market Duties + Prepare CRA exam documentation, including performance context and community needs assessments. + Complete market plans and bi-weekly… more
- Citizens (Glen Allen, VA)
- …including foreclosure, short sale, deed-in-lieu (DIL), and Real Estate Owned (REO). + Review loan documents, servicing notes, and timelines to ensure accuracy ... and completeness of claim packages. + Ensure compliance with investor/insurer guidelines and servicing timelines. + Communicate with internal departments (foreclosure, bankruptcy, loss mitigation, REO) to gather required documentation and resolve… more
- Scotiabank (New York, NY)
- …to facilitate prompt execution of transactions that vary in complexity + Review loan documentation and communicate pertinent transaction/facility details to ... relevant stakeholders + Assist with various ad-hoc tasks including conducting industry reviews, validating/providing internal compliance documentation, and updating internal reports for management + Participate in regulatory and compliance activity and team… more
- M&T Bank (Burlington, VT)
- …vehicles, investment accounts, deposits, aircrafts, ships, patents, trademarks, etc. + Review loan documents and collateral-related documents to ensure specific ... jurisdictional requirements are met. + Calculate filing fee amounts as applicable. + Complete pre-filing data entry. + Place holds on accounts or work with internal departments to place holds as applicable or send key documents to jurisdictions for recording.… more
- Robert Half Finance & Accounting (Plymouth Meeting, PA)
- …Fixed Asset Monitoring . Account Analysis . Preparing cash flow reports . Review loan requirements . Prepare financial statements/reports Requirements The ideal ... Accounting Manager must have a Bachelor's degree in Accounting or Finance. Other requirements for the Accounting Manager role include and are not limited to: . 8+ years of accounting experience . Real estate/property management highly preferred . Yardi a plus… more
- DR Horton, Inc. (Edgewater, MD)
- …quarterly * Develop a branch marketing plan on an annual basis and review with the Loan Originators quarterly *Supervisory Responsibilities* * Supervises 2 ... Sales Managers, Closing Coordinators, and Sales Representatives * Provide and review financial reports with Division Presidents, City Managers, CFOs, and local… more
- Arrow Financial Corporation (Latham, NY)
- … requests. Work with current customers to encourage referrals. > Manage commercial loan portfolio including collection and review of financial information to ... Position: Responsible for managing commercial borrower/depositor relationships including new loan requests, cash management/deposit services development of new business,… more