- Needham Bank (Needham, MA)
- …and delivery of Deposit products and services to new clients. Coordinate sales efforts with Relationship Managers and other client-facing team members in order ... ESSENTIAL DUTIES & RESPONSIBILITIES + Develop and maintain a customer and prospect sales pipeline; responsible for new deposits and revenue growth of Cash Management… more
- State of Massachusetts (MA)
- Reporting to the Chief Financial Officer (CFO), the Treasurer is a senior member of the Finance Department. This role involves a high degree of responsibility and ... grant payments*to districts. * Receive, record, and report monthly sales tax revenues. * Monitor cash activity to ensure...Invest funds to protect principal, maximize income, and maintain liquidity . * Ensure proper protection and custody of funds,… more
- CBRE (Boston, MA)
- …Prepare borrower credit analysis including determination of net worth, liquidity , overall financial strength, experience owning multifamily assets and acceptability ... as primary liaison between loan producer, investor, legal counsel, and closing officer throughout the underwriting process. + Perform property and market level due… more