Hold the appropriate license(s) to offer ancillary products sold by the credit union. Must be able to operate or have ability to be trained to operate related…
Associate Degree, BA/BS in related field of study is preferred. As a Customer Service Representative (CSR) you will handle all phases of customer inquiries…
The Credit Assistant role enters applications into TITAN (21st Mortgage lending system), pulls credit bureaus for potential customers, and verifies applications…
PA or NP license (Preferred). Analyzes, interprets, and evaluates subjective and objective findings to develop an assessment in order to initiate a treatment…
Assess underlying assumptions used to develop DCF, performance multiples, and other valuations. Assist with updating valuation templates each quarter, including…
Process Excellence knowledge or certification would be helpful. Proactively manage assigned accounts through the invoice to cash cycle to include collections…
Provides software and hardware support to credit union staff and volunteers by providing first level technical assistance for troubleshooting, maintenance, and…
As an Associate - R&D within the Professional Services team, utilizing a bespoke technology platform specifically designed to meet global transfer pricing…
Answer telephone and walk-in inquiries from students, staff and public, forward messages and direct visitors. Composes and/or types various types of reports and…
We are a quickly growing young company that requires a remote bookkeeper / office assistant to carry-out and manage office matters including administration,…
Learn fundamental municipal credit analysis through our in-house training program, which includes mastering economic, financial, debt and ESG (environmental,…
Current state license to practice dental hygiene (RDH). Anesthesia license is NOT required. Use hands to handle, control, or feel objects, tools, or controls.
Conduct diligence calls with prospective borrowers. Minimum 2-3 years of experience in commercial credit analysis at a bank (or similar), is preferred.
Perform cash flow modeling and assess various risk scenarios for potential investment opportunities. Learn and adopt the firm’s straightforward investment…
Properly codes and completes data entry of bank statement and other bookkeeping transactions for clients. Reconciles client bank, credit card, and loan accounts…