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Overview: This position supports Bank products or services within Wealth Private Banking group. Responsible for processing, analyzing and resolving more advanced documentation or servicing issues that may arise. Ensures client satisfaction through the handling, processing, and servicing of loan requests from application to funding including expedited requests. In addition to product and client support this role manages a loan portfolio of multiple loan requests from obtaining financials, input of loan application to closing working with multiple lines of business including underwriting,... more ->
Financial Representative Trainee - Braintree, MA Location: Massachusetts Work Type: Full Time Regular Job No: 502878 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. WHAT WE CAN OFFER YOU: Hourly... more ->
Overview: This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. Financial Control Oversight is the department within Corporate Finance responsible for SOX/FDICIA compliance, including other certain financial reporting controls. The Director plans the annual process reviews for their assigned portfolio (Corporate Functions or Core Banking Functions) and oversees a global team of associates who assess process risk and determine the adequacy of design and operation effectiveness of controls. Oversees the identification,... more ->
Overview: This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. The Business Analyst I supports the General Bank Financial Strategy and Analytics team. You will perform data analysis to identify factors that affect business profitability, growth, and efficiency. Assesses current practices, collects information and industry trends, and creates specifications to support business operations. Assists in determining improvements or solutions to address business issues. Prepares technical reports by examining and summarizing... more ->
Overview: This position assesses the Bank's financial risk on potential borrowers applying for mortgage loans at a high level of complexity and ability. Analyzes borrower applications to determine appropriate loan structuring, potential risk, and loan eligibility, and makes the decision to accept or reject based on review. Ensures the salability of the loan to the selected investor under the specified loan program. Provides support for loan closing activities and clients while protecting the Bank from fraud, misrepresentation, and default. Responsible to meet production and quality... more ->
Overview: This position performs complex data analysis to identify factors that affect business profitability, growth, and efficiency. Assesses a wide scope of business practices, information, and industry trends. Determines improvements or solutions to address identified issues. Prepares technical reports by examining and summarizing data, and creates specifications to support business initiatives. May oversee the work of less experienced analysts or assist in special projects as needed. Responsibilities: Data Analysis - Sources, compiles, and interprets data. Performs advanced data... more ->
Overview: This position supports sales and service delivery to Bank associates and consumers in target markets. Builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner. Responsibilities: Sales - Achieves individual and/or team financial, production, and relationship results relative to the specific metrics and goals... more ->
Seeking career growth oriented Audit Staff & Audit Seniors looking for a partnership track at a CPA Firm that is consistently ranked as one of the best CPA Firms to work for in the Southeast every year. Will interview and hire immediately. Unlimited PTO potential and a healthy work life balance along with: competitive compensation, benefits and relocation packages with work from home options (on a case by case basis), but you have to be living within driving distance of the HQ. They need auditors that are experienced with working audit engagements from start to finish, while reporting to the... more ->
Overview: This position is responsible for building full relationships with mass affluent clients through proactive outreach to an assigned book of business and referrals from bank partners. Strengthens and manages existing relationships through providing financial advice, partnering with investment and insurance specialists to provide goals based planning advice and services. Provides guidance and fulfills on loan and deposit needs, ensuring appropriate banking products and services are aligned to support the customer's financial goals. This position cultivates strong relationships with... more ->
Responsibilities : Lead and direct the activities of the plant accounting departments to ensure accurate and timely dissemination of financial management reports including, internal and external monthly financial statements, annual budgets and monthly and quarterly forecasts. Manage the monthly closing and ensure monthly reconciliations for balance sheet accounts are performed and are accurate. Analyze overhead, cost of sales and actual manufacturing costs compared to budget, forecast and prior periods. Prepares periodic reports comparing standard costs to actual production costs, and reports... more ->
Overview: This position conducts detailed portfolio analysis for use in new business and existing client presentations. Assists in the preparation of client investment-related presentations, reports, and reviews. Facilitates trading activities by ensuring timely processing and follow-up. Answers inquiries and serves as a resource to strategists, partners and clients in order to support client retention and new business development. Responsibilities: Analysis - Sources, compiles, and analyzes data within client portfolios. Provides results of analysis for use in client presentations.... more ->