Commercial Credit Analyst I Department: Credit Administration Reports to: Commercial Credit Department Manager Supervises: None Status: Full Time / Exempt / Onsite Only Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for the Commercial Credit Analyst I: Evaluate the financial condition of individuals and businesses applying for credit within Partners Bank. Assists with the engagement and review process of appraisals and evaluations related to commercial loans. Job Requirements for the Commercial Credit Analyst I: Bachelor's degree with a focus in either Business Administration, Accounting, Economics, or Finance or two years of accounting coursework and prior commercial credit analysis experience. Strong financial analytical abilities. Six months or more of experience with credit systems. Excellent verbal and written communication skills. Computer proficiency, including proficiency with Word and Excel and solid typing skills. Timeliness, ability to recognize and meet deadlines. Specific Job Functions for the Commercial Credit Analyst I: Analyze loan data on new, renewal and existing loans, including data provided by credit bureaus, other financial institutions. Perform independent analysis of a wide variety of commercial loan requests, including commercial and industrial and commercial real estate loan requests, in a timely manner. Analyze loan requests of all size and varying degrees of complexity based on experience. Work closely with lead staff to develop an assessment of risk identifying key strengths and weaknesses to determine a risk rating based on an eight point system defined in the commercial loan policy. Develop familiarity with the bank's commercial loan policy in order to identify any deviations from the policy. Become familiar with alternative structures to reduce credit risk. Complete a written analysis of each credit including any or all of the following, as applicable: a background summary of the borrowing entity, a management analysis, a financial analysis of the borrowing entity; an analysis of the traditional cash flow/debt service coverage of the borrowing entity; a collateral analysis; an analysis of any corporate or personal guarantors; financial and traditional cash flow analysis of any related entities; an assessment of the risks and the strengths of the credit; and a summary/recommendation supporting the proposed risk rating for each credit analyzed. Credits analyzed will usually be for basic loan requests with straightforward (single facility) organizations in common industries. Work closely with lead staff. Under direct supervision, with little opportunity for un-reviewed credit decision making. Establish, review and update new and existing loan files for SIS on a regular basis. Provide technical advice and assistance and completes special projects related to the Commercial Loan/Commercial Credit Department. Engage appraisers and evaluators as needed related to commercial loans. Review appraisals for compliance with USPAP as well as regulatory compliance related to applicable commercial loans. Review evaluations and price opinions for regulatory compliance related to applicable commercial loans. This Job Description for the Commercial Credit Analyst I describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. PI10cf6e91932e-5780
10/18/2025
Full time
Commercial Credit Analyst I Department: Credit Administration Reports to: Commercial Credit Department Manager Supervises: None Status: Full Time / Exempt / Onsite Only Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for the Commercial Credit Analyst I: Evaluate the financial condition of individuals and businesses applying for credit within Partners Bank. Assists with the engagement and review process of appraisals and evaluations related to commercial loans. Job Requirements for the Commercial Credit Analyst I: Bachelor's degree with a focus in either Business Administration, Accounting, Economics, or Finance or two years of accounting coursework and prior commercial credit analysis experience. Strong financial analytical abilities. Six months or more of experience with credit systems. Excellent verbal and written communication skills. Computer proficiency, including proficiency with Word and Excel and solid typing skills. Timeliness, ability to recognize and meet deadlines. Specific Job Functions for the Commercial Credit Analyst I: Analyze loan data on new, renewal and existing loans, including data provided by credit bureaus, other financial institutions. Perform independent analysis of a wide variety of commercial loan requests, including commercial and industrial and commercial real estate loan requests, in a timely manner. Analyze loan requests of all size and varying degrees of complexity based on experience. Work closely with lead staff to develop an assessment of risk identifying key strengths and weaknesses to determine a risk rating based on an eight point system defined in the commercial loan policy. Develop familiarity with the bank's commercial loan policy in order to identify any deviations from the policy. Become familiar with alternative structures to reduce credit risk. Complete a written analysis of each credit including any or all of the following, as applicable: a background summary of the borrowing entity, a management analysis, a financial analysis of the borrowing entity; an analysis of the traditional cash flow/debt service coverage of the borrowing entity; a collateral analysis; an analysis of any corporate or personal guarantors; financial and traditional cash flow analysis of any related entities; an assessment of the risks and the strengths of the credit; and a summary/recommendation supporting the proposed risk rating for each credit analyzed. Credits analyzed will usually be for basic loan requests with straightforward (single facility) organizations in common industries. Work closely with lead staff. Under direct supervision, with little opportunity for un-reviewed credit decision making. Establish, review and update new and existing loan files for SIS on a regular basis. Provide technical advice and assistance and completes special projects related to the Commercial Loan/Commercial Credit Department. Engage appraisers and evaluators as needed related to commercial loans. Review appraisals for compliance with USPAP as well as regulatory compliance related to applicable commercial loans. Review evaluations and price opinions for regulatory compliance related to applicable commercial loans. This Job Description for the Commercial Credit Analyst I describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. PI10cf6e91932e-5780
Commercial Credit Analyst II Department: Credit Administration Reports to: Commercial Credit Department Manager Supervises: None Status: Full-Time / Exempt / Hybrid Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for the Commercial Credit Analyst II: Evaluate the financial condition of individuals and businesses applying for credit within Partners Bank. Assist with the engagement and review process of appraisals and evaluations related to commercial loans. Job Requirements for the Commercial Credit Analyst II: Bachelor's degree with a focus in either Business Administration, Accounting, Economics, or Finance or two to five years of accounting coursework and prior commercial credit analysis experience. Strong financial analytical abilities. Two to five years of experience with credit systems. Demonstrated ability to independently gather, consolidate, analyze and summarize data to provide well considered recommendations for all levels of commercial credit relationships. Ability to work on multiple analytical assignments without a loss in quality. Excellent verbal and written communication skills. Computer proficiency, including proficiency with Word and Excel and solid typing skills. Timeliness, ability to recognize and meet deadlines. Specific Job Functions for the Commercial Credit Analyst II: Analyze loan data on new, renewal and existing loans, including data provided by credit bureaus, other financial institutions. Perform independent analysis of a wide variety of commercial loan requests, including commercial and industrial and commercial real estate loan requests, in a timely manner. Analyze loan requests of all sizes and varying degrees of complexity based on experience. Familiar with the bank's commercial loan policy and can identify any deviations from the policy. Familiar with alternative structures to reduce credit risk. Complete a written analysis of each credit including any or all of the following, as applicable: a background summary of the borrowing entity, a management analysis, a financial analysis of the borrowing entity; an analysis of the traditional cash flow/debt service coverage of the borrowing entity; a collateral analysis; an analysis of any corporate or personal guarantors; financial and traditional cash flow analysis of any related entities; an assessment of the risks and the strengths of the credit; and a summary/recommendation supporting the proposed risk rating for each credit analyzed. Credit analyzed will usually be for more complex loan requests where borrowers may have complex organizational structures, and/or more complex collateral and/or unique industries. Aggregate exposure for these credits is generally higher requiring management loan committee and/or board approvals. Work independently, under limited supervision, with the opportunity for un-reviewed credit decision making. Establish, review and update new and existing loan files for Partners Bank on a regular basis. Provide technical advice and assistance and complete special projects related to the Commercial Loan/Commercial Credit Department. Engage appraisers and evaluators as needed related to commercial loans. Review appraisals for compliance with USPAP as well as regulatory compliance related to applicable commercial loans. Review evaluations and price opinions for regulatory compliance related to applicable commercial loans. Assist with monthly and quarterly reports relating to the loan loss reserves and, concentrations of credit and other reports used to monitor the entire loan portfolio. This Job Description for the Commercial Credit Analyst II describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. PIf84cda61edca-5845
10/18/2025
Full time
Commercial Credit Analyst II Department: Credit Administration Reports to: Commercial Credit Department Manager Supervises: None Status: Full-Time / Exempt / Hybrid Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for the Commercial Credit Analyst II: Evaluate the financial condition of individuals and businesses applying for credit within Partners Bank. Assist with the engagement and review process of appraisals and evaluations related to commercial loans. Job Requirements for the Commercial Credit Analyst II: Bachelor's degree with a focus in either Business Administration, Accounting, Economics, or Finance or two to five years of accounting coursework and prior commercial credit analysis experience. Strong financial analytical abilities. Two to five years of experience with credit systems. Demonstrated ability to independently gather, consolidate, analyze and summarize data to provide well considered recommendations for all levels of commercial credit relationships. Ability to work on multiple analytical assignments without a loss in quality. Excellent verbal and written communication skills. Computer proficiency, including proficiency with Word and Excel and solid typing skills. Timeliness, ability to recognize and meet deadlines. Specific Job Functions for the Commercial Credit Analyst II: Analyze loan data on new, renewal and existing loans, including data provided by credit bureaus, other financial institutions. Perform independent analysis of a wide variety of commercial loan requests, including commercial and industrial and commercial real estate loan requests, in a timely manner. Analyze loan requests of all sizes and varying degrees of complexity based on experience. Familiar with the bank's commercial loan policy and can identify any deviations from the policy. Familiar with alternative structures to reduce credit risk. Complete a written analysis of each credit including any or all of the following, as applicable: a background summary of the borrowing entity, a management analysis, a financial analysis of the borrowing entity; an analysis of the traditional cash flow/debt service coverage of the borrowing entity; a collateral analysis; an analysis of any corporate or personal guarantors; financial and traditional cash flow analysis of any related entities; an assessment of the risks and the strengths of the credit; and a summary/recommendation supporting the proposed risk rating for each credit analyzed. Credit analyzed will usually be for more complex loan requests where borrowers may have complex organizational structures, and/or more complex collateral and/or unique industries. Aggregate exposure for these credits is generally higher requiring management loan committee and/or board approvals. Work independently, under limited supervision, with the opportunity for un-reviewed credit decision making. Establish, review and update new and existing loan files for Partners Bank on a regular basis. Provide technical advice and assistance and complete special projects related to the Commercial Loan/Commercial Credit Department. Engage appraisers and evaluators as needed related to commercial loans. Review appraisals for compliance with USPAP as well as regulatory compliance related to applicable commercial loans. Review evaluations and price opinions for regulatory compliance related to applicable commercial loans. Assist with monthly and quarterly reports relating to the loan loss reserves and, concentrations of credit and other reports used to monitor the entire loan portfolio. This Job Description for the Commercial Credit Analyst II describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. PIf84cda61edca-5845
Job Posting Open Until Filled Salary Range: $88,654.45 - $118,353.69 Hiring Department: Department of Grants and Community Development General Description and Classification Standards The Director of Fiscal Operations reports directly to the Deputy Commissioner. The Director provides fiscal management and oversight for the City of Atlanta's entitlement programs funded by the U.S. Department of Housing and Urban Development (HUD) and other associated grant programs, including but not limited to the Community Development Block Grant (CDBG) program, Home Investment Partnerships Act (HOME) program, Housing Opportunities for Persons With AIDS (HOPWA), the Emergency Solutions Grant Program (ESG), Healthy Homes Grant, and assists with other non-HUD grants. This is a fully seasoned managerial level charged with responsibility for specialized functions within the department. The position manages a group of employees, typically with an intermediate supervisor, or a smaller group of specialized professional employees. Areas of responsibility are typically unique within the department. Supervision Received The direction received is general and focuses on long-term and short-term operating objectives, managerial effectiveness, and operating results. This level is considered middle management. Essential Duties & Responsibilities Administers day-to-day fiscal operations, supervises Fiscal Managers, Assistant Managers (Leads), Financial Analysts, and Administrative Support Staff Oversees delegation and coordination of staff assignments including preparation of operating budgets, reporting, cost allocations, managing expenses, and ensuring appropriate financial audit controls Oversees the fiscal administration of federal and local grant funds provided for community development, including Community Development Block Grant (CDBG), Housing Opportunity for Persons with AIDS(HOPWA), Neighborhood Stabilization Program (NSP), HOME, Emergency Solutions, Healthy Homes Grant, and other housing and community development programs within the City of Atlanta Identifies and evaluates funding sources; directs the funding process for federal and state grants; works closely with the DGCD Program Operations and Compliance Directors to develop policies and procedures to govern grants and grant-funded programs Develops, coordinates, and/or assists with internal City staff for the City's HUD Consolidated Plan, Annual Action Plans, CAPER, HUD monitoring, and other HUD-required activities and reports Plans, administers, and oversees the City's fiscal reports of Entitlement programs via Oracle and IDIS Provides fiscal information and review of proposed legislation Participates in the development of department budget: reviews previous year's expenditures, and determines budgetary needs for staffing, supplies, equipment, services, and/or capital improvements; confers with Commissioner and Directors to monitor expenditures for budget compliance Reviews and approves staff expenses prior to submission for payment Assists with the City's bi-annual Single Audit process Actively hosts and participates in Interdisciplinary Team Meetings with coordination between the Office of ProgramOperations and the Office of Entitlement and Competitive Compliance Attends Management Team retreats and trainings Other duties as assignedEssential Capabilities and Work Environment Work Schedule: This position follows the City's hybrid work schedule policy as assigned by the Department of Human Resources Commissioner and requires in-person work at City worksites/facilities at least four (4) days per week, with the option to work remotely one (1) day per week, based on eligibility, departmental needs, and supervisor approval. The hybrid work schedule is subject to change at any time to five (5) days in-person work. Decision Making This position has City-wide responsibility for aspects of the City's housing and community development policies and programs. The incumbent provides technical expertise to all departments and stakeholders regarding housing and community development program management and administration. Leadership Provided This position manages an assigned group of housing professionals and technical employees; the position also provides innovative program leadership and influence with related agencies and other governmental bodies. Knowledge, Skills & Abilities This is a partial listing of necessary knowledge, skills, and abilities required to perform the job successfully. It is not an exhaustive list. Knowledge of federal entitlement and state housing programs; principles of public administration, accounting and budgeting, and economics of housing and redevelopment; housing program development and housing assistance programs including applicable federal, state, and local laws, rules, and regulations regarding affordable housing programs; operational characteristics and activities of complex housing programs; financial and real estate procedures and transactions; general housing program code provisions Ability to manage projects and lead a team to achieve desired results Knowledge of change management and process improvement Budget development and management Computer software Strong verbal, written, and presentation skills Ability to work collaborativelyMinimum Qualifications - Education & Experience Bachelor's Degree in business administration, public administration, public policy, or a related field required; supplemented by five years of experience in planning and administering community development programs including administering HUD programs: HOME, CDBG, ESG, HOPWA; project management experience; and five years of supervisory experience, or any equivalent combination of education, training, and experience which provides the requisite knowledge, skills, and abilities for this job Preferred Education & Experience Master's degree in public administration, planning, business administration, economics, or a related field Experience leading transformative housing initiatives Licensures and Certifications Must possess and maintain a valid Georgia driver's license. Professional certifications related to Housing and Urban Development regulations and HUD-recognized financial systems are preferred including HUD Certification, Certified Public Management (CPM), and Program Management (PM) Essential Capabilities and Work Environment Required physical, lifting, and sensory capabilities are requirements to perform the job successfully Typical environmental conditions associated with job.
10/10/2025
Full time
Job Posting Open Until Filled Salary Range: $88,654.45 - $118,353.69 Hiring Department: Department of Grants and Community Development General Description and Classification Standards The Director of Fiscal Operations reports directly to the Deputy Commissioner. The Director provides fiscal management and oversight for the City of Atlanta's entitlement programs funded by the U.S. Department of Housing and Urban Development (HUD) and other associated grant programs, including but not limited to the Community Development Block Grant (CDBG) program, Home Investment Partnerships Act (HOME) program, Housing Opportunities for Persons With AIDS (HOPWA), the Emergency Solutions Grant Program (ESG), Healthy Homes Grant, and assists with other non-HUD grants. This is a fully seasoned managerial level charged with responsibility for specialized functions within the department. The position manages a group of employees, typically with an intermediate supervisor, or a smaller group of specialized professional employees. Areas of responsibility are typically unique within the department. Supervision Received The direction received is general and focuses on long-term and short-term operating objectives, managerial effectiveness, and operating results. This level is considered middle management. Essential Duties & Responsibilities Administers day-to-day fiscal operations, supervises Fiscal Managers, Assistant Managers (Leads), Financial Analysts, and Administrative Support Staff Oversees delegation and coordination of staff assignments including preparation of operating budgets, reporting, cost allocations, managing expenses, and ensuring appropriate financial audit controls Oversees the fiscal administration of federal and local grant funds provided for community development, including Community Development Block Grant (CDBG), Housing Opportunity for Persons with AIDS(HOPWA), Neighborhood Stabilization Program (NSP), HOME, Emergency Solutions, Healthy Homes Grant, and other housing and community development programs within the City of Atlanta Identifies and evaluates funding sources; directs the funding process for federal and state grants; works closely with the DGCD Program Operations and Compliance Directors to develop policies and procedures to govern grants and grant-funded programs Develops, coordinates, and/or assists with internal City staff for the City's HUD Consolidated Plan, Annual Action Plans, CAPER, HUD monitoring, and other HUD-required activities and reports Plans, administers, and oversees the City's fiscal reports of Entitlement programs via Oracle and IDIS Provides fiscal information and review of proposed legislation Participates in the development of department budget: reviews previous year's expenditures, and determines budgetary needs for staffing, supplies, equipment, services, and/or capital improvements; confers with Commissioner and Directors to monitor expenditures for budget compliance Reviews and approves staff expenses prior to submission for payment Assists with the City's bi-annual Single Audit process Actively hosts and participates in Interdisciplinary Team Meetings with coordination between the Office of ProgramOperations and the Office of Entitlement and Competitive Compliance Attends Management Team retreats and trainings Other duties as assignedEssential Capabilities and Work Environment Work Schedule: This position follows the City's hybrid work schedule policy as assigned by the Department of Human Resources Commissioner and requires in-person work at City worksites/facilities at least four (4) days per week, with the option to work remotely one (1) day per week, based on eligibility, departmental needs, and supervisor approval. The hybrid work schedule is subject to change at any time to five (5) days in-person work. Decision Making This position has City-wide responsibility for aspects of the City's housing and community development policies and programs. The incumbent provides technical expertise to all departments and stakeholders regarding housing and community development program management and administration. Leadership Provided This position manages an assigned group of housing professionals and technical employees; the position also provides innovative program leadership and influence with related agencies and other governmental bodies. Knowledge, Skills & Abilities This is a partial listing of necessary knowledge, skills, and abilities required to perform the job successfully. It is not an exhaustive list. Knowledge of federal entitlement and state housing programs; principles of public administration, accounting and budgeting, and economics of housing and redevelopment; housing program development and housing assistance programs including applicable federal, state, and local laws, rules, and regulations regarding affordable housing programs; operational characteristics and activities of complex housing programs; financial and real estate procedures and transactions; general housing program code provisions Ability to manage projects and lead a team to achieve desired results Knowledge of change management and process improvement Budget development and management Computer software Strong verbal, written, and presentation skills Ability to work collaborativelyMinimum Qualifications - Education & Experience Bachelor's Degree in business administration, public administration, public policy, or a related field required; supplemented by five years of experience in planning and administering community development programs including administering HUD programs: HOME, CDBG, ESG, HOPWA; project management experience; and five years of supervisory experience, or any equivalent combination of education, training, and experience which provides the requisite knowledge, skills, and abilities for this job Preferred Education & Experience Master's degree in public administration, planning, business administration, economics, or a related field Experience leading transformative housing initiatives Licensures and Certifications Must possess and maintain a valid Georgia driver's license. Professional certifications related to Housing and Urban Development regulations and HUD-recognized financial systems are preferred including HUD Certification, Certified Public Management (CPM), and Program Management (PM) Essential Capabilities and Work Environment Required physical, lifting, and sensory capabilities are requirements to perform the job successfully Typical environmental conditions associated with job.
Civista Bank Description: Position Purpose: This position is responsible for ensuring the Bank maintains a sound loan portfolio ensuring compliance with all state and federal laws and regulations and Civista Bank lending policies and procedures. The Analyst will review a variety of new and modified commercial loan types in this role - C&I, CRE, SBA, Participations, Swap, and others. Additionally, the Analyst will review documentation for accuracy, completeness, and compliance in both pre-close and post-close while promoting and maintaining a positive internal and external customer relationship. Key Accountabilities and Expectations: To maintain regular contact and proper escalation with the Commercial Quality Control Supervisor regarding the status of loans in process, audit requests. Reviews complex commercial loan documentation and related supplements to support business partners, ensuring accuracy and adherence with Bank loan policy and guide. Determines document options and presents options to lenders/documentation specialists as applicable. Embraces change and continuous improvement concept, constantly looking to improve both efficiency and effectiveness of the Quality Control team and their processes. Responds to all requests for information and assistance in a prompt, efficient and friendly manner by relaying information as requested, and follows up on all situations that cannot be handled immediately. Resolves complaints in a reasonable timeframe. Maintain a good working knowledge of all Bank policies and procedures and identify deviations from policy, escalating as appropriate to the Commercial Quality Control Supervisor. Develop deep relationships with business partners, including Lenders, Credit Analysts, and Administrative Assistants to ensure optimal efficiency and effectiveness regarding services provided. To provide accurate, efficient, courteous, prompt, and professional telephone service to all customers and potential customers. To research, respond to customer inquiries and resolve customer complaints/issues in a timely and effective manner. To ensure loan documents and files are complete, accurate and in accordance with Bank loan policy. To track all outstanding loan documents/collateral items to ensure Bank's lien position is obtained. To assist with additional loan operation roles, as requested or necessary. Requirements: Qualifications, Knowledge and Skills: 3-5 years of related loan processing experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of Audit, Legal, Compliance, Financial Analysis, Credit Review, or similar fields. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bachelor's degree in accounting, business, finance, or equivalent experience. A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a sensitive nature. Outside contact becomes important and fostering sound relationships with other entities (customers, vendors, etc.) becomes necessary. Solid working knowledge of banking industry practices relative to bank loan operations with respect to loan products, services, and terminology. Knowledge of commercial, construction, real estate and consumer loan products and processing. Knowledge of related state and federal lending and compliance laws and regulations, and other Bank lending policies. Highly accurate data entry skills and strong level of skill working with a variety of PC and internet applications, including spreadsheets (creating formulas) and the ability to navigate key industry specific Internet sites. Strong multi-tasking, time management, thoroughness, and accuracy skills required. Solid communication and organizational skills with focus on teamwork and cooperation. A high level of confidentiality is required. Ability to work under deadlines with frequent interruption. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports, and sitting the majority of the day. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving loan files of up to 20 pounds. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position.Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI11c39d76281f-2432
10/10/2025
Full time
Civista Bank Description: Position Purpose: This position is responsible for ensuring the Bank maintains a sound loan portfolio ensuring compliance with all state and federal laws and regulations and Civista Bank lending policies and procedures. The Analyst will review a variety of new and modified commercial loan types in this role - C&I, CRE, SBA, Participations, Swap, and others. Additionally, the Analyst will review documentation for accuracy, completeness, and compliance in both pre-close and post-close while promoting and maintaining a positive internal and external customer relationship. Key Accountabilities and Expectations: To maintain regular contact and proper escalation with the Commercial Quality Control Supervisor regarding the status of loans in process, audit requests. Reviews complex commercial loan documentation and related supplements to support business partners, ensuring accuracy and adherence with Bank loan policy and guide. Determines document options and presents options to lenders/documentation specialists as applicable. Embraces change and continuous improvement concept, constantly looking to improve both efficiency and effectiveness of the Quality Control team and their processes. Responds to all requests for information and assistance in a prompt, efficient and friendly manner by relaying information as requested, and follows up on all situations that cannot be handled immediately. Resolves complaints in a reasonable timeframe. Maintain a good working knowledge of all Bank policies and procedures and identify deviations from policy, escalating as appropriate to the Commercial Quality Control Supervisor. Develop deep relationships with business partners, including Lenders, Credit Analysts, and Administrative Assistants to ensure optimal efficiency and effectiveness regarding services provided. To provide accurate, efficient, courteous, prompt, and professional telephone service to all customers and potential customers. To research, respond to customer inquiries and resolve customer complaints/issues in a timely and effective manner. To ensure loan documents and files are complete, accurate and in accordance with Bank loan policy. To track all outstanding loan documents/collateral items to ensure Bank's lien position is obtained. To assist with additional loan operation roles, as requested or necessary. Requirements: Qualifications, Knowledge and Skills: 3-5 years of related loan processing experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of Audit, Legal, Compliance, Financial Analysis, Credit Review, or similar fields. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bachelor's degree in accounting, business, finance, or equivalent experience. A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a sensitive nature. Outside contact becomes important and fostering sound relationships with other entities (customers, vendors, etc.) becomes necessary. Solid working knowledge of banking industry practices relative to bank loan operations with respect to loan products, services, and terminology. Knowledge of commercial, construction, real estate and consumer loan products and processing. Knowledge of related state and federal lending and compliance laws and regulations, and other Bank lending policies. Highly accurate data entry skills and strong level of skill working with a variety of PC and internet applications, including spreadsheets (creating formulas) and the ability to navigate key industry specific Internet sites. Strong multi-tasking, time management, thoroughness, and accuracy skills required. Solid communication and organizational skills with focus on teamwork and cooperation. A high level of confidentiality is required. Ability to work under deadlines with frequent interruption. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports, and sitting the majority of the day. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving loan files of up to 20 pounds. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position.Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI11c39d76281f-2432
Job Description: The Role The Vice President, Alternative Accounting is responsible for overseeing all aspects of accounting operations across a wide range of product structures, including, but not limited to, Limited Partnerships, REITs, BDCs, Interval Funds, Digital Assets and Crypto. The role requires expertise related to responsibilities including team leadership, daily deliverable oversite, pivotal initiatives, business performance evaluation, and executive relationship management. You will work with other teams within FFIO as well as across the organization, collaborating with Asset Management, Legal, Risk, and Compliance on product launches, and build processes specific to fund record keeping, investor servicing, tax reporting, and financial reporting. Additionally, you will provide critical alternatives subject matter expertise to drive innovation to ensure the Alternative Accounting Team can support Fidelity's growing Alternative product offerings. Provide guidance with product development, implementation, and ongoing accounting operations of various alternative products including open and close ended partnerships in standalone and master feeder structures Perform detailed review of activity within the portfolios including but not limited to valuation, investor allocations, complex expense calculations Assist with internal and external auditor, risk, and compliance inquiries Provides feedback, direction, assists in development of and ensures proper cross-training of analysts within team Support the implementation of operations processes and procedures for new products Ensure that all processes have sufficient Risk and Compliance controls and policies and procedures are communicated and followed. The Expertise & Skills You Bring Bachelor's degree in finance/accounting or equivalent with 15+ years of experience in financial services with at least 10 of those years spent in Private Equity/Hedge Funds and Alternative Investments or Master's degree with 10+ years of experience in same. Experience with Geneva and Geneva World Investor and proficiency in various PC software applications including Microsoft Excel, Word and PowerPoint preferred. Advanced knowledge of the front to back operations of alternatives products with working knowledge of private equity and private debt, digital assets and cryptocurrencies, hedge fund products, BDCs, and REITS Excellent organizational skills and attention to detail, with an ability to manage multiple, concurrent high priority assignments and deadlines. Advanced understanding of partnership accounting, investor allocations, multi-layered fund structures, and complex investor level management fee and incentive fee calculations In-depth knowledge of US GAAP Experience supporting portfolio expense caps, recoupments, and revenue share agreements. Outstanding analytical skills, project management, and problem-solving capabilities. Excellent communication skills with the ability to develop and deliver cogent, informative presentations to all levels of business leadership, including senior executives. Presence and judgment to put forward well-reasoned recommendations and engage in dialogue with key decision-makers. Experience building and managing a team, sharing knowledge on Alternative products and end to end operations, and the ability to mentor/coach/develop talent in others to their full potential and sustained outstanding performance Ability to collaborate and influence others, build and maintain working relationships, and deliver results and/or expertise in a professional manner. Note: Fidelity will not provide immigration sponsorship for this position. The Team The Alternative Accounting Team is part of the Fund Operations division within Fidelity's Fund and Investment Operations (FFIO) business unit. The Fund Operations division provides back office operational support to Fidelity Retail and Institutional products, including books and records maintenance, securities' pricing, fund and security level performance analysis, financial reporting, and tax work. The FFIO Alternative Accounting Team performs the daily, monthly, and quarterly pricing and bookkeeping for Fidelity's alternative products, including fund structures with varying complexities with strategies focused on digital assets, distressed debt, direct lending, derivatives, private equity, and real estate. Certifications: Category: Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
10/02/2025
Full time
Job Description: The Role The Vice President, Alternative Accounting is responsible for overseeing all aspects of accounting operations across a wide range of product structures, including, but not limited to, Limited Partnerships, REITs, BDCs, Interval Funds, Digital Assets and Crypto. The role requires expertise related to responsibilities including team leadership, daily deliverable oversite, pivotal initiatives, business performance evaluation, and executive relationship management. You will work with other teams within FFIO as well as across the organization, collaborating with Asset Management, Legal, Risk, and Compliance on product launches, and build processes specific to fund record keeping, investor servicing, tax reporting, and financial reporting. Additionally, you will provide critical alternatives subject matter expertise to drive innovation to ensure the Alternative Accounting Team can support Fidelity's growing Alternative product offerings. Provide guidance with product development, implementation, and ongoing accounting operations of various alternative products including open and close ended partnerships in standalone and master feeder structures Perform detailed review of activity within the portfolios including but not limited to valuation, investor allocations, complex expense calculations Assist with internal and external auditor, risk, and compliance inquiries Provides feedback, direction, assists in development of and ensures proper cross-training of analysts within team Support the implementation of operations processes and procedures for new products Ensure that all processes have sufficient Risk and Compliance controls and policies and procedures are communicated and followed. The Expertise & Skills You Bring Bachelor's degree in finance/accounting or equivalent with 15+ years of experience in financial services with at least 10 of those years spent in Private Equity/Hedge Funds and Alternative Investments or Master's degree with 10+ years of experience in same. Experience with Geneva and Geneva World Investor and proficiency in various PC software applications including Microsoft Excel, Word and PowerPoint preferred. Advanced knowledge of the front to back operations of alternatives products with working knowledge of private equity and private debt, digital assets and cryptocurrencies, hedge fund products, BDCs, and REITS Excellent organizational skills and attention to detail, with an ability to manage multiple, concurrent high priority assignments and deadlines. Advanced understanding of partnership accounting, investor allocations, multi-layered fund structures, and complex investor level management fee and incentive fee calculations In-depth knowledge of US GAAP Experience supporting portfolio expense caps, recoupments, and revenue share agreements. Outstanding analytical skills, project management, and problem-solving capabilities. Excellent communication skills with the ability to develop and deliver cogent, informative presentations to all levels of business leadership, including senior executives. Presence and judgment to put forward well-reasoned recommendations and engage in dialogue with key decision-makers. Experience building and managing a team, sharing knowledge on Alternative products and end to end operations, and the ability to mentor/coach/develop talent in others to their full potential and sustained outstanding performance Ability to collaborate and influence others, build and maintain working relationships, and deliver results and/or expertise in a professional manner. Note: Fidelity will not provide immigration sponsorship for this position. The Team The Alternative Accounting Team is part of the Fund Operations division within Fidelity's Fund and Investment Operations (FFIO) business unit. The Fund Operations division provides back office operational support to Fidelity Retail and Institutional products, including books and records maintenance, securities' pricing, fund and security level performance analysis, financial reporting, and tax work. The FFIO Alternative Accounting Team performs the daily, monthly, and quarterly pricing and bookkeeping for Fidelity's alternative products, including fund structures with varying complexities with strategies focused on digital assets, distressed debt, direct lending, derivatives, private equity, and real estate. Certifications: Category: Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing, flexible environment. Here, you will help lead our industry forward and make your career. Job Description: The Controller's division at Fannie Mae is fast paced, with dedicated individuals all working for the betterment of the housing industry and doing their part to support our mission. The team is responsible for all aspects of accounting operations, including the timely and accurate accounting and reporting of Fannie Mae's loans, mortgage-backed securities, and real estate owned properties, as well as funding and risk management instruments. As part of this team, you will engage with highly motivated professionals who seek to continuously learn, grow and add value to the organization every day. These are talented professionals like yourself - accountants, as well as financial and economic modelers and analysts who perform related financial functions such as pricing valuations, credit reserves, and forecasts of home prices. The work is complex, interesting, and will stretch your knowledge of how a robust accounting system handles an immense amount of transactions throughout the life of our investment and funding vehicles. As a valued colleague on our team, you will have the opportunity to support accounting functions in Loan Accounting, Capital Markets and Financial Reporting through Fannie Mae's rotational program which will allow you to further expand and enhance your skills, expertise, and continue your career development. Are you ready to join the leading source of mortgage financing and help shape the future of the industry? THE IMPACT YOU WILL MAKE An Accounting - Associate role in our Controller's Organization will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: Partner in assessing operational impacts of key business activities that underlie accounting responsibilities. * Develop reports to document assets, liabilities, profit and loss, tax liability, and/or other financial activities and results. * Gather, document, and maintain financial information from relevant finance and accounting sources. * Perform deep analytics and reporting on business and financial information to provide insights to stakeholders, make projections of prospective financial performance and determine appropriate treatment. * Interact, collaborate, and problem solve directly with finance and key business partners, including finance, accounting, and legal teams, as well as internal and external auditors. * Own portions of the monthly financial close process, such as ensuring subledger systems appropriately record transactions into the general ledgerQualifications: THE EXPERIENCE YOU BRING TO THE TEAM Basic Qualifications * Bachelor's degree or equivalent * 1+ years of related experience required * Advanced proficiency in Excel required Preferred Qualifications * Area of study in Accounting, Business, Finance or Economics * Certified as a public accountant (CPA) or functional equivalent * Public accounting, consulting and/or financial services experience* Previous operational accounting experience in a large company setting * Demonstrated ability to work with and challenge business contacts to interpret issues and properly apply finance and accounting principles in operational processes, systems, and reporting * Experience implementing new SEC and/or FASB accounting standards, including GAAP principles* Strong understanding of the monthly close process * Ability to resolve issues and exceptions in a timely and professional manner * Strong analytical and communication skills with the ability to interact and collaborate with employees at all levels, including senior management * Experience with robust reporting tools such as Tableau and Business Objects to visualize and analyze data Additional Information: Job Reference ID: REF9738Q The future is what you make it to be. Discover compelling opportunities at careers. fanniemae.com.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
02/26/2022
Full time
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing, flexible environment. Here, you will help lead our industry forward and make your career. Job Description: The Controller's division at Fannie Mae is fast paced, with dedicated individuals all working for the betterment of the housing industry and doing their part to support our mission. The team is responsible for all aspects of accounting operations, including the timely and accurate accounting and reporting of Fannie Mae's loans, mortgage-backed securities, and real estate owned properties, as well as funding and risk management instruments. As part of this team, you will engage with highly motivated professionals who seek to continuously learn, grow and add value to the organization every day. These are talented professionals like yourself - accountants, as well as financial and economic modelers and analysts who perform related financial functions such as pricing valuations, credit reserves, and forecasts of home prices. The work is complex, interesting, and will stretch your knowledge of how a robust accounting system handles an immense amount of transactions throughout the life of our investment and funding vehicles. As a valued colleague on our team, you will have the opportunity to support accounting functions in Loan Accounting, Capital Markets and Financial Reporting through Fannie Mae's rotational program which will allow you to further expand and enhance your skills, expertise, and continue your career development. Are you ready to join the leading source of mortgage financing and help shape the future of the industry? THE IMPACT YOU WILL MAKE An Accounting - Associate role in our Controller's Organization will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: Partner in assessing operational impacts of key business activities that underlie accounting responsibilities. * Develop reports to document assets, liabilities, profit and loss, tax liability, and/or other financial activities and results. * Gather, document, and maintain financial information from relevant finance and accounting sources. * Perform deep analytics and reporting on business and financial information to provide insights to stakeholders, make projections of prospective financial performance and determine appropriate treatment. * Interact, collaborate, and problem solve directly with finance and key business partners, including finance, accounting, and legal teams, as well as internal and external auditors. * Own portions of the monthly financial close process, such as ensuring subledger systems appropriately record transactions into the general ledgerQualifications: THE EXPERIENCE YOU BRING TO THE TEAM Basic Qualifications * Bachelor's degree or equivalent * 1+ years of related experience required * Advanced proficiency in Excel required Preferred Qualifications * Area of study in Accounting, Business, Finance or Economics * Certified as a public accountant (CPA) or functional equivalent * Public accounting, consulting and/or financial services experience* Previous operational accounting experience in a large company setting * Demonstrated ability to work with and challenge business contacts to interpret issues and properly apply finance and accounting principles in operational processes, systems, and reporting * Experience implementing new SEC and/or FASB accounting standards, including GAAP principles* Strong understanding of the monthly close process * Ability to resolve issues and exceptions in a timely and professional manner * Strong analytical and communication skills with the ability to interact and collaborate with employees at all levels, including senior management * Experience with robust reporting tools such as Tableau and Business Objects to visualize and analyze data Additional Information: Job Reference ID: REF9738Q The future is what you make it to be. Discover compelling opportunities at careers. fanniemae.com.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing environment. Here, you will help lead our industry forward and make your career. Job Description: The Controller's division at Fannie Mae is fast paced, with dedicated individuals all working for the betterment of the housing industry and doing their part to support our mission. The team is responsible for all aspects of accounting operations, including the timely and accurate accounting and reporting of Fannie Mae's loans, mortgage-backed securities, and single-family real estate owned properties, as well as funding and risk management instruments. As part of this team, you will engage with highly motivated professionals who seek to continuously learn, grow and add value to the organization every day. These are talented professionals like yourself - accountants, as well as financial and economic modelers and analysts who perform related financial functions such as pricing valuations, credit reserves, and forecasts of home prices. The work is complex, interesting, and will stretch your knowledge of how a robust accounting system handles an immense number of transactions throughout the life of a mortgage loan. As a valued colleague on our team, you will have the opportunity to support accounting functions in Loan Accounting, Capital Markets and Multifamily Accounting and Financial Reporting through Fannie Mae's rotational program which will allow you to further expand and enhance your skills, expertise, and continue your career development. Are you ready to join the leading source of mortgage financing and help shape the future of the industry? THE IMPACT YOU WILL MAKEAn Accounting -- Senior Associate role in our Controller's Organization will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: * Partner in assessing operational impacts of key business activities that underly accounting responsibilities. * Develop reports to document assets, liabilities, profit and loss, tax liability, and/or other financial activities and results. * Gather, document, and maintain financial information from relevant finance and accounting sources. * Perform deep analytics and reporting on business and financial information to provide insights to stakeholders, make projections of prospective financial performance and determine appropriate treatment. * Interact, collaborate, and problem solve directly with finance and key business partners, including finance, accounting, and legal teams, as well as internal and external auditors. * Design and execute accounting and financial operations processes and related controls. Qualifications: THE EXPERIENCE YOU BRING TO THE TEAMMinimum Required Experience* 2 years* Advanced proficiency in Excel required Desired Experience* Bachelor's degree or equivalent * Area of study in Accounting, Business, Finance or Economics * Certified as a public accountant (CPA) or functional equivalent * 4 years of experience in public accounting, consulting and/or financial services preferred* Previous operational accounting experience in a large company setting * Demonstrated ability to work with and challenge business contacts to interpret issues and properly apply finance and accounting principles in operational processes, systems, and reporting * Strong understanding of the monthly close process * Ability to resolve issues and exceptions in a timely and professional manner * Ability to identify opportunities to streamline and automate * Strong analytical and communication skills with the ability to interact and collaborate with employees at all levels, including senior management * Experience with robust reporting tools such as Tableau and Business Objects to visualize and analyze data Additional Information: Requisition ID: REF9741N The future is what you make it to be. Discover compelling opportunities at Fanniemae. com/careers.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
02/26/2022
Full time
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing environment. Here, you will help lead our industry forward and make your career. Job Description: The Controller's division at Fannie Mae is fast paced, with dedicated individuals all working for the betterment of the housing industry and doing their part to support our mission. The team is responsible for all aspects of accounting operations, including the timely and accurate accounting and reporting of Fannie Mae's loans, mortgage-backed securities, and single-family real estate owned properties, as well as funding and risk management instruments. As part of this team, you will engage with highly motivated professionals who seek to continuously learn, grow and add value to the organization every day. These are talented professionals like yourself - accountants, as well as financial and economic modelers and analysts who perform related financial functions such as pricing valuations, credit reserves, and forecasts of home prices. The work is complex, interesting, and will stretch your knowledge of how a robust accounting system handles an immense number of transactions throughout the life of a mortgage loan. As a valued colleague on our team, you will have the opportunity to support accounting functions in Loan Accounting, Capital Markets and Multifamily Accounting and Financial Reporting through Fannie Mae's rotational program which will allow you to further expand and enhance your skills, expertise, and continue your career development. Are you ready to join the leading source of mortgage financing and help shape the future of the industry? THE IMPACT YOU WILL MAKEAn Accounting -- Senior Associate role in our Controller's Organization will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: * Partner in assessing operational impacts of key business activities that underly accounting responsibilities. * Develop reports to document assets, liabilities, profit and loss, tax liability, and/or other financial activities and results. * Gather, document, and maintain financial information from relevant finance and accounting sources. * Perform deep analytics and reporting on business and financial information to provide insights to stakeholders, make projections of prospective financial performance and determine appropriate treatment. * Interact, collaborate, and problem solve directly with finance and key business partners, including finance, accounting, and legal teams, as well as internal and external auditors. * Design and execute accounting and financial operations processes and related controls. Qualifications: THE EXPERIENCE YOU BRING TO THE TEAMMinimum Required Experience* 2 years* Advanced proficiency in Excel required Desired Experience* Bachelor's degree or equivalent * Area of study in Accounting, Business, Finance or Economics * Certified as a public accountant (CPA) or functional equivalent * 4 years of experience in public accounting, consulting and/or financial services preferred* Previous operational accounting experience in a large company setting * Demonstrated ability to work with and challenge business contacts to interpret issues and properly apply finance and accounting principles in operational processes, systems, and reporting * Strong understanding of the monthly close process * Ability to resolve issues and exceptions in a timely and professional manner * Ability to identify opportunities to streamline and automate * Strong analytical and communication skills with the ability to interact and collaborate with employees at all levels, including senior management * Experience with robust reporting tools such as Tableau and Business Objects to visualize and analyze data Additional Information: Requisition ID: REF9741N The future is what you make it to be. Discover compelling opportunities at Fanniemae. com/careers.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
High-Growth Global Real Estate Investment firm with an awesome culture is building out their NYC Finance Team seeking an Analyst reporting to Head of Finance along working with Asset Management Team. Their team is more of a start-up environment. This is a newly created role as their business has been growing 100% year-over-year! This role will be in office 3-days a week, 2 at home. Responsibilities: Prepare and analyze asset management monthly and year-end reporting Support and Strategize asset management plans to improve operations including: Annual Business Plans, Forecasts, and Budgets for Property Performance, Board/Management Presentations Handle On-boarding and Ad-hoc requests Prepare and analyze cash-flow analysis, corporate reporting and buy-side and dissolutions models Work with Acquisitions, Portfolio, and Audit teams Requirements/Qualifications: Bachelor's Degree in Accounting or Finance is a must - strong academic GPA 2+years of Experience in Real Estate Asset Management or Finance or Valuations - within in a professional service firm or Real Estate Investment Firm
09/19/2021
Full time
High-Growth Global Real Estate Investment firm with an awesome culture is building out their NYC Finance Team seeking an Analyst reporting to Head of Finance along working with Asset Management Team. Their team is more of a start-up environment. This is a newly created role as their business has been growing 100% year-over-year! This role will be in office 3-days a week, 2 at home. Responsibilities: Prepare and analyze asset management monthly and year-end reporting Support and Strategize asset management plans to improve operations including: Annual Business Plans, Forecasts, and Budgets for Property Performance, Board/Management Presentations Handle On-boarding and Ad-hoc requests Prepare and analyze cash-flow analysis, corporate reporting and buy-side and dissolutions models Work with Acquisitions, Portfolio, and Audit teams Requirements/Qualifications: Bachelor's Degree in Accounting or Finance is a must - strong academic GPA 2+years of Experience in Real Estate Asset Management or Finance or Valuations - within in a professional service firm or Real Estate Investment Firm
Remote Workers Needed!!! The SBA Office of Disaster Assistance (ODA) is the Federal government's primary source of money to help businesses of all sizes, private non-profit organizations, homeowners and renters recover from disasters. ODA makes Federal low-interest disaster loans to cover losses not fully compensated by insurance or other sources. Because of the magnitude of the damage caused the Novel Coronavirus, the Dallas / Fort Worth, Texas Office of Disaster Assistance, located in the CentrePort Business Park near DFW Airport and DART/TRE Station, has an ongoing need for multiple temporary full time professionals in various occupations. All positions are temporary and subject to workload requirements All positions must be available for immediate, full-time work Weekend work required for all positions and mandatory overtime could be substantial Overtime will be paid for hours in excess of 40-hours per week All Positions require competency with Microsoft Office (Excel and Word) Must pass Credit, Fingerprint & Background Check Bilingual language skills a plus Must be a U S Citizen Immediate need for Attorneys and Paralegals DOCUMENT PREPARATION / LEGAL REVIEW / LOAN CLOSINGS Attorneys will review loan authorizations and determine required documentation to affect agency's collateral position. Work closely with borrowers and provide advice concerning loan closing procedures which includes counseling on terms and conditions of loan. Attorneys conduct loan closings, disburse funds and ensure appropriate disbursements are made according to loan authorization. Attorneys also conduct reviews of notes, guaranties, mortgages, tax forms, affidavits regarding property, deed of trust, attorney opinions, title reports, title commitments, title policies, etc. and determine compliance with loan authorization. Attorneys must be current and active members in good standing of the bar of a state, territory of the United States, District of Columbia, or Commonwealth of Puerto Rico, and eligible to practice law. Experience in a real estate or mortgage lending environment preferred. Education: Recent graduates (JD, LLB, LLM) are also encouraged to apply. Candidates awaiting results of the bar examination will be considered for Paralegal Specialist positions. Paralegals filling these positions will advise borrowers on loan closing procedures; assist borrowers in completing loan closing documents; counsel borrowers on the terms and conditions of loan authorizations; explain pertinent legal and policy matters concerning the disaster lending process; and assure that loan case files are complete. Paralegals monitor the disbursement process to ensure deadlines are met. Review borrower correspondence and initiate appropriate action to respond to borrower requests. Conduct loan closings and disburse funds to borrowers. Paralegals must be able to give instructions and/or explanations of complicated legal processes over the phone or in person to people who may be in distress. The ideal candidate will possess the following Specialized Experience: • Responding to a variety of customer inquiries by providing information to internal and external customers • Performing legal research of regulations, laws, legal databases, etc. to obtain information or address issues/concerns • Reviewing loan or legal documents for compliance with applicable regulations and guidelines; AND • Assisting borrowers with closing residential and/or business loans. Education: If qualifying based on education, you must submit transcripts to be eligible. Entry Level: Bachelor's degree with GPA of 3.0 or better (Superior Academic Achievement), any field. Intermediate: Must have master's or equivalent graduate degree in related field. Advanced: Must have doctorate or equivalent graduate degree in related field. Related Graduate Education: Major study -- Because of program requirements, educational major is expected to be directly related to position to be filled (law, legal studies, criminal justice, etc.). For this skill set, a degree in Business Administration is qualifying, provided major/concentration was in law, finance, or similar area. Immediate Need for Business Loan Specialists and Loan Assistants CREDIT ANALYSIS / LOAN PROCESSING / MORTGAGE UNDERWRITING Credit Analysts, Loan Officers, Mortgage Underwriters are needed with experience evaluating financial information; determining creditworthiness and repayment ability; and making loan decisions (or recommendations) based on overall financial condition. Recent college graduates with no prior lending or loan closing experience are encouraged to apply. Additionally, individuals who have prior lending experience should have experience determining repayment ability using income related documents (tax returns, W-2, paystubs, etc.) and experience analyzing consumer credit reports. Automotive lending (Underwriting) experience is a plus! Education: A degree in Business Administration is qualifying provided the major was in accounting, finance, or similar area. Related / Relevant Undergraduate and Graduate Education: Major study - finance, business administration, economics, accounting, insurance, engineering, mathematics, banking and credit, law, real estate operations, statistics, or other fields related to the position, such as agriculture, agricultural economics, farm, livestock or ranch management. These positions are available to work remotely and will pay a base hourly rate of $18.21 - $33.39; overtime rate of $27.32 - $45.49. Please submit resume via USAJOBS.GOV Attorneys apply to Vacancy Number Paralegals apply to Vacancy Number Entry Level Paralegals Vacancy Number Loan Assistants apply to Vacancy Number Loan Specialists apply to Vacancy Number EOE/Veterans must submit DD-214 recblid fxjxs4qbqw9syyl1hsdgld54yayfjc
09/15/2021
Full time
Remote Workers Needed!!! The SBA Office of Disaster Assistance (ODA) is the Federal government's primary source of money to help businesses of all sizes, private non-profit organizations, homeowners and renters recover from disasters. ODA makes Federal low-interest disaster loans to cover losses not fully compensated by insurance or other sources. Because of the magnitude of the damage caused the Novel Coronavirus, the Dallas / Fort Worth, Texas Office of Disaster Assistance, located in the CentrePort Business Park near DFW Airport and DART/TRE Station, has an ongoing need for multiple temporary full time professionals in various occupations. All positions are temporary and subject to workload requirements All positions must be available for immediate, full-time work Weekend work required for all positions and mandatory overtime could be substantial Overtime will be paid for hours in excess of 40-hours per week All Positions require competency with Microsoft Office (Excel and Word) Must pass Credit, Fingerprint & Background Check Bilingual language skills a plus Must be a U S Citizen Immediate need for Attorneys and Paralegals DOCUMENT PREPARATION / LEGAL REVIEW / LOAN CLOSINGS Attorneys will review loan authorizations and determine required documentation to affect agency's collateral position. Work closely with borrowers and provide advice concerning loan closing procedures which includes counseling on terms and conditions of loan. Attorneys conduct loan closings, disburse funds and ensure appropriate disbursements are made according to loan authorization. Attorneys also conduct reviews of notes, guaranties, mortgages, tax forms, affidavits regarding property, deed of trust, attorney opinions, title reports, title commitments, title policies, etc. and determine compliance with loan authorization. Attorneys must be current and active members in good standing of the bar of a state, territory of the United States, District of Columbia, or Commonwealth of Puerto Rico, and eligible to practice law. Experience in a real estate or mortgage lending environment preferred. Education: Recent graduates (JD, LLB, LLM) are also encouraged to apply. Candidates awaiting results of the bar examination will be considered for Paralegal Specialist positions. Paralegals filling these positions will advise borrowers on loan closing procedures; assist borrowers in completing loan closing documents; counsel borrowers on the terms and conditions of loan authorizations; explain pertinent legal and policy matters concerning the disaster lending process; and assure that loan case files are complete. Paralegals monitor the disbursement process to ensure deadlines are met. Review borrower correspondence and initiate appropriate action to respond to borrower requests. Conduct loan closings and disburse funds to borrowers. Paralegals must be able to give instructions and/or explanations of complicated legal processes over the phone or in person to people who may be in distress. The ideal candidate will possess the following Specialized Experience: • Responding to a variety of customer inquiries by providing information to internal and external customers • Performing legal research of regulations, laws, legal databases, etc. to obtain information or address issues/concerns • Reviewing loan or legal documents for compliance with applicable regulations and guidelines; AND • Assisting borrowers with closing residential and/or business loans. Education: If qualifying based on education, you must submit transcripts to be eligible. Entry Level: Bachelor's degree with GPA of 3.0 or better (Superior Academic Achievement), any field. Intermediate: Must have master's or equivalent graduate degree in related field. Advanced: Must have doctorate or equivalent graduate degree in related field. Related Graduate Education: Major study -- Because of program requirements, educational major is expected to be directly related to position to be filled (law, legal studies, criminal justice, etc.). For this skill set, a degree in Business Administration is qualifying, provided major/concentration was in law, finance, or similar area. Immediate Need for Business Loan Specialists and Loan Assistants CREDIT ANALYSIS / LOAN PROCESSING / MORTGAGE UNDERWRITING Credit Analysts, Loan Officers, Mortgage Underwriters are needed with experience evaluating financial information; determining creditworthiness and repayment ability; and making loan decisions (or recommendations) based on overall financial condition. Recent college graduates with no prior lending or loan closing experience are encouraged to apply. Additionally, individuals who have prior lending experience should have experience determining repayment ability using income related documents (tax returns, W-2, paystubs, etc.) and experience analyzing consumer credit reports. Automotive lending (Underwriting) experience is a plus! Education: A degree in Business Administration is qualifying provided the major was in accounting, finance, or similar area. Related / Relevant Undergraduate and Graduate Education: Major study - finance, business administration, economics, accounting, insurance, engineering, mathematics, banking and credit, law, real estate operations, statistics, or other fields related to the position, such as agriculture, agricultural economics, farm, livestock or ranch management. These positions are available to work remotely and will pay a base hourly rate of $18.21 - $33.39; overtime rate of $27.32 - $45.49. Please submit resume via USAJOBS.GOV Attorneys apply to Vacancy Number Paralegals apply to Vacancy Number Entry Level Paralegals Vacancy Number Loan Assistants apply to Vacancy Number Loan Specialists apply to Vacancy Number EOE/Veterans must submit DD-214 recblid fxjxs4qbqw9syyl1hsdgld54yayfjc
At Freddie Mac, you will do important work to build a better housing finance system and you'll be part of a team helping to make homeownership and rental housing more accessible and affordable across the nation. ## Position Overview: As a Freddie Mac Multifamily Real Estate Analyst, you'll get the experience and resources you need to launch a successful career in the commercial real estate industry. In this top tier analyst program, you'll gain exposure and directly contribute to the strategies that affect the affordability and stability of the U.S. housing market. Based on your role, the risk analysis, deal execution and customer interaction will have a strong impact on the largest multifamily housing lender in the country. Apply now and learn why there is #MoreAtFreddieMac! ## Our Impact: Freddie Mac Multifamily offers a dynamic work environment, that allows Analysts to grow through a wide variety of experiences and responsibilities. Multifamily Real Estate Analysts take specific roles in various areas with immediate interaction with all levels including senior leadership. Placement and location are determined during the hiring process based on candidate experience, skill sets, areas of interests and business needs. _Our team is responsible for the following:_ _**Asset Management and Operations**_ - Customer Compliance Management (CCM) is tasked with managing Freddie Mac Multifamily's risk exposure by overseeing operational risk and Multifamily's dealings with financial institutions and counterparty credit risk. - Governance & Business Services is responsible for assessing and monitoring operational risks across the Multifamily Division to ensure compliance with regulators and oversight groups. Operational risks include data privacy, fraud/money laundering, information security and technology, business continuity, laws/regulations, process and people. - Loan Administration focuses on purchase, document review, document custody, data program, and data quality activities. - Loan Servicing focuses on reconciling Servicer reporting and cash remittance with expected values, resolving errors with Servicer by month-end deadlines, managing the multifamily cash accounts and all wire transactions. - provides physical risk analysis relating to apartment property condition, or construction or rehab analysis for properties undergoing major construction or rehabilitation. _**Business Management**_ - Establish, manage and implement divisional strategy and administration activities - Manage new business initiatives process, customer communications, marketing, training and events _**Capital Markets**_ - Ensure new transactions are priced appropriately and timely - Support the securitization process by providing due diligence, document processing, and financial/statistical analysis, and ad-hoc research - Monitor and update inputs for pricing, status reports, and other competitive analyses - Perform all portfolio management, valuation and costing of Multifamily assets - Develop and manage Multifamily models and analytical capabilities _**Production and Sales**_ - Interacting with our lenders on deal execution, property inspections, quoting and deal structuring, and working with the underwriting group to assess the risk of the deal _**Underwriting**_ - Work with the Production and Sales team on deal execution by assessing the risk of the deal, reviewing borrower financials, conducting market analysis, property inspections and presenting deals for approval - ++Risk Distribution & Credit++ ensures quality of underwriting data and analysis presented to external parties to securitization, report origination credit trends for securitized loans to senior management and the broader Division and support ongoing development and monitoring of Multifamily Credit Policy ## Your Impact: In this role, you will be an integral part of a dynamic team and will be expected to: - Collaborate with all levels of employees including division leadership - Build professional relationships across the organization and enhance your business acumen through established training opportunities and day to day work execution - Execute deals and project requirements with the highest integrity and dedication to accomplish excellence - Assist with creating solutions that help with ensuring liquidity, stability, and affordability to the U.S. housing market ## Qualifications: - Bachelor's degree in Business Administration, Finance, Accounting, Economics, Mathematics, Real Estate, Statistics or a related discipline - Minimum cumulative 3.0 GPA - Availability to begin full time employment in our January 2022 or June 2022 cohort - Graduation no more than 18 months prior to start date ## Keys to Success in this Role: - Strong verbal and written communication skills; - Strong analytical and quantitative skills - Highly organized and detail-oriented - Self-starter and entrepreneurial spirit - Must be a team player and able to work collaboratively _**NOTE:**_ _Freddie Mac will not be hiring any students, exchange visitors, or recent graduates on F-1 (CPT/OPT), J-1, M-1 visas, or any individuals requiring sponsorship for an employment based visa application (such as H-1B) in connection with these openings)._ **Current Freddie Mac employees please apply through the internal career site.** Today, Freddie Mac makes home possible for one in four home borrowers and is one of the largest sources of financing for multifamily housing. Join our smart, creative and dedicated team and you'll do important work for the housing finance system and make a difference in the lives of others. We are an equal opportunity employer and value diversity and inclusion at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by applicable law. We will ensure that individuals with differing abilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Notice to External Search Firms: Freddie Mac partners with BountyJobs for contingency search business through outside firms. Resumes received outside the BountyJobs system will be considered unsolicited and Freddie Mac will not be obligated to pay a placement fee. If interested in learning more, please visit []() and register with our referral code: MAC.
09/11/2021
Full time
At Freddie Mac, you will do important work to build a better housing finance system and you'll be part of a team helping to make homeownership and rental housing more accessible and affordable across the nation. ## Position Overview: As a Freddie Mac Multifamily Real Estate Analyst, you'll get the experience and resources you need to launch a successful career in the commercial real estate industry. In this top tier analyst program, you'll gain exposure and directly contribute to the strategies that affect the affordability and stability of the U.S. housing market. Based on your role, the risk analysis, deal execution and customer interaction will have a strong impact on the largest multifamily housing lender in the country. Apply now and learn why there is #MoreAtFreddieMac! ## Our Impact: Freddie Mac Multifamily offers a dynamic work environment, that allows Analysts to grow through a wide variety of experiences and responsibilities. Multifamily Real Estate Analysts take specific roles in various areas with immediate interaction with all levels including senior leadership. Placement and location are determined during the hiring process based on candidate experience, skill sets, areas of interests and business needs. _Our team is responsible for the following:_ _**Asset Management and Operations**_ - Customer Compliance Management (CCM) is tasked with managing Freddie Mac Multifamily's risk exposure by overseeing operational risk and Multifamily's dealings with financial institutions and counterparty credit risk. - Governance & Business Services is responsible for assessing and monitoring operational risks across the Multifamily Division to ensure compliance with regulators and oversight groups. Operational risks include data privacy, fraud/money laundering, information security and technology, business continuity, laws/regulations, process and people. - Loan Administration focuses on purchase, document review, document custody, data program, and data quality activities. - Loan Servicing focuses on reconciling Servicer reporting and cash remittance with expected values, resolving errors with Servicer by month-end deadlines, managing the multifamily cash accounts and all wire transactions. - provides physical risk analysis relating to apartment property condition, or construction or rehab analysis for properties undergoing major construction or rehabilitation. _**Business Management**_ - Establish, manage and implement divisional strategy and administration activities - Manage new business initiatives process, customer communications, marketing, training and events _**Capital Markets**_ - Ensure new transactions are priced appropriately and timely - Support the securitization process by providing due diligence, document processing, and financial/statistical analysis, and ad-hoc research - Monitor and update inputs for pricing, status reports, and other competitive analyses - Perform all portfolio management, valuation and costing of Multifamily assets - Develop and manage Multifamily models and analytical capabilities _**Production and Sales**_ - Interacting with our lenders on deal execution, property inspections, quoting and deal structuring, and working with the underwriting group to assess the risk of the deal _**Underwriting**_ - Work with the Production and Sales team on deal execution by assessing the risk of the deal, reviewing borrower financials, conducting market analysis, property inspections and presenting deals for approval - ++Risk Distribution & Credit++ ensures quality of underwriting data and analysis presented to external parties to securitization, report origination credit trends for securitized loans to senior management and the broader Division and support ongoing development and monitoring of Multifamily Credit Policy ## Your Impact: In this role, you will be an integral part of a dynamic team and will be expected to: - Collaborate with all levels of employees including division leadership - Build professional relationships across the organization and enhance your business acumen through established training opportunities and day to day work execution - Execute deals and project requirements with the highest integrity and dedication to accomplish excellence - Assist with creating solutions that help with ensuring liquidity, stability, and affordability to the U.S. housing market ## Qualifications: - Bachelor's degree in Business Administration, Finance, Accounting, Economics, Mathematics, Real Estate, Statistics or a related discipline - Minimum cumulative 3.0 GPA - Availability to begin full time employment in our January 2022 or June 2022 cohort - Graduation no more than 18 months prior to start date ## Keys to Success in this Role: - Strong verbal and written communication skills; - Strong analytical and quantitative skills - Highly organized and detail-oriented - Self-starter and entrepreneurial spirit - Must be a team player and able to work collaboratively _**NOTE:**_ _Freddie Mac will not be hiring any students, exchange visitors, or recent graduates on F-1 (CPT/OPT), J-1, M-1 visas, or any individuals requiring sponsorship for an employment based visa application (such as H-1B) in connection with these openings)._ **Current Freddie Mac employees please apply through the internal career site.** Today, Freddie Mac makes home possible for one in four home borrowers and is one of the largest sources of financing for multifamily housing. Join our smart, creative and dedicated team and you'll do important work for the housing finance system and make a difference in the lives of others. We are an equal opportunity employer and value diversity and inclusion at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by applicable law. We will ensure that individuals with differing abilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Notice to External Search Firms: Freddie Mac partners with BountyJobs for contingency search business through outside firms. Resumes received outside the BountyJobs system will be considered unsolicited and Freddie Mac will not be obligated to pay a placement fee. If interested in learning more, please visit []() and register with our referral code: MAC.
SUMMARY The Strategic Planning Senior Analyst partners with business leaders to operationalize the business to attain strategic goals and performance excellence. In this role, you are positioned to identify and monitor financial performance at each of our data centers and assist in the development and implementation of the optimal strategy across the portfolio. You play a critical role in the growth and development of future data center sites and are responsible for maintaining the company's long-term financial projections and financial modeling of potential and existing investments, including economic and market data evaluation. Partnership with Senior Leadership, Site Directors, Development and Accounting on overall data center operations, strategic projects and M&A activity is a key component of this role. RESPONSIBILITIES, other duties may be assigned • Consolidate varied reports, refine information, report out actionable insights, transform data and insights into action plans for data center leadership that will drive business objectives. • Support monthly and quarterly review of operational performance with the senior leadership team. • Collaborate with operations and development staff to identify, monitor and track key risks and opportunities at each data center site. • Maintain the company's long-term financial model incorporating input from finance and accounting, sales, development and operations. • Develop key performance metrics and dashboard to track the financial progress against the strategy. • Assist in the preparation of presentation materials for senior leadership and the Board of Directors • Compile and analyze financial information to support department operations and cost decisions. • Support strategic projects BASIC QUALIFICATIONS • Bachelor's degree preferably in Finance, Economics, Accounting, or Mathematics or equivalent professional experience • Two or more years of professional experience in management consulting, investment banking, or sell-side equity research program or similar role in financial planning and analysis or corporate development within a public company PREFERRED QUALIFICATIONS • Progress toward Chartered Financial Analyst qualification • Consulting, operations analysis, or statistics experience • Experience providing financial and analytical support to a capital intensive business KNOWLEDGE, SKILLS AND ABILITIES • Ability to organize, interpret, and draw appropriate conclusions from large volumes of data and to creatively present the information in a format that enables non-financial managers to easily understand the information. • An enthusiastic attitude in a team environment and ability to work independently. • High attention to detail and accuracy with strong written and oral communication skills • Strong initiative and creativity. • Interest in real estate, technology, and/or the data center industry is a plus. We conform to all the laws, statutes, and regulations concerning equal employment opportunities and affirmative action. We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job openings. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, Genetic Information & Testing, Family & Medical Leave, protected veteran status, or any other characteristic protected by law. We prohibit retaliation against individuals who bring forth any complaint, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any complaint or discrimination claim.
03/24/2021
Full time
SUMMARY The Strategic Planning Senior Analyst partners with business leaders to operationalize the business to attain strategic goals and performance excellence. In this role, you are positioned to identify and monitor financial performance at each of our data centers and assist in the development and implementation of the optimal strategy across the portfolio. You play a critical role in the growth and development of future data center sites and are responsible for maintaining the company's long-term financial projections and financial modeling of potential and existing investments, including economic and market data evaluation. Partnership with Senior Leadership, Site Directors, Development and Accounting on overall data center operations, strategic projects and M&A activity is a key component of this role. RESPONSIBILITIES, other duties may be assigned • Consolidate varied reports, refine information, report out actionable insights, transform data and insights into action plans for data center leadership that will drive business objectives. • Support monthly and quarterly review of operational performance with the senior leadership team. • Collaborate with operations and development staff to identify, monitor and track key risks and opportunities at each data center site. • Maintain the company's long-term financial model incorporating input from finance and accounting, sales, development and operations. • Develop key performance metrics and dashboard to track the financial progress against the strategy. • Assist in the preparation of presentation materials for senior leadership and the Board of Directors • Compile and analyze financial information to support department operations and cost decisions. • Support strategic projects BASIC QUALIFICATIONS • Bachelor's degree preferably in Finance, Economics, Accounting, or Mathematics or equivalent professional experience • Two or more years of professional experience in management consulting, investment banking, or sell-side equity research program or similar role in financial planning and analysis or corporate development within a public company PREFERRED QUALIFICATIONS • Progress toward Chartered Financial Analyst qualification • Consulting, operations analysis, or statistics experience • Experience providing financial and analytical support to a capital intensive business KNOWLEDGE, SKILLS AND ABILITIES • Ability to organize, interpret, and draw appropriate conclusions from large volumes of data and to creatively present the information in a format that enables non-financial managers to easily understand the information. • An enthusiastic attitude in a team environment and ability to work independently. • High attention to detail and accuracy with strong written and oral communication skills • Strong initiative and creativity. • Interest in real estate, technology, and/or the data center industry is a plus. We conform to all the laws, statutes, and regulations concerning equal employment opportunities and affirmative action. We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job openings. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, Genetic Information & Testing, Family & Medical Leave, protected veteran status, or any other characteristic protected by law. We prohibit retaliation against individuals who bring forth any complaint, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any complaint or discrimination claim.
State Street Corporation
California City, California
Who we are looking for Motivated and talented person with background in financial operations, preferably fixed in income pricing with 5+ years of experience. Ideal candidate will be fast learner who can learn the day-to-day process initially but move toward higher level analytic work such as business process design and optimization. Will be based out of Irvine, California office. Why this role is important to us The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for As Pricing Analyst, Officer you will Utilize advanced level of fixed income and derivative knowledge in the resolution of pricing issues and escalates to management as required. Provide pricing support to client groups, including responding proactively to inquiries, and conducting specialized pricing research and analysis. Monitor and follow up with vendors on pricing problems. Serve as back up to Pricing Team Members in daily operations. May assist in the hiring, mentoring, coaching and training of less experienced staff. Ensure validation of manual entries and accuracy of market data research to avoid errors. Be aware of broader internal/external business issues; applies to own role. Identify key issues and patterns from partial/conflicting data; take a broad perspective to problems and spot new, less obvious solutions. Serve as a subject matter expert and project analyst/lead on pricing initiatives and enhancements. What we value These skills will help you succeed in this role Proven negotiation and influencing skills. Demonstrated creative problem solving skills. Excellent communication skills including expressing complex ideas and concepts. Computer proficient including spreadsheet (Excel) and database applications. Advanced macro and query building skills. Understanding of Derivatives and Fixed Income trading instruments. Education & Preferred Qualifications Bachelor's Degree with emphasis in business, finance, economics, or math. Minimum 5 years related work experience. Prior experience working with pricing vendor terminals, websites, and software. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers
01/31/2021
Full time
Who we are looking for Motivated and talented person with background in financial operations, preferably fixed in income pricing with 5+ years of experience. Ideal candidate will be fast learner who can learn the day-to-day process initially but move toward higher level analytic work such as business process design and optimization. Will be based out of Irvine, California office. Why this role is important to us The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for As Pricing Analyst, Officer you will Utilize advanced level of fixed income and derivative knowledge in the resolution of pricing issues and escalates to management as required. Provide pricing support to client groups, including responding proactively to inquiries, and conducting specialized pricing research and analysis. Monitor and follow up with vendors on pricing problems. Serve as back up to Pricing Team Members in daily operations. May assist in the hiring, mentoring, coaching and training of less experienced staff. Ensure validation of manual entries and accuracy of market data research to avoid errors. Be aware of broader internal/external business issues; applies to own role. Identify key issues and patterns from partial/conflicting data; take a broad perspective to problems and spot new, less obvious solutions. Serve as a subject matter expert and project analyst/lead on pricing initiatives and enhancements. What we value These skills will help you succeed in this role Proven negotiation and influencing skills. Demonstrated creative problem solving skills. Excellent communication skills including expressing complex ideas and concepts. Computer proficient including spreadsheet (Excel) and database applications. Advanced macro and query building skills. Understanding of Derivatives and Fixed Income trading instruments. Education & Preferred Qualifications Bachelor's Degree with emphasis in business, finance, economics, or math. Minimum 5 years related work experience. Prior experience working with pricing vendor terminals, websites, and software. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers
SEEKING HOTEL & HOSPITALITY EXPERIENCE FOR ENTRY LEVEL MARKETING & SALES US BUSINESS SERVICES US Business Services is hiring ENTRY LEVEL marketing and sales representatives to help support our Energy Brokers' expanding customer base. We have found that those from the customer service industry thrive in this role due to their customer and 'people person' skill sets. "Hire character. Train skill." Peter Schutz We are currently looking to fill entry level marketing and sales representatives positions. We are looking for the smiling face and firm handshake to partner with our client's name. We are looking for a genuine candidate to help increase the quality of our client's brand. We are looking for an entry level candidate to develop and cross train in every aspect of: Lead Based Sales Creating & Executing Marketing Strategies Promotions Consulting Acquisition Customer Service Branding Business Development Job Requirements: US Business Services is committed for continued personal and professional development for our highly skilled sales force through training provided in office by our team as well as our Energy Brokers. Chosen candidates will be developed into experts in the following areas: Product Development Sales Training Client Representation Market Management Customer Relations Territory Supervision Campaign Intelligence If you are interested in gaining "hands-on" experience and believe you are a qualified candidate for the position please email your resume to us! This is an entry level position. All college graduates are encouraged to apply; however, the following degrees/experiences are the best matches: communications, business administration, management, advertising, marketing, public relations, political science, psychology, military, sports management, athletic experience. Compensation is based on individual performance. Candidates with the following interest should apply: Customer care, sales, entry level sales, customer relations, entry level, entry level sales, training, sales training, sales management, leadership, account sales, customer acquisition, customer conversion, customer response, sales, entry level, customer renewal, customer retention, customer research, sales, customer response, customer effectiveness, full time, entry level, sales, provides face to face service to customers, customer satisfaction, restaurant management, restaurant service, marketing and sales, services in hospitality, customer service evaluation, customer loyalty, customer service adviser, sales, full time, entry level, customer service analyst, customer service associate, sales, customer service consultant, customer relationship adviser, sales, full time, entry level, customer relationship management, marketing management, hospitality, customer service, business management, business to business sales, Outside sales, Marketing and advertising specialists, Entry level sales and Marketing, Sports minded individuals, Management training, Training others, Marketing reps, Consulting, Business Development, Marketing coordinator, , claims administration, claims representative, claims rep, claims administrator, Takoma Park, Silver Spring, Columbia, Alexandria, Washington DC, owings mills, townson, college park, columbia, washington dc, odenton, rosedale, forest heights, randallstown, silver spring,takoma park,gwynn oak,pikesville,berwyn heights,stevensville, alexandria, baltimore, owings mills,gaithersburg, laurel, ellicott city, catonsville, jessup, halethrope, clarksville, glen burnie, college park, towson, annapolis, bowie. Business development manager, customer relationship manager, restaurant, retail, full time, part time, entry level accounting, full time administrative assistant, receptionist, warehouse manager, retail associate, retail cashier, coaching, coached sports, student athlete, sports management, trainer, leader, sports-minded role, consultant, marketing, management, office assistant, office, clerical, office manager, insurance, customer service representative, leadership, operations manager, store manager, supervisor, director, teacher, project manager, communications, retail salesperson, customer service, marketing manager, marketing, territory manager, sales administrator, full time marketing executive, e-business, distribution manager, customer service clerk, call center agent, customer service director, customer service sales, field sales representative, account manager, advertising director, area sales manager, communications manager, full time communications director, media relations, public relations, e-commerce, sales, inside sales, outside sales, direct sales, insurance sales, executive administrative assistant, sports director, sports league official, business systems analyst, assistant manager, office support worker, admin support worker, human resources, full time recruiter, entry level recruiter, real estate, real estate agent, property management, training, develop, development, host, hostess, waitress, waiter, full time prep cook, restaurant manager
01/30/2021
Full time
SEEKING HOTEL & HOSPITALITY EXPERIENCE FOR ENTRY LEVEL MARKETING & SALES US BUSINESS SERVICES US Business Services is hiring ENTRY LEVEL marketing and sales representatives to help support our Energy Brokers' expanding customer base. We have found that those from the customer service industry thrive in this role due to their customer and 'people person' skill sets. "Hire character. Train skill." Peter Schutz We are currently looking to fill entry level marketing and sales representatives positions. We are looking for the smiling face and firm handshake to partner with our client's name. We are looking for a genuine candidate to help increase the quality of our client's brand. We are looking for an entry level candidate to develop and cross train in every aspect of: Lead Based Sales Creating & Executing Marketing Strategies Promotions Consulting Acquisition Customer Service Branding Business Development Job Requirements: US Business Services is committed for continued personal and professional development for our highly skilled sales force through training provided in office by our team as well as our Energy Brokers. Chosen candidates will be developed into experts in the following areas: Product Development Sales Training Client Representation Market Management Customer Relations Territory Supervision Campaign Intelligence If you are interested in gaining "hands-on" experience and believe you are a qualified candidate for the position please email your resume to us! This is an entry level position. All college graduates are encouraged to apply; however, the following degrees/experiences are the best matches: communications, business administration, management, advertising, marketing, public relations, political science, psychology, military, sports management, athletic experience. Compensation is based on individual performance. Candidates with the following interest should apply: Customer care, sales, entry level sales, customer relations, entry level, entry level sales, training, sales training, sales management, leadership, account sales, customer acquisition, customer conversion, customer response, sales, entry level, customer renewal, customer retention, customer research, sales, customer response, customer effectiveness, full time, entry level, sales, provides face to face service to customers, customer satisfaction, restaurant management, restaurant service, marketing and sales, services in hospitality, customer service evaluation, customer loyalty, customer service adviser, sales, full time, entry level, customer service analyst, customer service associate, sales, customer service consultant, customer relationship adviser, sales, full time, entry level, customer relationship management, marketing management, hospitality, customer service, business management, business to business sales, Outside sales, Marketing and advertising specialists, Entry level sales and Marketing, Sports minded individuals, Management training, Training others, Marketing reps, Consulting, Business Development, Marketing coordinator, , claims administration, claims representative, claims rep, claims administrator, Takoma Park, Silver Spring, Columbia, Alexandria, Washington DC, owings mills, townson, college park, columbia, washington dc, odenton, rosedale, forest heights, randallstown, silver spring,takoma park,gwynn oak,pikesville,berwyn heights,stevensville, alexandria, baltimore, owings mills,gaithersburg, laurel, ellicott city, catonsville, jessup, halethrope, clarksville, glen burnie, college park, towson, annapolis, bowie. Business development manager, customer relationship manager, restaurant, retail, full time, part time, entry level accounting, full time administrative assistant, receptionist, warehouse manager, retail associate, retail cashier, coaching, coached sports, student athlete, sports management, trainer, leader, sports-minded role, consultant, marketing, management, office assistant, office, clerical, office manager, insurance, customer service representative, leadership, operations manager, store manager, supervisor, director, teacher, project manager, communications, retail salesperson, customer service, marketing manager, marketing, territory manager, sales administrator, full time marketing executive, e-business, distribution manager, customer service clerk, call center agent, customer service director, customer service sales, field sales representative, account manager, advertising director, area sales manager, communications manager, full time communications director, media relations, public relations, e-commerce, sales, inside sales, outside sales, direct sales, insurance sales, executive administrative assistant, sports director, sports league official, business systems analyst, assistant manager, office support worker, admin support worker, human resources, full time recruiter, entry level recruiter, real estate, real estate agent, property management, training, develop, development, host, hostess, waitress, waiter, full time prep cook, restaurant manager
#6205 No Corp to Corp No Sponsorship No third party candidates considered for this position Local Candidates are encouraged to apply Oure Client is looking for a Retail IT Business Operations Lead for a Contract to Hire position in the Loma Linda, CA area. Job Summary: As the Retail IT Business Operations lead, you will be primarily responsible for building strategic relationships with key business leaders including executives. You will serve as liaison between IT and business end users where you will: Advocate within IT, helping the delivery teams better understand business strategies and actions building strategic relationships with key business leaders including executives. You will be focusing on developing in-depth understanding of Real Estate, Construction, Property Management, Store Maintenance, Public Relations and Charities business processes, in retail including its needs, objectives, and priorities, and identifying opportunities that add value to the organization. Utilize your depth of project management skills to keep track of several concurrent projects thru the life cycle. This position currently has no direct reports. Work with Business Analysts and others to gather, document, and prioritize business requirements, assess options, risks, and costs, assist in the identification, evaluation, and design of technical and non-technical solutions, and develop and execute test plans. Your resume must reflect a solid understanding of the Retail environment with at least 10 years of project management or similar job responsibilities encompassing: Business Operations Marketing Retail Operations Distribution, Warehousing, Logistics Accounting and Administration. Specifically looking for your demonstrated skills with any or all of the following: Implementing and supporting "Infor Enterprise Asset Management" or similar applications Experience with ERP applications Real estate and construction technologies Capital planning and Lease management solutions Time and attendance system Application Development knowledge Web Application and User Interface design Excellent written and verbal communication, interpersonal, presentation, superior listening, critical thinking, probing, conflict resolution, and negotiation skills Education and/or Certification: Bachelor's degree in computer science or a degree from another discipline with equivalent combination of formal education and related experience. Our client will give preference to candidates with a (PMP) -Project Management Institute certification or Business Relationship Management Institute certification. If qualified and interested in this opportunity, please reply to JO#6205 with current resume and hourly and salary requirements. - provided by Dice
01/27/2021
Full time
#6205 No Corp to Corp No Sponsorship No third party candidates considered for this position Local Candidates are encouraged to apply Oure Client is looking for a Retail IT Business Operations Lead for a Contract to Hire position in the Loma Linda, CA area. Job Summary: As the Retail IT Business Operations lead, you will be primarily responsible for building strategic relationships with key business leaders including executives. You will serve as liaison between IT and business end users where you will: Advocate within IT, helping the delivery teams better understand business strategies and actions building strategic relationships with key business leaders including executives. You will be focusing on developing in-depth understanding of Real Estate, Construction, Property Management, Store Maintenance, Public Relations and Charities business processes, in retail including its needs, objectives, and priorities, and identifying opportunities that add value to the organization. Utilize your depth of project management skills to keep track of several concurrent projects thru the life cycle. This position currently has no direct reports. Work with Business Analysts and others to gather, document, and prioritize business requirements, assess options, risks, and costs, assist in the identification, evaluation, and design of technical and non-technical solutions, and develop and execute test plans. Your resume must reflect a solid understanding of the Retail environment with at least 10 years of project management or similar job responsibilities encompassing: Business Operations Marketing Retail Operations Distribution, Warehousing, Logistics Accounting and Administration. Specifically looking for your demonstrated skills with any or all of the following: Implementing and supporting "Infor Enterprise Asset Management" or similar applications Experience with ERP applications Real estate and construction technologies Capital planning and Lease management solutions Time and attendance system Application Development knowledge Web Application and User Interface design Excellent written and verbal communication, interpersonal, presentation, superior listening, critical thinking, probing, conflict resolution, and negotiation skills Education and/or Certification: Bachelor's degree in computer science or a degree from another discipline with equivalent combination of formal education and related experience. Our client will give preference to candidates with a (PMP) -Project Management Institute certification or Business Relationship Management Institute certification. If qualified and interested in this opportunity, please reply to JO#6205 with current resume and hourly and salary requirements. - provided by Dice
Bookkeeper / Operations Analyst Our client, located in Palm Beach, is seeking an exceptional Bookkeeper and Operations Analyst to assist with several family-owned businesses which span multiple sectors, including the jewelry manufacturing and luxury retail sectors. They are rapidly expanding these businesses and intend to develop new lines of business in the near future as well. Their team of tenured professionals works closely together and strives for a startup mentality with institutional execution. As the Bookkeeper & Operations Analyst, you will be responsible for bookkeeping, financial reporting and providing operations support for these various businesses. Each business has its own reporting requirements and deadlines, as well as varying levels of complexity. The role will report to the Head of Finance and Operations and will include regular interaction with the CEO. Responsibilities: Maintain accurate and timely books and records in QuickBooks including manual data entry and review of automated postings from upstream systems (e.g., SAP Concur, Shopify point of sale) Maintain and manage Bill Payment, Accounts Payable and Accounts Receivable across the businesses Develop and maintain automated posting links with upstream systems Provide regular financial reports and track KPIs Provide ad hoc reporting upon request Serve as the main point of contact for third party financial service providers (e.g., CPA firms, bankers, fund administrators) Assist in special projects and broadly across the operations of the businesses Compliance with all company policies and procedures Job Requirements: Qualifications: 3+ years of experience in bookkeeping Mastery of QuickBooks including data capture, data connections and reporting functionalities Experience creating dynamic books to provide management with actionable information Excellent interpersonal and communication skills Highly self-motivated and organized Ability to adapt and problem solve Excellent attention to detail Four-year college degree in accounting and/or finance with a strong academic record Preferred Experience: Experience in the retail, ecommerce, jewelry and/or commercial real estate sectors Benefits: Our client values their employees' time and efforts. Their commitment to your success is enhanced by their competitive compensation and benefits package. Plus, they work to maintain the best possible environment for their employees, where people can learn and grow with the company. They strive to provide a collaborative environment where each person feels encouraged to contribute to their processes, decisions, planning and culture. Our client is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
01/15/2021
Full time
Bookkeeper / Operations Analyst Our client, located in Palm Beach, is seeking an exceptional Bookkeeper and Operations Analyst to assist with several family-owned businesses which span multiple sectors, including the jewelry manufacturing and luxury retail sectors. They are rapidly expanding these businesses and intend to develop new lines of business in the near future as well. Their team of tenured professionals works closely together and strives for a startup mentality with institutional execution. As the Bookkeeper & Operations Analyst, you will be responsible for bookkeeping, financial reporting and providing operations support for these various businesses. Each business has its own reporting requirements and deadlines, as well as varying levels of complexity. The role will report to the Head of Finance and Operations and will include regular interaction with the CEO. Responsibilities: Maintain accurate and timely books and records in QuickBooks including manual data entry and review of automated postings from upstream systems (e.g., SAP Concur, Shopify point of sale) Maintain and manage Bill Payment, Accounts Payable and Accounts Receivable across the businesses Develop and maintain automated posting links with upstream systems Provide regular financial reports and track KPIs Provide ad hoc reporting upon request Serve as the main point of contact for third party financial service providers (e.g., CPA firms, bankers, fund administrators) Assist in special projects and broadly across the operations of the businesses Compliance with all company policies and procedures Job Requirements: Qualifications: 3+ years of experience in bookkeeping Mastery of QuickBooks including data capture, data connections and reporting functionalities Experience creating dynamic books to provide management with actionable information Excellent interpersonal and communication skills Highly self-motivated and organized Ability to adapt and problem solve Excellent attention to detail Four-year college degree in accounting and/or finance with a strong academic record Preferred Experience: Experience in the retail, ecommerce, jewelry and/or commercial real estate sectors Benefits: Our client values their employees' time and efforts. Their commitment to your success is enhanced by their competitive compensation and benefits package. Plus, they work to maintain the best possible environment for their employees, where people can learn and grow with the company. They strive to provide a collaborative environment where each person feels encouraged to contribute to their processes, decisions, planning and culture. Our client is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
