Experience with Quickbooks Online or other Accounting Platforms. Regular communication with CFO, Senior Staff Accountants, and Staff Accountants regarding…
Bachelor’s or higher degree in accounting, or related field, required. Experience with QuickBooks Online or other Accounting Platforms.
Support customers and employees in resolving or escalating concerns or complaints. 2+ years of experience assessing and meeting the needs of customers or…
Experience using financial software tools for data management and reporting. Utilize financial software to analyze client data and prepare necessary reports.
Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry…
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness…
Bachelor’s degree in business, banking, or finance preferred. Good understanding of banking computer software and MS Office.
8–10 years of experience in risk operations or risk management within the mortgage industry, mortgage insurance, banking, financial services, or secondary-…
Licenses FINRA Series 7 and 66 (or 63,65) required. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to…
Associate’s degree in technical or related field, or at a minimum an Information Technology (IT) Software Development Certification.