4-year degree; or equivalent professional work experience. Wealth Management $335 billion retail investment client assets held or managed.
Experience with code generation, automated (scripted) web application testing, and/or continuous integration. Experience with Linux server administration, e.g.…
You will assume full responsibility to guide new home purchasers through the loan process from loan application to approval and settlement. You also serve as the primary point of contact for…
Administration or Accounting Degree or commensurate experience. Ensure proper internal accounting controls are in place, and oversee CPA document preparation or…
Promptly report any security breaches or unauthorized access incidents to the appropriate department or compliance officer.
Bring any deal of 10 days or older to the GM’s attention. Be able to run a deal quickly from start to finish. Run $2k PVR and 2+ Products per Deal.
Secure finance approval by accurately preparing finance/lease transactions through finance sources. Generate finance penetration reports, and coordinate with…
High school diploma or equivalent. Providing service to applicants and prospective customers seeking a home loan, including interviewing, pre-qualification and…
Experience with customer relationship management software, SunGard/FIS or other trust accounting systems. CTFA or CFP preferred; advanced degree/designation,…