- Everglades Equipment Group (Wellington, FL)
- …reports and statements * Record and review routine and recurring accounting transactions * Perform complex account reconciliations, including cash and credit card ... accounts * Analyze financial and statistical data to ensure accuracy and completeness * Investigate, reconcile, and explain unusual variances or discrepancies in financial reports * Make necessary corrections and adjustments to ensure accurate reporting… more
- American Title Service Agency (Scottsdale, AZ)
- …responsible for establishing new escrow accountsComplete real estate escrow transactions by determining requirements; clearing titles; assembling, preparing, and ... or principalsEstablish escrow account by depositing funds; maintaining recordsPrepare transaction documents by completing forms and statements; collecting and… more
- Heritage Bank (Longview, WA)
- …with commercial banking teams. Provides in-office customer service, including transaction processing, opening new accounts, and account maintenance, in compliance ... limits. Performs required "Know Your Customer" due diligence when processing transactions and responding to customer requests. Minimizes risk by identifying any… more
- Reed Smith LLP (Pittsburgh, PA)
- …and collaborative structure make us the go-to partner for complex disputes, transactions and regulatory matters. Our team of 3,000 people (including more than ... opportunities for AI-assisted litigation strategy, workflow automation, and corporate transaction support. Operational Excellence & Team Leadership. Mentor junior… more
- Usb (Union Savings Bank) (Bethel, CT)
- …customer service surveys. Accountable for successful retention of customers. Handle transactions accurately and efficiently, respecting the customer's time. Serve as ... law, specifically on e-mail signatures and business cards. Perform essential customer transaction functions with accuracy and in a timely manner. Comply with all… more
- Heritage Bank (Lacey, WA)
- …verification procedures and compliance requirements. Actively grow and cross-sell business transaction accounts as well as all bank products and services. Partner ... and services. Maintain confidentiality when handling customer requests and transactions . Ensure compliance with applicable regulatory requirements and internal… more
- Santander Holdings USA Inc (New York, NY)
- …and portfolio management of sponsor-driven infrastructure and energy corporate transactions . The portfolio primarily includes Infrastructure Finance corporate loans ... to the deal team, owning the financial analysis, credit narrative, transaction structuring, and risk positioning from origination through post-close management. The… more
- Larson Capital Management LLC (Chesterfield, MO)
- …term negotiation, and financial due diligence. Due Diligence & Transaction Management Manage and coordinate third-party reports, including appraisals, environmental, ... assumptions. Assist with closing documentation, data room management, and transaction execution. Asset Management & Dispositions Support the asset management… more
- Usaa (Charlotte, NC)
- …and/or Fraud Investigations. Familiarity in financial crimes concepts, including transaction monitoring, AML and Fraud investigations, and case management systems. ... Mastery of AML, Fraud, CTR, OFAC, PEP/NN, KYC, QA/QC concepts, terminology, regulatory requirements, and data table structures as foundational domains to oversee the development and delivery of critical AML, Fraud, and other related operational, management,… more
- The Davis Team (Vacaville, CA)
- …You'll be supported by experienced leadership, in-house marketing, operations, and transaction coordination so you can focus on conversations, appointments, and ... Compensation: $133,500 Responsibilities: Work with both buyers and sellers throughout the transaction process Build and manage a personal pipeline using team systems… more
- RUEB STOLLER DANIEL LLP (Carlsbad, CA)
- …your resume and a brief cover letter detailing your experience with complex transaction workflows and your leadership philosophy. PIe34b3f8814a7-31181-39130578 ... With offices across the US and our operational headquarters in Carlsbad, CA, we are committed to delivering exceptional client service, rigorous case management, and high-quality legal work across a wide range of tort dockets. We are expanding our attorney… more
- Northwestern Mutual (Franklin, WI)
- …services in a call center environment Proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) ... level calls and transactions in a registered area and is learning to...clients and field. Understands risks and impacts that the transaction has on the client or policy. Understands how… more
- United Nations Federal Credit Union (Queens, NY)
- …apply service principles to all interactions, process all member transactions while maintaining confidentiality, handle foreign currency transactions , ... every interaction. * Accurately process a wide range of member transactions -including deposits, withdrawals, transfers, checks, loan payments, money orders, and… more
- LOFT (Houston, TX)
- …and navigates the ANN INC. computer learning systems Performs register transactions quickly and efficiently (eg, sales, send sales, returns, exchanges, payments) ... (DOM's) and StyleFinder to locate product for clients and processes transactions accurately Operates phone, answering calls with an appropriate greeting,… more
- United Nations Federal Credit Union (New York, NY)
- …apply service principles to all interactions, process all member transactions while maintaining confidentiality, handle foreign currency transactions , ... member experience at each touch point. Ensure accurate processing of transactions including but not limited to deposits, withdrawals, transfers, share drafts,… more
- Ethos Veterinary Health (Arvada, CO)
- …considering the range and complexity of services offered. Manage financial transactions such as invoice credits, adjustments, reconciliations, deposits, and client ... with vendors as needed and support Financial Admin with transaction oversight. Oversee Cubex reconciliation, controlled substance inventory, and procurement,… more
- United Nations Federal Credit Union (New York, NY)
- …related issues and find solutions to fix it by creating indexes, transaction isolation levels and optimizing code. Resolve database performance issues by looking ... at query plans, create appropriate indexes, resolve dead locks and create table hints. Design, develop, deploy, and maintain reports on SSRS and/or OBIEE. Evaluate, design, propose, and secure approval for all design and implementation. Work with multiple… more
- Trust Counsel PL (Coral Gables, FL)
- …prepare complex estate and gift tax planning structures, including various corporate transactions and trusts, such as ILITs, SLATs, QPRTs, and IDGTs. Coordinate the ... estate and gift tax planning structures, as well as corporate transactions , including preferred partnership freezes, Family Limited Partnerships, ILITs, SLATS,… more
- Usb (Union Savings Bank) (Torrington, CT)
- …service satisfying customer banking needs to include accurately handing service transactions (deposits, withdrawals, etc.) in accordance with bank policies and ... project quickly put aside and interact with the customer. * Handle transactions accurately and efficiently, respecting customers time * Maintain the highest levels… more
- Heritage Bank (Bellevue, WA)
- …and service referral process. Effectively evaluate and manage each client relationship and transaction for financial and credit risk and potential loss to the Bank, ... ensuring adequate safeguards and monitoring of accounts. Ensures collateral, routinely reviews cash-flow and ensures standards and loan terms are met on an ongoing basis. Proactively leverage ideas, insights, and relationships to generate new and incremental… more
