At Lower, we are growing! We are seeking to hire an enthusiastic individual ready to continue their career as a mortgage Loan Advisor. As a tech-centered online mortgage and refinancing company, Lower aims to assist people that are making home financing decisions through a transparent and accessible process. The Loan Advisor will be responsible for effectively generating mortgage loan production by responding to phone and web based customer inquiries, leads and referrals to communicate with prospective borrowers. This position is the backbone of Lower by continually bringing in and closing loans to generate revenue for the company. When working in this position you will work directly with our Direct to Consumer sales team. We offer:
Competitive Base Salary
Extended Benefit Offerings Including:
Medical/Dental/Vision
Maternity Leave
Life Insurance
LTD/STD
Corporate Wellness Program
Paid Holidays and Paid Time Off
Duties and Responsibilities:
Represent Lower in the market in a positive manner and network to create additional loan opportunities for yourself and the company.
Responsible for working with phone and web generated leads to close business.
Originate quality loans by selling loan products and services to clients.
Interview prospective borrowing to analyze financial and credit data to determine customer’s
financing objectives.
Generate new and repeat sales by providing product information and outstanding customer service.
Recommend alternate products based on cost, availability, or specifications.
Present price, credit and terms in accordance with company standards and regulatory
requirements.
Educate customers about features and benefits of products in order to improve customer satisfaction and increase sales.
Attendance, promptness, professionalism, the ability to pay attention to detail, cooperativeness with co-workers and management, and excellent customer service.
Other duties or special projects as assigned.
Requirements:
High School Diploma or equivalent
Knowledge of industry products, policies and procedures, underwriting requirements, conventional and governmental loan requirements, operations and compliance regulations.
Ability to analyze and comprehend complex financial data and provide alternatives.
Ability to acquire national (NMLS) and applicable state licenses, if not already obtained.
Excellent customer service and communication skills.
Lower provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Apr 19, 2019
Full time
At Lower, we are growing! We are seeking to hire an enthusiastic individual ready to continue their career as a mortgage Loan Advisor. As a tech-centered online mortgage and refinancing company, Lower aims to assist people that are making home financing decisions through a transparent and accessible process. The Loan Advisor will be responsible for effectively generating mortgage loan production by responding to phone and web based customer inquiries, leads and referrals to communicate with prospective borrowers. This position is the backbone of Lower by continually bringing in and closing loans to generate revenue for the company. When working in this position you will work directly with our Direct to Consumer sales team. We offer:
Competitive Base Salary
Extended Benefit Offerings Including:
Medical/Dental/Vision
Maternity Leave
Life Insurance
LTD/STD
Corporate Wellness Program
Paid Holidays and Paid Time Off
Duties and Responsibilities:
Represent Lower in the market in a positive manner and network to create additional loan opportunities for yourself and the company.
Responsible for working with phone and web generated leads to close business.
Originate quality loans by selling loan products and services to clients.
Interview prospective borrowing to analyze financial and credit data to determine customer’s
financing objectives.
Generate new and repeat sales by providing product information and outstanding customer service.
Recommend alternate products based on cost, availability, or specifications.
Present price, credit and terms in accordance with company standards and regulatory
requirements.
Educate customers about features and benefits of products in order to improve customer satisfaction and increase sales.
Attendance, promptness, professionalism, the ability to pay attention to detail, cooperativeness with co-workers and management, and excellent customer service.
Other duties or special projects as assigned.
Requirements:
High School Diploma or equivalent
Knowledge of industry products, policies and procedures, underwriting requirements, conventional and governmental loan requirements, operations and compliance regulations.
Ability to analyze and comprehend complex financial data and provide alternatives.
Ability to acquire national (NMLS) and applicable state licenses, if not already obtained.
Excellent customer service and communication skills.
Lower provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Lower is launching an Accelerate to Loan Advisor Program! We are seeking to hire an enthusiastic individual eager to take part in the Accelerate to Loan Advisor Program. As a tech-centered online mortgage and refinancing company, Lower aims to assist people that are making home financing decisions through a transparent and accessible process. The Accelerate to Loan Advisor Program will provide the necessary tools to become a successful Loan Advisor. Our objective is to elevate your sales skillset and effectively train you on all aspects of a mortgage loan from origination to closing. As an Account Manager, you will be responsible for making outbound calls to potential clients and transferring new business leads to Loan Advisors. We offer:
Competitive Base Salary
Extended Benefit Offerings Including:
Medical/Dental/Vision
Maternity Leave
Life Insurance
LTD/STD
Corporate Wellness Program
Paid Holidays and Paid Time Off
Duties and Responsibilities:
Responsible for making initial outbound calls to potential clients
Develop rapport and engage external clients to facilitate data entry and collection
Collaborate with Loan Officers and all management teams to deliver a financial product that best suits the clients' financial profile
Acquire and maintain mortgage industry knowledge
Other duties or special projects as assigned
Requirements :
High-School diploma or GED required
Superior customer service
Ability to effectively communicate over the phone
Negotiation skills
Energetic and forward thinker
Strong work ethic with attention to detail
Prior customer service, Banking and phone sales preferred
Lower provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Apr 19, 2019
Full time
Lower is launching an Accelerate to Loan Advisor Program! We are seeking to hire an enthusiastic individual eager to take part in the Accelerate to Loan Advisor Program. As a tech-centered online mortgage and refinancing company, Lower aims to assist people that are making home financing decisions through a transparent and accessible process. The Accelerate to Loan Advisor Program will provide the necessary tools to become a successful Loan Advisor. Our objective is to elevate your sales skillset and effectively train you on all aspects of a mortgage loan from origination to closing. As an Account Manager, you will be responsible for making outbound calls to potential clients and transferring new business leads to Loan Advisors. We offer:
Competitive Base Salary
Extended Benefit Offerings Including:
Medical/Dental/Vision
Maternity Leave
Life Insurance
LTD/STD
Corporate Wellness Program
Paid Holidays and Paid Time Off
Duties and Responsibilities:
Responsible for making initial outbound calls to potential clients
Develop rapport and engage external clients to facilitate data entry and collection
Collaborate with Loan Officers and all management teams to deliver a financial product that best suits the clients' financial profile
Acquire and maintain mortgage industry knowledge
Other duties or special projects as assigned
Requirements :
High-School diploma or GED required
Superior customer service
Ability to effectively communicate over the phone
Negotiation skills
Energetic and forward thinker
Strong work ethic with attention to detail
Prior customer service, Banking and phone sales preferred
Lower provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
The Accounts Payable Specialist is responsible for performing the company’s accounts payable function. This position processes the payment of invoices, other vendor payments, and the purchase of business assets. This position ensures company policies and procedures are being adhered to as they pertain to accounts payable.
Essential Duties and Responsibilities:
Perform daily, monthly, quarterly, and year-end accounts payable and business asset processes and reconciliations to ensure deadlines are met.
Communicate with employees at all levels of the organization to facilitate accurate and timely processing of supplier invoices. Ensure all requests for payment have the required documentation and approvals.
Process new vendor requests and vendor updates. Communicate with new vendors to set up account information, respond to payment questions, and update vendor details as needed.
Ensure expenses and business assets are recorded in accordance with generally accepted accounting principles (GAAP).
Provide accounts payable and business asset support for all departments and branches within the company, as well as respond to requests from Internal and External Auditors.
Perform other duties as required to support the Accounting Department.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required:
Attentive to detail; must be able to accurately and reliably perform daily and monthly Accounting tasks.
Thorough knowledge of Microsoft Excel (pivot tables, vlookups, etc.).
Quick learner; able to assimilate new ideas and thrive in a fast-paced environment.
Must be able communicate effectively with individuals at all levels of the organization.
Education and/or Experience:
Bachelor's degree in Accounting
Physical Demands:
Must be able to constantly remain in a stationary position.
The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.
Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
Occasionally may require light lifting up to 25 pounds.
Work Environment:
Office environment.
Occasional travel may be required.
This job description reflects management’s assignment of essential functions; nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Apr 16, 2019
Full time
The Accounts Payable Specialist is responsible for performing the company’s accounts payable function. This position processes the payment of invoices, other vendor payments, and the purchase of business assets. This position ensures company policies and procedures are being adhered to as they pertain to accounts payable.
Essential Duties and Responsibilities:
Perform daily, monthly, quarterly, and year-end accounts payable and business asset processes and reconciliations to ensure deadlines are met.
Communicate with employees at all levels of the organization to facilitate accurate and timely processing of supplier invoices. Ensure all requests for payment have the required documentation and approvals.
Process new vendor requests and vendor updates. Communicate with new vendors to set up account information, respond to payment questions, and update vendor details as needed.
Ensure expenses and business assets are recorded in accordance with generally accepted accounting principles (GAAP).
Provide accounts payable and business asset support for all departments and branches within the company, as well as respond to requests from Internal and External Auditors.
Perform other duties as required to support the Accounting Department.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required:
Attentive to detail; must be able to accurately and reliably perform daily and monthly Accounting tasks.
Thorough knowledge of Microsoft Excel (pivot tables, vlookups, etc.).
Quick learner; able to assimilate new ideas and thrive in a fast-paced environment.
Must be able communicate effectively with individuals at all levels of the organization.
Education and/or Experience:
Bachelor's degree in Accounting
Physical Demands:
Must be able to constantly remain in a stationary position.
The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.
Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
Occasionally may require light lifting up to 25 pounds.
Work Environment:
Office environment.
Occasional travel may be required.
This job description reflects management’s assignment of essential functions; nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
AxiomSL is a dynamic, fast-growing software company whose list of clients includes major global financial institutions and corporations. We offer a complete line of software tools in the risk management, compliance and financial control areas.
Our technology combines object-oriented programming, relational database technology, graphical user interfaces and sophisticated financial models. Axiom Software Laboratories is headquartered in New York with regional offices across the world. Our clients include most of the Tier 1 international financial institutions.
We are looking for outstanding candidates who wish to work in a challenging and fast paced organization to join our growing team of staff.
AxiomSL is an equal opportunity employer and considers all applicants for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, gender expression, age, disability, or military or veteran status or any other characteristic protected by federal, state or local law.
The Regulatory Reporting Analyst/Developer analyzes financial regulatory requirements and creates functionality for different regulatory solutions using AxiomSL framework. The successful applicant works closely with clients and internal teams of subject matter experts to design better solutions for regulatory reporting needs. In some instances the applicant may also work with the solutions architects from external implementation teams to better understand the clients’ needs and satisfy their requirements.
Essential Duties and Responsibilities include the following, but are not limited to:
Read and analyze regulator financial documentation
Create use cases based on requirements
Work with client issues and support team
Work with internal and external teams to prepare product design specifications.
Takes the lead for US development teams on selected projects.
Oversight of AxiomSL offshore developments.
Guides and supports product implementation teams.
Design test cases and generate test data.
Conducts business requirements as well as, technical specification and data content analysis
Conduct research into relative technologies and recommend productivity tools.
Provide support for current operations, servers and installations.
Develop and test to implement the highest level of quality software.
REQUIREMENTS
Skills and experience:
B.A. or B.S. degree in Finance, Economics, Computer Science, Information Systems, Math.
Prior banking or financial regulation analysis experience is a plus.
3 - 5 years of experience in analytics/development role for a financial company.
Ability to work independently with strong analytic and logical skills.
Strong knowledge of Microsoft Office products and particularly Excel.
Individual must be organized, dependable and display initiative.
Ability to multi-task and the ability to quickly transition as priorities change to meet demands.
Must have effective written and verbal communication skills.
Ability to work in a team oriented environment and interact with clients in a professional manner.
Technical Requirements:
Skills to read and follow regulatory requirements
Must be proficient in excel and capable of writing and analyzing complex formulas.
Is proactive in taking responsibilities
Knowledge of relational and dimensional data modeling.
Experience with DBMS such as Oracle, MS SQL or Sybase.
Strong SQL skills and experience using query tools such as SQL developer.
Experience with programming languages
Exposure to ETL tools such as Informatica or PowerCenter a plus.
MUST APPLY ON OUR WEBSITE
Apr 16, 2019
Full time
AxiomSL is a dynamic, fast-growing software company whose list of clients includes major global financial institutions and corporations. We offer a complete line of software tools in the risk management, compliance and financial control areas.
Our technology combines object-oriented programming, relational database technology, graphical user interfaces and sophisticated financial models. Axiom Software Laboratories is headquartered in New York with regional offices across the world. Our clients include most of the Tier 1 international financial institutions.
We are looking for outstanding candidates who wish to work in a challenging and fast paced organization to join our growing team of staff.
AxiomSL is an equal opportunity employer and considers all applicants for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, gender expression, age, disability, or military or veteran status or any other characteristic protected by federal, state or local law.
The Regulatory Reporting Analyst/Developer analyzes financial regulatory requirements and creates functionality for different regulatory solutions using AxiomSL framework. The successful applicant works closely with clients and internal teams of subject matter experts to design better solutions for regulatory reporting needs. In some instances the applicant may also work with the solutions architects from external implementation teams to better understand the clients’ needs and satisfy their requirements.
Essential Duties and Responsibilities include the following, but are not limited to:
Read and analyze regulator financial documentation
Create use cases based on requirements
Work with client issues and support team
Work with internal and external teams to prepare product design specifications.
Takes the lead for US development teams on selected projects.
Oversight of AxiomSL offshore developments.
Guides and supports product implementation teams.
Design test cases and generate test data.
Conducts business requirements as well as, technical specification and data content analysis
Conduct research into relative technologies and recommend productivity tools.
Provide support for current operations, servers and installations.
Develop and test to implement the highest level of quality software.
REQUIREMENTS
Skills and experience:
B.A. or B.S. degree in Finance, Economics, Computer Science, Information Systems, Math.
Prior banking or financial regulation analysis experience is a plus.
3 - 5 years of experience in analytics/development role for a financial company.
Ability to work independently with strong analytic and logical skills.
Strong knowledge of Microsoft Office products and particularly Excel.
Individual must be organized, dependable and display initiative.
Ability to multi-task and the ability to quickly transition as priorities change to meet demands.
Must have effective written and verbal communication skills.
Ability to work in a team oriented environment and interact with clients in a professional manner.
Technical Requirements:
Skills to read and follow regulatory requirements
Must be proficient in excel and capable of writing and analyzing complex formulas.
Is proactive in taking responsibilities
Knowledge of relational and dimensional data modeling.
Experience with DBMS such as Oracle, MS SQL or Sybase.
Strong SQL skills and experience using query tools such as SQL developer.
Experience with programming languages
Exposure to ETL tools such as Informatica or PowerCenter a plus.
MUST APPLY ON OUR WEBSITE
Our Company:
Axiom Software Laboratories combines deep industry expertise with an intelligent data management platform to deliver regulatory, liquidity, capital & credit, operations and trade & transaction reporting. Our global footprint spans 70 regulators across 50 jurisdictions, surveilling more than 4,000 regulatory filings. We currently serve national, regional and global financial institutions with more than $39 trillion in total assets.
Founded in 1991, AxiomSL is headquartered in New York City with regional offices worldwide. We are the industry leader in providing enterprise- wide data and risk management solutions for our clients all around the world. We are continuously seeking great talent to help us continue to surface new ideas, deliver excellence in innovation and provide our clients with on of the most comprehensive data and risk management solution on the market.
AxiomSL is looking for an Implementation Specialist to work in their New York City office.
The Implementation Specialist is assigned to an implementation team to assist the client in implementing AxiomSL software. The Implementation Specialist will work closely with the Solutions Architect and be tasked with suggesting solutions and analyzing financial data for implementation. The implementation specialist will be knowledgeable in regulatory reporting and will provide recommendation and guidelines to clients on best practices for solutions in the AxiomSL software.
Essential Duties and Responsibilities include the following, but are not limited to:
Analyzing financial regulation requirements and their impact on our clients.
Prepare business requirement and specs writing for the functional requirement of the scope of work.
Developing solutions to the regulation and risk requirements in the Axiom SL proprietary software.
Interfacing directly with clients to understand their unique needs and the structure of their data and information systems to tailor the Axiom SL solution to each specific case.
Take on additional responsibilities to assist the lead implementation and development teams.
Preparation of Federal Reserve Reporting for a Banking Institution such as:
FR 2900 - Deposit and Vault Cash
FR 2644 - Selected Assets and Liabilities
FFIEC 0021 - Call Report Assets and Liabilities of US Branche (NYA and Chicago branches)
FFIEC 019 - Country exposure of foreign banks
FRY 9C - Consolidated Financial Statements for Bank Holding Companies
FFIEC 009 - Country Exposure Report
FFIEC 031 - Consolidated Reports of Condition and Income for a Bank with Domestic and Foreign Offices
SEC Regulation FORM PF – This is Reporting Form for Investment Advisers to Private Funds and Certain Commodity Pool Operators and Commodity Trading Advisors
REQUIREMENTS
MBA with a concentration in technology, finance or accounting is preferred.
Has a B.S, in technology, accounting, finance or a STEM field.
At least 2 years of consulting experience and working directly with client in regulatory requirement.
Is proficient in Microsoft Excel, and has strong analytical skills.
Is service oriented, and is able to communicate clearly with client personnel at any level, from technical staff to executives.
Is familiar with financial statements, accounting and G/L systems.
SQL skills and experience using query tools such as SQL developer is a plus.
Strong attention to detail and highly analytical.
MUST APPLY ON OUR WEBSITE
Apr 16, 2019
Full time
Our Company:
Axiom Software Laboratories combines deep industry expertise with an intelligent data management platform to deliver regulatory, liquidity, capital & credit, operations and trade & transaction reporting. Our global footprint spans 70 regulators across 50 jurisdictions, surveilling more than 4,000 regulatory filings. We currently serve national, regional and global financial institutions with more than $39 trillion in total assets.
Founded in 1991, AxiomSL is headquartered in New York City with regional offices worldwide. We are the industry leader in providing enterprise- wide data and risk management solutions for our clients all around the world. We are continuously seeking great talent to help us continue to surface new ideas, deliver excellence in innovation and provide our clients with on of the most comprehensive data and risk management solution on the market.
AxiomSL is looking for an Implementation Specialist to work in their New York City office.
The Implementation Specialist is assigned to an implementation team to assist the client in implementing AxiomSL software. The Implementation Specialist will work closely with the Solutions Architect and be tasked with suggesting solutions and analyzing financial data for implementation. The implementation specialist will be knowledgeable in regulatory reporting and will provide recommendation and guidelines to clients on best practices for solutions in the AxiomSL software.
Essential Duties and Responsibilities include the following, but are not limited to:
Analyzing financial regulation requirements and their impact on our clients.
Prepare business requirement and specs writing for the functional requirement of the scope of work.
Developing solutions to the regulation and risk requirements in the Axiom SL proprietary software.
Interfacing directly with clients to understand their unique needs and the structure of their data and information systems to tailor the Axiom SL solution to each specific case.
Take on additional responsibilities to assist the lead implementation and development teams.
Preparation of Federal Reserve Reporting for a Banking Institution such as:
FR 2900 - Deposit and Vault Cash
FR 2644 - Selected Assets and Liabilities
FFIEC 0021 - Call Report Assets and Liabilities of US Branche (NYA and Chicago branches)
FFIEC 019 - Country exposure of foreign banks
FRY 9C - Consolidated Financial Statements for Bank Holding Companies
FFIEC 009 - Country Exposure Report
FFIEC 031 - Consolidated Reports of Condition and Income for a Bank with Domestic and Foreign Offices
SEC Regulation FORM PF – This is Reporting Form for Investment Advisers to Private Funds and Certain Commodity Pool Operators and Commodity Trading Advisors
REQUIREMENTS
MBA with a concentration in technology, finance or accounting is preferred.
Has a B.S, in technology, accounting, finance or a STEM field.
At least 2 years of consulting experience and working directly with client in regulatory requirement.
Is proficient in Microsoft Excel, and has strong analytical skills.
Is service oriented, and is able to communicate clearly with client personnel at any level, from technical staff to executives.
Is familiar with financial statements, accounting and G/L systems.
SQL skills and experience using query tools such as SQL developer is a plus.
Strong attention to detail and highly analytical.
MUST APPLY ON OUR WEBSITE
Axiom Software Laboratories combines deep industry expertise with an intelligent data management platform to deliver regulatory, liquidity, capital & credit, operations and trade & transaction reporting. Our global footprint spans 70 regulators across 50 jurisdictions, surveilling more than 4,000 regulatory filings. We currently serve national, regional and global financial institutions with more than $39 trillion in total assets.
Founded in 1991, AxiomSL is headquartered in New York City with regional offices worldwide. We are the industry leader in providing enterprise- wide data and risk management solutions for our clients all around the world. We are continuously seeking great talent to help us continue to surface new ideas, deliver excellence in innovation and provide our clients with one of the most comprehensive data and risk management solution on the market.
AxiomSL is an equal opportunity employer and considers all applicants for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, gender expression, age, disability, or military or veteran status or any other characteristic protected by federal, state or local law.
AxiomSL is seeking a Billing and Collections Manager in New York, NY.
This is a hands-on role managing billing and collections of the company, as well as managing the global billing and collections team of 2 dedicated and some part-time global resources.
Responsibilities
Develops and administers billing, credit and collection programs.
Designs and implements processes to improve cash flow and reduce DSO to less than 70 days.
Ensures that project / department milestones / goals are met.
Collection calls and/or correspondence in a fast-paced and goal-oriented collections department.
Monitors the collection of overdue accounts.
Monitors credit and collection processes and operations; makes recommendations on opportunities for improvement.
Enlist the efforts of sales and senior management when necessary to accelerate the collection process.
Perform other assigned tasks and duties necessary to support the billing department.
Establish and maintain effective and cooperative working relationships with dealers and sales.
Daily, weekly and monthly reporting to the Global Controller.
Requires a bachelor’s degree in finance, accounting or related field.
Excellent written and verbal communication
Strong computer skills – specifically Microsoft Excel and Word and ERP software, ideally NetSuite.
Extensive knowledge of the function and department processes.
Requires a minimum 10 years of experience in billing and collections, plus at least 3 years in a supervisory capacity.
Strong attention to detail, goal oriented, ability to prioritize and manage multiple responsibilities.
Commitment to excellent customer service.
REQUIREMENTS
Requires a bachelor’s degree in finance, accounting or related field.
Excellent written and verbal communication
Strong computer skills – specifically Microsoft Excel and Word and ERP software, ideally NetSuite.
Extensive knowledge of the function and department processes.
Requires a minimum 10 years of experience in billing and collections, plus at least 3 years in a supervisory capacity.
Strong attention to detail, goal oriented, ability to prioritize and manage multiple responsibilities.
Commitment to excellent customer service.
MUST APPLY ON OUR WEBSITE
Apr 16, 2019
Full time
Axiom Software Laboratories combines deep industry expertise with an intelligent data management platform to deliver regulatory, liquidity, capital & credit, operations and trade & transaction reporting. Our global footprint spans 70 regulators across 50 jurisdictions, surveilling more than 4,000 regulatory filings. We currently serve national, regional and global financial institutions with more than $39 trillion in total assets.
Founded in 1991, AxiomSL is headquartered in New York City with regional offices worldwide. We are the industry leader in providing enterprise- wide data and risk management solutions for our clients all around the world. We are continuously seeking great talent to help us continue to surface new ideas, deliver excellence in innovation and provide our clients with one of the most comprehensive data and risk management solution on the market.
AxiomSL is an equal opportunity employer and considers all applicants for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, gender expression, age, disability, or military or veteran status or any other characteristic protected by federal, state or local law.
AxiomSL is seeking a Billing and Collections Manager in New York, NY.
This is a hands-on role managing billing and collections of the company, as well as managing the global billing and collections team of 2 dedicated and some part-time global resources.
Responsibilities
Develops and administers billing, credit and collection programs.
Designs and implements processes to improve cash flow and reduce DSO to less than 70 days.
Ensures that project / department milestones / goals are met.
Collection calls and/or correspondence in a fast-paced and goal-oriented collections department.
Monitors the collection of overdue accounts.
Monitors credit and collection processes and operations; makes recommendations on opportunities for improvement.
Enlist the efforts of sales and senior management when necessary to accelerate the collection process.
Perform other assigned tasks and duties necessary to support the billing department.
Establish and maintain effective and cooperative working relationships with dealers and sales.
Daily, weekly and monthly reporting to the Global Controller.
Requires a bachelor’s degree in finance, accounting or related field.
Excellent written and verbal communication
Strong computer skills – specifically Microsoft Excel and Word and ERP software, ideally NetSuite.
Extensive knowledge of the function and department processes.
Requires a minimum 10 years of experience in billing and collections, plus at least 3 years in a supervisory capacity.
Strong attention to detail, goal oriented, ability to prioritize and manage multiple responsibilities.
Commitment to excellent customer service.
REQUIREMENTS
Requires a bachelor’s degree in finance, accounting or related field.
Excellent written and verbal communication
Strong computer skills – specifically Microsoft Excel and Word and ERP software, ideally NetSuite.
Extensive knowledge of the function and department processes.
Requires a minimum 10 years of experience in billing and collections, plus at least 3 years in a supervisory capacity.
Strong attention to detail, goal oriented, ability to prioritize and manage multiple responsibilities.
Commitment to excellent customer service.
MUST APPLY ON OUR WEBSITE
Our Company:
Axiom Software Laboratories combines deep industry expertise with an intelligent data management platform to deliver regulatory, liquidity, capital & credit, operations and trade & transaction reporting. Our global footprint spans 70 regulators across 50 jurisdictions, surveilling more than 4,000 regulatory filings. We currently serve national, regional and global financial institutions with more than $39 trillion in total assets.
Founded in 1991, AxiomSL is headquartered in New York City with regional offices worldwide. We are the industry leader in providing enterprise- wide data and risk management solutions for our clients all around the world. We are continuously seeking great talent to help us continue to surface new ideas, deliver excellence in innovation and provide our clients with on of the most comprehensive data and risk management solution on the market.
AxiomSL is looking for an Implementation Specialist to work in their New York City office.
The Implementation Specialist is assigned to an implementation team to assist the client in implementing AxiomSL software. The Implementation Specialist will work closely with the Solutions Architect and be tasked with suggesting solutions and analyzing financial data for implementation. The implementation specialist will be knowledgeable in regulatory reporting and will provide recommendation and guidelines to clients on best practices for solutions in the AxiomSL software.
Essential Duties and Responsibilities include the following, but are not limited to:
Analyzing financial regulation requirements and their impact on our clients.
Prepare business requirement and specs writing for the functional requirement of the scope of work.
Developing solutions to the regulation and risk requirements in the Axiom SL proprietary software.
Interfacing directly with clients to understand their unique needs and the structure of their data and information systems to tailor the Axiom SL solution to each specific case.
Take on additional responsibilities to assist the lead implementation and development teams.
Preparation of Federal Reserve Reporting for a Banking Institution such as:
FR 2900 - Deposit and Vault Cash
FR 2644 - Selected Assets and Liabilities
FFIEC 0021 - Call Report Assets and Liabilities of US Branche (NYA and Chicago branches)
FFIEC 019 - Country exposure of foreign banks
FRY 9C - Consolidated Financial Statements for Bank Holding Companies
FFIEC 009 - Country Exposure Report
FFIEC 031 - Consolidated Reports of Condition and Income for a Bank with Domestic and Foreign Offices
SEC Regulation FORM PF – This is Reporting Form for Investment Advisers to Private Funds and Certain Commodity Pool Operators and Commodity Trading Advisors
Requirements
MBA with a concentration in technology, finance or accounting is preferred.
Has a B.S, in technology, accounting, finance or a STEM field.
At least 5+ years of experience in consulting experience and working directly with client in regulatory requirement.
Is proficient in Microsoft Excel, and has strong analytical skills.
Is service oriented, and is able to communicate clearly with client personnel at any level, from technical staff to executives.
Is familiar with financial statements, accounting and G/L systems.
SQL skills and experience using query tools such as SQL developer is a plus.
Strong attention to detail and highly analytical.
MUST APPLY ON OUR WEBSITE
Apr 16, 2019
Full time
Our Company:
Axiom Software Laboratories combines deep industry expertise with an intelligent data management platform to deliver regulatory, liquidity, capital & credit, operations and trade & transaction reporting. Our global footprint spans 70 regulators across 50 jurisdictions, surveilling more than 4,000 regulatory filings. We currently serve national, regional and global financial institutions with more than $39 trillion in total assets.
Founded in 1991, AxiomSL is headquartered in New York City with regional offices worldwide. We are the industry leader in providing enterprise- wide data and risk management solutions for our clients all around the world. We are continuously seeking great talent to help us continue to surface new ideas, deliver excellence in innovation and provide our clients with on of the most comprehensive data and risk management solution on the market.
AxiomSL is looking for an Implementation Specialist to work in their New York City office.
The Implementation Specialist is assigned to an implementation team to assist the client in implementing AxiomSL software. The Implementation Specialist will work closely with the Solutions Architect and be tasked with suggesting solutions and analyzing financial data for implementation. The implementation specialist will be knowledgeable in regulatory reporting and will provide recommendation and guidelines to clients on best practices for solutions in the AxiomSL software.
Essential Duties and Responsibilities include the following, but are not limited to:
Analyzing financial regulation requirements and their impact on our clients.
Prepare business requirement and specs writing for the functional requirement of the scope of work.
Developing solutions to the regulation and risk requirements in the Axiom SL proprietary software.
Interfacing directly with clients to understand their unique needs and the structure of their data and information systems to tailor the Axiom SL solution to each specific case.
Take on additional responsibilities to assist the lead implementation and development teams.
Preparation of Federal Reserve Reporting for a Banking Institution such as:
FR 2900 - Deposit and Vault Cash
FR 2644 - Selected Assets and Liabilities
FFIEC 0021 - Call Report Assets and Liabilities of US Branche (NYA and Chicago branches)
FFIEC 019 - Country exposure of foreign banks
FRY 9C - Consolidated Financial Statements for Bank Holding Companies
FFIEC 009 - Country Exposure Report
FFIEC 031 - Consolidated Reports of Condition and Income for a Bank with Domestic and Foreign Offices
SEC Regulation FORM PF – This is Reporting Form for Investment Advisers to Private Funds and Certain Commodity Pool Operators and Commodity Trading Advisors
Requirements
MBA with a concentration in technology, finance or accounting is preferred.
Has a B.S, in technology, accounting, finance or a STEM field.
At least 5+ years of experience in consulting experience and working directly with client in regulatory requirement.
Is proficient in Microsoft Excel, and has strong analytical skills.
Is service oriented, and is able to communicate clearly with client personnel at any level, from technical staff to executives.
Is familiar with financial statements, accounting and G/L systems.
SQL skills and experience using query tools such as SQL developer is a plus.
Strong attention to detail and highly analytical.
MUST APPLY ON OUR WEBSITE
AxiomSL is a dynamic, fast-growing software company whose list of clients includes major global financial institutions and corporations. We offer a complete line of software tools in the risk management, compliance and financial control areas.
Our technology combines object-oriented programming, relational database technology, graphical user interfaces and sophisticated financial models. Axiom Software Laboratories is headquartered in New York with regional offices across the world. Our clients include most of the Tier 1 international financial institutions.
We are looking for outstanding candidates who wish to work in a challenging and fast paced organization to join our growing team of staff.
AxiomSL is an equal opportunity employer and considers all applicants for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, gender expression, age, disability, or military or veteran status or any other characteristic protected by federal, state or local law.
The Quality Assurance Analyst/Developer works closely with Application Development and QA Teams to ensure successful product releases. He/she will become familiar with AxiomSL technology, specifically ControllerView®, analyze financial regulatory requirements, build test cases, and create functionality for different solutions using AxiomSL framework. The applicant will become AxiomSL solutions subject matter expert to the degree necessary to perform their testing responsibilities.
Essential Duties and Responsibilities include but not limited to the following:
Analyze Regulatory Agency requirements
Create test data
Create and document use cases
Document testing procedures
Assist in the functional testing of AxiomSL products
Collaborate with Application Development team to understand products on a technical level
Utilize analytical skills to independently research and document issues found during testing
Conducts business requirements as well as, technical specification and data content analysis
Automate testing using Axiom and other test tools
Develop and test to implement the highest level of quality software.
REQUIREMENTS
1-3 years of experience working with technology (software testing preferred)
Bachelor’s degree (finance, business, or technology preferred)
Is proficient in Microsoft Excel and has strong analytical skills
Proficient in at least one programming language. Java, R, Python is a plus.
Has experience working with databases (Oracle, Sybase, SQLSever)
Has excellent communication skills both verbal and written
Enjoys working in small, tightly-knit teams
Is proactive in taking responsibilities
MUST APPLY ON OUR WEBSITE
Apr 16, 2019
Full time
AxiomSL is a dynamic, fast-growing software company whose list of clients includes major global financial institutions and corporations. We offer a complete line of software tools in the risk management, compliance and financial control areas.
Our technology combines object-oriented programming, relational database technology, graphical user interfaces and sophisticated financial models. Axiom Software Laboratories is headquartered in New York with regional offices across the world. Our clients include most of the Tier 1 international financial institutions.
We are looking for outstanding candidates who wish to work in a challenging and fast paced organization to join our growing team of staff.
AxiomSL is an equal opportunity employer and considers all applicants for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, gender expression, age, disability, or military or veteran status or any other characteristic protected by federal, state or local law.
The Quality Assurance Analyst/Developer works closely with Application Development and QA Teams to ensure successful product releases. He/she will become familiar with AxiomSL technology, specifically ControllerView®, analyze financial regulatory requirements, build test cases, and create functionality for different solutions using AxiomSL framework. The applicant will become AxiomSL solutions subject matter expert to the degree necessary to perform their testing responsibilities.
Essential Duties and Responsibilities include but not limited to the following:
Analyze Regulatory Agency requirements
Create test data
Create and document use cases
Document testing procedures
Assist in the functional testing of AxiomSL products
Collaborate with Application Development team to understand products on a technical level
Utilize analytical skills to independently research and document issues found during testing
Conducts business requirements as well as, technical specification and data content analysis
Automate testing using Axiom and other test tools
Develop and test to implement the highest level of quality software.
REQUIREMENTS
1-3 years of experience working with technology (software testing preferred)
Bachelor’s degree (finance, business, or technology preferred)
Is proficient in Microsoft Excel and has strong analytical skills
Proficient in at least one programming language. Java, R, Python is a plus.
Has experience working with databases (Oracle, Sybase, SQLSever)
Has excellent communication skills both verbal and written
Enjoys working in small, tightly-knit teams
Is proactive in taking responsibilities
MUST APPLY ON OUR WEBSITE
To lead the global benefits function in the efficient and effective delivery of Total Rewards services.
Duties and Responsibilities
Manage staff, creating a strong team atmosphere. Conduct regular one-on-one meetings and provide guidance, training and motivation as necessary to develop staff. Hire, evaluate and counsel personnel. Follow corporate performance management procedures per established Vanguard standards as required. Set performance standards, review performance, provide feedback, and recommend wage increases in accordance with all applicable Human Resources policies and procedures.
Lead the Global Retirement and Savings, Global Health Management and Global Well-being and Lifestyle Benefits Leads to design short, medium, and long-term strategies for global benefit programs, including retirement savings plans, health and welfare, work-life, total health management, voluntary benefits, academic assistance, leaves of absence, and global mobility programs and services in alignment with Vanguard’s overall talent attraction and retention objectives.
Champion and provide guidance for the inventorying and benchmarking of Vanguard benefit programs and inform resulting renewals and initiation of new programs globally.
Monitor and analyze effectiveness of programs based on key metrics (e.g., health trends, participation rates, benchmark data, costs, health outcomes) and comparing with industry best practices and benchmarks. Develop plans to address gaps as needed.
Ensure that all benefit plans are updated regularly based on changes in the business, competitive, and/or regulatory environment, and that these benefits maintain alignment with Vanguard’s overall total rewards strategy and Employee Value Proposition.
Provide broad oversight for and coordinate with the Regional Total Rewards Specialists for all regional benefit plans.
Drive the development of the benefits communication strategy. Partner with the stakeholders to message the value to crew of benefit programs including the industry landscape and rationale for key policy or program changes. Work with the stakeholders to develop a communication strategy for open enrollment changes, pricing, and plan details across channels. Ensure durable content is updated.
Advise the vendor selection and contracting process.
Ensure overall benefit and global mobility program compliance with regulatory requirements.
Recommend, allocate, manage and monitor the annual benefits budget in partnership with Finance and external vendors.
Leads and/or participates in special projects and performs other duties as assigned.
Qualifications
Undergraduate degree or equivalent experience required. Graduate degree preferred.
Minimum eight years general experience with specifically related progressively responsible benefits experience, including supervision of staff.
Progressive experience in benefits administration with increasing responsibility.
Experience working with senior leadership.
Experience in the development and implementation of initiatives from strategy through to execution.
Experience managing and working with teams across locations.
Experience working in a global organization preferred.
Understanding of HR policies and processes.
Extensive knowledge of global benefit programs, including healthcare and retirement, and trends.
Broad knowledge of benefits regulations, including ERISA, HIPAA, COBRA and FMLA.
Strong executive presence.
Excellent relationship management and interpersonal skills.
Excellent oral and written communication skills, including the ability to organize and present information in a clear and concise way to a variety of audiences.
People leadership skills including mentoring, training and day-to-day management of direct reports.
Additional information: Vanguard does not offer visa sponsorship for this position.
Apr 15, 2019
Full time
To lead the global benefits function in the efficient and effective delivery of Total Rewards services.
Duties and Responsibilities
Manage staff, creating a strong team atmosphere. Conduct regular one-on-one meetings and provide guidance, training and motivation as necessary to develop staff. Hire, evaluate and counsel personnel. Follow corporate performance management procedures per established Vanguard standards as required. Set performance standards, review performance, provide feedback, and recommend wage increases in accordance with all applicable Human Resources policies and procedures.
Lead the Global Retirement and Savings, Global Health Management and Global Well-being and Lifestyle Benefits Leads to design short, medium, and long-term strategies for global benefit programs, including retirement savings plans, health and welfare, work-life, total health management, voluntary benefits, academic assistance, leaves of absence, and global mobility programs and services in alignment with Vanguard’s overall talent attraction and retention objectives.
Champion and provide guidance for the inventorying and benchmarking of Vanguard benefit programs and inform resulting renewals and initiation of new programs globally.
Monitor and analyze effectiveness of programs based on key metrics (e.g., health trends, participation rates, benchmark data, costs, health outcomes) and comparing with industry best practices and benchmarks. Develop plans to address gaps as needed.
Ensure that all benefit plans are updated regularly based on changes in the business, competitive, and/or regulatory environment, and that these benefits maintain alignment with Vanguard’s overall total rewards strategy and Employee Value Proposition.
Provide broad oversight for and coordinate with the Regional Total Rewards Specialists for all regional benefit plans.
Drive the development of the benefits communication strategy. Partner with the stakeholders to message the value to crew of benefit programs including the industry landscape and rationale for key policy or program changes. Work with the stakeholders to develop a communication strategy for open enrollment changes, pricing, and plan details across channels. Ensure durable content is updated.
Advise the vendor selection and contracting process.
Ensure overall benefit and global mobility program compliance with regulatory requirements.
Recommend, allocate, manage and monitor the annual benefits budget in partnership with Finance and external vendors.
Leads and/or participates in special projects and performs other duties as assigned.
Qualifications
Undergraduate degree or equivalent experience required. Graduate degree preferred.
Minimum eight years general experience with specifically related progressively responsible benefits experience, including supervision of staff.
Progressive experience in benefits administration with increasing responsibility.
Experience working with senior leadership.
Experience in the development and implementation of initiatives from strategy through to execution.
Experience managing and working with teams across locations.
Experience working in a global organization preferred.
Understanding of HR policies and processes.
Extensive knowledge of global benefit programs, including healthcare and retirement, and trends.
Broad knowledge of benefits regulations, including ERISA, HIPAA, COBRA and FMLA.
Strong executive presence.
Excellent relationship management and interpersonal skills.
Excellent oral and written communication skills, including the ability to organize and present information in a clear and concise way to a variety of audiences.
People leadership skills including mentoring, training and day-to-day management of direct reports.
Additional information: Vanguard does not offer visa sponsorship for this position.
To lead a team of specialists and managers to provide data acquisition, analysis, and distribution services to FFS, IMG, and other enterprise clients and stakeholders enhancing investment decisions, and fund oversight. Accountable to ensure team’s services meet FFS, IMG and enterprise expectations. Anticipates client needs and leads initiatives to improve service delivery.
Duties & Responsibilities
Leads and manages staff, creating an engaged and positive team atmosphere. Provides guidance, training and motivation as necessary to develop staff. Hires, evaluates, and counsels personnel. Follows corporate disciplinary procedures per established Vanguard standards, as required. Sets challenging performance standards, reviews performance, provides feedback, and recommends wage increases in accordance with all applicable Human Resources policies and procedures.
Leads a team of specialists and managers to provide data acquisition, analysis, and distribution services to FFS, IMG, and other enterprise clients and stakeholders, enhancing investment decisions and fund oversight. Accountable for meeting the tactical and strategic objectives per assigned data domain and to ensure team’s service meets FFS and IMG's expectations. Contributes to the advancement and provide leadership in support of Vanguard’s global investment data management strategy.
Evaluates team performance through the use of metrics and uses this data to identify, track, and measure improvement initiatives. Obtains client feedback and coaches and develops crew to improve service delivery and the client experience.
Proactively identifies and mitigates external events and regulatory changes that impact team. Anticipates client needs and develops impact and mitigation approaches. Accountable for team’s adherence to Vanguard’s policies.. Leads team in its support of new projects and initiatives. Considers global impact of changes to team and clients and ensures clear communication and smooth implementation. Enables change by setting a vision for the team that aligns with department and enterprise goals. Influences crew to work together to reach vision and aspirational goals
Develops and implements plans to achieve departmental and corporate objectives. Maintains a compliant and high-performing service environment, ensuring service level agreements are met and continuously improved upon. Sets measurable goals and examines ways to raise standards, to increase quality, and to improve overall performance of the unit. Works with management in the planning, development, and execution of short and long-range goals.
Manages stakeholders relationships, while understanding needs to prioritize team action. Fully understands impact of team’s service activities to support resource planning and drives a client-first culture through the development of strategic relationships with leaders and internal clients across FFS, IMG, and Vanguard.
Continues to develop knowledge of financial markets, securities, and global investment data themes to bring an informed perspective to the data management process and help drive strategies. Understands key drivers that impact the team and its clients, utilizing knowledge to identify opportunities that enable the operations to continuously improve.
Participates in special projects and performs other duties as assigned.
Qualifications
Undergraduate degree (Accounting/Finance preferred) or equivalent combination of training and experience. Graduate degree preferred.
Minimum of seven years relevant work experience, including five years plus project management experience and three years leadership and crew development experience preferred.
Demonstrated expertise of financial concepts and analytical capabilities. Ability to quickly become knowledgeable in current and future policies, practices, trends, and information affecting the Data Management organization with a commitment to enhancing knowledge of global financial services industry. Assertively seeks out information through internal and external business partners and industry network.
Exceptional client relationship, leadership, organizational and interpersonal skills. Proven ability to effectively communicate with external providers, internal business clients and crew members at all levels.
Excellent judgment and ability to analyze issues quickly and independently to take appropriate action with minimal supervision.
Demonstrated ability to function in a fast paced, ambiguous working environment with multiple and diverse responsibilities.
Demonstrated ability to lead and motivate others. Excellent leadership and interpersonal skills. Ability to lead initiatives to desired conclusion while fostering teamwork and development.
Advanced knowledge and skills using current versions of the Microsoft Office Suite.
Fosters a working environment that generates team building, creative thinking and crew development. Self-starter with the ability to drive change, generate creative approaches/solutions and the desire to shape a "best in class" global organization.
Exceptional leadership and interpersonal/client relationship skills. Ability to manage a diverse group of professionals and skilled at working through others along with experience in building and leading teams. Demonstrated executive presence and poise.
Special Factors
Vanguard is not offering visa sponsorship for this position.
You should be aware this will designate you as a Fund Access Person and carries with it certain responsibilities and restrictions. For more information see the following article.
Additional Information
Fund Financial Services has been going through a multi-year transformational effort which resulted in the creation of a Global Investment Data Management organization. This role is to lead a team as part of Investment Product data domain. Key responsibilities include developing the strategy and direction of the analysis and reporting of Vanguard cash flow and assets under management for enterprise use.
Apr 15, 2019
Full time
To lead a team of specialists and managers to provide data acquisition, analysis, and distribution services to FFS, IMG, and other enterprise clients and stakeholders enhancing investment decisions, and fund oversight. Accountable to ensure team’s services meet FFS, IMG and enterprise expectations. Anticipates client needs and leads initiatives to improve service delivery.
Duties & Responsibilities
Leads and manages staff, creating an engaged and positive team atmosphere. Provides guidance, training and motivation as necessary to develop staff. Hires, evaluates, and counsels personnel. Follows corporate disciplinary procedures per established Vanguard standards, as required. Sets challenging performance standards, reviews performance, provides feedback, and recommends wage increases in accordance with all applicable Human Resources policies and procedures.
Leads a team of specialists and managers to provide data acquisition, analysis, and distribution services to FFS, IMG, and other enterprise clients and stakeholders, enhancing investment decisions and fund oversight. Accountable for meeting the tactical and strategic objectives per assigned data domain and to ensure team’s service meets FFS and IMG's expectations. Contributes to the advancement and provide leadership in support of Vanguard’s global investment data management strategy.
Evaluates team performance through the use of metrics and uses this data to identify, track, and measure improvement initiatives. Obtains client feedback and coaches and develops crew to improve service delivery and the client experience.
Proactively identifies and mitigates external events and regulatory changes that impact team. Anticipates client needs and develops impact and mitigation approaches. Accountable for team’s adherence to Vanguard’s policies.. Leads team in its support of new projects and initiatives. Considers global impact of changes to team and clients and ensures clear communication and smooth implementation. Enables change by setting a vision for the team that aligns with department and enterprise goals. Influences crew to work together to reach vision and aspirational goals
Develops and implements plans to achieve departmental and corporate objectives. Maintains a compliant and high-performing service environment, ensuring service level agreements are met and continuously improved upon. Sets measurable goals and examines ways to raise standards, to increase quality, and to improve overall performance of the unit. Works with management in the planning, development, and execution of short and long-range goals.
Manages stakeholders relationships, while understanding needs to prioritize team action. Fully understands impact of team’s service activities to support resource planning and drives a client-first culture through the development of strategic relationships with leaders and internal clients across FFS, IMG, and Vanguard.
Continues to develop knowledge of financial markets, securities, and global investment data themes to bring an informed perspective to the data management process and help drive strategies. Understands key drivers that impact the team and its clients, utilizing knowledge to identify opportunities that enable the operations to continuously improve.
Participates in special projects and performs other duties as assigned.
Qualifications
Undergraduate degree (Accounting/Finance preferred) or equivalent combination of training and experience. Graduate degree preferred.
Minimum of seven years relevant work experience, including five years plus project management experience and three years leadership and crew development experience preferred.
Demonstrated expertise of financial concepts and analytical capabilities. Ability to quickly become knowledgeable in current and future policies, practices, trends, and information affecting the Data Management organization with a commitment to enhancing knowledge of global financial services industry. Assertively seeks out information through internal and external business partners and industry network.
Exceptional client relationship, leadership, organizational and interpersonal skills. Proven ability to effectively communicate with external providers, internal business clients and crew members at all levels.
Excellent judgment and ability to analyze issues quickly and independently to take appropriate action with minimal supervision.
Demonstrated ability to function in a fast paced, ambiguous working environment with multiple and diverse responsibilities.
Demonstrated ability to lead and motivate others. Excellent leadership and interpersonal skills. Ability to lead initiatives to desired conclusion while fostering teamwork and development.
Advanced knowledge and skills using current versions of the Microsoft Office Suite.
Fosters a working environment that generates team building, creative thinking and crew development. Self-starter with the ability to drive change, generate creative approaches/solutions and the desire to shape a "best in class" global organization.
Exceptional leadership and interpersonal/client relationship skills. Ability to manage a diverse group of professionals and skilled at working through others along with experience in building and leading teams. Demonstrated executive presence and poise.
Special Factors
Vanguard is not offering visa sponsorship for this position.
You should be aware this will designate you as a Fund Access Person and carries with it certain responsibilities and restrictions. For more information see the following article.
Additional Information
Fund Financial Services has been going through a multi-year transformational effort which resulted in the creation of a Global Investment Data Management organization. This role is to lead a team as part of Investment Product data domain. Key responsibilities include developing the strategy and direction of the analysis and reporting of Vanguard cash flow and assets under management for enterprise use.
Excellent Employment and Career Path Opportunity.
The Carpenters Benefit Funds of Philadelphia is in search of a uniquely qualified individual to join our team in the Collections Department as a Fund Auditor, and become part of a growing organization based in Center City Philadelphia.
Our mission is to provide participants and their families with the best possible benefits during their active career and throughout retirement.
As a Fund Auditor, your job responsibilities will include:
On-site payroll audits of participating Contractors
Billing and collection of Contractor discrepancies
Communicate with Participants and Employers
Reconciliation of accounts receivable
Monthly/Weekly reporting
Prepare special reports as required
A Collections Staff employee is expected to be continuously updating their knowledge of all current procedures and the Benefit Plan and policies, as well as, provide outstanding customer service.
Why should you apply?
We offer one of the most comprehensive benefit packages available.
Employer paid Health Care
Employer paid Retirement Plan
We also offer paid vacation and time off
On the job training
Great location
Job Requirements Include:
Excellent communications skills, both written and verbal
Strong attention to detail
Excellent customer service focus
Maintain a professional appearance
Comfortable using a computer for various tasks
Effective time management skills
Proficient in Microsoft Word, Excel, and Outlook
Excellent problem solving and resolution skills
Ability to handle multiple assignments
Dynamic team player
Apr 15, 2019
Full time
Excellent Employment and Career Path Opportunity.
The Carpenters Benefit Funds of Philadelphia is in search of a uniquely qualified individual to join our team in the Collections Department as a Fund Auditor, and become part of a growing organization based in Center City Philadelphia.
Our mission is to provide participants and their families with the best possible benefits during their active career and throughout retirement.
As a Fund Auditor, your job responsibilities will include:
On-site payroll audits of participating Contractors
Billing and collection of Contractor discrepancies
Communicate with Participants and Employers
Reconciliation of accounts receivable
Monthly/Weekly reporting
Prepare special reports as required
A Collections Staff employee is expected to be continuously updating their knowledge of all current procedures and the Benefit Plan and policies, as well as, provide outstanding customer service.
Why should you apply?
We offer one of the most comprehensive benefit packages available.
Employer paid Health Care
Employer paid Retirement Plan
We also offer paid vacation and time off
On the job training
Great location
Job Requirements Include:
Excellent communications skills, both written and verbal
Strong attention to detail
Excellent customer service focus
Maintain a professional appearance
Comfortable using a computer for various tasks
Effective time management skills
Proficient in Microsoft Word, Excel, and Outlook
Excellent problem solving and resolution skills
Ability to handle multiple assignments
Dynamic team player
Become a Farmers Insurance Agency Owner
As an entrepreneurial person, GROW is what you want to do. With a Farmers® agency and an industry professional as your business coach, your ability to grow is unlimited.
Grow Your Wealth
Not only will you enjoy unlimited income potential, your agency can carry over to your family and children and provide an opportunity for prosperity for years to come.
Grow Your Agency
An agency of your own. Support from our award-winning University of Farmers® training program. An experienced industry professional that can serve as your business coach. All this can lead to an opportunity for success.
Grow Your Community
Farmers® agency owners have the opportunity to get to know the community and service the needs of friends, neighbors and associates. People want to do business with someone in their community.
Apr 14, 2019
Full time
Become a Farmers Insurance Agency Owner
As an entrepreneurial person, GROW is what you want to do. With a Farmers® agency and an industry professional as your business coach, your ability to grow is unlimited.
Grow Your Wealth
Not only will you enjoy unlimited income potential, your agency can carry over to your family and children and provide an opportunity for prosperity for years to come.
Grow Your Agency
An agency of your own. Support from our award-winning University of Farmers® training program. An experienced industry professional that can serve as your business coach. All this can lead to an opportunity for success.
Grow Your Community
Farmers® agency owners have the opportunity to get to know the community and service the needs of friends, neighbors and associates. People want to do business with someone in their community.
Become a Farmers Insurance Agency Owner
As an entrepreneurial person, GROW is what you want to do. With a Farmers® agency and an industry professional as your business coach, your ability to grow is unlimited.
Grow Your Wealth
Not only will you enjoy unlimited income potential, your agency can carry over to your family and children and provide an opportunity for prosperity for years to come.
Grow Your Agency
An agency of your own. Support from our award-winning University of Farmers® training program. An experienced industry professional that can serve as your business coach. All this can lead to an opportunity for success.
Grow Your Community
Farmers® agency owners have the opportunity to get to know the community and service the needs of friends, neighbors and associates. People want to do business with someone in their community.
Apr 14, 2019
Full time
Become a Farmers Insurance Agency Owner
As an entrepreneurial person, GROW is what you want to do. With a Farmers® agency and an industry professional as your business coach, your ability to grow is unlimited.
Grow Your Wealth
Not only will you enjoy unlimited income potential, your agency can carry over to your family and children and provide an opportunity for prosperity for years to come.
Grow Your Agency
An agency of your own. Support from our award-winning University of Farmers® training program. An experienced industry professional that can serve as your business coach. All this can lead to an opportunity for success.
Grow Your Community
Farmers® agency owners have the opportunity to get to know the community and service the needs of friends, neighbors and associates. People want to do business with someone in their community.
Job Description and Responsibilities :
This position provides general financial and analytical support to project locations by coordinating and maintaining day-to-day operational requirements for projects. This position is responsible for interacting and maintaining the customer database to ensure billing accuracy.
Primary Responsibilities:
Plan and coordinate project scheduling, budgeting
Perform various administrative duties (faxing/scanning/copying/filing)
Monitor progress and update data trackers for projects; reports progress to Project Manager
Manage the process of material requisitions and purchase orders
Responsible for the creation and close out of projects in Company and customer databases
Process CMRs (Change Management Records) as directed by Project Manager
Support the Project Staff as needed
Ad hoc reporting
Data Entry
Prepare expense reports
Tracks project budgets and prepare periodic project profit/loss projections
Other duties as assigned
Requirements :
Education:
Bachelor’s degree (BS) from 4-year College or university; or one to two years related experience and/or training; or equivalent combination of education and experience.
Experience:
1 to 3 years of related experience and/or training; or equivalent combination of education and experience
Basic understanding of profit/loss and estimates vs. actuals
Technical Skills:
Microsoft Office proficiency (Outlook, Excel, Word, PowerPoint)
Working knowledge of Pivot Tables, V-lookup, and basic financial functions within Excel
Heavy data base entry and word processing daily in Microsoft Excel, Outlook and Adobe
Soft Skills:
Highly organized and detail orientated
Excellent data entry and scheduling skills
Ability to multi-task and work in a fast paced environment under tight deadlines
Time management skills; deadline adherence is mandatory
Physical Requirements:
Must be able to pass pre-employment screening that includes background and drug testing
Sitting at a desk for 6-8 hours a day
Working on a computer for 6-8 hours a day
May be required to work long and unpredictable hours
EOE
Apr 12, 2019
Full time
Job Description and Responsibilities :
This position provides general financial and analytical support to project locations by coordinating and maintaining day-to-day operational requirements for projects. This position is responsible for interacting and maintaining the customer database to ensure billing accuracy.
Primary Responsibilities:
Plan and coordinate project scheduling, budgeting
Perform various administrative duties (faxing/scanning/copying/filing)
Monitor progress and update data trackers for projects; reports progress to Project Manager
Manage the process of material requisitions and purchase orders
Responsible for the creation and close out of projects in Company and customer databases
Process CMRs (Change Management Records) as directed by Project Manager
Support the Project Staff as needed
Ad hoc reporting
Data Entry
Prepare expense reports
Tracks project budgets and prepare periodic project profit/loss projections
Other duties as assigned
Requirements :
Education:
Bachelor’s degree (BS) from 4-year College or university; or one to two years related experience and/or training; or equivalent combination of education and experience.
Experience:
1 to 3 years of related experience and/or training; or equivalent combination of education and experience
Basic understanding of profit/loss and estimates vs. actuals
Technical Skills:
Microsoft Office proficiency (Outlook, Excel, Word, PowerPoint)
Working knowledge of Pivot Tables, V-lookup, and basic financial functions within Excel
Heavy data base entry and word processing daily in Microsoft Excel, Outlook and Adobe
Soft Skills:
Highly organized and detail orientated
Excellent data entry and scheduling skills
Ability to multi-task and work in a fast paced environment under tight deadlines
Time management skills; deadline adherence is mandatory
Physical Requirements:
Must be able to pass pre-employment screening that includes background and drug testing
Sitting at a desk for 6-8 hours a day
Working on a computer for 6-8 hours a day
May be required to work long and unpredictable hours
EOE
Shift Markets provides enterprise-level technology to clients launching global Crypto Exchanges. The firm’s turnkey package includes a front-end trading platform, back office, order management system and liquidity. Shift’s team serves a global clientele from its New York City headquarters with locations in EU and Asia as well. We are seeking an Associate Project Manager to join our growing Operations team. As our Associate Project Manager, you will be onboarding clients to our exchange platform and supporting their product needs. If you want to learn how to start, operate and manage a cryptocurrency exchange, this could be the hands-on experience you’ve been looking for. To apply, please complete this form: https://form315.typeform.com/to/WpCP4j Responsibilities • Manage and organize workflow of cross-functional team members • Ensure the team consistently delivers the product to the client on time • Manage relationships between corporate clients and Shift’s team • Gain intimate understanding of blockchain-related business models • Ensure best product fit for clients • Work with our team on feature development to ensure healthy designs • Work with product managers to create and implement workflow processes • Guide new clients from onboarding to launch of their exchanges • Provide personalized service to clients with a diverse array of product needs • Communicate daily with clients Requirements • Proficiency in Microsoft Office Suite • Proficient using Google apps • Tech savvy and keeps up with current industry events • Well-organized and detail-oriented • Critical thinker and problem solver who is also a quick learner • Excellent communication skills • Able to communicate clearly & spontaneously in English • Fluency in additional languages is a bonus • Easily guides clients who have limited English language proficiency • Extraordinary ability to multi-task with quickly changing priorities • An interest in cryptocurrency is strongly preferred Qualifications • 0 to 2+ years of experience in financial project management • Client-facing experience is a plus • University diploma preferred This is a full-time, permanent position in our New York City office. The salary is $55,000, depending on experience.
Apr 09, 2019
Full time
Shift Markets provides enterprise-level technology to clients launching global Crypto Exchanges. The firm’s turnkey package includes a front-end trading platform, back office, order management system and liquidity. Shift’s team serves a global clientele from its New York City headquarters with locations in EU and Asia as well. We are seeking an Associate Project Manager to join our growing Operations team. As our Associate Project Manager, you will be onboarding clients to our exchange platform and supporting their product needs. If you want to learn how to start, operate and manage a cryptocurrency exchange, this could be the hands-on experience you’ve been looking for. To apply, please complete this form: https://form315.typeform.com/to/WpCP4j Responsibilities • Manage and organize workflow of cross-functional team members • Ensure the team consistently delivers the product to the client on time • Manage relationships between corporate clients and Shift’s team • Gain intimate understanding of blockchain-related business models • Ensure best product fit for clients • Work with our team on feature development to ensure healthy designs • Work with product managers to create and implement workflow processes • Guide new clients from onboarding to launch of their exchanges • Provide personalized service to clients with a diverse array of product needs • Communicate daily with clients Requirements • Proficiency in Microsoft Office Suite • Proficient using Google apps • Tech savvy and keeps up with current industry events • Well-organized and detail-oriented • Critical thinker and problem solver who is also a quick learner • Excellent communication skills • Able to communicate clearly & spontaneously in English • Fluency in additional languages is a bonus • Easily guides clients who have limited English language proficiency • Extraordinary ability to multi-task with quickly changing priorities • An interest in cryptocurrency is strongly preferred Qualifications • 0 to 2+ years of experience in financial project management • Client-facing experience is a plus • University diploma preferred This is a full-time, permanent position in our New York City office. The salary is $55,000, depending on experience.
Contemporary Staffing Solutions
Mount Laurel, NJ, USA
Strong excel skills a must! This candidate will be forecasting and calculating commissions, budgets and quotas. Must be accurate in reporting as it goes to the CEO of the company. They are looking for 3-5 years of experience and want this candidate to start ASAP.
Apr 07, 2019
Full time
Strong excel skills a must! This candidate will be forecasting and calculating commissions, budgets and quotas. Must be accurate in reporting as it goes to the CEO of the company. They are looking for 3-5 years of experience and want this candidate to start ASAP.
Contemporary Staffing Solutions
Philadelphia, PA, USA
Account Executive – Accounting & Finance
Contemporary Staffing Solutions (CSS) is a national provider of workforce management solutions, providing contract, temporary, temporary-hire & direct hire solutions to clients in all industries across the country. Our business is expanding and we are seeking an experienced Account Executive to join and grow our newly launched Accounting & Finance division.
We are looking for a dynamic, high-performing Account Executive with prior experience selling staffing services to all different industries. You will be responsible for developing relationships with new clients, proactively engaging with the client to ensure client satisfaction/retention while continuously hunting and closing new business. The ideal candidate has a history of bringing on new business and hitting sales quotas, and loves the challenges that come with the staffing industry.
Key responsibilities include:
Creating a detailed 30-60-90 day marketing plans to support a strategic sales initiative
Managing the entire sales cycle from identifying potential client leads to placements for both direct hire and contract roles
Developing relationships with hiring managers through networking, referrals, and participation in professional associations, trade shows and other public relation opportunities
Identifying and promoting cross-selling opportunities for other CSS Business Units
Identifying national/third-party MSP/VMS opportunities
Developing individual communication plans for prospective clients to obtain and close agreements for services
Building and identifying new client contacts within existing accounts to ensure and grow account penetration.
Building strong relationships with internal service team to provide exceptional customer service experience to clients
Meeting and exceeding minimum weekly requirements for phone calls, cold calls, and in person meetings to create a sales funnel and exceed quotas
Documenting sales activity using CRM system to drive performance
Requirements:
Proven experience as an Account Executive, or in other sales role
Knowledge of market research, sales and negotiating principles
Outstanding knowledge of MS Office; knowledge of CRM software (eg. Salesforce) is a plus
Excellent communication/presentation skills and ability to build relationships
Organizational and time-management skills
Demonstrated ability to effectively prioritize work assignments while managing multiple priorities
Demonstrated business acumen and ability to achieve results
BSc or BA in Accounting or Finance preferred
Perks of Working with Us :
We offer a fun, upbeat work environment that recognizes and rewards the hard work of its employees. We feature a comfortable, casual dress code, company Happy Hours and Team Building Events, and free coffee and snacks! We also competitive salary and benefits including Medical, Dental, and Vision with employer contribution, 401K with company match, life insurance, short-term and long-term disability insurance.
WHY CSS?
Since 1994, CSS has been a National Staffing & Recruitment provider specializing in niche recruitment placing professional talent in Accounting & Finance, Human Resources, Sales & Marketing, Call Center & Office, & Technical positions. At CSS, we consistently strive to meet the needs of our clients and candidates buy understanding their expectations for the right match. We focus on the business growth plan, company culture and matching the right skill set of the candidate to make a highly effective match. CSS is paid by our unique and exclusive client base and candidates are prioritized based on client’s skill preferences. To our job seekers we offer the highest level of free customer service and teamwork, and the chance to become fully vetted so we can present you to our clients for possible temporary, contract or direct hire employment.
CSS is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit and business need
Apr 07, 2019
Full time
Account Executive – Accounting & Finance
Contemporary Staffing Solutions (CSS) is a national provider of workforce management solutions, providing contract, temporary, temporary-hire & direct hire solutions to clients in all industries across the country. Our business is expanding and we are seeking an experienced Account Executive to join and grow our newly launched Accounting & Finance division.
We are looking for a dynamic, high-performing Account Executive with prior experience selling staffing services to all different industries. You will be responsible for developing relationships with new clients, proactively engaging with the client to ensure client satisfaction/retention while continuously hunting and closing new business. The ideal candidate has a history of bringing on new business and hitting sales quotas, and loves the challenges that come with the staffing industry.
Key responsibilities include:
Creating a detailed 30-60-90 day marketing plans to support a strategic sales initiative
Managing the entire sales cycle from identifying potential client leads to placements for both direct hire and contract roles
Developing relationships with hiring managers through networking, referrals, and participation in professional associations, trade shows and other public relation opportunities
Identifying and promoting cross-selling opportunities for other CSS Business Units
Identifying national/third-party MSP/VMS opportunities
Developing individual communication plans for prospective clients to obtain and close agreements for services
Building and identifying new client contacts within existing accounts to ensure and grow account penetration.
Building strong relationships with internal service team to provide exceptional customer service experience to clients
Meeting and exceeding minimum weekly requirements for phone calls, cold calls, and in person meetings to create a sales funnel and exceed quotas
Documenting sales activity using CRM system to drive performance
Requirements:
Proven experience as an Account Executive, or in other sales role
Knowledge of market research, sales and negotiating principles
Outstanding knowledge of MS Office; knowledge of CRM software (eg. Salesforce) is a plus
Excellent communication/presentation skills and ability to build relationships
Organizational and time-management skills
Demonstrated ability to effectively prioritize work assignments while managing multiple priorities
Demonstrated business acumen and ability to achieve results
BSc or BA in Accounting or Finance preferred
Perks of Working with Us :
We offer a fun, upbeat work environment that recognizes and rewards the hard work of its employees. We feature a comfortable, casual dress code, company Happy Hours and Team Building Events, and free coffee and snacks! We also competitive salary and benefits including Medical, Dental, and Vision with employer contribution, 401K with company match, life insurance, short-term and long-term disability insurance.
WHY CSS?
Since 1994, CSS has been a National Staffing & Recruitment provider specializing in niche recruitment placing professional talent in Accounting & Finance, Human Resources, Sales & Marketing, Call Center & Office, & Technical positions. At CSS, we consistently strive to meet the needs of our clients and candidates buy understanding their expectations for the right match. We focus on the business growth plan, company culture and matching the right skill set of the candidate to make a highly effective match. CSS is paid by our unique and exclusive client base and candidates are prioritized based on client’s skill preferences. To our job seekers we offer the highest level of free customer service and teamwork, and the chance to become fully vetted so we can present you to our clients for possible temporary, contract or direct hire employment.
CSS is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit and business need
Overview and Responsibilities
Assistant Branch Managers are involved in an 18 to 24 month paid training program designed to build skills and knowledge required to manage a Republic Finance branch. This role also assists the Branch Manager with sales, overall account maintenance, customer service, finance and management functions. Individuals in this position must maintain the ability to relocate to another office that is more than 50 miles from their current location or, when located in a large metropolitan city (i.e., Houston, Dallas, Atlanta), to another part of the city outside of a typical acceptable commute. Typical base pay for an Assistant Branch Manager is $33,500 - $35,000 with an uncapped monthly bonus opportunity. Typical base pay for a Branch Manager is $43,000 with a monthly bonus opportunity plus an annual bonus based on branch performance that can total upwards of $50,000+ totaling 6 figures at the end of the year. Job responsibilities are as follows:
Actively identifies opportunities to originate new loan business with new and existing customers
Evaluates customer needs to recommend the best consumer loan and voluntary product solutions
Completes loan applications, proposals and offerings for new borrowers and follows up with pending applicants
Assists potential borrowers by explaining the loan process, answering questions regarding loan products and loan processing
Closes loans, assembles loan folders and breaks down files
Take ownership of customer concerns and works with management to formulate and execute strategies for potential problem loans
Applies analytical skills to quickly and efficiently resolve any customer issues
Consistently meets or exceeds loan goals
Manages all day-to-day responsibilities for servicing an ever-growing, complex consumer loan portfolio
Processes insurance claims, follow-ups and payments when necessary and maintains insurance log per state requirements
Provides excellent customer care through daily transactions, customer inquiries and problem resolution
Shadows Branch Manager for development purposes
Completes Roadmap training as assigned, actively pursues internal and external developmental opportunities and engages in development of leadership skills outside of the organization
Learns to provide operational and administrative leadership for the branch team while in training
Supports Branch Manager in achieving business plan and sales goals by ensuring outstanding operational and administrative control, and service delivery
Assists Branch Manager with management functions, including but not limited to recruitment of branch staff, training and development of staff, supporting the company’s Core Values and translating those values into every day actions as well as problem resolution and servicing of difficult accounts
Adheres to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance
Maintains the ability to relocate to another geographical area both while in this role and once eligible for promotion. This could be another office more than 50 miles from the assigned training branch or, when located in a large metropolitan city (i.e., Atlanta, Dallas/Ft.Worth, Houston), to another part of the city outside a typical acceptable commute. *Relocation package provided.
Recommends action plans to improve operational controls and ensure consistent customer service and a superior client experience
Networks within the community to gain referral business
Performs Branch Manager relief assignments in other branches as assigned
Effectively builds trust with customers and internal staff by embodying and demonstrating the philosophy of the organization, including core values, company policies, operational procedures and compliance
Qualifications
Bachelor's degree is REQUIRED (College Seniors can sometimes work 20 hours a week until graduation)
1-3 years of sales experience (i.e. retail sales, goal-oriented, incentive based) is strongly preferred.
Relocation is required after training is complete and may also be required during your tenure in the Assistant Branch Manager role. *Relocation package is provided for moves > 50 miles.
Professional demeanor, positive attitude, strong communication and customer relations skills are a must.
Ability to work well independently, as well as a dedicated team member
Ability to manage multiple priorities and while being detail-oriented
Creative problem solving, analytical decision making, organization and time management skills
Excellent organization and time management skills
Ability to work in a fast-paced environment and manage multiple priorities
High level of creativity and flexibility in order to improve existing programs and develop new ones
Basic computer skills required; familiarity with Windows and MS Office suite
Valid driver's license and reliable transportation are required
Must meet our acceptable standards for criminal background history, credit history and driving history and pass a pre-employment drug screen.
Must be able to meet the eligibility requirements for insurance licensing in order to sell voluntary insurance products. Eligibility is based on a criminal background check conducted by the state’s department of insurance.
Benefits
We offer a competitive compensation and benefits package including:
Health/Dental/Vision
Paid Vacation
401 (K) with employer match
Company provided Life Insurance & Long Term Disability
Additional benefits with Republic include:
Regular drawings for sporting event tickets
Employee of the Month Program
Philanthropic support for charities such as Juvenile Diabetes Research Foundation and the American Cancer Society
Professional offices with a friendly team environment
Monthly Incentive Bonus Pay
Internal Promotions
Locations: Gallatin, Antioch, Columbia, Murfreesboro and many more outside of Nashville!
Republic Finance, LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, sex, color, religion, national origin, age disability or veteran status in employment opportunities and benefits. Republic Finance, LLC maintains a Drug-Free Workplace.
Apr 05, 2019
Full time
Overview and Responsibilities
Assistant Branch Managers are involved in an 18 to 24 month paid training program designed to build skills and knowledge required to manage a Republic Finance branch. This role also assists the Branch Manager with sales, overall account maintenance, customer service, finance and management functions. Individuals in this position must maintain the ability to relocate to another office that is more than 50 miles from their current location or, when located in a large metropolitan city (i.e., Houston, Dallas, Atlanta), to another part of the city outside of a typical acceptable commute. Typical base pay for an Assistant Branch Manager is $33,500 - $35,000 with an uncapped monthly bonus opportunity. Typical base pay for a Branch Manager is $43,000 with a monthly bonus opportunity plus an annual bonus based on branch performance that can total upwards of $50,000+ totaling 6 figures at the end of the year. Job responsibilities are as follows:
Actively identifies opportunities to originate new loan business with new and existing customers
Evaluates customer needs to recommend the best consumer loan and voluntary product solutions
Completes loan applications, proposals and offerings for new borrowers and follows up with pending applicants
Assists potential borrowers by explaining the loan process, answering questions regarding loan products and loan processing
Closes loans, assembles loan folders and breaks down files
Take ownership of customer concerns and works with management to formulate and execute strategies for potential problem loans
Applies analytical skills to quickly and efficiently resolve any customer issues
Consistently meets or exceeds loan goals
Manages all day-to-day responsibilities for servicing an ever-growing, complex consumer loan portfolio
Processes insurance claims, follow-ups and payments when necessary and maintains insurance log per state requirements
Provides excellent customer care through daily transactions, customer inquiries and problem resolution
Shadows Branch Manager for development purposes
Completes Roadmap training as assigned, actively pursues internal and external developmental opportunities and engages in development of leadership skills outside of the organization
Learns to provide operational and administrative leadership for the branch team while in training
Supports Branch Manager in achieving business plan and sales goals by ensuring outstanding operational and administrative control, and service delivery
Assists Branch Manager with management functions, including but not limited to recruitment of branch staff, training and development of staff, supporting the company’s Core Values and translating those values into every day actions as well as problem resolution and servicing of difficult accounts
Adheres to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance
Maintains the ability to relocate to another geographical area both while in this role and once eligible for promotion. This could be another office more than 50 miles from the assigned training branch or, when located in a large metropolitan city (i.e., Atlanta, Dallas/Ft.Worth, Houston), to another part of the city outside a typical acceptable commute. *Relocation package provided.
Recommends action plans to improve operational controls and ensure consistent customer service and a superior client experience
Networks within the community to gain referral business
Performs Branch Manager relief assignments in other branches as assigned
Effectively builds trust with customers and internal staff by embodying and demonstrating the philosophy of the organization, including core values, company policies, operational procedures and compliance
Qualifications
Bachelor's degree is REQUIRED (College Seniors can sometimes work 20 hours a week until graduation)
1-3 years of sales experience (i.e. retail sales, goal-oriented, incentive based) is strongly preferred.
Relocation is required after training is complete and may also be required during your tenure in the Assistant Branch Manager role. *Relocation package is provided for moves > 50 miles.
Professional demeanor, positive attitude, strong communication and customer relations skills are a must.
Ability to work well independently, as well as a dedicated team member
Ability to manage multiple priorities and while being detail-oriented
Creative problem solving, analytical decision making, organization and time management skills
Excellent organization and time management skills
Ability to work in a fast-paced environment and manage multiple priorities
High level of creativity and flexibility in order to improve existing programs and develop new ones
Basic computer skills required; familiarity with Windows and MS Office suite
Valid driver's license and reliable transportation are required
Must meet our acceptable standards for criminal background history, credit history and driving history and pass a pre-employment drug screen.
Must be able to meet the eligibility requirements for insurance licensing in order to sell voluntary insurance products. Eligibility is based on a criminal background check conducted by the state’s department of insurance.
Benefits
We offer a competitive compensation and benefits package including:
Health/Dental/Vision
Paid Vacation
401 (K) with employer match
Company provided Life Insurance & Long Term Disability
Additional benefits with Republic include:
Regular drawings for sporting event tickets
Employee of the Month Program
Philanthropic support for charities such as Juvenile Diabetes Research Foundation and the American Cancer Society
Professional offices with a friendly team environment
Monthly Incentive Bonus Pay
Internal Promotions
Locations: Gallatin, Antioch, Columbia, Murfreesboro and many more outside of Nashville!
Republic Finance, LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, sex, color, religion, national origin, age disability or veteran status in employment opportunities and benefits. Republic Finance, LLC maintains a Drug-Free Workplace.
The Senior Underwriter will be responsible for all aspects of loan analysis including cash flow modeling, preparation of investment memoranda and closing of commercial real estate loans. We are lending on all major commercial property types nationwide and the underwriter must have the ability to manage client relationships and control the lending process from term sheet to close.
RESPONSIBILITIES
Prepare and analyze Argus-based financial models including cash flow statements, rent rolls and borrower financial statements in order to determine a loan’s risk profile.
Review and analyze third party reports including appraisal, engineering, environmental, seismic and credit reports to ensure loan compliance and identify underwriting risks.
Develop internal deal memos for credit committee review.
Research market information and interview market participants.
Perform site inspections.
Manage and help develop junior team members.
Consistently seek opportunities to improve existing model architecture and build better financial tools for Plum.
Proactively work to streamline commercial loan operations.
QUALIFICATIONS
Bachelors degree in Commercial Real Estate, Business, Finance, Accounting, Economics related field.
5+years commercial real estate structured finance background as an underwriter.
Argus proficiency required.
Strong problem solving, critical thinking and organizational abilities.
Sophisticated Excel modeling skills.·
Excellent written and oral communication skills.
Unequivocally detail-oriented with the ability to multitask and balance time-sensitive priorities. No request is too great or too small, too late or too early.
Highly motivated with ability to work in a fast-paced and quickly changing environment.
BENEFITS
Early equity in a startup that is revolutionizing commercial real estate lending. Competitive package of base pay and stock options.
Generous health, dental and vision coverage for employees and family members, along with commuter pre-tax program. Unlimited vacation policy.
Opportunity to make a meaningful impact on the disruption of an industry and to shape the building of a company and culture.
Chance for your direct input to be realized and put into action.
Freedom to stretch the boundaries of your past work experience, learn skills outside of your immediate job description and grow your career.
Autonomy, flexibility and a flat corporate structure.
IN CLOSING
After decades of experience in institutional financial services, the founders of Plum recognized the need to challenge the status quo which makes the commercial real estate (CRE) lending process opaque and cumbersome. Plum is a more agile and advisory financial technology company that combines data intelligence with best-in-class financial expertise to modernize CRE lending.
Our CEO, Bill Fisher, has decades of experience building successful startup businesses, including GetSmart.com, Xing and Trivago. Our team includes senior leaders and talent from AIG, Goldman Sachs, KKR, McKinsey, PWC, Bank of America, Meridian Capital, A10, JP Morgan, Freddie Mac, US Bank, Wells Fargo and PNC Real Estate.
In April 2018, Plum announced a Series B equity investment by the $35 billion hedge fund, Elliott Management. Plum’s Series A round in August 2015 was led by Renren Inc, who has backed other fintech companies including SoFi, LendingHome and Motif Investing. This followed an earlier seed investment by QED Investors, a pre-eminent VC firm led by the founders of Capital One, whose portfolio includes Prosper, Orchard and ApplePie Capital.
Plum is headquartered in the heart of San Francisco’s Financial District in an airy, industrial loft, close to all forms of public transportation.
Apr 03, 2019
Full time
The Senior Underwriter will be responsible for all aspects of loan analysis including cash flow modeling, preparation of investment memoranda and closing of commercial real estate loans. We are lending on all major commercial property types nationwide and the underwriter must have the ability to manage client relationships and control the lending process from term sheet to close.
RESPONSIBILITIES
Prepare and analyze Argus-based financial models including cash flow statements, rent rolls and borrower financial statements in order to determine a loan’s risk profile.
Review and analyze third party reports including appraisal, engineering, environmental, seismic and credit reports to ensure loan compliance and identify underwriting risks.
Develop internal deal memos for credit committee review.
Research market information and interview market participants.
Perform site inspections.
Manage and help develop junior team members.
Consistently seek opportunities to improve existing model architecture and build better financial tools for Plum.
Proactively work to streamline commercial loan operations.
QUALIFICATIONS
Bachelors degree in Commercial Real Estate, Business, Finance, Accounting, Economics related field.
5+years commercial real estate structured finance background as an underwriter.
Argus proficiency required.
Strong problem solving, critical thinking and organizational abilities.
Sophisticated Excel modeling skills.·
Excellent written and oral communication skills.
Unequivocally detail-oriented with the ability to multitask and balance time-sensitive priorities. No request is too great or too small, too late or too early.
Highly motivated with ability to work in a fast-paced and quickly changing environment.
BENEFITS
Early equity in a startup that is revolutionizing commercial real estate lending. Competitive package of base pay and stock options.
Generous health, dental and vision coverage for employees and family members, along with commuter pre-tax program. Unlimited vacation policy.
Opportunity to make a meaningful impact on the disruption of an industry and to shape the building of a company and culture.
Chance for your direct input to be realized and put into action.
Freedom to stretch the boundaries of your past work experience, learn skills outside of your immediate job description and grow your career.
Autonomy, flexibility and a flat corporate structure.
IN CLOSING
After decades of experience in institutional financial services, the founders of Plum recognized the need to challenge the status quo which makes the commercial real estate (CRE) lending process opaque and cumbersome. Plum is a more agile and advisory financial technology company that combines data intelligence with best-in-class financial expertise to modernize CRE lending.
Our CEO, Bill Fisher, has decades of experience building successful startup businesses, including GetSmart.com, Xing and Trivago. Our team includes senior leaders and talent from AIG, Goldman Sachs, KKR, McKinsey, PWC, Bank of America, Meridian Capital, A10, JP Morgan, Freddie Mac, US Bank, Wells Fargo and PNC Real Estate.
In April 2018, Plum announced a Series B equity investment by the $35 billion hedge fund, Elliott Management. Plum’s Series A round in August 2015 was led by Renren Inc, who has backed other fintech companies including SoFi, LendingHome and Motif Investing. This followed an earlier seed investment by QED Investors, a pre-eminent VC firm led by the founders of Capital One, whose portfolio includes Prosper, Orchard and ApplePie Capital.
Plum is headquartered in the heart of San Francisco’s Financial District in an airy, industrial loft, close to all forms of public transportation.
We are looking for a data-driven problem solver who can automatically discover and extract information from multiple data sources. The data engineer will work to recognize patterns and productize your solutions and techniques for integration into our products and our processes. You will have a high degree of authority and autonomy, be capable of managing multiple high-priority tasks in a timely manner, and collaborate across the business. A successful data engineer at Plum needs to be innovative, detail-oriented, team-focused, strategic and effective in new and changing environments. One who can see a project through to conclusion.
We are looking for the candidate to start immediately. At this moment we are not sponsoring individuals for employment visas. Data munging with emphasis on ability to deal with imperfections in data. Develop refine and scale data management and analytics procedures, systems, workflows, best practices and other issues. Development of data-driven products. Visualize and communicate data clearly for use both internally and externally. Collaborate with our engineers to produce excellent products for Plum clients as well as streamline internal processes.
As a remote worker, PLUM would expect you to coordinate with our meetings in our time zone, as well as have a heightened sense of contact and productivity with and for the team.
REQUIRED QUALIFICATIONS An entrepreneurial spirit as well as passion for solving difficult challenges through innovation and creativity, with a strong focus on results. Demonstrated experience and proficiency in Java.
An understanding of Python, docker and ELK stack. Bachelor’s degree in Mathematics, Statistics, Engineering, Computer Science or related discipline.
4+ years-experience in developing large scale distributed software systems.
Experience with scraping social media, using social media APIs. Data cleansing, curation, parsing, integration, semantic mapping, and editing.
Strong knowledge of Linux / UNIX systems.
Conscientious and well organized; good sense of time management.
Eager to produce results and drive forward progress while managing deadlines.
Legal authorization to work in the U.S. is required.
Experience and understanding of what it takes to work remotely with an SF based company.
Travel to our SF HQ on a quarterly basis. PREFERRED QUALIFICATIONS Knowledge of machine learning concepts and NLP techniques.
Experience in working with big data technologies Spark, MapReduce, NoSQL.
Experience in AWS infrastructure.
Understanding of statistics.
Experience with finance technology/analytics and real estate. BENEFITS Early equity in a startup that is revolutionizing commercial real estate lending.
Competitive package of base pay and stock options.
Generous health, dental and vision coverage for employees and family members, along with commuter pre-tax program.
Unlimited vacation policy.Opportunity to make a meaningful impact on the disruption of an industry and to shape the building of a company and culture.
Chance for your direct input to be realized and put into action.
Freedom to stretch the boundaries of your past work experience, learn skills outside of your immediate job description and grow your career.Autonomy, flexibility and a flat corporate structure. ABOUT PLUM
After decades of experience in institutional financial services, the founders of Plum recognized the need to challenge the status quo which makes the commercial real estate (CRE) lending process opaque and cumbersome. Plum is a more agile and advisory financial technology company that combines data intelligence with best-in-class financial expertise to modernize CRE lending. Our CEO, Bill Fisher, has decades of experience building successful startup businesses, including GetSmart.com, Xing and Trivago. Our team includes senior leaders and talent from AIG, Goldman Sachs, KKR, McKinsey, PWC, Bank of America, Meridian Capital, A10, JP Morgan, Freddie Mac, US Bank, Wells Fargo and PNC Real Estate.
In April 2018, Plum announced a Series B equity investment by the $35 billion hedge fund, Elliott Management. Plum’s Series A round in August 2015 was led by Renren Inc, who has backed other fintech companies including SoFi, LendingHome and Motif Investing. This followed an earlier seed investment by QED Investors, a pre-eminent VC firm led by the founders of Capital One, whose portfolio includes Prosper, Orchard and ApplePie Capital.
Plum is headquartered in the heart of San Francisco’s Financial District in an airy, industrial loft, close to all forms of public transportation.
Apr 03, 2019
Full time
We are looking for a data-driven problem solver who can automatically discover and extract information from multiple data sources. The data engineer will work to recognize patterns and productize your solutions and techniques for integration into our products and our processes. You will have a high degree of authority and autonomy, be capable of managing multiple high-priority tasks in a timely manner, and collaborate across the business. A successful data engineer at Plum needs to be innovative, detail-oriented, team-focused, strategic and effective in new and changing environments. One who can see a project through to conclusion.
We are looking for the candidate to start immediately. At this moment we are not sponsoring individuals for employment visas. Data munging with emphasis on ability to deal with imperfections in data. Develop refine and scale data management and analytics procedures, systems, workflows, best practices and other issues. Development of data-driven products. Visualize and communicate data clearly for use both internally and externally. Collaborate with our engineers to produce excellent products for Plum clients as well as streamline internal processes.
As a remote worker, PLUM would expect you to coordinate with our meetings in our time zone, as well as have a heightened sense of contact and productivity with and for the team.
REQUIRED QUALIFICATIONS An entrepreneurial spirit as well as passion for solving difficult challenges through innovation and creativity, with a strong focus on results. Demonstrated experience and proficiency in Java.
An understanding of Python, docker and ELK stack. Bachelor’s degree in Mathematics, Statistics, Engineering, Computer Science or related discipline.
4+ years-experience in developing large scale distributed software systems.
Experience with scraping social media, using social media APIs. Data cleansing, curation, parsing, integration, semantic mapping, and editing.
Strong knowledge of Linux / UNIX systems.
Conscientious and well organized; good sense of time management.
Eager to produce results and drive forward progress while managing deadlines.
Legal authorization to work in the U.S. is required.
Experience and understanding of what it takes to work remotely with an SF based company.
Travel to our SF HQ on a quarterly basis. PREFERRED QUALIFICATIONS Knowledge of machine learning concepts and NLP techniques.
Experience in working with big data technologies Spark, MapReduce, NoSQL.
Experience in AWS infrastructure.
Understanding of statistics.
Experience with finance technology/analytics and real estate. BENEFITS Early equity in a startup that is revolutionizing commercial real estate lending.
Competitive package of base pay and stock options.
Generous health, dental and vision coverage for employees and family members, along with commuter pre-tax program.
Unlimited vacation policy.Opportunity to make a meaningful impact on the disruption of an industry and to shape the building of a company and culture.
Chance for your direct input to be realized and put into action.
Freedom to stretch the boundaries of your past work experience, learn skills outside of your immediate job description and grow your career.Autonomy, flexibility and a flat corporate structure. ABOUT PLUM
After decades of experience in institutional financial services, the founders of Plum recognized the need to challenge the status quo which makes the commercial real estate (CRE) lending process opaque and cumbersome. Plum is a more agile and advisory financial technology company that combines data intelligence with best-in-class financial expertise to modernize CRE lending. Our CEO, Bill Fisher, has decades of experience building successful startup businesses, including GetSmart.com, Xing and Trivago. Our team includes senior leaders and talent from AIG, Goldman Sachs, KKR, McKinsey, PWC, Bank of America, Meridian Capital, A10, JP Morgan, Freddie Mac, US Bank, Wells Fargo and PNC Real Estate.
In April 2018, Plum announced a Series B equity investment by the $35 billion hedge fund, Elliott Management. Plum’s Series A round in August 2015 was led by Renren Inc, who has backed other fintech companies including SoFi, LendingHome and Motif Investing. This followed an earlier seed investment by QED Investors, a pre-eminent VC firm led by the founders of Capital One, whose portfolio includes Prosper, Orchard and ApplePie Capital.
Plum is headquartered in the heart of San Francisco’s Financial District in an airy, industrial loft, close to all forms of public transportation.
