financial Jobs

11/2/2009 - Richardson, TX - 2VP, Underwriting - Personal Insurance Sales
Travelers
Committed. Competitive. Constructing our Future. That's Travelers. We are one of the leading insurance companies in the United States. Our superior financial strength and consistent record of strong operating returns mean security for our customers - and opportunities for our employees. You will find Travelers to be full of energy, and a workplace in which you truly can make a difference. SUMMARY This position is responsible for the execution of all underwriting programs and processes within the Direct and Affinity sales groups. The position also has responsibility to develop programs to ensure proper classification and pricing of risks while maintaining and promoting a positive customer experience. This position will work with Home Office business groups, Consumer Marketing, Call Center Management and Corporate Audit/compliance to ensure compliance of state laws, regulations and Travelers Underwriting philosophy. This position will analyze and develop processes based on source of customer inquiry (mail web or mass media) and location (state county). DUTIES In conjunction with Home Office and DIRECT personnel, monitors profitability through continued analysis of financial data and develops appropriate action plans to meet profit and growth objectives. Develop process and programs to manage sales agents underwriting proficiency through various stages of learning curve while maintaining a smooth and seamless underwriting experience for the consumer. Analyze business by source (Internet Mass Media + Direct Mail) and develops underwriting controls to ensure proper classification. Works with Welcome Team to optimize customer experience. Coordinate and implement roll-out of certification/referral program and the quality analysis program to ensure proper underwriting and pricing of individual risks among all Centers and staff. Coordinate all compliance and underwriting guidelines changes, and conduct internal audit to ensure compliance to state regulations and consistency. Communicate and implement all underwriting protocol changes. Home office liaison for audit, underwriting, compliance, pricing meetings, and ad hoc projects. Coordinates the communications of all underwriting, product, and compliance changes for Sales and updates to Live Publish State pages. Work with BC service management to monitor adverse underwriting decision process (cancellations, re-pricing, upgrading) to ensure loss ratio and compliance goals are met, and adequate premium is collected. Work with Home Office and BC Underwriting on managing the Property Inspection Program for Sales. Partner with Service to an effective Licensing State Licensing Process for sales and ensures compliance with all state licensing laws and regulations. Works closely with Home Office and Retail Business Centers to ensure consistency with underwriting philosophy and procedures. Provide direction to the operating areas for audit process and monitor the integration of underwriting knowledge and processes into operations. Continuously monitors underwriting processes for efficiencies and expense savings. Ensure that core activities are effectively monitored through quality assurance with timely feedback provided to operations. Identify technology and process improvements to improve operational efficiencies. Utilize analytics to identify areas of underwriting opportunity aimed at improving loss results and underwriting effectiveness. COMPETENCIES/QUALIFICATIONS: College degree and/or insurance industry study (CPCU) preferred. At least 10 years underwriting supervision experience is required. Sufficient experience to demonstrate comprehensive understanding of insurance company operations, personal lines products, underwriting programs, and industry issues. Field and Home Office experience is a plus. Business and organizational knowledge strong technical expertise in underwriting, products, sales, and distribution. Front line experience with a sales team or sales culture is a plus.
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8/25/2009 - Oshkosh, WI - Investment Financial Consultant
U.S. Bancorp
Investment Financial ConsultantAt U.S. Bank, we pride ourselves on providing the very best comprehensive wealth management solutions to help our customers meet their personal financial goals. But the best products in the marketplace would fall short without dedicated and talented people just like you! We need focused and driven professionals to build trusted relationships, carry the desire to win, and ultimately drive our organizational success. In the critical role of Investment Financial Consultant, you will:Proactively reach out to potential customers and offer customized investment optionsBuild relationships with your clients to understand their financial goals and help ensure that they reach themTrain branch team members on our investment offerings and partner with them to recognize profitable opportunitiesBuild on your current sales skills and financial product knowledge with continued training, coaching, and corporate supportHave access to unparalleled opportunity with the 6th largest banking institution in the U.S.!Your Career is Here.
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8/25/2009 - Fargo, ND - Investment Financial Consultant
U.S. Bancorp
Contacts and profiles customers to determine their financial goals, objectives and current financial position. Proactively recommends investment solutions to your clients from a variety of partners such as AIG, Allstate, Franklin Templeton, New York Life, MetLife, Putnam Investments, Hartford and more while complying with all pertinent laws, regulations and corporate policies. Trains branch staff on the services we offer and partner with them to recognize referral opportunities.Your Career is Here!
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12/19/2009 - Montgomery, AL - Mortgage Loan Originator
Synovus
This is a 100% commissioned job. Calls on current affiliates, Realtors, and builders to solicit mortgage loans. Networks with agents, attorneys, CPAs, appraisers to develop referral base. Executes loan application process in full, and assists processor in gathering information needed to approve the loan. Participates in community activities in order to keep contacts fresh and better understand the local real estate market. Negotiates competitive fees and rates for the various loan programs. Generates new ideas to facilitate productivity and enhance customer service. Responsibility Level: Responsible for developing loan referrals and repeat loan business. Requires a high level of customer service and attention to detail. Works independently and must be a self-starter. Incumbents are expected to get along well with other employees, follow directions, work well under stress, and maintain acceptable attendance on the job. In order to be considered for this position, candidates must be eligible to work in the U.S. and will not need sponsorship from the employer now or in the future, in order to obtain, extend or renew authorization to work in the United States. Synovus Mortgage is an Equal Opportunity Employer supporting Diversity in the workplace. M/F/V/D
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1/13/2010 - Franklin, MA - Reverse Mortgage Officer (9187)
Rockland Trust
9187 Job Description Rockland Trust Company is Currently Seeking a Reverse Mortgage Officer in the Franklin Area As a Reverse Mortgage Officer you will be responsible for soliciting and originating reverse mortgages from various sources including Community Outreach Programs,attorneys, healthcare organizations, realtors, builders, financial planners/professionals, past customers and other nontraditional sources. The Reverse MortgageOfficer is responsible for creating awareness and demand for Reverse Mortgages. The ideal candidate is empathetic to the unique needs of Seniors with the primary focus on how a reverse mortgage will help them achieve their financial goals Act as a representative of Rockland Trust Company, participating in and corporate programs and activities, as appropriate. RESPONSIBILITIES Generate loans from a variety of sources:bank leads, personal contacts, professionalreferrals, sales activity. Consult with borrower on short and long-term goals, and match borrower with best loan products/lender to fit customer goals. Educate the borrowers on the Reverse Mortgage product, loan processing, and loan closing. Take complete loan applications together with required signed disclosures. Input loan information into LOS. Run and analyze customers credit report. Run AUS with select lender. Manage rate and final pricing. Act in accordance with all applicable State & Federal regulation. Required Skills Certified Senior Advisor Designated Minimum 2 years experience in Reverse Mortgage sales and originations. Experience in engaging and serving the senior population Job Location Franklin, MA, US. Position Type Full-Time/Regular
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9/11/2009 - Bellevue, WA - Assistant Director of Financial Reporting
Paccar
Assistant Director of Financial Reporting - 1 opening This person will interact closely with senior management in the Controllers? organization and will also interact on a regular basis with our subsidiaries, external auditors, and the Corporate Accounting and Consolidation groups. External Reporting Lead, coordinate and assist in the preparation of all ?34 Act filings including 10-Q, 10-K and 8-K reports. Lead, coordinate and assist in the preparation of year-end financial statements, footnote disclosure and MD&A support. Manage project timelines to ensure milestones are met and filings are completed timely and accurately. Maintain version control until documents are filed with the SEC. Research SEC rules and guidance. Provide SEC guidance to senior accounting management on proper accounting, reporting and disclosure. Provide financial analysis and presentation support for earnings releases, board presentations, shareholder meetings and investor relations. Provide GAAP research and prepare position papers. Worldwide Consolidation and Management Reporting Assist in the month-end consolidation of financial results to include income statement, balance sheet, cash flow statement and related eliminations. Assist with analytical review of consolidated financial statement results including performing various equity analyses. Provide assistance in the analysis and resolution of consolidation issues as they arise. Policy and Procedures Develop policy and procedures as new accounting rules and guidance are issued. Coordinate and provide training as required to PACCAR locations. Ensure compliance by performing audits of account classifications. Coordinate and conduct global GAAP continuing education program. Special Projects Assist with special projects including system implementations including the treasury/accounting and consolidation and financial reporting initiatives. SKILLS REQUIRED: Excellent analytical and technical accounting skills required. Strong working knowledge of SEC rules and regulations and of internal accounting control procedures. Outstanding communication skills are mandatory, combined with strong analytical abilities and attention to detail. Position requires frequent coordination and negotiation with numerous groups from within and outside the company ranging from staff to vice president levels. Strong organizational skills required to manage multiple projects from beginning to end. Strong project management skills required to enable successful and timely project completion. Deadline-driven and self-motivated. EDUCATION REQUIRED: BS/BA Accounting Degree CPA Certification SEC Reporting 8+ years of increasing responsibility Strong PC skills EDUCATION DESIRED: Big 4 public accounting experience highly preferred Current, active CPA license Experience with a high-end consolidations and reporting package such as Hyperion, SAP, Longview, Cartesis, etc
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11/2/2009 - Norwood, MA - Personal Lines Underwriter
Travelers
Committed. Competitive. Constructing our Future. That's Travelers. We are one of the leading insurance companies in the United States. Our superior financial strength and consistent record of strong operating returns mean security for our customers - and opportunities for our employees. You will find Travelers to be full of energy, and a workplace in which you truly can make a difference. This position may reside in our Worcester or Norwood location. Summary: Provide technical underwriting support for assigned agencies within the team as well as making individual underwriting decisions on referred accounts. Job Components/Critical Responsibilities: -Handle underwriting decisions on new business, renewals and referrals that fall outside the guidelines and within delegated authority levels. Recommend risks above their letter of authority. Typically these individuals hold Level I or Level II authority levels. -Handle assigned workload within quality, productivity and service standards as established by the business centers. -Provide technical underwriting support for team members -Handle underwriting edit referrals -In conjunction with business center management and field marketing, and Agency Portfolio Managers (APMs) assist with agency management including monitoring of loss ratio and agency exceptions -Handle Adverse Decision Letters for own decisions -Provide assigned agencies with necessary training -Assist in training of team members -Provides Support for Personal Insurance Counselor staff -Assist with book transfers -Handle Insurance Department complaints -Keeps up to date on regulatory changes, PLUM bulletins and other ongoing training. -Business travel as needed. -Perform other related duties as required Competencies/Qualifications: -Prior Underwriting Experience -Customer Focus -Business/Technical Knowledge -Teamwork/Rapport building skills -Strong written & verbal communication skills -Knowledgeable in Personal Lines products and systems -Familiar with agency management & MA industry -College degree or equivalent work experience -Valid agents license desirable -Effective organizational and time management skills
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1/30/2010 - Fishkill, NY - Mortgage Originator
M&T Bank Corporation
This position is located in Fishkill, NYDID YOU KNOW: M&T Bank made Forbes Magazines 400 Best Big Companies list for the 10th time this year, that weve been in business for over 150 years and are one of the nations top 20 bank holding companies with close to $66 billion in assets? Within our Mortgage team, we already have a seasoned group of professionals who specialize in creative outside sales, superb customer service and producing amazing results! In this position, you will play an integral role in growing M&Ts Mortgage presence in the market! OVERALL GOAL OF POSITION:To work with existing and new customers who are interested in identifying and obtaining permanent FHA/VA and conventional mortgage loans and/or other residential mortgage programs that best meet their financial needs and objectives.CUSTOMER SERVICE GOALS:To Interview applicants and collect/ analyze information regarding their income,assets, debts and credit data as well as their needs, desires, and earnings, obtain and analyze pertinent financial and credit data. - Independently assesses applicants credit worthiness and determine productsthat best meet the customers needs and financial circumstances and advisespotential borrowers regarding the advantages and disadvantages of differentfinancial products. - Make recommendations to customers regarding other bank products or toalternative lending vehicles. - Represent the bank in the community and related functions to identify,develop and promote additional business. SALES GOALS: -To cultivate new mortgage business. Market, service and promote the banksmortgage products. This includes the solicitation of residential first mortgagesthrough contacts with Realtors, builders, and developers. Regularly works at abank facility, but may be required to travel to and work at prospective customers'homes or business locations. -Ensure lending compliance with all origination procedures including bank policiesand procedures and regulatory requirements. -Independently monitor trends and developments in the local real estate market, aswell asthe changing rules and regulations pertaining to both private and governmentinsured mortgages.WHAT YOU NEED TO BE SUCCESSFUL: -Two (2) to three (3) years current mortgage sales experience in the existing market. -An existing pipeline of business with a stable Center of Influence in the market. -A thorough knowledge of FHA/VA regulations, conventional loan requirements andReal Estate law. -General knowledge of personal computers and software programs. -Strong mathematical skills. -Self-motivated and well organized. Excellent verbal and written communicationskills and the ability to interact with individuals at all income levels in aprofessionalmanner. -Demonstrated ability to work independently and to follow through on details tocompletionand the ability to work under critical time constraints.
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12/19/2009 - Jacksonville, FL - Mortgage Loan Originator Jacksonville
Synovus
This is a 100% commissioned job. Calls on current affiliates, Realtors, and builders to solicit mortgage loans. Networks with agents, attorneys, CPAs, appraisers to develop referral base. Executes loan application process in full, and assists processor in gathering information needed to approve the loan. Participates in community activities in order to keep contacts fresh and better understand the local real estate market. Negotiates competitive fees and rates for the various loan programs. Generates new ideas to facilitate productivity and enhance customer service. Responsibility Level: Responsible for developing loan referrals and repeat loan business. Requires a high level of customer service and attention to detail. Works independently and must be a self-starter. Incumbents are expected to get along well with other employees, follow directions, work well under stress, and maintain acceptable attendance on the job. In order to be considered for this position, candidates must be eligible to work in the U.S. and will not need sponsorship from the employer now or in the future, in order to obtain, extend or renew authorization to work in the United States. Synovus Mortgage is an Equal Opportunity Employer supporting Diversity in the workplace. M/F/V/D
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9/16/2009 - Beltsville, MD - Finance Director
PBSJ
Position Summary: As part of the core management team, the Finance Director assumes a leadership role in shaping the business aspects of operations. Oversees operational financial reporting and operational financial management, staff financial training and development, and assesses potential return on investments including pricing and risk management. Advocates and integrates corporate vision and staff entrepreneurial efforts through training and strong communication. Is a ldquo;business partnerrdquo; with the National Service Director (NSD) in the strategic planning of the Service. Typical duties and responsibilities of the job include: Develops, implements and oversees the Service financial support system, including monitoring and reporting functions and recruitment and training of financial staff. Provides guidance to Service management to enhance financial performance, with particular emphasis on meeting financial forecasts. Assists NSD in the development of the annual business plan and periodic forecasted updates for revenue, staffing, labor costs, operating expenses and cash flow. Builds strong working relationships with all levels of management within the Service line and coordinates smooth and efficient liaisons with Corporate Accounting and Contracts Administration. Initiates effective systems to monitor completion of projects within schedule and budget. Conducts regular regional review sessions to provide guidance for performance expectations. Oversees proposal pricing, participates in contract negotiations and assists in development of remedial or recovery strategies consistent with the prudent financial management of the Service. Responsi ble for the Accounts Receivable collection effort of Service line. Supports Service compliance with company financial policies and practices. Performs other duties as the CFO and/or NSD may from time to time deem necessary. *EEO/AA/Smoke-free, Drug-free workplace
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