Financial Analyst Career Research and Resources
IBM CORPORATION INC.
Budgeting Forecasting Revenue consolidation Variance analysis Ad hoc Fulfilment
Avg. Salary: $85,000 · Company Rank: Not Available
Gresham Risk Partners, Dayton, OH
• Evaluating various institutional financial products found on a bank’s balance sheet and assisting in the analysis of various asset types and credit and market risks. • Data extraction from Bloomberg terminal and analysis on State, City, Local area (school, hospital, etc) Bonds. • Used Excel, VBA, and SAS to extract and integrate 3000 companies’ Balance Sheet, Income Statement Sheet, and Cash flow.
Avg. Salary: $57,500 · Company Rank: Not Available
Wells Fargo Bank
• Short term contract that involved reviewing mortgage loans compliance testing with HMDA regulations. • Reviewed processor and/or underwriter notes regarding the status of the application and customer interaction and determining, based on specific training and scenarios, the proper disposition for that loan (e.g. approved not accepted, withdrawn, denied).
Avg. Salary: $57,500 · Company Rank: Not Available
Dovenmuehle Mortgage
• Reduced loss to investor and the homeowner and made every attempt to prevent a loan from going into foreclosure • Reviewed workout packages and verified if homeowner has a legitimate hardship • Evaluated the financial position of the mortgagor to determine the appropriate workout option best suited for the situation • Reviewed mortgagor income and expenses, income tax returns, balance sheet income statements for self-empl...
Avg. Salary: $57,500 · Company Rank: Not Available
Guaranteed Rate Mortgage
• Underwrote Conventional loans by following lender guidelines • Reviewed and signed off on credit, income, asset documents, title policy, and appraisals • Underwrote loans using multiple lender guidelines and requirements • Used Fannie Mae / DU, Freddie Mac / LP guidelines and Automated underwriting Systems • Approved and rejected loan applications based on underwriting guidelines • Analyzed appraisals, cre...
Avg. Salary: $57,500 · Company Rank: Not Available
Lajolla Bank
• Approved and denied mortgage loans, following bank guidelines. • Reviewed information on mortgage loan documents to determine if buyer, property and loan conditions met establishment and government standards • Evaluated acceptability of loans to corporations that bought real estate loans on secondary mortgage markets • Acted in full compliance with all policies, directives / procedures and external regulations to protect ...
Avg. Salary: $57,500 · Company Rank: Not Available
SS&C Technologies Inc.
• Prepared position and cash reconciliation statements, reconciled any discrepancies between banks and advisor ware positions • Prepared reconciliation statements using Microsoft Excel spreadsheet • Prepared balance Sheet, profit / loss statement, income statement to summarize current and projected financial information • Applied accounting principles to analyze financial information, prepared repo...
Avg. Salary: $57,500 · Company Rank: Not Available
Regent Bank
Avg. Salary: $52,500 · Company Rank: Not Available
First National Bank of Oklahoma
Avg. Salary: $52,500 · Company Rank: Not Available
Regent Bank
Avg. Salary: $52,500 · Company Rank: Not Available
