Financial Specialist Career Research and Resources

Accredited Home Lenders

Accounting & Finance - Financial Specialist - Atlanta, GA

Managed loan procurement process including all aspects of customer relations. * Selected as a Team Leader and Trainer to new loan processors due to proven work production and product knowledge. * Recognized as a top producer by management.

Avg. Salary: $45,000   ·    Company Rank: 4.0 out of 5

American Freedom Mortgage

Accounting & Finance - Financial Specialist - Marietta, GA

Commended by management for processing 30 plus loans at one time. * Received processor of the month. * Sales

Avg. Salary: $45,000   ·    Company Rank: 4.0 out of 5

Taylor, Bean & Whitaker Mortgage Corporation

Accounting & Finance - Financial Specialist - Ocala, FL

Worked on the Secondary Markets Trading Desk.

Avg. Salary: $60,000   ·    Company Rank: 4.0 out of 5

American Express Bank Limited

Accounting & Finance - Financial Specialist - Gurgaon, Outside United States

Verification of Credit Card Applications

Avg. Salary: $60,000   ·    Company Rank: 5.0 out of 5

Wells Fargo Financial

Accounting & Finance - Financial Specialist - Des Moines, IA

(Loan Officer) Take new leads, create loan options that are optimal for that specific customer, gather information required to complete loans, keep detailed records on various platforms

Avg. Salary: $35,000   ·    Company Rank: 3.0 out of 5

Northwestern Mutual

Accounting & Finance - Financial Specialist - Ames, IA

(Financial Representative) Contact possible leads and schedule a meeting, gather financial and personal information about the clients, use information to complete a financial plan for the client, work with customer to complete required steps and keep them informed along the process.

Avg. Salary: $35,000   ·    Company Rank: 3.0 out of 5

Holiday Inn

Accounting & Finance - Financial Specialist - Ames, IA

(Event Organizer, bartender) Part-time job - Make sure events are properly setup for, make sure individuals setting up event stay on task and complete setup, I also bartend functions occasionally

Avg. Salary: $35,000   ·    Company Rank: 4.0 out of 5

oppenheimer & co

Accounting & Finance - Financial Specialist - ny, NY

extensions,sellouts house calls,etc

Avg. Salary: $50,000   ·    Company Rank: 1.0 out of 5

Texas Country Bank

Accounting & Finance - Financial Specialist - Lakeway, TX

VICE PRESIDENT, LOAN ADMINISTRATION ? Responsible for the coding of the loan payments to be processed in proof ? Review loan files for document exceptions ? Balance several loan accounts to the general ledger ? Inspector for interim construction loan draws ? Posted draw requests to Excel sheets ? Prepared the daily CRE report for concentrations ? Assisted in RE loan closings and operations.

Avg. Salary: $41,000   ·    Company Rank: 2.0 out of 5

DHI Mortgage

Accounting & Finance - Financial Specialist - Austin, TX

LOAN SERVICING ACCOUNTING SPECIALIST Posting of customers’ payments Balancing bank deposits to postings on Loan System and submit to accounting Payments varied between $20 – 30 Million per month Verification of Mortgages Payoff statements and posting of payoffs Handled Bank Charge Backs Handled Customer Service Calls Handled Loans that were Subserviced Service Released Loans Edited information on main loan comp...

Avg. Salary: $41,000   ·    Company Rank: 4.0 out of 5