Browse Career Research in Accounting & Finance
Accounting & Finance Career Research
Wells Fargo Bank
Manage a portfolio of municipal bond trust accounts, facilitating investor payments (including financial modeling to determine debt payment schedules), ensuring timely trade execution and settlement, reviewing complex legal documentation, fielding client / investor questions, and overseeing activities of 3 account associates.
Avg. Salary: $150,000 · Company Rank: Not Available
Bank of America
Managed a portfolio of structured product trust accounts (primarily collateralized debt obligations) leading the client interaction as well as managing a team of analysts tasked with preparing the customized reports. Performed complex financial modeling involving pools of residential and commercial mortgage loans along with risk offsetting derivatives.
Avg. Salary: $150,000 · Company Rank: Not Available
Cole Taylor Bank
Originated, structured, underwrote, negotiated, closed, and provided account management for portfolio of cash flow and asset-based loans for privately held, primarily family-run, businesses. Performed advanced projection modeling to ensure loan payback and worked with client companies to restructure loans if needed for effective cash management.
Avg. Salary: $150,000 · Company Rank: Not Available
Crowe Chizek and Company
Led credit risk and regulatory compliance consulting adding value to community bank clients by developing and refining risk rating models, reviewing loan acceptance and monitoring policies, as well as compliance with other FDIC, Federal Reserve, and OCC regulatory rules. Supplemented other auditing/consulting teams to assess client operations to ensure compliance with regulations including Sarbanes-Oxley rules.
Avg. Salary: $150,000 · Company Rank: Not Available
Comerica Bank
• Originated, structured, underwrote, negotiated, closed, and provided account management for portfolio of middle market corporate loans including working capital lines of credit and real estate/equipment financing.
Avg. Salary: $150,000 · Company Rank: Not Available
Western Securities Co., Ltd
• Collected the industry data and information and prepared the marketing materials for the senior securities analyst. • Checked the data accuracy, maintained and ran financial models. • Assisted the senior securities analyst in preparing working schedule and PowerPoint slides.
Avg. Salary: $15,000 · Company Rank: Not Available
Fair Oaks Consulting
Acted as SME for all litigation reviews. Client liaison. Responsible for the quality and output of all operations
Avg. Salary: $100,000 · Company Rank: Not Available
Allonhill
Responsible for all operational reviews, quality control, and acted as servicing SME. Client liaison. Business development
Avg. Salary: $100,000 · Company Rank: Not Available
Phoenix Asset Management
Recurring reporting, operational oversight, client liaison
Avg. Salary: $100,000 · Company Rank: Not Available
Global Financial, Inc
Identify and resolve loan level servicing issues to improve portfolio performance on behalf of hedge fund
Avg. Salary: $100,000 · Company Rank: Not Available
