Financial Manager, Branch or Department Career Research and Resources
Greater Boston Companies
Handle all the accounting responsibilities of this small, fast growing real estate and mortgage investment firm. Analyzed and reconciled the ten operating companies for the 2003 tax and audit year. Streamlines the accounting policy and procedures to eliminate the need to file tax extensions for 2004. Aided in the doubling size of the bridge lending business. Implemented new accounting system for the non-real estate prop...
Avg. Salary: $0 · Company Rank: Not Available
Cypress Tree Investment
Responsible for all accounting duties for this financial service company with over 4 billion under management. The firm manages various investment vehicles including collateralized debt obligation (CDO) and collateralized loan obligation funds, develops cash flow analysis which aides in the company’s growth through new investment funds, coordinated and handled the audits and tax returns. Established and maintained policie...
Avg. Salary: $0 · Company Rank: Not Available
Ocwen Financial
Manage the timely filing and payment of investor claims to maximize reimbursement for this provider of residential and commercial mortgage loan services. Facilitate inter-departmental communication and cooperation to ensure all investor guidelines are met; partner with corporate advance control group, investor reporting, investor accounting, default, and escrow teams. Communicate daily with team in India. Recognize and add...
Avg. Salary: $67,500 · Company Rank: Not Available
Ocwen Financial
Filed investor claims according to FNMA & FHLMC guidelines. Provided customer service to the investor; researched and responded to inquiries on mortgage insurance or investor claims. Monitored third-party vendor to ensure claims are being processed quickly and accurately. Pull daily reports daily to track government claims and respond to delays or trends.
Avg. Salary: $67,500 · Company Rank: Not Available
First American Commercial Real Estate Tax Service
Provided customer service, administrative, and reporting services. Researched and supplied accurate tax information to clients. Supported week- and month-end actions by compiling and reporting data.
Avg. Salary: $67,500 · Company Rank: Not Available
Westlake Settlement Services
Managed a team of 10 in processing all mortgage payoffs. Partnered with customer service, property tax, cash management, and other departments to ensure superior customer service and operational efficiency. Analyzed daily reports. Monitored volume and quality; reallocated resources where necessary. Conducted individual and team feedback sessions on production numbers and goals.
Avg. Salary: $67,500 · Company Rank: Not Available
Countrywide Home Loans
Managed a team of 10 in processing all mortgage payoffs. Partnered with customer service, property tax, cash management, and other departments to ensure superior customer service and operational efficiency. Analyzed daily reports. Monitored volume and quality; reallocated resources where necessary. Conducted individual and team feedback sessions on production numbers and goals.
Avg. Salary: $67,500 · Company Rank: Not Available
Wells Fargo Home Mortgage
Supervised a team of 15 in managing property tax functions. Liaised between the tax department and investor services to ensure timely tax disbursements. Prepared and reviewed monthly quality checks. Audited processing reports. Conducted weekly staff meetings. Prepared month-end reports with analysis and recommendations for improvement. Interviewed and selected staff. Provided initial and ongoing training as well as perform...
Avg. Salary: $67,500 · Company Rank: Not Available
Fifth Third Bank
Served as a trusted adviser to Chicago land business owners and prospects, with revenues of $3MM- $30MM, in an effort to achieve business and professional financial goals. Collaborated with a team of product partners utilizing the "One Bank" Sales cycle to understand the holistic business needs. Continued negotiation, compromise, and mediation with internal partners helped ensure that credit decisions resulted in pruden...
Avg. Salary: $67,500 · Company Rank: Not Available
US Bank
Provided expert financial advice on mortgage, educational and personal loans. Managed the second largest branch in the region, achieving high customer satisfaction rates and managed $125 MM in total deposits and a staff of 25 team members. Performed daily maintenance of the loan applicant database distributed to bankers.
Avg. Salary: $67,500 · Company Rank: Not Available
