Financial Manager, Branch or Department Career Research and Resources
Merchants Bank of Indiana
SVP of New Business development; Commercial Real Estate lending (Investment & Owner Occupied); conventional and SBA structured financing, for various types of real estate; including multi-family, retail, and office, etc. • Commercial and Industrial lending to smaller - medium sized asset based borrowers, providing variable rate operating lines of credit (borrowing base and loan covenant driven); as well as, fixed rate te...
Avg. Salary: $110,000 · Company Rank: Not Available
Fifth Third National Bank
General Commercial Banking: • Excellent credit skills; a strong ability to discern desirable commercial borrowers. • Excellent ability to analyze and compute viability of commercial and individual financial statements. • Balanced development of new commercial borrowers, while monitoring a large existing portfolio of customers. Portfolio exceeded $200,000,000 in commitments; averaging $150,000,000 in outstanding balances. ...
Avg. Salary: $110,000 · Company Rank: Not Available
Travelers Insurance Company of New Jersey
>Manage a team of two individuals to plan, forecast and analysis operational results for P&L >Liason to corporate for submission of plan and reporting of actual trends >Worked with senior leadership team to establish strategic goals for subdidary of Travelers Insurance Company >Reported directly to CFO on plan, forecast and analysis of results
Avg. Salary: $127,000 · Company Rank: Not Available
Moneta Group Investment Advisers, LLC
Ensured firm-wide compliance with the Act of 1940 and all other applicable SEC rules and regulations
Avg. Salary: $67,500 · Company Rank: 3.0 out of 5
Oakes & Fosher, LLC
Reviewed client account statements, account applications, and other documentation to determine if the broker involved mishandled the account. It was my job to determine if there was a case and if so, what kind of claim (ie. unsuitable trading, churning, commission violations, mutual fund break point violations, improper 1035 exchanges, etc.)
Avg. Salary: $67,500 · Company Rank: Not Available
Saxony Securities, Inc
Established this company from scratch with 5 other individuals. Worked with the NASD (now FINRA) to establish all OSJ offices, etc. Wrote policies and procedures and ensured firm wide compliance with them and all FINRA and SEC regulations
Avg. Salary: $67,500 · Company Rank: Not Available
Consultant
As a consultant for Allstate Insurance Company I worked closely with developers to guide and verify the buidling of the plan system from one software (Commander PRISM)to hyperion. I preformed all tasks from my office at home.
Avg. Salary: $127,000 · Company Rank: Not Available
Zenta
Conventional mortgage loan underwriter ensuring compliance with appropriate company and secondary market investor guidelines, state and federal regulation compliance, as well as maximizing organizational profit to minimize risk.
Avg. Salary: $65,000 · Company Rank: 3.0 out of 5
Wells Fargo Home Mortgage
Second level reviewed files for new or lesser level underwriters to determine their ability to receive or advance their underwriting authority. Manually underwrote conventional (including HARP, Renovation loans, High Balance, Non-conforming, and CEMA) FHA, USDA, FHA Bond loans and other products as assigned. Reviewed income calculations, extensive review of tax returns (1040s, 1120s,1065s and k1s) to determine adequacy of ...
Avg. Salary: $65,000 · Company Rank: 4.0 out of 5
Wells Fargo Home Mortgage
The primary responsibility is measuring , controlling and monitoring operational risk and quality of service. This will be performed through monthly inspections or call monitoring. The individual will be concerned with limiting exposure due to risk such as those resulting from human error, transaction, fraud and processing and communications with customers. Once evaluations are complete and necessary actions have been taken...
Avg. Salary: $65,000 · Company Rank: Not Available
