HUNT Mortgage Jobs

- 14,235 Jobs
  • Mortgage Underwriter

    Hunt Mortgage 4.0company rating

    Hunt Mortgage Job In Buffalo, NY

    We are seeking an experienced Mortgage Underwriter with proficiency in both conventional and government loan programs. The ideal candidate will possess a thorough understanding of mortgage lending guidelines, strong analytical skills, and the ability to make sound lending decisions while adhering to regulatory requirements. Key Responsibilities Review and analyze mortgage loan applications to ensure accuracy, completeness, and adherence to underwriting guidelines for both conventional and government loan programs (FHA, VA, USDA). Assess borrower's financial documents including income, assets, credit history, and employment to determine creditworthiness and risk. Evaluate property appraisals and collateral to ensure they meet lending requirements and guidelines. Calculate debt-to-income ratios and other financial metrics to assess borrower's ability to repay the loan. Communicate effectively with loan officers, processors, and other stakeholders to obtain additional information or clarification on loan files. Issue loan approvals or denials based on underwriting findings, providing clear and concise explanations for decisions. Stay updated on changes in mortgage lending regulations, underwriting guidelines, and industry trends. Collaborate with compliance and risk management teams to ensure loan files are in compliance with regulatory standards and company policies. Qualifications Bachelor's degree in Finance, Business Administration, or related field preferred. Minimum of 3 years of experience as a mortgage underwriter, with a focus on both conventional and government loan programs. Strong knowledge of mortgage lending regulations, guidelines, and best practices. Proficiency in using underwriting software and mortgage industry tools. Excellent analytical and problem-solving skills with keen attention to detail. Effective communication skills, both verbal and written, with the ability to convey complex information clearly and concisely. Ability to work efficiently in a fast-paced environment and manage multiple priorities. Certification as a Mortgage Underwriter (e.g., NAMU, NAMP) preferred. Experience working with automated underwriting systems (e.g., DU, LP) is a plus. Demonstrated commitment to maintaining confidentiality and integrity in handling sensitive borrower information. This job description is intended to convey information essential to understanding the scope of the position and is not exhaustive. Responsibilities and duties may be modified or added as needed.
    $60k-76k yearly est. 13d ago
  • Loan Closing Coordinator

    Hunt Mortgage Corporation 4.0company rating

    Hunt Mortgage Corporation Job In Buffalo, NY

    Full-time Description Objective To fulfill Hunt Mortgage Corporation's Service Strategy Statement. “We treat our most valuable assets, our customers and employees with courtesy and respect. We will always be aware that we are assisting our customers with one of their most valuable and cherished assets, their home. We will be accurate in our estimates, timely with our responses and loan closings.” Functions · Check loan packages when received from processing for completeness, accuracy, correct loan registration and disclosures. · Prepare loan closing package for all Banker files. This includes all documentation for mortgage lien and purchase of loan by end-investor. · Prepare aggregate escrow calculation for all tax escrowed banker files. · Answer closing inquiries from closing agents and/or internal staff, when necessary · Do preliminary CD workout in Approval/Resubmittal status · Review all invoices for credit/appraisal/VOE to ensure proper fee was disclosed and being collected · Provide proper disclosures for extended files. · Continuing training on conventional/ government investor requirements. · Review TRID requirements for timely delivery of the CD · Be a team player - KYSO service. The functions of this position are subject to change and may be altered accordingly based on the needs of the organization and/or the Company President. Requirements Qualifications Education/Certification: - High School degree or equivalent Required Experience - Two or more years experience in a bank or mortgage company in the closing department Required Knowledge - Familiarization with legal documents - Proficiency with Word, Excel and LOS -Strong communication and customer service skills -Ability to work in a cooperative, collegial manner with other departments to accomplish Company goals and objectives Core Competencies: -Strong eye for detail - commitment to excellence -Strong organizational skills -Strong communication skills -Excellent customer service skills - empathetic, caring, sensitive -Ability to work well under pressure -Positive attitude and willingness to help others -Self motivated with a strong desire to learn -Emotional intelligence -Professional dress and demeanor Salary Description $38,000- $43,000 Annual Salary
    $38k-43k yearly 60d+ ago
  • Corporate Debt Advisory Associate

    BBVA 4.8company rating

    New York, NY Job

    Summary of Responsibilities: The Associate will support a global and local advisory team that opines on the capital structure, debt capacity, credit ratings, liquidity and number of other strategic topics across corporate finance. The analysis is conducted via a variety of technical tools and models developed internally by the team. Examples of specific analysis include M&A capacity, shareholder returns, indicative credit ratings, cost of capital, and product agnostic advisory regarding various debt and equity solutions. The Associate will support senior members of the team by taking ownership of financial models and other analysis, and preparing end-to-end client pitch materials in which the analytical conclusions are provided. Projects routinely entail a level of collaboration with other products, including corporate lending and debt capital markets. Requisite knowledge base includes: cash flow modelling, rating agency methodologies (across sectors in the corporates domain), solid accounting and corporate finance fundamentals. List Major/Essential Job Duties: Manipulation of financial models to project financial statements and key credit metrics Preparation of various marketing materials for client pitches Maintenance and improvement of analytical tools and templates Level of Complexity and Risk Involved: Moderately complex responsibilities, with a critical component being the financial modeling and preparation of client pitch books - both are iterative processes that require a high attention to detail. Scope of Duties: Understanding and development of financial modeling tools, financial statement analysis and general credit analysis Identification and synthesis of industry research Oral and written presentations for client marketing and internal purposes Interaction with other teams within the BBVA Group Data management Client meeting participation when practical Skills, knowledge, and abilities/Competencies: Degree in Economics, Accounting, Finance, Math, Engineering, or related field Comfort with accounting and financial statements Previous experience with financial models is a plus A high attention to detail Excellent communication and presentation skills Strong organizational skills to manage tight deadlines and complex projects Ability to work in a team environment and be flexible in terms of responsibilities Advanced Excel (e.g. ability to rapidly audit, understand and edit Excel formulas such as IF statements), and PowerPoint (e.g. ability to rapidly create, update and format slides containing charts and tables, in an error-free and highly polished manner) Management Responsibilities: While no direct reports, the Associate will constructively work with Analysts to develop their technical base and provide a layer of quality control. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $120,000 to $140,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions
    $120k-140k yearly 9d ago
  • Compliance Monitoring & Testing Specialist

    Social Capital Resources 3.8company rating

    New York, NY Job

    Top-Tier Bank in Midtown, Manhattan is seeing a Compliance Monitoring & Testing Specialist for a full-time position! Responsibilities: Conduct ongoing monitoring and testing to ensure the effective execution and sustainability of bank's adherence to all regulatory requirements (excluding Financial Crimes Compliance) and escalate any issues of non-compliance Work on regulatory requirements specifically Federal Reserve Bank New York (FRBNY) and New York State Department of Financial Services (NYDF) regulations. Conduct scoping analysis to identify which business units are within scope of testing relative to the regulatory requirement. Ensure written monitoring and testing results are thoroughly documented, clearly understood, and escalated appropriately Monitor and test regulatory and internal requirement related controls in business level procedures or policies and identify control deficiencies Develop reports of regulatory and internal requirement control deficiencies including documentation of findings and tracking remediation objectives Participate in planning, execution, and reporting of compliance assurance reviews and compliance and regulatory issue validation Stay up to date on federal and state compliance updates Qualifications: Bachelor's Degree 3+ years in a compliance testing and monitoring position, with a focus on non financial crimes compliance. 5 years working experience in the field of compliance monitoring and testing. Knowledge of Federal Reserve Bank New York (FRBNY) and New York State Department of Financial Services (NYDF) regulations
    $67k-84k yearly est. 5d ago
  • Fund Services - Hedge Fund/PE Client Facing Account Manager

    Morgan Stanley 4.6company rating

    Harrison, NY Job

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Fund Services This wholly owned subsidiary of Morgan Stanley administers over $600 billion of hedge fund assets. Using the Firm's proprietary, globally accessible technology platform, the business provides a full range of fund administration services, including daily accounting and financial reporting; transfer agency and investor services; middle and back-office support; and integrated portfolio analytics. Morgan Stanley Fund Services is supported by 1,350 professionals based in New York, London, Hong Kong, Dublin, Glasgow, Bangalore and Mumbai. We are seeking a client facing Account Manager for our NYC and Purchase, NY office. Principal Duties •Managing approximately 1-5 client relationships •Cooperating with the Firm's offshore operations and clients to resolve daily trade and accounting breaks •Preparing/reviewing monthly account closing procedures and ensuring compliance with established accounting procedures and controls •Ensuring all fund expenses are accrued timely and in accordance with GAAP •Performing monthly master-feeder accounting allocations •Preparing/reviewing investor allocations •Preparing/reviewing accounting journal entries related to standard accruals, management and incentive fees (calculated in accordance with fund documents), deferred compensation payables, derivative contract financing and broker financing •Ensuring monthly valuations are reviewed and approved prior to distribution to clients and reviewed and approved by clients prior to distribution to investors •Reviewing key legal fund offering documents and identifying possible accounting or administrative implementation issues •Assisting client conversion teams with new client set up and accounting conversion implementation •Identifying and implementing solutions to problems (accounting, operations, investor service) •Leveraging firm resources as appropriate to strengthen control environment: Prepare/review position and cash reconciliations between clients and their custodians Coordinating year-end audit with client and independent auditors Preparing/reviewing draft annual financial statements Requirements •Bachelor's degree •Minimum 7 years prior experience in a client-facing and/or accounting related role •Extensive knowledge of hedge fund investor, accounting concepts including: •Offshore class/series accounting Partnership accounting Allocation of new issues Accounting for complex management and incentive fee terms (hurdle rates) Offshore fee deferrals Side-pocket accounting •Strong knowledge of US generally accepted accounting principles (GAAP) •Experience in GAAP financial statement preparation, including strong understanding of hedge fund structures (master-feeder, mini-master, fund-of-funds) •Strong team and interpersonal skills •Strong communication, accounting, industry and relationship management skills Skills Desired •CPA a plus but not required •Prior experience with a Hedge Fund preferred •Sarbanes-Oxley 404 related experience or experience in SSAE 16 preparation a plus •Tax knowledge and experience in tax return preparation a plus •Knowledge of IFRS a plus Expected base pay rates for the role will be between $105,000 and $170,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $105k-170k yearly 24d ago
  • Loan Quality Control Specialist

    Pathfinder Bank 3.6company rating

    Oswego, NY Job

    Summary/Objectives Responsible for implementing, testing and monitoring quality control processes and procedures both operational and compliance related for the Loan Department. Essential Functions Prepares and distributes the Daily Tracking Review Sheet which monitors internal SOX controls in relation to loan funding, loan boarding, and loan review timelines. Performs post-closing review on all Residential and Consumer loans booked to our core system for data accuracy and compliance. Analyze all executed documents for accuracy and completeness. Identifies and tracks errors during Quality Control reviews and follow up with loan officers or other team members to ensure that acceptable corrections are made to satisfy documentation and compliance requirements Performs all File Maintenance and Monetary Reviews for any transaction performed within the Loan Department for accuracy and completeness. Monitors and tracks any corrections and or missing items identified in review. Performs Fannie Mae Residential Prefunding Quality Control review on a monthly basis per the Fannie Mae Guidelines On a quarterly basis review the accuracy of our tax payments, insurance payments and force placed insurance payments. Requirements: Required Education, Experience and Qualifications A four year degree in Business Administration, Accounting, a related field or equivalent experience. Intermediate computer skills, including a proficiency in Microsoft Office Strong interpersonal and communication skills A proactive problem solver Ability to pay attention to detail and multitasking abilities Knowledge of Federal and State Banking Regulations Ability to work with minimum supervision and under time constraints Basic mathematical skills including good knowledge of loan related credit/debit transactions involving advances, interest calculations and fees required Compensation details: 18-20 Hourly Wage PIa48e8f12831e-29***********7
    $70k-99k yearly est. 5d ago
  • Executive Assistant & Special Projects Coordinator

    Venture Capital Firm 3.8company rating

    New York, NY Job

    Our client, a leading venture capital firm focused on investing in the most promising blockchain, crypto, and Web3 startups is seeking a highly organized and proactive Executive Assistant & Special Projects Coordinator to support our CEO. This role goes beyond traditional administrative duties-it requires a strategic thinker who can manage high-level projects, oversee operational initiatives, and serve as a key partner in the execution of the company's vision. The ideal candidate will have experience in both executive support and project management! Company: Venture Capital Firm Position: Executive Assistant & Special Projects Coordinator to the CEO Location: New York, NY 4:1 Hybrid Hours: 9-6 or so with some flexibility required depending on CEO's schedule Compensation: $150-250K DOE + Bonus + Benefits Degree: Preferred Key Responsibilities: Executive Support: Provide high-level administrative support to the CEO, including managing calendars, scheduling meetings, preparing reports, handling correspondence, and coordinating travel. Project Management: Lead and assist in special projects, ensuring timely execution and alignment with company goals. Research, analyze, and present data to support decision-making. Strategic Initiatives: Work closely with the CEO on operational priorities, investor relations, and business development opportunities. Assist in driving key company initiatives. Communication Liaison: Serve as a point of contact between the CEO and internal/external stakeholders, including investors, partners, and portfolio companies. Event & Meeting Coordination: Organize executive meetings, offsites, and industry events. Prepare agendas, take minutes, and follow up on action items. Confidentiality & Discretion: Handle sensitive information with the utmost professionalism and confidentiality. Process Optimization: Improve efficiency by implementing better administrative systems and operational workflows. Qualifications: 5+ years of experience as an Executive Assistant, Chief of Staff, or similar role, preferably in venture capital, startups, crypto, or finance. Strong project management skills with a track record of executing high-impact initiatives. Deep interest in crypto, blockchain, and Web3 (prior industry experience is a plus). Exceptional organizational skills and the ability to prioritize multiple tasks in a fast-paced environment. Excellent written and verbal communication skills. Proficiency in Google Workspace, Slack, Notion, and project management tools (e.g., Asana, Trello). High level of professionalism, discretion, and emotional intelligence.
    $76k-116k yearly est. 4d ago
  • Desktop Support Engineer

    Tata Consultancy Services 4.3company rating

    New York, NY Job

    Roles & Responsibilities: Hands on working experience of L2 End User Computing/Desktop Support. knowledge of Windows 7 & Windows 10/11 administration, Active Directory, Group Policies, Office/Microsoft 365. L1 Administration of Windows Server 2012 & 2016 Operating systems installation, maintenance, imaging & security patching Handling different types of printer related issues on day-to-day basis and installations of printers like Lexmark, Canon, HP, Zebra etc. Install, configure, test, maintain, monitor, and troubleshoot end-user and network hardware, peripheral devices, printing/scanning devices, presentation equipment, software, and other products in order to deliver required desktop service levels. Asset & inventory management Resolving issues for different applications like (Microsoft applications, Skype for Business, Citrix, Office 365 etc.) SLA Management, MIM, VIP User Support Vendor Management Ensure that incidents and requests are handled according to agreed procedures, policies and standards and enhance customer satisfaction by constantly elevating service delivery SLAs Prepare daily, weekly, fortnightly and monthly MIS reports pertaining to EUC domain. ITIL Foundation Certified and expertise in ITIL processes.
    $82k-102k yearly est. 22d ago
  • Portfolio Manager (Rates/RV hedge fund)

    Investment Management Firm 4.4company rating

    New York, NY Job

    Multi-billion dollar investment manager in NYC seeks Portfolio Manager with strong buyside experience focusing on Relative Value Rates trading. We are looking for a tracked PM with a statistically measurable alpha in their strategy (rather then purely macro and fundamentally driven one). Please send your information and inquire for more details and highly confidential consideration
    $186k-310k yearly est. 31d ago
  • Hedge Fund - Equity Analyst (Long/Short) - Healthcare Team (Global Therapeutics) ID24006

    J. Goldman & Co., L.P 4.1company rating

    New York, NY Job

    J. Goldman & Co., L.P. (“JGC”) is an independent investment manager founded in 1986 by Jay G. Goldman and has been in continuous operation for three decades. JGC's investment philosophy is based upon fundamental analysis, a comprehensive understanding of the capital markets and disciplined execution on investment ideas. JGC seeks to achieve attractive risk-adjusted returns in all market conditions with low correlation and low volatility. The firm employs a rigorous process to identify, evaluate and allocate capital to the best ideas of its investment professionals. JGC is a meritocracy where teamwork is demanded, talent is rewarded and absolute integrity is required. POSITION OVERVIEW Our Healthcare team is seeking an Analyst who will support the research efforts of one of our Healthcare Portfolio Managers. The ideal candidate will have robust professional experience building financial models for primarily commercial-stage therapeutics companies, collecting and analyzing data relating to the healthcare/pharmaceutical industry and a demonstrated passion for equity investing. The Analyst will report directly to the PM and will have the opportunity to learn the tools necessary to succeed as an investor in this space. The Analyst will also work closely with other investment professionals on the team and within the broader organization, upholding the firm's culture of collaboration across teams. The successful candidate can expect a great deal of responsibility, exposure and ownership from day-one and will play a key role in the investment process from start to finish. The successful Analyst will have the opportunity to take on as much responsibility as is desired and, with demonstrated strong performance, will have the opportunity for professional development and advancement within the firm. RESPONSIBILITIES: Conduct company and industry fundamental research to develop a deep understanding of key business and industry drivers. This includes, but is not limited to: monitor and summarize daily / weekly news, build and maintain infrastructure for tracking catalysts, drug launches and drug sales, prepare for and participate in sell-side / doctor events, conferences, calls, etc. Create, maintain, and update market/company financial models to drive investment decisions, including earnings previews and reviews for stocks under coverage. Stay apprised of emerging business trends and capital markets activity. Interact and maintain positive relationships with company management and other industry participants to grow a meaningful network of business contacts. Clearly and effectively communicate / articulate ideas to colleagues. QUALIFICATIONS & EXPERIENCE: A strong academic record from a competitive institution - Bachelor's Degree required. Minimum 1.5+ years of relevant professional experience - preference for investment banking, private equity, equity research or equivalent experience including direct experience in the Healthcare sector. Professional experience with accounting and financial modeling. Demonstrated passion for the equity markets, investing and analyzing companies. Python programming experience preferred. COMPETENCIES: To perform the job successfully, an individual should excel in the following areas: Research / Problem Solving- the individual displays strong technical, organizational and problem solving abilities. The individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully, asks intelligent questions and maintains confidentiality. Quality control- the individual consistently demonstrates accuracy, thoroughness, monitors work to ensure quality and possesses a strong attention to detail and a drive for results reflecting an ownership mentality. Dependability- the individual is consistently at work and on time, follows instructions, responds to management direction and solicits feedback to improve performance. Interpersonal skills- the individual maintains confidentiality, remains open to new ideas, effectively communicates and partners with others at the firm. The individual possesses the highest standards of integrity, honesty and mutual consideration. Planning/organizing- the individual possesses impressive organizational skills, prioritizes and plans work activities and uses time efficiently. Written communication- the individual demonstrates superior writing / drafting skills, presents information clearly and concisely and is able to read and interpret written information with ease. The Firm offers a total compensation package that includes a base salary and discretionary performance-related bonus, as well as a comprehensive benefits package. Consistent with New York City's Pay Transparency Law, the currently anticipated base salary range for this role is $150,000 to $200,000, which is specific to New York City and New York State. When crafting an offer of employment and total compensation package for candidates, the Firm may incorporate a variety of factors, including, but not limited to, an individual's experience level and qualifications. The Firm is an equal opportunity employer and considers qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran's status, sexual orientation, or any other protected factor.
    $150k-200k yearly 5d ago
  • Sales Development Representative / Marketing Specialist

    The Cypress Group 3.9company rating

    New York, NY Job

    Our client is a seed-funded AI/ML SaaS Software startup building an AI platform for major Telecom and IT corporations. They need a Sales Development / Marketing Specialist to drive outbound lead generation using targeted outreach and create marketing strategies to generate leads. Applicants must have 2-3 years of experience w/ CRM tools (ideally HubSpot) and other digital marketing tools. Bachelors degree preferred. Must have excellent communication and interpersonal skills and be energetic and driven and have experience working in a startup. Ideal candidates will have the experience and desire to work in a fast-paced startup environment. Healthcare (medical and dental) are provided and salary is ~$60K-$90K plus equity. Must be in office in NYC 4-5 days/week.
    $60k-90k yearly 30d ago
  • Entry Level Wealth Manager

    Northwestern Mutual 4.5company rating

    New York, NY Job

    Wealth Management Advisor When getting started on Wall Street it's important to join a firm that will give you the most opportunities for success. The Wealth Management Advisor program will get you started in a difficult yet lucrative career. We're going to sponsor and pay for your licenses (Series 6/7, 63/66), and teach you how to work with Business Owners, Families, and Individuals (No previous finance experience required). Think about a goal that you've accomplished; whether it was helping your team win a championship, paying off debt, or running your first 10K; the feeling of accomplishment is undeniable. Now think about how helping others reach their financial goals will feel both for you and your clients. Wealth Management Advisors with Northwestern Mutual help clients reach their financial goals, staying with them over time and evolving their plans as their needs change. And with more than half of Americans believing their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities. You'll partner with clients by creating personalized financial plans built on their unique needs and desires. And through our industry-leading solutions, you'll help them protect what they've worked so hard to achieve while also growing their assets for the future. A CAREER WITH ENDLESS OPPORTUNITIES. This is a commission-based career which includes stipends, training allowance and bonuses. Tri-Harbor hires you under a W-2 statutory employee contract with full benefits. Our contract allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial advisors are making on average $130,048 in years 1-4, and $627,247 on average 5+ years. What's the catch? The first years can be tough as you're learning the business. But the trade-off is that you get to define what success looks like. Desired Skills and Experience Bachelor's degree Required Preferred: Ivy League Undergrad | College Athletes | Entrepreneurs Relationship building, communication, sales, negotiation, or client-facing skills History of professional success: career changers, business owners, traders Additionally, Northwestern Mutual is committed to offering its Wealth Management Advisors a comprehensive compensation and benefits program as well as: Leadership Opportunities Access to one-on-one Mentorship Personal Assistant Sponsorship of Licensing/Credentialing Development Stipends Expense Allowance Comprehensive Medical Coverage (Dental and Vision included) Retirement Package; Pension Plan
    $130k yearly 30d ago
  • Branch Office Administrator

    Cetera Financial Group 4.8company rating

    Endicott, NY Job

    The Branch Administrator acts as an Office Coordinator to ensure smooth daily administration and operations support to a financial services branch office. This person will support the Branch Manager (BM) and Assistant Manager (AM) by creating a welcoming and supportive environment for existing and new financial professionals, clients, and branch associates. What you will do: Work alongside the Branch Manager to assist in the daily operation of the branch office in accordance with the branch's annual business plan and associated goals. Act as a liaison between Cetera's home office and the local branch office Responsible for supporting Branch Management with recruiting efforts to ensure contacts, follow-up and meeting activities exceed weekly office goal expectations while ensuring all notes are entered in tracking system (Sales Force). Support Branch Management with the Intern Program and potential Career Pathing Program by acting as a resource for participants for access to systems, office supplies, etc. Assist as a resource during the onboarding of new Financial Professionals and new Branch Associates to create a welcoming and informative experience. Partner with the Branch Manager in growth activities, which include but are not limited to coordinating client events, seminars, marketing campaigns, wholesaler presentations, etc. Maintain detailed notes in tracking system (SalesForce) related to coaching discussions held with Financial Professionals. Assist with adoption of Cetera Assets/Programs (RightBridge, Marketing Central, Pentameter, Leading Response, etc.) with New and Existing Financial Professionals and Sales Assistants. Create a welcoming environment for clients visiting with their Financial Professional in the Branch. Maintain Office Supplies to ensure smooth ongoing branch operations. Aid Branch Management in presentations and report needs. Mail and package delivery processing (incoming/outgoing). What you will have: 2 years in an administrative or customer service role High School Diploma or GED Strong time management skills Excellent written and verbal communication skills Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs, such as Sales Force Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment Professional and positive attitude, friendly demeanor both in-person and by telephone What is nice to have: Financial services background is preferred Associate's degree or 4 year degree preferred Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors and Managers Self-starter, productive, works well with a team and independently Trustworthy; uses discretion with confidential information Listens well to instruction and consistently retains details; takes direction well
    $37k-45k yearly est. 4d ago
  • Principal, MidCap Product Specialist

    Midcap Financial 3.3company rating

    New York, NY Job

    JOB TITLE: Principal, MidCap Product Specialist Reporting to: Steve Curwin, CEO of MidCap Financial and Akila Grewal, Partner, Global Head of Product Specialists, Apollo MidCap Financial and Apollo are seeking an experienced Credit Product Specialist with a strong understanding and focus on middle market specialty finance to join its expanding team of Institutional Product Specialists. Key responsibilities include: PRIMARY RESPONSIBILITES: Lead communication, engagement, and relationship building efforts with clients to drive AUM growth for MidCap Financial. Responsible for driving the scaling of key relationships to maximize fundraising outcomes across MidCap's product suite, including MidCap Sidecars and BDCs. This role may also include products from other Apollo lending platforms, where appropriate. Strive to increase client touchpoints and product ecosystem intimacy with clients to enhance MidCap's brand/strategy awareness. In partnership with sales and investment teams, serve as “PM surrogate” in front of investors, with holistic accountability for AUM growth. During fundraising periods, be on the road with and without investment professionals, utilizing fixed income product expertise to drive investors to fulsome diligence and closing. Partner with Product Management team to coordinate the appropriate coverage for a range of investor dialogues, capitalizing on cross‐selling opportunities. Provide feedback on portfolio‐ driven content crafted by product managers. Participate in relevant fund ICs to inform product knowledge and shape pitch. Provide idea generation and perspectives to ensure marketing materials (i.e., pitchbooks, white papers), reflect product perspectives, market intel, and client requirements. Possess a track record of leading dialogue with sophisticated institutional investors and positioning fixed income strategies in a compelling and differentiated manner. Participate in events and conferences to stay up to date on market trends and regulatory changes pertinent to the middle market specialty finance industry. PROFESSIONAL REQUIREMENTS & PERSONAL CHARACTERISTICS: 10+ years' experience Bachelor's degree with an excellent academic record Extensive client and/or investing experience required Significant amount of travel required, with an expectation of 80% client facing Understanding of alternatives as a product suite Driven, commercial, self‐starter with a strong work ethic and entrepreneurial predisposition Strong team player with excellent interpersonal skills Ability to work and communicate with a wide variety of internal and external constituents Strong writing skillset, strong analytical and quantitative skills Uncompromising integrity and professionalism Capacity to discreetly handle sensitive and confidential information
    $69k-121k yearly est. 32d ago
  • Financial Services Representative

    Barnum Financial Group 3.3company rating

    New York, NY Job

    About the job Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you'll develop the knowledge and skills needed to provide important financial guidance to people looking to protect and build their wealth. We provide a powerful combination of support including: our extensive training program, Advisor Pro. personal coaching from proven winners customized marketing support to help you acquire clients and build your brand access to a broad range of products to meet client needs tools to manage your practice and support the sales process Duties and responsibilities: Prospecting, networking and obtaining clients through various methods and strategies. Participate in our state of the art Advisor Pro Training program. Developing and maintaining long-term relationships with clients. Providing financial solutions for clients through fact gathering and needs analyses. Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates. Qualifications Strong interpersonal, organizational and communication skills. Self-starter who is goal oriented Team player with a hearty work ethic BA, BS, and/or Graduate Degree or equivalent work experience
    $46k-78k yearly est. 30d ago
  • Backend Software Engineer

    M Science 4.3company rating

    New York, NY Job

    Title: Software Engineer - Backend M Science is a data driven research and analytics firm, uncovering new insights for leading financial institutions and corporations. M Science is revolutionizing research, discovering new data sets, and pioneering methodologies to provide actionable intelligence. Our research teams have decades of experience working with massive amounts of unstructured data in near real-time to discern critical insights that help clients make smarter, more informed decisions. We combine the best of finance, data, and technology to create a truly unique value proposition for both financial services firms and major corporations. Job Overview: We are seeking a highly skilled Backend Engineer to join our team and play a crucial role in designing, developing, and maintaining scalable and high-performance APIs and microservices. In this role, you will work closely with cross-functional teams to build robust backend systems that power our applications. You will focus on creating well-architected, maintainable, and secure backend services, enabling seamless data flow, business logic execution, and integrations with external services. Responsibilities: Design and develop RESTful APIs and microservices using C#/.NET and Python to support business applications Architect scalable, secure, and maintainable backend services that integrate with databases, cloud platforms (AWS), and third-party APIs Optimize performance and scalability by implementing caching, load balancing, and efficient database queries Implement authentication and authorization mechanisms (OAuth2, JWT, API Keys, etc.) to ensure secure access to services Develop and maintain databases (SQL & NoSQL - PostgreSQL/DynamoDB) and ensure efficient data modeling, indexing, and query optimization Enhance CICD pipelines to automate builds, testing, and deployments to cloud environments. Monitor and troubleshoot production issues, ensuring high availability and resilience in backend services Implement logging, monitoring, and altering mechanisms to track API performance and identify issues proactively Stay updated on best practices in backend development, security, and cloud-native solutions Contribute to technical documentation Participate in project planning and technical road mapping Mentor junior members of the team and within the company Collaborate with a team of remote developers effectively (pair programming) Qualifications: 4+ years experience in backend development with a focus on APIs and microservices Strong proficiency in C#/.NET Core and Python Experience with microservices architecture, including API gateway and service discovery Knowledge of SQL (PostgreSQL, MySQL, SQL Server) and NoSQL (DynamoDB, MongoDB, Redis) Expertise in RESTful API development, OpenAPI/Swagger documentation, and API versioning Familiarity with containerization (Docker, Kubernetes) for deploying scalable services Experience with cloud platforms (AWS, Azure, GCP) for hosting and managing backend services Proficiency in message queues and event-driven architectures Understanding of DevOps principles, including CI/CD pipelines, GitHub, and Infrastructure-as-code (Terraform) Strong understanding of security best practices, including encryption, authentication, and authorization Primary Location: New York, NY Salary Range: $115,000-150,000 USD/Annual The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, M Science offers, for eligible employees, an annual discretionary incentive bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, disability insurance; and wellness programs. M Science also offers paid time off packages that include planned time off (vacation), unplanned time off (sick leave), paid holidays and paid parental leave.
    $115k-150k yearly 26d ago
  • Global Corporate & Investment Banking 1Yr. Internship

    BBVA 4.8company rating

    New York, NY Job

    Summary of Responsibilities: A Corporate Banking Team Intern is a member of a client-facing team within BBVA's Corporate and Investment Bank. The Interns primary responsibility is to support Corporate Banking Clients USA Relationship Managers in developing, marketing, and delivering the bank's wide range of banking products and services to corporate clients within a defined set of core industries. The Intern will coordinate closely with Relationship Managers in the United States, Europe and Latin America, and Product groups to manage all aspects of transactions, including proposal preparation and liaising with risk and Portfolio Management, Legal, Operations and Finance teams. Major/Essential Job Duties: Marketing and Deal Execution Identify and understand client needs, promptly responding to all client requests Coordinate transaction closings, including management of all documentation and follow-up Prepare for client meetings, including presentation materials, background information and call plans Research and evaluate potential new client relationships Risk/reward Analysis and Decisions Prepare transaction summaries and Risk-Adjusted-Return analysis for presentation to Credit Committee, including financial metrics such as pro-forma financial statements and cash flow projections, risk and mitigants, SWOT analysis, etc Analyze global relationships, gathering credit facility and revenue data from BBVA subsidiaries, especially those in Latin America Participate in Credit Committees jointly with Relationship Managers Internal Coordination and Problem Solving Conduct joint planning sessions with Product teams including Debt Capital Markets, Bank Syndications, Corporate Lending, Foreign Exchange, Cash management, etc Coordinate internal procedures with the Credit, Operational and Legal departments Resolve any financial, administrative and operational issues by working closely with Operations, Middle Office and Business Development Information Management and Reporting Perform research and summarize opinions of major equity analysts on products, industries, countries, and economic forecasts Ensure integrity of domestic/global profitability information gathering for internal team reporting Maintain the Customer Relationship Management system for pipeline and profitability reporting Level of Complexity and Risk Involved: The Intern position requires a high level of involvement and responsibility. Interns are responsible for substantial amount of in-depth analysis and research For each client in the portfolio, the Intern plays a relevant role in identifying business opportunities that are in line with the capabilities and product and service offerings of the bank. Scope of Duties : Interns play a critical and indispensable role as members of the Corporate Banking team. Interns support Global relationship managers in all day to day operations from client and industry analysis to working on live transactions and deal execution. Interns are also expected and encouraged to interact daily with product partners to enhance internal communication and accomplish deliverables Additional expectations within the scope of the Intern role: Ability to meet deadlines and prepare client presentations on time and with minimum errors (high attention to detail) Successful interaction with the various product groups and colleagues Effective communication skills Develop solid knowledge of corporate banking products and services Strong work ethic and high degree of proactiveness Skills, knowledge, and abilities/Competencies: Technical Skills : Bachelor's degree Strong analytical and financial modeling skills Advanced computer skills, particularly in Excel and PowerPoint; Reuters and Bloomberg a plus Understanding of international economics and markets Credit Training a plus Performance Skills: Excellent communication skills; ability to coordinate with people across different departments and regions (Product Specialists, Credit team, Corporate Banking, and local relationship managers) Ability to work under pressure Strong attention to detail Strong interpersonal and teamwork skills Management Responsibilities: Interns work within an analyst pool and report to various senior bankers. Each Intern is responsible for a set number of client accounts within a given industry sector(s). Interns are expected to learn the dynamics of the industries they cover and to take ownership of their accounts and might have substantial responsibility in identifying and following on opportunities with their portfolio of clients. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary is $90,000.00. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions.
    $90k yearly 22d ago
  • Branch Collections Specialist

    Onemain Financial 3.9company rating

    Schenectady, NY Job

    At OneMain, the Branch Collections Specialist contacts customers to help them succeed in resolving their financial obligations by arranging for repayment or settlement of account balances. Branch Collections Specialists focus on our existing customers who have long-term relationships with OneMain. In the role Responsible for high volume collectionsactivities to achieve delinquency goals for an assigned branch Work with customers in a consultative manner, negotiating (including renewing the loan) to resolve account matters Commitment to excellent customer service with the ability to prioritize and manage multiple responsibilities Ability to overcome objections and utilize strong negotiation skills to resolve customer delinquencies REQUIREMENTS: HS Diploma/GED Preferred: Collections or Customer Service experience Bilingual Location: On Site Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) Target base salary range is $18.00-$22.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance. OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, weve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, were committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. Theres never been a better time to shine with OneMain. Key Word tags Collections, Delinquency, Sales, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Finance, Full-time, Career, Benefits, Customer Experience, Financial Representative, Credit By applying, you consent to your information being transmitted by snagajob to the Employer, as data controller, through the Employers data processor SonicJobs. See OneMain Financial Privacy Policy at ************************************** and SonicJobs Privacy Policy at ******************************************* and Terms of Use at *********************************************
    $18-22 hourly 43d ago
  • Head of Credit (Commercial Bank)

    Social Capital Resources 3.8company rating

    New York, NY Job

    Commercial Bank in Midtown, Manhattan is seeking a Head of Credit & Risk! Responsibilities: Responsible for managing the risk associated with a bank or lending institution's loan portfolio. Overseeing the design, execution, and communication of credit risk management policy, including the approval process, administration, and portfolio analysis Ensuring the quality and profitability of the loan portfolio Ensuring compliance with all applicable state and federal banking regulations Establishing and developing credit, collection, and fraud policies and objectives Overseeing loan procedures and the loan approval process Developing risk management and scorecard analytics Ensuring all internal documentation is in compliance with government regulations Acting as the principal spokesperson for the lending function Qualifications: Bachelor's Degree Prior experience in a senior level credit position within commercial or community banking is highly preferred Must be fluent in Mandarin or Cantonese
    $110k-175k yearly est. 5d ago
  • SAP basis Developer

    Tata Consultancy Services 4.3company rating

    New York, NY Job

    Install, configure, and maintain SAP systems (ECC, S/4HANA, BW, SolMan, etc.). Perform system monitoring, troubleshooting, and performance tuning. Manage user access, roles, and authorizations. Handle SAP transport management and backup/recovery processes. Support system upgrades, patches, and migrations. Collaborate with functional and development teams to resolve system issues. Proficiency in SAP BASIS, S/4HANA, and SAP Business Technology Platform (BTP) is essential. Knowledge of SAP ECC, NetWeaver, HANA Database, and Cloud Integration is a plus. Strong analytical and problem-solving skills to troubleshoot and resolve technical issues. Ability to work effectively with cross-functional teams, business users, and technical stakeholders. Excellent verbal and written communication skills for documentation and stakeholder engagement. Plan and implement SAP S/4 upgrades (kernel, SPS, EHP, patches) and new implementations as required.
    $72k-99k yearly est. 19d ago

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HUNT Mortgage may also be known as or be related to Devere Mortgage Corporation, HUNT Mortgage and Hunt Mortgage.