Job Search Results for Finance

The CRE Loan Specialist position is a specialized position responsible for reviewing and understanding the Commercial Real Estate Loan approval/request, providing thorough, objective analysis of the... More Loan closing, construction documentation and funding requirements in the RE loan documents, and all supporting documentation required for closing, and confirming that the loan documents provide that the loan is being closed as required by the approval. The closing process may include an objective analysis of the construction documentation and knowledge of the construction/draw process. This position is expected to lead the RE loan closing, construction monitoring and review process, including funding requests, invoices, AIA requests from the General Contractor, completion requirements as required by the loan documents and other supporting documents and final completion documents. This position ensures collateral remains perfected, legal documentation supports credit approval, and all risk controls have been met in order to proceed with closing and ultimately funding the construction as requested by the Borrower. Loan products include construction loans, term loans, revolving lines of credit and other commercial debt.Essential Duties And ResponsibilitiesReview Loan Approval for all deal terms and requirements and confirm that all terms, requirements, and Borrower information is consistent with term sheet, commitment letter (if applicable), and Loan Closing Documents. Verify customized Loan Closing Documents are complete and accurate according to policies and procedures, and provide comments regarding the documents to bank counsel and the Line of Business as needed. Work with bank counsel and Line of Business to review the attorney prepared Loan Closing Checklist and the documents received. Request and review bids from 3rd. party Construction Consultant(s) when required. Review and approve required project construction documents, and forward to 3rd. party consultant as required by policy and/or procedures. Interface with Lenders, Borrowers, Attorneys, Title Companies, General Contractors, Consultants, and Agents to ensure proper documentation is received for Loan Closings and Draw Requests. Verify Payment Instructions provided by Title Company, Agent and/or Borrower. Maintain and update project Budget(s) as approved at closing, track changes and ensure funds are sufficient to complete the project. Approve loan Budget changes within established limits or refer loan to RM or Credit Officer for further approval/override as provided by Policy. Review and approve Draw Requests and supporting documents as submitted by Borrower and provide documentation to Loan Operations to disburse loan funds within the established SLA. Manage the disbursement and payment process to and from bank participants, junior lenders and agents. Provide Primary support and partnership to Relationship Managers (RM) and Portfolio Managers (PM) to ensure construction maintains strong quality, while facilitating risk control measures for the Bank. Works closely with senior management, RMs, PMs, Credit Risk, Compliance and Internal Audit partners to ensure that the credit remains in compliance with Bank and regulatory policies. Provide documentation to Loan Operations to book, maintain and update the loan tracking system with Borrower and Loan information. Manage loan document exceptions.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

A client of Insight Global is seeking 2 Acquisition Analysts to sit in Washington DC. As an Acquisition Analyst, you?ll bring your analytical, strategic, tactical, and technical expertise to work on... More projects for high visibility mission sets critical to national security. You?ll analyze, assess, plan, and support enterprise communication infrastructure and network services acquisitions. You?ll be a trusted advisor to our clients, and we?ll look to you for your comprehensive knowledge of contracting principles and acquisition planning to the overall management of the acquisition process. You'll guide the work we do for our mission partner and the solutions we deliver for reliable communications vital to national security. Salary Ranges from $130,000-$165,000 annually.Exact compensation may vary based on several factors, including skills, experience, and education.Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

The Sr Manager, Card Services provides strategic leadership and full operational accountability for the institution's debit, credit, and prepaid card programs. This role oversees end to end card... More operations, risk management, compliance, vendor performance, and team leadership while ensuring a secure, compliant, and high quality customer experience across all card services.Responsibilities Include:- Provide end to end operational leadership for debit, credit, and prepaid card programs, overseeing issuance, processing, disputes, fraud operations, and full card lifecycle management to ensure stable, scalable, and compliant operations.- Own card risk management and compliance governance, partnering with Risk, Fraud, Legal, and Compliance teams to ensure adherence to federal and state regulations, network rules, processor requirements, and internal control standards.- Set strategic direction and drive continuous improvement by establishing policies, procedures, operating rhythms, and performance metrics that enhance efficiency, control integrity, and readiness for growth.- Lead vendor, processor, and network relationships, holding partners accountable to contractual terms, SLAs, and regulatory obligations while managing third party risk and service quality.- Serve as executive level subject matter expert for card systems, platforms, and products, providing guidance on card initiatives, enhancements, issue resolution, and domestic and international programs.- Build and develop a high performing card services organization, leading a geographically distributed team, overseeing talent development and succession planning, and ensuring a strong customer experience through clear standards and accountability.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Day-to-Day:? Oversee the month-end closing process for both NHP and Meridian companies.? Serve as the primary lead during audits.? Ensure timely publication of financial statements, adhering to a... More 10-day close schedule with a final review and release on the 12th of each month.? Review and verify the accuracy of financial data across 20 to 30 different programs.? Prepare and submit monthly and quarterly reports for state grants.? Review monthly accounting entries related to grants and invoices.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Maintains collateral files and mortgage loan documents in support of the Wealth Management & Investment Services business line. Receives and prepares incoming materials for input into inventory,... More including receiving and shipping files/packages between various locations and verifying the quantity and condition of materials. Maintains orderly and accurate record of all files and related documents in Terminal Digit order. Locates requested documents and files to meet a deadline and accommodates rushed and established Service Level Agreements (SLAs). Performs manual movement of file folders of varying volumes while maintaining organization. Maintains and completes inventories as needed, resolving discrepancies in a timely manner. Research file or document activity as needed. Makes new labels for files and attaches to files or matches new file folders with labels to files. Re-files all documents in a timely manner, including inserting loose documents into corresponding files already shelved. Processes loan documents that are coming in or out for an acquisition or sale. This role will primarily be focused on a major shifting project that involves manually moving documents into new areas of their vault repetitively. This role is paying $17/hr.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

The Escrow - Customer Service Manager will be responsible for managing the following functions within the mortgage services department for residential first mortgage loans; payment and monitoring of... More all real estate taxes, flood, hazard, and private mortgage Insurance, escrow analysis, loan payoff process, customer service and, the file room.Responsibilities Include But Are Not Limited To:- Manage the daily operations of the Escrow, Tax, Insurance, Customer Service, Loan Payoff functions and, the security and organization of the file room and staff including the delivery and coordination of files to various departments and buildings of the bank.- Review and approve in detail reports along with a variety of custom reports daily/weekly and monthly to ensure the workflow is accurate, timely and in compliance with all regulatory requirements.- Create special reports for senior management upon request.- Communicate with Vendors to ensure the accurate and timely flow of data on a continuous basis.Liaison with internal and external auditors on a continuous basis. - Oversee, train, and develop subordinates. Completes performance evaluations, job descriptions and administers disciplinary action as needed. Provide direct assistance to staff members as they identify, analyze, and resolve complex issues. - Maintain full compliance with all Regulatory requirements and the Bank's Policy and Procedures. Ensure that staff is advised of any changes to remain compliant.- Continually review and develop policies and procedures to minimize expenses and maximize productivity within the department.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

FAWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action... More employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Seeking a highly experienced Wealth Account Opening professional to join the Private Banking Operations team. This person will initially come in as a contractor with the long-term intention of... More becoming a full-time leader and potential successor to an existing manager.Key Responsibilities? Manage and support the end-to-end onboarding and account opening process for Wealth Management and Private Banking clients.? Serve as a subject matter expert on: ? Trust accounts? Investment accounts? Asset transfers? Funding processes? Contra firm transfers? New account onboarding? Work closely alongside the current manager to gain knowledge and eventually serve as a potential successor.? Drive operational efficiency and improve client experience.? Support teams through periods of high account volume and changing business priorities.Help navigate and support upcoming technology initiatives, including implementation of Appian workflow automation.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Position OverviewBCG Platinion is seeking a highly experienced Dayforce Time & Payroll Expert to support a strategic workforce management and payroll initiative for the United States Postal Service... More (USPS). This individual will serve as a senior subject matter expert, providing deep functional and technical expertise across Dayforce Time, Payroll, and workforce management processes.The ideal candidate will be a seasoned practitioner capable of engaging with executive stakeholders while also driving detailed solution design, process improvements, and system optimization efforts. This role requires a hands-on expert who can assess current-state processes, recommend best practices, and support transformation initiatives in a complex enterprise environment.Key Responsibilities?Serve as the lead Dayforce Time & Payroll Subject Matter Expert (SME) for a large-scale workforce management engagement.?Advise senior business and executive stakeholders on payroll, timekeeping, compliance, and workforce management best practices.?Assess current-state payroll and time management processes and identify opportunities for improvement and standardization.?Provide strategic recommendations regarding Dayforce capabilities, configuration, and operational optimization.?Support requirements gathering, workshop facilitation, stakeholder interviews, and solution design sessions.?Partner with business, HR, payroll, and technology teams to align system capabilities with organizational objectives.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Maintains collateral files and mortgage loan documents in support of the Wealth Management & Investment Services business line. Receives and prepares incoming materials for input into inventory,... More including receiving and shipping files/packages between various locations and verifying the quantity and condition of materials. Maintains orderly and accurate record of all files and related documents in Terminal Digit order. Locates requested documents and files to meet a deadline and accommodates rushed and established Service Level Agreements (SLAs). Performs manual movement of file folders of varying volumes while maintaining organization. Maintains and completes inventories as needed, resolving discrepancies in a timely manner. Research file or document activity as needed. Makes new labels for files and attaches to files or matches new file folders with labels to files. Re-files all documents in a timely manner, including inserting loose documents into corresponding files already shelved. Processes loan documents that are coming in or out for an acquisition or sale. This role will primarily be focused on a major shifting project that involves manually moving documents into new areas of their vault repetitively. This role is paying $17/hr.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less