4 wave planner jobs found

Auditors conduct open- and closed-file reviews of clients' records in order to identify claims with recovery potential. Pertinent information from identified claims is electronically recorded by Auditors for data entry. Auditors conduct reviews in office and on-site at clients' locations. This position works under the direct supervision of the Intake Manager. Four-year degree from an accredited institution is preferred, but not required. Strong analytical skills. Attention to detail. Ability to perform work with little or no supervision. Ability to communicate clearly, with proper grammar, both verbally and in writing. Proficient use of MS Office applications and PDF documents. Must have the ability to deal with demanding customers in a tactful, professional manner. Has regular predictable attendance. Maintains confidential information. Able to travel for occasional one - two-week periods. Willing to work the necessary hours to complete projects. #LI-EC1 Completes...

As a Financial Analyst, you will be responsible for analyzing and executing the day-to-day investment and wholesale funding portfolio activities, execute the annual budget process, provide analysis to management and coordinate both deposit and loan pricing committees. This position is responsible for researching and reporting financial data, analyze past financial performance to predict future performance and to advise the company on its financial strategy. Prepares analysis of current or proposed operations and provides timely and concise recommendations to improve results and performance. Direct Reports: None HOW YOU WILL MAKE AN IMPACT   25%            Analyze and interpret the liquidity of the Credit Union, identifying liquidity gaps and potential areas of risk. Optimize daily cash management, driving earnings. Update and maintain the Asset Liability Management modeling software. Analyze financial data and provide forecasting support by identifying trends and...

WHAT YOU WILL DO EVERYDAY As a Commercial Support Specialist II, you will be responsible for providing administrative support to Credit Union Members and to Business and AgriBusiness Lenders. Accountable for all post-closing activities, to include working with internal and external members via phone, chat, and in-person to resolve any loan related issues, processing documentation, and loan maintenance as required. Provide ongoing sales support to Lenders which includes identifying sales and cross sell opportunities, coordinating materials for presentations, setting up sales calls as needed, maintaining prospect lists, and making joint calls as required. Originates, processes, and ensures accuracy of loan documentation for closings. This includes entering financial information into the loan system and ensuring that all necessary documentation is included in the loan package prior to closing. Communicate, report, and follow up on portfolio past dues to ensure they remain current,...

WHAT YOU WILL DO EVERYDAY As a Senior Financial Analyst, you will be responsible for providing in-depth data driven financial analysis and long-range forecasting and planning of the Credit Union. Responsible for supporting the Finance Manager with deriving meaningful insights from historical performance data to drive effective decision making. Provide highly specialized financial consulting, conducts product pricing analysis and recommendations, and identifies key performance metrics and success factors. Accountable for reviewing, analyzing, and recommending the day-to-day investment and wholesale funding portfolio activities, execute the annual budget process, provide analysis to executive management, and lead both deposit and loan pricing committees. Provide analysis and recommendations that drive margin and profitability. This position is responsible for ensuring compliance with pertinent Credit Union policies.   Direct Reports: None   HOW YOU WILL MAKE...