Collecting information
Organizing data
The Treasury Management Executive manages and pursues treasury management fee income, deposit growth and product penetration across an assigned portfolio of existing clients.. Manage and actively cross-sell into an existing portfolio of Treasury Management clients to drive treasury and card fee income, deposit growth and product penetration.. Schedule, prepare, attend and manage follow-up from annual Treasury Management client reviews.. Gather data, processing instructions, documentation and other information required to facilitate new client Treasury Management implementations.. 4-6 years Treasury Management and/or payment technology sales, with a demonstrated track record of achieving and surpassing quotaCTP certification preferredRequires strong knowledge of Microsoft Office.
Position : Commercial Lending Assistant. Inceed has partnered with a great company to help find a skilled Commercial Lending Assistant to join their team!. A Commercial Lending Assistant supports commercial lending staff by performing administrative and customer service tasks, assisting with loan applications, preparing documentation, and ensuring accurate loan processing and compliance.. 2+ years in commercial lending assistant experience. If you are interested in learning more about the Commercial Lending Assistant opportunity, please submit your resume for consideration.
Senior Audit Associate. We are seeking a detail-oriented and experienced Senior Audit Associate to join our dynamic audit team.. Minimum of 3 years of audit experience in a public accounting firm or corporate environment.. For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities.
The core responsibility of the Center Director for Business Expansion and Commerce Engagement is to represent the interests of the Oklahoma SBDC within the state's economic development ecosystem and seek out opportunities for the Oklahoma SBDC to provide more services to companies exploring options of growth, expansion, or relocation in Oklahoma.. The Center Director for Business Expansion and Commerce Engagement will report to the State Director.. · Works with the Assistant State Director, Training Coordinator and State Director in outreach of consultation and training for small communities across the state and determines the most effective use of resources.. · Attends meetings, hearings, discussions, or other gatherings taking place within state government, as requested by the state director when it is appropriate for the Oklahoma SBDC to be present or represented and updates the Oklahoma SBDC leadership team following events. This may include public speaking to groups regarding the Oklahoma SBDC and its services.
KPMG is currently seeking a Solution Relationship Director to join the KPMG's Indirect Tax Services Team.. Secure new accounts by selling our indirect tax compliance services, automation solutions, third-party tax engine implementation services, and consulting and managed services; identify potential clients, understanding their indirect tax needs, and presenting tailored solutions that meet their requirements. Contribute to the strategic planning of the indirect tax practice, providing insights from the field to shape our service offerings and go-to-market strategies; collaborate effectively with other practices within the firm as well as existing client service teams; ensure that the solutions we offer are integrated, comprehensive, and meet the evolving needs of our clients. Create and maintain strong sales pipelines and forecasts associated to substantiated opportunities and close sales and finalize agreements with customers; build market awareness of KPMG for indirect tax. Demonstrated superior ability to develop and lead relationship building activities with C-Level executives, including Chief Executive Officer (CEO), Chief Financial Officer (CFO), Chief Operating Officer (COO), Chief Information Officer (CIO), Business Executives, and General Auditor;
Our client, a dynamic national law firm on a mission to provide greater access to quality legal representation and evolve how people think about and receive legal services, has exclusively retained Solutus Legal Search to assist the firm in its search for a Legal Director.. Reporting to the firm’s Principal Attorney, the Legal Director will be responsible for managing the day-to-day operations of the firm, including, without limitation, working closely with and leading a team of Managing Attorneys in the firm’s offices, budgeting and finance, and developing and managing systems and related initiatives to enable the firm’s attorneys to deliver best in class legal services across the states in which the firm represents clients.. 10+ years of experience with experience in each of the following: litigation, law firm operations, and legal operations. Experience working inside a high-growth software or tech company, preferably in legal or strategic operations. Strategic legal expertise and leadership: Deep experience building and leading legal operations strategy and teams, including leading strategic cross-functional initiatives aligned to a strategic vision set of business goals to maximize performance of the firm
As an Assistant Branch Manager (ABM) within Schwab’s Branch Network, you have the unique opportunity to center your work around development and growth – for your clients, your team, and yourself.. As an ABM, you are on a direct path to become a Branch Manager, a critical leader role within our Investor Services organization, which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs.. A valid and active Series 66 (63/65) license required (may be obtained within a 90 day condition of employment). A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment). Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement.
Leverages significant Payment Integrity and CCR expertise to support key stakeholders and partners.. Responsible for supporting key stakeholders where Payment Integrity and CCR expertise is required (examples include ASO and IPP Host billing, provider inquiries into payment integrity interventions applied to their claims, and Legal inquiries). Bachelor's degree and 10 years of experience managing multifunctional clinical coding, payment integrity or related teams. Parental leave and support plus adoption and surrogacy assistance. Account Management, Budgeting, Business Analysis, Cost Controls, Finance Strategy, Financial Analysis, Financial Modeling, Financial Performance Improvement, Financial Reporting and Analysis, Operational Process Improvements, Operations Management, Payment Integrity, Process Improvements, Process Optimization, Regulatory Compliance, Risk Management, Strategic Planning
As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of your business remotely.. Present Fisher Investments wealth management solutions to high-net-worth prospects.. Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management. FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred. Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This position will provide ongoing support to banking centers by fielding phone and email inquiries regarding various approval requests.. The successful candidate will work directly with all Personal Banking personnel to assist with various approval requests, providing excellent and efficient customer service.. The successful candidate will be required to evaluate risk with each approval request to make a quality decision to support the banking center and customer while mitigating risk to the bank.. This position will work closely with various departments such as Personal Banking Administration, Policy & Procedure, and the Personal Banking Governance Manager to ensure processes related to in person and remote approvals are effective.. Hours of the position(s) will be scheduled between 9am to 8pm to support outside markets.
This position reports to the AVP, Quality and Risk Management (QRM) within the Cybersecurity Engineering & Assurance organization and is a strategic role within the company.. About the Quality and Risk Management (QRM) Team. The QRM team is responsible for establishing and maintaining the overarching Quality Management System (QMS) at Cornerstone.. As the Senior Validation Engineer, you will oversee the IV&V (Independent Verification & Validation) lifecycle for Cornerstone's validated SaaS Learning Management System (LMS), which is deployed to customers in heavily regulated industries.. Effectively communicate program status, risks, and outcomes to AVP, QRM.
Note: Adjunct positions at UCO are part-time teaching positions.. Adjunct Faculty provides a quality learning experience for students on a semester basis.. Adjunct faculty reports to a dean or chair and performs instruction-related duties and responsibilities in a timely manner and in accordance with the mission, policies and procedures of the college.. The relationship of the adjunct faculty member to the student is one of teacher and facilitator of learning.. A Juris Doctorate degree in teaching field as listed above is required for Legal Studies courses.
LHH Recruitment Solutions is partnering with a manufacturing client in the south Oklahoma City, OK area to fill an Assistant Controller position.. Develop and manage cost accounting systems, including standard costing and variance analysis.. Ensure compliance with regulatory requirements and internal controls.. Bachelor’s degree in Accounting, Finance, or related field; CMA preferred.. Strong analytical skills with proficiency in cost accounting software and ERP systems.
Who we are:We are on a mission to become a leading supplier of critical materials that enable the green energy and technology revolution.. Our materials and technologies are required for the electric vehicle, green energy, consumer electronics, and defense industries, and our battery grade lithium and tech metals are needed for chipsets, semiconductors, and 5G. We have a substantial interest in the Round Top, Heavy Rare Earth, Lithium and Critical Minerals deposit in West Texas.. By developing this fully integrated, US-based “mine-to-magnet” critical mineral supply chain, we are poised to become the leading domestic supplier to these industries.. Assist with debt and equity financings, including financial models and investor presentationsM&A activities, including valuation, due diligence and financial integration analysis.. Qualifications:Bachelor's degree in Finance, Accounting, Economics, or a related field (Master's or MBA preferred).
Take the next step in your career journey. This is a remote, project-based role for finance professionals with 1–3 years of work experience.. You will complete tasks similar to those performed in investment banking, private equity, corporate development, or hedge funds.. Work is over the next 2-3 weeks, asynchronous, and assigned on a project-by-project basis, with an expected commitment of 10–20 hours per week for the projects you accept.. This position offers highly competitive pay, exposure to real-world financial analysis, and an excellent opportunity to boost your resume.
Potential to earn over $760 paid weekly $18 per Hour. Vendor Compliance Auditor. This role is responsible for auditing the quality of incoming loads, ensuring compliance with established standards, and identifying any deviations.. Capstone Logistics, LLC is part of The Transportation and Logistics industry which has been designated a "Critical Infrastructure Segment".. As a "critical infrastructure industry" worker in the Transportation and Logistics industry, associates are considered exempt from local restrictions such as curfews, shelter-in-place orders, and other mobility restrictions when reporting to, returning from, or performing his or her work functions.
Job Overview: The Consumer Banking Sales Officer is responsible for developing outside business by making outbound sales call, consistent involvement in the community and promoting Fidelity Bank l Oklahoma Fidelity Bank products and projects.. Spending 40% of their time on outbound sales activities, 30% on building partnerships within assigned branches, and 30% on portfolio management and administrative duties as assigned; including processing all real estate based consumer loans (both through referrals and individually sourced deals).. Identifying training needs, monitoring reports to ensure production goals are achieved, and working with the branch team to ensure consumer loan product awareness.. Maintaining effective portfolio management and consistently hitting performance targets for deposits, consumer loans, and referrals to other lines of business.. Implementation of the marketing of deposit and consumer loan products in order to accomplish sales objectives and achieving loan goals across the Kansas and Oklahoma markets (as assigned).