REMOTE ASSISTANT - Previacareplus

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• Old John's Luncheonette

  

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• Amun Capital

  

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• Charles Schwab

  

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  Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

• FM

  

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• Santander Holdings USA Inc

  

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  5 days ago

  NEW YORK

  Underwriting & Portfolio Management Associate Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Associate, Underwriting & Portfolio Management manages a portfolio of loan relationships, and routinely monitors them for risks inherent in a loan portfolio. The incumbent provides support to the manager of the department on continuous improvement initiatives and take the lead on projects that support loan growth and efficiency objectives within lines of business. The Associate, Underwriting & Portfolio Management helps deliver an industry-leading experience for both internal and external customers and acts as a subject matter expert. Responsibilities • Provide financial analysis on large corporate clients with a focus on credit., • Underwrite credits, spread financials, perform projections unsupervised with deep understanding of the client, • Participates in deal diligence process including identifying all key risks., • Reviews relevant deal documents / information provided in data room, by Company / Sponsor, and third party reports., • Oversees internal approval process including ensuring accurate and timely completion of internal approval write-ups and leading deal merit discussion on internal approval calls. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • At least 3+ years of experience in credit underwriting with solid experience in spreading financials under GAAP and IFRS accounting, understanding the concepts of EBITDA add-backs and ability to perform projections unsupervised with deep understanding of the client., • Experience with financial analysis of large corporate clients with a focus on credit ., • Bachelor's Degree or equivalent work experience: Finance, Accounting, Management, Economics or equivalent field. - Required., • 3+ Years Financial analysis, structuring, underwriting and portfolio management. - Required., • 3+ Years Experience with underwriting loan transactions - Required., • Superior written and verbal communication skills., • Strong analytical skills and proficiency navigating and understanding financial statements., • Ability to work in a fast paced environment with little supervision., • Ability to work well with others and on teams., • Proficient in Microsoft Office, including Word, Excel and PowerPoint., • Skilled in proposing and negotiating and recommending credit and covenant structures., • Comfortable in customer contact situations including escalations and potential work-out/loan restructure environments., • Ability to foster strong partnerships with the related documentation and underwriting units., • Demonstrated practical and conceptual knowledge of credit and risk analysis., • Demonstrated knowledge in financial modeling and able to structure credit in modeling environment. Able to assist RM's on how to structure the credit relationship., • Exhibits competency at independently reaching conclusions and forms clear view of credit structure and business risk to organization., • Solid understanding of industry nuances applicable to the credits contained within the group's portfolio., • Solid knowledge of loan and related legal documents., • Strong communication skills, and ability to influence others by persuasively presenting thoughts and ideas to gain commitment and agreement for proposed ideas and solutions., • Must demonstrate strong judgment and sound credit skills., • Knowledge of Federal banking regulations. Certifications: • Other: Completion of bank-certified course in Credit Training - Preferred. It Would Be Nice For You To Have: • Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education., • Experience in Microsoft Office products. This is an in-office position in mid-town NYC What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Minimum: $78,750.00 USD Maximum: $122,500.00 USD Link to Santander Benefits: Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ___ to discuss your needs. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Banco Santander S.A.

• Santander Holdings USA Inc

  

  Underwriting & Portfolio Management Analyst

  5 days ago

  NEW YORK

  Underwriting & Portfolio Management Analyst Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The main function of the Sr. Specialist, Underwriting & Portfolio Management is to assist the Underwriter(s) in analyzing, processing and packaging commercial loans. • Collects, packages, reviews and reconciles loan application documents including financial/credit exhibits under various underwriting programs., • Orders and performs the preliminary review of all third party reports (appraisal, inspection and environmental) for compliance with guidelines., • Analyzes, interprets and underwrites complex transactions in compliance with respective agency guidelines., • Conducts detailed economic and demographic research to determine feasibility of transactions., • Assists the underwriter in preparing and presenting comprehensive loan approval package to credit committee., • Conducts inspections of physical assets. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Bachelor's Degree or equivalent work experience: Finance, Accounting, Management, Economics or equivalent field. - Required., • 3+ Years Related experience and/or training. - Required., • Excellent written and verbal communication skills., • Strong analytical skills and proficient with financial statements., • Ability to work in a fast paced environment with little supervision., • Ability to work well with others and on teams., • Demonstrated proficiency in Microsoft Office, including Word, Excel and PowerPoint., • Demonstrates strong judgment and sound credit skills., • Knowledge of Federal banking regulations. Certifications: • No Certifications listed for this job. It Would Be Nice For You To Have: • Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education., • Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Minimum: $63,750.00 USD Maximum: $97,500.00 USD Link to Santander Benefits: Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ___ to discuss your needs. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Banco Santander S.A.

• Charles Schwab

  

  VP, Financial Consultant - New York, NY (Wall Street)

  3 days ago

  NEW YORK

  Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management., • Bilingual in English/Mandarin preferred At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance