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Senior Relationship Managers are expected to partner with the appropriate commercial banking colleagues (Loan Coordinators, Credit Analysts) to develop and maintain credit relationships with the guidance of Credit Administration and the DM or Director.
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Resolve any policy and procedure, accounting or credit issues that occur. The EWI program includes but is not limited to Watch Process, Expected Loss Kickouts, Delinquency, Overdrafts, Over-Margins, Field Exams, Interest Rate Sensitivity, Health Care Monitoring, Stress Testing, problem loan management, and other forms of credit surveillance.
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Internal: District Sales Manager, Regional Sales Manager, VP of Local Sales, Accounting/Credit Department, Merchandising and Marketing, Operations, and Customer Contact. Communicate and collect accounts receivable as necessary, working with the credit department and client; collect all balances due based on approved credit terms.
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Incumbent should have a four year business degree with emphasis on accounting and/or finance and one year credit analyst experience from a financial institute. MINIMUM QUALIFICATIONS: Knowledge of commercial lending laws, regulations, procedures, and experience in credit and/or collections preferred.
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Bachelor's Degree in business, economics, finance or accounting OR equivalent combination of education, training and experience. The ideal candidate will have a solid understanding of commercial credit and commercial banking services.
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Provide guidance to credit analyst and/or portfolio managers and promote the bank within the community. Bachelor's degree in business, economics, finance, or accounting preferred or equivalent combination of education and experience.
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Remote: This role is fully remote, and the associate is expected to perform assigned responsibilities from a home-based environment. US Foods has a comprehensive training program for the Territory Manager position.
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Develop new business; identify prospective customers by utilizing market intelligence databases, as well as business directories, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences.
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This position will also be responsible for basic accounting skills and knowledge of routine accounting functions in both accounts receivable and accounts payable. Receive cash, checks and credit card payments from customers and record the amount received on the repair order and/or counter ticket.
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Must be CPA eligible: 150 semester credit hours including 30 hours of upper level accounting courses and 30 hours of business coures, one year of experience in accounting, and actively pursuing sitting for the CPA exam.
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Accounting System Integration Architecture (systems including but not limited to: Sage Intacct, Our client is a multi-strategy alternative asset manager with professionals located in North America, Europe and the Middle East. Their invests across three asset classes: Equity, Credit and Real Estate, and since 2016, has grown exponentially to over US$25B AUM and over 300 team members.
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Excellent Excel, SAGE/ORACLE or other relevant accounting software. Ensure bank reconciliation, payroll information, proper credit control is effective at all times. Minimum 5 years working experience in a similar environment, with substantial knowledge and hands-on experience in accounting, strategic and finance planning & management skills.
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Bachelor's degree, preferably in Finance, Accounting, Business Administration, or applicable work experience in finance, credit, collections, cash applications, accounting, accounts payable, accounts receivables.
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Post-secondary education in business, accounting, or finance. This position is responsible for working closely with the Credential Securities Inc. Wealth Consultants/Senior Investment Advisors and WFCU Credit Union members in Windsor, Essex (and surrounding area) to create sales opportunities and support new and existing relationships.
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Bachelor’s degree in Business Administration (Finance or Accounting), Commerce or related field. Exercise sound credit judgment to ensure high-quality loans through sales focused strategy to generate high-quality loan proposals.
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