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This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
Full-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Assists Credit Review Portfolio Managers, Regional Directors, and FCR Management on regional and/or global tasks. Proactive communication to Credit Review Portfolio Managers and FCR Senior Management of any concerns and/or emerging risks that may jeopardize the assigned Review Entities.
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Certain roles may require candidates to go through a preliminary credit check during the screening process. We’re Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The.
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Your team Credit Risk Review (CRR) is a team of highly motivated, highly experienced credit risk professionals which operates independently to provide an objective and timely assessment of the CUSO credit portfolio to the CUSO Board, U.S. regulators and senior UBS management.
$160,000 - $210,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Review and report EOD credit invoices( Notating invoices) Review for either approval or decline status and assigned credit proper amount and terms. Credit & Collections Manager.
Full-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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We assist companies and non-profit organizations in delivering benefits to their employees. We welcome those with experience in jobs such as Staff Accountant, Accounts Payable Clerk, and Bilingual Customer Service and others in the Accounting and Finance to apply.
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As a Senior Business Analyst in Fidelity’s Workplace Investing Customer Solutions Chapter Team Denali, Recordkeeping and Operations Product area, you will be a member of an Agile squad responsible for crafting an end-to-end regulatory service for our clients on a new cloud-based, distributed platform using the latest technologies.
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Work on a team of investment professionals who are responsible for the preparation and review of quarterly client reporting with respect to private equity, real estate, secondary, and credit fund-of-funds and feeder funds currently under management:Review, digest, and extract information from the reports provided by the underlying private equity sponsors and draft the relevant information to be included in the client quarterly performance updates.
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Assist Sales, Credit, and Closing Teams in preparing loan files for Credit Review, Approval, Closing and Servicing. Support Credit Team by organizing and managing Due Diligence Requests for new lending opportunities and helping Credit Team complete new borrower Credit Packages, Review and Approvals.
Full-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Successful candidates will have at least 2-3 years of substantive experience in commercial lending transactions, including drafting and negotiating loan documentation, title and survey review, and reviewing due diligence materials.
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Design and implement comprehensive analysis to evaluate portfolio risk as part of the credit review process including impact analysis from strategy changes. LaSalle Network is currently partnering with a client to identify a Credit Risk Analyst to join their team.
$30 - $40 an hourExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire. Certifications: Series 07 - FINRA, Series 66 - FINRA. Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.
ExpandApply NowActive JobUpdated 17 days ago - UpvoteDownvoteShare Job
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5-10 years of credit examination experience as a commercial lender, regulator or credit review officer. Assists in or lead the continuous review of credit risk, special projects, and due diligence of potential bank acquisitions, as necessary.
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These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
$75,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Manage internal and external communications related to assigned product responsibilities Knowledge of managed accounts and separately managed accounts (SMA) preferred The Team In this role you will be part of a diverse, collaborative, and adaptive team tasked with helping grow Fidelity’s SMA solutions in the marketplace.
Full-timeExpandApply NowActive JobUpdated 9 days ago
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