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The incumbent oversees contracts of systemwide loan servicing for Federal Perkins loan, California dream loan, federal nursing loans, and systemwide institutional loans and collection agency contracts and audits of invoices provided to the CSU Chancellor’s Office and serves as the primary Chancellor’s Office liaison with campus business offices, student financial services, and collection personnel on issues and policies related to these critical services.
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BFS encompasses the following departments with approximately 400 employees: Financial Management & Reporting, Purchasing and Procurement, Tax Services, UC Travel Center, Treasury, Costing Policy and Sales & Service, Payroll Partner, Student Financial Services, Accounts Payable, Mail, Document & Distribution Services, Insurance & Risk Management, and Operations.
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You will be excited to develop a thoughtful portfolio forecasting framework, across key KPIs such as acquisition, retention, LTV, and engagement, and ideally have familiarity with subscription-based DTC businesses, OTT products, and/or SVOD and live event streaming services.
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Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers.
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Job Description Under general direction of the Deputy CFO, the Budget Director will assist in the day-to-day operations of the San Francisco Public Utilities Commission (SFPUC) Financial Strategy Division, (part of the Business Services Bureau) with responsibility for the SFPUC’s Operating and Capital budget.
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Through its relationship with CUSO Financial Services, LP (CFS), Patelco Credit Union is seeking a Financial Advisor to join their team in the Berkeley, CA area. Representatives are employed by Patelco Credit Union and registered through CUSO Financial Services, LP (CFS.
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WellBridge Wealth, a premier boutique financial advisory firm located in Colchester, VT, is inviting a talented Financial Advisor to join our esteemed team. At WellBridge Wealth, we don’t just manage wealth; we craft financial futures.
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Performs all report writing services for Student Financial Services and Military & Veteran Services including collection, analysis, and preparation of data for internal and external reporting using Ellucian Colleague, Business Objects Web Intelligence, Microsoft Excel, SQL and other reporting and analytic software.
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Account Manager / Client Services / client support / Analyst / registered paraplanner / CFP / FINRA / business manager / Client relationship manager / project manager / project management / retirement planning / banking / professional services / CPA / financial planner / financial analyst / Sales / account executive / key account manager / Broker / CExP / Certified Exit Planner / CLU / Chartered Life Underwriter / VP / Director / Vice President / Wealth Management.
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Maintain close communication and strong working relationship with school personnel, parents, and students,Work closely with Student Outreach and Recruitment (SOAR) and other departments on campus (ie., Educational Opportunity Program, Upward Bound Programs, Student Support Services, Admissions, Financial Aid, Housing, Career Services, and Academic Departments) to implement programs services for project participants.
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Advise project participants on financial aid, financial literacy, and college admission requirements,Refer participants to appropriate community/social agencies for services.
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The offices of Student Financial Services and Admissions (Enrollment Services) are currently seeking a Senior Enrollment Counselor (Financial Aid) to work in a fast-paced, high energy, and service-oriented environment.
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Bachelor’s Degree with 2-4+ year(s) of experience in a client-facing role in Client Success or Account Management in financial services or fintech OR High School Diploma or GED and 6-8+ year(s) of experience in a client-facing role in Client Success or Account Management in financial services or fintech Experience with FBO - For-Benefit-Of Account (AKA Custodial Account) and/or experience with OBO - On-Behalf-Of Payments.
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We have an exciting opportunity to join our Hillcrest Hospital South team as an Assistant Chief Financial Officer (ACFO / Assistant CFO). Hillcrest Hospital South is a full-service 180 bed hospital located in Tulsa, OK. Hillcrest South provides a wide range of inpatient and outpatient services using state-of-the-art technology in a friendly community setting.
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They will work with members to meet financial service needs through processing transactions and suggesting new products or services. With over $1.64 billion in assets and serving more than 91,000 members in 37 branches - eight in Florida, 22 in North Carolina, six in South Carolina, and one in Virginia - Self-Help Credit Union is one of the fastest-growing community development financial institutions in the country.
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financial services jobs Title: project manager Company: Cybercoders
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