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Responsibilities include gathering customer data, assisting the loan officer with customer interaction and gathering of loan documentation, and processing and verifying loan documentation is in compliance with company policies and investor guidelines.
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Support private equity stakeholders by providing financial insights, preparing investor reports, and facilitating due diligence processes for potential acquisitions or divestitures. CFS Indianapolis is working with a great PE backed manufacturing client that is looking to add an Operations Controller to their Accounting & Finance Team.
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You willalso perform pre-underwriting of investor loans and full underwriting of portfolio loans. Merchants Bancorp is a diversified bank holding company headquartered in Carmel, Indiana operating multiple lines of business, including Federal Housing Administration (FHA) multi-family housing and healthcare facility financing and servicing; mortgage warehouse financing; retail and correspondent residential mortgage banking; agricultural lending; and traditional community banking.
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This is a full-time on-site role for a Financial Analyst at Highpoint Healthcare Advisors in Carmel, IN. The Financial Analyst will be responsible for financial modeling, data analysis, collecting diligence from clients, curating pitch books and investor decks, facilitating client relations, and more.
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Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills.
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TwoPointO Investor Relations, a subsidiary of Valeo Financial Advisors LLC, is in search of a driven, service-oriented Real Estate Operations Specialist to aid in our mission of providing exceptional service to our stakeholders and partners.
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Responsible for investor portal setup (AppFolio Investment Management) for new syndications which includes interpreting operating agreements to setup entity capital stack, cash waterfalls, capital calls & distributions.
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Lean Six Sigma Certification Preferred. Bachelors Degree in Accounting or Finance Required, CPA or CMA Preferred. This role will support regional plant operations in Indianapolis, Southern Indiana, and Tennessee.
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As the Mortgage Loan Processor, you are responsible for ensuring the timely and accurate processing of mortgage loan transactions. In one year as a Mortgage Loan Processor, you will know you were successful if you.
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