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Through mortgage servicing-the process of paying off one's mortgage-Valon is taking the first step in transforming the industry one homeowner, and lender, at a time. We are building a world-class engineering team to automate one of the most regulated spaces in the financial sector - the mortgage and housing industry.
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As a Client Solutions Manager Vice President, you are responsible for the project management of new and incremental client business to the Securities Services organization within JPMorgan’s Corporate Investment Bank. You will cover a diverse client base that includes Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Banks, Broker Dealers and Insurance Companies.
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Quick to identify gaps or risk exposures in a dually affiliated broker-dealer and investment advisor and to develop and implement strong checks-and-balances. The Chief Compliance Officer of Park Avenue Securities (PAS) will be responsible for representing the firm to regulatory bodies and other key constituents as well as having responsibility for the overall compliance framework for PAS as a dually registered broker-dealer and investment adviser.
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The group manages all quantitative modeling related to market and interest rate risk on the bank’s mortgage products including consumer banking mortgage activities, trading activities and investment portfolio positions in mortgage products.
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1-3 years of asset management, finance, operations, pricing servicer, or broker/dealer valuation experience preferred. Interact with Investment Management addressing valuation inquiries, broker and vendor price challenges.
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Licensed Customs Broker - MBA - Ph. D. - Economics or Finance. CPA - Admission to the Bar - Enrolled Agent - Professional Certification in Project Management (PMP) - Six Sigma Black Belt/Lean Black Belt/Master Black Belt - UX Certificate - Nielsen Norman Group.
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Establishes and maintains good working relationships and open communication with the self-direction participant's Care Coordinator (CC), Support Broker (SB), and Developmental Disabilities Regional Office (DDRO) SDS Liaison.
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The successful Private Client Senior Wealth Advisor is comfortable building relationships with referral sources within Citizens (Citizens Securities Inc financial advisors, retail branch colleagues, mortgage loan officers, and business banking relationship managers) as well as external referral sources (attorneys, accountants, and estate planning councils) to develop an ongoing pipeline of prospective clients.
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PeopleSoft Developer, PeopleSoft HRMS, North America Payroll, Finance Integration, PSFT administration, Peoplecode, application package, BI Publisher, Component Interface, SQR, SQL, Integration broker, Peopletools, Application Engine, PS Query, Integrations with 3rd Party.
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Experience working with various Broker/Dealer products securities processing including Equities, Bonds, TreasuriABS, MBS, Securitized Products, Repos/Reverse Repo, Stock Borrow/Loan. Experience working with various Broker/Dealer products securities processing including Equities, Bonds, TreasuriABS, MBS, Securitized Products, Repos/Reverse Repo, Stock Borrow/Loan.
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FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts.
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The Private Client Senior Wealth Advisor has access to client support staff and subject matter experts when delivering financial planning, investment management, insurance, tax, estate planning, and family office services to clients.
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Our Client a major Logistics International Organization is seeking a Licensed Customs Broker! Fantastic opportunity for an accomplished Licensed Customs Broker. Coordinate and oversee the Customs Brokerage department to ensure the compliance of employees with the company policies, U.S. Customs regulations, customer service requirements/procedures, protection of the company liability and day-to-day clearing of inbound cargo.
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Led by a world class team of repeat founders and fintech operators from Uber, Amex, Capital One, Alloy, Goldman Sachs, Zillow, LendingTree, and Spotify, they are creating the mortgage rewards category.
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You will lead Business Development activities including helping our customers grow their business and helping lead up our Broker, Merchandising and Trade Team fostering and growing existing business relationships while developing new ones, creating symbiotic win-win partnerships.
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mortgage broker jobs in Lake Success, NY
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