Liberty University - Lynchburg
,
VA
Korn Ferry has partnered with our client on their search for the role, Senior Investment Analyst. Purpose of the Position The Sr. Investment Analyst will support Liberty University’s Chief Investment Officer and the senior investment team in the management of Liberty’s $2+ billion endowment assets. This individual will play a significant role in help building Liberty’s future investment program as Liberty in-sources its endowment management from the outsourced CIO model. As part of a small investment team, the Sr. analyst will have the exposure to develop generalist skills for the overall endowment and develop expertise in alternative assets (i.e., private equity, private credit, real assets) over time, working closely with investment directors in researching, sourcing, manager due diligence, portfolio monitoring activities to meet endowment’s investment objectives. Key Responsibilities The Senior Investment Analyst will be expected to support LU’s investment program through the implem
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Fidelity TalentSource LLC - Boston
,
MA
Job Description: The Team With more than $700 billion in assets under management as of December 31st, 2023, Fidelity s Strategic Advisers, LLC is a leading provider of asset allocation solutions for retail, institutional, and high net worth clients. The range of investment solutions include managed accounts, financial planning frameworks and custom solutions. Description Strategic Advisers is a registered investment adviser and Fidelity Investments Company and serves as the investment manager to all Fidelity managed accounts offered by Fidelity s Portfolio Advisory Services and through Fidelity s Wealth Management Advisory Services.\u00A0 We construct and manage asset allocation portfolios for more than a million accounts. Strategic Advisers is looking for a Portfolio Engineer to join our Boston, MA or Denver, CO office. The team is responsible for portfolio construction and trading of Fidelity s retail and workplace managed accounts.\u00A0 We employ investment expertise, quantitative
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ACCUFUNDS FINANCIAL LLC - Orlando
,
FL
Job Description Job Description Job Duties/ Responsibilities: 1. Help and Assist Loan Officers & Processors on the floor. 2. Order and review third party conditions to ensure accuracy and request change if needed: Appraisal, Title, Insurance, VOE’s and third-party inspections. 3. Validate that documentation is labeled correctly in the folder. a. Keep track of signed disclosures b. Conditional Approvals c. Initial Closing Disclosures d. Match compensation, update fees in 2015 Itemized Screen. 4. Communicate with borrowers, collect, and follow up on missing documentation for processing. 5. Send transition email to notify assigned processor. 6. Notify borrowers regarding conditional approval. 7. Send a 45-day email to the borrowers to inform them that the closing date is approaching. 8. Coordinate signing arrangements, validate address for notary to meet borrowers, phone numbers and share with title. 9. Set embassy appointments. 10. Send Insurance Quotes to Borrowers and get proper approv
- 2 days ago
Bay Equity - Bellevue
,
WA
Bay Equity is a full-service retail mortgage lending institution headquartered in Corte Madera. In 2011 and 2012, San Francisco Business Times named Bay Equity among its "Top 100 Fastest-Growing Private Companies" in the Bay Area. Bay Equity has operations centers in California, Oregon, Washington, and Colorado. We are hiring a Processing Support & Appraisal Coordinator to work remotely for our team. Duties and Responsibilities: •Facilitates ordering and following up on order outs with urgency. These order out types include but are not limited to: Patriot Act CID, Appraisal, FHA Case Number Assignment, CAIVRS Number, Verifications of Employment, Condo Documents, SSN Verifications, Verifications of Rent, Insurance Binder, Mortgage Rating, Tax Transcripts, Records of Account and FHA Case Number Borrower Validations •Provides excellent customer service and communication to our sales staff •Represents our team as an extension of the branch and collaborates as part of the branch's team •Uti
- 2 days ago
LA Mortgage - Los Angeles
,
CA
Job Description Job Description An active DRE California Real Estate License if required. The Senior Loan Processor is responsible for taking a home loan file from submission through closing. This includes analyzing and verifying credit, income, asset, appraisal, escrow, and title documentation on purchase, refinance and home equity transactions to confirm that it meets investor guidelines. With the help of a Junior Loan Processor, the processing team is responsible for directly communicating with Clients, Realtors, and our Loan Officers to gather and satisfy all loan conditions and move toward a timely closing. The role requires excellent communication skills with a drive toward meeting contingency and closing deadlines while providing exceptional customer service to all parties involved in the transaction. Key attributes to success are the ability to multi-task, time management, precise verbal and written communication skills, and a working knowledge of all major investors and their
- 3 days ago
CMG Financial - El Paso
,
TX
Description CMG Financial is hiring a Loan Processor Assistant to work in collaboration with the Loan Processor to perform necessary tasks to ensure accurate, compliant, and complete processing of loan files. Must work onsite at our El Paso, TX Branch. ESSENTIAL DUTIES and RESPONSIBILITIES, includes the following responsibilities, but not limited to: Works with and supports Loan Processor to obtain and review required loan documentation and submits complete loan packages to Underwriting for approval. In collaboration with the Loan Processor, the Junior Loan Processor will assist in managing the pipeline of loans and maintain timely and compliant flow of such loans through the process. Communicates with loan officers, buyers, sellers, title companies, builders and agents. Provides excellent customer service by effectively communicating and cooperating with all internal and external customers. Assists with the monitoring of closing dates ensuring that company deadlines are met. Works clo
- 4 days ago