Process cash and securities transactions in the trust accounting system related to private equity and real estate position onboarding. Ensure all transactions are processed accurately and according to the relevant documentation. Ensure all documentation related to the transaction is appropriately archived and noted in Salesforce. Review relevant documentation for private

Convergint is looking for a full time summer and/or part time year round, enthusiastic, results driven and forward thinking Colleagues to join our Convergint Internship Program. In this role, you will gain an understanding of our clients' needs while learning our sales and operations processes which deliver world class service for our customers. This is a great opportunit

At Venable, we know that every new hire brings valuable experience, new perspectives, and a chance to raise the bar on our approach to how we work. Our legal administrative assistants are responsible for a wide array of tasks related to the effective support of our legal professionals and clients. This includes but is not limited to Managing billing process to include tim

Operations Specialist Data Entry Job Locations US CO CENTENNIAL Job ID 2024 3806 Category UW Operations Type Regular Division Seneca Crum & Forster Company Overview Crum & Forster (C&F) with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial

Drive new business development through consistent and focused calling activity. Meet or exceed all performance goals and targets related to the identification, solicitation, and acquisition of new clients. Structure products and service solutions to maximize opportunities for the Bank as well as meet individual client needs. Tracking prospecting efforts through our sales

Who We Are Join a team that puts its People First! First American's Direct division provides comprehensive title insurance protection and professional settlement services for real estate purchases, refinances and equity loans. Since 1889, First American (NYSE FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passi

The Small Business Administration (SBA) Business Development Officer is responsible for developing, soliciting, and promoting new SBA loans independently by working and maintaining relationships primarily with outside referral partners. The role will be responsible for developing and maintaining strong relationships with SBA oriented centers of influence, generate new loa

Company Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments networ

Are you looking to join a company where people truly care about making a difference? BOK Financial is committed to achieving more together by bringing passion and customer focus to the business. Join us today as a Personal Banker I. Job Description The Personal Banker I provides the best client experience possible for BOKF's clients. They are empowered and responsible for

Review accuracy of client submissions and reroute if necessary in Salesforce. Update or maintain priority and status of outstanding transactions daily. Record client contact and outstanding requests for internal reference and record keeping. Maintain, organize, and archive purchase documents with consistency and detail. Complete asset setup in systems consistent with inte

The essential functions of the job include, but are not necessarily limited to, the following Partnering with business and commercial bankers on joint calls to clients and prospects, as a subject matter expert in business deposits and treasury solutions. Business development, networking and establishing referral sources to generate new business opportunities. Introducing

Serves internal and external clients including trust beneficiaries, vendors, colleagues in remote locations, and financial advisors at outside institutions. Prepares reports required for annual account reviews. Performs data entry which includes check writing, ACH set up, and account information editing. Accesses statements, account data, and tax reports from various prop

WilmerHale is a leading, full service international law firm with 1,000 lawyers located throughout 13 offices in the United States, Europe and Asia. Our lawyers work at the intersection of government, technology, and business and we have a steadfast commitment to quality and excellence in everything we do a commitment reflected in the continued success of our clients acro

Examine overall loan documentation to ensure accuracy, completeness, and compliance with FHA/VA standards and investor guidelines Review all documentation including credit reports, applications, etc., to ensure loans meet company standards for sale into secondary market Ensure appropriate information is obtained on each file to complete the loan package; work with loan pr

This is an hourly, non exempt position which gains knowledge and experience required for promotion to management positions under direction of experienced personnel by performing the following duties personally or through subordinates. Responsibilities include but are not limited to; customer sales and service in the store, directing customers, answer telephones, provide p