Directs and manages department staff goals, and strategies; evaluates and reviews administrative activities to identify workflow efficiencies and provide appropriate training to allow leverage of tools made available to administrative staff. Evaluates and implements new technology which supports the delivery of Wealth products and services. Core business understanding of

Fluent in Spanish Responsible for conducting client history telephone interviews by interview type and can handle moderately complex calls with guidance. Escalates most complex calls and refers requests by underwriters and/or field office staff to a higher level position. Provides service to specific customer groups. Interacts with proposed insureds accordingly by determi

The Financial Architect (FA) is responsible for building relationships with the Credit Union's membership by offering products and services of Verve within the branch. POSITION RESPONSIBILITIES Lending Responsibilities Understand, educate, and advise members of all products available. Complete application process and all necessary support paperwork within federal guidelin

Business Unit Budgeting and Forecasting Prepare the annual budget and quarterly forecasts through partnership with various functional leaders. Ensure business unit budget and forecasts are deliverable, and once committed ensure they are delivered in support of the enterprise commitments. Partner with the business to support capital budgets aligned with strategic objective

We are currently seeking a Bilingual Universal Banker to work out of our Black Business Hub location. As a Universal Banker, you get to work with our members to help them achieve their financial goals and dreams. The Universal Banker makes superior service a top priority and strives to make decisions that best serve the members while balancing the needs of the credit unio

OverviewMicrosoft Cloud Operations and Innovation (CO+I) is the team behind the cloud.We are responsible for delivering over 200 Microsoft web portals, Live and Online Services around the world including infrastructure, security and compliance, operations, globalization, and manageability. Our focus is on smart growth, high efficiency, and delivering a trusted experience t

Ideate and draft new investment product content, including but not limited to pitchbooks, sales sheets, primers, web content, podcast scripts, videos, brochures, etc. Analyze and organize data as needed to create compelling stories and unique positioning in marketing collateral. This includes leveraging performance data and charts, Morningstar Direct, and/or Bloomberg out

As a Manager Financial Planning and Analysis your goal is to lead the financial planning and analysis function for the Energy Solutions business unit. You'll work on areas including, but not limited to financial modeling, weekly and monthly P&L forecasting, annual budgeting process, analysis and reporting of month end results, new product development analysis, and other p

Grow your career with a growing organization Whether they're helping people reach their long term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freed

The Denial Management Specialist is responsible for efficiently working accounts receivable for the organization. This is a full time position working remotely M F from 8 00 am 4 30 pm. At least two years of previous billing or revenue cycle experience required. Revo Health is a professional services company that partners with multiple healthcare groups to deliver excepti

We are currently seeking a Bilingual Universal Banker to work out of our Yellowstone location. As a Universal Banker, you get to work with our members to help them achieve their financial goals and dreams. The Universal Banker makes superior service a top priority and strives to make decisions that best serve the members while balancing the needs of the credit union. This