Empleos actuales relacionados con Financial Services Specialist - San Francisco, Heredia - World Business Lenders, Llc
-
Solution Specialist for Financial Institutions
hace 1 semana
San Francisco, Heredia, Costa Rica Zm Financial Systems A tiempo completoAbout the RoleWe are seeking a highly skilled Solution Specialist to join our team at Zm Financial Systems. As a Solution Specialist, you will play a key role in supporting the business during the presales process through to successful closure of deals.Key ResponsibilitiesWork with sales colleagues and internal stakeholders to drive the sales process for...
-
Financial Services Specialist
hace 2 semanas
San Francisco, Heredia, Costa Rica Experian A tiempo completoEmpowering Your CareerWe believe that everyone deserves the opportunity to succeed. That's why we're committed to helping you develop your skills and advance your career.This exciting opportunity is part of our Finance Development Program, designed to equip you with the knowledge and expertise needed to excel in the field of finance. You'll work closely with...
-
Client Services-Financial Specialist
hace 7 días
San Francisco, Heredia, Costa Rica Zm Financial Systems A tiempo completoCollaboration = InnovationOne leads to the other.At Moody's, we believe good teamwork gives us an edge.We foster a culture that thrives on diverse perspectives to overcome ever-changing market challenges.Join us and let's move the world forward together.Department- We strive to be a world-class sales organization with our customers' needs at the centre of...
-
Financial Planning Specialist
hace 7 días
San Francisco, Heredia, Costa Rica Zm Financial Systems A tiempo completoAbout Zm Financial SystemsWe empower organizations to make better decisions and achieve brighter futures.Job DescriptionThe role of Financial Planning Specialist is a key part of our Finance organization, supporting senior members in the execution of financial planning and analysis processes, projects, and ad-hoc requests. This includes providing analytical...
-
Financial Services Professional
hace 7 días
San Francisco, Heredia, Costa Rica Client Services, Inc. -Cr A tiempo completoJob DescriptionWe are seeking a Financial Services Professional to join our team at Client Services, Inc. As a key member of our customer service team, you will be responsible for resolving outstanding debts and achieving financial stability for our clients.Key ResponsibilitiesWork closely with customers to understand their financial situation and develop...
-
Global Financial Services Leader
hace 6 días
San Francisco, Heredia, Costa Rica Zm Financial Systems A tiempo completoAs a Global Financial Services Leader, you will play a critical role in driving our company's mission to empower organizations to make better decisions. You will lead our initiative to increase recognition of our value proposition among financial market participants, providing high-quality financial data governance and ensuring the usability of our...
-
Financial Modeling Specialist
hace 7 días
San Francisco, Heredia, Costa Rica Zm Financial Systems A tiempo completoAbout Zm Financial SystemsAt Zm Financial Systems, we believe that innovation is the result of collaboration and diverse perspectives. Our team fosters a culture that thrives on open communication to overcome ever-changing market challenges.We strive to be a world-class sales organization with our customers' needs at the center of everything we do. Our...
-
Financial Services Specialist
hace 2 días
San Francisco, Heredia, Costa Rica beBee Careers A tiempo completoThe Financial Services team is responsible for delivering high-quality invoicing services to customers while collaborating closely with business partners to develop successful strategies.This role has a direct impact on the organization's financial results, including cash collection and regulatory/financial reporting.Role and Responsibilities:Financial...
-
Financial Services Consultant
hace 2 semanas
San Francisco, Heredia, Costa Rica Client Services, Inc. -Cr A tiempo completoCompany OverviewClient Services, Inc. (CSI) is a professional call center based in Heredia, Costa Rica. We strive to provide exceptional customer service to our clients while fostering a positive and supportive work environment.Salary and BenefitsWe offer a competitive salary and bonus opportunities to our Account Representatives. Additionally, we provide...
-
Financial Services Specialist
hace 7 días
San Francisco, Heredia, Costa Rica Citi Teletrabajo Freelance A tiempo completoCompany OverviewCiti is a global bank that offers a wide range of financial services. Our clients rely on us for secure and efficient transactions, and we're always looking for talented individuals to join our team.
Financial Services Specialist
hace 2 semanas
At World Business Lenders, Llc, we provide innovative financial solutions to small and medium-sized businesses throughout the United States. Our mission is to offer accessible and reliable funding options that meet the unique needs of our clients.
About the PositionThe Financial Services Specialist will be responsible for ensuring seamless loan processing and timely completion of loan disclosures. This role requires exceptional communication skills and the ability to work closely with internal departments, including Sales, Underwriting, Valuation, and Closing.
Key Responsibilities- Act as a liaison between borrowers and internal departments, facilitating effective communication and collaboration.
- Analyze business bank statements, financial statements, and ratios to conduct comprehensive credit analyses.
- Conduct verification calls with third-party vendors to ensure accurate and reliable information.
- Develop financial models to support analysis of loan-level and portfolio performance.
- Prepare and verify loan documents, ensuring accuracy and completeness.
- Exceptional verbal and written communication skills, with 100% English fluency.
- Bachelor's Degree in Finance, Economics, or a related field (preferred).
- Minimum 2-4 years of experience as a Processor in a mortgage lending organization.
- Proven ability to prioritize effectively and meet deadlines.
- Excellent attention to detail and analytical skills.
- Contract/Consultancy position offering flexible working arrangements.
- 11 US paid holidays per year.
- Salary based on experience and qualifications.