Balance Bridge Assembler Job Description Sample
Temporary Underwriter - Cmbs / Balance Sheet Lending
Temporary Underwriter - CMBS / Balance Sheet Lending Our client is the Commercial Real Estate Finance group within a leading European-owned investment bank. They harness expertise in debt financing and arranging corporate and specialized finance transactions embracing comprehensive origination, arranging, and structuring and placement capabilities. They have built up top-tier market insight underpinned by more than 20 years’ experience in Western Europe and over 10 years’ in the US. Our client is widely recognized as a major industry player thanks to their comprehensive array of financing services involving the entire spectrum of asset types. Within Real Estate, they provide clients with a wide array of funding tools such as CMBS, bridge loans and B-notes. Due to continued growth in the US, they have partnered Situs to provide a dedicated team providing origination, underwriting and asset management support across the full range of their real estate products. This temporary position will be based on-site with our client in midtown, New York City and be part of our dedicated platform of commercial real estate finance transaction support professionals. You work integrated and among our client’s real estate finance team and assist their Senior Banker and team with managing the transaction process, including due diligence, underwriting, and credit approval of CMBS and balance sheet loans. You will manage third-party transaction consultants, work with our client’s internal credit group in their review of file, and assist capital markets with investor review and distribution via securitization or syndication. Responsibilities include, but are not limited to:
Manage loan underwriting assignments for multiple borrowers and different asset types
Prepare final underwriting and credit approval memoranda and present loans for internal credit approval process
Perform all aspects of the due diligence and underwriting for loans including analyzing property level data and guarantor financial statements, and reviewing and approving appraisals, property condition assessments and environmental reports
Manage all aspects of the structuring, legal documentation and closing of approved loans with clients, co-lenders (for a combination of syndicated loans and loans with subordinate debt), the internal deal team and outside legal counsel
Interface with credit rating agencies and institutional investor groups
Manage junior Underwriters in the due diligence and closing process
Writing Asset Summary Reports and support the securitization and syndication process
Complete site inspections and detailed market analysis, including broker interviews and discussions with property management Desired Skills & Experiences:
Minimum of 3 years of CMBS or similar commercial real estate underwriting experience
Ability to manage multiple priorities and meet multiple deadlines
Excellent analytical and problem solving skills
Excellent Excel and cash flow modeling skills
Excellent business writing skills
Proficient using Argus, Excel, Word and PowerPoint Job Location: New York, New York, United States Date published: 19-Dec-2017
Balance & Control Spec Ii
Responsibilities At BBVA, we are working to make banking better for everyone. That is where you come in. We are looking for smart, team oriented people who want to be part of a first-class workforce that gives people the tools they need to meet their financial goals, all while delivering an outstanding client experience. Learn more below. What will you be doing? Reconcile and balance high profile Loan accounts according to operational standards. Will cross-train in all various areas of department and be able to fill in for absent and vacationing employees. Will utilize extensive knowledge of reconcilement software (i.e Microsoft Excel, Word and Recon Plus Frontier) Will handle more difficult problem issues dealing with Loan accounts. Will communicate and escalate problem issues to management. Will train other employees.
To reconcile and balance high profile/high risk Loan accounts.
Utilize reconcilement software: Excel and Recon Plus (Frontier).
To ensure proper controls exist on assigned Loan accounts.
Maintain procedures for area within parameters of audit compliance procedures, legal and regulatory criteria.
Facilitate clearing of exceptions on accounts
Research and resolve more difficult discrepancy issues.
Cross-train in various areas of department to be able to fill in for absent and vacationing employees.
Train other employees.
Communicate with management, internal and external contacts regarding reconciling issues.
What you will bring:
High school diploma or GED.
Three or more years of reconciling experience or related job experience.
Extensive knowledge in Microsoft Excel, Word and Recon Plus (Frontier).
Excellent communications skills.
Must have problem-solving skills.
Must be able to work under pressure.
Must have a good understanding of accounting principles and procedures.
- Degree in accounting or equivalent job experience.
Site NameAL-BIRMINGHAM-BIRMINGHAM SERVICE CENTER
EOE StatementEqual Opportunity Employer - Minority/Female/Disability/Veterans.
Commercial Real Estate, Underwriting Analyst (Multifamily Balance Sheet)
The Analyst will work closely with senior underwriters to evaluate proposed loans for credit risk, oversee the preparation & issuance of loan applications, and assist with the preparation of loan committee presentations to obtain deal approvals. The individual will be responsible for credit quality of loan production and underwriting. The individual will also perform other duties as necessary to support the goals and objectives of the Commercial Lending area
Working with the loan origination and underwriting teams to structure deals
Reviewing borrower financial positions, market analysis, property inspections and presenting deals for approval
Analyzing commercial loan requests via credit analysis write-up, including but not limited to: completing financial statement spreads, calculation of key financial ratios, analysis of the Borrower/Prospect financial strength, preparation of financial statement projection models and industry research and analysis.
Understanding and applying appropriate credit parameters in order to minimize credit risk.
Learn all required credit concepts and major policy parameters.
Learn all credit analysis systems and applicable bank software applications; continuous learning related to credit risk and commercial real estate Basic Qualifications
Bachelor’s Degree or Military Experience Preferred Qualifications
Proficiency in Microsoft Office
At least 1 year of Commercial Real Estate Experience
At least 1 year of Financial Statement review and analysis experience
At least 1 year of multifamily lending experience At this time, Capital One will not sponsor a new applicant for employment authorization for this position
Balance Sheet Management Lead Analyst
Primary Location: United States,New York,Long Island City
Education: Bachelor's Degree
Job Function: Finance
Shift: Day Job
Employee Status: Regular
Travel Time: No
Job ID: 17079122
Enhance Recovery and Resolution Planning submission with respect to funding, liquidity and capital needs by liaising with areas including, but not limited to, Corporate and Business Treasury teams, central Recovery & Resolution Planning team, M&A team and line businesses
Develop and manage models utilized to execute the appropriate funding and liquidity strategies in the Recovery and Resolution Plans
Ensure consistent approach to building the Plans across Citi's RRP workstreams. This includes tracking the development of the relevant liquidity and capital deliverables and narrative sections of the Resolution Plan
Support the implementation of required liquidity metrics under BAU and a Resolution stress scenario on Citi's strategic liquidity reporting platform
Partner with the Liquidity Policy team to ensure liquidity assumptions are appropriately captured in Recovery and Resolution stress scenarios.
Participate in the development of narratives required in the Recovery and Resolution Plan submissions to Regulators.
Prepare and develop ad hoc analyses for meetings with senior management and Regulators related to Citi’s Recovery & Resolution Plans and Supervisory reviews. Development Opportunities:
Opportunity to build strong working relationships across all Finance, M&A and shared services functions, with significant senior management exposure (ie: Deputy Treasurer, Citi's Recovery and Resolution Head)
Highly entrepreneurial role with significant room for project ownership and new idea generation
Opportunity to develop knowledge of Citi's liquidity and capital management practices and processes
Opportunity to be part of a fast-paced, high caliber team with challenging goals and a strong commitment to excellence
Qualifications + 3-7 years of experience in financial services
Undergraduate or master’s degree in Finance, accounting, economics or other quantitative discipline; CPA certification a plus, but not required
Expert proficiency in Microsoft Office applications (Excel, PowerPoint, Word) is expected
Required skills include superior problem-solving abilities, attention to detail, teamwork, quantitative aptitude, and excellent oral communication and writing skills
Ability to work independently and multitask under tight deadlines, including coordinating with multiple groups both within Treasury and other departments across Citi.
Highly motivated, intellectually curious, results oriented and strong commitment to excellence
Liquidity and Capital management knowledge a plus
Business Office Credit Balance Analyst
Where you work matters! Swedish Medical Center is looking for a full time Business Office Credit Balance Analyst in our Corporate Billing Office at Met Park in Seattle, Washington.
The Business Office Credit Balance Analyst is responsible for conducting thorough reviews of patients’ accounts with credit balances.
In this position you will: + Process credit balances for insurance or self-pay refunds per Business Office policy and guidelines + Apply self-pay credit balances to other open guarantor accounts as needed
Submits requests to insurances to reprocess late charge credit claims as necessary + Reviews and processes requests received from payers and patients for refunds and/or overpayments.
Refers accounts with a credit balance due to regulatory payer to the appropriate WQ for regulatory specialist to review + Remains up-to-date on payer and billing contracts, including Medicare, Medicaid, L&I and HMO/PPO.
Required qualifications for this position include:
- High school diploma or GED equivalent + Accounting training in an accredited school or equivalent on-the-job training in an accounting or cash applications role + One year Experience in hospital insurance billing office, accounting, accounts receivable or bookkeeping + Knowledge of insurance claims processing & understanding of all insurance EOB’s
Preferred qualifications for this position include: + Bachelor’s degree in Finance, Business Management or Health Care Administration + Technical background including experience with automated clinical information systems (EPIC preferred)
About Swedish Shared Services.
Swedish is the largest, most comprehensive, nonprofit health provider in the Greater Seattle area. Our expanding network of facilities currently includes three hospital locations in Seattle, a hospital in Edmonds and the new Swedish Issaquah campus. It also consists of Swedish Medical Group’s network of primary care clinics, and affiliations with suburban hospitals and specialty clinics throughout Greater Seattle.
Each campus has a local operations leadership team, supported by centrally located and led corporate services, such as Human Resources, Financial and Information Services.
We offer a full comprehensive range of benefits — see our website for details
Our Non-Profit Mission: Improve the health and well-being of each person we serve.
Swedish is the largest nonprofit health care provider in the Greater Seattle Area. It is comprised of five hospital campuses (First Hill, Cherry Hill, Ballard, Edmonds and Issaquah); ambulatory care centers in Redmond and Mill Creek; and Swedish Medical Group a network of more than 183 primary care and specialty locations throughout the Great Puget Sound area.
Swedish employs more than 13,000 employees and 4,200 physicians. Whether through physician clinics, health education, research and innovation or other means of outreach, we’re committed to caring for the people in our region and beyond. Swedish is proud to be an Equal Opportunity Employer. Swedish does not discriminate on the basis of race, color, gender, disability, protected veteran, military status, religion, age, creed, national origin, gender identity, sexual orientation, marital status, genetic information, or any other basis prohibited by local, state, or federal law.
Billing / Insurance
CIB F&Bm Treasury Balance Sheet Liquidity Analysis - Associate
JPMorgan Chase & Co . (NYSE: JPM) is a leading global financial services firm with assets of $2.4 trillion and operations worldwide. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, asset management and private equity. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the worlds most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. www.jpmorganchase.com . The Corporate & Investment Bank Treasury is a critical function within CIB Finance and Business Management. It is responsible for managing the liquidity, balance sheet and capital positions of the investment banking businesses, establishing transparent and market-based funds transfer pricing policy, and developing methodologies and metrics to improve the leverage, capital, collateral and liquidity risk management capabilities of the Corporate and Investment bank. Additionally, CIB Treasury interacts heavily with Global Treasury in developing stress assumptions, contributing to the resolution plan submission, producing liquidity risk metrics and analysis; managing CIB balance sheet and leverage ratios; and consolidating management and regulatory reporting. This team is looking for an analyst or associate to support a broad array of initiatives for the CIB Treasury Balance Sheet and Liquidity Group. The ideal candidate should be skilled at performing complex and quantitative analyses, pay close attention to detail, take ownership over projects and proactively move them forward, feel comfortable operating in a fast-paced and dynamic environment, be able to work on multiple complex projects simultaneously, and have a keen interest in capital markets and economics. Strong working knowledge of financial analysis, liquidity risk, balance sheet analysis, regulatory requirements; and accounting concepts are required. Strong interpersonal, organizational, and communications skills are essential. Responsibilities
Producedaily, weekly, monthly and quarterly liquidity risk reports (US LCR, JPMInternal Stress and 5G) and analyze key drivers of period over period movements and provide variance commentary.
Produceweekly, monthly and quarterly liquidity metrics package for CIB seniormanagement and key CIBT stakeholders.
Utilizeknowledge of financial products such as Deposits, Commitments, Derivatives, Secured Funding; apply a deep understanding ofregulatory guidelines (Basel III, US LCR, 5G) and main measurements (LCR, NSFR)to determine their potential impact for the CIB.
Collaboratewith Liquidity Controllers and other stakeholders to ensure timely and accurateproduction of regulatory reporting.
Interact andpartner with senior CIB Treasury and business leadership, Controllers, GlobalTreasury, Liquidity Risk Oversight and other related areas to obtain,understand, and analyze information in relation to balance sheet and liquidityimplications for the CIB.
Workindependently and collaboratively and establish close partnerships with keyCIBT stakeholders.
Lead andparticipate in ad-hoc projects as needed by senior management or regulatoryinitiatives.
Keepup-to-date on regulatory developments related to Liquidity impacting CIBTreasury.
Participateon the ongoing process improvements, optimization and rationalization effortsrelated to Balance Sheet and Liquidity.
Bachelordegree required, minimum 2+ years of working experience in Finance withemphasis in analytical work
Stronganalytical, creative thinking and problem solving skills. Comfortable inbuilding models and managing large amounts of data and identifying takeaways
Goodunderstanding of finance and financial markets and on and off balance sheetproducts especially for products related to market business (e.g., primebrokerage, secured funding, etc.)
Knowledgeof liquidity risk regulations and implication associated with products
Stronginterpersonal and communication (verbal and written) skills. Ability to presentinformation in a clear, concise and effective manner
Ability towork effectively with senior management
Organizedand able to execute responsibilities with limited supervision and takingownership of tasks at hand
Solid workethic, good business sense, and demonstrated initiative
Ability towork under pressure, prioritize multiple tasks and bring them to completion
Strongcomputer skills, particularly in Excel, PowerPoint, Word and Access JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.
Balance Sheet Analytics - Interest Rate Risk Modeler
Your role: Are you an expert on interest rate risk? Do you understand Asset Liability Management?
Do you know how model, configure and run QRM ALM analytics? We’re looking for someone like that to: – take a hands-on production role in actively configuring and running QRM, working with large data sets and reporting output – take on project responsibilities entailing QRM related build activities for additional balance sheet products which include, procurement of new and enhanced position data feeds, Streamlining data input and reporting output, Developing modeling assumptions and methodologies, Working on model documentation and interacting with internal model validation units – Actively work with internal partners in Treasury, ALM, and business units on various analytical modeling initiatives
What we offer: Together. That’s how we do things.
We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance. Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).
Take the next step: Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients.
Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way.
Does that sound like you? Then you have the right stuff to join us. Apply now. Disclaimer / Policy Statements: UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your team: You’ll be working in the Treasury Risk Control U.S. Balance Sheet Analytics Team in Stamford Ct. We are responsible for balance sheet modeling, monitoring and reporting over various Group Treasury activities in the Americas region.
Your experience and skills: You have: –2 to 7 years of experience in an ALM/Treasury/Balance Sheet Management/Finance/Risk or Product Control capacity –experience with QRM balance Sheet management system or similar ALM system is preferred –knowledge and understanding of Statistics and Behavioral Modeling concepts is preferred –strong quantitative finance experience, knowledge of interest rate markets and financial products –proven analytical skills, as well as excellent written and verbal communication skills –BA/BS in Finance/Mathematics/Economics or similar discipline with graduate degree preferred You are: – able to work within a large team and deliver results – a great communicator (and you know how to handle challenging situations)
About us: Expert advice. Wealth management.
Investment banking. Asset management. Retail banking in Switzerland.
And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us? Job Reference #:
164878BR Business Divisions:
Title: Balance Sheet Analytics
- Interest Rate Risk Modeler
Full Time Country / State: United States
Function Category: Risk
Test And Balance Technician
Go BEYOND where you are today with a career at Lee Company! Lee Company, a $225 million mechanical contracting, facilities, and home services company, was founded in 1944 and is the largest mechanical contractor in Tennessee with over 1,200 employees. Among its many recognition's, Lee Company was recently honored as the Associate General Contractors 2015 Subcontractor of the Year ($10M+ category), ACCA’s 2017 Residential Contractor of the Year, and by the _Tennessean_newspaper as Tennessee’s 2017 Top Work Place – Large Company. What we are proud to offer you
:* Medical, Dental, and Vision * FSA, HRA, or HSA * Basic Life & AD&D; Insurance
Voluntary Life Insurance
Short and Long-Term Disability
Accident & Critical Illness coverage
Home & Auto Discounts * 401(k), Vacation, Sick Time, and Holiday Pay
Full-Time Work – Nothing Seasonal…We Hire to Retire! * Free NCCER Training and Certification through Lee University In addition to our core benefits package, Lee Company employees also receive Chaplain services, an Employee Assistance Program, Will Preparation Services and Healthy Rewards at no cost. Lee Company is driven by family values and strives to create an environment where employees can thrive. We are looking to add to our family through the following position:
Test and Balance Technician
Works on a team delivering the successful completion of a Test and Balance project.
Essential Duties and
* Assist lead technician in the documentation of the test and balance report.
Maintains internal and external customer satisfaction by promptly responding to requests and communications
Keeping track of time card information and expense reports
Expand knowledge through self study and through company sponsored training programs
Understand the implications of material and labor planning decisions as they affect the financial success of the project
Follow all internal and external safety policies
Other duties may be assigned
Education and Experience Required: * Required is a High School diploma or greater.
Physical Demands and Working Conditions: The physical activities described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions and expectations. Individuals may need to ride or drive in a vehicle for 2 or more hours at a time depending on position. Individuals working at an outside job site may be exposed to varying temperatures including very hot (above 90 degrees F) or very cold (below 32 degrees F) and all weather conditions. Individuals may be exposed to: cramped work spaces, contaminants, extremely bright or inadequate lighting conditions, exposure to sounds and noise levels that are distracting or uncomfortable. Performing this job requires frequent use of hands to handle, control or feel objects, tools or controls. Must be able to sit, talk, hear, and stand frequently throughout the day. Must be able to climb, reach above shoulder height, stoop, kneel, crouch or crawl frequently. The position occasionally may require lifting heavy objects (up to 75 pounds) and performing strenuous physical labor under adverse field conditions. Individuals may occasionally be exposed to hazardous conditions, high places and /or hazardous equipment. May work with or around chemicals that require knowledge of a safety data sheet. Find us Online: Check out our career page here: http://www.leecompany.com/careers/ YouTube Channel: https://www.youtube.com/user/LeeCompany Facebook: https://www.facebook.com/LeeCompany/ Twitter: https://twitter.com/leecompany LinkedIn: https://www.linkedin.com/company-beta/91937/
Db/Dc Plan Administrator (3+ Yrs. Cash Balance Experience)
Serve as a resource to plan sponsors and financial advisors for matters related to defined benefit (DB) and defined contribution (DC) plan compliance and governmental reporting. Use experience and knowledge to serve as a resource to internal associates. Defined benefit plans will include Cash Balance plans, as well as traditional DB plans. This position serves as the retirement plan expert on DB and DC plans on testing, 5500, loans and distributions and understands plan provisions and can assist on plan operation.
Job Functions, Essential Duties and Responsibilities
- Provide superior customer service, including problem solving with minimal inconvenience to clients
- Provide effective and timely verbal and written communications in a clear, concise and informative written manner
- Assist the client with all initial and ongoing plan questions
- Assist the client in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
- Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions
- Responsible for all aspects of actuarial valuation reports, participant statements, Annual Funding Notice, and AFTAP preparation
- Review or perform, as needed, the annual testing for plans, including Top Heavy, 410(b), 415, 401(a)(26), and deductibility
- Prepare benefit calculations and review distribution paperwork
- Review loan paperwork and coordinate processing of loans with asset holder
- Review or prepare Form 5500, draft Schedule SB for actuary, and coordinate with plan sponsor to help ensure timely filing
- Review or prepare annual PBGC premium filings
- Assist in preparation of PBGC termination filings
- Assist auditors if a plan is subject to an annual audit
- As applicable, work with the Chief Actuary, or independently to coordinate and oversee activities that will ensure timely and accurate completion of a large book of business
- Responsible for protecting, securing, and proper handling of all confidential data held by Ingham Retirement Group to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to our clients
- Our core values of integrity, transparency, fairness, professionalism, quality and personal growth should be visible in your actions on a day-to-day basis showing your support of our organizational culture
- Assist with other tasks and projects as assigned
Experience, Skills, Knowledge Requirements
- Bachelor’s degree required. Math, economics, actuarial sciences or related degree preferred.
- A minimum of 5 years of experience as an ERISA DB and DC plan administrator, including at least 3 years of cash balance plan experience
- Experience in analysis of financial data required
- QPA, QKA or at least 2 actuarial exams preferred
- Experience in Relius and DATAIR software required
- Experience in ProVal and FT Williams software preferred
- Strong Word, Excel, and Outlook skills
- Strong written and oral communication skills
- Strong analytical and problem solving skills
- Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters
We are proud to be an Equal Opportunity Employer.
Compensation in line with capabilities.
What makes working at Ingham Retirement Group so rewarding?
- Generous PTO (Paid Time Off) Policy
- Healthy Work-Life Balance
- Medical, Dental & Vision Benefits
- 401(K) Plan Participation
- Stimulating Working Environment
- Professional Development Encouraged
- Business Casual Dress
- Company sponsored team building activities
Tabb Certified Hvac Balance Technician
We are looking for a TABB Certified HVAC Balance Technician to join our team!
- Run small crew of men using equipment for start up of HVAC systems.
- Previous experience in HVAC or other related fields
- Familiarity with HVAC wiring diagrams
- Ability to handle physical workload
- Strong problem solving and critical thinking skills
-Health Insurance (including Dental and Vision)
-Training and Certifications
-Staff dedicated to keep you working
-Contractually guaranteed wages and working conditions
-Representation on the job
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