Balance Recesser Job Description Sample
Senior Analyst: Balance Sheet Planning Innovation
McLean 1 (19050), United States of America, McLean, Virginia
At Capital One, we're building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We are succeeding because they are succeeding.
Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We believe that innovation is powered by perspective and that teamwork and respect for each other lead to superior results. We elevate each other and obsess about doing the right thing. Our associates serve with humility and a deep respect for their responsibility in helping our customers achieve their goals and realize their dreams. Together, we are on a quest to change banking for good.
Senior Analyst: Balance Sheet Planning Innovation
Capital One's Balance Sheet Planning Innovation team is seeking a highly motivated, talented, and collaborative professional to join the group as a Senior Analyst. The Planning Innovation Team blends the disciplines of balance sheet management, financial planning, and funds transfer pricing. The team is responsible for forecasting the total company net interest income (NII) and net interest margin (NIM). The team also develops NIM and NII analytics to provide management guidance and to aid company strategy development. The team partners with the company's business lines on transfer pricing, understanding business dynamics and implications of business decisions to the overall balance sheet. Finally, the team also has NII forecasting oversight of Corporate Treasury, which includes the Investment Portfolio, Corporate Debt, and Derivatives. The team's primary forecasting and analysis tool is QRM.
The Senior Analyst position will work with other teams within Balance Sheet Management, as well additional partner teams within Finance, Tech, and our Business Lines on monthly outlook and actuals processes, as well as annual processes such as Annual Budget, Long Term Finance Plan, and stress testing. The role requires exceptional problem solving, innovation, analytical and communication skills. The successful candidate must demonstrate the ability to establish and maintain strong partnerships across multiple teams to understand business strategies and their implications on FTP and Treasury P&L. We expect our analysts to leverage new technologies to simplify and automate our processing functions.
Major Responsibilities Include:
Partnering with the team to drive execution and automation of our processes
Creation of reporting and analysis tools in QRM, management accounting systems, and visualization tools (e.g. Tableau)
Investigating drivers of change for an array of NII-related metrics
Building and enhancing models and methodologies within QRM
Supporting stress testing processes
Bachelors degree or military experience
At least 1 year of experience within a financial institution
1+ year of banking experience within treasury function
1+ year of experience in asset/liability management
1+ year experience with quantitative risk management (QRM)
1+ year experience in financial statement analysis
Chartered Financial Analyst certification or Financial Risk Manager certification or Certified Public Accountant designation
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
Credit Balance Specialist
MEDNAX has grown from a single medical practice to a trusted health solutions partner with more than 10,000 employees and a presence in 50 states. Through our family of companies, we provide:
- physician services spanning the continuum of patient care
- revenue cycle management solutions
- performance improvement consulting
We invite you to grow with us and help shape the future of health care.
The Credit Balance Collection Specialist is responsible for timely and accurate resolution of credit balance audits, refund requests, daily credits created, and complex debit balance audits. Audit responsibilities include: determining primary, secondary and tertiary insurance; verifying provider participation status; reviewing EOB's; identifying overpayment reason; completing audit documentation; telephone contact with payers, third parties and guarantors; identifying payer credit balance trends; meeting departmental performance standards. Performs required tasks on GPMS, Master Database, Excel and Word, utilizing 10-key calculator and basic Accounting mathematics.
Review queues, reports and correspondence that identify patient accounts to be audited.
Review all Collections Plus and F9 notes that exist in the account history.
Apply Birthday Rule or contact payers to determine eligibility and the correct primary, secondary and tertiary insurance.
Based on EOB's and GPMS transaction history, verify that insurance paid appropriately and what patient responsibility may be due.
When EOB's or GPMS transaction history are unavailable, contact payers, guarantors or third parties to request verification of PTR, refund amount or refund entity address.
When a carrier has overpaid, use established procedure to determine the correct GPMS transactions that will resolve the overpayments.
Complete audit documentation package including adjustment form, poster instructions, letter, check request and any other supporting documentation as per policy.
Rebill, or advise appropriate parties to rebill, any unpaid dates of service that result from requested adjustments.
Within established policy and procedure, must clearly and completely document all information relevant to the audit in a manner consistent with permanent legal records.
Responsible for ensuring the integrity of all documented notes that are contained in the patient account records, including, at time of audit, the responsibility to correct or clarify any previously documented information.
Telephone or written contact with payers, guarantors, third parties and Patient Accounts.
Payers, guarantors and third parties will be contacted by telephone when additional information is needed to complete an audit.
Appropriate form letters will be sent when refunding or denying a refund.
Custom letters will be completed for complex or highly detailed responses.
Excel spreadsheets will accompany multiple patient audit responses and refunds that exceed $10,000.00.
Efficient and positive customer service will be provided on the telephone, in writing and to our co-workers in Patient Accounts.
Identifying credit balance reasons and trends.
Document notes with the reason for credit balance creation.
Researches and notifies management of trends in credit balance creation.
Accounts will be timely and accurately audited within established departmental quality guidelines, applying all appropriate policies and procedure.
The number of accounts audited will meet or exceed departmental productivity standards.
For a rotating period, each auditor will be fully responsible for one audit workflow: credit balance audits less than $5000.00; refund requests; daily CBC's.
Each auditor will share the responsibility for workflows as distributed by the manager: credit balances greater than $5000.00; complex debit balance audits.
Overtime may be mandatory in some situations.
Effectively utilizes the following systems or processes to complete audits:
EOB's and Imaging
Basic MS Word
Basic MS Excel
Departmental Policy and Procedure
Maintains an up-to-date personal binder containing: updated Training Memos; policy e-mails; payer updates; minutes and handouts from Patient Accounts Monthly Meetings; letter templates with file addresses.
Consistently applies current policy and procedure to all audits.
Advises management when additional policies may be needed to support audit activities.
Maintain strict confidentiality in accordance with HIPAA regulations and Company policy.
Any patient private health information (PHI) must not be divulged on any account except to payers that need the information in order to process the claim for payment.
Presents a positive, professional appearance and conveys a professional demeanor in the performance of assigned duties.
Performs other job-related duties within the job scope as requested by management of Patient Accounts.
Embodies the principles of the corporate Mission Statement and Philosophy at all times.
Represents the corporation in a positive fashion and makes all individuals feel as comfortable as possible.
Conducts all business in a professional manner maintaining respect for individuals at all times.
Complies with departmental and company-wide policies and procedures.
Maintains constant awareness of potential safety hazards insuring necessary safety precautions.
Reads and complies with established policies and procedures.
Associate's degree (A. A.) or equivalent from two-year college or technical school; or one to two years related experience and/or training; or equivalent combination of education and experience.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to calculate figures and amounts such as discounts and percentages.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Ability to define problems, collect data, establish facts, and draw valid conclusions.
MEDNAX IS AN Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status
Balance Technician-Exp. In Overhaul Shop Environment
Performs static and dynamic balance test and final assembly on overhaul main rotor and tail rotor Blades. Tasks include weighing and performing static balance tests, calibration, leak check, safety wire, etc.
This list of responsibilities is not exhaustive and the employee may be required to perform duties outside of this as directed by supervisor.
Candidate must successfully complete FAA drug screening test and have no violations of FAA agency regulations documented in the records of drug and alcohol testing carried out by previous employers during the previous two years. This position is a safety sensitive position covered FAA, subject to ongoing random drug and alcohol screening program. This includes being tested for Marijuana, Cocaine, PCP, Opiates & Amphetamines or a metabolite of these drugs.
High School or GED equivalent.
Must have 2+ years' related experience within an overhaul shop environment.
Must be able to lift 25lbs on a regular basis using proper lifting techniques
Must be able to bend, stoop, stand and/or sit for extended periods
Treasury Balance Sheet Management Associate
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system.
At Regions, the Treasury Balance Sheet Management Function Manager will aid in the process that supports the company's effort to manage balance sheet strategies inclusive of capital, liquidity, Asset/Liability, and investment portfolio management. The associate will collaborate amongst the Treasury disciplines to help the company execute on key strategic priorities. This position is a subject matter expert on asset/portfolio management, capital markets, and capital management.
Assists with build out of credit related asset classes (i.e Collateralized Loan Obligation or CLOs) within the bank's discretionary fixed income portfolio and may assist with the residential whole loan portfolio
Works with Treasury management to optimize the balance sheet and capital and assists with rating agency and regulatory capital constraints
Strategizes to develop securitization capabilities to assist with efficiently managing capital and liquidity
Assists with strategic planning with respect to capital adequacy, deployment, and planning
Contributes to the management of the Comprehensive Analysis and Review (CCAR) and/or stress testing/scenario planning.
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
Bachelor's degree in Finance, Accounting, or related field
Ten (10) years in portfolio, capital, and/or liquidity management
- Chartered Financial Analyst (CFA)
Skills and Competencies
Strong familiarity with finance, treasury, capital markets
Strong analytical skills and attention to detail
Excellent written and oral communication skills
Advanced skills using Excel, Access, and PowerPoint
- Potentially contribute to the management of the company's Small Business Investment Company (SBIC) portfolio
Sr. Tax Manager / Work Life Balance
I provide the ability to learn more about this opportunity before applying!
Questions before you apply?
Feel free to send a Text: 828-355-4130 or email: firstname.lastname@example.org to Joel Riet.
Please to "NY Sr. Manager" so I know which search you're referring to.
International Sr. Tax Manager
Near White Plains, NY
Financially Stable Global SEC Company:
Our client is a very diverse and complex Fortune ranked company with a large international presence.
WORK LIFE BALANCE & Diverse International tax issues:
- This tax department holds a high emphasis on work/life balance including flex days, "half-day Fridays" and the potential to work from home one day a week.
- Work closely with a kind and knowledgeable seasoned International Sr. Tax Director who will take great pride in providing close mentorship and helping you develop your tax skills.
- Be involved with a company that has exciting new developments internationally, you'll be involved with a variety of process improvement and tax reform projects working with teams.
- Plenty of room for upward growth and have a long career path with a large Fortune 50 company.
- This position will assist in leading the US International Tax function including the US international tax compliance process, tax provision/forecast on taxes, calculation of taxes, analyzing BEAT for 2019
- Projects and tax planning for GILTI/FDII preparation of FTC tax pools, FDII.
- Oversight of FTC and Tax Pools and Sub F forecasts.
- You'll also be involved with special projects working with legal and reporting teams on Tax planning, Audits and Implementing a new software package for 2019.
- Bachelor’s Degree in Accounting or equivalent is required, CPA or MST is a plus but not required.
- Must have 7 - 10 years of US International tax exp in a large corporation or Big Four Public Accounting.
Credit Balance Specialist
Providence St. Joseph Health is calling a Credit Balance Specialist to Revenue Cycle your our location in Liberty Lake, WA.
We are seeking a team member who enjoys details and working in a collaborative environment.
In this position you will:
Provide accounting and clerical support to the Accounting Department.
Accurately and efficiently maintain files, including filing of general ledger journal vouchers, accounts payable documentation, and other miscellaneous filings.
Respond to requests for information and resolve accounting discrepancies.
Required qualifications for this position include:
High School diploma or equivalent.
Minimum one year related experience, including use of computerized accounting system.
Preferred qualifications for this position
- Familiarity with basic bookkeeping procedures.
About the department you will serve.
One Revenue Cycle (ORC) is the name adopted to reflect the Providence employees who work throughout Providence Health & Services (PH&S) in revenue cycle systems and structures in support of our ministries and operations in all regions from Alaska to California. ORC's objective is to ensure our core strategy, One Ministry Committed to Excellence, is delivered along with the enhanced overall patient care experience (know me, care for me, ease my way) by providing a robust foundation of services, operational and technical support, and the sharing of comprehensive, relevant, and highly specialized revenue cycle expertise.
Credit Balance Specialist Virtual
Parallon believes that organizations that continuously learn and improve will thrive. That's why after more than a decade we remain dedicated to helping hospitals and hospital systems operate knowledgeably, intelligently, effectively and efficiently in the rapidly evolving healthcare marketplace, today and in the future. As one of the healthcare industry's leading providers of business and operational services, Parallon is uniquely equipped to provide a broad spectrum of customized revenue cycle services.
Credit Balance Specialist
Job Summary – The Credit Balance Specialist if responsible for resolving credit balances in accordance with the Explanation of Benefits (EOB) or other payment documentation, including processing refunds as appropriate. The Specialist also performs research to accurately resolve credit balances on patient accounts.
Supervisor – Credit Balance Manager
Supervises – None
Duties (included but not limited to)
Research assigned credit balances, identify reason for credit balance, and resolve in an accurate and timely manner in compliance with departmental policies and procedures
Complete refund requests as appropriate
Correct posting errors as appropriate
Enter refund transaction detail into appropriate system to accurately reflect approved transaction
Maintain appropriate documentation and refund records
Meet and maintain established departmental performance metrics for production and quality
Maintain working knowledge of workflow, systems, and tools used in the department
Practice and adhere to the "Code of Conduct" philosophy and "Mission and Value Statement"
Other duties as assigned
Knowledge, Skills, and Abilities
Communication - communicates clearly and concisely, verbally and in writing, utilizing proper punctuation and correct spelling
Customer orientation - establishes and maintains long-term customer relationships, building trust and respect by consistently meeting and exceeding expectations
Interpersonal skills - able to work effectively with other employees, patients, and external parties
PC skills - demonstrates proficiency in Microsoft Office applications and others as required
Policies & Procedures - demonstrates knowledge and understanding of organizational policies, procedures, and systems
Basic skills - demonstrates ability to organize, perform and track multiple tasks accurately in short timeframes; able to work quickly and accurately in a fast-paced environment while managing multiple demands; able to work both independently and collaboratively as a team player; demonstrates adaptability, analytical and problem solving skills, and attention to detail; and able to perform basic mathematical calculations, balance and reconcile figures, and transcribe accurately
High school diploma or GED required
Minimum one year related healthcare experience preferred, such as accounts receivable follow-up, insurance follow-up, insurance posting, professional medical/billing, medical payment posting, and/or cash application. Relevant education may substitute experience requirement. Prior experience reading and interpreting Explanation of Benefits (EOB) preferred
Physical Demands / Working Conditions– Requires prolonged sitting/standing, some bending, stooping, walking and stretching. Requires eye-hand coordination and manual dexterity sufficient to operate a keyboard, photocopier, telephone, calculator and other office equipment. Requires normal range of hearing and eyesight to record, prepare and communicate appropriate reports or other information. Requires lifting papers/boxes and pushing/pulling up to 25 pounds occasionally. Work is performed in an office environment or hospital setting. Work may be stressful at times. Contact may involve dealing with angry or upset people. Staff must remain flexible and available to provide staffing assistance for any/all disaster or emergency situations.
OSHA Category– The normal work routine involves no exposure to blood, body fluids, or tissues (although situations can be imagined or hypothesized under which anyone, anywhere, might encounter potential exposure to body fluids). Persons who perform these duties are not called upon as part of their employment to perform or assist in emergency care or first aid, or to be potentially exposed in some other way.
Senior Vice President, Balance Sheet Management Senior 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: Yes, 10 % of the Time
Job ID: 19012217
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.
Citi's Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.
Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.
Treasury Global Liquidity Management (GLM) provides oversight and analysis of Citi's liquidity position. The team is responsible for monitoring, forecasting, managing and reporting on Citi's liquidity position, and works with all levels within the company to establish and implement liquidity initiatives to improve Citi's liquidity profile and risk management processes. In this capacity the team influences strategic and tactical decisions that impact liquidity at the aggregate and entity level and assists with coordination of funding across businesses and legal entities. In coordination with Planning & Analysis and Treasury Capital Management, Central Resolution and Recovery team the team ensures a consistent view of the balance sheet, liquidity and capital management. In addition, the team works with country and business treasurers to implement funding and liquidity plans for each country / entity. Finally, the team maintains an active and open dialogue on liquidity matters with regulators, rating agencies, investor relations and industry groups, and provides training on asset and liability management to our constituents.
The Liquidity Solutions team is the implementation and infrastructure arm within GLM and acts as the business representative in implementation and transformation projects related to liquidity management and reporting. Acting in close coordination with the Finance Infra Structure, Technology and Operations the group defines business requirements for new developments such as assumption changes, creation of new metrics, reporting enhancements, development of business intelligence tools and dashboards. Additionally, by holding the data expertise the group acts as a critical contributor in the most strategic projects supporting regulatory feedback and/or internal business developments.
The individual will be involved in key priorities for 2019 including, but not limited to the Liquidity Transformation initiative intended to rebuild from scratch the systemic infrastructure supporting FR2052a (5G), the roll-out of the Net Stable Funding Ratio (NSFR) and the redesign of Citi's internal Long Term Stress Metric (S2). Liquidity Infrastructure is one of the top three priority for the Citi Treasury this year and therefore this position will offer an exceptional level of senior management exposure.
In this role the individual will be in charge of Derivatives work stream, acting as a team leader for a small team and representing GLM in large cross-functional projects involving partners across Treasury (Business and Legal Entity Treasurers), Risk, Infrastructure, Technology and Operations.
The individual will act as liaison between key stakeholders in Treasury and our cross-functional partners by understanding the business needs, conducting and communicating financial impacts, conceiving the necessary proof of concept tests, framing the requirements for Technology and following through the implementation of the strategic solutions including UAT testing and sign-off.
Support the overall liquidity reporting change management process from data sourcing to report output, for both new reporting capabilities and existing capabilities undergoing enhancement
Partner with Treasurers and end users in the FRSS to understand pain points in existing reporting operations and seek solutions that deliver measureable benefits; foster an environment of continuous improvement
Partner with colleagues in Treasury, FRI, Data Services and O&T on responses to regulatory requests, ensuring consistent communication across the firm
Support the development of scalable solutions in anticipation of future regulatory reporting requirements
Review and sign-off on Minor Development Documents (MDD)
Employ best practices in developing business requirements documentation by interviewing subject matter experts in various domains (Technology, Treasury business, Financial reporting and Controllers)
Ensure the groups operate in a well-organized and auditable framework that will satisfy Internal Audit and Regulatory reviews
Conduct necessary testing and provide signoffs on the implemented solutions
Citi has a well-established Broker Dealer business and engages in complex derivative transactions. This role will require special matter expertise on derivatives and collateral management as the individual will have to interface with the corresponding business desks and treasury teams. Additionally, the individual and their team will have to build knowledge of the regulatory and internal liquidity requirements applicable to derivatives, margin management and downgrade impacts, including business stress test assumptions and applicable US and local regulations.
Minimum Bachelor's Degree; Graduate level degree a plus
6 + years of experience in Financial Services required
Solid knowledge of Treasury function with subject matter expertise in liquidity management including product specific knowledge for banking and broker dealers
Self-starter, strong attention to detail and willingness to, "roll up sleeves" to master the liquidity subject matter at a detailed business level to enhance value add during business requirements discussions
Strong problem solving skills with the ability to identify key issues, gather facts and develop actionable recommendations
Ability to work under pressure in a fast-paced and demanding environment
Prior experience working on regulatory reporting initiatives and interfacing with internal audit and risk control groups is preferred
Experience with process mapping, including understanding the "As Is Process" and designing/outlining the End State process
Diagnostic skills to support production daily processes and responding to issues reported by the business in a fast paced environment that requires immediate decision making and actions to resolve issues.
Defining use cases to articulate new functional software needs and the roles of each class of application usage.
Excellent communication and presentation skills with full proficiency in Microsoft PowerPoint, including past experience creating senior management level presentations.
Advanced proficiency in Microsoft Excel, including graphing pivot tables, reference functions and data analysis
Working knowledge of SharePoint
Rotor Balance Technician
Division: Gas and Power
Business Unit: Service Distributed Generation and Oil & Gas
Requisition Number: 240008
Primary Location: United States-Texas-Houston
Assignment Category: Full-time regular
Experience Level: Entry level
Education Required Level: High School Diploma / (GED)
Travel Required: No
Siemens is a global technology powerhouse that has stood for engineering excellence, innovation, quality, reliability and internationally for more than 165 years. As a global technology company, Siemens is rigorously leveraging the advantages that this setup provides. To tap business opportunities in both new and established markets, the Company is organized in eight Divisions: Power and Gas, Power Generation Services, Energy Management, Building Technologies, Mobility, Digital Factory, Process Industries and Drives, and Financial Services. Siemens is the leading service partner for ensuring high reliability and optimal performance of rotating power equipment within the utility, oil & gas, and industrial processing industries worldwide – as well as for wind turbines. Siemens' extensive national network of service technicians is able to quickly and comprehensively offer expert service to maximize the lifecycle of power generation equipment, helping to ensure reliability and prevent downtime.
For more information, please visit:
How can you help us shape the future?
We're looking for dedicated people with the skills and vision to build a better tomorrow. Join our team as a Rotor Balance Technician where you will be responsible for the disassembly, inspection, recording of as found conditions, repairs, reassembly and dynamic balance of OEM and Non OEM centrifugal compressor rotors and steam turbine rotors. You will work as part of a team within a team to ensure that all projects are completed safely, correctly and meet or beat customer expectations. Part of your duties will be to follow and promote all safety and quality directives in support of Siemens commitment to being the industry's" Premier Service Provider". You will be assigned to work 1st shift at our facility located in Houston, Texas.
What do you need to qualify for this role?
High School diploma or equivalent
A minimum of 5 years job related experience
Proficient in the use of Schenk Cab 920 instrumentation or equivalent
Greater than average reading, writing and arithmetic skills required
Ability to read and comprehend mechanical drawings, written procedures and or verbal directions.
Proficient use of precision measurement tools. CMM experience a plus.
Completion of Dresser-Rand, Siemens or peer companies formal apprenticeship program or company training program.
What are your responsibilities?
Receives instructions, prints, and work routers for the project. Reviews details of working procedures, tools and material requirements.
Disassembles and Assembles work piece(s) using cranes, hand tooling, heating and cutting equipment.
Perform detailed inspection and verification of components with mechanical drawings.
Creates a clear and precise written description of component conditions.
Repairs rotor components by grinding, blending, alignment and or other approved methods.
Assembly and low speed balance of rotor and or rotor components in compliance with written or verbal procedures.
Compiles and completes all project associated documentation for final report.
Maintains equipment, tooling and work area clean, orderly and secure.
Qualified Applicants must be legally authorized for employment in the Unites States. Qualified Applicants will not require employer sponsored work authorization now or in the future for employment in the United States.
Assistant - Small Balance Loans
Schedules and organizes complex activities such as meetings, travel, conferences and department activities.
Coordinates corporate board meetings and conferences, maintains board meeting records.
Establishes, develops, maintains and updates financial record keeping.
Sorts and distributes mail. Drafts written responses or replies by phone or e-mail when necessary. Responds to regularly occurring requests for information.
Answers phones, takes messages and fields/answers all routine questions.
Acts as a liaison with other departments and outside agencies, including high-level staff.
Types and designs general correspondence, memos, charts, tables, graphs, business plans, etc. Proofreads copy for spelling, grammar, and layout, making appropriate changes. Responsible for accuracy and clarity of final copy.
Answers non-routine correspondence and assembles highly confidential and sensitive information.
Other duties as assigned.
Education and Experience
- 2+ years of administrative experience in a corporate environment.
Knowledge, Skills, and Abilities
Strong business knowledge and ability to prioritize work as well as to find solutions to various administrative problems.
Excellent attention to detail, judgment, and dependability, including the ability to meet deadlines.
Candidate must possess high level of interpersonal skills to handle sensitive and confidential information.
Ability to interact professionally and diplomatically with a diverse group of external and internal contacts.
Strong working ability with Microsoft Office applications including Word, Excel and PowerPoint.
Walker & Dunlop is an equal employment opportunity employer and does not discriminate based on race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, genetic information, or any other characteristic protected by applicable law.
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