Conduct underwriting, including diligence on information, support in structuring the deal, overall credit approval package preparation and closing (documentation and booking). Support proactive portfolio management by reviewing financial and other information (both externally and internally prepared) to properly assess client situations and risk. Participate in client mee

Speak with borrowers to assess their loan requirements. Consult with clients on loan options that are best suited for their needs, clearly present benefits and options. Be the go to person for the borrower throughout the loan application process. Ensure a seamless and smooth process for the client by building a strong partnership with the operations team. Utilize technolo

Overseeing client delivery and satisfaction in Tax Filing. This includes ensuring timely and accurate responses to clients and partner teams. Additionally, it involves resolving escalations promptly and representing Tax Filing effectively in client meetings. Monitoring and auditing tasks to identify trends and improvement opportunities. You will lead process enhancement e

VP Small Business Lending Business Development Officer I (Remote) Job Location US TX Austin | US UT Salt Lake City | US WA Kent Type Full Time Overview Work Arrangement This is a remote position and can be located anywhere in the U.S.A. Originate business for the bank suitable for loan generation of Small Business Administration 7a, Express, 504 and USDA loans. Gather app

Provide strong subject matter expertise on regulations and procedures governing the conduct of the company's business, including those relating to Federal Acquisition Regulations (FAR), Defense Federal Acquisition Regulation Supplement (DFARS), and government contracting . Support contract negotiation and recommend revisions to agreement templates as a subject matter expe

More than 130 years ago, we started with core values that never go out of style listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past five years. With more than $16 billion in assets and over 150 locations throughout Washington, Oregon, Idaho,

POSITION SUMMARY This position is responsible for acquisition, retention and expansion of new and existing customer relationships. The CSR II provides exceptional customer service by taking ownership of the customer experience from introducing the customer to HomeStreet Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appr

Maintain up to date knowledge of all applicable regulations (BSA, CIP, OFAC, Deposits), association policies and procedures, and industry best practices. Ensure all transactions are uploaded daily into the automated monitoring system. Research and close alerts and escalate potential suspicious activity to management. Track, update and monitor open cases, ensuring that BSA

The essential functions of the job include, but are not necessarily limited to, the following Operational oversight for a branch location, ensuring compliance with all branch operations policy and procedures Research and resolve transaction/cash discrepancies Hiring, supervision, and performance management of service line associates Processing transactions accurately and

MiTek is looking for an experienced Truss Designer who is interested in learning developing software skills to join our Technical Support team. In this role you would be responsible for providing technical assistance to customers and internal users in support of complex Structural Engineering, CAD, and Business Management applications within the MiTek Software Suite. Answ

The Core Tax Services Manager is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Core Tax Services M

Level Management Job Location LakewoodWA Lakewood, WA Position Type Full Time Education Level High School Diploma or equivalent.   Salary Range $75,200.00 $112,800.00 Salary Travel Percentage Negligible Job Shift Monday Friday, 1/2 Day Saturday's Job Category Finance Description Sound is looking for... A VP/ Branch Manager for our Lakewood location to lead a strong te

Demonstrated success with new customer acquisition through independent outside sales activities. Drive revenue growth by selling our full suite of payment products and services with a focus on ACH, Remote Deposit, Credit Card issuance, Merchant Services, and payroll services. Demonstrated success in assessing your client's needs, recommending effective strategies, negotia

POSITION SUMMARY This position is responsible for acquisition, retention and expansion of new and existing customer relationships. The CSR II provides exceptional customer service by taking ownership of the customer experience from introducing the customer to HomeStreet Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appr

The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners. Job Duties Performs tax planning, preparation and research for pass through entities (S corps, LLCs, Partnerships) and the business owners' individual returns, which may include estates, trusts and charitable entities