35 Finance jobs

The role is providing financial support and insights to the North America Application Cloud Renewals Sales organization.  He/she will be a critical interface between the Finance team, Operations, and the Cloud Renewals team. He/she will be expected to leverage the global resources of the larger Oracle Financial community to gather information, analyze current and future operational dynamics, and resolve business issues that hinder success.  Successful incumbents will have a business-led approach, capable of understanding key tactical and strategic decisions facing the sales management team and how financial analysis, reporting, and planning can enhance management decision making.  This individual will be strongly motivated and a self-starter.  KEY RESPONSIBILITIES Develop a clear understanding of key business drivers and deliver value add analysis and reporting. Set priorities and understand which analyses and interpretation of results will be...

Provide assistance in the loan origination process from the time the file is approved for work on the Closing Disclosure until purchased by the investor. Verify the loan files meet the TRID disclosure time-frames for Closing Disclosure (CD) signing and closing at the title company in order to avoid last-minute disruptions, delays of the closing date, or compliance errors. Review all closing documentation for accuracy. Daily activities will vary based on volumes and deadlines which require flexibility, the ability to prioritize workload and manage multiple tasks simultaneously. Provide exceptional client service while meeting established Service Level Agreements and upholding First Interstate Bank values. A fully proficient HL Residential Loan Closer I is capable of closing all of the following loan types and/or property characteristics with very little or no assistance: Conventional purchase & refinance Government loans Repair hold-backs...

The primary role of the HL Residential Loan Representative is to provide support and assistance to Mortgage Loan Officers with the collection of the required financial documentation to complete quality mortgage loan transactions. Order appropriate loan documentation and submit the compiled loan file to the HL Residential Loan Processor for validation and completion. Daily activities will vary based on volumes and deadlines which require flexibility, the ability to prioritize workload and manage multiple tasks simultaneously. Provide exceptional client service while meeting established Service Level Agreements and upholding First Interstate Bank values. ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned. Review the loan application received from the Mortgage Loan Officer for completeness and compliance with HMDA and TRID requirements. Work with the MLO and borrower to fill in any gaps. Review the preliminary...

The primary role of the Mortgage Loan Officer Assistant is to provide dedicated support to a high producing ($30M and above) Mortgage Loan Officer at First Interstate Bank.  Priorities include administrative and marketing support to ensure Regulatory / Compliance standards are met by the Mortgage Loan Officer and additional customer growth opportunities are realized.  A successful Mortgage Loan Officer Assistant has a current mortgage industry and/or product knowledge and is able to communicate in a timely and proficient manner.      ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned. Assist with interviewing loan applicants, data/loan application input, submission to various systems for credit and automated underwriting review, negotiates loan terms and conditions, compliant initial loan estimate disclosure, and gathering of all necessary information to submit a complete loan package...

Responsible for the delivery of personalized customer service, by holding financial conversations with clients and prospects to determine needs and provide appropriate solutions. Identify referral opportunities to ensure all of the clients' financial needs are met. Responsible for the maintenance of client relationships, with emphasis on First Interstate Bank’s Service Commitments and in accordance with our vision and values. ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned. Deliver personalized customer service, in person and over the phone, answering client questions, assisting with issues, and offering solutions. May perform teller duties, including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments, and counting currency and coins accurately. Open and maintain a variety of products including consumer and business checking and savings...

Responsible for the delivery of personalized customer service, by holding financial conversations with clients and prospects to determine needs and provide appropriate solutions. Identify referral opportunities to ensure all of the clients' financial needs are met. Responsible for the maintenance of client relationships, with emphasis on First Interstate Bank’s Service Commitments and in accordance with our vision and values. ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned. Deliver personalized customer service, in person and over the phone, answering client questions, assisting with issues, and offering solutions. May perform teller duties, including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments, and counting currency and coins accurately. Open and maintain a variety of products including consumer and business checking and savings...

Collaborates with relationship managers in gathering and evaluating commercial credit-related information on current and prospective customers by preparing written reports of analysis which include in-depth analysis of financial statements, historical and projection-based cash flow and ratio analysis, suggested credit structure, general industry analysis, and identified risks. ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned. Prepares financial spreads for various types of businesses. Analyzes creditworthiness of commercial applicants, and guarantors, as appropriate by reviewing loan applications, spreading historical and projection-based financial statements, calculating cash flows, identifying key risks, and conducting research on borrowers and industries. Analyzes findings and authors a comprehensive report of analysis using a mix of data analysis (charts, formulas, graphs, etc.) and written narrative....

The Commercial Lender is responsible for contributing to the department’s growth and profitability with an extensive focus on business development activities. The employee develops and retains business relationships by meeting the financial services needs of commercial businesses.  Additionally, successfully manages a portfolio of commercial banking relationships. The employee will have extensive contact with customers, vendors, the general public, and bank staff and will interact in a professional and courteous manner, and conduct him/herself in such relationships in a manner that will enhance the overall efficiency and image of the bank.  Essential Functions Meet or exceed loan production goals as set annually by the manager in conjunction with goals set for Glacier Bank annual production. Obtain loan applications and interview clients.  Analyze financial and related data to determine credit worthiness, appropriate pricing, and...

The Construction Assistant provides clerical and administrative support within the department and is responsible for all department processes relating to construction monitoring.  The employee will have extensive contact with contractors, customers, vendors, the general public, and bank staff and will interact in a professional and courteous manner, and conduct him/herself in such relationships in a manner that will enhance the overall efficiency and image of the bank. Essential Functions Provide reception/customer service duties for the Construction Department. Provide clerical support such as filing and data entry. Process Construction checks in a timely manner. Final Completion Certificate Documentation (442’s). Branch Inspection tracking and supporting documentation. Ability to provide clear and concise verbal explanation of department policies and procedures. Evaluate and determine loans in process. Issue disbursement...

The person is responsible for assisting the Real Estate Lenders with various duties for the Real Estate Department.  This person will be expected to have a good understanding of real estate lending so they may assist with marketing, loan applications and loan processing responsibilities associated with the documentation and posting necessary in granting credit to the Bank's borrowers.   Employee will have extensive contact with customers, vendors, the general public, and bank staff and will interact in a professional and courteous manner, and conduct him/herself in such relationships in a manner that will enhance the overall efficiency and image of the bank. Essential Functions Greets Real Estate customers and schedules appointments for Real Estate Lenders. Receives calls and answers questions from originators while carrying out exemplary Customer Service. Takes applications occasionally to assist Real Estate Lenders. Works on...

Evaluates the organization's jobs, documenting responsibilities and requirements in job descriptions. Contributes organizational data to, and analyzes results of, compensation system. Conducts market analysis of company jobs to determine competitive positioning of the organization's pay programs. Participates in annual salary administration programs, including salary structure creation and maintenance and development of incentive or salary increase budgets. Participates in the administration of annual incentive and salary increase programs. Develops, recommends, and writes compensation program policies and procedures. Generate reports and conduct analyses utilizing the Compensation system, and maintain updated and organized compensation-related documents, standard forms, and files. The entry rate for this position is $63,044.80 per year  (calculated for Kalispell, MT).   All compensation offers are analyzed individually and take into consideration multiple...

Western Security Bank is recruiting for a Real Estate Loan Assistant.  The position requires extensive customer service skills, a positive attitude, expressed enthusiasm, and the ability to work well with others and in a team environment. Will work directly with realtors, loan customers, and processing department members on a daily basis. Must have a thorough knowledge of the Bank’s practices, procedures, policies, and documentation requirements associated with the various loan programs. Must have the ability to meet critical deadlines, effectively prioritized tasks at hand, have a high degree of detail orientation as well as customer service skills that promote the vision and mission of WSB.  Will demonstrates a high degree of accountability through the utilization of skills, knowledge, and actions that protect the assets of Western Security Bank and its customers. NATURE AND SCOPE OF POSITION: A single incumbent position reporting to the assigned...

The Mortgage Loan Originator (MLO) position is responsible for originating residential mortgage loans.  Specific focus will be on obtaining loan applications, business development, interviewing clients, analyzing financial and related data, determining appropriate pricing and loan structure, and making appropriate loan decisions. Requires the ability to comply with all regulatory and compliance guidelines. Responsible for identifying and cross-selling all Loan and Deposit products and services.  Must be team and sales oriented and have excellent communication and interpersonal skills.  Requires self-direction, tact, diplomacy, and a clear, courteous, and professional manner when dealing with the public and other employees.  Self-starter with the ability to adapt to change, work under pressure, and attention to detail. The position requires exceptional customer service skills, a positive attitude, and expressed enthusiasm.  NATURE AND SCOPE OF...

At Wipfli, people count Our people are core to everything we do — the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly, from all. People matter here and they feel it. And we value curiosity.  Curious is more than a personality trait. It’s a way of thinking. Of learning. Of working. There’s purpose in this wonder. It makes us better. It makes us Wipfli. If you want to be in an environment where you can make a difference — and make a professional home — Wipfli is the place for you. Responsibilities:  Manage expectations effectively through clear and continuous communication with the client and/or other accountants Maintain the primary direct relationship with assigned clients, meeting with each client at least quarterly Review...

At Wipfli, people count Our people are core to everything we do — the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly, from all. People matter here and they feel it. And we value curiosity.  Curious is more than a personality trait. It’s a way of thinking. Of learning. Of working. There’s purpose in this wonder. It makes us better. It makes us Wipfli. If you want to be in an environment where you can make a difference — and make a professional home — Wipfli is the place for you. Responsibilities:  Manage day-to-day financial reporting accuracy for assigned clients utilizing available tools to ensure efficient client workflow and on-time processing of client information Provide assistance with more complex general...

Purpose and Scope of Position The Financial Accountant (FA) will serve as the organization’s principal financial analyst under the direction of the Chief Financial Officer.  They will ensure the accuracy of source data, preparation of reports within WDS reporting software, and analyze the data product for aberrations and trends that may impact the organization.  In addition, they will serve as the financial reporting ombudsman for other departments, as prioritized by the CFO. Organizational Relationship  The responsibilities of the Financial Accountant will be assigned by the CFO, but in many of the processes, they will work closely with the Controller as the source of much of the financial data, and other departments as consumers of the FA’s work product. Duties and Responsibilities Check source data in the ERP system(s) for accuracy Prepare previously determined standard reports, QAQC for accuracy and clear communications...

Vision Our people, philosophy, and the way we do business have positioned Stockman Bank as Montana’s premier financial center for business leaders, agriculture operators, commercial developers, and real estate owners. We are a Montana-born company, built on western values, focused on creating long-standing relationships through integrity, expertise, and results. Our offices are locally managed and community-oriented, allowing us to best serve our customers. Our workforce is well trained and competent and our work environment encourages productivity, personal growth, and job satisfaction. Position General Responsibilities: This position will assist the Commercial Lending Officers. It is accountable for loan processing and for relieving the officers of administrative detail, including tickler file and other varied secretarial and clerical duties as may be designated.   Education, Experience, and Certification Requirements Note:  Only minimum responsibilities...

We are looking for a commercial lender to join our dedicated team at the King Ave office. Top candidates must have the ability to analyze, structure, and convert complex scenarios into good business. Talent for growing and managing new and existing relationships. Our customers expect local decisions, quick responses, and a common-sense approach to banking. Be part of a true community bank.   Vision  Our people, philosophy, and the way we do business have positioned Stockman Bank as Montana’s premier financial center for business leaders, agriculture operators, commercial developers, and real estate owners. We are a Montana-born company, built on western values, focused on creating long-standing relationships through integrity, expertise, and results. Our offices are locally managed and community-oriented, allowing us to best serve our customers. Our workforce is well trained and competent and our work environment encourages productivity, personal growth, and job...

WE ARE LOOKING FOR onX is seeking an Accounting Manager with a passion for fast-paced growth and process improvement. The Accounting Manager at onX supervises the accounting team to maintain financial records with the absolute highest level of integrity, bringing with them a passion for accuracy, systems design, and continuous improvement. While serving the current needs of the business, they will always be looking “around the next bend,” planning for the future needs of a high-growth operation. Working with a small and efficient accounting team, they will lead inventive problem solving, grit, and a willingness to “roll up the sleeves” to deliver on the team’s objectives. The Accounting Manager must have a deep and current knowledge of accounting rules and standards along with impeccable attention to detail. The Accounting Manager also informs and supports the Controller with decision making through detailed and accurate financial...

Let's take all of those skills you have when it comes to finance and put them to great use! Have the ideal work/life balance and be granted a full benefits package in the process. Full time, direct hire position for a Credit Analyst with a well-established and respected Flathead Valley bank.  Overview:   Credit Analyst will provide loan support to the Lenders, working with internal personnel, current and prospective customers, and vendors such as insurance companies and government entities. Credit Analyst will be responsible to provide credit analysis for lending activities, conduct credit reviews, assist with annual renewals, and support lenders as needed. This is a great opportunity to learn the commercial lending process to include financial analysis, underwriting, and procedures while progressing your career in the banking and finance industry. Responsibilities: Assist Lenders in analyzing existing and new customer requests Order, interpret, and...