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Events • Real Estate • Travel • Hospitality
Process and analyze mortgage loan amortization and posting adjustments. Review payment histories, recalculate schedules, input posting changes for modifications, resolve customer service posting discrepancies, monitor reports/queries for correction needs, and support payment processing special projects while ensuring compliance with servicing guidelines.
Top Skills:
Excel
Digital Media • Information Technology • Analytics
Lead pricing strategy and execution for a business unit or product portfolio. Develop rate cards, pricing models, discount guidelines, and reporting; advise Deal Desk and commercial leaders; support new product value-based pricing and pricing systems; present results to senior stakeholders and mentor junior analysts.
Top Skills:
ExcelSQLTableau
Fintech • Insurance • Payments • Financial Services
Ensure the credit union complies with federal, state, and local banking laws by monitoring regulatory changes, conducting reviews and risk assessments, researching compliance questions, supporting audits, delivering training, investigating issues, preparing management reports, and assisting ERM/BCP efforts. Complete required BSA/OFAC training and recommend corrective actions.
Top Skills:
ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
Information Technology • Professional Services • Software • Consulting
Manage mortgage operations team: hire, train, coach, set performance goals, oversee pipeline, resolve member loan issues, ensure loan quality and regulatory compliance, and maintain agency guideline knowledge.
Other • Software
Perform finance processing tasks including entry and maintenance of supplier and customer master data, validate supplier banking details, process weekly payments (Check, ACH, Credit Card, Wires), manage Positive Pay, prepare 1099/1042 tax documents, maintain SOPs, troubleshoot issues, and document internal controls.
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Insurance
Manage high-volume accounts receivable tasks including posting cash, invoicing, collections, reconciling general ledger and bank accounts, preparing reports, and resolving disputes while supporting process improvements and customer service.
Healthtech • Biotech
Lead global finance launch and interim market controllership for new international entities. Develop and maintain launch playbooks, govern processes and controls, design operating models, run reporting and business review processes, and partner with Technical Accounting, Corporate Accounting, SEC, and cross-functional teams to ensure compliant, scalable finance operations.
Professional Services • Financial Services
Lead and manage audit engagements, mentor and develop staff, build and maintain client relationships, ensure high-quality technical work, and support firm growth in a hybrid Brookfield, WI role with increased hours during busy season.
Healthtech
Lead due diligence, underwriting, and portfolio monitoring for private markets (private equity, private credit, real assets). Build financial models, evaluate fund/co-investment/secondaries, prepare diligence reports and committee materials, present recommendations, manage manager pipeline, perform onsite due diligence, and improve processes via automation and AI tools.
Top Skills:
Ai ToolsAutomation ToolsDynamoEvestmentExcelHiredscoreMsci/Burgiss Private IPitchbookPowerPointWorkflow Technologies
Real Estate • Financial Services
Review and analyze residential real estate appraisals for accuracy, compliance, and credibility; identify discrepancies; perform quality control; document findings; collaborate with AMCs and internal teams to resolve issues and maintain audit records.
Top Skills:
ExcelMicrosoft Word
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