The person I am looking for should possess the following characteristics:
• Outgoing- Talking on the phone should be second nature.
• A professional and upbeat phone personality- A demeanor that makes people comfortable in having a phone conversation.
• Motivated- Income is driven by reaching appointment goals.
• Organized- Would need to be able to effectively manage an online calendar when scheduling the appointments.
• Reliable- While the schedule would offer a high degree of flexibility, it would require the ability to make calls on a consistent basis each week.
• Disciplined- Able to work with a minimum of supervision.
This would be an ideal opportunity for someone who is is looking for extra cash, and needs flexibility in their work schedule.
If you would like to know more about this opportunity, please send me an email with your contact information, and include a brief description of why you think you would be a good fit for this position.
Milwaukee based Mortgage Banker is looking for enthusiastic, motivated, self directed loan officers to help grow our business. WE OFFER: A convenient central location and a comfortable, modern office space. Strong purchase lender that spends money on advertising and lead generation that is ongoing!
Unlimited earning potential.
Efficient and knowledgeable support staff.
On site processing team. On site real estate company and services.
Weekly payouts.
Personal offices possible, flexible hours, access to a variety of marketing materials and some company generated leads. Training and support if needed.
YOU HAVE:
A valid license to originate loans in the state of Wisconsin.
A proven track record that demonstrates excellent communication and organizational skills.
Excellent relationship building ability.
A positive and dependable disposition.
Experience with conventional, FHA, or commercial lending preferred.
The ability to be self directed, flexible and enthusiastic.
A strong sales background.
If you have these qualities, we’d like to talk to you!
Interested candidates should email resume to mortgagebankersgroup@gmail.com or fax to (414) 377-4957 for immediate consideration.
•Monthly closing and all journal entries.
•Monthly account reconciliations.
•All financial reporting.
•All management reporting.
•Client billings.
•Oversee annual audit and tax returns.
•Manage bank relationship and cash management.
•Handling HR related duties such as benefits administration, on-boarding (certain parts), etc. until we decide to add an HR resource (likely in mid-2010).
•Budgeting and other financial analysis and modeling.
•Manage our technology provider.
•Work on special projects as designated by the CEO. Examples are health care insurance renewal, investor questions and issues, competitive intelligence, sales territory creation for sales people, etc.
Position Requirements:
•Bachelor’s degree with an accounting emphasis.
•PA a plus but not required
••7+ years of experience in general accounting and financial reporting.
•Good verbal and presentation skills.
•Strong written skills including editing.
•Excellent organizational and project management skills.
•Ability to multi-task and control appropriate priorities.
•Ability to team effectively with local and distributed personnel.
•Ability to manage outcomes without direct authority.
If you have the drive to be successful and would like to earn an honest living in real estate, HBRC may be the place for you.
HBRC is not like other real estate firms.
You do not have to pay for a "desk fee", marketing, MLS, and advertising! We cover the major expenses so you can focus on building great client relationships without the headache of paying all of those "fees" and expenses to just use their big box name!
HBRC is a local real estate firm and not a "big box" type of company. Our focus is customer satisfaction and nothing less!
If you think you have what it takes to become an outstanding real estate agent send us a resume.
Growing property management company is seeking an experienced bookkeeper. Must be a highly organized and productive individual with an excellent work ethic who thrives in a fast-paced environment. The responsibilities of this position include a mix of processing payables/receivables and administering numerous internal aspects of our property management processes.
Skills Required
Quickbooks
General Computer Skills
Microsoft Office
Highly Organized
Wages are commensurate with experience. We offer paid time off, health insurance participation, and a pleasant work environment.
Work Hours: 8- 5pm (some flexibility pending on circumstances)
Start Date: December 1, 2009 (approximately)
Salary Range: Commensurate with experience, skill & training
Benefit Notes: Health insurance, 401(k) plan, vacation/holiday pay
Required Education: Minimum associates degree
Required Experience: 2 - 5 years
Related Categories: Accounting -General Accounting
Position Description: Accountant/Bookkeeper / chief financial officer
This position is a full charge, general ledger accountant/bookkeeper who would report directly to the company president.
Responsibilities include:
Implement and maintain cash flow forecast and budget.
- Oversight of daily postings to subsidiary payable and receivable ledgers, cost accounting records, order entry and sales journal reconciliation maintenance of company checkbook
- Monthly preparation of detailed financial statements
- Quarterly and annual sales and payroll tax reports along with maintenance of the related personnel records and filings required periodic tax return
- Communications with and assistance to the outside independent accounting firm regarding the periodic and year end financial statement and income tax preparation.
- Accounting for affiliated enterprise real estate activities.
To be considered please forward resume with recent job and salary history/reason for leaving if currently employed.
Training will be conducted by a seasoned professional at your convenience unpaid; however, if you complete this training, our company is willing to provide you with a completion incentive up to $60.00. After training is completed, you will be assigned duties to work with customers regarding their taxes. Pay is $8.00 per hour working at the client site; however, you can work as little or as much as you would like. The opportunity is up to you!!
A results-driven individual, you’ll find yourself involved in:
• Assist in the development and modification of operational budgets and forecasts
• Ensure that generally accepted accounting principles are properly applied to all budgeting activities.
• Provide financial support to all areas of management in their efforts to budget and forecast for their departments
• Prepare reports, as necessary, for presentation to executive management
• Analyze financial results on a timely basis to ensure informed business decisions are made. Analysis should be against plan, prior year and forecast
• Assist in the roll-up and analysis of product line P&L’s for the company, constantly striving to improve the reporting capabilities
• Aid in the Cash Forecasting and Treasure Functions of the organization
• Serve as a financial representative on any number of teams / task forces throughout the Company, constantly striving to improve the reporting capabilities.
• Aide in the Cash Forecasting and Treasury functions of the organization
• Serve as a financial representative on any number of teams /task forces throughout the Company
• Provide limited supervisory skills where required
• Other related duties as assigned by the Manager – FP&A or other Company Leaders
We’re looking for an insightful, persistent fact-finder and forecaster with:
• Bachelor’s degree in Accounting or Finance
• 7 to 10 years of accounting or finance experience
• Limited travel as required
• CPA certification preferred
• 2 to 4 years Big 4 public accounting experience desired.
• Thorough knowledge of financial planning and analysis trends and techniques, including proven success in such a role at well established companies
• Track record of participating in successful team environments
• The ability to provide meaningful analysis of transactions and business result is a must
• Strong communication skills, both written and verbal
• Effective interaction skills with all levels of an organization
• Strong problem solving skills
• Strong organizational skills
• Strong knowledge of Excel, PowerPoint, and data mining
• Self-starter with strong work ethic
**Local candidate only, no relocation**
**No agencies call**
• Ability to work from any location.
• FHA/VA Approval
• Fast Processing by our Corporate Office.
• Technology and Tools to Succeed.
• Weekly Payroll.
• Highest Commission Plan in the Industry.
• 48 Hour Set Up.
Duties:
„Ï Develop and maintain daily the project cost tracking template for all jobs being worked on.
„Ï Approve all AP invoices related to the Turnkey business and code with proper GL code as well as capture expense against appropriate project.
„Ï Approve all expense reports related to Turnkey personnel for reimbursement and submit to payroll as well as capture expense against appropriate project.
„Ï Maintain credit card expense reports related to the Turnkey personnel and match up to credit card statements ensuring all receipts are turned in and code to proper GL code as well as capture the expenses against the appropriate project.
„Ï Process and approve all time sheets and per diem requests related to the Turnkey personnel. Record both in their respective reports as well as capture against appropriate project.
„Ï Complete the percentage completion report monthly for all milestone billing based projects and book proper JE in correct company.
„Ï Complete the project backlog report monthly.
„Ï Complete the MSII Revenue Tracker monthly.
„Ï Other duties that arise with relation to the turnkey side of the business.
Description: Cathedral Consulting Group is offering a part-time internship position for accounting or finance majors. Candidates should be able to develop budgets, forecasts and other financial reports. Candidates should be able to apply basic financial concepts, have strong communication skills and have a passion to work with small businesses and not-for-profits.
Qualifications: The following attributes are desired for this position.
• Desired Degree: Bachelor of Business Administration
• Desired Major/Concentration: Accounting, Finance
• Desired Student Status: Senior
• Prior experience and knowledge with QuickBooks accounting software.
Hours: Part-time, 10-20 hours/week. Possibility of long-term, full time employment.
Compensation: Competitive hourly wage
Application: Interested candidates should send resumes to Melissa Mason: mmason@cathedralconsulting.com
Corporate Information: At Cathedral Consulting Group, LLC we help small and mid-sized private companies and non-profit organizations to grow their enterprises through the implementation of best practices. As growth requires a vision for tomorrow and an awareness of the needs of today, Cathedral works alongside clients to identify the needs in their company or organization and implement strategies to benefit them in the short and long-term.
To learn more about our company and services, please visit us at www.cathedralconsulting.com.
Min 2 yrs underwriting experience in 1-4 family residential loans (front -end or due diligence underwriting experience preferred)
Experience with DU/LP and other automated systems
Knowledge of scratch and dent, non-performing, fraud investigation, EPD's, and or sub-prime loans
Candidates would be responsible for reviewing claims received from servicers and for performing a detailed analysis of claims to determine eligibility. In this role candidates would also be responsible for calculating, reviewing and authorizing final claim payments. Applicants must have a strong background with the foreclosure and bankruptcy process, and some of our most successful placements have also had experience in the banking/legal industries.
Are you highly organized, flexible, personable, and reliable with solid administrative skills and strong accounting related experiences such as preparing expense reports, costing of jobs, and other math and analytical duties?
Our ideal candidate will have previous experience in construction, engineering or manufacturing environments and:
*Strong analytical and organizational skills with the ability to handle multiple projects with changing priorities
*Intuitive self-starter able to support department managers in a fast-paced environment
*Solid MS Office skills
*Ability to work some overtime with occasional travel for training
*Experience working with math-related projects
*Associate Degree preferred
If you are a qualified candidate, please send your resume today: mazio@extensionrecruiting.com
Qualifications:
*Must have 3-4 years experience in a mortgage banking environment working in loss mitigation, collections, foreclosures or bankruptcy.
*Must have a basic understanding of conventional underwriting guidelines in Fannie Mae and Freddie Mac.
*Must have excellent communication and problem solving skills.
*Must have a clear understanding of the Fair Debt Collection Act and US Bankruptcy Code
Duties and Responsibilities:
* In this role, individuals will be responsible for mitigating losses by working with delinquent borrowers and for coordinating loan workout transactions. Work will also involve communication workout solutions to borrowers and negotiating acceptable solutions for all parties. Additionally, this individual will review notices of default, loan origination documents and workout documentation for possible misrepresentation or fraud.
Milwaukee based Mortgage Banker is looking for enthusiastic, motivated, self directed loan officers to help grow our business. WE OFFER: A convenient central location and a comfortable, modern office space. Strong purchase lender that spends money on advertising and lead generation that is ongoing!
Unlimited earning potential.
Efficient and knowledgeable support staff.
On site processing team. On site real estate company and services.
Weekly payouts.
Personal offices possible, flexible hours, access to a variety of marketing materials and some company generated leads. Training and support if needed.
YOU HAVE:
A valid license to originate loans in the state of Wisconsin.
A proven track record that demonstrates excellent communication and organizational skills.
Excellent relationship building ability.
A positive and dependable disposition.
Experience with conventional, FHA, or commercial lending preferred.
The ability to be self directed, flexible and enthusiastic.
A strong sales background.
If you have these qualities, we’d like to talk to you!
Interested candidates should email resume to mortgagebankersgroup@gmail.com or fax to (414) 377-4957 for immediate consideration.
Engage in public relations activities including, but not limited to, speeches, presentations, active committee participation, and direct discussions. Relevant audiences include bankers, colleges and universities, chambers of commerce, economic development authorities, main street coordinators, government agencies, local political offices, civic organizations, and local media.
Assist in the continued development, implementation, and updating of the organization's strategic plan. Ensure that organizational goals and objectives are accomplished in a timely and thorough manner. Work with regional colleagues to develop and deploy annual regional action plans that correspond with the organizational strategic plan, are tailored to meeting the specific small business needs within the assigned geography, and capitalize on the skills of regional personnel. Prepare individual work plans, including professional development initiatives, which support regional objectives ..
Seek and apply for grants relevant to entrepreneurship and business development. Initiate co-sponsorship of programs with private businesses, economic development organizations, and other government entities. Document activities via Consultant Information System (CIS) in a timely, accurate, and comprehensive manner. Maintain adequate client files as per BDD guidelines.
If you are interested in this exciting opportunity please respond back to this posting and please be sure to include your resume.
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This company is located in Waukesha and is looking for dedicated individuals that are focused on staying with the company for many years to come! Salary is $15-$16/hr and offers benefits as well. This is a direct hire opportunity, for immediate consideration, please email your resume to kerip@qstaff.com.
Skills:
Work efficiently with little supervision
Be flexible
Be able to multitask
Be able to communicate effectively with owners, coworkers, vendors and clients
Excellent customer service and organizational skills
Creative Solutions Accounting and Tax Software experience a plus
Minimum requirements:
Associate Degree in Accounting
Working knowledge of Microsoft office products
For further consideration for this position, please submit your resume to:
The Opportunity: This new role will join the team as an Investment and Financial Advisor and will be responsible for supporting the principal in delivering wealth management services to an assigned portfolio of clients. This is NOT a commission driven position or business model. Instead the focus will be on sustaining and broadening of existing relationships with gradual increase in responsibility for direct management of those relationships.
Qualifications: Strong communications and interpersonal skills are required as well as the ability to think strategically and be creative and naturally curious. You will need to be detail orientated and have strong administrative skills which are required in preparing detailed reports and analyzing client portfolio performance and activity. The selected candidate will have strong integrity and a desire to make a positive difference for the clients and the firm. Knowledge in the area of financial markets, tax planning and/or financial analysis is required. Candidate should have a desire to contribute to the growth, success and strategic planning of the firm. You will need to be self motivated and very customer service focused.
Education: It is expected that a successful candidate will have a minimum of a Bachelor Degree in finance, business or a related field. A graduate degree is preferred. In addition, he or she should have the necessary Certified Financial Planner or Chartered Financial Analyst designation in place, or in process.
Experience: Knowledge and a minimum of five years experience working with financial service products, investment strategies, managing the corresponding objectives and risk levels. Solid foundation working with derivatives and insurance based investments is highly valued. You will have demonstrated success in the ability to define client investment objectives and measure performance against those objectives.
Key Words: Brokerage, "asset allocation", hedge, options, securities,
This is a unique and very exciting opportunity for the right individual. Please contact
Rose Spano Iannelli for a confidential discussion.
Our positive, team environment is perfect for someone who yearns for the opportunity to be involved with a fun, growing company. You might be asked to help create databases for direct mail campaigns, coordinate projects with external sources, interact with clients or plan events.
If you are a bright and energetic self-starter who can prioritize and manage your time to get things done quickly and accurately, we’d like to talk to you.
Responsibilities:
General office administration
General bookkeeping duties
We are a regional CPA firm that provides Tax Consulting and Services, Accounting, Audit Services, and Management Consulting. We are looking for a dynamic, energetic, and experienced Tax Senior to join our team. We have a work hard, play hard environment and strive to help people reach their fullest potential. If this sounds like you and you want to join the premier public accounting firm in Milwaukee apply now. We are looking for the best of the best!
Requirements:
* Active CPA License
* Experience in working with a variety of companies, in various industries
* Bachelors Degree, CPA licensure. MST a big plus
* Minimum of 5 years of public accounting experience performing tax compliance and accounting services (audits, reviews, and compilations)
Benefits:
* $70K-$115K Dependent on Experience
* 4 Weeks Vacation- Paid Holidays
* Health and dental insurance
* Generous Matching 401K plans
* Life Insurance
Description: Cathedral Consulting Group is offering a part-time internship position for accounting or finance majors. Candidates should be able to develop budgets, forecasts and other financial reports. Candidates should be able to apply basic financial concepts, have strong communication skills and have a passion to work with small businesses and not-for-profits.
Qualifications: The following attributes are desired for this position.
• Desired Degree: Bachelor of Business Administration
• Desired Major/Concentration: Accounting, Finance
• Desired Student Status: Senior
• Prior experience and knowledge with QuickBooks accounting software.
Hours: Part-time, 10-20 hours/week. Possibility of long-term, full time employment.
Compensation: Competitive hourly wage
Application: Interested candidates should send resumes to Melissa Mason @ mmason@cathedralconsulting.com
Corporate Information: At Cathedral Consulting Group, LLC we help small and mid-sized private companies and non-profit organizations to grow their enterprises through the implementation of best practices. As growth requires a vision for tomorrow and an awareness of the needs of today, Cathedral works alongside clients to identify the needs in their company or organization and implement strategies to benefit them in the short and long-term.
The Internal Wholesaler is dedicated to increasing the sale of the company products through regular telephone presentations. These conversations should increase a Financial Advisor’s knowledge and awareness of products. Based in Chicago, IL, this individual will be responsible for making proactive calls to clients and prospects while managing an assigned territory with an External Wholesaler within the US. Primary client interaction is by telephone with limited travel to client sites. The Internal Wholesaler position is a fast paced challenging sales role for self-motivated and driven sales professionals.
• Financial services industry and sales experience required
• Bachelors degree and strong academic background required; GPA on resume is required
• Excellent verbal communication and presentation skills required
• Strong organization and time management skills required
• Strong interest in sales and the financial markets required
• Series 7 and 63 registration preferred
*2-6 years of experience is highly preferred
Responsibilities:
• Conduct proactive telephone sales presentations to top tier advisors highlighting products and value proposition.
• Partner with External Wholesalers to drive sales and assets and build relationships with advisors through execution of a defined territory plan and sales process.
• Effectively profile advisors to understand their practice, clients and investment process to identify needs and to position products and services to meet those needs.
• Provide portfolio construction and practice management support to financial advisors to help them strengthen their client relationships and grow their business.
• Execute consistent follow up with advisors to advance the sales process and deepen advisor relationships.
• Demonstrate organized, efficient and effective territory management and phone skills on a consistent basis.