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

Branch Supervisor Sheldon Road (Bilingual Required) Job Post Information External Company Name Grow Financial Federal Credit Union Job Locations US FL Tampa Job ID 2024 2278 # of Openings 1 Posted Date 3 hours ago (5/14/2024 4 22 PM) Category Supervisor Overview At Grow Financial Federal Credit Union, we believe in service to our 300,000 members, 600 team members and loca

What The Role Is Under general supervision, but in accordance with established lending policies and procedures, receives and reviews applications for commercial and consumer credit, primarily commercial. This is an on site position. How You Will Make An Impact Solicits business from potential and existing customers (outside and inside bank location) to include loans and d

WHAT YOU'LL DO The Relationship Manager is responsible for managing and maintaining borrowing relationships. This position is responsible for the development of new and existing business through calling programs and cross selling of Bank services. Maintaining loan quality and generating fee income are also key areas of responsibility. The Relationship Manager approves loa

Newport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. Section 1 Position

Status Category Full Time Exempt/Non Exempt Exempt Scheduled Hours Per Week 40 Job Code FS213TC With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE CBZ) delivers top level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national caliber expertise combined with highly personali

Processing Oversee and manage the processing team during packaging and closing of SBA loans in compliance with SBA and bank guidelines. Portfolio Management Manage SBA Portfolio Management during annual review process, including site visits and financial reviews. Compliance Manage SBA Compliance during post closing and compliance reviews in accordance with the applicable

WHAT YOU'LL DO The Relationship Manager is responsible for managing and maintaining borrowing relationships. This position is responsible for the development of new and existing business through calling programs and cross selling of Bank services. Maintaining loan quality and generating fee income are also key areas of responsibility. The Relationship Manager approves loa

Newport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. JOB SUMMARY The No

Customer Service, Sales, and Delivery Establish productive, professional relationships with new and existing customers. Call on potential new customers to build relationship. Complete sales transactions with new and existing customers to grow territory and increase sales and profit. Set and monitor customer routes for customer satisfaction and retention of customer base.

Evaluates client needs related to accounting and finance processes and assesses accounting functions to recommend project approaches. Contributes to the proposal development process on outsourced controller and other special projects. Participates in engagement planning and budgeting and definition of content and deliverables while managing controls and risk. Manages and

The AI Innovation Manager leads the firm's efforts in exploring, adopting, and implementing cutting edge artificial intelligence (AI) solutions. This role serves as a champion for AI technologies, educating and inspiring others about the potential benefits while also critically evaluating new AI solutions for their suitability within the firm's legal practice, and driving

Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience Gain knowledge, demonstrate and maintain a working knowledge of

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one of a kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy

Marcum LLP offers a great career with exceptional benefits. There's a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry leading technology, all within an environment that values your contributions and supports your professional gr