Prepare daily, monthly, quarterly and annual reports accurately within established timelines. Accurately process daily transactions and monitor accounts. Reconcile and balance cash on a daily basis. Reconcile account information across multiple applications and sources. Support front end office users. Calculate, collect and reconcile fees. Plan and implement application u

As a Vice President of Commercial Lending in our Sheboygan County market, you will be responsible for developing and retaining a portfolio of profitable lending relationships and negotiating loan structures and documentation. You will also identify new business opportunities, grow the existing customer base, cross sell other appropriate bank products and services and init

Prepare daily, monthly, quarterly and annual reports accurately within established timelines. Accurately process daily transactions and monitor accounts. Reconcile and balance cash on a daily basis. Reconcile account information across multiple applications and sources. Support front end office users. Calculate, collect and reconcile fees. Plan and implement application u

Assist IR with consolidating investor portals and maintaining data integrity Assist with tracking capital calls for new developments Assist with organizational work associated with next fund offering Prepare customized investor presentations for prospective investors Research small and medium sized institutions, large foundations, and family offices as prospects for futur

Develop expert level product knowledge with ability to clearly articulate and market portfolio strategies to internal constituents and external clients. Develop and deliver high impact presentation decks for various Plus Fixed Income products. Manage RFP process for Plus Fixed Income team and write quarterly/monthly commentaries for respective strategies. Coordinate devel

The Financial Architect (FA) is responsible for building relationships with the Credit Union's membership by offering products and services of Verve within the branch. POSITION RESPONSIBILITIES Lending Responsibilities Understand, educate, and advise members of all products available. Complete application process and all necessary support paperwork within federal guidelin

Directs and manages department staff goals, and strategies; evaluates and reviews administrative activities to identify workflow efficiencies and provide appropriate training to allow leverage of tools made available to administrative staff. Evaluates and implements new technology which supports the delivery of Wealth products and services. Core business understanding of

The Financial Architect Video Banker (FA) is responsible for building relationships with the Credit Union's membership by offering products and services of Verve utilizing video technology. POSITION RESPONSIBILITIES Lending Responsibilities Understand, educate, and advise members of all products available. Complete application process and all necessary support paperwork w

Dealership near Menomonee Falls area looking for an F&I Manager. Responsible for presenting and selling finance, warranty, and insurance products. Accurately submitting all state, federal, and dealer documents in a timely manner. Must have excellent customer service and communication with customers. Prefer candidates who have experience with Maximtrak program. Maintain hig