Conflict Resolution

Conflict Resolution Finance Jobs

5 jobs found

Treasury Management Officer

First Farmers & Merchants Bank Columbia, TN

22d ago

Full time ACH Bachelor's Degree Banking

ACH Bachelor's Degree Banking

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Job Description

Role

The Treasury Management Officer (TMO) is charged with cultivating and overseeing relationships with commercial clients to deliver treasury solutions that optimize cash flow, reduce risk, and enhance operational efficiency. The TMO collaborates with internal teams and external clients to assess needs, craft solutions, and ensure effective implementation of treasury products and services.

Essential Functions & Responsibilities

35% Client Relationship Management: Serve as the primary contact for treasury services for commercial and business clients. Conduct client needs assessments and recommend suitable treasury solutions. Maintain strong relationships to ensure client satisfaction and retention.
30% Sales & Business Development: Identify and pursue new opportunities within existing and prospective client portfolios. Collaborate with relationship managers and other banking professionals to cross-sell treasury products. Prepare and deliver compelling presentations and proposals to clients.
10% Product Expertise & Implementation: Demonstrate deep knowledge of treasury products including ACH, wire transfers, remote deposit capture, lockbox, fraud prevention tools, and liquidity management solutions. Oversee onboarding and implementation of treasury services, ensuring timely and accurate delivery. Provide training and support to clients and internal partners on treasury platforms and tools.
10% Risk & Compliance: Ensure all treasury activities comply with internal policies, banking regulations, and industry standards. Monitor client activity for potential fraud or operational risk and escalate as necessary.
10% Collaboration & Reporting: Work closely with operations, IT, and compliance teams to resolve client issues and improve service delivery. Track sales performance, client feedback, and market trends to inform strategy.
5% Performs other job related duties as assigned.

Performance Measurements

Adhere to the bank's Code of Business Conduct and Ethics in all duties.
Maintain the confidentiality of customer information and other sensitive data.
Complete required training and pursue additional training as needed to increase job knowledge and maximize productivity.
Maintain a strong knowledge of the bank's financial services and awareness of competitors' offerings.
Meet assigned new business development targets in terms of volume or value.
Respond to telephone messages within four hours.
Maintain a professional work environment and businesslike appearance at all times.
Generate required reports within the specified time frame with zero errors.
Provide direction and recommendations to management regarding business development strategies.
Develop and maintain a positive and productive working relationship with department and branch staff.
Acquire and maintain working knowledge of regulations and bank procedures; comply with the Bank Secrecy Act and other laws and regulations.

Knowledge & Skills

Experience: Five to eight years of similar or related experience.
Education: A bachelor's degree, or achievement of industry certifications recognized as equivalent to a bachelor's degree (for example information technology certifications in lieu of a degree).
Interpersonal Skills: Significant personal contact with others inside and outside the organization for conflict resolution, relationship building, and cooperation. Requires discretion and diplomacy in communication.
Other Skills: Solid understanding of the Treasury Management industry and competitive landscape. Strong communication, analytical and curious mindset. Proficient with Microsoft Office and bank software. Self-starter with the ability to motivate peers and influence partners to achieve shared goals.

Physical Requirements

The position requires frequent movement within the office to interact with colleagues and clients, and the regular use of office equipment. The role involves continuous computer use and operation of other office productivity devices such as calculators, copiers, and printers.

Work Environment

The role is based in a professional office setting and may require travel to branches and other locations. Standard office equipment such as calculators, computers, phones, copiers, filing cabinets, and fax machines are routinely used.

Job Details

Job Type: Full-time
Benefits: Dental insurance, Health insurance, Paid time off, Vision insurance
Education: Bachelor's (Preferred)
Experience: Treasury management: 5 years (Required)
Ability to Commute: Columbia, TN 38401 (Required)
Ability to Relocate: Columbia, TN 38401; Relocate before starting work (Required)
Work Location: In person

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FINANCIAL SERVICE REPRESENTATIVE

Vocal Credit Union Helena, MT

28d ago

$46k - $73k/yr Full time Banking BSA/AML Client Service

Banking BSA/AML Client Service

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Job Description

Location: Helena, Montana 59601

Position Summary

The Financial Service Representative provides essential support for real estate loans, consumer loans, and VISA credit cards. Primary duties include underwriting and funding loans, cross selling ancillary loan products such as debt protection, GAP insurance, and extended warranties, completing all loan documentation, and obtaining required signatures. The role also involves opening new accounts and actively cross selling credit union services, along with providing additional support for the financial service area as needed.

Job Relationships

Reports to the Vice President.
Maintains frequent contact with all levels and types of credit union staff, members, potential members, and the public; occasional contact with outside sources such as vendors, credit union partners, and other financial institutions.
Requires a high level of interpersonal skills to effectively represent Vocal Credit Union and cross sell appropriate products and services to current and prospective members.
May assist other employees, requiring maturity and the ability to coach others to perform in a respectful, professional manner without actual supervisory authority.
Frequent exposure to sensitive and confidential information; requires a tactful and trustworthy individual to protect the credit union’s interests and member confidentiality.
Performs tasks with a strong commitment to ethical standards and confidentiality, including compliance with internal policies, procedures, and applicable laws such as BSA; supports high quality member service and proper handling of member information and transactions; avoids or discloses relationships that may present conflicts of interest or compromise the credit union’s values.
Establishes and maintains effective working relationships with credit union personnel and management; promotes a collaborative team atmosphere.
Serves as a Vocal Credit Union advocate, representing the organization in a courteous and professional manner at all times.
Performs tasks safely in accordance with credit union procedures, contributing to overall safety; assists with safety issue resolution and security monitoring during daily operations, including building access and monitoring those present in the facility.

Position Responsibilities

Assumes primary responsibility for support services in the Financial Service area, engaging with members in person, by telephone, text, or email, and resolving inquiries promptly and courteously; conducts member interviews to determine the best route of assistance.
Actively cross sells Real Estate loans, Consumer loans, and VISA credit cards.
Conducts loan interviews, collects required underwriting documents, and analyzes data to approve or deny loan requests.
Underwrites, funds, and finalizes all loan processes in accordance with regulations, policies, and procedures.
Prepares and mails Adverse Action Notices.
Sets up and maintains automatic payments including ACH origination, ACH deductions, and automatic transfers.
Cross sells and maintains ancillary loan products including debt protection, GAP, and extended warranties; explains features, issues contracts, files claims, processes cancellations, and documents the member’s account accordingly.
Analyzes credit reports and provides financial education to applicants.
Maintains existing loans, performing payment reversals, due date adjustments, updates to automatic payments, and skip payments.
Submits all documents to various agencies to ensure proper lien filings and accurate recording of real estate documents, returning them to Vocal.
Opens new member accounts and actively cross sells credit union products and services.
Maintains existing accounts, including updates to joint owners and beneficiaries, changes to address and contact information, online banking password resets, and obtaining updated identification.
Keeps the work area clean, well maintained, and secure at all times.

Marginal Functions

May perform Notary services.
Maintain loan vault, organizing paper documents for record retention and disposing of documents that have reached record retention maturity.
May serve as a backup Loan Processor.
Other duties as assigned.

Knowledge, Skills and Abilities

High school diploma or equivalent required; additional training in financial services, bookkeeping, or accounting is required.
At least two years of prior similar customer service experience; prior credit union experience may be preferred.
Strong emphasis on sales and public relations skills; professional business attire and presentation required.
Ability to conduct member interviews within regulatory guidelines, assist members in accurate completion of product applications, perform basic analysis of member needs, and provide initial recommendations and basic financial services counseling.
After hire, complete all required E-training coursework as outlined by credit union procedures within defined timeframes; continuous skill upgrading, including suggested completion of other E-training modules, may be required at management’s discretion.
In the first 90 days, develop extensive knowledge of Credit Union policies and internal procedures to function effectively.
Good math skills and attention to detail to ensure proper member assistance and accurate documentation of the loan process.
Must know and comply with all laws and regulations applicable to financial institutions, particularly the BSA and anti-terrorism laws.
Excellent communication and public relations skills; ability to interview members and prospective members, analyze situations and data, and guide members toward the most appropriate product or service while maintaining the Credit Union’s integrity.
Strong organizational skills with the ability to gather and present data in a clear, understandable format; solid business writing skills with proper grammar and formatting for legally supportive loan documentation.
Must have the ability to type and operate general office equipment and computer software including computers, laptops, printers, fax machines, calculators, and scanners; familiarity with Windows-based systems, Word, Excel, and the Credit Union’s internal operating software system.

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Nonprofit Director of Finance and Operations

Noble Hearts Bronx, NY

29d ago

$105k+/yr Full time Finance Director MBA Accounting

Finance Director MBA Accounting

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Job Description

Archdiocese of New York Drug Abuse Prevention Program (ADAPP) is seeking a Director of Finance and Operations to support its nonprofit initiatives in the Bronx. ADAPP has served children, adults, and families across schools, parishes, and communities within the Archdiocese of New York for more than five decades, delivering prevention, counseling, and educational programs addressing alcohol and other substances. This is a full-time, exempt role with benefits.

Responsibilities

Develop and implement long-term financial strategies, including budgeting, forecasting, and financial planning.
Oversee financial reporting and accounting processes in compliance with nonprofit GAAP standards.
Ensure compliance with NYS Consolidated Fiscal Reporting System (CFRS), NYS Consolidated Budget Report (CBR), and state and federal grant regulations.
Supervise administrative and operational areas, including human resources, IT, facilities, and vendor management.
Collaborate with the Archdiocese of New York Department of Education Finance Department regarding cash flow, liquidity, and banking relationships.
Lead and mentor the finance and operations teams, fostering accountability and continuous improvement.
Work with the Archdiocese risk management team to ensure appropriate insurance coverage.
Serve as the primary liaison to the Board of Directors and Finance & Audit Committee, presenting financial updates and insights.
Evaluate and improve financial systems, automation, and operational processes to enhance efficiency.

Skills You Will Bring to the Table

Strong leadership and team management abilities
Excellent judgment and problem-solving skills
Strong negotiation and conflict resolution skills
Exceptional written, verbal, and presentation communication
Ability to manage multiple priorities and projects
Strong organizational and time management skills
Ability to maintain confidentiality and professionalism
Proficiency in Microsoft Office and Microsoft Excel

Non-Negotiables

Bachelor's degree in Business, Accounting, or related field (MBA preferred)
Minimum 5 years of management experience in finance or operations
Experience working within a nonprofit organization
Experience with grant accounting
Knowledge of nonprofit financial regulations and compliance requirements
Experience with NYS CFRS, NYS CBR, and government grant reporting
Familiarity with QuickBooks and Lawson

Compensation

Salary: $100,000 - $105,000

Pay: Up to $105,000.00 per year

Benefits

Yes

Location

Bronx, New York 10465

Work Location: In person

Type

Full-time / Exempt

About the Organization

Archdiocese of New York Drug Abuse Prevention Program (ADAPP) has served children, adults, and families within the schools, parishes, and communities of the Archdiocese of New York for more than 50 years. ADAPP provides innovative and comprehensive programs focused on prevention, counseling, and education to address the use of alcohol and other substances.

Keywords

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#Accounting
#FPandA
#FinanceLeadership
#NonprofitFinance
#NYCJobs
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#NowHiring
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#NYCFinanceJobs
#CareerOpportunity
#MissionDrivenWork

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Portfolio Underwriter Sr

HSB Hartford, CT

1mo ago

Full time Commercial Lines Financial Analysis Insurance

Commercial Lines Financial Analysis Insurance

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Job Description

Overview

Responsibilities

Oversee and grow HSB's portfolio offerings for the company's largest and most strategic client relationships, with a focus on driving profitability and growth.
Act as a catalyst for introducing new products and monitor the performance of existing client accounts.
Serve as a client thought leader, crafting innovative solutions by leveraging HSB's data, products, and services to strengthen partnerships.
Collaborate with Product Managers and the Underwriting Lead to apply diagnostic and predictive analytics that illuminate product performance and guide corrective actions, rate adequacy, price segmentation, and loss trend detection; review claims, engineering reports, expenses, exposure data and profile shifts, pure premium trends, and third-party data.
Develop and deliver externally facing client presentations that communicate financial results, data analyses, rate assessments, and evolving loss trends, establishing the Senior Portfolio Underwriter as the technical authority for clients and the Client Integration Team.
With binding authority, make underwriting decisions that directly influence the financial results and P&L of the assigned portfolio.

Education and Experience

Bachelor's degree or equivalent work experience required.
7+ years of property and casualty insurance or reinsurance experience required; 5+ years in underwriting preferred.
Demonstrated understanding of commercial and personal lines insurance and reinsurance coverage, concepts, exposures, and processes to drive profitable results.
Ability to translate large data analyses into actionable decisions.
Understanding of rate development (pure premium), price segmentation, and detecting leading loss trends.
Past experience with responsibility for achieving profit and growth targets for a book of business.
Demonstrated experience with negotiation and conflict resolution.
Exhibited ability to develop creative and unique solutions.
HSB product knowledge and previous familiarity with HSB is desired.

Knowledge and Skills

Financial statement (business finance) knowledge and analysis.
General insurance/reinsurance industry knowledge.
Presentation skills and strong interpersonal, written and verbal communication abilities.
Portfolio analysis and HSB product knowledge.
Organizational and time management capabilities.
Consultative and strategic negotiation skills; strong project management to handle multiple concurrent projects.
PC skills including Excel, PowerPoint, Power BI, and Word; detail oriented and action oriented.
Actuarial skills, statistical analysis, innovation, and the ability to persuade to influence change.
Curiosity and resourcefulness to identify issues, research, and propose underwriting solutions.

Diversity and Inclusion

Hartford Steam Boiler, a Munich Re subsidiary, views diversity and inclusion as a key driver for addressing opportunities and challenges in our markets. We strive to cultivate an inclusive culture and a workforce that reflects the customers and communities we serve, where every colleague feels respected, valued, and empowered to perform at their best each day.

Equal Opportunity Employer

We are an equal opportunity employer. Reasonable accommodations may be provided to assist individuals with disabilities in performing essential functions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Your Benefits

With us, you gain more than an exciting role. A broad set of employee benefits supports your wellbeing and professional development. Note that regional differences may apply.

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LIHTC Underwriter, Lead Associate

Fannie Mae Boston, MA

1mo ago

$109k - $142k/yr Full time Affordable Housing Associate Compliance

Affordable Housing Associate Compliance

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Job Description

Overview

Join Fannie Mae in Boston, MA as a LIHTC Underwriter, Lead Associate. Fannie Mae plays a foundational role in housing finance and supports innovative efforts to expand access to homeownership and affordable rental housing. In this role, you will contribute to the Low-Income Housing Tax Credit program by providing expertise on customer network development and engagement, while helping originate proprietary and multi-investor LIHTC investments through our syndicator partners. The LIHTC platform was relaunched in 2018, and the team continues to invest across proprietary and multi-investor funds. You will collaborate with executives and staff managers on assigned operational activities to support the team’s objectives.

Responsibilities

Develop customer relationships with the LIHTC team Senior Director, Director, Advisors and syndicator partners to communicate investment parameters, manage the pipeline, and screen, model, price, and negotiate letters of intent for multifamily LIHTC investments.
Support the LIHTC team's business activities by underwriting and closing proprietary and multi-investor fund investments, including negotiating proprietary fund agreements under the direction of the Senior Director, Director and Advisors. Periodically assist the Head of Underwriting with underwriting and closing of lower tier proprietary investments.
Identify and assess the risk profile of LIHTC investments to ensure risk is controlled and objectives align with credit, investment and regulatory guidelines.
Coordinate with internal and external teams to establish milestones that enable a smooth LOI execution and secure investments.
Assist the Senior Director, Director, Chief Operating Officer and Vice President in updating processes related to internal stakeholders such as multifamily legal, risk, operations, finance, accounting and audit.
Partner with management to recommend business solutions based on analysis of internal and market data.
Actively participate in special projects as needed.
Travel on a limited basis to visit prospective investments and markets.

Experience and Qualifications

Minimum Required Experience

Four years of relevant experience underwriting LIHTC proprietary fund investments while maintaining product and credit quality.
Proven ability in modeling and structuring LIHTC investments and managing critical projects with tight or changing timelines.
Capability to manage multiple and competing priorities to support a robust investment pipeline as demonstrated with syndicator partners.
Self-motivated with strong attention to detail and a collaborative, team-oriented mindset.
Excellent analytical, verbal, written and presentation communication skills.
Ability to influence through negotiation, persuasion, meeting facilitation and conflict resolution.
Proven skill in engaging stakeholders, customers and vendors and building broad relationship networks.
Experience gathering accurate information to clearly explain concepts and answer critical questions.
Ability to work respectfully with diverse functional teams to achieve shared goals.
Proficiency with Microsoft Office, especially Excel, Word and PowerPoint.

Desired Experience

Bachelor’s degree or equivalent.
Experience with equity or debt portfolio management software/systems such as MRI, Salesforce and Yardi.
Ability to navigate multiple systems, manage data and generate reports.

Compensation and Work Arrangement

Target Pay Range: $109,000 to $142,000 per year.
Hybrid work arrangement.
Eligible to participate in the Fannie Mae incentive program, subject to program terms.

Additional Details

Location: Boston, MA
Industry focus: Multifamily, LIHTC engagements

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Conflict Resolution Finance Jobs

Treasury Management Officer

FINANCIAL SERVICE REPRESENTATIVE

Nonprofit Director of Finance and Operations

Portfolio Underwriter Sr

LIHTC Underwriter, Lead Associate

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