Source Job

• Analyze credit files to identify documentation gaps, emerging risks, or technical exceptions.
• Evaluate borrowers' financial condition to determine the accuracy of assigned risk ratings.
• Prepare clear written findings and contribute to final examination reports.

Banner Bank started more than 135 years ago with core values: listen, learn and help businesses and individuals reach their goals. With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, they understand the importance of their role in the economy.

• Assist in month-end process and analysis of base-level data.
• Prepare and present financial reports to senior management.
• Conduct in-depth financial analysis, including monthly forecasting, budgeting, and variance analysis.

Forbes Advisor's mission is to help readers turn their aspirations into reality by providing trusted advice and guidance for informed decisions. It is an experienced team with decades of experience across content, SEO, business intelligence, finance, and more.

• Analyze financial information of nonprofit borrowers.
• Evaluate financing requests such as working capital and term loans.
• Prepare underwriting summaries and credit memoranda.

B Generous is a fast-growing VC-backed fintech company transforming access to capital for nonprofits and social enterprises. Backed by leading VC funds, banks, and fintech investors, they've built an advanced AI-powered lending marketplace and loan origination platform designed for mission-driven organizations.

• Gathers, analyzes, prepares, and summarizes recommendations for financial plans.
• Performs economic research and studies in the areas of rates of return.
• Runs and enhances reporting systems to facilitate the production of information.

Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate differences and believe unique perspectives make them stronger and well-positioned for success.

• Review and evaluate detailed financial statements and financial data to create a comprehensive analysis.
• Create Excel schedules using financial information provided which will be used in the measurement of business interruption losses.
• Analyze revenue and expenses to create projection models.

J.S. Held is a global consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. Our professionals serve as trusted advisors to organizations facing high stakes matters demanding urgent attention. The company embraces diversity with unwavering commitment to building a team and environment that fosters professional and personal enrichment.

• Serving as a tax contact for subsidiary companies and fostering relationships with their accounting teams.
• Preparing and filing federal and state tax returns, supporting international calculations and forms.
• Analyzing and preparing tax depreciation for assigned subsidiaries.

Legrand is a global specialist in electrical and digital building infrastructures, offering solutions for residential, commercial, and data center markets. They are committed to sustainable growth and creating an inclusive environment.

• Perform monthly financial reporting and variance analysis.
• Compile monthly forecasts and annual budgets.
• Design and maintain business performance reports & analysis.

IFS is a billion-dollar revenue company with 7000+ employees across all continents. They are focused on AI technology and enterprise software solutions, enabling customers to be their best when it really matters–at the Moment of Service™.

• Determines cost of operations by establishing standard costs and collecting operational data.
• Identifies financial status by comparing and analyzing actual results with plans and forecasts.
• Improves financial status by analyzing results, monitoring variances, identifying trends, and recommending actions to management.

Oportun is a mission-driven financial services company focused on putting its members' financial goals within reach. They empower members with intelligent borrowing, savings, and budgeting capabilities. Oportun fosters a diverse, equitable, and inclusive culture where team members feel a sense of belonging and are encouraged to share their perspectives.

• Review credit and collateral documents to issue lending decisions.
• Perform high-quality jumbo residential mortgage file analysis.
• Provide a written summary of loan findings in credit, income, assets, and collateral.

Sutherland Mortgage Services Inc. is a premier nationwide provider of end-to-end mortgage solutions. With over 30 years of experience, they pride themselves on having a considerate, friendly, diverse and inclusive environment where your career development and work-life balance will be supported.

• Process internal departments’ requests for information and research from clients and customers
• Collaborate with internal teams on behalf of the Default Operations team
• Research issues and questions by contacting law firms, county offices, and supporting vendors to obtain information for resolution

LoanCare is a leading full-service mortgage loan subservicer, delivering excellence to banks, credit unions, independent mortgage companies, investors, and homeowners. They subservice over 1.8 million loans and have a seasoned loan servicing team with senior managers averaging nearly 30 years of experience.

• Maintain regulatory compliance and prevent losses to members and credit union.
• Perform primary telephone support and assist members and employees through all support channels.
• Solve practical problems and deal with a variety of situations exercising flexibility and sound judgment.

STCU is a top-performing credit union that emphasizes serving others and lifelong learning. They value employees who are committed, fun-loving, and want to make a difference in members’ lives, with core values including joyfulness, generosity, and belonging.

• Match bank transactions.
• Prepare Accounts Receivable Invoices.
• Prepare and enter depreciation entries and reconcile fixed asset balances.

Endeavour is dedicated to transforming global infrastructure by guaranteeing clean water and renewable energy to everyone. They are a group of passionate change-makers who want to leave the world better than they found it, fostering a strong sense of camaraderie.

• Analyzes home equity loan applications and supporting documentation for accuracy.
• Evaluates borrowers' credit histories, income sources, ability to repay, and collateral.
• Makes sound credit decisions, ensuring compliance with regulatory and company standards.

Peak Credit Union aims to maintain a strong connection with members and local communities, understanding their unique needs. They are an Affirmative Action and Equal Opportunity Employer, focusing on recruitment and hiring processes while ensuring confidentiality and complying with state and federal laws.

• Participate in month end close process, preparation and recording of journal entries.
• Perform daily reconciliation of payments and disbursements, document variances.
• Analyze and implement process and systems enhancements to create efficiencies.

Oportun is a mission-driven financial services company focused on putting its members' financial goals within reach. They empower members with borrowing, savings, and budgeting capabilities to build a better financial future and foster a diverse, equitable, and inclusive culture.

• Monitor merchant processing activity daily and investigate suspicious activity.
• Evaluate patterns in merchant processing activity using internal and external information.
• Review system-generated reports to identify potential processing issues and mitigate company losses.

Xplor provides cloud-based technology solutions to small and medium-sized businesses, enabling them to manage their operations and growth. They focus on helping businesses get paid quickly and securely, with a platform built in-house that delivers secure, transparent, fast, and accurate payments.

• Assist in the development of financial models.
• Support cost analyses tied to process and organizational changes.
• Maintain financial trackers to monitor progress.

Aptive partners with federal agencies to achieve their missions through improved performance, streamlined operations and enhanced service delivery. Based in Alexandria, Virginia, they support more than a dozen agencies and have 300+ employees nationwide.

• Telephonically provide financial resource guidance, resources, and information to clients on various issues like budgeting, debt management, taxes, and retirement planning.
• Evaluate, troubleshoot, research, and follow up on client questions and concerns in a timely manner.
• Analyze financial information/resources and provide clients with financial strategies.

ComPsych is a worldwide leader in organizational mental health, well-being, and absence management, dedicated to igniting human potential in workplaces across the globe. They combine technology with human expertise to help individuals and their organizations thrive, serving over 75,000 customers worldwide and touching more than 160 million lives across 200 countries.

• Own full-cycle fund accounting and investor reporting.
• Be the primary point of contact for clients.
• Bring your own judgment to problems.

Verivest is a boutique fund administration and advisory firm specializing exclusively in real estate investment funds. Founded by fund managers for fund managers, Verivest was built to meet the unique needs of emerging and middle-market managers by combining deep industry expertise with modern technology and personalized service.

• Develop working relationships with customers and internal stakeholders to maximize program performance.
• Provide insights for assigned analysis projects supporting various stakeholders.
• Support urgent data inquiries and resolve issues promptly.

Jobgether uses an AI-powered matching to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

• Prepare complex daily reconciliations, analyze outstanding items, and provide clearing recommendations.
• Complete daily MSP balancing reports and record appropriate debit/credit adjustments.
• Ensure timely submission of incoming wires and ACH transactional details for clearing and provide weekly aging reports.

LoanCare is a leading national provider of full-service subservicing and interim subservicing to the mortgage industry, offering expertise and best practices in servicing solutions since 1991. They subservice over 1.8 million loans across 50 states and have a seasoned loan servicing team.