Sentences with phrase «based financial background»

in good standing... that requires a broad - based financial background and continuing education, and that is regulated by a governing body under a code of ethics... Background, education and experience in...» followed by a listing of a number of financial services areas apart from the financial aspects of divorce.

Not exact matches

Based on an initial questionnaire about your investment needs, financial background, and risk tolerance, they allocate your money among asset classes (e.g. stocks, bonds, real estate), then use algorithms to monitor and periodically rebalance your portfolio.

(All too often, traditional loan - application forms make it difficult for a businessperson with no financial background to understand what basis bankers are using to evaluate the company's creditworthiness.)

Based in our London office, Marcus Treacher will apply his extensive background in payments and banking infrastructure to help implement and commercialize Ripple's distributed financial technology on a global scale.

MoneyToken.Com is a blockchain - based financial services platform founded by US and UK FinTech experts whose background includes years of experience at Goldman Sachs, Prudential Financial, Citibank, Ernst & Young, and Bfinancial services platform founded by US and UK FinTech experts whose background includes years of experience at Goldman Sachs, Prudential Financial, Citibank, Ernst & Young, and BFinancial, Citibank, Ernst & Young, and Bloomberg.

It was a smart sports - based investment in a team with a background in success, with consistency in league positioning, with a successful manager, the nucleus of an excellent side and financial security built - upon strong financial management.

Ms. Bell's background includes positions with a community - based non-profit organization, the Mayor's Office, a national financial and technical assistance intermediary and most recently the Community Redevelopment Agency of the City of Los Angeles.

An insurance score is a score based on your credit history which shows your financial background and creditworthiness.

We don't believe you should be judged based on your past — instead, we believe and want to see our clients grow to reach financial success no matter their background.

Pell Grants are awarded on the basis of financial need, and it is often looked at as a doorway for students with lower income backgrounds.

Some home buyers think that they will be offered the same mortgage deal by different lenders simply based on their credit score, financial background, etc..

However, the reverse mortgage should be evaluated based on the borrower's particular needs and financial background.

I actually thought about becoming a financial advisor, because the tests seems pretty easy based on what I read (compared to the CPA exam) and I have a finance background.

Toby has served as a credit - card industry analyst and financial editor since 2003, bringing an extensive background and knowledge base to the CardRates.com team.

Every case is unique as the judge also decides based on the offender's personal background, financial situation, behavior, etc..

The need is, however, in my view, for a genuine combination of these backgrounds, overlain with a strong element of technical know - how, experience - based judgment, market involvement, commercial, networking and entrepreneurial flair and financial literacy.

Based on factors such as age, gender, health, medical history, occupation, education, financial background, personal habits, hobbies, etc., the insurance company fixes the insurability and a premium amount.

MoneyToken.Com is a blockchain - based financial services platform founded by US and UK FinTech experts whose background includes years of experience at Goldman Sachs, Prudential Financial, Citibank, Ernst & Young, and Bfinancial services platform founded by US and UK FinTech experts whose background includes years of experience at Goldman Sachs, Prudential Financial, Citibank, Ernst & Young, and BFinancial, Citibank, Ernst & Young, and Bloomberg.

Conducted a three tier interview process with potential candidates, including administering and evaluating personality assessments, administering background and financial checks, and behavioral based interviewing techniques to determine quality candidates.

Real Estate Agent • Take information from clients regarding their need for buying, selling, leasing and renting • Look through company database to determine if similar properties are available in needed categories • Compare prices and chart out the best possible solution for clients, based on their individual needs • Appraise properties using local comparison charts and discuss cost of maintenance and repair • Visit sites to determine suitability for clients and show properties that are deemed suitable • Create effective and meaningful relationships with clients for further purchase and sale purposes • Provide clients with financial assistance solutions and ensure that appropriate background checks are carried out • Educate clients on equity in their property and refinancing options • List properties for sale or purchase in local newspapers and respond to calls for information • Assist clients through the payment procedures and indulge in negotiations • Ascertain that all paperwork involved is in order and that any discrepancies are managed before a transaction is carried out

• In depth knowledge of verifying billing accounts and verifying and correcting discrepancies • Strong background in facilitating prompt payments of invoices • Hands on experience in generating financial statements and reports in order to detail the status of accounts receivables • Proficient in soliciting payments from delinquent accounts by employing workable follow - up procedures • Considerable knowledge of evaluating patients» financial statuses and designing appropriate budget plans • Functional knowhow of reconciliation of clients» accounts on a periodic basis • Well versed in handling complex billing structures • Proven ability to interpret billing data and use it to make cost effective decisions • Familiar with popular accounting software such as Deltek • Working knowledge of ICD - 9, CPT and HCPCS • Sound knowledge base of medical terminology and its usage in billing terms • Demonstrated ability to work in a dynamic billing environment prone to detail orientation • Capability of handling billing discrepancies in accordance to the rules and regulations of the organization • Comprehensive understanding of the protocols governing medical billing procedures • Able to build and maintain rapport with patients and insurance company personnel • Substantial knowledge of Medicare and Medicaid policies • Keen knowhow of medical billing and collection practices • Particularly effective in third party operating systems and basic medical coding procedures

First Heritage Financial, Fairbanks, AK 1999 — 2002 Mortgage Loan Officer • Answered telephone calls and provided initial information regarding the company's loan products • Assisted clients in filling out mortgage loan application and ensured that all supporting documentation is attached • Provided support to the mortgage originator handling research work such as credit checks and client background investigations • Drew up mortgage contracts based on information provided by the loan originator • Handled filing and documentation activities by ensuring complete data integrity and confidentiality

Due to recent restructure, we are looking to increase our workforce by adding a new Candidate Consultant / Trainee Recruitment Consultant to our existing team Duties: - Liaise with consultants with regards to live vacancies and obtain specifications of the candidate requirements - Take down accurate job descriptions as well as details regarding financial / benefits packages etc - Produce vacancy adverts to be posted across various media platforms, both internal and external - Manage advertising response and short list in line with job requirements - Proactively approach candidates sourced from both internal and external databases - Discuss live roles in more detail with potential candidates to confirm eligibility for the positions applied for - Present candidate details to the consultants on your team We are looking for enthusiastic and ambitious individuals who have a background in either recruitment or sales based working environments.

Credit Risk Modelling Analyst - Edinburgh - # 500 - 550 a day - 6 Month Contract - Banking Our Client is looking for an experienced Credit Risk Modeller to join a company within the Financial Services, with a good background of building models based in Edinburgh.

Financial Analyst — Duties & Responsibilities Oversee corporate finances and accounting procedures ensuring timely, effective, and efficient operations Utilize extensive management training to effectively lead daily business operations Analyze financial reports, market trends, and other pertinent data Manage varied corporate portfolios, checking accounts, and credit card accounts Set and strictly adhere to departmental forecasts, budgets, and timelines Responsible for accounts receivable, accounts payable, and general ledger Offer sales, customer service, and project management best practices to junior staff Craft effective financial plans for clients based upon their interests and goals Build professional relationships with clients, coworkers, and business partners Draw upon extensive mathematics and engineering background in financial planning Oversee customer account maintenance and provide exceptional customer service Perform all duties in a professional, positive, and timeFinancial Analyst — Duties & Responsibilities Oversee corporate finances and accounting procedures ensuring timely, effective, and efficient operations Utilize extensive management training to effectively lead daily business operations Analyze financial reports, market trends, and other pertinent data Manage varied corporate portfolios, checking accounts, and credit card accounts Set and strictly adhere to departmental forecasts, budgets, and timelines Responsible for accounts receivable, accounts payable, and general ledger Offer sales, customer service, and project management best practices to junior staff Craft effective financial plans for clients based upon their interests and goals Build professional relationships with clients, coworkers, and business partners Draw upon extensive mathematics and engineering background in financial planning Oversee customer account maintenance and provide exceptional customer service Perform all duties in a professional, positive, and timefinancial reports, market trends, and other pertinent data Manage varied corporate portfolios, checking accounts, and credit card accounts Set and strictly adhere to departmental forecasts, budgets, and timelines Responsible for accounts receivable, accounts payable, and general ledger Offer sales, customer service, and project management best practices to junior staff Craft effective financial plans for clients based upon their interests and goals Build professional relationships with clients, coworkers, and business partners Draw upon extensive mathematics and engineering background in financial planning Oversee customer account maintenance and provide exceptional customer service Perform all duties in a professional, positive, and timefinancial plans for clients based upon their interests and goals Build professional relationships with clients, coworkers, and business partners Draw upon extensive mathematics and engineering background in financial planning Oversee customer account maintenance and provide exceptional customer service Perform all duties in a professional, positive, and timefinancial planning Oversee customer account maintenance and provide exceptional customer service Perform all duties in a professional, positive, and timely manner

Account Representative — Duties & Responsibilities Experienced manager with a background in purchasing, inventory, customer service, accounting, and sales Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Set and strictly adhere to departmental budgets and timelines Consistently meet or exceed sales goals through networking, in personal sales, and other tactics Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen relationships with key clients, partners, and community leaders Oversee $ 8.9 million company inventory, supply, and purchasing operations Achieve fill rate performance of 95.7 % in 2010 Oversee varied material purchasing while constantly analyzing market and pricing trends Review proposals, negotiate prices, select suppliers, and oversee purchasing / delivery logistics Responsible for forecasting, requirements analysis preparation and execution, RFP processes, bid analysis, negotiations, and contract awards in accordance with company guidelines Provide financial oversight of accounts receivable, payable, and general ledger ensuring profitable operations Serve as departmental liaison for corporate Diversity and Inclusion initiative Represent company brand with poise, integrity, and positivity

A child at high risk of developing a medical condition or a physical, emotional or mental disability, based upon family background or history, may be eligible for deferred adoption assistance, which would include medical assistance without financial assistance.

However, the reverse mortgage should be evaluated based on the borrower's particular needs and financial background.