Sentences with phrase «individual financial needs»

As your Lender of Choice, my No. 1 priority is creating the best loan program to meet your individual financial needs.

• Advise staff of any changes in policy and procedures, allocate resources, plan work schedule and assign work • Train current and new staff members, conduct performance reviews and make recommendations regarding corrective actions and dismissals • Proactively assist departmental manager with scheduling for entire department for various training courses to ensure service level is met • Create and distribute various reports to staff and peers Collector III (September 2007 to present) • Assisted non prime borrowers in bringing their loan current using one of the variety of programs offered customized for individual financial needs • Assisted team manager with maintaining and distributing month end numbers to peers needed for individuals to achieve individual as well as team monthly goal • Proactively created and facilitated various training classes to assist peers with negotiation skills, creating a sense of urgency as well as curing past due mortgage loans • Peer coached Prime and HAD agents on negotiation skills, overcoming objections and handle time Financial Service Advisor / Relief Team Manager (March 2006 to September 2007) • Proactively contacted Card members that were deemed likely to attrite, educated them on their current terms and offered competitive balance transfer rates based on their individual credit history • Assisted with new hire training and development • Created reports assisting peers with agent availability which increased team results by 20 % • Provided feedback to marginally performing associates to improve both individual and department performance in percentage of contacts to attempts, phone availability and sales rate

Collector III (9/2007 — 9/2008) • Aided non-prime borrowers in bringing loan payments current utilizing a variety of related programs, providing customized solutions based upon individual financial needs • Assisted team manager with maintaining and distributing month - end numbers to peers, providing relevant information to help staff achieve all individual as well as team monthly goals • Created and facilitated various training classes to assist peers with negotiation skills, reducing the past - due loan balances outstanding while improving departmental bottom - line • Coached prime and HAD agents on negotiation skills as well as objection handling and time management

Flexible term plan to choose these 4 options based on your individual financial needs.

The coverage you need, such as the term length and the death benefit amount, will depend on your individual financial needs and the costs that your family would need to cover if you were to die.

Deciding between term and permanent life insurance really comes down to your individual financial needs, as both types of life insurance have their pros and cons.

They evaluate your individual financial needs, health concerns and provide you with a variety of options.

The Center offers a variety of planned gift opportunities designed to meet individual financial needs.

«One size fits all» may be fine for hats and bathrobes, but when it comes to bankruptcy, you need a Minnesota bankruptcy solution that is carefully selected and customized to fit your individual financial needs.

The coverage you need, such as the term length and the death benefit amount, will depend on your individual financial needs and the costs that your family would need to cover if you were to die.

It's important to work with your financial professional to select a variable annuity that suits your individual financial needs and comfort with risk.

And that's where various types of mortgage loans have been devised and marketed to borrowers to suit their individual financial needs.

Meet your individual financial needs with a Star One Credit Union Personal Line of Credit or a Personal Loan.

No matter your credit history, we will work to customize and create a car loan or lease that meets your individual financial needs.

It's important to work with your financial professional to select a variable annuity that suits your individual financial needs and comfort with risk.

Not exact matches

«HSAs,» wrote Geisler, «need to be incorporated into financial planners» recommendations to individuals.»

In order to keep things running smoothly every company needs a group of individuals who keep its financial performance ticking along.

Individuals need to believe they are capable to succeed, and sometimes take risks to meet their personal financial goals, for the system to blossom.

She runs her own company, Down to Earth Finance, where she offers individual sessions and seminars to address personal financial needs and concerns.

The only thing needed for this plan is a financial jumpstart to get this out to a test group of about a 100 and individual sweat equity.

If you would like investment, accounting, tax or legal advice, you should consult with your own financial advisors, accountants, or attorneys regarding your individual circumstances and needs.

Financial services providers in New York will need a BitLicense — but that won't include software developers, bitcoin miners, and individual cryptocurrency...

Atlas helps individuals, families, and business owners develop and implement sophisticated, long - term financial plans that are highly tailored to your needs.

«Financial advisors must establish the relationship with recurring, proactive communication that shows value by providing advice relevant to the individuals» current needs and interests,» said Robert Roley, managing director at SS&C Advent in New York City.

After becoming a Certified Financial Planner ™ Practitioner and working in and studying the financial services industry for several years, Jim concluded that in order for individuals and families to be truly successful in their financial and investment planning they needed a highly trained, independent financial advisory team, loyal only to them and compensated onlyFinancial Planner ™ Practitioner and working in and studying the financial services industry for several years, Jim concluded that in order for individuals and families to be truly successful in their financial and investment planning they needed a highly trained, independent financial advisory team, loyal only to them and compensated onlyfinancial services industry for several years, Jim concluded that in order for individuals and families to be truly successful in their financial and investment planning they needed a highly trained, independent financial advisory team, loyal only to them and compensated onlyfinancial and investment planning they needed a highly trained, independent financial advisory team, loyal only to them and compensated onlyfinancial advisory team, loyal only to them and compensated only by them.

The right products for you Whether you're in Canada, the U.S. or Asia, our network of advisors will work with you to find the financial solution that's right for your individual needs.

Whether you're in Canada, the U.S. or Asia, our network of advisors will work with you to find the financial solution that's right for your individual needs.

Prior to joining Triangle Peak, Scott was the chief financial officer for Abingdon Capital Management, a McLean, Virginia - based hedge fund serving the investment needs of institutions and high net worth individuals.

As Thomas J. Cymer, DFP, CRPC, of Opulen Financial Group in Arlington, Va., notes: If individuals «are fortunate enough to not need the funds they can reinvest them using a regular brokerage account.

Since the financial institution is taking on a greater risk by extending a loan to such an individual, they need to be compensated appropriately.

The growing availability of credit has also expanded the resources available to new entrepreneurs launching businesses, and has given many families access to the funds they need to «smooth over» periods of financial challenge.9 / At the same time, competition among lenders for individuals with solid credit histories has reduced the price of credit for those consumers.10 /

Perhaps you run a financial business and need to find high net worth individuals interested in investing.

The material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances.

The Pagnato - Karp Group is a family wealth financial services firm that focuses on meeting the unique needs of the nation's high - net - worth individuals and their families.

You choose your own path, and you decide what is best for you, and where necessary, seek help from a financial advisor that understands your individual personal needs.

Banks and other financial services sector organizations need to pay more attention to their security infrastructure and defenses and apply application security safeguards to monitor all of their data - as well as individual files, says Terry Ray, CTO of Imperva.

Because each individual's situation is different, the reader should consider working with a Financial Planner for their specific financiFinancial Planner for their specific financialfinancial needs.

In every corner of our footprint, if you're starting, growing, managing or selling a company, whether you need an individual retirement account or an estate plan for a substantial financial legacy, there's a PNC - Certified Women's Business Advocate who can help you.

The argument is that individuals could opt out of Ripple at some point when they do not want anything to do with financial institutions and banks and instead turn towards one on one dealings without the need for intermediaries.

The platform lender uses the national charter of its financial institution partner, and so does not need individual state licenses.

So again, this is as you and I talked from a financial repression perspective, this is a very empowering concept because it's putting control back in the hands of individuals and really away from governments and big companies because they're not needed as the middleman.

Our areas of expertise are in Investment Banking, Wealth Management and Corporate Advisory and we serve a wide range of clients, including high net worth individuals, family offices and small to medium sized regional businesses.We are valued by clients across the Middle East for our full spectrum capital markets offerings and for the extensive, global experience of our Board and the management team.We are respected for our commitment to building long - standing and successful relationships with our clients and for delivering services that are tailored to their individual needs and requirements.We understand the importance of integrity in promoting and building sustainable businesses and in cultivating personal relationships with all stakeholders, and are committed to generating value for our clients.Morgan Gatsby is regulated by the Dubai Financial Services Authority («DFSA») and is owned by Essel Group ME («EGME»), which is pending authorization.

Entrepreneurs and individuals who have been able to find opportunities and needed to raise capital have, so far, been depending on financial institutions.

A professor in financial planning shared that most needs - analysis tools available today do not do an adequate job of discovering insurance gaps for guaranteed income and protection in an individual's financial plan.

A robot can never work with an individual to translate someone's stated needs and wants into a dollar amount that will accomplish that financial plan and create such a program to get there.

But he says the new products will serve the needs of another market — individuals who do not want or need, or who can not afford, the services of financial planner.

You need to look under the hood of the individual fund and monitor tax - efficiency and consistency with your targeted benchmark, says Kevin M. O'Brien, founder and president of Peak Financial Services in Northborough, Massachusetts.

Her focus includes working with successful individuals to find comprehensive solutions to a broad spectrum of advanced financial planning needs and objectives.

In the same logic can be found the capital struggle to put (once again) financial resources at the service of globalised social welfare and the creation of common wealth in terms of goods and services necessary and indispensable for the satisfaction of basic individual and collective needs.

Even individuals, when they do such planning as budgeting for their financial needs, work in order to place meals on their tables, decide where to send children to school or do shopping in order to get the value for their money et cetera, they are involved in politics.