Sentences with phrase «provided asset reviews»

At his previous firms, he performed credit analysis assisting loan officers with underwriting property and borrower information for loan submissions, serviced commercial loans providing assumptions and modifications for the commercial portfolio, worked out problem assets and provided asset reviews to classify loans in order to assess portfolio quality.

Not exact matches

After the algorithm has provided you with an asset allocation, it's reviewed by an actual person.

BlackBerry's ability to manage inventory and asset risk; BlackBerry's reliance on suppliers of functional components for its products and risks relating to its supply chain; BlackBerry's ability to obtain rights to use software or components supplied by third parties; BlackBerry's ability to successfully maintain and enhance its brand; risks related to government regulations, including regulations relating to encryption technology; BlackBerry's ability to continue to adapt to recent board and management changes and headcount reductions; reliance on strategic alliances with third - party network infrastructure developers, software platform vendors and service platform vendors; BlackBerry's reliance on third - party manufacturers; potential defects and vulnerabilities in BlackBerry's products; risks related to litigation, including litigation claims arising from BlackBerry's practice of providing forward - looking guidance; potential charges relating to the impairment of intangible assets recorded on BlackBerry's balance sheet; risks as a result of actions of activist shareholders; government regulation of wireless spectrum and radio frequencies; risks related to economic and geopolitical conditions; risks associated with acquisitions; foreign exchange risks; and difficulties in forecasting BlackBerry's financial results given the rapid technological changes, evolving industry standards, intense competition and short product life cycles that characterize the wireless communications industry, and the company's previously disclosed review of strategic alternatives.

The Company reviews the investment strategy and provides a recommended list of investment managers for each country plan, with final decisions on asset allocation and investment managers made by the board of trustees for the specific plan.

For additional insight into our longer term view, please click here to see a piece provided by our research consultant, Asset Consulting Group, that takes a brief look at the year - end review.

Aside from providing art and assets and reviewing those, there's more that went into the process.

When you get a mortgage prequalification, it is based solely on information you provide, without a detailed review of your income, assets, and credit history.

Investment Analysis: As requested by state insurance regulators, the Capital Markets Bureau provides a number of services --(1) Preliminary Investment Analysis and detailed Investment Analysis Reports; (2) Detailed Asset Reviews; (3) Derivatives Use Plan Reviews; and (4) On - Site Examination Support.

In order to file a consumer proposal you would have spoken with a trustee in bankruptcy who would have reviewed your debts, your income, assets etc. and provided you with available options.

Mortgage pre-approval, on the other hand, involves the same steps as a mortgage application — you'll provide detailed information about your income and assets that will be reviewed by the lender's underwriters.

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Whether you are planning for or in retirement; managing assets earned or received through inheritance; or simply want a comprehensive review of your finances to gain assurance you are on track, a NAPFA professional will provide advice that is not biased by commissions.

A review of your assets and your plan can provide you with peace of mind that your wealth will last through retirement.

After the algorithm has provided you with an asset allocation, it's reviewed by an actual person.

If SEGA has provided review assets, whether it's a physical disc or digital content, we'll provide a disclaimer stating as such in our coverage.

Most Canadian provinces provide for judicial oversight of prenuptial agreements but the standard of judicial review varies from province to province For example: - Ontario's Family Law Act permits a court to set aside a prenuptial agreement or any portion thereof if a party failed to disclose significant assets or liabilities, if a party did not understand the nature or consequences of the contract, or otherwise, in accordance with the law of contract.

Represents numerous clients in providing non-consolidation and true sale opinions on behalf of borrowers, and reviewed opinions for lenders and trustees, in many structured finance and asset securitization transactions.

Core services include things like meeting with the Executor or Administrator, reviewing the Will or The Intestate Succession Act, obtaining information about the deceased's property and debts, providing advice about estate matters generally, and distributing the assets of the estate.

This service provides extensive financial document review and can include asset valuation and inventories of asset and liabilities.

Provided fixed asset reports for management review, and determined appropriate life months for depreciation and revised asset master according to company policy.

Provided variance analysis, financial results, risks, key performance indicators, monthly and quarterly performance reviews, and other information required by the Asset and Strategic Performance Unit management and reviewed with asset leadership team on a quarterly bAsset and Strategic Performance Unit management and reviewed with asset leadership team on a quarterly basset leadership team on a quarterly basis.

Accountant — Samson and Holmes Finance Corporation, Saratoga Springs, NY — 2/2008 — 8/2013 • Performed duties such as account processing, budgeting, and payroll on a daily basis • Discovered billing mistakes that caused the company $ 500,000 in double charges, and took appropriate action to successfully recover the full amount • Handled fixed assets, loan accounting, budget reviews and forecasts, and financial reports • Provided quarterly budget goals for both the overall company and individual departments within the company • Maintained the general ledger, compiled internal auditing reports, and recommended financial strategies to increase profits and reduce spending • Monitored industry trends, the economy, and other financial factors to determine risks and areas of profit opportunity

Provide reviews of Utah Legal Code for Deficiencies and Recommended Legislation for Economic Growth based on the Utah Venture Capital Enhancement Act of 2009 and the Utah Legal Tender Act of 2011 in relation to the use of asset - backed loyalty incentives that would increase in value over time.

TIAA - CREF (New York, NY) 12/1987 — 3/2003 Communications Specialist • Reviewed asset transfers to ensure compliance with SEC, IRS, ERISA, and state regulations • Oversaw internal and external audits and responded to any issues regarding company compliance • Developed and implemented company policies in response to emerging financial law • Provided guidance to junior associates, operational support, and assistance with special projects

Professional Duties & Responsibilities Managed daily banking operations and financial product sales for multinational banking institutions Generated significant revenue through successful leveraging of bank products and services Consistently recognized for excellence in sales, marketing, and team management Hired, trained, and reviewed financial sales associates, tellers, and support staff Offered career development services to build employee value, efficacy, and dedication Interfaced with business, insurance, and investment partners to provide holistic client service Built long - term relationships with customers, partners, and industry contacts Monitored compliance with legal and corporate policies protecting company and client assets Responsible for personal, home mortgage, automotive, and business loans Opened, updated, and settled personal and business accounts Oversaw teller transactions including deposits, withdrawals, cashier's checks, and vault access Resolved customer service inquiries resulting in client satisfaction and repeat business

Professional Duties & Responsibilities Managed all aspects of branch location including personnel and daily operations Oversaw employee hiring, training, performance reviews, compensation, and termination Interfaced with business, insurance, and investment partners to provide holistic client service Analyzed local, niche, and national markets to identify potential sales opportunities for clients Generated significant revenue through successful leveraging of bank products and services Built long - term relationships with key industry contacts to expand company reach and sales Conducted Management Self Assessments, audits, and compliance activities Monitored adherence to legal and corporate procedures protecting company and client assets Resolved escalated customer service issues promptly, professionally, and effectively Implemented measures to significantly increase operational efficacy and efficiency Identified and developed high potential employees increasing their value to the company Designed and implemented employee recognition program elevating corporate morale Performed teller services including cash handling and bank vault oversight Tracked sales referrals guaranteeing observance of proper procedures and policies Reviewed ledgers, branch audit logs, and closeout, balance, and M&D reports Provided excellent customer service resulting in client satisfaction and repeat business

Not all divorce cases require this kind of analysis; however, if there is any doubt about a spouse's income or there is a concern about «hidden» assets, this type of review may provide a more accurate picture of the couple's finances.

The recently updated study provides a comprehensive review of investment allocations and actual investment performance across 12 asset groups over an 18 - year period.

While listing descriptions, photographs, videos and other tools provided by properties showcase the physical assets of a community, resident reviews represent the unbiased opinion and experience of current renters.