4 analyst or associate jobs found

Fidelity Investments Job Description: Job Title: Vice President, Planning & Engagement Note: Fidelity will not provide immigration sponsorship for this position The Role The Vice President of Planning & Engagement partners with Fidelity's largest Strategic Plan Sponsors to develop and implement advice/guidance programs to improve engagement with their participants. This highly transparent and strategic role works across the Workplace and Personal Investing businesses and supports a wide array of solutions we can deliver to plan participants. As part of the overall client service team for a book of clients, you will consult with your clients, the Plan Sponsors, on how best to position Fidelity's participant engagement solutions to their participants. You will build and implement strategies crafted to engage participants with the right solution, at the right time and through the right channel. And you will support Personalized Planning & Advice, our premium...

Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Loan Officer Assistant plays an important role in the organization by performing, under direct supervision, several activities related to assisting originators build complete loan files for submission. This role may perform the Lead to Contract and/or Contract to Close duties. Essential Functions Lead to Contract duties: Acting as a primary point of contact for the customer contact for licensed activity, for the loan officer. Assist originator in appointment setting with prospective and new applicants. Provide new lead call backs within 20 minutes and maintain a 35% conversion rate from...

Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Loan Officer Assistant plays an important role in the organization by performing, under direct supervision, several activities related to assisting originators build complete loan files for submission. This role may perform the Lead to Contract and/or Contract to Close duties. Essential Functions Lead to Contract duties: Acting as a primary point of contact for the customer contact for licensed activity, for the loan officer. Assist originator in appointment setting with prospective and new applicants. Provide new lead call backs within 20 minutes and maintain a 35% conversion rate from...

Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Loan Officer Assistant plays an important role in the organization by performing, under direct supervision, several activities related to assisting originators build complete loan files for submission. This role may perform the Lead to Contract and/or Contract to Close duties. Essential Functions Lead to Contract duties: Acting as a primary point of contact for the customer contact for licensed activity, for the loan officer. Assist originator in appointment setting with prospective and new applicants. Provide new lead call backs within 20 minutes and maintain a 35% conversion rate from...