63 finance jobs found in Woodmere, OH

Description Within the Consumer Finance Segment, the product set includes Auto, Home Equity, Mortgage, and other Direct.  The primary focus of the Quantitative Analyst role will be to conduct analytics and deliver reporting related to business strategy, credit, fraud, and operational risk.  The selected individual will develop and execute collaborative efforts to ensure business and credit initiatives are delivered successfully through critical analytics, close collaboration with key business stakeholders, and a high level of responsiveness to market changes.  Working with cross functional teams to understand and connect market dynamics and price optimization strategies will be necessary in this role.  The selected individual will develop reporting to effectively monitor the health of the portfolio and specific strategies. As the 1st line of defense, this position will be responsible for supporting and...

MarshBerry is growing! We are seeking a Vice President, Valuation to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. Job Details Position Summary: MarshBerry is seeking a Vice President, Valuation , for our Financial Advisory Team based either our Beachwood OH, Grand Rapids MI, Plano TX, or Dana Point CA office.   The Vice President is responsible for the execution of business valuation projects as part of MarshBerry’s Financial Advisory Team. The Vice...

MarshBerry is growing! We are seeking a Vice President, Due Diligence to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. Job Details Position Summary: MarshBerry is seeking a Vice President, Due Diligence , for our Financial Advisory Team based either our Beachwood OH, Grand Rapids MI, Plano TX, or Dana Point CA office. The Vice President is responsible for the execution of financial due diligence projects as part of MarshBerry’s Financial Advisory Team. The...

MarshBerry is growing!  We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. We are seeking a Financial Analyst to join our team.  The Financial Analyst is responsible for analyzing client business and financial documents and preparing financial models to support merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry’s Financial Advisory Team. Responsibilities: • Collaborates as a key member of project teams in fulfillment of...

MarshBerry Connect Intern MarshBerry is growing! We are seeking a MarshBerry Connect Intern to support the MarshBerry Connect executive peer exchange membership within our Investment Banking and Consulting division. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve, and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.   Job Details Position Summary: MarshBerry is seeking a MarshBerry Connect Intern to support the MarshBerry Connect executive peer exchange membership within the Investment Banking and Consulting division in our...

MarshBerry is currently seeking a Vice President for our Financial Advisory Team based in either our Beachwood OH, Grandville MI, New York NY or Dana Point CA office . The Vice President is responsible for leading transaction teams, conducting hands-on analysis, driving growth, and ensuring MarshBerry services are delivered effectively and efficiently.  The Vice President is responsible for the fulfilment and origination of merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry’s Financial Advisory Team including the negotiation, structure, terms and conditions, completion and oversight of the day to day functions with the internal team members as a transaction or project moves through its cycle of introduction to closing.  The Vice President will aid in the planning, formulating, and implementation of team goals and objectives and ensuring the completion of such.  This role will be focused on clients within the...

MarshBerry is currently seeking a Vice President for our Financial Advisory Team based in either our Beachwood OH, Grandville MI, New York NY or Dana Point CA office . The Vice President is responsible for leading transaction teams, conducting hands-on analysis, driving growth, and ensuring MarshBerry services are delivered effectively and efficiently.  The Vice President is responsible for the fulfilment and origination of merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry’s Financial Advisory Team including the negotiation, structure, terms and conditions, completion and oversight of the day to day functions with the internal team members as a transaction or project moves through its cycle of introduction to closing.  The Vice President will aid in the planning, formulating, and implementation of team goals and objectives and ensuring the completion of such.  This role will be focused on clients and prospects...

MarshBerry is currently seeking Investment Banking Interns for Summer 2024 based in our Beachwood OH, Grand Rapids MI, Plano TX, and Dana Point CA offices.  The Investment Banking Intern is responsible for analyzing client business data and financial documents and entering data into financial models to support merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry’s Financial Advisory Team. The Intern will also fulfill ad hoc data and research requests. Responsibilities: Collaborates as member of project teams in fulfillment of merger and acquisition advisory, valuation, due diligence, and financial consulting projects including financial analysis and models, fact finding, data gathering, analysis, report writing, and value determination. Analyze data from client financial statements and enter it into MarshBerry models. Convert data from various formats into standardized format and chart of accounts. Complete...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

Description This role qualifies for a Sign On Bonus The Resource colleague is a valuable and important leader on the team providing necessary support. Will cover area branches including in and around Cleveland, OH. - Guaranteed quarterly bonus - Paid Millage - Drive times limited - max 45 min - Career Advancement Opportunities Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a full-time Branch Resource Team member, you will engage in proactive sales and customer service activities, including teller transactions .  Colleagues in the Branch Resource Team will travel between their assigned branches and the work location may...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Branch Manager, you are responsible for management of the branch; leading all facets of sales, service and operations of the branch; coaching on existing processes, leading the team in achieving budgeted production goals, acquiring new consumer and business customers; initiating referrals to partners, and deepening all existing customer relationships proactively driving business inside and outside of the branch; and responsible for consistent business development and calling program. Duties & Responsibilities: Managing portfolio of high value consumer and...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

Description Summary: The Consumer Deposit Product Manager for Checking Household Acquisition is responsible for driving tactical execution of acquisition strategies that lead to outsized Consumer and Small Business Checking Household growth.  This product manager will partner across Retail Sales and Service, Regional Banking, Marketing, and Data and Analytics teams to build and support new acquisition playbooks that activate household growth at the market level. The role will forecast Checking performance and provides performance reporting and insights.  Duties & Responsibilities: Manage the execution of new acquisition strategy playbooks in partnership with sales and local market teams. Ensures delivery of acquisition roadmap milestones, by influencing cross line of business partners to achieve key program goals and objectives. Coordinates internal and external messaging with marketing and...

We are seeking a Temporary Staff Accountant to support our accounting team. The ideal candidate will ensure the execution of accounting tasks in compliance with established principles and practices. This position offers a dynamic and fast-paced environment, perfect for individuals who thrive on accuracy and teamwork. Your Impact: Perform day to day accounting operations, including general ledger entries and account reconciliations. Ensure compliance with established accounting principles and internal policies. Responsible for the escheatment process of employee benefit carriers back log. Research daily check and cash application payments for TPA systems. Collaborate with team members streamline accounting processes and improve accuracy. Prepare financial reports and summaries for management review. ​​ Successful Candidates will Have: Bachelor’s degree in Accounting, Finance, or a related field. 2-5 years of general financial and cost experience. Proficiency...

Join Our Team as an Accounting Team Lead – Drive Success, Inspire Excellence, and Shape Our Financial Future! Are you an accomplished accounting professional with a talent for delivering impactful financial insights and leading dynamic teams? We're on the hunt for an Accounting Team Lead who is ready to elevate our financial operations and make a lasting impact. This is more than just a job – it’s an opportunity to advance your career, take on meaningful challenges, and shape the financial direction of a forward-thinking organization. Ready to Make an Impact? Join us and turn your expertise into extraordinary results. Let’s redefine success together! Your Impact: Develop, analyze, and interpret financial information to assess the company’s operating results and fiscal soundness. Maintain accuracy in multiple general ledger systems while supporting non-financial business units with their financial needs. Act as the financial subject matter expert in...

Description Summary: The Credit Review Officer Sr- Consumer is responsible for evaluating the credit risk embedded in Bank assets. The candidate will possess a detailed working knowledge of the methodologies and techniques for performing credit risk review engagements and continuous monitoring activities associated with a strong independent credit review function.  Duties and Responsibilities: Reviewing, analyzing, and assessing individual loans to determine (a) the comprehensiveness, quality, and sufficiency of loan origination and credit action underwriting packages, (b) confirming that customer profiles are consistent with business segment(s) credit risk appetite, front end guidance, and/or preferred client profile, (c) analyze data for proper rank order of risk. Effectively communicate and interface with Credit Review colleagues, business segment and credit support constituent colleagues. and other...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

Description Summary: The Mortgage Loan Officer position provides Simply the Best customer service to each customer at all times. Responsibilities include using internal and external referral sources to develop mortgage loan business; builds and maintains business relationships within the community. Duties & Responsibilities: Develops new and expands internal and external referral sources to grow mortgage business Using consultative selling techniques, advises clients on mortgage loan options and other financial products. Provides excellent customer service from approval through closing, working closely with loan origination sources to secure and verify all information required for underwriting. Responsible for maintaining client relationships. Advises customers on the completion of loan applications. Performs other duties as assigned. Basic Qualifications: High school diploma or GED One or...

We are seeking a detail-oriented and organized individual to join our team as an Accounting Administrative Specialist on site in . This position will play a crucial role in handling various administrative and accounting-related tasks, ensuring the smooth functioning of our financial operations and overall office efficiency. Your Impact: Responsible for processing incoming and outgoing checks Sort and distribute accounting-related mail promptly Daily trips to local post office for mailing of confidential material Responsible for Fed Ex and UPS deliveries and account Liaison for printer, postage meter, supplies etc. Prepare and process Notice of Cancellations for Policies Maintain and update distribution lists for internal communications Coordinate and schedule meetings efficiently as requested by management Update and maintain the company portal with relevant information for accounting teams Successful Candidates will have: Proven experience in administrative...