Banking and Financial Services Jobs in Maywood, IL
24 positions found
Financial services company is seeking a Commercial Finance Attorney to join their growing in-house legal team. This is a unique opportunity to provide critical legal support for complex financial transactions and play a pivotal role in the company's investment activities.
Responsibilities:
- Advise on structuring, negotiating, and closing commercial finance deals, including lending, refinancing, and acquisition financing.
- Review, draft, and negotiate credit agreements, intercreditor agreements, and related documentation.
- Support M&A transactions by identifying and mitigating finance-related risks.
- Ensure compliance with federal and state financial regulations and internal corporate policies.
- Collaborate with investment, finance, and operations teams to align legal guidance with business objectives.
- Provide guidance on legal aspects of portfolio company financings and recapitalizations.
Qualifications:
- Juris Doctor (JD) from an accredited law school; active bar membership in IL
- 2+ years' experience focused on commercial finance, preferably within a private equity, law firm, or corporate legal department.
- Strong proficiency in structuring and negotiating finance transactions and understanding of commercial lending markets.
- Demonstrated expertise in contract management, compliance, and mergers & acquisitions.
- Excellent communication, analytical, and organizational skills.
- Ability to work independently and manage multiple transactions simultaneously
Interested candidates please forward resume directly to and for immediate consideration.
Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.
- October 2024Compensation: $130/hr (Negotiable) Travel, lodging (if needed), and malpractice provided Client Description:Outpatient ClinicEMR: EPICDaily Census: 16-20Required Procedures: Simple laceration repair and simple lesion removalsStaff Support: 2 additional physicians and RNsPlease contact Connor Orwan from Medical Search International at or email Connor at: for more information regarding this opportunity.
To be considered, please provide an updated CV with contact information so we can discuss this further.
Please note that your CV will NOT be sent to any clients without your explicit consent.
This is a well-established, growing team.
Bread and butter general procedures with the ability to establish your own niche as well.Hospital employedClose to the bustling town of Ann ArborExcellent compensation and benefitsState of the art facility and equipmentOne of the countrys leading health systemsExcellent support staffNew grads please apply!Live and work in a beautiful area of Michigan.
Wonderful and welcoming community is near many lakes and wineries.
Outstanding schooling and housing options.
Not far from Ann Arbor, Michigan, where you will discover excellent restaurants, retail districts, theater options and exciting sports venues.
If you would like further information, please email or call Lisa at .
Lisa VerhelleRecruitment CoordinatorAll HealthCare Staffing, L.L.C.Toll Free: Direct Line: Fax:
This is a well-established, growing team.
Hospital employedClose to the bustling town of Ann ArborExcellent compensation and benefitsState of the art facility and equipmentOne of the countrys leading health systemsJ-1 Visa SponsorshipNew grads please apply!Live and work in a beautiful area of Michigan.
Wonderful and welcoming community is near many lakes and wineries.
Outstanding schooling and housing options.
Not far from Ann Arbor, Michigan, where you will discover excellent restaurants, retail districts, theater options and exciting sports venues.
If you would like further information, please email or call Lisa at .
Lisa VerhelleRecruitment CoordinatorAll HealthCare Staffing, L.L.C.Toll Free: Direct Line: Fax:
Join a growing and innovative cancer program and an outstanding team of professionals located in southwest Michigan.Join a an excellent team of physicians and APPsHospital-employed, outpatient position.Excellent schedule Competitive salary and benefits.Located halfway between Chicago and Detroit, you will discover a vast array of options for a balanced work-life.
Excellent school choices, history, outdoor activity, multi-use trails, dining options and entertainment make this area appealing to all.Call now for additional information on this excellent opportunity! Call Lisa at or email
This is a well-established, growing team.
Bread and butter general procedures with the ability to establish your own niche as well.Hospital employedClose to the bustling town of Ann ArborExcellent compensation and benefitsState of the art facility and equipmentOne of the countrys leading health systemsJ-1 SponsorshipNew grads please apply!Live and work in a beautiful area of Michigan.
Wonderful and welcoming community is near many lakes and wineries.
Outstanding schooling and housing options.
Not far from Ann Arbor, Michigan, where you will find excellent restaurants, retail districts, theater options and exciting sports venues.
If you would like further information, please email or call Lisa at .
Lisa LucasChief Executive OfficerAll HealthCare Staffing, L.L.C.Toll Free: Direct Line: Fax:
This is a well-established, growing team.
Bread and butter general procedures with the ability to establish your own niche as well.Hospital employedClose to the bustling town of Ann ArborExcellent compensation and benefitsState of the art facility and equipmentOne of the countrys leading health systemsJ-1 Visa SponsorshipNew grads please apply!Live and work in a beautiful area of Michigan.
Wonderful and welcoming community is near many lakes and wineries.
Outstanding schooling and housing options.
Not far from Ann Arbor, Michigan where you will discover excellent restaurants, retail districts, theater options and exciting sports venues.
If you would like further information, please email or call Lisa at .
This is a well-established, growing team.
Hospital employed Close to the bustling town of Ann Arbor Excellent compensation and benefits State of the art facility and equipment One of the countrys leading health systemsLive and work in a beautiful area of Michigan.
Wonderful and welcoming community is near many lakes and wineries.
Outstanding schooling and housing options.
Not far from Ann Arbor, Michigan, where you will find excellent restaurants, retail districts, theater options and exciting sports venues.If you would like further information, please email or call Lisa at .Lisa LucasChief Executive OfficerAll HealthCare Staffing, L.L.C.Toll Free: Direct Line: Fax:
Rise is an award-winning , full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics capabilities to help solve the unique struggles brands face today. This approach, with transparency at its core , specializes in omnichannel media, commerce and retail media, advanced in-home media, as well as content and creator marketing.
We offer "Risers" the opportunity to work in an ever-evolving industry that will foster learning and development, provide an innovative work environment with diverse projects and clients, career advancement paths a collaborative team environment, corporate social responsibility initiatives, an inclusive and diverse culture, plus association with a reputable media agency. We're looking for talent like you who can continue to elevate our work and culture.
General Purpose of Job:
The Manager, Investment, Programmatic is responsible for effectively supervising a team and set of clients with a focus on accuracy, growth, and innovation. This individual will act as a subject matter expert on programmatic strategy and execution, assuming a client facing role during pre-sales activity and enterprise-level client meetings. The ideal candidate will have a demonstrated track record of tactical channel expertise and possess a strong understanding of channel strategy and goals. As a supervisor, the Manager will oversee employee development and retention, including training and goal setting, and lead the team in ensuring that the tactical execution of media planning, placement, and reporting (including post-buy and financial reconciliation) are handled with accuracy and timeliness. Additionally, this individual is an expert at process / project management to efficiently create processes that can be scaled across multiple accounts or teams.
Key Responsibilities:
- Onboard, maintain and grow assigned client portfolio; coordinate / collaborate with Account Management, Media Strategy and programmatic leadership on long-term strategic roadmap
- Develop programmatic strategies utilizing knowledge, experience, and strong analytical skills to extract insights from campaign data and provide well-developed quantitatively based recommendations to accomplish client goals and objectives
- Create presentations, regular reporting, and other documents for client use in the evaluation and approval of programmatic campaigns
- Develop programmatic campaign targeting and measurement strategies, ensuring it aligns to the clientβs business goals; oversee strategy implementation across all programmatic mediums (display, video, native, digital audio, CTV, digital out of home)
- Develop action plans for achieving and measuring campaign success; identify KPIs, processes for measurement, and optimization strategies
- Own performance accuracy for campaign execution, optimization, and insights for all assigned clients
- Develop processes to help improve efficiency of the team; scale processes across greater programmatic practice
- Keep agency counterparts and clients up to date on industry trends and technology partners, seeking out opportunities to vet and test new technologies
- Research, vet and test technology partners to drive performance for clients
- Responsible for managing a team of direct reports (remote and across all Rise locations)
- Accountable for all aspects of team oversight, including employee onboarding, employee training, employee performance (accountability and behavior), employee retention
- Overall control of workflow and assigned responsibilities within the team; oversee the progress of all projects and provide assistance, where necessary, to ensure timely completion; quickly and tactfully troubleshoot employee and client issues
- Collaborate with leadership and peers to develop solutions that will enhance our operational efficiency, tools, and systems, and improve current workflows
- Watch and check programmatic media trends, tools, technologies, and recommend direction for investment and implementation
- Represent Rise to vendor reps to analyze value and applicability of media vehicles/tactics for plan consideration as needed
- Participate in vendor meetings with current and potential partners
Education:
- Bachelor's degree (communications, marketing, advertising, or business)
- Ability to speak, read and write the English language Experience:
- 4+ years relevant work experience in digital / programmatic media preferred; agency experience a plus
- Expert usage of Microsoft Office suite, with strong emphasis on Excel
- Experience building media plans and determining budget allocation on a yearly and monthly basis using different forecasting methodologies
- Experience developing and managing high performance teams a plus
- Strong relationships with publisher and technology partners
- Advanced knowledge of the importance and role of programmatic within a media plan and how to leverage it strengths
- Proven ability to convert and implement strategic plan directions into flawless tactical executions
- Demonstrated understanding of media planning concepts such as reach, frequency, frequency management, impression share, ROI, ROAS, and other KPIs
Certificates, Licenses, Registrations:
- Certificates in Google DV360, Google Campaign Manager, and The Trade Desk required.Β
Knowledge, Skills & Abilities:
- Strong analytical capabilities with aptitude to understand technical nuances associated with various media buying platforms in order to improve client results
- Proven experience in developing ongoing processes that positively impacted the profitability / efficiency of an account team
- Establishes self as a trusted resource by developing relationships with key internal and external stakeholders
- Superior oral and written communication skills; focus on fostering strong, collaborative relationships at a tactical level
- High comfort level participating in brainstorms and ideation sessions
- Ability to work with a team to think tactically and execute accurately in order to align media execution with client needs
Employees can be expected to be paid an annualized salary range of $75,000-$95,000.00, based on variations in knowledge, skills, experience and market conditions.
#LI-MW1
Operational Risk Analyst β Chicago
Electronic trading | Trading Floor Environment
On-site: Chicago
A leading global trading firm is looking for an Operational Risk Analyst to join its Chicago office.
In this role, you'll be embedded on the trading floor, working in a fast-paced, data-driven environment. You'll use real-time data and AI tools to monitor operational risk, enhance control frameworks, and proactively identify emerging patterns. This position supports the European business while contributing to global risk initiatives across the U.S. and APAC regions.
You must be able to assess and enhance second-line control frameworks and reporting.
What We're Looking For:
- 3+ years in operational risk or a related second-line role.
- Experience in trading environments (market making/algorithmic trading)
- Experience creating and building risk frameworks
Job Title: Private Credit Lending Specialist (3-5 years of experience)
Location: New York or Chicago
About the Role
We are seeking a detail-oriented and experienced Paralegal to support secured lending transactions from origination through closing. This role will focus heavily on drafting and reviewing legal documentation,coordinating due diligence materials, and working closely with internal stakeholders, internal counsel, and borrowers to ensure timely and accurate execution of transactions.
Key Responsibilities
- Prepare, review, and manage closing documentation, such as written consents and officer's certificates,
- Coordinate closing processes, including checklists, signature packets, and other closing deliverables
- Assist with UCC filings, lien searches, and post-closing filings
- Track conditions precedent and subsequent, ensuring all requirements are satisfied
- Support amendments, waivers, consents, and refinancing transactions
- Maintain organized and accurate transaction records and closing files
- Liaise with borrowers, lenders, outside counsel, and third-party service providers
- Ensure compliance with internal policies and applicable legal requirements
Qualifications
- Paralegal certificate or equivalent legal experience
- 3+ years of experience supporting lending or finance transactions (law firm or in-house)
- Strong familiarity with loan documentation and closing mechanics
- Experience with secured transactions and UCC filings
- Exceptional attention to detail and organizational skills
- Ability to manage multiple transactions and deadlines simultaneously
- Strong written and verbal communication skills
- Proficiency with Microsoft Office, Google Docs and document management systems
Nice to Have
- Experience with venture debt, asset-based lending, or structured finance
- Exposure to fintech or growth-stage companies
- Experience working in a fast-paced, deal-driven environment
Why Join Us
- Opportunity to work closely with key decision makers in sophisticated lending transactions
- Collaborative, high-performing team
- Competitive compensation and benefits
With a network of nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis prides itself on providing employees with opportunities for career advancement and job satisfaction. In fact, many of our company's managers, vice presidents, and corporate executives started out in the branches as driver/guards and tellers. Our work can be challenging, but the thousands who have stayed with our company for decades will tell you that if you have the desire to learn and the drive to succeed, Loomis is the place to be. Come join our team!
Key Responsibilities:
- Proactive approach to preventing losses/injuries, whether they are to our employees, third parties, or customers' valuables. They include cash-in-transit, auto losses, and injuries.
- Report all incidents, claims, and losses that may expose the company to financial losses, whether they are covered by insurance or not.
- Ensures the execution of established risk and operational policies and procedures to mitigate risk.
- Supports field operations through risk training and leadership team development.
- Demonstrate management leadership charged with achieving the goals of the Company, both in safety and cargo losses.
- Establishes and communicates a risk business plan consistent with the objectives of the Company that equally combines the tenets of workplace safety, addressing Workers Compensation, injury prevention, vehicle crash avoidance through improved driver performance, and proactive surveillance programs that identify and correct behavioral problems.
- Equally ensures the execution of risk tools at the branch level, including robbery prevention and other processes that reduce customer asset losses.
- Effectively utilizes and ensures the branch's application of established loss-prevention tools.
- Continuously evaluates loss trends to ensure new emerging risks are readily identified and appropriate plans are implemented.
- Assures that an effective claims management program is in place. The program reflects timely reporting of losses and verifies that prompt, accurate investigations occur.
- Provides management guidance on physical security requirements for new or upgraded facilities.
- Periodically conducts branch audits of policies and procedures to verify compliance.
- Required to personally investigate complex losses of significant value in both the casualty and cargo areas.
- Manage claim and loss reporting.
- Monitor and follow up on all audit findings and corrective actions to ensure timely solutions.
- Other duties and projects as assigned.
Primary Qualifications:
- Bachelor's Degree in management, business, safety, security, criminal justice, or a related field, preferred.
- Equivalent work experience in lieu of a degree.
- Minimum five (5) years' experience that reflects continuous management and leadership growth.
- Ability to travel up to 60% as needed to meet with team members and business partners.
Individual Skills & Competencies:
- Demonstrating knowledge or proficiency in cash management/handling, employee training, interview techniques, transportation, and loss investigation is desirable.
- Demonstrates excellent communication skills, both written and verbal.
- Ability to interact effectively with individuals at various levels in the organization.
- Proficient with Microsoft Office Suite, Excel, or related software.
- Ability to take initiative and have a sense of urgency for time-sensitive materials.
Benefits:
Loomis offers one of the most comprehensive employee benefits packages in the industry, which includes:
- Vacation and Sick Time (PTO) as well as Paid Holidays
- Health & Dental Insurance
- Vision Insurance
- 401(k) Plan
- Basic Life Insurance Plan
- Voluntary Life Insurance Plan
- Flexible Spending and Health Savings Account
- Dependent Care Account
- Industry-leading Training and Development
Loomis is an Equal Opportunity Employer and Drug Free Workplace. Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status, or disability.
Senior Credit Risk Associate
Location: Chicago (Hybrid, 3 days per week)
Salary: $115,000 to $130,000 base plus 15 percent bonus paid quarterly
Visa sponsorship not available
A fast-growing, data-driven financial services company is seeking a Senior Credit Risk Associate to join its analytics function and support credit acquisition strategy. This role focuses on making disciplined, data-led credit decisions that balance growth, risk, and regulatory compliance.
This is a strong opportunity for an experienced credit analyst who enjoys combining hands-on analytics with strategic input and cross-functional collaboration.
The Role
The successful candidate will focus on pre-enrollment credit risk strategy and play a key role across the customer lifecycle.
Key responsibilities include:
- Developing and enhancing credit risk strategies across acquisition and early lifecycle stages
- Analysing application data, credit bureau reports, trade lines, and portfolio performance
- Partnering with model development teams on scorecards and machine learning models
- Monitoring early risk indicators and overall portfolio health
- Ensuring compliance with ECOA, FCRA, and UDAAP regulations
- Presenting insights and recommendations to senior stakeholders
- Collaborating closely with sales, operations, and legal teams
- Conducting market and industry research to inform strategy
About You
This role suits someone who is analytically strong, commercially aware, and comfortable influencing decision-making.
Required experience:
- 4+ years of experience in credit analytics, underwriting, or consumer lending
- Strong background in acquisition strategy and credit decisioning
- Advanced SQL skills
- Experience with Python or R preferred
- Familiarity with Tableau, Snowflake, and cloud data environments
- Experience working with credit bureau data, scoring models, and underwriting frameworks
- Background in consumer-facing financial services or lending
Interview Process
- Short SQL-based technical assessment
- Virtual interview with the hiring manager
- Final interview with senior commercial leadership
Why Apply?
- High-impact role within a growing analytics team
- Strong business performance without aggressive headcount expansion
- Clear exposure to senior stakeholders and decision-makers
- Comprehensive benefits including employer-paid healthcare, flexible time off, and a 401(k) with immediate vesting
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
- Effectively multitask and adapt to the dynamic demands of the role, ensuringΒ timelyΒ and efficient service Β
- Exceed customer expectations through ease,Β empathyΒ and encouragement, deliveringΒ results related to individual and branch goals Β
- Develop newΒ connections andΒ maintainΒ onesΒ by engagingΒ customers throughout the loan process and life cycle, presenting tailored solutions based on customer needsΒ
- Manage the life cycle of loans, including collections activities whileΒ maintainingΒ compliance with all relevant laws and regulationsΒ
- Engage with customers and other departments through multiple technological channels, including phone, email,Β chatΒ and our in-house systemsΒ
- ExhibitΒ passion for achievement, bringing an internal drive to succeed andΒ goal oriented attitudeΒ
- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans,Β termsΒ and their options Β
- High SchoolΒ DiplomaΒ orΒ GED?????Β
- Bilingual - Spanish???Β
- Sales, Collections or Customer Service experience??
- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Β
- Up to 4% matching 401(k)Β Β Β
- Employee Stock Purchase Plan (10% share discount)Β Β Β
- Tuition reimbursementΒ Β Β
- Paid time off (15 daysβ vacation per year, prorated based on start date) Β
- Paid sick leave asΒ determinedΒ by state or local ordinance (prorated based on start date) Β
- 11 Paid holidays (4 floating holidays, prorated based on start date) Β
- Paid volunteer time (3 days per year, prorated based on start date)Β
About the Role:
Lateral Link is working with the Hiring Partner of a prominent, Chambers-ranked Private Funds/Investment Management group in Chicago looking to add a strong associate attorney with 2+ years of post JD experience in Investment Management to its thriving team.
This attorney will represent high-profile sponsors in the U.S. and abroad, handling the structuring and formation of private funds and their management companies, particularly in the real estate, infrastructure and energy sectors. Below are some more details:
- Cravath-scale comp
- No billable requirement - bonus is not tied to hours
- Entrepreneurial, supportive culture focused on attorney investment and development
- Transparent management
- Tremendous formal and informal mentorship
- Flexible hybrid work schedule
This is a great opportunity for someone who's excited about the prospect of joining a vibrant, close-knit Funds/Investment Management group and being an integral part of its growth in Chicago. AmLaw 200 experience, top law school academics, and an active license to practice law in Illinois (or the ability to wave in) are required. *Please note: litigators and recent law school graduates will not be considered for this role.*
If you have the above experience and are interested, please apply here or reach out directly to for a confidential call.
We are Accenture, a global professional services company, searching for a Workday Financials Delivery Lead.
This individual will be part of a team of advisory professionals focused on cloud-based data-reporting operations that integrate and optimize the essential corporate functions of finance, analytics, planning and HR.
For many of our clients, successfully getting their data operations into cloud environments is a major focus. The enterprise data-reporting software of Workday is a critical component of many of the cloud solutions we design, which is why Accenture has assembled a team of more than 2,000 Workday-certified professionals.
Whatβs in it for You
Help HR and Finance leaders define and execute their strategy and give them the adaptability they need in a fast-changing world.
To help you take your skillset beyond Workday technology, our Transformation Powered by Workday Training will help you take your consulting to a whole new level.
Take your Workday skills and career to the next level, mastering complex projects while expanding your leadership and advisory skills with a market-leading team.
As a Workday Financials Delivery Lead, your primary responsibilities may include:
- Bring thought-leadership on how technology can transform an organization
- Interact with c-suite levels at a client and/or within Accenture, which involves negotiating or influencing on significant matters
- Responsibility to shape and deliver various Workday implementation projects that exceed the expectations of our clients and our own assignment quality criteriaβ―
- Responsibility forβ―a majority ofβ―day to day client communicationsβ―
- Manage and deliver large projects by developing the project team, assessing engagement risks throughout, driving conclusions, and reviewing / challenging the output produced by the teamβ―
- Responsibility for management of engagement financialsβ―
- Helping to grow and develop our team through hands on training and coachingβ―
- Have latitude in decision-making and determining objectives and approaches to critical assignments.β―
- Understand Workdayβs Implementation Methodology and apply it on all engagements.β―
- Demonstrate strong client and stakeholder management to achieve project objectivesβ―
- Support or lead business development activities such as solutioning, proposal creation, orals support and SOW creation.β―
- Drive innovation through the creation of new industry leading methods and assetsβ―β―β―
- Travel may be required for this role. The amount of travel will vary from 0 to 100% depending on business need and client requirements.
Our client is seeking an experienced attorney to join its Commercial Lending practice group within the Banking and Financial Services Department.
The successful candidate will have 7-12 years of experience representing lenders and/or borrowers in sophisticated commercial lending transactions. Relevant experience may come from a law firm, bank, direct lender, or other finance company. This position offers meaningful responsibility, direct client interaction, and the opportunity to lead complex transactions.
Ideal candidates will have experience that includes:
- Representing borrowers and lenders in complex commercial finance transactions, particularly leveraged finance and sponsorβbacked acquisition deals in the core and upper middle market
- Serving as first chair in drafting and negotiating:
- Credit agreements and grids
- SunGard commitment papers
- Subordination and intercreditor agreements
- Agreements among lenders
- Mezzanine loan agreements and second lien loan agreements
- Amendments, forbearance agreements, sponsor guarantees, and other customary documentation for secured credit facilities
- Reviewing acquisition documentation and advising on implications for credit agreements
- Representing banks and direct lenders in bilateral, club, and broadly syndicated transactions
Qualifications
- 7-12 years of relevant commercial lending experience
- Strong communication and clientβrelationship skills
- Ability to manage multiple transactions simultaneously and work efficiently under tight deadlines
- Excellent analytical and writing skills with strong academic credentials
- Collaborative, teamβoriented approach
- Bar admission in good standing or eligibility to waive into the applicable jurisdiction
This role offers exposure to sophisticated middleβmarket and upper middleβmarket transactions, a collaborative team environment, and the opportunity to play a lead role in highβvalue commercial finance matters.
Interested candidates are encouraged to apply through LinkedIn or reach out directly for more information.
Reporting to the Chief Financial Officer, the Chief Accounting Officer (CAO) is responsible for leading all accounting operations and ensuring compliance with GAAP, SOX 404, and regulatory requirements. This role together with the Company Controller oversees general ledger management, external financial reporting, technical accounting, revenue recognition, and accounts payable/receivable. The CAO assists in developing and implementing accounting policies and standards, assists in managing monthly, quarterly, and annual close processes, and ensures timely preparation of financial statements and debt covenant certifications.
Acting as the primary liaison for external audits and regulatory examinations, the CAO evaluates new accounting standards, partners with third-party valuation firms, and maintains corporate accounting policies specific to mortgage banking operations.
Additionally, the CAO assists in mentoring and scaling a high-performing accounting team, supports acquisition integration, and collaborates with executive leadership on strategic financial planning, variance analysis, and board reporting.
Core Functions and Responsibilities- Act as primary contact for external auditors, various other field examinations; manage all audit and review processes.
- Assist in developing and executing strategies and standards related to accounting policy, financial reporting, general ledger maintenance, and financial systems and controls specific to the mortgage banking business.
- Assist monthly, quarterly, and annual accounting close processes and in the preparation of financial statements and filings in compliance with GAAP including periodic upload to consolidating parent organization and quarterly NMLS Mortgage Call Reports.
- Evaluate new accounting standards and changes in regulatory requirements and implement changes to ensure organizational readiness and compliance.
- Perform specified Treasury Management functions to enhance internal controls and assist in implementing and maintaining a robust internal control framework, ensuring full SOX 404 compliance.
- Assist in managing quarterly work with third-party valuation firms.
- Assist in leading and mentoring a high-performing accounting team.
- Assist in maintaining a robust Permanent File Data Room.
- Review and assist in validating all periodic remit reports from third party loan servicers.
- Assist in verifying that all loans being sold recoup escrow and corporate advances reported on servicer remits.
- Assist with GAAP and Tax Research Matters, including providing support for year-end 1099, 1098, W2 and W3 transmittal reporting processes.
- Support the CFO and executive leadership with strategic financial planning, variance analysis, and board reporting.
- Bachelor's degree required; Master's degree in relevant field (MBA, Finance, Accounting) preferred
- 10+ years' progressive accounting experience
- 5+ years' experience in the mortgage or financial services industry
- Strong understanding of GAAP, SEC reporting, and SOX compliance
- Experience with revenue recognition specific to mortgage banking
- Excellent verbal and written communication skills; strong presentation skills with executive presence and maturity
- Strong interpersonal skills with the ability to develop and maintain effective relationships internal and external to the organization; strong influencing skills
- Strength of leadership with the demonstrated ability to quickly establish credibility with key stakeholders and confidence in the Internal Audit capability
- Effective management skills to build strong teams through effective talent selection, training, communication, coaching, mentorship, and performance management
- Strong analytical skills: solid decision-making abilities coupled with sound judgment
- Effective at managing multiple priorities under tight deadlines in a fast-paced, dynamic environment; ability to prioritize, organize time and resources to consistently bring projects to successful completion
- Consultative and collaborative work style; ability to share knowledge and expertise in a productive manner
- Ability to lead and manage through change, comfortable working with ambiguity and uncertainty
- Strong execution skills and results orientation
- Strong attention to detail; strong quality and compliance orientation
- High degree of professional maturity, integrity, ability to maintain confidential data and information
- High degree of business acumen; strong fiscal and technical aptitude
Hiring Range: $150K-$180K plus annual discretionary bonus
Compensation within this range may vary based on each candidate's job-related expertise, skills, and experience. Final offers are determined individually, reflecting the unique qualifications of each candidate.
Benefits Include- Paid Time Off (PTO)
- Floating Holiday
- Paid Parental Leave
- Medical
- Dental
- Vision
- Life & Disability
- FSA/HSA
- Fidelity 401(k) with employer match
Oakbrook Terrace, Illinois 60181
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This pivotal role involves serving as Chief Financial Officer, overseeing financial operations, strategic direction, and compliance.
The ideal candidate has extensive experience in financial leadership, especially in nonprofit or mission-driven organizations, with a focus on budgeting and risk management.
The position offers a competitive compensation package and promotes a culture of impact in patient care through strategic operational oversight.
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