Goldy Rosenberg  Recruiting Assistant

•    Planning for the future by forecasting the upcoming needs and requirements for each branch
•    Sourcing and overseeing contracts and service providers
•    Overseeing any renovations, refurbishments and building projects
•    Conducting proactive maintenance to ensure that facilities are well maintained
•    Ensuring that facilities meet compliance standards and government regulations
•    Advising senior management on measures to improve the efficiency and cost-effectiveness of         the facilities
•    Dealing with emergencies as they arise
•    Assisting with office relocations and setting up new branches

• Proven experience as facilities manager or relevant position
• Well-versed in technical/engineering operations and facilities management best practices
• Excellent verbal and written communication skills,
• Leadership, teamwork and relationship building skills
• Proactive thinking
• Procurement and negotiation skills
• Time management skills
• Understanding of soft and hard service delivery
• Passionate about delivering consistent excellence

• Assist MA with new loan applications by entering information into the loan operating system (LOS)
• Assist MA with prequalification documentation & submit loan requesting a certified pre-approval to underwriting
• Assist the Mortgage Advisors in structuring loans & requesting initial disclosures
• Follow up with the borrower for the signed disclosures and all outstanding documents necessary for submission to processing & underwriting approval
• Collect all supporting documentation from borrower in accordance with submission checklist
• Order verifications from various third parties including but not limited to appraisal, title, homeowners’ insurance, flood certificates, social security verification and any written verifications of employment
• Review the application for accuracy and completeness prior to submitting the file to processing
• Communicate to the processor regarding expected closing dates or the issuance of “Time of the Essence” (TOE) on purchase loans.
• Answer calls from borrowers, title, or any agents regarding status & general questions throughout the loan process
• Monitor the MA’s pipeline to ensure loans are moving through the various milestones & provide updates to the MA.
• Additional duties as assigned, customized to the individual MA’s needs, to enable them to focus on sales

• Competitive starting salary
• Healthcare, dental and Vision (VSP) Plan
• 401(k) Plan
• Employee Discount Program
• PTO (paid time off – vacation, sick & holidays)
• Career growth and development

• Underwrite primarily conventional loan applications, ensuring adherence to company and investor guidelines.
• Evaluate and verify applications – determining whether the borrower will be able to repay the loan.
• Review and audit of loan files for completeness and accuracy, analyzing credit documents, including, but not limited to: mortgage applications, credit reports, income documents, title reports, appraisals and all applicable compliance documents.
• Review all conditions of loan approval and ensure all conditions are satisfied prior to submitting the loan to the closing.
• Prior to declining any loan, review the decision with supervisor in an attempt to find alternative solutions.
• Communicate the results of loan underwriting decision to the originating personnel
• Coach/counsel originators and/or mortgage loan personnel in the interpretation and application of underwriting guidelines and provide guidance and recommendations.
• Assist when required to satisfy any post-closing issues.

• Bachelor’s degree from an accredited college or university preferred
• Minimum of 3 + years of experience in an underwriting role and thorough knowledge of the mortgage industry
• DE/SAR preferred, but not required
• Encompass experience preferred
• Strong analytical and problem-solving skills
• Ability to prioritize work and meet deadlines within an acceptable time frame
• Strong written and oral communication skills
• Ability to work in a fast-paced, high volume environment

1. Buildout the marketing function including digital marketing, product marketing, growth hacking, social media, corporate communication and PR. Recruit key team members.
2. Develop and execute go-to market strategies and, strategic marketing campaigns and customer acquisition strategies for B2B and B2C channels
3. Conduct market and competitive analysis to ensure effective pricing and competitive positioning of our services
4. Develop and oversee execution of SEO,PPC Advertising, and other traditional and creative marketing strategies.
5. Spearhead data collection strategies and optimize campaigns and strategies based on customer input and analytics
6. Implement user testing strategies, work with technology and sales teams to continuously innovate, improve user experience and service delivery.

City: NEW YORK CITY

Description:
Yieldpoint is seeking an entrepreneurial back office professional to join the firm as its first hire. The Controller/Investor Relations Associate will work directly with the firm’s founder to build institutional-quality operations and reporting to support the growth of the business while developing relationships with prospective investors.

The ideal candidate is a hands-on, self-starting team player with a proven track record of building systems and leading organizational growth in a finance, accounting, or investment management environment. She/he is detail-oriented, can recognize and solve problems before they occur, and wants to help build an investment firm capable of delivering exceptional outcomes. While this opportunity is geared for someone with 5-7 years of experience, we are open to considering more senior candidates who are uniquely qualified. The role is remote, but can be “in office” if the candidate is in the New York City area.

Key Responsibilities                                                                                          
Review daily reconciliation of fund cash balances, positions, performance, payables and receivables, and shareholder records and activity prepared by the administrator
Conduct trade settlement and liaise with counterparties on daily activity
Oversee processing of fund administrator’s monthly net asset value and investor allocation calculations and reconciliation of internal shadow books
Build out collateral/cash/margin borrow rate management process to enhance the returns of the fund
Assist with annual fund financial statement audit process and related tax statement preparation
Assist with service provider relationships
Liaise with investment team and investors on ad-hoc requests
Support capital raising efforts and help the firm develop a broad network of institutional investors
Assist with investor relations; liaise with investment team and investors on ad-hoc requests
Create and maintain a comprehensive CRM database for existing and potential investors
Set up meetings for the Portfolio Manager with existing and potential investors
Draft investor correspondence, including in-depth investor letters and one-page reports illustrating investment performance
Embrace the Firm’s entrepreneurial spirit through continuous improvement
Help create and build upon a firm culture that will make us unique and desirable to investors and future team members

Contact: Please apply via the following link: https://grnh.se/cd9f0b2c2us