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- ...related to the project Manage competing priorities and deadlines within the scope of a single, high-impact project Support with notetaking, next step tracking, weekly status reporting, and other project management needs Qualifications ~ Bachelor's degree in...
- ...home loans including reviewing trust and self-employed borrower files. This role requires proficiency in Broker Engine not only for notetaking but also for accurately updating loan details account information and generating reports. The Settlement Officer will work...
- ...programs serviced in North America Attend and participate in meetings with internal and external stakeholders, take charge in notetaking and tracking of follow-up items throughout completion Ensuring appropriate and effective communication among team members and...
- ...Coverage: Comprehensive HMO plan What You'll Do 1) Client & Deal Flow Coordination Join prospect and client calls using AI notetakers to capture detailed notes, key points, and next steps, then log all updates in HubSpot or ClickUp within 2 hours to keep records...
- ...strong advantage. ~ Strong ability to plan, multi-task, and manage time effectively in a remote working environment; meticulous notetaking is a must. ~ Excellent written, verbal, and interpersonal communication skills; strong Excel and PowerPoint skills ~ Works...
- ...Coverage: Comprehensive HMO plan What You'll Do 1) Client & Deal Flow Coordination Join prospect and client calls, use AI notetakers to summarize key points. Log tasks, notes, and contacts in HubSpot within 2 hours after a call. Run consistent follow-up...
- ...independent assessment of internal risk ratings for reinsurance portfolio. Review counterparties transactions and collateral; support notetaking in meetings. Perform credit analysis on bank counterparties; assist in onboarding commercial loans. Help develop and...