Talent.com
Senior Consultant, Portfolio Management

Senior Consultant, Portfolio Management

VirtualVocationsStockton, California, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

A company is looking for a Sr. Consultant, Portfolio Management.

Key Responsibilities

Support technology enhancements and guide prioritization of tool and system improvements

Lead the development of strategic business requirements for scalable initiatives

Identify and prioritize opportunities for process improvement and facilitate change adoption

Required Qualifications

5-7 years of experience in Business Process Improvement or related project management

Proficiency in Underwriting systems, tools, and processes

Strong knowledge of Microsoft Excel; VBA coding is a plus

Experience or understanding of Agile IT development methodology

4 Year / Bachelor's degree or equivalent work experience

serp_jobs.job_alerts.create_a_job

Senior Management Consultant • Stockton, California, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Senior Actuarial Consultant

Senior Actuarial Consultant

VirtualVocationsStockton, California, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Actuarial Consultant to support the delivery of actuarial services with a focus on post-employment benefit plans. Key Responsibilities Lead actuarial services for...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Director of Portfolio Administration

Director of Portfolio Administration

VirtualVocationsModesto, California, United States
serp_jobs.job_card.full_time
A company is looking for a Director, Portfolio Administration.Key Responsibilities Serve as the primary point of contact for key client accounts and ensure exceptional sales delivery Lead the de...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Remote Finance Director - AI Trainer

Remote Finance Director - AI Trainer

Data AnnotationOakley, California
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Remote Financial Planner - AI Trainer

Remote Financial Planner - AI Trainer

Data AnnotationBrentwood, California
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Remote Financial Analyst - AI Trainer

Remote Financial Analyst - AI Trainer

Data AnnotationTracy, California
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Senior Manager of FP&A

Senior Manager of FP&A

VirtualVocationsModesto, California, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Manager, Financial Planning & Analysis (FP&A).Key Responsibilities Provide FP&A finance support related to productivity, demand planning, and KPI reporting Iden...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Portfolio Manager

Portfolio Manager

VirtualVocationsModesto, California, United States
serp_jobs.job_card.full_time
A company is looking for a Portfolio Manager - BBLC.Key Responsibilities Assist in portfolio management activities for loans over $500,000 Analyze financial statements and perform credit underwr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Management Insights Consultant

Management Insights Consultant

VirtualVocationsModesto, California, United States
serp_jobs.job_card.full_time
A company is looking for a management team member to leverage insights for business growth.Key Responsibilities Utilize generated insights to enhance business performance Collaborate with client...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Commercial Portfolio Manager

Commercial Portfolio Manager

VirtualVocationsModesto, California, United States
serp_jobs.job_card.full_time
A company is looking for a Commercial Portfolio Manager II, Franchise Finance.Key Responsibilities Manage credit risk for commercial clients by analyzing financial statements and monitoring loan ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Senior Consultant, Portfolio Management

Senior Consultant, Portfolio Management

VirtualVocationsModesto, California, United States
serp_jobs.job_card.full_time
Consultant, Portfolio Management.Key Responsibilities Support technology enhancements and guide prioritization of tool and system improvements Lead the development of strategic business requirem...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Actuarial Consultant

Actuarial Consultant

VirtualVocationsModesto, California, United States
serp_jobs.job_card.full_time
A company is looking for an Actuarial Consultant ALDP - Remote.Key Responsibilities Set monthly reserves for various Medicare products Assist Appointed Actuaries in preparing Actuarial Opinion M...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Investor Services Consultant

Investor Services Consultant

VirtualVocationsStockton, California, United States
serp_jobs.job_card.full_time
A company is looking for an Investor Services Consultant.Key Responsibilities Coordinate investor onboarding processes and maintain accurate records in client systems Manage ongoing account acti...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Retirement Plan Consultant

Retirement Plan Consultant

VirtualVocationsModesto, California, United States
serp_jobs.job_card.full_time
A company is looking for a Retirement Plan Administration Consultant.Key Responsibilities Manage a portfolio of 401(k) client relationships as the primary point of contact Perform annual complia...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Senior Solutions Consultant

Senior Solutions Consultant

VirtualVocationsStockton, California, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Solutions Consultant to drive adoption of lending partners to their platform.Key Responsibilities Work with prospective funding partners to find optimal lending ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Remote Finance Advisor - AI Trainer

Remote Finance Advisor - AI Trainer

Data AnnotationLivermore, California
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Remote Senior Financial Analyst - AI Trainer

Remote Senior Financial Analyst - AI Trainer

Data AnnotationElk Grove, California
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Principal Post-Sales Consultant

Principal Post-Sales Consultant

VirtualVocationsModesto, California, United States
serp_jobs.job_card.full_time
A company is looking for a Principal Post-Sales Solution Consultant, Platform.Key Responsibilities Lead the end-to-end platform implementation process, ensuring timely and successful deployments ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Senior DFIR Consultant

Senior DFIR Consultant

VirtualVocationsStockton, California, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Consultant, DFIR (Wed-Sun).Key Responsibilities Lead and support incident response investigations across traditional and cloud-native environments Utilize foren...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Senior Director of Treasury

Senior Director of Treasury

VirtualVocationsModesto, California, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Director, Treasury.Key Responsibilities Oversee balance sheet and liquidity management, ensuring sufficient liquidity and efficient funding Manage liquidity ris...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Director of Retirement Solutions

Director of Retirement Solutions

VirtualVocationsModesto, California, United States
serp_jobs.job_card.full_time
A company is looking for a Director, Retirement Platform Enablement (Remote).Key Responsibilities Define, document, and standardize platform practices, including policies and procedures Engage w...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day