Financial Associate (Corporate) gathers and interprets financial data in order to assist in corporate financial decisions. Assists in determining scope and pricing of offering and developing plans. Being a Financial Associate (Corporate) identifies new investment, merger, or acquisition opportunities for the company. Provides details for the SEC registration of securities. Additionally, Financial Associate (Corporate) participates in negotiations with principles and others. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Corporate) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Corporate) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Purpose: To assist the Loan Originator with gathering and setting up the file in accordance with all agency, state and federal guidelines.
Responsibilities:
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Sedentary/Light work: Job involves sitting most of the time; walking, lifting, bending, standing etc. may be minimally required.
Work Environment:
The work environment characteristics described here are representative of those an employee encountered while performing essential functions of this job.
The worker is subject to inside, controlled environmental conditions (such as in typical office or administrative work).
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