Banking, Financial Services, & Insurance

Banking, Financial Services, & Insurance

Director Mortgage Loan Origination

2025-07-18T10:36:45-04:00

Salary: $110k Job Title: Director Mortgage Loan Origination Job # 5466 Location: Albany, NY Category: Banking & Financial Services & Insurance Position Type: Full-time, Permanent Description: Our client is currently seeking a Director Mortgage Loan Origination to join their team. This is a full-time, permanent position. Responsibilities Include: Manage daily sales, prioritize urgent maintenance issues, and ensure timely resolution. Preparation of thorough management reports. Ensure the branch is utilizing opportunities to advertise products and services. Identification of trends and opportunities via analyzation of sales/ financial data. Follow all relevant policies and regulations. Oversight of employee attendance. Look for opportunities for reduction of expenses and increases in [...]

Business Analyst

2025-07-14T08:19:44-04:00

Salary: $75-85k/year Job Title: Business Analyst Job #: 5491 Location: Clifton Park, NY Category: Finance Position Type: Full-time, permanent Description: Our client is currently seeking a Business Analyst to join their team. This is a full-time, permanent position. Responsibilities Include: · Support the Project Management team in analyzing and organizing project data · Collect, clean, and interpret data from multiple sources to generate actionable insights · Create detailed reports and presentations using Excel and other Microsoft 365 tools · Assist with project planning, tracking, and performance reporting · Work cross-functionally to ensure accurate data flow and reporting · Learn [...]

Planning Associate

2025-07-11T09:19:23-04:00

Salary: $60k - $75k Job Title: Planning Associate Job #: 5456 Location: Albany, NY Category: Banking & Financial Services & Insurance Position Type: Full-time, Permanent Description: Our client is currently seeking a Planning Associate to join their team. This is a full-time, permanent position. Responsibilities Include: Drafting of personalized financial plans for clients. Coordination of communications with clients to ensure accurate financial information. The creation of various documents such as, tax analyses, flow charts, and distribution spreadsheets. The creation and analyzation of Morningstar portfolios. Work in conjunction with the advisor to ensure their files are properly prepared before client meetings. [...]

Director of Billing & Collections

2025-07-11T09:11:09-04:00

Salary: $120K Job Title: Director of Billing & Collections Job #: 5448 Location: Albany, NY Category: Finance Position Type: Full-time, Permanent Description: Our client is currently seeking a Director of Billing & Collections to join their team. This is a full-time, permanent position. Responsibilities Include: Direct and manage the full revenue cycle process including admissions financial clearance, billing, coding, collections, cash posting, and denial management. Ensure accurate and timely submission of Medicare, Medicaid, private insurance, and private pay claims. Monitor key performance indicators (KPIs) such as days in accounts receivable (AR), cash collections, and denial rates. Develop and implement [...]

Lead Insurance Operations Associate

2025-07-11T09:03:41-04:00

Salary: $75,000 - $85,000 Job Title: Lead Insurance Operations Associate Job #: 5437 Location: Albany, NY Category: Insurance/ Finance Position Type: Full-time, Permanent Description: Our client has retained us to recruit for an experienced Lead Insurance Operations Associate to oversee day-to-day insurance operations within their wealth management firm. This individual will serve as a liaison between advisors, clients, and insurance carriers to ensure seamless onboarding, servicing, and processing of insurance business. The ideal candidate brings a strong background in life insurance and annuities, excels in client service, and thrives in a fast-paced, collaborative environment. Key Responsibilities: Oversee insurance case processing from application [...]

Bookkeeper

2025-06-27T11:30:30-04:00

Salary: $22 - $25 per hour Job Title: Bookkeeper Job #: 5480 Location: Latham, NY Category: Banking, Financial Services, and Insurance Position Type: Contract Description: Our client is currently seeking a Bookkeeper who will manage the company's financial reports. This is a contract role. Responsibilities Include: Manage accounts payable & accounts receivable. Reconcile monthly bank statements. Prepare monthly, quarterly and annual financial statements. Assist with payroll. Run ad-hoc reports as needed.   Qualifications: An Associate's Degree in Accounting and 2+ year of bookkeeping experience is required. Bachelor's Degree is preferred. Proficiency in Microsoft Excel and QuickBooks is required. Must be [...]

Member Service Representative

2025-06-26T10:21:33-04:00

Salary: $22 - $24/hr Job Title: Member Service Representative Job #: 5432 Location: Albany, NY Category: Banking/ Customer Service Position Type: Full-time, Permanent Description: Our client is currently seeking a Member Service Representative with outstanding customer service skills to join their team.  This is a full-time, direct-hire position with benefits in Albany, NY. Responsibilities Include: •    Open and maintain customer accounts by recording account information •    Resolve product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to [...]

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