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  • Sales Development Specialist

    Premium Merchant Funding 3.9company rating

    Premium Merchant Funding Job In New York, NY

    About Us: Premium Merchant Funding is a leading finance company in NYC's Financial District, specializing in small business lending for high-risk businesses. As a Sales Development Specialist, you'll support small and medium-sized businesses by identifying and nurturing potential clients, initiating valuable conversations, and creating sales opportunities. Key Responsibilities: Prospecting: Engage potential clients through various channels. Qualification: Assess client needs and fit for our financial solutions. Advocacy: Educate potential clients on our services. Closing: Master sales techniques and manage your sales cycle. Data Management: Maintain detailed records in our CRM system. Qualifications: Sales or customer service experience preferred Excellent communication skills Independent and collaborative work style Strong problem-solving abilities Persistence and results-driven mindset Passion for helping businesses succeed Our Mission: To empower small and medium-sized businesses often overlooked by traditional banks, helping them not just survive, but thrive. Core Values: Teamwork and Collaboration Transparency and Accountability Honesty and Integrity Client-First Approach Innovation Community Engagement Long-term Client Relationships Industry Leadership What We Offer: Performance-based pay (OTE $70,000 - $100,000 in the first year) Training and development opportunities Supportive work environment Prime NYC location Career growth opportunities Uncapped commission
    $70k-100k yearly 29d ago
  • Part-Time Personal Assistant to CEO

    Hold Brothers 3.5company rating

    New York, NY Job

    About the Job The CEO of a global leading direct access trading firm is seeking a dedicated and proactive personal assistant to join his team of assistants on a part-time basis. This is a great internship style opportunity to showcase strategic and analytical thinking abilities while juggling the private and professional needs of a very active executive. This is a position for someone who thrives in a fast-paced environment and has exceptional organizational skills. Responsibilities Manage both personal and professional tasks, which include reservations, appointments, and any household needs Coordinate international and domestic travel logistics including flight itineraries, hotel reservations and car services. Organize agendas, manage calendar and plan events while prioritizing competing demands Wardrobe and style management, personal shopping, procuring, and audit of wardrobe from day to day and special event clothing Perform general admin duties such as; recording meeting minutes, data entry, filing, copying, faxing, mailings, etc. Prioritize and lead multiple projects at a time, keeping diligent track of project timelines and deadlines. Uphold a highly organized and detailed to-do list for both the CEO and business and taking careful note of important dates. Maintain diligent communication with the rest of the team and ensure all aspects of the business are on track Monitor multiple social media accounts to help grow and expand online presence on existing and emerging social platforms Additional Personal / Creative / Executive Assistant duties as needed Qualifications Incoming Freshman of Sophomore pursuing a bachelor's degree from an accredited university Must be able to provide SAT and/or ACT scores to be considered Ability to provide clear and concise oral and written communication. A self-starter who is eager, optimistic, and has a “no task too small” mindset Must be able to work 10-15 hours per week
    $65k-101k yearly est. 30d ago
  • Associate

    Eastdil Secured 4.6company rating

    Miami, FL Job

    Eastdil Secured is the largest independent commercial real estate investment bank in the world, by volume, with nearly $3 trillion in completed transactions over the past 15 years. We uniquely combine commercial real estate and capital markets expertise to provide clients with advisory services and investment strategies for all major markets, transaction types, and asset classes. As a privately held firm with significant employee investment, we thrive on our intelligence-driven team, state-of-the-art technology, and collaboration across 21 offices and 3 continents. Our collective experience, expertise, and resources provide us with the ability to successfully execute the world's most impactful transactions in the capital markets. At Eastdil Secured, we seek individuals who have the expertise, integrity and dedication needed to drive meaningful impact for our clients. We hire and advance based on merit and actively engage talent with diverse backgrounds and perspectives, fostering a culture of creativity and innovation throughout our company. Eastdil Secured is currently seeking a Senior Analyst or Associate to join our Miami office. This individual will be afforded new challenges with the opportunity to develop deep expertise in transactions covering various property types. This position will involve a significant role in client and investor communication, the underwriting process, and creation and execution of marketing collateral. Essential Functions Working closely with senior team members on presentations and financial analysis. Financial underwriting, due diligence review and transaction execution. Performing comprehensive and in-depth company, real estate, and market analysis. Preparing presentations, and other materials for clients including pitches, proposals, and marketing materials. Developing investment theses based on extensive market knowledge, research, and analytics. Education and Qualifications Candidates must demonstrate a combination of academic aptitude, quantitative skills, personal motivation, and distinguished written and oral communication skills. 2-4 years of commercial real estate, investment banking, or finance experience. Bachelor's degree is required, with a preference for business, real estate, finance, and accounting concentrations. Experience, Skills and Competencies Required Dedication to building a career in the financial services industry with a focus on real estate finance. Strong financial analysis and Excel modeling skills. Proficient in performing quantitative and qualitative analysis of deals using financial modeling techniques and a strong attention to detail. Demonstrated ability to consistently produce high quality work under tight time frames. Ability to manage multiple projects and priorities to conclusion within agreed upon deadlines. Strong market research experience and interest contributing to strategic planning and idea generation, as well as assisting in the execution of strategic advisory services. Strong sense of personal accountability and urgency for achieving results. Eastdil Secured requires each non-administrative exempt staff member to be licensed as appropriate in the respective region. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Eastdil Secured will not sponsor visas for these positions and will not hire individuals whose work eligibility is based on, for example, F-1 or other student visa status. In addition, not only must candidates be able to work in the United States without sponsorship when hired, they must maintain the ability to work in the U.S. without sponsorship throughout their employment.
    $55k-113k yearly est. 44d ago
  • Fund Services - Hedge Fund/PE Client Facing Account Manager

    Morgan Stanley 4.6company rating

    Harrison, NY Job

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Fund Services This wholly owned subsidiary of Morgan Stanley administers over $600 billion of hedge fund assets. Using the Firm's proprietary, globally accessible technology platform, the business provides a full range of fund administration services, including daily accounting and financial reporting; transfer agency and investor services; middle and back-office support; and integrated portfolio analytics. Morgan Stanley Fund Services is supported by 1,350 professionals based in New York, London, Hong Kong, Dublin, Glasgow, Bangalore and Mumbai. We are seeking a client facing Account Manager for our NYC and Purchase, NY office. Principal Duties •Managing approximately 1-5 client relationships •Cooperating with the Firm's offshore operations and clients to resolve daily trade and accounting breaks •Preparing/reviewing monthly account closing procedures and ensuring compliance with established accounting procedures and controls •Ensuring all fund expenses are accrued timely and in accordance with GAAP •Performing monthly master-feeder accounting allocations •Preparing/reviewing investor allocations •Preparing/reviewing accounting journal entries related to standard accruals, management and incentive fees (calculated in accordance with fund documents), deferred compensation payables, derivative contract financing and broker financing •Ensuring monthly valuations are reviewed and approved prior to distribution to clients and reviewed and approved by clients prior to distribution to investors •Reviewing key legal fund offering documents and identifying possible accounting or administrative implementation issues •Assisting client conversion teams with new client set up and accounting conversion implementation •Identifying and implementing solutions to problems (accounting, operations, investor service) •Leveraging firm resources as appropriate to strengthen control environment: Prepare/review position and cash reconciliations between clients and their custodians Coordinating year-end audit with client and independent auditors Preparing/reviewing draft annual financial statements Requirements •Bachelor's degree •Minimum 7 years prior experience in a client-facing and/or accounting related role •Extensive knowledge of hedge fund investor, accounting concepts including: •Offshore class/series accounting Partnership accounting Allocation of new issues Accounting for complex management and incentive fee terms (hurdle rates) Offshore fee deferrals Side-pocket accounting •Strong knowledge of US generally accepted accounting principles (GAAP) •Experience in GAAP financial statement preparation, including strong understanding of hedge fund structures (master-feeder, mini-master, fund-of-funds) •Strong team and interpersonal skills •Strong communication, accounting, industry and relationship management skills Skills Desired •CPA a plus but not required •Prior experience with a Hedge Fund preferred •Sarbanes-Oxley 404 related experience or experience in SSAE 16 preparation a plus •Tax knowledge and experience in tax return preparation a plus •Knowledge of IFRS a plus Expected base pay rates for the role will be between $105,000 and $170,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $105k-170k yearly 5d ago
  • IT Engineer Intern

    Tencent Americas 4.5company rating

    Palo Alto, CA Job

    We are looking for a dynamic, energetic intern who is eager to learn about enterprise IT best practices. You will be a member of Tencent's Americas IT Center, working closely with Tencent's overseas IT team, learning how to participate in how to provide the best IT product and user experience. Responsibilities Participate in Tencent Overseas IT Product/Solution projects, especially IT automation. Support local functional testing and validation of OIT products/solutions prior to studio adoption. Support the preparation of local test reports for OIT products/solutions, standardize user guides, and improve deployment efficiency. Assist in-demand data analysis and studio adoption-related projects and create dashboards to support PM project management. Conduct team knowledge management, such as wiki and IT self-service knowledge base construction. Organize team activities to improve collaboration with other departments. Other activities are arranged by the supervisor. Requirements Bachelor/master student in the field of business (Management Information Systems), Computer Science, Business (Other), or equivalent. Solid IT skills and good execution Strong affinity with the challenging technical subject. Good communication skills, you are able to work independently, and you are goal-oriented. Available for a minimum of 6 months and a maximum of 12 months. Commit 5 days working from our office.
    $35k-46k yearly est. 27d ago
  • Trader

    Insigneo 4.0company rating

    Miami, FL Job

    As a Trader, your primary responsibility is to execute trades in fixed income, equity, and option securities optimizing portfolio performance and managing market risk. You will work closely with investment professionals, portfolio managers, analysts, and other traders to implement trading strategies and ensure compliance with regulatory requirements. JOB RESPONSIBILITIES/MAIN FUNCTIONS Receive and process sales orders from registered representatives ensuring trading procedures are properly executed and that compliance policies are followed. Work with Senior Traders and external brokers to ensure all orders are processed and settled in a timely manner. Create and maintain all trading records, including trade rotation, best execution, exceptions, and error resolution. Provide support to the Head of Trading in the implementation of initiatives to enhance effectiveness, efficiency, and industry best practices across the trading and operations team. Proactively work to collaboratively support departmental and firm-wide projects/ and initiatives. Implement risk management strategies to mitigate potential losses and adhere to risk limits. Stay informed about market trends, economic indicators, and relevant news affecting fixed income markets. Conduct quantitative and qualitative analysis to identify trading opportunities and assess market conditions. Communicate effectively with team members to share insights, strategies, and market information. Utilize trading platforms and other technology solutions to enhance trade execution efficiency. Stay abreast of advancements in trading technology and incorporate relevant tools into daily activities. Support operational excellence initiatives. Keeping abreast with changes in the financial market. JOB REQUIREMENTS Bachelor's degree in Business Administration with concentration in Finance, Economics, or a related field. Advanced degree (e.g., MBA, CFA) is a plus. 4-6 years in a financial services client service or operations type role. Previous experience as a fixed income trader or in a related trading role. Knowledge and understanding of financial markets and compliance. Strong math, analytical, and decision-making skills. Preferable system knowledge - Bloomberg, NetX360. Series 7 license. DESIRED SKILLS Proactive and self-motivated about learning the systems and ins and outs of the business. Self-starter and driven and have exceptional attention to detail. Excellent analytical and problem-solving skills. High level of interpersonal skills, team player. Ability to leverage on technology. Comfortable in a fast pace and dynamic environment. Ability to work independently with minimal direct supervision. Bilingual in English and Spanish desirable.
    $60k-107k yearly est. 17h ago
  • Senior Executive Assistant To The President

    Altfest Personal Wealth Management 3.8company rating

    New York, NY Job

    Altfest Personal Wealth Management, a leading independent Wealth Management firm, is seeking a temporary Senior Executive Assistant to provide executive level support to the President during an employee's parental leave. The Senior EA will serve as a partner to the President to support day-to-day operations, stakeholder engagement and the coordination of strategic projects and meetings for both Altfest and the sister company, FP Alpha. You will play a critical role in prioritizing and managing the President's schedule to ensure they have ample headspace to invest in key strategic initiatives, events, and engagements. Key Responsibilities: Provide strategic support and oversight of scheduling for day-to day operations, speaking engagements, events and programming, and team meetings. Handle cross-functional initiatives, facilitating special projects, and ensuring action items are executed by the appropriate stakeholders. Draft talking points, communications, and presentations for both internal and external engagements. Proactively prioritize key action items and strategic plans for the President. Provide executive level calendar support and scheduling for the President. Desired Qualifications: Bachelor's degree or equivalent experience. 5+ years of experience providing executive level support to C-Suite Staff or Senior Leaders. Ability to prioritize, coordinate multiple items, and meet deadlines. Highly organized and reliable. Adaptable and ability to work in a fast-paced environment. Strong written and verbal communication skills. Familiarity with financial planning and investments is a plus. Excellent computer skills, Microsoft Office suite. Ability to come onsite 5 days a week. Compensation: Compensation Range: up to $40 an hour. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Altfest Personal Wealth Management is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law. Requirements: The firm requires all employees to be fully vaccinated for COVID-19. To be fully vaccinated, employees must obtain the first dose of a two-dose vaccine or obtain one dose of a single vaccine.
    $40 hourly 22d ago
  • Investment Banking Analyst | Private Credit Secondaries

    Jefferies 4.8company rating

    New York, NY Job

    Jefferies Private Capital Advisory is the largest and fastest growing advisory partner to financial sponsors and institutional limited partners on transactions involving the private equity secondary market. Our professionals work closely with private equity and private credit sponsors seeking to utilize the secondary market to generate liquidity through single- / multi-asset continuation vehicle transactions among other GP-led secondary transaction types. Additionally, the PCA team advises institutional investors such as sovereign wealth funds, pensions, endowments, foundations, and other large institutional investors in the private markets on the sale of portfolios of limited partnership interests in alternative asset funds. PCA Notable Facts 80+ dedicated secondary advisory professionals worldwide across offices in New York, Dallas, Hong Kong and London Fully capitalized 23 GP-led transactions (e.g., continuation vehicles) totaling $13B+ of equity volume FY2024 (~20% global GP-led market share) Jefferies PCA is currently the most active advisor on private credit GP-led transactions Advised on $200B+ of transaction value, including dozens of GP-led and LP-led transactions, for 250+ repeat clients Supported by ~30 professionals from Jefferies Private Fund Advisory providing placement agent services and strategic fundraising advice with a global distribution presence Description Jefferies PCA is seeking an Analyst to join its team in New York; the role would be dedicated to private credit GP-led transactions Private credit GP-led secondary transaction mandates include multi-asset continuation vehicles, tender offers, structured preferred equity solutions, NAV loans, and various other financing solutions for sponsors and their funds. Private credit GP-led secondaries is anticipated to be the largest growth driver in the broader secondaries market Candidate will join a highly collaborative and rapidly growing team; the Jefferies PCA team is building out a dedicated team focused on private credit secondaries opportunities - the team currently commands the #1 market share within private credit GP-led secondary transactions; this will be a unique opportunity to be at the forefront of a newly developing market with huge positive market tailwinds, with opportunities to gain meaningful exposure to leading private credit sponsors The Analyst will play an integral role in transaction execution and new business development for ground-breaking secondaries advisory assignments Responsibilities Prepare and contribute to the delivery of client presentations and interact with senior bankers, clients and lawyers Interface with sector / product banking professionals and contribute to the development of financial models and valuation analyses Perform company- and fund-level due diligence, prepare information memoranda and other transaction-related documentation Conduct secondary market research including identifying trends in the alternatives investment industry Manage secondary investor outreach and due diligence (e.g., sponsor roadshows, management team meetings, plant and office visits) Assist in preparing responses to due diligence requests from potential secondary investors Track market data to assist with PCA's communications with clients Maintain a database of secondary investor profiles, investment strategies, and transaction feedback Qualifications / Credentials Four-year Bachelor's degree, with a distinguished academic background 1-5 years of relevant professional experience (e.g., investment banking, valuation advisory, alternatives investment management, private equity consulting) Private credit experience is seen as beneficial, but is not a requirement Analytical and quantitative problem-solving skills including academic / professional experience in financial modeling and valuation High levels of maturity and ability to interface effectively with professionals at private equity firms, portfolio companies, and secondary investors Willingness to work on a wide range of secondary transaction types across different segments of the private markets and industry verticals Strong multi-tasking and organizational skills with consistent attention to detail Profound dedication to the role (i.e., willingness to take ownership of client deliverables) Strong judgment, critical thinking skills with resourcefulness and the ability to improvise effectively Exceptional communication skills (verbal, written and illustrative) across various mediums (predominantly Microsoft Word, PowerPoint, and Excel) The salary range for this role is $110,000 - $150,000. The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies offers, for eligible employees, an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave. At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences, and supporting a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is an equal employment opportunity workplace. We practice equal opportunity for all, regardless of race, religion, ancestry, color, gender, pregnancy, age, physical or mental disability or medical condition, national origin, marital status, sexual orientation, gender identity or expression, covered veteran or military status, genetic information, reproductive health decisions, or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. In accordance with applicable law, we are dedicated to finding reasonable accommodations for candidates and employees' religious practices and beliefs, as well as any mental health or physical disability needs. Please inform your recruiter should you require accommodations throughout your application process. All employees must follow Jefferies' COVID-19 protocol policy, which is subject to change.
    $110k-150k yearly 2d ago
  • Assistant Controller

    Royal Business Bank 4.1company rating

    Buena Park, CA Job

    Assist the Controller in all aspects of accounting operations and the month end general ledger close for the Bank, Bancorp and Subsidiaries including working with various accounting systems, financial information, and preparation of management, regulatory and external schedules and reports. Responsible for the effective design and internal controls of the general ledger system in coordination with the Controller, CAO and IT director. Ensures compliance with GAAP, internal controls over financial reporting (SOX) and all regulations as they relate to functions within their responsibility. DUTIES Assist Controller in accounting operations and timely month-end general ledger closing including but not limited to consolidation and subsidiaries general ledger balancing, and variance/fluxanalysis. Responsible for the effective design and internal controls of the general ledger system in coordination with the Controller, CAO and IT director. Review and approve accounts payable transactions. Assist in ensuring expenses and supplier invoices are controlled and paid in an accurate and timely manner. Post and review journal entries prepared by other members of the finance team. Prepare month-end accrued expenses, bonus, and tax provision calculation Prepare and maintain lease accounting journal entries, schedules and related reports in coordination with the IT and facilities department. Prepare bi-weekly payroll journal entry reconciliation to payroll system reports. Prepare various month-end suspense, general ledger and bank control accounts reconciliations/certifications. Provide updates and maintenance of the general ledger and related accounting systems including opening new general ledger accounts, assisting other departments with questions regarding daily accounting transactions and reconciliations, and testing as needed. Prepare regulatory reports as needed including capital ratios for the Bank and Consolidated Company. Work with all internal and external auditors, regulators, and consultants to provide information upon request. Assist Controller in leading, coaching, and motivating the Accounting staff. Manage accounting team when Controller is not available. Participate in projects related to accounting operations and finance as needed to improve and automate processes and technology, or other areas as assigned. Perform other duties as assigned. QUALIFICATIONS EDUCATION: B.S. Degree in Accounting, Finance, or Mathematics required. EXPERIENCE: 5+ years of similar and progressive accounting operations or financial reporting experience with a knowledge of U.S. GAAP required. Banking experience required. Must be able to manage multiple tasks and set priorities and possess strong organizational skills. Thorough knowledge of banking regulations, GAAP and regulatory reporting requirements. Ability to train, assist and motivate staff. SKILLS/ABILITIES Strong excel/spreadsheet and PC skills. ITI/Fiserv and Prologue experience a plus. Profitstar and AVID accounting system experience a plus. Strong verbal and written communication skills. Bilingual (English/Mandarin) is a plus. Ability to effectively present information to management, auditors and regulators and respond to questions from same. Use sound judgment in making day to day decisions with minimum guidance. WHY WORK FOR US? Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago, and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to: Medical insurance Vision insurance Dental insurance 401(k) Disability insurance Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies (GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website **************************** . Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
    $70k-98k yearly est. 4d ago
  • Staff Systems Engineer

    Blackhawk Network 4.6company rating

    Pleasanton, CA Job

    Role Description: As BHN's Staff Systems Engineer, you will be our go-to for architecting and deploying new systems and services that keep our company running. Using your superb technical competency, delivering mission critical infrastructure and ensuring the highest levels of availability, performance and security. Qualified Staff Systems Engineers will have a background in IT, computer systems engineering, or systems engineering and analysis. As a Staff Systems Engineer at BHN, you will have these responsibilities: You're responsible for the Atlassian platform, you will configure, secure, administer and maintain Atlassian products and guide BHN towards an automated first approach to work management; you'll create custom projects, queries, scripts and explore new products and integrations You'll help maintain automation orchestration of corporate objects (especially for Atlassian products), including but not limited to employee account creation and licensing; you'll act as an automation lead coaching team mates on the maintenance and updates of automated tasks You'll share responsibility for maintaining our IDP solution and SaaS resources owned by corporate IT, maintaining, securing, auditing and procuring/deploying new services driven by business objectives. You'll help consolidate technologies and systems where appropriate across the business Responsible for the corporate services Business Continuity plan: maintaining security, backup, redundancy strategies and recovery processes. You will participate in the application of regulatory and compliance efforts such as but not limited to ISO and SoC You'll participate in the decision and design of corporate information systems, both corporate and SaaS based; creating and maintaining network documentation as it pertains to corporate infrastructure You'll participate in the management of the vendors responsible for the services BHN provides to employees under the responsibility of Systems Engineering. You'll provide support where appropriate for end users issues that are escalated by the Helpdesk staff. Other assigned work within the realm of corporate infrastructure. Travel to our satellite offices, about 5-10% of your time Competencies: Scripting: Bash, Groovy, Python, API usage, Postman (query testing) Required Education and Experience: 8 years as a Systems Engineer or 10+ years as a Systems Administrator, with an extensive record of Atlassian customization Minimum 4 years as administering Atlassian Products for a large company, a deep understanding of Jira Software and the ability to customize complex projects and automate tasks using automation tools, scripts and JQL Working knowledge of APIs and a strong understanding of scripting languages such as Groovy or Python 2-4 years of experience administering Okta with a proven record of creating automation using available APIs and working with Okta Workflows or equivalent tool. Demonstrated success working with APIs and making use of services to leverage automation on a variety of platforms; solid understanding of an applicable scripting language such as Groovy or Python Qualities: You're a self-starter, you need little to no direction from management; frequently wowing by overdelivering. Ability to perform in ambiguous situations, if you aren't knowledgeable about the issue at hand you know how to “Google it” and learn what needs to be done. Excellent troubleshooting skills, you know how to get down to the root of a problem; there are no dead ends, if you don't know the answer, you'll find out! Prioritization skills, you're an expert at knowing when to work on the right ticket allowing you to juggle multiple tasks at the same time. Attention to detail, you are meticulous; you're able to produce polished and easy to understand administrative guides and keep a wide range of systems and documents up to date. Experience with other BHN tools is a plus: Okta, Service Now, Duo, Azure Active Directory, Jira, Microsoft 365, Microsoft Intune, Kandji, Box, Powershell, Bash. Preferred Education and Experience: 4-year college degree or 2-year technical degree
    $118k-167k yearly est. 4d ago
  • Global Transaction Banking Advisory Associate

    BBVA 4.8company rating

    New York, NY Job

    BBVA New York is hiring an Associate to help drive BBVA's Advisory and Sustainability strategy within Global Transaction Products. This role will develop a differentiated offering to further the bank's status as a trusted advisor and provider of Working Capital and Sustainability solutions, focusing on Global Transaction Banking (“GTB”) products and data/AI driven methodologies. Responsibilities: Deal execution: 40% Analyze internal standard framework in conjunction with potential opportunities to confirm its compliance. Preparation of internal forms and requests for internal approvals. Support other team members, relationship managers and other product units to structure sustainable transactions. Manage recurrent and new transactions closing flow (review client's documentation, analyze its compliance with internal frameworks, prepare internal forms, coordinate agreement signature process, input information in internal controls). Reporting: 30% Preparation and maintenance of different databases, e.g. opportunities pipeline, historic repository of transactions, client visits, etc. Organization and maintenance of share drives, document coding and application of departmental record retention policy. Track and monitor existing deals' KPIs and reporting requirements, maintain internal records updated and review internal controls. Business development: 30% Support the development and implementation of data driven and AI solutions related to Trade Finance and Working Capital solutions to BBVA's Global Corporate Clients, which include but are not limited to: Letters of Credit (issuance, confirmation, advising of Letters of Credit, Stand-By LCs, Documentary Collections, etc.). Receivables/Payables Finance: Supply Chain Finance / Confirming, Receivable Purchase Programs / Factoring / Vendor Factoring, Forfaiting / Structured Forfaiting (discount without recourse of instruments of payment such as LCs, receivables, bills of exchange, promissory notes, etc.). Sustainable Trade Finance and Working Capital solutions within the Global Transaction Banking ESG Framework (GTB Sustainability Framework). Identify working capital analysis tools and trends within data management and AI space. Gather, analyze and interpret the bank's potential and existing client's data and reports considering working capital perspective to identify trends and opportunities (including sustainability). Map internal and data/AI tools to provide relevant corporate data to the team to foster new business opportunities, client analysis maximization and market share growth. Prepare customized and data driven marketing materials and proposals, including presentations and pitch books (Sustainability may be the focus), for our clients. Provide market intelligence, conduct independent research on corporate and industry sectors to optimize business growth and client offering services considering working capital analysis and market share improvement. Assist to structure sustainable solutions. Proactively identify areas for improvement to optimize the department's processes, which includes the development of AI applications to automate certain basic tasks. Skills, knowledge, abilities/competencies: Technical Skills: Bachelor degree in Business Administration, Finance or related field. 2-3 years of work experience in Banking or related fields with exposure to Corporates and/or Financial Institutions working capital and/or trade finance needs. Intermediate knowledge in international banking, world economy and financial systems. Fluent in English. Written and spoken Spanish recommended. Advanced computer skills, particularly in Excel, PowerPoint, Internet search engines, Client Presentation and Data Dashboards; Chat GPT and Bloomberg a plus. Data modeling and analytical and AI engineering skills recommended. Sustainable Finance knowledge is welcomed. Performance Skills: Self-starter, proactive and highly motivated individual with strong marketing skills and a collaborative and innovative mindset. Excellent communication skills. Self-starter with the ability to work both remotely and in the office. Very strong interest in developing data driven working capital analysis and the GTB Advisory space in particular. Ability to multitask and work under pressure. Good analytical and communication skills. Creative thinking with attention to detail. Team player. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $110,000 to $130,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions
    $110k-130k yearly 5d ago
  • Wholesale Pipeline Manager

    Carrington Mortgage Services, LLC 4.5company rating

    Anaheim, CA Job

    Come join our amazing team ! Responsible for overseeing Wholesale Pipeline management. Monitor the pipeline, identify bottlenecks, and develop and implement solutions to expedite the pipeline. Serve as a subject matter expert in resolving Agency and Non-Agency/Non-QM loan aged and suspense issues. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. The target pay range for this position is $75,000.00 to $85,000.00. What you'll do: Monitor the active pipeline to move loans through as efficiently as possible. Manage and resolve curative issues within the active pipeline, managing issues and conditions needed to clear suspense loans. Make recommendations to restructure loans to clear suspense items. Identify pathways to progress aged loans. Resolve Mavent/QM errors with Relationship Managers (Account Managers) and Sales Managers. Monitor processing workflows and pipeline to identify and implement enhancements or changes as needed. Assist the Account Managers and Sales Managers in resolving complex processing situations involving investor guidelines, processing systems, and internal procedures. Act as a liaison between the sales team and the processing teams to re-work files so that they can be sent to CM (conditions management) for approval. Monitor workflow to ensure adequate staffing levels to meet production needs; recommend any projected shortfalls to operations management. Thorough knowledge of all aspects of mortgage loan processing function and underwriting guidelines with deep knowledge of Non-Agency/Non-QM Strong customer service skills and ability to handle detailed assignments. Ability to maintain highly confidential information in accordance with Company's privacy policy concerning borrower's information. High level of organizational skills and ability to work on several tasks simultaneously. Ability to understand complex problems and to collaborate and explore alternative solutions. Ability to make decisions that have moderate impact on the department's credibility, operations, and services. Ability to organize and prioritize work schedules of others on long-term basis. Ability to add, subtract, multiply, divide and to record, balance, and check results for accuracy. Knowledge of the Microsoft Suite (Word, Excel, Outlook, etc.). What you'll need: Minimum Two (2) years recent Non-Agency/Non-QM experience required. Five (5) plus years processing experience required. Two (2) plus years supervising experience preferred. Encompass, DU, LP and other AUS experience preferred Experience working in a paperless environment preferred. Current Mortgage Loan Originator (MLO) License from NMLS required in applicable state jurisdictions Our Company: Carrington Mortgage Services-Wholesale Lending is part of The Carrington Companies. We provide third-party originators, mortgage brokers and financial institutions with access to government and conventional loan programs, as well as low credit score home financing and low down payment options. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: **************************** What We Offer: Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed. Access to several fitness, restaurant, retail (and more!) discounts through our employee portal. Customized training programs to help you advance your career. Employee referral bonuses so you'll get paid to help Carrington and Vylla grow. Educational Reimbursement. Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org.
    $75k-85k yearly 3d ago
  • Assistant Project Manager (HVAC) - $100,000

    Allegiance Group 4.4company rating

    Davie, FL Job

    Assistant Project Manager - HVAC Salary: $80,000-$100,000 + Bens We are looking for a career driven and enthusiastic Assistant Project Manager, who has some exposure to working HVAC projects to join one of Florida's most reputable full-service HVAC contractors based in Davie. This is an exciting opportunity for a motivated professional to get involved and take responsibility for some high-quality HVAC projects from concept to completion. As an Assistant Project Manager, you will report into the HVAC Project Manager and take some responsibility for executing and supervising specific parts of the projects, collaborating closely with the Superintendent & Operations Manager. Your primary role will involve being involved with planning, budgeting, overseeing, and documenting all aspects of the HVAC projects and ensure that the scope and direction of each project remain on schedule. You will be responsible for delivering projects on time, within scope, and within budget. Qualifications: 1-2 years experience with HVAC Projects, ideally within a mechanical contracting environment. Knowledge of HVAC systems and construction management practices. Ability to manage multiple projects simultaneously and adapt to changing priorities. Detail-oriented with excellent problem-solving capabilities. If you're a driven and experienced HVAC professional looking to take the next step in your career, apply today and join our growing team in Davie! How to apply: To hear more about the role please feel free to call Scott on ***************** Additionally email me your up-to-date resume to ************************ Furthermore, please send a connection request on LinkedIn to view further Construction roles across Florida.
    $80k-100k yearly 2d ago
  • Junior Loan Officer

    New American Funding 4.2company rating

    Whittier, CA Job

    Summary: Jr. Loan Consultants proactively solicit new residential mortgage business every day and build a residual pipeline which they are free to manage how they see fit in order to meet monthly and annual sales goals. They actively develop and maintain a network of relationships as a source of new mortgage loan business in the purchase and refinance markets and meet established loan quality and production goals. Essential Duties and Responsibilities: Builds rapport and leverages customer relationships with existing and potential borrowers with the goal of meeting customer needs and exceeding their expectations. Analyze customers' financial situations and provide the appropriate solution by advising customers as to the appropriate loan product for them. Perform lock extensions, pipeline management, appraisal orders among other daily duties Excel in a fast paced environment with the ability to multitask and follow up with multiple customer and work on multiple files each and every day. Accept multiple live, qualified inbound leads daily. Lock loans at point of sale, request initial documents from the customer, and submit an initial, paperless loan package to production staff. Collect and analyze customers documentation for submission to underwriters for pre-qualification of purchase clients Structure and price loans accurately. Other duties may be assigned. Job Competencies: Current product knowledge of FHA, VA, Conventional and other loan programs. Demonstrate working knowledge of federal and state guidelines, rules and regulations such as TRID. Excellent written and oral communication skills. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education/Experience: Current working knowledge of mortgage loan process. 0-2 years' experience as a Loan Processor, Jr. Processor, Loan Setup Clerk, Loan Officer Assistant, Sales, or equivalent. Proficient with Encompass, or other paperless mortgage loan origination systems. NMLS licensing preferred, but not required. High School Diploma or equivalent. Certificates and Licenses: NMLS Licensing required. Supervisory Responsibilities: This job has no supervisory responsibilities. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet. 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction. EOE/M/F/D/V. Drug-free workplace. Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S.
    $35k-47k yearly est. 3d ago
  • CAE Engineer - Technical Support Virtual Models

    CDH Detroit, Inc. 3.8company rating

    Michigan Job

    CDH Detroit Inc. is a subsidiary of CDH AG, Germany, a supplier of CAE software and related engineering services to the automotive industry. In addition to its own software, CDH distributes and supports third party CAE products such as GNS Animator4, GNS Generator4, Sidact FEMZIP, ATD-MODELS Finite Element models including adult and child ATDs, pedestrian protection impactors and GNS crash barriers for vehicle safety simulation. The primary role of CDH Detroit Inc. is the marketing, sales and technical support of CDH and third-party CAE products in North America (please visit our web page ************** for detailed information). To strengthen our end-user technical support in North America, we are very interested in applications from qualified candidates for the post of CAE Engineer - Technical Support Virtual Models. As CAE Engineer - Technical Support Virtual Models, you would play a key role by providing technical support to enable automobile industry customers to optimally use our distributed virtual models and GNS Pre-/Post-Processor software in their vehicle safety analyses. In addition, you would carry out product demonstrations and provide an interface between our clients, our technical support team and virtual model developers in Germany. The selected candidate may choose to work from his home office in Michigan, or from our Bloomfield Hills location. CAE Engineer - Technical Support Virtual Models Responsibilities: Play a key role in technical support activities, interfacing between our automobile industry clients, our technical support team and developers in Germany. Conduct occupant and pedestrian protection simulations in Ansys LS-Dyna to investigate and resolve end-user issues using the virtual models of our partners. Resolve more complex technical concerns by liaising with our global technical support and development team in Germany. Support trial installations to successfully demonstrate performance and technical benefits of virtual models and GNS software products to potential customers during the evaluation period. Present in-depth product demonstrations tailored to customer requirements and supported by CDH technical consultants and product developers (on-site and via the web). Communicate with our product management team to maintain a detailed working knowledge of the application and development roadmap. Ensure smooth transition to the solutions delivery after new customers license and use virtual models and software products distributed by CDH. Requirements: Bachelor's Degree in Engineering required, Master's degree a plus At least 5 years' experience in CAE vehicle safety analysis in the automotive industry focusing on crash and occupant simulation Knowledge of CAE development process related to passive safety design vehicle development and regulatory requirements (FMVSS, ECE, NCAP, and other) Hands-on CAE experience is required (LS-Dyna) Excellent verbal communication and presentation skills are required Benefits: Competitive salary based on qualifications Health, dental, and vision plans Matching 401(k) up to 6% Flexible vacation plan Contact: We look forward to receiving your detailed application, stating the earliest possible starting date and your salary expectations. Your contact: CDH Detroit Inc. Michigan 48302-0462 USA E-Mail: ************************ ************** Apply now Equal Employment Opportunity Statement CDH is an Equal Opportunity and Affirmative Action Employer and is committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions will be based upon job-related reasons and applicant qualifications regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law.
    $58k-93k yearly est. 4d ago
  • Credit Specialist (Commercial Bank)

    Social Capital Resources 3.8company rating

    New York, NY Job

    Top-Tier Commercial Bank in Midtown, Manhattan is seeking a Credit Specialist for a long-term, temporary-to-permanent position! Responsibilities: Support Portfolio Managers and Relationship Managers with all credit related work. Qualifications: Bachelor's degree Previous credit related work experience Chinese speaking is a plus
    $95k-147k yearly est. 2d ago
  • Mortgage Loan Processor

    Milend, Inc. 3.2company rating

    Alpharetta, GA Job

    This position is responsible for processing and managing a pipeline to meet average 21 day closing deadlines. The pipeline will consist of Conventional, FHA, VA & Non-QM loans. Willingness to communicate directly with Borrowers, LO's, Real Estate Agents & 3rd party vendors is required. Must be able to calculate income and analyze all supporting documentation for compliance and loan eligibility. Concise and accurate input of data into Encompass. Send and follow-up on verifications to employers, banks, creditors, etc. Submit a complete and accurate file to underwriting. Redisclose within 3 days of a valid change of circumstance. Requirements: Minimum of 5+ years experience processing mortgage loans. Highly organized and proactive; able to meet deadlines in a fast-paced environment. Solid working knowledge of DU/LP. Experience utilizing Encompass is required. Excellent oral and written communication skills, problem solving skills to research and resolve discrepancies. Experience and knowledge of conventional, FHA and VA loans guidelines required. Experience in disclosures a plus. This role will be onsite full time in Alpharetta, GA. About MiLEND, Inc. At MiLEND Inc., we help clients make some of the most important financial decisions of their lives From first time home purchases to refinancing, our personalized approach puts clients in the best position to meet their mortgage needs. With this unique opportunity, you will gain the skills, knowledge, and experience needed to build a successful career in mortgage sales. Milend, Inc is an equal opportunity employer. Milend, Inc prohibits discrimination of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.
    $33k-41k yearly est. 5d ago
  • Trade Support - Fixed Income

    Cantor Fitzgerald 4.8company rating

    Jacksonville, FL Job

    Job Title: Trade Support - Fixed Income Cantor Fitzgerald L.P., with over 12,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor Fitzgerald & Co. is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and for its global distribution platform. Capitalizing on the firm's financial acumen and technology prowess, Cantor's portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. For 79 years, Cantor has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations around the world. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and solid relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy, and attract talented individuals who are driven to succeed. Responsibilities: The Associate will support Fixed Income related post execution activities throughout the life of the trade. BGC is looking for a well-rounded candidate with a four-year college degree, preferably in finance, business or economics. The candidate would be well served to have operations knowledge, including, but not limited to, trade processing, cancels and corrections, settlement locations, and settlement platforms. This opportunity is part of a growing organization that unlike other financial institutions, does not have defined boundaries or silos. The Middle Office is continuously changing the architectural eco-system of the trade flow, and the analyst will also be responsible for participating in companywide initiatives. Pro-actively seek and drive opportunities to achieve straight-through processing and improve efficiency of settlement processes Trade booking, allocations and corrections Daily review of management reports, reconciliations Evaluating impacts of changes in regulatory and industry practices Develop and maintain management reporting and performance benchmarks Trade settlement and reconciliation tracking, fee reconciliation, give up processing. Liaise with counterparties to track, calculate and reconcile settlement and resolve discrepancies Coordinate with back office on trade related issues Qualifications: General Fixed Income industry knowledge a plus Excellent Microsoft Office skills with a focus on Excel proficiency Excellent analytical skills, combined with impeccable business judgement Self-directed, energetic, intellectually curious Superior analytical and problem-solving skills Effective verbal and written communication skills Team player who is comfortable working in a dynamic, entrepreneurial environment Willingness to simultaneously work on multiple projects, serving multiple constituents Educational Qualifications: Bachelor's Degree required
    $128k-185k yearly est. 20d ago
  • Machine Learning Infrastructure Engineers (Multiple Opportunities)

    Greylock 4.5company rating

    Santa Rosa, CA Job

    To help support the growth of several investments of ours in SF Bay Area, we're looking to network with talented engineers with strong infrastructure / distributed systems backgrounds who are interested in scaling AI. If you have 3+ years of industry experience in ML Infra / AI Engineering--we'd like to hear from you. We have several investments we believe will become market leaders in their space who are aggressively hiring ML Infra Engineers, and we'd welcome the chance to discuss some of these opportunities with qualified applicants. About Us: Greylock is an early-stage investor in hundreds of remarkable companies including Airbnb, LinkedIn, Dropbox, Workday, Cloudera, Facebook, Instagram, Roblox, Coinbase, Palo Alto Networks, among others. More can be found about us here: ********************* How We Work: We are full-time, salaried employees of Greylock and provide free candidate referrals/introductions to our active investments. We will contact anyone who looks like a potential match--requesting to schedule a call with you immediately. Due to the selective nature of this service and the volume of applicants we typically receive from our job postings, a follow-up email will not be sent until a match is identified with one of our investments. Please note: We are not recruiting for any roles within Greylock at this time. This job posting is for direct employment with startups in our portfolio.
    $132k-178k yearly est. 28d ago
  • Sales Representative

    Premium Merchant Funding 3.9company rating

    Premium Merchant Funding Job In New York, NY

    Actively seeking ambitious salespeople! This is a high intensity, super fun, high-yielding commission-based workspace. We are looking for charismatic natural born leaders with big aspirations where there is no limit in what you can make. If you have a knack for finance and are funny, charismatic, and competitive, you will do extremely well with us. PMF Capital specializes in providing debt financing solutions to small-medium sized businesses. So far in 2024, PMF has already originated over $1 billion in financing for small-medium sized businesses and continues to gain market share within the fintech industry. Through our in-house platform and with over one hundred lending relationships, our goal is to provide our clients with the most competitive financing options available to grow their top and bottom lines. This is not a job, this is a career. Responsibilities/Tasks: ● Perform Email, Call & SMS Marketing (we provide ALL leads) ● Qualify and interact with prospective clientele to identify their goals/objectives to recommend suitable financial solutions ● Maintain schedule of appointments (phone/Zoom) ● Perform loan transactions ● Effectively present details of our various financial instruments to clients ● Collaborate/strategize with coworkers to create a productive and positive workplace environment Qualifications (including but not limited to): ● Bachelor's degree preferred ● Financial/mental math skills ● Time management skills ● Entrepreneurial mindset with a strong desire to learn and earn ● Computer skills (Excel/Sheets, G-Suite, CRM experience) ● Proficient grammatical & communication skills ● Strong sense of humor ● Charismatic/assertive personality ● Strong personality and interpersonal skills Pay Structure: 30% comm payout + $2k draw limit + Daily/Weekly/Monthly performance incentive bonuses (Payout increases achieved through set benchmarks) Job Type: Full-time in office You must be able to reliably commute to the office everyday. Job Type: Full-time Pay: $80,000.00 - $120,000.00 per year
    $80k-120k yearly 60d+ ago

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