Larry Freed Email & Phone Number

San Jose, Ca

- Serve as TIAA's primary relationship manager for high net worth and affluent clients.- Manage and develop an assigned book of business of client relationships (approximately 400) across TIAA's products and services while complying with all regulatory requirements.- Responsible for growing the book of business through identifying value-added products and services for clients, identifying and acquiring client assets held outside of TIAA and developing additional business through referrals.- Build and solidify client relationships pre- and post-retirement through a distinctive experience that leverages the unique value proposition of the Individual Advisory Service's business.Manages client relationships with the goal of developing first call status for all financial planning needs.- Coordinates communications among a client’s account team and across applicable institutional segments.

- Interfaces with internal and external parties, including underwriter, analyst, closing attorney, Title Company, servicing and asset management personnel- Responsible for initial review of draft loan documents, verifying general business terms and verifying legal descriptions- Responsible for performing pre and post closing functions including managing closing checklist to ensure that closing counsel has received all required documents to review and process the loan- Prepares draft settlement statements- Works directly with Title Company to complete final closing statements prior to disbursement of loan proceeds- Perform quality control functions on loans, verifying accuracy of data prior to submission to investors- Working knowledge of required insurance accord forms and policies needed for closing- Ability to create and maintain working spreadsheet of status of loans closings- Post closing functions include, preparing standardized loan modifications and partial releases

• Establishing, reviewing and auditing of internal control systems. Testing and evaluating businesses processes, internal controls and financial system data. • Conducts risk assessments of all business activities, departments or functional areas by required due dates. Develops risk management countermeasures with department managers.• Prepares audit plans and understands the specific issues to be evaluated. Executes internal audits within established business process controls. • Contract management, general and Electronic Industry Citizenship Coalition (EICC) compliance. • Primary or secondary responsibility for audit of company’s current JSOX processes, assess whether controls are effective and development of new JSOX procedures. Interacts with personnel from various departments to collect transactional documents and other evidence that reflect the JSOX process control status. • Interface with personnel from EBARA company headquarters in Japan to understand audit / controls / risk management / compliance requirements and adjust procedures or processes as required.• Assisting departments in development, documentation and writing of procedures. • Creating formal written reports to effectively communicate results to management and regulatory agencies. • Provides new ideas to C.F.O. to increase operational efficiency and effectiveness. • Complies with EBARA safety policies, including participation in and completion of all required safety training. • Maintains clean and safe working environment compliant with Ebara safety policies. • Performs other duties as assigned.

- Development of ongoing communications to multiple audiences including consumer, fleet, industry and Propel community members across integrated channels including POP, direct mail, web, social, search, database, gift card, brochure, partner, outdoor and event.- Create editorial calendars and manage the production of communications and collateral consistent with brand image and mission.- Support on-site communications programs and coordinate the production of station communications and collateral consistent with brand image.- Support the Director of Marketing with new customer acquisition programs critical to meeting - Propel's business goals with campaigns reaching tens of thousands of prospects, and converting thousands of customers each quarter.- Assist the Director of Marketing in the development of marketing plans, goals and strategic initiatives including project budgets, timelines, calendars of activities, vendor selection and equipment.- Track and report key campaign metrics – interfacing with CRM and other operational software/database suites.- Manage campaign invoices and track to stay within budget.- Engage with industry partners on special initiatives to determine key messaging, market research, creative, and launch programs.- Provide Propel business partners and Site Operators regular communication related to the company and information that will benefit their partnership and business with Propel.- Assist the Director of Marketing with market research initiatives.- Provide Marketing and Communications support with new site promotion, launches, and events.