- Bank of America (Staten Island, NY)
- …as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + ... engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act… more
- WMCHealth (Suffern, NY)
- …activating the patient encounter for medical treatment. Utilizes the various systems , assesses each account related concern and resolves issues about registration ... Bank. + Processes and submits payments for posting to the Financial Counselor . + Handles answering telephones promptly, efficiently and professionally. + Maintains a… more