- Thrivent Financial (IL)
- …including all team members, procedures and processes for Sage Path Financial Consultants. Key responsibilities include oversight of processes, preparation of ... financial plans, investment research and analysis, and coordination of...tasking updates in the system + Monitor applications throughout underwriting process + Interact with clients to ensure a… more
- Oriental Bank (San Juan, PR)
- …that may be added. Informs to prospective loan clients of the financial institution's underwriting guidelines and applicable government regulations. + Interview ... + Evaluates customer needs and refers them to the appropriate financial services representative or retail channel for investment, commercial and trust services,… more
- OneMain Financial (Columbia, MO)
- … Sales, Management Development, Finance, Full-time, Career, Benefits, Customer Experience, Financial Representative , Credit, Leadership OneMain Holdings, Inc. is ... where required **Preferred Requirements** + College degree or experience with underwriting , credit decision, or related financial industry experience… more
- USAA (Tampa, FL)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... classes starting every month. As a Licensed Insurance Customer Service Representative , you'll work within defined guidelines and framework, to provide customer… more
- Truist (Houston, TX)
- …the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, ... appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to… more
- UNUM (Worthington, OH)
- …through building relationships with other insurance professionals - brokers, financial planners, agents, stockbrokers, consultants, enrollment firms and other Unum ... sales professionals. The Sales Representative is the marketing and technical expert who represents Unum, educating and motivating other professionals to sell our… more
- OneMain Financial (Pembroke Pines, FL)
- … Sales, Management Development, Finance, Full-time, Career, Benefits, Customer Experience, Financial Representative , Credit, Leadership OneMain Holdings, Inc. is ... where required **Preferred Requirements** + College degree or experience with underwriting , credit decision, or related financial industry experience… more
- OneMain Financial (Milton, FL)
- …Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative , Credit, Leadership, Manager Trainee OneMain ... the loan process and loan life cycle + Present financial solutions, based on customer needs, that meet their...a clear understanding + Learn how to utilize credit underwriting techniques and sales tools + Manage the life… more
- CoreSite (Santa Clara, CA)
- …+ Maintain and strengthen working relationships with landlord(s) to ensure operational and financial integrity at the asset + Act as the senior market leader, ... making real-time decisions that balance customer support and care with asset financial goals, driving long term success + Recruit, manage, develop, and motivate… more
- OneMain Financial (Kingston, NY)
- …Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative , Credit, Leadership, Manager Trainee OneMain ... the loan process and loan life cycle + Present financial solutions, based on customer needs, that meet their...develop new customers + Learn how to utilize credit underwriting techniques and sales tools + Manage the life… more