- Charles Schwab (Mission Viejo, CA)
- …clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning * ... Ability to adapt and implement change as the market and business conditions evolve * Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment… more
- Midland States Bank (Ottawa, IL)
- …reduce and eliminate teller differences. Understanding basic knowledge of deposit and lending products & services. Able to identify correct product types through ... needs-based questioning allowing them to build and deepen customer relationships. Consistently demonstrates knowledge of bank products and services through referring products and services to corresponding business partners, assist customers on electronic… more
- Midland States Bank (Greenville, IL)
- …reduce and eliminate teller differences. Understanding basic knowledge of deposit and lending products & services. Able to identify correct product types through ... needs-based questioning allowing them to build and deepen customer relationships to include determining needs and referring business partners. Assists with basic deposit account openings and maintenance requests with monitoring and coaching provided by a… more
- GreenState Credit Union (Westmont, IL)
- …for structuring loan applications, working with underwriters and adhering to all lending policies and regulations. Makes weekly outbound sales calls to members. ... Performs all aspects of MSR position. This includes the ability to accurately balance a cash drawer daily and a firm understanding of all credit union policies and procedures for cash handling, check handling, and identification. Builds member relationships by… more
- Bank OZK (Rogers, AR)
- …including opportunity spotting/referrals, client relationship building, account opening, lending , outbound business development activities, and lobby management. + ... Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud. + Manage the day-to-day operations of the banking center, executing strategic and tactical plans to ensure sound operational performance and effective… more
- SMBC (New York, NY)
- …in support of new business. + Understanding of leasing or commercial lending industry. Lease pricing skills including prior use of InfoAnalysis, SuperTRUMP or ... similar package is a plus. + Knowledge of insurance coverages and needed provisions and endorsements including auto liability. + Strong verbal and written communication skills. + Ability to multitask and maintains high standards despite often pressing… more
- Battelle Memorial Institute (Columbus, OH)
- …contracts. + Participates in cross-functional teams by representing the department, lending support, serving as subject matter expert for relevant ERP data ... and reporting systems. + Performs compliance functions in a manner consistent with audit, internal control and legal requirements for maintaining approved system statuses. + Communicates effectively and timely with internal and external customers to facilitate… more
- Morley (Lansing, MI)
- …case documentation + Manage communications between the car owner, auto dealer and lending institution + Negotiate and coordinate vehicle buybacks on behalf of the ... auto manufacturer + Offer timely and accurate solutions through inbound and outbound conversations (including phone calls, chats, emails and other communications as needed) while keeping a positive and upbeat attitude **_What's it Like?_** + We make sure you… more
- Bank OZK (Cumming, GA)
- …retail customer service and/or sales preferred + NMLS preferred (required for lending activities) Job Expectations Operate customary equipment and technology used in ... a business environment, with or without accommodation. Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the… more
- Wipfli LLP (Green Bay, WI)
- …g, and documenting regulatory compliance audits + Knowledge and experience in lending + Excellent oral, written communication and presentation skills; able to ... communicate effectively with both technical and business partners as well as executive management + Strong analytical skills with high attention to detail and accuracy + Ability to manage multiple responsibilities and prioritize in a high volume, high paced… more
