- Carrington (Westfield, IN)
- …regulations. Encourage motivated and qualified borrowers to be transferred to a licensed Loan Officer to explore refinance opportunities. Perform all duties in ... and work a hybrid schedule!** The Customer Service & Sales Specialist is responsible for providing excellent customer service...Warm transfer motivated and qualified borrowers to a licensed Loan Officer to discuss refinance opportunities. +… more
- Travelers Insurance Company (Charlotte, NC)
- …Imagine loving what you do and where you do it. **Job Category** Sales **Compensation Overview** The annual base salary range provided for this position is ... Openings** 1 **What Is the Opportunity?** Under general supervision, the Regional Sales Director (RSD) assists in strategic management of the agency plant and… more
- FirstBank PR (Miami, FL)
- …overall support to Relationship Officers in the enrollment and closing of their sales and services functions as a secondary point of contact for customers. Essential ... Responsibilities: + Responsible for working closely to the relationship officer in the origination of transactions such as opening and closing of accounts, including… more
- Kennebec Savings Bank (Waterville, ME)
- …(e) supporting the Bank products and services. KEY RESPONSIBILITIES: Portfolio Management/ Loan Officer Support:Gathers customer financial and general business ... loan applications according to established procedures. Accompany loan officers during sales calls to work...Officer . Coordinates with the Credit Analyst on new loan requests and performs in-depth financial analysis on the… more
- KeyBank (Brooklyn, OH)
- …be onsite for the first week This position is responsible for the review of loan documentation for complex commercial loan clients and the booking of basic ... service to internal and external clients. **ESSENTIAL JOB FUNCTIONS** + Reviews loan document packages and ensures all documents are present to ensure Bank's… more
- DR Horton, Inc. (Austin, TX)
- …Reports and follow up accordingly. o Lead Loan Processor meeting o Attend Loan Officer meeting and Builder meetings as directed by Branch Manager o Be ... Manager to develop professional business relationships with affiliated builder Division President, Sales Manager, Closing Coordinator and sales agents o Call on… more
- Middlesex Savings (Westborough, MA)
- …Attorneys, branches, originators, and lenders. + Follows-up with appropriate party (attorney, loan officer , branch, underwriting team, customer) via written memo ... Reviews all loans for approval by appropriate authority level ( Officer , Senior Officer , Board of Investment). +...with a team. + Reports all exceptions to the Loan Servicing Manager. + Refers sales opportunities… more
- Bangor Savings Bank (Portland, ME)
- …guidelines established by the Director of Commercial Banking, the Commercial Relationship Officer is responsible for the acquisition, retention and satisfaction of a ... commercial client portfolio. The Commercial Relationship Officer is responsible for the achievement of a variety...for the achievement of a variety of portfolio and sales quotas derived from the overall strategic plans and… more
- PenFed Credit Union (San Antonio, TX)
- …satisfaction. + Analyze emerging risks and opportunities that may affect the Digital Sales Loan Officers and recommend strategies to the Home Lending Executive ... growth, and performance of the Digital Directors, Managers, and Loan Officers as they support sales production,...implementing improvements to streamline processes to drive an enhanced Loan Officer (LO) and member experience. +… more
- Truist (Lake Forest, IL)
- …solid long-lasting client relationships over time through consistent delivery of competitive loan product offerings and loan servicing. The CES follows up ... working closely with Senior Management to drive business volume. The CES evaluates loan opportunities, underwrites the credit risk and delivers executable loan … more
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