- UMB Bank (Albuquerque, NM)
- …customers to expand existing business, ensure excellent client relations & proper servicing of account(s), and ensure the portfolio's credit quality. + Provide ... process, change terms, etc. + Strong ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and … more
- Santander US (Miami, FL)
- …free and accurate completion of all customer requests including: account openings, loan applications, servicing requests, and routine bank transactions. + When ... in conversations regarding their current and future financial needs and turns servicing requests and routine transactions into sales opportunities. + Develops and… more
- DriveTime (Mesa, AZ)
- **What's Under the Hood** DriveTime Family of Brands includes in-house financing and servicing through Bridgecrest, which is one of the country's leading financial ... servicing providers. Bridgecrest services roughly $17 billion in finance...the correct amount of funds are applied to the loan or returned to the customer. Specialists will work… more
- DriveTime (Mesa, AZ)
- **What's Under the Hood** DriveTime Family of Brands includes in-house financing and servicing through Bridgecrest, which is one of the country's leading financial ... servicing providers. Bridgecrest services roughly $17 billion in finance...the customer or third party at the time the loan is completed + Assist customers to reinstate their… more
- Regions Bank (Montgomery, AL)
- …+ Serves as central point of contact for CBS clients for all servicing requests related to client relationship + Assists relationship manager(s) by performing daily ... financial information from client, submitting facility application and managing loan workflow to closing + Manages post-closing requirements including tickler… more
- Regions Bank (Nashville, TN)
- …payments, account transfers, credit request applications, securing documentation required for loan origination and servicing or other client support transactions ... asset retention + Enters and maintains appropriate client records in CRM tools, loan document preparation, and new account setup assistance + Ensures clients have an… more
- Zions Bancorporation (Irvine, CA)
- …clients and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a collaborative environment ... inIrvine, CA** . This role focuses on acquiring and servicing commercial loans, commercial real estate loans and bank...cross sell bank products. + Familiarity of the sales, loan processing and closing processes. + Good underwriting skills.… more
- S&P Global (Dallas, TX)
- …Data and Project Management. **Responsibilities and Impact:** The Service Delivery Management Associate is an expert on all things WSO. We connect and bridge ... delivery and logistics, mathematical in nature within the context of client servicing . Clients include Asset Managers, Banks, Hedge Funds, Mutual Funds, and Total… more
- Columbia Bank (The Dalles, OR)
- …required information for customer relationships to be boarded on the banks servicing system(s). Maintain files with all required documentation for third-party review ... and prepares files for timely audits. + Set up and ongoing monitoring of loan and financial ticklers to ensure accuracy and timeliness. Follow up with customer to… more
- Zions Bancorporation (Los Angeles, CA)
- …clients and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a collaborative environment ... Middle Market Excellence Awards. **Job Responsibilities:** + Responsible for generating and servicing a wide variety of commercial loans and developing strong, low… more