- TD Bank (Philadelphia, PA)
- …wealth, and residential mortgage + Proactively engages in customer outreach (via phone , email, and other means) to interact with clients and/or discuss additional ... regulatory banking requirements + Engages in conversations with customers about loan products; facilitates the application intake. Must maintain an active… more
- Truist (Houston, TX)
- …an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. ... and web-based learning. 6. Advises on consumer lending options and takes loan applications. 7. Adheres to internal controls, operational procedures and risk… more
- KeyBank (Ypsilanti, MI)
- …calling, prospecting, and networking. (required) + Understanding of consumer credit - including loan to value, debt to income and credit reports ( preferred ) ... to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward… more
- Insight Global (Columbus, OH)
- …Skills and Requirements Minimum Qualifications 6+ months of experience in customer service, phone support, loan processing or similar at a Financial Institution ... environment. BA/ BS degree, Associates degree, or equivalent work experience Preferred Qualifications Familiarity with loan processing, financial statements, tax… more
- TD Bank (Hempstead, NY)
- …of all equipment by staff **Education & Experience:** + Undergraduate degree preferred and/or + 2+ years of relevant experience + Excellent organization, ... routine to advanced, including check cashing, large withdrawals, deposits, and loan payments, in accordance with Bank policies and procedures **Shareholder… more
- DriveTime (Bradenton, FL)
- …Performs various detailed tasks throughout the dealership such as preparing titles, loan documents and taking down payments. Takes customers on test drives, ... and executes company directives, initiatives, and expectations. + Making phone calls, scheduling appointments, answering questions and educating potential customers… more
- Hills Bank (Coralville, IA)
- …field of study preferred . + One to two years' experience in mortgage loan processing preferred ; or equivalent combination of education and experience. + This ... and submitting the appropriate documentation for a mortgage customer's loan request. The position requires a basic to moderate...is able to prioritize workload, follow up regularly by phone /email, to meet all contingency and closing deadlines. +… more
- Texas A&M University System (College Station, TX)
- …residency for tuition, the $1,000 Tuition Rebate, Excess Credit Hours, B-On-Time Loan Forgiveness, Three-Peat course charges, and tuition rate structures. But that's ... and work cooperatively with others + Adaptable interpersonal communication skills + Preferred Qualifications: + Minimum one year in higher education, planning and… more
- Truist (Richmond, VA)
- …issues, loan balances, payments, charges and customer liability on all loan systems. * Bankruptcy Phone Team Specialists with no prior bankruptcy ... and how to complete them accurately by pulling needed information for loan systems and/or account documentation. 3. Communicate in verbal or written communication… more
- Main Street Bank (Ayer, MA)
- …and redirects complex issues to the appropriate channels. + Skillfully manages phone inquiries related to account activity and balances. + Maintains and organizes ... diverse array of customer transactions, including deposits, withdrawals, cash disbursements, loan and mortgage payments, check processing, money order issuance, and… more