- Main Street Bank (Marlborough, MA)
- …majority of the prospective customer leads are generated by the bank's branch system or other bank lead generation techniques. The Community Mortgage Originator is ... for new mortgage lending opportunities. Additionally, this position embraces the established sales and service culture to maximize their contribution to the Bank's… more
- MUFG (New York, NY)
- …gathering and documentation submission required by the regulatory bodies for the broker -dealer's onboarding process + Assist with system configuration, setup, ... Products Rates and Credit Trading Desks and Institutional Investor Sales Desks. RESPONSIBILITIES + In depth knowledge of the...tickets to determine if any actions in the backOffice system is needed. + Send trade-recap to customer clients… more
- USG Insurance Services, Inc. (Tampa, FL)
- …in Canonsburg, PA, expertly oversee and manage both our proprietary and third-party systems , ensuring our sales operations stay at the forefront of technological ... + Software Development (Engineering, QA, Business Analysis) + Infrastructure & Support ( System Support Analysts, Systems Management) + Cybersecurity & Risk +… more
- Perdue Farms, Inc. (Petaluma, CA)
- …responsible for administering the customer order entry process along with key sales functions, ie, booking features, pricing, etc. for assigned customers. Focused on ... goal of customer service, providing the main point of contact for Sales and Merchandising managers. + Handles customers' orders for specified customer, ensuring… more
- Principal Financial Group (Des Moines, IA)
- …optimize licensing and registration workflows for representatives and entities across Broker -Dealer and RIA channels. Ensure timely and accurate filings in alignment ... all PSI associated individuals. + Technology Enablement - Evaluate and implement systems and tools to automate and streamline licensing and registration processes.… more
- Cushman & Wakefield (Seattle, WA)
- …will be trained and developed to become highly proficient with internal systems and technologies, as well as Workday, Salesforce, Microsoft and Adobe applications. ... finance) based on the needs of the team and client + Provide sales , marketing and transaction support + Supports client relationship management in partnership with… more
- Citizens (San Francisco, CA)
- …in Fixed Income Sales & Trading compliance at a FINRA registered broker dealer. + In-depth knowledge of SEC and FINRA rules (trade reporting, markups/markdowns, ... of Citizens Financial Group, operates as a FINRA-registered institutional broker -dealer offering comprehensive services in M&A advisory, investment banking,… more
- USG Insurance Services, Inc. (Atlanta, GA)
- …in Canonsburg, PA, expertly oversee and manage both our proprietary and third-party systems , ensuring our sales operations stay at the forefront of technological ... Producer/ Broker : Workers Compensation Hours : 8:30-5:00 Local Time...the role focuses on generating new business through various sales and marketing techniques, establishing relationships within a territory,… more
- USG Insurance Services, Inc. (Arlington, TX)
- …in Canonsburg, PA, expertly oversee and manage both our proprietary and third-party systems , ensuring our sales operations stay at the forefront of technological ... and Houston Who We Are: Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent presence across the nation.… more
- HUB International (Chicago, IL)
- …additional information as requested + Enter Client information and policy detail into broker management system + Check policies for accuracy of information in ... oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. Through...comparison with the Insurance quote and Broker Management System + Request, process, and… more