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Capital One jobs in Grand Rapids, MI - 97 jobs

  • Senior Administrative Assistant

    Jpmorgan Chase & Co 4.8company rating

    Grand Rapids, MI job

    JobID: 210699587 JobSchedule: Full time JobShift: Day : Become an integral part of Consumer & Community Banking team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement. Be part of a team that is results-oriented, with a focus on attention to detail and quality. As a Senior Administrative Assistant in Consumer & Community Banking, you will need to work well in a team environment, be able to represent the manager and group with professional courtesy and acumen and deliver flawless work output. Your daily routine also includes interaction with various executive level internal clients across the lines of businesses. You will need to adapt procedures, processes, and techniques to complete assignments in line with the department's activities and goals. Job responsibilities * Maintain complex and detailed calendars * Screen incoming calls and determine the level of priority, while using caution in dispensing information * Manage the coordination and logistics of both internal and external meetings * Arrange and coordinate complicated domestic and international travel * Organize all aspects of internal and external events, including catering and transportation * Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines * Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access * Produce high quality emails and messages to individuals at all levels of the organization * Maintain department documents, including current organizational charts and Executive Bio's * Handle regular activities without prompting, and advise in advance with issues or delays * Assist in editing spreadsheets and presentations, including printing and binding, for client meetings Required qualifications, capabilities, and skills * At least three years of administrative experience * Advanced ability to organize * Discretion and good judgment in confidential situations, and proven experience interacting with senior management * Strong interpersonal, written, and oral communication skills * Strong proficiency in Microsoft Office * Excellent telephone etiquette and ability to manage competing priorities i.e. calendar management Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid option
    $66k-90k yearly est. Auto-Apply 10d ago
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  • Branch Operations Lead- Plainfield Four Mile- Grand Rapids, MI

    Jpmorganchase 4.8company rating

    Grand Rapids, MI job

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements. A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors. Job responsibilities Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community. Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships. Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit. Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures. Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience. Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night. Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely. Required qualifications, capabilities, and skills You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently. You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively. You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment. You have a strong passion for educating the branch team and partners, helping them stay connected and informed. You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed. You have 1+ years of retail banking experience. You have a high school degree, GED, or foreign equivalent. You have the ability to work branch hours including weekends and evenings. Preferred qualifications, capabilities, and skills You have 6+ months of Associate Banker (Teller) experience. You have a college degree or military equivalent. Training and Travel Requirement You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead. You'll need to be able to travel as required for in-person training and meetings.
    $86k-113k yearly est. Auto-Apply 4d ago
  • CVL Dealer Sales - Retail Client Manager

    Bank of America Corporation 4.7company rating

    Grand Rapids, MI job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace , attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! The Retail Client Managers primary responsibility is to develop and manage dealer relationships for the purpose of increasing Auto & RV applications and loan production. The Retail Client Manager will prospect new clients, share the benefits of our program, and upon signing manage all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained. Secondary responsibilities include cross selling Merrill Edge, participating in local market leadership team activities, and working with DFS partners for referral opportunities. This position will also require working closely with underwriting and support staff to ensure all aspects of the market are appropriately managed. The position will require a self-motivated individual with strong communication skills, time management skills, computer skills, and the ability to perform market analysis, forecasting, and development. Responsibilities: * Develops and manages dealer relationships, including partnering on referral opportunities, to increase auto applications and loan production sales * Prospects new clients, articulates the program benefits, and upon signing, manages all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained * Works with underwriting and fulfillment partners to ensure all aspects of underlying risks are appropriately managed * Executes all categories of risk management activities, including monitoring dealer activity / negative news to drive proper dealer execution and minimize risk and exposure for the bank * Captures market intelligence and delivers feedback to leadership team * Represents Consumer Vehicle Lending (CVL) as the face of the business in the market, hosting client engagement events and industry conferences Skills: * Business Development * Client Management * Customer and Client Focus * Influence * Prospecting * Active Listening * Adaptability * Negotiation * Networking * Relationship Building * Client Solutions Advisory * Emotional Intelligence * Referral Identification Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Required qualifications : * 5+ years experience selling retail financing to automotive dealerships or equivalent outside sales experience * Strong communication and negotiation skills to effectively sell our value proposition and to maintain Dealer relationships * The ability to be a strong individual contributor with a team player attitude. * Ability to drive long distances with possible overnight stays Desired qualifications: * The ability to work independently or in a team environment * Established dealer relationships within the market * Undergraduate degree Shift: 1st shift (United States of America) Hours Per Week: 40
    $44k-64k yearly est. 36d ago
  • Senior Home Lending Advisor - Grand Rapids MI

    Jpmorganchase 4.8company rating

    Grand Rapids, MI job

    Job Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job responsibilities Coaches and mentors the branch team by providing training on products and services. Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts. Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships. Builds role as the internal and external mortgage expert and maintains good relationships with customers. Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. Required qualifications, capabilities, and skills Bachelor's degree or equivalent work experience in sales and/or real estate 3+ years of mortgage lending and proven sales experience in retail banking Knowledge of real estate market in local area Excellent written and oral communication skills Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred qualifications, capabilities, and skills FHA/VA sales experience Marketing, promoting, relationship building, and consulting skills Intermediate PC skills in a Windows environment This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **********************************************************************
    $51k-96k yearly est. Auto-Apply 60d+ ago
  • 2027 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank

    Jpmorgan Chase & Co 4.8company rating

    Grand Rapids, MI job

    JobID: 210690291 JobSchedule: Full time JobShift: Base Pay/Salary: Los Angeles,CA $100,000.00-$100,000.00; Rochester,NY $100,000.00-$100,000.00; Greenwich,CT $100,000.00-$100,000.00; Greenvale,NY $100,000.00-$100,000.00; Manhattan Beach,CA $100,000.00-$100,000.00; Westlake Village,CA $100,000.00-$100,000.00; San Diego,CA $100,000.00-$100,000.00; Washington,DC $100,000.00-$100,000.00; Las Vegas,NV $100,000.00-$100,000.00; Summit,NJ $100,000.00-$100,000.00; Seattle,WA $100,000.00-$100,000.00; Walnut Creek,CA $100,000.00-$100,000.00; Chicago,IL $100,000.00-$100,000.00; Baltimore,MD $100,000.00-$100,000.00; Pasadena,CA $100,000.00-$100,000.00; Denver,CO $100,000.00-$100,000.00; Boston,MA $100,000.00-$100,000.00; San Francisco,CA $100,000.00-$100,000.00; Palo Alto,CA $100,000.00-$100,000.00; Irvine,CA $100,000.00-$100,000.00; Minneapolis,MN $100,000.00-$100,000.00; New York,NY $100,000.00-$100,000.00; Cleveland,OH $100,000.00-$100,000.00 If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time. Job Responsibilities: * Work with a team of advisors and specialists to bring in new clients and serve existing clients * Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth Required Qualifications, Capabilities, and Skills: * Pursuing a Bachelor's or Master's degree (Excluding MBA); Master's must be within 2 years of Bachelor's. * Expected graduation date between December 2027 and June 2028. * Currently attending a college/university in the U.S. * Highly driven, inquisitive, and proactive, with a strong desire to learn. * Enjoys working in teams to develop complex solutions. * Exceptional interpersonal, communication, analytical, and problem-solving skills. * Excellent organizational skills with the ability to multitask in a fast-paced environment. * Demonstrates good judgment and discretion with confidential information. * Genuine interest in financial markets and macro-level economic trends. * Aspires to work with external clients in a relationship-building and sales capacity. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Work Authorization: To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Our Locations Atlanta, GA Austin, TX Baltimore, MD Baton Rouge, LA Birmingham, MI Boston, MA Charlotte, NC Chicago, IL Cincinnati, OH Cleveland, OH Columbus, OH Dallas, TX Denver, CO East Bay, CA Fort Lauderdale, FL Fort Worth, TX Grand Rapids, MI Greenwich, CT Houston, TX Indianapolis, IN Irvine, CA Jacksonville, FL Las Vegas, NV Long Island, NY Los Angeles, CA Miami, FL Milwaukee, WI Minneapolis, MN Naples, FL Nashville, TN New Orleans, LA New York, NY Oklahoma City, OK Orlando, FL Palm Beach, FL Palo Alto, CA Pasadena, CA Philadelphia, PA Pittsburgh, PA Rochester, NY Salt Lake City, UT San Antonio, TX San Diego, CA San Francisco, CA Scottsdale, AZ Seattle, WA South Bay, CA St. Louis, MO Summit, NJ Tampa, FL Tulsa, OK Washington D.C. Westlake Village, CA Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
    $100k-100k yearly Auto-Apply 11d ago
  • US Private Bank- Private Banker- 2026 ReEntry Program 2026

    Jpmorgan Chase & Co 4.8company rating

    Grand Rapids, MI job

    JobID: 210685776 JobSchedule: Full time JobShift: Base Pay/Salary: New York, NY $130,000 - $170,000; Chicago, IL $130,000- $170,000; Evanston, IL $130,000- $170,000 At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Join a team delivering premiere service to high net worth clients through holistic financial advisement. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities * Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience * Generate business results and acquire new assets, both from existing client base and new client acquisition * Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal specialists to provide interdisciplinary expertise to clients when needed * Connect your clients across all lines of business of J.P. Morgan Chase & Co. * Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Required Qualifications, Capabilities, Skills * Three plus years of previous work experience in Private Banking or Financial Services * Bachelor's Degree required; MBA, JD, CFA, or CFP preferred * Proven sales success and strong business acumen * Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, Skills * Proactive, takes initiative, and uses critical thinking to solve problems * Strong community presence with an established network * Dynamic and credible professional who communicates with clarity and has exceptional presentation skills * Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business * Prior experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
    $32k-70k yearly est. Auto-Apply 48d ago
  • U.S. Private Bank - Private Banker - Vice President or Executive Director

    Jpmorganchase 4.8company rating

    Grand Rapids, MI job

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills Six plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
    $195k-310k yearly est. Auto-Apply 60d+ ago
  • Commercial Banking Expansion Market Trainee

    Commerce Bank 4.4company rating

    Grand Rapids, MI job

    About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Hourly: $28.85 - $31.25 (Amount based on relevant experience, skills, and competencies.) About This Job Are you ready for an adventure? This is an opportunity to be part of a focused development program designed to launch successful careers in Commercial Banking. This position is focused on preparing you to be a successful and productive Commercial Banker in one of Commerce Bank's high growth expansion market in Nashville, Tennessee & Grand Rapids, Michigan. During the program, you will spend approximately one year embedded with our Corporate Commercial Banking teams in our St. Louis headquarters while also residing in that city. Additional time may be required depending on the applicant's prior education and experience. Once you've completed the program you will be transferred to our Nashville or Grand Rapids expansion market. You'll work alongside our commercial banking teams and bank executives to help our customers solve their everyday financial needs. Don't have commercial banking experience? Don't worry. We will provide all the necessary training to build the skills required to be successful. If you're a go-getter who loves to learn and win, we'd love to talk. Essential Functions * Participate in cross-functional rotations across various business lines to leverage and develop leadership skills while also gaining an understanding of the commercial bank and commercial payments solutions * Attend community and business functions, participate in networking groups to ensure a positive image for the bank and grow key networking with contacts in the marketplace * Collaborate with commercial banking teams and product partners to identify prospective clients' financial needs and add value through a full range of products and services * Support the comprehensive management of existing commercial relationships to ensure a high level of customer satisfaction and retention * Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk * Maintain loan reporting and ensure compliance with all bank policies, procedures, regulations, and laws * Perform other duties as assigned Knowledge, Skills & Abilities Required * Basic knowledge of the banking/accounting/finance field * Basic analytical skills using financial and accounting principles * Strong relationship building skills and propensity for sales * Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills * Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities * Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values * Intermediate level proficiency with Microsoft Word, Excel and Outlook * Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements Education & Experience * Bachelor's degree in a business-related field * 1+ years of financial services or sales experience required For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. * For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Expansion Market Trainee - Commercial Banking job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $28.85 to $31.25 per hour. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 8000 Forsyth Blvd, Clayton, Missouri 63105 Time Type: Full time
    $28.9-31.3 hourly Auto-Apply 5d ago
  • Branch Support Manager

    Wells Fargo Bank 4.6company rating

    Grand Rapids, MI job

    About this role: Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargo In this role, you will: Lead or participate in support functions for multiple business groups and contribute to large scale strategic initiatives Lead in the execution of various supervisory approvals for the Brokerage Support team including, supervisory review and approval of operational transaction requests including but not limited to, asset movement, account maintenance, order errors, document approvals and various remediation projects to ensure timely completion, quality, and compliance Lead, participate and collaborate with peers, colleagues and mid-level managers in adherence, development and interpretation of policies, procedures, and compliance requirements Act as the primary point of escalation for operational controls, technology and service inquiries from Financial Advisors, Client Associates, Operations and other branch and Support Center employees to resolve complex issues related to work allocation, and daily operations Lead or participate in research and resolving moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy, policies, procedures, and compliance requirements Work independently to identify, strategize and make recommendations for support function by providing support and leadership Provide leadership in management of relationships, participate in planning and execution of programs, services, and initiatives that may include risk mitigation, efficiency, and customer experience with cross functional business partners Identify and provide consultation on opportunities for process improvement and risk control development Lead and support the onboarding, training, recognition, engagement, and development of new and existing Client Associates within designated markets Lead projects, teams or serve as a mentor for those who are less experienced; guide talent development and assist local management in hiring talent for Client Associates within assigned markets Required Qualifications: 4+ years of Financial Services Industry experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration Desired Qualifications: 1+ years of leadership experience Knowledge and understanding of branch exams and regulatory requirements from an operational support perspective Strong client service skills Strong attention to detail and accuracy skills Effective organizational, multi-tasking, and prioritizing skills Strong verbal, written, and interpersonal communication skills MS Office (Teams, Outlook, Word, Excel, PowerPoint) experience Job Expectations: US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. FINRA Series 65 or 66 examinations or equivalent must be completed within either a 90 or 180-day time period, depending upon number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required This role requires a FINRA supervisory license and may require working in the assigned office location for at least one year from the hire date. Any supervisory role employee holding a FINRA supervisory license, who has answered affirmatively to certain Form U4 Section 14 regulatory questions/disclosures, will be ineligible to work from a location other than their assigned office location Ability to travel up to 20% Posting End Date: 22 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $78k-125k yearly est. 8d ago
  • Wealth Management Summer Analyst Program - Merrill Wealth Management Client Associate 2027

    Bank of America Corporation 4.7company rating

    Grand Rapids, MI job

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management Work with a team of experienced Merrill employees to learn key aspects of wealth management, including investment and banking products and solutions, relationship building, digital capabilities and client interaction. Interns play a critical role in assisting with client service opportunities, client engagement, acquisition efforts, and relationship management. Training and Development Your training and development are our top priority. Our team will support you with dedicated programs, including formal web-based and in-person training, on the job support, educational speaker events, professional development opportunities and mentorship throughout the summer internship program. As a summer intern your key tasks and responsibilities may include, but are not limited to: Supports day-to-day Advisor team activities including client onboarding, account maintenance, and the digital experience Identifies, deepens, and maintains relationships by providing excellent service with a client first mindset Ensures timeliness, accuracy, and completeness with client and business partner requests while communicating outputs to the aligned team Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect clients, and manage risk Build your network through the collaboration with core banking and investment partners to prepare for a future career Required Qualifications: Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation time frame between November 2027 and August 2028 Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results Demonstrates a client-centric mindset, always acting in the best interest of the client Has the ability to learn and adapt to new information and technology platforms Preferred Qualifications: Possesses industry knowledge and an understanding of investment products Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience Is comfortable operating in a fast-paced environment with changing and evolving responsibilities Is detail oriented Demonstrates a commitment to continuous learning and professional growth Exhibits sound judgment and discretion when handling sensitive information Demonstrates professional verbal and written communication skills Strong technical application skills, including proficiency with Microsoft Word, Excel, and PowerPoint Bilingual Spanish (written and spoken) preferred in some locations (e.g. New York and Miami) 3.2 minimum GPA Bank of America is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC. This job will be open and accepting applications for a minimum of seven days from the date it was posted. Travel: On needs basis Full / Part-time: Fulltime Hours Per Week: 40.00 Shift: 1st Shift
    $74k-97k yearly est. 4d ago
  • Loss Claims Specialist M-F 8am-5pm

    Fifth Third Bank 4.6company rating

    Grand Rapids, MI job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Under moderate supervision, collects and documents accounts involved in total or repairable loss claims involving a primary insurance carrier and/or GAP company in accordance with departmental, investor, and legal guidelines. Coordinate with insurance carrier through phone/email contact to ensure claim proceeds are received and accurate. Conduct research through account/contract reviews, receive and process aftermarket product cancellation payments, and track results for accuracy. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Coordinate with insurance companies and customers through inbound/outbound calls and emails to assist in the handling of total loss and/or repair claims Review accounts and work with dealers and/or providers to cancel aftermarket products Accurately and efficiently process refunds and update trackers to reflect payment information received Follow up with dealers and/or providers regarding discrepancies in refunds Procure and supply documentation necessary to garner claim proceeds Conduct research including statements, customer files, and payment copies to verify accuracy of claim proceeds Record all efforts via the department systems insuring that all accounts are called and noted accurately Perform any other duties as assigned SUPERVISORY RESPONSIBILITIES: None MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: High school diploma or equivalent required. Minimum 2 years of collections, insurance claims, or equivalent work experience. Excellent verbal and written communication skills. Strong experience with Microsoft office products, such as Word, Excel, PowerPoint, and Outlook. Proficient with computer systems and keyboarding / data entry skills with moderate speed and accuracy. Ability to work in a team environment, presenting a professional image and commanding the respect of peers and leadership. General knowledge of collection laws, regulations, principles of credit lending, and risk management. Utilizes a fair degree of independence and problem solving. Ability to multi-task and be flexible while managing change. #LI-EG1 Loss Claims Specialist M-F 8am-5pm At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Grand Rapids, Michigan 49546 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $107k-128k yearly est. Auto-Apply 5d ago
  • Teller

    PNC Financial Services Group, Inc. 4.4company rating

    Grand Rapids, MI job

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Full Time Teller within PNC's Retail banking organization, you will be based in Grand Rapids, MI at our Cascade Branch. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate. * Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff. * Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. * Applies product and procedural knowledge to solve customer's problems. * Adheres to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. * To learn more about this and other opportunities on our team Watch this video. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales Competencies Accuracy and Attention to Detail, Addressing Customer Needs, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs Work Experience Roles at this level typically do not require a university / college degree, high school diploma, GED, or any significant experience or product knowledge to accomplish primary duties. Prior experience is not required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education No Degree Certifications No Required Certification(s) Licenses No Required License(s) Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $31k-36k yearly est. 3d ago
  • Client Experience Associate

    PNC Financial Services Group, Inc. 4.4company rating

    Kalamazoo, MI job

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Retail Banking organization, you will be based in Kalamazoo, MI at our Gull Road Branch. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate. * Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff. * Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. * Applies product and procedural knowledge to solve customer's problems. * Adheres to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner. * Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty. * Supports customer loyalty and helps to grow customer share of wallet through a differentiated customer experience. Applies basic product and procedural knowledge to help identify, mitigate and resolve customer problems effectively to drive customer loyalty. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales Competencies Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs Work Experience Roles at this level typically do not require a university / college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties. Typically Education No Degree Certifications No Required Certification(s) Licenses No Required License(s) Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $36k-50k yearly est. 4d ago
  • RCC Equity Underwriter I

    Fifth Third Bank, N.A 4.6company rating

    Grand Rapids, MI job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Functions: Performs a wide range of duties related to the underwriting of consumer bank initiated residential real estate requests across multiple states. Render an underwriting decision within the banks credit guidelines whileensuringcompliance with federal lending regulations. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensuresthatactions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. Duties and Responsibilities: + Analyze consumer credit reports for Consumer Lending real estate applications to evaluate risk and make appropriate credit decision for Direct Lending across multiple states, markets or geographic regions. + Maintain an in depth knowledge of the continual enhancements and changes to the Fifth Third Consumer Lending policy and procedures in order to ensure consistent treatment of all real estate applications. + Manage application pipeline to meet business objectives and stated Service Level Agreements. + Responsible for ensuring completeness and accuracy of real estate credit application. + Responsible for ensuring HMDA purpose codes are accurate before rendering a final decision. + Evaluate customer provided credit documents to support credit decision, including calculation of income, personal financial statement reviews, trust reviews, etc. + Place orders for bank obtained credit documents in accordance with real estate policy guidelines, and partners with retail and borrower to clear condition with regards to Property Reports, Appraisals, and Flood Certifications. + Formulate and communicates credit decision (approve, decline or counteroffer) in compliance with established underwriting guidelines, compliance and regulatory requirements. + Demonstrate a solid understanding of the credit exception process, specifically identifying opportunities with applications and understanding the relevant compensating factors needed to present to the exception team. + Review credit applications and recommends decisions on applications over their assigned authority to their manager or senior level underwriters review before communicating final decisions. + Partner with the Mortgage Line of Business to underwrite simultaneous first and second lien real estate loan requests, as appropriate. + Develop business relationships and build rapport with internal customers across multiple states to achieve mutual goals. + Host side by side visits for bank employees to both gain an understanding of our processes and to help build interest in our department and identify possible candidates for filling future needs. + Demonstrate the ability to be a team player by providing superior customer service, being flexible and approachable. #LI-RD1 KNOWLEDGE & SKILLS REQUIRED: + Must live within 30 miles to Cincinnati, Farmington Hills, or Grand Rapids. + College degree in Business or Finance or equivalent work experience. + Minimum 3 years Consumer Lending or related industry experience. + Knowledge and understanding of basic financial analysis techniques. + Strong interpersonal, written and verbal communication skills. + Ability to make high quality decisions and execute in a time sensitive manner. + Ability to handle multiple tasks and meet deadlines in fast paced environment. + Ability to interact with Vice President level managers; build consensus; and motivate others. + Strong analytical and organizational skills. + This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Fifth Third will assist with the registration process and completion. The NMLS website(mortgage.nationwidelicensingsystem.org) provides the MU4R questions and successful registration required for employment in this position. RCC Equity Underwriter I Total Base Pay Range 48,100.00 - 96,200.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Virtual, Ohio 00000 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $67k-93k yearly est. 5d ago
  • Credit Center Processing And Closing Specialist

    Fifth Third Bank, N.A 4.6company rating

    Grand Rapids, MI job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Perform a wide range of duties related to the processing and closing of Consumer real estate secured loans and subsequent document follow -up. Responsible for reviewing, correcting, compliance, general follow -up and closing packages on approved real estate and non real estate loans prior to closing. Responsible for the processing and review of documents for real estate and not real estate loans. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank' s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES & RESPONSIBILITIES: + Must live within 30 miles of Farmington Hills or Grand Rapids, MI + Retrieve and review needed documents for accuracy and compare to final loan approval and regulatory disclosures. + Compile and review documents to create final closing package from various sources including internal applications, imaging, vendors, underwriting and retail. + Communicate with parties involved correcting defects and ensuring all conditions and regulatory requirements are met. + Record, monitor and report deficiencies and required remedies, including steps taken to resolve issues. + Ensure deficiencies are accurately resolved and documentation is received within established deadlines. + Completes Clear to Close checklist and Closing Packages on all loan products. Partnering with Retail to ensure smooth closing process for the customers. + Manage Clear to close Must Answer Chat Line' for general and application specific questions. + Act as a liaison to define business requirements and/or problems and initiate maintenance of existing documentation. + Coordinate with IT on systemic issues that impact loan closings and communicate issues along with anticipated timelines to Retail. + Update request in ACAPS and other systems for the resolution of and pre-closing discrepancies. + Verify Determine change of circumstance and correctly document in file. + Ensure re-disclosure was performed timely based on the new information received within the bank. + Validate that fees disclosed on the closing disclosure were within the allow able tolerances and compared to the last disclosed loan estimate based on a valid changed circumstance that followed the required time period for re disclosure. + Validate or verify that loan is set-up correctly with proper signers according to title company requirements. + Confirm waiver dates and mail time (appraisals, other disclosures) were followed accurately and the earliest acceptable close date updated appropriately. + Handle any remediation efforts that are needed during post close review regarding the above mentioned tasks. + Research, document, and clear unexpected liens on title + Work with vendors and other third parties to assist with lien clearance + Understand and be able to explain consumer loan documents including notes, loan estimates, closing disclosures, security agreements, and others. + Understand and be able to explain customer income documents such as paystubs, W2s, personal and business tax returns. + Coordinate with third parties and utilize internal vendors to process applications including, but not limited to, ordering and verifying payoffs from other lenders and verifications of employment. + Manage a pipeline of consumer loan applications to ensure accurate and timely processing. + Perform any other duties as assigned. #LI-RD1 SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Bachelor's degree or equivalent combination of experience/education. + Minimum 3 years of prior experience in underwriting, closing, post-closing, processing, or real estate documentation area of a t it le company or financial institution. + Know ledge of RESPA/TILA requirements, compliance, and overall origination processes (including processing, underwriting, closing, funding). + Professional written and verbal communication skills. + Ability to proactively resolve problems. + Demonstrated teamwork and high level of customer service. + Time management, attention to detail and ability to work in a fast-paced, process-centered changing environment. + Must be well organized and be able to plan for and meet production deadlines. + Proficient Microsoft Office suite skills required. Credit Center Processing And Closing Specialist Total Base Pay Range 44,300.00 - 73,000.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** and by consulting with your talent acquisition partner. LOCATION -- Grand Rapids, Michigan 49546 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $72k-98k yearly est. 5d ago
  • Branch Operations Lead- Ada - Ada, MI

    Jpmorganchase 4.8company rating

    Ada, MI job

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements. A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors. Job responsibilities Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community. Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships. Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit. Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures. Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience. Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night. Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely. Required qualifications, capabilities, and skills You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently. You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively. You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment. You have a strong passion for educating the branch team and partners, helping them stay connected and informed. You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed. You have 1+ years of retail banking experience. You have a high school degree, GED, or foreign equivalent. You have the ability to work branch hours including weekends and evenings. Preferred qualifications, capabilities, and skills You have 6+ months of Associate Banker (Teller) experience. You have a college degree or military equivalent. Training and Travel Requirement You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead. You'll need to be able to travel as required for in-person training and meetings.
    $86k-113k yearly est. Auto-Apply 12d ago
  • Bilingual Dispute Intake Analyst (English and Spanish Preferred)9:00A-6:15P M/9:30A-6:15P TWF/10:00A-5:00P Sat (Thu Off)

    Fifth Third Bank 4.6company rating

    Grand Rapids, MI job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Under general supervision, the Bilingual Dispute Intake Analyst leverages English and Spanish fluency and provides outstanding customer service while capturing accurate customer account and transaction information. The Bilingual Dispute Intake Analyst plays a crucial role in delivering exceptional customer service while managing complex dispute scenarios. Under general supervision, the Analyst will service inbound phone calls from customers and bankers in a call center environment to assist customers needing to file a dispute or check on the status of a previously filed dispute. This may include specialized disputes, including denied claims, reassertions, repeat offenders, and Private Bank client customers. The Analyst actively listens to and questions customers, thinking critically to accurately initiate disputes, performing moderate risk analysis, and ensuring compliance with Uniform Commercial Code (UCC) and Regulation E and Regulation Z claims. The Analyst uses various bank and vendor systems to research questions regarding the disputed transactions with the goal of preventing losses to the customer and the bank. By leveraging conflict management skills, the Intake Analyst effectively de-escalates dissatisfied customers and escalates process, customer and procedure concerns to the appropriate team. The Analyst's goal is to balance customer experience with the bank's risk management, ensuring optimal outcomes for both. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES & RESPONSIBILITIES: Dispute Filing: Accurately file dispute claims in accordance with bank policies and regulatory requirements, comprehensively capturing customer accounts and transaction information to ensure accurate case decisioning. Documentation: Maintain detailed and accurate records of all customer interactions and dispute filings, using various computer systems for tracking, information gathering, and troubleshooting. Risk Assessment and Compliance: Conduct initial risk assessment of account and transaction data involving all Federal Regulations (UCC, Reg E/Z) to balance customer experience and case decision accuracy. Stay informed about the latest regulations and policies related to dispute resolution and ensure all actions comply with these standards. Escalation: Escalate complaints to appropriate leadership when identifying trends/issues and offer recommendations for improvements to policy and procedures, as applicable. Customer Service: Provide excellent customer service by addressing customer inquiries, projecting confidence, and ownership, and resolving issues promptly and professionally. Training and Guidelines: Rely on training, instructions, and pre-established guidelines and procedures to execute the functions of the job while referring exception cases to Supervisor/Manager. Performance Metrics: Quality: Maintain a high level of accuracy in dispute filings and documentation, measured through internal audits and quality assurance reviews. Conformance: Adhere to the provided daily schedule, including punctuality and attendance, measured through adherence reports. Sentiment: Ensure positive customer experiences, measured through speech analytics and sentiment analysis. Average Handle Time: Efficiently manage call durations to meet the average handle time targets, measured through call center performance reports. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS & ABILITIES REQUIRED: One to three years of experience in Disputes, Fraud, Banking, or a related field preferred. Associate's degree or equivalent work experience. Fluent in English and Spanish languages. Strong Analytical, Problem-solving, multi-tasking, and conflict resolution skills Strong oral and written communication skills; ability to communicate effectively verbally and in writing and internal and external customers. Excellent teamwork, interpersonal skills, and relationship building skills. Proactive in identifying potential concerns and following up to resolve such issues. Strong attention to detail and organizational skills. Ability to work under pressure and meet deadlines within Regulatory timeframes. Ability to exercise independent judgment and knowledge to ensure that departmental procedures and regulations are met, and cases/customer concerns are escalated appropriately to capture Complaints. Strong computer navigation skills and ability to run multiple screens with different programs while simultaneously taking customer calls. Bilingual Dispute Intake Analyst (English and Spanish Preferred)9:00A-6:15P M/9:30A-6:15P TWF/10:00A-5:00P Sat (Thu Off) At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Grand Rapids, Michigan 49546 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $60k-71k yearly est. Auto-Apply 7d ago
  • Market Executive - Middle Market Banking - Executive Director

    Jpmorganchase 4.8company rating

    Grand Rapids, MI job

    You are customer focused, enjoy building relationships, leading teams and providing financial advice to your clients. A role as a Market Executive in Commercial Banking is for you. As a Market Executive, you will hire and direct team members in their business development efforts to grow and retain profitable banking relationships with Middle Market companies. In this role you will be expected to maintain a portfolio of your own while leading the banking team however the portfolio size is typically smaller in recognition of management responsibilities. Your team will typically include four to six bankers with indirect oversight over an underwriting staff, a sales/marketing assistant, treasury sales officer and client service professionals. Middle Market banking generally focuses on companies between $20 million and $100 million in sales size. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies Required Qualifications, Capabilities and Skills Minimum of ten years account relationship management experience with a focus on business relationships Understanding of Commercial Banking products and services with knowledge of the region with the ability to mobilize internal networks and resources Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team with proficiency in building and maintaining positive client relationships Excellent verbal and written communications skills; able to effectively communicate clearly and concisely Creative solution and problem solving abilities and excellent business judgment with the ability to multitask Capable of managing multiple work streams and projects simultaneously, ensuring all tasks are completed on time and to the highest standard Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Strong technology experience; digital background preferred Excellent organizational, influencing and interpersonal skills Self-directed, proactive, and creative: use sound judgment and navigates ambiguity to get things done
    $124k-181k yearly est. Auto-Apply 60d+ ago
  • CVL Dealer Sales - Retail Client Manager

    Bank of America 4.7company rating

    Grand Rapids, MI job

    Cleveland, Ohio;Grand Rapids, Michigan; Toledo, Ohio; Troy, Michigan **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************** **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth.This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. _Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations._ At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! The Retail Client Managers primary responsibility is to develop and manage dealer relationships for the purpose of increasing Auto & RV applications and loan production. The Retail Client Manager will prospect new clients, share the benefits of our program, and upon signing manage all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained. Secondary responsibilities include cross selling Merrill Edge, participating in local market leadership team activities, and working with DFS partners for referral opportunities. This position will also require working closely with underwriting and support staff to ensure all aspects of the market are appropriately managed. The position will require a self-motivated individual with strong communication skills, time management skills, computer skills, and the ability to perform market analysis, forecasting, and development. **Responsibilities:** - Develops and manages dealer relationships, including partnering on referral opportunities, to increase auto applications and loan production sales - Prospects new clients, articulates the program benefits, and upon signing, manages all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained - Works with underwriting and fulfillment partners to ensure all aspects of underlying risks are appropriately managed - Executes all categories of risk management activities, including monitoring dealer activity / negative news to drive proper dealer execution and minimize risk and exposure for the bank - Captures market intelligence and delivers feedback to leadership team - Represents Consumer Vehicle Lending (CVL) as the face of the business in the market, hosting client engagement events and industry conferences **Skills:** + Business Development + Client Management + Customer and Client Focus + Influence + Prospecting + Active Listening + Adaptability + Negotiation + Networking + Relationship Building + Client Solutions Advisory + Emotional Intelligence + Referral Identification **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent R **equired** **qualifications :** + 5+ years experience selling retail financing to automotive dealerships or equivalent outside sales experience + Strong communication and negotiation skills to effectively sell our value proposition and to maintain Dealer relationships + The ability to be a strong individual contributor with a team player attitude. + Ability to drive long distances with possible overnight stays Desired **qualifications:** + The ability to work independently or in a team environment + Established dealer relationships within the market + Undergraduate degree **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $44k-64k yearly est. 45d ago
  • Commercial Loan Closing Specialist

    Fifth Third Bank 4.6company rating

    Grand Rapids, MI job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Responsible for the determination of requirements, review, analysis and completion of all due diligence associated with the commercial loan documentation and closing process. This includes the satisfaction of credit approval conditions prior to the preparation of commercial loan documentation. These responsibilities include identifying, requesting, reviewing and critical interpretation of all 3rd party provided documents needed to grant the "clear to close". This also includes coordinating the efforts to prepare commercial loan documentation for all commercial loans including real estate and non-real estate secured loans. Communicates proactively with sales, credit, external customers and 3rd party vendors ensuring the bank meets the closing date and time expectations of the borrower. Under minimal supervision, uses established guidelines to receive and review vendor documents. Clear liens and credit conditions and confirms loan to value ratios for a moderately complex line of loan product Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Receives, reviews, and analyzes draft and final credit approval/credit memo from underwriter or portfolio manager and determines due diligence requirements. * Analyzes and interprets the loan approval to determine borrower, collateral, guarantor and loan requirements. * Control point to confirm evidence of sufficient lending authority obtained on the credit approval. * Manages workload by monitoring newly received loans as well as tracking work in process. * Orders and/or interprets supplemental vendor due diligence information to ensure borrower, collateral and guarantor requirements are met and ensures production of appropriate documentation in compliance with all terms of the loan request such as: title commitment / title search, UCC (Uniform Commercial Code) search, evaluation or real estate appraisal, environmental questionnaire, RSRA/Transaction Screens or evaluation (phase I/II), flood determination and other regulatory or compliance items, proof of insurance documents, survey, and entity documents. * Ensures adherence to the Bank's risk tolerance or escalates appropriately. * Promptly and accurately determines when all underwriting approval conditions for the loan closing have been satisfied. Takes appropriate remedial actions to Resolve deficiencies and Escalates questions/disputes to appropriate level when necessary. * Determines closing date expectations and advises sales and credit of obstacles that May impede meeting client expectations. * Coordinates efforts to establish the closing date and time with all parties concerned including internal and external attorneys (as applicable), title companies, external customer and relationship manager or financial center manager. * Coordinates efforts to engage and finalize preparation of loan documents by internal and external counsel in a timely manner. * Reviews loan documents and identifies/resolves shortfalls to insure alignment with the deal structure and credit approval. * Understands all business entity structures and obtains/reviews entity documents to determine authorized parties that can bind the entity to the loan transaction. * proactively contacts customers directly to obtain required documentation and when facilitating closing date/times, when applicable. * Collaboratively works with and shares knowledge with internal partners and divisions. * Understands, determines and obtains appropriate Approval for compliance requirements, such as commercial customer identification Program (CIP), Reg. U, consumer purpose, Flood, etc. * Understands and makes determination of appropriate loan coding needed for portfolio and Regulatory reporting purposes, such as loan purpose, collateral type, obligation type, etc. * Demonstrates and appropriately applies a working knowledge of diverse commercial loan documentation, Legal & Regulatory requirements (including unique state regulations), policies and procedures, and applies that knowledge. * Obtains and Understands all funding information and creates and/or reviews the settlement Statement providing direction for the disbursement of loan proceeds. * For internally prepared loans, makes the final determination that all due diligence has been completed, final credit approval has been received, all policies and regulations have been met. Upon this determination, notifies sales, credit, title company, etc. of due diligence complete status and requests document preparation for the loan closing for attorney prepared loans, makes the final determination that all due diligence has been completed, final credit approval has been received, all closing conditions, policies and regulations have been met. Upon this determination, notifies sales, credit, title company, outside counsel, etc. of authorization to close the transaction. The loan closing cannot occur without this final LCS decision. * Works directly with outside counsel on externally prepared commercial loan documentation, acting on the bank's behalf to review all loan documentation and confirms all due diligence items are addressed by bank or attorney, if applicable. * Provides guidance and Support to business Partners in order to Meet the needs of external customers. * Able to coach business Partners on the Retail business banking and commercial lending loan closing Process. * Interacts and communicates daily with all levels, including financial center employees, supporting business unites, relationship managers, credit, underwriters, document preparation, REVG, title companies, 3rd parties, attorneys, flood vendors to ensure * Ensures all individual and departmental goals and service level agreements (SLAs) are met. * Stays current with and applies credit policy and procedures to all transactions to mitigate risk to the Bank. * Reviews appropriate loan accounting system and Identifies discrepancies between system structure and credit approval structure and works with credit to resolve. * Other duties as assigned. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * 2 years of commercial banking/commercial real estate loan experience with a focus on due diligence and loan documentation. * High school diploma or equivalent. Bachelors degree preferred. * Strong time management and organizational skills evidenced in Previous assignments. * Demonstrates an understanding of applicable bank policies and procedures as they pertain to the satisfaction of loan closing conditions as well as vendor documents and services. * Strong knowledge of most common vendor documents title work, appraisals, flood determinations, lien searches. * Strong knowledge of loan documents and requirements. * Strong knowledge of commercial lending and loans. * Thorough understanding of all business banking and commercial loan products. * Thorough knowledge of business banking and commercial lending credit policy/Guidelines. * Thorough knowledge of loan documentation, collateral evaluation, Lien Perfection, local, state and Federal Regulatory requirements. * Thorough knowledge of B2B, CCAS, AFS, RIMS, CHQ, loan Doc Prep system (or equivalent vendor systems), and other banking systems preferred. * Strong personal computer skills with Demonstrated knowledge of Microsoft Excel, Word, and email. * Self-starter and Works with minimal direction. * Strong verbal and written communication skills. * Strong negotiation skills. * Strong interpersonal skills and team orientation. * Ability to Meet deadlines under pressure. * Ability to appropriately escalate issues requiring problem solving and decision making. #LI-TC1 Commercial Loan Closing Specialist Total Base Pay Range 53,400.00 - 109,500.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Rosemont, Illinois 60018 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $98k-117k yearly est. Auto-Apply 9d ago

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