Job Description
GENERAL FUNCTION
Provides assistance and quality customer service to retail employees and other bank employees. Completes daily tasks as assigned.
MAJOR DUTIES AND RESPONSIBILITIES
Entry level into this area is concerned with acquiring the knowledge and skills to efficiently and accurately perform the duties of the department.
Follows established procedures and management policies to provide good system controls and files to safeguard financial information.
Maintains sufficient records for good audit trails of all transactions handled by the department.
Meets reporting deadlines as directed.
Performs job functions of the department, including but not limited to:
Edits, corrects, and processes transactions to customer accounts - processes research and adjustments.
Captures, indexes and manages customer documentation in centralized system- processes outgoing mail.
Verifies and balances bank accounts, monitors and clears exceptions.
Balances all teller related activities- processes incoming mail- processes returned mail- processes credit verifications.
ADDITIONAL RESPONSIBILITIES:
Maintains accurate department records.
Assists in research on an as needed basis.
Knowledgeable of bank transcodes and their usage for all applications.
Knowledgeable of all bank products and services.
Performs any other duties needed in the maintenance of the department or any other department as directed by management.
Assists other departments as needed.
JOB QUALIFICATIONS
High school graduate or equivalent.
One year of operational experience, customer service experience or equivalent.
Must be able to set priorities and demonstrate excellent organizational skills.
Good communication skills, both verbal and written.
Ability to interact well with all bank personnel.
Ability to perform repetitive tasks and to operate well within time restraints.
Demonstrated ability in working with computers.
Must be able to follow specific instructions.
Must have good motor skills, continuous movement of hands.
Ability to perform repetitive tasks.
Ability to sit for extended periods of time.
Demonstrates proficiency and commitment to excellence in performance of duties.
Knowledgeable of regulations governing transactions in relation to deposit and loan accounts
Individual has demonstrated aptitude for banking and begins developing a general knowledge of bank operations.
STANDARDS OF PERFORMANCE
Provides courteous and professional service to all customers and co-workers.
Reports to work in a timely manner.
Completes work accurately and efficiently.
Maintains positive work-environment with co-workers and customers.
Requires ability to work well with others.
Conducts customer relations in a manner that will enhance the overall marketing effort of the bank.
Follows all company policies and procedures.
Procedures are clearly defined and errors easily avoided by following those procedures.
Progresses toward proficiency developed through training and supervision.
Maintains efficiency standards and goals set by the supervisor.
Job Posted by ApplicantPro
$29k-33k yearly est. 23d ago
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Rental Specialist - Hybrid
USAA 4.7
San Antonio, TX jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Rental Specialist you will within defined guidelines and framework, serves as the point of contact for all rental issues. Monitors and reports on rental trends and recommend appropriate actions.
What you'll do:
Provide support and direction for rental issues to include resolving problem tickets, excessive rentals, and complaints.
Monitor and report on issues regarding rejected and pending invoices, unworked rental extensions, aged invoices, and rental payments exceeding policy limits.
Reviews and make appropriate authority recommendations for Extra Contractual Rental and Loss of Use scenarios in excess of the assigned adjuster authority. Contacts body shops and determines reason(s) why repairs are exceeding estimated repair time.
Make appropriate recommendations on rental extensions.
Identify and reports areas of opportunity to improve rental cycle time.
Assis Learning and Development with new hire training on rental management.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
High School Diploma or General Equivalency Diploma.
1 year of auto claims adjusting or related insurance industry experience.
Acquisition and maintenance of insurance adjuster license within 90 days and designated number of attempts.
Successful completion of a job-related assessment may be required.
Ability to prioritize and multi-task, including navigating through multiple business applications
Demonstrated customer service skills.
What sets you apart:
Familiarity with ARMS.
Auto claims experience.
Understanding of auto estimates to include repair times.
Prior experience communicating with body shops and/or appraisers.
Understanding of 1st and 3rd party coverage and limits.
Compensation range: The salary range for this position is: $43,680 - $72,160.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA 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, or status as a protected veteran.
$43.7k-72.2k yearly Auto-Apply 22h ago
CHB Specialist
ASF 3.8
Mobile, AL jobs
About the Company
We are the Human Standard in Global Logistics. Founded in 1999, with a singular idea: to bring integrity and honor to the freight forwarding market. Today, we are a leader in global logistics and got here because we have stayed true to our core values.
About the Role
The CHB Coordinator handles and arranges the customs clearance in all USA ports for all inbound goods for various import customers. The ideal candidate will be able to handle logistics flow from origin to final delivery to ensure maximum efficiency. This position requires working knowledge of customs regulations and compliance documentation. To succeed in this role, you should have organizational skills, attention to detail, and effective communication abilities. A customer-focused approach is an essential job function.
Responsibilities
Proficient in using import management software or systems.
Provide import estimates and information regarding entries into the United States (via air, ocean, and truck).
Provide customer service to internal departments and overseas affiliates/clients.
Communications with customers, US Customs, PGA, truckers, steamship lines, airlines, freight forwarders, reading and answering all emails and phone calls or any other entity/request pertaining to the entry that may arise.
File ISFs on a daily basis as received.
Classify all entries, resolve customs problems, and Data entry.
Ability to navigate through the various ocean carrier websites to track and trace shipments.
Handle all post-entry amendments and internal audits of all entries that have been entered.
Assist the CHB manager with projects as requested.
Maintain communication with all customers ensuring all needs are covered.
Other duties as assigned.
Qualifications
Ocean import/export experience required.
Education: High school diploma required; associate or bachelor's degree in international business, logistics, or a related field is preferred.
Experience: 1-3 years in customs brokerage, freight forwarding, or international logistics.
Required Skills
Organizational skills.
Attention to detail.
Effective communication abilities.
Customer-focused approach.
Preferred Skills
Experience with import management software.
Knowledge of customs regulations and compliance documentation.
Pay range and compensation package
Company-paid benefits available:
Dental insurance
Short-term and long-term disability
50,000 Group Term Life insurance policy
(7) Paid holidays and (15) days PTO per calendar year
401(k) Retirement plan with employer matching. Employees are 100% vested at enrollment.
Additional Benefits available for purchase:
Blue Cross Blue Shield plan for employee and dependents
Vision insurance
Critical illness
Accident
Additional voluntary term life insurance.
$36k-69k yearly est. 2d ago
Agency Services Support & Quality Specialist (Hybrid)
Globe Life Inc. 4.6
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Agency Services Support & Quality Specialist? Globe Life is looking for an Agency Services Support & Quality Specialist to join the team!
In this role, you will be responsible for ensuring accuracy, consistency, and compliance across agency platforms and communications. This role provides day-to-day operational support, conducts quality assurance reviews, and maintains participation records in systems such as Admin UI. The ideal candidate is detail-oriented, highly organized, and committed to delivering exceptional service and support to both internal teams and agency partners.
This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday).
What You Will Do:
* Provide day-to-day support to agency services operations, ensuring accuracy and quality across multiple platforms (including Admin UI).
* Maintain updated and accurate client records.
* Conduct weekly and monthly quality checks on participation updates.
* Ensure timely follow-up on quality-related issues, keeping management informed on high-priority concerns.
* Routinely perform a wide variety of support duties, as assigned.
* Monitor daily consumer emails and direct them to the appropriate departments.
* Organize and facilitate team meetings, quality workshops, and feedback sessions to drive continuous improvement across departments.
* Monitor, review, and update participation records to maintain data integrity and compliance.
* Conduct quality assurance checks on agency-related processes, communications, and platform activity.
* Coordinate and manage monthly communications to agencies, ensuring timely and accurate distribution.
* Compile and validate participation and lead activity reports; escalate discrepancies as needed.
* Assist with onboarding, system navigation, and process support for agency partners and internal team members.
* Document processes, create reference guides, and maintain up-to-date standard operating procedures (SOPs).
* Collaborate with cross-functional teams (sales, vendors, operations) to align quality standards and service expectations.
* Track and analyze recurring issues to contribute to root-cause analysis and process improvement initiatives.
* Ensure all communications and agency interactions are handled with professionalism, accuracy, and confidentiality.
* Monitor and audit lead generation processes, campaigns, and CRM activity to ensure accuracy, consistency, and compliance with company standards.
* Support leadership with audit findings, reporting, and preparation of quality performance summaries.
* Serve as a point of contact between quality assurance and frontline teams, ensuring clear communication of quality standards and expectations.
What You Can Bring:
* Bachelor's degree in business, communication preferred, but willing to consider candidates with relevant work experience.
* Experience in agency services, quality assurance, or operations support preferred.
* Ability to be a detail-oriented self-starter.
* Intermediate proficiency in Excel and basic database skills.
* Strong Experience working in both a team and individual environment.
* Strong interpersonal and communication skills, both oral and written.
* Ability to work quickly and accurately in a demanding environment.
* Ability to adapt quickly and effectively to change.
* Ability to manage multiple priorities simultaneously and prioritize time with minimal supervision required.
* Strong PC skills with proficiency in Internet Explorer, Word, and Outlook.
* Positive attitude, resourceful and an honest and direct communicator.
* High degree of integrity and ability to maintain confidentiality.
* Ability to effectively relay messages or instructions to others with effective listening and communication skills to ensure proper execution of assignments.
* Strong organizational, time-management, and problem-solving skills.
* Strong demonstration of the skills to align business needs with resources/capabilities required.
* Ability to learn new computer systems.
* Strong decision-making skills with the ability to analyze situations and make logical positive outcome conclusions.
* Proven experience in engaging in multiple initiatives simultaneously.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work designated hours based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 401 (k) and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: 7677 Henneman Way, McKinney, Texas
$30k-35k yearly est. 21d ago
Agency Services Support & Quality Specialist (Hybrid)
Globe Life Family of Companies 4.6
McKinney, TX jobs
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Agency Services Support & Quality Specialist? Globe Life is looking for an Agency Services Support & Quality Specialist to join the team!
In this role, you will be responsible for ensuring accuracy, consistency, and compliance across agency platforms and communications. This role provides day-to-day operational support, conducts quality assurance reviews, and maintains participation records in systems such as Admin UI. The ideal candidate is detail-oriented, highly organized, and committed to delivering exceptional service and support to both internal teams and agency partners.
This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday).
What You Will Do:
Provide day-to-day support to agency services operations, ensuring accuracy and quality across multiple platforms (including Admin UI).
Maintain updated and accurate client records.
Conduct weekly and monthly quality checks on participation updates.
Ensure timely follow-up on quality-related issues, keeping management informed on high-priority concerns.
Routinely perform a wide variety of support duties, as assigned.
Monitor daily consumer emails and direct them to the appropriate departments.
Organize and facilitate team meetings, quality workshops, and feedback sessions to drive continuous improvement across departments.
Monitor, review, and update participation records to maintain data integrity and compliance.
Conduct quality assurance checks on agency-related processes, communications, and platform activity.
Coordinate and manage monthly communications to agencies, ensuring timely and accurate distribution.
Compile and validate participation and lead activity reports; escalate discrepancies as needed.
Assist with onboarding, system navigation, and process support for agency partners and internal team members.
Document processes, create reference guides, and maintain up-to-date standard operating procedures (SOPs).
Collaborate with cross-functional teams (sales, vendors, operations) to align quality standards and service expectations.
Track and analyze recurring issues to contribute to root-cause analysis and process improvement initiatives.
Ensure all communications and agency interactions are handled with professionalism, accuracy, and confidentiality.
Monitor and audit lead generation processes, campaigns, and CRM activity to ensure accuracy, consistency, and compliance with company standards.
Support leadership with audit findings, reporting, and preparation of quality performance summaries.
Serve as a point of contact between quality assurance and frontline teams, ensuring clear communication of quality standards and expectations.
What You Can Bring:
Bachelor's degree in business, communication preferred, but willing to consider candidates with relevant work experience.
Experience in agency services, quality assurance, or operations support preferred.
Ability to be a detail-oriented self-starter.
Intermediate proficiency in Excel and basic database skills.
Strong Experience working in both a team and individual environment.
Strong interpersonal and communication skills, both oral and written.
Ability to work quickly and accurately in a demanding environment.
Ability to adapt quickly and effectively to change.
Ability to manage multiple priorities simultaneously and prioritize time with minimal supervision required.
Strong PC skills with proficiency in Internet Explorer, Word, and Outlook.
Positive attitude, resourceful and an honest and direct communicator.
High degree of integrity and ability to maintain confidentiality.
Ability to effectively relay messages or instructions to others with effective listening and communication skills to ensure proper execution of assignments.
Strong organizational, time-management, and problem-solving skills.
Strong demonstration of the skills to align business needs with resources/capabilities required.
Ability to learn new computer systems.
Strong decision-making skills with the ability to analyze situations and make logical positive outcome conclusions.
Proven experience in engaging in multiple initiatives simultaneously.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work designated hours based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
Competitive compensation designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including company-matched 401 (k) and pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
$30k-35k yearly est. 20d ago
Operations Engineering Support Specialist
Bank of America 4.7
Plano, TX jobs
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!
Job Description:
This job is responsible for being the first point of contact for requests or service failure incidents and maintaining stability for a portfolio of applications. Key responsibilities include performing initial investigations, mitigating impacts through routines and engaging in triages, responding to user requests, and working with technology teams to identify, troubleshoot, and resolve issues. Job expectations include following well defined Standard Operating Procedures (SOPs) and partnering with experts to improve service levels by proposing changes to monitoring, alerting, and configuration.
Overview:
Engineering Ops L1 SupportSpecialist provides first-level support for test environments used in integrated testing of applications. This role ensures smooth operation of test environments, monitors stability and escalates issues to higher-level support when necessary.
Responsibilities:
Monitors and supports application components and related infrastructure, acts as the first point of contact for users, and responds to alerts regarding potential production incidents
Interprets and monitors dashboards, tools, and reports in order to proactively identify and address potential issues prior to production impact, escalating issues to senior team members or subject matter experts as needed
Performs environment routing and cycling, implements splash pages, and conducts user ID administration access provisioning/deprovisioning (additions, modifications, deletions) for applications
Works with technical partners to generate status updates, create technical detail for awareness communications, such as infrastructure, application and client impact, and component points of failure, and schedules follow up meetings
Partners with change and release teams to support implementations and proactively identify potential issues resulting from changes
Tracks incidents and requests in a defined system, executes procedures reliably, fulfills requests from business users and operations, and escalates issues as needed to solve incidents quickly
Keeps operational procedures updated and provides data that adheres to documentation requirements and audits
Environment Monitoring & Maintenance
Perform routine health checks and basic troubleshooting
Critical/High priority defect handling
Act as the first point of contact for environment-related issues
Log, categorize, and resolve critical/High-priority defects
Escalate complex issues to next level of supports and SMEs
Document and Reporting
Maintain accurate records of defects, resolutions and possible postmortem
Provide daily/weekly status updates on environment health
Define and stand-up new service capability
Define the services and capabilities
Document marketing points for the services with values
Collaboration
Collaborate with cross-functional and multi-location teams to resolve complex issues.
Required Skills:
2-5+ years of relevant work experience in IT support, QA support or environment management
Application Development or Support Experience
Strong analytical, triage and issue resolution skills
Excellent communication and teamwork abilities.
Customer-service mindset
Ability to work in cross functional and multi-location teams.
Experience/Ability with working in complex, highly integrated, fast paced and high-volume environment
Ability coordinates multiple troubleshooting calls
Ability to generate daily useful Metrics and email reporting
Ability to learn and adapt quickly with application and technology changes
May be required to work in shifts
Experience with the following technical skills:
Excel, Jira, PowerPoint, Kanban
SDLC methodologies
Linux/Unix Commands and Shell Scripting
RDBMS and SQL experience in MS SQL Server
Desired Skills:
Financial Industry Experience
Strong understanding of SDLC concepts
Familiarity with automation scripts using PowerShell
Ideal Candidate Profile:
A proactive, detail-oriented professional with strong technical acumen and the ability to work effectively in complex, high-volume environments. The candidate should demonstrate adaptability, collaboration, and a commitment to continuous learning.
Skills:
Adaptability
Analytical Thinking
Influence
Production Support
Risk Management
Automation
Collaboration
Result Orientation
Solution Delivery Process
Solution Design
Business Acumen
DevOps Practices
Innovative Thinking
Project Management
Stakeholder Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NJ - Pennington - 1300 American Blvd - Hopewell Bldg 3 (NJ2130) Pay and benefits information Pay range$80,700.00 - $128,300.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$80.7k-128.3k yearly Auto-Apply 17d ago
SIU Consultant P&C (Mid-Level) - Desk
USAA 4.7
Waco, TX jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a "Desk" position. Besides the normal SIU Investigator responsibilities, you will also perform triage duties to review claims identified by our predicative fraud tool to determine if an SIU investigation is warranted. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures.
This role is remote eligible. You can live anywhere in the Continental US. There may be occasional business travel involved.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
What sets you apart:
Strong underwriting skillset as part of working within underwriting, investigating post-bind or part of an underwriting investigative team.
Strong understanding of auto and property policy language to proactively identify potential misrepresentations before a claim is filed.
Strong report writing and presentation skillset.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Claims and Law Enforcement Investigations OR Military Investigative experience.
Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: This is an hourly position. However, the annualized salary range for this position is: $77,120 - $147,390
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA 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, or status as a protected veteran.
$36k-43k yearly est. 1d ago
Relationship Support Specialist
Third Coast Bank 4.1
Beaumont, TX jobs
The Relationship SupportSpecialist provides administrative, operational, and client service support to the Commercial Banking team. This entry-level role is ideal for individuals with retail banking or customer service experience who want to develop into a Commercial Banking career path. The Specialistsupports basic lending and deposit functions, assists Relationship Assistant's with daily client needs, and ensures smooth coordination across internal departments.
Essential Functions:
Client Service & Communication
* Serves as a first-line point of contact for clients, providing excellent service, answering questions, and helping resolve general inquiries.
* Communicates daily with clients via phone, email, and in-person interactions on behalf of Relationship Managers.
* Supports Relationship Managers with servicing requests, account questions, and onboarding needs.
* Maintains a professional, positive, and customer-focused approach in all interactions.
Loan Support & Documentation
* Assists in gathering required documentation for new loans, renewals, and extensions.
* Helps monitor reports for past-due or maturing loans and coordinates follow-up with Relationship Managers.
* Requests documents from internal departments and ensures they are completed and routed appropriately.
* Participates in coordinating loan closings by scheduling, communicating with third parties, and preparing required materials.
* Organizes and maintains electronic and physical loan files to support accurate recordkeeping.
Operational Support
* Provides administrative support, including organizing files, scheduling, routing calls, and preparing customer correspondence.
* Assists with basic account maintenance such as stop payments, refunds, transfers, debit card updates, and online banking setup.
* Prepares new account packages for commercial and consumer clients.
* Assists with compiling reports related to loan and deposit activity.
* Supports Relationship Managers during absences by helping address routine customer requests within assigned authority.
Cross-Department Coordination
* Works closely with Loan Operations, Loan Administration, Treasury Management, and Branch teams to ensure smooth processing of customer needs.
* Develops working knowledge of commercial banking products and services to support client onboarding and service requests.
* Follows bank policies, procedures, and compliance requirements in all daily tasks.
Additional Responsibilities
* Maintains accurate records, monitors follow-up items, and assists with gathering materials for credit renewals.
* Supports team goals, contributes to a positive work environment, and completes special projects as assigned.
* Performs all other duties as assigned.
Education & Experience Requirements
* High school diploma or GED required; college coursework or degree preferred.
* 1-3 years of banking, financial services, or retail banking experience preferred.
* Strong customer service skills with the ability to communicate effectively in person, by phone, and via email.
* Basic understanding of bank products and services; interest in learning Commercial Banking.
* Proficiency with Microsoft Office and ability to learn banking systems quickly.
* Strong organizational skills, attention to detail, and ability to manage multiple tasks.
* Solid math skills and ability to perform standard calculations.
* Team-oriented with a willingness to learn, ask questions, and support the broader Commercial Banking group.
* Valid driver's license and reliable transportation if job duties require travel.
Supervisory Responsibility:
This position has no supervisory responsibilities.
Job Type:
This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.
Travel:
No travel is expected for this position.
$38k-63k yearly est. 20d ago
Relationship Support Specialist
Third Coast Bank 4.1
Beaumont, TX jobs
Job Description
The Relationship SupportSpecialist provides administrative, operational, and client service support to the Commercial Banking team. This entry-level role is ideal for individuals with retail banking or customer service experience who want to develop into a Commercial Banking career path. The Specialistsupports basic lending and deposit functions, assists Relationship Assistant's with daily client needs, and ensures smooth coordination across internal departments.
Essential Functions:
Client Service & Communication
Serves as a first-line point of contact for clients, providing excellent service, answering questions, and helping resolve general inquiries.
Communicates daily with clients via phone, email, and in-person interactions on behalf of Relationship Managers.
Supports Relationship Managers with servicing requests, account questions, and onboarding needs.
Maintains a professional, positive, and customer-focused approach in all interactions.
Loan Support & Documentation
Assists in gathering required documentation for new loans, renewals, and extensions.
Helps monitor reports for past-due or maturing loans and coordinates follow-up with Relationship Managers.
Requests documents from internal departments and ensures they are completed and routed appropriately.
Participates in coordinating loan closings by scheduling, communicating with third parties, and preparing required materials.
Organizes and maintains electronic and physical loan files to support accurate recordkeeping.
Operational Support
Provides administrative support, including organizing files, scheduling, routing calls, and preparing customer correspondence.
Assists with basic account maintenance such as stop payments, refunds, transfers, debit card updates, and online banking setup.
Prepares new account packages for commercial and consumer clients.
Assists with compiling reports related to loan and deposit activity.
Supports Relationship Managers during absences by helping address routine customer requests within assigned authority.
Cross-Department Coordination
Works closely with Loan Operations, Loan Administration, Treasury Management, and Branch teams to ensure smooth processing of customer needs.
Develops working knowledge of commercial banking products and services to support client onboarding and service requests.
Follows bank policies, procedures, and compliance requirements in all daily tasks.
Additional Responsibilities
Maintains accurate records, monitors follow-up items, and assists with gathering materials for credit renewals.
Supports team goals, contributes to a positive work environment, and completes special projects as assigned.
Performs all other duties as assigned.
Education & Experience Requirements
High school diploma or GED required; college coursework or degree preferred.
1-3 years of banking, financial services, or retail banking experience preferred.
Strong customer service skills with the ability to communicate effectively in person, by phone, and via email.
Basic understanding of bank products and services; interest in learning Commercial Banking.
Proficiency with Microsoft Office and ability to learn banking systems quickly.
Strong organizational skills, attention to detail, and ability to manage multiple tasks.
Solid math skills and ability to perform standard calculations.
Team-oriented with a willingness to learn, ask questions, and support the broader Commercial Banking group.
Valid driver's license and reliable transportation if job duties require travel.
Supervisory Responsibility:
This position has no supervisory responsibilities.
Job Type:
This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.
Travel:
No travel is expected for this position.
$38k-63k yearly est. 21d ago
Relationship Support Specialist
Third Coast Bank 4.1
San Antonio, TX jobs
The Relationship SupportSpecialist provides administrative, operational, and client service support to the Commercial Banking team. This entry-level role is ideal for individuals with retail banking or customer service experience who want to develop into a Commercial Banking career path. The Specialistsupports basic lending and deposit functions, assists Relationship Assistant's with daily client needs, and ensures smooth coordination across internal departments.
Essential Functions:
Client Service & Communication
* Serves as a first-line point of contact for clients, providing excellent service, answering questions, and helping resolve general inquiries.
* Communicates daily with clients via phone, email, and in-person interactions on behalf of Relationship Managers.
* Supports Relationship Managers with servicing requests, account questions, and onboarding needs.
* Maintains a professional, positive, and customer-focused approach in all interactions.
Loan Support & Documentation
* Assists in gathering required documentation for new loans, renewals, and extensions.
* Helps monitor reports for past-due or maturing loans and coordinates follow-up with Relationship Managers.
* Requests documents from internal departments and ensures they are completed and routed appropriately.
* Participates in coordinating loan closings by scheduling, communicating with third parties, and preparing required materials.
* Organizes and maintains electronic and physical loan files to support accurate recordkeeping.
Operational Support
* Provides administrative support, including organizing files, scheduling, routing calls, and preparing customer correspondence.
* Assists with basic account maintenance such as stop payments, refunds, transfers, debit card updates, and online banking setup.
* Prepares new account packages for commercial and consumer clients.
* Assists with compiling reports related to loan and deposit activity.
* Supports Relationship Managers during absences by helping address routine customer requests within assigned authority.
Cross-Department Coordination
* Works closely with Loan Operations, Loan Administration, Treasury Management, and Branch teams to ensure smooth processing of customer needs.
* Develops working knowledge of commercial banking products and services to support client onboarding and service requests.
* Follows bank policies, procedures, and compliance requirements in all daily tasks.
Additional Responsibilities
* Maintains accurate records, monitors follow-up items, and assists with gathering materials for credit renewals.
* Supports team goals, contributes to a positive work environment, and completes special projects as assigned.
* Performs all other duties as assigned.
Education & Experience Requirements
* High school diploma or GED required; college coursework or degree preferred.
* 1-3 years of banking, financial services, or retail banking experience preferred.
* Strong customer service skills with the ability to communicate effectively in person, by phone, and via email.
* Basic understanding of bank products and services; interest in learning Commercial Banking.
* Proficiency with Microsoft Office and ability to learn banking systems quickly.
* Strong organizational skills, attention to detail, and ability to manage multiple tasks.
* Solid math skills and ability to perform standard calculations.
* Team-oriented with a willingness to learn, ask questions, and support the broader Commercial Banking group.
* Valid driver's license and reliable transportation if job duties require travel.
Supervisory Responsibility:
This position has no supervisory responsibilities.
Job Type:
This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.
Travel:
No travel is expected for this position.
$38k-61k yearly est. 20d ago
Relationship Support Specialist
Third Coast Bank 4.1
San Antonio, TX jobs
Job Description
The Relationship SupportSpecialist provides administrative, operational, and client service support to the Commercial Banking team. This entry-level role is ideal for individuals with retail banking or customer service experience who want to develop into a Commercial Banking career path. The Specialistsupports basic lending and deposit functions, assists Relationship Assistant's with daily client needs, and ensures smooth coordination across internal departments.
Essential Functions:
Client Service & Communication
Serves as a first-line point of contact for clients, providing excellent service, answering questions, and helping resolve general inquiries.
Communicates daily with clients via phone, email, and in-person interactions on behalf of Relationship Managers.
Supports Relationship Managers with servicing requests, account questions, and onboarding needs.
Maintains a professional, positive, and customer-focused approach in all interactions.
Loan Support & Documentation
Assists in gathering required documentation for new loans, renewals, and extensions.
Helps monitor reports for past-due or maturing loans and coordinates follow-up with Relationship Managers.
Requests documents from internal departments and ensures they are completed and routed appropriately.
Participates in coordinating loan closings by scheduling, communicating with third parties, and preparing required materials.
Organizes and maintains electronic and physical loan files to support accurate recordkeeping.
Operational Support
Provides administrative support, including organizing files, scheduling, routing calls, and preparing customer correspondence.
Assists with basic account maintenance such as stop payments, refunds, transfers, debit card updates, and online banking setup.
Prepares new account packages for commercial and consumer clients.
Assists with compiling reports related to loan and deposit activity.
Supports Relationship Managers during absences by helping address routine customer requests within assigned authority.
Cross-Department Coordination
Works closely with Loan Operations, Loan Administration, Treasury Management, and Branch teams to ensure smooth processing of customer needs.
Develops working knowledge of commercial banking products and services to support client onboarding and service requests.
Follows bank policies, procedures, and compliance requirements in all daily tasks.
Additional Responsibilities
Maintains accurate records, monitors follow-up items, and assists with gathering materials for credit renewals.
Supports team goals, contributes to a positive work environment, and completes special projects as assigned.
Performs all other duties as assigned.
Education & Experience Requirements
High school diploma or GED required; college coursework or degree preferred.
1-3 years of banking, financial services, or retail banking experience preferred.
Strong customer service skills with the ability to communicate effectively in person, by phone, and via email.
Basic understanding of bank products and services; interest in learning Commercial Banking.
Proficiency with Microsoft Office and ability to learn banking systems quickly.
Strong organizational skills, attention to detail, and ability to manage multiple tasks.
Solid math skills and ability to perform standard calculations.
Team-oriented with a willingness to learn, ask questions, and support the broader Commercial Banking group.
Valid driver's license and reliable transportation if job duties require travel.
Supervisory Responsibility:
This position has no supervisory responsibilities.
Job Type:
This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.
Travel:
No travel is expected for this position.
$38k-61k yearly est. 21d ago
Appraisal Analyst/Support Specialist
Farm Credit Services of America 4.7
Cullman, AL jobs
JOB PURPOSE AND SCOPE:
Performs risk analysis studies, with general guidance, including collateral value analysis of Association assets and to maintain compliance with all applicable FCA collateral valuation regulations.
EDUCATION AND EXPERIENCE REQUIREMENTS:
Bachelor's degree in business administration, Finance, Accounting, Agricultural Economics, or a related field, or equivalent experience and Zero (0) to four (4) years of experience in lending, credit review, and/or auditing.
POSITION SUMMARY:
With general guidance, performs price/value analysis studies including real estate, livestock, commodity and equipment to ensure protection of the Association collateral assets and to maintain compliance with all applicable FCA regulations.
Creates and/or evaluates and maintains appraisal technology tools.
Assists in logistics, policy compliance, and reporting functions for the Association's appraisal division.
Assists in the development and maintenance of policies and procedures.
Data collection and analysis experience to support and ensure high quality commodities and real estate market reporting. Research trends in the Association's real estate markets and commodity prices to develop reports for other appraisal team members and senior management for their assistance in decision making.
Appraisal and valuation general knowledge to assist in administrative appraisal reviews.
OTHER DUTIES:
Appraisal team administrative duties to include assigning valuation request, creating and maintaining invoices and uploading files as needed. The duties will include assisting the Appraisal manager in engaging outside third party appraisers.
SKILL REQUIREMENTS:
Possesses solid working knowledge of banking administration and accounting practices; financial analysis and reporting; and applicable Federal, State, and Farm Credit Administration (FCA) regulations, as well as asset/liability and risk management practices. Handles moderately complex issues and problems and refers more complex issues to higher-level staff. Ability to communicate/coordinate effectively with all levels of management as well as with outside vendors; Ability to exercise sound judgment, use discretion and maintain confidentiality. A general degree of creativity and latitude is expected. Ability to work with general supervision and to travel on a moderate basis. Skill in oral and written communication. Average to Intermediate skill level in Microsoft Office applications. Possesses analytical thinking and mathematical skills. Ability to work as part of a team. May coach or instruct lower-level colleagues. May provide leadership, coaching, and/or mentoring to a subordinate group.
$41k-69k yearly est. Auto-Apply 14d ago
Relationship Support Specialist
Third Coast Bank 4.1
Austin, TX jobs
The Relationship SupportSpecialist provides administrative, operational, and client service support to the Commercial Banking team. This entry-level role is ideal for individuals with retail banking or customer service experience who want to develop into a Commercial Banking career path. The Specialistsupports basic lending and deposit functions, assists Relationship Assistant's with daily client needs, and ensures smooth coordination across internal departments.
Essential Functions:
Client Service & Communication
* Serves as a first-line point of contact for clients, providing excellent service, answering questions, and helping resolve general inquiries.
* Communicates daily with clients via phone, email, and in-person interactions on behalf of Relationship Managers.
* Supports Relationship Managers with servicing requests, account questions, and onboarding needs.
* Maintains a professional, positive, and customer-focused approach in all interactions.
Loan Support & Documentation
* Assists in gathering required documentation for new loans, renewals, and extensions.
* Helps monitor reports for past-due or maturing loans and coordinates follow-up with Relationship Managers.
* Requests documents from internal departments and ensures they are completed and routed appropriately.
* Participates in coordinating loan closings by scheduling, communicating with third parties, and preparing required materials.
* Organizes and maintains electronic and physical loan files to support accurate recordkeeping.
Operational Support
* Provides administrative support, including organizing files, scheduling, routing calls, and preparing customer correspondence.
* Assists with basic account maintenance such as stop payments, refunds, transfers, debit card updates, and online banking setup.
* Prepares new account packages for commercial and consumer clients.
* Assists with compiling reports related to loan and deposit activity.
* Supports Relationship Managers during absences by helping address routine customer requests within assigned authority.
Cross-Department Coordination
* Works closely with Loan Operations, Loan Administration, Treasury Management, and Branch teams to ensure smooth processing of customer needs.
* Develops working knowledge of commercial banking products and services to support client onboarding and service requests.
* Follows bank policies, procedures, and compliance requirements in all daily tasks.
Additional Responsibilities
* Maintains accurate records, monitors follow-up items, and assists with gathering materials for credit renewals.
* Supports team goals, contributes to a positive work environment, and completes special projects as assigned.
* Performs all other duties as assigned.
Education & Experience Requirements
* High school diploma or GED required; college coursework or degree preferred.
* 1-3 years of banking, financial services, or retail banking experience preferred.
* Strong customer service skills with the ability to communicate effectively in person, by phone, and via email.
* Basic understanding of bank products and services; interest in learning Commercial Banking.
* Proficiency with Microsoft Office and ability to learn banking systems quickly.
* Strong organizational skills, attention to detail, and ability to manage multiple tasks.
* Solid math skills and ability to perform standard calculations.
* Team-oriented with a willingness to learn, ask questions, and support the broader Commercial Banking group.
* Valid driver's license and reliable transportation if job duties require travel.
Supervisory Responsibility:
This position has no supervisory responsibilities.
Job Type:
This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.
Travel:
No travel is expected for this position.
$38k-61k yearly est. 20d ago
Relationship Support Specialist
Third Coast Bank 4.1
Austin, TX jobs
Job Description
The Relationship SupportSpecialist provides administrative, operational, and client service support to the Commercial Banking team. This entry-level role is ideal for individuals with retail banking or customer service experience who want to develop into a Commercial Banking career path. The Specialistsupports basic lending and deposit functions, assists Relationship Assistant's with daily client needs, and ensures smooth coordination across internal departments.
Essential Functions:
Client Service & Communication
Serves as a first-line point of contact for clients, providing excellent service, answering questions, and helping resolve general inquiries.
Communicates daily with clients via phone, email, and in-person interactions on behalf of Relationship Managers.
Supports Relationship Managers with servicing requests, account questions, and onboarding needs.
Maintains a professional, positive, and customer-focused approach in all interactions.
Loan Support & Documentation
Assists in gathering required documentation for new loans, renewals, and extensions.
Helps monitor reports for past-due or maturing loans and coordinates follow-up with Relationship Managers.
Requests documents from internal departments and ensures they are completed and routed appropriately.
Participates in coordinating loan closings by scheduling, communicating with third parties, and preparing required materials.
Organizes and maintains electronic and physical loan files to support accurate recordkeeping.
Operational Support
Provides administrative support, including organizing files, scheduling, routing calls, and preparing customer correspondence.
Assists with basic account maintenance such as stop payments, refunds, transfers, debit card updates, and online banking setup.
Prepares new account packages for commercial and consumer clients.
Assists with compiling reports related to loan and deposit activity.
Supports Relationship Managers during absences by helping address routine customer requests within assigned authority.
Cross-Department Coordination
Works closely with Loan Operations, Loan Administration, Treasury Management, and Branch teams to ensure smooth processing of customer needs.
Develops working knowledge of commercial banking products and services to support client onboarding and service requests.
Follows bank policies, procedures, and compliance requirements in all daily tasks.
Additional Responsibilities
Maintains accurate records, monitors follow-up items, and assists with gathering materials for credit renewals.
Supports team goals, contributes to a positive work environment, and completes special projects as assigned.
Performs all other duties as assigned.
Education & Experience Requirements
High school diploma or GED required; college coursework or degree preferred.
1-3 years of banking, financial services, or retail banking experience preferred.
Strong customer service skills with the ability to communicate effectively in person, by phone, and via email.
Basic understanding of bank products and services; interest in learning Commercial Banking.
Proficiency with Microsoft Office and ability to learn banking systems quickly.
Strong organizational skills, attention to detail, and ability to manage multiple tasks.
Solid math skills and ability to perform standard calculations.
Team-oriented with a willingness to learn, ask questions, and support the broader Commercial Banking group.
Valid driver's license and reliable transportation if job duties require travel.
Supervisory Responsibility:
This position has no supervisory responsibilities.
Job Type:
This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.
Travel:
No travel is expected for this position.
$38k-61k yearly est. 21d ago
Post Closing Support Specialist (Entry level - Admin)
Service First Mortgage 3.5
Plano, TX jobs
The Loan Delivery Specialist reviews funded files and ships/uploads them to the investor to which they've been designated for purchase. If any suspense items are issued on a file after its receipt by the investor, the Loan Delivery Specialist obtains and satisfies those requirements.
Duties include:
· Reviews funded loans as assigned and ships to designated investor within designated timeframe
· Audits each assigned loan using the checklist from the loan origination system
· Notifies the Closing Team, Title Company or appropriate team member to obtain corrections for any documents not completed or signed/dated correctly
· Uploads the documents package once the audit is complete
· Contacts the appropriate source to resolve loans conditioned/suspended by an investor within the designated timeframe
· Makes all entries and updates as appropriate within the loan origination system
Requirements
Education and/or Work Experience Requirements:
· 1-3 years of applicable working experience; mortgage experience is a plus
· High School Diploma required; Bachelor's degree is a plus
Skills:
· Good communication skills
· Aptitude for self-development and learning
· Proficient with MS Office
· Proficient with MS Excel spreadsheet creation and reporting
· Strong planning and organization skills
· Attention to detail
· Ability to multitask and manage multiple priorities
· Ability to complete a high volume of tasks with minimal supervision
· Ability to monitor and follow up on assigned responsibilities
· Appropriate sense of urgency
· High level of integrity, ethics, discretion and professionalism in handling confidential and sensitive information
Benefits
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k, IRA)
Life Insurance (Basic, Voluntary & AD&D)
Short Term & Long Term Disability
Training & Development
Wellness Resources
$33k-47k yearly est. Auto-Apply 39d ago
Relationship Support Specialist
Third Coast Bank 4.1
Humble, TX jobs
The Relationship SupportSpecialist provides administrative, operational, and client service support to the Commercial Banking team. This entry-level role is ideal for individuals with retail banking or customer service experience who want to develop into a Commercial Banking career path. The Specialistsupports basic lending and deposit functions, assists Relationship Assistant's with daily client needs, and ensures smooth coordination across internal departments.
Essential Functions:
Client Service & Communication
* Serves as a first-line point of contact for clients, providing excellent service, answering questions, and helping resolve general inquiries.
* Communicates daily with clients via phone, email, and in-person interactions on behalf of Relationship Managers.
* Supports Relationship Managers with servicing requests, account questions, and onboarding needs.
* Maintains a professional, positive, and customer-focused approach in all interactions.
Loan Support & Documentation
* Assists in gathering required documentation for new loans, renewals, and extensions.
* Helps monitor reports for past-due or maturing loans and coordinates follow-up with Relationship Managers.
* Requests documents from internal departments and ensures they are completed and routed appropriately.
* Participates in coordinating loan closings by scheduling, communicating with third parties, and preparing required materials.
* Organizes and maintains electronic and physical loan files to support accurate recordkeeping.
Operational Support
* Provides administrative support, including organizing files, scheduling, routing calls, and preparing customer correspondence.
* Assists with basic account maintenance such as stop payments, refunds, transfers, debit card updates, and online banking setup.
* Prepares new account packages for commercial and consumer clients.
* Assists with compiling reports related to loan and deposit activity.
* Supports Relationship Managers during absences by helping address routine customer requests within assigned authority.
Cross-Department Coordination
* Works closely with Loan Operations, Loan Administration, Treasury Management, and Branch teams to ensure smooth processing of customer needs.
* Develops working knowledge of commercial banking products and services to support client onboarding and service requests.
* Follows bank policies, procedures, and compliance requirements in all daily tasks.
Additional Responsibilities
* Maintains accurate records, monitors follow-up items, and assists with gathering materials for credit renewals.
* Supports team goals, contributes to a positive work environment, and completes special projects as assigned.
* Performs all other duties as assigned.
Education & Experience Requirements
* High school diploma or GED required; college coursework or degree preferred.
* 1-3 years of banking, financial services, or retail banking experience preferred.
* Strong customer service skills with the ability to communicate effectively in person, by phone, and via email.
* Basic understanding of bank products and services; interest in learning Commercial Banking.
* Proficiency with Microsoft Office and ability to learn banking systems quickly.
* Strong organizational skills, attention to detail, and ability to manage multiple tasks.
* Solid math skills and ability to perform standard calculations.
* Team-oriented with a willingness to learn, ask questions, and support the broader Commercial Banking group.
* Valid driver's license and reliable transportation if job duties require travel.
Supervisory Responsibility:
This position has no supervisory responsibilities.
Job Type:
This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.
Travel:
No travel is expected for this position.
$38k-62k yearly est. 20d ago
Relationship Support Specialist
Third Coast Bank 4.1
Humble, TX jobs
Job Description
The Relationship SupportSpecialist provides administrative, operational, and client service support to the Commercial Banking team. This entry-level role is ideal for individuals with retail banking or customer service experience who want to develop into a Commercial Banking career path. The Specialistsupports basic lending and deposit functions, assists Relationship Assistant's with daily client needs, and ensures smooth coordination across internal departments.
Essential Functions:
Client Service & Communication
Serves as a first-line point of contact for clients, providing excellent service, answering questions, and helping resolve general inquiries.
Communicates daily with clients via phone, email, and in-person interactions on behalf of Relationship Managers.
Supports Relationship Managers with servicing requests, account questions, and onboarding needs.
Maintains a professional, positive, and customer-focused approach in all interactions.
Loan Support & Documentation
Assists in gathering required documentation for new loans, renewals, and extensions.
Helps monitor reports for past-due or maturing loans and coordinates follow-up with Relationship Managers.
Requests documents from internal departments and ensures they are completed and routed appropriately.
Participates in coordinating loan closings by scheduling, communicating with third parties, and preparing required materials.
Organizes and maintains electronic and physical loan files to support accurate recordkeeping.
Operational Support
Provides administrative support, including organizing files, scheduling, routing calls, and preparing customer correspondence.
Assists with basic account maintenance such as stop payments, refunds, transfers, debit card updates, and online banking setup.
Prepares new account packages for commercial and consumer clients.
Assists with compiling reports related to loan and deposit activity.
Supports Relationship Managers during absences by helping address routine customer requests within assigned authority.
Cross-Department Coordination
Works closely with Loan Operations, Loan Administration, Treasury Management, and Branch teams to ensure smooth processing of customer needs.
Develops working knowledge of commercial banking products and services to support client onboarding and service requests.
Follows bank policies, procedures, and compliance requirements in all daily tasks.
Additional Responsibilities
Maintains accurate records, monitors follow-up items, and assists with gathering materials for credit renewals.
Supports team goals, contributes to a positive work environment, and completes special projects as assigned.
Performs all other duties as assigned.
Education & Experience Requirements
High school diploma or GED required; college coursework or degree preferred.
1-3 years of banking, financial services, or retail banking experience preferred.
Strong customer service skills with the ability to communicate effectively in person, by phone, and via email.
Basic understanding of bank products and services; interest in learning Commercial Banking.
Proficiency with Microsoft Office and ability to learn banking systems quickly.
Strong organizational skills, attention to detail, and ability to manage multiple tasks.
Solid math skills and ability to perform standard calculations.
Team-oriented with a willingness to learn, ask questions, and support the broader Commercial Banking group.
Valid driver's license and reliable transportation if job duties require travel.
Supervisory Responsibility:
This position has no supervisory responsibilities.
Job Type:
This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.
Travel:
No travel is expected for this position.
$38k-62k yearly est. 21d ago
Service Support Specialist
Unlimited Service Group 4.3
Nashville, TN jobs
* HIRING IMMEDIATELY!!! Whaley Foodservice, LLC is one of the largest commercial kitchen equipment repair service companies in the Southeast comprised of over 600 employees located across 31 geographically dispersed locations. Visit "Whaley Careers" to find your place to grow.
*********************************
Service SupportSpecialist - Hiring Immediately!
Whaley Foodservice, LLC | One of the Southeast's Largest Commercial Kitchen Service Providers
Whaley Foodservice is seeking an experienced Service SupportSpecialist to support daily branch operations. We are looking for the next great team member to provide customer service, service order processing, and administrative support for our technicians and management team. If you're interested in joining our team and building your career, we want to hear from you!
Why Work for us?
* Competitive Compensation
* Comprehensive Health Coverage
* 401(k) Plan with Company Match
* Healthy Work & Life Balance
* CFESA Certification & Ongoing Training for Your Future
* Company Service Vehicle, Tools, Tablet, Cellphone, Uniforms
* Take part in our Town Shares Program - Share in our company's success!
What You'll Do
* Provide great customer experience answering phone calls from customers
* Open and close service orders for billing
* Assist with customer issues and technician support on service orders
* Run and submit daily/monthly reports
* Ensure accurate warranty part returns
* Maintain a clean, professional office environment
What We're Looking For
* Must be at least 18 years of age
* 1-3 years customer service or administrative experience, working in a service or related industry would be a big plus!
* Strong computer skills (Microsoft Word & Excel)
* Excellent communication & multitasking abilities
* High attention to detail and ability to work as part of a team
* Completion of a satisfactory background check and drug screen is required
Grow your career with a leading service company!
Apply today at: *********************************
Whaley Foodservice is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
$23k-38k yearly est. Auto-Apply 7d ago
Service Support Specialist
Unlimited Service Group 4.3
Nashville, TN jobs
at Whaley Foodservice
***HIRING IMMEDIATELY!!!**** Whaley Foodservice, LLC is one of the largest commercial kitchen equipment repair service companies in the Southeast comprised of over 600 employees located across 31 geographically dispersed locations.Visit "Whaley Careers" to find your place to grow.
********************************* Service SupportSpecialist - Hiring Immediately!Whaley Foodservice, LLC | One of the Southeast's Largest Commercial Kitchen Service ProvidersWhaley Foodservice is seeking an experienced Service SupportSpecialist to support daily branch operations. We are looking for the next great team member to provide customer service, service order processing, and administrative support for our technicians and management team. If you're interested in joining our team and building your career, we want to hear from you!Why Work for us?
Competitive Compensation
Comprehensive Health Coverage
401(k) Plan with Company Match
Healthy Work & Life Balance
CFESA Certification & Ongoing Training for Your Future
Company Service Vehicle, Tools, Tablet, Cellphone, Uniforms
Take part in our Town Shares Program - Share in our company's success!
What You'll Do
Provide great customer experience answering phone calls from customers
Open and close service orders for billing
Assist with customer issues and technician support on service orders
Run and submit daily/monthly reports
Ensure accurate warranty part returns
Maintain a clean, professional office environment
What We're Looking For
Must be at least 18 years of age
1-3 years customer service or administrative experience, working in a service or related industry would be a big plus!
Strong computer skills (Microsoft Word & Excel)
Excellent communication & multitasking abilities
High attention to detail and ability to work as part of a team
Completion of a satisfactory background check and drug screen is required
Grow your career with a leading service company!
Apply today at: ********************************* Whaley Foodservice is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
$23k-38k yearly est. Auto-Apply 7d ago
Lending Support Underwriter
Mobility Credit Union 3.8
Irving, TX jobs
Responsible for reviewing, and underwriting applications for consumer direct & indirect, home improvement, home equity, credit card and line of credit loans. Ensures internal customers are promptly and professionally served. Assists staff with any loan account problems and answers staff questions regarding Credit Union loan policies, procedures, products and loan decisions. Communicates to frontline staff the need to obtain additional loan information and documentation required to formulate and relay credit decisions.
Assist in the processing of new member accounts and loans received via indirect channels. Ensures accuracy of information needed to formulate a decision based on set criteria established within the credit union loan origination system. Analyzes data to formulate decisions outside of the automated processes capabilities. Ensures compliance with Fair Lending laws and federal regulations of consumer loans. Presents loan requests above lending limit for approval as per loan policy.
(E) Essential or (N) Nonessential
(E) 45% Evaluates and analyzes current financial position of members to determine the degree of risk involved in extending credit or lending money. Makes decision to approve, deny, or forward the loan request to higher levels for decision. Requests additional information if required.
(E) 20% Prepares complete and accurate home equity loan documents. Explains the home equity terms and conditions as well as the options to members. Completes home equity closing process with the member.
(E) 10% Assists in servicing loans by processing such items as payoffs, refinances, problem loan workout arrangements, payment extensions, collateral releases, and payment due date changes at the direction of the Collections department and Lending Support Manager.
(E) 10% Ensures compliance with terms and conditions on current loans. Keeps compliant and informed of current trends and laws on lending and consumer credit.
(E) 10% Reviews terms, conditions and stipulations post funding for loans ensuring the information's accuracy and integrity.
(N) 5% Performs other job related duties as assigned.
PERFORMANCE MEASUREMENTS
Lending Support Underwriter functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, security procedures, legal, and regulatory requirements.
Good business relations exist with members. Programs, products and services are properly and thoroughly explained. Staff's problems or questions are courteously and promptly resolved.
Good working relationships and coordination exist with area personnel and with management. Appropriate assistance is provided to area staff as needed. Managers are appropriately informed of area activities.
Credit applications and related financial data are closely and effectively analyzed and evaluated. Decisions are communicated accurately, completely, and timely.
Personal delinquency write-off numbers are in line with Credit Union objectives.
EDUCATION/CERTIFICATION:
Bachelor's Degree
REQUIRED KNOWLEDGE:
Good understanding of financial services and products provided
Knowledge of Credit Union loan services, policies, and procedures
Understanding of related legal and regulatory standards, and required loan documentation
Knowledge of consumer and residential lending practices
EXPERIENCE REQUIRED:
Two years to five years of similar or related experience
SKILLS/ABILITIES:
Excellent interviewing, communication, and public relations skills
Professional appearance and attitude
Strong analytical and financial skills
Ability to operate related computer applications, and other business equipment including calculators, typewriter, printer, telephone, and notary stamp
PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
TALKING: One must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
REPETITIVE MOTIONS: Movements frequently and regularly require using the wrists, hands, and/or fingers.
FINGER DEXTERITY: Primarily using just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.
AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information.
AVERAGE VISUAL ABILITIES: Average, ordinary visual acuity is necessary to prepare or inspect documents or products, or operate machinery.
PHYSICAL STRENGTH: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally.
WORKING CONDITIONS
No hazardous or significantly unpleasant conditions (such as in a typical office).
MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
REASONING ABILITY: Ability to deal with a variety of variables under only limited standardization. Able to interpret various instructions.
MATHEMATICS ABILITY: Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage. Able to perform very simple algebra.
LANGUAGE ABILITY: Ability to read a variety of books, magazines, instruction manuals, atlases, and encyclopedias. Ability to prepare memos, reports, and essays using proper punctuation, spelling, and grammar. Ability to communicate distinctly with appropriate pauses and emphasis; correct punctuation (or sign equivalent), and variation in word order; using present, perfect, and future tenses.
INTENT AND FUNCTION OF
This is intended as a summary of the major duties and responsibilities as well as qualifications for this position. The is not intended as inclusive of all duties an individual in this position might be asked to perform or of all qualifications that may be required either now or in the future.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the Credit Union.
Job descriptions are not intended as and do not create employment contracts. The Credit Union maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.
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