Member Service Representative, Framingham, MA, Part-time, Onsite (22.5 hours)
Member service representative job at Digital Federal Credit Union
Schedule Thursday and Fridays 10:30 - 7:30, Saturdays 8:30 - 3:30 and alternating Wednesday 8:30 - 5:30 (22.5 hrs) What You'll Do Summary/Objective: Contribute to DCU's Success Sharing and business goals by identifying member's needs, providing service excellence and helping members achieve their financial goals.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Identify the financial needs of new and existing members by building rapport and establishing strong business relationships; educate and cross sell appropriate products and services, make qualified referrals and achieve assigned sales goals.
* Understand and explain all DCU products and services. Open new memberships, accounts and loans utilizing established guidelines and self-service options and conduct Notary Public services.
* Utilize established guidelines to obtain Lending Authority, process loan requests, confirm all conditions have been met and verify the integrity of the documents prior to conducting loan closings.
* Accurately process teller transactions, assist with end of day balancing, Instant Issuance and ATM balancing.
* Conducts audits of all membership applications, account maintenance forms, new account applications and completed loan files
* Adhere to all DCU policies and procedures, which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
* May be asked to provide coverage in other DCU areas such as other branches, the Information Center or support departments.
* Continuously identify and submit efficiency and process improvement ideas
* Perform other job-related duties as assigned.
What You'll Need
* High School diploma or equivalent
* 1-3 years related experience
* Verbal Communication skills
* Technical skills (Word, Excel, Email)
* Bilingual skills a plus
What We Do
DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares.
DCU is an equal-opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to ************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.
DCU is not currently offering Visa transfer/ sponsorship for this position.
Expected Pay Range
$21.50
#INDLW
Member Service Representative, Worcester Crossing, Part-time 22.5 hour, Onsite
Member service representative job at Digital Federal Credit Union
Schedule Thursday and Fridays 10:30 - 7:30, Saturdays 8:30 - 3:30 and alternating Wednesday 8:30 - 5:30 What You'll Do Summary/Objective: Contribute to DCU's Success Sharing and business goals by identifying member's needs, providing service excellence and helping members achieve their financial goals.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Identify the financial needs of new and existing members by building rapport and establishing strong business relationships; educate and cross sell appropriate products and services, make qualified referrals and achieve assigned sales goals.
* Understand and explain all DCU products and services. Open new memberships, accounts and loans utilizing established guidelines and self-service options and conduct Notary Public services.
* Utilize established guidelines to obtain Lending Authority, process loan requests, confirm all conditions have been met and verify the integrity of the documents prior to conducting loan closings.
* Accurately process teller transactions, assist with end of day balancing, Instant Issuance and ATM balancing.
* Conducts audits of all membership applications, account maintenance forms, new account applications and completed loan files
* Adhere to all DCU policies and procedures, which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
* May be asked to provide coverage in other DCU areas such as other branches, the Information Center or support departments.
* Continuously identify and submit efficiency and process improvement ideas
* Perform other job-related duties as assigned.
What You'll Need
* High School diploma or equivalent
* 1-3 years related experience
* Verbal Communication skills
* Technical skills (Word, Excel, Email)
* Bilingual skills a plus
What We Do
DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares.
DCU is an equal-opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to ************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.
DCU is not currently offering Visa transfer/ sponsorship for this position.
Expected Pay Range
21.50
#LI-ONSITE
Customer Retention Representative (Remote)
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 Make Tomorrow Better.
Role Overview:
Could you be our next Customer Retention Representative? Globe Life is looking for a Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who are considering cancellation or have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This remote position offers a schedule Monday through Friday, with a 10:00 a.m. to 6:30 p.m. Central Time Zone workday.
What You Will Do:
Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options.
Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
High school diploma or equivalent.
Basic Microsoft Office Skills, including Word, Excel, and Outlook.
Minimum Typing speed of 30 wpm.
Experience in a call center environment preferred.
Some insurance and/or sales experience preferred.
Excellent verbal and written communication skills.
Ability to solve complex policyholder issues with a positive attitude.
Ability to work in a fast-paced environment and work well under pressure.
Knowledge of life and/or health insurance terminology preferred.
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 a 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.
Customer Retention Representative (Remote)
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 Make Tomorrow Better.
Role Overview:
Could you be our next Customer Retention Representative? Globe Life is looking for a Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who are considering cancellation or have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This remote position offers a schedule Monday through Friday, with a 10:00 a.m. to 6:30 p.m. Central Time Zone workday.
What You Will Do:
* Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options.
* Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
* Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
* Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
* Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
* Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
* Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
* Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
* High school diploma or equivalent.
* Basic Microsoft Office Skills, including Word, Excel, and Outlook.
* Minimum Typing speed of 30 wpm.
* Experience in a call center environment preferred.
* Some insurance and/or sales experience preferred.
* Excellent verbal and written communication skills.
* Ability to solve complex policyholder issues with a positive attitude.
* Ability to work in a fast-paced environment and work well under pressure.
* Knowledge of life and/or health insurance terminology preferred.
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 a 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
Part-Time PM Customer Retention Representative (Remote)
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 Part-Time Customer Retention Representative? Globe Life is looking for a Part-Time Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This remote position offers evening shifts, Monday through Friday, and requires a 4-hour shift on Saturday between 8:00 am and 2:00 pm Central Time Zone.
What You Will Do:
Inbound Call Support: Handle incoming calls from policyholders returning a call from our outbound efforts (voicemail, text message, and/or email) and working to understand their needs to explore retention options.
Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policyholder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs), including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
High school diploma or equivalent.
Basic Microsoft Office Skills, including Word, Excel, and Outlook.
Minimum Typing speed of 30 wpm.
Experience in a call center environment preferred.
Some experience in insurance and/or sales is preferred.
Excellent verbal and written communication skills.
Ability to solve complex policyholder issues with a positive attitude.
Ability to work in a fast-paced environment and work well under pressure.
Knowledge of life and/or health insurance terminology preferred.
Bilingual Customer Retention Representative (Remote)
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 Make Tomorrow Better.
Role Overview:
Could you be our next Bilingual Customer Retention Representative? Globe Life is looking for a Bilingual Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who are considering cancellation or have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This is a remote / work-from-home position. We have full-time and part-time positions available with morning and evening shifts.
What You Will Do:
Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options.
Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
Must be fully bilingual in English and Spanish, with the ability to speak, read, and write fluently in both languages.
High school diploma or equivalent.
Basic Microsoft Office Skills, including Word, Excel, and Outlook.
Minimum Typing speed of 30 wpm.
Experience in a call center environment preferred.
Some experience in insurance and/or sales is preferred.
Excellent verbal and written communication skills.
Ability to solve complex policyholder issues with a positive attitude.
Ability to work in a fast-paced environment and work well under pressure.
Knowledge of life and/or health insurance terminology preferred.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full-time and/or part-time 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 created 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 a 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.
INDGLA1001
Part-Time PM Customer Retention Representative (Remote)
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 Part-Time Customer Retention Representative? Globe Life is looking for a Part-Time Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This remote position offers evening shifts, Monday through Friday, and requires a 4-hour shift on Saturday between 8:00 am and 2:00 pm Central Time Zone.
What You Will Do:
* Inbound Call Support: Handle incoming calls from policyholders returning a call from our outbound efforts (voicemail, text message, and/or email) and working to understand their needs to explore retention options.
* Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
* Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
* Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policyholder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
* Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
* Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
* Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
* Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs), including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
* High school diploma or equivalent.
* Basic Microsoft Office Skills, including Word, Excel, and Outlook.
* Minimum Typing speed of 30 wpm.
* Experience in a call center environment preferred.
* Some experience in insurance and/or sales is preferred.
* Excellent verbal and written communication skills.
* Ability to solve complex policyholder issues with a positive attitude.
* Ability to work in a fast-paced environment and work well under pressure.
* Knowledge of life and/or health insurance terminology preferred.
Location: 7677 Henneman Way, McKinney, Texas
Member Service Representative - Bilingual
Baltimore, MD jobs
Member Service Representative- Bilingual
The bilingual Member Service Representative will be part of our talented remote Contact Center team. The bilingual Member Service Representative is trained to answer phone calls within all queues and assist both English and Spanish speaking callers with questions and requests regarding membership, banking products, services, and rates while seeking to exceed member expectations with every interaction. The bilingual Member Service Representative will also assist Spanish speaking callers when escalating or transferring to other queues or departments as needed to ensure service issues are resolved. We pride ourselves on delivering world class service in a collaborative and supportive team environment. Our success is dependent upon employees who are self-motivated, dependable, adaptable, a team player, and member focused.
S3 STAR Values:
Service
Teamwork
Attitude
Results
Location: Remote
TOP JOB RESPONSIBILITIES:
Answers phone calls and utilizes knowledge of credit union products, data systems, and web-based applications to provide information, answer questions, and assist with requests and concerns for both English and Spanish speaking member and non-member callers.
Completes required member verification, reviews accounts, relay company and credit union policy/procedures, and communicates with management or other S3 teams/departments as needed to remedy member service issues in a remote environment.
Handles calls related to all career path queues including digital, cards, and loans and processes related transactions.
Facilitates and translates conversations between Spanish speaking callers and other queues or departments as needed.
Other responsibilities and opportunities:
Corresponds with other departments and management through email for additional requests or research.
Additional job-related projects and duties as assigned by management.
QUALIFICATIONS & SKILLS:
Bilingual in English/Spanish (conversational Spanish with knowledge of basic banking/financial terminology is preferred).
6 months of experience in customer service is preferred.
Excellent written and verbal communication.
Thrives in a fast-paced customer service environment.
Must be highly organized and detail oriented.
Ability to work independently and prioritize work effectively.
Ability to navigate and utilize multiple platforms/computer software simultaneously.
Experience in a remote work environment with dual monitors is a plus.
Works well in a structured and procedure driven position.
FLSA: Nonexempt
PERKS AND BENEFITS:
Group medical, dental, and vision coverage insurance
Generous Paid Time Off
Up to 11 Paid Holidays Per Year
401(k) With Employer Match and Discretionary Contribution
Employee Referral Program
Wellness Programs
Peer-to-Peer Recognition Program
Salary is $21.23/hour.
About S3:
We are excited to share that S3 was named a Top Workplace of 2022 and 2023 through the Baltimore Sun, 2023 Top Workplace in the USA as well as for leadership, and 2023 America s most loved workplaces by Newsweek. Our commitment to teamwork and a positive attitude enables us to deliver service that generates quality results for our partners. If you join our team, we ll invest in your learning and development through training programs designed to power your success.
S3 is a Credit Union Service Organization (CUSO) which is an organization, owned by credit unions. We serve credit unions by supporting their operations and delivering world class service. We support the credit union members with their loans, deposits and other financial needs to achieve their goals.
Equal Employment Opportunity
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 status.
ADA Statement & Requirements
S3 is committed to the full inclusion of all qualified individuals. In keeping with our commitment, S3 will take steps to ensure that people with disabilities are provided reasonable accommodations.
Work Environment
- This position operates in a professional office environment. This role uses standard office equipment such as computers, phones, photocopiers, filling cabinets and fax machines.
Cognitive Requirements
-
Constantly: Compile, copy and compare information; Analyze and compute information. Problem solving and critical thinking; Exercise good judgement/reasoning and resourcefully solve routine problems; Organize and handle multiple tasks and prioritize; Handle confidential/sensitive information; Exhibit excellent customer service skills
Occasionally: Perform basic mathematical computations
Physical Requirements
-
Constantly: Sit- Remaining in a seated position for long periods of time; Use hands/fingers for repetitive keyboard & hand motion; Speak coherently
Emotional Effort
- Frequent short deadlines. Work environment hectic with continual periods of high stress.
Internal/External Interaction
- Steady and ongoing with occasional periods of low volume.
Branch Member Service Representative II
Leominster, MA jobs
Job Title: Branch Member Service Representative II
Department: Leominster Branch
Department Location: Leominster, MA
Reports to: Branch Manager
Career Stream: Individual Contributor
Classification: On-site
Pay Grade: 7NE
Pay Grade Range: $21.45-$26.81-$32.18
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
Location:
Leominster, MA
(On-site)
This position will be based out of our Leominster Branch and floating to other close-by branches as needed.
Leominster Branch Hours: Monday - Wednesday: 8:30 AM - 5:00 PM; Thursday: 8:30 AM - 6:00 PM, Friday 8:30 AM - 5:00 PM Saturday: 8:30 AM - 1:00 PM.
Candidates should be flexible to work a schedule that aligns with branch operational needs.
Position Summary:
Are you passionate about helping others and delivering exceptional customer service? As a Branch Member Service Representative II (BMSRII), you'll be at the forefront of our commitment to our members. Your role will involve building lasting relationships, accurately processing financial transactions, educating members on our products and services, and making referrals that help them achieve their financial goals.
Key Responsibilities:
Open and service all types of WCU deposit and loan accounts.
Accurately process all teller transactions such as deposits, withdrawals, loan payments and check cashing, etc. as well as assist with end of day balancing.
Drive sales through service by developing a positive member experience and focusing on solutions that meet members' needs
Identify and refer members to internal business partners for small business, investments, mortgages, consumer, and insurance services.
Participate in all sales activities to achieve branch goals in product sales, loan and deposit growth, and referrals.
Provide exceptional member service by addressing and resolving inquiries, issues, and complaints promptly.
Lobby lead to ensure a positive member experience.
Qualifications:
High School diploma or equivalent required.
Minimum of one year of branch banking experience.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to
Improve the Daily Lives of our Members
. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
Comprehensive medical, dental and vision plans
Basic life and AD&D insurance, short-term disability and long-term disability
15+ days of paid time off (PTO) per year
Up to 16 hours of volunteer time off (VTO) per year
11+ paid holidays
401(k) that includes a Safe Harbor Match of up to 4%.
Tuition Reimbursement Program
Mental health resources including an Employee Assistance Program (EAP)
Individualized learning and development programs
EEO Statement:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Auto-ApplyBranch Member Service Representative II
Chelmsford, MA jobs
Job Title: Branch Member Service Representative II
Department: Chelmsford Branch
Department Location: Chelmsford, MA
Reports to: Branch Manager II
Career Stream: Individual Contributor
Classification: On-site
Pay Grade: 7NE
Pay Grade Range: $21.45-$26.81
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
Location:
Chelmsford, MA
(On-site)
This position will be based out of our Athol Branch and floating to other close-by branches as needed.
Chelmsford Branch Hours:
Monday - Wednesday: 8:30 AM - 5:00 PM; Thursday: 8:30 AM - 6:00 PM, Friday 8:30 AM - 5:00 PM Saturday: 8:30 AM - 1:00 PM.
Candidates should be flexible to work a schedule that aligns with branch operational needs.
Position Summary:
Are you passionate about helping others and delivering exceptional customer service? As a Branch Member Service Representative II (BMSRII), you'll be at the forefront of our commitment to our members. Your role will involve building lasting relationships, accurately processing financial transactions, educating members on our products and services, and making referrals that help them achieve their financial goals.
Key Responsibilities:
Open and service all types of WCU deposit and loan accounts.
Accurately process all teller transactions such as deposits, withdrawals, loan payments and check cashing, etc. as well as assist with end of day balancing.
Drive sales through service by developing a positive member experience and focusing on solutions that meet members' needs
Identify and refer members to internal business partners for small business, investments, mortgages, consumer, and insurance services.
Participate in all sales activities to achieve branch goals in product sales, loan and deposit growth, and referrals.
Provide exceptional member service by addressing and resolving inquiries, issues, and complaints promptly.
Lobby lead to ensure a positive member experience.
Qualifications:
High School diploma or equivalent required.
Minimum of one year of branch banking experience.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to
Improve the Daily Lives of our Members
. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
Comprehensive medical, dental and vision plans
Basic life and AD&D insurance, short-term disability and long-term disability
15+ days of paid time off (PTO) per year
Up to 16 hours of volunteer time off (VTO) per year
11+ paid holidays
401(k) that includes a Safe Harbor Match of up to 4%.
Tuition Reimbursement Program
Mental health resources including an Employee Assistance Program (EAP)
Individualized learning and development programs
EEO Statement:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Auto-ApplyLoan Servicing Representative
Newburyport, MA jobs
Loan Servicing Representative
The Institution for Savings, one of the oldest and most successful community banks in the region, is seeking a full-time Loan Servicing Representative to work with our Commercial and Residential team at the Bank's Newburyport Lending. Duties include but are not limited to:
Loan Set Up
Payment Processing
Tax & Insurance Processing
Payoff/Discharge Processing
Construction Loan Processing
Post-Closing Review
Quality Control
HELOC Renewals/Extensions
Investor Reporting
File Maintenance
Respond to Customer Calls/Emails
Payment Portal Review
This position is full-time with fully paid medical, dental and vision insurance, as well as dollar-for-dollar 401(k) match up to 10%; life insurance; disability plan; pension plan after 2 years of service; and generous vacation and paid-time off.
The Institution for Savings is an Equal Opportunity Employer. Member FDIC. Member DIF
Auto-ApplyResidential Loan Servicing Representative
Woburn, MA jobs
SUMMARY/OBJECTIVE: The Residential Loan Servicing Representative performs a variety of activities in conformance with established bank policies, procedures and objectives while providing the highest level of service and responsiveness to customers and co-workers.
ESSENTIAL FUNCTIONS:
Sets up new residential mortgage, construction mortgage and equity lines of credit into core processing system promptly after closing & funding.
Reviews new loans booked by other staff members for accuracy and completeness.
Maintains a log of incomplete or missing documents and follows-up with the Attorneys' office and/or branch personnel to clear up the issue.
Organizes new loan file for scanning and filing.
Performs general ledger reconciliations daily and monthly for assigned accounts.
Responds to verbal & written requests for loan payoffs from attorneys and customers.
Processes payments and payoffs daily, completes required general ledger tickets under dual control and produces balance sheet at end of day.
Receives daily hazard insurance mail and reviews the daily and weekly reports provided by our vendor for ongoing tracking.
Maintains report for Residential loans with flood insurance, ensures that coverage is adequate and in force for the life of the loan.
Responsible for the timely payments of real estate taxes for both Residential & Commercial loans. Works closely with Tax Service to maintain current data on their system and ours.
Assists with reviewing the periodic escrow disclosure notices and handles customer calls on the annual escrow analysis results.
Processes re-amortization schedules, as a result of substantial principal curtailments.
Works with the vendor to force place hazard or flood insurance when needed.
Responsible for the payment of PMI premiums, escrowed hazard & flood insurance premiums to the third-party vendor.
Monitors and maintains monthly rate changes for Adjustable Rate Mortgages. Sends notices to borrowers and responds to customer inquiries.
Prepares regular and confirmatory mortgage discharges and related correspondence for paid loans to attorneys and/or borrowers.
Performs monetary and non-monetary maintenance on covered loans under dual control.
Performs any function within scope of authority and expertise to support department goals, as assigned by the manager.
Handles a variety of internal and external residential loan servicing calls.
Receives incoming wires for loans purchased and prepares a funding sheet for manager's approval. Processes loan transfer transactions on Core Processor, on MERS and on People Soft. Ensures that the Transfer of Servicing letters are mailed to Borrowers.
Prepares outgoing wires for Investor remittances, funding of new loans and payment of real estate taxes via CoreLogic.
May serve as the Receptionist for the Residential Lending area.
JOB QUALIFICATIONS:
Familiarity with investor reporting experience is preferred.
1-3 years of experience in Residential Lending preferred.
Associates degree or equivalent relevant work experience.
Must be detailed, organized and customer service oriented.
Should possess intermediate technology skills, including knowledge of Word & Excel, and working with a core processor.
Team player with a positive attitude.
The hourly rate range for the Residential Loan Servicing Representative is $26.50 - $28.85 per hour
About Northern Bank & Trust Company
Northern Bank is a full-service bank dedicated to providing practical, common sense financial solutions to help our customers live their lives and grow their businesses. From deposit products to loans to payment and collections services, we work hands-on with our entrepreneurial customers, both locally and across the country, to provide the financial support they need to realize their personal and business goals. Founded in 1960, Northern Bank has assets of over $3 billion with 12 locations serving communities throughout Middlesex County. Northern Bank is a Member of the FDIC, and an Equal Housing Lender. For more information on online banking services, please visit ************ or follow Northern Bank on Facebook (/NorthernBankM A/), Twitter (@northernbankma), Instagram (@northernbankma) and LinkedIn (company/northern-bank-ma/).
Auto-ApplyFinancial Services Representative
Remote
Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker
Loan Servicing Representative II
Canton, MA jobs
We are looking for an experienced professional with a strong background in mortgage or real estate to join our team as a Loan Servicing Representative. This role requires a detail-oriented, proactive individual who thrives in a fast-paced environment and is passionate about delivering exceptional service to both internal and external members. If you're ready to build a career-not just find your next job-this is your opportunity to become part of something bigger.
Key Responsibilities
* Review and evaluate member and investor servicing requests, ensuring compliance with applicable procedures and guidelines
* Processing more complex servicing requests in relation to real estate secured and commercial loans
* Manage the department's ticketing system, including responding to inquiries and assigning tasks appropriately
* Maintain high task quality and ensure adherence to internal procedures
* Provide guidance, support, and training to fellow loan servicing representatives
* Meet established deadlines and performance standards for all servicing functions
* Perform additional duties as assigned to support the servicing department
Qualifications
* High School Diploma or equivalent required
* Minimum of 4 years' experience in mortgage servicing, with a focus on advanced or specialized tasks
* Familiarity with Keystone loan servicing systems preferred
* Knowledge of residential mortgage servicing required; commercial loans, HELOCs, SCRA, and investor loan servicing experience a plus
* Excellent verbal and written communication skills
* Demonstrated leadership ability and team collaboration
* Strong organizational skills with the ability to multitask and work independently
* Comfortable adapting to change in a dynamic environment
* Strong analytical and problem-solving capabilities
* Proficient in Microsoft Office Suite (Word, Excel, Outlook, etc.)
Work Schedule and Benefits
As a Loan Servicing Representative, you will work a 40-hour full-time schedule Monday through Friday.
RFCU offers a comprehensive benefits package, including Cigna medical benefits, dental benefits, vision benefits, a 401(k) plan with company match and profit-sharing potential, flexible health and dependent care plans, and life, AD&D, and LTD insurance. We also provide a generous and flexible tuition reimbursement program, along with a PTO package designed to help employees recharge and enjoy time with family and friends.
Are you ready to apply?
If this sounds like what you are looking for, then the next step is to apply! You will need to upload your resume and answer a few basic questions. Our Human Resources team will review your application to determine your qualifications for the position. Our interview process consists of an initial telephone interview with Human Resources, followed by an in-person interview with the hiring manager for qualified candidates. At that point if we are the right fit for each other, you will move to the final steps of references, credit and background check.
Apply today and join our team!
In alignment with our commitment to pay transparency, we're pleased to share that the base hourly range for this position is $22.00 - $27.00, excluding fringe benefits or potential incentives. If you're hired at Rockland Federal Credit Union, your final base pay will be determined based on factors such as skills, education, and experience. We also take pay equity seriously and consider the internal equity of our current team members as part of any final offer. Please note that the range provided reflects the full base pay for this role. We also offer a comprehensive compensation and benefits package designed to support your overall well-being and success.
Rockland Federal Credit Union 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, or protected veteran status and will not be discriminated against on the basis of disability.
Loan Servicing Representative II
Canton, MA jobs
Job Description
We are looking for an experienced professional with a strong background in mortgage or real estate to join our team as a Loan Servicing Representative. This role requires a detail-oriented, proactive individual who thrives in a fast-paced environment and is passionate about delivering exceptional service to both internal and external members. If you're ready to build a career-not just find your next job-this is your opportunity to become part of something bigger.
Key Responsibilities
Review and evaluate member and investor servicing requests, ensuring compliance with applicable procedures and guidelines
Processing more complex servicing requests in relation to real estate secured and commercial loans
Manage the department's ticketing system, including responding to inquiries and assigning tasks appropriately
Maintain high task quality and ensure adherence to internal procedures
Provide guidance, support, and training to fellow loan servicing representatives
Meet established deadlines and performance standards for all servicing functions
Perform additional duties as assigned to support the servicing department
Qualifications
High School Diploma or equivalent required
Minimum of 4 years' experience in mortgage servicing, with a focus on advanced or specialized tasks
Familiarity with Keystone loan servicing systems preferred
Knowledge of residential mortgage servicing required; commercial loans, HELOCs, SCRA, and investor loan servicing experience a plus
Excellent verbal and written communication skills
Demonstrated leadership ability and team collaboration
Strong organizational skills with the ability to multitask and work independently
Comfortable adapting to change in a dynamic environment
Strong analytical and problem-solving capabilities
Proficient in Microsoft Office Suite (Word, Excel, Outlook, etc.)
Work Schedule and Benefits
As a Loan Servicing Representative, you will work a 40-hour full-time schedule Monday through Friday.
RFCU offers a comprehensive benefits package, including Cigna medical benefits, dental benefits, vision benefits, a 401(k) plan with company match and profit-sharing potential, flexible health and dependent care plans, and life, AD&D, and LTD insurance. We also provide a generous and flexible tuition reimbursement program, along with a PTO package designed to help employees recharge and enjoy time with family and friends.
Are you ready to apply?
If this sounds like what you are looking for, then the next step is to apply! You will need to upload your resume and answer a few basic questions. Our Human Resources team will review your application to determine your qualifications for the position. Our interview process consists of an initial telephone interview with Human Resources, followed by an in-person interview with the hiring manager for qualified candidates. At that point if we are the right fit for each other, you will move to the final steps of references, credit and background check.
Apply today and join our team!
In alignment with our commitment to pay transparency, we're pleased to share that the base hourly range for this position is $22.00 - $27.00, excluding fringe benefits or potential incentives. If you're hired at Rockland Federal Credit Union, your final base pay will be determined based on factors such as skills, education, and experience. We also take pay equity seriously and consider the internal equity of our current team members as part of any final offer. Please note that the range provided reflects the full base pay for this role. We also offer a comprehensive compensation and benefits package designed to support your overall well-being and success.
Rockland Federal Credit Union 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, or protected veteran status and will not be discriminated against on the basis of disability.
Financial Service Representative/FT Onsite/Manchester
Manchester, NH jobs
Role:
To assist members and potential members with their Credit Union needs directly and through other Financial Service Representatives; provides expertise with respect to more complex Credit Union services; such as IRAs, certificates of deposit, electronic funds transfer, home banking, and lending etc.; explains services, sets up new accounts, respond to problems, and direct members to the appropriate people with their consumer lending needs; process consumer loans from start to finish.
Essential Functions & Responsibilities:
- Welcomes Members and completes transactions within a reasonable period of time, with accuracy and while equally sharing workload with other FSR's; while embracing and using the "Service Strategies" concepts. Opening accounts for new members and working to identify their perceived and unperceived needs, while maintaining absolute confidentiality in regard to internal and/or external member information.
- Remain current in regards to Products and Services by reviewing information provided. Seeking answers about such Products and Services by participating in on-going training. Using the knowledge of Triangle's products, services, and knowledge of operations, to maintain and grow the membership by applying sales strategies and lead to increased member loyalty through the use of both Service and Sales Strategies. Meet annual sales goals and maintain absolute confidentiality regarding member information.
- Interviewing applicants to secure data for completing a loan application and work towards closing loans. Input a consumer loan application, on your own, and close on a loan with supervision. Answer basic questions.
- Respond to all telephone and/or E-mail correspondences on the same day as they are received.
- Complete IRA and CD transactions; handling "teller transactions", as part of working with the members to satisfy their needs.
- Assures that appropriate records are maintained and required reports are prepared.
- Performs other related duties, as assigned.
Knowledge and Skills:
Experience
Previous Member/Customer Service or Financial Service Experience, required
Cash Handling Experience, required
Previous Lending Experience, is a plus
Education
A high school education or GED
Post-secondary education, desired
Interpersonal Skills
Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills
* Sales Acumen
* Strong Computer Skills
* Good Communication Skills
* Detailed Oriented
* Ability to Multi-task
* Problem Solving Skills, essential
* Organizational Skills
* Attention to Details
* Basic Math Skills
* Ability to work independently and part of a team
Physical Requirements
* Ability to sit for long extended periods of time
* Ability to bend, twist, squat and reach
Work Environment
Member facing/Fast Paced/Team Oriented
Triangle Credit Union is proud to be an Affirmative Action/Equal Opportunity Employer. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited to use the online application process, you may contact the Human Resources Department at ************ for other options to apply.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Auto-ApplyFinancial Service Representative/FT Onsite/Manchester
Manchester, NH jobs
Job DescriptionRole: To assist members and potential members with their Credit Union needs directly and through other Financial Service Representatives; provides expertise with respect to more complex Credit Union services; such as IRAs, certificates of deposit, electronic funds transfer, home banking, and lending etc.; explains services, sets up new accounts, respond to problems, and direct members to the appropriate people with their consumer lending needs; process consumer loans from start to finish.
Essential Functions & Responsibilities:
- Welcomes Members and completes transactions within a reasonable period of time, with accuracy and while equally sharing workload with other FSR's; while embracing and using the "Service Strategies" concepts. Opening accounts for new members and working to identify their perceived and unperceived needs, while maintaining absolute confidentiality in regard to internal and/or external member information.- Remain current in regards to Products and Services by reviewing information provided. Seeking answers about such Products and Services by participating in on-going training. Using the knowledge of Triangle's products, services, and knowledge of operations, to maintain and grow the membership by applying sales strategies and lead to increased member loyalty through the use of both Service and Sales Strategies. Meet annual sales goals and maintain absolute confidentiality regarding member information.- Interviewing applicants to secure data for completing a loan application and work towards closing loans. Input a consumer loan application, on your own, and close on a loan with supervision. Answer basic questions.- Respond to all telephone and/or E-mail correspondences on the same day as they are received.- Complete IRA and CD transactions; handling "teller transactions", as part of working with the members to satisfy their needs.- Assures that appropriate records are maintained and required reports are prepared.
- Performs other related duties, as assigned.
Knowledge and Skills:
Experience
Previous Member/Customer Service or Financial Service Experience, required
Cash Handling Experience, required
Previous Lending Experience, is a plus
Education
A high school education or GED
Post-secondary education, desired
Interpersonal SkillsWork involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills
* Sales Acumen
* Strong Computer Skills
* Good Communication Skills
* Detailed Oriented
* Ability to Multi-task
* Problem Solving Skills, essential
* Organizational Skills
* Attention to Details
* Basic Math Skills
* Ability to work independently and part of a team
Physical Requirements* Ability to sit for long extended periods of time
* Ability to bend, twist, squat and reach
Work EnvironmentMember facing/Fast Paced/Team Oriented
Triangle Credit Union is proud to be an Affirmative Action/Equal Opportunity Employer. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited to use the online application process, you may contact the Human Resources Department at ************ for other options to apply.Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Residential Loan Servicing Representative
Truro, MA jobs
Because Seamen's remains a relatively small Community Bank, it is expected that all employees will contribute above and beyond the duties that are listed in any “job description” or “posting.” In addition to the duties listed below, all employees are expected to perform any function necessary within the scope of expertise and authority to provide the highest level of customer service and to increase the productivity of the Bank. It is expected that all employees will continually strive to improve, by educational resources made available, especially regarding security and compliance procedures.
Summary: The role of the Loan Servicing Representative is to work with the AVP of Loan Servicing and in the day-to-day servicing as it pertains to all types of loans being serviced by the Department, including new loan input, report balancing, file maintenance, escrow processing, etc.
Personnel new to the position will receive training and assistance in learning all aspects of the position. The responsibilities below will be learned on the job. Candidates who are looking to explore a new role, can quickly learn, and able to “think outside the box” are encouraged to apply.
Essential Duties and Responsibilities include the following:
Reviews daily, weekly and monthly FIS reports related to rate changes, error reports, edit reports, unapplied funds, escrow processing, etc. for accuracy and makes corrections when warranted.
Reviews file maintenance of customer accounts when discrepancies are discovered. including bill maintenance, auto pay tracking and maintenance, etc.
Assist in coordinating tax escrow processing for all loans in which tax escrow is collected in accordance with bank policy & procedures.
Assist all other escrow processing and annual escrow analysis processing (ie. PMI, Life, Hazard, Flood Insurance, etc.).
Processes name and address changes, and other day-to-day file maintenance.
Issues and/or processes payoffs, loan payments, construction advances, HELOC and LOC advances as well as HELOC check reorders.
Prepares and issues Mortgage Discharge documentation, cancellation of notes, and vehicle titles to Borrowers when the loan is paid off.
Assist in monitoring ECOA Credit reporting.
Assist in Payment and Rate change Modifications.
Assist with Year End Processing such as annual statements.
Assist Fannie Mae Loan Delivery.
Inputs and uploads Construction, Residential, Consumer and Commercial Loan files into FIS system and reviews checklists to ensure all documentation is accounted for.
Assist in maintaining construction disbursements.
Assist in updating Hazard and Flood Insurance Policies and expiration.
Additional responsibilities may include:
Review, mailing, scanning and filing of Rate Change Notices, etc.
Other miscellaneous day to day duties as instructed by a manager or supervisor.
Qualifications and/or Educational Experience: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
High school diploma or equivalent, preferably with 2-4 years of bank-related experience or training.
Basic ability to read, analyze, and interpret financial reports/statements.
Requisite mathematical skills, communication skills (verbal and written), computer skills, reasoning ability, and problem-solving capabilities.
Supervisory Responsibilities: This job has no supervisory responsibilities.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee must have the ability to sit at a computer for long periods of time and be able to place and retrieve information in and from file cabinets.
Pay range: $29.89/hour - $37.44/hour
Auto-ApplyResidential Loan Servicing Representative
Truro, MA jobs
Because Seamen's remains a relatively small Community Bank, it is expected that all employees will contribute above and beyond the duties that are listed in any “job description” or “posting.” In addition to the duties listed below, all employees are expected to perform any function necessary within the scope of expertise and authority to provide the highest level of customer service and to increase the productivity of the Bank. It is expected that all employees will continually strive to improve, by educational resources made available, especially regarding security and compliance procedures.
Summary: The role of the Loan Servicing Representative is to work with the AVP of Loan Servicing and in the day-to-day servicing as it pertains to all types of loans being serviced by the Department, including new loan input, report balancing, file maintenance, escrow processing, etc.
Personnel new to the position will receive training and assistance in learning all aspects of the position. The responsibilities below will be learned on the job. Candidates who are looking to explore a new role, can quickly learn, and able to “think outside the box” are encouraged to apply.
Essential Duties and Responsibilities include the following:
Reviews daily, weekly and monthly FIS reports related to rate changes, error reports, edit reports, unapplied funds, escrow processing, etc. for accuracy and makes corrections when warranted.
Reviews file maintenance of customer accounts when discrepancies are discovered. including bill maintenance, auto pay tracking and maintenance, etc.
Assist in coordinating tax escrow processing for all loans in which tax escrow is collected in accordance with bank policy & procedures.
Assist all other escrow processing and annual escrow analysis processing (ie. PMI, Life, Hazard, Flood Insurance, etc.).
Processes name and address changes, and other day-to-day file maintenance.
Issues and/or processes payoffs, loan payments, construction advances, HELOC and LOC advances as well as HELOC check reorders.
Prepares and issues Mortgage Discharge documentation, cancellation of notes, and vehicle titles to Borrowers when the loan is paid off.
Assist in monitoring ECOA Credit reporting.
Assist in Payment and Rate change Modifications.
Assist with Year End Processing such as annual statements.
Assist Fannie Mae Loan Delivery.
Inputs and uploads Construction, Residential, Consumer and Commercial Loan files into FIS system and reviews checklists to ensure all documentation is accounted for.
Assist in maintaining construction disbursements.
Assist in updating Hazard and Flood Insurance Policies and expiration.
Additional responsibilities may include:
Review, mailing, scanning and filing of Rate Change Notices, etc.
Other miscellaneous day to day duties as instructed by a manager or supervisor.
Qualifications and/or Educational Experience: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
High school diploma or equivalent, preferably with 2-4 years of bank-related experience or training.
Basic ability to read, analyze, and interpret financial reports/statements.
Requisite mathematical skills, communication skills (verbal and written), computer skills, reasoning ability, and problem-solving capabilities.
Supervisory Responsibilities: This job has no supervisory responsibilities.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee must have the ability to sit at a computer for long periods of time and be able to place and retrieve information in and from file cabinets.
Pay range: $29.89/hour - $37.44/hour
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Financial Services Representative
Boston, MA jobs
Industry: Financial Services | Wealth Management | Insurance
Are you ready to step into a high-paying industry where your growth potential is truly exponential? We're looking for driven, motivated individuals to join our team as Financial Services Representatives.
This is more than just a career - it's a vehicle to build the life you want. You'll have the flexibility to go as fast or as steady as you choose, with no income caps and a clear path to leadership and long-term success.
Why Join Us?
Unlimited earning potential - You control your income based on the effort you put in
Incredible culture - Supportive, growth-minded, and fun team environment
Flexibility - Create your own schedule and work-life balance
Professional growth - Access to world-class training, mentorship, and resources
High demand industry - Build a career in financial services, one of the most stable and lucrative industries
What You'll Do
• Educate and guide clients on financial strategies that protect and grow their wealth
• Build lasting relationships by helping individuals and families achieve financial security
• Access cutting-edge tools, mentorship, and leadership development programs
• Set your own pace with where you want to be
What We're Looking For
• Ambitious, self-motivated, and coachable individuals
• Strong communication and people skills
• A desire to build long-term success in financial services
• Life & Health Producer License (preferred) OR willingness to obtain one with our guidance
Compensation
This is a performance-based role with uncapped earning potential. Our top representatives earn six figures and beyond their first year.
If you're ready to create a career with exponential growth, financial freedom, and an incredible culture, apply today.
Auto-Apply