Service Assistant jobs at First Citizens Bank - 609 jobs
Registered Brokerage Service Assistant
First Citizens Bank 4.8
Service assistant job at First Citizens Bank
This position provides operational and trading support to financial planning associates and clients. Facilitates high service standards by ensuring efficient daily operations. Answers client calls for operational inquiries or account requests. Responsible for compliance documentation and filing. Processes paperwork in an accurate, timely fashion. Maintains knowledge of the Bank's policies, procedures, and systems in order to resolve operational issues.
Responsibilities
* Operations Support - Addresses operational client service questions and inquiries. Researches, resolves, and communicates updates to the appropriate parties. Assists with time-sensitive operational projects and deadlines. Ensures all unsolicited client trading requests are executed correctly and in a timely manner.
* Account Servicing - Creates, maintains, and updates client accounts. Utilizes department systems to input account information such as money movement requests, cashier records, and other items. Identifies outstanding process needs or account actions and ensures all necessary documentation is present.
* Documentation - Responsible for filing, completing, and maintaining department forms, including client paperwork. Assists in processing compliance files and sourcing information needed for daily activities.
* Collaboration - Works closely with associates, management, clients, and business team in fulfilling daily requests and providing necessary information. Ensures outstanding items are appropriately followed-up and deadlines met in a team environment.
Qualifications
High School Diploma or GED and 2 years of experience in Financial Services or Brokerage industry
License or Certification Type: Must have or obtain within 180 days all required licenses: Series 7, Series 63 & 65 or 66 as well as state-specific life, health, and long term care insurance licenses RequiredSkill(s): Experience in Financial Brokerage Operations in supporting client and advisors relationships
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
$28k-35k yearly est. 26d ago
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IB Associate: Services & Industrials (Chicago)
Piper Sandler & Co 4.8
Chicago, IL jobs
A leading investment bank in Chicago is seeking an experienced Investment Banking Associate to join their Services & Industrials team. This role involves financial analysis, M&A execution, and fostering relationships within an inclusive environment. The candidate should have a bachelor's degree and 2+ years of relevant experience. The position offers a competitive salary range of $135,000 - $225,000 with additional incentive compensation.
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A leading investment bank in Baltimore is seeking an Investment Banking Associate to support the Industrial & Rental Services Group. The role involves industry research, financial modeling, pitch preparation, and mentoring Analysts. Candidates should have 2-4 years of investment banking experience and possess strong quantitative and interpersonal skills. A competitive salary between $150,000 - $170,000 along with a comprehensive benefits package is offered.
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$47k-71k yearly est. 1d ago
Mail Services Associate
Commonwealth of Massachusetts 4.7
Boston, MA jobs
Mail Services Associate - (260000A0)
The Operational Services Division (OSD) enables state government to obtain the goods and services it needs to serve the people of Massachusetts. OSD ensures that state procurements deliver best value and utilize fair, open, and competitive practices. The agency also helps thousands of businesses offer products and assistance to state agencies, local governments, and other public bodies - creating opportunities that contribute to economic growth and development. We work at the nexus between government and business and are privileged to make connections that support both sectors.
Join Our Dynamic Team
OSD's dynamic team is guided by the following values: SERVICE, PARTNERSHIP, CREATIVE‑PROBLEM SOLVING and RESPONSIVENESS. Our flexible, hybrid work environment fosters work‑life balance and collaboration, allowing us to effectively serve our state agency and local government partners so they can achieve their goals on behalf of the people of Massachusetts.
You'll be a great fit for our team if you believe in making state government work better, are forever curious and love building relationships and knowledge with partners in the public and private sectors. We look for people who can take initiative with a strong sense of urgency and enthusiasm, stay current on evolving policies, practices, industry and market trends, and consistently bring fresh ideas that contribute to a culture of innovation.
Role Summary
OSD is seeking to hire a Mail Services Associate to join the Commonwealth Print and Mail Services Team. The Mail Services Associate will operate a mail inserter, catch from the sorter, and keep accurate logs of all postage. The Associate may operate the courier van and/or truck to deliver mail and packages to state agencies and the post office. The incumbent will perform accurate record‑keeping of postal meter logs and production reports. The primary work location is 200 Arlington Street Chelsea, MA 02150. The work schedule is Monday through Friday, 7:00 AM - 3:00 PM EST, with potential after‑hours support as required. All offers of employment are conditional upon passing a Massachusetts Criminal Background Check (CORI), a security clearance (fingerprinting) consistent with IRS and/or public safety requirements, and security training.
Key Responsibilities
Demonstration of flexibility in accepting assignments and taking initiative where needed
Operating inserting equipment to ensure output is available in a timely manner
Operating inserting equipment to ensure output is accurate and meets client expectations
Operating all peripheral equipment in the print/mail shop to ensure all product output is accurate and meets quality requirements
Verify jobs are produced in their entirety by comparing product to reports
Breaking down jobs by hand or machine and arranging for distribution of output
Arranging for distribution of output to subsequent processing functions or external points
Document and report all problems with machinery to shift supervisor to minimize downtime and notify vendors if required
Providing general support and assistance to other operators as needed to ensure jobs are produced in a timely manner
Perform standard maintenance on machines to ensure maximum uptime
Follow standard operating procedures
Maintain prompt communication with both coworkers and clients, delivering information clearly and respectfully
Maintain a clean work area and safe work area
Perform detailed review of input/output data for completeness and accuracy
Perform related duties as required
Preferred Qualifications
Basic knowledge of USPS requirements.
Ability to operate various mail service equipment.
Basic knowledge of the methods and techniques used in the operation, adjustment, and care of machines.
Ability to operate computer equipment.
Ability to uncover and report errors and correct them before distribution of output.
Ability to maintain accurate records.
Ability to make periodic reports on the status of work being performed.
Ability to work in a team setting.
Qualifications
First consideration will be given to those applicants that apply within the first 14 days.
Minimum entrance requirements: Applicants must have at least two years of full‑time, or equivalent part‑time, experience in electronic data processing work, with major duties including the operation of the console of a computer and/or peripheral devices used in support of computer operations, or any equivalent combination of the required experience and the substitutions below.
An Associate's degree or higher with a major in the field of data processing may be substituted for one year of the required experience.
A diploma for completion of a one‑year full‑time, or equivalent part‑time, program in a recognized non‑degree granting business or vocational/technical school above the high school level with a major in the field of data processing may be substituted for one year of the required experience.
An official transcript from a recognized business or technical/vocational school as evidence of completion of a program consisting of at least 650 hours of instruction in computer programming/operation may be substituted for one year of the required experience.
Graduation from the data processing course of a recognized vocational/technical high school may be substituted for one year of the required experience.
Education toward such a degree or diploma will be prorated on the basis of the proportion of the requirements actually completed.
Special Requirements: None.
Comprehensive Benefits
When you embark on a career with the Commonwealth, you are offered an outstanding suite of employee benefits that add to the overall value of your compensation package. We take pride in providing a work experience that supports you, your loved ones, and your future.
Want the specifics? Explore our Employee Benefits and Rewards!
Equal Opportunity / Diversity Statement
An Equal Opportunity / Aff… (briefly keep the main statement) …
The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC) may self‑select out of opportunities if they don't meet 100 % of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role.
Contact
If you have Diversity, Aff… questions or need a Reasonable Accommodation, please contact Diversity Officer / ADA Coordinator: Ashley Pierce - ************.
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$49k-75k yearly est. 1d ago
Loan Servicing Associate
Royal Business Bank 4.1
Los Angeles, CA jobs
Performs loan servicing functions; complies with all Bank lending policy and procedures, and regulations which apply within the scope of the position, including Bank Secrecy Act.
Perform loan servicing from new loan barding, process and monitor loan payment transactions, payoff demand requests, loan payoffs, insurance tracking and rate changes;
Coordinate daily activities and functions of loan servicing to ensure proper interpretation and implementation of all regulatory requirements and bank policies;
Assist customers and staff with loan-related inquiries;
Perform loan account maintenance;
Ensure compliance with all applicable government, investors, and bank regulations;
Perform other duties as assigned
QUALIFICATIONS
EDUCATION: AA degree or equivalent
EXPERIENCE: No experience required. Experience in mortgage servicing/lending is a plus
SKILLS/ABILITES
Strong interpersonal and customer service skills
Positive attitude
PC proficiency in Microsoft Office
Detail-oriented and follow-through skills.
Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future.
WHY WORK FOR US?
Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago, and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to:
Medical insurance
Vision insurance
Dental insurance
401(k)
Disability insurance
Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
$36k-43k yearly est. 2d ago
Servicing Transfer Associate
Cornerstone Capital Bank 3.3
Englewood, CO jobs
***No agencies or 3rd party Recruiters please. Thank you! ***
Who we are:
Cornerstone Servicing, a division of Cornerstone Capital Bank, is a best-in-class mortgage servicer with a reputation for amazing service, customer satisfaction, employee retention and happiness! We employ people who are passionately committed to Cornerstone's Mission, Vision & Core Convictions.
We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us.
Who we are looking for:
Cornerstone Servicing is seeking a Servicing Transfer Associate that will be a quick learner and have strong organizational and project management skills to ensure timely processing of loan images during a servicing transfers.
The responsibilities include, but are not limited to, review of inbound loan images, mapping and transformation, successful and timely ingestion of images into the image repository, reconciling expected images to actual images ingested and working with counterparties on missing documents. This will require communications with clients, internal IT, internal business units and external counterparties such as previous servicers and vendors. Additionally, this role may be responsible for other departmental tasks including assisting with Cornerstone Servicing pre and post-transfer communications and basic loan transfer coordination.
A successful candidate will also be able to participate in departmental projects, be detail oriented, have strong verbal and written communication skills, be able to facilitate meetings efficiently and will be able to manage multiple projects at a time.
Location: Onsite daily in Englewood, CO
Compensation: $50-60k/yr
Key Responsibilities:
Reviewing the image pipeline daily to ensure adherence to all SLAs related to the image ingestion process. Pipeline used to track milestones of the image ingestion process.
Updating the image pipeline daily to ensure proper tracking and status of each transfer. Pipeline will be used for management SLA reporting.
Working with transfer team and counterparties on receipt of images.
Mapping counterparty documents to Cornerstone Servicing naming conventions and ensure all images are uploaded timely to the image repository.
Completing an image reconciliation by comparing received images and ingested images.
Working with transfer team and counterparties to resolve missing document requirements.
Working with business units to identify and create new document classifications.
Use strong verbal and written communication skills to collaborate with counterparties, vendors, and internal partners including setting agenda items and updating a project plan for each transfer.
Responsible for initiating and actively participating in ad-hoc and routine meetings.
Escalate, when necessary, all roadblocks impacting image requirements and SLA adherence.
Provide assistance as necessary on other department tasks related to the onboarding or deboarding of loans.
What you'll need to be successful:
Bachelor's Degree preferred, or equivalent years of experience
3+ years of mortgage servicing or origination experience
Strong ability to multitask while maintaining proper attention to detail and while prioritizing a diverse workload with time-sensitive deadlines
Strong time and organizational management skills
Exceptional interpersonal skills in addition to verbal/written communication in a clear, concise, and professional manner
Ability to identify key origination and servicing documents
Intermediate/advanced experience with Microsoft Excel
Ability to analyze data for patterns and anomalies
Experience with Black Knight's MSP Servicing system preferred
What we offer:
Because we recognize and reward hard work, we offer a competitive salary, a full benefits package, and the potential for a performance-based bonus.
What to do next:
If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're a part of our Cornerstone team, we'll continue to invest in you as a valuable asset to our company. As many of our team members can tell you, there's something special about working at Cornerstone.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$50k-60k yearly 3d ago
OSP Permit Coordinator
Eaton Fiber 4.7
Bergenfield, NJ jobs
Eaton Fiber is seeking an experienced Permitting / Right of Way Coordinator to be the subject matter expert on all permitting of a large fiber deployment in the various markets. Experience in right-of-way and encroachment permits for telecommunication build preferred. Candidate must have local permitting experience and an understanding of the permitting application process for multiple Jurisdictions.
Requirements and Responsibilities
In conjunction with Engineering, coordinate and acquire permits and agreements in all aspects of an Eaton Fiber build deployment project.
Oversee the movement of permits from design by the vendor to the jurisdiction.
Oversee relations between our vendor and the jurisdictions as well as manage the quality and direction requested by the jurisdiction and intervene when necessary to ensure that permit requirements are being fulfilled.
Ensure all permit payments are timely and invoiced appropriately
As necessary, interfaces with jurisdictional staff to ensure compliance with applicable laws, codes, and ordinances, and leverage regulatory status to support deployment objectives.
Collaborates and coordinates with internal functional groups to resolve permit issues and achieve project milestones, ensuring on-time and on-budget network delivery.
Tracks permit project progress and maintain accurate data entry.
Coordinates network permitting functions, including reviewing project reports, identifying issues, and ensuring adherence to cycle times and project forecasting accuracy.
Ensures all permits are submitted in a timely manner to ensure fiber build projects are not delayed.
Ensure are permits are worked in a timely manner and are closed with the issuing authority correctly.
Other duties as maybe assigned.
What we are looking for:
Bachelor's degree and min 5+ years of permitting experience in either the engineering, construction, architecture, or telecommunications industries;
Experience with and understanding of wireline technologies specifically OSP fiber builds (buried/aerial, UG)
Familiarity with coordinating ROW issues and managing OSP for aerial Fiber Optic networks.
Ability to manage permitting processes, including highway, railroad, city, county, state, and municipal requirements for telecommunications construction.
Local knowledge of traffic control permitting requirements.
Expertise in Microsoft Office programs and Adobe Acrobat. Working knowledge of Google Earth/Maps.
Highly organized, self-starter, and detail-oriented with excellent time management and strong attention to detail.
Possess strong professional written, verbal, and interpersonal communication skills, including the ability to negotiate, build consensus, and provide solutions to problems.
Ability to take direction with ease, including changes to schedule and workflow priorities, and work independently or as a team member.
Critical thinking skills to make assessments and provide solutions to problems.
$46k-59k yearly est. 4d ago
LGEIS Office Assistant
LGE Community Credit Union 4.3
Dallas, GA jobs
This position is responsible for assisting staff by taking phone calls, checking emails, and directing client inquiries to the appropriate department. Additional duties of the LGEIS Office Assistant will include processing paperwork, reporting, and helping to maintain the highest quality of service possible. Job seekers should be organized professionals who bring a positive, problem-solving energy to the office. We are looking for a detail-oriented, friendly, and personable insurance office assistant.What You'll Do
Answers phone calls and emails from clients promptly, and directs inquiries/requests to the appropriate staff to ensure client satisfaction
Collects/inputs departmental data, prepares/distributes reports, maintains physical and electronic files to support LGEIS agents
Support LGEIS by maintaining carrier information which includes:
Statement reconciliation, Policy downloads/reconciliation, Gathering carrier promotional data for campaigns, Maintain vendor/carrier contacts via applicable formats
Highlight LGEIS services by creating and supporting online marketing, brochures, email campaigns, and social media
Plan community events to create marketing opportunities for our client base in order to foster brand awareness and visibility
Maintain agency/insurance company manuals to maintain compliance with state insurance commission regulations
Maintain Agency Calendar
Distributes mail, packages, or office supplies within CUSO/LGEIS
Proactively seek opportunities to gain and stay abreast of insurance industry knowledge
Maintain familiarity with and follow all policies, procedures and processes which have been established in order to meet compliance requirements of all applicable federal regulations. The regulations include but are not limited to the Privacy Act, Office of Foreign Assets Control (OFAC), Bank Secrecy Act (BSA), Reg. CC and Patriot Act
Who You Are
Required: High School Diploma
Required: 2+ years customer service experience
Required: Proficient in Microsoft Word, Excel, PowerPoint, and general office skills * Preferred: Property & Casualty Insurance industry experience
Must be able to maintain a high level of confidentiality
Ability to multi-task, strong attention to detail, and excellent time management skills
Ability to coordinate and carry out details efficiently
Excellent telephone etiquette
Human relation skills evidenced by both verbal and written communications
Proficient math and analytical skills
$27k-31k yearly est. 3d ago
Vehicle Repair Coordinator - Fixed Term
Element Fleet Corporation 4.8
Maryland jobs
Get started on an exciting career at Element!
Element employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like-minded people on our team.
About the Role
We're looking for a highly skilled and experienced professional to join our team as Coordinator, Vehicle Repair in a 12 month, fixed term position. In this role, you will oversee vehicle repair operations in the field and provide guidance to vehicle repair technicians. You will ensure the timely and efficient repair and maintenance of the fleet while supporting data-driven decisions, compliance, and operational effectiveness.
What You'll Do
Ensure the timely and efficient repair and maintenance of all LMR vehicles in the field.
Respond to client queries and analyze data to make meaningful recommendations to support sound vehicle decisions.
Develop and implement maintenance schedules and procedures to maximize vehicle performance and minimize downtime.
Maintain and enhance vendor relationships at the field operations level to meet or exceed program performance targets.
Provide guidance on the daily operations of the field vehicle repair function within the LMR team.
Support and partner with field vehicle repair coordinators by providing guidance, training, and support.
Coordinate with internal departments to prioritize and schedule vehicle repairs based on operational needs.
Collaborate with vendors and suppliers to source cost effective parts and equipment.
Monitor and analyze repair data to identify trends, performance issues, and areas for improvement and make recommendations to leadership.
Maintain accurate records of repairs, parts inventory, and maintenance history for the LMR fleet.
Basic Qualifications
High school diploma or equivalent required
Proven experience in vehicle repair and maintenance with a focus on fleet management.
Minimum of intermediate level proficiency with Excel and other Microsoft applications.
Valid driver's license
Proficient in spoken and written English
Preferred Qualifications
Education: College/University degree preferred.
ASE certifications
Experience supporting people in cross functional settings is preferred.
Strong leadership skills with the ability to motivate and mentor a team.
Excellent technical knowledge of vehicle systems, diagnostics, and repair tools.
Ability to analyze repair data to identify opportunities for improved efficiency and cost savings.
Location: US Remote
The hiring base salary range for this position is $60,400 - $83,100 annually. Actual compensation within this range will be dependent upon the individual's knowledge, skills, experience, equity with other team members, and alignment with market data. Please note that the disclosed salary range is solely for candidates hired to perform work within this geographic location. Candidates hired to work in other locations will be subject to the pay range associated with that location.
What's in it for You
* A culture of innovation, empowerment, decision-making, and accountability
* Comprehensive health and welfare benefits that serve the needs of you and your family and foster a culture of wellness
* Additional benefits and amenities, including paid time-off programs (vacation, sick leave, and holidays)
Applicants will be required to undergo a background check only if and after a conditional offer of employment has been extended.
Element Fleet Management and its wholly owned subsidiaries are an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, genetic information, sex, gender identity, sexual orientation, age, marital status, family status, ancestry, national origin, citizenship, physical or mental disability, veteran status, military obligations or any other characteristic protected by federal, state and local laws. Disability-related accommodations during the application and interview process are available upon request.Should you require an accommodation with our hiring process please send an email to
or call . Element Fleet Management also uses AI-assisted tools to help screen and assess applications. These tools analyze information you provide (for example, your rsum and screening responses) to identify job-related skills, qualifications, and experience. AI outputs do not by themselves determine whether you advance or receive an offer - they assist recruiters and hiring managers. Final hiring decisions are made by people.
Know Your Rights: Workplace discrimination is illegal
$60.4k-83.1k yearly 3d ago
Mortgage Foreclosure Coordinator
First National Bank of Pennsylvania 3.7
Pittsburgh, PA jobs
Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania. 15219.Join our team. Make a difference - for us and for your future.Position Title: Mortgage Foreclosure Coordinator Business Unit: Mortgage Administration Reports To: Supervisor of Mortgage Default Servicing
Position Overview:
This position is primarily responsible for the day-to-day handling of mortgage secured loans in late stage delinquency, including but not limited to collections, loss mitigation and foreclosure management. The incumbent is responsible for attempting to contact the borrower to initiate a plan to cure the delinquency to avoid foreclosure initiation. If no plan can be made, the incumbent compiles required data to initiate the foreclosure referral to outside counsel. The incumbent will manage vendors and ensure compliance with investor and insurer, state, federal and Bank requirements.
Primary Responsibilities:
Monitors foreclosure loans and ensures that foreclosure actions on individual accounts are completed in a timely manner according to investor and insurer, state and regulatory guidelines minimizing financial losses to the corporation. Analyzes and designs strategies to minimize all losses via management of attorney and to enhance overall foreclosure process.
Effectively manages assigned queued accounts by setting appropriate follow-up and next steps to adhere to investor/Bank guidelines and procedures. Conducts field maintenance within the general servicing and collection system to ensure adherence to FCRA and Bank policies related to status fields. Completes equity analysis and provides recommended course of action such as charge off/legal action.
Ensures collection system is clearly and fully documented related to all collection, loss mitigation and foreclosure calls, emails and written communication. Responsible for the review, approval and tracking of vendor invoicing. Conducts SCRA search in accordance with Bank policy. Monitors property condition and escalates situations in which the condition is compromised.
Gathers and analyzes research data such as statutes, decisions and legal articles, codes and documents. Reviews and validates legal documents including discovery, briefs, pleadings, appeals, contracts and affidavits. Serves as a Bank representative at hearings, depositions and mediations. Maintains attorney communication via phone/email.
Manages the compliance related aspects of the residential mortgage division to insure that functions conform to CFPB, OCC, SCRA, FCRA, FDCPA and other state, federal and Bank requirements. Responsible for special projects and reporting required by investors such as FHLMC/FNMA/FHLB. Maintains current data of new and pending laws and regulations directly affecting the division
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
High School or GED
Minimum Years Experience:
5
Special Skills:
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Excellent project management skills
Ability to work and multi-task in a fast paced environment
MS Word - Intermediate Level
MS Excel - Intermediate Level
Ability to use a personal computer and job-related software
BA or BS preferred. Experience in servicing GSE-Portfolio Foreclosure, Bankruptcy and Collection loans. Familiar with general mortgage servicing practices. Excellent negotiation skills.
Special Licenses and Certificates:
N/A
Physical Requirements:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$38k-64k yearly est. 3d ago
IRIS Coordinator I
Firstlight Federal Credit Union 4.2
El Paso, TX jobs
The Insurance Retirement Investment Services (IRIS) Coordinator position requires supporting the advisor in all tasks and responsibilities related to income generating activities. The coordinator is responsible for providing administrative support to the licensed (IRIS) Financial Representative and administers the IRIS Financial Services marketing plan. Responsible for performing a broad variety of IRIS services such answering questions regarding Credit Union's products and services for members/non-members. Also responsible for cross-selling credit union services and assists or refers members/non-members with any questions or concerns that arise. Ensures that appointments are set up and confirmed for designated Financial Representative including share certificates maturing and annuities coming out of surrender.
Job Qualifications
EDUCATION/CERTIFICATION:
High school diploma or equivalent. Ability to complete LPL Career Academy within one (1) year of employment.
EXPERIENCE REQUIRED:
One (1) year of financial institution experience or three (3) years of customer service experience.
FirstLight Federal Credit Union is proud to be an Equal Opportunity workplace and an Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Scan QR Code for information.
$37k-45k yearly est. 5d ago
Employee Services Generalist
Think Bank 4.6
Rochester, MN jobs
Think is seeking a collaborative team member to join the Employee Services team as an Employee Services Generalist. In this role, you will support Think and its employees by serving as a key resource for both staff and managers on matters related to benefits, payroll, hiring, and staffing.
As an Employee Services Generalist, you will apply strong attention to detail while processing payroll to ensure accurate paychecks, benefit elections, and payroll reporting. You will also serve as a liaison for our HRIS (Human Resources Information System), ensuring accurate employee data and acting as a subject matter expert on system functionality, reporting, upgrades, and enhancements. Additionally, you will maintain comprehensive knowledge of Think's benefit programs, employment laws and regulations, and required reporting processes.
Aligned with Think's mission and values, you will collaborate closely with the Employee Services team to support recruitment efforts for open positions. This includes partnering with managers to understand skill needs and hiring priorities, conducting phone interviews, coordinating interview scheduling, assisting with background checks, and monitoring the status of all applicants.
Additional responsibilities include:
* Meet with employees to complete benefits enrollment and answer initial employment and benefits questions
* Maintain accuracy of department systems by coordinating benefit information including new employee enrollment and change reporting; Work with insurance carriers to process the proper documentation
* Develop and provide reporting as requested, including monthly/quarterly reports, Form 5500 for appropriate benefit plans, and annual ACA reporting
* Prepare for and participate in 401(k) Plan and Worker's Compensation audits
* Process market analysis of positions as assigned, including recommendations on exemption classification
* Conduct exit interviews with departing employees and provide appropriate feedback to management
* Represent Think as an employer of choice via networking and participation in community events
* Answer employment-related questions for employees and managers
Education and experience:
* Two years' customer service or administrative experience
* High school diploma, GED, or equivalent; Associate degree in Human Resources, Business or related field preferred
* PHR or SHRM-CP certification preferred
Compensation: $37.71/hour; non-exempt
Benefits: The position is eligible for a full benefits package including:
* Health insurance with HSA contribution
* Dental insurance
* Vision insurance
* Up to 23 days of PTO annually
* Seven paid holidays
* Four weeks of paid family leave
* Up to 7.5% 401(k) employer match
* Tuition reimbursement
* Clothing allowance
Think's open culture empowers employees to provide the best financial care to customers every single day. Our professional compensation plan is passionate about quality of business outcomes and helping customers achieve peace of mind. We are not focused on quantity, as compensation is not directly related to the number of accounts opened or volume produced.
At Think Bank, we're focused on delivering on the promise of being a great place to work, and one of the ways we accomplish this is by creating an environment where all employees feel they have the opportunity to achieve their goals. We value our differences - in thought, style, culture, ethnicity, and experience - and understand that diversity and inclusion are good for business and make our company stronger.
$37.7 hourly 3d ago
Loan Servicing Assistant
Farm Credit Services of America 4.7
Columbia, SC jobs
Loan ServicingAssistant - Columbia, SC (Hybrid)
The Loan ServicingAssistant supports the servicing of mortgage loans. Work may entail working with sub-servicers on default and/or non-default loans. Responsibilities may include processing routine transactions, documenting loan history, responding to customers, investors, or other 3rd party inquiries, researching and/or preparing documentation, or analyzing requests in accordance with established guidelines and determining the appropriate course of action.
What You'll Do:
Handle inbound mortgage-related inquiries, resolve issues, or escalate as needed.
Enter, monitor, and close cases in the Bank's case management system.
Create and track escalated requests and complaints in CSG Assyst.
Retrieve, maintain, and update customer account information across systems.
Collaborate with sub-servicers to process adjustments, corrections, and changes.
Review and execute interest rate reduction modifications and recast requests.
Ensure compliance with mortgage regulations, policies, and service standards.
Scan and update executed documents and loan data in sub-servicing systems.
Prepare and review reports for audits, investor requirements, and regulatory reviews.
Perform additional duties, including monitoring claims, updating procedures, and supporting OFAC and annual reviews.
What You'll Need:
High school diploma required.
2-3 years of customer service experience; 1-2 years of mortgage experience preferred.
Strong follow-up, problem-solving, and analytical skills.
Excellent written and verbal communication abilities.
Proficient in Microsoft Office and other business applications.
Ability to manage multiple priorities in a fast-paced environment with minimal supervision.
Maintain confidentiality and professionalism at all times.
$28k-44k yearly est. Auto-Apply 60d+ ago
Lending Services Assistant
Century Savings Bank 4.6
Vineland, NJ jobs
Under the general supervision of the Residential & Consumer Loan Officer, the Lending ServicesAssistant is responsible for performing ongoing activities to support the Commercial, Mortgage and Consumer Lending functions. The position will provide for optimal delivery of customer service in conformance with established policies and procedures for this area. This position includes but is not limited to the following responsibilities:
Role and Responsibilities
· Performs all daily functions of loan servicing including but not limited to; processing incoming payments, payoff requests, wires, mail, line draw requests, inbound calls, file creation and retention.
· Handle all aspects of insurance tracking including but not limited to; maintaining contact with insurance companies for policy updates, process loan system changes with accuracy, actively manage the insurance expiration report.
· Responsible for handling the preparation, encumbrance, recordation, cancellation of all collateral instruments which will require contacting County Offices, Attorney's and Title Agencies for follow up.
· Perform all real estate tax related tasks including but not limited to; escrow analysis, quarterly payment of taxes and verification of tax payment status.
· The position will work closely with Lending Officers in the preparation of all loan closing related tasks including but not limited to; documenting loans through Laser Pro, preparation of modifications and extension agreements, coordination of various search requests, ordering and reviewing appraisals, handling of loan disbursements, maintain strict adherence to compliance and audit standards (including Beneficial Ownership, OFAC and File Checklists), ensuring the loan is properly approved and conditions of approval are met.
· Perform all loan system related tasks including but not limited to; originating a new loan, maintaining an existing loan, processing payments, collateral and insurance record updates, payoff transactions and ensuring accuracy of codes and categories.
· Performs other related duties as assigned.
See attached job description for additional detail.
$29k-33k yearly est. 16d ago
Lending Services Assistant
Century Savings Bank 4.6
Vineland, NJ jobs
Under the general supervision of the Residential & Consumer Loan Officer, the Lending ServicesAssistant is responsible for performing ongoing activities to support the Commercial, Mortgage and Consumer Lending functions. The position will provide for optimal delivery of customer service in conformance with established policies and procedures for this area. This position includes but is not limited to the following responsibilities:
Role and Responsibilities
· Performs all daily functions of loan servicing including but not limited to; processing incoming payments, payoff requests, wires, mail, line draw requests, inbound calls, file creation and retention.
· Handle all aspects of insurance tracking including but not limited to; maintaining contact with insurance companies for policy updates, process loan system changes with accuracy, actively manage the insurance expiration report.
· Responsible for handling the preparation, encumbrance, recordation, cancellation of all collateral instruments which will require contacting County Offices, Attorney's and Title Agencies for follow up.
· Perform all real estate tax related tasks including but not limited to; escrow analysis, quarterly payment of taxes and verification of tax payment status.
· The position will work closely with Lending Officers in the preparation of all loan closing related tasks including but not limited to; documenting loans through Laser Pro, preparation of modifications and extension agreements, coordination of various search requests, ordering and reviewing appraisals, handling of loan disbursements, maintain strict adherence to compliance and audit standards (including Beneficial Ownership, OFAC and File Checklists), ensuring the loan is properly approved and conditions of approval are met.
· Perform all loan system related tasks including but not limited to; originating a new loan, maintaining an existing loan, processing payments, collateral and insurance record updates, payoff transactions and ensuring accuracy of codes and categories.
· Performs other related duties as assigned.
See attached job description for additional detail.
$29k-33k yearly est. 15d ago
Service Assistant
Pmg Auto Sales 4.1
Bryan, TX jobs
Bryan College Station Toyota is looking for self-motivated individuals who would like to start as a ServiceAssistant. ServiceAssistants welcome all customers as they arrive in a warm and helpful manner. This position confirms appointment details and notifies the appropriate consultant of guest arrival, in addition to transporting customer vehicles to the appropriate location within the dealership. Assistants also thank guest upon departure and seek feedback on their visit.
Our automotive group, Purdy Group, believes and thrives on the values of Fun, Care, and Accountability. A ServiceAssistant at Purdy Group wants to deliver amazing results while also working as an invaluable teammate to his fellow associates. These values should resonate with you in order to be successful.
What you'll do:
• Welcome customer in a friendly and professional manner to determine the needs of the customer.
• Guests with appointments - radio consultant with appointment details to advise of customers arrival.
• Guests that do not have appointments - determine their need and direct to the appropriate consultant and/or appropriate parking location.
• Transport customer vehicles to the shop, through the car wash, or waiting area.
• Thank customers as they are leaving and seek feedback on their visit. If negative feedback is provided, contact the General Manager immediately.
• Other duties that may be assigned by management.
What we offer:
• Hourly pay
• Medical, Dental, & Vision insurance plans
• 401(k) with company-match
• Paid-time-off (PTO), including closed for winter holiday
• Associate purchase program
Qualifications
What we're looking for:
• Customer Oriented - Ability to take care of the customers' needs while following company procedures.
• Active Listening - Ability to actively attend to, convey, and understand the comments and questions of others.
• Dependability - Takes responsibility for own actions; completed assignments in an ethical and mature manner.
• Safety Awareness - Ability to identify and correct conditions that affect employee safety.
• Team Work - Interpersonal and effective communication skills as well as an understanding for cultural differences.
• Education: High School Graduate or General Education Degree (GED)
• Experience: 1 plus years of experience in Customer Service/Retail Industry (preferred), valid driver's license required
$26k-37k yearly est. 12d ago
Loan Servicing Assistant
Adams Bank and Trust 4.0
Ogallala, NE jobs
We're looking to add a detail oriented, organized, and team centric member to our loan servicing department!
Although this role has the privilege to work with team members across four states, your work space must be located at the Operations Center in Ogallala, NE.
This position performs loan processing, closing, set-up, and follow-up (servicing) responsibilities associated with the documentation and posting necessary in granting credit to the Bank's borrowers. The ability to prioritize multiple tasks/requests, attention to detail, and working individually as well as within a team are necessary for success in this role. Some type of banking experience is preferred, especially in regards to lending processes.
Please refer to the job description for more details.
$27k-30k yearly est. 10d ago
Loan Servicing Assistant
Adams Bank and Trust 4.0
Ogallala, NE jobs
We're looking to add a detail oriented, organized, and team centric member to our loan servicing department!
Although this role has the privilege to work with team members across four states, your work space must be located at the Operations Center in Ogallala, NE.
This position performs loan processing, closing, set-up, and follow-up (servicing) responsibilities associated with the documentation and posting necessary in granting credit to the Bank's borrowers. The ability to prioritize multiple tasks/requests, attention to detail, and working individually as well as within a team are necessary for success in this role. Some type of banking experience is preferred, especially in regards to lending processes.
Please refer to the job description for more details.
$27k-30k yearly est. 9d ago
Financial Services Assistant
Fort Worth Community Credit Union 4.2
Bedford, TX jobs
Work hours are generally 7:45am - 4:30pm Monday - Friday. These hours will vary within the range of 7:30 am - 6:00 pm as determined by the duties assigned. Summary: Financial ServicesAssistant duties include tasks for ACH, Share Draft, Wires, Plastic Cards, Mobile Deposits, IRA report reviews and Required Minimum Distributions (RMDs), as well as various balancing duties for same day processing. Additional duties include a variety of support tasks within the Financial Services Department. This position also supports front office staff by answering inquiries according to current FTWCCU policies, and provides direct member contact as required.
Requirements: The ideal candidate will possess a thorough understanding of and experience with electronic payment systems and applications used in financial institutions, including ACH, wire transfers, and debit cards. Must have demonstrated experience reconciling and balancing these processes in a daily deadline driven environment. Additional requirements include: superior attention to detail; excellent analytical, organizational, and time management skills; ability to problem solve, multi-task, and learn highly detailed tasks quickly; be a dependable team player who can also work independently; strong business communication skills (verbal and written) with the ability to clearly present suggestions and information, and a professional attitude.
Previous financial institution experience is required, preferably in a credit union. Proficiency with basic office functions is essential: IT skills (maneuvering around Windows-based programs, advanced Excel and Access skills, and the ability to use a variety of technical systems), email, 10-key calculator. Experience with XP2 and the ability to perform query writing in SQL, Monarch and Crystal Reports is preferred.
Benefits: Full benefits package including medical, dental, and vision coverage, as well as paid vacation, sick time and 11 paid holidays, plus a paid day off for your birthday. We also offer an excellent 401(k) plan, Employee Assistance Program, and business casual dress code.
$25k-31k yearly est. 11d ago
Service Assistant
Pmg Auto Sales 4.1
Huntsville, TX jobs
Huntsville Toyota is looking for self-motivated individuals who would like to start as a ServiceAssistant. ServiceAssistants welcome all customers as they arrive in a warm and helpful manner. This position confirms appointment details and notifies the appropriate consultant of guest arrival, in addition to transporting customer vehicles to the appropriate location within the dealership. Assistants also thank guest upon departure and seek feedback on their visit.
Our automotive group, Purdy Group, believes and thrives on the values of Fun, Care, and Accountability. A ServiceAssistant at Purdy Group wants to deliver amazing results while also working as an invaluable teammate to his fellow associates. These values should resonate with you in order to be successful.
What you'll do:
• Welcome customer in a friendly and professional manner to determine the needs of the customer.
• Guests with appointments - radio consultant with appointment details to advise of customers arrival.
• Guests that do not have appointments - determine their need and direct to the appropriate consultant and/or appropriate parking location.
• Transport customer vehicles to the shop, through the car wash, or waiting area.
• Thank customers as they are leaving and seek feedback on their visit. If negative feedback is provided, contact the General Manager immediately.
• Other duties that may be assigned by management.
What we offer:
• Hourly pay
• Medical, Dental, & Vision insurance plans
• 401(k) with company-match
• Paid-time-off (PTO)
• Associate purchase program
Qualifications
What we're looking for:
• Customer Oriented - Ability to take care of the customers' needs while following company procedures.
• Active Listening - Ability to actively attend to, convey, and understand the comments and questions of others.
• Dependability - Takes responsibility for own actions; completed assignments in an ethical and mature manner.
• Safety Awareness - Ability to identify and correct conditions that affect employee safety.
• Team Work - Interpersonal and effective communication skills as well as an understanding for cultural differences.
• Education: High School Graduate or General Education Degree (GED)
• Experience: 1 plus years of experience in Customer Service/Retail Industry (preferred), valid driver's license required