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Specialist jobs at Inter National Bank - 494 jobs

  • Support Services Specialist I

    International Bancshares 4.2company rating

    Specialist job at Inter National Bank

    IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects its dedication to the growth and success of its employees, customers and communities. IBC bank hires talented, creative and dedicated individuals to help our business succeed. We are a company that values leadership, community engagement and relationship building that leads to a culture of excellence. We are currently seeking to fill positions across all business segments. IBC's focus is to be customer centric and strive to provide excellent customer experience. Time Type: Full time This is an in-office position. Department: 750 Support Services Job Summary: Responsible for a variety of general maintenance repairs, upkeep and maintenance duties throughout the bank. Maintains grounds and interior of IBC locations to ensure a clean, orderly, and healthy environment. : ESSENTIAL JOB FUNCTIONS The statements on this job description are intended to describe the general nature of level of work being performed by incumbents. They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents. Conducts facilities and ground inspections Maintains bank vehicles Performs basic upkeep such as water filters, door and equipment battery replacement, flag exchanges, pest control, painting of poles, curbs, equipment, etc. Basic grounds maintenance such as window washing, debris pick up, exterior stain removal Maintain cleanliness of furniture and carpet Maintain upkeep and organization of market warehouse Shred document collection and disposal Performs mailroom operations, gathering, distributing mail Perform other related duties as assigned SKILLS Repairing - fixtures or systems using the appropriate tools Troubleshooting - determines causes of malfunctions and determining course of action Maintain a Valid State Issued Driver's License Equipment Selection - proper use of ladders, hand and power tools in accordance to safety requirements PHYSICAL WORKING CONDITIONS Must work indoor and outdoor year-round Requires stooping, kneeling, crawling, bending, turning, reaching, and lifting up to 50 lbs. of equipment and tools Must work in and around dust, fumes, and odors Must be able to work in high places EDUCATION/REQUIREMENTS High School diploma or GED equivalent
    $26k-41k yearly est. Auto-Apply 58d ago
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  • Foreign Exchange Wire Specialist I

    International Bancshares 4.2company rating

    Specialist job at Inter National Bank

    IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects its dedication to the growth and success of its employees, customers and communities. IBC bank hires talented, creative and dedicated individuals to help our business succeed. We are a company that values leadership, community engagement and relationship building that leads to a culture of excellence. We are currently seeking to fill positions across all business segments. IBC's focus is to be customer centric and strive to provide excellent customer experience. Time Type: Full time This is an in-office position. Department: 330 Foreign Operations Job Summary: The Foreign Exchange Wire Specialist I is responsible for providing the foreign exchange (FX) wire service to existing and prospective customers while delivering the “IBC Experience”. Duties must be carried out accurately and efficiently in a fast-paced environment. This includes assigned duties in accordance with office procedures. Superior customer service with a “We Do More” attitude is a must. Provides an excellent opportunity for career-oriented individual. : ESSENTIAL JOB FUNCTIONS The statements on this job description are intended to describe the general nature of level of work being performed by incumbents. They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents. Delivers the IBC Experience by providing prompt, efficient and friendly customer service. Informed of the daily currency exchange market rates. Provides exchange rates to customers requesting wires in foreign currency. Negotiates exchange rates with customers/prospects. Creates FX quotes and initiates wire process through the Wire Transfer application. Provide verbal disclosures to customers to comply with regulatory requirements. Assists Foreign Exchange Traders. Other Duties as assigned. SKILLS Strong sales skills. Knowledge of major world currencies and their value in relation to the U.S. Dollar. Strong written and oral communication skills in English and Spanish. Able to process transactions accurately and efficiently. Proficient in computer skills and knowledgeable in Microsoft Office and its applications. Bilingual, fluent in both English and Spanish. Basic math skills and ability to use calculator functions. Analytical skills, with attention to detail. Team player. EDUCATION & EXPERIENCE High School Diploma or GED equivalent. Prior sales or office work experience a plus.
    $33k-57k yearly est. Auto-Apply 21d ago
  • Remittance Processing Specialist I- (Sunday and Monday 6:00am to 4:00pm)

    Bok Financial Corp 4.6company rating

    Tulsa, OK jobs

    Areas of Interest: Bank Operations Pay Transparency Salary Range: Not Available Application Deadline: 01/30/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type Discretionary Summary For over a century, BOK Financial has grown alongside its clients, offering tailored services and strategies for business, consumer, and wealth clients. Our extensive range of services allows us to compete nationally while our local decision-making and community connections make us good neighbors. Our purposeful diversification ensures resilience and stability, highlighting our expertise and commitment to meeting all your financial needs. Job Description The Remittance Processing Specialist I is primarily responsible for the daily processing and packaging of remittance accounts. This role functions by receiving, sorting, and opening mail sent to a remittance center. This role may involve tasks up to and including the processing of deposits according to the customer specifications; balancing payment transactions and performing data entry for data analysis and billing purposes. Team Culture BOK Financial fosters a collaborative, goal-oriented culture where employees follow established standards, receive support from accessible managers, and engage in mentorship. The company values accuracy, initiative, and community involvement, offering an exciting opportunity for growth and teamwork. How You'll Spend Your Time You will ensure mail-in deposits are received and staged for pre-processing as per schedule. You will receive, sort, and open payment envelopes by hand or automated equipment. You may use imaging equipment to scan payment coupons and checks ensuring that the quality of the image meets customer expectations and Check 21 requirements. You may review data collected during the imaging process and manually input/correct any information that didn't translate accurately, ensuring remittance coupons and check amounts balance at transaction and deposit levels. You may produce reports detailing payment information according to customer specifications. You may compile and send completed work product to customers following specific courier hand-off instructions. Follows controls deigned to ensure customers receive expected information. Education & Experience Requirements This level of knowledge is normally acquired through completion of a high school diploma (or equivalent) and a minimum of 1 year of experience in accounts receivables or remittance processing operations (or similar role). Attention to Detail - ability to identify discrepancies and ensure all remittance documents are correct Strong verbal and written communication skills Effective organizational skills to include prioritization, time management, and succeeding in a fast-paced environment Problem solving - ability to troubleshoot and resolve issues in role Basic knowledge of accounting principles, banking regulations and compliance. Confidentiality and Data Security - ability to handle confidential information and maintain data security protocols Technical proficiency in Microsoft Office applications, common financial software systems, and other related software. Basic knowledge of mail from BSA, AML, HIPAA, and PCI Compliance. Basic knowledge of remittance operations and equipment i.e. MPE extractor, Opex 50, OPEX 2200/3690/7200 and a variety of document scanners. Working Conditions & Physical Requirements Office - 40 lbs BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions. Top 3 reasons to apply Investing in our talent and building a great workplace is a top priority for us. Empowered employees Award-winning culture Community commitment BOK Financial Corporation Group adheres to state specific pay transparency requirements. In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline. Base salary range explanation: The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type. Benefits: BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits. About BOK Financial Corporation For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporations-and everything in between. Facts: Operations focused in an eight-state footprint 5,000 team members $49.7 billion in assets $114.6 billion in assets under management and administration $8 million donated to local nonprofits in 2024 59,000+ volunteer hours by our employees in 2024
    $21k-34k yearly est. 1d ago
  • Client Service Specialist (CSS)

    Bank of The Ozarks 4.8company rating

    Houston, TX jobs

    Responsible for nurturing professional relationships with customers by engaging in meaningful conversations regarding their financial needs and goals, identifying referral opportunities, and processing financial transactions. Promote a positive, help Client Service, Specialist, Customer Service, Banking, Retail
    $30k-36k yearly est. 2d ago
  • Client Service Specialist (CSS)

    Bank of The Ozarks 4.8company rating

    Dallas, TX jobs

    Responsible for nurturing professional relationships with customers by engaging in meaningful conversations regarding their financial needs and goals, identifying referral opportunities, and processing financial transactions. Promote a positive, help Client Service, Specialist, Customer Service, Banking, Retail
    $30k-36k yearly est. 2d ago
  • Imaging Specialist

    Cornerstone Capital Bank 3.3company rating

    Houston, TX jobs

    ***No agencies or 3rd party Recruiters please. Thank you! *** Who we are: Cornerstone Home Lending, a division of Cornerstone Capital Bank, is a unique national home lender with a reputation of amazing service, customer satisfaction, employee retention, and happiness. We employ people who are passionately committed to Cornerstone's Mission, Vision & Core Convictions. Our brand is known for on-time closings - a key core conviction of Cornerstone. We have successfully navigated our company through many industry cycles and changes in regulations. 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: The Mortgage Imaging Specialist is responsible for classifying the imaged documents within the Document Imaging Manager in the Loan Origination System (LOS). This individual will take imaged documents that are uploaded through the customer or mortgage sales portals. The Mortgage Imaging Specialist will be responsible for taking any documents received via email and will upload them into the Document Imaging Manager. Key Responsibilities: Review all uploaded documentation and move the documents into the correct document folder within the LOS document tree. Monitor the mortgage fulfillment documentation e-mail inbox for incoming documentation that will be required to be uploaded into the Document Imaging Manager. Responsible for operating imaging tools for use in the creation of electronic files or archives. Ensure proper transferal and indexing of images is properly loaded. Identify common issues and suggest suitable solutions to resolve in a timely manner. Maintain knowledge of industry compliance standard rules and regulations. What you'll need to be successful: High school diploma or equivalent work experience required Good visual awareness Working knowledge of PC (MS Windows and Office Products including Word, Excel, etc.) Demonstrated ability to prioritize, multi-task, meet deadlines and adapt to changing priorities with strong organizational skills. Proven success working in fast-paced, high volume environments Precise attention to detail Ability to handle competing priorities effectively and within established timeframes High level of integrity and trust, must be a team player with selfless attitude Ability to work varying hours and overtime if needed Ability to work in a "High Volume" environment. Great work ethic. Working with Empower software a plus. 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.
    $24k-50k yearly est. 3d ago
  • New Accounts Specialist 3

    Cornerstone Capital Bank 3.3company rating

    Bastrop, TX jobs

    Cornerstone Capital Bank is a new bank, with over $330 million in capital and $2 billion in total assets, and arises from the combination of mortgage industry giant Cornerstone Home Lending and community banking standout Roscoe State Bank. You'll be on the front end of working for an innovative large community bank that is a leader in mortgage lending and community banking and growing in middle-market commercial and real estate lending. 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. We are seeking a full-time New Accounts Specialist III to join our team! You'll be on the front end of working for an innovative community bank with commercial lending, a mortgage lending leader, and a digital deposit bank covering over 45 states. Success in this job relies on your time management skills, organization, and positive attitude. What you'll do: Provide retail banking services to clients both in person and over the phone. Using your strong financial acumen, you will provide suggestions and solutions to our clients, including account openings, consumer lending, and money market products, while focusing on the client's financial goals. Demonstrate strong customer service through attentiveness, listening, and connecting with customers, and processing transactions quickly and accurately while providing a positive banking environment. Assist customers with debit card maintenance, creating and printing debit cards. Assist with digital banking needs, answer phones, and provide general financial services information. Act in accordance with all required banking and regulatory requirements. Perform higher-level administrative functions related to debit cards and online banking. Prepare daily overdraft reports. You may also be needed as a backup teller at times and would need to be able to: Process all necessary banking transactions, including deposits, withdrawals, transfers, loan payments, GL tickets, originate wires, cashier's checks, savings bonds, etc. Successfully balance the teller drawer daily and maintain and balance the ATM as necessary. Compile information and documentation for stop pays and account closings, and input the data into the system. Perform work under minimal supervision. Handles complex issues and problems, refers only the most difficult issues and problems to Management. Possesses strong working knowledge and provides coaching and mentoring to others. What you need to be successful: Strong attention to detail 4-6 years of direct experience as a Personal Banker or similar financial services position. Strong Customer service skills Cash handling experience Intermediate Excel skills (at minimum) Must be a self-starter and able to demonstrate problem-solving and critical-thinking skills Quick learner and adaptable Excellent interpersonal and relationship-building skills Effective oral and written communication skills Where you come in: We are a great company with great people. We are looking for experienced team members who will bring enthusiasm, attention to detail, and a servant's heart to our team of top-tier mortgage and banking professionals. We work in a tight-knit, goal-oriented team where our customers and other team members can rely on them to ensure accurate and timely service. We invite you to explore our company and consider making this your last career destination. What we offer: Because we recognize and reward hard work, we offer a competitive salary, a full benefits package, and potentially 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 part of our Cornerstone family, we'll continue to invest in you as a valuable asset in our company. As many of our team members can tell you, there's something special about working at Cornerstone. Equal Opportunity Employer 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.
    $32k-49k yearly est. 2d ago
  • Part-Time Teller Support Specialist

    City Bank 4.4company rating

    Lubbock, TX jobs

    DescriptionThe position of Teller Support Specialist is responsible for offering assistance to the Lubbock and surrounding area branches by performing branch teller services, new account services, and assisting with customer service issues. They will do so in a professional, timely and efficient manner and according to established bank policies and procedures. Essential Duties Represents the bank in a courteous and professional manner. Furnishes prompt, efficient and accurate service in processing transactions. Able to interact and adapt to different branches and their specific needs or requests. Travels from branch to branch on a daily basis or as requested. Monitors the TSS Calendar consistently and is prepared at all times for any changes that may present itself within the daily schedule. Is prepared at all times with their name tag, name plate and teller stamp. Retains vast amounts of knowledge in many different areas of the bank. Prepares teller window with adequate supplies and is organized and ready to serve customers by regularly scheduled opening times. Maintains a high level of security awareness within daily work responsibilities such as the safekeeping of teller cash by locking teller drawers and computer. Maintains proper amounts of cash in teller window. Refrains from distractions that prevent the best service to our customers, whether they are engaged with them or not. Distractions such as food, drinks, cell phones, tablets, internet, television or any other item that is not work related and/or inappropriate or unprofessional conversations. Attention to detail and excellent communication skills are required. Actively cross-sells bank products and services. Accepts checks and cash for deposit processing, following written procedure at all times. Verifies deposit amounts and examines checks for endorsement and negotiability. Processing transactions upon verification of signatures and customer account balances. Inspects all checks, money orders, savings withdrawals, etc. to determine their negotiability. Receives credit card payments and processes those according to written procedure. Receives payments for loans such as mortgage, installment, and commercial, ensuring that payments equal the amount due and that all late charges, if applicable, are collected AND properly reads any and all messages that may be placed on such accounts. Cashes City Bank checks for non-bank customers upon verification of identification and appropriate approval, as required. Assist in working night depository bags/envelopes, dropped bag and/or handling bank-by-mail deposits. Issues cashier's checks to customers based on a collected balance. Prepares cash advance requests, obtaining proper authorization. Ensures that the cash advances are balanced and transmitted daily. Maintains MC/EMV supplies. Redeems E/EE/I savings bonds. Accepts stop payments on checks. Accepts and exchanges foreign currency by following proper written procedures. Sends checks and drafts to collections department. Completes Monetary Instrument Log through the Teller system for cash transactions purchasing a monetary instrument (cashier's check) beginning at $3,000. Completes Currency Transaction information through the Teller system for cash transactions at $5,000 or over $10,000. Prepares wire transfer requests as provided in written procedures. Balances teller window daily under dual control and ensures that they stay under their designated drawer limit. Performs opening and closing responsibilities if and when assigned. Sets up such tasks as preauthorized transactions, direct deposits, and change of addresses. Responds to customer account inquiries in a friendly professional manner. Provides customer with copies of statements. Verifies incoming cash shipments under dual control if asked or needed. Maintains ATM on a daily basis, handling deposits, balancing, replenishes cash and supplies if needed. Answers phones in a friendly and professional manner. Encodes and provides daily work for proof and meets courier deadlines. Attends additional trainings and meetings as required by management. Complies with required training courses in a timely fashion. Always greets customers with a smile whether in person or on the phone. Having good knowledge of City Bank's products and services and know when to suggest them. Follows proper procedures when ordering checks for customers. Makes changes signature cards. Closes accounts when necessary. Please also see Branch Services Teller job description for further details. Equal Opportunity Employer/Veterans/Disabled
    $31k-36k yearly est. 3d ago
  • Collection Specialist

    Cornerstone Capital Bank 3.3company rating

    Houston, TX jobs

    ***The Hourly rate will be $20-25/hr + bonus based off experience*** The Collection Specialist role is responsible for providing world class customer care to our customers. This position will provide an exceptional level of customer service by taking ownership and responsibility for all activity occurring at CHL and ensuring customers are educated regarding all hardship assistance options offered. Key Responsibilities: Responsible for negotiating payment arrangements, keeping our borrowers in their homes and keeping loans from turning into 30+ days past-due Maintaining an open line of communication with the borrower(s) after payment is received, allowing for early intervention and preempting future delinquencies Utilize all available skip tracing tools to locate borrower whose current contact information is inaccurate Manage inbound and outbound calling queues via automated calling system Continuously improve knowledge base and skillset to ensure maximum level of customer satisfaction and world class customer experience Perform other job-duty related issues as assigned Qualifications: High School Diploma, GED, or equivalent experience Minimum 2 years of experience in mortgage servicing Minimum 2 years of experience in a Collections environment Bi-lingual skills a plus Strong phone etiquette while having a passion for taking care of customer needs with exceptional customer service skills Solid analytical skills with the ability to exercise prudent judgment Exceptional organization and time management a must Comfortable being a team player Strong interpersonal skills in addition to verbal/written communication Ability to work through stressful situations professionally and respectfully Attention to detail Who we are... Cornerstone Capital Bank is the product of a recent merger between Cornerstone Home Lending and Roscoe State Bank. Cornerstone Capital Bank holds more than $380 million in regulatory capital and greater than $1.5 billion in assets. We have created the highest initially capitalized new bank in Texas history and intend to leverage our leading national home lending platform to provide growth opportunities for the Bank! Our mission is to use and improve on our God-given talents to make a difference to the lives of our team members, customers, shareholders, and the people who provide services to us. We employ people who are passionately committed to Cornerstone's Mission, Vision & Core Convictions. Our brand is known for on-time closings - a key core conviction of Cornerstone. Cornerstone Capital Bank and its subsidiaries have been recognized by Workplace Dynamics as a "Top 100 Workplace" for 12 consecutive years. March 1, 2023, marked the beginning of Cornerstone's 35th year in the residential lending business, so we have successfully navigated our company through many industry cycles and changes in regulations. Because we recognize and reward hard work, we offer a competitive salary, full benefits package, and a performance-based bonus. Where you come in: We're a great company with great people, and we're looking for a Collections Specialist who will bring enthusiasm, attention to detail, and a servant heart to our team of top-tier banking and home lending professionals. This professional will work in a tight-knit, goal and growth-oriented team. What to do next: If Cornerstone Capital Bank 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 Compliance team! And remember, once you're part of our Cornerstone family, we'll continue to invest in you as a valuable team member. As many of our team members can tell you, there's something special about working at Cornerstone. It really feels like home. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. 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.
    $20-25 hourly 3d ago
  • Bilingual Collection Specialist

    Cornerstone Capital Bank 3.3company rating

    Houston, TX jobs

    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: The Bilingual Collection Specialist role is responsible for providing world class customer care to our customers. This position will provide an exceptional level of customer service by taking ownership and responsibility for all activity occurring at CHL and ensuring customers are educated regarding all hardship assistance options offered. Compensation: $20-25/hr + bonus Location: Onsite in Houston, TX Hours: Mon-Fri, 7am-4pm cst Key Responsibilities: Responsible for negotiating payment arrangements, keeping our borrowers in their homes and keeping loans from turning into 30+ days past-due Maintaining an open line of communication with the borrower(s) after payment is received, allowing for early intervention and preempting future delinquencies Utilize all available skip tracing tools to locate borrower whose current contact information is inaccurate Manage inbound and outbound calling queues via automated calling system Continuously improve knowledge base and skillset to ensure maximum level of customer satisfaction and world class customer experience Perform other job-duty related issues as assigned What you'll need to be successful: High School Diploma, GED, or equivalent experience Minimum 2 years of experience in mortgage servicing Minimum 2 years of experience in a Collections environment Bi-lingual required Strong phone etiquette while having a passion for taking care of customer needs with exceptional customer service skills Solid analytical skills with the ability to exercise prudent judgment Exceptional organization and time management a must Comfortable being a team player Strong interpersonal skills in addition to verbal/written communication Ability to work through stressful situations professionally and respectfully Attention to detail 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. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. 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.
    $20-25 hourly 3d ago
  • Loan Sales Specialist

    Onemain Financial 3.9company rating

    Texarkana, TX jobs

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
    $47k-87k yearly est. Auto-Apply 4d ago
  • Loan Sales Specialist

    Onemain Financial 3.9company rating

    Burleson, TX jobs

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
    $48k-88k yearly est. Auto-Apply 1d ago
  • Bilingual Loan Sales Specialist - Round Rock

    Onemain Financial 3.9company rating

    Round Rock, TX jobs

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
    $48k-87k yearly est. Auto-Apply 4d ago
  • Bilingual Loan Sales Specialist - Tomball

    Onemain Financial 3.9company rating

    Houston, TX jobs

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
    $47k-86k yearly est. Auto-Apply 4d ago
  • The Covery Client Specialist, Part-Time

    Houstonian 3.6company rating

    Houston, TX jobs

    This position is responsible for scheduling Covery wellness services, as well as greeting and assisting every guest that enters the facility in the manner trained by Covery. Direct all efforts toward guest satisfaction, the achievement and maintenance of Covery at The Houstonian standards and profit maximization. The Covery Client Specialist should have previous experience working in an upscale or luxury service or retail environment. This person should have a professional and friendly demeanor and have a passion for providing caring hospitality. The Covery Client Specialist has exceptional written and verbal communication skills in English. Being bilingual is a plus, but not a requirement. This employee has an impeccable work ethic and a commitment to exercising integrity in every interaction. They will comply with company policies and standards and will take extra care to protect the privacy of our Covery clients. Having some knowledge of medical terminology is desired. This role is critical to maintaining the luxury standard and reputation of The Houstonian Hotel, Club & Spa while upholding the highest levels of discretion and professionalism. ESSENTIAL JOB FUNCTIONS • Adhere to all Houstonian policies and procedures. • Perform all guest activities in cordial, efficient and professional manner, at all times maintaining a commitment to guest satisfaction. • Work collaboratively within Covery and with other departments of The Houstonian Hotel, Club & Spa. • Report to work on time, in a clean and pressed uniform. Good personal hygiene and grooming should be evident. Employees should look professional and have no noticeable odor of smoke, body odor, perfume, food, etc. • Adhere to a professional relationship with clients of Covery. Discussion of internal matters of any sort with clients is not permitted. • Answer Covery phone calls and assist with questions and requests for assistance. Respond to emails and voicemails within one business day, sooner if possible. • Schedule all Covery wellness services (via telephone and in person) in a friendly and efficient manner. • Promote and sell additional services by listening to the needs of each guest and making suggestions that are appropriate to their situation. • Promote and sell all retail items via telephone and in person. • Ensure that Covery clients have properly completed all required paperwork prior to receiving any services or treatments. • Comply with all HIPAA standards and maintain absolute confidentiality for every client. • Maintain work areas in a neat and clean manner at all times, including all public areas and individual workstations. • Participate in maintaining and on-going organization of the retail areas of the Front Lobby. • Meet and greet each guest as they enter The Spa. Verify the guest's schedule and orient the guest to the Covery facilities and other amenities, obtain payment method upon exit. • Have expert-level knowledge of all Covery services, prices, apparatus, and facilities. Be familiar with the rest of The Houstonian Campus offerings, particularly those of The Club. • Confirm all guest appointments via phone, e-mail, or in person within allocated time given. • Assist Covery guests throughout their visit. Specific tasks may include giving tours of Covery, answering questions, explaining wellness treatments and their benefits, and escorting the guest to the specific areas. • Inform managers of any issues or concerns that are brought to your attention by a guest. Make notes in the client's file of any previous issues or other information that will be beneficial to providers on future visits. • Assist and support other team members / departments as needed. • Perform administrative duties including filing, ordering and restocking supplies, assisting with marketing promotions, and other duties as directed by management. • Participant in applicable training sessions, learning new techniques to be used in the performance of the job. • Attend staff meetings. • Consistently clock in and out for shifts and breaks. • Report any maintenance problems to Engineering and to Covery management. • Works in a safe and hygienic manner at all times. • Any other tasks as required by management. Qualifications KNOWLEDGE AND SKILLS • At least one year working in an upscale or luxury service or retail environment. • Computer proficiency including Microsoft Office Suite including Outlook, Word, and Excel and the ability to learn appointment booking and lead generation software. • Ability to communicate and collaborate within The Houstonian's culture of diversity, inclusion and respect. This manager will treat others with dignity and respect and exhibit conduct that reflects inclusion all times • Hands on, Team-Oriented work ethic. • Exceptional verbal and written communication skills in English • High ethics and integrity • Able to provide luxury-level service to members and guests at all times • Hours required: Scheduled days and hours vary based on departmental needs. Must be able to work evening or weekends occasionally LICENSES AND/OR CERTIFICATIONS • CPR/AED Certified PHYSICAL JOB REQUIREMENTSMust be able to meet the following minimum physical requirements for at least an eight-hour shift: • Physical Stamina: Sit for extended periods of time, see and read a computer screen and printed matter with or without vision aids, enter data into computer, operate standard office equipment, use a telephone, hear and understand at normal levels and on the telephone, speak so that others may understand at normal levels and on the telephone, stoop, reach overhead, grasp, push, pull, move or lift up to 30 lbs. on an occasional basis. • Hearing / Speech: Must be able to effectively engage in one-on-one communication with guests, members, and customers and use a 2-way radio to communicate clearly and accurately with co-workers. • Vision: Must be able to accurately read instructions, reports, and log sheets. Must be able to work with computers and PDAs in varying light conditions. • Literacy: Must be able to produce, read and understand reports, including security, incident and police reports. Must be able to analyze and process written information from a variety of sources and effectively communicate content of reports. • Chemicals/Agents: Must be able to work safely with chemicals according to SDS sheets and all applicable laws, codes and regulatory requirements.
    $32k-41k yearly est. 11d ago
  • Card Dispute Specialist

    A+ Federal Credit Union 4.3company rating

    Austin, TX jobs

    Card Services Specialist Job Type: Full-Time- Remote Exemption Type: Non-Exempt Wage Amount: $28.57 hourly minimum Primary Functions The primary purpose of this position is to provide exceptional service to internal and external members and to oversee the accurate and efficient maintenance and processing of Card Services functions. Responsibilities include confidently handling complex card disputes and account inquiries, managing escalated dispute inquiries, and maintaining the card processor relationship. A strong working knowledge of all Credit Union Products and Services is essential. 1. Employee Support * Assist with day-to-day support, training, and coaching of Card Services Administrators (I & II). * Provide input to Card Services leadership on employee performance. 2. Card Services * Perform all duties and responsibilities of a Card Services Administrator II. * Administer Visa debit card programs by performing daily fraud monitoring and making recommendations to minimize fraud. * Support and nurture relationships with A+FCU retail and call center leadership teams, assisting with escalated dispute-related member concerns and ensuring high-quality service delivery. * Oversee and manage the relationship with the Visa risk advisor. * Review daily Visa exception file and work with management and vendors to ensure resolution. * Investigate and resolve complex member-facing card service issues with professionalism and efficiency. * Review and analyze cardholder dispute escalations and approve resolutions. * Analyze dispute and fraud-related service operations to identify inefficiencies and implement process improvements. * Collaborate with internal teams and external vendors to implement software updates and optimize dispute/fraud-related technologies. * Ensure compliance with Visa regulations, federal and state financial regulations, and internal credit union policies. * Develop and refine policies, procedures, and training materials for the Card Services team. * Support the Digital Services team regarding card-related member communications. 3. Quality Control * Develop, implement, and maintain quality control programs aligned with regulatory compliance. * Administer the Card Services quality control program and report results monthly to leadership. * Conduct dispute audits and report findings to Card Services leadership. * Review and manage member feedback to identify enhancements and recommend improvements. 4. Miscellaneous * Accurately prepare monthly reports, as assigned. * Maintain member confidentiality. * Schedule and conduct monthly individual dialogs with manager. * Manage or assist with departmental projects, as assigned. * Meet or exceed established departmental goals. * Perform other duties as required or assigned. Education and Experience * High school diploma or G.E.D. equivalent required. * Two years of card services-related experience required (card issuance program experience highly preferred). * One year of experience with Visas dispute and fraud systems (e.g., Visa DAS, VROL, Cardinal Commerce, RSM) preferred. * One year of call center experience required (including handling escalations and supporting frontline staff). Visa Certifications Required * Intermediate Dispute Resolution Certification (Must be obtained within one year of employment if not already held) * Advanced Dispute Resolution Certification (Must be obtained within two years of employment if not already held) Knowledge, Skills & Abilities * Experience in Visa debit card operations, including transaction processing, fraud detection, chargebacks, and regulatory compliance. * Knowledge of Reg E and Reg Z and their applications. * Proven ability to resolve member-facing issues in a financial services setting. * Proficient with Microsoft Office and general computer systems. * Strong analytical, research, and troubleshooting skills. * Excellent verbal and written communication skills. * Ability to collaborate with internal teams and external vendors. * Dependable with multitasking and time management skills. * Strong decision-making and project management abilities. * Advanced knowledge of A+FCU policies and procedures. * Advanced math/accounting skills, light typing, and 10-key input by sight. Desirable Traits * Professional appearance. * Courteous and professional approach with the public. * Strong decision-making capabilities. * Versatile in all aspects of the Credit Union. Physical Functions * Ability to work at least 40 hours per week. * Frequent reaching, bending, stooping, carrying, and data entry. * Heavy communication via telephone, email, and in-person. * Strong problem-solving skills for field-related issues. Decision-Making Authority * Independent Decisions: Determining provisional credit for disputes, proper correspondence, and final credit within employee limits. * Supervisory Approval Required: Final dispute credit outside of employee limits and situations outside A+FCU policies and procedures.
    $28.6 hourly 9d ago
  • Bilingual Loan Specialist

    Regional Finance 4.1company rating

    Conroe, TX jobs

    Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? Regional offers competitive pay! We do our best to show that we value our team members! You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers! All full-time team members have access to our medical, dental, vision and 401(k) benefits! Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments! Duties and responsibilities Provide exceptional service to all customers. Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. Maintain office cash with accuracy and proper security. Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. Minimize delinquent debt through calling customers and collecting on past-due accounts. Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. Transport money and deposits to and from bank. Other duties as assigned by leadership. Minimum Qualifications High School Diploma or Equivalent. Prior customer service experience in either a sales/retail environment or cash management environment. Must pass drug screen, criminal and credit background checks. Valid Driver's License and access to a dependable automobile with liability insurance coverage. Critical Competencies Demonstrated passion for customer service. Excellent written and verbal communication skills. Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. Thrives in a pay for performance atmosphere. Proven ability to multi-task. High degree of integrity. Sales mentality. Adaptable to an ever-changing environment. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** #RGNL Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
    $41k yearly Auto-Apply 15d ago
  • GTC New Business Specialist

    Home Bancshares, Inc. 4.0company rating

    Amarillo, TX jobs

    The GTC New Business Specialist is responsible for ensuring the timeliness and accuracy of new account documentation and incoming transfers are processed. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Sets up new IRA, Escrow, Bond Proceeds and Gamma accounts. This duty is performed as needed. 2. Processes all incoming transfers, rollovers, and In-Kind requests. This duty is performed as needed. 3. Ensures all CIP/guidelines are followed per regulations. This duty is performed daily. 4. Reviews edit list for check's received and posted and ensure pending documents can be completed. This duty is performed daily. 5. Collects and maintains deceased account documentation and prepare checklist. This duty is performed as needed. 6. Communicates with Brokers and clients regarding problems or issues with paperwork. This duty is performed daily. 7. Conducts follow-up calls on pending incoming transfers. This duty is performed as needed. 8. Completes weekly tracking log report. This duty is performed weekly. 9. Conducts quality control on recently established new accounts and transfer processes. This duty is performed as needed. 10. Completes required BSA/AML training and other compliance training as assigned. This duty is performed quarterly. 11. The ability to work in a constant state of alertness and in a safe manner. This duty is performed daily. 12. Perform any other related duties as required or assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION AND EXPERIENCE High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc, plus 7 to 11 months related experience and/or training, or equivalent combination of education and experience. COMMUNICATION SKILLS Ability to read and understand simple instructions, short correspondence, notes, letters and memos; ability to write simple correspondence. ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence. ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization. ability to read, analyze, and understand general business/company related articles and professional journals; ability to speak effectively before groups of customers or employees. MATHEMATICAL SKILLS Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs. CRITICAL THINKING SKILLS Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature. REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS Not indicated. PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS Not indicated. SOFTWARE SKILLS REQUIRED Basic: 10-Key, Accounting, Programming Languages, Word Processing/Typing WORKING CONDITIONS Normal working conditions as found within an office setting, wherein there is controlled temperature and a low noise level, plus a minimum of distractions. ENVIRONMENTAL CONDITIONS The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet. PHYSICAL ACTIVITIES The following physical activities 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 and expectations. Moderate diversity, low physical. Work activities which allow for a moderate amount of diversity in the performance of tasks which are not as varied as those positions with high-level diversity and decision-making. While performing the functions of this job, the employee is regularly required to talk or hear; frequently required to walk, sit, use hands to finger, handle, or feel; and occasionally required to stand, reach with hands and arms, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. ADDITIONAL INFORMATION Not indicated.
    $38k-52k yearly est. 60d+ ago
  • Loan Specialist

    Regional Finance 4.1company rating

    McKinney, TX jobs

    Are you ready to take your career to the next level? Regional strives to positively impact the financial lives of our customers. For over 35 years, our Team Members have been passionate about supporting customers through their financial challenges in life. They take pleasure in finding solutions and lending a helping hand, both to our customers and our communities. As we continue to grow and become a national brand in consumer financing, we hope you'll consider us for future career opportunities. If you are looking to make a meaningful impact in people's lives by bringing a personal touch to finances, join our team today! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? Regional offers competitive pay! We do our best to show that we value our team members! You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers! All full-time team members have access to our medical, dental, vision and 401(k) benefits! Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments! Duties and responsibilities Provide exceptional service to all customers. Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. Maintain office cash with accuracy and proper security. Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. Minimize delinquent debt through calling customers and collecting on past-due accounts. Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. Transport money and deposits to and from bank. Other duties as assigned by leadership. Minimum Qualifications High School Diploma or Equivalent. Prior customer service experience in either a sales/retail environment or cash management environment. Must pass drug screen, criminal and credit background checks. Valid Driver's License and access to a dependable automobile with liability insurance coverage. Critical Competencies Demonstrated passion for customer service. Excellent written and verbal communication skills. Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. Thrives in a pay for performance atmosphere. Proven ability to multi-task. High degree of integrity. Sales mentality. Adaptable to an ever-changing environment. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** #RGNL Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
    $41k yearly Auto-Apply 60d+ ago
  • Loan Specialist

    Regional Finance 4.1company rating

    Garland, TX jobs

    Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? Regional offers competitive pay! We do our best to show that we value our team members! You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers! All full-time team members have access to our medical, dental, vision and 401(k) benefits! Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments! Duties and responsibilities Provide exceptional service to all customers. Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. Maintain office cash with accuracy and proper security. Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. Minimize delinquent debt through calling customers and collecting on past-due accounts. Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. Transport money and deposits to and from bank. Other duties as assigned by leadership. Minimum Qualifications High School Diploma or Equivalent. Prior customer service experience in either a sales/retail environment or cash management environment. Must pass drug screen, criminal and credit background checks. Valid Driver's License and access to a dependable automobile with liability insurance coverage. Critical Competencies Demonstrated passion for customer service. Excellent written and verbal communication skills. Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. Thrives in a pay for performance atmosphere. Proven ability to multi-task. High degree of integrity. Sales mentality. Adaptable to an ever-changing environment. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
    $41k yearly Auto-Apply 1d ago

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