Branch Operations Lead - (New Build) - Johnson Drive Mission Branch - Mission, KS
Jpmorgan Chase job in Mission, KS
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
**Job responsibilities**
+ Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
+ Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
+ Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
+ Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
+ Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
+ Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
+ Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
**Required qualifications, capabilities, and skills**
+ You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
+ You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively.
+ You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment.
+ You have a strong passion for educating the branch team and partners, helping them stay connected and informed.
+ You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed.
+ You have 1+ years of retail banking experience.
+ You have a high school degree, GED, or foreign equivalent.
+ You have the ability to work branch hours including weekends and evenings.
**Preferred qualifications, capabilities, and skills**
+ You have 6+ months of Associate Banker (Teller) experience.
+ You have a college degree or military equivalent.
**Training and Travel Requirement**
+ You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead.
+ You'll need to be able to travel as required for in-person training and meetings.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Consultant Senior- Business Banking- Vice President
Jpmorganchase job in Kansas City, KS
If you want to have a positive impact on underserved small businesses in your community and enjoy building relationships, then a role as a Business Banking Consultant Senior is for you.
As a Consultant Senior in Business Banking, you'll help improve the lives of our clients and the well-being of their businesses through solutions, education, and advice. You'll be responsible for leading our business development efforts in your assigned territory, specifically focusing on underserved small businesses.
Job Responsibilities
Build relationships, utilize networks and local centers of influence to identify and support underserved entrepreneurs.
Build and maintain a current business network and active involvement in community organizations such as Chambers of Commerce and non-profit organizations; leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts; and employ creative marketing techniques utilizing Chase resources and materials to develop business networks and prospects.
Provide the best in client advice and service and develop the relationship to ensure a seamless client experience throughout Chase. Build collaborative relationships with partners across Chase, including Branches, Home Lending, Chase Wealth Management, Merchant and Card Services, to provide our clients the best solutions for all of their financial need.
Deliver an outstanding experience to Chase business clients by using knowledge of business, finance, banking, credit and risk management, while leveraging relationships, to identify, recommend, and promote solutions that best serve the client.
Build collaborative internal and external relationships to provide the best in client advice and service to develop the business network and ensure a seamless experience for the business client.
Required qualifications, capabilities, and skills
Minimum of 5 years' experience in business banking relationship management role or related business / commercial lending experience
Bachelor's degree in Finance or related field, or equivalent work experience
Strong relationship management skills; demonstrate strong tactical business development and negotiation skills
Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs and present proactive solutions
Able to identify opportunities, issues, and viable alternatives, while managing risk, when traditional solutions do not apply
Preferred qualifications, capabilities, and skills
Extensive knowledge of business and credit underwriting with commercial credit training
Experience owning / operating a small business
Auto-ApplyExecutive Assistant
Kansas City, MO job
This Executive Assistant position is responsible for providing a high level of administrative support to the VP, Underwriting and assistance to other leadership roles within the organization. This position requires excellent organizational skills, attention to detail, flexibility and the ability to prioritize workload and multi-task in an environment that requires frequent change. This individual must be able to work independently with minimal supervision and demonstrate excellent interpersonal and communication skills, both verbal and written. The individual is expected to maintain confidentiality and exhibit a high level of discretion and professionalism.
Key Responsibilities:
* Manage Microsoft Outlook calendar, inbox, and address books
* Schedule and coordinate meetings / conference calls; prepare related materials / correspondence; print materials
* Manage travel, calendar management, expense reports, catering, meeting/town hall logistics, org charts, distribution list
* Respond to inquiries for information and provide follow-up on requests to ensure resolution
* Maintain and manage office vendor relationships
* Participate in the planning and logistics for office outings and events; Coordinate various on-site meetings with internal and external parties.
* Arrange and coordinate complex travel itineraries
* Assist in the preparation and/or coordination of presentations, reports and spreadsheets by preparing and editing text, slides and other materials
* Assist with supply ordering, moves, facilities request, security request, etc.
* Process expense reports and vendor invoices for reimbursement/payments and reconciliation
Essential Business Experience and Technical Skills:
* 5-7+ years of relevant experience
* Extensive knowledge of PC equipment, software programs
* Strong organizational and interpersonal skills
* Highly proficient/fluency in Microsoft Office programs
* Highly professional in presence and communication skills (oral and written)
* High School diploma required / Associates or Bachelor Degree preferred
Equal Employment Opportunity/Disability/Veterans
If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.
MetLife maintains a drug-free workplace.
Client Relationship Analyst
Leawood, KS job
Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
* Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
* Executing money movement transactions at the request of the client and/or FA/PWA
* Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
* Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA
* Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
* Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems
* Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams
* Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)
* Assist FAs / PWAs/ teams in delivering against their business plan and client service model
* Remaining current on all policies, procedures and new platforms
* Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT:
* Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with
FAs/PWAs/teams as needed)
* Managing the calendar including coordinating meetings or events with logistics such as material
prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
* Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
* Assisting with general in-office support functions such as copying, filing and scanning documentation
* Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
* High School Diploma/Equivalency
* College degree preferred
* Industry experience is a plus
* Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Knowledge/Skills
* Detail orientated with superior organizational skills and ability to prioritize
* Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
* Exceptional writing, interpersonal and client service skills
* Strong time management skills
* Team player with the ability to collaborate with others
* Ability to work in a fast-paced, evolving environment
* Adaptable and ability to multi-task
* Goal oriented, self-motivated and results driven
Reports to:
* Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyOperations Processor- Cash Vault
North Kansas City, MO job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job DescriptionThis is a cross-functional position that provides production support Cash Vault area. Executes a variety of routine tasks within multiple operational systems and interacts with multiple internal partners. Duties may include functions related to payment transactions , data entry, archiving, researching, troubleshooting and vendor/client interaction. Researches exceptions and escalate issues to management as appropriate. May have the opportunity to recommend and implement developed processing improvements within production. Position will require the ability to move trays and carts of work, stand or sit for extended periods of time, and repetitive motions Basic Qualifications
- High school diploma or equivalent
- Two to four years or more of operations services related work experience Preferred Skills/Experience
- Knowledge of products, services, terminology, procedures and systems related to assigned area, as well as applicable laws and regulatory requirements
- Proven commitment to high quality customer service
- Ability to work well with external and internal customers
- Good time management skills to maximize production and execution of tasks in a fast-paced environment
- Good understanding and knowledge of internal policies and procedures within Operations Services and enterprise wide
- Physical requirements could include lifting trays of work, pushing carts of work, standing or sitting for extended periods of time, and repetitive motions
- Ability to identify, analyze and resolve exceptions through data interpretation
- Strong PC skills
-Good verbal and written communication skills Schedule is M-F 7am- 3:30PM
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $22.50
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
Auto-ApplyInvestor Reporting Analyst II
Overland Park, KS job
Under the supervision of the department manager, this position is primarily responsible for accurate and timely reporting and remitting as dictated by the related servicing agreements for the assigned contracts.
ESSENTIAL JOB FUNCTIONS
Monitor the movement of funds to the correct PI/TI accounts via wire/book transfers, and process the remittance of principal, interest and other funds due to investors.
Timely and accurately reconcile custodial bank accounts and clear outstanding items as required (daily/weekly/monthly)
Understand and properly utilize current data reporting system(s) (RECWEB)
Accurately gather, validate and deliver monthly files and reports to the trustee or owners/investors according to contractual obligations (i.e. CMSA standards or other reporting requirements).
Calculate, verify/validate any and all fees and other critical amounts (i.e. disposition, workout, interest excess/shortage, Realized Losses, Appraisal Reductions Amounts (ARA) and Appraisal Subordinate Entitlement Reductions (ASERs), etc.) for inclusion in monthly reporting to trustees or owners.
Utilize the Loan Servicing System, Hogan/View Direct image System and/or other forms of reconciliation to insure accurate balances for an assigned number of custodial or operational accounts.
Review, comprehend and interpret assigned servicing agreements (master and primary) to determine setup of specific portfolio reporting and remittance requirements.
Interact proactively and professionally with internal departments regarding items such as special servicing, payoffs, financial performance, and investor inquiries in addition to external parties regarding remittance amounts and classification of applied payments.
Reconcile, accrue, and collect, as applicable, funds related to advancing transactions. Additionally, monitor/reconcile advance levels to minimize/eliminate company/investor risk.
Review and communicate recommendations for new contract setup information, including Loan Servicing Investor Setup, Collection Account Setup, and RECWeb Investor Summary Setup.
Assist Loan Accounting in investigating variance elements related to cash elements identified through the reconciliation process.
Ensure servicing fees are accruing correctly, delinquent reports are correct, special servicing coding is accurate on reports, modification information, etc.
Communicate with investors regarding remittance amounts and assist in drafting responses from questions of external parties related to portfolio or individual loan performance
MARGINAL OR PERIPHERAL FUNCTIONS
Coordinate work activities with Loan Servicing and Corporate Accounting staff as necessary
Participate in team development and team building as well as community involvement.
REQUIRED SKILLS
Bachelor's Degree in Accounting, Finance or related business field and/or comparable work experience
Detail-oriented to effectively understand and be held accountable for understanding the impact risk can have on our business, profitability, assets and reputation.
High Degree of written and verbal communication skills, as well as a high degree of analytical skills
High Degree of organizational skills, efficiently handling multiple tasks and deadlines
PREFERRED SKILLS
One Year or more of experience in commercial mortgage loan servicing, accounting or loan operations
Working Knowledge of CMSA & Agency Reporting
Working knowledge of Strategy loan servicing system
Understand the value of Excellent Customer Service and ability to demonstrate a commitment to client satisfaction for internal/external clients while balancing organizational profitability
COMPETENCIES/SKILLS
Strong PC Skills, including a demonstrated proficiency in the use of Microsoft Word, Excel and Outlook email software.
Team oriented and flexible
Ability to work independently and take ownership of your personal development plan
Be knowledgeable about the financial services industry and Key's competition
Ability to work independently with minimal supervision - Apply judgment within established guidelines to resolve client issues and needs; escalate issues to your manager when appropriate.
EQUIPMENT USED
Personal Laptop Computer with Dual Monitors
Standard office equipment (fax machine, phone, calculator, copier)
TRAINING PROVIDED
On-the-Job as required
Various corporate and departmental training programs required and offered - 35 hrs minimum required annually
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $56,000.00 - $85,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 01/16/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
Auto-ApplySenior Home Lending Advisor - Kansas City MO
Jpmorganchase job in Kansas City, KS
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
Coaches and mentors the branch team by providing training on products and services.
Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
Builds role as the internal and external mortgage expert and maintains good relationships with customers.
Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
Bachelor's degree or equivalent work experience in sales and/or real estate
3+ years of mortgage lending and proven sales experience in retail banking
Knowledge of real estate market in local area
Excellent written and oral communication skills
Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
FHA/VA sales experience
Marketing, promoting, relationship building, and consulting skills
Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **********************************************************************
Auto-ApplyConsumer & Business Banking Risk - Customer Remediation Quality Control Data Analyst
Overland Park, KS job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
SUMMARY
The Customer Remediation Data Analyst in Consumer & Business Banking (CBB) Risk will participate in projects that require quality control, research, data compilation and analysis to ensure compliance with the bank's Customer Remediation Policy. The Analyst should have experience and a thorough understanding of the front-end systems (e.g. Hogan, CA-View, Fusion, Common Transactions, Safe Box Inquiry, Net-O, MSP, CACS, Doc Velocity) for the various business line processes.
RESPONSIBILITIES
- Customer Remediation Support: The CBB Risk Data Team supports issue and business line management with research, data analysis, documentation and execution
- Credible Challenge: The CBB Risk Data Team accepts ownership of the data used within all CBB customer remediation events. This includes confirmation to front line systems for any data created internally or obtained from an external source and verification of any component required during validation.
- Maintain awareness of bank, regulatory, and industry changes and trends
- Responsibilities may also include contributing to CBB Risk Data Team projects or project implementation
- Perform other duties as assigned
BASIC QUALIFICATIONS
- Seven to ten years of applicable experience
- Bachelor's degree or equivalent work experience
PREFERRED SKILLS/EXPERIENCE
- Five years of experience with bank systems
- Five years in a reporting, analytics, or technology environment
- Strong problem-solving, process facilitation, project management, and analytical skills
- Excellent interpersonal, written, and verbal communication skills
- Considerable knowledge of applicable laws, regulations, financial services, and regulatory trends that impact CBB
- Advanced understanding of CBB products, services, systems, and associated risks/controls, as well as supporting operational functions
- SQL/SAS coding experience
- Python experience
- Advanced Excel computer skills and database knowledge
- Experience with SharePoint or TEAMS
- Comfortable working in a team environment with layers of required review/approval
- Ability to work in a fast-paced environment with large workloads
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
Associate Relationship Banker - (New Build) - Naismith and W 23rd Branch - Lawrence, KS
Jpmorgan Chase job in Lawrence, KS
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
**Job responsibilities**
+ Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
+ Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
+ Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
+ Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
+ Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required qualifications, capabilities, and skills**
+ 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
+ Ability to create memorable experiences for our clients - elevate the client experience.
+ Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
+ Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
+ High school degree, GED, or foreign equivalent.
+ Ability to work branch hours including weekends and some evenings.
**Preferred qualifications, capabilities, and skills**
+ College degree or military equivalent.
+ Experience adhering to banking policies, procedures, and regulatory requirements.
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Business Banking Relationship Manager (Small Business)
Kansas City, MO job
Kansas City, Missouri;Springfield, Missouri **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.
**Responsibilities:**
+ Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
+ Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
+ Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
+ Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
+ Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
+ Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
+ Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture
**Required Qualifications** **:**
+ Has proven success in consultative sales in financial services or in business-to-business sales
+ Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
+ Is passionate about outside sales and enjoys spending time prospecting
+ Wants to enhance existing relationships and exceed sales goals
+ Can analyze financial conditions of clients and industry trends
+ Can understand and interpret financial statements and cash flow analysis
+ Has excellent communication skills and demonstrated leadership ability
+ Enjoys partnering and negotiating with a team of bank employees to solve client issues
+ Demonstrated management of a client portfolio with focus on relationship development and deepening
+ Thorough knowledge of small business financial products and services
+ Familiarity with CRM platforms and other banking systems
**Desired Qualifications:**
+ Community leadership
+ Strong computer skills with an ability to multitask in a demanding environment
+ Undergraduate degree in business, finance or economics preferred or seven years relevant work experience
**Skills:**
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Customer and Client Focus
+ Pipeline Management
+ Credit Documentation Requirements
+ Financial Analysis
+ Oral Communications
+ Prioritization
+ Written Communications
+ Coaching
+ Interpret Relevant Laws, Rules, and Regulations
+ Prospecting
+ Risk Management
**Minimum Education Requirement:**
High School Diploma/GED or equivalent work experience
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Fleet Team Manager
Overland Park, KS job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
The Fleet Team Manager oversees and directs daily operational activities across designated regions or functional areas, ensuring seamless service delivery and operational excellence for both internal stakeholders and external partners. This role is responsible for driving performance through effective leadership of a diverse team, ranging from frontline staff to professional-level contributors.
Key responsibilities include:
Managing operational workflows to ensure consistent, high-quality service and support.
Leading and developing team members, fostering a culture of accountability and continuous improvement.
Implementing and enforcing corporate policies, ensuring full compliance with applicable laws and regulations.
Collaborating on the evaluation and enhancement of operational systems and procedures, including supporting system transitions from an operational standpoint.
This role demands a strategic thinker with strong leadership capabilities and a hands-on approach to problem-solving and process optimization.
This position does require you to be in Kansas as you be onsite 3 days out of the week.
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Typically two or more years of relevant experience Preferred Skills/Experience
- Thorough knowledge of operational functions, systems, procedures, various products and/or services supported by the assigned area(s)
- Understanding of applicable Federal and State laws and regulations
- Thorough knowledge of applicable products, programs, financial analysis and related documentation as applicable
- Good organizational, managerial and project management skills
- Well-developed customer relations skills
- Excellent interpersonal and verbal and written communication skills
- Excellent supervisory and management skills
- Ability to manage multiple tasks
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $60,435.00 - $71,100.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
Auto-ApplyJ.P. Morgan Wealth Management - Private Client Advisor - Kansas City, Missouri
Jpmorganchase job in Kansas City, KS
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Auto-ApplyFinancial Systems Analyst I
Overland Park, KS job
JOB BRIEF (PURPOSE)
Based on candidate experience and qualifications, this position is flexible to hire at an Analyst I, II, or III level
Under the direction of the department Manager the person in this position is responsible for activities related to and not exclusive of loading loans, deconverting loans, ARM loan audit, audits of scheduled vs. actual loan balances, creating/updating ARM indices, processing ARM notices, performing system maintenance on loans that have been assumed, modified, etc. He/She will also be responsible for participating in projects, driving development of action items and ensuring execution of project plans. The person in this position is responsible for acting in the most timely, efficient and responsible manner to protect the interest of the lender/investors pursuant to servicing their loans. The incumbent will work closely with all functions, be responsible for ensuring alignment of projects to business strategy, and that effective communications and work flows are achieved. He/She will also provide assistance to the managers overseeing the new loan setup and loan research functions. He/She will comply with all regulatory, investor guidelines and internal policies/procedures.
ESSENTIAL JOB FUNCTIONS
Perform system updates in regards to all loan transactions (i.e. assumptions, modifications, waivers, partial releases, etc.). Consult and follow up with the Account Manager, as needed, to confirm the intent of the loan documents and the appropriate system set-up. Establish the timely flow of information and documentation to ensure timely and orderly system updates.
Input loan data into the servicing systems, either through document interpretation & manual entry or through a bulk upload utilizing the New Loan Setup Utility.
Organize and perform quality control audits on the critical fields and daily functions performed for setting up new loans on the system. Track and monitor the performance and accuracy of the loan setup process.
Perform audits of ARM loans in accordance with KBREC Procedures. Complete all necessary system updates.
Perform audits of scheduled vs. actual loan balances in accordance with KBREC Procedures. Complete all necessary system updates.
Create new ARM indices and update all existing ARM indices as needed.
Process ARM notices.
Interact with other departments within the company to facilitate the timely resolution of issues or challenges.
Work with individuals to gain consensus and momentum on projects. Work cooperatively with all levels within Key.
Monitor and measure projects to ensure that adherence to compliance requirements and critical risk areas are addressed. Continuously ensure that performance and risk standards are being appropriately managed and take corrective actions or make recommendations as needed.
Effectively liaison with other departments & management. Interact with other departments within the organization to facilitate timely resolution of real estate strategies, issues, and challenges.
Participate in projects. Be involved in projects lead by others as a contributing team member.
Perform data gathering and analyses when needed. Perform detailed analysis on assigned projects in support of established goals and objectives when appropriate.
Continuously drive process improvement focus to ensure effectiveness, efficiency and productivity. Identify and propose projects to enhance operating quality, efficiency and service delivery.
Provide periodic reports to management concerning project progress and risk impact.
Follow up on project completion to determine if project objectives were realized.
Ensure corporate and compliance requirements are met as needed, including internal & external audits.
Review System-generated edits and perform quality control processes on the correction of any errors in order to maintain accuracy of all vital information for every new loan.
Assist the department manager with tasks related to servicing acquisitions and the Portfolio Services - Warehouse. Consult and follow-up with previous servicers to establish timely flow of information and documentation to insure an accurate transfer of servicing responsibilities and documentation.
Interact with other departments within the organization to facilitate timely resolution of real estate strategies, issues, and challenges.
Conduct necessary follow-up with the appropriate source, whether internal or external to obtain any missing documentation that may be necessary to complete the loan set up.
Act as an administrator for borrower/investor website access, which can involve monitoring incoming requests, following up with borrower/investor/account manager for any missing information, granting/denying access and troubleshooting access issues.
MARGINAL OR PERIPHERAL FUNCTIONS
Ensure all procedures are implemented and followed appropriately.
Recommend revisions to policies and procedures, and at manager's discretion, incorporate subsequent changes into the department workflow.
Assist department managers with special projects, as assigned.
REQUIRED QUALIFICATIONS
Four-year college degree and/or 5 years commercial real estate servicing experience.
Successful performance within no less than 2 different areas of LSAM or equivalent experience.
Overall knowledge of commercial underwriting.
Knowledge of legal document review and interpretation.
Demonstrated track record of successful project leadership and execution.
Demonstrated ability to balance multiple, competing priorities.
Strong analytical skills, including metrics, reporting and problem-solving.
Excellent verbal, written and interpersonal communication skills and the ability to build productive working relationships at all levels of the organization.
Ability to manage and prioritize multiple tasks in a fast-paced environment.
Efficient in the use of word processing, spreadsheet, and email software, such as Microsoft Word, Excel and Outlook.
PREFERRED QUALIFICATIONS
No less than 2 years experience working with McCracken/Strategy loan servicing system.
Background in real estate law, accounting/auditing, finance, commercial loan underwriting and/or loan servicing.
EQUIPMENT USED
Personal Computer
Standard office equipment (phone, fax, copier, calculator)
TRAINING REQUIRED
On the job training, as required.
JOB LOCATION
Key Commercial Mortgage - Overland Park, KS
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $51,000.00 - $78,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 02/01/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
Auto-ApplyRegional Sales Director
Overland Park, KS job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often-that's what we call the courage to thrive. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at-all from Day One.
As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other.
**Job Description**
U.S. Bank is seeking a trustworthy, data-driven, and highly structured leader to guide a team of sales professionals serving small businesses with annual revenues under $2.5MM. This is a field-based leadership role requiring strong engagement and presence with partners and team members. Success depends on effective communication, collaboration, and building lasting and trusted partnerships that drive growth and deliver exceptional client experiences. The team will focus on merchant acquiring solutions, a key component of U.S. Bank's broader offerings for small businesses.
**Key Responsibilities:**
+ Lead and develop a high-performing sales team to achieve and exceed targets.
+ Maintain a strong presence in the field to support team members and strengthen partner relationships.
+ Drive sales strategies for merchant acquiring solutions using data-driven insights.
+ Foster collaboration across internal teams to ensure seamless delivery of solutions.
+ Monitor market trends and adjust strategies to stay competitive.
**Basic Qualifications**
+ Bachelor's degree, or equivalent work experience
+ Typically eight to 10 years of relevant experience
**Preferred Skills/Experience**
+ Proven experience in sales leadership, preferably in small business or merchant acquiring.
+ Strong communication and interpersonal skills with a focus on partnership building.
+ Highly organized, structured, and data-driven approach to decision-making.
+ Ability to coach and inspire teams while adapting to changing market conditions
+ Thorough knowledge of banking products/services, banking operations, and current market trends
+ MBA preferred
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $119,765.00 - $140,900.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
Loan Support Analyst - Various Departments/Levels - Midland Loan Servicing
Overland Park, KS job
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As a Loan Support Analyst within PNC's Midland organization, you will be based in office within the PNC footprint of Overland Park, Dallas, Birmingham, Pittsburgh, Cleveland, and Charlotte. PNC's Midland organization has multiple Loan Support Analyst openings across various teams.
A Loan Servicing Analyst is primarily responsible for managing daily servicing functions of a portfolio of commercial loans and processing transactional activities in a loan servicing system. This may include any of the following items:
• Review of Loan documents and Closing Statements to become familiar with the asset
• Complete certain loan setup tasks in a servicing system, ensuring relevant data is captured and consistent with the loan or asset documents
• Setup reserve accounts in a servicing system as outlined in the loan documents
• Review monthly billing statements to ensure accuracy and deliver billing statements to the borrowers
• Input and maintain transactional information and process borrower payments, cash management sweeps, and external funds movement, such as advance draws or reserve disbursements
• Monitor loan-level, critical-date reports and the maturity letter process
• Prepare loan payoff quotes for review and deliver final version to client/borrower Job Description
Applies specialty product knowledge to close or administer high complexity or high risk syndicated and/or commercial loan transactions. May have responsibility for fulfilling key fiduciary obligations associated with the Banks Agent role; validating construction due diligence requirements; and/or monitoring construction progress and draw requirements. Directly interacts with high revenue/high profile corporate and/or commercial real estate clients.
Reviews customized commercial, legal, and related due diligence documentation and reporting to ensure adherence to complex deal structures and/or regulatory compliance requirements.
Consults and advises customers, investors, capital markets loan syndications and/or commercial real estate deal teams, as well as external and internal business partners to execute transactions.
Reviews transactions and related documents, including collateral and construction requirements. Verifies work processes to ensure completeness, accuracy, and conformance to credit approvals, legal documents, established service levels and applicable procedures. Determines whether loan disbursements can be made, or if additional documentation or escalations is required
Reviews reports to identify exceptions, monitor quality and ensure compliance. Participates in risk mitigation activities. May serve as a subject matter resource and may provide specialty product training.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsAnalytical Thinking, Capital Management, Compliance Requirements, Documentations, Due Diligence, Loan Documentation, Regulatory Compliance, Risk Mitigation StrategiesCompetenciesConsulting, Customer Interaction, Decision Making and Critical Thinking, Effective Communications, Financial Analysis, Managing Multiple Priorities, Negotiating, Operational Functions, Products and Services, Relationship ManagementWork ExperienceRoles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesNo Required License(s) BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Auto-ApplyOperations Production Support Specialist - Insurance - Midland
Overland Park, KS job
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Operations Production Support Specialist within PNC's Midland organization, you will be based in office within the PNC Midland footprint. PNC provides a best in class office environment; and also supports remote and hybrid work environments.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Leads a critical operational support service, process, capability or initiative within an operational unit and ensures performance and/or risk indicators are met.
* Establishes and monitors process performance measurements and business impact. Gathers and communicates performance statistics and reports to internal stakeholders and senior management.
* Promotes and monitors the production workflow and assists team members with escalated process issues. Independently identifies and resolves exceptions and serves as a point of escalation.
* Monitors effectiveness and efficiency of production and/or process. Determines and/or drives change and improvement efforts in production and/or processes.
* Ensures the business adheres to policies, procedures and regulatory standards. Independently resolves compliance issues and drives risk mitigation activities.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Accountability, Customer Solutions, Ensure Compliance, Personal Initiative, Process Improvements, Results-Oriented, Risk Mitigation Strategies, Standard Operating Procedure (SOP)
Competencies
Accuracy and Attention to Detail, Consulting, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Operational Functions, Problem Solving, Process Management, Products and Services, Standard Operating Procedures
Work Experience
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Head of Agency Servicing - Commercial Real Estate
Jpmorgan Chase & Co job in Kansas City, KS
JobID: 210689535 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $170,050.00-$285,000.00 Head of Agency Servicing - Commercial Real Estate We're expanding our Commercial Bank and Real Estate operations and are looking for an experienced professional in commercial real estate operations and GSE loans. This role presents a unique opportunity to contribute to the growth of a new business line within our industry-leading JPMorganChase commercial real estate platform. Our Commercial Banking offers extensive industry knowledge, local expertise, global capabilities, and a comprehensive set of financial products and services to clients with annual revenue ranging from $20 million to $2 billion.
As Head of Agency Servicing - Commercial Real Estate in our Commercial Banking team, you will be responsible for leading the Agency Operations. Your role will involve expanding the capabilities of an existing operations team renowned for its exceptional loan servicing. You will work closely with business leaders, GSE stakeholders, and various teams to ensure operational excellence. This position offers a unique opportunity to contribute to the growth and development of a new business line on our industry-leading JPMorganChase commercial real estate platform.
Job responsibilities
* Serve as the Agency business process expert related to loan servicing
* Develop the future state operating model for servicing including asset management, investor reporting and loan servicing
* Lead operational readiness work streams to drive alignment to the new model
* Lead the development of long-term scaling for the Agency and off-balance sheet portfolio
* Be the main point of contact for GSE stakeholders related to operational processes, reviews and audits
* Build a robust quality control program for the GSE portfolio and lead the oversight of quality control
* Lead servicing teams which perform origination and servicing activities
* Work closely with commercial real estate business functions on operational readiness matters to ensure that anticipated time frames are met
* Perform additional duties as assigned
Required qualifications, capabilities, and skills
* 10+ years of experience with servicing of Fannie Mae DUS and Freddie Mac Optigo loans
* Experience working for a major commercial real estate servicer
* Experience in working with GSE stakeholders related to loan servicing and experience participating in audits and certifications process
* Ability to interact favorably in person and on the telephone with government agency staff, and team members
* Knowledge closing and servicing commercial real estate loans for multifamily housing
* Knowledge of investor reporting, Mortgage Industry Standards Maintenance Org (MISMO), and CREFC IR
* Excellent knowledge of mortgage products, financial services, lending, and real estate compliance in addition to loan servicing standards. Knowledge of Affordable Housing Financing (when applicable)
* Excellent written and verbal communication skills with strong organizational and execution skills
* Highly motivated with strong work ethic and desire to work in a fast-paced environment with ability to work on various projects simultaneously. Ability to work independently across various levels in the organization
* Ability to travel domestically when required
Preferred qualifications, capabilities, and skills
* Bachelor's degree is preferred
* Strategy software experience a plus
* CMBS, balance sheet, FHA/ VA, Ginnie Mae experience a plus
Auto-ApplyCall Center Collector
Overland Park, KS job
Spokane, Washington residents: If a street address is not available, enter N/A when completing a job application. At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
We're seeking individuals who are personable and naturally friendly, detail-oriented, goal driven, and excellent communicators. You will work in a fast-paced environment and utilize your exceptional customer service and negotiation skills. You will receive 4 weeks of paid training, designed to maximize your potential from the start of your employment.
**Pay** : $20/hour plus lucrative incentive plan
**Start Date** : February 2nd, 2026
**Training:** Monday - Friday for the 1st 4 weeks 8:00am -5:00pm CST
**Schedule after training** : Remote - Ability to work Monday through Saturday, 7am to 9pm CST. The schedule will consist of two evening shifts and three day shifts.
As a Call Center Customer Service Collector, you are the first point of Contact for our customers. We are looking for candidates who are in the central time zone.
**Responsibilities include** :
+ Interacting with a wide variety of customers, receiving inbound calls as well as using an outbound dialer system
+ Provide excellent customer service, critical thinking, and remaining solution-focused throughout customer interactions
+ Educating and arranging repayment schedules in order to meet department goals and deadlines
+ Performing collection activities in accordance with state and local collections laws to collect past due customer accounts
**Why Should You Apply** :
+ You're passionate and want to make a difference in people's lives
+ You like hands-on training to set you up for success
+ You're excited about being part of a collaborative team and providing ideas for process improvement and innovation
+ You love interacting with customers and building loyalty
+ You are seeking excellent training and development opportunities with higher earning potential and career advancement
+ You want a comprehensive benefits package, including medical, dental, vision, paid vacation and holidays, tuition reimbursement, 401(k) with company match and Employer-funded Pension Plan
**Basic Qualifications**
+ High school diploma or equivalent
+ Minimum one year of experience in collections and/or customer service activities
**Preferred Skills/Experience** :
+ Some knowledge of loan collection policies and procedures, fair debt collection practices, and related laws
+ Strong customer service/relations skills
+ Ability to identify and resolve exceptions and to organize and interpret information
+ Good verbal and written communication skills
+ Problem-solving/critical thinking skills
+ Familiarity with Microsoft Excel
+ Proven time-management skills
+ Experience in working with targets and deadlines
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $22.50
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
Investor Accounting Analyst III KCIS
Overland Park, KS job
Under the supervision of the department manager, the Investor Accounting Analyst III is responsible for accurate and timely reporting and remitting as dictated by the related servicing agreements for assigned contracts. In addition to standard Investor Analyst responsibilities, this role handles more complex and potentially labor-intensive manual calculations for deals such as Participation, Third-Party, and CMBS contracts.
Essential Functions
Perform all functions of an Investor Analyst II
Interpret Pooling and Servicing Agreements (PSA), Sub-Servicing Agreements (SSA), Interim Servicing Agreements (ISA), Participation Agreements, and other complex third-party agreements to determine portfolio reporting and remittance requirements and respond to investor inquiries
Review, communicate, and set up new contracts in core systems including Strategy Investor Setup, Collection Account Setup, RECWEB Investor Summary/Calendar Setup, and Trustee File Setup
Resolve servicing fee and other validation exceptions
Monitor calculation and reporting of Realized Losses, Appraisal Reduction Amounts (ARA), and Appraisal Subordinate Entitlement Reductions (ASERS)
Provide advice, oversight, and assistance to management in identifying, managing, and escalating risk issues
Communicate with Rating Agencies, Trustees, and Investors, ensuring confidentiality documents are current and on file
Exceed performance goals and consistently push self and others for results
Assist in the development and training of new employees
Support peers with reconcilement issues and questions
Participate in special projects, including testing phases of system upgrades and enhancements
Contribute to team development and team building initiatives
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
Bachelor's Degree in Finance or Accounting (preferred)
OR equivalent experience (required)
Work Experience
1+ years of investor reporting or related experience within the industry, with emphasis in loan servicing or commercial real estate reporting (preferred)
Skills
Preparation and validation of complex investor reports and remittances per servicing agreements
Analysis of PSAs, SSAs, ISAs, and third-party contracts to determine reporting requirements
Configuration of investor and trustee data in systems like Strategy and RECWEB
Execution of labor-intensive calculations for specialized contracts such as CMBS and Participation deals
Resolution of exceptions and discrepancies in servicing fee calculations
Monitoring and reporting of Realized Losses, ARAs, and ASERS for investor portfolios
Identification and escalation of risk issues to ensure compliance and operational integrity
Professional interaction with rating agencies, trustees, investors, and internal teams
Use of advanced Excel functions for ad-hoc reporting and financial analysis
Mentoring peers and assisting with reconcilement and procedural questions
Onboarding and development of new employees through knowledge sharing
Participation in testing phases of system upgrades and enhancements
Recommendation and implementation of changes to investor reporting procedures
Ability to manage multiple tasks and deadlines with precision and efficiency
Commitment to delivering high-quality service and maintaining confidentiality
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
Work Location Category
Hybrid (2+ days)
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $61,000.00 - $94,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 01/09/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Remote
Auto-ApplyPart Time Associate Banker Fort Bend / Southwest (30 hours)
Jpmorganchase job in Missouri City, MO
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-Apply