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Navy Army Community Credit Union jobs - 50 jobs

  • IT Service Desk Analyst II

    Navy Army Federal Credit Union 3.9company rating

    Navy Army Federal Credit Union job in Corpus Christi, TX

    First line Service Desk support for all credit union staff. Assist staff in the operation of standard desktop equipment including computers, printers, and all connected peripherals. Assist staff with usage of all desktop software including, but not limited to, Windows operating systems, Microsoft Office applications and financial software. Assist Desktop team with remote and onsite software delivery and hardware deployment preparations. Develop any related technical documents, policies, and procedures ensuring all documentation meets compliance requirements and is properly maintained. ESSENTIAL JOB FUNCTIONS * Service Desk Support * Provide technical support to credit union staff via Service Desk ticket system, phone, email, and remote support tools. * Document all support requests received in Service Desk ticket system and quickly diagnose and resolve issues, routing them to the 2nd tier support personnel for resolution when required. * Build, maintain and share Service Desk knowledge base for common problems, solutions, and troubleshooting techniques. * Assist with the production of Service Desk status reports and summary analysis regarding overall ticket performance, reoccurring issues, etc. * Provide assistance to members as needed to address IT related issues. * Hardware and Software Support * Diagnose phone system issues including voicemail, user operational issues, and adds/moves/changes. Routing advanced issues to Service Desk Administrator for resolution or advanced programming. * Manage credit union digital marketing displays ensuring displays are properly configured and online. Ensure marketing campaigns are properly scheduled and functioning properly. * Assist desktop team with client systems installation including operating system, software installation, maintenance, and pre deployment preparations using remote and onsite management and deployment tools. * Track and verify receipt of all IT hardware delivered to office location; and, works with appropriate IT manager or owner to process inter-office delivery. * Perform daily windows and core systems processing as required. * Develop and maintain any documentation, policies, and procedures required ensuring that they meet compliance requirements. * Provide staff training when necessary to assist with issue avoidance thru proper knowledge transfer. * Work with outside providers to address any issues or questions that may arise. * Participate in department on-call scheduling as well as weekly maintenance window schedules. Saturday hours on rotational basis. * All other duties as assigned. RELATIONSHIPS AND CONTACTS Supervise Approximately: None Reports to: IT Operations Assistant Manager Contacts: Frequent contact with other employees, departments, and outside vendors. Some contact with members.
    $29k-45k yearly est. 26d ago
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  • Receptionist

    Navy Army Federal Credit Union 3.9company rating

    Navy Army Federal Credit Union job in Portland, TX

    Greet members, making them feel welcome, and introduce them to new products and services that address their financial needs. Guide members on ATM/ITM machines and e-services. Provide backup clerical tasks for credit union staff to ensure timely delivery of services to membership and contacts. Lobby lead to maintain a high level of service and ensure members are assisted efficiently. ESSENTIAL JOB FUNCTIONS * Official greeter, first point of contact for members and visitors. Responsible for updating lobby tracker; route/refer to appropriate credit union personnel/dept. * Serves as ATM/ITM Concierge, if applicable. * Ensures neatness of main lobby area and appropriate signage for the lobby are posted. * Ensures that members are helped in a timely manner by monitoring Lobby Tracker wait times and ensuring members are kept abreast f wait times and next available staff person to assist. * Maintain familiarity with credit union products and services and their features and benefits. * Assist members Safe Deposit Box access, if applicable. * Answer general member questions with regards to account information and available services. * Provide service on accounts such as check orders, address changes, loan coupon request, stop payment, statement copies, etc. * Assist members on ATM/Debit Card usage and enrollment and reset of all e-services, including online banking. * Maintain debit card printer. Verify and file debit card reports. Issue- Debit cards and renewals. * Ensure debit card inventory is verified daily, properly loaded, balanced, and removed at end of day under Dual Control. * Assist members with Debit Card disputes, Smart Card features and benefits. * Assist members with requests for account maintenance and account research. * Ensure debit card inventory is verified daily, properly loaded, balanced, and removed at end of day under Dual Control. * Maintain debit card printer. Verify and file debit card reports. Issue member ID cards and Issue Debit Cards and renewals. * Responsible for ordering supplies for Member Service Dept. * Fill in as overflow for clerical duties in the branch. * Complete and forward data, information, and documentation as requested by staff via email, phone or other communication. * Prepare member documents as per instructions from Branch staff or staff from other Branches. * Distributes incoming mail received at branch from FedEx and postman. Schedules FedEx pick-up. * Demonstrates an understanding of and follow the requirements of all regulation compliance including but not limited to those Bank Secrecy Act (BSA), AntiMoney Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions. * Responsible for completing BSA/AML compliance training annually. * All Other Duties as Assigned. RELATIONSHIPS AND CONTACTS Supervise Approximately: None Reports To: Branch Manager Contacts: Daily contact with members, vendors, employees, via face to face, email and telephone.
    $26k-29k yearly est. 16d ago
  • VP SBL Business Development Officer I (Remote)

    The Bancorp 4.3company rating

    Remote or Austin, TX job

    and can be located anywhere in the U.S.A.*** The Bancorp's Small Business Lending team is a leader in helping businesses across the country secure the impactful SBA loans that drive growth. Deliver tailored financial solutions and contribute to the success of small businesses nationwide as a part of this dynamic team. Originate business for the bank suitable for loan generation of Small Business Administration 7a, Express, 504 and USDA loans. Gather applications, perform financial analysis of required cash flow, and present the package within credit policy requirements. Directly interact with and manage client relationships. Responsibilities Essential Functions Generates new Small Business Administration (SBA), Express, 504, and USDA loans from small business clients in accordance with established annual goals and objectives. Originates new paid and non-paid referrals and face-to-face contacts. Identifies main client groups and audiences, determine the best way to communicate information to them, and develop and implement a communication plan. Manages client relationship on originated loans through closing. Makes periodic site visits to clients, within defined market region, to assist Portfolio Management Group and to provide compliance with Annual Review Documentation from borrowers. Cross-sells bank services to existing loan relationships and manage relationships. Pre-screens loans with knowledge of SBA and USDA for proper structure, conformity, and eligibility with respect to the applicable loan program. Follows up on any exceptions or account matters. Gathers complete underwriting packages, and present for acceptance Commitment Letter with clients. Assists team with obtaining from clients the documentation required to close the transaction. Works with Small Business Lending division on all loan submissions, presentations and qualification matters. Manages client relationship and expectations of new accounts by taking loan applications, attending closings and providing customer service. Works with borrower/applicant to facilitate convert loan opportunities. Acts as primary liaison with the client and handle any issues/problems. Participates Loan Committee presentations. Participates in community and business functions/groups to provide a positive image for the bank within the region's marketplace. Establish referral contacts within the community. Maintains strong working relationships with referral contacts. Educates clients of advantages and create brand recognition in the market. Attends local SBA functions to establish Banks presence and cultivate CDC relationships. Perform other duties as assigned. Qualifications Education/Experience Requirements Undergraduate degree in a related field or an equivalent combination of training and experience. Five years Marketing, sales, and business development experience, including two years Finance/Lending background. Preferred Requirements Demonstrated prior business success in Small Business Administration Lending/Sales. Excellent verbal, written, and interpersonal communication skills. A team player able to work effectively in a team fostered, multi-tasking environment. Proficient in Microsoft Office suite, e.g. Excel, Word, Outlook. Strong working knowledge of financial analysis including: cash flow, balance sheet, financial ratios, industry analysis, audit, etc. No travel required. Additional Information This job will be open and accepting applications for a minimum of five days from the date it was posted. Salary Range: $95,000 - $115,000 Plus Incentive This information reflects the base salary pay range for this job based on current national market data. Ranges may vary based on the job's location. We offer competitive pay that varies based on individual experience, qualifications and other relevant factors. We encourage you to apply to positions that you are interested in and for which you believe you are qualified. To learn more, you are welcome to discuss with us as you move through the selection process. Working at The Bancorp Bank, N.A. and Benefits Information: ********************************************* Company Culture & Background Screening Company Culture at The Bancorp Bank: *************************************************** The Bancorp Bank, N.A. is an EQUAL OPPORTUNITY EMPLOYER and will not discriminate on the basis of race, color, religion, gender, gender identity, sexual orientation, pregnancy, citizenship, national origin, age, disability, genetic information, veteran status or other protected category with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. Employment with The Bancorp Bank, N.A. includes successfully passing a background check including credit, criminal, education, employment, OFAC, and social media background history. #LI-CB1 #LI-Remote #BancorpRemote
    $95k-115k yearly Auto-Apply 7d ago
  • Retail Learning & Development Specialist

    Sunflower Bank, N.A 4.3company rating

    Dallas, TX job

    Job DescriptionDescription: At Sunflower Bank, N.A., we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank, N.A. at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Retail Learning & Development Specialist at our Dallas, TX location. Description: This position will assist in training of retail employees in all system, product and service areas, create training materials and provide branch support services to assigned locations. Qualified candidates should have excellent verbal and written communication skills, be willing to travel, work flexible hours and have prior banking experience. Responsibilities: Creating a positive work environment Build an environment of “Legendary Customer Service” status by providing such service to both internal and external customers. Obtain thorough knowledge of Sunflower Bank's policies, procedures, products and services Assist in training material preparation and maintenance as requested Assist in training retail staff Provide follow-up training at branch level to new trainees and employees who require additional position specific training Providing tracking and feedback to supervisor Maintain an average score of 4+ on the Trainer Performance Evaluation Engage in training skill enhancement and participate in continuing education Provide branch support services to assigned locations Education / Experience Preferred: High School Diploma or equivalent An equivalent combination of education and experience may meet qualifications Pay is dependent on knowledge, skills, abilities, experience, and location. Working Conditions The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associates enjoy outstanding benefits, including: 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more associate perks & incentives! If you qualify, apply online at ****************************** You've never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law. Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. Requirements:
    $46k-71k yearly est. 2d ago
  • Appraisal Coordinator

    Bank OZK 4.8company rating

    Dallas, TX job

    Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers. The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits (********************************* . Job Purpose & Scope Responsible for placing, tracking, and delivering appraisal orders through the Collateral Management System (CMS) and Real Estate Information Management System (RIMS). Essential Job Functions + Manages and prioritizes an appraisal order pipeline. + Verifies appraisal order information in CMS or RIMS and engages appraisers for assignment. + Facilitates communication between the vendor and loan production staff throughout the appraisal engagement period. + Serves as the primary point of contact in charge of answering questions on active requests. + Communicates with appraisers for status updates to ensure appraisal reports are delivered on time. + Escalates file issues as needed. + Completes weekly vendor invoicing and assists with the administration of the approved appraiser panel. + Ensures satisfactory ongoing monitoring and coordination of appraisal vendor status. + Collects and archives vendor compliance documentation. + Completes special projects as assigned by the Process Manager. + Tracks, communicates, and escalates process risks and issues. + Generates CMS and RIMS reports. + Maintains good punctuality and attendance to work. + Follows Bank policy, procedures and guidelines. + Performs other responsibilities as assigned. Knowledge, Skills & Abilities + Knowledge of real estate software platforms such as RIMS and CMS. + Ability to communicate effectively both verbally and in writing. + Ability to demonstrate initiative to accomplish work objectives. + Ability to work effectively and demonstrate flexibility in a continually changing environment. + Ability to demonstrate effective organization, critical thinking, analytical and problem-solving skills. + Ability to manage multiple tasks with exacting deadlines in a fast-paced environment. + Ability to work without close supervision. + Ability to demonstrate effective customer service skills. + Ability to maintain confidentiality. + Ability to work extended hours. + Ability to work effectively in a team environment. + Ability to maintain attention to detail. + Ability to demonstrate effective time management skills. + Ability to proactively recognize potential problems and respond accordingly. + Ability to identify and resolve problems in a timely manner. + Skill in using computer and including Microsoft Office including Outlook, Word, Excel, PowerPoint, and Visio. Basic Qualifications + High school diploma or equivalent, required. + Minimum of six (6) months of work experience with MS Office suite of products, preferred. + Experience with CMS or RIMS, preferred. Job Expectations Operate customary equipment and technology used in a business environment, with or without accommodation. Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time. EEO Statement Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.
    $35k-50k yearly est. 25d ago
  • Loan Operations Director

    Sunflower Bank, N.A 4.3company rating

    Plano, TX job

    Job DescriptionDescription: At Sunflower Bank, we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A is looking for an energetic, highly motivated individual to fill the full-time position of Loan Operations Director. Description: The Loan Operations Director position is responsible for overall loan operations including processing, closing, funding and servicing of commercial and consumer loans. This position is responsible for leading, inspiring, training and managing the loan operations staff to drive operational excellence and efficiency to ensure the department meets service level agreements and organizational goals, while also meeting compliance and regulatory requirements. Responsibilities: Provide strategic and operational direction to managers and staff to develop, implement and maintain loan operations processes and procedures. Manage procedures, policies, risks and practices to comply with strategic direction and regulatory requirements. Provide management reports associated with loan servicing such as volumes processed, deadlines, error ratios, etc. Lead and develop a strong team that can handle a diverse workload due to the wide range of loan products serviced. Establish and monitor efficiency standards for all loan operations functions and staff to ensure efficient, timely and accurate processing and servicing of loans. Assist with regulatory exams and loan audits. Manage the implementation of changes in regulatory, legal and credit policy impacting loan operations. Resolve complex and sensitive loan operations servicing issues. Interview and hire Loan Operations management and staff; determine work priorities; schedule work assignments; train and evaluate work performance and provide ongoing recognition, mentoring, coaching and counseling. Develop and maintain a working understanding of products and services offered by the Bank and in the marketplace. Education / Experience Preferred: Bachelor's Degree or equivalent work experience. 10+ years of previous loan operations experience with preference for various types of loans, loan processes and procedure, laws and regulations; or an equivalent combination of training and experience. Broad knowledge of lending operations processes, procedures, applications and methods. Experience and ability to manage multiple geographic areas and/or groups. Excellent leadership and people development skills. Must be able to multi-task with frequent interruptions and be comfortable in a fast-paced, changing environment with the ability manage multiple projects to meet deadlines. Must possess excellent interpersonal, leadership, communication, and management skills. Must possess proficiency with systems and ability to understand system functions and business side set-up. Sales Force/nCino experience a plus. Must be able to work flexible hours. Some travel between department locations required. Pay is dependent on knowledge, skills, abilities, experience, and location. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associates enjoy outstanding benefits, including: 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more associate perks & incentives! If you qualify, apply online at ****************************** You've never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy . Requirements:
    $97k-143k yearly est. 23d ago
  • Commercial Banking Assistant II

    Bank OZK 4.8company rating

    Frisco, TX job

    Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers. The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits (********************************* . Job Purpose & Scope Provide support to the Commercial Banking team regarding loan production and related banking services to foster and deepen the Commercial and Consumer relationships, while handling a greater and more complex workload. This role requires increased independence in execution with minimal oversight, while continuing to foster internal collaboration that aligns with the OZK Way and Commercial Bank Vision Statement. Essential Job Functions + Administer various loan documentation and information throughout the loan life cycle, including escalating items as necessary to provide excellent client experiences. + Promote relationship excellence between clients, Commercial Bankers and Business Partners. + Serve as the first point of contact for all internal and external calls. + Stay current with Bank products and services to identify and anticipate client needs. + Timely coordination with appraisal services, attorneys, environmental service providers, title companies, insurance companies, and other third-party providers. + Facilitate and coordinate the loan process, including loan application, funding, advances, issue payoff quotes, manage releases, and general ledger management. + Review loan documents for completeness and accuracy. + Compile reports including the Past Due Report, Maturity Report, Collateral Exception Report, Financial Exception Report, Discrepancy Report, and others. + Assemble and maintain loan files. + Prepare and mail correspondence as required. + Provide support to other business lines as needed. Knowledge, Skills & Abilities + Demonstrated knowledge of all elements required to close a loan. + Ability to demonstrate knowledge of loan application software. + Ability to read and understand documents such as policy manuals, operating and maintenance instructions, procedure manuals, financial documentation, covenants, and loan documentation. + Ability to communicate effectively both verbally and in writing. + Ability to handle confidential information professionally. + Ability to handle multiple tasks and multiple priorities. + Ability to perform with less reliance on supervisor's support. + Ability to demonstrate strong organizational skills. + Ability to demonstrate problem solving ability. + Ability to provide exceptional customer service. + Ability to succeed in a team environment. + Ability to produce high volume and credible work with attention to detail. + Ability to produce time sensitive work, consistently meeting deadlines. + Skill in using computer and Microsoft office including Outlook, Word, Excel and PowerPoint. Basic Qualifications + High school diploma or equivalent required. + Minimum two (2) years of lending support experience required. + Minimum two (2) years' experience with computers, including experience with Microsoft Word and Excel, required. + NMLS, or successful completion of NMLS process within 30 days of hire, required. Job Expectations Operate customary equipment and technology used in a business environment, with or without accommodation. Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time. #LI-FO1 EEO Statement Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.
    $35k-45k yearly est. 10d ago
  • Corporate Counsel

    Navy Army Federal Credit Union 3.9company rating

    Navy Army Federal Credit Union job in Corpus Christi, TX

    The Corporate Counsel serves as a strategic legal partner to the credit union providing expert guidance on legal matters that impact the credit union's operations. This role supports the Chief Risk Officer (CRO) in effectively managing legal and regulatory risks from a collaborative leadership style that encourages proactive, business-minded legal guidance - balancing precision with operational efficiency. A key focus of this role is driving effective legal work management. Rally Credit Union fosters a culture of integrity, collaboration, and innovation, with a strong commitment to employee growth and internal advancement. Employees are empowered to contribute meaningfully to the organization's mission of improving lives and driving possibilities. ESSENTIAL JOB FUNCTIONS * Assess each legal request to determine whether it should be managed internally or outsourced, considering its complexity, required expertise, and whether it can be grouped with related matters or broken into smaller, manageable components. * Select the most appropriate service provider for outsourced requests by matching the work's attributes with provider capabilities to ensure optimal results. * Conduct internal preparation before engaging external providers, ensuring that all relevant information, documentation and initial analysis are complete to streamline execution and reduce costs. * Continuously improve provider mix and match quality by systematically collecting data on legal requests and analyzing current and future work requirements to enhance efficiency and cost effectiveness. * Provide oversight of legal processes related to levies, subpoenas, garnishments, and bankruptcies ensuring timely response, accurate documentation and compliance with applicable laws and internal procedures. * Review and approve powers of attorney, guardianship documents, and other member-submitted legal instruments to ensure compliance with applicable laws and internal policies. * Review and evaluate internal policies and procedures from a legal perspective to ensure alignment with applicable laws, regulatory requirements, and best practices. Provide recommendations for revisions or enhancements to mitigate legal risk and support operational integrity. * Review credit union documents and other correspondence to ensure legally sound and to identify and mitigate potential exposures. * Monitor changes in laws and regulations affecting credit union operations and advise on needed policy or procedural changes. * Develop internal resources to promote legal awareness and risk-informed decision making. RELATIONSHIPS AND CONTACTS Supervise Approximately: None Reports To: Chief Risk Officer Contacts: Senior management and outside counsel
    $89k-154k yearly est. 12d ago
  • Consumer Banking Relationship Specialist (Relationship Banker)

    Bank OZK 4.8company rating

    Austin, TX job

    Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers. The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits (********************************* . Job Purpose & Scope Responsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times Essential Job Functions + Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners. + Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions. + Open and service deposit accounts. + Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud. + Actively participate in morning huddles, calling efforts, business development, and constructive coaching conversations with leadership. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed. + Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning. + Actively promote teamwork, leading by example and taking initiative to assist others. + Provide backup and assistance to other retail banking roles and locations, as necessary. + Model and champion the Bank's standards for exceptional customer service. + Enthusiastically support the bank's values and mission. + Display a high degree of integrity, trustworthiness, and professionalism at all times. + Complete all essential training timely. + Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members. + Maintain consistently good punctuality and attendance to work. + Adhere to all Bank policies, procedures, and guidelines. Knowledge, Skills & Abilities + Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards) + Knowledge of bank policies and procedures + Critical thinking and communication skills + Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition + Ability to demonstrate confidence and act as a trusted advisor + Ability to communicate effectively both verbally and in writing + Ability to demonstrate team player approach, capable of thriving in a continually changing environment + Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail + Ability to work without close supervision + Ability to maintain confidentiality + Ability to follow policy and procedure including safety and security procedures + Ability to travel to other work locations (e.g., training, staffing shortages), as needed + Skill in using computer and Microsoft Office applications necessary to perform essential job functions Basic Qualifications + High school diploma or equivalent required; bachelor's degree preferred + 1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required + Basic knowledge of personal finance and household budgeting required + Knowledge of, experience with, and ability to explain bank products, online banking, mobile banking applications, banking cards, etc. preferred + Experience in retail customer service and/or sales preferred + NMLS preferred (required for lending activities) Job Expectations Job Expectations: O perate customary equipment and technology used in a business environment, with or without accommodation. Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time. #CBRS #LI-MR2 EEO Statement Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.
    $30k-40k yearly est. 60d+ ago
  • Operations Reporting Analyst

    Sunflower Bank, N.A 4.3company rating

    Plano, TX job

    Job DescriptionDescription: At Sunflower Bank, N.A., we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full-time position of Operations Reporting Analyst. Loan Servicing Experience is a MUST. Previous experience completing SBA 1502 Reporting is a MUST. Description: The Operations Reporting Analyst is responsible for partnering with Loan Operations management to create and monitor all department reporting needs. These responsibilities include SLA, KPI, exception and SBA related reporting requirements/needs. The Operations Reporting Analyst is responsible for oversight and review of the ongoing SBA portfolio including reporting, audit of existing files, and communication with internal and external stakeholders. This role will also partner with the Special Assets team to assist with liquidation processing on SBA loans. The loan ops reporting analyst provides technical guidance and implements processes for continuous improvement relating to the SBA portfolio, and all other duties as assigned by the Director of Loan Operations. Responsibilities: Manage macro-level SBA Department Projects including, but not limited to: SBA 1502 reporting and transition to automation SBA Liquidation Process PPP forgiveness and bank-wide support/communication until project is complete Build reporting tools for analyzing and managing the existing SBA portfolio as related to risk and quality Assist in internal audit of loan files as directed. Coordinate the liquidation process between the SBA, Special assets team and Lending unit Back up and support the loan operations teams Notify management of potential risks identified during audit/review/reporting of loans. Create and distribute department wide reports for review by management team Create monthly volumes and SLA reporting for management Education / Experience Preferred: Bachelor's degree or equivalent work experience. Loan Servicing Experience required. 5-10 years of working directly with SBA loan programs. Previous experience completing SBA 1502 Reporting required. SBA Servicing and Liquidation experience preferred. In-depth knowledge of SBA lending practices and requirements as well as the SBA SOP Origination, Servicing, and Liquidation manuals. Pay is dependent on knowledge, skills, abilities, experience, and location. Working Conditions The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associates enjoy outstanding benefits, including: 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more associate perks & incentives! If you qualify, apply online at ****************************** You've never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law. Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. Requirements:
    $52k-70k yearly est. 6d ago
  • Commercial Relationship Manager - Middle Market Banking

    Sunflower Bank, N.A 4.3company rating

    Dallas, TX job

    Job DescriptionDescription: At Sunflower Bank, we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A is looking for an energetic, highly motivated individual to fill the full-time position of Commercial Relationship Manager - Middle Market Banking. Description: The Commercial Relationship Manager - Middle Market Banking role is central to our client acquisition strategy and long-term relationship management. You will serve as the primary point of contact for clients, delivering tailored financial solutions and driving growth within a fast-paced, high-potential market segment. In this role, you will work both independently and collaboratively with the commercial lending team, in conjunction with senior management as part of the Commercial Line of Business, to develop, implement and execute a defined business plan and market strategy. Primary Responsibilities Responsible for expanding, managing and optimizing a portfolio of commercial clients. Lead and Participate acquisition and documentation of loan and deposit transactions. Coordinate the completion of credit applications and credit administration. Properly structure and price loan, deposit and TM transactions/relationships. Present credit requests to senior management and/or the company's Loan Committee for review and approval. Manage all aspects of client relationships consisting of the portfolio loans, deposits, and other products. Refer other traditional non-loan banking services to team members specializing in Wealth Management, Residential Mortgages, Treasury Management Services and appropriate banking opportunities to other departments and personnel. Respond to referrals from senior management and others. Actively participate in new business development programs and acquire new clients Interview commercial loan and deposit applicants. Structure and analyze new and renewed loan requests and make loans within lending authority. Close loans and new deposit relationships. Complete file documentation. Monitor compliance with loan policies and appropriate regulations. Work with credit to assign appropriate risk grades to loans and relationships. Collect past due loans, unless assigned to the centralized collectors. Handle customer service matters and inquiries for lending and non-lending issues. Send financial statements to the credit analysts for spreading and analysis. Monitor and evaluate the performance of direct reports. Provide informal training and guidance for less experienced lenders. Participate in community activities and organizations. Refer appropriate banking opportunities to other departments and personnel. Cross sell all company products and services. Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company. Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines. Understand and participate in the Bank's Community Reinvestment Act program. Perform other duties as assigned. Education / Experience Bachelor's Degree in Business Administration, Economics, Finance, Mathematics or Statistics with a minimum of 12 semester hours of Accounting; Master's Degree or MBA preferred. 10+ years of account relationship management experience. 10+ years of relationship management experience with the majority of the time spent in commercial lending and/or agriculture related lending activities preferred. Formal credit training 5+ years of relationship management experience around deposits and TM Formal credit training such as RMA, Omega CLB, or Regional or State Banking School preferred. Experience in structuring and pricing loan, deposit and TM relationships. Must be proficient in Microsoft Office Suite and Excel and Word specifically. Must possess sales and leadership abilities. Must be able to work flexible hours. Must be bondable. Sunflower Bank N.A Benefits Employees enjoy outstanding benefits, including: 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more employee perks & incentives! People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives and we know that starts with our team. If you qualify, apply online at ****************************** You've never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. Requirements:
    $66k-98k yearly est. 14d ago
  • Consumer Lending Clerk

    Navy Army Federal Credit Union 3.9company rating

    Navy Army Federal Credit Union job in Corpus Christi, TX

    Complete clerical tasks for credit union staff to ensure timely delivery of services to membership and contacts. ESSENTIAL JOB FUNCTIONS * Issue cashier's checks according to loan funding instructions. * Maintain department spreadsheets and follow up with Consumer Lending staff on pending items. * Assist with assigning pending loan applications to Consumer Lending staff. * Monitor Glia queue and transfer pending engagements to Consumer Lending staff. * Monitor department voicemail and assign to Consumer Lending staff. * Monitor department shared mailbox and assign to Consumer Lending staff. * Perform general file maintenance and research transactions. * Receive and distribute all incoming faxes and mail to Consumer Lending staff. * Assist with submitting Akcelerant workflows for loan and account maintenance. * Review title work and funded loans for accuracy and route to the title department. * Place department supply orders. * Foster a teamwork attitude to ensure all credit union goals and objectives are achieved. * All other duties as assigned. * Maintain accurate data entry in regard to member records, maintenance, and transactions; have the ability to find and correct errors. * Ensure the protection of the credit union's interest in matters of adequate documentation; includes but not limited to loan, title work, and account packets. * Adherence to security, internal control procedures, policies and applicable laws and regulations. * Adhere to mandatory compliance, product, and credit union training. * Demonstrates an understanding of and follow the requirements of all regulation compliance including but not limited to those Bank Secrecy Act (BSA), AntiMoney Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions. * Responsible for completing BSA/AML compliance training annually. RELATIONSHIPS AND CONTACTS Supervise Approximately: None Reports To: Consumer Lending Assistant Manager Contacts: Contact with representatives and officers from department and other departments.
    $29k-32k yearly est. 12d ago
  • Private Banking Credit Underwriter

    Sunflower Bank, N.A 4.3company rating

    Houston, TX job

    At Sunflower Bank, N.A., we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full-time position of Private Banking Credit Underwriter. 2+ years experience in Private Wealth Lending is a MUST. The salary range for this position is $70,000 to $130,000 depending on knowledge, skills, abilities, experience, and location. Description: The Private Banking Credit Underwriter position is responsible for gathering, analyzing and interpreting financial and credit information in order to assess the creditworthiness of the company's commercial customers, focusing on the company's moderately complex credit relationships. The position assists Business/Commercial Bankers in supporting new and existing assigned loan relationships with an emphasis on maximizing credit quality and minimizing risk. Responsibilities: Review and analyze financial and credit information, such as financial statements, tax returns and credit reports to determine creditworthiness for borrowers and guarantors. Determine the need for a more thorough investigation or additional information and contact appropriate sources for such information. Prepare detailed financial and analytical reports for each entity analyzed, including historical financial data and trends, detailed cash flow analysis, global cash flow analysis, and simple projections. Research pertinent industry and market information relevant to customers' lines of business. Prepare a written summary of analysis for new and existing loan relationships, especially in regards to the sufficiency of cash flow, collateral and other repayment sources. Assess overall strengths and weaknesses of credit relationship. Communicate key analytical finding and opinions to Business/Commercial Bankers, management or credit officers. Assist in monitoring assigned moderately complex credit files for periodic financial statements, borrowing base certificates, accounts receivable aging, and other items as required by the loan documents. Ensure that covenant compliance and financial reporting requirements are addressed. Exercise independent judgement on client relationship credit analysis and take appropriate resulting action. Participate in departmental or company-wide projects. Seek and propose process improvements. Provide technical advice and assistance to Business/Commercial Bankers and customers. Attend joint calls with the Commercial Banker to gather more information about the business. Assist in the training and development of the Underwriter I. Remain educated and informed about industry trends, community developments, market conditions and regulatory requirements and understand their effect on the company's lending criteria. Understand and adhere to all applicable federal and state laws and regulations, including, but not limited to, the Bank Secrecy Act (BSA) and related anti-money laundering laws and Office of Foreign Asset Controls (OFAC). Education / Experience Preferred: Bachelor's Degree in Accounting, Business, Economics, Finance, or similar field, in lieu of a degree, applicant must have a high school diploma or equivalent and have completed a formal credit training program or certification. 2+ years of experience in credit analysis/portfolio management in a commercial lending environment required with experience in private wealth lending. Must possess specific area of underwriting expertise in at least one area of lending, such as commercial real estate, commercial and industrial lending or SBA lending. Must possess proven ability to successfully understand and analyze financial statements, including balance sheets, income statements, cash flow, and tax returns. Must be proficient in Microsoft Office Suite. Must possess strong business math skills. Must possess proven ability to think critically and communicate results concisely and clearly, both verbally and in writing. Must possess ability to multi-task, prioritize and meet deadlines. Must have ability to work collaboratively by finding common ground to solve problems with the ability to represent his/her own opinion. Must remain educated and informed on industry trends, market conditions and regulatory requirements and actively work to continuously develop professionally. Must possess excellent verbal, written, interpersonal and customer service skills to tactfully and professionally assist with customers, employees, senior management, auditors and regulators. Must have the ability to travel to branch offices as needed. Must be able to work flexible hours. Pay is dependent on knowledge, skills, abilities, experience, and location. Working Conditions The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associates enjoy outstanding benefits, including: 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more associate perks & incentives! If you qualify, apply online at ****************************** You've never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law. Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.
    $36k-53k yearly est. 2d ago
  • Asset Based Lending Portfolio Manager

    Sunflower Bank, N.A 4.3company rating

    Dallas, TX job

    Job DescriptionDescription: At Sunflower Bank, N.A., we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank, N.A. at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Asset Based Lending Portfolio Manager at our Dallas, TX location. Description: The ABL Portfolio Manager is responsible for gathering, analyzing, and interpreting financial and credit information in order to assess the creditworthiness of the company's customers, focusing on the company's moderately complex credit relationships. The incumbent will assist the Asset Based Lending Team in supporting new and existing loan relationships with an emphasis on maximizing credit quality and minimizing risk. Responsibilities: Exercises independent judgment on client relationship credit analysis and takes appropriate resulting action. Participate in departmental or bank-wide projects. Seek and propose process improvements. Provide financial technical advice and assistance to ABL bankers and customers. Assist in the training and development of the Portfolio Manager Level I. Remain educated and informed about industry trends, community developments, market conditions and regulatory requirements and understand their effect on the Bank's lending criteria. Monitor financial performance of existing customers through covenant compliance and other metrics. Education / Experience Preferred: A Bachelor's degree in accounting, business, economics, finance, or similar field. In lieu of a degree, must have a high school diploma or equivalent and have been in this discipline a minimum of 7 years. 5+ years of experience in credit analysis/portfolio management in a commercial lending environment required. Experience with Asset Based Lending and supporting ABL software strongly preferred. Pay is dependent on knowledge, skills, abilities, experience, and location. Working Conditions The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associates enjoy outstanding benefits, including: 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more associate perks & incentives! If you qualify, apply online at ****************************** You've never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law. Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available on our privacy policy. Requirements:
    $122k-211k yearly est. 6d ago
  • Contact Center Representative

    Navy Army Federal Credit Union 3.9company rating

    Navy Army Federal Credit Union job in McAllen, TX

    Serving members operational and financial needs and questions via telephone/web inquiries. Cross sell all credit union services. ESSENTIAL JOB FUNCTIONS * Assist Members Contacting the Credit Union by Telephone/Email. * Process member transactions per telephone request. * Handles tier one queue calls. * Provide information/research to members on overall account and/or service inquiries. * Ensure member is properly charged for services rendered. * Be knowledgeable of and provide information to members and potential members on all credit union services and products, to include but not limited to savings, checking, loans, electronic services and channels, wires, stop payments, debit card transactions/issues, copies of statements and checks, cross account transfers/set up, term shares, check orders etc. * Promotes CU products and cross sells additional products to meet the member's needs. * Contributes to department and credit union goals by handling high contact volumes and assisting the department in meeting overall Contact Center Goals. * Record details of member comments, inquiries, complaints, and actions into appropriate workflow software. * Follow Current Policies and Procedures as Set by the Board of Directors. * Comply with financial industry Rules and Regulations as required by law. * Demonstrates an understanding of and follow the requirements of all regulation compliance including but not limited to those Bank Secrecy Act (BSA), AntiMoney Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions. * Responsible for completing BSA/AML compliance training annually. * Other Duties as Assigned RELATIONSHIPS AND CONTACTS Supervise Approximately: None Reports To: Contact Center Manager Contacts: Extensive daily telephone contact with members and frequent contact with other departments.
    $28k-31k yearly est. 10d ago
  • Mortgage Loan Originator

    Sunflower Bank, N.A 4.3company rating

    Houston, TX job

    At Sunflower Bank, N.A., we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of full-time Mortgage Loan Originator. This is a fully commissioned position with a draw. Draws are minimum wage rates based on work location. Details of the commission plan will be presented at time of offer. Description: Individuals will be required to develop leads and originate mortgage loans through branches, realtors, and builders, and respond to referrals from branch personnel and others. Additionally, candidates should have an understanding of the mortgage regulations and processes as well as other bank products and services in order to deepen relationships with customers. Applicants must be able to effectively communicate both verbally and written, exercise independent judgment and comprehend complex instructions, technical and financial materials and forms related to assigned duties. The MLO must meet production standards developed by management. Responsibilities: Develop, lead and originate mortgage loans through branches, realtors and builders. Interview mortgage loan applicants. Take loan applications from customers. Send applicant's file to processors in the centralized loan support area. Respond to referrals from branch personnel and others. Assist in obtaining additional data or information when requested by processors. Cross-sell all bank products and services. Education / Experience Preferred: Bachelor's Degree in a related field or equivalent experience, MBA or Master's Degree preferred. 2+ years of lending experience preferred. Creativity, flexibility, integrity, and a commitment to customer support are essential. Must be able to work autonomously exercising considerable independent judgment. Must be able to maintain composure in stressful situations. Must be able to work flexible hours. Pay is dependent on knowledge, skills, abilities, experience, and location. Working Conditions The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associates enjoy outstanding benefits, including: 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more associate perks & incentives! If you qualify, apply online at ****************************** You've never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law. We accept applications on an ongoing basis until the role is filled. There is no fixed deadline to apply. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.
    $25k-35k yearly est. 15d ago
  • Part Time Teller

    Navy Army Federal Credit Union 3.9company rating

    Navy Army Federal Credit Union job in Pharr, TX

    Perform transactional duties to serve members by receiving or paying out funds with the highest of accuracy. Maintain accurate transactional records. Provide cash receipt, account, and payment services in accordance with credit union policies and procedures. Cross-sell and promote credit union products and services. ESSENTIAL JOB FUNCTIONS * Maintains excellence in delivering member service and exceeding the credit union and department service standards; greet and welcome members to the credit union in a courteous, professional, and timely manner, providing prompt, accurate and efficient member transactions. * Provides account services to members by receiving deposits and loan payments; cashing checks; withdrawals; pays out money after verification of signatures and member balances, records night, and mail deposits; selling cashier's checks, and money orders. * Verifies amounts, examines share drafts/checks for proper endorsement, and ensures accuracy when entering deposits into computer records. * Cash share drafts/checks and process withdrawals; Redemption of savings bonds. Accept check copy request and check order request from members. * Process all member requests, i.e., wire transfers, address changes, stop payment, or cash advances. * Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by tellers. * Promote credit union services such as electronic services, debit and credit cards, money orders and safe deposit boxes. * Cross-sells credit union products by answering inquiries; informing customers of new services and product promotions; ascertaining member's needs; directing members to a branch representative. * Balance cash drawer at the end of the shift and compare totaled amounts to computer generated balance sheet. Research and resolve discrepancies. Report any discrepancy to the supervisor, as necessary. * Scan daily work and perform such other teller functions that might be needed from time to time and assist others to complete tasks and work assignments. * Ensure that teller station is properly stocked with forms, supplies, brochures, etc. * Serve in a dual control role when needed. * Maintain accurate data entry in regard to member records, maintenance, and transactions; have the ability to find and correct errors. * Adherence to security, internal control procedures, policies, mandatory training, compliance, product, and credit union training. * Maintain an up-to-date and comprehensive knowledge on all related policies, procedures, and rules and regulations, including robbery procedures. * Demonstrates an understanding of and follow the requirements of all regulation compliance including but not limited to those Bank Secrecy Act (BSA), AntiMoney Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions. * Responsible for completing BSA/AML compliance training annually. * All other duties as assigned. RELATIONSHIPS AND CONTACTS Supervise Approximately: None Reports To: Branch Manager or Teller Manager where applicable. Contacts: Frequent contact face to face or by telephone with members and some contact with other departments.
    $27k-31k yearly est. 14d ago
  • Assistant Branch Manager

    Sunflower Bank, N.A 4.3company rating

    Tomball, TX job

    Job DescriptionDescription: At Sunflower Bank, N.A., we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of full-time Assistant Branch Manager at our Tomball, TX location. Description: The Assistant Branch Manager assists the Branch Manager in overseeing the branch's retail growth and profitability. They assist in the responsibility for maximizing sales/production by coaching and developing staff, establishing and upholding legendary customer service, controlling expenses, coordinating the efforts of staff to ensure that functions are completed effectively, and all other various tasks involved in the overall operation of the branch. Responsibilities: Hire, train, direct and communicate performance expectations clearly and frequently, evaluate employee performance - recommend promotions, transfers and salary adjustments; identify performance problems and take action to correct, including termination. Maintain highly qualified staff at the branch who adheres to the latest approved allocation. This includes management and placing a floater pool, if available Develop and coach staff to provide legendary customer service to all customers and non-customers by upholding all customer service non-negotiables, e.g., greet customers with a sincere smile, appropriate use of handshake, learn and use customers' names, process customer requests in a timely/accurate manner, take ownership of customer complaints and ensure resolution and customer satisfaction, provide sincere thank you and lead by example. Engage, motivate, and lead staff to achieve branch goals. Grow branch customers and increase the level of products and services used by identifying opportunities to cross sell and make referrals. Promote, refer, sell and cross sell bank products and services and appropriate deposit, trust brokerage, insurance and credit products and services to generate and increase deposit fee income and coach staff to uphold the same. Monitor teller line for compliance with banking regulations and Bank policies. Take action to resolve any compliance issues. Schedule and monitor daily activities of staff, including transaction approvals. Order daily cash requirements for the bank and manage cash vault limits as well as staff cash limits. Uphold all security policies and procedures and be primary support for branch Security Coordinator. Ensure all deposit, cash, and online posting differences are reviewed and corrected daily. Provide backup for staff as needed and uphold all staff responsibilities. Education/Experience Preferred: Two to five years of similar or related experience. Sound judgement and decision making skills. Proficiency with math calculations. Computer proficiency in a Microsoft Windows environment. Demonstrated excellent verbal, telephone and written communication skills. Sales ability and persuasiveness. Interpersonal skills to include a significant level of trust, diplomacy, courtesy and tact. Exceptional customer service, sales, leadership, teamwork and management skills. Working knowledge of bank operations. Ability to develop and achieve group goals in accordance with defined parameters. Pay is dependent on knowledge, skills, abilities, experience and location. Working Conditions The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associates enjoy outstanding benefits, including: 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more associate perks & incentives! If you qualify, apply online at ****************************** You've never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law. Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available on our privacy policy. Requirements:
    $38k-47k yearly est. 14d ago
  • Commercial Loan Documentation Preparation Specialist

    Sunflower Bank, N.A 4.3company rating

    Plano, TX job

    At Sunflower Bank, N.A., we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full-time position of Commercial Loan Documentation Preparation Specialist. Description: The Commercial Loan Documentation Preparation Specialist position is responsible for activities related to document preparation and review of required information necessary for commercial lending transactions including new loans and/or modifications of existing credit facilities with varying levels of complexity. This position is responsible for accurately performing pre-closing and post-closing duties related to complex commercial loan documentation and operations in a multi-state environment. Responsibilities: Prepare commercial loan documentation with an emphasis on operational excellence. Perform document review to ensure accuracy and completeness of all transactions by conducting a self-review of work completed to ensure accuracy of loan package. Obtain and review all pertinent information required to document loans for delivery to lender prior to the requested time. Proactively identify issues that could potentially delay or prevent closings, notify the appropriate parties and work to resolve issues efficiently. Review LaserPro and attorney prepared documents prior to booking and funding to ensure loan stipulations on the Loan Approval and Credit Memorandum are met. Maintain knowledge of all aspects of commercial loan documentation, understanding legal entities and loan documents such as Notes, Security Instruments, Loan Agreements etc. Work independently and prioritizes a high volume of work. Review loan risks and competing security interests by examining UCC records . Maintain knowledge of regulatory requirements. Maintain knowledge of current loan policies. Education / Experience Preferred: Minimum of 6 years of banking experience with a minimum of 4 years in a commercial lending environment Prior experience in creating commercial loan documentation with the use of LaserPro strongly preferred Detail oriented to ensure accuracy of each loan Personal understanding of entity documents for all types of borrowing entities Previous experience with regulatory compliance items for both consumer and commercial loans Thorough understanding of complex loan and security documentation, including the requirements of all types of lien perfection Ability to work quickly and independently in a fast-paced environment Perform assigned tasks within the established Service Levels Maintain personal performance within the established thresholds Excellent oral and written communication skills Ability to develop and maintain working relationships with peers, co-workers and other bank employees, building trust and mutual respect Pay is dependent on knowledge, skills, abilities, experience, and location. Working Conditions The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associates enjoy outstanding benefits, including: 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more associate perks & incentives! If you qualify, apply online at ****************************** You've never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law. Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our .
    $34k-39k yearly est. 15d ago
  • Associate, ServiceNow Developer

    Bank OZK 4.8company rating

    Dallas, TX job

    Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers. The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits (********************************* . Job Purpose & Scope Responsible for the design, development, and implementation of the ServiceNow solutions that support enterprise technology, operational, and risk initiatives. Essential Job Functions + Designs, develops, and maintains ServiceNow applications and modules, particularly within the IT Service Management (ITSM), IT Operations Management (ITOM), and IT Asset Management (ITAM) suites. + Configures ServiceNow workflows, business rules, User Interface policies, and client scripts to meet business requirements. + Integrates ServiceNow with external systems using REST/SOAP APIs and MID servers. + Ensures platform stability, performance, and security through proactive monitoring and maintenance. + Maintains documentation for configuration, customizations, and integrations. + Stays current with ServiceNow releases and best practices to recommend platform improvements. + Offers technical support and troubleshooting assistance to ServiceNow users. Knowledge, Skills & Abilities + General knowledge of the ServiceNow platform, including configuring application development, integration, and automation. + General knowledge of ServiceNow ITSM, ITOM, and/or ITAM modules for implementation and configuration or customization. + General knowledge of Information Technology Infrastructure Library (ITIL) v4 framework. + Ability to apply analytical and problem-solving skills with the ability to identify and assess risks and develop preventative measures. + Ability to work under general supervision. + Ability to manage multiple tasks with exacting deadlines in a fast-paced environment. + Ability to demonstrate excellent and effective customer service skills. + Ability to maintain confidentiality. + Ability to work effectively and demonstrate flexibility in a continually changing environment. + Ability to demonstrate attention to detail. + Ability to communicate effectively both verbally and in writing with all levels of the organization, including technical and non-technical stakeholders. + Skill in using computer and Microsoft Office products, including Word, PowerPoint, and Excel. Basic Qualifications + Bachelor's degree in computer science or related field, or commensurate work experience, required . + 3+ years of work experience in ServiceNow development, with specialty in CMDB and the ITSM and IT Asset Management modules, required. + Professional certification or training in ITILv4, ITSM, ServiceNow CSA, ServiceNow Certified Application Developer, or ServiceNow Implementation Specialist, preferred. Job Expectations Operate customary equipment and technology used in a business environment, with or without accommodation. Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time. #LI-KC1 EEO Statement Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.
    $30k-47k yearly est. 13d ago

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Navy Army Community Credit Union may also be known as or be related to NAVY ARMY COMMUNITY CREDIT UNION and Navy Army Community Credit Union.