Commercial Real Estate - CRE Specialist II
Specialist job at NBH Bank
It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn't just see a number, they'd see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people's lives and offer simple solutions.
That's the basics of Relationships. Fairness. Simplicity. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.
We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work.
The focus of this job is on producing high quality, detailed work based on established standards, guidelines and procedures. Precise, consistent work output is essential requiring patience and a willingness to handle and complete one task at a time. The job environment is stable, based on known relationships with people and well-defined processes. Job knowledge and competency is built through structured step-by-step training and positive, supportive coaching from management and peers. Communication with others is based on knowledge of repetitive job routines and procedures gained from sufficient on the job experience. Consistent, error free work based on defined regulations and standards are key measures of job performance success. The job environment promotes steady, methodical work output so that job routines can be completed on time and error-free. This position is designed to develop a valued technical expert, who, recognized and supported by management and a stable work environment, can deliver quality work on a consistent basis.
As a Commercial & Specialty Banking Specialist II, you will manage daily, weekly, and monthly Commercial or Specialty Banking trend compliance reports, financial, pipeline and portfolio management reports. You will be responsible for a variety of tasks including accurately inputting, monitoring and processing loan data in Capital Stream, and assist Relationship Managers, Portfolio Managers and Credit Analyst in monitoring maturing loans, past dues and covenant reports. You will assist Relationship Managers and Portfolio Managers in all aspects of processing and booking loans, review loan documents to insure they are accurate. Partnering with accounting, risk management and marketing in order to manage controls and specific requests related to regulatory exams, daily accounting/accounts payable and marketing for Commercial Bank/Specialty Banking/Capital Finance is expected.
Additionally, Commercial & Specialty Banking Specialist IIs are expected to manage changes and updates to risk reports including risk rating policy and operation procedures, manage client deposit operations and treasury management implementation including new account set-up and ongoing administration of treasury needs, and prepare and arrange weekly portfolio management meetings including creating agendas and preparing meeting minutes. You will handle administrative details and duties and take responsibility for completing those duties on time and with a high degree of quality, proactively develop relationships with key internal and external clients, gaining recognition as a team resource, build a great rapport with clients and fellow associates, and treat others with respect and consideration regardless of their status or position.
All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.
Minimum Requirements: To be considered for this position, you must possess the following qualifications.
Associates degree or equivalent combination of education and related work experience.
5+ years of experience providing commercial banking loan and deposit support.
Strong Microsoft Office skills, including PowerPoint, Word, and Excel.
Desired Qualifications: To be considered an ideal candidate, you should possess some of the following qualifications:
Bachelor's degree
7+ years of experience in commercial banking loan and deposit operations support.
Prior work experience in the asset based or banking industry
Skills and Abilities: Below is a general list of desired skills and abilities; this is not an exhaustive list.
Exceptional verbal, written and interpersonal communication skills with the ability to clearly and concisely articulate issues, to carry out instructions and instruct others, to generate reports, correspondence and procedures.
Ability to work with minimal supervision while performing duties.
Effective organizational and time management skills.
Absolute discretion when dealing with confidential matters.
Self-directed and motivated to accomplish tasks, meet objectives and committed timelines.
Strong client service skills with the ability to interact in a professional manner with both internal and external clients.
Responsive and flexible; ability to adapt to changes in the work environment and modify approaches or methods to best fit the situation.
Proficient in salesforce.com, MS Office applications which include Outlook, Word, Excel, and PowerPoint.
Work Environment:
We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly, and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following:
We are committed to our core value of meritocracy and supporting our associates in growing within their role
When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead.
Office setting with traditional hours.
Sitting for extended periods of time (typically no longer than 8 hours).
Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours).
Must be able to work overtime to the extent necessary.
Benefits:
In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here.
If this is what you believe in, then you're definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.
BSA - AML Specialist I
Specialist job at NBH Bank
It starts with our culture......Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn't just see a number, they'd see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people's lives and offer simple solutions.
That's the basics of Relationships. Fairness. Simplicity. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.
We have a long-standing commitment to Equity, Diversity, and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization, and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work.
As an AML Specialist I, you will be responsible for maintaining current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements, industry best practices, criminal typologies and developing trends. You will be responsible for a variety of tasks including possessing a thorough knowledge of bank's BSA program, procedures and processes, assisting the BSA Management team in monitoring BSA compliance in all Banking Divisions, maintaining a thorough knowledge of other areas of banking (consumer banking, wire transfers, lending) to adequately assess client activity, and ensuring efficient identification and monitoring of suspicious activities and transactions. You will independently perform assigned investigations including 90 day reviews, and provide analysis and documentation as needed, review monitoring activities in accordance with departmental policies and procedures; prepare written Reputational Risk alerts, or investigative reports and submit to AML Manager or appropriate designee; ensure adequate documentation and follow up activities are present to substantiate conclusions. Additionally, AML Specialist Is are expected to assist AML management in suspicious activity monitoring and reporting functions, 314a process, and 314b process, including setting priorities and criteria, approving SAR filings as needed and, as necessary closing accounts, assist in identifying systemic procedural weaknesses and additional training requirements for the bank build a great rapport with clients and fellow associates, and treat others with respect and consideration regardless of their status or position.
All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.
Minimum Requirements: To be considered for this position, you must possess the following qualifications.
Bachelor's degree or equivalent combination of education and related work experience.
1+ years of work-related experience and/or training.
Desired Qualifications: To be considered an ideal candidate, you should possess some of the following qualifications:
3+ years' work or related certification such as CAMS, CFE or CRCM.
A solid understanding of AML/related regulations and regulatory BSA programs.
Skills and Abilities: Below is a general list of desired skills and abilities; this is not an exhaustive list.
Previous experience with data manipulation, pivot tables
Excellent written communication skills. Report Writing experience required.
Proficient in MS Office applications which include Outlook, Word, Excel, and PowerPoint with mastery of Excel.
Must be self-directed and able to prioritize multiple duties.
Self-directed and motivated to accomplish tasks, meet objectives and committed timelines.
Strong client service skills with the ability to interact in a professional manner with both internal and external clients.
Ability to interact with others in a professional and tactful manner including treating them with respect and consideration regardless of their status or position.
Must possess strong oral and written communication skills.
We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly, and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following:
We are committed to our core value of meritocracy and supporting our associates in growing within their role
When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead.
Office setting with traditional hours.
Standing for extended periods of time (typically no longer than 8 hours).
Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours).
Must be able to work overtime to the extent necessary.
Must be able to travel infrequently - estimated at less than 10% of the time.
Benefits:
In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here.
If this is what you believe in, then you're definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.
Client Relationship Specialist - Plano, TX
Plano, TX jobs
Regular
Your opportunity
Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it's retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.
To read more about our client offerings visit: Charles Schwab - Investor Services
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work related experience
A valid and active Series 7 license is required (may be obtained under a condition of employment)
A valid and active Series 63 license is required (may be obtained under a condition of employment)
Notary preferred
Minimum 12 months in a client service industry
Basic understanding of brokerage regulations and rules that govern client accounts
Demonstrated experience handling client concerns and issues with tact and diplomacy
Outstanding written and oral communication skills
Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to manage multiple client situations, needs and inquiries simultaneously
Need be able to build and maintain good cross enterprise working relationships
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Customer Relationship Advocate Career Development Experience- Greenwood Village, CO
Denver, CO jobs
The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!
What to expect
As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:
1. Licensing Preparation
In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More)
2. Skill Development
In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.
3. Proficiency
As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center.
The Expertise and Skills You Bring
Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program.
Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.
A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient.
Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.
A desire for growth and a mindset that generates long term success through adaptability and personal accountability.
Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.
Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Our Greatest Asset is Our People
We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More)
The base salary range for this position is $42,000 - $60,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales
Genesys Contact Center Specialist
Plano, TX jobs
Please share your updated resume - *******************************.
CCaaS USCAN Functional Implementation Consultation
VISA - Any Visa Except CPT
Job description
Responsibilities
Requirements Gathering
oCollaborate with stakeholders to understand business processes customer service workflows and pain points
oUnderstand caller profiles and their intentobjectivesneeds when making a call
oAnalyze call data and statistics from Avaya system to inform future design
oCollaborate with marketing and branding team to understand their key design and messaging considerations
oIdentify caller touch points call center chat social media email my GEHCcom mobile app text media blending
Solution Design
oDemonstrate Genesys capabilities and features along with best practices and use of AI for a modern customer experience
oPresent design choices of flows menus and routing logic and help select the most appropriate option
oOptimize design and automation to reduce wait times and improve customer experience
oPropose functionality to drive self service and reduce need for interaction with a live agent
oConsider integrations with CRM and other systems to streamline the process and provide an omnichannel experience
Testing and Validation Planning
oDefine and document test cases and validation steps
oSelect testers and articulate testing expectations
oBuild test execution plan and defect tracking process
Documentation and training
oDocument design and propose a process for keeping the documentation up to date as the system evolves
oCreate training material SOPs Knowledge articles for users and functional owners
oDefine KPIs and ways to ensure customer satisfaction with the experience
Qualifications
Official Genesys implementation partner with relevant certifications
5 years Genesys design and implementation experience
Experience designing call systems for B2B
Prior experience incorporating marketingbrand identity in caller experience
Industry experience
Proven experience with documentation and training material
References of prior implementations
US hours availability
Skills
Mandatory Skills : Genesys Contact-Center,Avaya Collaboration Suite,Cisco Webex,NICE Contact Center
Sales Specialist
Willis, TX jobs
What you'll do:
This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The Sales Associate would work out of our The Reserve at Lake Conroe, located in Willis, TX.
Your job will include:
Selling, processing, and closing homes in accordance with company business plans.
Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes.
Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites.
Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication.
Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics.
Monitoring and recording daily customer traffic utilizing company designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow up.
Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities.
Creating sales agreements which may include calculation of sales tax and monthly payment plans as well as running credit checks.
Attending regular rally meetings to review sales and marketing strategies.
Meeting with residents and buyers to list and sell homes and keeping a database of available homes for sale.
Collaborating with the Community Manager, Regional Sales Manager and/or Regional Manager to develop the community sales and marketing plans.
Participating in regional call campaigns and community events.
As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courteous, respect, and customer service to self-generate sales.
Experience & skills you need:
Strong customer service and sales skills with a proven history of success.
Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team.
Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals.
Ability to work in a fast paced and team-centered environment.
Ability to work weekends on a regular basis.
Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions.
Ability to problem solve and be detail oriented.
Understand and follow company established policies and procedures.
Enjoy collaborating, being a team player with a strong work ethic, accepting constructive feedback, and following directions from a manager.
Committed to self-development of sales, marketing, and technological advancements.
Enjoy self-generating sales through outreach and marketing initiatives.
Ability to use the Microsoft Office suite of products including Outlook and Excel.
You have a valid driver's license and a clean driving record. This is required.
Benefits:
Client Specialist
Houston, TX jobs
About the Role:
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
May schedule client appointments and/or conference room for appointments.
Assemble/generate materials including paperwork and reports for client meetings.
Understand and ensure business adherence with firm and financial industry regulatory policies.
May manage FA and Team's social media presence (website, LinkedIn, X, etc.).
Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
Seek ways to enhance FA(s) business effectiveness and marketability.
Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.
What You'll Bring to Baird:
2+ years of prior industry and/or administrative work experience.
Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
Detail oriented with an emphasis on accuracy.
Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
Good analytical and critical problem-solving skills.
Bachelor's degree preferred, not required.
#LI-PWM3
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Senior Client Specialist
Denver, CO jobs
About the Role:
As a Senior Client Specialist at Baird, you'll be a strategic partner in delivering exceptional client service and strategic partnership to one or more Financial Advisors. This role goes beyond daily operations-leading complex client onboarding, managing high-touch communications, and orchestrating efficiencies in process. You'll also drive business development by identifying growth opportunities, enhancing advisor effectiveness, and contributing to long-term practice success. Ideal candidates are licensed professionals with sharp analytical skills, a proactive mindset, and a passion for delivering exceptional service in a dynamic wealth management environment.
Check out this video to learn more about the day in the life of our Senior Client Specialists!
The Impact You'll Make:
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
May schedule client appointments and/or conference room for appointments.
Assemble/generate materials including paperwork and reports for client meetings.
Understand and ensure business adherence with firm and financial industry regulatory policies
May manage FA and Team's social media presence (website, LinkedIn, X etc.).
Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
Seek ways to enhance FA(s) business effectiveness and marketability.
Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed
May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.
What You'll Bring to Baird:
5+ years of prior industry work experience
Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses
Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms
Excellent verbal and written communication skills
Detail oriented with an emphasis on accuracy
Critical thinking and proactive problem solving skills
Good analytical skills with ability to perform semi-advanced math
Understanding of compliance regulations including the client complaint process and correspondence policies
Bachelor's degree preferred, not required.
Compensation and Benefits:
$27.02 - $40.87 hourly rate
Bonus potential up to 8.5% of base pay
Compensation and bonus are commensurate with experience, performance and/or firm profitability
Check out our Total Rewards at Baird, which is a summary of our benefits and compensation
#LI-PWM4
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Auto-ApplyClient Specialist
Denver, CO jobs
About the Role:
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
May schedule client appointments and/or conference room for appointments.
Assemble/generate materials including paperwork and reports for client meetings.
Understand and ensure business adherence with firm and financial industry regulatory policies.
May manage FA and Team's social media presence (website, LinkedIn, X, etc.).
Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
Seek ways to enhance FA(s) business effectiveness and marketability.
Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.
What You'll Bring to Baird:
2+ years of prior industry and/or administrative work experience.
Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
Detail oriented with an emphasis on accuracy.
Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
Good analytical and critical problem-solving skills.
Bachelor's degree preferred, not required.
Compensation and Benefits:
$23.89 - $35.89 hourly rate.
Bonus potential up to 8.5% of base pay.
Compensation and bonus are commensurate with experience, performance and/or firm profitability.
You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.
Accepting applications on a rolling basis.
#LI-PWM4
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Client Specialist
Denver, CO jobs
About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
* Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
* Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
* Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
* May schedule client appointments and/or conference room for appointments.
* Assemble/generate materials including paperwork and reports for client meetings.
* Understand and ensure business adherence with firm and financial industry regulatory policies.
* May manage FA and Team's social media presence (website, LinkedIn, X, etc.).
* Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
* May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
* Seek ways to enhance FA(s) business effectiveness and marketability.
* Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
* May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
* May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
* Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.
What You'll Bring to Baird:
* 2+ years of prior industry and/or administrative work experience.
* Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
* Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
* Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
* Detail oriented with an emphasis on accuracy.
* Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
* Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
* Good analytical and critical problem-solving skills.
* Bachelor's degree preferred, not required.
Compensation and Benefits:
* $23.89 - $35.89 hourly rate.
* Bonus potential up to 8.5% of base pay.
* Compensation and bonus are commensurate with experience, performance and/or firm profitability.
* You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.
Accepting applications on a rolling basis.
#LI-PWM4
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Client Specialist
Denver, CO jobs
About the Role:
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
May schedule client appointments and/or conference room for appointments.
Assemble/generate materials including paperwork and reports for client meetings.
Understand and ensure business adherence with firm and financial industry regulatory policies.
May manage FA and Team's social media presence (website, LinkedIn, X, etc.).
Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
Seek ways to enhance FA(s) business effectiveness and marketability.
Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.
What You'll Bring to Baird:
2+ years of prior industry and/or administrative work experience.
Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
Detail oriented with an emphasis on accuracy.
Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
Good analytical and critical problem-solving skills.
Bachelor's degree preferred, not required.
Compensation and Benefits:
$23.89 - $35.89 hourly rate.
Bonus potential up to 8.5% of base pay.
Compensation and bonus are commensurate with experience, performance and/or firm profitability.
You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.
Accepting applications on a rolling basis.
#LI-PWM4
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Auto-ApplyClient Specialist
Dallas, TX jobs
About the Role:
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
May schedule client appointments and/or conference room for appointments.
Assemble/generate materials including paperwork and reports for client meetings.
Understand and ensure business adherence with firm and financial industry regulatory policies.
May manage FA and Team's social media presence (website, LinkedIn, X, etc.).
Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
Seek ways to enhance FA(s) business effectiveness and marketability.
Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.
What You'll Bring to Baird:
2+ years of prior industry and/or administrative work experience.
Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
Detail oriented with an emphasis on accuracy.
Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
Good analytical and critical problem-solving skills.
Bachelor's degree preferred, not required.
#LI-PWM3
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Auto-ApplyClient Specialist- Commercial Term Lending - Commercial Real Estate
Pasadena, TX jobs
Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit!
As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing.
Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. CTL is comprised of two businesses: Multifamily Lending (MFL), the nation's number one multifamily lender providing term financing from $500,000 to $25 million+ on stabilized apartment buildings with five or more units, and Commercial Mortgage Lending (CML) which provides term financing from $1 million to $25 million+ on stabilized industrial, retail, office and mixed-use properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. We have over 1,000 employees nationwide. CTL delivers fast, efficient and streamlined loan transactions to our clients, helping them build their commercial real estate portfolio for long term success. We pride ourselves on reliably providing our clients straightforward, competitively priced loan programs, which include fixed and adjustable rates, early rate lock, and simple prepayment options. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish.
Job responsibilities:
Facilitate application process by interfacing with customers in taking complete applications and requesting documentation from borrowers
Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager/Client
Act as a liaison between the Client Manager and the processing team
Review complex files with multi-layered entity documentation and examine third party reports and leases
Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan
Coordinate and manage marketing to customers and brokers as well as assist the Client Manager in building customer and real estate broker relationships
Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers.
Required qualifications, capabilities and skills:
Minimum 2 years' experience in mortgage lending, with inside sales/customer service background.
Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications.
Enthusiastic and self-motivated.
Superior written and oral communication.
Superior customer service skills.
Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand.
Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization.
Preferred qualifications, capabilities, and skills:
College graduate preferred.
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment.
Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately.
Superior interpersonal communication skills, as well as strong attention to detail and time management.
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries.
Auto-ApplyClient Experience Specialist (Private Client - Personal Strategy)
Kansas jobs
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Client Experience Specialist is responsible for directly supporting four advisory practices, in close collaboration with advisory team members to deliver a meaningfully differentiated client experience. You will act as a liaison between Empower and clients to deliver exceptional service and maintain strong client relationships while acting on clients' requests and operational needs.
This role is ideal for candidates who are passionate about the client experience and interested in having direct exposure to our highest value advisory clients, working with the team that supports their experience, and is interested in gaining the expertise to pursue additional career development opportunities in wealth management.
What You Will Do
Provide a best-in-class client experience through proactive and reactive client engagements, campaign outreach, and streamlining client request processing.
Collaborate with your experienced advisory team to grow and maintain strong long-term relationships with highly valued clients.
Proactively identify financial planning opportunities, gather necessary documentation for analysis, and coordinate delivery calls with advisory team.
Prepare key client and welcome call summary documentation for advisory team meetings and introductions.
Partner with advisory and specialist teams to identify share of wallet increase opportunities and coordinate with the appropriate party.
Provide quality assurance of service requests to ensure timely and accurate execution.
Coordinate between client, advisory team, and trading to gather cost basis, submit for implementation analysis, and initiate portfolio implementation and custom requests.
Facilitate client appreciation efforts.
What You Will Bring
Bachelor Degree in Business or related discipline or equivalent experience
2+ years related work experience in financial services and/or customer experience
Series 65 FINRA registration required within corporate-established timeline
FINRA Fingerprinting, required
Experience working in client services roles
Excellent verbal and written communication skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong organizational skills and presentation skills.
Always composed, professional, and skilled at establishing trust and building long-term client relationships.
Proven ability to navigate multiple client needs and arrive quickly at best outcomes.
Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems
What Will Set You Apart
Experience in brokerage trading and trade approval, preferred
Motivated self-starter with track record of service excellence, preferred
Strong interpersonal skills, team-oriented, and collaborative, preferred
Desire to attain, or have already attained preferred qualifications: CFP, CRPC, etc., preferred
Salesforce nimbus (D2C) experience is highly preferred
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$59,700.00 - $82,050.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
01-06-2026
Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
Auto-ApplyClient Relationship Specialist
Universal City, TX jobs
At American Bank, we're focused on building personal and meaningful relationships with our clients, delighting them with our service, and providing a full range of forward-thinking products and solutions built around their specific goals.
We're growing and we need talented, smart, and dedicated professionals to help us continue expanding. If you're interested in forming lasting client relationships and working with the best bankers in the Lone Star State, let's talk.
As the Client Relationship Specialist, you will be supporting our commercial lending officers by coordinating and managing all facets of the lending process.
Essential Duties & Responsibilities
Delivers the highest level of service and support to internal partners and external clients
Help gather financial and legal information necessary to underwrite loan requests prepare and review loan reports and internal documentation
Help prepare loan memos for circulation to bank officers
Gather, organize and help maintain the financial and legal documentation necessary to ensure the bank is in strict compliance with bank regulations.
Coordinate with law offices, title companies, appraisers and surveyors to gather and organize the documents needed to close loan transactions.
Properly authenticate customer identity and authorization to act on behalf of the account
Review work for accuracy and completeness, assist others in resolving issues, approve transactions within authority levels, and trains others in department operations
Provide support to all assigned areas of the department where service or assistance is needed; act as backup for loan department positions and functions
Assist loan officers in managing loan pipeline by requesting/gathering information and clearing loan exceptions
Coordinate the signing of documents with clients, funding of loan, or any other assistance
Manage and set up forms and agreements for loan payments
Ensure accuracy and proper use of tracking for key information such as Flood Insurance, Property Tax Insurance, UCCs, etc.
Maintain an active knowledge base of the bank's loan products and an understanding of the qualifications required
Performs official notary services as required
Follows policies and procedures; completes administrative tasks correctly and on time; supports the bank's goals and values
Performs other duties and special projects as assigned
Qualifications
Superior service skills
Strong attention to detail
Excellent written, verbal, and interpersonal communication skills
Ability to manage multiple files or tasks at a time and in different stages
Experience with loan banking systems including CRM (customer relationship management tool)
Ability to meet deadlines and follow directions in a timely, accurate and confidential manner
Ability to work independently and collaboratively as needed
Proficient typing and PC skills with word processing and spreadsheet applications
Knowledge of loan documentation
Intermediate knowledge of related state and federal banking compliance regulations, and other bank operational policies
Intermediate experience, knowledge and training in branch operation activities, terminology and products and services relating to retail and commercial accounts
Experience Required
Three years of experience working in the banking environment with two years of experience working with loan documentation
Pay Grade 8: 1-5 years' experience
Pay Grade 9: 5+ experience with at expectation or above performance
Education
High school graduate or equivalent required
College level business or related banking courses preferred. Bachelor's degree preferred but not required.
Auto-ApplyClient Relationship Specialist I, II, or Sr. (Loan Admin Asst.)
Corpus Christi, TX jobs
At American Bank, we're focused on building personal and meaningful relationships with our clients, delighting them with our service, and providing a full range of forward-thinking products and solutions built around their specific goals.
We're growing and we need talented, smart, and dedicated professionals to help us continue expanding. If you're interested in forming lasting client relationships and working with the best bankers in the Lone Star State, let's talk.
As the Client Relationship Specialist, you will be supporting our commercial lending officers by coordinating and managing all facets of the lending process.
Essential Duties & Responsibilities
Delivers the highest level of service and support to internal partners and external clients
Help gather financial and legal information necessary to underwrite loan requests prepare and review loan reports and internal documentation
Help prepare loan memos for circulation to bank officers
Gather, organize and help maintain the financial and legal documentation necessary to ensure the bank is in strict compliance with bank regulations.
Coordinate with law offices, title companies, appraisers and surveyors to gather and organize the documents needed to close loan transactions.
Properly authenticate customer identity and authorization to act on behalf of the account
Review work for accuracy and completeness, assist others in resolving issues, approve transactions within authority levels, and trains others in department operations
Provide support to all assigned areas of the department where service or assistance is needed; act as backup for loan department positions and functions
Assist loan officers in managing loan pipeline by requesting/gathering information and clearing loan exceptions
Coordinate the signing of documents with clients, funding of loan, or any other assistance
Manage and set up forms and agreements for loan payments
Ensure accuracy and proper use of tracking for key information such as Flood Insurance, Property Tax Insurance, UCCs, etc.
Maintain an active knowledge base of the bank's loan products and an understanding of the qualifications required
Performs official notary services as required
Follows policies and procedures; completes administrative tasks correctly and on time; supports the bank's goals and values
Performs other duties and special projects as assigned
Qualifications
Superior service skills
Strong attention to detail
Excellent written, verbal, and interpersonal communication skills
Ability to manage multiple files or tasks at a time and in different stages
Experience with loan banking systems including CRM (customer relationship management tool)
Ability to meet deadlines and follow directions in a timely, accurate and confidential manner
Ability to work independently and collaboratively as needed
Proficient typing and PC skills with word processing and spreadsheet applications
Knowledge of loan documentation
Experience with commercial lending preferred
Intermediate knowledge of related state and federal banking compliance regulations, and other bank operational policies
Intermediate experience, knowledge and training in branch operation activities, terminology and products and services relating to retail and commercial accounts
Experience Required
Position level depends on years of experience with loan documentation:
Level I: 1-5 years of experience
Level II: 5+ years of experience
Sr. Level: 10 or more years of experience
Education
High school graduate or equivalent required
College level business or related banking courses preferred.
Bachelor's degree preferred but not required.
Auto-ApplyCommercial Post Closing Review Specialist
Creve Coeur, MO jobs
The Commercial Loan Post Closing Review Specialist is part of the Post Closing Team in the Commercial Bank Service Support Department. This position is responsible for maintaining and imaging documents as related to Commercial loans.
Duties & Responsibilities
* Responsible for all aspects of document imaging into the Bank's imaging system for the Commercial Lending Division
* Perform quality control checks on imaged documents
* Correct errors to document placeholders, dates, and descriptions
* Serve as primary guardian of the Bank's vault that houses Commercial loan files for the Commercial Lending Division
* Maintain up to date paper files containing original documents received from all regions
* Track and send paper files to appropriate location when applicable
* Ensure vault is closed and secured at end of each day/complying with privacy policies and procedures to maintain customer confidentiality and information
* Daily monitoring of the Post Closing Department mailbox
* Support Commercial service support and branch personnel with document inquiries, issues, and/or borrower requests, as necessary
* Comply with all federal, state, and local regulatory rules and regulations governing financial institutions, as well as company policies and procedures
* Assist in special projects and other duties as assigned
Education & Experience
* Knowledge of:
* Strong oral and written communication skills
* Strong organizational skills
* Ability to:
* Multi-task and work independently
* Perform duties and make decisions under frequent time pressures
* Education and Training:
* Requires High School diploma
* Requires knowledge of Microsoft Office
Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $18 - $22/hour)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
Auto-ApplyBilingual Collections Specialist
Remote
About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
Collections Specialists are responsible for resolving overdue bills and collecting payments from the individuals or businesses responsible for the debt. Identifying accounts with overdue payments and keeping records of the amount owed and the length of the delinquency.Essential Job Duties & Responsibilities:
Increase the collection of outstanding payments within our personal finance department, as an individual contributor in the collections process
Identify accounts with overdue payments and find solutions to help bring their loan to a current status
Maintain daily, weekly and monthly collection and metric goals
Outbound/Inbound calls with clients to resolve debts owed
All in compliance with Goodleap's collections policies and procedures
Required Skills, Knowledge & Abilities:
1-2 years of direct experience in credit and collections; knowledgeable in sales, negotiation and persuasion tools
Excellent verbal and written communication skills
Prior telemarketing experience with financial products preferred
Proficiency with Microsoft Office applications
Self-motivated and extremely goal-oriented
Team Player
Professional demeanor
Bilingual English/Spanish required
Compensation: $18.00 / hr. +bonus
Additional Information Regarding Job Duties and s:
Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
Auto-ApplyPortfolio Collections Specialist
Salt Lake City, UT jobs
Who we are:
At Medallion Bank we finance fun! We are an industrial loan bank that specializes in providing consumer loans for the purchase of recreational vehicles, boats, home improvement, and offering loan origination services to fintech partners. We work directly with thousands of dealers, contractors and financial service providers serving their customers throughout the United States. Medallion Bank is a small company with a big impact. We recognize our employees as our greatest asset and have a culture to prove it!
How You Will Support The Team:
We are seeking a highly motivated and results-driven Collections Specialist to join our team. This role is responsible for managing a portfolio of delinquent subprime consumer loans, with the primary objective of minimizing losses through effective collections strategies. The ideal candidate will possess strong negotiation skills, a customer-focused approach, and the ability to work in a fast-paced environment while adhering to company policies and regulatory guidelines.
What We Are Looking For:
Loan Recovery & Delinquency Management: Proactively contact delinquent customers via phone, email, and written correspondence to secure payments and bring accounts current. Establish contact with borrowers and set up repayment terms that are manageable for the customer and acceptable to the bank.
Negotiation & Payment Arrangements: Work with customers to understand their financial situations and negotiate appropriate payment arrangements while maintaining compliance with company policies and regulations. Engage in skip tracing efforts to locate borrowers as well as collateral, to enable productive collection efforts.
Skip Tracing & Investigations: Utilize various tools and techniques to locate borrowers and encourage repayment of past-due accounts.
Documentation & Recordkeeping: Accurately document all collection efforts, customer interactions, and payment commitments in the loan servicing system.
Customer Service & Retention: Provide professional and empathetic customer service while balancing the need for collections and recovery. Build relationships with borrowers and promote a successful loan experience despite difficult circumstances.
Collaboration: Work closely with internal departments, including underwriting, customer service, and legal teams, to develop and execute effective recovery strategies. Determine appropriate next steps which may include the assignment of repossession, litigation, or involvement with other third-party vendors.
Properly and accurately document account activities.
Make recommendations to management regarding accounts needing additional attention.
Contribute to a positive and mutually beneficial cohesion with team members. Assist in other areas of the department as required by business needs.
Compliance & Regulatory Adherence: Ensure all collection activities comply with federal, state, and local regulations, including the Fair Debt Collection Practices Act (FDCPA) and company policies
You would be a GREAT fit with these skills:
Responsible, honest, and strong work ethic.
Behave in a professional manner, maintaining appropriate relationships with coworkers and colleagues.
Ability to handle difficult conversations professionally
Detail-oriented with strong organizational skills
Professionally answer incoming calls and assist the caller effectively.
Ability to nurture and manage business relationships with third party loan servicer and other vendors.
Excellent verbal and written communication skills
Proficiency in Microsoft Office Suite
Ability to successfully work in a team environment.
Bilingual (Spanish) is a plus
Preferred Level of Experience:
Education: High school diploma or equivalent required
Experience: Minimum of 1-2 years of experience in collections, subprime lending, or consumer finance; experience with delinquent loan recovery preferred.
What's in it for YOU?
Environment: Office-based, with the ability to work from home 2 days a week after introductory period
Shift: Full time, 35-40 hours per week
May require evening and weekend availability based on business needs
Comprehensive benefits including medical, dental, vision, disability, and life insurance
401K with a company match
PTO including 11 federal paid holidays off, vacation time and sick time
Financial Wellness Program
Volunteer Opportunities
Awesome company culture and co-workers who love to work here - 30% of our employees have worked at Medallion Bank for 10 years.
Work Life Balance - We don't use that term lightly!
Company Wide Open Door Policy
Please note that if selected, you are required to pass a pre-employment background check and maintain a clear background.
Portfolio Collections Specialist
Salt Lake City, UT jobs
Job DescriptionSalary: Competitive and DOE
Who we are:
At Medallion Bank we finance fun! We are an industrial loan bank that specializes in providing consumer loans for the purchase of recreational vehicles, boats, home improvement, and offering loan origination services to fintech partners. We work directly with thousands of dealers, contractors and financial service providers serving their customers throughout the United States.Medallion Bank is a small company with a big impact. We recognize our employees as our greatest asset and have a culture to prove it!
How You Will Support The Team:
We are seeking a highly motivated and results-driven Collections Specialist to join our team. This role is responsible for managing a portfolio of delinquent subprime consumer loans, with the primary objective of minimizing losses through effective collections strategies. The ideal candidate will possess strong negotiation skills, a customer-focused approach, and the ability to work in a fast-paced environment while adhering to company policies and regulatory guidelines.
What We Are Looking For:
Loan Recovery & Delinquency Management: Proactively contact delinquent customers via phone, email, and written correspondence to secure payments and bring accounts current. Establish contact with borrowers and set up repayment terms that are manageable for the customer and acceptable to the bank.
Negotiation & Payment Arrangements: Work with customers to understand their financial situations and negotiate appropriate payment arrangements while maintaining compliance with company policies and regulations. Engage in skip tracing efforts to locate borrowers as well as collateral, to enable productive collection efforts.
Skip Tracing & Investigations: Utilize various tools and techniques to locate borrowers and encourage repayment of past-due accounts.
Documentation & Recordkeeping: Accurately document all collection efforts, customer interactions, and payment commitments in the loan servicing system.
Customer Service & Retention: Provide professional and empathetic customer service while balancing the need for collections and recovery. Build relationships with borrowers and promote a successful loan experience despite difficult circumstances.
Collaboration: Work closely with internal departments, including underwriting, customer service, and legal teams, to develop and execute effective recovery strategies. Determine appropriate next steps which may include the assignment of repossession, litigation, or involvement with other third-party vendors.
Properly and accurately document account activities.
Make recommendations to management regarding accounts needing additional attention.
Contribute to a positive and mutually beneficial cohesion with team members. Assist in other areas of the department as required by business needs.
Compliance & Regulatory Adherence: Ensure all collection activities comply with federal, state, and local regulations, including the Fair Debt Collection Practices Act (FDCPA) and company policies
You would be a GREAT fit with these skills:
Responsible, honest, and strong work ethic.
Behave in a professional manner, maintaining appropriate relationships with coworkers and colleagues.
Ability to handle difficult conversations professionally
Detail-oriented with strong organizational skills
Professionally answer incoming calls and assist the caller effectively.
Ability to nurture and manage business relationships with third party loan servicer and other vendors.
Excellent verbal and written communication skills
Proficiency in Microsoft Office Suite
Ability to successfully work in a team environment.
Bilingual (Spanish) is a plus
Preferred Level of Experience:
Education: High school diploma or equivalent required
Experience: Minimum of 1-2 years of experience in collections, subprime lending, or consumer finance; experience with delinquent loan recovery preferred.
Whats in it for YOU?
Environment: Office-based, with the ability to work from home 2 days a week after introductory period
Shift: Full time, 35-40 hours per week
May require evening and weekend availability based on business needs
Comprehensive benefits including medical, dental, vision, disability, and life insurance
401K with a company match
PTO including 11 federal paid holidays off, vacation time and sick time
Financial Wellness Program
Volunteer Opportunities
Awesome company culture and co-workers who love to work here 30% of our employees have worked at Medallion Bank for 10 years.
Work Life Balance We dont use that term lightly!
Company Wide Open Door Policy
Please note that if selected, you are required to pass a pre-employment background check and maintain a clear background.