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Loan Payments jobs near me - 28 jobs

  • Customer Service Representative

    Security Finance 4.0company rating

    Columbus, OH

    Description Do you take pride in having exceptional communication skills? Are you comfortable providing noteworthy customer service and building relationships along the way? Your skills could be used to work hand in hand in assisting our customers. With this role, you will have the opportunity to help them through their automobile financing needs both over the phone and in person. If you are ready to make a difference, join an enthusiastic team and start a lifelong career, “Come Begin Your Story” as a Customer Service Representative! Professional Financial Services (PFS) has been purchasing retail installment contracts for new and used automobiles, trucks and motorcycles originated by franchise and independent vehicle dealers since 1995. We have branches in 12 different states. You'll know you are a successful Customer Service Representative when you: Provide outstanding customer service and problem resolution Perform collection activities on delinquent accounts Assist with insurance verifications Perform Welcome Calls Act as back up to our Administrative Assistant to receive loan payments and fund loans Perform Skip Tracking and other locate activities You could be a great addition as Customer Service Representative if you have: Previous customer service and/or collections experience A valid state driver's license, with an acceptable driver's record Access to a reliable automobile for work use Keep in mind that we provide: An EXCELLENT benefits bundle that includes medical insurance (minimal cost to the employee), dental, vision, life insurance, short-and long-term disability, profit sharing, 401k with company matching, and paid sick, holiday, and vacation time. Monthly Bonus Potential - You have the ability to earn a monthly bonus when your team meets your Company set goals! Community Service - As a company, we are pro-active members of the community. We make ongoing contributions to charities, local food banks, educational institutions and more. Growth Potential- We believe in fostering our employees' talents and providing a pathway for their individual career story. TOP-of-the-line training that includes hands-on training, online training, and new hire class orientation. We are committed to helping you build a solid foundation and do your job to the best of your abilities. Come Begin Your Story! Apply Today!
    $28k-36k yearly est. Auto-Apply 60d+ ago
  • Financial Service Trainee - Albuquerque, NM - Customer Service

    LSI 4.7company rating

    Remote job

    Customer Service - Financial Service Representative - Full-Tme Schedules - Evenings and Saturday or Sunday Required! Compensation: $17.00 an hour, plus (evening, weekend, holiday) Shift Differentials of +$2-$5 an hour! Bilingual (Spanish) Shift Differential of +$1.00/an hour for those that qualify. Hours: Our contact center is open 24 hours a day 7 days a week - more hours to serve our client's needs creates a variety of schedule options for our staff based on our business needs. DESCRIPTION In this exciting, fast-paced position, you will be responsible for providing remarkable customer service on behalf of Credit Unions/Banks nationwide by handling primarily inbound calls, as well as occasionally returning messages left by members/customers requesting a call back. Summary: Service banking transactions on behalf of a credit union or bank by accessing sensitive information and completing the transaction in the various computer platforms. You will be responsible for protecting the account by ID verifying every caller (fraud prevention) along with answering and resolving a lengthy list of banking inquiries (not all inclusive): view and reconcile account and loan related inquiries, online banking issues, transfer funds, reorder checks, use third party platforms to resolve various issues (unblock debit cards, submit loan payments), view and explain why funds are on hold, and provide loan and deposit rates. A Financial Service Representative answers back-to-back calls and typically handles 10-12 calls per hour. You will also provide Product and Service Education to members/customers, as it relates to our Clients and have the opportunity to learn additional skills by cross-training within or outside of your department based on performance and/or business need. Competencies: Language Skills: Ability to read, write, and comprehend complex instructions while clearly and professionally communicating in an accurate and timely manner. Mathematical Skills: Ability to accurately add, subtract, divide, and multiply to provide callers with accurate account data. Computer Skills: Type approximately 40 net words per minute and have the ability to troubleshoot basic computer issues. Physical Demands/Work Environment: While multi-tasking (reading, typing, and listening) the employee is regularly required to sit for an extended time, use a keyboard, and talk to callers via a hands-free headset. The noise level in the contact center is usually moderate, but at times there could be 100 employees on interactions. If working remotely, the noise level is minimal. Essential Job Functions/Qualifications Experience with general banking knowledge/terminology and banking platforms (mobile, online banking) preferred Proficient typing, listening, computer, and reading skills Exceptional attendance record - ability to work scheduled days/evenings, Saturday or Sunday and some Holidays Quickly and efficiently navigate through several computer programs simultaneously while accurately documenting interaction details Excellent problem-solving skills with the ability to multi-task Ability to communicate clearly and professionally while effectively handling and diffusing challenging situations based on reason for call and temperament of the caller Ability to manage and control emotions and stress while maintaining excellent customer service on all interactions Professional and upbeat attitude that thrives in a fast-paced environment Desire and ability to provide excellent customer service on every interaction Ability to meet the following metrics (not all inclusive): Monthly average talk time 7 minutes or less, Monthly average less than 12 minutes on chats, 98.5% or higher in-production status's, Monthly average wrap up time 40 seconds or less, and Monthly average Quality Review score 85% or higher Work From Home: Work-from-home eligibility is not guaranteed and will be based on performance and schedule adherence. Candidates must be prepared to work onsite as required. EDUCATION High school/GED or better (minimum) OUR BENEFITS INCLUDE: Paid Training Shift Differentials ($2-$5 an hour) for hours worked in the evenings, weekends and observed holidays Spanish Bilingual Differential + Incentives for Eligible Bilingual Interactions Work-From-Home opportunity upon meeting all performance and attendance requirements, policies, and RWA eligibility requirements Relaxed dress environment Generous Paid Time Off - rest and relaxation! Year-round employee appreciation events and online recognition award program - you are awesome! Free Coffee at all LSI facility locations Medical, Dental and Vision Insurance for Full and Part-time employees (+30 hrs/wk) Life and Disability Insurance Pet Insurance Paid Volunteer Time Off - give back to your community! Educational Assistance and Employee-Assistance-Program 401k/Profit Sharing w/Safe Harbor Match Growth opportunities - 90% of leadership positions are filled from within! Apply ONLINE at ****** LSIcareers.com! Applicants, as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants, as well as employees are encouraged to contact the Human Resources Department to initiate the interactive process if a reasonable accommodation is needed to perform the essential job functions of the position. Accommodation Requests will be reviewed and approved or declined on a case-by-case basis.
    $17 hourly 50d ago
  • Loan Admin

    Farm Credit Services of America 4.7company rating

    Remote job

    MINIMUM EDUCATION AND EXPERIENCE REQUIREMENTS: High school diploma or equivalent and two (2) to four (4) years of experience in loan support operations, title company, general accounting or banking. JOB PURPOSE AND SCOPE: Performs intermediate-level loan administration work, such as loan closings that is varied and somewhat complex in nature. Works under moderate supervision. ESSENTIAL FUNCTIONS: Develops and organizes loan applicant information for review and analysis by loan officers and inputs pertinent loan data into credit delivery system. Assists with the closing of loans by preparing loan closing documents and related materials as directed. Records new loans, establishes relevant files, processes loan payments, maintains a variety of loan records and obtains credit information. Assists in maintaining and monitoring borrowers' required insurance, UCC financing statement and deed of trust expiration dates, payment of property taxes and other loan requirements and reporting. Collects loan payments and performs related tasks required to service loans. Answers customer inquiries and resolves routine issues. Fosters good member/public relations. Prepares documents and correspondence for association reports as required following approved association and Farm Credit Bank policies and procedures. Operates a variety of standard office equipment according to detailed instructions, which may include computers, paper shredders, telephones, photocopiers, fax machines and scanners. OTHER DUTIES: May greet customers, answer phones, arrange appointments and handle travel arrangements as required. May assist loan officers / appraisers in gathering and maintaining collateral information for input into credit delivery system and appraisal / comparable sales system. SKILL REQUIREMENTS: General knowledge of accounting/financial systems. General knowledge of office equipment and systems used for the storage and retrieval of business information. General knowledge of standard records management and file classification practices. General knowledge of title insurance, crop insurance and credit life insurance documentation. General knowledge of documentation requirements for title policies, deeds of trust, and collateral. Specialized knowledge of written correspondence principles. Skill in oral and written communication. Basic skill level in Microsoft Office applications. PHYSICAL ACTIVITIES: Ability to sit for long periods of time. Ability to stand for limited periods of time. Ability to walk for moderate distances. Frequent finger/hand manipulation (e.g. keyboard, office equipment, small hand tools, etc.) Occasional lifting, carrying, pushing, and/or pulling while exerting up to 50 pounds of force POLICY AND COMPLIANCE: Compliance with FCBT and Association technology and security standards is required. NOTICE: This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by the supervisor. This position may frequently become involved in or be made aware of confidential business or personal information as a result of interactions 1) arising under its Job Purpose and Scope, 2) arising from other assigned responsibilities or 3) with other employees. It is an expectation and requirement of the job that confidential information of the bank, its associations and their customers be handled in a professional manner and not be disclosed without approval or used for personal gain. Non-compliance with privacy or confidential information requirements or expectations can result in disciplinary action up to and including termination of employment. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees. Regular attendance is required in this job. This document does not create an employment contract, implied or otherwise, other than an "at will" employment relationship.
    $36k-50k yearly est. Auto-Apply 6d ago
  • Relationship Banker

    Telhio Credit Union 3.8company rating

    Columbus, OH

    Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement. After generations of service and growth, we never lose focus of our three core values - Caring, Commitment, and Integrity. About our Position The Relationship Banker at Telhio Credit Union, you will be accountable for uncovering and satisfying the needs of our members; Being a trusted advisor for our members and be the "One Telhio" solution for our members. Your key focus will be to ensure that you deliver extraordinary service and innovative financial solutions to our members. This is a full time position working Monday through Friday (9am - 6pm) and rotating Saturdays (9am - 1pm). Responsibilities: Perform all transactions in DNA accurately and efficiently (i.e. Cash Withdraws, Deposits, loan payments) Process Credit Card payments in our 3rd party portal Perform all IRA/HSA/etc. transactions in Ascensus Open IRAs and HSAs in Ascensus. Process member requests for wires, as needed. Inform Members about products, services, and current promotions Cross-sell credit union products by answering inquiries; informing members of new services and products promotions; ascertaining customer needs; directing customers to lobby and partner representatives. Conform/Comply with all applicable Telhio policies, procedures, and regulations. Maintains member confidence and protects credit union operations by keeping information confidential, cautioning others regarding potential breaches. Balance cash drawers accurately. Complies with credit union operations and security procedures by participating in all dual-control functions. Witness and assist in audits as requested. Open all consumer accounts in DNA. Perform all account maintenance for consumer and business members. Process any, and all, disputes for consumer and business members. Closes loans, when needed, for members in branch. Qualifications: High School Diploma or Equivalent (Required) Associates degree (Preferred) 1-3 yrs - Experience in Member/Customer Service (Required) 1-3 yrs - Experience in Financial Services (Preferred) Notary License (Upon hire/ Required) NMLS Designation (Upon hire/ Required) Effective communication skills (oral and written) Excellent Time management Attention to detail Telhio applicants must be able to pass a background check including: Credit, Drug Screen, Bondability, & Criminal Background. What you will earn: Competitive pay Benefits: several medical plan options, dental, free vision, free life and free disability insurance 6% matching and immediately vested 401(K) plan Generous schedule for paid holidays, vacation and personal time for a healthy work-life balance Opportunity for personal career growth, continued education and mentorship programs Volunteer opportunities impacting the local community Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires sitting; some reaching; frequent standing and walking; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds. This is a Non-Collective Bargaining Unit Telhio is an Equal Opportunity Employer
    $23k-27k yearly est. 51d ago
  • Special Assets Admin Supp Specialist I

    United Community Bank 4.5company rating

    Remote job

    About the Role: United Community is seeking a detail-oriented and proactive Special Assets Administrative Support Specialist I to assist with administrative functions related to Loss Mitigation and Special Assets Management. This role plays a key part in minimizing financial loss to the bank by supporting departmental operations, maintaining accurate records, and ensuring timely processing of documentation and transactions. What You'll Do: Assist with departmental projects and maintain records on operational trends. Support Loss Mitigation personnel with various administrative duties. Handle incoming inquiries related to Loss Mitigation with minimal supervision. Maintain property tax files and coordinate with tax service providers. Review and process invoices and property tax payments. Compile and manage spreadsheets tracking Loss Mitigation packages, unpaid taxes, and appraisal orders. Maintain past due queues and facilitate loan transfers into Loss Mitigation, including system coding. Coordinate with internal departments for loan booking and transfers. Order departmental supplies, flood certifications, title updates, and appraisals. Book closing packages and loan payments. Conduct online research related to taxes, deeds, and property records. Provide backup support for Special Assets Management administrative duties. Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering programs. What We're Looking For: • Experience: Minimum of 3 years in a credit-related position preferred. Familiarity with financial institution policies and procedures. Experience with documentation and real estate-related processes preferred. • Education: High school diploma or equivalent required. • Required Skills: Proficiency in Microsoft Excel, Word, PowerPoint, and Access. Strong customer service and communication skills. Ability to operate standard office equipment. Detail-oriented with strong organizational and multitasking abilities. Capable of working within deadlines and managing a filing system. Ability to learn internal systems such as Navigator, Director, and Shaw. Internet research skills related to property and tax records. • Preferred Skills: Strong documentation knowledge. General understanding of legal documentation and real estate document perfection. Travel: Up to 20% travel required. Supervisory Responsibility: This position does not have direct supervisory responsibilities. Conditions of Employment: Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA Status: Non-Exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    $29k-34k yearly est. Auto-Apply 60d+ ago
  • Director Analytics (Media)

    Crossmedia 4.0company rating

    Remote job

    WHO WE ARE Crossmedia is the global media independent. We're committed to doing media and business the right way, guided by the principles of TRUST, REASON and the pursuit of HAPPINESS. Crossmedia US was founded in NY in 2000 and is one of the largest minority-owned full-service media planning & buying agencies in the nation. We are 500+ Crossmedians worldwide with big ambitions to continue to grow with soul. We focus on what media agencies should do: create innovative connections between brands and people regardless of channel or budget. And, we do it in an honest way. We are and always have been a values-based organization. We earn our clients TRUST by ensuring media transparency in our business model and objectivity in decision-making. We apply REASON & logic to finding solutions to our clients' greatest business challenges. The pursuit of HAPPINESS matters to us. Big time. We invest in each colleagues' professional & personal wellbeing and growth. It's why we have countless initiatives, clubs & cultural events dedicated to our people and why we have been the top ranked media agency named to Ad Age's Best Places to Work for the past six years in a row. Our client roster includes US Bank, Invesco, Newell Brands, NASCAR, Planet Fitness, Teremana, American Cancer Society, Ricola, Supercuts, Edible Arrangements, Illva Saronno, Zalando, Airbus and more. YOUR ROLE We are looking for a passionate, collaborative, and adaptable Director to join Redbox, Crossmedia's analytics and business intelligence team. We are an integrated analytics practice that empowers our clients to make media investment decisions by understanding the dynamic between building their brands and driving performance. As a senior member of the team, the Director closely partners with the Group Director in reviewing the group's project briefs and acting as the planning horsepower behind current and prospective client strategic problems. You are comfortable directing strategic discussions with clients to help define objectives, target customers & opportunity sizing, communication channels, optimal budget allocations and investment levels etc. Develop strong relationships with clients built on trust and expertise. Advise clients on best practices and any evolving trends. Transform data into engaging visuals and compelling stories. You will bring data and research to life for clients and choose the best visuals and mediums to deliver the message. You will be the expert in senior client meetings. You are expected to guide the discussion, present findings and recommendations, and simplify advanced analytics. Work with our media team to understand historical media performance, optimal media budget, and allocate budget across multiple media channels Mentor and help junior team members to learn and grow. Focuses on a quality XM product, adhering to XM's high standards Team project management and training You are a team leader and instill values of teamwork - be it Redbox functional team or cross-functional teams comprising of planners, buyers, Ad ops etc. Manage the expectations of juniors as well as senior members on the team. Keep the senior team ( GD+) informed about the progress of various tasks, flag risk if any, and bring them in for timely senior coverage. Train the team on delivering the Best-in-class output to clients and account teams - be it in measurement, dashboarding, generating insights, and presenting. Be the key person that the team looks up to for leadership and guidance, but constantly take input from them and show clear direction and decision-making. Is fully committed to staff training of current team, participates in formal training and serves as a mentor. Adheres to the employee evaluation process, providing timely and constructive feedback to direct reports. Assists in the development of internal processes to enhance team productivity Learning and delivering Leads in building the reporting and dashboarding platform for the client alongside the team. Be open and ready to push yourself to learn new things - new tools, new measurement techniques, visualization platforms, audience building, MMM or MTA Help develop and innovate XM data and analytics offerings and lead training. Personal efforts generate satisfaction - clients, XM team, company Client(s) feels a sense of partnership (vs. service-oriented relationship) Displays a high level of personal dedication and motivation Contributes to XM culture Participates in XM Training to enhance their professional growth Builds esprit de corps through strong team communication Shares teamwork; internally or submits it for industry awards Is fully committed to staff training of current team, participates in formal training (e.g., XMU, Next Level Training) and serves as a mentor reports REQUIREMENTS An MA or BA in a quantitative field (mathematics, statistics, business analytics) and 6+ years' experience in media analytics and business intelligence, with a focus on Marketing Mix Modeling and marketing measurement strategy Experience crafting tailored measurement + optimization frameworks and test + learn agendas across multiple verticals and media types Strong understanding of media channels (traditional, digital, retail, and commerce media) and how they drive business results. Experience with statistical modeling platforms/tools (e.g., Python, R, SQL) a plus, but storytelling and strategy skills are equally critical. Ability to synthesize complex technical outputs into clear, client-ready insights. Highly effective project/team manager: Has solid organizational skills including attention to detail and multitasking agility Reliable & responsible: can steward the analytics team day to day and help manage workflow. Manage across multiple projects, tools, clients, deadlines. Excellent collaborator & communicator. Used to presenting in front of larger audiences Strong listening skills: believes good thinking can come from anyone and any place; is a team player willing to compromise their point of view in support of others. This person has been part of a highly successful integrated cross-discipline team Salary range is $120k - $150k. Commensurate with experience. Compensation is determined on the skills, qualifications, certifications, tenure in the industry, and experience of the applicant along with the requirements of the position. CROSSMEDIA BENEFITS Our principles of Trust, Reason, and the Pursuit of Happiness are brought to life through benefits that recognize and support the diversity and physical, emotional, and professional well-being of our people, including: Flexibility to work in hybrid manner with in-office and work from home options (depending on role). Open/Flexible PTO with US & UK specific policies Sponsored healthcare options and agency-wide physical & mental health support 401k with company match (USA), and generous Pension (UK) Paid sabbatical at significant milestone anniversaries Generous paid parental leave policy Life milestone recognition & support The Pursuit of Happiness Fund devoted to helping Crossmedians find their happy (be it travel, enrichment class, fitness membership or professional development) Cell phone/tech reimbursement Student Loan payment plan (US) Tuition reimbursement Learning & Development and training programs And burgers - lots and lots of burgers COMMITMENT TO DIVERSITY AND INCLUSION Diversity is in our DNA. As a minority-owned company, our commitment to an inclusive environment has long been embedded into agency practices and at every level. Almost one third of senior leadership identifies as a person of color and over half of our executive leadership are women. We have active mentoring & internship programs that create opportunities for underrepresented groups. Internal agency programming is anchored by XMEquity365, a permanent, year-round initiative fostering acknowledgement and support of marginalized communities within five pillars - Excellence, Voices, Education, Giving & Representation. Crossmedia is committed to providing equal employment opportunities and creating a diverse and inclusive company culture and that does not discriminate against candidates and employees because of their disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other basis prohibited by applicable federal, state, or local law. All job requirements are subject to possible revision to reflect changes in the position requirements, business necessities and/or to reasonably accommodate individuals with disabilities. Essential and other job functions are subject to modification. This job description in no way states or implies that these are the only duties to which will be required in this position. Employees will be required to follow other job-related duties as requested by their supervisor/manager (within guidelines and compliance with laws in the US and UK ). Continued employment remains on an “at-will” basis.” Reasonable accommodations may be provided to enable individuals with disabilities to perform essential functions in compliance with the American with Disabilities Act of 1990 (US based) Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job: Prolonged periods of sitting at a desk and working on a computer. Must be able to remain in a stationary position 50% of the time. Ability to stand, bend, and reach Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations. The ability to observe details at close range (within a few feet of the observer). In compliance with the current Americans with Disabilities Act and state and local laws, if you have a disability and would like to request an accommodation to apply for a position with Crossmedia, please email ********************** . (US based candidates).
    $120k-150k yearly Auto-Apply 57d ago
  • Community Development Associate (Remote)

    Grameen America 4.0company rating

    Remote job

    , Inc. Grameen America Inc. (GAI) is a nonprofit microfinance organization founded in 2008 by a Nobel Peace Prize recipient, Mohammad Yunus. Mohammad's vision is to help less fortunate women of color become entrepreneurs and financially independent by providing micro-loans, financial education, asset building through savings and credit building strategies. Role Overview: The Community Development Associate (CDA) is responsible for increasing the membership base through various community outreach activities, building new relationships within the community and maintaining existing ones. The CDA will also lead and manage all client-oriented meetings, which includes collection of loans, disbursements, and repayments and verifications. The CDA will need to be a strong leader with the ability to manage and build cohesive client groups, detailed, organized and the ability to multitask. The CDA would also deliver various training sessions for the members. Recruitment: Grow member base and spread awareness of the Grameen lending program through community outreach activities/organizing to attract and recruit new members to achieve designated membership growth targets. Own an elevated member experience through communication by call, email, or other means to set expectations and build meaningful relationships towards a successful membership placement. Maintain accurate documentation on all members searches and other recruiting activities. Follow company standards and ensure high quality and productivity. Relationship Management: Build positive relationships with borrowers and members for membership and business growth. Provide high level of customer service support when dealing with borrowers and members to ensure satisfaction. Facilitate GAI Center Meetings. Interact with borrowers and members to communicate processes and provide financial education such as how to obtain a micro-loan, understand their credit score, etc. Resolve members concerns, issues, and questions in timely and professional manner. Financial Methodology: Monitor members' loan amount and related activities, including compliance with loan criteria, disbursements, collection of repayments, and reconciling daily payments. Maintain accurate records for all transactions within center and branch (such as proper posting, compliance with required notifications, etc.). Accurately input and track members loan payments and other relevant data in appropriate systems. Qualifications: Skills and Qualifications: Proficiency in English required. Spanish a plus for some locations. Excellent customer service skills with strong written and communication skills. High level of integrity, punctuality, discipline, and attention to detail. Basic logical reasoning and numeric skills. Ability to work independently and with a team-player mentality. Ability to work a flexible schedule from Mondays to Fridays (early mornings and evenings). Education and Experience: BA/BS and/or 1-3 years of work experience in a community organizing outreach, and client recruitment. Familiarity with Microsoft Word and Excel a plus. Knowledge in using computer, laptop, iPad, smartphone, and other similar electronic devices. Depending on location, valid driver's license required. We will adhere to all state and/or city COVID 19 vaccine mandate requirements. Grameen America is an Equal Opportunity Employer (EEO). All candidates for employment will be considered without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, veteran status, or any other basis protected by applicable federal, state or local law.
    $46k-81k yearly est. Auto-Apply 60d+ ago
  • Financial Service Trainee - Knoxville, TN - Customer Service

    Lending Solutions Incorporated 4.4company rating

    Remote job

    Customer Service - Financial Service Representative - Full-Tme Schedules - Evenings and Saturday or Sunday Required! Compensation: $17.00 an hour, plus (evening, weekend, holiday) Shift Differentials of +$2-$5 an hour! Bilingual (Spanish) Shift Differential of +$1.00/an hour for those that qualify. Hours: Our contact center is open 24 hours a day 7 days a week - more hours to serve our client's needs creates a variety of schedule options for our staff based on our business needs. DESCRIPTION In this exciting, fast-paced position, you will be responsible for providing remarkable customer service on behalf of Credit Unions/Banks nationwide by handling primarily inbound calls, as well as occasionally returning messages left by members/customers requesting a call back. Summary: Service banking transactions on behalf of a credit union or bank by accessing sensitive information and completing the transaction in the various computer platforms. You will be responsible for protecting the account by ID verifying every caller (fraud prevention) along with answering and resolving a lengthy list of banking inquiries (not all inclusive): view and reconcile account and loan related inquiries, online banking issues, transfer funds, reorder checks, use third party platforms to resolve various issues (unblock debit cards, submit loan payments), view and explain why funds are on hold, and provide loan and deposit rates. A Financial Service Representative answers back-to-back calls and typically handles 10-12 calls per hour. You will also provide Product and Service Education to members/customers, as it relates to our Clients and have the opportunity to learn additional skills by cross-training within or outside of your department based on performance and/or business need. Competencies: * Language Skills: Ability to read, write, and comprehend complex instructions while clearly and professionally communicating in an accurate and timely manner. * Mathematical Skills: Ability to accurately add, subtract, divide, and multiply to provide callers with accurate account data. * Computer Skills: Type approximately 40 net words per minute and have the ability to troubleshoot basic computer issues. * Physical Demands/Work Environment: While multi-tasking (reading, typing, and listening) the employee is regularly required to sit for an extended time, use a keyboard, and talk to callers via a hands-free headset. The noise level in the contact center is usually moderate, but at times there could be 100 employees on interactions. If working remotely, the noise level is minimal. Essential Job Functions/Qualifications * Experience with general banking knowledge/terminology and banking platforms (mobile, online banking) preferred * Proficient typing, listening, computer, and reading skills * Exceptional attendance record - ability to work scheduled days/evenings, Saturday or Sunday and some Holidays * Quickly and efficiently navigate through several computer programs simultaneously while accurately documenting interaction details * Excellent problem-solving skills with the ability to multi-task * Ability to communicate clearly and professionally while effectively handling and diffusing challenging situations based on reason for call and temperament of the caller * Ability to manage and control emotions and stress while maintaining excellent customer service on all interactions * Professional and upbeat attitude that thrives in a fast-paced environment * Desire and ability to provide excellent customer service on every interaction * Ability to meet the following metrics (not all inclusive): Monthly average talk time 7 minutes or less, Monthly average less than 12 minutes on chats, 98.5% or higher in-production status's, Monthly average wrap up time 40 seconds or less, and Monthly average Quality Review score 85% or higher Work From Home: Work-from-home eligibility is not guaranteed and will be based on performance and schedule adherence. Candidates must be prepared to work onsite as required. EDUCATION High school/GED or better (minimum) OUR BENEFITS INCLUDE: * Paid Training * Shift Differentials ($2-$5 an hour) for hours worked in the evenings, weekends and observed holidays * Spanish Bilingual Differential + Incentives for Eligible Bilingual Interactions * Work-From-Home opportunity upon meeting all performance and attendance requirements, policies, and RWA eligibility requirements * Relaxed dress environment * Generous Paid Time Off - rest and relaxation! * Year-round employee appreciation events and online recognition award program - you are awesome! * Free Coffee at all LSI facility locations * Medical, Dental and Vision Insurance for Full and Part-time employees (+30 hrs/wk) * Life and Disability Insurance * Pet Insurance * Paid Volunteer Time Off - give back to your community! * Educational Assistance and Employee-Assistance-Program * 401k/Profit Sharing with Safe Harbor Match * Growth opportunities - 90% of leadership positions are filled from within! Apply ONLINE at ****** LSIcareers.com! Applicants, as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants, as well as employees are encouraged to contact the Human Resources Department to initiate the interactive process if a reasonable accommodation is needed to perform the essential job functions of the position. Accommodation Requests will be reviewed and approved or declined on a case-by-case basis.
    $17 hourly 60d+ ago
  • Outpatient Therapist - Remote

    Rehmann 4.7company rating

    Remote job

    AuSable Valley Community Mental Health Authority provides quality prevention, education, and mental health services, in a fiscally responsible manner, in Iosco, Ogemaw, and Oscoda Counties, which are aimed at improving the health and welfare of persons served, promote greater independence, and improve the quality of life for people in these counties with developmental disabilities, mental illness or substance use disorders. Outpatient Therapist To provide outpatient clinical services in designated county to individuals with severe and persistent mental illness, serious emotional disturbance, and/or intellectual/developmental disabilities. Persons with Lived Experience with mental illness, intellectual/developmental disabilities or substance abuse disorders are encouraged to apply. The Outpatient therapist has specific responsibility of providing individual and group therapy directly to consumers in designated locations. The Outpatient therapist must maintain documentation compliance and adherence to AVCMHA policy and procedure. Further responsibilities include collaboration with community referral sources and interagency colleagues, crisis intervention, and emergency on-call participation. The Outpatient therapist is responsible for the management of an individual caseload, fidelity to evidence-based practices, and collaboration amongst referral sources. The Outpatient therapist is responsible for determining individual eligibility for initial Agency services. Requirements Minimum qualification for Outpatient Therapist is a master's degree in Social Work (MSW) and be licensed by the State of Michigan in their relative field as a full license (LMSW) or Limited License (LLMSW) or Masters in Counseling (licenses include LPC and LLPC). CADC or CAADC (preferred but not required) Additional requirements for this position include but are not limited to the following: After Hours Emergency Services On Call Responsibilities Ability to assess, diagnose using the DSM5 and treat adults and children with SMI/SED/I/DD Have valid State of Mi License to practice. Full license preferred, Limited accepted. Ability to enter documentation into electronic medical record. Must have strong organization and time management skills About Us: AuSable Valley Community Mental Health Authority has many opportunities for those looking to make a difference in the lives of our community members by providing beneficial and cost-effective services to our consumers. AVCMHA provides State funded public mental health services to Iosco, Ogemaw, and Oscoda counties in northern Michigan. Services are provided to people with an Intellectual or Developmental Disability (I/DD), a Serious Persistent Mental Illness (SPMI), and/or those who may be Seriously Emotionally Disturbed (SED). The right person will have the ability to demonstrate knowledge of, follow and utilize agency policies and procedures. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed within the organizational Job Description for this position are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Candidates must be able to work a flexible schedule and travel throughout the Board's coverage area and, at times, around different areas of the state. Possession of a driver's license valid in the State of Michigan, vehicle insurance as required by Michigan Law, and a good driving record; be a U.S. Citizen or have possession of necessary papers allowing holder to work legally within the United States. Excellent Benefit Package includes: PTO (paid time off) Accrual Program Paid Holidays BC/BS PPO Medical Benefits Health Savings Account Flex Savings Account Dental Vision Pension Plan Tuition Assistance Program Student Loan Payment Assistance Term Life Insurance Short Term Disability Insurance Long Term Disability Insurance Voluntary Life Insurance AFLAC Equal Employment Opportunity Policy: AuSable Valley Community Mental Health provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. ******************
    $52k-63k yearly est. Auto-Apply 60d+ ago
  • Senior Accountant

    Tcn Behavioral Health Services 4.4company rating

    Remote job

    Job Details TCN Fairborn - Fairborn, OH $75000.00 - $78000.00 SalaryDescription Primary Responsibilities: Ensures that internal and external reporting requirements are completed in a timely and accurate manner. Maintains general ledger, charts of accounts, accounts payable, accounts receivable/revenue and budgets. Responsible for uploading contributions and loan payments for 401K program and resolving differences that occur between the Plan Administrator's expectations and payroll withholdings. Completes and distributes daily cash reports. Enters productivity exceptions when needed. Assists in the verification of coding with A/P invoices weekly. Prepares deposits every Friday or when needed. Post daily cash receipts from all sources (i.e., ACH, cash and credit cards). Participates in budget preparations and completes the expense side of the budget by sue data set by the Chief Financial Officer. Prepares and updates monthly, quarterly, and bi-annual reports (i.e., FTE). Calculates staff productivity bonus payments and prepares request for approval. Reconciles all cash and investments accounts, prepaid expense accounts, accrued liability accounts, payroll withholding accounts, tax accounts and any other key balance sheet accounts as requested. Benefits: Licensure reimbursement Clinical supervision hours towards independent licensure Career advancement opportunities Professional development and paid CEUs Additional compensation for advanced licensure Health, dental, and vision insurance 401k retirement options with company match as of day one Generous paid leave options 11 paid holidays Flexible or work-from-home options Casual Friday-Sunday dress code Work Location and Standard Work Hours: Fairborn, OH Full-time Some evenings and weekends may be required Supervisory Responsibilities: None. Work Environment: This job operates in a professional office environment. You're passionate, purpose-driven, and you envision a community of healthy and productive individuals. You care about improving lives by providing clinically excellent and accessible behavioral health services. Join us on our mission and come be a part of our positive company culture filled with diverse talent, clinical excellence, and dedication to supporting the needs of our communities. Qualifications Education: Bachelor's degree with concentration in accounting, finance, or comparable knowledge. Experience: One to two years of general fiscal-related experience.
    $75k-78k yearly 60d+ ago
  • Full-Time Float Teller in Dublin, OH - MILEAGE ALLOWANCE PAID

    Middlefield Banc Corp 3.8company rating

    Dublin, OH

    The Middlefield Banking Company is a full service FDIC-insured commercial bank and LPL Financial brokerage headquartered in Middlefield, Ohio. We have 21 branches serving Beachwood, Chardon, Cortland, Dublin, Garrettsville, Mantua, Middlefield, Newbury, Plain City, Powell, Orwell, Solon, Sunbury, Twinsburg, Westerville, Bellefontaine, Marysville, Ada, and Kenton. The Bank also operates a Loan Production Office in Mentor, Ohio. Dating back to 1901, The Middlefield Banking Company has been a leader in delivering quality personal financial service to its communities. We are continually recognized as one of the most profitable community banks in the U.S. If you are you seeking an opportunity to learn more or have a desire to start or advance your career in the banking industry, the Middlefield Banking Company is looking for enthusiastic team members to join our team! SUMMARY: The Float Teller provides exceptional customer service to new, potential and existing customers. A friendly and professional demeanor is expected. Primary responsibilities include, but are not limited to, account openings of all deposit accounts, promote all bank products and services, and participate with IQ Leads calling daily. Receive and process all transactions for customer related business, such as check cashing, deposits, loan payments, safe deposit rent payments, sales of negotiable instruments and processing wire transfers. Assist the Branch Manager as needed with Branch operations within the branch, as well as outside calling efforts. Must have reliable transportation. Will work at various branches in Columbus area. To be successful as a Float Teller at Middlefield Bank: Experience in opening new accounts for both consumers and businesses Experienced and knowledgeable in cash handling skills Outstanding customer service skills Proficient with Microsoft Office and data entry skills Works with Integrity and Honesty in a team atmosphere Flexibility to work at different branches as needed Background Check and Credit Check Notice: As part of our standard hiring process, The Middlefield Banking Company conducts background checks and credit checks on all potential employees. This is done to ensure the safety and security of our workplace, as well as to assess an individual's eligibility for certain roles that require financial responsibility. Any job offer made will be contingent upon the successful completion of these checks. The Middlefield Banking Company is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, pregnancy, veteran status or any other protected characteristic as outlined by federal, state, or local laws.
    $25k-28k yearly est. Auto-Apply 13d ago
  • Client Service Center Specialist

    Pinnacle Bank 3.5company rating

    Remote job

    At Pinnacle, our goal is to create an atmosphere where people can become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and excellent. For us, it starts with hiring the right people. We hire like-minded people who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance and Discipline. We hire experienced professionals who understand the industry and provide effective advice. We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affect the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Client Service Center Specialist demonstrates a commitment to delivering distinctive service. This position will be responsible for assisting clients with their financial needs or by directing calls to the appropriate associate(s). The Client Service Center is open 24 hours a day 7 days a week with current exceptions being Easter and Christmas. PRIMARY RESPONSIBILITIES: Provide distinctive service to clients and prospects over the telephone as well as in multi-media written interactions like email and chat. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard through schedule adherence (all phones answered by a live person within three rings). Provide guidance to clients regarding their deposit and loan accounts, including balances, transaction histories, loan payment, stop pays, maintenance, debit card/credit card along with all other services and products offered by Pinnacle Financial Partners. Assist clients with inquiries regarding service charges, account history while complying with disclosure requirements, regulations, and client privacy policies. Assist clients with problems or questions they may have relating to their Pinnacle Accounts. Complete research of miss-posted transactions, pending NSF items, copies of statements, checks, deposits and send copies either via secure messaging or fax to clients per their requests. Serve as first response for Business online banking by assisting clients in setting up online banking services, answer questions regarding features and usage, resolve client concerns, and act as liaison to our Online, as Mobile Banking and Bill Pay Partners. Research bill payment issues and support special projects as needed. Prioritize and make on-the-spot decisions regarding client requests while weighing client satisfaction issues with Firm exposure to loss or fraud. Handle calls for report fraud or ID Theft associated with client accounts. Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned. DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING: High School Diploma or Equivalent - College degree is preferred. Minimum of five (5) years' experience in financial service or job-related experience, 10 years preferred. Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. Knowledge of federal banking regulations and compliance. Knowledge and experience in client-facing service role (call center experience is preferred). Broad knowledge of bank products and services. DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: Excellent interpersonal skills including verbal and written communication. Detail oriented with strong organizational and analytical skills. Ability to multi-task and prioritize daily tasks, with effective time-management skills. Willingness to learn and adapt to changing technologies, tech savvy with above average computer skills. Ability to work independently in a flexible environment to accommodate a 24/7 schedule. Ability to obtain and maintain a high-speed internet connection for work from home access. Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. POSITION STATUS: NON-EXEMPT DATE: 09.08.2021 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.
    $28k-44k yearly est. Auto-Apply 60d+ ago
  • Client Service Officer I_Consumer & Business Banking

    City National Bank 4.9company rating

    Remote job

    WHAT IS THE OPPORTUNITY? Responsible for performing day-to-day servicing for respective team and clients. Works directly with clients in all areas of deposit and credit operations (new accounts, wires, transfers, account activity, online banking etc.) Provides clients with accurate, timely and detailed information to ensure quality service and client retention. Resolves client inquires/complaints and identifies "root cause" of errors/discrepancies identified. Relieves Relationship Manager from performing account specific servicing tasks. Support Client Service Manager_Consumer and Business Banking. WHAT WILL YOU DO? * Acts as primary liaison between client and all areas of the bank. Perform follow-up with all clients to ensure completion and satisfaction. * Introduce clients to appropriate area within Bank, maintain knowledge of bank products and services. * Ensure early identification and proper escalation of potential risk to appropriate level of authority. * Uses knowledge of bank products and services to evaluate new opportunities for growth in relationships and recommending beneficial solutions to clients/prospects. * Is dedicated to meeting the expectations and requirements of internal and external clients; gets first-hand client information and uses it for improvements in products and services; acts with clients in mind; establishes and maintains effective relationships with clients and gains their trust and respect. Resolves problems, answers questions related to client accounts and utilization of bank products and services. * Resolves client complaints and takes appropriate action to prevent future problems. Contacts clients regarding overdrafts (or other related problems) and performs follow-up necessary to resolve situation. Determines appropriate method of approach. * Analyzes client needs in order to recommend appropriate solutions/benefits to clients/prospects. * Assist with leading and managing internal service process including outbound calling efforts to clients/prospects. * Coordinate branch facilitated requests (cashier's checks, cash orders, FX, etc.) * Fraud reporting. * Is considered a subject matter expert in operations policies, procedures, and applicable regulatory requirements. * Support sales colleagues and Client Services Manager to build and maintain client relationships. * Will support multiple sales teams. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 2 years' experience in client service, banking operations or banking relationship management support required. * Minimum 2 years' experience in a banking or financial services environment required *Additional Qualifications* * Prior Business Banking experience helpful * Knowledge of Bank policies and procedures and regulatory compliance. * Knowledge of Bank products and services. * Solid knowledge of all phases of operations (e.g., installment loans, new accounts, loan payments, statement handling, wires). * problem solving skills. * Strong interpersonal, verbal and written communication skills in order to effectively interact with clients and bank colleagues at all levels. * Strong organizational and time management skills and ability to prioritize work. * Strong Microsoft Office Suite skills (e.g., Word, Excel, Outlook). *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $22.27 - $33.43 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $22.3-33.4 hourly 22d ago
  • Relationship Banker-Float

    Cfbank 3.7company rating

    Columbus, OH

    We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we've been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business. About the role: While encompassing the traditional transactional responsibilities, this position is also expected to be a sales leader and mentor to other client service staff and to lead initiatives assigned by Management. As the front-line staff, those in this position are often the first point of contact for existing and potential customers, requiring strong interpersonal skills and a dedication to customer service. What you'll do: * Develop business and generate meaningful growth through inside and outside sales. * Act as a liaison between lines of business to effectively cross-sell and deliver exemplary products and relationship servicing to new and existing clients. * Provide excellent customer service throughout the client relationship, coordinating with other departments to find satisfactory resolutions where needed. * Serve as a knowledgeable resource to both staff and customers, possessing a deep understanding of banking fundamentals as well as CFBank services, products, and compliance requirements. * Conduct a wide range of daily customer transactions as needed including check cashing, deposits, withdrawals, IRA transactions, HSA transactions, loan payments, opening, and closing deposit accounts, ATM balancing, customer access to safe deposit boxes, and other transactions on deposit accounts, while operating within procedural guidelines and compliance requirements. * Help to ensure branch compliance, assisting with internal and external audits as needed. * Comply with internal security policies and procedures and maintain customer confidentiality at all times. * Adhere to all regulations, policies, and record-keeping requirements. Desired Qualifications: * High school diploma or general educational degree (GED) with some banking/finance experience or education preferred. * Strong prior experience in product knowledge and cross-selling performance expected with position * Willing to register and maintain a registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements * Expected to acquire and maintain proficiency in the bank's policies and procedures, and adhere to all laws, rules, and regulations that are applicable to conduct, and the work being performed. * Proficient computer skills are required and the ability to learn various Banking Software programs. * Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. * Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing * Must have excellent organizational skills and the ability to multi-task and to be flexible. What We Offer: * Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility. * Professional development opportunities including educational/training opportunities * "Accelerated" 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vesting * Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!) * Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources * One of the most collaborative environments you'll find, with a team of hard-working mutually invested professionals who are excited about shared success
    $21k-25k yearly est. 9d ago
  • Retail Mortgage Loan Originator

    Truist 4.5company rating

    Columbus, OH

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (*************************************************** _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)_ _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage production goals. 2. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well as secondary market investor's guidelines utilized by Truist. 3. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external rules and regulations, particularly those established by State and Federal law. 4. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as Truist Mortgage products and their benefits. 5. Consistently execute on Truist's referral process by introducing mortgage clients to other bank solutions for deepening client opportunities. 6. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined through quality control or post-closing review. 7. This position is paid solely on commissions based on the applicable standard commission rate and terms, which may include a salary draw. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. 1+ year(s) experience in banking and/or lending environment with basic knowledge of residential property types 2. Good organizational, written and verbal communication skills 3. Possesses solid interpersonal and negotiation skills 4. Demonstrated proficiency in relevant computer applications 5. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications: 1. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience. 2. Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations. 3. Previous sales awards and leadership positions. OTHER JOB REQUIREMENTS / WORKING CONDITIONS Sitting/Standing/Walking/Bending/Lifting Sitting Frequently (25% - 50% of the time) Standing Frequently (25% - 50% of the time) Walking Frequently (25% - 50% of the time) Lifting Up to 25 lbs. Visual / Audio / Speaking Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone. Manual Dexterity / Keyboarding Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. Availability Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. Travel Up to 75% **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** Pay Transparency Nondiscrimination Provision (*********************************************************************************************** E-Verify (********************************************** Contents/E-Verify\_Participation\_Poster\_ES.pdf)
    $31k-47k yearly est. 60d+ ago
  • Client Service Center Specialist

    Pinnacle Financial 4.1company rating

    Remote job

    At Pinnacle, our goal is to create an atmosphere where people can become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and excellent. For us, it starts with hiring the right people. * We hire like-minded people who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance and Discipline. * We hire experienced professionals who understand the industry and provide effective advice. * We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affect the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Client Service Center Specialist demonstrates a commitment to delivering distinctive service. This position will be responsible for assisting clients with their financial needs or by directing calls to the appropriate associate(s). The Client Service Center is open 24 hours a day 7 days a week with current exceptions being Easter and Christmas. PRIMARY RESPONSIBILITIES: * Provide distinctive service to clients and prospects over the telephone as well as in multi-media written interactions like email and chat. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard through schedule adherence (all phones answered by a live person within three rings). * Provide guidance to clients regarding their deposit and loan accounts, including balances, transaction histories, loan payment, stop pays, maintenance, debit card/credit card along with all other services and products offered by Pinnacle Financial Partners. * Assist clients with inquiries regarding service charges, account history while complying with disclosure requirements, regulations, and client privacy policies. * Assist clients with problems or questions they may have relating to their Pinnacle Accounts. Complete research of miss-posted transactions, pending NSF items, copies of statements, checks, deposits and send copies either via secure messaging or fax to clients per their requests. * Serve as first response for Business online banking by assisting clients in setting up online banking services, answer questions regarding features and usage, resolve client concerns, and act as liaison to our Online, as Mobile Banking and Bill Pay Partners. Research bill payment issues and support special projects as needed. * Prioritize and make on-the-spot decisions regarding client requests while weighing client satisfaction issues with Firm exposure to loss or fraud. * Handle calls for report fraud or ID Theft associated with client accounts. * Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. * Assist other team members as needed to ensure delivery of distinctive service. * Perform other related duties and responsibilities as assigned. DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING: * High School Diploma or Equivalent - College degree is preferred. * Minimum of five (5) years' experience in financial service or job-related experience, 10 years preferred. * Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. * Knowledge of federal banking regulations and compliance. * Knowledge and experience in client-facing service role (call center experience is preferred). * Broad knowledge of bank products and services. DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: * Excellent interpersonal skills including verbal and written communication. * Detail oriented with strong organizational and analytical skills. * Ability to multi-task and prioritize daily tasks, with effective time-management skills. * Willingness to learn and adapt to changing technologies, tech savvy with above average computer skills. * Ability to work independently in a flexible environment to accommodate a 24/7 schedule. * Ability to obtain and maintain a high-speed internet connection for work from home access. * Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. * The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. POSITION STATUS: NON-EXEMPT DATE: 09.08.2021 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.
    $26k-37k yearly est. 60d+ ago
  • Full-Time Teller

    Telhio Credit Union 3.8company rating

    Columbus, OH

    Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement. After generations of service and growth, we never lose focus of our three core values - Caring, Commitment, and Integrity. The Teller is the "face" of Telhio Credit Union; this individual represents Telhio's image during all interactions with members and potential members. Their role is to create a welcoming, friendly environment for members as soon as they enter the doors or drive through. The teller processes a variety of personal and business financial transactions for members and inform members about other Telhio products and services from which they could benefit. We are currently seeking a Full-Time Teller. Work hours during the week are 9am-6pm Monday - Friday and rotating Saturdays 9am - 1pm (40 hours/week). Responsibilities: Process all member and non-member transactions accurately and efficiently (i.e. cash withdrawals, deposits, loan payments). Inform Members about products, services, and current promotions. Cross-sell credit union products by answering inquiries; informing members of new services and product promotions; ascertaining customer needs; directing customers to lobby and partner representatives. Refer members to Relationship Bankers and Senior Bankers for further discovery sessions. Establish and maintain strong relationships with members, providing exceptional service and financial guidance. Maintains member confidence and protects credit union operations by keeping information confidential, cautioning others regarding potential breaches. Balance cash drawers accurately. Complies with credit union operations and security procedures by participating in all dual control functions. Witness and assist in audits as requested. Performs other tasks as requested by supervisors as they relate to the bank and its functions. Performs other duties as assigned. Comply with all policies and standards. Required Qualifications: High School Diploma or Equivalent (Required) 1-3 yrs. - Experience in a cash handling role. (Preferred) Less than 1 year - Experience in Member/Customer Service (Preferred) Effective communication skills (oral and written) Strong organizational skills to provide a high level of accuracy in all transactions Excellent Microsoft Office skills, ability to operate standard office machines needed to perform the job, such as computer terminal, calculator/adding machine, copier, and fax machine Possess team "attitude" and professionalism at all times Demonstrates strong relationship building skills Demonstrates strong member advisory skills Telhio applicants must be able to pass a background check including: Credit, Drug Screen, Bondability, & Criminal Background What you will earn: Competitive pay Opportunity to earn incentive pay Benefits: several medical plan options, dental, free vision, free life and free disability insurance Additional financial incentive programs for employees enrolled in our insurance 6% matching and immediately vested 401(k) plan Generous schedule for paid holidays, vacation and personal time for a healthy work-life balance Opportunity for personal career growth, continued education and mentorship programs Volunteer opportunities impacting the local community PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, you will need to have good manual dexterity as well as speaking and hearing ability. This position requires sitting; some reaching; frequent standing and walking; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds. It is expected that the employee will read, compile, compute and record numerical and statistical data. This is a Non-Collective Bargaining Unit Telhio is an Equal Opportunity Employer
    $24k-28k yearly est. 7d ago
  • Member Service Center Representative (onsite/hybrid in Leominster, MA)

    All One Credit Union

    Remote job

    The Member Service Center Representative is responsible for providing service and an exceptional member experience to existing members and potential members through a variety of communication channels such as telephone, email, chat, message center and social media. This is achieved by providing exceptional service and meeting all financial needs of each member through the servicing of existing products and services, making new product and service recommendations and completing member requests. Primary Responsibilities: Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to members served by the Credit Union. 1. Consistently executes appropriate behaviors aligned with All One's values and member service standards to deliver an exceptional member experience via telephone, online chat, email, message center and social media. 2. Responds to inquiries from members and performs necessary transactions and/or research to resolve issues (i.e. deposit products, lending products, digital products, and account discrepancies). 3. Works with branches to coordinate and schedule member appointments, both digitally and in person, when needed, for a seamless member experience. 4. Processes member loan payments via phone. Works with members to set up recurring payments. 5. Validates member information and assists members with requests for file maintenance changes to their account including but not limited to address changes, withdrawals, transfers between accounts, closing of accounts, etc. 6. Recommends appropriate solutions to meet member needs. When needed, consults with and/or makes referrals to product specialists who can assist in meeting specific member needs such as wealth management, IRAs, real estate and commercial lending, etc. 7. Maintains current knowledge of all credit union products, services, policies and procedures. 8. Responsible for daily member support of all electronic banking products/services including Online/mobile banking, Bill Pay, P2P, mobile deposit, external transfer, Visa online, etc. 9. Develops and deepens member relationships by taking ownership to resolve member issues efficiently. 10. Provides support, file maintenance, and troubleshooting regarding technical issues for members. 11. Continuously increases knowledge and skills through self-motivation, formal education, seminars, and in-house training. 12. Adheres to all of All One's policies and procedures. Responsible for compliance with the following regulations: BSA, OFAC, and other regulations as required. Work-Life Balance, Benefits & Compensation: We understand the importance of work-life balance, and our programs give employees peace of mind. Employees at All One Credit Union are offered a comprehensive, affordable, and competitive benefits package including a rich 401K plan offering 100% of the first 5% 401K Match contribution and 3% 401K Safe Harbor contribution. Please review our full benefits package at all-onecu.com/about/careers/. The salary range for this role is between $19.00 - $23.75. Actual compensation will be determined based on experience and other factors as permitted by law. This position is eligible to work remotely up to 2 days per week after 3 months of hire in accordance with the Work From Home Guidelines. Requirements High School diploma or equivalent. One to three years' similar or related experience required. Excellent interpersonal, communication and organizational skills. Ability to speak effectively by telephone with members and employees of the Credit Union. Bilingual (English/Spanish) preferred, but not required. Must possess basic knowledge of Credit Union products and services. Must be skilled in engaging members in conversation to optimize sales opportunities. Must be a great problem solver, proactive in solving member issues and comfortable with technology. Must have working knowledge of Microsoft Outlook, Word, and Excel. Must have ability to work a rotating schedule of Monday through Saturday. Must be registered with the Nationwide Mortgage Licensing System. Employees are expected to embody All One Credit Union's core values in all interactions, fostering partnerships, trust, and community both internally and externally. This commitment supports a culture of inclusion and drives the achievement of All One's goals. All One Credit Union is an Equal Opportunity Employer.
    $19-23.8 hourly 60d+ ago
  • Senior Accountant

    Tcn Behavioral Health Services 4.4company rating

    Remote job

    Job Details Fairborn, OH $75000.00 - $78000.00 SalaryDescription Primary Responsibilities: Ensures that internal and external reporting requirements are completed in a timely and accurate manner. Maintains general ledger, charts of accounts, accounts payable, accounts receivable/revenue and budgets. Responsible for uploading contributions and loan payments for 401K program and resolving differences that occur between the Plan Administrator's expectations and payroll withholdings. Completes and distributes daily cash reports. Enters productivity exceptions when needed. Assists in the verification of coding with A/P invoices weekly. Prepares deposits every Friday or when needed. Post daily cash receipts from all sources (i.e., ACH, cash and credit cards). Participates in budget preparations and completes the expense side of the budget by sue data set by the Chief Financial Officer. Prepares and updates monthly, quarterly, and bi-annual reports (i.e., FTE). Calculates staff productivity bonus payments and prepares request for approval. Reconciles all cash and investments accounts, prepaid expense accounts, accrued liability accounts, payroll withholding accounts, tax accounts and any other key balance sheet accounts as requested. Benefits: Licensure reimbursement Clinical supervision hours towards independent licensure Career advancement opportunities Professional development and paid CEUs Additional compensation for advanced licensure Health, dental, and vision insurance 401k retirement options with company match as of day one Generous paid leave options 11 paid holidays Flexible or work-from-home options Casual Friday-Sunday dress code Work Location and Standard Work Hours: Fairborn, OH Full-time Some evenings and weekends may be required Supervisory Responsibilities: None. Work Environment: This job operates in a professional office environment. You're passionate, purpose-driven, and you envision a community of healthy and productive individuals. You care about improving lives by providing clinically excellent and accessible behavioral health services. Join us on our mission and come be a part of our positive company culture filled with diverse talent, clinical excellence, and dedication to supporting the needs of our communities. Qualifications Education: Bachelor's degree with concentration in accounting, finance, or comparable knowledge. Experience: One to two years of general fiscal-related experience.
    $75k-78k yearly 60d+ ago
  • Relationship Banker-Float

    Cfbank 3.7company rating

    Westerville, OH

    We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we've been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business. About the role: While encompassing the traditional transactional responsibilities, this position is also expected to be a sales leader and mentor to other client service staff and to lead initiatives assigned by Management. As the front-line staff, those in this position are often the first point of contact for existing and potential customers, requiring strong interpersonal skills and a dedication to customer service. What you'll do: * Develop business and generate meaningful growth through inside and outside sales. * Act as a liaison between lines of business to effectively cross-sell and deliver exemplary products and relationship servicing to new and existing clients. * Provide excellent customer service throughout the client relationship, coordinating with other departments to find satisfactory resolutions where needed. * Serve as a knowledgeable resource to both staff and customers, possessing a deep understanding of banking fundamentals as well as CFBank services, products, and compliance requirements. * Conduct a wide range of daily customer transactions as needed including check cashing, deposits, withdrawals, IRA transactions, HSA transactions, loan payments, opening, and closing deposit accounts, ATM balancing, customer access to safe deposit boxes, and other transactions on deposit accounts, while operating within procedural guidelines and compliance requirements. * Help to ensure branch compliance, assisting with internal and external audits as needed. * Comply with internal security policies and procedures and maintain customer confidentiality at all times. * Adhere to all regulations, policies, and record-keeping requirements. Desired Qualifications: * High school diploma or general educational degree (GED) with some banking/finance experience or education preferred. * Strong prior experience in product knowledge and cross-selling performance expected with position * Willing to register and maintain a registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements * Expected to acquire and maintain proficiency in the bank's policies and procedures, and adhere to all laws, rules, and regulations that are applicable to conduct, and the work being performed. * Proficient computer skills are required and the ability to learn various Banking Software programs. * Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. * Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing * Must have excellent organizational skills and the ability to multi-task and to be flexible. What We Offer: * Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility. * Professional development opportunities including educational/training opportunities * "Accelerated" 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vesting * Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!) * Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources * One of the most collaborative environments you'll find, with a team of hard-working mutually invested professionals who are excited about shared success
    $21k-25k yearly est. 9d ago

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