Inside Sales Representative
Tucson, AZ jobs
At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.
Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers' expectations while making a real impact for our company through our shared purpose.
When you join our company, we want you to feel valued, supported and proud to work here. That's why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers.
Qualifications & Skills:
2 years prior sales OR professional office experience required OR associate's degree or higher
Solid computer and multi-tasking skills
Ability to effectively communicate, verbally and in writing
Ability to work comfortably in a fast-paced, high-volume call center environment
Hybrid role: Training 100% in-office; post training 4 days a week in office and work from home 1 day a week
Inside Sales Representative
Salary: $20.00 per hour / $40,300.00 annually
At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.
Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers' expectations while making a real impact for our company through our shared purpose.
When you join our company, we want you to feel valued, supported and proud to work here. That's why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers.
Increase your earning potential (Up to $2,500 in Bonuses)
$1,000 Completion bonus after successfully completing training and orientation (around 5 months)
Potential to earn additional monthly sales incentives after 10-week training program!
+10% evening differential for applicable shifts
Have an active P&C or personal lines insurance license?
You will be eligible for a $1,500 sign on bonus! Ask your recruiter for more details!
At GEICO, our associates are the heart of our company. We're looking for Sales Representatives for our Tucson, AZ office who are driven, solution-oriented, and ready to contribute to our company's success. We're seeking outstanding associates who want to kickstart a fulfilling career with one of the most innovative auto insurers in the U.S.
As a Sales Representative, you'll build rapport with customers without making a single cold call. Our Sales Representatives use compassion and persuasion skills to prepare insurance quotes, advise customers on coverage, and convert quotes into new policies. GEICO offers a career with plenty of development opportunities, where you will feel seen, challenged, and can make an impact from the start. If you enjoy working in a fast-paced, competitive environment and have a passion for sales, this is your opportunity to be part of a great team!
Sales associates are also eligible to participate in a performance driven incentive plan where top performers can earn up to $36k per year, with the potential of an additional $3k per month in stretch bonuses once a predetermined level of performance has been achieved.
#geico800
At this time, GEICO will not sponsor a new applicant for employment authorization for this position.
The GEICO Pledge:
Great Company: At GEICO, we help our customers through life's twists and turns. Our mission is to protect people when they need it most and we're constantly evolving to stay ahead of their needs.
We're an iconic brand that thrives on innovation, exceeding our customers' expectations and enabling our collective success. From day one, you'll take on exciting challenges that help you grow and collaborate with dynamic teams who want to make a positive impact on people's lives.
Great Careers: We offer a career where you can learn, grow, and thrive through personalized development programs, created with your career - and your potential - in mind. You'll have access to industry leading training, certification assistance, career mentorship and coaching with supportive leaders at all levels.
Great Culture: We foster an inclusive culture of shared success, rooted in integrity, a bias for action and a winning mindset. Grounded by our core values, we have an an established culture of caring, inclusion, and belonging, that values different perspectives. Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose.
As part of our culture, we also offer employee engagement and recognition programs that reward the positive impact our work makes on the lives of our customers.
Great Rewards: We offer compensation and benefits built to enhance your physical well-being, mental and emotional health and financial future.
Comprehensive Total Rewards program that offers personalized coverage tailor-made for you and your family's overall well-being.
Financial benefits including market-competitive compensation; a 401K savings plan vested from day one that offers a 6% match; performance and recognition-based incentives; and tuition assistance.
Access to additional benefits like mental healthcare as well as fertility and adoption assistance.
Supports flexibility- We provide workplace flexibility as well as our GEICO Flex program, which offers the ability to work from anywhere in the US for up to four weeks per year.
The equal employment opportunity policy of the GEICO Companies provides for a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religious creed, national origin, ancestry, age, gender, pregnancy, sexual orientation, gender identity, marital status, familial status, disability or genetic information, in compliance with applicable federal, state and local law. GEICO hires and promotes individuals solely on the basis of their qualifications for the job to be filled.
GEICO reasonably accommodates qualified individuals with disabilities to enable them to receive equal employment opportunity and/or perform the essential functions of the job, unless the accommodation would impose an undue hardship to the Company. This applies to all applicants and associates. GEICO also provides a work environment in which each associate is able to be productive and work to the best of their ability. We do not condone or tolerate an atmosphere of intimidation or harassment. We expect and require the cooperation of all associates in maintaining an atmosphere free from discrimination and harassment with mutual respect by and for all associates and applicants.
Auto-ApplyCybersecurity GRC Specialist
Irvine, CA jobs
Who We Are
Through our service brands Hyundai Motor Finance, Genesis Finance, and Kia Finance, Hyundai Capital America offers a wide range of financial products tailored to meet the needs of Hyundai, Genesis, and Kia customers and dealerships. We provide vehicle financing, leasing, subscription, and insurance solutions to over 2 million consumers and businesses. Embodying our commitment to grow, innovate, and diversify, we strive to reimagine the customer and dealer experience and launch innovative new products that broaden our market reach. We believe that success comes from within and are proud to support our team members through skill development and career advancement. Hyundai Capital America is an Equal Opportunity Employer committed to creating a diverse and inclusive culture for our workforce. We are a values-driven company dedicated to supporting both internal and external communities through volunteering, philanthropy, and the empowerment of our Employee Resource Groups. Together, we strive to be the leader in financing freedom of movement.
We Take Care of Our People
Along with competitive pay, as an employee of HCA, you are eligible for the following benefits:
Medical, Dental and Vision plans that include no-cost and low-cost plan options
Immediate 401(k) matching and vesting
Vehicle purchase and lease discounts plus monthly vehicle allowances
Paid Volunteer Time Off with company donation to a charity of your choice
Tuition reimbursement
What to Expect
The Cybersecurity Governance Manager plays a critical role in the organization's second line of defense, ensuring policies, governance frameworks, and regulatory adherence in cybersecurity governance, risk and compliance across the organization. This role establishes oversight mechanisms, monitors compliance with industry regulations, and ensures access-related risks are effectively managed. In addition, this role ensures governance and compliance strategies are aligned with business objectives and security standards.
What You Will Do
1. Cybersecurity Governance and Risk Management
Manage, maintain and enforce security policies, standards and guidelines related to Cybersecurity governance processes.
Develop, implement, maintain and execute a Cybersecurity Risk Register, Policy Risk Exception Process, and Procedures.
Conduct risk assessments and impact analyses to identify risks, manage remediations, to ensure compliance across business systems, IT Infrastructure, and network operating environments.
2. Cybersecurity Risk Assessment
Perform Global Integrated Security Framework (GSIF) assessments, monitor and ensure remediations are following GSIF ISO 27001 standards across cross-functional departments.
Collaborate with Cybersecurity Risk Management, Cybersecurity Engineering Operations, and IT to ensure security best practices are integrated within each project and system deployment.
Cybersecurity Governance and Risk Reporting
Develop metrics and reporting for senior management and stakeholders that identify security risks and provide actionable insights to address gaps.
Develop and maintain the governance mechanisms and automation tools track the Risk Register, and compliance status across the organization.
Develop and maintain dashboards and regular reporting to manage management performance metrics, risk metrics.
Qualifications
What You Will Bring
Minimum 5-7 years progressive experience in cybersecurity governance, risk management, or compliance within financial services with a deep understanding of the IT systems.
Bachelor's degree in Cybersecurity, Information Security, Risk Management or a related field
Master's degree a plus.
Certifications such as CISSP, CISM, CRISC, CGEIT, CISA, and ITIL are highly desirable.
Working knowledge of Cybersecurity risk management frameworks, Governance, Risk, and Compliance process, IT general controls (e.g. asset classification, risk assessments, vulnerability and threat analysis, risk treatment, audit controls and remediation, vendor risk management, and IT risk management & reporting).
Working knowledge of Information Security & Risk Frameworks including ISO 27001/2, ISO 31000:2009, ISO 27005:2008; NIST Special Publications and Methodologies (e.g. SP800-12, 30, 37, 39, 53,150, 161).
Working knowledge of California Consumer Privacy Act (CCPA), Gramm-Leach-Bliley Act (GLBA), NYDFS Cybersecurity Regulation, PCI-DSS, FFIEC, SOX, and other relevant laws and regulations.
Basic understanding of financial regulatory frameworks and cybersecurity best practices.
Ability to communicate complex security concepts to business leaders and technical teams.
Work Environment
Employees in this class are subject to extended periods of sitting, standing and walking, and using a computer. Work is performed in an office environment.
The posted salary range for this job takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; geographic location, and other business and organizational needs. Successful candidates may be hired anywhere in the salary range based on these factors. It is uncommon to hire candidates at or near the top of the range.
California Privacy Notice
This notice only applies to our applicants who reside in the State of California.
The latest version of our Privacy Policy can be found here. This Privacy Policy provides you with notice, at or before the point of collection, about the categories of personal information to be collected from you, the purposes for which your personal information is collected or used, and whether that information is sold or shared, so that you can exercise meaningful control over our use of your personal information. We are providing this notice to comply with the California Consumer Privacy Act of 2018, as amended as amended by the California Privacy Rights Act of 2020 (“CCPA”).
If you have any questions about CCPA regarding California residents or HCA team members, please contact the Privacy Team at Privacy2@hcs.com.
Primary Location: United States-California-Irvine
Work Locations: Headquarters 1 3161 Michelson Dr. Ste 1900, Irvine 92612
Job: Information Security
Job Type: Regular
Overtime Status: Exempt
Schedule: Full-time
Minimum Salary: $92,500.00
Maximum Salary: $143,500.00
Sales Specialist
Willis, TX jobs
What you'll do:
This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The Sales Associate would work out of our The Reserve at Lake Conroe, located in Willis, TX.
Your job will include:
Selling, processing, and closing homes in accordance with company business plans.
Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes.
Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites.
Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication.
Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics.
Monitoring and recording daily customer traffic utilizing company designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow up.
Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities.
Creating sales agreements which may include calculation of sales tax and monthly payment plans as well as running credit checks.
Attending regular rally meetings to review sales and marketing strategies.
Meeting with residents and buyers to list and sell homes and keeping a database of available homes for sale.
Collaborating with the Community Manager, Regional Sales Manager and/or Regional Manager to develop the community sales and marketing plans.
Participating in regional call campaigns and community events.
As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courteous, respect, and customer service to self-generate sales.
Experience & skills you need:
Strong customer service and sales skills with a proven history of success.
Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team.
Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals.
Ability to work in a fast paced and team-centered environment.
Ability to work weekends on a regular basis.
Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions.
Ability to problem solve and be detail oriented.
Understand and follow company established policies and procedures.
Enjoy collaborating, being a team player with a strong work ethic, accepting constructive feedback, and following directions from a manager.
Committed to self-development of sales, marketing, and technological advancements.
Enjoy self-generating sales through outreach and marketing initiatives.
Ability to use the Microsoft Office suite of products including Outlook and Excel.
You have a valid driver's license and a clean driving record. This is required.
Benefits:
Sales Specialist
Sarasota, FL jobs
What you'll do:
This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The Sales Associate would work out of our Winds of St. Armands South community, located in Sarasota, FL.
Your job will include:
Selling, processing, and closing homes in accordance with company business plans.
Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes.
Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites.
Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication.
Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics.
Monitoring and recording daily customer traffic utilizing company-designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow up.
Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities.
Creating sales agreements which may include calculation of sales tax and monthly payment plans as well as running credit checks.
Attending regular rally meetings to review sales and marketing strategies.
Meeting with residents and buyers to list and sell homes and keeping a database of available homes for sale.
Collaborating with the Community Manager, Regional Sales Manager and/or Regional Manager to develop the community sales and marketing plans.
Participating in regional call campaigns and community events.
As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courteous, respect, and customer service to self-generate sales.
Experience & skills you need:
Strong customer service and sales skills with a proven history of success.
Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team.
Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals.
Ability to work in a fast paced and team-centered environment.
Ability to work weekends on a regular basis.
Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions.
Ability to problem solve and be detail oriented.
Understand and follow company established policies and procedures.
Enjoy collaborating, being a team player with a strong work ethic, accepting constructive feedback, and following directions from a manager.
Committed to self-development of sales, marketing, and technological advancements.
Enjoy self-generating sales through outreach and marketing initiatives.
Ability to use the Microsoft Office suite of products including Outlook and Excel.
You have a valid driver's license and a clean driving record. This is required.
Benefits:
Sales Specialist
Orlando, FL jobs
What you'll do:
This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute upon creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The Sales Associate would work out of our Starlight Ranch Mobile Home, located in Orlando, FL.
Your job will include:
Selling, processing, and closing homes in accordance with company business plans.
Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes.
Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites.
Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication.
Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics.
Monitoring and recording daily customer traffic utilizing company designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow up.
Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities.
Creating sales agreements which may include calculation of sales tax and monthly payment plans as well as running credit checks.
Attending regular rally meetings to review sales and marketing strategies.
Meeting with residents and buyers to list and sell homes and keeping a database of available homes for sale.
Collaborating with the Community Manager, Regional Sales Manager and/or Regional Manager to develop the community sales and marketing plans.
Participating in regional call campaigns and community events.
As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courteous, respect, and customer service to self-generate sales.
Experience & skills you need:
Strong customer service and sales skills with a proven history of success.
Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team.
Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals.
Ability to work in a fast paced and team-centered environment.
Ability to work weekends on a regular basis.
Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions.
Ability to problem solve and be detail oriented.
Understand and follow company established policies and procedures.
Enjoy collaborating, being a team player with a strong work ethic, accepting constructive feedback, and following directions from a manager.
Committed to self-development of sales, marketing, and technological advancements.
Enjoy self-generating sales through outreach and marketing initiatives.
Ability to use the Microsoft Office suite of products including Outlook and Excel.
You have a valid driver's license and a clean driving record. This is required.
Benefits:
Sales Specialist
Florida jobs
What you'll do:
This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute upon creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The Sales Associate would work out of our Coquina Crossing community located in Elkton, FL.
Your job will include:
Selling, processing, and closing homes in accordance with company business plans.
Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes.
Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites.
Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication.
Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics.
Monitoring and recording daily customer traffic utilizing company designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow up.
Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities.
Creating sales agreements which may include calculation of sales tax and monthly payment plans as well as running credit checks.
Attending regular rally meetings to review sales and marketing strategies.
Meeting with residents and buyers to list and sell homes and keeping a database of available homes for sale.
Collaborating with the Community Manager, Regional Sales Manager and/or Regional Manager to develop the community sales and marketing plans.
Participating in regional call campaigns and community events.
As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courteous, respect, and customer service to self-generate sales.
Experience & skills you need:
Strong customer service and sales skills with a proven history of success.
Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team.
Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals.
Ability to work in a fast paced and team-centered environment.
Ability to work weekends on a regular basis.
Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions.
Ability to problem solve and be detail oriented.
Understand and follow company established policies and procedures.
Enjoy collaborating, being a team player with a strong work ethic, accepting constructive feedback, and following directions from a manager.
Committed to self-development of sales, marketing, and technological advancements.
Enjoy self-generating sales through outreach and marketing initiatives.
Ability to use the Microsoft Office suite of products including Outlook and Excel.
You have a valid driver's license and a clean driving record. This is required.
Sales Specialist
New Port Richey, FL jobs
What you'll do:
This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The role would be working out of our community, Harborview Mobile Manor located in New Port Richey, FL.
Your job will include:
Selling, processing, and closing homes in accordance with company business plans.
Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes.
Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites.
Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication.
Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics.
Monitoring and recording daily customer traffic utilizing company designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow up.
Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities.
Creating sales agreements which may include calculation of sales tax and monthly payment plans as well as running credit checks.
Attending regular rally meetings to review sales and marketing strategies.
Meeting with residents and buyers to list and sell homes and keeping a database of available homes for sale.
Collaborating with the Community Manager, Regional Sales Manager and/or Regional Manager to develop the community sales and marketing plans.
Participating in regional call campaigns and community events.
As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courteous, respect, and customer service to self-generate sales.
Experience & skills you need:
Strong customer service and sales skills with a proven history of success.
Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team.
Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals.
Ability to work in a fast paced and team-centered environment.
Ability to work weekends on a regular basis.
Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions.
Ability to problem solve and be detail-oriented.
Understand and follow company established policies and procedures.
Enjoy collaborating as a team player with a strong work ethic, accepting constructive feedback, and following directions from managers.
Committed to self-development of sales, marketing, and technological advancements.
Enjoy self-generating sales through outreach and marketing initiatives.
Ability to use the Microsoft Office suite of products including Outlook and Excel.
You have a valid driver's license and a clean driving record. This is required.
Sales Specialist
Apache Junction, AZ jobs
What you'll do:
This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The role would be working out of our community, Dolce Vita, located in Apache Junction, AZ.
Selling, processing, and closing homes in accordance with company business plans.
Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes.
Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites.
Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication.
Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics.
Monitoring and recording daily customer traffic utilizing company-designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow-up.
Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities.
Creating sales agreements, which may include the calculation of sales tax and monthly payment plans as well as running credit checks.
Attending regular rally meetings to review sales and marketing strategies.
Meeting with residents and buyers to list and sell homes, and keeping a database of available homes for sale.
Collaborating with the Community Manager, Regional Sales Manager, and/or Regional Manager to develop the community sales and marketing plans.
Participating in regional call campaigns and community events.
As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courtesy, respect, and customer service to self-generate sales.
Experience & skills you need:
Strong customer service and sales skills with a proven history of success.
Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team.
Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals.
Ability to work in a fast-paced and team-centered environment.
Ability to work weekends regularly.
Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions.
Ability to problem solve and be detail-oriented.
Understand and follow company company-established policies and procedures.
Enjoy collaborating as a team player with a strong work ethic, accepting constructive feedback, and following directions from managers.
Committed to self-development of sales, marketing, and technological advancements.
Enjoy self-generating sales through outreach and marketing initiatives.
Ability to use the Microsoft Office suite of products, including Outlook and Excel.
You have a valid driver's license and a clean driving record. This is required.
Sales Specialist
Apple Valley, MN jobs
What you'll do:
This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The role would be working out of our community, Cedar Knolls, located in Apple Valley, MN.
Your job will include:
Selling, processing, and closing homes in accordance with company business plans.
Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes.
Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites.
Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication.
Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics.
Monitoring and recording daily customer traffic utilizing company-designated tracking tools and sending “Thank You” notes to all potential customers, along with continued follow-up.
Accomplishing required administrative tasks accurately, expertly, and promptly, while handling priorities.
Creating sales agreements, which may include the calculation of sales tax and monthly payment plans, as well as running credit checks.
Attending regular rally meetings to review sales and marketing strategies.
Meeting with residents and buyers to list and sell homes, and keeping a database of available homes for sale.
Collaborating with the Community Manager, Regional Sales Manager, and/or Regional Manager to develop the community sales and marketing plans.
Participating in regional call campaigns and community events.
As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courtesy, respect, and customer service to self-generate sales.
Experience & skills you need:
Strong customer service and sales skills with a proven history of success.
Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team.
Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals.
Ability to work in a fast-paced and team-centered environment.
Ability to work weekends regularly.
Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions.
Ability to problem solve and be detail-oriented.
Understand and follow company company-established policies and procedures.
Enjoy collaborating as a team player with a strong work ethic, accepting constructive feedback, and following directions from managers.
Committed to self-development of sales, marketing, and technological advancements.
Enjoy self-generating sales through outreach and marketing initiatives.
Ability to use the Microsoft Office suite of products, including Outlook and Excel.
You have a valid driver's license and a clean driving record. This is required.
Sales Specialist
Monee, IL jobs
What you'll do:
This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The role would be working out of our community, Golf Vista Estates located in Monee, IL.
Selling, processing, and closing homes in accordance with company business plans.
Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes.
Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites.
Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication.
Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics.
Monitoring and recording daily customer traffic utilizing company-designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow-up.
Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities.
Creating sales agreements, which may include the calculation of sales tax and monthly payment plans as well as running credit checks.
Attending regular rally meetings to review sales and marketing strategies.
Meeting with residents and buyers to list and sell homes, and keeping a database of available homes for sale.
Collaborating with the Community Manager, Regional Sales Manager, and/or Regional Manager to develop the community sales and marketing plans.
Participating in regional call campaigns and community events.
As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courtesy, respect, and customer service to self-generate sales.
Experience & skills you need:
Strong customer service and sales skills with a proven history of success.
Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team.
Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals.
Ability to work in a fast-paced and team-centered environment.
Ability to work weekends regularly.
Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions.
Ability to problem solve and be detail-oriented.
Understand and follow company company-established policies and procedures.
Enjoy collaborating as a team player with a strong work ethic, accepting constructive feedback, and following directions from managers.
Committed to self-development of sales, marketing, and technological advancements.
Enjoy self-generating sales through outreach and marketing initiatives.
Ability to use the Microsoft Office suite of products, including Outlook and Excel.
You have a valid driver's license and a clean driving record. This is required.
Commercial Lending Specialist - Malvern or Wyomissing, PA
Malvern, PA jobs
A great banking experience begins with a great team! Mid Penn Bank is actively seeking a Commercial Lending Specialist in Malvern or Wyomissing, PA.
is 100% onsite and can be located in Malvern or Wyomissing, PA
We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities
Position Overview
The Commercial Lending Specialist is responsible for performing a variety of administrative and clerical duties to support the commercial lending function.
Essential Duties and Responsibilities
Prepares line of credit advances; processes construction draws, acquisition development draws, and construction credit lines as needed.
Meets with customers on behalf of Commercial Loan Officers to sign documents and distribute proceeds when requested.
Creates and organizes commercial loan files; checks files for accuracy; reviews checklist for all documents needed, assists in opening accounts as needed; works with lending officer to complete and distribute loan action memorandums (LAM).
Processes title insurance policies.
Prepares memos, various reports and letters, and performs other administrative duties for the Commercial Loan Officers as assigned.
Provides training to other department personnel as required.
Responds to inquiries relating to his/her particular area, or to requests from customers, other company personnel, etc., within given time frames and within established policy.
Actively seeks and engages in learning and development opportunities to ensure peak performance.
Works with loan officers to resolve post-closing issues, provide customer service, etc.
Resolves customer issues and problems; provides assistance to employees with customer loan questions.
Provides backup for other areas of the department as needed.
Works with lending officer to remove loan exceptions.
Orders supplies for the department as needed.
Maintains log of exceptions; makes follow-up calls to settlement and insurance agents; prepares memos to loan officers regarding exceptions.
Coordinates specific work tasks with other personnel within the department as well as with other departments in order to ensure the smooth and efficient flow of information.
Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate company personnel.
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment, which is free of harassment and other forms of illegal discriminatory behavior in the workplace.
Performs tasks, which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
Regular and predictable attendance is required.
Education & Qualifications
A high school diploma or equivalent; Associate degree in related field preferred.
A minimum of one (1) year's related experience normally required.
Three (3) to five (5) years' financial services experience preferred.
Skill(s)
Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; moderate computer skills, including working knowledge of Windows, Microsoft Word, Excel, and email; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less; visual, auditory and speaking skills.
Equipment/Machines
Telephone
Calculator
PC (financial services related software systems)
Printer
Fax machine
Copy machine
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
Auto-ApplyCommercial Lending Portfolio Specialist - Branchburg, New Jersey
Branchburg, NJ jobs
Financial Resources FCU has been designated one of the Best Places to Work in NJ since 2022! At FRFCU, we are "putting people first" and that starts with our employees! Come see why our team members have voted us for Best Places to Work in NJ for 4 consecutive years!
Financial Resources is a not-for-profit federal credit union with locations in Somerset, Hunterdon, Middlesex, Hudson and Union Counties. With a history of serving our members for more than 100 years, we have grown to more than $650 million in assets serving more than 29,000 members with 6 public access branches and a team of 100 employees. We are available Nationwide!
Financial Resources Federal Credit Union (FRFCU) is looking for Commercial Portfolio Specialist to join our Commercial Lending Team! THIS POSITION IS LOCATED ON SITE IN BRANCHBURG, NJ.
The Commercial Portfolio Specialist will administer the Commercial & SBA loan portfolio. The employee will perform loan reviews on the existing portfolio to reaffirm risk ratings, and upgrade / downgrade when applicable to ensure borrowers are in compliance with covenants. In addition, the employee will be required to contact borrowers to schedule site visits, hold customer meetings and work with the department manager to resolve customer issues.
We are looking for someone who exemplifies the following traits:
Caring
Initiative
Ethics
Job Knowledge
Self-Development
Teamwork
Results Driven
Organizational skills
Analytical Thinking
Communication
Some of your essential duties will include, but are not limited to:
Client servicing
On-going asset and client management. Follow up with borrower to obtain updated financial information including business / personal tax returns and personal financial statements to complete annual reviews, renewals and any necessary memos; required to conduct overall analysis of the credit condition of the borrower.
Maintain and administer assigned Commercial and SBA portfolio with respect to the preparation of loan reports, servicing actions, amendments and requests from within the portfolio.
Maintain and update insurance policy including flood, hazard and life insurance within the portfolio.
Process UCC continuations with the state and county.
Track real estate tax payments on a quarterly basis.
Adherence to Lending Policy in regards to MBL / SBA loans, practices and regulatory policies to assist in compliance requests.
Ensure compliance with SBA requirements and knowledge of SBA SOP.
Reporting
Prepare weekly trial balance reports, as well as monthly insurance and UCC continuation ticklers.
Other Duties
Keep informed of industry changes, trends and best practices.
Develop and maintain relationships with existing members to cross-sell other Credit Union products and services
Assist with SBA repurchase packages.
Other projects and duties as assigned by management
What we offer to our team members:
Work Life Balance Programs that includes a 4 Day Work Week and Hybrid work environment after satisfactory completion of your training period
A competitive salary
Generous paid time off
Health, dental and vision plans for employees and their families
Health Savings and Flex Spending Accounts
Paid Parental Leave Programs
Short and Long-Term Disability Programs
Company provided life insurance and low-cost supplemental insurance plans
401K with 100% employer match, up to 6%, after one year and potential for additional profit-sharing contributions
Paid volunteer days
Opportunities for career advancement with continuous learning and development
Tuition reimbursement
We ask that you have:
Bachelor's Degree in a relevant area of study or, equivalent work experience
Five years' experience in a financial institution; including five years' experience in commercial lending. Formal bank credit training or comparable program required.
Requires professional, well-developed interpersonal skills necessary for communicating with members, vendors, and peers.
Ability to work independently and as a team member.
Familiarity with Loan Vantage loan origination system (preferred, but not required).
Experience using E-Tran (preferred but not required).
Excellent Multitasking skills with a strong attention to detail.
Computer literacy with advanced Microsoft Word and Excel programs.
Travel to client's sites is required in lieu, and/or, in coordination with, the department head or loan officer.
If you want to work in a friendly environment and with an organization that is looking to expand its footprint, please consider applying for this opportunity.
Auto-ApplyCommercial Lending Portfolio Specialist - Branchburg, New Jersey
Somerville, NJ jobs
Job Description
Financial Resources FCU has been designated one of the Best Places to Work in NJ since 2022! At FRFCU, we are "putting people first" and that starts with our employees! Come see why our team members have voted us for Best Places to Work in NJ for 4 consecutive years!
Financial Resources is a not-for-profit federal credit union with locations in Somerset, Hunterdon, Middlesex, Hudson and Union Counties. With a history of serving our members for more than 100 years, we have grown to more than $650 million in assets serving more than 29,000 members with 6 public access branches and a team of 100 employees. We are available Nationwide!
Financial Resources Federal Credit Union (FRFCU) is looking for Commercial Portfolio Specialist to join our Commercial Lending Team! THIS POSITION IS LOCATED ON SITE IN BRANCHBURG, NJ.
The Commercial Portfolio Specialist will administer the Commercial & SBA loan portfolio. The employee will perform loan reviews on the existing portfolio to reaffirm risk ratings, and upgrade / downgrade when applicable to ensure borrowers are in compliance with covenants. In addition, the employee will be required to contact borrowers to schedule site visits, hold customer meetings and work with the department manager to resolve customer issues.
We are looking for someone who exemplifies the following traits:
Caring
Initiative
Ethics
Job Knowledge
Self-Development
Teamwork
Results Driven
Organizational skills
Analytical Thinking
Communication
Some of your essential duties will include, but are not limited to:
Client servicing
On-going asset and client management. Follow up with borrower to obtain updated financial information including business / personal tax returns and personal financial statements to complete annual reviews, renewals and any necessary memos; required to conduct overall analysis of the credit condition of the borrower.
Maintain and administer assigned Commercial and SBA portfolio with respect to the preparation of loan reports, servicing actions, amendments and requests from within the portfolio.
Maintain and update insurance policy including flood, hazard and life insurance within the portfolio.
Process UCC continuations with the state and county.
Track real estate tax payments on a quarterly basis.
Adherence to Lending Policy in regards to MBL / SBA loans, practices and regulatory policies to assist in compliance requests.
Ensure compliance with SBA requirements and knowledge of SBA SOP.
Reporting
Prepare weekly trial balance reports, as well as monthly insurance and UCC continuation ticklers.
Other Duties
Keep informed of industry changes, trends and best practices.
Develop and maintain relationships with existing members to cross-sell other Credit Union products and services
Assist with SBA repurchase packages.
Other projects and duties as assigned by management
What we offer to our team members:
Work Life Balance Programs that includes a 4 Day Work Week and Hybrid work environment after satisfactory completion of your training period
A competitive salary
Generous paid time off
Health, dental and vision plans for employees and their families
Health Savings and Flex Spending Accounts
Paid Parental Leave Programs
Short and Long-Term Disability Programs
Company provided life insurance and low-cost supplemental insurance plans
401K with 100% employer match, up to 6%, after one year and potential for additional profit-sharing contributions
Paid volunteer days
Opportunities for career advancement with continuous learning and development
Tuition reimbursement
We ask that you have:
Bachelor's Degree in a relevant area of study or, equivalent work experience
Five years' experience in a financial institution; including five years' experience in commercial lending. Formal bank credit training or comparable program required.
Requires professional, well-developed interpersonal skills necessary for communicating with members, vendors, and peers.
Ability to work independently and as a team member.
Familiarity with Loan Vantage loan origination system (preferred, but not required).
Experience using E-Tran (preferred but not required).
Excellent Multitasking skills with a strong attention to detail.
Computer literacy with advanced Microsoft Word and Excel programs.
Travel to client's sites is required in lieu, and/or, in coordination with, the department head or loan officer.
If you want to work in a friendly environment and with an organization that is looking to expand its footprint, please consider applying for this opportunity.
Lending Strategies Specialist, Commercial Banking
Rosemont, IL jobs
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive pay and annual discretionary bonus eligible
Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
Family-friendly work hours
Promote from within culture
The Lending Strategies Specialist is responsible for managing defined projects within the lending departments, with a focus on user and access management related to specific vendors including Experian, DocuSign, CSC, and Core Logic (Cotality).
What You'll Do
User and access management
Manage user access and permissions for lending related systems, and vendor platforms in compliance with company policies and regulatory requirements
Provide support to ensure compliance with defined access management protocols
Vendor management
Coordinate with vendors including Experian, DocuSign, CSC, Core Logic
Assist with troubleshooting any ongoing issues with vendors, integrations, etc.
Special projects
Participate in defined projects within Lending Strategies department ensuring timely completion, and assist towards meeting project objectives
Qualifications
Associate's degree in a relevant field
1 - 3 years' client services experience
Excellent verbal and written communication skills
Must be detail focused and well organized along with the ability to analyze and troubleshoot network issues
Strong interpersonal and customer relation skills required for working with clients and department personnel
Working knowledge of Microsoft Office applications (specifically MS Excel) and ability to pick up on new systems quickly
Experience with vendors including Experian, DocuSign, CSC, Core Logic (Cotality), nCino, and Salesforce a plus
Benefits
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
Compensation
The estimated salary range for this role is $42,000-$55,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience.
#LI-AC1
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
Auto-ApplyCommercial Portfolio Specialist
East Lansing, MI jobs
Responsible for providing clerical support for loan and other business services activities. Prepares and files a variety of documents. Monitors, updates, and services business accounts. Opens mail and performs miscellaneous clerical functions as needed. Provides high quality and professional service to members, and acts in support of the Business Services Specialist Team. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective performance of assigned clerical, secretarial, and account processing functions; a. Monitors, maintains and services business accounts, and serves as primary point of contact for borrowers post close b. Monitors and compiles adequate supplies of business service offerings for branches. Orders checks for businesses. c. Assist with the collection of data for annual loan reviews d. Tracks and ensures appropriate business account opening information is received from branches in a timely manner. e. Orders checks for businesses, processes payment history requests, payoff letter requests, lien releases and business member / department mailing needs f. Processes invoices and GL reimbursements g. Scan, organize and file various forms of documentation h. Assists and compiles information related to members research requests i. Maintains, organizes, updates and prepares files for internal audit business files. j. Prepares appropriate vendor reviews k. Monitors negative accounts and assists resolutions in business collections l. Processes business credit report requests, approves RDC requests m. Ensures mortgage recordings and final title policies are received n. Sends out adverse actions for loan denials 2. Assumes responsibility for establishing and maintaining effective business relations with members; a. Assists with questions and problems courteously and promptly. b. Obtains and conveys information as needed. c. Maintains the Credit Union's professional reputation. 3. Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with Credit Union personnel and with management; a. Attends and participates in meetings as required. b. Assists, supports, and replaces Business Services personnel as needed. c. Develop and maintain strong working relationsip with all branch staff to assist with any needs d. Keeps management informed of area activities and of any significant problems. 4. Assumes responsibility for related duties as required or assigned; a. Completes special projects as assigned. b. Ensures that work area is clean, secure, and well maintained. QUALIFICATIONS EDUCATION/CERTIFICATION: High school graduate or equivalent. REQUIRED KNOWLEDGE: Basic knowledge of business account services and procedures, helpful not Familiarity with business loan programs and service requirements. Familiarity with general loan documentation helpful. EXPERIENCE REQUIRED: Prior experience helpful, particularly in a financial environment. SKILLS/ABILITIES: Accurate and attentive to detail. Project management skills and well organized. Strong typing abilities. Ability to assist, direct and coordinate others. Able to use computer, adding machine, copy machine, and basic business equipment. Maintains high degree of confidentiality. Good interpersonal and public relations skills. Solid analytical, creative, and problem-solving abilities. Able to work well independently. Use of Excel, Word and Adobe acrobat
Commercial Lending Specialist
Roanoke, VA jobs
Role:
Provide support to the assigned Commercial Lenders and other personnel who have loan portfolios.
Essential Functions & Responsibilities:
25% Coordinates the closing process between the Borrower, Loan Operations, and Settlement Agent by completing closing checklist to order loan documents. Reviews title binder, Settlement Statement, and loan documents to ensure that they are accurate, complete, and that they match all approval conditions. Prepares appropriate loan disbursement requests for loan closings. Prepares signed loan packages to be sent in to be booked to core system. Completes clerical tasks such as filing, photocopying, and scanning as necessary.
25% Clears or assists in clearing all Financial Exceptions, Insurance Exceptions, and Loan Documentation Exceptions after closing and on an annual basis as necessary in order to maintain or achieve an acceptable percentage of the loan portfolio. Tracks progress on Exception Tracking Reports. Monitor and make initial contact for any past due payments, future loan maturities, and line renewals.
20% Work with appropriate departments to resolve Member service breaks, answer questions on existing loans/potential loans, and support retail activities by recognizing referral opportunities to other Partners. Provide courteous, responsive, and informed assistance to members in person, by email, and by phone.
15% Obtains information from third parties related to the commercial loan process including ordering appraisals, environmental reports, credit reports, title commitments, flood certifications, draw requests, UCC searches, reviewing all loan documents prior to closing to ensure all approval conditions and requirements are accurate and complete. Help ensure that all regulatory and bank policies are followed on all applications, modifications, and renewals.
10% Coordinates with Loan Officers to obtain information from Borrowers related to the commercial loan process including loan applications, gathering financial information, and opening share and other deposit accounts. Maintain knowledge of business lending products, rates, and terms both within the credit union and in the market.
5% Performs other duties as assigned.
Performance Measurements:
1. Must comply with government and other regulations affecting the credit union industry including, but not limited to, OFAC and the Bank Secrecy Act. Meets or exceeds performance expectations as described in Essential Functions and Responsibilities. Please refer to Annual Performance Goal document for remaining Performance Measurements.
Knowledge and Skills:
Experience: One year to three years of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Other Skills: Skill and ability to use and operate a keyboard (typewriter), computer, calculator, fax machine, copier and telephone. Skill and ability to read and understand financial statements, contracts, applications, computer printouts, manuals and other related materials. Must have the skill and ability to use Microsoft Word and Excel. Candidate must be detailed oriented.
Physical Requirements: 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, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Work Environment: Work is performed indoors in an office environment with normal potential for exposure to safety and health hazards. May periodically travel to other, similar sites. The noise level in the work environment is usually moderate.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Auto-ApplyCommercial Lending Specialist
Roanoke, VA jobs
Role:
Provide support to the assigned Commercial Lenders and other personnel who have loan portfolios.
Essential Functions & Responsibilities:
25% Coordinates the closing process between the Borrower, Loan Operations, and Settlement Agent by completing closing checklist to order loan documents. Reviews title binder, Settlement Statement, and loan documents to ensure that they are accurate, complete, and that they match all approval conditions. Prepares appropriate loan disbursement requests for loan closings. Prepares signed loan packages to be sent in to be booked to core system. Completes clerical tasks such as filing, photocopying, and scanning as necessary.
25% Clears or assists in clearing all Financial Exceptions, Insurance Exceptions, and Loan Documentation Exceptions after closing and on an annual basis as necessary in order to maintain or achieve an acceptable percentage of the loan portfolio. Tracks progress on Exception Tracking Reports. Monitor and make initial contact for any past due payments, future loan maturities, and line renewals.
20% Work with appropriate departments to resolve Member service breaks, answer questions on existing loans/potential loans, and support retail activities by recognizing referral opportunities to other Partners. Provide courteous, responsive, and informed assistance to members in person, by email, and by phone.
15% Obtains information from third parties related to the commercial loan process including ordering appraisals, environmental reports, credit reports, title commitments, flood certifications, draw requests, UCC searches, reviewing all loan documents prior to closing to ensure all approval conditions and requirements are accurate and complete. Help ensure that all regulatory and bank policies are followed on all applications, modifications, and renewals.
10% Coordinates with Loan Officers to obtain information from Borrowers related to the commercial loan process including loan applications, gathering financial information, and opening share and other deposit accounts. Maintain knowledge of business lending products, rates, and terms both within the credit union and in the market.
5% Performs other duties as assigned.
Performance Measurements:
1. Must comply with government and other regulations affecting the credit union industry including, but not limited to, OFAC and the Bank Secrecy Act. Meets or exceeds performance expectations as described in Essential Functions and Responsibilities. Please refer to Annual Performance Goal document for remaining Performance Measurements.
Knowledge and Skills:
Experience: One year to three years of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Other Skills: Skill and ability to use and operate a keyboard (typewriter), computer, calculator, fax machine, copier and telephone. Skill and ability to read and understand financial statements, contracts, applications, computer printouts, manuals and other related materials. Must have the skill and ability to use Microsoft Word and Excel. Candidate must be detailed oriented.
Physical Requirements: 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, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Work Environment: Work is performed indoors in an office environment with normal potential for exposure to safety and health hazards. May periodically travel to other, similar sites. The noise level in the work environment is usually moderate.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Auto-ApplyCommercial Closing Specialist
Lake Elmo, MN jobs
Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
We are currently seeking a Commercial Closing Specialist that works with the Relationship Managers (RM) in the Commercial lines of business to provide loan processing support and coordinate all new money and renewal requests. Listed below you will find a few characteristics the position requires:
Must become proficient in the commercial online application system (CML) loan structuring guidelines, collateral requirements, due diligence items and banking processes is preferred, but not required.
Provides an appropriate review of entity documents, appraisals, title insurance, UCC Searches and other required supporting documentation to ensure proper signor authorities and lien position.
Must communicate effectively with other members of the Loan Fulfillment team, RMs, Banking Specialists, Credit Underwriters, in-house Legal Counsel, and Loan Operations to resolve any issues or questions.
Requires a high level of decision-making capabilities and exception processing capability.
Commercial Closing Specialist roles may vary - this position may be filled at a different level, including Senior, depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to:
Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry)
Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients
Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry)
Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures
Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center
Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated
Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial
Salary Range
The salary range for this position is $18.25 /Hr. - $29.75/Hr. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Key Accountabilities
Loan Processing:
Reviews and inputs loan submissions from RMs in CML including ownership, loan structure and compliance needs; responsible for complete and accurate data entry in CML.
Communicates with the RM to gather additional information necessary to deem the application as complete and ready for underwriting.
Completes loan pre-closing tasks including ordering appraisals, environment reports, and title/UCC searches; performs a detailed and thorough review of entity documents, title insurance, UCC searches, flood determinations, and other supporting documentation.
Collaborates with RM to ensure all conditions precedent to closing required by credit are met.
Reviews existing loan documents for accuracy and compliance with loan guidelines.
Finalizes post-approval in CML
Communicates with underwriting, Line of Business Executives and Credit Administration to address policy exceptions
Preparation of Loan Documents:
Utilizes Loan Guidelines and commercial procedures to ensure documents are prepared in accordance with approval document.
Utilizes special loan software to produce accurate and complete loan documents.
Prepares template documents outside of loan software (i.e. Rate Modifications & Due Date Changes)
Service:
Ability to prioritize large pipelines to ensure adherence to service level expectations.
Exhibits flexibility in response to the changing banking environment.
Ability to work in a fast-paced environment.
Provides options and solutions when issues arise.
Skills and Qualifications
Associate or bachelor's degree preferred but not required.
Knowledge of loan documents and experience with loan processing
Knowledge of ONB loan policy and Commercial Guidelines preferred but not required.
Highly organized with a strong attention to detail.
Strong analytical and problem resolution skills.
Excellent verbal and written communication skills.
Must have experience working in a fast-paced office environment with service level expectations.
Must be able to meet deadlines
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
Auto-ApplyCommercial Closing Specialist
Kasson, MN jobs
Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
We are currently seeking a Commercial Closing Specialist that works with the Relationship Managers (RM) in the Commercial lines of business to provide loan processing support and coordinate all new money and renewal requests. Listed below you will find a few characteristics the position requires:
Must become proficient in the commercial online application system (CML) loan structuring guidelines, collateral requirements, due diligence items and banking processes is preferred, but not required.
Provides an appropriate review of entity documents, appraisals, title insurance, UCC Searches and other required supporting documentation to ensure proper signor authorities and lien position.
Must communicate effectively with other members of the Loan Fulfillment team, RMs, Banking Specialists, Credit Underwriters, in-house Legal Counsel, and Loan Operations to resolve any issues or questions.
Requires a high level of decision-making capabilities and exception processing capability.
Commercial Closing Specialist roles may vary - this position may be filled at a different level, including Senior, depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to:
Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry)
Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients
Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry)
Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures
Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center
Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated
Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial
Salary Range
The salary range for this position is $18.25 /Hr. - $29.75/Hr. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Key Accountabilities
Loan Processing:
Reviews and inputs loan submissions from RMs in CML including ownership, loan structure and compliance needs; responsible for complete and accurate data entry in CML.
Communicates with the RM to gather additional information necessary to deem the application as complete and ready for underwriting.
Completes loan pre-closing tasks including ordering appraisals, environment reports, and title/UCC searches; performs a detailed and thorough review of entity documents, title insurance, UCC searches, flood determinations, and other supporting documentation.
Collaborates with RM to ensure all conditions precedent to closing required by credit are met.
Reviews existing loan documents for accuracy and compliance with loan guidelines.
Finalizes post-approval in CML
Communicates with underwriting, Line of Business Executives and Credit Administration to address policy exceptions
Preparation of Loan Documents:
Utilizes Loan Guidelines and commercial procedures to ensure documents are prepared in accordance with approval document.
Utilizes special loan software to produce accurate and complete loan documents.
Prepares template documents outside of loan software (i.e. Rate Modifications & Due Date Changes)
Service:
Ability to prioritize large pipelines to ensure adherence to service level expectations.
Exhibits flexibility in response to the changing banking environment.
Ability to work in a fast-paced environment.
Provides options and solutions when issues arise.
Skills and Qualifications
Associate or bachelor's degree preferred but not required.
Knowledge of loan documents and experience with loan processing
Knowledge of ONB loan policy and Commercial Guidelines preferred but not required.
Highly organized with a strong attention to detail.
Strong analytical and problem resolution skills.
Excellent verbal and written communication skills.
Must have experience working in a fast-paced office environment with service level expectations.
Must be able to meet deadlines
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
Auto-ApplyCommercial Closing Specialist
Kasson, MN jobs
Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
We are currently seeking a Commercial Closing Specialist that works with the Relationship Managers (RM) in the Commercial lines of business to provide loan processing support and coordinate all new money and renewal requests. Listed below you will find a few characteristics the position requires:
* Must become proficient in the commercial online application system (CML) loan structuring guidelines, collateral requirements, due diligence items and banking processes is preferred, but not required.
* Provides an appropriate review of entity documents, appraisals, title insurance, UCC Searches and other required supporting documentation to ensure proper signor authorities and lien position.
* Must communicate effectively with other members of the Loan Fulfillment team, RMs, Banking Specialists, Credit Underwriters, in-house Legal Counsel, and Loan Operations to resolve any issues or questions.
* Requires a high level of decision-making capabilities and exception processing capability.
Salary Range
The salary range for this position is $18.25 /Hr. - $29.75/Hr. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Key Accountabilities
Loan Processing:
* Reviews and inputs loan submissions from RMs in CML including ownership, loan structure and compliance needs; responsible for complete and accurate data entry in CML.
* Communicates with the RM to gather additional information necessary to deem the application as complete and ready for underwriting.
* Completes loan pre-closing tasks including ordering appraisals, environment reports, and title/UCC searches; performs a detailed and thorough review of entity documents, title insurance, UCC searches, flood determinations, and other supporting documentation.
* Collaborates with RM to ensure all conditions precedent to closing required by credit are met.
* Reviews existing loan documents for accuracy and compliance with loan guidelines.
* Finalizes post-approval in CML
* Communicates with underwriting, Line of Business Executives and Credit Administration to address policy exceptions
Preparation of Loan Documents:
* Utilizes Loan Guidelines and commercial procedures to ensure documents are prepared in accordance with approval document.
* Utilizes special loan software to produce accurate and complete loan documents.
* Prepares template documents outside of loan software (i.e. Rate Modifications & Due Date Changes)
Service:
* Ability to prioritize large pipelines to ensure adherence to service level expectations.
* Exhibits flexibility in response to the changing banking environment.
* Ability to work in a fast-paced environment.
* Provides options and solutions when issues arise.
Skills and Qualifications
* Associate or bachelor's degree preferred but not required.
* Knowledge of loan documents and experience with loan processing
* Knowledge of ONB loan policy and Commercial Guidelines preferred but not required.
* Highly organized with a strong attention to detail.
* Strong analytical and problem resolution skills.
* Excellent verbal and written communication skills.
* Must have experience working in a fast-paced office environment with service level expectations.
* Must be able to meet deadlines
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
Auto-Apply