Operations Specialist jobs at Trustmark - 2656 jobs

Sr Animal Ag Lending Specialist-Swine
Compeer Financial 4.1
Worthington, MN jobs
Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit************************ Where you will work: This position offers a hybrid work option up to 50% remote and and is based out of the Mankato, MN; Worthington, MN office locations. The contributions you will make: This positionis responsible fordevelopingand growingnew businessthrough counseling andservicing ofexisting clients while pursuing new loan sales development opportunities with prospective clients. Buildsstrongclient relationshipsand provides innovative and workable alternatives to solve problems that clientsface in ongoing agricultural operations. A typical day: Markets credit and related services to middle market commercial accounts. Seeks new loan business by developing relationships with existing clients, searching for new clients and meeting with prospective clients to gain their business. Maintains prospect files and establishesongoing prospecting plans and activities. Assistsleadership in developinganddelivering Animal Agbusiness planobjectivesandmarketing programs that enable the organization to meet businessgoals. Participates in the development of new products/services and/or the development of product promotion campaigns in collaboration with the Compeer Marketing team, as needed. Representsthe organization forselectcommercial accounts. Providescreative solutionsand cross-sellsvalue-addedfinancialservicestoexisting clients. Maintainsand deliverstheappropriate systemsand structures to support a relationship selling culture. Deliverspublic relations, client education, and client relations programs to enhance client service levels. Continually develops solid relationships by bringing valued knowledge and experience to the client to help them manage their agricultural operations more effectively and efficiently. Provides guidance and expertise to Client Service Teams, within a team relationship model, in order to ensure a fully integrated team approach to sales and service. Works with client to gather and analyze their financial information. Processes new loan applications, renewal of existing operations for commercial real estate loans. Follows up with client to request financials to ensure up to date accurate information as needed. Discusses and collects required financial documentation with the client and quality of financials reported. Uses Compeer systems (Salesforce, SharePoint, etc.) and workflows to accurately enter, review and correct data that has been entered into the system for each loan file from application to closing. Remains up to date on current developments and trends in the marketplace, including competitive products, services, and technology. Develops and maintains assigned industry knowledge and expertise to be shared as needed and to facilitate more sound credit decisions. Serves as an internal resource for other team members needing technical, administrative or industry information and/or guidance. Attends education events, training events and professional meetings to advance professional and technical skills and keep current on required licenses. Maintains active involvement in various related professional groups. Makes frequent formal presentations to various local and regional agricultural groups. The skills and experience we prefer you have: Bachelor's degree in Business Administration, Ag Sales,Financeor a related agriculturalfield;or equivalent work experience. Minimumof5yearssales,creditor related industryexperience. Knowledge of federal and state (Illinois, Minnesota, and Wisconsin) laws, regulations and compliance requirements specific to the financial industry and Farm Credit. Knowledge of "value added" business and farming concepts. Knowledge of loan products and services, as well as credit operations. Effective interpersonal, communication, client service and team skills. Strong problem solving, decision making and organizational skills. Knowledge of farm production methods, farm products, and farm business management/finance. Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization. Strong, proven interpersonal communication, clientserviceand team skills. Knowledge of sales/marketing and client service principles are essential in area of expertise. Solid computer skills including MS Office applications (Word, Excel, Access, Outlook, etc.) and other related accounting and/or report writing software applications. Strong motivational, interpersonal, and communications skills in a team environment. Represents the organization in community/public situations where excellent public speaking, client service skills, and industry knowledge is needed. Valid driver's license. How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay$115,600-$175,600 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.
$115.6k-175.6k yearly 3d ago

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Loan Operations Associate III--Centralized Funding (Columbia, MD or Richmond, VAor Danville, VA) (Hybrid)
Atlantic Union Bank 4.3
Danville, VA jobs
This position requires an advanced understanding of loan products and in-depth loan industry experience, and the ability to handle complex maintenance and service activities. The Loan Operations Associate III supports our customers' loan servicing needs and contributes to the development and improvement of all processes, as well as to the objectives of the team and business. The incumbent directly faces internal and external customers and prioritizes delivery of excellent experience, using strong communication and diplomacy skills, while simultaneously managing a variety of standard loan servicing activities. Position Accountabilities Ability to work effectively with minimal supervision and be a team player Responds to inquiries relating to his or her particular area or to requests from customers and other Bank personnel within given time frames and within established policy Supports other teammates within the team Understanding assigned process and procedures as it relates to the job task Adhere to all applicable laws and regulations governing bank operations, including compliance with the Bank's BSA/AML Policy and Procedures Ensure excellent service is provided to our internal partners and customers Identifies and resolves issues within assigned function Performs all other job duties as assigned Provide high degree of professionalism and confidentiality in handling and having access to sensitive information. Takes accountability for entire process from receipt of work to resolution and closure. Provide recommendations on areas of opportunities Advanced understanding of loan documentation and the ability to apply complex legal concepts to system entries Perform advanced loan maintenance, code corrections and/or changes, reversals and reapplication of payments Perform manual interest accrual calculations Perform loan boarding of complex loans to core operating systems with accuracy Process complex loan modifications, conversions, and extensions Participate in the production year-end regulatory tax reporting and corrective reporting Comply with dual control standards as required Ensure daily production goals are met and maintain quality Participate on assigned projects Perform research with regard to complex loan and general ledger accounts Manage complex syndication, participation, Equipment Finance and SWAP transactions Perform complex manual system updates, form generation, and billing schedules Assist with SBA, Federal Reserve Bank, and FHLB pledging reporting activities Provide cross-training to department teammates, as needed Handle escalated customer requests Support the functions outlined in the Loan Operations Associate I and Loan Operations Associate II roles as needed Organizational Relationship This position reports to the Supervisor - Loan Operations Position Qualifications Education & Experience High School diploma or equivalent required. Minimum 3 years loan servicing experience or 5 years of operations or related experience REQUIRED Banking, accounting or finance experience required Knowledge & Skills Advanced experience with MS Office Suite High level of accuracy and great attention to detail Excellent customer service skills Excellent oral and written communication skills Detail oriented and quality focused Flexible, able to adapt to change Ability to prioritize tasks and meet deadlines Able to handle and prioritize multiple assignments Experience with loan operations processes Familiar with complex loan documents and concepts Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$70k-117k yearly est. 4d ago
Loan Operations Associate III--Centralized Funding (Columbia, MD or Richmond, VAor Danville, VA) (Hybrid)
Atlantic Union Bank 4.3
Richmond, VA jobs
This position requires an advanced understanding of loan products and in-depth loan industry experience, and the ability to handle complex maintenance and service activities. The Loan Operations Associate III supports our customers' loan servicing needs and contributes to the development and improvement of all processes, as well as to the objectives of the team and business. The incumbent directly faces internal and external customers and prioritizes delivery of excellent experience, using strong communication and diplomacy skills, while simultaneously managing a variety of standard loan servicing activities. Position Accountabilities Ability to work effectively with minimal supervision and be a team player Responds to inquiries relating to his or her particular area or to requests from customers and other Bank personnel within given time frames and within established policy Supports other teammates within the team Understanding assigned process and procedures as it relates to the job task Adhere to all applicable laws and regulations governing bank operations, including compliance with the Bank's BSA/AML Policy and Procedures Ensure excellent service is provided to our internal partners and customers Identifies and resolves issues within assigned function Performs all other job duties as assigned Provide high degree of professionalism and confidentiality in handling and having access to sensitive information. Takes accountability for entire process from receipt of work to resolution and closure. Provide recommendations on areas of opportunities Advanced understanding of loan documentation and the ability to apply complex legal concepts to system entries Perform advanced loan maintenance, code corrections and/or changes, reversals and reapplication of payments Perform manual interest accrual calculations Perform loan boarding of complex loans to core operating systems with accuracy Process complex loan modifications, conversions, and extensions Participate in the production year-end regulatory tax reporting and corrective reporting Comply with dual control standards as required Ensure daily production goals are met and maintain quality Participate on assigned projects Perform research with regard to complex loan and general ledger accounts Manage complex syndication, participation, Equipment Finance and SWAP transactions Perform complex manual system updates, form generation, and billing schedules Assist with SBA, Federal Reserve Bank, and FHLB pledging reporting activities Provide cross-training to department teammates, as needed Handle escalated customer requests Support the functions outlined in the Loan Operations Associate I and Loan Operations Associate II roles as needed Organizational Relationship This position reports to the Supervisor - Loan Operations Position Qualifications Education & Experience High School diploma or equivalent required. Minimum 3 years loan servicing experience or 5 years of operations or related experience REQUIRED Banking, accounting or finance experience required Knowledge & Skills Advanced experience with MS Office Suite High level of accuracy and great attention to detail Excellent customer service skills Excellent oral and written communication skills Detail oriented and quality focused Flexible, able to adapt to change Ability to prioritize tasks and meet deadlines Able to handle and prioritize multiple assignments Experience with loan operations processes Familiar with complex loan documents and concepts Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$74k-122k yearly est. 3d ago
Electronic Funds Transfer Services Specialist
Civista Bank 3.9
Sandusky, OH jobs
The position is set in a fast-paced, time-sensitive environment and requires good problem-solving skills, accuracy, and attention to detail. An ideal candidate would enjoy working in a positive, team-oriented workplace. Responsible for monitoring and processing all deposit related items as they relate to various system applications -1Source and Unity requests, wire transfer, ACH, and electronic funds transfer. Demonstrate Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Daily processing of incoming and outgoing domestic and international wires. Research and post incoming ACH return items, complete research and corrections related to customer ACH inquiries. Processes ACH deceased returns and reclamations. Daily reconciliation of various ACH internal and general ledger accounts Daily research and correcting transactional errors. All other duties as assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: Two years' experience in banking or financial services or other related experience. High School Diploma or equivalent, with office administrative skills or certification. Strong customer service and problem-solving skills and demonstrated ability to respond to inquiries with tact, diplomacy and patience. Exceptional organization, time management and follow-up skills. Excellent interpersonal skills and ability to communicate effectively with customers, bank employees and outside service providers. Ability to follow detailed instructions and a wide range of procedures requiring sound judgement. Must have proficient typing and computer skills, specifically Microsoft Word and Excel and the ability to navigate computer programs. Possess the ability and desire to be cross-trained in many different job duties within the department. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving files of up to 15 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PIf5da7f0b69c3-37***********4
$32k-46k yearly est. 3d ago
Loan Operations Associate III--Centralized Funding (Columbia, MD or Richmond, VAor Danville, VA) (Hybrid)
Atlantic Union Bank 4.3
Columbia, MD jobs
This position requires an advanced understanding of loan products and in-depth loan industry experience, and the ability to handle complex maintenance and service activities. The Loan Operations Associate III supports our customers' loan servicing needs and contributes to the development and improvement of all processes, as well as to the objectives of the team and business. The incumbent directly faces internal and external customers and prioritizes delivery of excellent experience, using strong communication and diplomacy skills, while simultaneously managing a variety of standard loan servicing activities. Position Accountabilities Ability to work effectively with minimal supervision and be a team player Responds to inquiries relating to his or her particular area or to requests from customers and other Bank personnel within given time frames and within established policy Supports other teammates within the team Understanding assigned process and procedures as it relates to the job task Adhere to all applicable laws and regulations governing bank operations, including compliance with the Bank's BSA/AML Policy and Procedures Ensure excellent service is provided to our internal partners and customers Identifies and resolves issues within assigned function Performs all other job duties as assigned Provide high degree of professionalism and confidentiality in handling and having access to sensitive information. Takes accountability for entire process from receipt of work to resolution and closure. Provide recommendations on areas of opportunities Advanced understanding of loan documentation and the ability to apply complex legal concepts to system entries Perform advanced loan maintenance, code corrections and/or changes, reversals and reapplication of payments Perform manual interest accrual calculations Perform loan boarding of complex loans to core operating systems with accuracy Process complex loan modifications, conversions, and extensions Participate in the production year-end regulatory tax reporting and corrective reporting Comply with dual control standards as required Ensure daily production goals are met and maintain quality Participate on assigned projects Perform research with regard to complex loan and general ledger accounts Manage complex syndication, participation, Equipment Finance and SWAP transactions Perform complex manual system updates, form generation, and billing schedules Assist with SBA, Federal Reserve Bank, and FHLB pledging reporting activities Provide cross-training to department teammates, as needed Handle escalated customer requests Support the functions outlined in the Loan Operations Associate I and Loan Operations Associate II roles as needed Organizational Relationship This position reports to the Supervisor - Loan Operations Position Qualifications Education & Experience High School diploma or equivalent required. Minimum 3 years loan servicing experience or 5 years of operations or related experience REQUIRED Banking, accounting or finance experience required Knowledge & Skills Advanced experience with MS Office Suite High level of accuracy and great attention to detail Excellent customer service skills Excellent oral and written communication skills Detail oriented and quality focused Flexible, able to adapt to change Ability to prioritize tasks and meet deadlines Able to handle and prioritize multiple assignments Experience with loan operations processes Familiar with complex loan documents and concepts Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$85k-138k yearly est. 3d ago
Back Office Operations Specialist
Rondout Savings Bank 3.6
Kingston, NY jobs
The Operations Specialist is responsible for providing the highest level of customer service and responsiveness to the financial needs of our customers. This position is responsible for various checking account related activities including answering customer questions via telephone and/or online banking, resolving problems, and assisting with the reconciliation of customer accounts. The Operations Specialist will complete research requests, returned mail processing, statement reconciliations, retention and shredding of branch work, wire operations, etc. This position requires cross training and proficiency in all operations tasks within the department. Additional responsibilities include, but are not limited to: Posting/returning any unposted items through NuPoint Image EIP. Making Image EIP, NSF & Chargeback cuts. Printing client NSF notices and Chargeback notices. Handling of incoming returned cash letter (IRCL) items on a daily basis including recordkeeping and client contact. Reviewing various daily reports as outlined in the Operations Task Groups. Downloading and recordkeeping of ACH Origination files. Processing Reg E fraud/dispute claims and upkeep of the EFT compliance log. Processing debit card limit increases and travel notifications. Responsible for research requests. Daily review of stop payment report and log. Responsible for checking the Savings Bond Redemption reports on a daily basis to ensure proper IRS tax reporting. Responding to client correspondence through Internet Banking. Assisting with SSA and Asset Verification reporting. Assisting with logging, securing, and destroying the branches daily scanned work. Assisting in wire operations, restraining notice operations, and remote deposit capture (RDC) operations. Preparing cash letters for foreign item collections. Researching for subpoenas utilizing NuPoint. Review of Positive Pay Accounts and processing items for return. Review, maintenance and closure of high-risk accounts (overdrawn 15, 30, 45, 60 days). Processing of mobile deposit capture items (MRDC). Processing entries through Transaction Manager for daily settlement entries and overdraft refund requests. Requirements Education and Certification Qualifications High school diploma or equivalent required Experience and Qualifications Customer service experience. Attention to detail and strong organizational skills. Excellent communication and interpersonal skills. Ability to work effectively in a team environment. Excellent math and cash handling abilities. Prior experience with NuPoint and Fedline Advantage is a plus. Physical Requirements Prolonged periods of time working on a computer Prolonged periods of time standing Ability to walk up and down stairs Must be able to lift up to 10-20 pounds at times Ability to work in both Kingston & Hyde Park branches As an Equal Opportunity/Affirmative Action Employer, Rondout Savings Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. Equal Employment Opportunity Policy Statement EEO Reasonable Accommodation Policy Know Your Rights: Workplace Discrimination is Illegal Pay Transparency Nondiscrimination Provision
$48k-67k yearly est. 3d ago
Accounting Operations Specialist | Full-Time
Avadian Credit Union 3.6
Hoover, AL jobs
Since Avadian Credit Union's inception in 1934, we have upheld the credit union philosophy of "people helping people." This reflects in every action, service, attitude and direction we take as a company. Our mission is to go out of our way every day to value you as a person, to make you feel delight and to improve your life. That goes for our members and our employees. It's what defines us, builds us and ultimately attracts talented and remarkable people to our team. It's not enough to just work somewhere every day. We believe in working somewhere you love and somewhere you can make a difference. It is our commitment to meet the needs of our members, and we couldn't do this without our dedicated employees. It is because of our great team that we are successful. As if working with a fun team of highly talented professionals isn't enough, we also offer competitive salaries and a comprehensive benefits program. We don't want to brag or anything, but it's pretty top notch. We are looking for detailed and analytical individual to fill the Accounting Operations Specialist opening. The Accounting Operations Specialist is responsible for supporting the accounting operations of the Credit Union through maintenance of accounting records, reports, and daily processing. Functions and Responsibilities: Assist with incoming and outgoing wires. Learn daily ACH and Share Draft functions to provide backup to team members when necessary. Stay up to date on rules and regulations related to all Accounting Operations functions. Daily balancing and general ledger entries for ATM+ machines. Complete research related to ACH, Share Drafts, ITC (checks deposited), and other operations areas as needed. Assist with processing SEG payroll. Complete and maintain various general ledger reconciliations. Complete daily and monthly general ledger entries. Complete special projects such as implementation, research, automation, etc. Perform other duties as assigned by supervisor. Requirements Basic Requirements: Must have accurate balancing and error detection. Must have the ability to perform multiple job functions in a very fast paced work environment. Experience: One to three years of related ACH processing and back office experience. Education: Preferred (1) A two year college degree or (2) Completion of a specialized course of study at a business or trade school or (3) Completion of a specialized and extensive in-house training or apprenticeship program. Please note - submitting a resume does not guarantee any future action by Avadian Credit Union. Avadian Credit Union is an Equal Opportunity Employer Apply Avadian Credit Union - Corporate Jobs View All Jobs
$35k-54k yearly est. 3d ago
Mortgage Operations Specialist
Minnwest Bank 4.1
Waseca, MN jobs
About Minnwest: Minnwest is a family owned, community bank based in Minnesota and South Dakota. We believe our success is measured by the extent in which we have a positive impact on the communities we serve. We are committed to building strong, vibrant communities through our core values: The customer is the first priority. We will keep all of the commitments we make. We are the people who get things done. We will work together as a team. Job Summary: As a member of the Mortgage team, Mortgage Operations Specialists have a critical role in providing a knock-out customer experience (KOCE) and ensuring that our customers are our first priority. Mortgage Ops Specialists are the critical support during peak cycles for our Intermediate Mortgage Specialists and Processors. Primary responsibilities include communicating with and ordering accurate documentation from third party vendors. Duties and Responsibilities (including but not limited to): Order flood certification and USPS address certification Prepare accurate initial disclosures and deliver to borrower(s) within 3 days of TRID application date Review pipeline daily to confirm all disclosures have been disclosed to meet TRID timing Validate eDisclosed, but no eSigned loans and send hard copy disclosures in compliance with regulations Determine type of appraisal to be ordered and order through Appraisal Firewall or ResidX Communicating accurate order information for title, order survey as needed Follow up on appraisal and title orders to ensure received in a timely manner Order insurance declaration pages with mortgage clause for subject properties and request REO insurance costs Order all written and verbal verifications of employment, mortgage, rent or deposit as needed for timely loan approval Minimum Requirements: High school diploma 1 year in real estate or banking related job Dependability, ability to organize and prioritize, and work independently Ability to communicate effectively in writing, in person and frequently over the phone Multi-task, problem-solve and research areas for required documentation with high attention to detail Proficient computer skills including Word and Excel experience Preferred Qualifications: Bachelor's degree Previous loan operations, loan processing or mortgage department experience Schedule: Monday - Friday: 8:00 a.m. - 5:00 p.m. Workplace Environment: Requires face-to-face interaction and coordination of work with other employees and departments, and in-person interaction. Working at a computer and utilizing a telephone Occasionally lifting up to 50lbs Pay Range: $18.40 - $22.05 hourly The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. The salary range represents anticipated base pay for this role. The actual pay offered will consider internal equity and may vary based on factors including but not limited to work location, candidate's job-related knowledge, skills, and experience, among other factors. Minnwest Benefits: In addition to salary, Minnwest Bank offers a comprehensive benefits package, including incentive and recognition programs. Minnwest Bank is focused on taking care of our employees and their families, and supporting their health and financial well-being, including: Comprehensive Medical, Vision and Dental Insurance Retirement savings including 401(k) with Employer Match and Employee Stock Ownership Plan (ESOP) Paid Holidays and Competitive Paid Vacation Days Paid Parental Leave Short- and Long-Term Disability Life, Critical Illness, and Accidental Insurance Tuition Reimbursement and Career Development Opportunities Employee Assistance Program (EAP) Paid Time Off to volunteer in your community Opportunities to connect with others through our diversity and inclusion focused Employee Resource Group All benefits are subject to eligibility requirements. A full background check, including federal, state, county, and civil, and general financial credit check will be conducted on the final candidate for this position. Candidate must pass the background check and financial credit check in order to obtain employment with Minnwest. Failure to meet any of the requirements may result in a rescission of your offer of employment. EEO: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$18.4-22.1 hourly 3d ago
Branch Operations Specialist
Civista Bank 3.9
Sandusky, OH jobs
A Branch Operations Specialist (BOS) is responsible for making sure that all employees adhere to branch operations guidelines as well as ensure all systems operate smoothly and efficiently according to established policy and procedures. The BOS is also responsible for creating an exceptional customer experience through their knowledge of available products and services. The BOS demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. KEY ACCOUNTABILITIES, RESPONSIBILITIES, AND EXPECTATIONS: Ensure operational tasks are followed & completed daily by all Branch employees. Responsible for the retention of operational materials as well as managing audits to ensure operational soundness. Create an exceptional customer experience daily by processing transactions, building relationships, assessing needs, recommending products, and referring partners to our customers, thus growing the bank. Developing an expansive knowledge of products and services to fulfill customer needs and solve problems daily. Execute customer requests with speed and accuracy. Understanding all aspects of consumer lending in daily and weekly activities; building customer trust and managing relationships through the life of the lending process. Constant, consistent communication internally and externally to provide an outstanding customer experience. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Dedication to daily personal growth through active learning, adapting to new procedures and systems, and refining skills to grow the organization, and the team. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: QUALIFICATIONS, KNOWLEDGE AND SKILLS: Minimum 2 or 3 years' experience in branch banking environment. Must be knowledgeable in all areas of operations; including customer service, new accounts, and lending. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. Associate's Degree preferred. High School diploma or equivalent required. PHYSICAL REQUIREMENTS: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this restricts management's right to assign or reassign duties and responsibilities to this position at any time. Please see job description PI280794968 Job distributed by JobTarget.
$60k-92k yearly est. 3d ago
Sr Animal Ag Lending Specialist-Swine
Compeer Financial 4.1
Mankato, MN jobs
Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit************************ Where you will work: This position offers a hybrid work option up to 50% remote and and is based out of the Mankato, MN; Worthington, MN office locations. The contributions you will make: This positionis responsible fordevelopingand growingnew businessthrough counseling andservicing ofexisting clients while pursuing new loan sales development opportunities with prospective clients. Buildsstrongclient relationshipsand provides innovative and workable alternatives to solve problems that clientsface in ongoing agricultural operations. A typical day: Markets credit and related services to middle market commercial accounts. Seeks new loan business by developing relationships with existing clients, searching for new clients and meeting with prospective clients to gain their business. Maintains prospect files and establishesongoing prospecting plans and activities. Assistsleadership in developinganddelivering Animal Agbusiness planobjectivesandmarketing programs that enable the organization to meet businessgoals. Participates in the development of new products/services and/or the development of product promotion campaigns in collaboration with the Compeer Marketing team, as needed. Representsthe organization forselectcommercial accounts. Providescreative solutionsand cross-sellsvalue-addedfinancialservicestoexisting clients. Maintainsand deliverstheappropriate systemsand structures to support a relationship selling culture. Deliverspublic relations, client education, and client relations programs to enhance client service levels. Continually develops solid relationships by bringing valued knowledge and experience to the client to help them manage their agricultural operations more effectively and efficiently. Provides guidance and expertise to Client Service Teams, within a team relationship model, in order to ensure a fully integrated team approach to sales and service. Works with client to gather and analyze their financial information. Processes new loan applications, renewal of existing operations for commercial real estate loans. Follows up with client to request financials to ensure up to date accurate information as needed. Discusses and collects required financial documentation with the client and quality of financials reported. Uses Compeer systems (Salesforce, SharePoint, etc.) and workflows to accurately enter, review and correct data that has been entered into the system for each loan file from application to closing. Remains up to date on current developments and trends in the marketplace, including competitive products, services, and technology. Develops and maintains assigned industry knowledge and expertise to be shared as needed and to facilitate more sound credit decisions. Serves as an internal resource for other team members needing technical, administrative or industry information and/or guidance. Attends education events, training events and professional meetings to advance professional and technical skills and keep current on required licenses. Maintains active involvement in various related professional groups. Makes frequent formal presentations to various local and regional agricultural groups. The skills and experience we prefer you have: Bachelor's degree in Business Administration, Ag Sales,Financeor a related agriculturalfield;or equivalent work experience. Minimumof5yearssales,creditor related industryexperience. Knowledge of federal and state (Illinois, Minnesota, and Wisconsin) laws, regulations and compliance requirements specific to the financial industry and Farm Credit. Knowledge of "value added" business and farming concepts. Knowledge of loan products and services, as well as credit operations. Effective interpersonal, communication, client service and team skills. Strong problem solving, decision making and organizational skills. Knowledge of farm production methods, farm products, and farm business management/finance. Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization. Strong, proven interpersonal communication, clientserviceand team skills. Knowledge of sales/marketing and client service principles are essential in area of expertise. Solid computer skills including MS Office applications (Word, Excel, Access, Outlook, etc.) and other related accounting and/or report writing software applications. Strong motivational, interpersonal, and communications skills in a team environment. Represents the organization in community/public situations where excellent public speaking, client service skills, and industry knowledge is needed. Valid driver's license. How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay$115,600-$175,600 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.
$115.6k-175.6k yearly 3d ago
Mortgage Operations Specialist
Minnwest Bank 4.1
Sioux Falls, SD jobs
About Minnwest: Minnwest is a family owned, community bank based in Minnesota and South Dakota. We believe our success is measured by the extent in which we have a positive impact on the communities we serve. We are committed to building strong, vibrant communities through our core values: The customer is the first priority. We will keep all of the commitments we make. We are the people who get things done. We will work together as a team. Job Summary: As a member of the Mortgage team, Mortgage Operations Specialists have a critical role in providing a knock-out customer experience (KOCE) and ensuring that our customers are our first priority. Mortgage Ops Specialists are the critical support during peak cycles for our Intermediate Mortgage Specialists and Processors. Primary responsibilities include communicating with and ordering accurate documentation from third party vendors. Duties and Responsibilities (including but not limited to): Order flood certification and USPS address certification Prepare accurate initial disclosures and deliver to borrower(s) within 3 days of TRID application date Review pipeline daily to confirm all disclosures have been disclosed to meet TRID timing Validate eDisclosed, but no eSigned loans and send hard copy disclosures in compliance with regulations Determine type of appraisal to be ordered and order through Appraisal Firewall or ResidX Communicating accurate order information for title, order survey as needed Follow up on appraisal and title orders to ensure received in a timely manner Order insurance declaration pages with mortgage clause for subject properties and request REO insurance costs Order all written and verbal verifications of employment, mortgage, rent or deposit as needed for timely loan approval Minimum Requirements: High school diploma 1 year in real estate or banking related job Dependability, ability to organize and prioritize, and work independently Ability to communicate effectively in writing, in person and frequently over the phone Multi-task, problem-solve and research areas for required documentation with high attention to detail Proficient computer skills including Word and Excel experience Preferred Qualifications: Bachelor's degree Previous loan operations, loan processing or mortgage department experience Schedule: Monday - Friday: 8:00 a.m. - 5:00 p.m. Workplace Environment: Requires face-to-face interaction and coordination of work with other employees and departments, and in-person interaction. Working at a computer and utilizing a telephone Occasionally lifting up to 50lbs Pay Range: $18.40 - $22.05 hourly The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. The salary range represents anticipated base pay for this role. The actual pay offered will consider internal equity and may vary based on factors including but not limited to work location, candidate's job-related knowledge, skills, and experience, among other factors. Minnwest Benefits: In addition to salary, Minnwest Bank offers a comprehensive benefits package, including incentive and recognition programs. Minnwest Bank is focused on taking care of our employees and their families, and supporting their health and financial well-being, including: Comprehensive Medical, Vision and Dental Insurance Retirement savings including 401(k) with Employer Match and Employee Stock Ownership Plan (ESOP) Paid Holidays and Competitive Paid Vacation Days Paid Parental Leave Short- and Long-Term Disability Life, Critical Illness, and Accidental Insurance Tuition Reimbursement and Career Development Opportunities Employee Assistance Program (EAP) Paid Time Off to volunteer in your community Opportunities to connect with others through our diversity and inclusion focused Employee Resource Group All benefits are subject to eligibility requirements. A full background check, including federal, state, county, and civil, and general financial credit check will be conducted on the final candidate for this position. Candidate must pass the background check and financial credit check in order to obtain employment with Minnwest. Failure to meet any of the requirements may result in a rescission of your offer of employment. EEO: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$18.4-22.1 hourly 3d ago
Securities Processing Specialist - Trust Operations - Wheeling, WV
Wesbanco Bank Inc. 4.3
Wheeling, WV jobs
Back Securities Processing Specialist - Trust Operations #51-8409 Wheeling, West Virginia, United States Apply X Facebook LinkedIn Email Copy Location This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be across all WesBanco Markets. Market Wheeling Work Hours per Week 37.5 Requirements 2 year degree or 4 years clerical experience preferred. Knowledge and experience within financial services industry is preferred. Job Description SUMMARY: Daily processing of asset additions and dispositions, corporate actions, reconciliations and cost basis updates. ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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. Processes accounting entries in trust accounting system for additions and dispositions of securities for trusts. Creates and posts maps using trust accounting system for stock split/stock dividends and reinvested mutual fund dividends. Reconciles various reports such as Depository Trust Company (DTC) holdings and Fidelity holdings. Makes entries in AddVantage for maturing bonds, notes, etc. Updates cost basis of securities in AddVantage. Images and indexes items processed. OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. Willingness to provide a level of service which will clearly differentiate us from our competitors. Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and government regulations. Must be able to perform each essential duty accurately and in a timely manner. Ability to handle detailed work under pressure. Must be willing to work as a team as well as independently. Ability to perform general clerical duties and operate various departmental equipment. Ability to type with speed and accuracy. Basic knowledge of Microsoft Office Products including Outlook, Word, and Excel. Ability to learn other web-based software. Full-Time/Part-Time Full-time Area of Interest Trust/Investments All Locations Wheeling, West Virginia, United States
$32k-55k yearly est. 3d ago
Core Processing Specialist
First Mid Bank & Trust 4.0
Mattoon, IL jobs
Core Processing Specialist Location: Mattoon, IL At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. The Core Processing Specialist is responsible for various operational aspects of Loan Operations including the input of Commercial loans. When necessary, assists other lending personnel in various projects and duties to ensure the successful operation of the department. Responsibilities include, but are not limited to: Reads and interprets legal loan documents for Commercial and Consumer loans and accurately books the loans to the core system. Ensures that the customer record is accurate and the banks position is protected. Ensures the core processing check list is complete and accurate. Independently analyzes complex loan documentation in order to set up and fund loan accounts while adhering to bank standards and loan policy. Exports new and renewed loans onto the Core in an accurate and timely manner. Review files and disburses loan proceeds for Loan Officers and Customers while handling confidential and high-priority material. Analyzes loan documents to identify the terms of the collateral. This includes determining which collateral is security and which loans as collateral may cross over to secure several different loans. Understands new and existing loan terms to understand collateral structure for setting up the collateral on the loan or across multiple loans. Uploads processor records into our imaging system and gathers various loan documents for loan servicing follow up. Supports all departmental functions and assures the departmental objectives are achieved in providing accurate and timely loan bookings. Consistently delivers a high level of service to both co-workers and bank clients. Consistently displays a team-player and positive attitude. Attend training on applicable subjects when available and appropriate for the position. Contributes to cross-functional projects or assigned initiatives as needed. Examples may include: testing new processes or procedures, training of new hires, data reporting, core file maintenance. Files perfected UCC filings with third party vendors when appropriate. Performs other related duties as assigned. Qualifications Education High School diploma or GED required. Associates degree preferred. Experience: 1+ years banking, clerical or loan processing experience preferred. Skills: Analytical, organized and detail oriented. Proficient in Microsoft Office products with working knowledge in excel. Must be able to work with a significant amount of detailed information in an accurate, timely and confidential manner. High level of interpersonal skills to interact with Loan Officers, Loan Processors and Management. Total Rewards: Competitive health, dental & vision coverage with HSA match 401(k) with employer match + Employee Stock Purchase Plan Generous PTO, paid holidays & parental leave Tuition reimbursement & performance-based bonuses Visit our Total Rewards page to see our full list of benefits First Mid Bancshares, Inc., is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT LP123 Pay Range: $17.74 - $22.18 per hour Apply for this Position
$17.7-22.2 hourly 3d ago
Operations Intern
Honor Credit Union 3.8
Berrien Springs, MI jobs
Operations Intern Location: Berrien Springs, MI Job Id: 3140 # of Openings: 1 Operations Intern - Berrien Springs (Full-Time) ABOUT HONOR: At Honor Credit Union, we've been putting members first since 1934. Our team remains true to our member promise: Providing Solutions For Your Financial Success. Honor members enjoy extraordinary member service at 28 branches, and worldwide through online banking. OUR TEAM: As a team member at Honor Credit Union, you are genuinely part of a family. We leave the term "employee" at the door because you're much more than that; you're a valued member of the Honor Team and its success. We don't settle for good; we strive to be great, and that starts with the individuals that live out the "I Am Honor" promise every day. At our core, we are obsessed with providing extraordinary member experience with solutions for financial success. We are rooted in the belief that finances don't have to be intimidating and giving back to the communities we serve is essential. We are made up of outgoing, positive, friendly, and highly experienced individuals, which creates an inclusive, stimulating atmosphere. Smiling is the epitome of our culture, and like kindness, we believe smiling is contagious - it's no accident that you'll find a smiley face on all things Honor. COMMITMENTS TO LIVING "I AM HONOR": Act with Urgency and Care - You have the direct authority and responsibility to act and seek out solutions. The Platinum Rule - Treat others the way they want to be treated. Make the Connection - Develop genuine relationships so you can provide a "WOW" experience. See a Need, Fill a Need - Seize opportunities to help others meet their needs, whether they are known or unrealized. Reason over Rules - Make decisions that are good for the person and good for Honor. Cultivate Peace & Love - Uphold an environment where diversity is celebrated, kindness is contagious, and everyone belongs. WHAT WE ARE LOOKING FOR: Work efficiently, and effectively, in accordance with established policies, standards and program requirements. Managing the supporting documents in accordance with established retention guidelines and generally accepted accounting principles. Reconciliation of related accounts and reports, ensuring records are complete, correct and timely. Assuring accounts are properly posted and balanced. Assists with all facets of the operations department. WHAT WE EXPECT FROM YOU: EDUCATION/CERTIFICATION: Pursuing a degree in Business, Accounting, or related field. EXPERIENCE REQUIRED: Completed or ongoing coursework relevant to field of study. Internship for college credit preferred. KNOWLEDGE/SKILLS/ABILITIES: Knowledge of excel and related applications. Must have demonstrated ability to keep finances in order. Ability to work in stressful, high pressure situations. Solid communication abilities. Well organized. Attention to detail. Ability to assist others. Apply for this Position
$32k-37k yearly est. 3d ago
Real Estate Servicing Specialist
Honor Credit Union 3.8
Berrien Springs, MI jobs
Real Estate Servicing Specialist Location: Berrien Springs, MI Job Id: 3147 # of Openings: 2 Real Estate Servicing Specialist - Berrien Springs (Full-Time) This is a Hybrid Work Eligible position. You may be required to come into the Operations Center in Berrien Springs, MI as needed to ensure business needs are met. ABOUT HONOR: At Honor Credit Union, we've been putting members first since 1934. Our team remains true to our member promise: Providing Solutions For Your Financial Success. Honor members enjoy extraordinary member service at 28 branches, and worldwide through online banking. OUR TEAM: As a team member at Honor Credit Union, you are genuinely part of a family. We leave the term "employee" at the door because you're much more than that; you're a valued member of the Honor Team and its success. We don't settle for good; we strive to be great, and that starts with the individuals that live out the "I Am Honor" promise every day. At our core, we are obsessed with providing extraordinary member experience with solutions for financial success. We are rooted in the belief that finances don't have to be intimidating and giving back to the communities we serve is essential. We are made up of outgoing, positive, friendly, and highly experienced individuals, which creates an inclusive, stimulating atmosphere. Smiling is the epitome of our culture, and like kindness, we believe smiling is contagious - it's no accident that you'll find a smiley face on all things Honor. COMMITMENTS TO LIVING "I AM HONOR": Act with Urgency and Care - You have the direct authority and responsibility to act and seek out solutions. The Platinum Rule - Treat others the way they want to be treated. Make the Connection - Develop genuine relationships so you can provide a "WOW" experience. See a Need, Fill a Need - Seize opportunities to help others meet their needs, whether they are known or unrealized. Reason over Rules - Make decisions that are good for the person and good for Honor. Cultivate Peace & Love - Uphold an environment where diversity is celebrated, kindness is contagious, and everyone belongs. WHAT WE ARE LOOKING FOR: Responsible for providing servicing support for all mortgage and home equity loans including assisting members and providing clerical support. Responsible for all servicing functions of portfolio and secondary market loans. Performs funding of loan and delivery of funded loans to Investors. Performs daily and monthly reporting and reconciliation tasks with investors. Processes loan reviews and renewals of mortgage and home equity portfolios. WHAT WE EXPECT FROM YOU: EDUCATION/CERTIFICATION: High School diploma or equivalent. EXPERIENCE REQUIRED: One to three years of similar or related experience, including time spent in preparatory positions. KNOWLEDGE/SKILLS/ABILITES: Understanding of mortgage loan servicing functions including home equity loans; knowledge of mortgage related requirements, procedures, and general underwriting preferred. Must have demonstrated ability to keep finances in order. Good math skills/analytical skills. Must be proficient with computer skills. Organized and must be a multi-tasker. Understands and complies with all applicable laws and regulations. Exceptional problem-solving skills. WHAT'S IN IT FOR YOU: Honor has excellent benefits for all full and part time team members. We offer: Medical with prescription coverage, Dental, and Vision. 401k employer contribution & matching program. Paid time off and paid holidays (including your birthday!). Paid community volunteer hours. Wellbeing spending account. Various discounts on credit union products and services for team members & their families. Additional perks included. Apply for this Position
$40k-64k yearly est. 3d ago
Business Process Optimization Specialist 2
First National Bank of Pennsylvania 4.5
Pittsburgh, PA jobs
Primary Office Location:100 Federal Street. Pittsburgh, Pennsylvania. 15212.Join our team. Make a difference - for us and for your future. Business Process Optimization Specialist 2 Business Unit:Operations Reports to:Manager of Operational Risk and Support Services Position Overview: This position will be responsible for leading various projects to design, develop, implement and maintain process maps. Ensure that processes are efficient, cost effective and align with our organizations long term goals. Works closely with stakeholders to identify areas of improvement and develop strategies to optimize processes. Primary Responsibilities: Designs, develops, implements and maintains process maps for various departments within the Bank.Work closely with stakeholders to identify areas of improvement and develop strategies to optimize the process. Applies lean process principles and process re-engineering methodologies to drive change. Works directly with department management to monitor and maintain the efficiency and performance of the various applications and processes are in compliance with all applicable regulations. Provides timely updates on project status, analysis and findings to management and stakeholders. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 5 Skills Required to Perform the Primary Responsibilities of this Position: Excellent communication skills, both written and verbal Excellent project management skills Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to work and multi-task in a fast paced environment MS PowerPoint - Basic Level Experience capturing requirements, documenting and mapping business processes Experience using tools such as Visio Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Lean Six Sigma and/or Scrum certified preferred Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$31k-36k yearly est. 3d ago
Enterprise Experience Business Line Strategy Specialist (HYBRID - Richmond, VA)
Atlantic Union Bank 4.3
Glen Allen, VA jobs
As a member of Atlantic Union Bank's Customer Experience group, you will help assigned business lines to create and execute on Customer Experience strategies and "best in class" tactics to deliver on the banks brand promise of "making banking easier" for the customer. This challenging and highly visible position plays a critical role in the overall and continued success of the organization. Reporting to the Director of Business Line Experience, the Business Line Specialist will serve as a key partner to assigned business line leaders including dotted-line reporting structure to the lines of business. The Business Line Specialist will serve as a key liaison between business lines and all aspects of Customer Experience including Research (Voice of Customer), CX Governance & Design, Business Line Managers, and The Office of the President. Position Accountabilities Develop Customer Experience strategies and tactics to be executed with and by the assigned business line(s) with the goal of providing best in class teammate and customer experiences. Build and continue to foster effective relationships with assigned line of business and partners. Provide critical insights from the Voice of Customer on a day-to-day basis, via Insights & Actions (I&A), and through various reporting tools. Assist in development and delivery of various reporting tools such as Insights and Actions Assist in prioritizing improvements within line of business products or services to realize maximum return on customer experience improvements. Create data driven methods of resolution when gaps are identified. Assist in policy and procedure building. Actively partner with members of the Customer Experience team to relay insights from the front line teammates and assigned business line(s) Remain informed on Customer Experience strategies and best practices both in and out of Financial Services Remain informed of relevant business practices, programs or software within the industry as it relates to assigned line of business. Represent Customer Experience when assigned within projects and business line initiatives as a result of BTO appointment. Support assigned business line in recognizing risk as it pertains to customer experience initiatives. Educate and inform stakeholders on outcomes of mapping sessions and mapping discoveries. Routinely monitor research results to identify strengths and opportunities. Assist assigned line of business in unbiased, strategic problem resolution. Deliver the highest level of internal Customer Experience to assigned business lines which is defined by thoughtful, frictionless, automated, minimal manual experiences. Assist with the implementation of communication strategies and deliverables to keep partners informed. Develop and lead mapping sessions to drive improvement of customer experiences within assigned line of business. Spend time providing on-the-ground support, serving as the face of Customer Experience within the assigned business line(s). Represent Customer Experience in certain operational, risk, and compliance responsibilities for the overall line of business. Special projects as needed and assigned. Organizational Relationship This position reports to the Director of Business Line Experience. Position Qualifications Education & Experience Bachelor's Degree Minimum of 3 years customer service experience required; 5+ years preferred Minimum of 5 years banking experience required; 6+ years preferred Knowledge & Skills Exceptional customer experience focus and a passion for serving others. Ability to work effectively in a fast-paced environment Ability to quickly identify and understand business concepts High degree of emotional intelligence Mindset around continuous improvement to enhance customer experiences Highly self-motivated Excellent sense of respect of culture with an understanding of how to effect change Proven abilities in creative problem solving, negotiation and collaborative resolutions across all levels of management. Demonstrated knowledge of Customer Experience strategy, systems, and best practices Strong understanding of bank products, services, policies and customer utilized systems. Excellent verbal and written communication skills and comfort with difficult situations and complex personalities. Ability to research best practices and innovation in the evolving field of customer experience. Ability to influence behavior without a position of authority Ability to influence senior-level leadership High attention to detail and excellent organizational skills. Exceptional ability to multi-task Strong workshop/training and presentation skills Willingness to travel as needed Passion and alignment to Atlantic Union Bank's mission, vision, and values Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$75k-136k yearly est. 3d ago
CHB Specialist
ASF 3.8
Savannah, GA jobs
Job Description: CHB Specialist We are the Human Standard in Global Logistics. Founded in 1999, with a singular idea: to bring integrity and honor to the freightforwarding market. Today, we are a leader in global logistics and got here because we have stayed true to our core values. We have offices in Mobile, AL, Savannah, GA and Charleston, SC. Visit our website for more information. ***************************** Location: Candidates will be considered in Savannah, GA, Charleston, SC or Mobile, AL Work Schedule: Onsite Monday-Friday By joining the ASF Team you will receive… Company-paid benefits available: Dental insurance Short-term and long-term disability 50,000 Group Term Life insurance policy (7) Paid holidays and (15) days PTO per calendar year 401(k) Retirement plan with employer matching. Employees are 100% vested at enrollment. Additional Benefits available for purchase: Blue Cross Blue Shield plan for employee and dependents, vision insurance, critical illness, accident, and additional voluntary term life insurance. Responsibilities / Essential Functions: Arrange customs clearance in all USA ports for all inbound goods for various importcustomers. The ideal candidate will be able to handle logistics flow from origin to final delivery to ensure maximum efficiency. This position requires working knowledge of customs regulations and compliance documentation. To succeed in this role, you should have organizational skills, attention to detail, and effective communication abilities. A customer- focused approach is an essential job function. Duties: Classify goods using the Harmonized Tariff Schedule (HTS) or Harmonized System (HS) codes to determine applicable duties, taxes, and eligibility for trade agreements. Prepare, review, and submit customs documentation, including invoices, packing lists, bills of lading, certificates of origin, and import/export declarations. Calculate and process payments for duties, taxes, fees, and other charges owed to customs authorities. Ensure compliance with international trade regulations, including free trade agreements (e.g., USMCA), anti-dumping duties, sanctions, and partner government agency (PGA) requirements. Coordinate with customs brokers, freight forwarders, carriers, suppliers, and government officials to clear shipments and resolve issues like inspections or discrepancies. Monitor shipments for timely clearance, audit entries for accuracy, and handle post-entry amendments or protests for refunds. Stay updated on changes in customs laws, tariffs, and regulations; conduct compliance audits and risk assessments. Advise internal teams or clients on trade compliance best practices, valuation methods, and special programs (e.g., duty drawback). Maintain records for audits and communicate with stakeholders to prevent delays or fines. Education and Experience: Bachelor's degree in business administration or related field preferred Ocean import/export experience preferred Minimum of 2 years of experience in import/export operations, customs brokerage, or trade compliance required
$39k-72k yearly est. 1d ago
Sales Operations Specialist
Emoney Advisor 3.9
Stamford, CT jobs
The Sales OperationsSpecialistplays a critical role in enabling sales productivity and operational excellence across both the Enterprise and Advisor sales teams.This role provides quotes for the sales team, documents andoptimizessales processes, and contributes to the success of partner programs. The Sales Operations Specialistis a strong contributor to quote support, with a growth path toward becoming the primary subject matter expert and leadforour quoting process. This role ensures all quotes are detailed, organized, aligned with internal policies, and delivered on time to help the sales team close deals.Job Responsibilities Provide direct support for quote creation, approvals, ensuring accuracy and coordination across Sales, Finance, and Legal. Document andmaintainscalable sales processes, including quoting, renewals, and partner workflows. Collaborate with Partner Program stakeholders to support onboarding and performance tracking. Identifyand implement process improvements across Enterprise and Advisor sales motions. Serve as a point of contact for quoting and partner related inquiries, ensuring timely resolution and alignment with internal policies and procedures. Manage and triage incomingsales-relatedcase queues in CRM systems (e.g.Salesforce). Create andmaintaintraining and process documentation for all sales operations process guides. Supportdata stewardshipeffortsidentifyingerrors in data and potential areas for process improvement. Collaborate withcross-functionalteams to resolve customer or sales issues. Gather and organize data to enhance sales force productivity. Utilize sales systems and cross-functional collaboration to improve efficiency and scalability. Requirements Bachelor's degree preferred. 3+ years working in a sales environment with experience supporting remote end users. Experience with project management preferred. Experience supporting quote workflows or CPQ tools is a plus. Familiarity with partner programs or indirect sales channels is a plus. Skills Detail-oriented, proactive, and skilled at driving cross-functional collaboration to improve efficiency and scalability Patience to work with a variety of people with varying technical skill levels. Strong documentation and process mapping skills. Proficient with SFDC, Word, PowerPoint, and Excel. Strong problem solving, judgment, and organizational skills. Self-motivated and able to perform well under pressure and against aggressive deadlines. Capacity to grasp and learn complex concepts quickly and independently. Talented multi-tasker and the ability to prioritize. Naturally curious about how organizations scale. Extreme level of attention to detail. Highly focused; able to execute on one-off projects as well as on routine tasks. Clearcommunicator. The salary range for this position is $70,000 - $86,000; commensurate salary to be determined based on skills, professional background and expertise. This position is also eligible, pursuant to applicable eMoney policies, for the annual bonus program, retirement contributions, health insurance, sick leave, parental leave and paid time off. At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it's the only wealth management system that offers transparency, security, mobile access, and superior organization. Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. Today, we serve more than 109,000 financial professionals and support over 6 million end clients. At eMoney, we create and nurture a culture that values diversity and inclusion, which enables our employees to thrive and do their best work. Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results. eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.
$70k-86k yearly 3d ago
Lockbox Remittance Specialist
Busey Bank 4.5
Glenview, IL jobs
The Lockbox Remittance Specialist handles the servicing of all lockbox clients. You would be expected to maintain a high level of production and accuracy while preparing customers mailed in paper checks for deposit. Duties & Responsibilities Payment Preparations and Processing Sort incoming mail into correct customer bin. Prepare batches of work by removing payments and forms from envelopes Process all lockbox deposits from direct and indirect customers. Quality Assurance Processing Measures Follow standard operating procedures and customer specific instructions through data entry. Verifying checks through customer specific instructions for processing Balance/reconcile electronic and paper documentation. Analyze information to determine accuracy and completeness of work. Conduct non-routine research. Operate high-speed imaging/ extraction Opex equipment. Re-associate check images to corresponding material while validating quality of images. Maintain HIPAA and confidentiality of customer account information; follow established policies and procedures as related to internal audits and security. Team Support: Lend help to immediate team/team members, as needed. Education & Experience Knowledge of: Strong oral and written communication skills Excellent organizational skills Keen sense of quality control and practices Attention to detail and focus on meeting deadlines. Ability to: Analyze and comprehend client's standard operating procedures and instructions Complete multiple manual tasks per transaction and/or client with precision Ability to sit, stand, and walk for long periods of time Be a team player and maintain a positive attitude at all times Make judgment calls regarding routine duties but refer non-routine situations to asupervisor and/or manager Benefits and Compensation Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $18-$20/hour) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit BuseyTotal Rewardsfor more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. VisitBusey.com/Careersto learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
$18-20 hourly 3d ago