Post job

Specialist jobs at United Wholesale Mortgage - 174 jobs

  • Loan Boarding Specialist

    United Wholesale Mortgage 4.6company rating

    Specialist job at United Wholesale Mortgage

    Job Description Ready to join thousands of talented team members who are making the dream of home ownership possible for more Americans? It's all happening on UWM's campus, where our award-winning workplace packs plenty of perks and amenities that keep the atmosphere buzzing with energy and excitement. It's no wonder that out of our six pillars, People Are Our Greatest Asset is number one. It's at the very heart of how we treat each other, our clients and our community. Whether it's providing elite client service or continuously striving to improve, our pillars provide a pathway to a more successful personal and professional life. From the team member that holds a door open to the one that helps guide your career, you'll feel the encouragement and support on day one. No matter your race, creed, gender, age, sexual orientation and ethnicity, you'll be welcomed here. Accepted here. And empowered to Be You Here. More reasons you'll love working here include: Paid Time Off (PTO) after just 30 days Additional parental and maternity leave benefits after 12 months Adoption reimbursement program Paid volunteer hours Paid training and career development Medical, dental, vision and life insurance 401k with employer match Mortgage discount and area business discounts Free membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court Wellness area, including an in-house primary-care physician's office, full-time massage therapist and hair salon Gourmet cafeteria featuring homemade breakfast and lunch Convenience store featuring healthy grab-and-go snacks In-house Starbucks and Dunkin Indoor/outdoor café with Wi-Fi Responsibilities Accurately board new mortgage loans into the servicing platform (e.g., MSP, LoanServ, or other systems). Review and validate data from closing documents such as promissory notes, mortgage/deed of trust, escrow instructions, and loan applications. Perform quality control checks to ensure completeness, accuracy, and compliance with investor guidelines (e.g., Fannie Mae, Freddie Mac, FHA, VA). Coordinate with internal teams including Loan Origination, Investor Reporting, Compliance, and Escrow to resolve data discrepancies. Maintain accurate and timely documentation of loan boarding processes and exceptions. Load and verify escrow accounts, tax and insurance information, and payment schedules. Reconcile loan data against transfer or acquisition reports. Support audits and regulatory reviews by providing documentation and system data. Identify and escalate system or data anomalies to management for resolution. Qualifications Must-Have Qualifications: • High School diploma or equivalent required. • 1-3 years of experience in mortgage servicing, loan boarding, or loan operations. • Experience with servicing systems (e.g., Black Knight MSP, LoanServ). • Strong attention to detail and organizational skills. • Ability to interpret loan documentation and investor requirements. • Proficient in Microsoft Excel and data entry. • Effective written and verbal communication skills. • Ability to work in a fast-paced, deadline-driven environment. Nice To Have Qualifications: • Familiarity with RESPA, TILA, and CFPB mortgage servicing rules. • Knowledge of investor guidelines (FNMA, FHLMC, GNMA). • Experience with bulk loan acquisitions or servicing transfers. • Associate's or Bachelor's degree in Finance, Business, or related field.
    $40k-49k yearly est. 25d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Late Stage Collections Specialist

    United Wholesale Mortgage Corp.(DBA UWM 4.6company rating

    Specialist job at United Wholesale Mortgage

    As a Late Stage Collections Specialist, you will work with borrowers who are significantly delinquent (typically 90+ days past due) on their mortgage payments. Your focus will be to engage, educate, and guide borrowers toward positive resolution, whether through reinstatement, loss mitigation, or foreclosure alternatives-always with a strong emphasis on compliance, compassion, and client experience. WHAT YOU WILL BE DOING * Proactively contact borrowers in late-stage delinquency to review account status and recommend appropriate resolution strategies.• Explain UWM's available workout and loss mitigation options, including repayment plans, loan modifications, forbearance, short sales, and deeds-in-lieu of foreclosure.• Document all communications and borrower activities thoroughly and accurately in servicing systems (e.g., MSP).• Collaborate across internal teams including Foreclosure, Loss Mitigation, Legal, and Compliance to ensure timely and effective handling of defaulted accounts.• Follow regulatory guidelines from CFPB, RESPA, FDCPA, and investor requirements (e.g., Fannie Mae, Freddie Mac, FHA).• Prepare accounts for foreclosure referral or suspension based on borrower responsiveness and eligibility.• Deliver a best-in-class borrower experience with empathy and professionalism during difficult conversations.• Meet or exceed individual and team performance metrics while upholding UWM's culture of excellence. WHAT WE NEED FROM YOU Must-Have Qualifications:• High school diploma or equivalent (GED)• 2 years of experience in mortgage servicing, default collections, or loss mitigation• Strong knowledge of MSP, foreclosure processes and late-stage delinquency regulations• High attention to detail and ability to manage sensitive, time-critical accounts• Excellent verbal and written communication skills• Ability to thrive in a high-volume, compliance-focused environment• Strong computer skills; comfort with Microsoft Office and mortgage servicing platforms (e.g., MSP) Nice To Have Qualifications: • Associate's or Bachelor's degree in Business, Finance, or related field• Experience with Fannie Mae, Freddie Mac, FHA, or VA loss mitigation guidelines• Bilingual skills (especially Spanish)• Familiarity with UWM systems and servicing workflows THE PLACE & THE PERKS Ready to join thousands of talented team members who are making the dream of home ownership possible for more Americans? It's all happening on UWM's campus, where our award-winning workplace packs plenty of perks and amenities that keep the atmosphere buzzing with energy and excitement. It's no wonder that out of our six pillars, People Are Our Greatest Asset is number one. It's at the very heart of how we treat each other, our clients and our community. Whether it's providing elite client service or continuously striving to improve, our pillars provide a pathway to a more successful personal and professional life. From the team member that holds a door open to the one that helps guide your career, you'll feel the encouragement and support on day one. No matter your race, creed, gender, age, sexual orientation and ethnicity, you'll be welcomed here. Accepted here. And empowered to Be You Here. More reasons you'll love working here include: * Paid Time Off (PTO) after just 30 days * Additional parental and maternity leave benefits after 12 months * Adoption reimbursement program * Paid volunteer hours * Paid training and career development * Medical, dental, vision and life insurance * 401k with employer match * Mortgage discount and area business discounts * Free membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court * Wellness area, including an in-house primary-care physician's office, full-time massage therapist and hair salon * Gourmet cafeteria featuring homemade breakfast and lunch * Convenience store featuring healthy grab-and-go snacks * In-house Starbucks and Dunkin * Indoor/outdoor café with Wi-Fi DISCLAIMER All the above duties and responsibilities are essential job functions subject to reasonable accommodation and change. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. Team members may be required to perform other or different job-related duties as requested by their team lead, subject to reasonable accommodation. This document does not create an employment contract, implied or otherwise. Employment with UWM is "at-will." UWM is an Equal Opportunity Employer. By selecting "Apply for this job online" you provide consent to UWM to record phone call conversations between you and UWM to be used for quality control purposes.
    $32k-39k yearly est. Auto-Apply 20d ago
  • CS Specialist I - Customer Service Center - Pittsburgh, PA

    Wesbanco Bank Inc. 4.3company rating

    Ann Arbor, MI jobs

    Back CS Specialist I - Customer Service Center #21-8477 Multiple Locations Apply X Facebook LinkedIn Email Copy Location Consideration for location is in all WesBanco markets. This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely). Market Pittsburgh Work Hours per Week 40 Requirements High school diploma or GED required. Minimum of one year of customer service experience required; customer service experience within banking or financial institution preferred. Minimum of one year of contact center experience or equivalent required. Job Description This position works an alternate schedule Schedule is 11am to 8pm, Thursday through Monday, including some Federal Reserve holidays (MLK day, President's Day, Juneteenth, Indigenous People Day and Veteran's Day) Summary: Responsible for identifying, responding to, and resolving customer requests related to bank products and services in the Bank's call center. The Customer Service Specialist 1 is often the primary interaction a customer may have with the bank and provides professional and courteous customer support while adhering to required metrics. Customer inquiries are expected to be responded to and resolved within established departmental service levels. Essential Function: Banking is a highly regulated industry and 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 conduct and the work being performed. All assigned training is expected to be completed timely. Essential Duties and Responsibilities include the following: Personally, models the standards of the Bank's Mission, Vision, and Pledge. Processes inbound calls from all queues, including account questions, product and service information, digital banking services, debit card processing, bank policy and various customer requests. Uses the training and reference materials provided in order to work and resolve an issue or question independently. De-escalates situations when necessary or escalates call to supervisor after de-escalation attempt. Assists customers with various computing environments, including both Apple and Android products, browsers and operating systems to support and promote our digital banking services on all supported devices. Completes customer transactions and corrects account information by engaging correct business partners. Identifies and resolves customer issues and complaints promptly and accurately. Attends a weekly quality review meeting for ongoing development including coaching, career development, call metrics, updates on policy and procedure. Attends a monthly departmental meeting. Adheres to agent metric standards for calls handled, adherence to schedule, call quality score, ready/not ready time and customer satisfaction. Maintains knowledge of deposit, loan, digital banking services and other banking products. Accepts other assigned job duties and or responsibilities with or without prior notice. Qualifications: To be successful in this position, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Technical Requirements: Expertise in using a personal computer and managing one's own home networking infrastructure needed to support reliable access to the Bank's virtual environment. Possesses knowledge and experience using Android and Apple products and Bank supported web browsers and operating systems. Ability to type with speed and accuracy. Ability to operate standard office equipment, including phones, computer and peripherals. Other Skills and Abilities: Demonstrates strong time management skills. Ability to work independently and multi-task in a fast-paced environment, with an emphasis on resolving most customers' issues during the call with minimal follow up. Adhere to communication protocols with supervisors when unable to adhere to schedule or perform duties as expected. Willingness to work a flexible schedule, with frequent adjustments to hours and able to work additional hours if needed. Ability to work outside of normal banking hours. Possess an ability to work under pressure, minimizing distractions and maintaining a positive attitude. Adapt quickly to change and learn readily in a remote environment. Willingness to provide a level of service which will clearly differentiate us from our competitors. Ability to build and retain customer relationships against competition. Accepts ownership of the customer request and follows it through to resolution. Identifies customer concerns or needs, resolves the inquiry or recommends best solution, expedites the correction or adjustment and follows up to ensure resolution. Demonstrates effective communication skills, showing empathy and active listening skills Maintains professional demeanor in appearance, interpersonal relations, work ethic and attitude. Exhibits clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. Firm grasp of spelling, grammar and email and phone etiquette. Collaborates with co-workers and employees. Maintains confidentiality. Physical Demands: This position requires long periods of sitting in one area while on the telephone and in front of a computer screen. 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. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Full-Time/Part-Time Full-time Area of Interest Customer Experience All Locations Uniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesCincinnati, Ohio, United StatesColumbus, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFort Wayne, Indiana, United StatesFrankfort, Kentucky, United StatesHuntington, West Virginia, United StatesIndianapolis, Indiana, United StatesIronton, Ohio, United StatesNew Albany, Indiana, United StatesParkersburg, West Virginia, United StatesPittsburgh, Pennsylvania, United StatesToledo, Ohio, United StatesWheeling, West Virginia, United StatesYoungstown, Ohio, United States Show more
    $30k-34k yearly est. 3d ago
  • Real Estate Servicing Specialist

    Honor Credit Union 3.8company rating

    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. 5d ago
  • Contact Center Inbound Specialist

    Honor Credit Union 3.8company rating

    Saint Joseph, MI jobs

    Contact Center Inbound Specialist Location: St. Joseph, MI Job Id: 3121 # of Openings: 2 Contact Center Inbound Specialist - St. Joseph (Part-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: Provides excellent member service by developing and maintaining strong member relationships by delivering an exceptional experience primarily through inbound calls. Courteously and promptly resolve member questions, assist members with their accounts, and furnish information about products and services. Appropriately escalates and connects members to other internal subject matter experts to maximize the members' experience. Actively look for opportunities to cross sell products and services that benefit the member. Maintain current knowledge of Honor offerings and accurately record transactions and conversations with members. WHAT WE EXPECT FROM YOU: EDUCATION/CERTIFICATION: High School diploma or equivalent. EXPERIENCE REQUIRED: Six months to one year of similar or related experience, including time spent in preparatory positions. Customer service and data entry experience is preferred. KNOWLEDGE/SKILLS/ABILITIES: Knowledge of company products and sales policies and procedures. Must have a demonstrated ability to keep finances in order. Strong listening, verbal, and written communication skills. At all times follow the core values of Honor - Honest, Truth, Respect, and Integrity. Must be highly detailed. 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. Incentive eligible. 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
    $28k-34k yearly est. 5d ago
  • Contact Center Member Specialist

    Honor Credit Union 3.8company rating

    Saint Joseph, MI jobs

    Contact Center Member Specialist Location: St. Joseph, MI Job Id: 2947 # of Openings: 2 Contact Center Member Specialist - St. Joseph (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: Provides excellent member service by developing and maintaining strong member relationships through multiple communication channels, primarily being calls, emails, chat, text, and the fraud queue. Actively resolving member concerns regarding credit union products and services including but not limited to new memberships, checking accounts, debit cards, credit cards, loans, home banking, mobile banking, bill payments, and processing fraud requests. Engages with members to identify financial needs, actively strengthening member relationships through cross sales, education, and identifying ways for members to optimize financial goals. Maintain current knowledge of Honor offerings and accurately record transactions and conversations with members. WHAT WE EXPECT FROM YOU: EDUCATION/CERTIFICATION: High School diploma or equivalent. EXPERIENCE REQUIRED: One to three years of similar or related experience, including preparatory experience. KNOWLEDGE/SKILLS/ABILITIES: Knowledge of company products, and sales policies and procedures. Must have a demonstrated ability to keep finances in order. Strong listening, verbal, and written communication skills. At all times follow the core values of the credit union. Must be highly detailed. 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. Incentive eligible. 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
    $28k-34k yearly est. 5d ago
  • Client Specialist

    Robert W. Baird & Co.Orporated 4.7company rating

    Birmingham, MI jobs

    About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, X, etc.). #LI-PWM2 Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
    $62k-89k yearly est. Auto-Apply 6d ago
  • Client Specialist

    Baird 4.7company rating

    Michigan jobs

    About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, X, etc.). #LI-PWM2 Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
    $62k-88k yearly est. 8d ago
  • Collections Specialist

    Honor Credit Union 3.8company rating

    Berrien Springs, MI jobs

    Collections Specialist Location: Berrien Springs, MI Job Id: 3062 # of Openings: 1 Collections Specialist - Berrien Springs (Full-Time) This is a Hybrid Work Eligible position. You will 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: If you enjoy building relationships, managing multiple priorities, advocating for members, and being part of a great team, this is an opportunity where you will grow and develop. If you have the drive, confidence, and determination, we are looking for you! Supports and performs collection activities associated with various delinquent & negative accounts. Responsible for, including but not limited to, filing garnishments, levies, total loss, and safety net claims, along with ensuring timely refunds of direct and indirect backend products, limiting loss for the credit union and member owners. Process debt protection claims and benefit payments for disability, unemployment, and death. Performs research to obtain information pertaining to delinquent accounts. Aligns with the internal credit solutions team to ensure final collection efforts on accounts by means of letters, statements, and garnishments are completed. Verifies employment status and makes appropriate court filings to be used for seeking judgments on bad debt. Ensures the company's professional image is maintained. 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. Prior administrative experience strongly preferred. KNOWLEDGE/SKILLS/ABILITIES: Knowledge of collection procedures and related laws and regulations. Understanding of Company policies. Must have a demonstrated ability to keep finances in order. Strong listening, verbal, and written communication skills. Be self-directed and able to work with minimal supervision. At all times follow the core values of credit union - honesty, truth, respect and integrity. Must be highly detail oriented. 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
    $31k-37k yearly est. 5d ago
  • Loan Sales Specialist

    Onemain Financial 3.9company rating

    Portage, MI jobs

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
    $40k-74k yearly est. Auto-Apply 1d ago
  • Loan Sales Specialist

    Onemain Financial 3.9company rating

    Livonia, MI jobs

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
    $40k-75k yearly est. Auto-Apply 4d ago
  • Branch Business Client Specialist

    Huntington Bancshares Inc. 4.4company rating

    Bloomfield Hills, MI jobs

    This position is responsible for the day-to-day interaction between Huntington and the client, coordinating the closing of loans for Community Lending customers with 3MM Revenue, 350M Loan Amount, and 500M Aggregate Exposure, generally. Processes loans in preparation for closing within expected service levels. Obtains all necessary collateral reports and information required to meet the terms and conditions of credit approval. This role requires customer interaction primarily through the Elite portal. Duties and Responsibilities: * Partners with and supports Branch colleague on post-approval process by managing SBA Eligibility Review, Loan Closing, 3rd Party report ordering, due diligence collection, closing coordination, and managing customer expectations. * Obtains all necessary collateral reports and information required to meet the terms and conditions of credit approval. * Relays necessary due diligence items to customer via Elite Digital Lobby, orders required 3rd party reports (RIMS, title, etc.), and utilizes internal systems for pipeline management. * Manages an active pipeline of approximately 30 deals each month. * Partners with Sales Team, Credit Partners, Loan Servicing and 3rd party vendors to provide ensure efficient and timely closings. * Process Business Banking small business loans in preparation for closing within expected service levels. * Assist in providing exemplary service to lending customers of Huntington. * Performs other duties as assigned. Basic Qualifications: * High School Diploma, GED, or equivalent education * Minimum of 2 years' experience financial services or credit sales, sales support, or operations and internet proficiency Preferred Qualifications: * Small business lending experience * Business lending product knowledge * Excellent customer service and interpersonal skills * Must have excellent written and verbal (face-to-face, phone, and chat) communication skills including professional grammar and demeanor * Proven track record of working well in a team environment * Strong organizational skills with attention to detail * Sales Pipeline Management experience * Ability to multi-task * Experience with Salesforce MAX, ESS, AFS Vision, Velocity, RIMS, and HAWC Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $27k-33k yearly est. Auto-Apply 11d ago
  • SBA Client Specialist Sr

    Huntington Bancshares Inc. 4.4company rating

    Bloomfield Hills, MI jobs

    The SBA Client Specialist Sr works with Product Specialists, Borrowers, Sellers, Attorneys, Brokers, EROs, Underwriters, Closers, Title Companies and the banking Markets to collect due diligence and promote the loan closing process. Duties & Responsibilities: * Coordinates interaction between these parties all within the defined SBA loan closing SLA of 30-45 days. * Assists other colleagues with difficult situations or customers. * Prepares SBA Loan commitment letters and application documents. * Responsible for initial SBA Compliance and preparing the loan commitment package. * Reviews other Client Specialists' commitment letters for accuracy. * Orders third party reports and provides to correct parties for review. * Subject matter expert in the SBA lending process. * Engages with the customers daily to discuss, explain and mentor the prospective borrowers through the nuances of SBA lending. * Coordinates with all parties to establish closing date. * Schedules closing and arranges the distribution of docs. * Other duties as assigned. Basic Qualifications * High School Diploma * A minimum of three years of experience with consumer or business banking loans, and customer service, sales, or client management Preferred Qualifications: * Excellent organizational, multi-tasking and time management skills * Ability to work in a fast-paced, production environment. * Experience with SBA lending * Experience with Huntington Business Banking & Velocity programs * Very strong Sales/Customer Service skills * Strong written and verbal communication skills to include the ability to interact with internal and external customers to achieve positive results. * Experience with Microsoft Office software and other HNB systems. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $27k-33k yearly est. Auto-Apply 38d ago
  • SBA Client Specialist Sr

    Huntington National Bank 4.4company rating

    Bloomfield Hills, MI jobs

    The SBA Client Specialist Sr works with Product Specialists, Borrowers, Sellers, Attorneys, Brokers, EROs, Underwriters, Closers, Title Companies and the banking Markets to collect due diligence and promote the loan closing process. Duties & Responsibilities: + Coordinates interaction between these parties all within the defined SBA loan closing SLA of 30-45 days. + Assists other colleagues with difficult situations or customers. + Prepares SBA Loan commitment letters and application documents. + Responsible for initial SBA Compliance and preparing the loan commitment package. + Reviews other Client Specialists' commitment letters for accuracy. + Orders third party reports and provides to correct parties for review. + Subject matter expert in the SBA lending process. + Engages with the customers daily to discuss, explain and mentor the prospective borrowers through the nuances of SBA lending. + Coordinates with all parties to establish closing date. + Schedules closing and arranges the distribution of docs. + Other duties as assigned. Basic Qualifications + High School Diploma + A minimum of three years of experience with consumer or business banking loans, and customer service, sales, or client management Preferred Qualifications: + Excellent organizational, multi-tasking and time management skills + Ability to work in a fast-paced, production environment. + Experience with SBA lending + Experience with Huntington Business Banking & Velocity programs + Very strong Sales/Customer Service skills + Strong written and verbal communication skills to include the ability to interact with internal and external customers to achieve positive results. + Experience with Microsoft Office software and other HNB systems. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $27k-33k yearly est. 37d ago
  • Branch Business Client Specialist

    Huntington National Bank 4.4company rating

    Bloomfield Hills, MI jobs

    This position is responsible for the day-to-day interaction between Huntington and the client, coordinating the closing of loans for Community Lending customers with 3MM Revenue, 350M Loan Amount, and 500M Aggregate Exposure, generally. Processes loans in preparation for closing within expected service levels. Obtains all necessary collateral reports and information required to meet the terms and conditions of credit approval. This role requires customer interaction primarily through the Elite portal. Duties and Responsibilities: + Partners with and supports Branch colleague on post-approval process by managing SBA Eligibility Review, Loan Closing, 3rd Party report ordering, due diligence collection, closing coordination, and managing customer expectations. + Obtains all necessary collateral reports and information required to meet the terms and conditions of credit approval. + Relays necessary due diligence items to customer via Elite Digital Lobby, orders required 3rd party reports (RIMS, title, etc.), and utilizes internal systems for pipeline management. + Manages an active pipeline of approximately 30 deals each month. + Partners with Sales Team, Credit Partners, Loan Servicing and 3rd party vendors to provide ensure efficient and timely closings. + Process Business Banking small business loans in preparation for closing within expected service levels. + Assist in providing exemplary service to lending customers of Huntington. + Performs other duties as assigned. Basic Qualifications: + High School Diploma, GED, or equivalent education + Minimum of 2 years' experience financial services or credit sales, sales support, or operations and internet proficiency Preferred Qualifications: + Small business lending experience + Business lending product knowledge + Excellent customer service and interpersonal skills + Must have excellent written and verbal (face-to-face, phone, and chat) communication skills including professional grammar and demeanor + Proven track record of working well in a team environment + Strong organizational skills with attention to detail + Sales Pipeline Management experience + Ability to multi-task + Experience with Salesforce MAX, ESS, AFS Vision, Velocity, RIMS, and HAWC Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $27k-33k yearly est. 11d ago
  • Commercial Portfolio Specialist

    Case Credit Union 3.7company rating

    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
    $50k-60k yearly est. 60d+ ago
  • New Client Onboarding Specialist

    CG Financial Services

    Haslett, MI jobs

    Job Description The Client Onboarding Specialist for Personal Lines is a cornerstone of the agencys high-touch, concierge client experience. This role is responsible for delivering a white-glove onboarding experience for high-net-worth individuals and families, ensuring a seamless, confident, and deeply personalized transition into the agency. Beyond onboarding, this position is designed as a developmental role that builds the technical knowledge, relationship skills, and client insights needed to support future growth initiatives, including consultative sales and client expansion opportunities. Base salary $40,000 - $50,000 based on experience. Opportunities for bonuses and growth are available. Benefits Annual Base Salary + Bonus Opportunities Paid Time Off (PTO) Health Insurance Vision Insurance Life Insurance Disability Insurance Mon-Fri Schedule Career Growth Opportunities Free Coffee Free Soda Team Building Events Opportunities to participate in community volunteering and outreach initiatives Support for professional development, continuing education, and industry certifications Dental Insurance Retirement Plan Hands on Training Responsibilities Serve as the primary onboarding contact for new high-net-worth personal lines clients Coordinate all onboarding activities, including policy setup, documentation, carrier requirements, and internal handoffs Ensure all client information, exposures, and household details are accurately captured and documented Track onboarding milestones to ensure timely, flawless execution Partner closely with producers, advisors, and service teams to ensure continuity and consistency Identify opportunities to introduce additional agency resources or services as appropriate Requirements 2+ years of experience in personal lines insurance, client service, or a high-touch professional services environment Exceptional communication skills with a calm, confident, concierge-level presence Highly organized with strong attention to detail and follow-through Comfort working with affluent clients and complex household structures Personal Lines license or ability to obtain
    $40k-50k yearly 28d ago
  • Commercial Relationship Specialist - Careers At Stellantis Financial Services

    First Investors Financial Services 4.1company rating

    Auburn Hills, MI jobs

    Stellantis Financial Services SFS is the new captive finance company for one of the worlds leading automakers and a mobility provider with iconic brands including Abarth Alfa Romeo Chrysler Citron Dodge DS Automobiles Fiat Jeep Lancia Maserati Opel Peugeot Ram Vauxhall Free2move and Leasys Our exciting growth provides opportunities to advance your career as we successfully lead products and services from a small to midsize company in just a few years Join our world class team and culture and contribute to our core mission which is enhancing our customers experience Position Summary The Commercial Relationship Specialist will foster and maintain relationships with our commercial clients Responsible for understanding client needs promoting products and services Ensure overall client satisfaction by assisting with the sales dealer on boarding on going dealer servicing and monitoring Essential Job Duties and Responsibilities Engage directly with dealers to drive SFSs Commercial Lending business responsible for both sales and risk mitigation key performance indicators Collaborate with internal teams to ensure seamless delivery of services to clients Support Commercial Operations leadership in necessary tasks to comply with portfolio review and line management activities to include financial statement spreading and adjustments ratio trend analysis and red flags reporting Coordinate with Commercial Lending team Field Sales Underwriting and dealer to drive efficient customer friendly processes new dealer on boarding annual reviews interim requests and special account management Train DAS Users and handle related questionsissues to system and flooring process Act as voice of the customer and communicate with leadership as necessary re product creation productprocess modification and closing the circle with our dealer customers Identify opportunities to grow client relationships and expand business Resolve client issues and concerns in a timely and effective manner Prepare reports and analysis on client accounts and activities Other duties may be assigned; responsibilities and activities may change Qualifications and Competencies Required 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 andor ability required Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Experience Required Minimum 3 years of auto lending andor dealer relationship experience Education High school diploma and or GEDSkills Required Proven experience in automotive financial services or commercial banking Ability to build and maintain strong client relationships Knowledge of accounting financial statement analysis cash flow and dealer workout Demonstrated analytical and problem solving abilities with a strategic mindset Excellent interpersonal and communication skills with the ability to build trust and rapport with clients and stakeholders Ability to identify and plan measures to achieve the objectives and quality of service effectively; organize work effectively so that priorities are met; present resources effectively and conduct systematic evaluations Proficient in using CRM software and MS OfficeAbility to work independently and collaboratively in a team oriented environment Qualifications Preferred Education Bachelors degree in Business Administration Finance or a related Skills Knowledge of industry specific web based tools such as AssureSignDocusign DataScan SalesForce etc Commercial lending experience Overtime required weekends as needed Travel 15 20 is required Must have reliable transportation; preferred locations Atlanta GA; Dallas TX; Houston TX Detroit MI Phoenix AZ 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 Sitting for long periods of time standing walking close vision for computer work speaking hearing lift andor move up to 10 lbs Reasonable accommodation will be reviewed upon request An applicant must be authorized to work in the United States to be eligible for this position Stellantis Financial Services Inc will not sponsor applicants for work visas of any type for this position Stellantis Financial Services Inc SFS is an equal opportunity employer and is committed to providing its employees an environment that is free of harassment discrimination and intimidation It is the policy of SFS to comply with all applicable employment laws and regulations and to provide equal opportunity for all qualified persons and to not discriminate against any employee or applicant for employment because of race color religion sex age national origin disability pregnancy sexual orientation veteran status gender identity or expression change of sex andor transgender status or any protected status Candidates must possess authorization to work in the United States This policy applies to recruitment and placement promotion training transfer retention rate of pay and all other terms and conditions of employment Employment and promotion decisions will be based solely on merit ability achievement experience conduct and other legitimate business reasons
    $46k-65k yearly est. 2d ago
  • Loan Boarding Specialist

    United Wholesale Mortgage Corp.(DBA UWM 4.6company rating

    Specialist job at United Wholesale Mortgage

    The Loan Boarding Specialist is responsible for accurately onboarding newly originated, acquired, or transferred mortgage loans into the servicing system. This role ensures that loan data is correctly imported, verified, and reconciled with supporting documentation, ensuring compliance with investor, regulatory, and internal guidelines. This role requires 100% onsite attendance at our Pontiac, MI campus. WHAT YOU WILL BE DOING * Accurately board new mortgage loans into the servicing platform (e.g., MSP, LoanServ, or other systems). * Review and validate data from closing documents such as promissory notes, mortgage/deed of trust, escrow instructions, and loan applications. * Perform quality control checks to ensure completeness, accuracy, and compliance with investor guidelines (e.g., Fannie Mae, Freddie Mac, FHA, VA). * Coordinate with internal teams including Loan Origination, Investor Reporting, Compliance, and Escrow to resolve data discrepancies. * Maintain accurate and timely documentation of loan boarding processes and exceptions. * Load and verify escrow accounts, tax and insurance information, and payment schedules. * Reconcile loan data against transfer or acquisition reports. * Support audits and regulatory reviews by providing documentation and system data. * Identify and escalate system or data anomalies to management for resolution. WHAT WE NEED FROM YOU Must-Have Qualifications:• High School diploma or equivalent required.• 1-3 years of experience in mortgage servicing, loan boarding, or loan operations.• Experience with servicing systems (e.g., Black Knight MSP, LoanServ).• Strong attention to detail and organizational skills.• Ability to interpret loan documentation and investor requirements.• Proficient in Microsoft Excel and data entry.• Effective written and verbal communication skills.• Ability to work in a fast-paced, deadline-driven environment.Nice To Have Qualifications: * Familiarity with RESPA, TILA, and CFPB mortgage servicing rules.• Knowledge of investor guidelines (FNMA, FHLMC, GNMA).• Experience with bulk loan acquisitions or servicing transfers. * Associate's or Bachelor's degree in Finance, Business, or related field. THE PLACE & THE PERKS Ready to join thousands of talented team members who are making the dream of home ownership possible for more Americans? It's all happening on UWM's campus, where our award-winning workplace packs plenty of perks and amenities that keep the atmosphere buzzing with energy and excitement. It's no wonder that out of our six pillars, People Are Our Greatest Asset is number one. It's at the very heart of how we treat each other, our clients and our community. Whether it's providing elite client service or continuously striving to improve, our pillars provide a pathway to a more successful personal and professional life. From the team member that holds a door open to the one that helps guide your career, you'll feel the encouragement and support on day one. No matter your race, creed, gender, age, sexual orientation and ethnicity, you'll be welcomed here. Accepted here. And empowered to Be You Here. More reasons you'll love working here include: * Paid Time Off (PTO) after just 30 days * Additional parental and maternity leave benefits after 12 months * Adoption reimbursement program * Paid volunteer hours * Paid training and career development * Medical, dental, vision and life insurance * 401k with employer match * Mortgage discount and area business discounts * Free membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court * Wellness area, including an in-house primary-care physician's office, full-time massage therapist and hair salon * Gourmet cafeteria featuring homemade breakfast and lunch * Convenience store featuring healthy grab-and-go snacks * In-house Starbucks and Dunkin * Indoor/outdoor café with Wi-Fi DISCLAIMER All the above duties and responsibilities are essential job functions subject to reasonable accommodation and change. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. Team members may be required to perform other or different job-related duties as requested by their team lead, subject to reasonable accommodation. This document does not create an employment contract, implied or otherwise. Employment with UWM is "at-will." UWM is an Equal Opportunity Employer. By selecting "Apply for this job online" you provide consent to UWM to record phone call conversations between you and UWM to be used for quality control purposes.
    $40k-49k yearly est. Auto-Apply 20d ago
  • Collections Specialist

    Case Credit Union 3.7company rating

    Lansing, MI jobs

    Job DescriptionDescription: Responsible for performing collection activities associated with all delinquent and charged off member accounts and loans, including VISA credit and debit cards, lines of credit, secured loans, signature loans, real estate loans, and home equity lines of credit. Review delinquent and charged off accounts, determines the Credit Union's position and, as circumstances indicate, directs and assists legal counsel in resolution proceedings. Assists in fraud and bond claims when requested by Management. Ensures that the Credit Union's professional image is maintained. ESSENTIAL FUNCTIONS AND BASIC DUTIES Assumes responsibility for the effective and professional performance of resolution functions. Utilizes effective human relations' skills and various forms of persuasion to present a positive Credit Union image in an already negative situation. Answers member questions and complaints relevant to Department functions. Determines Credit Union position in legal proceedings and works to minimize losses. Uses experience and knowledge of Credit Union loan policies, procedures and documentation to review member's files in order to establish effectiveness of resolution proceedings. Works toward prompt resolution of negative and delinquent accounts through negotiations with member. Initiates small claims proceedings when appropriate Represents the credit union in small claims proceedings when necessary. Prepares reports as requested by Department Manager. Performs resolutions efforts in accordance with Credit Union policies and procedures and ensures they are legally compliant. Assumes responsibility for efficient administration of resolutions activities. Keeps accurate and up-to-date activity reports on assigned accounts and/or loan delinquencies. Documents all resolution actions taken, including telephone conversations, alternative financial arrangements, and correspondence. Researches negative share accounts that appear on negative reports to ensure that Credit Union errors are detected promptly. Provides members the opportunity to fully explain their negative status. Responsible for managing the maintenance, repair and security of repossessed properties, as directed and approved by management. Responsible for collateral repossessions, and the disposition of repossessed Credit Union assets. Assumes responsibility for ensuring that professional business relations are established and maintained with Credit Union members and all other professionals. Maintains the Credit Union's professional reputation throughout resolution operations and in all contacts with members, legal counsel, outside agencies and all other outside professionals. Works with negative or delinquent borrowers to reach suitable arrangements to restore accounts to current status. Utilizes effective human relations skills and persuasion to calm irate members and resolve negative situations. Discusses possible financial arrangements, informs members of possible legal actions, and provides or suggests financial counseling as means to arrive at suitable payment arrangements. Maintains confidentiality. Assumes responsibility for establishing and maintaining effective communications and coordination with Credit Union personnel. Assist area personnel as needed. Keeps Management informed of activities, progress attained toward established objectives, and of any significant problems. Attends and participates in meetings as required. Assumes responsibility for related duties as required or assigned. Stays informed of changes in resolution policies, procedures, and related legal requirements. Ensures that work area is clean, secure and well maintained. Actively & professionally cross-sells Credit Union services. Must have reliable transportation to fulfill the duties of a Resolution Specialist. PERFORMANCE MEASUREMENTS Delinquent and negative accounts and/or loans are closely monitored and reviewed. Appropriate resolutions actions instituted are in accordance with established Credit Union policies and are legally compliant. Legal actions are closely supervised and directed. Delinquent and Charge off accounts and/or loans are promptly evaluated for the most cost-effective recovery. A recovery goal, which meets with management standards, is maintined. Professional business relations exist with members and all outside professional contacts. All member questions are courteously answered. Effective working relations and coordination exist with Credit Union legal counsel. Required reports and records are accurate and timely. Good working relations exist with area personnel and with management. Management is appropriately informed of area activities. Collectors are supported and directed as needed. Requirements: EDUCATION/CERTIFICATION: High school graduate or equivalent. Additional business training strongly preferred. REQUIRED KNOWLEDGE: General knowledge of resolution procedures, skip tracing and related laws and regulations. Understanding of Credit Union loan products and policies. Familiar with deposit programs and account ownership. EXPERIENCE REQUIRED: None SKILLS/ABILITIES: Accuracy and thoroughness in work. Ability to manage projects. Excellent communication, telephone, and public relations skills. Ability to work well independently. Ability to work well in stressful situations. Ability to operate related computer applications and other business equipment including calculator, typewriter, copy machine, printer, credit bureau terminal, telephone, fax.
    $36k-43k yearly est. 2d ago

Learn more about United Wholesale Mortgage jobs