Task Management and Ownership Perform a wide array of lifecycle and valuation related tasks with precision and ownership, ensuring accurate trade capture, daily lifecycle management, accounting, pricing, analysis, and reporting for OTC Derivatives. Process Efficiency Contribute to streamlining valuation processes, aiming for increased efficiency and effectiveness in our d

The Loan Coordinator I is responsible for the data integrity of customer and loan information as it is populated within loan applications and product packages and is the primary associate that works alongside the Busey Relationship Manager (RM). The coordinator collaborates with sales leaders on the generation of new loan requests, renewals, modifications or other customer

Client Acquisition Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served. Portfolio Management Manages a portfolio of

As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core val

Analyze, research and resolve problems and discrepancies related to member accounts/loans Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications Counsel current and prospective members about Navy Federal's products and services Ensure cash and other negotiable instruments are handled properly Identify opportunities

Status Category Full Time Exempt/Non Exempt Exempt Scheduled Hours Per Week 40 Job Code FS213TC With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE CBZ) delivers top level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national caliber expertise combined with highly personali

Evaluates client needs related to accounting and finance processes and assesses accounting functions to recommend project approaches. Contributes to the proposal development process on outsourced controller and other special projects. Participates in engagement planning and budgeting and definition of content and deliverables while managing controls and risk. Manages and

Employee Applicant Privacy Notice Who we are Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next generation financial services company and national bank using innovative, mobile first technology to help our millions of members reach their goals. The industry is goi

s of this role Identify, track, manage, and investigate delinquent customer accounts Work closely with customers to secure timely payment on overdue accounts Cultivate working relationships with customers Follow up with customers to ensure payments are made in a timely manner Use databases to monitor and update outstanding accounts Keep records of all customer communicatio

Kindly greet all customers immediately upon entry to maintain a welcoming and helpful environment Assist customers with inquiries regarding their balances, statements, general information, etc. Ensure all customers have been fully assisted Use integrated teller and customer data base software to verify customer information and answer questions they may have about their ac

Private Client Specialist Boca Raton, FL, USA Req #11112 Thursday, April 18, 2024 About Crisis24 Crisis24, a GardaWorld company, is widely regarded as the leading integrated risk management, crisis response, consulting, and global protective solutions firm, serving the world's most influential people, disruptive brands, and prominent organizations. Championed by our advan

Track and monitor Treasury products and limits to manage risk and ensure adherence to regulation compliance. Monitor ACH returns based on NACHA operating rules. Ensure NACHA compliance for all ACH origination. Monitor and report metrics related to Treasury products and other electronic banking products as requested. Conduct and track annual customer reviews for various pr

Come join our GTE Financial team! We are looking for a customer focused individual to join our team. The Member Relationship Officer will ensure members' needs are achieved by conducting a thorough financial assessment and recommending the most appropriate products and services fulfilling the member's immediate and future financial goals. They will assist in generating le

The Post Closer Interim Servicing Specialist I supports mortgage related business strategies and is responsible for answering borrower calls and emails regarding payment dates, amounts and payment option types in addition to assisting in the generation of monthly billing statements and check requests for escrow disbursement. The primary goal of this position is to provide

This position reports to Head of Regions and User Engagement, North America in the IT organization. Process SGRE North America Purchase Orders Ensure invoices, accruals and payments are processed on a timely basis Partner, facilitate, and support IT functions related to Service Level Agreement (SLA) billings, Vendor Service Billings, Performance Metrics, and lead cost sav