Business Banking Development Officer (VP/SVP)
Remote Job
JOB TITLE: Business Banking Development Officer (VP/SVP)
REPORTS TO: Chief Lending Officer
CLASSIFICATION: EXEMPT
============================================
You own it, are highly competitive, accountable and likely are a top performing business development officer specializing in originating C&I and CRE loans and if you have SBA lending experience - even better! A top candidate may not be happy with their current employer's culture, tightening credit box, reduced loan growth or perhaps interested in exploring a change.
You have a passion for helping small businesses. Ethics, integrity, building trust, delivering on your promises, and delivering results for your small business clients is of paramount importance to you. You are intrigued to learn about Integro360 - the proprietary consultative services and technology we invented and provide to business owners, helping you maximize accepted LOI's with a competitive differentiator not offered by any other bank in the USA.
You are also excited that Integro Bank is ranked as the #1 top performing bank among all Arizona based banks in key measures like: Loan Growth #1, Deposit Growth #1, and Net Interest Margin #1.
As a Preferred Lender, the SBA recently ranked Integro Bank as the #1 Arizona based bank over the past 12 months, funding a higher dollar amount of SBA loans than Bank of America and Western Alliance banks. To support this rapid growth, we are hiring!
You either live in the Phoenix Arizona metro area or have family or friends and interested in being based here. If this sounds like you, please keep reading and we encourage you to apply.
RESPONSIBILITIES:
Develop and cultivate new C&I, CRE and SBA lending opportunities including both 7A and 504 loan programs. The BDO is a hunter who will build and network prospects utilizing both internal and external referral resources and follow up on marketing leads we supply. The primary focus includes sourcing and procuring new loans, rather than managing an existing portfolio. The BDO will gather applications, perform financial analysis of required cash flow, utilize state of the art Abrigo workflow automated processing, and help prepare and present the credit package for loan approval. This position will also provide financial counsel to current and prospective customers using our invented and proprietary tools.
This position will partner and establish relationships with Treasury Management to deepen and expand on long term banking relationship(s). Duties include:
· Generate new C&I, CRE and SBA 7a and 504 program loans from small business clients in accordance with established annual goals and objectives.
· Prescreen loans with knowledge of varying loan types for proper structure, conformity, and eligibility with respect to the applicable loan program.
· Identify opportunities to solve client issues by obtaining sufficient information from applicants to analyze the loan request appropriately.
· Maintain continual dialogue and close working relationship with other bank officers, centers of influence, referral resources, etc.
· Leverage our Treasury Management team to cross-sell deposit, trade, cash management, asset management and other banking services.
· Responsible for developing a loan consideration memo for the credit department based on the information received from the prospect.
· Responsible for guiding prospective clients through the end-to-end loan process, assisting internal team members with obtaining all necessary documentation needed to close the transaction, and to follow up on any exceptions or account matters.
· Responsible for ensuring compliance with all aspects of job-related laws and regulations, including timely, and successful completion of all online or in-person training required by Integro Bank.
· Participate in community and business functions/groups to provide a positive image for the bank within the marketplace. Establish referral contacts within the community. Attend local COI and public functions to establish Integro Bank's presence and cultivate CDC relationships.
QUALIFICATIONS:
Knowledge, Skills & Abilities
· Demonstrate at least 3 years of lending product sales specific to C&I, CRE and SBA Lending/Sales
· Demonstrate an understanding and track record of small business Treasury Management and deposit sales
· Excellent verbal, written, and interpersonal communication skills
· A team player able to work effectively in a team fostered, multi-tasking environment
· Proficient in Microsoft Office suite and interested in learning about our high tech invented technology solutions
· Ability to work independently and develop relationships based on overall profitability and revenue generation.
· Strong working knowledge of financial analysis including cash flow, balance sheet, financial ratios, collateral, economic and industry analysis.
Education & Experience
· Bachelor's Degree or equivalent experience preferred but not required.
· Prior relationship management experience
· Strong Sales experience required
· SBA 7A and/or 504 experience would be a plus
ENVIRONMENT & PHYSICAL DEMANDS:
· Ability to lift a minimum of 20lbs. (e.g., file boxes)
· Must be able to sit, stand, bend and stoop
· Sitting/Standing/Driving for 90% of the time
· Requires ability to use keyboard up to 8 hours
· Travel may be required
This as with any other role may be an in-office or work from home position and may be subject to our work from home policy.
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT: Integro Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.
About Integro Bank:. Our Mission is to “Lift and Transform Lives.” We focus on helping small businesses maximize growth because “Employment lifts people up and transforms lives”.
Our Core Values are:
· Earn and be worthy of Trust: Trust is everything. Be authentic, honest, make personal connections and keep your promises.
· Demonstrate an optimistic and positive attitude: Our intentions should be upbeat, positive and lift others up. Positivity breeds success.
· Focus on client-centric solutions: We listen, understand and WOW our clients.
· We deliver results: Own it, be accountable, committed and strive for positive outcomes in everything we do.
Benefits: Comprehensive benefits package including: Health, dental and vision insurance, paid time off, company paid life insurance, short and long-term disability, 401k, and tuition savings program.
Hybrid loan officer
Remote Job
This hybrid mortgage loan originator position is for our Phoenix retail branch, but allows for remote work with lead gen, CRM, and your very own PA. This means great comp with assistance, lead gen, and the best tech in the industry. If you are looking to double your production then this is the place. Best marketing, LOS, and assistance in the market.
Responsibilities
Reach out and help clients to their needs / goals - Market, advertise, and build your network by giving. The more prequals issued, the more reciprocation from your agents, double your production.
Qualifications
State specific license required along with a minimum of 2 years work experience in the field.
Learn more: *******************************************
Are you a tenacious out-side sales Loan Officer with a passion for construction finance? Ready to take your career to new heights and be part of something truly exciting? Builders Capital, the nation's largest private construction lender, is seeking a dynamic Loan Officer to join our fast-growing team. This is your chance to step into a thriving market at a pivotal moment in our company's growth and bring your expertise to help fuel the future of construction financing.
We're not your typical lender. Builders Capital is at the forefront of innovation in construction finance, and we're looking for a driven professional to help us continue our momentum. Our loan products are in high demand, and with our unmatched support, technology, and resources, you'll have everything you need to succeed.
Why Builders Capital?
Unlimited Earning Potential: With our revamped commission structure for 2024, Loan Officers can earn double the commission, with uncapped earning potential.
Comprehensive Benefits: Builders Capital covers 100% of employee medical insurance premiums.
Work Flexibility: Enjoy a flexible schedule with the option to work remotely and unlimited sales geography across the U.S.
National Impact: You're not confined to a sales territory-you can build your book of business nationwide and work with borrowers or brokers wherever you see opportunity.
Innovative Products & Tools: With our fast, agile in-house operations, cutting-edge technology suite, and creative approach to deal structuring, you'll have everything you need to close deals and build lasting relationships.
What You'll Do:
Drive Outside Sales : Take the lead in outside sales by prospecting, networking, and building relationships with new and existing clients in the construction industry. Cultivate relationships with builders, architects, contractors, and other key industry players to create a steady pipeline of business. Your hustle and ability to establish connections in the field will be key to your success.
Originate a Range of Loan Products: Leverage your expertise to structure and originate a variety of loans including vertical construction, land development, bridge loans, and multifamily financing. You'll bring the right solution to the table for each unique project.
Lead the Process from Start to Finish: From initial outreach to loan structuring, underwriting, approval, and closing, you will be the quarterback of the deal, working closely with our internal teams to ensure smooth and timely loan processing.
Consult and Advise: Provide expert guidance to borrowers on loan structuring, addressing their unique needs and ensuring they receive the best possible service. Your advice will help clients make informed, confident decisions throughout the entire process.
Develop and Execute Your Sales Plan: Build and execute a comprehensive outside sales strategy that includes networking, prospecting, marketing, and client relationship management. Own your success by setting clear goals and executing with precision.
What We're Looking For:
Experience: At least 2 years of experience in construction finance or residential/commercial mortgage lending, with a solid understanding of construction loan structures and processes.
Exceptional Communication Skills: You must be polished, professional, and able to clearly communicate with clients, internal teams, and external partners.
Problem-Solving Ability: We need someone who thinks outside the box to structure solutions that work for clients while mitigating risk.
Team Player: A collaborative mindset is a must. We thrive on cross-team collaboration to deliver the best results for our clients.
High Ethical Standards: Integrity is key to our success. You should have a strong commitment to doing what's best for both the client and the company.
Adaptability: Builders Capital operates in a fast-paced, ever-changing environment, and we need someone who thrives under pressure and is ready to seize opportunities.
Ready to make your next big move? Apply now to be part of a company that's transforming the world of construction financing.
Builders Capital is an Equal Opportunity Employers(EEO) and welcome all qualified applicants. This is a full-time, exempt position. The job description contained herein is not intended to be a comprehensive list of the duties and responsibilities of the position, which may change without notice.
Mortgage Loan Officer
Remote Job
Garden State Mortgage is hiring licensed Mortgage Loan Officers in NJ, PA, FL, and CT!
Are you a mortgage loan officer currently working at a bank or correspondent lender and looking for greater flexibility, higher commissions, better rates, and access to more loan products? GSM is a mortgage broker offering loan officers the tools, support, and compensation structure needed to maximize their potential, and serve their clients to the best of their abilities.
Why Join Garden State Mortgage?
As a mortgage broker, we put YOU in control. Unlike banks and correspondent lenders, we have access to multiple lenders and wholesale rates, meaning you can offer your clients better rates, lower fees, and a wider range of loan products-all while earning more for your hard work.
Advantages of Working as a Mortgage Broker:
✅ Higher Commissions - More competitive payout structure compared to banks and correspondent lenders.
✅ More Loan Products - Access to multiple lenders, allowing you to find the best fit for your clients, including conventional, FHA, VA, jumbo, non-QM, and DSCR loans.
✅ Faster Closings - Our streamlined process and strong lender relationships ensure quick turn times.
✅ Work from Anywhere - Whether you prefer an office environment or remote work, we support flexible work arrangements.
✅ Marketing & Lead Support - Tools and resources to help you grow your business.
✅ Additional bonus and revenue share opportunities.
Who We're Looking For:
We are seeking motivated and experienced mortgage loan officers licensed in New Jersey, Pennsylvania, Florida, or Connecticut who want to take their career to the next level.
Ideal Candidates:
✔ Currently employed at a bank or correspondent lender and looking for more control over their pipeline.
✔ Have an active NMLS license in at least one of the states we serve (NJ, PA, FL, or CT).
✔ Strong self-starter mentality with a track record of closing loans.
✔ Ability to build relationships with realtors, financial advisors, and referral partners.
✔ Excellent communication and customer service skills.
Compensation & Benefits:
💰 Highly competitive commission splits - Earn more per loan than at a bank or correspondent lender, with additional bonus and revenue share opportunities.
🏡 Work remotely or in-office - Set your own schedule and work where you're most productive.
📈 Marketing & lead generation support - We provide tools to help you grow your business.
🔄 Access to top wholesale lenders - Offer your clients the best pricing and fastest turn times.
🚀 Career growth opportunities - Whether you want to build a team or become a top solo producer, we provide the support to help you scale.
Considering your options?
If you're looking for more flexibility, better rates for your clients, top-tier support, and higher earning potential, connect with us for a
confidential
and
discrete
conversation, no strings attached.
CONVENTUS MISSION AND VISION
Conventus Holding Corporation was envisioned and created to reduce the number of economic intermediaries involved in the origination, funding and investment in the $25 billion real estate bridge loan market place. True to the Latin origin of the company's name, “to bring together,” CHC existence and strength is anchored to a business model that removes unnecessary economic intermediates so that it can provide superior pricing and service to its clients. Our competitive edge in executing our mission is assembling, nurturing, and developing a collaborative group of talented individuals. To that end, diversity of experiences, perspectives, skills, and cultures is core to our mission and team.
POSITION
Full-Time, Hourly
LOCATION: This is a remote position; however, you must be physically located in one of the following cities: Portland, OR, Phoenix, AZ, Seattle, WA, or Los Angeles, CA.
As a Conventus Loan Officer, you will be at the core of our revenue generation and the face of Conventus to our customers. We are searching for an ethical, energetic, tenacious, and persistent sales professional who shares our values and vision to source and cultivate new customer relationships to market our expanding suite of loan products. This is a fantastic chance to be a key player in a fast-growing industry with massive opportunity:
Unlimited earning potential and a competitive incentive compensation structure
Broad range of solutions with flexibility to meet your clients' needs and offer customized product offerings
Customized lead generation and marketing to support your business development efforts
Ability to be a key member of our business development team and continue to drive the company's strong national growth
RESPONSIBILITIES
Develop direct relationships with real estate investors and industry leaders within your market to position CHC as a preferred lending partner
Become an expert of our product suite and capabilities
Clearly articulate the different loans that are available to our customers, as well as the terms of each of those services
Maintain a strong and consistent pipeline utilizing both inbound and outbound leads
Support Conventus' strong customer relationship culture through on-going customer contact, quality customer service, and superior product/market knowledge
Propose and provide pricing, terms, and structure loan financing feedback based on thorough assessment of risk considerations in accordance with underwriting and origination guidelines
Perform as a collaborative team member allocating and coordinating workflow with the loan processing team
Attend and represent CHC at relevant events, conferences and networking functions to build trusted relationships and market our products and services as an industry leader
Actively utilize our marketing and social media strategies to grow the CHC brand and drive customer referrals and retention
Correspond with applicants to obtain information for loan applications and answer questions about the process
Review loan agreements to ensure that they are complete and accurate according to policy
Analyze applicants' credit and experience and evaluate properties to determine feasibility of granting loans
Comply with all company policies, procedures, and regulations
QUALIFICATIONS
Skills
Self-starter and ability to grow and manage business in a remote setting
Superior relationship-building skills
Excellent customer service skills and responsiveness
Proficient detail-oriented communicator and listener
Strong written and verbal communication skills
Ability to make and justify sound and rational decisions, including weighing customer desires against Conventus' exposure to loss or fraud
Team Player with the ability to prioritize and meet deadlines
Education and Experience
1-5 years of commercial, consumer, or real estate lending experience
Mortgage loan officer experience preferred, but not required
Bachelor's degree in Finance, Business, Economics, or a related field, preferred, but not required
Mindset and Character
At CHC, we look for future employees who demonstrate the mindset and character of our following core values:
Deliver Extraordinary Client Experience:
Demonstrate unwavering responsiveness and dedication to delighting clients at every touchpoint.
Take Responsibility:
Be proactive, know what you are responsible for, act with integrity and follow through to the end.
Respond with Urgency and Care:
Balance speed with quality, ensuring that every response is both timely and impactful.
Grow Together:
Grow together through a culture of intellectual curiosity, collaboration and celebration.
CONVENTUS BENEFITS
Integrated PTO annually
Health Benefits (Health, Vision, Dental)
Life Insurance Coverage
401(k)
Pre-tax Commuter Benefits
Department: Business Development
Remote Sales Postion - Prata-Wilson OrganizationVirtual
60000-90000
2-10 mon- friday sat 9-1
Actively hiring
Crafting Brighter Futures for Families
At the forefront of specialized financial services, Prata-Wilson Organization helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client.
Role Overview:
As a Remote Sales Postion, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of Prata-Wilson Organization, embodying our values and commitment.
Primary Responsibilities:
Engage with clients to understand their financial goals and concerns.
Present tailored solutions to safeguard their assets effectively.
Maintain a pulse on the industry, ensuring you offer the best and most updated advice.
Foster relationships and ensure our clients always have someone they can turn to.
Why Prata-Wilson Organization?
Remote Work: Enjoy the flexibility of a full-time remote role.
Unlimited Earning Potential: Your dedication determines your earnings.
Company Culture: At Prata-Wilson Organization, we're relaxed, high-energy, and treat every member like family.
Grow with Us: Dive into continuous learning and development opportunities.
Application Process:
1. Submit Your Application: A hiring manager will review your application & resume and get back to you within 24 hours.
2. Schedule Company Overview: Select applicants will be contacted to schedule a position overview, detailing everything you need to know about the job details and your responsibilities. This 20-30 minute session is typically* done virtually for your convenience.
3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. Following the overview you'll be prompted to complete a brief assessment to gauge your understanding and compatibility with the position.
Mortgage Banking Officer (Hybrid/Remote - Karns Branch & Middlebrook Pike Branch)
Remote Job
This position is hybrid/remote: in the Karns Branch or Middlebrook Pike Branch 2 days/week. Additional Branches will be covered remotely. The deadline to apply for this opportunity is April 1, 2025.
Role: The Mortgage Banking Officer is responsible for originating residential first mortgage and equity loans while actively engaging in related business development activities. This position ensures members receive exemplary mortgage loan origination services in alignment with ORNL Federal Credit Union's lending policies, practices, and procedures. Additionally, the Mortgage Banking Officer counsels members, gathers necessary information to evaluate credit applications, and submits loans to underwriting in accordance with established guidelines.
A critical aspect of the role is fostering strong working relationships with retail bank partners, who serve as an extension of the Mortgage team within the branch environment. The Mortgage Banking Officer is responsible for providing education, support, and guidance to branch partners to enhance their growth and development, improving the quality and quantity of referrals and opportunities. This includes networking within branch areas, offering in-person support, and meeting minimum branch standards set by management.
Essential Functions and Responsibilities:
Travels to assigned branch and Call Center locations to originate residential mortgage loans, provide quality service to members and support Marketing initiatives.
Conducts applicant interviews to counsel borrowers on loan products that meet their needs. Analyzes financial data, completes loan applications and sets clear expectations for the loan process, including timelines, disclosures and policies.
Maintains communication with support staff to ensure smooth loan processing. Provides members with updates on their loan status and addresses any questions or concerns.
Facilitates member engagement through branch sponsorships, sales meetings, and seminars (e.g., first-time homebuyer or buyer/seller seminars). Prepares content and acts as a Subject Matter Expert as needed.
Collaborates with processors and closers to gather required documentation and ensure a seamless loan process. Proactively communicates loan status updates to members and other stakeholders, and attends mortgage closings to support members.
Acts as the primary contact for refinance transactions, assign complex loan scenarios (e.g., jumbo loans, 80/10/10) to Mortgage Banking Officers, and directs nonmembers to branch staff to establish membership.
Supports departmental goals by identifying process improvements, enhancing service quality, and increasing efficiency. Aligns efforts with credit union objectives and contribute to a culture of continuous improvement.
Performs additional duties as assigned.
Experience: Two or more years prior experience in the mortgage, consumer lending or commercial banking industry preferably. Familiarity with conventional, and equity loan financing as well as the knowledge of all regulations governing mortgage lending is preferred.
Must pass National NMLS training and obtain NMLS # as well as maintain annual education requirements. Must have and maintain a valid driver's license.
Education: An Associate's degree in a business-related field, or an equivalent combination of education and work experience is required.
The employee must meet and maintain all the requirements as a registered mortgage loan originator employed by a Federally regulated Institution with the Nationwide Mortgage Licensing System and Registry (NMLS). The employee must comply with all provisions of the Act as defined in the Secure and Fair Enforcement of Mortgage Licensing Act of 2008 (S.A.F.E. Act) and credit union S.A.F.E. Act Procedures.
Continuing education via local conferences and workshops and membership in affiliated mortgage banking associations should be established as time and resources allow for updates on federal regulations and secondary market requirements.
Other skills required:
Must be able to generate enthusiasm for all ORNL Federal Credit Union products and services through the cross-selling process. Cross-sells other credit union services.
Support ORNL Federal Credit Union's mission to become the primary financial institution of its members by providing service in an expeditious and courteous manner.
Understand that educating members and informing them of the products and services available is the highest level of service we can provide and the key to accomplishing our mission and goals.
Must have excellent communication skills including presentation skills and should have the ability to interface effectively with members, and potential clients to ensure smooth work flow and provide efficient service to members while staying abreast of changing policies and procedures.
Must be self-disciplined and goal oriented worker with a demonstrated ability to work independently.
Retail Banking Officer
Remote Job
Being a Country Bank team member has a lot of perks! Our competitive total compensation package and comprehensive benefit package include:
Medical, dental and vision insurance, a 401(k) Plan with a generous employer contribution plus match;
Income protection benefits;
Educational assistance and tuition reimbursement benefits;
Remote work and flexible scheduling options;
Generous total paid time off, and more!
Country Bank is a growing mutual community bank with locations in Hampden, Hampshire and Worcester counties. We've focused on
Making a Difference
in the lives of our customers, our communities, and for our team members every day since we were founded in 1850. It is our people that drive our success and create our culture, an inclusive and engaging work environment. We're excited to meet you to talk about our career opportunities and how you can make a difference as a part of our growing Retail Banking team!
About the Job:
We're excited to announce an opportunity for the position of Retail Banking Officer of our
NEW
Longmeadow Banking Center! Under the direction of the Vice President, Regional Manager, this position is responsible for banking center sales, customer growth and the retention of all existing relationships in an assigned market region. Leads the banking center team in contributing to the Bank's overall goals through active participation in sales management, calling programs, community relations and the delivery of exceptional customer service. Oversees all aspects of operations in the banking center, as well as collaborating with Regional Managers to strategize and develop sales plans for designated market locations. Provides strong leadership to develop staff to reach the maximum of their potential.
The hiring range for this position is $70,000 to $95,000.
This position is Full Time, 38 hours weekly.
Essential Duties and Responsibilities (Other Duties May be Assigned):
Oversees all aspects of banking center operations, and aligns all activities and resources to achieve Bank goals. Ensures a consistently positive customer experience at assigned banking center location by leading the banking center team to deliver exceptional customer service and achieve trusted advisor relationships with each customer interaction.
Fosters an active and positive sales culture in the banking center by developing and coaching to sales strategies and initiatives as well as strategic business development plan. Supports sales promotions and promotional campaigns through positive communication and engagement.
Develops new customer relationships by conducting outbound calls, building centers of influence and using additional sales tools to meet established sales and service goals and objectives. Works to expand existing customer relationships through ongoing customer outreach. Responsible for mortgage, commercial loan, cash management, and merchant service referrals to other applicable internal business lines.
Represents the Bank through visible leadership involvement in various community-related activities, board positions and networking opportunities to promote brand awareness and generate and foster new and existing business relationships. This may include extended and or weekend hours.
Ensures effective communication to staff on all policies, procedures, Bank-wide initiatives or operational changes. Facilitates banking center meeting discussions regarding leadership, employee development, product knowledge, sales and goal objectives.
Opens new accounts, conducts all other advanced customer service transactions. Demonstrates sound knowledge of Bank products and services.
Originates and closes consumer and home equity lines of credit loans and Small Business Express loans.
Serves as a subject matter expert in the banking center, including policies, market trends and sales efforts. Attends meetings, training classes, webinars and seminars appropriate to job responsibility to stay current and knowledgeable of banking trends and all Country Bank products and services.
Responsible for running a cash drawer as needed, and maintaining an excellent teller balancing record in compliance with the Bank's established Retail Banking Balancing Standards.
Assists working weekend days in banking center as needed.
Responsible for building long-lasting relationships with customers, community and colleagues through the embodiment of our Core Values: Integrity, Service, Teamwork, Excellence and Prosperity.
Other job duties, as assigned.
Knowledge and Skills
It is required that the employee in this position can manage and lead a team, as well as work both independently to build and deepen customer relationships with internal and external customers. This employee should be able to interpret ideas and facts, while also analyzing and interpreting federal and state laws and/or regulations. This employee should have strong customer service and sales skills, as well as strong written communication skills and the ability to make effective presentations in a group setting.
This position requires intermediate knowledge of the Microsoft Office Suite, including Excel, Outlook, PowerPoint and Word. Strong knowledge of the Finastra core platform and operational processes, procedures and industry best practices is preferred.
Education and Work Experience
A Bachelor's Degree or equivalent work experience is preferred. A minimum of five years' experience in a banking environment is required. At least one year of coaching and supervising others is preferred.
The ability to acquire and maintain a Notary Public license is required. Must maintain active registration with the Nationwide Mortgage Licensing System.
May be required to become a Signature Guarantee/Medallion Stamp certified
Working Conditions/Physical Requirements
This position is in a general Retail Banking Center environment and may require prolonged periods of standing and looking at a computer screen. Minimal physical effort is required but could include: repetitive motion of wrists and fingers; reaching over the counter; talking and hearing; and the ability to lift and/or move up to 50 lbs.
Country Bank is an Equal Opportunity Employer. Diverse applicants encouraged to apply.
Mortgage Banking Consultant
Remote Job
The Oakleaf Group is a mortgage and financial services consulting firm with expertise in risk management and financial modeling for the mortgage and banking industries. Our clients are banks and non-bank mortgage firms, government agencies, law firms, insurance companies, institutional asset managers, and hedge funds.
We differentiate ourselves through our approach to the relationships with our clients. We begin with the belief that each client relationship will be ongoing, spanning multiple projects/engagements. We invest in communication and research to ensure that we fully understand the drivers of every client's short- and long-term success. We align our goals with those of our clients, and we continuously monitor and adjust to ensure that the relationship stays strong.
The Oakleaf Group is seeking a consultant with deep expertise in mortgage banking to advise on the economics of loan origination and compensation structures for loan officers and branch managers. The role includes interpreting compensation agreements, analyzing financial performance, and supporting litigation or arbitration matters involving disputes over compensation or profitability.
The ideal candidate will possess:
Experience analyzing branch profitability, incentive models, and industry benchmarks in both retail and wholesale channels.
Expertise in evaluating the cost of hedging mortgage loan production and valuing mortgage servicing rights (MSRs) is essential.
Strong analytical skills and experience with secondary market execution and MSR valuation methodologies are highly desirable.
Pay Range$300—$350 USD
Compensation & Benefits
The Oakleaf Group offers a competitive compensation based on the candidate's skills and experience. Oakleaf offers healthcare benefits to include health, dental, and vision plans as well as other benefits in accordance with applicable Federal or State law.
Equal Employment Opportunity The Oakleaf Group is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. The Oakleaf Group does not discriminate on the basis of race, ethnicity, religion, sex, color, national origin, age, sexual orientation, gender identify or expression, mental or physical disability, genetic information, veteran status or any other basis prohibited by applicable law. Accommodations Oakleaf is committed to providing equal employment opportunity to all job seekers. Reasonable accommodations for job seekers with disabilities will be provided. Individuals with a disability that are unable to use our online tools to search and/or apply for jobs should email *************************, include "Applicant Accommodation" in the subject line of the email, and specify the assistance needed in the body of the email. Please note that this mailbox is reserved for job seekers who need to request an accommodation to apply for a job. Emails, for any other reason, will not receive a response.
Fiduciary Advisor I - Private Bank
Remote Job
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor I within PNC's Private Bank organization, you will be based in Pittsburgh, PA or Cleveland, OH.
This position also offers the opportunity to work remotely from home within the PNC footprint. Work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations.
If located near Cleveland or Pittsburgh, there is an expectation of working in-office 1 day a month.
The Fiduciary Advisor I is a trusted partner to the more senior Fiduciary Advisors within the PNC Private Bank team and will be supporting and working with Revocable and Irrevocable Trusts.
This role will be assigned to support 3 Advisors, and will be tasked with retaining and building an existing book of business by helping our clients achieve and maintain financial success.
You will ensure that our accounts are administered in accordance with the governing instrument, state law and PNC Policies, Procedures and Processes. You will also interact with the Sr. Advisors and other internal team members to take ownership and provide prompt resolutions on administrative, risk, compliance, and account specific activities. You will also possess a full understanding of the clients/family relationships with the assigned book of business.
The ideal candidate will meet the following qualifications:
- Trust experience
- Experience with client interaction
- Excellent communication skills
This is a remote position. Work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations.
Job Description
Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent. May administer fiduciary accounts. Ensures compliance with all legal and fiduciary regulations, policies and procedures. May manage a book of business.
Delivers the full breadth of the fiduciary platform in order to grow the fiduciary business and assure the highest level of client experience. Administers assigned accounts in accordance with documents, state law, policy and procedure.
Responsible for risk management and the resolution of legal and compliance related issues for assigned accounts. Communicates with clients, solves problems, and escalates anticipated or known client issues/concerns
Customizes customer communications or presentations to provide fiduciary advice to meet client needs for assigned accounts. Prepares and presents appropriate analysis and recommendations for senior management or committee review.
Maintains and grows assets under management by working with clients, beneficiaries and gatekeepers. Meets with clients both on and off bank premises. Identifies other bank products and services as sales opportunities. Prospects for new clients by asking for referrals from existing clients. Cultivates a network through social contacts and community participation and develops a network of external Centers of Influence.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsDecision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk AssessmentsCompetenciesAccount Management, Accuracy and Attention to Detail, Business Development, Effective Communications, Fiduciary Responsibilities, Problem Solving, Selling.Work ExperienceRoles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesNo Required License(s) Pay TransparencyBase Salary: $45,000.00 - $112,450.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 03/21/2025, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Remote Sales Representative - Financial Services
Remote Job
We are hiring a work from home, remote Financial Sales Professional who can meet our clients remotely via phone calls or on Zoom and tailor a plan to our client's financial needs. We work off of a no cold-calling & no door-knocking, proven homeowner leads system backed by mentorship and leadership. The right person for this position has grit, remains teachable, and has a strong 'why' (the reason you tackle new challenges and hard things - who in your life are you doing it for?).
If you are tired of working for someone else's dream and want to take ownership of your career, we may be a good fit for each other. We are searching for the person who wants to control their own income and is diligent to maintain their own schedule. We are looking for a sales consultant who wants freedom with their time and income, with a natural skill set that can be nurtured by having a proven system, company and mentors backing them.
This position is 100 percent commission based with overrides and residuals.
No experience needed, we will train you!!
Work from home, no pants required
Health and Life Insurance Benefits
Uncapped Income with Bonuses
Industry Training + Mentorship
Luxury Trip Incentives
Insurance experience not required
Life, Health, Accident Producer License needed - ask us how we can help you get licensed
Specialist - Foreclosure
Remote Job
Padgett Law Group (PLG) is an elite, full service creditors' rights law firm with practices in Florida, Georgia, Tennessee, Arkansas, Texas, Ohio, Indiana, Pennsylvania, Mississippi, Alabama, and New Jersey. Additionally, PLG offers national bankruptcy, replevin, and loss mitigation services. The firm s practice provides exclusive representation to institutional clients such as lenders, mortgage servicers, credit unions, banks, hedge funds, investors and other financial services industry stakeholders. Leveraging technology in our partnerships with forward-thinking clients gives PLG the ability to focus on the aggressive management and processing of delinquent or under performing loans, providing our clients with an edge when curing or resolving these complex legal matters. In 2019, PLG was recognized by
The M Report
, a leading default services industry publication, as a Top 25 Company to Work For.
?At Padgett Law Group, our mission is simple: to attract and retain the most talented individuals within our industry while delivering high-quality legal services to our clients. We understand our crucial role as our clients strive to provide an ethical and empathetic experience. We contribute to that through our long-standing and recognizable firm culture that is visible during every interaction with PLG and amongst ourselves. At PLG, we stand on our decades-long tradition of merit, respect, hard work, and excellent results, and we use that foundation for every service we provide. As a firm, we believe that our mission can only be truly realized through investment in our core values of People, Precision, and Performance.
At Padgett Law Group, we're not just looking for talented employees to join our growing team. We're looking for leaders who cultivate those around them and contribute to our path forward; we're looking for individuals who appreciate our culture and commit to our shared goals; we're looking for people who want to be more than employees, processors, or paper pushers.
Our vision is to build the most compelling law firm that is home to the industry s best talent, as we are today and as we grow in the future.
What s in it for you? Padgett Law Group believes in investing in our employees and ensuring that they have all the resources necessary to succeed - including a competitive, comprehensive, and valuable benefits package. As a PLG employee, you will receive:
4 weeks of PTO from day one (which increases with tenure)
Paid Parental and Grandparent Leave
7 Paid Company Holidays and your birthday off every year
Full suite of healthcare insurance options including health, dental, vision, STD, LTD, Accident, Critical Illness, Voluntary Life and AD&D coverage, and more
Company-covered Term Life Insurance, AD&D Insurance, and Employee Assistance Program
401k (with company match)
Extensive Training and Development Opportunities
Flexible work schedules including in-office, hybrid, and remote working capabilities
And more!
Position Summary
The Specialist-Foreclosure is responsible for supporting attorneys with the movement of files via communication with the client, initial preparation of documents for attorney review, completion of steps in CaseAware and client systems, and other tasks that may present themselves from time to time.
Essential Duties and Responsibilities
The essential functions include, but are not limited to the following:
Drafting, preparing, assignments, motions, affidavits, and various other legal documents.
Ensuring timely, courteous, and thorough responses to a heavy volume of email correspondence.
Developing and maintaining congenial relationships with business associates and clients.
Providing exceptional customer service to clients at every level of interaction.
Providing support to attorneys in a high volume, time sensitive atmosphere.
Preparation and filing of status updates prior to scheduled hearing
Providing regular and timely client status updates, as well as continual follow-up on outstanding documents and or services.
Review expired Notices of Default and communicate with the client to ensure most updated figures have been received
Monitor for executed client declarations
File client declarations with the court
Minimum Qualifications (Knowledge, Skills, and Abilities)
Experience with client systems such as LPS, Tempo, Vendorscape and others is preferred.
Must have excellent verbal and written communication skills.
Must be committed to providing exceptional customer service.
Ability to communicate courteously and effectively with borrower, clients, attorneys, other internal employees, and outside parties.
Must be able to work with others in a congenial and team-oriented manner.
Must possess exceptional organizational skills; the position requires the ability to multi-task and be adaptable to continual change.
Attention to detail is a must.
High-level proficiency in MS Office suite.
Proficiency in internet research activities.
Good understanding of the legal process surrounding foreclosure preferred
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
Prolonged time sitting at a desk typing, using, and looking at a computer.
Note
This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities.
To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.
Financial Sales Representative - Full-Time
Remote Job
Job Vacancy: Financial Sales Representative
Company Name: Team Unstoppable
Job Type: Full-time
Salary Range: Commission-based
Terms: No prior experience is required, training will be provided.
Specific Terms:
Excellent communication and interpersonal skills
Ability to learn and follow scripts and sales procedures
Must be a resident of the Cincinnati, Ohio area.
Knowledgeable in insurance products, financial planning, and investment strategies
Comfortable with making outbound sales calls and conducting virtual appointments
Willingness to continuously learn and adapt to changes in the industry
Must Obtain a Life Insurance License, training provided
Team Unstoppable, a leading financial services company, is seeking an Insurance Agent/Financial Adviser to join our team in West Chester, Ohio. As an Insurance Agent/Financial Adviser, you will be responsible for providing financial guidance and insurance solutions to help clients achieve their financial goals.
In this role, you will work with a diverse client base and build lasting relationships. You will also have access to a wide range of resources and support to help you succeed, including ongoing training and development programs.
To be successful in this position, you should have excellent communication and interpersonal skills, and the ability to learn and follow scripts and sales procedures. Additionally, you should be knowledgeable in insurance products, financial planning, and investment strategies, and comfortable with making outbound sales calls and conducting in-person appointments.
If you are a life insurance sales professional, a veteran, have experience in sales, marketing, or finance, or just love working with people, apply today.
If you want a unique and rewarding opportunity to work remotely with a winning team, apply now with Team Unstoppable.
We look forward to hearing from you!
Risk Consultant WORK FROM HOME
Remote Job
Join GL:AO Build Meaningful Connections and Grow Your Career
For over 70 years, Globe Life AO has proudly served working-class families by offering life, accident, and supplemental health products designed to protect veterans, labor union members, credit union members, associations, and their families. We are looking for driven representatives to cultivate long-term relationships with clients, meeting them virtually in the comfort of their homes through Zoom consultations.
Why Join Us?
100% Remote Work - Enjoy the freedom to work from home and create your own schedule.
Comprehensive Training Program - Develop your skills with tailored training and ongoing support.
Attractive Commission Structure - Earn competitive commissions, with your efforts directly driving your success.
Bonus Opportunities - Unlock additional income through a rewarding bonus structure.
Weekly Pay - Get paid weekly, based on a recommended schedule to optimize your success.
Full Licensing Support - Receive guidance on obtaining and maintaining insurance credentials.
Flexible Work Arrangements - After training, enjoy a schedule that suits your lifestyle and priorities.
Health Insurance Reimbursement - Prioritize your well-being with reimbursement for medical expenses.
Retirement Plan - Plan for your future with our structured retirement plan.
Renewal Income Opportunities - Earn continuous rewards through policy renewals.
Primary Responsibilities
Conduct Virtual Client Consultations
Meet with clients via Zoom to assess their financial goals and explain policy options.
Provide detailed insights on coverage features, premiums, and tailored solutions.
Deliver Exceptional Customer Service
Address inquiries, assist with policy adjustments, and guide clients through claims processing.
Build Long-Term Client Relationships
Maintain regular follow-ups to review policies, ensure coverage remains aligned with client needs, and offer continuous support.
Ensure Compliance and Maintain Documentation
Adhere to industry regulations and keep accurate records of client interactions and transactions.
Preferred Skills & Qualifications
Excellent Communication Skills - Capable of clearly conveying information and building rapport with clients.
Basic Computer Proficiency - Comfortable navigating digital tools and virtual platforms.
Strong Work Ethic - Self-motivated with a focus on delivering results.
Energetic and Outgoing Personality - Bring enthusiasm and positivity to each client interaction.
Time Management Skills - Effectively manage schedules to maintain productivity and work-life balance.
Leadership Experience - Previous leadership or management experience is a plus.
Globe Life AO is committed to fostering long-term relationships and ensuring the financial security of the families we serve. If you are passionate about helping others and ready to grow your career with a trusted organization, we invite you to apply today and become part of our legacy.
Globe Life AO is an Equal Opportunity Employer.
Please note: This position is open only to U.S. residents and citizens. Applicants must be legally authorized to work in the U.S.
Business Banker
Remote Job
Full-time Description
The Business Banker is responsible for loan, fee, and deposit origination as well as portfolio management within the business banking department calling on companies up to $30 million in revenue. Bilingual preferred.
Duties and Responsibilities:
Adds value as a key member of sales team; understands the business, financials, industry, customers, and strategy. Is responsible for small business and commercial real estate lending.
Manages business development by acquiring new small business banking business by utilizing effective calling techniques and ensuring adherence to SBA standards/processes in order to achieve corporate growth; maintains and develops relationships with centers of influence including, accountants, attorneys, community leaders, professional and/or social organizations; attends networking, charity, and corporate functions for prospecting and establishment of relationships. The business banker is responsible for bringing deposit accounts to the bank in the form of checking, savings and certificates of deposits, etc.
Works closely with other departments to handle client service issues and to cross sell other bank products; handles high level executive account and loan requests to reinforce extraordinary service levels. Must have an excellent understanding of the bank's products to effectively cross sell.
Manages portfolios and underwriting by coordinating with clients on accounts and other issues related to the business relationships; works with commercial team members to facilitate credit application process, perform site visits, works with underwriter to obtain decisions, and works with underwriting to perform annual reviews of assigned portfolio; identifies, evaluates, structures and documents commercial credit transactions to ensure maximum profitability with reasonable risk; monitors credit quality within assigned portfolios and takes action as appropriate.
Represents the bank in civic and community functions to further enhance the bank's visibility while increasing business development; acts as a mentor to credit analysts, portfolio managers, or less experienced relationship officers.
Attends training to continually improve sales and presentation skills, SBA knowledge, treasury management knowledge, and investment product knowledge.
Manages service providers and vendors effectively; structures relationships with service providers in a strategic manner; sets expectations; develops performance metrics; measures vendor performance, provides feedback and holds accountable.
Complies with all applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.
Other duties as required.
The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. All job descriptions may be amended at any time at the sole discretion of Warsaw Federal.
Requirements
Qualifications and Skills:
3 to 5 years of sales experience is required.
Experience in commercial lending is preferred.
Experience in SBA lending laws, regulations, and guidelines is preferred.
Experience in financial services or banking is preferred.
Bachelor's degree in business or related field or commensurate experience is required; Master's degree is preferred.
Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Cleartouch and CRM software is preferred.
Necessary competencies:
Resilience
Communication
Service Orientation
Interpersonal Awareness
Business Acumen
Decisiveness
Leads Courageously
Organizational Skills
Physical Environment
The employee must occasionally lift and/or move up to 25 pounds.
The noise level in the work environment is usually quiet to moderate.
This position is performed in a mixed setting which includes branch locations, local travel, customer business locations and remote work.
Hours will vary but typical work week is five days a week with typical work hours being 8.00a through 5.00p.
First Mutual Holding Co. and First Federal Lakewood is an Equal Opportunity Employer. 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. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.
REMOTE Title Foreclosure Specialist, Vylla
Remote Job
Come join our amazing team and work remote from home!
The Title Foreclosure Specialist will be responsible for taking foreclosure abstract orders from the lender and preparing an abstractor report using partners. Preform a quality control on all files before sending to foreclosure attorney and lender. Update files as requested and also perform searches. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. The Target Pay range for this position is $20.00 to $30.00.
What you'll do:
Monitor assigned foreclosure e-mail box.
Order requested foreclosure abstracts from stated company partner(s) and update per attorney request.
Perform quality control evaluation once foreclosure abstract is received and before completed product is sent to client.
Determine if a file is acceptable.
Monitor vendor turnaround times for counseling and process improvements.
Perform other duties as assigned.
What you'll need:
High School diploma or equivalent work experience.
Two (2) to five (5) years' title, settlement services or mortgage experience.
State title / escrow license preferred.
Intermediate skills in Microsoft Suite - Word, Excel, etc.
Intermediate skills in Equator and RamQuest.
Intermediate industry related skills.
Ability to understand, remember, and apply oral and/or written instructions or other information.
Ability to understand, remember, and communicate routine, factual information.
Ability to understand complex problems and to collaborate and explore alternative solutions.
Ability to understand opposing points of view on highly complex issues and to negotiate and integrate different viewpoints.
Ability to apply common sense in performing job.
Ability to make decisions that have moderate impact on the immediate work unit.
Ability to organize and prioritize own work schedule on sort-term basis (longer than one month).
Ability to add, subtract, multiply, divide and to record, balance, and check results for accuracy.
Ability to understand and follow basic instructions and guidelines.
Ability to complete routine forms, use existing form letters, and/or conduct routine oral communication
Ability to compose letters, outlines, memoranda, and basic reports and/or to orally communicate technical information.
Ability to communicate with individuals utilizing a telephone; requires ability to hear and speak effectively on the telephone.
Ability to express or exchange ideas by means of the spoken word, communicating orally with others accurately, audibly and quickly.
Our Company:
Vylla Title, LLC is part of The Carrington Companies. We are a full service title agent committed to providing the highest level of service. Our national footprint and full-service model offer a truly progressive approach to managing transactions and creating extraordinary experiences every step of the way. We offer a broad array of services for residential and commercial transactions, with years of expertise to serve many unique client needs.We love what we do and offer an exceptional place to work where you can be part of a strong team. That's why we say we're not just a team, but a “Vyllage.” Accelerate your career and join our Vyllage today! To read more visit: *******************
What We Offer:
Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.
Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
Customized training programs to help you advance your career.
Employee referral bonuses so you'll get paid to help Carrington and Vylla grow.
Educational Reimbursement.
Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org.
Notice to all applicants: Vylla does not do interviews or make offers via text or chat.
$500 sign-on bonus! Bonus Terms: * Must be employed at the time of the payout. * $250 payout will occur on the next appropriate payroll following DayOne Orientation. * Second $250 payout will occur after 180-day review if performance expectations are being met.
Eligible for remote work options after satisfactory completion of 180-days onsite in Iowa City, IA
Small enough to care. Big enough to deliver.
Is responsible for proactive retail support/services/sales activities of telephone customer service by providing a one-stop shop approach. Provides effective, efficient and consistent service, which enhances the profitability of the bank's services to all customers. Assumes the responsibility of assisting customers with problems and/or inquiries regarding various accounts, electronic banking services, fraud and the sale of various retail products. Performs other related operational tasks associated with the department. Interacts with all MidWestOne Bank offices and departments in order to service the customer and exceed their expectations.
Responsibilities
* Properly identifies customers over the telephone and answers questions, researches problems and performs various operational duties concerning:
* Deposit accounts
* Transaction information
* Electronic banking assistance, including online banking, mobile banking, and Bill Pay log-in troubleshooting.
* Fraud - electronic, ACH or paper
* Account transfers
* Debit card questions
* Wire transfers
* Stop payments
* Other items as needed
* Promotes a "one-stop-shop" approach to assist internal and external customers with their needs.
* Handles customer service complaints or situations through effective problem solving techniques.
* Promotes quality customer service to both internal and external customers and promotes teamwork among other bank departments and offices through the use of referrals and support services.
* Processes mail requests from customers such as change of address requests or other miscellaneous requests.
* Responsible for online customer channels, including Secure Contact message and instant chat services.
* Responsible for reviewing mobile deposits.
* Forwards faxes that come into the bank's main fax line to the proper individual.
* Responds to messages left in the bank's main voice mailbox.
* Accepts and processes garnishments and levies served by law enforcement officials.
* Processes returned mail.
* Monitors invoices for Deluxe check orders.
* Prepares certified letters.
* Performs general word processing duties associated with customer correspondence and operational duties.
* Employees are responsible for knowledge and application of banking laws, rules, regulations, prescribed practices, and ethical standards that are applicable to their position.
Qualifications
* One year certificate from college or technical school; or three to six months related experience and/or training; or equivalent combination of education and experience.
Created By : Compensation Range
The Perks!
* Competitive base compensation with additional performance-based incentives (incentives vary depending on role)
* Career development and continuous learning opportunities
* Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more
* 100% vested 401(k) Retirement Plan with company match
* Medical, Dental, and Vision insurance
* Flex spending plan & Health savings accounts with employer contribution
* Student Loan Debt Reduction Program
* Employee Stock Ownership Plan
* Employer provided group life insurance with option to purchase additional life insurance for you and your family members
* Employer provided long term and short term disability insurance
* Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity
* Wellness Program
* Free banking services and other financial services discounts
* Take Your Dog to Work Day in June
* Employee Rally Day- a day of celebration and recognition!
RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve.
Let's build something great, together.
$500 sign-on bonus!
Bonus Terms:
Must be employed at the time of the payout.
$250 payout will occur on the next appropriate payroll following DayOne Orientation.
Second $250 payout will occur after 180-day review if performance expectations are being met.
Eligible for remote work options after satisfactory completion of 180-days onsite in Iowa City, IA
Small enough to care. Big enough to deliver.
Is responsible for proactive retail support/services/sales activities of telephone customer service by providing a one-stop shop approach. Provides effective, efficient and consistent service, which enhances the profitability of the bank's services to all customers. Assumes the responsibility of assisting customers with problems and/or inquiries regarding various accounts, electronic banking services, fraud and the sale of various retail products. Performs other related operational tasks associated with the department. Interacts with all MidWestOne Bank offices and departments in order to service the customer and exceed their expectations.
Responsibilities
Properly identifies customers over the telephone and answers questions, researches problems and performs various operational duties concerning:
Deposit accounts
Transaction information
Electronic banking assistance, including online banking, mobile banking, and Bill Pay log-in troubleshooting.
Fraud - electronic, ACH or paper
Account transfers
Debit card questions
Wire transfers
Stop payments
Other items as needed
Promotes a “one-stop-shop” approach to assist internal and external customers with their needs.
Handles customer service complaints or situations through effective problem solving techniques.
Promotes quality customer service to both internal and external customers and promotes teamwork among other bank departments and offices through the use of referrals and support services.
Processes mail requests from customers such as change of address requests or other miscellaneous requests.
Responsible for online customer channels, including Secure Contact message and instant chat services.
Responsible for reviewing mobile deposits.
Forwards faxes that come into the bank's main fax line to the proper individual.
Responds to messages left in the bank's main voice mailbox.
Accepts and processes garnishments and levies served by law enforcement officials.
Processes returned mail.
Monitors invoices for Deluxe check orders.
Prepares certified letters.
Performs general word processing duties associated with customer correspondence and operational duties.
Employees are responsible for knowledge and application of banking laws, rules, regulations, prescribed practices, and ethical standards that are applicable to their position.
Qualifications
One year certificate from college or technical school; or three to six months related experience and/or training; or equivalent combination of education and experience.
The Perks!
Competitive base compensation with additional performance-based incentives (incentives vary depending on role)
Career development and continuous learning opportunities
Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more
100% vested 401(k) Retirement Plan with company match
Medical, Dental, and Vision insurance
Flex spending plan & Health savings accounts with employer contribution
Student Loan Debt Reduction Program
Employee Stock Ownership Plan
Employer provided group life insurance with option to purchase additional life insurance for you and your family members
Employer provided long term and short term disability insurance
Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity
Wellness Program
Free banking services and other financial services discounts
Take Your Dog to Work Day in June
Employee Rally Day- a day of celebration and recognition!
RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve.
Let's build something great, together.
Digital Banking Specialist
Remote Job
At Stearns Bank, we're helping people, entrepreneurs, small businesses, and local communities nationwide reach their full financial potential. Sound like something you want to be a part of? If so, we're currently looking for a Digital Banking Specialist to join our team! This is a fully REMOTE position.
Come see how we're doing business unusual and charting our own path to reimagine a more inclusive financial services and banking ecosystem for all.
Benefits
Stearns Bank understands and respects that everyone is managing unique career, family, and wellness needs. That's why we offer industry-leading benefits to employees to help them live healthy lives and bring their full selves to work every day. Benefits may vary for part-time positions. Some of those benefits include:
Employee Stock Ownership Plan & 401k Plan with Employer Match
Healthcare (Medical, Dental, Vision, Telehealth, Life insurance)
12-week Paid Medical Leave
Paid Parental Leave: 21-weeks Primary Care Parent, 14-weeks Secondary Care Parent
$5,000 Family Care Reimbursement
Childcare, Elder Care, Student Loan Debt, Pet expenses, down payment assistance
$1,000 Self Improvement Allowance
PTO from 13 to 23 days depending on tenure. Cashout and Carryover options.
10 Days Sick Time
11 Paid Holidays
4 Days Volunteer Time
2 Days Self Allowance Time
Tuition Assistance
For this position, we anticipate an hourly rate between $24.00-$26.00. Final employment offers will be dependent upon the selected candidate's relevant qualifications and experience.
JOB SUMMARY
Provide outstanding customer service and support of all Electronic Banking products and services, including Online Banking, Mobile Banking, Voice Banking, ACH Origination online, Merchant Processing, Remote Deposit Capture, and eStatements including all cash management components. Provide support to our consumer and business customers as well as our Retail and Lending departments. The successful candidate will be a great teammate with a positive demeanor and be comfortable in a changing environment.
RESPONSIBILITIES
Assist our personal and business customers on the phone or online when they get locked out of their online banking accounts and need password resets.
Assist customers to ensure they are using the accurate browser for their electronic device(s).
Respond to customers' email inquiries in a timely manner, that are received from Online Banking and our website.
Support customer online account opening processes.
Provide support to our consumers that use Online and Mobile Banking, Mobile Deposit and Bill Pay.
Provide support to our business customers with Cash Management Services such as Wire transfers and ACH originations online, Bill Pay, Remote Deposit Capture and Autobooks.
Review maintenance reports to ensure accuracy of the Online Banking registrations.
Handle the installation, maintenance, and support of all Cash Management Systems: Online Banking and Remote Deposit Capture.
Ensure all authorizations, agreements, and contracts are in place and maintained.
Review mobile deposit for accuracy and approve daily.
Monitor Welcome and E-Statement inbox.
Process online wires.
Process Wires, ACH and Microdeposits for Stearns Bank and affiliates.
Complete the closed account, maintenance and host failed reports.
Complete all M-Files assignments in a timely manner.
Ensure Disaster Recovery Forms and Procedures are up-to-date and available.
Support Electronic Banking Officer in other duties as assigned and provide backup within the Electronic Banking Department as needed.
Maintain a solid understanding of all legal and regulatory compliance issues as they pertain to this position.
Assume additional responsibilities as requested.
Loss prevention and security as applicable for this position. REQUIREMENTS
Occasionally lift and/or move up to 25 lbs.
Ability to understand and follow instructions in English.
Ability to sit for extended periods of time, twist, bend, sit, walk use hands to twist, handle or feel objects, tools, or controls, such as computer mouse, computer keyboard, calculator, stapler, telephone, staple puller, etc., reach with hands and arms, balance, stoop, kneel, talk, or hear.
Specific vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.
QUALIFICATIONS
Associates Degree or equivalent from a two-year college or technical school; or one to two years related experience; or equivalent combination of education and experience.
Familiarity with basic accounting principles and electronic banking products and services.
Excellent oral and written communication skills.
Able to accept and adapt to change in a fast-paced environment.
Detail oriented and well organized.
Flexible and willing to learn how to navigate new software systems and attend training.
PREFERRED QUALIFICATIONS
Working knowledge of Fiserv, Microsoft Office, Internet, and other related software helpful.
Prior ACH Origination and Banking experience.
THE COMPANY
Founded in 1912, Stearns Financial Services Inc. (SFSI) is a $3.2 billion, independently owned financial institution with locations in Minnesota, Florida and Arizona, and over 35,000 small business customers nationwide. Specializing in affordable housing financing, USDA and SBA lending, and small business and equipment financing, Stearns Bank is regularly recognized as one of the country's top-performing banks and “Best Banks to Work For” by American Banker.
As a Star Tribune Top Workplaces award recipient and an award recipient of the Minnesota Business Magazine 100 Best Places to Work in Minnesota, Stearns takes pride in their team and holds their employees in extremely high regard. We offer a competitive salary and benefit package including our Employee Stock Ownership Program-one of the best long-term incentive programs in the nation. To learn more about Stearns Bank, visit www. StearnsBank.com
EQUAL OPPORTUNITY EMPLOYER /AFFIRMATIVE ACTION PLAN
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, or creed, religion, sex, marital status, familial status, sexual orientation, national origin, age, disability, veteran's status, status with regard to public assistance, or any other class protected by Federal, State, local laws governing nondiscrimination in employment.
Digital Banking Specialist
Remote Job
Recognized by the city of Alexandria as a Gold Employer, the State Department Federal Credit Union (SDFCU) is dedicated to providing outstanding opportunities and professional development. Headquartered in Alexandria, VA, with assets exceeding $2.9 billion, we understand that our success is driven by our talented team members.
At SDFCU, we are committed to attracting and retaining top talent to ensure our continued success. Our tradition of exceptional service extends not only to our members but also to our employees. Through comprehensive internal training and workshops, we nurture professional strengths and provide ample opportunities for career advancement. Are you ready to join our dynamic team? We offer competitive salaries, exceptional health, dental, and vision insurance within the first 30 days of employment, a matched 401(K) plan with up to 4% SDFCU contribution, and much more.
Benefits and Perks of SDFCU Include:
Diversity and Inclusion: Work in an environment that values and respects all team members
Paid Holidays: Enjoy 12 paid holidays a year, including your birthday
Flexible Work Options: Potential work-from-home options after the introductory period
Generous Paid Time Off: Ample vacation and personal days to maintain a health work-life balance
Tuition Reimbursement: Support for your ongoing education and career development
Commute/Parking Incentives: Financial incentives for your daily commute
Comprehensive Insurance: Access to excellent medical, dental, and vision insurance packages
Gym Reimbursement: Stay healthy with our gym membership reimbursement program
Team Bonding: Participate in company and team bonding events that foster a collaborative work environment
Join us at SDFCU and be part of a team that values excellence, innovation, and professional growth.
SDFCU is seeking a Digital Banking Specialist to enhance SDFCU's digital banking experience by managing digital engagement strategies, driving adoption, and ensuring the reliability and security of digital products. This position collaborates closely with internal teams and external partners to implement and optimize digital banking solutions, aligning with industry best practices and regulatory standards. The ideal candidate is a proactive problem-solver with strong technical knowledge and a member-centric approach.
ESSENTIAL DUTIES/RESPONSIBILITIES
1. Digital Banking Operations & Product Management
Oversee the lifecycle of digital banking products, ensuring scalability, reliability, and flexibility to meet evolving member needs
Work cross-functionally with internal teams and third-party vendors to define technical requirements, implement solutions, and drive digital product innovation
Regularly monitor and analyze digital banking performance member adoption, and feedback to enhance user experience and engagement
Serve as a subject matter expert (SME) on digital banking services, providing support for escalated member inquiries and troubleshooting issues efficiently
2. Security & Compliance
Develop and implement security strategies, policies, and procedures to safeguard member information and digital assets
Lead digital banking incident response efforts and contribute to the development of disaster recovery and business continuity plans
Conduct security assessments and vulnerability scans, identifying and mitigating risks associated with digital services and infrastructure
Ensure digital banking compliance with industry regulations, data privacy laws, and credit union policies
Lead audits and assessments to validate security measures and recommend necessary improvements
3. Member & Employee Support
Provide digital banking training to internal teams to enhance product knowledge and support capabilities
Assist members with troubleshooting digital banking issues, including online banking access, mobile app navigation, and transaction disputes
Coordinate department meetings and training sessions to ensure SDFCU teams remain updated on digital banking developments
4. Documentation & Reporting
Maintain an organized digital repository for contracts, agreements, and regulatory documents, ensuring version control and compliance
Generate and review reports on digital banking usage, fraud trends, and system performance to drive data-driven decision-making
Document internal procedures related to digital banking operations and security best practices
REQUIRED SKILLS AND COMPETENCIES
Minimum of five years of digital banking experience at a financial institution and/or fintech
Bachelor's degree in Computer Science, Business or a related field preferred (or equivalent work experience)
Working knowledge of core banking systems, particularly Symitar
Familiarity with digital banking platforms, such as Lumin's Admin Platform (preferred), Jack Henry's Symitar, Zelle, FIS Bill Pay, Ensenta, and other digital money movement solutions
Strong analytical and critical thinking skills for troubleshooting digital banking issues and improving operational efficiency
Proficiency in Microsoft Office Suite and data reporting tools
Excellent verbal and written communication skills, with the ability to explain technical concepts to non-technical users
Strong problem solving skills with a detail-oriented and resourceful mindset
Professional demeanor with the ability to handle sensitive member interactions with tact and diplomacy
Ability to work independently, manage multiple tasks, and met deadlines with minimal supervision