CDL-A Owner Operator - 2yrs EXP Required - OTR - Ameri-Co Carriers
Tulsa, OK Job
Looking to Partner with Owner Operators - Long Haul Freight.
Proud to be a 100% Owner Operator Fleet
CDL-A Owner Operators and Fleet Owners
Leasing to Ameri-Co Carriers is not just another job. Let us show you how your days with us will be the most successful ones!
Short and Long Runs covering East to West, North to South and Midwest Regions.
We have many options for our Regional and OTR Owner Operators to choose from - drive the routes you love when you partner with Ameri-Co!
Regional and Long Haul Opportunities:
Gross Pay for Regional Drivers BEFORE Deductions: $3,000-$4,000
Gross Pay for Long Haul Drivers BEFORE Deductions: $5,000-$6,000
Some Benefits of partnering with Ameri-Co include:
$4,000 Sign On Bonus
100% Owner Operator fleet
Financially sound company with steady work year-round
High retention rate
Several of our Drivers have been with us for more than 30 years
Ameri-Co's top two Owner Operators have surpassed 4 million miles with us, so the possibilities are endless!!
No forced dispatch
Flexible Schedules to fit your needs and lifestyle
Regional - Home every weekend
Long Haul - Average 8-10 days out (or longer - your choice!)
Rider passes available at no cost to you
Fleet Advance
Accident Plan
Discounts with major tire companies
All Tolls Paid
DOT Physicals paid
Fuel Cards (EFS fuel discount program)
PrePass
Qualcomm equipment provided at no cost ($25/month usage fee)
We Provide:
Competitive compensation package
Exceptional mileage rate paid on ALL miles, loaded and empty (PLUS Fuel Surcharge)
Weekly direct deposit settlements
Safe driving awards and incentives
Quarterly Safety Bonuses
Referral Bonuses
Insurance and Plates:
Ameri-Co joined the Independent Truckers Group as an option to obtain affordable Health Care Benefits
Convenient settlement deductions offered to assist with your vehicle-related insurance purchases
Base Plate Incentive Program (We pay up front)
Ameri-Co believes in maintaining a small company atmosphere and strives to provide the best working conditions and a profitable compensation program.
Qualifications:
Must own semitruck
Must be willing to run under Ameri-Co authority
Minimum 23 years of age
At least two (2) full years of verifiable interstate driving in the past three (3) years
Your truck must be EROD compatible; 2000 build date or newer
Driving experience needs to be with the type of equipment you will be operating
Flatbed Cargo Securement and Tarping experience, if operating Flatbeds
As a wholly owned subsidiary of Minerals Technologies Inc., Ameri-Co Carriers is a leading truckload carrier headquartered in Scottsbluff, NE. Ameri-Co not only recognizes our Owner Operators, but we also show our appreciation to our partners every single day. Our freight is consistent, our lanes are more desirable, and we strive to dispatch trucks that meet your comfort level while providing the right amount of weekly miles you request.
Ameri-Co Carriers is a 100% Owner Operator company. We pride ourselves in partnering with Owner Operators because they have an impressive reputation for safety and reliability.
Vice President of Mortgage Lending
Oklahoma City, OK Job
Company Detail
Allegiance Federal Credit Union has been serving Oklahomans since 1963. The credit union has grown to four branches, supporting more than 24,000 members. In 1995 the credit union lost over half of its staff in the Oklahoma City bombing. Since that event, the credit union has learned the tough lessons of loss and adversity. But over time, they rebuilt the credit union on stronger bonds, stronger unity, and stronger ideals. At Allegiance Federal Credit Union, financial freedom is about more than money. It's also about having a financial institution you can trust. The credit union offers a full suite of deposit and loan products. Membership is open to anyone who resides, works, worships, or attends school in one of the following Oklahoma counties: Canadian, Cleveland, Grady, Lincoln, Logan, McClain, Oklahoma, and Pottawatomie.
Position Detail
With $355 million in assets, Allegiance Federal Credit Union, located in Oklahoma City, Oklahoma is currently in search of a lending executive to serve as their Vice President of Mortgage Lending. Reporting directly to the Chief Lending Officer, the incoming lending executive will be responsible for leading and growing the mortgage loan portfolio consisting of approximately $120 million in loans. Primary responsibilities will be to evaluate and enhance the technologies used in the mortgage lending operation, expand the mortgage loan product line, and provide leadership to the in-house mortgage lending team. The ideal candidate will have a background in mortgage lending to include first and second mortgages, HELOCs, and secondary marketing. Additionally, the ideal candidate will have proven leadership skills in the areas of loan production, underwriting, and loan servicing. Five plus years of experience leading mortgage operations is required.
Credit Administration and Lending Compliance Manager
Tulsa, OK Job
Job Summary: Supervise Credit Administration staff. Responsible for all lending-related compliance functions, including HMDA-LAR reporting and fair lending.
Responsibilities:
Supervise Credit Administration staff which is responsible for:
Preparing loan documents on commercial and consumer loans and letters of credit issued by the bank
Reviewing loan documents (pre- and post-funding) for compliance with policy and regulations
Booking and funding of all loans
Set-up and tracking of all exceptions or recurring documentation requirements and covenant measurements
Recording of all documents which are filed with public officials (mortgages, UCCs)
Maintaining imaged credit/collateral files, including the process of scanning all documentation and monitoring retention requirements
Proper coding of all loans to ensure accurate reporting
Processing of all loan payments and advances; including loans participated with other banks
Preparing monthly SBA report and remittance of fees
Manage escrow accounts including annual analysis, disbursements and reconciliation with general ledger
Preparing and distributing various reports used by management and the accounting department in preparing the Call Report
Overseeing, maintaining, and delegating departmental task list
Maintaining all lending-related general ledger accounts.
Advise and train all lending staff on documentation and regulatory issues.
Responsible for all loan-related compliance functions, including monitoring, training, policy creation, implementation and periodic review for compliance.
Gather and input information to HMDA-LAR for submission to regulators.
Maintain and update all Fair Lending policies and procedures.
Skills
Ability to maintain and comprehend internal/external regulations, policies and procedures, including but not limited to Truth in Lending, HMDA, Fair Lending, CRA, ECOA, BSA/CIP, FDPA, FCRA, Military Lending, SCRA, and SAFE.
Fiserv Software Experience preferred
LaserPro or other loan production software experience
T.R.I.D. Disclosure Preparation Experience
Proven working experience in a loan processor and/or loan operations role
Thorough knowledge of various city, county, and state filing requirements.
MS Office Suite experience.
Excellent communication skills
Detail oriented with good organizational skills
Ability to maintain composure under pressure.
Ability to work well with others.
Qualifications
Lending-related Compliance: 5+ years required
Loan Processing: 1-3 years (Preferred)
Loan Operations: 1-3 years (Preferred)
Supervisor Experience 1-3 years (Preferred)
High school or equivalent (Preferred)
AAP/EEO Statement
FNBBA is an equal opportunity employer. This means FNBBA will not discriminate in any of its employment practices on the basis of sex, age, race, color, mental or physical disability, national origin, religion, sexual orientation, marital or veteran's status, or other legally protected status. All employees have the responsibility to adhere to this policy and to use all efforts to further its implementation.
Financial Advisor - Career Change Opportunity
Pryor Creek, OK Job
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Retention & Expansion (Cross-sell) (Manager)
Tulsa, OK Job
Grant Thornton is seeking a Retention & Expansion (Cross-sell) (Manager) to join the team. Approved office locations can be found below. As the Retention & Expansion Experience Manager in our Connected Sales & Marketing function, you will get the opportunity to design and optimize post-sale client experiences during the retention & expansion phase of our client journey. You will be responsible for designing end-to-end client-centric experiences that are intuitive, thoughtful, pragmatic, and follow UI/UX design best practices. You'll design these experiences using the direct perspectives of external clients and internal clients (including firm leadership, staff, etc.). You'll collaborate with cross-functional teams to translate designs into technical requirements to implement and deliver the experience. From day one, you'll be empowered by our collaborative culture and platforms to create meaningful experiences that resonate with clients and deliver measurable business outcomes.
Your Day-to-Day May Include:
+ Leading the design of end-to-end experiences for the retention & expansion stage (post-sales)
+ Analyzing customer insights (from external and internal clients) and behavioral data to identify pain points and opportunities for experience optimization
+ Creating user flows, journey maps, and experience specifications that guide implementation across platforms
+ Soliciting feedback and updating design iterations
+ Translating complex business requirements into intuitive, brand-aligned experience solutions and technical requirements
+ Partnering with Platform teams, Analytics, or others to translate experience designs into technical requirements for web, CRM, marketing automation, third-party platforms, etc.
+ Collaborating with Experience counterparts to ensure seamless transitions and integration across the full client lifecycle
+ Communicating experience to business stakeholders through intuitive presentations and consumable deliverables
+ Staying current on industry best practices and emerging trends in B2B client experience design
+ Other duties as assigned
You Have the Following Technical Skills and Qualifications:
+ Bachelor's degree in Marketing, Business, CX Design, or related field; MBA or Master's degree preferred
+ 4-6 years of experience in client/customer experience design, digital marketing, or strategy consulting
+ Demonstrated expertise in journey mapping, service design, and user experience methodologies
+ Strong understanding of marketing technology platforms including CRM, marketing automation, and content management systems
+ Experience with data analysis and using insights to drive experience improvements
+ Excellent communication skills with the ability to translate complex concepts for diverse audiences
+ Exceptional project management capabilities and attention to detail
+ Strong leadership skills with experience managing small teams and influencing cross-functional partners
+ Strategic thinking with the ability to align experience designs to business objectives
+ Can travel as needed
The base salary range for this position in the firm's Chicago, IL, Downers Grove, IL, Denver, CO and Baltimore, MD offices only is between $104,000 and $156,000 per year.
The base salary range for this position in the firm's Washington, DC, Bellevue, WA, Los Angeles, CA, Newport Beach, CA San Diego, CA, and New York, NY offices only is between $112,300 and $168,500 per year.
The base salary range for this position in the firm's San Francisco, CA and San Jose, CA offices only is between $119,600 and $179,400 per year.
About Us
At Grant Thornton, we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It's what makes us different, and we think being different makes us better.
In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services.
In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets.
About the Team
The team you're about to join is ready to help you thrive. Here's how:
- Whether it's your work location, weekly schedule, or flex time off, we empower you with the options to work in the way that best serves your clients and your life. Consistent with the firm's hybrid work model, this position will require in-person attendance at least two days per week, either at a GT office or client site.
- Here, you are supported to prioritize your overall well-being through work-life integration options that work best for you and those in your household.
- We understand that your needs, responsibilities and experiences are different - and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. See how at ******************
- When it comes to inclusion, we are committed to doing more than checking boxes. Explore all the ways we're taking action for diversity, equity & inclusion at ******************
Here's what you can expect next:
If you apply and are selected to interview, a Grant Thornton team member will reach out to you to schedule a time to connect. We encourage you to also check out other roles that may be a good fit for you or get to know us a little bit better at ******************.
Benefits:
We understand that your needs, responsibilities and experiences are different, and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. For an overview of our benefit offerings, please visit: **********************************************************
+ Benefits for internship positions: Grant Thornton interns are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Interns also receive a minimum of 72 hours of paid sick leave and are paid for firm holidays that fall within their internship period.
+ Benefits for seasonal employee positions: Grant Thornton seasonal employees are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Seasonal employees may also be eligible to participate in the firm's 401(k) savings plan and employee retirement plan in accordance with applicable plan terms and eligibility requirements. Seasonal employees receive a minimum of 72 hours of paid sick leave.
Grant Thornton employees may be eligible for a discretionary, annual bonus based on individual and firm performance, subject to the terms, conditions and eligibility criteria of the applicable bonus plan or program. Interns and seasonal employees are not eligible for bonus compensation.
Additional Details:
It is the policy of Grant Thornton to promote equal employment opportunities. All personnel decisions (including, but not limited to, recruiting, hiring, training, working conditions, promotion, transfer, compensation, benefits, evaluations, and termination) are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy-related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition or any other characteristic protected by applicable federal, state, or local law.
Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of Grant Thornton to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. To make an accommodation request, please contact ************.
For Los Angeles Applicants only: We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
Sales and Marketing Representative
Oklahoma City, OK Job
Responsibilities include: · Manage promotions and marketing on behalf of our client · Coordinate daily promotional activities · Ensure marketing practices are successful from beginning to end · Responsible for setting up appointments and meeting with clients' potential and existing customers
· Maintain regular and effective communication
· Develop and train new team members and advise management on marketing strategies
· Being a brand ambassador for the company and always representing the brand positively.
· Reporting to management on sales numbers and activities
Qualifications
Qualifications:
· Previous experience in a retail/customer service setting
· High School completed, pursuing a Bachelor's degree
· Ability to work well under pressure
· Ability to work in a fast-paced, competitive environment
· Ability to multi-task
· Strong leadership skills
· Excellent communication skills
· Reliable
· Positive attitude and self motivated
· Works well with minimum supervision
· Outgoing and extroverted
Additional Information
This is not a remote position.
All your information will be kept confidential according to EEO guidelines.
Peer Mentors (Upward Bound)
Oklahoma City, OK Job
Details
Req ID:
req19363
Position Title:
Peer Mentors (Upward Bound)
Position Type:
Temporary/Seasonal
Position Number:
FV9979
OSU Campus:
Oklahoma City
Department:
Upward Bound
Location Address:
900 N Portland Ave, Oklahoma City, OK 73107 USA
Hiring Supervisor:
Donovan Kelso
Hiring Range:
(Contingent upon available funding):
12.00 - 15.00, Hourly
Work Schedule:
Varies, some includes evenings and weekends
Faculty Appt Period:
Job Summary:
Job Summary:
The Peer Mentor position will provide supervision to the Upward Bound participants during the Summer Instructional Component. Main duties will include the encouragement of participants, assist where needed inside the classroom or office, and serve as positive mentor to the students.
Essential Job Functions:
Assist participants in achieving success in high school and post-secondary. Leading participants towards enrollment and completion of a post-secondary degree.
Be a mentor and role model for participants.
Possess discipline-specific knowledge in subject matter.
Supervise or assist with student activities in the classroom, lab, events and field trips.
Assist with other duties as assigned by the director.
Maintain a positive learning environment using guidelines set forth in the UB Staff and Student Handbook.
Observe and comply with state law, Federal Upward Bound regulations, OSU-OKC policy and procedures and guidelines set forth in the UB Staff and Student Handbook.
Must be able to perform duties listed above in person or through a virtual classroom setting.
Completes all mandatory training.
Performs other duties as assigned.
The duties listed in this job description are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position.
Special Instructions to Applicants
Resume and cover letter are required for full consideration. Official transcripts will be required upon hire. Duration of Position: 05/01/2024 to 08/18/2024
Education & Experience
Position Qualifications:
Minimum Qualifications:
Education:
Currently enrolled at an institution of post-secondary education
-or-
Completion of an associates or bachelor's degree from an accredited university
Certifications &/or Licenses:
Current Oklahoma Driver's License
Knowledge, Skills, and Abilities:
Possess discipline-specific knowledge in either Math, Science, English, or Latin.
Possess the ability to work with and motivate low-income/first generation students aged 13 to 1
Mortgage Loan Processor
Tulsa, OK Job
The mission of Oklahoma Central Credit Union is to make a difference in the lives of our employees, our members, and the communities we serve. We know we must make a difference in the lives of our employees for them to make a difference for our members and communities.
Your role:
You'll play an integral part within the lending department by being responsible for preparing and organizing the file and working in conjunction with the underwriters and Mortgage Loan Manager.
In this role you will:
Review mortgage application and verify the information documented in the loan origination system. Verify the accuracy of the Loan Estimate and re-disclose if necessary.
Ensure each loan is complete and ready for closing on the projected closing date to ensure loan is closed, disbursed and delivered within Investor requirements, within the Purchase and Sale Agreement and rate lock deadline.
Review supporting documentation for completeness and consistency with the information indicated on the loan application. Input missing or modified information into the loan origination system. Communicate discrepancies with information and documentation requirements with underwriter.
Validate information to ensure qualifications are consistent with OCCU and Investor underwriting guidelines.
Complete credit and appraisal analysis for the loan to ensure compliance with investor and regulatory requirements.
Contact vendors assigned to the loan application to obtain status of required documentation such as appraisal, flood certification and attorneys/title.
Responsible for running DU/AUS during loan process.
Maintain accuracy of the company's database by reviewing and updating information as it is received.
Document all communication related to the loan application in the conversation log.
Review all conditions of the loan approval and ensure all conditions are satisfied before submitting the loan for clear to close.
Update the pipeline/production report daily.
Prepare loan files according to government and credit union standards, following underwriting specifications.
Close loans within a timely manner, not exceeding rate lock expirations or reasonable member expectations.
Demonstrate compliance and maintain a good working knowledge of credit union policies and procedures, government regulations, and Mortgage Insurance Company underwriting requirements. This will require continued and ongoing research and education.
Commitment to Credit Unions' needs and maintain confidentiality at all times.
Comply with all security guidelines related to physical and information security.
Comply with the requirements of all Credit Union policies, procedures, and guidelines including but not limited to the Bank Secrecy Act, Anti-Money Laundering regulations as they relate to the position.
Some of the many reasons to join our team include:
Competitive pay - Cha-ching!
Work-life balance - Your family, hobbies, and life outside of work are important to us!
401 (k) retirement plan - You contribute to our future, so we contribute to yours!
Best-in-class healthcare coverage - Helping you stay healthy!
Generous PTO and federal holidays - We prioritize what matters!
Community Service - We believe in giving back to the community and you'll receive up to 40 hours of paid volunteer time off!
Requirements
Who we're looking for:
You are a self-starter with a can-do attitude. You are no stranger to a fast-paced environment and tight deadlines, and you are relentless in ensuring that work is completed through effective task management. You are patient and persistent and find innovative ways to solve problems. You are familiar with handling a full caseload of submissions of both purchases and refinances with various lock terms. You review submissions thoroughly, make sound loan decisions and work at an acceptable pace so as to avoid delays and/or extensions.
You'll need to have:
A high school education, GED or higher
2 or more years of related experience
Understanding of the legal, compliance and Investor requirements of residential mortgage products including experience with Fannie and Freddie Guidelines and FHA Guidelines
Even better if you have:
Home Equity experience
Encompass experience
Oklahoma Central Credit Union is proud to be an Equal Opportunity Employer and a drug-free workplace!
AI Business Analyst & Functional Lead
Oklahoma City, OK Job
The AI Business Analyst and Functional Lead will be the liaison between technology and the business, providing guidance for the overall AI and Generative AI program. The role will provide oversight on the collection, review and prioritization of AI use cases within the Bank. As the functional lead, the position will interact with senior leadership to administer the AI program and strategy.
Manage and oversee the enterprise AI program, working with business and technology leadership to evaluate use cases. Make regular updates to policy and procedure documentation ensuring the program is appropriately governed for AI success and safety.
Provide oversight for the AI program including the collection and approval of projects in collaboration with the Bank's business units and risk management teams. Provide regular updates and performance metrics to stakeholders, identifying key achievements and areas for approvement.
Collaborate with business, risk, technology and executive stakeholders and provide leadership for all aspects of the AI program. Maintain relationships with stakeholders to ensure effective communication and alignment with organizational goals.
Maintain a working knowledge of existing and upcoming AI advancements, staying current with the ever-evolving work in the work of machine learning and AI. Through the lens of banking and regulatory oversight, work with the business, technology, risk and executive stakeholders to educate and collaborate for emerging technologies.
Bachelor's degree in Accounting, Finance, Entrepreneurship, Economics, MIS, Math, Computer Sci, or Engineering will be accepted.
Perform miscellaneous job-related duties as assigned.
Position Requirements:
5 - 8 years of the following work experience and/or skills to perform the position:
- Familiarity with programming languages (Python, SQL) and data visualization tools
- Experience with project management tools (e.g., JIRA, AdaptiveWork) and analytical tools (PowerBI)
- Proficiency in data analysis, process mapping and requirements gathering
- Knowledge of industry-specific regulations and compliance standards
- Excellent communication, analytical and problem-solving skills
- Experience as a business analyst, functional lead, or similar role in AI or technology-driven initiatives
#LI-DNI
Truck Driver Owner Operator - 2yrs EXP Required - OTR - Ameri-Co Carriers
Tulsa, OK Job
Looking to Partner with Owner Operators - Long Haul Freight.
Proud to be a 100% Owner Operator Fleet
CDL-A Owner Operators and Fleet Owners
Leasing to Ameri-Co Carriers is not just another job. Let us show you how your days with us will be the most successful ones!
Short and Long Runs covering East to West, North to South and Midwest Regions.
We have many options for our Regional and OTR Owner Operators to choose from - drive the routes you love when you partner with Ameri-Co!
Regional and Long Haul Opportunities:
Gross Pay for Regional Drivers BEFORE Deductions: $3,000-$4,000
Gross Pay for Long Haul Drivers BEFORE Deductions: $5,000-$6,000
Some Benefits of partnering with Ameri-Co include:
$4,000 Sign On Bonus
100% Owner Operator fleet
Financially sound company with steady work year-round
High retention rate
Several of our Drivers have been with us for more than 30 years
Ameri-Co's top two Owner Operators have surpassed 4 million miles with us, so the possibilities are endless!!
No forced dispatch
Flexible Schedules to fit your needs and lifestyle
Regional - Home every weekend
Long Haul - Average 8-10 days out (or longer - your choice!)
Rider passes available at no cost to you
Fleet Advance
Accident Plan
Discounts with major tire companies
All Tolls Paid
DOT Physicals paid
Fuel Cards (EFS fuel discount program)
PrePass
Qualcomm equipment provided at no cost ($25/month usage fee)
We Provide:
Competitive compensation package
Exceptional mileage rate paid on ALL miles, loaded and empty (PLUS Fuel Surcharge)
Weekly direct deposit settlements
Safe driving awards and incentives
Quarterly Safety Bonuses
Referral Bonuses
Insurance and Plates:
Ameri-Co joined the Independent Truckers Group as an option to obtain affordable Health Care Benefits
Convenient settlement deductions offered to assist with your vehicle-related insurance purchases
Base Plate Incentive Program (We pay up front)
Ameri-Co believes in maintaining a small company atmosphere and strives to provide the best working conditions and a profitable compensation program.
Qualifications:
Must own semitruck
Must be willing to run under Ameri-Co authority
Minimum 23 years of age
At least two (2) full years of verifiable interstate driving in the past three (3) years
Your truck must be EROD compatible; 2000 build date or newer
Driving experience needs to be with the type of equipment you will be operating
Flatbed Cargo Securement and Tarping experience, if operating Flatbeds
As a wholly owned subsidiary of Minerals Technologies Inc., Ameri-Co Carriers is a leading truckload carrier headquartered in Scottsbluff, NE. Ameri-Co not only recognizes our Owner Operators, but we also show our appreciation to our partners every single day. Our freight is consistent, our lanes are more desirable, and we strive to dispatch trucks that meet your comfort level while providing the right amount of weekly miles you request.
Ameri-Co Carriers is a 100% Owner Operator company. We pride ourselves in partnering with Owner Operators because they have an impressive reputation for safety and reliability.
Senior Sales Coordinator (Employee Benefits)
Oklahoma City, OK Job
Who We Are
NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ********************
NFP Corporate Services (OK), Inc. is looking for a Senior Sales Coordinator. The Senior Sales Coordinator assists with sales with marketing prospective clients with carrier partners, serves as a liaison with service. This position may have significant direct client contact and may train and supervise other staff as needed.
Essential Duties and Responsibilities:
Assists producers with sales of Benefits insurance to prospective clients by interpreting specifications for new business. Uses well-developed knowledge of different coverage to prepare materials for the producers' presentations to prospective clients.
Assists producers with marketing coverage with carriers and may have substantial dealing with clients directly to explain details and gather information.
Trains and supports department staff as necessary.
Occasionally exercises independent judgment subject to general supervisor support.
May provide informal leadership based on experience without official supervisory responsibility.
Maintains and updates CRM system with accurate sales data.
Manages and engages in industry and prospect events, such as conferences and support marketing efforts pre and post events.
Coordination with sales team to ensure sales targets and deadlines are met.
Assists Maintain agency carrier appointments and producers' licenses.
Assists with onboarding documents, BOR and internal system setup
Assists with Scheduling Onboarding calls with new client once assigned
Creates Prospect Presentation and new client landing pages
Completes Due Diligence Analysis
Collects and loads data for benchmarking within Connect
Performs other duties as assigned.
Knowledge, Skills, and/or Abilities:
Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services.
Ability to work independently and anticipate client and team needs.
Effective time management and decision making skills.
Diligent follow up skills.
Ability to express ideas clearly in both written and oral communications.
Strong Microsoft Excel and PowerPoint skills.
Education and/or Experience:
High School graduate (or equivalent), BA/BS preferred with more than 3 years of directly related industry experience.
Certificates, Licenses, Registration: None.
What We Offer
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
The base salary range for this position is $60,000 to $68,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better together!
NFP is an inclusive Equal Employment Opportunity employer.
Regional Property Manager
Oklahoma City, OK Job
Vesta Realty is looking for talented individuals with the drive to succeed and grow with our company. Voted a “Great Place to Work” in 2024, Vesta Realty strives to provide the career growth and professional development opportunities that are vital to the success of our workforce. Since being established in 2017, Vesta has been recognized as one of the Top 50 Multifamily Property Management Firms in the United States. We know that this wouldn't be possible without the efforts of our diverse team and dynamic leadership. As one of the fastest-growing companies in the multifamily industry, we are excited about the opportunities that await you with the Vesta family.
This is not a remote position. This is an onsite position.
JOB TITLE: Regional Property Manager
JOB NUMBER FLSA Status: Exempt
DEPARTMENT DIVISION: Vesta Realty
GROUP: Residential Property Management
REPORTS TO: Chief Operations Officer
JOB SUMMARY, DUTIES AND RESPONSIBILITIES, JOB REQUIREMENTS
SUMMARY
The Regional Property Manager is responsible for the overall performance, operations, and profitability of multiple properties within an assigned region. This position oversees Property Managers, ensuring effective operations, high occupancy rates, and financial success. The role involves maximizing Net Operating Income (NOI), implementing company policies, and maintaining strong relationships with Property Managers, employees, and residents. The Regional Property Manager is committed to delivering excellence at each property in their portfolio and fostering a positive, professional image for the company.
DUTIES AND RESPONSIBILITIES
Leadership and Team Management
Supervise, mentor, and evaluate Property Managers and site staff to ensure proper and adequate staffing and scheduling workloads.
Work with Property Managers to develop and implement ongoing training for all team members, promoting professional growth.
Direct, monitor, and evaluate the work performed by employees and contracted services, ensuring quality and compliance with company standards.
Foster open communication and provide clear delegation of property management methods.
Financial Oversight
Maximize Net Operating Income (NOI) while maintaining high occupancy rates across the region.
Monitor delinquencies and write-offs for each property, taking proactive steps to address issues.
Supervise the preparation of annual operating and capital budgets and provide recommendations to improve budget performance.
Prepare summary reports on budget performance for review by leadership.
Review and approve all reporting to ensure accuracy, compliance, and timely submission.
Property Operations
Implement and enforce company policies and procedures to ensure consistency across all properties.
Inspect properties regularly, including curb appeal, offices, and models, to identify areas for improvement.
Audit administrative, accounting, and maintenance operations to ensure compliance with company policies and procedures, approving any necessary exceptions.
Resolve resident relations issues promptly and professionally, fostering positive resident experiences.
Act as the primary liaison between property owners or owner representatives and site staff.
Marketing and Business Development
Part Time Associate Banker Oklahoma North (30 hours)
Tulsa, OK Job
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Academic Coordinator- SOAR
Oklahoma City, OK Job
Details
Req ID:
req19360
Position Title:
Academic Coordinator- SOAR
Position Type:
Staff Full-Time
OSU Campus:
OKLAHOMA CITY
Department:
S.O.A.R.
Location Address:
900 N. Portland Ave
Oklahoma City, Oklahoma, 73107
United States
Hiring Supervisor and Contact Info:
Donovan Kelso
Hiring Range:
(Contingent upon available funding):
17.92 - 18.64, Hourly
Work Schedule:
varies, may include some, evenings, weekends and travel
Job Summary:
Job Summary:
Assist the Project SOAR Program Manager in carrying out essential program services to participants from the OSU-OKC campus. Responsible for empowering and guiding first generation college, under-resourced, and disabled students with academic and personal tools and skills that will help them persist in college until attaining a bachelor's degree. Co-Advise Student Leaders of Tomorrow (SLT), an OSU-OKC student organization, and oversee the program Peer Mentors.
Essential Job Functions:
Assists in the development, implementation, evaluation, and management of student peer mentors. This includes training, hiring, managing hours, etc.
Participate in selecting and accessing new participants which includes conducting individual intake sessions to collect appropriate student documentation and to develop and establish individualized learning plans for each participant.
Conducts on-going sessions individually and through workshops on academic, career, transfer, and study skills, in addition to financial aid, financial literacy and personal issues.
Documents on-going student contact logs via computerized database (Student Access).
Will assist Senior Director and Program Manager with collecting program data for annual performance report, campus reports or for the Project SOAR grant.
Assists in the coordination of SOAR's social media (Facebook, etc.), Engage, text message, and email correspondence to students on a daily and weekly basis.
Responsible for oversight of peer mentors used for program including but not limited to the hiring, evaluation, scheduling, disciplinary, budget, etc. with from the Senior Director.
Makes intervention calls and/or email contacts twice a semester to address needs.
Refer participants to outside agencies and locations of support if SOAR resources or OSU-OKC campus resources are unable to meet the participant's needs.
In conjunction with the Senior Director and SOAR Program Manager serve as liaison to the college, local community, and target transfer schools in order to inform them of program activities and participant accomplishments.
Serve on college and professional committees as requested by Program Manager or Senior Director.
In conjunction with the Program Manager coordinates the on-going operation of co-advising the Student Leaders of Tomorrow (SLT) or any other student organization associated with SOAR by assisting the student officers manage general meetings, executive board meetings, fundraisers, events, and budget.
Assists in the on-going evaluation of the effectiveness of the program's services and monitoring of all program objectives, participant retention, and activities.
Maintain contact with transfer specialists from four-year institutions to stay up to date on transfer and scholarship information.
Assists students in academic, career and enrollment advising.
Work with SOAR Peer Mentors to develop and implement new strategies for outreach, retention, persistence, and graduation for special populations.
Completes all mandatory training and participates in a minimum of two professional development workshops each year including state, regional, and national TRIO meetings/programs as appropriate.
Performs other duties as assigned.
The duties listed in this job description are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position.
Special Instructions to Applicants
Resume and cover letter are required for full consideration. Official transcripts will be required upon hire.
Education & Experience
Position Qualifications:
Minimum Qualifications:
Education:
Bachelor's degree in education, sociology, counseling, psychology, social work, human relations, or related field of study.
Work Experience:
Experience serving populations eligible for Project SOAR services.
Minimum two years working in post-secondary student services area.
Familiarity with matrix of participants in the target area.
Minimum one year experience required in transfer advisement, leadership training, study skills enhancement, and social-interpersonal development.
Certifications &/or Licenses:
Valid Oklahoma Driver's License and ability to drive a 15-passenger vehicle
Knowledge, Skills, and Abilities:
Ability to communicate diplomatically, clearly, and effectively, both verbally and in writing to exchange information, give/receive instructions and respond to inquiries appropriately.
Strong organization and planning skills with the ability to handle multiple tasks and prioritize effectively with high degree of accuracy and attention to detail.
High degree of initiative to work independently and collaborate in a team environment.
Strong interpersonal skills and sensitivity to an academic environment in an effort to work and communicate effectively with all students, faculty, staff and community partners.
Public speaking ability and skills; must be able to develop and deliver presentations, workshops, and seminars to participants, peers, and the general public.
Familiarity with cultural/socioeconomic matrix of the target area.
Demonstrated knowledge of office technologies including but not limited to: office computers, fax machines, scanners, internet, Microsoft Office (Word, Excel, Access, PowerPoint, Outlook).
Ability to organize information and schedules, and experience advising/counseling students on educational issues.
Ability to handle con
Commercial Banking Intern
Durant, OK Job
Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.
The Position
Job Title
Commercial Banking Intern
Summary
The Commercial Banking Intern will assist in spreading, analyzing, and reviewing loan data to prepare management and regulatory reports. Engaging with the credit and lending team while providing suggestions and/or solutions to potential issues. Support in communication of identified issues with business process owners to ensure any potential concerns are addressed in a timely and effective manner.
Major Learning Opportunities and Responsibilities (Essential Functions)
* Spreading and analyzing financial documentation required for a credit package
* Monitoring and clearing loan specific covenants and/or exceptions
* Developing and preparing credit packages and/or renewals for review by subject approval authorities
* Develop and prepare a mock senior loan committee credit package for review and approval by mock credit committee members
* Attend local credit committees and senior loan committee on a weekly basis
* Calculates financial ratios and other key indicators used to monitor the loan portfolio
* Assists in preparation of reports for monthly and quarterly review by the Bank's Board of Directors and Management
* Perform market and demographic research in relation to the credit risk intern(s) subject loan portfolio
* Assists in preparation of supplemental reports for auditors, loan review, and regulatory agencies as requested
Employee Specifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Work Experience
* Incoming Senior (Graduation in 2026)
* Pursuing a bachelor's degree in Accounting, Agribusiness, Economics, Finance, or related business field.
This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.
#LI-MD3
All Locations:
Austin-Seven Oaks, Dallas-Uptown, Durant-Main, McKinney, OKC-Downtown, Plano-Parkwood
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance.
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
Bookkeeping Clerk
Lawton, OK Job
FSNB is a full-service bank that has been family owned and operated for over 75 years. We are currently seeking friendly, outgoing and adaptable individuals to join our team as an entry level CSR in the Bookkeeping department. Applicants will work in a relaxed environment, and should possess office, data entry and excellent communications skills.
FSNB provides paid training and promotes from within, offering career growth opportunities such as team leaders and supervisors All qualifications can be acquired through on the job training with no finance or accounting experience necessary.
If you are looking for an opportunity to learn something new or want to capitalize on any previous banking/financial industry, customer service or sales representative experience-look no further and begin building a successful career with FSNB today!
What is in it for you:
Opportunity for pay increases as soon as 60 days
Paid training
Paid vacation
Paid personal leave
Medical/Dental/Supplemental Insurance
401k Plan
Paid death benefit
Paid holidays
Flexible scheduling with Sundays off
Promotes from within
Growth/Career opportunities
Equal Opportunity Employer
Main requirements for a Bookkeeping Clerk:
Meet acceptable standards for attendance and punctuality
Meet acceptable standards based on performance metrics
Provide excellent customer service by answering and handling all calls in a courteous and professional manner
Complete proper paperwork or data entries, accurately and efficiently
Filing and other basic office duties
Complete additional duties as assigned
Manager-Loss Mitigation
Oklahoma City, OK Job
Midland Mortgage, a division of MidFirst Bank, is one of the most successful home mortgage servicers in the county. We focus on quality and creating winning teams to execute our mission to be the top performing financial institution in the markets we serve. We are looking for strong leaders that will share in our passion for this mission and lead a team within the Loss Mitigation Department (Application Servicing, Plan Servicing and Quality Assurance) with humility and excellence. The Loss Mitigation Department is responsible for working with borrowers to create a plan to catch up on missed payments and maintain their homeownership.
As a part of the management team within Loss Mitigation, you will lead a team, focus on operational reliability and efficiency, and create an environment that both engages and equips staff to maximize performance.
Primary Responsibilities Include:
Meet regulatory deadlines and confirm responses are clear and accurate for all escalations
Establish clear expectations for employee performance
Identify operational and financial risks, challenge existing strategies, and implement process improvements
Collaborating with other departments to ensure that loss mitigation efforts are coordinated and effective
Oversight of operational controls to ensure compliance with investor/insurer guidelines
Manage various projects and performing other relevant duties as required
Lead efforts to ensure internal Compliance and Internal Audit findings are appropriately addressed and fully remediated
Provide periodic analysis and reporting of operational risk trends
Establish periodic review of highest risk business processes to ensure controls (manual and systematic) are sufficient, designed effectively and working as designed
Ensuring compliance with all servicing requirements
Performing preventative quality audits on multiple processes completed, providing consolidated audit finding reporting and proposing ideas to minimize/prevent findings.
Required Education / Experience:
Experience: 5-7 years' of related leadership experience with a history of success
Education: Bachelor's degree in a business-related field
Qualified candidates should have experience and demonstrated performance in these areas:
Demonstrated leadership and interpersonal skills with the ability to motivate and develop team members to reach or exceed performance goals
Aptitude to manage multiple priorities simultaneously and a capacity to work in a deadline-driven environment
Demonstrated ability to proactively identify and assess risks and opportunities, assess existing controls and recommend improvements
Demonstrated success identifying and implementing process improvements
Excellent verbal and written communication skills as you will be expected to confidently lead meetings and convey information
Demonstrated ability to clearly communicate department goals to motivate internal teams to meet understand and meet objectives
Excellent strategic, analytical and creative problem-solving skills, with the ability to work independently and collaboratively
Proficient in Microsoft Office applications
Preference will be given to candidates with experience in an operational, financial services, mortgage servicing or corporate environment.
Private Client Specialist
Oklahoma City, OK Job
This position will support the Private Banking group. Responsibilities will include loan and deposit related tasks, responding to customer inquiries and concerns, and providing high quality customer service and support. Responsibilities will include, but not be limited to, the following:
Reviewing and completing requests, responses in a timely manner, staying organized, being proactive, and meeting all client expectations.
Managing the account opening process, online banking setup, clearing deposit account exceptions, ordering all requested items, client follow-up as needed, and ensure new account deposits are received. Pro-actively recommend additional products and services as needed.
Deposit and loan maintenance such as address updates, auto pay changes, and account titling changes.
Responding to inquiries, questions, and research related to deposit and loan accounts. This includes but not limited to statements, holds, advances, and fees.
Processing all deposit and loan wire and transfer requests.
Managing the post loan closing process, online banking setup, loan research, utilizing resources for loan cases as needed, and ensuring all client needs are met and exceeded.
Position Requirements:
- Minimum of one year of prior retail banking experience
- General knowledge of bank services and products
- Excellent client-service skills, including oral and written communication
- Entrepreneurial, ownership-oriented mindset
- Careful attention to detail and strong organizational skills
- Ability to work effectively as a team member and with customers
- Strong analytical and problem-solving skills and the ability to derive innovative solutions
- Ability to establish credibility quickly with customers; demonstrate confidence in dealing with his/her peers
- Strong work ethic and high integrity
- Strong computer skills
- Friendly, outgoing, assertive, confident, and enthusiastic personality
Banking Loan Review Specialist II
Jenks, OK Job
The Loan Review Specialist II is responsible for reviewing closed loan documents for new, renewed and amended commercial and real estate transactions. Ensures required documentation has been obtained and properly executed. Also ensures that the loan was prepared in accordance with the terms and conditions approved by underwriting, the senior lender or loan committee.
Banking Loan Review Specialist II ESSENTIAL FUNCTIONS (RESPONSIBILITIES):
* Works with lending staff to address any discrepancies or deficiencies in the closing documents and addresses concerns/questions to develop solutions.
* Reviews and validates all documentation related to the loan for accuracy, completeness and compliance with lending laws and regulations and proper perfection of collateral as well as performs maintenance on commercial and real estate loans.
* Reviews and processes early disclosures, renewal/modification documents and payment extension documents, in addition to new loan documents.
* Boards loans to the core processing system, ensuring accurate field completion for terms of loans and assigning loan codes in accordance with loan classification and portfolio monitoring and reporting requirements.
* Performs a variety of imaging duties, such as verifying the quality of scanned documents; correcting, indexing, cross referencing and deleting documents; resolving rejected and suspended batches.
* Creates appropriate exceptions for omitted documents and those with errors. Creates recurring exception schedules for applicable documents.
* Creates ticklers and/or recurring exceptions for loan covenants or special loan terms as well as records security documents (i.e. lien entries, UCCs, mortgages, etc.)
* Processes participation transactions and settles with participating banks. Performs confirmation audits for participations.
* Monitors escrow function, including analyzing the annual statements on monthly basis, paying invoices bi-monthly and reconciling all escrow activity.
* Acts as E-Oscar Queue Manager for credit discrepancies as well as balances other liabilities general ledger and disburses unused funds.
* Exercises awareness with regard to possible suspicious activity, money laundering or fraudulent behavior and reports any such incidents to the BSA department. Performs all job functions in compliance with all company policies and federal, state, and local laws and regulations as applicable to the position, including, but not limited to BSA/AML, OFAC and GLBA/privacy rules.
* Performs related responsibilities as required or assigned
Location
Jenks, OK
Requirements
Banking Loan Review Specialist II REQUIRED QUALIFICATIONS:
Knowledge/Skills/Abilities* Thorough understanding of image system document sets and document parameters for recurring documents.* Thorough knowledge of commercial loan policy and residential real estate loan policy.* Excellent communication and interpersonal skills. * Proficient in MS Office applications.* Ability to maintain composure under pressure.* Ability to maintain personal and work direction when faced with ambiguity.* Exemplifies the Gateway Values: Growth Oriented, Make a Difference, "Get it Done" Attitude, Team Player, Do the Right Thing.
Equivalent Education/Experience* High School Diploma or equivalent required.* 2-4 years of previous experience in lending or loan operations department. * Experience with FIS Horizon, FLO and Imaging Center preferred.* Experience with SBA loans preferred
Banking Loan Review Specialist II SPECIAL JOB DIMENSIONS:
Courtesy, tact and diplomacy are essential elements of the job.
NOTE: The essential job functions and associated qualifications contained in this document describe the general nature and level of the work performed. They are not intended to represent an exhaustive listing or be inclusive of all aspects of the job. The tasks and procedures involved in the performance of the essential job functions may vary from day-to-day. Major changes in areas of responsibility may occur, as directed by management, and will require revision of this job description.
______________________________
Commercial Banking Intern
Oklahoma City, OK Job
Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.
The Position
Job Title
Commercial Banking Intern
Summary
The Commercial Banking Intern will assist in spreading, analyzing, and reviewing loan data to prepare management and regulatory reports. Engaging with the credit and lending team while providing suggestions and/or solutions to potential issues. Support in communication of identified issues with business process owners to ensure any potential concerns are addressed in a timely and effective manner.
Major Learning Opportunities and Responsibilities (Essential Functions)
* Spreading and analyzing financial documentation required for a credit package
* Monitoring and clearing loan specific covenants and/or exceptions
* Developing and preparing credit packages and/or renewals for review by subject approval authorities
* Develop and prepare a mock senior loan committee credit package for review and approval by mock credit committee members
* Attend local credit committees and senior loan committee on a weekly basis
* Calculates financial ratios and other key indicators used to monitor the loan portfolio
* Assists in preparation of reports for monthly and quarterly review by the Bank's Board of Directors and Management
* Perform market and demographic research in relation to the credit risk intern(s) subject loan portfolio
* Assists in preparation of supplemental reports for auditors, loan review, and regulatory agencies as requested
Employee Specifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Work Experience
* Incoming Senior (Graduation in 2026)
* Pursuing a bachelor's degree in Accounting, Agribusiness, Economics, Finance, or related business field.
This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.
#LI-MD3
All Locations:
Austin-Seven Oaks, Dallas-Uptown, Durant-Main, McKinney, OKC-Downtown, Plano-Parkwood
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance.
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.