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Loan Servicing Specialist at First US Bank
Mobile, Alabama, United States - Full Time
Skills Needed
Loan Servicing, Customer Support, Collateral Administration, Contract Funding, Account Reconciliation, Microsoft Office, Communication Skills, Organizational Skills, Attention To Detail, Regulatory Compliance, Bsa/Aml, Payment Processing, Lien Releases, Payoff Quotes, Data Entry, Problem Solving
Specialization
A high school diploma is required, though an associate degree and two years of financial services experience are preferred. Candidates must be proficient in Microsoft Office and capable of working flexible hours, including occasional Saturdays.
Experience Required
Minimum 2 year(s)
Citizens Branch Manager at Citizens Bank
New York, New York, United States - Full Time
Skills Needed
Leadership, Sales Management, Coaching, Customer Experience, Operational Integrity, Financial Acumen, Strategic Planning, Talent Development, Relationship Building, P&L Management, Community Engagement, Digital Banking Proficiency
Specialization
Requires a high school diploma and at least 4 years of sales management experience in a retail or branch banking environment. Must have a proven track record of meeting sales goals in a P&L environment and comply with SAFE Act requirements.
Experience Required
Minimum 5 year(s)
Junior Data Product Manager at EastWest Bank
Makati, Metro Manila, Philippines - Full Time
Skills Needed
Product Management, Data Modeling, Data Governance, Agile Delivery, Sql, Tableau, Power Bi, Jira, Confluence, Data Analysis, Backlog Grooming, Stakeholder Management
Specialization
Requires a Bachelor's degree in a technical or business field and 1 to 2 years of experience in data operations or digital projects. Basic knowledge of data governance, agile practices, and BI tools is expected.
Audit Section Head - Head Office at EastWest Bank
Manila, National Capital District, Philippines - Full Time
Skills Needed
Internal Audit, Risk Management, Governance, Compliance, Fraud Investigation, Forensic Investigation, Report Writing, Analytical Ability, Supervision, Interviewing, Time Management, Teamwork, Conflict Resolution, Leadership, Interpersonal Skills, Accounting Principles
Specialization
Requires a Bachelor's degree in Accountancy and a professional certification such as CPA, CIA, CISA, or CFE. Candidates must have at least five years of experience in internal audit or bank operations.
Experience Required
Minimum 5 year(s)
Sr Director of Treasury and Risk at Language Bank
Worcester, Massachusetts, United States - Full Time
Skills Needed
Treasury Strategy, Cash Forecasting, Liquidity Management, Investment Activities, Banking Relationship Management, Financing Structures, Risk Management, Insurance Programs, Debt Strategy, Covenant Compliance, Accounts Payable, Continuous Improvement, Financial Stewardship, Team Mentorship, Executive Leadership, Strategic Planning
Specialization
Seeking a strategic finance leader capable of managing complex fund movements and turning data into actionable decisions. Must be able to balance high-level boardroom strategy with operational execution in a mission-driven environment.
Experience Required
Minimum 10 year(s)
Loan Quality Assurance Specialist II at WestStar Bank
El Paso, Texas, United States - Full Time
Skills Needed
Loan Accounting, Gl Reconciliation, Loan Servicing, Financial Reporting, Regulatory Compliance, Audit Preparation, Problem Solving, Microsoft Office, Payment Application, Loan Payoff Calculation, Data Entry, Attention To Detail
Specialization
Requires a minimum of 2 years of banking experience, preferably in loan operations or related roles. Candidates should possess strong loan accounting knowledge and proficiency with bank core systems and Microsoft programs.
Experience Required
Minimum 2 year(s)
SMCR Lead/Manager at Starling Bank
London, England, United Kingdom - Full Time
Skills Needed
Smcr Framework Management, Regulatory Compliance, Fitness & Propriety Reviews, Fca Connect, Stakeholder Management, Governance, Risk Management, Audit Trail Maintenance, Executive Support, Project Management, Training Delivery, Regulatory Liaison
Specialization
Requires deep hands-on experience managing FCA and PRA SMCR frameworks within a banking or financial services environment. Must possess strong executive presence and technical familiarity with the FCA Handbook and PRA Rulebook.
Experience Required
Minimum 5 year(s)
טלנק משכנתאות 2344-2026 at Discount Bank
Bat Yam, Tel-Aviv District, Israel - Full Time
Skills Needed
Customer Service, Sales Orientation, Mortgage Consulting, Financial Analysis, Client Acquisition, Mortgage Structuring
Specialization
A full high school diploma is mandatory, along with experience in customer service and a sales-oriented approach. Completion of a mortgage consulting course is an advantage, and availability for 5 shifts per week is required.
Personal Banker I - Multi-Location - Grove Hill at First US Bank
Grove Hill, Alabama, United States - Full Time
Skills Needed
Customer Service, Financial Transactions, Account Opening, Digital Banking Expertise, Cash Handling, Compliance, Communication Skills, Mathematical Skills, Attention To Detail, Interpersonal Skills, Teamwork, Bank Software Proficiency
Specialization
Requires a high school diploma and at least two years of financial institution experience in teller transactions and account opening. Must possess a valid driver's license and reliable transportation for travel between branch locations.
Experience Required
Minimum 2 year(s)
Lead Data Scientist at EastWest Bank
Makati, Metro Manila, Philippines - Full Time
Skills Needed
Machine Learning, Statistical Modeling, Ai Models, People Management, Mlops, Python, R, Sql, Scikit Learn, Xgboost, Tensorflow, Pytorch, Model Governance, Data Science Roadmap, Stakeholder Management, Financial Domain Knowledge
Specialization
Requires a Bachelor's degree in a quantitative field with extensive experience in data science and people management. Expert proficiency in Python, R, SQL, and various ML frameworks is essential, with banking experience preferred.
Experience Required
Minimum 10 year(s)
טלנק משכנתאות 2344-2026 at Discount Bank
Kiryat Ata, Haifa District, Israel - Full Time
Skills Needed
Mortgage Consulting, Customer Service, Sales Orientation, Financial Analysis, Mortgage Structuring, Client Acquisition
Specialization
Requires a full high school diploma and experience in customer service with a sales orientation. Completion of a mortgage consulting course is an advantage, and availability for 5 shifts per week is required.
Teller at Citizens Bank
Big Bend, Wisconsin, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Cross Selling, Banking Transactions, Account Balancing, Professional Communication, Organizational Skills, Computer Literacy, Confidentiality, Teamwork, Accuracy
Specialization
Requires a High School Diploma or GED and at least 6 months of experience in customer service and cash handling. Proficiency in basic computer software and a high level of professionalism are essential.
Audit Officer - Audit Support/Continuous Audit at EastWest Bank
Makati, National Capital District, Philippines - Full Time
Skills Needed
Data Mining, Data Analysis, Acl, Sql, It Security, Forensic Investigation, Fraud Examination, Internal Audit, Risk Management, Governance, Internal Controls, Accounting Standards, Iia Standards, Compliance, Database Structures, Application Systems
Specialization
Requires a degree in Accountancy, IT, or Data Analytics with at least 5 years of experience in internal audit and data analytics. Professional certifications like CPA, CIA, CISA, or CFE are preferred along with technical expertise in SQL and ACL.
Experience Required
Minimum 5 year(s)
Teller I at Blue Sky Bank
Weatherford, Oklahoma, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Transaction Processing, Fraud Detection, Cross Selling, Attention To Detail, Communication Skills, Multitasking, Digital Banking Support, Account Maintenance, Data Entry, Regulatory Compliance
Specialization
A high school diploma or GED is required along with a valid driver's license and reliable transportation. Preferred candidates have experience in banking, cash handling, or customer service.
Customer Service Assistant I (Bank CSA)/Req #1185 Onsite Only at Partners Bank
Buxton, Maine, United States - Full Time
Skills Needed
Teller Transactions, Customer Service, Account Maintenance, Needs Based Selling, Cash Drawer Balancing, Electronic Banking, Cross Selling, Problem Resolution, Interpersonal Communication, Multitasking, Organizational Skills, Computer Skills
Specialization
Requires a minimum of one year of teller or customer service banking experience in a branch or call center. Must possess strong communication, organizational, and technical skills with a solid understanding of banking policies.
Marketing Generalist at Extraco Banks
Waco, Texas, United States - Full Time
Skills Needed
Campaign Planning, Content Creation, Social Media Management, Adobe Creative Cloud, Graphic Design, Email Marketing, Event Coordination, Customer Experience Reporting, Writing, Editing, Digital Marketing, Hubspot, Drupal 9, Photography, Videography, Project Management
Specialization
Candidates must have a bachelor's degree in Marketing, Graphic Design, or a related field and at least 3 years of professional experience. Proficiency in Adobe Creative Cloud and experience with social media analytics are required.
Experience Required
Minimum 2 year(s)
Senior Loan Assistant at Blue Sky Bank
Tulsa, Oklahoma, United States - Full Time
Skills Needed
Commercial Lending Documentation, Loan Administration, Loan Closing Coordination, Customer Relationship Management, Financial Spreads, Portfolio Monitoring, Microsoft Excel, Microsoft Word, Ucc Searches, Analytical Problem Solving, Written Communication, Verbal Communication, Organizational Skills, Attention To Detail, Customer Service, Cross Selling
Specialization
Requires an associate's degree or equivalent experience and at least 5 years of commercial lending documentation and administration experience. Candidates must possess strong analytical skills, proficiency in Microsoft Office, and a valid driver's license.
Experience Required
Minimum 5 year(s)
Trade Desk Specialist at Citizens Bank
Johnston, Rhode Island, United States - Full Time
Skills Needed
Trade Entry, Order Execution, Account Maintenance, Customer Service, Wealth Management Operations, Regulatory Compliance, Problem Solving, Verbal Communication, Written Communication, Quality Control
Specialization
Candidates must hold FINRA Series 7 and 63/66 certifications with at least 3 years of experience in Wealth Management Operations or a Contact Center. A customer-focused mindset and strong communication skills are required.
Experience Required
Minimum 2 year(s)
Senior Staff Accountant at Extraco Banks
Waco, Texas, United States - Full Time
Skills Needed
Gaap, Financial Reporting, General Ledger Reconciliations, Internal Controls, Regulatory Reporting, Financial Analysis, Budgeting, Forecasting, Microsoft Excel, Audit Support, Problem Solving, Communication Skills, Cognos, Database Querying, Process Improvement, Account Analysis
Specialization
A Bachelor's degree in Accounting or Finance is required, with 5+ years of progressively responsible accounting experience. Proficiency in GAAP, advanced Excel, and experience with financial reporting are essential, while a CPA and banking experience are preferred.
Experience Required
Minimum 5 year(s)
Product Manager at BANK OF MARIN
Novato, California, United States - Full Time
Skills Needed
Product Management Strategy, Data Analytics, Cross Functional Collaboration, Customer Experience, Digitalization, Business Requirements Analysis, Negotiation, Problem Solving, Time Management, Interpersonal Communication, Presentation Skills, Analytical Skills
Specialization
Candidates need 5-7 years of related experience and a bachelor's degree or equivalent training. Proficiency in banking products, business requirements analysis, and strong communication skills are required.
Experience Required
Minimum 5 year(s)
Loan Servicing Specialist at First US Bank
Mobile, Alabama, United States -
Full Time

Start Date

Immediate

Expiry Date

09 Sep, 26

Salary

0.0

Posted On

11 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Loan Servicing, Customer Support, Collateral Administration, Contract Funding, Account Reconciliation, Microsoft Office, Communication Skills, Organizational Skills, Attention to Detail, Regulatory Compliance, BSA/AML, Payment Processing, Lien Releases, Payoff Quotes, Data Entry, Problem Solving

Industry

Banking

Description
Job Summary:   The Loan Servicing Specialist performs a variety of loan servicing and customer support functions for consumer loans originated through First US Bank’s network of approved dealer partners. Serves as a cross-functional team member, providing exceptional support and backup coverage for contract funding, collateral administration, customer service, and other internal stakeholders. Performs other duties as assigned.   Primary Responsibilities / Job Duties: * Track incoming dealer funding packages for team review. * Maintain the shared funding tracker report to ensure all received packets are properly documented and accounted for. * Send daily funding notices to dealers; ensure accurate and timely communication of funding activity and requests for original documents post-funding; maintain appropriate records and documentation. * Maintain the contract recap spreadsheet to ensure all required wet-ink signed original documents are received in a timely manner. * Monitor loan accounts exceptions to ensure prompt resolution. * Work with dealers, state agencies, and customers to obtain missing documentation. * Provide professional and timely assistance regarding account information, payments, title status, and loan servicing requests. * Respond to customer, dealer, and internal inquiries regarding loan accounts, payment histories, collateral status, and payoff information. * Process routine loan maintenance requests. * Research and resolve account balancing issues, payment discrepancies, unapplied funds, and posting exceptions. * Prepare and provide payoff quotes upon request. * Process paid-in-full accounts and prepare lien releases. * Coordinate title release and collateral documentation delivery to customers. * Ensure all post-payoff activities are completed accurately and within established service standards. * Effectively manage inbound email communications through timely review, assignment, escalation, and follow-up; maintain accountability for preventing unanswered or unresolved items. * Manage a high volume of inbound calls during peak periods; take ownership of dealer and customer interactions by promptly answering calls, assessing needs, providing accurate assistance, and ensuring timely resolution or appropriate escalation. * Maintain positive working relationships with dealer partners to support business growth and service excellence. * Comply with all applicable laws, regulations, policies, procedures, and compliance requirements. * Participate in and complete all required compliance training, including BSA/AML, as well as other internal and external training programs. * Participate in process improvement initiatives to enhance efficiency, accuracy, and dealer experience. * Cross-train in multiple department functions to provide backup coverage during absences and periods of increased volume. * Assist in training new teammates as needed. * Perform other duties as assigned. Position Requirements: * High School diploma or equivalent required; Associate’s degree preferred. * Minimum of two years of financial services experience preferred. * General understanding of consumer lending and collateralized loan servicing is a plus. * Excellent organizational skills and attention to detail. * Strong verbal and written communication skills. * Proficiency with Microsoft Office applications and other business computer systems. * Ability to work independently and collaboratively within a team environment. * Ability to manage multiple priorities in a fast-paced environment. * Ability to work flexible hours, including overtime and occasional Saturdays, to meet operational demands during month-end, peak seasonal funding cycles, and other high-volume business periods. Working Environment / Physical Demands:   Work is performed in a professional office environment and requires the ability to operate standard office equipment and keyboards. Prolonged periods sitting at a desk and working on a computer. May require the ability to lift files, bend, reach, walk or maneuver around the bank. Must be able to lift up to 15 pounds at times.   Disclaimer: This position description is not intended, and should not be construed, to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with the job; it is intended to be an accurate reflection of those principal job elements essential to the job.   Federal Contractor – Equal Opportunity Employer M/F/Disabled/Vets  
Responsibilities
The Loan Servicing Specialist manages consumer loan servicing, funding packages, and collateral administration for dealer partners. They provide customer support, resolve account discrepancies, and ensure compliance with banking laws and internal policies.
Loan Servicing Specialist at First US Bank
Mobile, Alabama, United States - Full Time
Skills Needed
Loan Servicing, Customer Support, Collateral Administration, Contract Funding, Account Reconciliation, Microsoft Office, Communication Skills, Organizational Skills, Attention To Detail, Regulatory Compliance, Bsa/Aml, Payment Processing, Lien Releases, Payoff Quotes, Data Entry, Problem Solving
Specialization
A high school diploma is required, though an associate degree and two years of financial services experience are preferred. Candidates must be proficient in Microsoft Office and capable of working flexible hours, including occasional Saturdays.
Experience Required
Minimum 2 year(s)
Citizens Branch Manager at Citizens Bank
New York, New York, United States - Full Time
Skills Needed
Leadership, Sales Management, Coaching, Customer Experience, Operational Integrity, Financial Acumen, Strategic Planning, Talent Development, Relationship Building, P&L Management, Community Engagement, Digital Banking Proficiency
Specialization
Requires a high school diploma and at least 4 years of sales management experience in a retail or branch banking environment. Must have a proven track record of meeting sales goals in a P&L environment and comply with SAFE Act requirements.
Experience Required
Minimum 5 year(s)
Junior Data Product Manager at EastWest Bank
Makati, Metro Manila, Philippines - Full Time
Skills Needed
Product Management, Data Modeling, Data Governance, Agile Delivery, Sql, Tableau, Power Bi, Jira, Confluence, Data Analysis, Backlog Grooming, Stakeholder Management
Specialization
Requires a Bachelor's degree in a technical or business field and 1 to 2 years of experience in data operations or digital projects. Basic knowledge of data governance, agile practices, and BI tools is expected.
Audit Section Head - Head Office at EastWest Bank
Manila, National Capital District, Philippines - Full Time
Skills Needed
Internal Audit, Risk Management, Governance, Compliance, Fraud Investigation, Forensic Investigation, Report Writing, Analytical Ability, Supervision, Interviewing, Time Management, Teamwork, Conflict Resolution, Leadership, Interpersonal Skills, Accounting Principles
Specialization
Requires a Bachelor's degree in Accountancy and a professional certification such as CPA, CIA, CISA, or CFE. Candidates must have at least five years of experience in internal audit or bank operations.
Experience Required
Minimum 5 year(s)
Sr Director of Treasury and Risk at Language Bank
Worcester, Massachusetts, United States - Full Time
Skills Needed
Treasury Strategy, Cash Forecasting, Liquidity Management, Investment Activities, Banking Relationship Management, Financing Structures, Risk Management, Insurance Programs, Debt Strategy, Covenant Compliance, Accounts Payable, Continuous Improvement, Financial Stewardship, Team Mentorship, Executive Leadership, Strategic Planning
Specialization
Seeking a strategic finance leader capable of managing complex fund movements and turning data into actionable decisions. Must be able to balance high-level boardroom strategy with operational execution in a mission-driven environment.
Experience Required
Minimum 10 year(s)
Loan Quality Assurance Specialist II at WestStar Bank
El Paso, Texas, United States - Full Time
Skills Needed
Loan Accounting, Gl Reconciliation, Loan Servicing, Financial Reporting, Regulatory Compliance, Audit Preparation, Problem Solving, Microsoft Office, Payment Application, Loan Payoff Calculation, Data Entry, Attention To Detail
Specialization
Requires a minimum of 2 years of banking experience, preferably in loan operations or related roles. Candidates should possess strong loan accounting knowledge and proficiency with bank core systems and Microsoft programs.
Experience Required
Minimum 2 year(s)
SMCR Lead/Manager at Starling Bank
London, England, United Kingdom - Full Time
Skills Needed
Smcr Framework Management, Regulatory Compliance, Fitness & Propriety Reviews, Fca Connect, Stakeholder Management, Governance, Risk Management, Audit Trail Maintenance, Executive Support, Project Management, Training Delivery, Regulatory Liaison
Specialization
Requires deep hands-on experience managing FCA and PRA SMCR frameworks within a banking or financial services environment. Must possess strong executive presence and technical familiarity with the FCA Handbook and PRA Rulebook.
Experience Required
Minimum 5 year(s)
טלנק משכנתאות 2344-2026 at Discount Bank
Bat Yam, Tel-Aviv District, Israel - Full Time
Skills Needed
Customer Service, Sales Orientation, Mortgage Consulting, Financial Analysis, Client Acquisition, Mortgage Structuring
Specialization
A full high school diploma is mandatory, along with experience in customer service and a sales-oriented approach. Completion of a mortgage consulting course is an advantage, and availability for 5 shifts per week is required.
Personal Banker I - Multi-Location - Grove Hill at First US Bank
Grove Hill, Alabama, United States - Full Time
Skills Needed
Customer Service, Financial Transactions, Account Opening, Digital Banking Expertise, Cash Handling, Compliance, Communication Skills, Mathematical Skills, Attention To Detail, Interpersonal Skills, Teamwork, Bank Software Proficiency
Specialization
Requires a high school diploma and at least two years of financial institution experience in teller transactions and account opening. Must possess a valid driver's license and reliable transportation for travel between branch locations.
Experience Required
Minimum 2 year(s)
Lead Data Scientist at EastWest Bank
Makati, Metro Manila, Philippines - Full Time
Skills Needed
Machine Learning, Statistical Modeling, Ai Models, People Management, Mlops, Python, R, Sql, Scikit Learn, Xgboost, Tensorflow, Pytorch, Model Governance, Data Science Roadmap, Stakeholder Management, Financial Domain Knowledge
Specialization
Requires a Bachelor's degree in a quantitative field with extensive experience in data science and people management. Expert proficiency in Python, R, SQL, and various ML frameworks is essential, with banking experience preferred.
Experience Required
Minimum 10 year(s)
טלנק משכנתאות 2344-2026 at Discount Bank
Kiryat Ata, Haifa District, Israel - Full Time
Skills Needed
Mortgage Consulting, Customer Service, Sales Orientation, Financial Analysis, Mortgage Structuring, Client Acquisition
Specialization
Requires a full high school diploma and experience in customer service with a sales orientation. Completion of a mortgage consulting course is an advantage, and availability for 5 shifts per week is required.
Teller at Citizens Bank
Big Bend, Wisconsin, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Cross Selling, Banking Transactions, Account Balancing, Professional Communication, Organizational Skills, Computer Literacy, Confidentiality, Teamwork, Accuracy
Specialization
Requires a High School Diploma or GED and at least 6 months of experience in customer service and cash handling. Proficiency in basic computer software and a high level of professionalism are essential.
Audit Officer - Audit Support/Continuous Audit at EastWest Bank
Makati, National Capital District, Philippines - Full Time
Skills Needed
Data Mining, Data Analysis, Acl, Sql, It Security, Forensic Investigation, Fraud Examination, Internal Audit, Risk Management, Governance, Internal Controls, Accounting Standards, Iia Standards, Compliance, Database Structures, Application Systems
Specialization
Requires a degree in Accountancy, IT, or Data Analytics with at least 5 years of experience in internal audit and data analytics. Professional certifications like CPA, CIA, CISA, or CFE are preferred along with technical expertise in SQL and ACL.
Experience Required
Minimum 5 year(s)
Teller I at Blue Sky Bank
Weatherford, Oklahoma, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Transaction Processing, Fraud Detection, Cross Selling, Attention To Detail, Communication Skills, Multitasking, Digital Banking Support, Account Maintenance, Data Entry, Regulatory Compliance
Specialization
A high school diploma or GED is required along with a valid driver's license and reliable transportation. Preferred candidates have experience in banking, cash handling, or customer service.
Customer Service Assistant I (Bank CSA)/Req #1185 Onsite Only at Partners Bank
Buxton, Maine, United States - Full Time
Skills Needed
Teller Transactions, Customer Service, Account Maintenance, Needs Based Selling, Cash Drawer Balancing, Electronic Banking, Cross Selling, Problem Resolution, Interpersonal Communication, Multitasking, Organizational Skills, Computer Skills
Specialization
Requires a minimum of one year of teller or customer service banking experience in a branch or call center. Must possess strong communication, organizational, and technical skills with a solid understanding of banking policies.
Marketing Generalist at Extraco Banks
Waco, Texas, United States - Full Time
Skills Needed
Campaign Planning, Content Creation, Social Media Management, Adobe Creative Cloud, Graphic Design, Email Marketing, Event Coordination, Customer Experience Reporting, Writing, Editing, Digital Marketing, Hubspot, Drupal 9, Photography, Videography, Project Management
Specialization
Candidates must have a bachelor's degree in Marketing, Graphic Design, or a related field and at least 3 years of professional experience. Proficiency in Adobe Creative Cloud and experience with social media analytics are required.
Experience Required
Minimum 2 year(s)
Senior Loan Assistant at Blue Sky Bank
Tulsa, Oklahoma, United States - Full Time
Skills Needed
Commercial Lending Documentation, Loan Administration, Loan Closing Coordination, Customer Relationship Management, Financial Spreads, Portfolio Monitoring, Microsoft Excel, Microsoft Word, Ucc Searches, Analytical Problem Solving, Written Communication, Verbal Communication, Organizational Skills, Attention To Detail, Customer Service, Cross Selling
Specialization
Requires an associate's degree or equivalent experience and at least 5 years of commercial lending documentation and administration experience. Candidates must possess strong analytical skills, proficiency in Microsoft Office, and a valid driver's license.
Experience Required
Minimum 5 year(s)
Trade Desk Specialist at Citizens Bank
Johnston, Rhode Island, United States - Full Time
Skills Needed
Trade Entry, Order Execution, Account Maintenance, Customer Service, Wealth Management Operations, Regulatory Compliance, Problem Solving, Verbal Communication, Written Communication, Quality Control
Specialization
Candidates must hold FINRA Series 7 and 63/66 certifications with at least 3 years of experience in Wealth Management Operations or a Contact Center. A customer-focused mindset and strong communication skills are required.
Experience Required
Minimum 2 year(s)
Senior Staff Accountant at Extraco Banks
Waco, Texas, United States - Full Time
Skills Needed
Gaap, Financial Reporting, General Ledger Reconciliations, Internal Controls, Regulatory Reporting, Financial Analysis, Budgeting, Forecasting, Microsoft Excel, Audit Support, Problem Solving, Communication Skills, Cognos, Database Querying, Process Improvement, Account Analysis
Specialization
A Bachelor's degree in Accounting or Finance is required, with 5+ years of progressively responsible accounting experience. Proficiency in GAAP, advanced Excel, and experience with financial reporting are essential, while a CPA and banking experience are preferred.
Experience Required
Minimum 5 year(s)
Product Manager at BANK OF MARIN
Novato, California, United States - Full Time
Skills Needed
Product Management Strategy, Data Analytics, Cross Functional Collaboration, Customer Experience, Digitalization, Business Requirements Analysis, Negotiation, Problem Solving, Time Management, Interpersonal Communication, Presentation Skills, Analytical Skills
Specialization
Candidates need 5-7 years of related experience and a bachelor's degree or equivalent training. Proficiency in banking products, business requirements analysis, and strong communication skills are required.
Experience Required
Minimum 5 year(s)