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Commercial Loan Documentation Specialist at ChoiceOne Bank
Sparta, Michigan, United States - Full Time
Skills Needed
Commercial Loan Documentation, Ucc Searches, Loan Closing, Credit Analysis, Collateral Management, Regulatory Compliance, Microsoft Office, Customer Service, Loan Pipeline Management, Cra Reporting, Hmda Reporting, Business Entity Documentation
Specialization
Requires a high school diploma and one to two years of experience in commercial loan documentation. Must possess knowledge of business entity documents and basic proficiency in Microsoft Office.
GESTOR/A BANCA PERSONAL - RED - PARTICULARES - CONTRIBUIDOR INDIVIDUAL at CAIXABANK S.A.
Girona, Catalonia, Spain - Full Time
Skills Needed
Relational Selling, Customer Focus, Digital Banking Services, Financial Advisory, Portfolio Management, Negotiation, Risk Management, Anti Money Laundering Compliance, Customer Experience, Commercial Strategy, Financial Product Knowledge, Ai Literacy
Specialization
Requires perseverance, initiative, and a strong ability for relational selling and teamwork. Candidates must have deep knowledge of banking products, financial sectors, and digital tools to guide clients through operations.
Experience Required
Minimum 2 year(s)
GESTOR/A BANCA PERSONAL - RED - PARTICULARES - CONTRIBUIDOR INDIVIDUAL at CAIXABANK S.A.
Girona, Catalonia, Spain - Full Time
Skills Needed
Relational Selling, Customer Focus, Digital Services Proficiency, Financial Advisory, Portfolio Management, Negotiation, Risk Policy Management, Anti Money Laundering Compliance, Ai Literacy, Customer Experience Optimization, Commercial Strategy, Financial Product Knowledge
Specialization
Requires perseverance, initiative, and a strong ability for relational selling and teamwork. Candidates must be proficient in digital banking services, financial products, and internal risk and anti-money laundering regulations.
Experience Required
Minimum 2 year(s)
GESTION DE CLIENTES I GEST. BANCA PERSONAL BANCA PARTICULARES HOR. LAB. SI at CAIXABANK S.A.
Girona, Catalonia, Spain - Full Time
Skills Needed
Relational Selling, Customer Experience, Financial Advisory, Digital Banking Services, Portfolio Management, Customer Relationship Management, Negotiation, Risk Policy Compliance, Anti Money Laundering, Ai Literacy, Financial Product Knowledge, Sales Closing
Specialization
Requires perseverance, initiative, and strong relational selling skills with a customer-centric approach. Must have proficiency in digital banking services and a deep understanding of financial products and regulatory compliance.
Experience Required
Minimum 2 year(s)
GESTION DE CLIENTES I GEST. BANCA PERSONAL BANCA PARTICULARES HOR. LAB. SI at CAIXABANK S.A.
Girona, Catalonia, Spain - Full Time
Skills Needed
Relational Sales, Customer Experience, Financial Advisory, Digital Banking Services, Portfolio Management, Negotiation, Risk Management, Anti Money Laundering, Ai Literacy, Customer Relationship Management, Financial Product Knowledge, Sales Closing
Specialization
Requires perseverance, initiative, and strong relational sales skills with a focus on the customer. Must have proficiency in digital banking services, financial product portfolios, and compliance with internal risk and tax regulations.
Experience Required
Minimum 2 year(s)
Direct to Consumer Loan Officer at Bank of Hawaii
Honolulu, Hawaii, United States - Full Time
Skills Needed
Residential Loan Documentation, Mortgage Processing, Underwriting Submission, Conventional Loan Guidelines, Government Loan Guidelines, Automated Underwriting Systems, Microsoft Office, Analytical Thinking, Detail Oriented, Time Management, Verbal Communication, Written Communication
Specialization
Requires a bachelor's degree or equivalent experience and 2-4 years of mortgage or credit lending background. Must be registered with the NMLS and demonstrate proficiency in automated underwriting systems and Microsoft applications.
Experience Required
Minimum 2 year(s)
EMPLEADOS/AS PARTICULARES/STORE - RED - CONTRIBUIDOR INDIVIDUAL at CAIXABANK S.A.
Benavente, Castile and León, Spain - Full Time
Skills Needed
Commercial Analysis, Customer Service, Sales Negotiation, Financial Products, Active Listening, Digital Banking Services, Market Analysis, Planning And Management, Teamwork, Proactive Opportunity Identification, Anti Money Laundering Regulations, Ai Literacy
Specialization
Requires proven experience in a branch office network and proficiency in digital banking tools. Candidates must possess strong commercial analysis skills, social abilities, and a results-oriented mindset.
Experience Required
Minimum 2 year(s)
EMPLEADOS/AS PARTICULARES/STORE - RED - CONTRIBUIDOR INDIVIDUAL at CAIXABANK S.A.
Bagà, Catalonia, Spain - Full Time
Skills Needed
Customer Service Quality, Commercial Systematics, Customer Relationship Management, Product Combination Sales, Closing Sales, Negotiation, Banking Products, Financial Services, Communication, Empathy, Change Management, Result Orientation, Anti Money Laundering Regulations, Ai Literacy, Commercial Tools
Specialization
Requires proven experience in a branch office network and proficiency in the entity's digital services. Candidates must possess strong commercial analysis skills, active listening, and a results-oriented approach.
Experience Required
Minimum 2 year(s)
EMPLEADOS/AS PARTICULARES/STORE - RED - CONTRIBUIDOR INDIVIDUAL at CAIXABANK S.A.
Bagà, Catalonia, Spain - Full Time
Skills Needed
Commercial Analysis, Customer Service, Sales Negotiation, Financial Product Knowledge, Active Listening, Digital Banking Services, Planning And Management, Teamwork, Anti Money Laundering Regulations, Ai Literacy
Specialization
Requires proven experience in a branch office network and proficiency in the entity's digital services. Candidates must possess strong commercial analysis skills, social abilities, and a results-oriented mindset.
Experience Required
Minimum 2 year(s)
Processing & Service Representative I/II/III/Senior at Bank of Hawaii
Honolulu, Hawaii, United States - Full Time
Skills Needed
Data Entry, Quality Control, Loan Processing, Customer Service, Microsoft Office, Analytical Skills, Project Management, Time Management, Critical Thinking, 10 Key By Touch, Written Communication, Verbal Communication
Specialization
Requires a high school diploma or bachelor's degree depending on the level, with 2 to 4 years of banking or customer service experience. Proficiency in Microsoft applications and the ability to work flexible hours is required.
Experience Required
Minimum 2 year(s)
Branch Manager I at ChoiceOne Bank
Fenton, Michigan, United States - Full Time
Skills Needed
Business Development, Staff Supervision, Commercial Lending, Retail Loan Underwriting, Customer Relationship Management, Community Outreach, Performance Management, Regulatory Compliance, Strategic Thinking, Delegation, Analytical Skills, Communication, Nmls, Sales Management, Operational Management, Leadership
Specialization
Requires 3 to 5 years of banking experience and previous experience in branch management or a similar leadership role. A bachelor's degree in a business-related major is preferred, and NMLS designation is required.
Experience Required
Minimum 2 year(s)
GESTOR/A PERSONAL A DISTANCIA - CONNECTA - PREMIER - CONTRIBUIDOR INDIVIDUA at CAIXABANK S.A.
Murcia, Region of Murcia, Spain - Full Time
Skills Needed
Portfolio Management, Commercial Management, Digital Transformation, Risk Analysis, Digital Sales, Customer Relationship Management, Financial Advisory, Credit Risk Management, Digital Onboarding, Multi Channel Customer Service, Commercial Planning, Delinquency Management
Specialization
Requires experience in commercial portfolio management and mandatory MIFID, LCCI, and IDD certifications. Knowledge of Premier Banking protocols, retail banking products, and delinquency management is essential.
Experience Required
Minimum 2 year(s)
Relationship Specialist at Five Star Bank
San Francisco, California, United States - Full Time
Skills Needed
Business Development, Client Relationship Management, Cash Management Services, Lending Products, Bsa Compliance, Financial Data Analysis, Written Communication, Verbal Communication, Problem Solving, Analytical Skills, Attention To Detail, Time Management, Microsoft Word, Microsoft Excel, Anti Money Laundering, Process Improvement
Specialization
Candidates must have over five years of experience in a similar capacity with strong analytical and organizational skills. Proficiency in Microsoft Office and the ability to handle changing priorities with acute attention to detail are required.
Experience Required
Minimum 5 year(s)
GESTION DE CLIENTES I GEST. BANCA PERSONAL BANCA PARTICULARES HOR. LAB. SI at CAIXABANK S.A.
Girona, Catalonia, Spain - Full Time
Skills Needed
Relational Selling, Customer Experience, Financial Advisory, Portfolio Management, Digital Banking Services, Negotiation, Risk Management, Anti Money Laundering, Financial Regulation, Ai Literacy, Customer Relationship Management, Sales Closing, Proactive Opportunity Identification, Teamwork, Financial Product Knowledge, Customer Service Quality
Specialization
Requires perseverance, initiative, and strong relational selling skills with a customer-centric approach. Must have proficiency in digital banking services and a deep understanding of financial products and regulatory compliance.
Experience Required
Minimum 2 year(s)
GESTOR/A BANCA PERSONAL - RED - PARTICULARES - CONTRIBUIDOR INDIVIDUAL at CAIXABANK S.A.
Girona, Catalonia, Spain - Full Time
Skills Needed
Customer Service, Commercial Management, Financial Advice, Sales Negotiation, Client Portfolio Management, Banking Products, Digital Banking Services, Regulatory Compliance, Anti Money Laundering, Ai Literacy, Risk Management, Tax Regulations, Relationship Sales, Change Management, Communication, Teamwork
Specialization
Requires strong relational sales skills, initiative, and proficiency in digital banking services. Candidates must have a deep knowledge of banking products, financial environments, and regulatory compliance including anti-money laundering procedures.
Experience Required
Minimum 2 year(s)
Teller at Red River Bank
Shreveport, Louisiana, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Transaction Processing, Attention To Detail, Banking Regulations, Computer Skills, Confidentiality, Accuracy, Communication
Specialization
Requires a high school diploma or GED, or a combination of equivalent education and limited related experience. Must possess basic computer skills and the physical ability to lift up to 50 pounds.
Senior Ag/Commercial Loan Processor at Profinium Bank
Owatonna, Minnesota, United States - Full Time
Skills Needed
Loan Processing, Agricultural Lending, Commercial Lending, Documentation Review, Title Policy Review, Collateral Perfection, Ucc Lien Searches, Customer Service, Peer Leadership, Training, Numerical Aptitude, Attention To Detail, Jack Henry Core System, Laserpro, Account Management, Credit Reporting
Specialization
Requires a high school diploma and at least one year of related bank experience in loan operations or support. Proficiency in office software is required, with preference given to candidates experienced in Jack Henry and Laserpro.
Experience Required
Minimum 2 year(s)
Ag/Commercial Loan Processor at Profinium Bank
Fairmont, Minnesota, United States - Full Time
Skills Needed
Loan Processing, Agricultural Lending, Commercial Lending, Documentation Review, Customer Service, Attention To Detail, Numerical Aptitude, Ucc Lien Searches, Collateral Perfection, Title Policy Review, Account Management, Written Communication, Verbal Communication, Independent Judgement, Teamwork, Office Equipment Utilization
Specialization
Requires a high school diploma and preferred one or more years of banking experience. Candidates must possess high numerical aptitude and the ability to handle confidential information in an office environment.
Institutional Giving Coordinator at MANNA FoodBank
Mills River, North Carolina, United States - Full Time
Skills Needed
Donor Research, Grant Writing, Administrative Support, Project Coordination, Data Integrity, Stewardship, Microsoft 365, Donorperfect, Monday.Com, Sharepoint, Instrumentl, Compliance Tracking, Reporting, Organization, Attention To Detail, Nonprofit Fundraising
Specialization
Requires a high school diploma or equivalent and prefers up to two years of related work experience. Must be proficient in Microsoft 365 and possess strong organizational skills with the ability to manage multiple deadlines.
Senior Trust Officer at Bank of Clarke
Winchester, Virginia, United States - Full Time
Skills Needed
Trust Administration, Fiduciary Service, Investment Management, Tax Impact Management, Trust Accounting, Regulatory Review, Court Accountings, Client Relationship Management, Wealth Transfer Tax, Financial Reporting, Communication Skills, Attention To Detail
Specialization
Requires a minimum of 10 years of experience in personal trust administration and a bachelor's degree, with a JD or CTFA preferred. Candidates must possess strong proficiency in trust accounting principles and superior communication skills.
Experience Required
Minimum 10 year(s)
Commercial Loan Documentation Specialist at ChoiceOne Bank
Sparta, Michigan, United States -
Full Time

Start Date

Immediate

Expiry Date

01 Sep, 26

Salary

0.0

Posted On

03 Jun, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Commercial Loan Documentation, UCC Searches, Loan Closing, Credit Analysis, Collateral Management, Regulatory Compliance, Microsoft Office, Customer Service, Loan Pipeline Management, CRA Reporting, HMDA Reporting, Business Entity Documentation

Industry

Banking

Description
Description Commercial Loan Documentation Specialist Non-Exempt - Grade Level 4 Equal Employment Opportunity Corporate Values & Mission “Provide superior service, quality advice and show utmost respect to everyone we meet.” General Summary Perform a variety of clerical support services, including numerous duties which facilitate and safeguard the lending function. Reports To: VP Commercial Loan Operations and/or AVP Commercial Loan Operations Manager Essential Duties and Responsibilities Prepare commercial loan documents (including SBA, FmHA, participation, construction, letters of credit, etc.) Order supporting documents – UCC searches, business registrations, certificates of good standing, credit reports, title work, resolutions, surveys, etc. Meet with customers to close various types of loans. Complete follow-up to loan terms and conditions post-closing – title policies, mortgage recordings, insurances, etc. Prepare loan extensions and amendments Maintain credit and collateral files Perform steps necessary to finalize closed/paid loans – discharges, releases, terminations, etc. Handle notices, correspondence, and reporting requirements appropriately and in a timely manner. Customer Service – transaction processing, loan inquiries, etc. Assist Loan Officers and others in the department as requested. Assist supervisor in managing loan pipeline and perform pre-closing documentation reviews to ensure accuracy of documents Timely identification and of CRA and HMDA loans. CRA Loans entered on CRA Relief at least quarterly Training of new employees on commercial loan documentation and procedures Additional responsibilities as assigned. Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and reports any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer. Be familiar with and comply with all federal and state banking regulations as applicable. Qualifications To perform this job successfully, an individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required. Experience and/or Education High School Diploma or Equivalent Minimum one (1) to two (2) years Commercial Loan Documentation experience Knowledge of business entity documents including corporations, LLC’s, partnerships, etc. Computer knowledge - Windows, Microsoft Office, Word, Excel, miscellaneous software applications (basic working knowledge) Competencies In addition to the Corporate Core Competencies, individuals in this position are expected to exhibit the following: Communication – Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings. Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data accurately; able to read and interpret written information. Analytical – Synthesizes complex and diverse information; collects and researches data; uses intuition and experience to complement data. Technical Skills – Assesses own strengths and weaknesses; pursues training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others. Has a thorough understanding of underwriting, coverages and rating procedures. Quality – Demonstrates accuracy and thoroughness; monitors own work to ensure quality. Quantity – Meets productivity standards; completes work in a timely manner; strives to increase productivity; works quickly. Adaptability – Adapts to changes in work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays or unexpected events. Dependability – Follows instructions; responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; completes tasks on time or notifies appropriate person with an alternate plan. Initiative – Undertakes self-development activities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed. Physical Demands and Work Environment Ability to work in an office environment which may include many hours of computer and telephone usage. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodation. By signing below, I acknowledge and understand the expectations and requirements of my role and agree to meet these duties to the best of my ability. ____________________________________ _____________ Employee Signature Date ____________________________________ Employee Name Printed (please print legibly) ____________________________________ _____________ Supervisor Signature Date ____________________________________ _____________ Human Resources Signature Date 1.31.25
Responsibilities
Prepare and manage commercial loan documentation, including SBA and construction loans, while coordinating closing processes with customers. Ensure compliance with banking regulations and maintain accurate credit and collateral files.
Commercial Loan Documentation Specialist at ChoiceOne Bank
Sparta, Michigan, United States - Full Time
Skills Needed
Commercial Loan Documentation, Ucc Searches, Loan Closing, Credit Analysis, Collateral Management, Regulatory Compliance, Microsoft Office, Customer Service, Loan Pipeline Management, Cra Reporting, Hmda Reporting, Business Entity Documentation
Specialization
Requires a high school diploma and one to two years of experience in commercial loan documentation. Must possess knowledge of business entity documents and basic proficiency in Microsoft Office.
GESTOR/A BANCA PERSONAL - RED - PARTICULARES - CONTRIBUIDOR INDIVIDUAL at CAIXABANK S.A.
Girona, Catalonia, Spain - Full Time
Skills Needed
Relational Selling, Customer Focus, Digital Banking Services, Financial Advisory, Portfolio Management, Negotiation, Risk Management, Anti Money Laundering Compliance, Customer Experience, Commercial Strategy, Financial Product Knowledge, Ai Literacy
Specialization
Requires perseverance, initiative, and a strong ability for relational selling and teamwork. Candidates must have deep knowledge of banking products, financial sectors, and digital tools to guide clients through operations.
Experience Required
Minimum 2 year(s)
GESTOR/A BANCA PERSONAL - RED - PARTICULARES - CONTRIBUIDOR INDIVIDUAL at CAIXABANK S.A.
Girona, Catalonia, Spain - Full Time
Skills Needed
Relational Selling, Customer Focus, Digital Services Proficiency, Financial Advisory, Portfolio Management, Negotiation, Risk Policy Management, Anti Money Laundering Compliance, Ai Literacy, Customer Experience Optimization, Commercial Strategy, Financial Product Knowledge
Specialization
Requires perseverance, initiative, and a strong ability for relational selling and teamwork. Candidates must be proficient in digital banking services, financial products, and internal risk and anti-money laundering regulations.
Experience Required
Minimum 2 year(s)
GESTION DE CLIENTES I GEST. BANCA PERSONAL BANCA PARTICULARES HOR. LAB. SI at CAIXABANK S.A.
Girona, Catalonia, Spain - Full Time
Skills Needed
Relational Selling, Customer Experience, Financial Advisory, Digital Banking Services, Portfolio Management, Customer Relationship Management, Negotiation, Risk Policy Compliance, Anti Money Laundering, Ai Literacy, Financial Product Knowledge, Sales Closing
Specialization
Requires perseverance, initiative, and strong relational selling skills with a customer-centric approach. Must have proficiency in digital banking services and a deep understanding of financial products and regulatory compliance.
Experience Required
Minimum 2 year(s)
GESTION DE CLIENTES I GEST. BANCA PERSONAL BANCA PARTICULARES HOR. LAB. SI at CAIXABANK S.A.
Girona, Catalonia, Spain - Full Time
Skills Needed
Relational Sales, Customer Experience, Financial Advisory, Digital Banking Services, Portfolio Management, Negotiation, Risk Management, Anti Money Laundering, Ai Literacy, Customer Relationship Management, Financial Product Knowledge, Sales Closing
Specialization
Requires perseverance, initiative, and strong relational sales skills with a focus on the customer. Must have proficiency in digital banking services, financial product portfolios, and compliance with internal risk and tax regulations.
Experience Required
Minimum 2 year(s)
Direct to Consumer Loan Officer at Bank of Hawaii
Honolulu, Hawaii, United States - Full Time
Skills Needed
Residential Loan Documentation, Mortgage Processing, Underwriting Submission, Conventional Loan Guidelines, Government Loan Guidelines, Automated Underwriting Systems, Microsoft Office, Analytical Thinking, Detail Oriented, Time Management, Verbal Communication, Written Communication
Specialization
Requires a bachelor's degree or equivalent experience and 2-4 years of mortgage or credit lending background. Must be registered with the NMLS and demonstrate proficiency in automated underwriting systems and Microsoft applications.
Experience Required
Minimum 2 year(s)
EMPLEADOS/AS PARTICULARES/STORE - RED - CONTRIBUIDOR INDIVIDUAL at CAIXABANK S.A.
Benavente, Castile and León, Spain - Full Time
Skills Needed
Commercial Analysis, Customer Service, Sales Negotiation, Financial Products, Active Listening, Digital Banking Services, Market Analysis, Planning And Management, Teamwork, Proactive Opportunity Identification, Anti Money Laundering Regulations, Ai Literacy
Specialization
Requires proven experience in a branch office network and proficiency in digital banking tools. Candidates must possess strong commercial analysis skills, social abilities, and a results-oriented mindset.
Experience Required
Minimum 2 year(s)
EMPLEADOS/AS PARTICULARES/STORE - RED - CONTRIBUIDOR INDIVIDUAL at CAIXABANK S.A.
Bagà, Catalonia, Spain - Full Time
Skills Needed
Customer Service Quality, Commercial Systematics, Customer Relationship Management, Product Combination Sales, Closing Sales, Negotiation, Banking Products, Financial Services, Communication, Empathy, Change Management, Result Orientation, Anti Money Laundering Regulations, Ai Literacy, Commercial Tools
Specialization
Requires proven experience in a branch office network and proficiency in the entity's digital services. Candidates must possess strong commercial analysis skills, active listening, and a results-oriented approach.
Experience Required
Minimum 2 year(s)
EMPLEADOS/AS PARTICULARES/STORE - RED - CONTRIBUIDOR INDIVIDUAL at CAIXABANK S.A.
Bagà, Catalonia, Spain - Full Time
Skills Needed
Commercial Analysis, Customer Service, Sales Negotiation, Financial Product Knowledge, Active Listening, Digital Banking Services, Planning And Management, Teamwork, Anti Money Laundering Regulations, Ai Literacy
Specialization
Requires proven experience in a branch office network and proficiency in the entity's digital services. Candidates must possess strong commercial analysis skills, social abilities, and a results-oriented mindset.
Experience Required
Minimum 2 year(s)
Processing & Service Representative I/II/III/Senior at Bank of Hawaii
Honolulu, Hawaii, United States - Full Time
Skills Needed
Data Entry, Quality Control, Loan Processing, Customer Service, Microsoft Office, Analytical Skills, Project Management, Time Management, Critical Thinking, 10 Key By Touch, Written Communication, Verbal Communication
Specialization
Requires a high school diploma or bachelor's degree depending on the level, with 2 to 4 years of banking or customer service experience. Proficiency in Microsoft applications and the ability to work flexible hours is required.
Experience Required
Minimum 2 year(s)
Branch Manager I at ChoiceOne Bank
Fenton, Michigan, United States - Full Time
Skills Needed
Business Development, Staff Supervision, Commercial Lending, Retail Loan Underwriting, Customer Relationship Management, Community Outreach, Performance Management, Regulatory Compliance, Strategic Thinking, Delegation, Analytical Skills, Communication, Nmls, Sales Management, Operational Management, Leadership
Specialization
Requires 3 to 5 years of banking experience and previous experience in branch management or a similar leadership role. A bachelor's degree in a business-related major is preferred, and NMLS designation is required.
Experience Required
Minimum 2 year(s)
GESTOR/A PERSONAL A DISTANCIA - CONNECTA - PREMIER - CONTRIBUIDOR INDIVIDUA at CAIXABANK S.A.
Murcia, Region of Murcia, Spain - Full Time
Skills Needed
Portfolio Management, Commercial Management, Digital Transformation, Risk Analysis, Digital Sales, Customer Relationship Management, Financial Advisory, Credit Risk Management, Digital Onboarding, Multi Channel Customer Service, Commercial Planning, Delinquency Management
Specialization
Requires experience in commercial portfolio management and mandatory MIFID, LCCI, and IDD certifications. Knowledge of Premier Banking protocols, retail banking products, and delinquency management is essential.
Experience Required
Minimum 2 year(s)
Relationship Specialist at Five Star Bank
San Francisco, California, United States - Full Time
Skills Needed
Business Development, Client Relationship Management, Cash Management Services, Lending Products, Bsa Compliance, Financial Data Analysis, Written Communication, Verbal Communication, Problem Solving, Analytical Skills, Attention To Detail, Time Management, Microsoft Word, Microsoft Excel, Anti Money Laundering, Process Improvement
Specialization
Candidates must have over five years of experience in a similar capacity with strong analytical and organizational skills. Proficiency in Microsoft Office and the ability to handle changing priorities with acute attention to detail are required.
Experience Required
Minimum 5 year(s)
GESTION DE CLIENTES I GEST. BANCA PERSONAL BANCA PARTICULARES HOR. LAB. SI at CAIXABANK S.A.
Girona, Catalonia, Spain - Full Time
Skills Needed
Relational Selling, Customer Experience, Financial Advisory, Portfolio Management, Digital Banking Services, Negotiation, Risk Management, Anti Money Laundering, Financial Regulation, Ai Literacy, Customer Relationship Management, Sales Closing, Proactive Opportunity Identification, Teamwork, Financial Product Knowledge, Customer Service Quality
Specialization
Requires perseverance, initiative, and strong relational selling skills with a customer-centric approach. Must have proficiency in digital banking services and a deep understanding of financial products and regulatory compliance.
Experience Required
Minimum 2 year(s)
GESTOR/A BANCA PERSONAL - RED - PARTICULARES - CONTRIBUIDOR INDIVIDUAL at CAIXABANK S.A.
Girona, Catalonia, Spain - Full Time
Skills Needed
Customer Service, Commercial Management, Financial Advice, Sales Negotiation, Client Portfolio Management, Banking Products, Digital Banking Services, Regulatory Compliance, Anti Money Laundering, Ai Literacy, Risk Management, Tax Regulations, Relationship Sales, Change Management, Communication, Teamwork
Specialization
Requires strong relational sales skills, initiative, and proficiency in digital banking services. Candidates must have a deep knowledge of banking products, financial environments, and regulatory compliance including anti-money laundering procedures.
Experience Required
Minimum 2 year(s)
Teller at Red River Bank
Shreveport, Louisiana, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Transaction Processing, Attention To Detail, Banking Regulations, Computer Skills, Confidentiality, Accuracy, Communication
Specialization
Requires a high school diploma or GED, or a combination of equivalent education and limited related experience. Must possess basic computer skills and the physical ability to lift up to 50 pounds.
Senior Ag/Commercial Loan Processor at Profinium Bank
Owatonna, Minnesota, United States - Full Time
Skills Needed
Loan Processing, Agricultural Lending, Commercial Lending, Documentation Review, Title Policy Review, Collateral Perfection, Ucc Lien Searches, Customer Service, Peer Leadership, Training, Numerical Aptitude, Attention To Detail, Jack Henry Core System, Laserpro, Account Management, Credit Reporting
Specialization
Requires a high school diploma and at least one year of related bank experience in loan operations or support. Proficiency in office software is required, with preference given to candidates experienced in Jack Henry and Laserpro.
Experience Required
Minimum 2 year(s)
Ag/Commercial Loan Processor at Profinium Bank
Fairmont, Minnesota, United States - Full Time
Skills Needed
Loan Processing, Agricultural Lending, Commercial Lending, Documentation Review, Customer Service, Attention To Detail, Numerical Aptitude, Ucc Lien Searches, Collateral Perfection, Title Policy Review, Account Management, Written Communication, Verbal Communication, Independent Judgement, Teamwork, Office Equipment Utilization
Specialization
Requires a high school diploma and preferred one or more years of banking experience. Candidates must possess high numerical aptitude and the ability to handle confidential information in an office environment.
Institutional Giving Coordinator at MANNA FoodBank
Mills River, North Carolina, United States - Full Time
Skills Needed
Donor Research, Grant Writing, Administrative Support, Project Coordination, Data Integrity, Stewardship, Microsoft 365, Donorperfect, Monday.Com, Sharepoint, Instrumentl, Compliance Tracking, Reporting, Organization, Attention To Detail, Nonprofit Fundraising
Specialization
Requires a high school diploma or equivalent and prefers up to two years of related work experience. Must be proficient in Microsoft 365 and possess strong organizational skills with the ability to manage multiple deadlines.
Senior Trust Officer at Bank of Clarke
Winchester, Virginia, United States - Full Time
Skills Needed
Trust Administration, Fiduciary Service, Investment Management, Tax Impact Management, Trust Accounting, Regulatory Review, Court Accountings, Client Relationship Management, Wealth Transfer Tax, Financial Reporting, Communication Skills, Attention To Detail
Specialization
Requires a minimum of 10 years of experience in personal trust administration and a bachelor's degree, with a JD or CTFA preferred. Candidates must possess strong proficiency in trust accounting principles and superior communication skills.
Experience Required
Minimum 10 year(s)