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Financial Advisor - Bedford West, NS (37.5 Hours / Week) at Scotiabank
Bedford, Nova Scotia, Canada - Full Time
Skills Needed
Customer Relationship Management, Financial Planning, Sales, Customer Service, Needs Discovery, Holistic Planning, Relationship Management, Financial Advice
Specialization
Candidates must possess a Mutual Funds license and be working towards a CIFP Diploma. Proven ability to meet sales targets and a drive for delivering excellence in customer service are required.
Experience Required
Minimum 2 year(s)
Branch Operations Specialist (Floater) OR Branch Operations Officer (Floate at Poppy Bank
Petaluma, California, United States - Full Time
Skills Needed
Banking Operations, Staff Leadership, Staff Training, Branch Management, Regulatory Compliance, Customer Service, Sales Development, Financial Products, Security Procedures, Account Dispute Resolution, Performance Management, Transaction Approval, Microsoft Word, Microsoft Excel, Microsoft Outlook, Notary Public
Specialization
Candidates must have a minimum of 5 to 8 years of banking experience, including significant supervisory and operations experience. Proficiency in Microsoft Office applications and the ability to travel to various branch locations are required.
Experience Required
Minimum 10 year(s)
Product Analyst at Trust Bank
, , Singapore - Full Time
Skills Needed
Project Management, User Research, Product Analysis, Product Development, Cards Operations, Credit Risk Management, Agile Methodology, Analytical Skills, Ux Design, Stakeholder Management, Customer Segmentation, Product Lifecycle Management
Specialization
Requires a bachelor's degree in a technical discipline and over 5 years of experience in financial institutions, with at least 2 years in product management. Candidates should be proficient in Agile environments and have a strong understanding of mobile and web technologies.
Experience Required
Minimum 5 year(s)
Project Manager at Ocean Bank
Miami, Florida, United States - Full Time
Skills Needed
Project Planning, It Project Management, System Analysis, Technical Design, Budget Management, Risk Management, Cross Functional Leadership, Stakeholder Communication, Microsoft Office Suite, Bank Operations, Financial Systems, Analytical Abilities
Specialization
Requires a Bachelor's degree in Information Systems, Business, or a related field with five years of experience in IT or Project Management. Candidates should have a strong background in bank operations and the ability to lead cross-functional teams.
Experience Required
Minimum 5 year(s)
Senior Analyst, Regulatory Financial Review & U.S. Liquidity at Scotiabank
Toronto, Ontario, Canada - Full Time
Skills Needed
Regulatory Reporting, Liquidity Management, Financial Analysis, Excel, Python, Sql, Vba, Power Bi, User Acceptance Testing, Data Reconciliation, Accounting Principles, Jira, Variance Analysis, Risk Technology, Financial Statement Analysis, Data Governance
Specialization
Requires a Bachelor's degree in Business, Finance, Economics, or Accounting with at least 2 years of banking experience in Treasury or Regulatory Reporting. Proficiency in Python, SQL, VBA, and Power BI is essential for analyzing large datasets.
Experience Required
Minimum 2 year(s)
Structured Credit Origination - APAC Structured Credit Origination - APAC, at Scotiabank
Singapore, , Singapore - Full Time
Skills Needed
Structured Credit Origination, Clo Structuring, Abs Products, Credit Derivatives, Securitization, Client Relationship Management, Syndication, Financial Analysis, Regulatory Compliance, Strategic Planning, Market Analysis, Risk Management, Cross Selling, Portfolio Management, Communication Skills, Problem Solving
Specialization
Requires a bachelor's degree and at least 8 years of experience in securitization structuring, sales, or syndication. Candidates must have a proven track record of placing CLO/ABS bonds and possess strong relationships with end investors.
Experience Required
Minimum 10 year(s)
Senior Audit Manager AML/ATF and Sanctions at Scotiabank
Toronto, Ontario, Canada - Full Time
Skills Needed
Aml/Atf Compliance, Sanctions Monitoring, Internal Audit, Risk Management, Bsa/Aml Laws, Osfi Requirements, Fintrac Requirements, Data Analytics, People Management, Stakeholder Management, Kyc, Transaction Monitoring, Root Cause Analysis, Audit Planning, Regulatory Remediation, Coaching
Specialization
Requires a university degree in Business or equivalent and at least 5 years of relevant experience in AML/BSA laws and regulations. Professional certifications such as CAMS, CPA, CFA, or CISA are highly beneficial.
Experience Required
Minimum 5 year(s)
Audit Manager, AML/ATF and Sanctions at Scotiabank
Toronto, Ontario, Canada - Full Time
Skills Needed
Aml/Atf Audit, Sanctions Compliance, Risk Based Auditing, Data Analytics, Internal Controls, Regulatory Remediation, Stakeholder Management, People Management, Kyc, Transaction Monitoring, Bsa/Aml Laws, Osfi Requirements, Fintrac Requirements, Root Cause Analysis, Audit Testing, Project Management
Specialization
Requires a university degree in Business or equivalent and at least 2 years of relevant experience in AML/BSA laws and regulations. Professional certifications such as CAMS, CPA, CFA, or CISA are highly beneficial.
Experience Required
Minimum 2 year(s)
SVP, Commercial Loan Officer at Poppy Bank
Santa Rosa, California, United States - Full Time
Skills Needed
Commercial Lending, Underwriting, Credit Analysis, Relationship Management, Loan Structuring, Risk Assessment, Business Development, Financial Analysis, Compliance, Ms Word, Ms Excel, Ms Outlook, Communication, Project Monitoring, C&I Lending, Real Estate Finance
Specialization
Requires a bachelor's degree in business or a related field and 7 to 10 years of experience in Commercial Real Estate and Construction lending. Proficiency in Microsoft Office and strong analytical and communication skills are essential.
Experience Required
Minimum 5 year(s)
Analyst, Technology and Innovation Banking, Montreal at Scotiabank
Montreal, Quebec, Canada - Full Time
Skills Needed
Due Diligence, Risk Analysis, Credit Underwriting, Financial Analysis, Portfolio Monitoring, Structuring Credit Products, Client Management, Financial Services, English Proficiency, French Proficiency
Specialization
A bachelor's degree and one or more years of experience in financial services or a related field are required. Proficiency in both English and French is necessary for collaborating with stakeholders and clients.
Senior Manager, Regulatory Capital Measurement - Business Banking, Finance at Scotiabank
Toronto, Ontario, Canada - Full Time
Skills Needed
Basel Iii Framework, Osfi Capital Adequacy Requirements, Regulatory Capital Measurement, Financial Reporting, Credit Risk Analysis, User Acceptance Testing, Data Analysis, People Management, Stakeholder Coordination, Internal Ratings Based Approach, Powerbi, Ms Excel
Specialization
Requires a university degree in Business, Maths, or Computer Science, and professional designations such as CA, CMA, CFA, or FRM. Candidates should have 5+ years of experience in Finance/Risk Management and 2+ years of experience in project management and staff supervision.
Experience Required
Minimum 5 year(s)
Mortgage Closer at F & M Bank
Harrisonburg, Virginia, United States - Full Time
Skills Needed
Mortgage Closing, Loan Documentation, Compliance, Closing Disclosure, Loan Origination Systems, Encompass, Customer Service, Problem Solving, Attention To Detail, Organizational Skills, Communication Skills
Specialization
Candidates must have a high school diploma and at least 2 years of experience in mortgage closing or related operations. Proficiency in loan origination systems and strong knowledge of residential mortgage documentation are required.
Experience Required
Minimum 2 year(s)
VP, Commercial Loan Underwriter at Poppy Bank
Santa Rosa, California, United States - Full Time
Skills Needed
Commercial Loan Underwriting, Credit Analysis, Financial Modeling, Ratio Analysis, Stress Testing, Sensitivity Analysis, Risk Assessment, Financial Statement Analysis, Cash Flow Analysis, Debt Service Coverage, Collateral Evaluation, Credit Structuring, Baker Hill, Written Communication, Verbal Communication, Database Management
Specialization
Requires a bachelor's degree in Finance, Accounting, Economics, or a related field with at least 7 years of commercial underwriting experience. Candidates must possess strong mathematical skills and proficiency in financial modeling and credit analysis.
Experience Required
Minimum 5 year(s)
SVP Chief Credit Officer at Devon Bank
Chicago, Illinois, United States - Full Time
Skills Needed
Credit Risk Management, Underwriting, Policy Development, Portfolio Oversight, Credit Approval Process, Financial Analysis, Regulatory Compliance, Credit Monitoring, Strategic Planning, Staff Training, Analytical Skills, Problem Solving, Decision Making, Executive Communication, Team Leadership, Risk Assessment
Specialization
Candidates must have a bachelor's degree in finance or business, with an MBA preferred, and over 9 years of progressive credit management experience. At least 5 years of senior leadership experience and strong knowledge of regulatory requirements are required.
Experience Required
Minimum 10 year(s)
Branch Manager at Poppy Bank
San Jose, California, United States - Full Time
Skills Needed
Branch Management, Sales Leadership, Customer Service, Staff Development, Regulatory Compliance, Operational Quality Control, Relationship Building, Performance Management, Budget Monitoring, Community Relations, Risk Management, Strategic Planning, Microsoft Word, Microsoft Excel, Microsoft Outlook, Banking Software
Specialization
Candidates must have at least 7 years of experience in a branch environment, including 5 years of branch management and 3 years managing complex accounts. Proficiency in Microsoft Office and a valid California driver's license are required.
Experience Required
Minimum 5 year(s)
Commercial Loan Processor at Poppy Bank
Santa Rosa, California, United States - Full Time
Skills Needed
Commercial Loan Processing, Underwriting Documentation, Regulatory Compliance, Loan Closing, Financial Analysis, Collateral Documentation, Flood Insurance Guidelines, Multi Tasking, Customer Service, Microsoft Word, Microsoft Excel, Bakerhill Nextgen, Fiserv Dna, Bond Financing, Respa, Reg B
Specialization
Candidates must have at least 4 years of experience in commercial loan processing and a strong understanding of lending compliance regulations. Proficiency in Word, Excel, and experience with BakerHill NextGen or Fiserv DNA is highly desirable.
Experience Required
Minimum 2 year(s)
Branch Operations Specialist or Branch Operations Officer at Poppy Bank
San Jose, California, United States - Full Time
Skills Needed
Banking Operations, Staff Supervision, Customer Service, Regulatory Compliance, Sales Leadership, Relationship Management, Branch Security, Account Management, Microsoft Word, Microsoft Excel, Microsoft Outlook, Performance Management, Financial Product Knowledge, Risk Management, Business Development, Operational Auditing
Specialization
Requires 5 to 8 years of banking experience with a minimum of 2 to 4 years in supervisory and operations roles. Proficiency in Microsoft Office and banking software is required, with a Notary Public certification preferred.
Experience Required
Minimum 5 year(s)
Experienced Mortgage Loan Originator / Lender at F & M Bank
South Sioux City, Nebraska, United States - Full Time
Skills Needed
Mortgage Origination, Loan Closing, Financial Analysis, Compliance, Nmls Licensing, Loan Origination Systems, Automated Underwriting Systems, Customer Service, Lead Generation, Financial Acumen, Attention To Detail, Communication
Specialization
Requires 3-5 years of experience in mortgage closing or processing and an active NMLS license. Candidates must have deep knowledge of TRID, RESPA, and proficiency with Loan Origination Systems.
Experience Required
Minimum 2 year(s)
Business Relationship Specialist at F & M Bank
Harrisonburg, Virginia, United States - Full Time
Skills Needed
Customer Service, Commercial Banking, Financial Analysis, Loan Processing, Risk Management, Administrative Support, Ms Office, Treasury Management, Credit Reporting, Compliance, Interpersonal Communication, Time Management, Attention To Detail, Portfolio Assistance, Loan Documentation, Problem Loan Management
Specialization
Requires an associate degree or at least three years of related experience in financial, legal, or title operations. Candidates must possess strong interpersonal skills, proficiency in MS Office, and the ability to handle confidential financial information.
Experience Required
Minimum 2 year(s)
Branch Operations Specialist or Branch Operations Officer at Poppy Bank
San Diego, California, United States - Full Time
Skills Needed
Banking Operations, Staff Leadership, Regulatory Compliance, Customer Service, Account Management, Sales Implementation, Business Development, Performance Management, Risk Management, Microsoft Word, Microsoft Excel, Microsoft Outlook, Staff Training, Financial Product Knowledge, Operational Auditing, Conflict Resolution
Specialization
Requires 5 to 8 years of banking experience with a minimum of 2 to 4 years in supervisory and operations roles. Proficiency in Microsoft Office and banking software is required, with a Notary Public certification preferred.
Experience Required
Minimum 5 year(s)
Financial Advisor - Bedford West, NS (37.5 Hours / Week) at Scotiabank
Bedford, Nova Scotia, Canada -
Full Time


Start Date

Immediate

Expiry Date

12 Sep, 26

Salary

0.0

Posted On

14 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Relationship Management, Financial Planning, Sales, Customer Service, Needs Discovery, Holistic Planning, Relationship Management, Financial Advice

Industry

Banking

Description
      Requisition ID: 264778 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.  About the role What your role will be… Financial Advisor At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here. What you’ll be doing… Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:   Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for Educating our customers, providing relevant insights and expert advice Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals Nurturing strong, long-standing relationships Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience   What you need to succeed…   The appetite and drive to build strong customer relationships and deliver excellence customer service The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals To uncover and solve for customers’ needs Mutual Funds licence and working towards the CIFP Diploma   What we’re offering…   The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. A competitive compensation and benefits package. An organization committed to making a difference in our communities– for you and our customers. You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development. You’ll receive clear, transparent criteria to progress in your career. You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise   Location(s):  Canada : Nova Scotia : Bedford Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our  Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
Responsibilities
The Financial Advisor provides exceptional customer service by discovering client needs and providing expert financial advice. They are responsible for building comprehensive financial plans and meeting individual and team sales goals to grow the branch business.
Financial Advisor - Bedford West, NS (37.5 Hours / Week) at Scotiabank
Bedford, Nova Scotia, Canada - Full Time
Skills Needed
Customer Relationship Management, Financial Planning, Sales, Customer Service, Needs Discovery, Holistic Planning, Relationship Management, Financial Advice
Specialization
Candidates must possess a Mutual Funds license and be working towards a CIFP Diploma. Proven ability to meet sales targets and a drive for delivering excellence in customer service are required.
Experience Required
Minimum 2 year(s)
Branch Operations Specialist (Floater) OR Branch Operations Officer (Floate at Poppy Bank
Petaluma, California, United States - Full Time
Skills Needed
Banking Operations, Staff Leadership, Staff Training, Branch Management, Regulatory Compliance, Customer Service, Sales Development, Financial Products, Security Procedures, Account Dispute Resolution, Performance Management, Transaction Approval, Microsoft Word, Microsoft Excel, Microsoft Outlook, Notary Public
Specialization
Candidates must have a minimum of 5 to 8 years of banking experience, including significant supervisory and operations experience. Proficiency in Microsoft Office applications and the ability to travel to various branch locations are required.
Experience Required
Minimum 10 year(s)
Product Analyst at Trust Bank
, , Singapore - Full Time
Skills Needed
Project Management, User Research, Product Analysis, Product Development, Cards Operations, Credit Risk Management, Agile Methodology, Analytical Skills, Ux Design, Stakeholder Management, Customer Segmentation, Product Lifecycle Management
Specialization
Requires a bachelor's degree in a technical discipline and over 5 years of experience in financial institutions, with at least 2 years in product management. Candidates should be proficient in Agile environments and have a strong understanding of mobile and web technologies.
Experience Required
Minimum 5 year(s)
Project Manager at Ocean Bank
Miami, Florida, United States - Full Time
Skills Needed
Project Planning, It Project Management, System Analysis, Technical Design, Budget Management, Risk Management, Cross Functional Leadership, Stakeholder Communication, Microsoft Office Suite, Bank Operations, Financial Systems, Analytical Abilities
Specialization
Requires a Bachelor's degree in Information Systems, Business, or a related field with five years of experience in IT or Project Management. Candidates should have a strong background in bank operations and the ability to lead cross-functional teams.
Experience Required
Minimum 5 year(s)
Senior Analyst, Regulatory Financial Review & U.S. Liquidity at Scotiabank
Toronto, Ontario, Canada - Full Time
Skills Needed
Regulatory Reporting, Liquidity Management, Financial Analysis, Excel, Python, Sql, Vba, Power Bi, User Acceptance Testing, Data Reconciliation, Accounting Principles, Jira, Variance Analysis, Risk Technology, Financial Statement Analysis, Data Governance
Specialization
Requires a Bachelor's degree in Business, Finance, Economics, or Accounting with at least 2 years of banking experience in Treasury or Regulatory Reporting. Proficiency in Python, SQL, VBA, and Power BI is essential for analyzing large datasets.
Experience Required
Minimum 2 year(s)
Structured Credit Origination - APAC Structured Credit Origination - APAC, at Scotiabank
Singapore, , Singapore - Full Time
Skills Needed
Structured Credit Origination, Clo Structuring, Abs Products, Credit Derivatives, Securitization, Client Relationship Management, Syndication, Financial Analysis, Regulatory Compliance, Strategic Planning, Market Analysis, Risk Management, Cross Selling, Portfolio Management, Communication Skills, Problem Solving
Specialization
Requires a bachelor's degree and at least 8 years of experience in securitization structuring, sales, or syndication. Candidates must have a proven track record of placing CLO/ABS bonds and possess strong relationships with end investors.
Experience Required
Minimum 10 year(s)
Senior Audit Manager AML/ATF and Sanctions at Scotiabank
Toronto, Ontario, Canada - Full Time
Skills Needed
Aml/Atf Compliance, Sanctions Monitoring, Internal Audit, Risk Management, Bsa/Aml Laws, Osfi Requirements, Fintrac Requirements, Data Analytics, People Management, Stakeholder Management, Kyc, Transaction Monitoring, Root Cause Analysis, Audit Planning, Regulatory Remediation, Coaching
Specialization
Requires a university degree in Business or equivalent and at least 5 years of relevant experience in AML/BSA laws and regulations. Professional certifications such as CAMS, CPA, CFA, or CISA are highly beneficial.
Experience Required
Minimum 5 year(s)
Audit Manager, AML/ATF and Sanctions at Scotiabank
Toronto, Ontario, Canada - Full Time
Skills Needed
Aml/Atf Audit, Sanctions Compliance, Risk Based Auditing, Data Analytics, Internal Controls, Regulatory Remediation, Stakeholder Management, People Management, Kyc, Transaction Monitoring, Bsa/Aml Laws, Osfi Requirements, Fintrac Requirements, Root Cause Analysis, Audit Testing, Project Management
Specialization
Requires a university degree in Business or equivalent and at least 2 years of relevant experience in AML/BSA laws and regulations. Professional certifications such as CAMS, CPA, CFA, or CISA are highly beneficial.
Experience Required
Minimum 2 year(s)
SVP, Commercial Loan Officer at Poppy Bank
Santa Rosa, California, United States - Full Time
Skills Needed
Commercial Lending, Underwriting, Credit Analysis, Relationship Management, Loan Structuring, Risk Assessment, Business Development, Financial Analysis, Compliance, Ms Word, Ms Excel, Ms Outlook, Communication, Project Monitoring, C&I Lending, Real Estate Finance
Specialization
Requires a bachelor's degree in business or a related field and 7 to 10 years of experience in Commercial Real Estate and Construction lending. Proficiency in Microsoft Office and strong analytical and communication skills are essential.
Experience Required
Minimum 5 year(s)
Analyst, Technology and Innovation Banking, Montreal at Scotiabank
Montreal, Quebec, Canada - Full Time
Skills Needed
Due Diligence, Risk Analysis, Credit Underwriting, Financial Analysis, Portfolio Monitoring, Structuring Credit Products, Client Management, Financial Services, English Proficiency, French Proficiency
Specialization
A bachelor's degree and one or more years of experience in financial services or a related field are required. Proficiency in both English and French is necessary for collaborating with stakeholders and clients.
Senior Manager, Regulatory Capital Measurement - Business Banking, Finance at Scotiabank
Toronto, Ontario, Canada - Full Time
Skills Needed
Basel Iii Framework, Osfi Capital Adequacy Requirements, Regulatory Capital Measurement, Financial Reporting, Credit Risk Analysis, User Acceptance Testing, Data Analysis, People Management, Stakeholder Coordination, Internal Ratings Based Approach, Powerbi, Ms Excel
Specialization
Requires a university degree in Business, Maths, or Computer Science, and professional designations such as CA, CMA, CFA, or FRM. Candidates should have 5+ years of experience in Finance/Risk Management and 2+ years of experience in project management and staff supervision.
Experience Required
Minimum 5 year(s)
Mortgage Closer at F & M Bank
Harrisonburg, Virginia, United States - Full Time
Skills Needed
Mortgage Closing, Loan Documentation, Compliance, Closing Disclosure, Loan Origination Systems, Encompass, Customer Service, Problem Solving, Attention To Detail, Organizational Skills, Communication Skills
Specialization
Candidates must have a high school diploma and at least 2 years of experience in mortgage closing or related operations. Proficiency in loan origination systems and strong knowledge of residential mortgage documentation are required.
Experience Required
Minimum 2 year(s)
VP, Commercial Loan Underwriter at Poppy Bank
Santa Rosa, California, United States - Full Time
Skills Needed
Commercial Loan Underwriting, Credit Analysis, Financial Modeling, Ratio Analysis, Stress Testing, Sensitivity Analysis, Risk Assessment, Financial Statement Analysis, Cash Flow Analysis, Debt Service Coverage, Collateral Evaluation, Credit Structuring, Baker Hill, Written Communication, Verbal Communication, Database Management
Specialization
Requires a bachelor's degree in Finance, Accounting, Economics, or a related field with at least 7 years of commercial underwriting experience. Candidates must possess strong mathematical skills and proficiency in financial modeling and credit analysis.
Experience Required
Minimum 5 year(s)
SVP Chief Credit Officer at Devon Bank
Chicago, Illinois, United States - Full Time
Skills Needed
Credit Risk Management, Underwriting, Policy Development, Portfolio Oversight, Credit Approval Process, Financial Analysis, Regulatory Compliance, Credit Monitoring, Strategic Planning, Staff Training, Analytical Skills, Problem Solving, Decision Making, Executive Communication, Team Leadership, Risk Assessment
Specialization
Candidates must have a bachelor's degree in finance or business, with an MBA preferred, and over 9 years of progressive credit management experience. At least 5 years of senior leadership experience and strong knowledge of regulatory requirements are required.
Experience Required
Minimum 10 year(s)
Branch Manager at Poppy Bank
San Jose, California, United States - Full Time
Skills Needed
Branch Management, Sales Leadership, Customer Service, Staff Development, Regulatory Compliance, Operational Quality Control, Relationship Building, Performance Management, Budget Monitoring, Community Relations, Risk Management, Strategic Planning, Microsoft Word, Microsoft Excel, Microsoft Outlook, Banking Software
Specialization
Candidates must have at least 7 years of experience in a branch environment, including 5 years of branch management and 3 years managing complex accounts. Proficiency in Microsoft Office and a valid California driver's license are required.
Experience Required
Minimum 5 year(s)
Commercial Loan Processor at Poppy Bank
Santa Rosa, California, United States - Full Time
Skills Needed
Commercial Loan Processing, Underwriting Documentation, Regulatory Compliance, Loan Closing, Financial Analysis, Collateral Documentation, Flood Insurance Guidelines, Multi Tasking, Customer Service, Microsoft Word, Microsoft Excel, Bakerhill Nextgen, Fiserv Dna, Bond Financing, Respa, Reg B
Specialization
Candidates must have at least 4 years of experience in commercial loan processing and a strong understanding of lending compliance regulations. Proficiency in Word, Excel, and experience with BakerHill NextGen or Fiserv DNA is highly desirable.
Experience Required
Minimum 2 year(s)
Branch Operations Specialist or Branch Operations Officer at Poppy Bank
San Jose, California, United States - Full Time
Skills Needed
Banking Operations, Staff Supervision, Customer Service, Regulatory Compliance, Sales Leadership, Relationship Management, Branch Security, Account Management, Microsoft Word, Microsoft Excel, Microsoft Outlook, Performance Management, Financial Product Knowledge, Risk Management, Business Development, Operational Auditing
Specialization
Requires 5 to 8 years of banking experience with a minimum of 2 to 4 years in supervisory and operations roles. Proficiency in Microsoft Office and banking software is required, with a Notary Public certification preferred.
Experience Required
Minimum 5 year(s)
Experienced Mortgage Loan Originator / Lender at F & M Bank
South Sioux City, Nebraska, United States - Full Time
Skills Needed
Mortgage Origination, Loan Closing, Financial Analysis, Compliance, Nmls Licensing, Loan Origination Systems, Automated Underwriting Systems, Customer Service, Lead Generation, Financial Acumen, Attention To Detail, Communication
Specialization
Requires 3-5 years of experience in mortgage closing or processing and an active NMLS license. Candidates must have deep knowledge of TRID, RESPA, and proficiency with Loan Origination Systems.
Experience Required
Minimum 2 year(s)
Business Relationship Specialist at F & M Bank
Harrisonburg, Virginia, United States - Full Time
Skills Needed
Customer Service, Commercial Banking, Financial Analysis, Loan Processing, Risk Management, Administrative Support, Ms Office, Treasury Management, Credit Reporting, Compliance, Interpersonal Communication, Time Management, Attention To Detail, Portfolio Assistance, Loan Documentation, Problem Loan Management
Specialization
Requires an associate degree or at least three years of related experience in financial, legal, or title operations. Candidates must possess strong interpersonal skills, proficiency in MS Office, and the ability to handle confidential financial information.
Experience Required
Minimum 2 year(s)
Branch Operations Specialist or Branch Operations Officer at Poppy Bank
San Diego, California, United States - Full Time
Skills Needed
Banking Operations, Staff Leadership, Regulatory Compliance, Customer Service, Account Management, Sales Implementation, Business Development, Performance Management, Risk Management, Microsoft Word, Microsoft Excel, Microsoft Outlook, Staff Training, Financial Product Knowledge, Operational Auditing, Conflict Resolution
Specialization
Requires 5 to 8 years of banking experience with a minimum of 2 to 4 years in supervisory and operations roles. Proficiency in Microsoft Office and banking software is required, with a Notary Public certification preferred.
Experience Required
Minimum 5 year(s)
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