s REQUIREMENTS HS Diploma/GED Leadership experience with coaching and leading a team Proven experience with meeting sales goals Ability to obtain i nsurance l icensing within 6 months of start date where required PREFERRED REQUIREMENTS College degree or experience with underwriting, credit decision, or related financial industry experience WHO WE ARE A career with OneMain

What You'll Do This position is responsible for conducting enthusiastic interactions to uncover needs, inspire possibilities, provide financial education, and deliver solutions to advance our members' financial success. Guided by a strong commitment to provide a better financial future for our members, the Financial Solutions Specialist (FSS) will suggest relevant product

Develop and maintain compliance policies that articulate our legal and contractual requirements and effectively address identified risks. Provide compliance subject matter support to cross functional stakeholders as they design and implement products, features, workflows, tools, etc. Establish a framework to handle the intake and response for external requests from our fi

What The Role Is The Portfolio Manager has a primary responsibility to underwrite, structure, document and monitor an assigned portfolio of commercial loans, under the supervision of the Commercial Loan Division Manager and in partnership with credit, appraisal and loan operations department, credit administration and lending administration. They also act as an extension

Advisory Staff Financial Management & Disbursements Houston, TX, USA Req #776 Thursday, May 16, 2024 EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long range perspective; to help clients meet the pressing issues they face today, and p

Aids the front office in completing client account inquiries for existing loans. This could include submitting required information to Operations teams regarding advances, interest rate changes, etc. Client account inquiries would also entail creating performing interest rate calculations, pulling statements, submitting payoff letters/quotes, loan closures, ticklers, and

Financial Manager Journeyman Job Locations US GA Warner Robins ID 2024 5023 Category Accounting Type Full Time Hours/Week 40 Location Name Robins AFB Position Summary Odyssey Systems has an exciting new opportunity for a Financial Manager Journeyman , supporting the EBW Program, Warner Robins AFB, GA. Responsibilities Duties include, but not limited to Assist, prepare, de

Analyze, research and resolve problems and discrepancies related to member accounts/loans Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications Counsel current and prospective members about Navy Federal's products and services Ensure cash and other negotiable instruments are handled properly Identify opportunities

To underwrite Cyber and Technology E&O accounts within the Cyber Risks division and provide counsel and advice on underwriting related issues. Assist the Southeast Regional Manager with managerial responsibilities within the Southeast region, including business planning, training, broker relations, and management of a team of underwriters. Provide technical expertise in t

At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on the job training program, and tuition reimbursement available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. Comm

Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities Responsible for the financial growth of the banking center through establishing, expanding, and retaining high value consumer and business client relationships Proactively communicates with current and prospective clients to educate, ensure understanding,

Directly manages a team of underwriters and underwriter assistants in the Atlanta Branch, which is part of the Atlanta Region of Seneca Insurance. Collaborates with Senior Leadership to create and implement underwriting strategies. Is accountable for staff development & training, new business production and the overall profit & loss of the Branch. Key contributor in budge

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core val

Develop and oversee a framework for KYC and customer due diligence, including customer risk rating measures to ensure compliance with financial partner expectations and industry practices. Maintain and manage policies, procedures, and requirements, including annual independent assessment. Own the development and execution of risk assessments across products and customers.