Position Details Banking Specialist II This position, Banking Specialist II, may be called by many other names New Accounts Representative, Senior Teller, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You have mastered the art of handling transactions at the teller window and are working to gain more training and skills to help cli

Marketing Activities Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities. Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer que

Marketing Activities Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities. Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer que

Reviews individual loan relationships to assess credit ratings, identify strengths and weaknesses in credit underwriting and evaluate monitoring processes. Plans and oversees the execution of portfolio exams as the Examiner In Charge, including coordination and completion of exam reports. Trains and develops Department staff. Writes examination report sections. Understand

Overseeing client delivery and satisfaction in Tax Filing. This includes ensuring timely and accurate responses to clients and partner teams. Additionally, it involves resolving escalations promptly and representing Tax Filing effectively in client meetings. Monitoring and auditing tasks to identify trends and improvement opportunities. You will lead process enhancement e

Analyze loans for credit quality and adherence to bank policy. May act as Examiner In Charge of assigned lending unit reviews and prepare comprehensive reports for distribution to management. Assist in the loan sampling process for lending unit reviews and in other departmental functions as necessary. ESSENTIAL FUNCTIONS Perform detailed loan file reviews of lending unit'

The Mortgage Loan Processor will provide assistance to the Mortgage Loan Officers and Underwriter(s) in the processing of residential real estate mortgage loan transactions. The Mortgage Loan Processor will also work closely with other operations staff, Applicants, Relationship Managers, Title Insurance Companies, Escrow Companies, Appraisal Department, and the Bank's Loa

YOUR MISSION Follow up on an assigned portfolio accounts based on experience and skill. This includes collection calls, customer deductions and customer reconciliations. Review daily credit holds through review of customer history, industry credit reports, to ensure timely release of orders. Escalate to Credit Analysts for review when necessary. Run and analyze weekly agi

Responsible and accountable for credit underwriting and origination of new credits from existing and/or new customers to include renewals, modifications, and annual reviews. Make appropriate loan structure recommendations. Order and/or perform property inspections and/or valuation updates on real estate collateral per Bank policy. Monitor credit risk by periodically evalu

IMA's internal training team is seeking a Retail Trainer to join one of our IMA offices! This position will work closely with the Retail Training Manager to assess training programs, identify root causes of problems, and solve critical issues relating to Process Training components of IMA and is eligible for a hybrid work schedule. A successful applicant must have the abi

Job Title Senior Treasury Management Officer Location Los Angeles What you'll do As a Senior Treasury Management Officer, you'll be responsible at the divisional level for the development of new Treasury Management business, the expansion of existing business relationships and the delivery of the Treasury Management services to new and existing customers. You will assist

General information Name Tax Senior Manager Private Client Posting Title Tax Senior Manager | Private Client Ref # 2232556 Date Published Friday, May 24, 2024 City Los Angeles State California Country United States Job Category Tax Office Los Angeles CA (Forvis) Advertised Location US CA Irvine, US CA Los Angeles, US CA San Jose Working time Full Time Description & Requir

Are you tired of being unsure how much your delivery/driver job will pay? Will the customer tip? We have a great side hustle job for you! Our jobs are preplanned with a flexible schedule, and the faster you get at the job the quicker you are in and out! Flexible when you go in and collect the work! We provide detailed training to ensure you will achieve maximum efficiency

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

Develop strong relationships with key business and risk partners, while providing appropriate and timely responses to business line and other inquiries. Maintain an understanding of Allspring's operations and regulatory guidance/expectations Test, draft, and provide advice and guidance on 206(4) 7 policies & procedures, as well as regulations Conduct third party due dilig