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Customer Support Representative
5/25/2015 4:00:00 AM
Details: We are looking for ambitious, outgoing individuals with a competitive streak to fill career opportunities with Enova in Chicago, IL! This is a great opportunity to get your foot in the door of a growing financial services organization that offers advancement opportunities. Are you someone who takes initiative, is a self-starter and looking for the next opportunity to advance your career? Then we are looking for you! We are currently hiring for Customer Support Representatives! Our client, Enova, is an online financial lender looking for professional individuals to support our upcoming product in the UK! Led by a team with years of experience and leadership in the UK financial services industry, our team believes everyone should have access to straightforward and trustworthy credit. The mission is to help hardworking people improve their lives and fulfill their financial responsibilities by offering open and honest loan terms. This position includes a base salary ($13.00-15.00/hr.) +$1.50/hr. shift differential. Why join Enova? - Wear jeans to work every day? That's right - Enova offers a fun and causal work environment. - Know nothing about financial services? We offer exceptional training and ongoing developmental programs to support your career growth. - At Enova, the opportunity for advancement is outstanding! We invest in our employees through training and development to help them reach their career goals and aspirations. - Click the link to hear several success stories: https://www.enova.com/career-paths/ - You'll receive on-going training to help you learn your job. - We provide constant feedback to help you develop your skills. Working hours: 3rd Shift What you'll do as a Customer Support Representative: -Handle both inbound and outbound calls and respond to customer emails at a call center environment -Process submitted loan applications and issue loans according to company guidelines -Use company systems and web to research, identify, and verify information throughout the loan process -Provide a high level of service to our customers to ensure they understand the loan process and would recommend our service -Recognize, document, and alert the supervisor of trends on customer calls and issues -Recommend process improvements -Perform other functions as assigned by management Shifts Available: Shift 1: Sunday - Thursday: 2:00am to 10:30am Shift 2: Sunday - Thursday: 4:00am to 12:30am Shift 3: Tuesday - Saturday: 2:00am - 10:30am Shift 4: Tuesday - Saturday: 4:00am - 12:30pm Please note: Shift requires shift flexibility twice a year to accommodate time zone changes Hire Status: Full-Time, Direct Hire and Temp-to-Hire Opportunities Available Although, we love a "go-getter" attitude there are some basic experience requirements: - College degree preferred - Excellent phone communication and interpersonal skills - Ability to listen through a situation and think on your feet - Experience handling customer complaints and resolving customer issues - Flexibility and ability to quickly adapt to change - Proven computer skills required (word processing, data entry, internet, spreadsheets) Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.
Part Time Project Coordinator #106236
5/25/2015 4:00:00 AM
Details: Project Coordinator #106236 Location : San Francisco Duration : 6+ Months (Part time, 20+ hours) Interview Process: Phone then face to face Pay : $20 Qualifications • Experience working with project coordination or high level administrative experience • Expert in MS Office Software (Excel & Powerpoint) • Strong written and verbal communications skill • Strong organizational and time management skills • Ability to learn various types of computer software Responsibilities • Manage the project from the point of handoff from the Project Manager (PM) to the point of return handoff back to the PM to achieve the highest level of client, external, and internal resource satisfaction, quality, efficiency, and timeliness. • Assist the Project Manager(s) with new Project Startup -- researching costs, scope of work, data entry of job info, budgets, purchase orders, production reports.
Treasury Manager - Growing Hospitality Company
5/25/2015 4:00:00 AM
Details: Ref ID: 04380-141782 Classification: Treasurer Compensation: $73,636.99 to $90,000.00 per year Our client, a growing hospitality company, seeks a treasury manager. This is a great opportunity with a firm that consistently rewards top performers with bonus and promotion opportunities. If interested, send resume to Lee Walsh at . Job Description: Cash forecasting Bank reconciliations Maintaining bank relationships Liquidity ratios Managing one treasury analyst
Financial Analyst - North Dallas Bank with Great Culture!
5/25/2015 4:00:00 AM
Details: Ref ID: 04380-141752 Classification: Financial Analyst Compensation: $69,545.99 to $85,000.00 per year Our client, a division of a huge publicly held company, seeks a financial analyst. This is a great opportunity with a firm that consistently rewards top performers with bonus and promotion opportunities. If interested, send resume to Lee Walsh at . *Review, analyze, and monitor monthly and quarterly financial statements for corporate departments and business units. *Support executive management, branch managers, and senior production management with financial reporting. *Perform advanced financial modeling and ad hoc analysis reporting. *Assist senior management in gathering financial data in evaluating and measuring the company strategic and operational business objectives. *Assist in the preparation of the annual budget and monthly forecast process for corporate department and branch units. *Monitor and track branch key performance metrics against the companys strategic initiatives. *Prepare quarterly regulatory reports and assist with gathering financial data for annual audit request. *Participate in peer benchmark studies. *Assist in the preparation of board presentation and executive management reporting packages. *Participates in civic activities to promote growth and development of the community. *Maintains a professional image and adheres to standards consistent with company policies and procedures. *Perform other duties and special projects as assigned.
Phone Bank Representatives
5/25/2015 4:00:00 AM
Details: We are seeking Phone Bank Representatives with previous banking products experience and call center or customer service experience. The representative will provide information and sells appropriate banking services to members and prospective members. Checking, savings, Credit card, auto loan products experience a plus. Bilingual Spanish a plus. Essential Functions: Accepts incoming calls from members responding to direct mail marketing material, publications, or from referrals given by agents as well as incoming calls from members with existing accounts. Process and route incoming requests from internal and external customers as needed to ensure desired level of service satisfaction. Provides sales and product information. Maximizes service abilities to achieve desired level of service satisfaction from membership. Conducts product needs assessments for members during inbound and outbound telephone calls and for occasional walk-in customers.
Marketing Campaign Analyst
5/25/2015 4:00:00 AM
Details: Analytics and Campaign Management, Chicago IL BMO Harris Bank's vision is to be the bank that defines great customer experience. In support of that vision, BMO Harris Bank is seeking a Marketing Campaign Analyst in downtown Chicago, IL. Successful communications are an essential component to great customer experiences. This position will support customer contact strategies and direct marketing initiatives by providing analytical insight of marketing campaigns to leadership. The individual that fills this position is a technical marketer, an engineer-artist driven to succeed as part of a team of strong individual contributors. Specific Responsibilities: * Creation, distribution, and presentation of reports on the performance of BMO Harris' marketing initiatives * Developing and presenting performance and effectiveness metrics on direct marketing campaigns, specifically in regard to response and revenue generation and ROI * Providing a consultative perspective on the data assets available for communicating and managing relationships with our customers * Synthesizing complex datasets into polished, actionable treatments for decision makers * Ad-hoc analysis of business conditions and scenarios, including investigative research Requisite Experience: * Minimum 4 years' SQL programming experience with enterprise relational databases, Preferably DB2 * Advanced-Expert Level: Salesforce.com reporting environments and data structures * Advanced-Expert Level: Microsoft Office suite, including Excel, Access, and PowerPoint. * Cognos experience preferred. * Experience with Tableau, IBM EMM (Unica Campaign, UMO, Interact etc) and SAS a plus. Professional Requirements: * Client service oriented with strong analytical skills * Familiar with developing and managing Marketing metrics, especially digital metrics * Demonstrable ability to effectively communicate with peers, leadership and executive * Demonstrable ability to articulate complex concepts into audience-relatable terms Qualifications Educational Requirements: * BBA/BA/BS in Management Information Systems, Computer Information Systems or Information Technology preferred * Economics, Statistics, Finance, Marketing and Market Research degrees also considered Experiential Requirements: * Experience in Financial Services, Consumer Retail, or Consumer Products Industries At BMO Harris Bank, we have been helping our customers and communities for over 130 years. Working with us means being part of a team of talented, passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance. To find out more visit our website at www.bmoharris.com/careers. BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. We are an Equal Opportunity Employer. By embracing diversity, we gain strength through our people and our perspectives. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability or veteran status.
Assistant Treasurer
5/25/2015 4:00:00 AM
Details: RESPONSIBILITIES: Kforce has a client seeking an Assistant Treasurer in Irving, Texas (TX). Overview: This is a newly created Assistant Treasurer Position with a leading distribution company. The position will assist the CFO and Corporate Controller in implementation of financial policies and controls, transacting and recording of the day-today operations of the treasury department activities and risk management through a combination of self-insurance, insurance policies and interest rate risk hedges. The candidate will be responsible for measurement of hedge effectiveness and reporting. The Assistant Treasurer will be the point of contact for all banking related activities including borrowings, reporting and cash pooling arrangements and will assist the CFO in relationships with and reporting to the lenders (currently a group of nine financial institutions). Duties Include: Cash management and weekly / monthly cash flow reporting and forecasting Monitor working capital and process improvement initiatives to lower capital needs Ensure all deposit, loan, hedging activities are accurately recorded Actively monitor balances Insurance - monitor self-insurance and provide assistance with claims made through the insurance policies; provide regular reporting data for insurers and calculate insurance premium recharges Prepare compliance documentation for the Group's senior credit facility and junior lenders; liaison with auditors, banks and trustees Assist in the development of improved controls within the treasury department and assist in the implementation of internal control audit recommendations
Natural Gas Asset Coordinator
5/25/2015 4:00:00 AM
Details: Sprague is looking for a Natural Gas Asset Coordinator to join our growing Natural Gas group. Duties: Assist in maintaining rates and capacity portfolio models to evaluate the economics of retail deals involving assigned utility assets Support the effort of evaluating and utilizing pipeline storage, managed and peaking supply Provide back up support to Asset Manager for transferring capacity to Supply and truing up monthly capacity Assure that utility asset schematics are updated in the Pricing Tool Coordinate with schedulers and LDCs the dispatch of the managed assets Continuously evaluate the accuracy of modeling and hedging strategies. Reconcile the actual capacity assignment with the schematics and deal assumptions Other projects as assigned.
Coin Teller
5/25/2015 4:00:00 AM
Details: DEPARTMENT: Cash Vault Services/Local Branch STATUS: Non-Exempt REPORTS TO (POSITION): Coin Room Supervisor ________________________________________ Payrate: $12..00/hour Full-time/Part-time Positions JOB SUMMARY Responsible for the secure, timely and accurate processing of customer coin deposits brought to the facility via armored car. To prepare coin orders for delivery to the customers. The essential functions of this position are: 1.Process coin deposits in accordance to the specified customers requirements. 2.Efficiently and accurately prepare change orders for customers. 3.Perform necessary cleaning and maintenance of the processing equipment. 4.Report to work each day scheduled. 5.Assist in providing a safe, secure working environment following the security procedures required as a Dunbar employee. 6.Be flexible in work schedule to coincide with the fluctuating daily/weekly workflow. 7.Accurately prepare and distribute documents needed to report credit to the customer. 8.Other duties as required. The minimum Knowledge, Education, Experience, Skills, and/or Abilities required to perform this job are, including any physical requirements: 1.Must be at least eighteen years of age. 2.Must have some coin handling experience. 3.Must be able to lift up to 50 lbs. Dunbar is proud to be an Equal Opportunity Employer-Minority/Female/Disabled/Veteran. All qualified applicants will be considered for employment without regard to their race, gender, religion, disability, veteran or other protected status. We are committed to providing reasonable accommodation to applicants with disabilities. If you require a reasonable accommodation to apply for a position with Dunbar, please call our headquarters office at (800) 888-2129 And let us know the nature of your request and your contact information. Reasonable accommodations are considered on a case-by-case basis.
Junior Accountant
5/25/2015 4:00:00 AM
Details: This position is open as of 5/25/2015. Junior Accountant - Great Early Career Opportunity If you are a Junior Accountant with experience, please read on! Our company specializes in the Construction, Maintenance, and Repair services industry for retail and restaurant clients nationwide. If you have an Accounting Degree and some experience, we would love to speak with you. What You Will Be Doing • Review Balance Sheet Accounts on Monthly Basis • Prepare Month-End Journal Entries • Maintain Fixed Asset Schedule • Perform Month End Budget Variance Analysis • File Monthly Sales Tax for Multiple States • Enter AP Invoices When Needed • Perform Health Benefit Reconciliation • Ensure Conformance with GAAP • Complete Special Projects • Monthly Review of Work-In-Progress Accounts • Reconcile Inter-Company Account What You Need for this Position Qualifications: - BS in Accounting - 1-2 years' experience - Quickbooks familiarity So, if you are a Junior Accountant with experience, please apply today! Required Skills QuickBooks, Month-End Journal Entries, Balance Sheet Accounts, GAAP, Month End Budget Variance If you are a good fit for the Junior Accountant - Great Early Career Opportunity position, and have a background that includes: QuickBooks, Month-End Journal Entries, Balance Sheet Accounts, GAAP, Month End Budget Variance and you are interested in working the following job types: Accounting, Finance, Banking Within the following industries: Construction, Banking - Financial Services, Biotechnology Our privacy policy: Your resume and information will be kept completely confidential. Looking forward to receiving your resume through our website and going over the job in more detail with you! CyberCoders, Inc is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law. Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
Tax Compliance Analyst (Tax Returns)
5/25/2015 4:00:00 AM
Details: This position is open as of 5/25/2015. Compliance Analyst (Tax Returns)--Leading Tax Software Company If you have a Bachelor's in Accounting/Finance/Economics and a background in tax return preparation, please read on! Top Reasons to Work with Us 1. We are industry-leading provider of tax software. 2. Our company has been around for over 15 years and we have enjoyed continued growth. 3. You will have the opportunity to work on exciting new development projects with a talented team. What You Will Be Doing -Managing the clients' expectations and overall experience -Receiving, reviewing, and processing the clients' data files -Preparing tax returns (sales, use, & telecom). -Ensuring the returns are copied and stored for future reference. -Addressing jurisdictional notices and resolving the issues -Preparing month end reports for clients records -Identify and assist with code defects or anomalies in the tax return preparation software What You Need for this Position -Well organized and able to handle multiple tasks throughout the day. -Must be extremely detail oriented. -Proficient with MicroSoft® Office©. -Strong communications and interpersonal skills. -Bachelor degree preferably in accounting, finance, or economics -Good customer relationship skills. What's In It for You -Competitive Base Salary between $35-55k (depending on experience) -Health, dental and vision insurance -Paid time off and holidays -Generous 401(k) retirement plan -Flexible spending account -Bonus plan -Short and long-term disability -Life insurance -Flexible and alternative work schedules -Educational assistance So, if you have a Bachelor's in Accounting/Finance/Economics and a background in tax return preparation , please apply today! Required Skills Microsoft Office, Accounting / Finance / Economics, Working with Clients, Preparing Tax Returns (Sales / Use / Telecom), Addressing Jurisdictional Notices/Resolving Issues, Preparing Month End Reports for Client Records, Assisting w/ Code Defects in Tax Software, Communication skills, Interfacing with Tech Teams, Tax Software If you are a good fit for the Compliance Analyst (Tax Returns)--Leading Tax Software Company position, and have a background that includes: Microsoft Office, Accounting / Finance / Economics, Working with Clients, Preparing Tax Returns (Sales / Use / Telecom), Addressing Jurisdictional Notices/Resolving Issues, Preparing Month End Reports for Client Records, Assisting w/ Code Defects in Tax Software, Communication skills, Interfacing with Tech Teams, Tax Software and you are interested in working the following job types: Accounting, Finance, Banking Within the following industries: Computer Software, Banking - Financial Services, Biotechnology Our privacy policy: Your resume and information will be kept completely confidential. Looking forward to receiving your resume through our website and going over the job in more detail with you! CyberCoders, Inc is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law. Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
Retail Personal Banker II - Cross-Sell
5/25/2015 4:00:00 AM
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular A sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of bankingproductsand services to meet existing and prospective customers' needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service process, using the prescribed toolsandinteracting with the staff for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: . Sales/Goals Function: o Consistently meet or exceed sales and cross sell goals for loans, deposits, and fee income, as set by management. o Meet or exceed monthly/quarterly KPI point goals as defined by sales force effectiveness (SFE) reporting. o Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management. o Maintain a working knowledge of and utilize the Consultative Sales Process with every customer interaction. o Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs and referring commercial loan opportunity to the Business Banking partner. o Uncover consumer loan opportunities through utilization of the Consultative Sales and Service process during customer interaction and oversee the loan process until completion. o Consistently meet or exceed brokerage referral goals as set by Bancorp. If licensed, must achieve goal in annualized revenue to retain (i) designation. o Maintain a well-developed working knowledge of the complete line of Retail products and services offered, taking responsibility to keep up to date and request assistance for further development needs. o Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the teller line and platform, phone prospecting, Membership Banking and attending various seminars and community eventsasneeded. o Actively participate in morning huddles, sales meetings and monthly staff meetings. o Actively participate in phone prospecting within the financial center, utilizing the appropriate tools provided. o Establish close relationships with assigned One Bank partners, such as Mortgage, Business Banking and Brokerage partners, to ensure that established goals for each business line are met. Provide guidance to the staff in the referral andsalesprocess. . Customer Service Function: o Provide a customer experience, as defined by Bancorp, that is consistent across all customer touch points with intentional focus on customer satisfaction, loyalty, and retention that provides a differentiated experience from otherfinancialinstitutions in the market place. o Respond to all customer inquiries and service requests, providing professional resolution of problems/issues in a timely manner; generally within 24 hours, referring complex issues to the Financial Center Manager. o Develop and maintain close relationships with the customer base of the financial center through knowledge of account ownership, active participation in lobby leadership, assisting the teller line, greeting customers by name, and adherencetocustomer service standards as outlined by Bancorp. . Operations Function: o Open and maintain full range of retail accounts and services. o Maintain a working knowledge of all security and risk controls in place to protect the Bank against criminal and fraudulent activities and unnecessary risk and exposure. o Responsible to keep up to date on all security protocols. o Ensure all account documentation is complete and proper signatures gathered and account documentation is properly secured and sent to imaging in a timely manner. o Perform opening and closing procedures as a member of the platform staff. SUPERVISORY RESPONSIBILITIES: None.
Personal Banker I - Wrigleyville
5/25/2015 4:00:00 AM
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular Selected candidates will attend a 6-10 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selectedcandidatestheopportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. ESSENTIAL DUTIES & RESPONSIBILITIES: . Sales/Goals Function: o Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. o Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. o Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. o Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. o Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. o Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. o Provide guidance to CSRs with respect to the sales and referral process. . Customer Service: o Promote customer satisfaction with a friendly, helpful demeanor and professionalism. o Act with confidence by answering customer questions and owning customer issues. o Maintain a position of trust and responsibility by keeping all business confidential. o Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. . Bank Operations: o Adhere to established policies and procedures while opening/servicing the full range of Retail products. o Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. o Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. o Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES: None.
Licensed Personal Banker - O'Fallon
5/25/2015 4:00:00 AM
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full rangeofbanking products and services to existing and prospective customers while providing specialized customer care. Utilize and promote the Branded Sales and Service process, using the prescribed tools and interacting with the Customer/FinancialServiceRepresentatives for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: #Sales/Goals Function: oMaintain an awareness of the various market segments (Acquisition and Cross Sell) and develop an understanding of how Fifth Third solutions support each market. oConsistently meet or exceed sales goals for loans, deposits, and fee income, as set by management utilizing sales skills appropriate for the Financial Center market segment. (i.e., cold calling versus calling campaigns to an already establishedcustomerbase). oOversee the complete consumer loan process following approved guidelines. oConsistently meet or exceed brokerage referral goals as set by management. oMaintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. oPromote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company. oInitiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars and community events. oMaintain the sales environment, and actively participate in regular sales and office staff meetings, the execution of sales contests, monthly Blitzes and other motivational activities. oActively participate in the telemarketing process within the financial center, utilizing the marketing resources and other various tools. oEstablish close relationships with assigned business partners, such as Mortgage, Small Business Bankers, Business Banking Officers and Investment Executive to ensure that established goals for each business line is met. oProvide guidance to the Customer/Financial Service Representatives in the referral/sales process. #Customer Service: oUtilize the FNA to build thorough customer information for optimal financial solutions for their needs. oProvide a customer experience that is consistent across all customer touch points, is among the leaders in the financial services industry in terms of customer satisfaction, loyalty, and retention and provides a differentiated experience fromotherproviders in the market place. oPromote excellent customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times, providing professional resolution of problems/issues. oEstablish a relationship with the customer base of the financial center through knowledge of account ownership, greeting customers by name, and exhibiting an attitude of caring. oAssist in ensuring the financial center is neat and orderly and presentable for clients. Adhere to the Fifth Third clean desk policy and maintain a professional appearance. #Bank Operations: oOpen and maintain full range of retail accounts and services. oKeep up to date on the security controls in place to protect the office against criminal and fraudulent activities and unnecessary risk and exposure. oMay need to handle opening and/or closing procedures as a member of the platform staff. SUPERVISORY RESPONSIBILITIES: None.
Mortgage Processor III
5/25/2015 4:00:00 AM
Details: Division: Mortgage FlsaStatus: Non-Exempt EmploymentType: Regular Performs a wide range of duties related to the processing and underwriting of residential mortgage loans. These duties are both file and vendor level in nature. Maintains contact with external and internal customers to ensure workflowdeadlines are met. Assumes primary responsibility for the loan file upon receipt. Proactive in communicating status on the loan to both the borrower and the Loan Originator, and managing to the closing date. Responsible for updating the file andnotepad as work progresses on the processing system. Takes on a senior role within the team and conducts peer training for new hires. Handles escalated problems and issues requiring a senior level knowledge of residential mortgage loan processing. ESSENTIAL DUTIES & RESPONSIBILITIES: Manage pipeline of conventional, government, and/or portfolio loans. Evaluate loan documentation, calculate income, review assets, and analyze liabilities and clear conditions per delegated authority. Process all loans types including conventional, FHA, VA, USDA, Bond and special products including the most complex loan files Validate automated underwriting decision per delegated authority. Maintain high level of customer service by being proactive in communicating with the borrowers and loan originators. Ensure accurate, complete, and timely loan data on processing system. Actively participate in ongoing efforts to continually improve customer service for internal and external customers. Responsible for appropriate section of HMDA Worksheet. Review exception reports to ensure all tasks are completed. Serve as an intermediary for loan issues with Loan Originators and other related departments. Assist in training new hires. Take active role as an escalation point within the team based on experience/knowledge. Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. Perform any other duties as assigned. SUPERVISORY RESPONSIBILITIES: None.
Retail Personal Banker - South Haven
5/25/2015 4:00:00 AM
Details: Division: Retail FlsaStatus: Non-Exempt EmploymentType: Regular Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full rangeofbanking products and services to existing and prospective customers while providing specialized customer care. Utilize and promote the Branded Sales and Service process, using the prescribed tools and interacting with the Customer/FinancialServiceRepresentatives for referral activity. ESSENTIAL DUTIES & RESPONSIBILITIES: * Sales/Goals Function: o Maintain an awareness of the various market segments (Acquisition and Cross Sell) and develop an understanding of how Fifth Third solutions support each market. o Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management utilizing sales skills appropriate for the Financial Center market segment. (i.e., cold calling versus calling campaigns to an alreadyestablishedcustomer base). o Oversee the complete consumer loan process following approved guidelines. o Consistently meet or exceed brokerage referral goals as set by management. o Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. o Promote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company. o Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars and community events. o Maintain the sales environment, and actively participate in regular sales and office staff meetings, the execution of sales contests, monthly Blitzes and other motivational activities. o Actively participate in the telemarketing process within the financial center, utilizing the marketing resources and other various tools. o Establish close relationships with assigned business partners, such as Mortgage, Small Business Bankers, Business Banking Officers and Investment Executive to ensure that established goals for each business line is met. o Provide guidance to the Customer/Financial Service Representatives in the referral/sales process. * Customer Service: o Utilize the FNA to build thorough customer information for optimal financial solutions for their needs. o Provide a customer experience that is consistent across all customer touch points, is among the leaders in the financial services industry in terms of customer satisfaction, loyalty, and retention and provides a differentiated experience fromotherproviders in the market place. o Promote excellent customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times, providing professional resolution of problems/issues. o Establish a relationship with the customer base of the financial center through knowledge of account ownership, greeting customers by name, and exhibiting an attitude of caring. o Assist in ensuring the financial center is neat and orderly and presentable for clients. Adhere to the Fifth Third clean desk policy and maintain a professional appearance. * SEE ACTUAL JOB DESCRIPTION FOR ALL DUTIES AND RESPONSIBILITIES. SUPERVISORY RESPONSIBILITIES: None.
Asset Manager
5/25/2015 4:00:00 AM
Details: A CREF Special Servicing Asset Manager must be able to perform all duties of a Senior Asset Manager. Primary duties include the workout of sub and non-performing commercial real estate loans, developing the rationale for asset management decisions, re-structuring loans, preparing asset workout plans and quarterly budgets, and assisting in underwriting of new acquisitions. Principal Responsibilities Monitors administration of portfolios through review of written Initial Workout Plans and Quarterly Asset Review Reports Determines recommended Initial Workout Plans at boarding Manages complex problem borrower relationships and maintains dialogue with customers as needed Reviews borrower and property financial statements, tax returns, and other credit documents Develops the rationale for recommending approval or disapproval of large and/or complex loan restructures Meets with his/her own borrowers on an as needed basis' Monitors financial performance of assets and monitor adherence to repayment programs Develops plans to minimize credit risk and maximize investment returns Responsible for protecting the collateral position as well as enhancing the collateral position through direct negotiation with borrowers and their legal counsel Overseas and works with property managers on REO assets taken back through foreclosure Other Responsibilities Work on special projects as assigned Assist in underwriting of potential new acquisitions including review of borrower & property financials, title reports, appraisals, environmental site assessments, and other third party reports Interacts with Capital Markets on an as needed basis to support pricing models and monthly portfolio forecasts Restructures sub & non-performing relationships to improve the ability to collect and identifies opportunities to restructure Makes decisions regarding paying or returning NSF items within portfolil Develops best execution plans for REO assets through sales, releasing, rehab, and other options Participates in periodic meetings with Commerical Lending and Senior Management to monitor portfolio trends and specific asset performance Works with IT and App Dev on building and supporting special servicing and asset management applications. Works with rating agencies on obtaining a special servicing SBC rating for CREF division's first loan securitization Recruits qualified candidates for the asset management department Demonstrates behaviors which are aligned with the organization's desired culture and values Meets targets for productivity and portfolio resolutions 4 year college degree (Bachelor) + 10 years experience
Loan Officer
5/25/2015 4:00:00 AM
Details: Commercial Real Estate Loan Officers generate and grow the company's commercial real estate lending business by developing a loan referral network of commercial real estate and mortgage brokers as well as experienced commercial real estate investors and marketing the company's commercial real estate loan products. Primary responsibilities include developing and maintaining relationships with sources, marketing the company's commercial real estate loan programs, providing recommendations for loan sizing, pricing, terms and structure, and collaborating with credit and processing colleagues to facilitate the underwriting and closing of commercial real estate loan transactions. Participate in annual strategic and business planning process Meet targets for volumes, pipeline pull-through and loan performance Act as an effective go-between with borrowers, referral sources and inside staff related to Credit, Processing and Closing requirements Review and Analyze the income and expenses of properties in order to calculate NOI Will be responsible for calling on commercial mortgage brokers and commercial real estate brokers Will be expected to refer back to previous client lists for direct prospecting Must have the ability to determine if a loan prospect will conform to the company's underwriting guidelines Possess the ability to judge borrower credit worthiness and suitability of a commercial property to act as collateral for a loan Will need to discuss and be able to sell the company's loan products and pricing Make cold calls, sell the company brand and image at all times Available to field customer request during regular and non-regular hours and on weekends Maintain a customer referral source database in the company's CRM database Deliver the highest levels of service to both the external customers as well as internal support staff Travel may be requested in order to inspect and evaluate respective property Will be required to speak publicly in front of customers and market peers at trade shows and panels. Performs other related duties as required and assigned Demonstrates behaviors which are aligned with the organization's desired culture and values
Supervisor, Foreclosure Operations
5/25/2015 4:00:00 AM
Details: This position will be responsible for managing the day-to-day operations in the Foreclosure Department. The associate will be the first level of management responsible for supervising the activities of 2-10 employees. They will manage key metrics related to loan servicing, foreclosure activities, department performance, implementation of department strategies/procedures, and respond to inquiries related to customers/vendors/investors. This position will interface with other divisions in servicing to ensure upstream/downstream processes are appropriate. Duties and Responsibilities Supports the servicing of mortgage loans Supervise day to day activities of a team of 2-10 Servicing associates Coaching/Counseling of Default specialists Audit of functions directly related to foreclosure/bankruptcy timelines and stages in order to drive timeline performance and quality measures Support of business leaders to identify/support processes at the operational level Reporting of key metrics associated with employee and department metrics
Retail Loan Processor
5/25/2015 4:00:00 AM
Details: Retail Loan Processor will process loans approved by an Underwriter or an automated underwriting system (AUS). Works in partnership with a Retail Junior Loan Processor to gather customer and third party documentation necessary for PNMAC to assess a customer's willingness and ability to repay their mortgage loan. May have credit signing authority within delegated limits, including clearing conditions and issuing changes to the terms on previously approved loans. Responsible for, but not limited to, verifying conditions of loan approval with may include customer income/assets documentations. Confirms Loan Operating System (LOS) and AUS data integrity. May resolve routine title issues such as vesting issues, judgment liens. May process subordinations. Resolves appraisal disputes. Escalates any issues that impact a loan transaction. Maintains a high level of customer service by being proactive in communication with customers (may include realtors, attorneys, builders, financial planners). Ensures that loans are processed in accordance with PNMAC policy and procedure.
Teller - 32 Hours - Silver Lake
5/25/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. ABOUT THE JOB (JOB BRIEF): The Teller reports to the Branch Manager or to the Operations Leader (Teller Float) and is the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team. The Teller assists new and existing clients of the Bank with account transactions and uncovers sales opportunities. In addition, he/she acts as a resource in identifying and resolving client servicing issues. The Teller is an extension of the sales team and through conversations with the clients uncovers financial needs, communicates product/promotional opportunities and refers clients to the branch relationship management team. Key's application process for this teller position requires that you complete our Virtual Job Tryout (R), which is an interactive experience via the Internet that takes approximately 45 to 60 minutes to complete. When applying, please provide a valid email address on the application so that Key may send an email with a link to you for completion of the VJT. ESSENTIAL JOB FUNCTIONS: The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions. The Teller is responsible for performing accurate account transactions and functions which mirror the sales process (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in their daily work to create a positive client experience. This includes: Teller Functions - Accept and accurately process all financial service transactions. Maintain responsibility for cash drawer and follow proper balancing procedures. Act as a resource to identify and resolve client servicing issues. Meet individual established referral production goals. Build Client Rapport Provide excellent customer service to all KeyBank clients. Greet and welcome every client as they enter the branch; acknowledge by name, if known. Accurately process all financial service transactions. Participate in client appreciation events. Take ownership of client issues when possible, with the assistance of the branch management. Make product suggestions based on the client's needs and refer to a member of the branch team. Help create and establish a business relationship between the Personal Banker and the client. Present Products Review and maintain knowledge of product guides, fees and policies to stay current on offerings for product suggestions. Provide answers and assistance for client questions/concerns, utilizing resources within the branch. Coordinate time between Personal Banker and client for business meetings as necessary. Fulfill Client Needs Continue to build the client relationship by viewing client accounts when performing transactions and identifying potential product needs. Participate in post/debrief meetings with the branch team involving clients from the day to better understand specific client needs. Follow- Up Maintain relationships with Personal Bankers and Branch Managers and notify them of client sales opportunities. Debrief with the sales team member when a sale was based on a referral made by the Teller. Ensure more complex sales activities/opportunities are handed off to the Personal Banker. Ensure compliance with security and audit procedures. Additional Responsibilities Involvement in the sales building process and assist on platform as needed. REQUIRED QUALIFICATIONS: High School Diploma, GED or equivalent business experience. Customer service experience. Excellent communication and interpersonal skills. General understanding of PC with Windows based applications and calculator. Ability to work branch hours to include weekends and occasional evenings. Preferred Qualifications (Teller & Float Teller) Cash handling experience. Sales experience with established goals. Physical Requirements: Prolonged Standing (5- 8 hours per day), frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Float Teller - In addition to all Teller requirements, the Float Teller must have the ability to work at multiple branch locations. FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled
Teller (Part-Time): Bellevue
5/25/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. The Teller reports to the Branch Manager or to the Operations Leader (Teller Float) and is the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team. The Teller assists new and existing clients of the Bank with account transactions and uncovers sales opportunities. In addition, he/she acts as a resource in identifying and resolving client servicing issues. The Teller is an extension of the sales team and through conversations with the clients uncovers financial needs, communicates product/promotional opportunities and refers clients to the branch relationship management team. ESSENTIAL JOB FUNCTIONS The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions. The Teller is responsible for performing accurate account transactions and functions which mirror the sales process (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in their daily work to create a positive client experience. This includes: Teller Functions Accept and accurately process all financial service transactions Maintain responsibility for cash drawer and follow proper balancing procedures Act as a resource to identify and resolve client servicing issues Meet individual established referral production goals Build Client Rapport Provide excellent customer service to all KeyBank clients Greet and welcome every client as they enter the branch; acknowledge by name, if known Accurately process all financial service transactions Participate in client appreciation events Take ownership of client issues when possible, with the assistance of the branch management Make product suggestions based on the client's needs and refer to a member of the branch team Help create and establish a business relationship between the Personal Banker and the client Present Products Review and maintain knowledge of product guides, fees and policies to stay current on offerings for product suggestions Provide answers and assistance for client questions/concerns, utilizing resources within the branch Coordinate time between Personal Banker and client for business meetings as necessary Fulfill Client Needs Continue to build the client relationship by viewing client accounts when performing transactions and identifying potential product needs Participate in post/debrief meetings with the branch team involving clients from the day to better understand specific client needs Follow-Up Maintain relationships with Personal Bankers and Branch Managers and notify them of client sales opportunities Debrief with the sales team member when a sale was based on a referral made by the Teller Ensure more complex sales activities/opportunities are handed off to the Personal Banker Ensure compliance with security and audit procedures Additional Responsibilities Involvement in the sales building process and assist on platform as needed REQUIRED QUALIFICATIONS Teller High School Diploma, GED or equivalent business experience Customer service experience Excellent communication and interpersonal skills General understanding of PC with Windows based applications and calculator. Ability to work branch hours to include weekends and occasional evenings. Physical Requirements: Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs. Float Teller In addition to all Teller requirements, the Float Teller must have the ability to work at multiple branch locations PREFERRED QUALIFICATIONS Cash handling experience Sales experience with established goals FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled
SBA Business Service Officer - Salt Lake City, Utah
5/25/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. JOB BRIEF (PURPOSE) Provides sales support, problem resolution and loan documentation and closing services for high volume SBA districts to enhance sales team effectiveness. Supports the SBA RM, across multiple teams, if applicable, in attaining district SBA loan production goals. This job can serve as an excellent training continuum with a career path to an SBA RM. ESSENTIAL JOB FUNCTIONS The role of the Business Sales Officer (BSO) is to primarily support the SBA RMs within the BB sales team by responding to client transactions and assisting with client need identification/coordination, product delivery and sales planning to enhance the team's net Contribution Margin and portfolio profitability. The BSO consistently supports the Business Banking Sales Team with the delivery of the BB value proposition (clients bank at Key because their business is understood, their time is valued and solutions are provided to simplify their lives). The SBA BSO will be responsible for functions that align with the Key Sales Process (Pipeline & Opportunity Management, Needs Assessment, Fulfillment, and Follow Up) in daily work to create a positive Client Experience. This includes: Pipeline & Opportunity Management •Makes calls to external centers of influence (COIs) to set appointments for SBA RM •Manages district process for SBA COI contact strategy. •Networks with local organizations that would be likely referral sources for SBA loans. Paves the way for the SBA RM to set up appointments and develop further relationship. •Makes as needed visits to branches or retail meetings to create awareness and provide basic product knowledge and process comfort to the retail sales force. Needs Assessment •Discusses the client with the SBA RM to better understand the client's needs. •Supports SBA RM with sales preparation, documentation, loan closing, and servicing functions that would involve contact with the customer directly, including follow-up. •Takes full ownership to ensure unresolved documentation exceptions are tracked on the exception report and clears documentation exceptions, working together with the SBA RM and the borrower. Fulfillment •Serves as secondary contact to client and primary contact in SBA RM's absence to provide a high level of customer service and value. •Directly involved with prospect/client new loan requests; collects appropriate financial information from borrower, discusses product features and coordinates conditions/details of credit with credit underwriters and client to ensure timely loan process. •Works closely with multiple parties including outside counsel, BBRM and support staff, SBA credit and closing groups, the National Real Estate Group, borrowers, borrower's counsel, Title Company, escrow officers or other lenders to achieve a well coordinated and timely loan closing. Participates or conducts closing on behalf of the SBA RM as requested. •Processes complex service requests as directed by client providing "hands on" service and follow-up to the very profitable clients for portfolio retention. •Funds SBA loans once they are closed and completes advances throughout the draw process, if applicable to the loan. Follow-Up •Coordinates other non-credit products by interfacing with product specialists to expedite the process, coordinate documentation and close on new product relationships. •Provides expertise and assistance to SBA RM on internal support systems and functions to ensure that procedures and programs are being utilized properly. MARGINAL OR PERIPHERAL FUNCTIONS Provides expertise and assistance to BBRMs and District with various projects. Seeks solutions and efficiencies to the BB/MM processes, i.e. serving on internal taskforces and partnership groups. Acts as operational client services liaison for team. Proactively identifies process improvements to continuously enhance client service and documentation quality. REQUIRED QUALIFICATIONS Associate Degree or equivalent work experience Minimum 3-5 years related work experience. Basic financial services knowledge General knowledge of Business Banking products and services Basic (Ideally comprehensive) knowledge of SBA products and services Demonstrated experience with personal computer applications Strong verbal and written communication skills PREFERRED QUALIFICATIONS Demonstrated knowledge of applicable technology including MS Windows/Office Products, Gateway, RMW, DDA Application, LMS, Hogan FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled
SBA Business Service Officer - Salt Lake City, Utah
5/25/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. JOB BRIEF (PURPOSE) Provides sales support, problem resolution and loan documentation and closing services for high volume SBA districts to enhance sales team effectiveness. Supports the SBA RM, across multiple teams, if applicable, in attaining district SBA loan production goals. This job can serve as an excellent training continuum with a career path to an SBA RM. ESSENTIAL JOB FUNCTIONS The role of the Business Sales Officer (BSO) is to primarily support the SBA RMs within the BB sales team by responding to client transactions and assisting with client need identification/coordination, product delivery and sales planning to enhance the team's net Contribution Margin and portfolio profitability. The BSO consistently supports the Business Banking Sales Team with the delivery of the BB value proposition (clients bank at Key because their business is understood, their time is valued and solutions are provided to simplify their lives). The SBA BSO will be responsible for functions that align with the Key Sales Process (Pipeline & Opportunity Management, Needs Assessment, Fulfillment, and Follow Up) in daily work to create a positive Client Experience. This includes: Pipeline & Opportunity Management •Makes calls to external centers of influence (COIs) to set appointments for SBA RM •Manages district process for SBA COI contact strategy. •Networks with local organizations that would be likely referral sources for SBA loans. Paves the way for the SBA RM to set up appointments and develop further relationship. •Makes as needed visits to branches or retail meetings to create awareness and provide basic product knowledge and process comfort to the retail sales force. Needs Assessment •Discusses the client with the SBA RM to better understand the client's needs. •Supports SBA RM with sales preparation, documentation, loan closing, and servicing functions that would involve contact with the customer directly, including follow-up. •Takes full ownership to ensure unresolved documentation exceptions are tracked on the exception report and clears documentation exceptions, working together with the SBA RM and the borrower. Fulfillment •Serves as secondary contact to client and primary contact in SBA RM's absence to provide a high level of customer service and value. •Directly involved with prospect/client new loan requests; collects appropriate financial information from borrower, discusses product features and coordinates conditions/details of credit with credit underwriters and client to ensure timely loan process. •Works closely with multiple parties including outside counsel, BBRM and support staff, SBA credit and closing groups, the National Real Estate Group, borrowers, borrower's counsel, Title Company, escrow officers or other lenders to achieve a well coordinated and timely loan closing. Participates or conducts closing on behalf of the SBA RM as requested. •Processes complex service requests as directed by client providing "hands on" service and follow-up to the very profitable clients for portfolio retention. •Funds SBA loans once they are closed and completes advances throughout the draw process, if applicable to the loan. Follow-Up •Coordinates other non-credit products by interfacing with product specialists to expedite the process, coordinate documentation and close on new product relationships. •Provides expertise and assistance to SBA RM on internal support systems and functions to ensure that procedures and programs are being utilized properly. MARGINAL OR PERIPHERAL FUNCTIONS Provides expertise and assistance to BBRMs and District with various projects. Seeks solutions and efficiencies to the BB/MM processes, i.e. serving on internal taskforces and partnership groups. Acts as operational client services liaison for team. Proactively identifies process improvements to continuously enhance client service and documentation quality. REQUIRED QUALIFICATIONS Associate Degree or equivalent work experience Minimum 3-5 years related work experience. Basic financial services knowledge General knowledge of Business Banking products and services Basic (Ideally comprehensive) knowledge of SBA products and services Demonstrated experience with personal computer applications Strong verbal and written communication skills PREFERRED QUALIFICATIONS Demonstrated knowledge of applicable technology including MS Windows/Office Products, Gateway, RMW, DDA Application, LMS, Hogan FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled
SBA or Sr. SBA Relationship Manager, Buffalo & Rochester, NY
5/25/2015 4:00:00 AM
Details: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to mid-sized businesses through a footprint of over 1,000 branches, more than 1,300 ATMs, telephone banking centers, and robust online and mobile capabilities. This position can be filled with a SBA Relationship Manager or Sr. SBA Relationship Manager based on selected candidates experience. Partners with Business Banking Relationship Managers to acquire new clients and expand share of wallet of existing client portfolio of businesses with annual sales from $1 to $10 million, with loan sizes between $150,000 and $2 million. Develops the business plan for the SBA line for their district, in conjunction with the Business Banking Sales Leader. Implements the training and internal business development strategies outlined by district. Utilizes a robust network of local centers of influence in the market that can be leveraged into profitable relationships. Maintains strategic relationships with all Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience. Working as the trust advisor, poises the client relationship for deeper cross-sales by their relationship manager for a broad array of appropriate financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities. Researches and fully understands competitors' strengths/weaknesses and product offerings/pricing. ESSENTIAL JOB FUNCTIONS The role of the Small Business Administration Relationship Manager or Senior Small Business Administration Relationship Manager is to prospect and sell new clients as well as expand existing client relationships by consistently delivering the BB value proposition (clients bank at Key because their business is understood, their time is valued and solutions are provided to simplify their lives). The SBA RM will be responsible for functions that align with the Key Sales Process (Pipeline & Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in daily work to create a positive Client Experience. This includes: Pipeline & Opportunity Management Maintains an in-depth knowledge of SBA products and a basic knowledge of broader business banking products services as well as knowledge of competitors and competitive products. Employs a disciplined approach to prospecting. Impacts district referral pipeline via established internal and external centers of influence. Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community. Generates leads by utilizing all resources including desktop, branch network, COIs, LOB and product partners, First Research, etc. Needs Assessment Maintains a current comprehensive understanding of client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Desktop and personal meetings. Understands what differentiates KeyBank and develop your unique sales approach that differentiates you in the marketplace. Present/Pitch Proactively grows full client relationships ( deposit/credit relationships ), aggressively manages non-profitable client relationships to profitable levels or to alternative delivery channels. Becomes proficient at uncovering what will motivate a prospect to purchase our services. Makes joint calls with BBRMs and SBRMs to enhance their SBA product knowledge Serves as a resource and contact point for Key Bank retail staff regarding the SBA program and products. Fulfillment Actively listens to concerns, presents solutions to decision makers and obtain a clear yes, no or next step. Functions as client's credit sponsor with Business Service Center to facilitate the underwriting process and credit approval. Ensures that new customer relationships consistently meet all compliance requirements; ensures all documents with loan are completed, correct and sent with loan documentation; works to resolve all loan document exceptions; understands how and why an exception occurred. Follow-Up Ensures ongoing contact with new clients to enhance client's initial experience with Key Solicits satisfied clients for referrals to others they know who may need your services on a regular bases. Aggressively pursues district client acquisition and fee income goals by successfully closing profitably structured deals. MARGINAL OR PERIPHERAL FUNCTIONS Acts as a mentor to less experienced and/or new team members. Provides feedback to corporate partners regarding new product development. Coaches branch employees to enhance Business Banking selling skills/ knowledge. REQUIRED QUALIFICATIONS Undergraduate degree in business/related field or equivalent work experience. SBA Lending expereince - Two to four years for the SBA Relationship Manager or Five to seven years for Sr. SBA Relationship Manager Five plus years demonstrated sales and business development experience with proven results. Strong customer service skills. Excellent verbal and written communication skills and strong presentation skills. In depth knowledge of SBA products ( 7(a), 504 and Express ) and the SBA Standard Operating Procedures. Knowledgable of financial products and banking regulations. Demonstrated experience with and broad understanding of personal and commercial financial statements. Proven experience with and comprehensive understanding of commercial lending and small business operations. Proficient in personal computer applications. FLSA STATUS: Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled
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