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Job Title Post Closing Analyst Location CA Westlake Village What you'll do The Post Closing Analyst is responsible for monitoring the delivery of collateral documents and final documents in order to maintain accurate and sellable mortgage loan files that meet company and investor standards. Responsible to determine appropriate resolution plans to resolve outstanding issue
Posted 1 day ago
Enterprise Bank & Trust
- San Juan Capistrano, CA
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom and pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Missouri, Kansas , Arizona, California, New Mexico and Nevada, we're strong, growing and committed to supp
Posted 2 days ago
Travis Credit Union's (TCU) Financial Service Representative (FSR) is the face of the credit union! TCU's FSRs manage member relationships by helping members achieve their financial goals. The TCU FSR is a career minded individual that enjoys a multi faceted role providing professional advice to members. Successful FSRs are people that love helping people! Develops long t
Posted 2 days ago
Following established company policies and procedures, performs the following ESSENTIAL FUNCTIONS Provide tracking of incoming emails to CAD for tickler updates and financial spread requests. Log in activity and save attachments in respective borrower folders for spreading by Credit Analysts. Disposition ticklers in nCino and/or CASH. Generate weekly and monthly reports.
Posted 2 days ago
Provides consultative services to members regarding credit union products and services by assessing member needs. Assists members in establishing memberships, loan accounts and services, share accounts and savings services, completing necessary documents and performing data entry of records in compliance with audit requirements. Processes transactions for members and freq
Posted 1 day ago
Provides consultative services to members regarding credit union products and services by assessing member needs. Assists members in establishing memberships, loan accounts and services, share accounts and savings services, completing necessary documents and performing data entry of records in compliance with audit requirements. Processes transactions for members and freq
Posted 1 day ago
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
Posted 1 day ago
Locations Sales CA San Diego, United States of America, San Diego, California Relationship Manager, Business Cards & Payments Acquisitions (North County San Diego) Relationship Manager, Business Cards & Payments (Acquisitions) Territory Oceanside, Escondido, Poway, Encinitas, Solana Beach, San Marcos, Carlsbad, Murrieta, Vista Are you a self starter, a go getter, and a dea
Posted 5 days ago
The Member Service Specialist is a key branch team member that will perform both service and sales activities. MSS's will identify opportunities and take actions to expand our memberships, shares and consumer loan growth, through outbound calling, profiling members and generating internal referrals. MSS's will also enhance existing relationships with credit union members
Posted 6 days ago
Travis Credit Union's (TCU) Financial Service Representative (FSR) is the face of the credit union! TCU's FSRs manage member relationships by helping members achieve their financial goals. The TCU FSR is a career minded individual that enjoys a multi faceted role providing professional advice to members. Successful FSRs are people that love helping people! Develops long t
Posted 7 days ago
Primarily assists members in performing accurate transactions and providing account information. Assists in establishing memberships, lo share accounts and other deposit products by assessing member needs, completing necessary documents and performing data entry of records in compliance with audit requirements. Frequently serves as the initial point of contact between the
Posted Today
As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley's quality service standards. Provides a variety of banking solutions by analyzing needs, recommending solutions and selling bank products
Posted 6 days ago
Travis Credit Union's (TCU) Financial Service Representative (FSR) is the face of the credit union! TCU's FSRs manage member relationships by helping members achieve their financial goals. The TCU FSR is a career minded individual that enjoys a multi faceted role providing professional advice to members. Successful FSRs are people that love helping people! Develops long t
Posted 7 days ago
Convergint is looking for a full time, enthusiastic, results driven and forward thinking Banking Service Technician to join our amazing culture. In this role, you will service and support existing customers by responding to service calls, carrying out Customer Support Programs and small projects business. As a Banking Service Technician, you are a part of a dynamic team t
Posted 2 days ago
Travis Credit Union's (TCU) Financial Service Representative (FSR) is the face of the credit union! TCU's FSRs manage member relationships by helping members achieve their financial goals. The TCU FSR is a career minded individual that enjoys a multi faceted role providing professional advice to members. Successful FSRs are people that love helping people! Develops long t
Posted 7 days ago
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