Location: Remote work, as our team is currently working from home. Our office is located in Missoula, MT.
Open Date: April 9, 2020. Open until filled.
Schedule: May 2021 – August 2021. 10 hours/week. Part-time. Flexible start/end date, flexible schedule. Staff typically works M-F 8 am to 4 pm, so team meetings will be scheduled during those hours.
Pay: $10/hr. to start.
Qualifications: College junior, senior, or graduate student pursuing a degree in accounting, bookkeeping, business or other relevant field. Ability to organize and maintain financial records. Strong computer and communication skills. Proficient with Microsoft Excel and Google Sheets.
Requirements: Internet access to enable remote work. Must either have one’s own computer to use, or the ability to pick up a laptop computer from our Missoula office.
Who we are: Launched in April 2014, the Montana High Tech Business Alliance (the Alliance or MHTBA) is a nonpartisan, nonprofit...
Apr 09, 2021
Intern
Location: Remote work, as our team is currently working from home. Our office is located in Missoula, MT.
Open Date: April 9, 2020. Open until filled.
Schedule: May 2021 – August 2021. 10 hours/week. Part-time. Flexible start/end date, flexible schedule. Staff typically works M-F 8 am to 4 pm, so team meetings will be scheduled during those hours.
Pay: $10/hr. to start.
Qualifications: College junior, senior, or graduate student pursuing a degree in accounting, bookkeeping, business or other relevant field. Ability to organize and maintain financial records. Strong computer and communication skills. Proficient with Microsoft Excel and Google Sheets.
Requirements: Internet access to enable remote work. Must either have one’s own computer to use, or the ability to pick up a laptop computer from our Missoula office.
Who we are: Launched in April 2014, the Montana High Tech Business Alliance (the Alliance or MHTBA) is a nonpartisan, nonprofit...
DUTIES AND RESPONSIBILITIES The position provides administrative support to the work unit, in addition to performing duties associated with loan processing such as preparing and processing approved new loans and renewals. Prepares and processes loan documentation in preparation for loan disbursement. Position may process for commercial or commercial/consumer.
Prepare new and renewal loan documents and correspondence including letters, memoranda, and various forms and reports in rough draft and final draft form for the lending staff. Proofread for accuracy and correct errors. Prepare loan file with all appropriate documentation. Assist in the preparation of loan officer comments to the loan file. Assist officer in the preparation of information for the loan committee.
Order title policies and/or complete UCC search, appraisals, credit reports, receives and files same. Confirm standing on collateral. Prepare all collateral documents e.g., changes...
Mar 23, 2021
Full time
DUTIES AND RESPONSIBILITIES The position provides administrative support to the work unit, in addition to performing duties associated with loan processing such as preparing and processing approved new loans and renewals. Prepares and processes loan documentation in preparation for loan disbursement. Position may process for commercial or commercial/consumer.
Prepare new and renewal loan documents and correspondence including letters, memoranda, and various forms and reports in rough draft and final draft form for the lending staff. Proofread for accuracy and correct errors. Prepare loan file with all appropriate documentation. Assist in the preparation of loan officer comments to the loan file. Assist officer in the preparation of information for the loan committee.
Order title policies and/or complete UCC search, appraisals, credit reports, receives and files same. Confirm standing on collateral. Prepare all collateral documents e.g., changes...
About The Role Assists Loan Originator in processing/handling residential real estate loans. Maintains good outside working relationships and promotes the organization's products and services. Will take loan applications, quote rates, process loans. Incumbents are required to maintain their registration active, and current, with the National Mortgage Licensing System throughout their employment.
DUTIES AND RESPONSIBILITIES Position works closely with MLO and serves as a liaison between the MLO, Realtor, title and other companies, loan clients, the processing department, and underwriter, from beginning through the closing of the mortgage loan. The position takes daily workow direction from assigned MLO and works effectively with the team that assists with processing and underwriting loans to meet closing deadlines with a loan that meets regulatory guidelines.
Request and/or assist in gathering initial documentation necessary to make loan decisions (e.g., pull...
Mar 23, 2021
Full time
About The Role Assists Loan Originator in processing/handling residential real estate loans. Maintains good outside working relationships and promotes the organization's products and services. Will take loan applications, quote rates, process loans. Incumbents are required to maintain their registration active, and current, with the National Mortgage Licensing System throughout their employment.
DUTIES AND RESPONSIBILITIES Position works closely with MLO and serves as a liaison between the MLO, Realtor, title and other companies, loan clients, the processing department, and underwriter, from beginning through the closing of the mortgage loan. The position takes daily workow direction from assigned MLO and works effectively with the team that assists with processing and underwriting loans to meet closing deadlines with a loan that meets regulatory guidelines.
Request and/or assist in gathering initial documentation necessary to make loan decisions (e.g., pull...
At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Commercial Banking provides financial solutions to businesses with annual sales generally in excess of $5 million. Our business lines are Wells Fargo Commercial Capital, Middle Market Banking, and Treasury Management & Payment Solutions.
Wells Fargo Equipment Finance (WFEF) is a leading bank-owned equipment leasing and finance company in the U.S. with a portfolio exceeding $48.9 billion, more than 133,000 active customers, and 1,100+ team members with coverage in all 50 states and Canada. WFEF provides a full spectrum of financing and lease...
Mar 23, 2021
Full time
At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Commercial Banking provides financial solutions to businesses with annual sales generally in excess of $5 million. Our business lines are Wells Fargo Commercial Capital, Middle Market Banking, and Treasury Management & Payment Solutions.
Wells Fargo Equipment Finance (WFEF) is a leading bank-owned equipment leasing and finance company in the U.S. with a portfolio exceeding $48.9 billion, more than 133,000 active customers, and 1,100+ team members with coverage in all 50 states and Canada. WFEF provides a full spectrum of financing and lease...
The Loan File Maintenance Specialist is responsible for reviewing, verifying, and ensuring that the Loan Servicing File Maintenance requests are processed in a timely and quality fashion. Requests types may include, but are not limited to EIM, ACH returns, monetary and non-monetary loan servicing requests, fee waivers, loan accounting system code changes, and general updates to fields contained within the customer record on the bank's Loan Accounting System. The File Maintenance Specialist is responsible for maintaining Consumer, Commercial, and Specialty loan products that include simple to complex transactions in accordance with the loan maintenance request document. The File Maintenance Specialists will be responsible for meeting completeness, turn time, and accuracy requirements per established service level agreements. This position supports the servicing of Consumer, Commercial, and Specialty Lending for First Interstate Bank.
ESSENTIAL DUTIES &...
Mar 23, 2021
Full time
The Loan File Maintenance Specialist is responsible for reviewing, verifying, and ensuring that the Loan Servicing File Maintenance requests are processed in a timely and quality fashion. Requests types may include, but are not limited to EIM, ACH returns, monetary and non-monetary loan servicing requests, fee waivers, loan accounting system code changes, and general updates to fields contained within the customer record on the bank's Loan Accounting System. The File Maintenance Specialist is responsible for maintaining Consumer, Commercial, and Specialty loan products that include simple to complex transactions in accordance with the loan maintenance request document. The File Maintenance Specialists will be responsible for meeting completeness, turn time, and accuracy requirements per established service level agreements. This position supports the servicing of Consumer, Commercial, and Specialty Lending for First Interstate Bank.
ESSENTIAL DUTIES &...
Provide back-office deposit operations services to First Interstate Bank branches by supporting the branches in their efforts to provide accurate, prompt, and courteous service to their customers regarding their Debit Card Accounts, Disputes, and Transaction Research. This role requires strong attention to detail and a high level of accuracy while maintaining excellent client service to internal and external clients.
ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned.
Deliver superior service and support for all debit card services, both internal and external.
Review of compliance required documentation.
Daily processing of items including:
CRIS Reports (Cardholder Risk Identification System) for fraud monitoring
Authorization approval/denial research
Debit Card Disputes
ATM ONUS
ATM Out of Network
ATM Fraud
Fraud Merchant...
Mar 23, 2021
Full time
Provide back-office deposit operations services to First Interstate Bank branches by supporting the branches in their efforts to provide accurate, prompt, and courteous service to their customers regarding their Debit Card Accounts, Disputes, and Transaction Research. This role requires strong attention to detail and a high level of accuracy while maintaining excellent client service to internal and external clients.
ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned.
Deliver superior service and support for all debit card services, both internal and external.
Review of compliance required documentation.
Daily processing of items including:
CRIS Reports (Cardholder Risk Identification System) for fraud monitoring
Authorization approval/denial research
Debit Card Disputes
ATM ONUS
ATM Out of Network
ATM Fraud
Fraud Merchant...
Primary responsibility is to administer trust accounts, estates, investment agencies, and IRA accounts in accordance with legal documents, provisions of state law, and appropriate policies and procedures. Service and sales responsibilities are key components of this position.
ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned
Maintain and administer a full load of existing accounts in full compliance with bank policies and procedures, applicable state laws, account documents, and regulations established by the Federal Reserve and the State Banking Commissioner.
Review and maintain familiarity with all relevant information for assigned accounts including financial and tax status, risk tolerances, investment objectives, and cash flow needs. This includes completion of initial, special and annual account review for assigned accounts.
Assist and support Wealth Advisor in developing new client relationships and...
Mar 23, 2021
Full time
Primary responsibility is to administer trust accounts, estates, investment agencies, and IRA accounts in accordance with legal documents, provisions of state law, and appropriate policies and procedures. Service and sales responsibilities are key components of this position.
ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned
Maintain and administer a full load of existing accounts in full compliance with bank policies and procedures, applicable state laws, account documents, and regulations established by the Federal Reserve and the State Banking Commissioner.
Review and maintain familiarity with all relevant information for assigned accounts including financial and tax status, risk tolerances, investment objectives, and cash flow needs. This includes completion of initial, special and annual account review for assigned accounts.
Assist and support Wealth Advisor in developing new client relationships and...
The Loan Boarding Specialist is responsible for reviewing, verifying, and ensuring that the required closed loan documents have been received and for booking of loans to the Loan Accounting System following Bank procedure and policy. The Boarding Specialist is responsible for booking assigned loan products including Consumer, Commercial, and Specialty loan products that include simple to complex transactions in accordance with loan closing documents. The Boarding Specialists will be responsible for meeting completeness, turn time, and accuracy requirements per established service level agreements.
ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned.
Reviews the batch-scanned documents to verify receipt, accuracy, and proper execution of loan documents and that there are no alterations in the documents.
Coordinates efforts with appropriate parties to obtain missing information needed to meet boarding...
Mar 23, 2021
Full time
The Loan Boarding Specialist is responsible for reviewing, verifying, and ensuring that the required closed loan documents have been received and for booking of loans to the Loan Accounting System following Bank procedure and policy. The Boarding Specialist is responsible for booking assigned loan products including Consumer, Commercial, and Specialty loan products that include simple to complex transactions in accordance with loan closing documents. The Boarding Specialists will be responsible for meeting completeness, turn time, and accuracy requirements per established service level agreements.
ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned.
Reviews the batch-scanned documents to verify receipt, accuracy, and proper execution of loan documents and that there are no alterations in the documents.
Coordinates efforts with appropriate parties to obtain missing information needed to meet boarding...
The Loan Collector is responsible for the daily collection of payments on assigned delinquent accounts by reviewing documentation, system information, contacting the customer by telephone and/or written correspondence, and arranging repayment schedules in order to minimize loss to the bank.
ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned.
Works assigned queues to collect delinquent accounts by phone or mail
Negotiates arrangements with the customer to bring accounts current
Documents Collector activity and maintains records/notes/comments within the Collection system
Produces appropriate delinquent/collection letters per established guidelines
Works closely with the customer on repayment programs
Responds to customer inquiries, requests, and problems
Payment processing
Skip Tracing as required to locate the customer contact information
Prepares...
Mar 23, 2021
Full time
The Loan Collector is responsible for the daily collection of payments on assigned delinquent accounts by reviewing documentation, system information, contacting the customer by telephone and/or written correspondence, and arranging repayment schedules in order to minimize loss to the bank.
ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned.
Works assigned queues to collect delinquent accounts by phone or mail
Negotiates arrangements with the customer to bring accounts current
Documents Collector activity and maintains records/notes/comments within the Collection system
Produces appropriate delinquent/collection letters per established guidelines
Works closely with the customer on repayment programs
Responds to customer inquiries, requests, and problems
Payment processing
Skip Tracing as required to locate the customer contact information
Prepares...
Collaborates with relationship managers in gathering and evaluating commercial credit-related information on current and prospective customers by preparing written reports of analysis which include in-depth analysis of financial statements, historical and projection-based cash flow and ratio analysis, suggested credit structure, general industry analysis, and identified risks.
ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned.
Prepares financial spreads for various types of businesses.
Analyzes creditworthiness of commercial applicants, and guarantors, as appropriate by reviewing loan applications, spreading historical and projection-based financial statements, calculating cash flows, identifying key risks, and conducting research on borrowers and industries.
Analyzes findings and authors a comprehensive report of analysis using a mix of data analysis (charts, formulas, graphs, etc.) and written narrative....
Mar 23, 2021
Full time
Collaborates with relationship managers in gathering and evaluating commercial credit-related information on current and prospective customers by preparing written reports of analysis which include in-depth analysis of financial statements, historical and projection-based cash flow and ratio analysis, suggested credit structure, general industry analysis, and identified risks.
ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned.
Prepares financial spreads for various types of businesses.
Analyzes creditworthiness of commercial applicants, and guarantors, as appropriate by reviewing loan applications, spreading historical and projection-based financial statements, calculating cash flows, identifying key risks, and conducting research on borrowers and industries.
Analyzes findings and authors a comprehensive report of analysis using a mix of data analysis (charts, formulas, graphs, etc.) and written narrative....
Responsible for the delivery of personalized customer service, by holding financial conversations with clients and prospects to determine needs and provide appropriate solutions. Identify referral opportunities to ensure all of the clients' financial needs are met. Responsible for the maintenance of client relationships, with emphasis on First Interstate Bank’s Service Commitments and in accordance with our vision and values.
ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned.
Deliver personalized customer service, in person and over the phone, answering client questions, assisting with issues, and offering solutions.
May perform teller duties, including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments, and counting currency and coins accurately.
Open and maintain a variety of products including consumer and business checking and...
Mar 22, 2021
Full time
Responsible for the delivery of personalized customer service, by holding financial conversations with clients and prospects to determine needs and provide appropriate solutions. Identify referral opportunities to ensure all of the clients' financial needs are met. Responsible for the maintenance of client relationships, with emphasis on First Interstate Bank’s Service Commitments and in accordance with our vision and values.
ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned.
Deliver personalized customer service, in person and over the phone, answering client questions, assisting with issues, and offering solutions.
May perform teller duties, including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments, and counting currency and coins accurately.
Open and maintain a variety of products including consumer and business checking and...
About Figure At Figure, we’re on a mission to transform financial services through blockchain, bringing speed, efficiency, and savings to both consumers and institutions.
Accomplishing this kind of transformation requires building really big things. And we understand that building big requires a creative, team-oriented, and supportive environment where everyone can do their absolute best work. The Figure team is comprised of incredibly driven, innovative, collaborative, and curious people who love architecting and building from scratch. Everyone at the company is encouraged to be an individual contributor but also a team collaborator.
We value team members who bring an entrepreneurial mindset to every task and will embrace our culture of innovation. Every day at Figure is a journey in continuous learning yet a daily focus on getting work done that makes a difference.
This is an opportunity to work with a team of proven leaders who have already created...
Mar 22, 2021
Full time
About Figure At Figure, we’re on a mission to transform financial services through blockchain, bringing speed, efficiency, and savings to both consumers and institutions.
Accomplishing this kind of transformation requires building really big things. And we understand that building big requires a creative, team-oriented, and supportive environment where everyone can do their absolute best work. The Figure team is comprised of incredibly driven, innovative, collaborative, and curious people who love architecting and building from scratch. Everyone at the company is encouraged to be an individual contributor but also a team collaborator.
We value team members who bring an entrepreneurial mindset to every task and will embrace our culture of innovation. Every day at Figure is a journey in continuous learning yet a daily focus on getting work done that makes a difference.
This is an opportunity to work with a team of proven leaders who have already created...
About Figure At Figure, we’re on a mission to transform financial services through blockchain, bringing speed, efficiency, and savings to both consumers and institutions.
Accomplishing this kind of transformation requires building really big things. And we understand that building big requires a creative, team-oriented, and supportive environment where everyone can do their absolute best work. The Figure team is comprised of incredibly driven, innovative, collaborative, and curious people who love architecting and building from scratch. Everyone at the company is encouraged to be an individual contributor but also a team collaborator.
We value team members who bring an entrepreneurial mindset to every task and will embrace our culture of innovation. Every day at Figure is a journey in continuous learning yet a daily focus on getting work done that makes a difference.
This is an opportunity to work with a team of proven leaders who have already created...
Mar 22, 2021
Full time
About Figure At Figure, we’re on a mission to transform financial services through blockchain, bringing speed, efficiency, and savings to both consumers and institutions.
Accomplishing this kind of transformation requires building really big things. And we understand that building big requires a creative, team-oriented, and supportive environment where everyone can do their absolute best work. The Figure team is comprised of incredibly driven, innovative, collaborative, and curious people who love architecting and building from scratch. Everyone at the company is encouraged to be an individual contributor but also a team collaborator.
We value team members who bring an entrepreneurial mindset to every task and will embrace our culture of innovation. Every day at Figure is a journey in continuous learning yet a daily focus on getting work done that makes a difference.
This is an opportunity to work with a team of proven leaders who have already created...
About Figure At Figure, we’re on a mission to transform financial services through blockchain, bringing speed, efficiency, and savings to both consumers and institutions.
Accomplishing this kind of transformation requires building really big things. And we understand that building big requires a creative, team-oriented, and supportive environment where everyone can do their absolute best work. The Figure team is comprised of incredibly driven, innovative, collaborative, and curious people who love architecting and building from scratch. Everyone at the company is encouraged to be an individual contributor but also a team collaborator.
We value team members who bring an entrepreneurial mindset to every task and will embrace our culture of innovation. Every day at Figure is a journey in continuous learning yet a daily focus on getting work done that makes a difference.
This is an opportunity to work with a team of proven leaders who have already created...
Mar 22, 2021
Full time
About Figure At Figure, we’re on a mission to transform financial services through blockchain, bringing speed, efficiency, and savings to both consumers and institutions.
Accomplishing this kind of transformation requires building really big things. And we understand that building big requires a creative, team-oriented, and supportive environment where everyone can do their absolute best work. The Figure team is comprised of incredibly driven, innovative, collaborative, and curious people who love architecting and building from scratch. Everyone at the company is encouraged to be an individual contributor but also a team collaborator.
We value team members who bring an entrepreneurial mindset to every task and will embrace our culture of innovation. Every day at Figure is a journey in continuous learning yet a daily focus on getting work done that makes a difference.
This is an opportunity to work with a team of proven leaders who have already created...
About Figure At Figure, we’re on a mission to transform financial services through blockchain, bringing speed, efficiency, and savings to both consumers and institutions.
Accomplishing this kind of transformation requires building really big things. And we understand that building big requires a creative, team-oriented, and supportive environment where everyone can do their absolute best work. The Figure team is comprised of incredibly driven, innovative, collaborative, and curious people who love architecting and building from scratch. Everyone at the company is encouraged to be an individual contributor but also a team collaborator.
We value team members who bring an entrepreneurial mindset to every task and will embrace our culture of innovation. Every day at Figure is a journey in continuous learning yet a daily focus on getting work done that makes a difference.
This is an opportunity to work with a team of proven leaders who have already created...
Mar 22, 2021
Full time
About Figure At Figure, we’re on a mission to transform financial services through blockchain, bringing speed, efficiency, and savings to both consumers and institutions.
Accomplishing this kind of transformation requires building really big things. And we understand that building big requires a creative, team-oriented, and supportive environment where everyone can do their absolute best work. The Figure team is comprised of incredibly driven, innovative, collaborative, and curious people who love architecting and building from scratch. Everyone at the company is encouraged to be an individual contributor but also a team collaborator.
We value team members who bring an entrepreneurial mindset to every task and will embrace our culture of innovation. Every day at Figure is a journey in continuous learning yet a daily focus on getting work done that makes a difference.
This is an opportunity to work with a team of proven leaders who have already created...
About Figure At Figure, we’re on a mission to transform financial services through blockchain, bringing speed, efficiency, and savings to both consumers and institutions.
Accomplishing this kind of transformation requires building really big things. And we understand that building big requires a creative, team-oriented, and supportive environment where everyone can do their absolute best work. The Figure team is comprised of incredibly driven, innovative, collaborative, and curious people who love architecting and building from scratch. Everyone at the company is encouraged to be an individual contributor but also a team collaborator.
We value team members who bring an entrepreneurial mindset to every task and will embrace our culture of innovation. Every day at Figure is a journey in continuous learning yet a daily focus on getting work done that makes a difference.
This is an opportunity to work with a team of proven leaders who have already created...
Mar 22, 2021
Full time
About Figure At Figure, we’re on a mission to transform financial services through blockchain, bringing speed, efficiency, and savings to both consumers and institutions.
Accomplishing this kind of transformation requires building really big things. And we understand that building big requires a creative, team-oriented, and supportive environment where everyone can do their absolute best work. The Figure team is comprised of incredibly driven, innovative, collaborative, and curious people who love architecting and building from scratch. Everyone at the company is encouraged to be an individual contributor but also a team collaborator.
We value team members who bring an entrepreneurial mindset to every task and will embrace our culture of innovation. Every day at Figure is a journey in continuous learning yet a daily focus on getting work done that makes a difference.
This is an opportunity to work with a team of proven leaders who have already created...
About Figure At Figure, we’re on a mission to transform financial services through blockchain, bringing speed, efficiency, and savings to both consumers and institutions.
Accomplishing this kind of transformation requires building really big things. And we understand that building big requires a creative, team-oriented, and supportive environment where everyone can do their absolute best work. The Figure team is comprised of incredibly driven, innovative, collaborative, and curious people who love architecting and building from scratch. Everyone at the company is encouraged to be an individual contributor but also a team collaborator.
We value team members who bring an entrepreneurial mindset to every task and will embrace our culture of innovation. Every day at Figure is a journey in continuous learning yet a daily focus on getting work done that makes a difference.
This is an opportunity to work with a team of proven leaders who have already created...
Mar 22, 2021
Full time
About Figure At Figure, we’re on a mission to transform financial services through blockchain, bringing speed, efficiency, and savings to both consumers and institutions.
Accomplishing this kind of transformation requires building really big things. And we understand that building big requires a creative, team-oriented, and supportive environment where everyone can do their absolute best work. The Figure team is comprised of incredibly driven, innovative, collaborative, and curious people who love architecting and building from scratch. Everyone at the company is encouraged to be an individual contributor but also a team collaborator.
We value team members who bring an entrepreneurial mindset to every task and will embrace our culture of innovation. Every day at Figure is a journey in continuous learning yet a daily focus on getting work done that makes a difference.
This is an opportunity to work with a team of proven leaders who have already created...
This position functions as the primary daily contact between commercial banking clients and the Bank and assists Commercial Relationship Managers with servicing the client, for basic loan portfolios. This role is responsible for maintaining and expanding the relationship with clients by providing overall client support services. Develops working knowledge of the assigned areas and accounts through frequent client contact and execution of standard procedures.
ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned.
Handles day-to-day client calls, client transactions, and client problem resolution. Respond to client account inquiries perform account maintenance and research/resolve client problems.
Executes client transactions within delegated authority or applicable department guidelines, escalating to the assigned Relationship Manager (RM) any requests outside specified norms or items requiring...
Mar 22, 2021
Full time
This position functions as the primary daily contact between commercial banking clients and the Bank and assists Commercial Relationship Managers with servicing the client, for basic loan portfolios. This role is responsible for maintaining and expanding the relationship with clients by providing overall client support services. Develops working knowledge of the assigned areas and accounts through frequent client contact and execution of standard procedures.
ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned.
Handles day-to-day client calls, client transactions, and client problem resolution. Respond to client account inquiries perform account maintenance and research/resolve client problems.
Executes client transactions within delegated authority or applicable department guidelines, escalating to the assigned Relationship Manager (RM) any requests outside specified norms or items requiring...
This position is responsible for seeing invoices through the payment process while ensuring all relevant information related to each transaction is properly captured. This individual will ensure proper general ledger coding, maintain records for all billable concerns that are carried out by the company, and assist others in the AP area with other duties as assigned.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: Other duties may be assigned.
Review invoices and verify the accuracy of all information prior to processing for payment.
Process new payables within the accounts payable system and make changes to existing payables, if applicable.
Accurately code each invoice with the proper general ledger account number(s).
Ensure all relevant information, such as whether the invoice relates to a specific contract, project, or product, is properly captured.
Identify payments that include sales & use tax and code them...
Mar 22, 2021
Full time
This position is responsible for seeing invoices through the payment process while ensuring all relevant information related to each transaction is properly captured. This individual will ensure proper general ledger coding, maintain records for all billable concerns that are carried out by the company, and assist others in the AP area with other duties as assigned.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: Other duties may be assigned.
Review invoices and verify the accuracy of all information prior to processing for payment.
Process new payables within the accounts payable system and make changes to existing payables, if applicable.
Accurately code each invoice with the proper general ledger account number(s).
Ensure all relevant information, such as whether the invoice relates to a specific contract, project, or product, is properly captured.
Identify payments that include sales & use tax and code them...
Prepare loan documents in the loan process by verifying information in all loan files, ordering documents needed to complete the files, updating information on the computer system, and paying property taxes on escrows in accordance with the company’s policy and procedures and compliance with pertinent regulatory requirements.
DUTIES AND RESPONSIBILITIES Prepare loan processing documents and correspondence including letters, memoranda, and various forms and reports in rough draft and final draft form for the lending staff. Proofread for accuracy and correct errors. Process loan documents; enter loan information in computer accurately and on a timely basis. Issue preliminary disclosures and other information within the required timeframe. Order and/or assist in gathering initial documentation necessary to make loan decisions (e.g., credit reports, verifications, appraisal, flood determination, insurance, and title policies/reports). Conduct follow-up to ensure...
Mar 15, 2021
Full time
Prepare loan documents in the loan process by verifying information in all loan files, ordering documents needed to complete the files, updating information on the computer system, and paying property taxes on escrows in accordance with the company’s policy and procedures and compliance with pertinent regulatory requirements.
DUTIES AND RESPONSIBILITIES Prepare loan processing documents and correspondence including letters, memoranda, and various forms and reports in rough draft and final draft form for the lending staff. Proofread for accuracy and correct errors. Process loan documents; enter loan information in computer accurately and on a timely basis. Issue preliminary disclosures and other information within the required timeframe. Order and/or assist in gathering initial documentation necessary to make loan decisions (e.g., credit reports, verifications, appraisal, flood determination, insurance, and title policies/reports). Conduct follow-up to ensure...
