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

Be a self starter and assertive regarding the development of leads in conjunction with a robust prospecting routine and future leads. Negotiate complex terms and conditions acceptable to borrowers while maintaining credit quality and pricing thresholds. Communicate in an effective and efficient manner the details of pursued opportunities to management, credit underwriters

The Universal Banker II is responsible for meeting with customers and non customers to open all types of savings, checking and certificate of deposit accounts, based on discovery of customer needs, and to cross sell appropriate Bank products and services of all types. Excellence in product knowledge and sales and service skills is essential. Must proactively discover need

Supervise and lead branch team to provide members the full range of Navy Federal Credit Union products and services including lending products and depository accounts such as checking, savings, certificate, IRA, revocable trust and estate accounts Assist the Manager in monitoring cash operations and branch self auditing efforts to keep credit union assets secure and withi

Serves customers by providing trusted banking advice, processing a variety of banking transactions, opening new accounts and researching and resolving problems in a manner which promotes and maintains positive customer experiences and relationships; and promotes the Bank's culture, including the support of our Brand promise and Core Values by performing the following duti

The Member Financial Specialist is a key branch team member that will perform both service and sales activities. MFS'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. MFS's will also enhance existing relationships with credit union member

Job Description Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follow the established policies in accordance with the bank and the supervisor's direction Accountable for the personal achievement of monthly new account production as assigned by upper management Proce

MORE ABOUT THIS SKILLSET Providing advice to sustain the firm's financial well being and reputation. As part of the firm's second line of defense, Legal helps ensure that the firm's activities are conducted within the boundaries of the law and consistent with preserving and enhancing the firm's reputation. If you apply to this skillset, you will be considered for multiple

A staff attorney must be able to gather evidence, advise clients about their rights, draft legal documents, and conduct civil lawsuits. A staff attorney must interview clients and witnesses with cultural competence, as well as handle other tasks in representing clients. A staff attorney represents clients in court and before quasi judicial or administrative agencies of go

Following established policies and procedures, the Loan Portfolio Officer is responsible for maintaining and monitoring the existing portfolio and growing/developing the customer relationship. Work with the Underwriting Department to provide required information for loan underwriting on both new and renewal credits. Product types include all facets of commercial loans and

Mortgage Sales Mortgage Banker III 1111 Main St, Kansas City, MO 64105, USA Texas, USA Utah, USA Req #3843 Friday, July 21, 2023 It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Bank Operations Specialist I, as a member of the Operation's Team that supports the processing for all bank's transaction channels, is responsible for performing a wide variety of bank operational duties in a high volu

Utilize product line subject matter expertise by performing analysis to review potential business prospects and recommend profitable risk selection Perform complex underwriting activities in accordance with all legal and regulatory requirements to ensure obligations are met Forge and maintain strong relationships with multiple agency leaders by utilizing high degree of bu

Provide technical and advisory financial and accounting due diligence services to private equity clients and companies. Perform complex analyses, including analysis of cash flows, quality of assets and earnings, operating and profitability trends, working capital and identification of potential liabilities and risks. Responsible for engagement execution, including prepari

Dorsey & Whitney LLP is seeking an experienced finance attorney for its Finance & Restructuring group with five or more years of experience to join the Dallas, Delaware, Denver, Minneapolis, Palo Alto, Costa Mesa, Phoenix, Salt Lake City, Seattle, or New York office. Join a Vibrant Team In this position, you will have the opportunity to work alongside partners in a thrivi