Independently interact with a specific portfolio of clients, including attendance at meetings outside the office. Sell a broad range of bank products and services to those customers, including Treasury Management, Wealth Management, Private Banking and Trade Finance products. Review and correct loan documents, and present them to customers for signature. Work independentl

A full time, outside sales position responsible for seeking and developing relationships for new business sources both internally and externally. Meet with and interview prospective customers, brokers, New Home Consultants, and other referral sources at homebuilding communities or other convenient locations to collect and analyze customer financial information, advise cus

Consulting with Bank customers and non customers regarding borrowing needs, including preparing mortgage loan applications particularly in under served markets and for individuals with low to moderate income by doing the following Work with prospective customers in determining readiness for home ownership, developing a budget, and overcoming common roadblocks that prevent

Collaborate with the Commercial Lending and Operations teams on various projects. Organize and archive customer information within the Bank's CreditQuest system, using Excel and other bank systems. Assist with other operational tasks as assigned. QUALIFICATIONS High school degree or equivalent. Ideally suited for individuals entering their senior year of college pursuing

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Responsible for the origination of regulatory compliant residential loan

Develop referral contacts (realtors, builders, professional and personal contacts). Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. Follow defined protocol for escalation exceptions. Take applicant applications by comple

Generate new business opportunities through established realtor and customer relationships. Proactively engage and partner with assigned banking centers to expand business. Provide professional counsel to clients to understand the benefits of Old National Bank's products and services. Engage with the customer throughout the loan application, approval and closing process.

Generate new business opportunities through established realtor and customer relationships. Proactively engage and partner with assigned banking centers to expand business. Provide professional counsel to clients to understand the benefits of Old National Bank's products and services. Engage with the customer throughout the loan application, approval and closing process.

This position collects accounts receivable and credit review orders prior to shipment for a designated portfolio of accounts in accordance with established policies, practices, and procedures in a manner that will contribute to the profit of the company. Level II Credit Rep will have the authority to approve credit for new accounts up to a specified amount determined by t

Credit Representative Location US IL Schaumburg Company Canon Solutions America, Inc. Requisition ID 31380 Category Accounting/Finance Position Type Full Time About the Role Monday thru Friday hours 9 30 am to 6 00 pm (One day a week 10 30 am to 7 00 pm) Contacts customer to discuss account status and request payments. Prepares delinquent accounts for outside collection a

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

First Merchants Bank is seeking a Client Relationship Representative (Universal Banker) to join our team! This full time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of bank customers. We support you so you

Following established company policies and procedures, assists Loan Officers in the following essential functions. ESSENTIAL FUNCTIONS Follow up on reporting financial covenants and documents. Coordinate past due insurance tracking and follow up with insurance agent for renewal. Upon receipt, review, and update in loan system. Organize credit and legal files, scan, and up

In this position, you will underwrite new and renewal business which includes solicitation, selection and pricing of highly complex multi line risks (workers compensation, commercial auto, general liability). You will actively and creatively pursue new commercial insurance solutions including guaranteed cost, large deductible and retro account opportunities throughout the

Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture! Tell me more about this opportunity. Position Overview This position services Compeer Financial's internal and external clients by providing accounting services in an assigned area, to include loans and leases, by analyzing requests and creating acco