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Financial Services
Packages and processes government-guaranteed loan applications, including SBA and USDA programs. Reviews documentation, ensures regulatory and program compliance, coordinates with lenders, internal departments, vendors, and government agencies, and supports loan approvals. Maintains relationships, prepares reports, analyzes application trends, communicates status updates, and contributes to lending goals while adhering to banking regulations and internal policies.
Financial Services
Handles mortgage accounting for loan acquisition, processing, closing, purchasing, and servicing. Duties include reconciling general ledgers and bank accounts, processing investor purchase advices, loan disbursements, wires, checks, and borrower payment letters, investigating discrepancies, supporting audits, maintaining electronic mortgage records, and assisting mortgage operations. Requires accounting knowledge, regulatory compliance awareness, strong organization, communication, and proficiency across Microsoft Office and other software platforms.
Financial Services
Leads the Customer Experience Center, overseeing customer service operations, workforce management, staffing, performance metrics, employee development, escalations, compliance, payroll reporting, and contact center technology. Serves as the business owner for Genesys and telephony platforms, drives process improvements, manages vendors and internal partners, and ensures operational continuity and exceptional customer experiences.
Financial Services
Leads strategic sourcing and competitive bidding processes, including RFIs, RFPs, and RFQs; evaluates proposals, negotiates commercial terms, conducts spend analysis, and develops category strategies. Supports Source-to-Pay platform optimization, savings tracking, contract renewals, stakeholder training, and vendor onboarding. Collaborates with Vendor Management, Risk Management, and Finance while ensuring procurement activities comply with banking regulations and internal controls.
Financial Services
Provides customer support for BankPlus products and services through phone, email, web chat, and accessibility channels. Assists with account and card requests, researches issues, processes transactions, makes product referrals, and cross-sells banking services. Maintains compliance with privacy, banking, and regulatory policies while handling customer information. Participates in team meetings, completes required training, and supports flexible scheduling and daily service deadlines.



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