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Recently posted jobs
Financial Services
Provide Level 1 support and systems administration for nCino and Encompass LOS across origination through servicing. Triage, troubleshoot, document, and escalate issues; train users; improve help desk workflows and knowledge base; ensure AML/BSA compliance and collaborate with third-party vendors for resolution.
Financial Services
Manage and coordinate 1031 exchange transactions: prepare exchange and assignment documents, hold and disburse exchange funds, track timelines, handle accounting, ensure fees are collected, and maintain compliance with AML/BSA and federal regulations while advising taxpayers and coordinating with attorneys and closing officers.
Financial Services
Provide member-facing banking services including opening and maintaining accounts, processing monetary transactions, promoting bank products, handling teller duties, and ensuring compliance with AML/BSA rules while delivering excellent customer service in person, by phone, and by email.
Financial Services
The role involves managing client relationships in the retirement plans industry, ensuring compliance, providing educational sessions, and assisting advisors with marketing and documentation.
Financial Services
The Payments Specialist processes domestic and international wire transfers and ACH transactions, ensuring compliance and fraud detection while providing exceptional member support.
Financial Services
Support Commercial Lines account team by processing audits, endorsements, proofs of insurance, and policy assemblies; check and attach policies in Epic; obtain carrier documents and loss runs; handle billing/cancellations/reinstatements; attend team meetings and participate in carrier website training.
Financial Services
Support Treasury Management Advisors by preparing treasury service documents, proposals, presentations, and pricing; maintain RFP and sales pipelines; coordinate implementations, follow-up on escalations, validate pricing, ensure documentation and compliance with AML/BSA, and track sales revenue.
Financial Services
Support Treasury Management Advisor by preparing treasury documents, presentations, and RFPs; gather customer data; maintain sales pipeline; coordinate implementations; validate pricing; ensure compliance with AML/BSA; resolve escalations and track sales revenue.
Financial Services
The Commercial Lines Marketing Manager leads the placement and marketing of commercial accounts, collaborating with producers and carriers to develop strategic insurance solutions and proposals for clients.
Financial Services
The Assistant Account Manager supports the Commercial Lines team by processing audits, managing insurance policies, and providing service to clients.
Financial Services
The Relationship Specialist ensures excellent service delivery for loan and deposit processes, assisting members in various financial transactions, maintaining compliance, and supporting banking operations.
Financial Services
As a Risk Advisor - Personal Lines, you will assist clients in identifying insurance needs, recommend coverage options, and manage client communications. Responsibilities include developing leads, updating referral sources, tailoring strategies, reviewing policies for accuracy, and coordinating with carriers.
Financial Services
The Personal Lines Sales Manager leads a team, drives sales performance, implements growth strategies, and enhances client experience through operational improvements and digital tools.
Financial Services
The Payment Services Manager oversees the management and compliance of the Payment Services Department, ensuring effective operations and regulatory compliance, while developing teams and processes for ACH and Wire transfers.
Financial Services
The role involves opening and maintaining accounts, assisting members, handling transactions, promoting products, and ensuring compliance with regulations.
Financial Services
Drive treasury services revenue by consulting with existing and prospective members on cash management, preparing proposals and presentations, coordinating implementations, supporting bankers through sales and onboarding, managing pipelines, ensuring compliance (AML/BSA), and delivering ongoing service and training.
Financial Services
The Summer Internship at TowneBank Mortgage involves assisting Spanish-speaking clients, learning the loan origination process, and supporting mortgage documentation and client communications.
Financial Services
The Benefits Consultant is responsible for generating sales by analyzing client needs and presenting group health and life insurance solutions, maintaining client relationships, and managing team members.
Financial Services
The Benefits Consultant role involves generating sales through needs-based analysis, maintaining client relationships, and overseeing team members while providing client service and managing proposals and referrals.
Financial Services
Support the Commercial Lines account team by processing audits, endorsements, certificates, and policy assemblies. Manage policy attachments in Epic, obtain carrier documents, handle billing actions, and participate in meetings and carrier training to ensure accurate client service delivery.
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