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Manage SBA loan accounting and servicing: book loans into Horizon, service loans via Etran, post payments and disbursements, process modifications and payoffs, produce reports and correspondence, handle lien releases, answer customer inquiries, and support special projects.

Support account managers and producers by processing new, renewal, endorsement, and audit transactions; verify policy accuracy versus EPIC; perform quoting/rating upon licensure; assist with special projects, mailings, and submissions.

Provide administrative support to account managers and producers for employee benefits: prepare open enrollment materials, review applications, process enrollments/terminations/changes with carriers, and maintain client data in the agency management system. Regular attendance and computer/software proficiency required.

Investigate card disputes from intake through case closure, including chargebacks and representments, ensure Regulation E compliance, track cases and fraud trends, assist banks/customers, and report losses to management.

Process new, renewal, endorsement, certificate, and audit insurance transactions accurately and timely. Verify policy coverages in EPIC, assist account managers on projects, perform rating/quoting upon licensure, and follow processing checklists.

The Deposit Operations Associate answers customer calls, processes bank items, maintains accounts, and completes special projects, ensuring customer service excellence.

The Personal Lines Account Manager services a book of business, handling renewals, new business, policy changes, and accounting discrepancies while maintaining client relations.

The Commercial Lender I is responsible for managing a loan portfolio, analyzing complex financial data, promoting banking services, and ensuring compliance with regulations while providing excellent customer service.

Responsible for assisting Account Managers in processing new business, renewals, endorsements, and audits in an accurate and timely manner.

The Commercial Lines Account Manager is responsible for managing a book of business, including account renewals, submissions, and client relations while ensuring accuracy and timeliness in all tasks.