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Reposted YesterdaySaved
In-Office
Raleigh, NC, USA
Expert/Leader
Expert/Leader
Financial Services
The role involves assisting loan officers in managing loan portfolios, underwriting loans, monitoring renewals, and enhancing member service. Responsibilities include financial analysis, loan approval support, and maintaining regulatory compliance while building effective partnerships with business partners.
Top Skills: ExcelWord
Reposted YesterdaySaved
In-Office
3 Locations
Senior level
Senior level
Financial Services
The role involves supporting loan officers in managing loan portfolios, including underwriting, member interactions, and financial analysis. Responsibilities include preparing loan summaries, monitoring loans, managing past dues, and assisting in credit monitoring while ensuring compliance with laws and bank policies.
Top Skills: B2BExcelMicrosoft Word
Reposted YesterdaySaved
In-Office or Remote
2 Locations
Senior level
Senior level
Financial Services
Develop and grow SBA and USDA B&I loan volume through marketing, referral networks, and efficient pipeline management. Prepare complete loan packages, determine eligibility per SBA SOP, structure financing, analyze financial statements and tax returns, manage credit and closing processes, and support/conduct business development and staff coaching.
Top Skills: Dun & Bradstreet (D&B) ReportsSba SystemsStatement Spreading Programs
Reposted YesterdaySaved
In-Office
Oak Island, NC, USA
20-20 Hourly
Entry level
20-20 Hourly
Entry level
Financial Services
The role involves managing relationships with homeowners and tenants, responding to inquiries, ensuring property standards, and aiding in rental agreements, while working with emotional clients professionally.
Reposted YesterdaySaved
Hybrid
Glen Allen, VA, USA
Mid level
Mid level
Financial Services
The Private Client Risk Advisor develops leads, nurtures relationships with high-net-worth clients, and tailors insurance solutions while promoting Towne Insurance.
Top Skills: Applied EpicCrm SoftwareExcelOutlookWord
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Reposted YesterdaySaved
In-Office
Greensboro, NC, USA
Junior
Junior
Financial Services
The Mortgage Producing Sales Manager is responsible for originating loans, recruiting loan officers, tracking sales goals, and promoting business for TowneBank Mortgage, ensuring compliance with regulations.
Top Skills: Adobe Creative CloudCrm SystemsMicrosoft Office SuiteTotal Expert
Reposted YesterdaySaved
Hybrid
Charlotte, NC, USA
Entry level
Entry level
Financial Services
The Commercial Lines Risk Advisor will generate leads, assist with insurance quotes, maintain client relationships, and ensure policy accuracy and compliance.
Top Skills: Acord ApplicationsP & C Insurance License
Reposted YesterdaySaved
Hybrid
Charlotte, NC, USA
Senior level
Senior level
Financial Services
The Private Client Risk Advisor will develop business relationships, tailor risk management strategies, stay updated on insurance products, and meet sales objectives while ensuring excellent client service.
Top Skills: Applied EpicCrm SoftwareExcelOutlookWord
Reposted YesterdaySaved
In-Office
Raleigh, NC, USA
Mid level
Mid level
Financial Services
The Account Manager provides professional service to clients in the commercial lines insurance sector, ensuring timely handling of requests and maintaining account retention.
Top Skills: Applied EpicExcelOutlookWord
Reposted 3 Days AgoSaved
In-Office
6 Locations
70K-85K Annually
Mid level
70K-85K Annually
Mid level
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.
Top Skills: Adobe Acrobat DcDatabase SystemsMS Office
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