Manage 275 FCL cases, initiation through acquisition, including FHLMC, FNMA, FHA/VA & Private Investors with a total financial exposure of $25M. Follow up on all FCL actions monthly to ensure investor guidelines and monthly status requirements are met to prevent fines & reduce errors found during investor audits. Analyze & manage FCL timeline performance to ensure that no

Sales Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities. Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Acts as the Core Team Member for One Bank to identify opportunities wit

The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationsh

Financial Specialist 1 Job Locations US OH Dayton ID 2024 4659 Category Finance Type Full Time Hours/Week 40 Location Name Wright Patterson AFB Max USD $41,000.00/Yr. Position Summary Odyssey is seeking a Financial Specialist I to support Naval Medical Research Unit Dayton (NAMRU D). NAMRU D is located at Wright Patterson Air Force Base and is Navy Medicine's world class,

Prospect and Client Discovery Plays a major role in the sales process in acquiring significant (generally > $10 million investable) relationships by partnering with the WMA and collaborating with specialists in delivering Fifth Third's discovery experience to clients and prospects. Primary focus is understanding and memorializing the entirety of the client's/prospect's cu

Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post appoint

Job Title Department Financial Advisor Securities Administration Location This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Franklin, OH; Beavercreek, OH; Mason, OH; Blue Ash, Cincinnati, OH; Wilmington Pike, Centerville, OH; Franklin, OH or Montgomery, Cincinnati, OH. Market

Pursues communication with defaulted customers utilizing manual dialing to offer potential workout alternatives Contacts delinquent customers to obtain payment commitments. Makes collection/demand calls with an account load defined by applicable capacity model. Analyze customer's situation and collateral risk to present alternative solutions including Forbearance Plans, R

Pursues communication with defaulted customers utilizing manual dialing to offer potential workout alternatives Contacts delinquent customers to obtain payment commitments. Makes collection/demand calls with an account load defined by applicable capacity model. Analyze customer's situation and collateral risk to present alternative solutions including Forbearance Plans, R

At Sentry, we focus on the future and want to help you do the same! Sentry has a team of Retirement Plan Consultants dedicated to educating individual customers and participants on the advantages of participating in a retirement plan and operating an efficient Plan. What You'll Do Lead group enrollments for assigned employer sponsored retirement plans Provide accurate and

Responsible for answering incoming calls to the office in regards to financial assistance. The agent will be patient, understanding, empathetic, and be able to provide the caller with the correct answers to their questions in a timely manner. Support the goals of the Office of Student Financial Assistance by providing the highest possible customer service. May be tasked w

Sales Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities. Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Acts as the Core Team Member for One Bank to identify opportunities wit

The Wealth Planner (Planner) is responsible for delivering financial planning experience to Key Private Bank (KPB) high net worth clients and prospects. The Planner will work closely with KPB Relationship Managers to acquire and deepen relationships by increasing planning engagement with existing clients, and support prospect and Centers of Influence (COI) engagements. Th

Utilize in depth knowledge of loss mitigation options to manage a portfolio of accounts in late stages of delinquency (approaching charge off status). Pursues communication with defaulted customers utilizing manual dialing to offer potential workout alternatives. Contacts delinquent customers to obtain payment commitments. Makes collection/demand calls with an account loa

of Position This position is primarily responsible for providing administrative support to the Office of Financial Services in the daily execution of responsibilities. This position is also responsible for general office management, supporting all areas within the Office of Financial Services, as required, and serve as administrative liaison for the Office of Financial Ser