s of this role Identify, track, manage, and investigate delinquent customer accounts Work closely with customers to secure timely payment on overdue accounts Cultivate working relationships with customers Follow up with customers to ensure payments are made in a timely manner Use databases to monitor and update outstanding accounts Keep records of all customer communicatio

Kindly greet all customers immediately upon entry to maintain a welcoming and helpful environment Assist customers with inquiries regarding their balances, statements, general information, etc. Ensure all customers have been fully assisted Use integrated teller and customer data base software to verify customer information and answer questions they may have about their ac

Come join our GTE Financial team! We are looking for a customer focused individual to join our team. The Member Relationship Officer will ensure members' needs are achieved by conducting a thorough financial assessment and recommending the most appropriate products and services fulfilling the member's immediate and future financial goals. They will assist in generating le

Relationship Banker I Location US FL Panama City Beach Job ID 2024 17384 Category Branch Banking Type Regular Full Time Job Grade 5 FLSA Status Non Exempt Working Hours M F 8 5 Job Location Company Panama City Beach Y Overview Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a

It has never been a better time to join Farm Credit of Florida. Come be a part of the talented team of employees supporting our LaBelle branch office. In this role, you will deliver an outstanding customer experience through collaboration and teamwork within the branch location to meet the needs of the customers. you will support the sales/lending staff throughout the loa

Job Location Alachua Branch Alachua, FL Position Type Part Time Education Level High School GED   Salary Range $14.81 $21.49 Hourly Job Category Banking Description This is a part time position. The hours are Monday through Tuesday, 7 45 am to 1 15pm, Wednesday through Friday, 8 45 am to 2 15pm, and 1 2 Saturdays a month, 8 45am to 12 15 pm. A total of 25 28 hours a w

Processing Oversee and manage the processing team during packaging and closing of SBA loans in compliance with SBA and bank guidelines. Portfolio Management Manage SBA Portfolio Management during annual review process, including site visits and financial reviews. Compliance Manage SBA Compliance during post closing and compliance reviews in accordance with the applicable

Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities Responsible for the financial growth of the banking center through establishing, expanding, and retaining high value consumer and business client relationships Proactively communicates with current and prospective clients to educate, ensure understanding,

What The Role Is As a Personal Banker III/IV, you will help clients achieve financial well being through deep customer relationships and a thoughtful understanding of their needs. To offer the best and most appropriate personal business financial products and services you will use a guided conversation and sales process to proactively identify new account and loan origina

Senior Commercial Underwriter / Credit Analyst ID 2024 1204 Category Loan Operations Position Type Regular Full Time Remote Status Not Remote Location US FL Titusville Position Summary This position allows for an optional hybrid work arrangement which includes a combination of both in office and remote work on a weekly basis. To be eligible for the program, employees must

Work with customers to follow up an past due balances Review and validate credit requests received from customer Maintain/update customer contact log Route any issues that can't be resolved to relevant authority in BU/Regional Finance Review and validate invoice adjustments and process all valid adjustments Conduct data and process analysis Promote and provide exceptional

WHAT YOU'LL DO The Relationship Manager is responsible for managing and maintaining borrowing relationships. This position is responsible for the development of new and existing business through calling programs and cross selling of Bank services. Maintaining loan quality and generating fee income are also key areas of responsibility. The Relationship Manager approves loa

Newport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. JOB SUMMARY The No

Develop, maintain, and manage advanced reporting, dashboards, data models and analytical results Evaluate and define functional requirements for analytics and business intelligence (BI) solutions Retrieve, analyze and validate data and test accuracy of reported results Work directly with project leads to understand requirements and propose key analytics solutions to drive

Asset Recovery Officer Senior Job ID 2024 4929 Category Asset Recovery Type Full Time Workplace policy Hybrid Overview Responsible for the resolution of problem loans, management of litigation relating to collection matters, and management and disposition of OREO portfolio in order to minimize losses. Principal Duties & Responsibilites Analyzes loans and determines the mo