Current jobs related to Financial Counselor - Cleveland - First Mutual Holding Company
-
Telephonic Counselor
3 months ago
Cleveland, United States Medical Mutual of Ohio Full timeEmployee Services has an immediate need for a full-time skilled Counselor. The Counselor will provide counseling and case management for our EAP members who call for immediate support as well as face to face sessions at our Brooklyn OH location. Primary responsibilities include conducting telephonic triage, assessment, providing in the moment support and...
-
Genetic Counselor
1 day ago
Cleveland, Ohio, United States Cleveland Clinic Full timeAbout the RoleCleveland Clinic is seeking a highly skilled Genetic Counselor to join our team in the Center for Personalized Genetic Healthcare. As a Genetic Counselor, you will play a critical role in providing medical/clinical genetic services to individuals and families with a medical history of a known or suspected inherited condition.Key...
-
Student Financial Support Advisor
1 week ago
Cleveland, Ohio, United States Case Western Reserve University Full timePosition OverviewThe Student Financial Support Advisor will operate under general oversight to manage financial assistance for both undergraduate and graduate academic programs. This role is pivotal in advising prospective students and their families, contributing significantly to the recruitment efforts of Case Western Reserve University.Key...
-
Adult Education and ELL Counselor
3 weeks ago
Cleveland, Ohio, United States Lakeshore Technical College Full timeAdult Education and ELL Counselor# of Weeks: 52 Hours per week: 40.00 Work Schedule Days: Monday, Tuesday, Wednesday, Thursday, Friday Schedule: 7:30am-4:00pm (4 days/week), 9:00am-5:30pm (1 day/week) Flexibility required to include day/evening/weekend hours, based upon the needs of the college. Reports To: Executive Director of Enrollment and Retention ...
-
Financial Aid Advisor
1 week ago
Cleveland, Wisconsin, United States Lakeshore Technical College Full timeLAKESHORE'S MISSION: Transform individuals to strengthen our communities through innovative and accessible learning.SHIFT: Day/evening hours, based upon the needs of the collegeLOCATION: Lakeshore Technical CollegePOSITION SUMMARY: Provide guidance to enrolled and prospective students regarding available financial assistance options. Oversee state grant,...
-
Financial Aid Advisor
1 week ago
Cleveland, Wisconsin, United States Lakeshore Technical College Full timeLAKESHORE'S MISSION: Empower individuals to enhance our communities through innovative and accessible education.SHIFT: Day/evening hours, based upon the needs of the collegeLOCATION: Lakeshore Technical CollegePOSITION SUMMARY: Provide guidance to enrolled and prospective students regarding available financial assistance options. Oversee state grant, loan,...
-
Financial Aid Advisor
1 week ago
Cleveland, Wisconsin, United States Lakeshore Technical College Full timeLAKESHORE'S MISSION: Empower individuals to enhance our communities through innovative and accessible education.SHIFT: Day/evening hours, based on institutional needsLOCATION: Lakeshore Technical CollegePOSITION SUMMARY: Provide guidance to current and prospective students regarding available financial assistance options. Oversee state grant, loan, and...
-
Financial Aid Specialist
2 months ago
Cleveland, Ohio, United States Lakeshore Technical College Full timeFinancial Aid Specialist# of Weeks: 52 Hours per week: 28.00 Work Schedule Days: Monday, Tuesday, Wednesday, Thursday, Friday Schedule: Monday-Friday, first shift eight hours. Reports To: Financial Aid Manager Recruitment Group: Part-Time Non-Exempt (Hourly) Multiple Locations - See job description for more details: No Closing Date: Salary...
-
Financial Aid Specialist
2 months ago
Cleveland, United States Lakeshore Technical College Full timeLAKESHORE'S MISSION:Transform individuals to strengthen our communities through innovative and accessible learning. SHIFT:Day/evening hours, based upon the needs of the college LOCATION:Lakeshore Technical College - Cleveland, Wisconsin POSITION SUMMARY: Advise enrolled and prospective customers concerning available financial aid. Maintain state grant, loan,...
-
Financial Aid Specialist
3 weeks ago
Cleveland, United States Lakeshore Technical College Full timeLAKESHORE'S MISSION:Transform individuals to strengthen our communities through innovative and accessible learning. Part-time Benefits Include: Up to $3,000 in tuition reimbursement annually | Professional development and growth opportunities 6.9% Wisconsin Retirement System (WRS) savings - matched dollar for dollar | 403(b) and 457 retirement savings...
-
Patient Access Coordinator
4 days ago
Cleveland, Ohio, United States University Hospitals Full timeAbout the RoleAs a Patient Access Representative at University Hospitals, you will be the first point of contact for patients and families, providing exceptional administrative support to our world-renowned healthcare team.Key ResponsibilitiesInterview and register patients in a face-to-face setting or over the phoneEnter and validate medical, demographic,...
-
Healthcare Access Coordinator II
1 week ago
Cleveland, Ohio, United States University Hospitals Pain Management Full timePosition OverviewThe Patient Access Specialist II plays a crucial role in supporting our esteemed healthcare team by delivering comprehensive administrative assistance. This position serves as the initial point of contact for patients, embodying warmth, engagement, and professionalism.The Specialist anticipates patient needs, greeting each individual with a...
-
Cleveland, United States University Hospitals Pain Management Full timePosition Summary Patient Access Representative II's provide our world renowned healthcare team with comprehensive administrative support. PAR II's serve as the first point of contact for patients and exemplify personal warmth, patient engagement, and professionalism. PAR II's offer solutions in anticipation of patient needs and greet every patient verbally,...
-
Personal Banker
2 months ago
Cleveland, United States Third Federal Savings and Loan Association Full timeAt Third Federal, named for five years in a row as "One of the Best Companies to Work For" in America by Fortune magazine, we look for associates who can help us fulfill our mission to help customers achieve the American dream of home ownership and financial security and provide value to our customers and our communities. We take a genuine interest in each...
-
School Based Clinical Counselor/Psychotherapist
3 weeks ago
Cleveland, United States Assure Health LLC Full timeDescription:Welcome to Mindfully, where diversity, inclusion, and equity are a cornerstone of our business. As a minority woman-owned company, we are committed to fostering an environment where everyone feels valued, respected, and empowered.Mindfully, LLC (formerly Nancy Lowrie & Associates) is expanding our school-based clinical operations and is hiring a...
-
Inclusive Education Specialist
1 week ago
Cleveland, Ohio, United States LIFELONG LEARNING ADMINISTRATION CO Full timePosition OverviewLocationRichmond Heights, Cleveland, OHEmployment TypeRegular Full-TimeWork ScheduleFlexibleCategoryEducational ServicesAbout Lifelong Learning Administration CoAt Lifelong Learning Administration Co, we pride ourselves on our innovative educational approach that centers around the unique needs of each student. Our dedicated staff works...
-
Psychiatrist - Chronic Pain
3 months ago
Cleveland, United States Cleveland Clinic Full timeThe Center for Comprehensive Pain Recovery (CCPR), under the Neurological Institute at the Cleveland Clinic is seeking a second Psychiatrist in a multidisciplinary center dedicated to the evaluation and treatment of individuals with persistent pain.Clinical practice may encompass non-interventional/pharmacological care for patients with complex pain and...
-
Student Liaison, High Tech Academy
3 months ago
Cleveland, United States Cuyahoga Community College Full timeJob Description: SUMMARY Responsible for providing academicand technological support and facilitates academic success and completion forHigh Tech Academy High School Scholars. Serves as liaison and connects studentsto personal, academic, and career support services. Conducts individual and groupprogram-engagement sessions. Collaborates with faculty,...
-
Therapist - SUD
2 months ago
Cleveland, United States OhioGuidestone Full timeWhere New Paths Begin OhioGuidestone is the state’s leader in community behavioral health care, serving around 26,000 Ohioans each year. We focus on the needs of the whole person by providing telehealth and in-person prevention services, as well as mental health and substance use treatment. As we help people navigate the most difficult times in their...
Financial Counselor
2 months ago
Job Type:
Full-time
Description
The Financial Counselor is responsible for opening new accounts and consumer loan applications for customers and assisting current customers with their financial needs.
Requirements
Duties and Responsibilities:
Provides excellent customer service by processing customer transactions; answers customer inquiries both in person and on the telephone including Call Center support; follows-up with customers as necessary.
Responds to customer inquiries regarding lending and savings products and rates; explains lending and savings products and services offered through the branch; takes consumer loan applications and completes required disclosures; follows-up on the processing and closing of loans; responds to customer inquiries regarding status of loan application.
Opens and closes accounts with accuracy and in accordance to bank policies and regulations.
Cross-sells bank's products and services by using insights gained about the customer's needs; provides investments, mortgages, and business banking referrals, follows up on referral opportunities.
Occasionally operates a teller window as needed; maintains acceptable outages based on Branch Operation guidelines; maintains appropriate teller cash limits; follows policies and procedures to ensure compliance for branch audits, etc.
Assists in performing back office duties which includes completing branch reports, balancing the ATMs, processing night/mail deposits, and filing; opens and closes branch locations in a secure manner as needed.
Assists in shared Customer Relationship Center responsibilities.
May float to other bank branches as needed.
Manages service providers and vendors effectively; structures relationships with service providers in a strategic manner; sets expectations; develops performance metrics; measures vendor performance, provides feedback and holds accountable.
Other duties as required.
Necessary competencies:
Active Listening
Change Champion
Coaching
Communication
Conflict Resolution
Organizational Savvy
Process Oriented
Service Orientation
Technical Expertise
Experience in:
- Mortgage lending
- Banking laws, regulations, and guidelines
- Retail
- Customer service
- Financial services or banking
Proficiency in:
MS Office [Outlook, Excel, Word] or similar software is required. Loan Origination, Cleartouch, OnBase, various government and investor software/web portals is preferred.
Education and Experience
Education:
High School Diploma or equivalent is required; Bachelor's degree is preferred, or equivalent experience.
Certification:
Valid Driver's License is required. NMLS number and Notary required.
Years of experience:
3 to 5 years is required.
Years of experience supervising:
None.
Physical Environment
While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak.
The employee must occasionally lift and/or move up to 25 pounds.
The noise level in the work environment is usually quiet to moderate.
This position is performed in an office setting, able to work days and hours branch offices are open. Able to work overtime as directed.
This job description is designed to provide a general overview of the requirements of the job and does not entail a comprehensive listing of all activities, duties, or responsibilities that will be required in this position.
#J-18808-Ljbffr