Financial Services Specialist
5 days ago
Sun Loan has been a trusted financial resource for over 30 years, serving communities across seven states in the US and seven locations in Mexico.
Job DescriptionWe are seeking a Customer Service/Collections Loan Specialist to support our branch manager in maintaining a profitable and well-managed office. The ideal candidate will ensure efficient administration and compliance in loan processing, accurately processing loan applications, assembling and verifying loan documents, and handling all paperwork to maintain regulatory compliance.
Key Responsibilities- Contact customers regarding payment arrangements, facilitate loan extensions and modifications, and handle pay schedules as needed.
- Oversee office operations in the manager's absence, ensuring continuity and productivity.
- Attempt to persuade customers to pay the amount due or arrange for payment via phone or mail.
- Properly close loans by ensuring all loan requirements are explained.
- 1 year of Customer Service experience in any field.
- 6 months of Collections experience, preferred.
- High School/GED, preferred.
- Proficiency in operating systems and common software applications.
- Demonstrates a positive attitude, strong work ethic, and collaborative approach.
-
Financial Services Relationship Specialist
20 hours ago
Chicago, Illinois, United States BMO Financial Group Full timeAbout the Role:">We are seeking a highly skilled and experienced Financial Services Relationship Specialist to join our team at BMO Financial Group. In this role, you will play a critical role in building and maintaining strong relationships with customers to meet their financial needs.">Build and maintain relationships with existing customers to understand...
-
Financial Services Professional
3 days ago
Chicago, Illinois, United States BMO Financial Full time**Job Overview**BMO Financial Group is seeking a skilled Financial Services Professional to join our team. As a Retail Banking Specialist, you will be responsible for delivering exceptional service to BMO customers and prospects.You will identify customer needs and provide advice and guidance regarding financial solutions that are in the best interests of...
-
Financial Services Specialist
2 days ago
Chicago, Illinois, United States PNC Financial Services Group Full timeAbout This RoleWe are seeking a dedicated and detail-oriented Teller to join our Retail Branch team in Chicago, IL. As a key member of our team, you will be responsible for providing exceptional customer service, accurately processing high-volume customer transactions, and educating customers on new technology.The ideal candidate will possess excellent...
-
Financial Services Specialist
4 days ago
Chicago, Illinois, United States Mesirow Financial Full timeMesirow Financial is an independent, employee-owned financial services firm founded in 1937. Our Global Investment Management, Capital Markets and Investment Banking, and Advisory Services capabilities serve clients through a unique blend of rich industry knowledge and entrepreneurial spirit. We are proud of our intentional culture that fosters strong...
-
Financial Services Specialist
2 days ago
Chicago, Illinois, United States Mesirow Financial Full timeMesirow Financial's Investment Banking division is dedicated to delivering exceptional client service and expertise in middle-market transactions.We provide a comprehensive range of services, including merger & acquisition advisory, debt advisory, restructuring, and special situations. Our team works closely with clients to understand their unique needs and...
-
Financial Services Professional
5 days ago
Chicago, Illinois, United States PNC Financial Services Group Full timePNC Financial Services Group is a leading provider of financial services, committed to delivering exceptional customer experiences and driving growth through innovation. We are seeking a highly skilled Financial Services Professional to join our team.Job DescriptionThis role will provide an opportunity for individuals to develop their skills in banking,...
-
Financial Services Specialist
3 days ago
Chicago, Illinois, United States Larson Financial Group, LLC Full timeJob DescriptionLarson Financial Group, LLC is a reputable organization seeking an experienced Financial Planner to join our team. In this role, you will have the opportunity to work directly with clients, providing personalized financial services and helping them achieve their goals.Duties and ResponsibilitiesConduct client meetings to discuss financial...
-
Financial Services Professional
4 days ago
Chicago, Illinois, United States PNC Financial Services Group Full timeCompany OverviewPNC Financial Services Group is a leading financial institution that prioritizes customer satisfaction and loyalty. Our team of professionals works together to deliver exceptional banking experiences, fostering an inclusive and accessible work environment.Job SummaryWe are seeking a highly skilled Teller to join our Retail Branch organization...
-
Financial Planning Specialist
2 days ago
Chicago, Illinois, United States BMO Financial Group Full timeBMO Financial Group is seeking a Financial Planning Specialist to join our team. As a key member of our wealth management team, you will be responsible for developing and executing the business development strategy to attract, retain and grow a portfolio of high net worth clients.You will work closely with internal stakeholders to build capability and drive...
-
Financial Services Specialist
4 days ago
Chicago, Illinois, United States Business Sweden Full timeJob OverviewWe are seeking a highly skilled Financial Services Specialist to join our team at Business Sweden. As a Financial Services Specialist, you will be responsible for providing financial information to our clients through administration, bookkeeping, account analysis, and preparation of Financial Statements.Your role will involve engaging with...
-
Financial Operations Specialist
2 days ago
Chicago, Illinois, United States Creative Financial Staffing Full time**About the Company**Creative Financial Staffing is a leading provider of financial staffing solutions. We are seeking an experienced Financial Operations Specialist to join our team.**Job Description**The Financial Operations Specialist will be responsible for:Preparing journal entries, account reconciliations, and other month-end close...
-
Financial Services Specialist
3 days ago
Chicago, Illinois, United States Larson Financial Group, LLC Full timeLarson Financial Group, LLC seeks a talented professional to fill the role of Financial Planner, serving clients in the Chicago/Northern Indiana area. This position is ideal for individuals who excel in building strong relationships with clients and delivering exceptional service.About the RoleIn this client-facing position, you will work closely with our...
-
Financial Transaction Specialist
3 days ago
Chicago, Illinois, United States Creative Financial Staffing Full timeJob Title: Financial Transaction SpecialistWe are seeking a highly motivated and detail-oriented individual to join our finance team as a Financial Transaction Specialist. This is an excellent opportunity for someone looking to contribute to the financial operations of a dynamic organization.The Financial Transaction Specialist is responsible for processing...
-
Financial Services Specialist
5 days ago
Chicago, Illinois, United States Northern Trust Full timeNorthern Trust is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. As a Financial Services Specialist, you will have the opportunity to work with leading technology and exceptional service to serve the world's most sophisticated clients.Key Responsibilities:Daily workload execution and...
-
Larson Financial Services Specialist
4 days ago
Chicago, Illinois, United States Larson Financial Group, LLC Full timeWe are seeking a highly skilled and experienced Financial Planner to join our team at Larson Financial Group, LLC. As a key member of our Advisory team, you will be responsible for working directly with clients to achieve their financial goals and objectives.In this role, you will have the opportunity to leverage your industry knowledge and expertise to...
-
Financial Services Expert
1 day ago
Chicago, Illinois, United States Mesirow Financial Full timeCompany OverviewMesirow Financial is an independent, employee-owned financial services firm founded in 1937. With a global presence and a strong culture of entrepreneurship and empowerment, we serve clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services.We are proud to have been named...
-
Financial Services Coordinator
10 hours ago
Chicago, Illinois, United States AmTrust Financial Full timeWe are seeking a highly skilled Financial Services Coordinator to join our team at AmTrust Financial Services, Inc. This role will be responsible for monitoring and conducting wire activity, verifying wire instructions, and tracking separate escrow account balances.Responsibilities:Monitor and conduct wire activity, ensuring accurate and timely...
-
Financial Services Specialist
17 hours ago
Chicago, Illinois, United States Bank of America Full timeMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Financial Services Specialist, you'll be part of a team that's dedicated to helping clients pursue their life goals through personalized advice and guidance.You'll work closely with...
-
Financial Services Specialist
21 hours ago
Chicago, Illinois, United States Diverse Lynx Full timeJob DescriptionWe are seeking a highly skilled Financial Services Specialist to join our team. As a key member of our organization, you will be responsible for analyzing business requirements and developing solutions to meet the needs of our clients.Key Responsibilities:Develop and maintain knowledge of FIS DigitalOne product and its applications in the...
-
Financial Services Specialist
7 days ago
Chicago, Illinois, United States Beth Cadwalader - State Farm Agency Full timeJoin us as a Financial Services Specialist and take advantage of a rewarding career with excellent income and growth potential. Your responsibilities will include developing insurance quotes, making sales presentations, and closing sales, establishing client relationships, following up with clients as needed, developing ongoing networking relationships,...