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Oversee a team responsible for commercial loan funding and bookings. Ensure the integrity of bookings and fundings, as well as timely uploads to the core loan system. Provide direction, guidance, and coaching to staff.
Oversee the daily operations of the Wholesale Coordinating team. Ensure efficient and compliant coordination of loan files in accordance with FHA, State, and Investor regulations. Remotely lead, coach, and supervise Coordinators, Team Leads, and Support Staff.
Lead and shape the digital banking strategy across multiple channels. Drive adoption, optimize member experience, and ensure operational efficiency. Influence the future of digital financial services within a collaborative and growth-oriented environment.
Responsible for posting all banking transactions and performing reconciliations across Insights’ global banking network. Support the Financial Controller with global treasury management, helping to ensure robust cash management and optimisation. Ensure correct coding and allocation of transactions in D365.
Receive inbound calls regarding retail fraud from internal teams, clients, and external institutions. Act as the main liaison between various business lines and clients to facilitate fraud prevention. Create, document, and escalate fraud alerts, and build case files for investigation.
Provides corporate cards sales and service to BMO customers or prospects, advising on corporate card strategies and products. Manages inbound customer service requests and electronic tickets within service level timeframes. Maintains current knowledge of personal banking and credit card industries, practices, and trends. Completes complex tasks and analyzes issues to determine next steps, adhering to compliance requirements.
As the Escrow Services Relationship Associate, you will be part of the Business Escrow Services team and provide day-to-day support for Relationship Managers and external client onboarding through document review, transaction setup and launch. You will work closely with external clients and internal teammates to deliver accurate, timely, and outstanding service to our clients. Demonstrate a high level of professionalism and contribute to the customer experience.
As LendingTree's Utah Lending Manager, you will be an addition to the legal department supporting the business licensing function, maintaining the Utah Lending Manager license and completing the required annual Continuing Education.