The relationship banker combines teller duties with offering personalized customer service. You will conduct financial transactions and cross-sell products/services, handle complex tasks like opening new accounts, and assist with account maintenance, ensuring a seamless customer experience. You'll greet customers, identify needs, offer solutions, and resolve concerns promptly plus adhere to bank policies and security.
Investigates potential credit card fraud cases based on information received from the fraud detection system and analyzes account history, including payment and transaction history. Contacts customers and merchants to obtain additional information regarding fraudulent charges and maintains accurate and complete documentation of all information necessary for the investigation.
Responsible for underwriting and closing support for the Small Business Administration function, including efficient and timely decision making in terms of credit risk and all required documents for Small Business Administration. Develops and analyzes all types of credit information on Small Business Administration loans. Ensures compliance with all Bank and Small Business Administration Regulations and Standard Operating Procedures.
As a Banking Program Manager on the SFS team, you will own the SFS relationship with other Block product teams for the programs you’ll oversee, onboard new products into the SFS ecosystem, and understand the products, business strategy, and roadmap for the Block Business Units you support.
We’re seeking a driven Mobile Lending Specialist to join our growing team in Sydney, delivering personalised banking solutions and building strong relationships. As the face of the business, you’ll deliver tailored financial solutions with a personal touch, driving home lending growth and uncovering new business opportunities in dynamic local communities. This role involves engaging in consultative conversations to meet customer needs and playing a key part in driving business success.
A Full Time experienced Mortgage Administrator is needed to join a well established partner firm (AR) of PRIMIS Mortgage Network’s Mortgage Advisory operation. The firm are a very busy new homes Mortgage business based in London but with all advisors and administrators working remotely across the whole of the UK. The administrator is responsible for assisting busy advisors, focusing on mortgage and protection business.
Looking for an experienced Loan Processor to join a growing mortgage broking business supporting Australian clients. You will work closely with the broker, an admin team member and a senior loan processor. In this role, you’ll manage end-to-end loan processing from gathering documents to settlement, while delivering an exceptional client experience.
Sell and promote Manulife One, Manulife Bank Select and associated lending solutions based on robust conversations focused on understanding client needs and goals. Develop a consumer client base to facilitate the direct sale of lending solutions. Ensure efficient and flawless delivery to the client, and ensure flow of business is directed to the appropriate servicing unit.
You will be managing the Servicing Transfers team in their daily operations to ensure timely, accurate and compliant onboarding and offboarding. You will ensure that Standard Operating Procedures (SOPs) are up to date and accurate, and that the team follows stated SOPs while performing all job functions. Strong leadership skills are a key for this role, as you will be tasked with guiding team members across multiple simultaneous batches and job duties with immovable deadlines and competing priorities.
Lead a growing organization of 120+ people, and a direct team of experienced leaders across Risk & Banking Operations. Partner with peer executives to build a resilient and scalable operational function, and help navigate risk carefully. Build and manage a Risk & Banking Operations organization that sets standards within the banking and fintech industries. Enable new customers, markets, or product features by balancing short- and long-term company goals.