Edelman Financial Engines Jobs in the United States
BMO Financial
Grand Lake, CO
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
BMO Financial
Granby, CO
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
BMO Financial
Fraser, CO
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
BMO Financial
Hot Sulphur Springs, CO
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
BMO Financial
Winter Park, CO
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
FCS Financial
Marshall, MO
Department: Marketplace Reports To: Customer Services Team Leader – Commercial & Agribusiness LendingSupervises: None Job Functions*PercentageJob Functions35%Post-ClosingManages all pending and active loan accounts for assigned relationship manager by monitoring reports and transaction activityReviews closing documents for signatures, transmits loan, and disburses fundsDetermines covenants to be monitored and ensures timely completion of on-going monitoring activityScans loan documents and files security documentsFacilitates record keeping and loan data and provides feedback to internal and external auditReviews and updates data integrity based upon credit presentation35%Loan ProcessingInteracts with and responds to applicants in person, by phone, in writing, or electronic correspondence Processes a loan determination by documenting the decision madeInterprets and satisfies loan approval conditions and reconciles verificationsDetermines when pricing approval and chattel appraisals are required and ensures completion per proceduresOrders and reviews appraisals and title workFacilitates loan closings with title company or customer in person or electronicallyPrepares, prints, reviews, and delivers loan documents for closing Expedites, tracks, and communicates with additional departments Level 1 customer loans to meet guidelines15%Loan ApplicationsPrepares and submits large, complex loan applications for credit analysisDetermines level of documentation and verification neededGathers and documents financial and demographic information, including entity documentation from customer’s attorneyEnters loan request information into customer relationship management loan origination systemDetermines which loan program to use and which underwriting authority is needed (scored vs. traditional)Determines how to resolve inquiries and questions15% Loan ServicingDetermines information and documentation needed for completion of servicing actionsResolves inquiries, questions, complaints, and issues from borrower or third-party affiliatesDetermines what insurance coverage is needed and confirms coverage is adequateObtains and reviews crop insurance assignmentsMaintains the association attribution listn/aOther duties as assigned to meet the needs of the organization Minimum QualificationsBachelor’s degree in Business, Agriculture, Finance or a related field An understanding of loan processing or loan closing functionsOr an equivalent combination of education and experience sufficient to perform the essential functions of the job Required Knowledge and SkillsGeneral knowledge of credit processing proceduresGeneral knowledge of accounting practices and proceduresKnowledge of FCS procedures on title companiesEasements, liens, final title policiesGeneral knowledge of the agricultural industryOral and written communication skills, sufficient to exchange information effectively with peers, supervisor and customersSkill in listening and conveying awareness of a customer's problem or issue to find resolutionSkill in performing a variety of duties, often changing from one task to another of a different natureSkill in organizing material and information in a systematic way to optimize efficiencySkill in recognizing and maintaining confidential informationSkill in utilizing Word, Excel and Outlook to increase efficiency and/or effectivenessExpert customer service skills, including the ability to communicate complicated information and exceed customer expectations.
FCS Financial
Hannibal, MO
Department: Marketplace Reports To: Customer Services Team Leader – InsuranceSupervises: None Job Functions*PercentageJob Functions35%Document ProcessingReceives and tracks documents related to crop insurance policiesReviews documents for accuracy and requests additional information when neededMonitors process to ensure completion and compliance with internal and external requirementsData entry within AIP processing systems including mappingGenerates reports to review accuracy and finalize processing25%Electronic File Management/Customer Relationship Management System (CRM)Scans documents into Document Management ProgramVerifies with CRM reports the proper conversion for each policy Sets up new contacts and updates contact records as neededResolves discrepancies in CRM Purchases and retires stock through Cornerstone25%Customer ServiceProvides customer service through telephone, email and face to face interactions Coordinates with agent to schedule customer appointmentsCommunicates with other insurance agents, approved insurance providers, Farm Service Agency staff and lenders to meet customer needs 5%Insurance Claims Processing Enter customer claims with respective insurance companiesCommunicates with insurance representatives and/or adjusters to facilitate accuracy on claims5%Continuing EducationAttends meetings, conferences and training sessions to understand changes to the crop insurance programs, processes and procedures and to attain and maintain a crop insurance license5%Mail ProcessingProcesses incoming and outgoing daily mailGenerates reports for bulk mailingsAssists agent in reviewing reports for accuracy before mailing to customersn/aOther duties as assigned to meet the needs of the organization.* Minimum QualificationsHigh School diploma1 year of related experienceOr an equivalent combination of education and experience sufficient to perform the essential functions of the job Required Knowledge and SkillsWorking knowledge of the agriculture industryGeneral knowledge of Association financial operating systemsGeneral knowledge of how crop insurance worksAbility to obtain Missouri Crop Insurance LicenseSkill in listening and conveying awareness of a customer's problem or issue to find resolutionOral and written communication skills, sufficient to exchange information effectively with peers, supervisor and customersSkill in prioritizing assignments to complete work in a timely manner Skill in gathering, compiling and organizing informationSkill in utilizing time in an efficient and effective mannerSkill in working as part of a team and collaborating with colleaguesSkill in performing a variety of duties under the stress of frequent interruptions or distractionsSkill in utilizing Microsoft Office to increase efficiency and/or effectivenessResponsible to appropriately protect the confidentiality, security, and integrity of the Association’s systems and data and clients’ data
SNI Financial
Austin, TX
4. Attends loan committee meetings and board meetings, as appropriate, to be available to answer questions regarding the specific credit analysis of a loan. Daily contact with direct supervisor and loan officers, as well as frequent contact with Chief Credit Officer and Chief Credit Approval Officer.
SNI Financial
Longmont, CO
Prepare a variety of tax returns, including individual (1040), partnership (1065), S-corporation (1120S), corporate (1120), and nonprofit (990), using tax software. The Tax Preparer will be responsible for preparing individual and business tax returns, handling payroll and bookkeeping tasks, and producing accurate financial reports.