The Senior Mortgage TPO Partner Support Specialist supports the Account Managers in ensuring the comprehensive and accurate submission of loan files and related documentation to Mortgage Operations, optimizing file flow. . . Here's what you can expect from the job and what you need to be successful. . . Job Duties. . Act as a contact and subject matter expert for clients during the entire loan process, obtaining required documentation including f...
The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financial Advisor. This role will assist members and prospects with information, products and procedures to implement an investment program, as well as working with clients already in the Financial Advisor’s existing book of business. In addition to client-fa...
The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financial Advisor. This role will assist members and prospects with information, products and procedures to implement an investment program, as well as working with clients already in the Financial Advisor’s existing book of business. In addition to client-fa...
The Assistant Manager, Experience Center (XC) partners with the Manager to oversee the day to day activities of a team of Financial Solutions Representatives in processing routine financial transactions for members. The Assistant Manager handles daily operational tasks and ensures member service levels are met or exceeded. . Primary Responsibilities. Handle and oversee the daily operations of the XC (including cash and vault balancing, negotiabl...
The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financial Advisor. . This role will assist members and prospects with information, products and procedures to implement an investment program, as well as working with clients already in the Financial Advisor’s existing book of business. . In addition to client-...
The Program Manager II, Contact represents the CXC channel across enterprise functions and activities and ensures channel readiness, improving the routines related to process, products, projects, initiatives, and communication. Primary Responsibilities. Manage complex CXC programs and support, including indirect management of SLA/SOW, partnering with other applicable business units (such as Card Services, Consumer Lending and Digital Products). I...
The Software Engineer, Core Banking DNA designs, builds, and deploys Core Banking DNA solutions to prevent fraud and enhance member and employee experience. while maximizing operational efficiencies in multi-tier environments and using best practices to develop clustered, reliable, scalable, and high performance applications. Following established configuration/change control processes, this position works closely with peers, stakeholders, and en...
The Assistant Manager, Experience Center (XC) partners with the Manager to oversee the day to day activities of a team of Financial Solutions Representatives in processing routine financial transactions for members. The Assistant Manager handles daily operational tasks and ensures member service levels are met or exceeded. Primary Responsibilities. Handle and oversee the daily operations of the XC (including cash and vault balancing, negotiable ...
The CXO Content Manager will be responsible for the creation and distribution of information to the Contact Center (CXC) and Branches (XCs) required to serve Members. The content will range from newsletters with functionality enhancements and training, to time-sensitive talk-offs and FAQ to modules within our Knowledge Management System (KMS). This role will be the one source of truth responsible for creating content with a consistent and brande...
The Assistant Manager, Experience Center (XC) partners with the Manager to oversee the day to day activities of a team of Financial Solutions Representatives in processing routine financial transactions for members. The Assistant Manager handles daily operational tasks and ensures member service levels are met or exceeded. . Primary Responsibilities. Handle and oversee the daily operations of the XC (including cash and vault balancing, negotiabl...
Description. The CXO Content Manager will be responsible for the creation and distribution of information to the Contact Center (CXC) and Branches (XCs) required to serve Members. The content will range from newsletters with functionality enhancements and training, to time-sensitive talk-offs and FAQ to modules within our Knowledge Management System (KMS). This role will be the one source of truth responsible for creating content with a consisten...
The Business Architect, Lending serves as a key liaison between the business users, stakeholders, and technology teams. . This role actively participates in requirements gathering sessions and translates business needs, process flows, use cases, and integrates documents into a fully functional Temenos application that aligns with business objectives. Success in this role requires expertise in the Temenos LOS Platform, Temenos Business Architectur...
