Member Services Representative II

**This is an ON-SITE position.** The E-Branch Services Specialist will provide service and support for members over the phone dealing with requests that are both routine in nature and some that require extensive research and use of problem solving skills. This individual will, respond to incoming calls and select the appropriate products and services to meet member request. This will all be done while meeting or exceeding the set call quality and service standards in the call center. Respond to member service inquires in the time set by management. Send and receive email, fax, and paperwork to and from existing and potential new members for account related activities. Reset passwords, challenge questions, and PINs for members using electronic services according to department procedures. Take complete ownership of every call whether it requires a call back, extended research, or assistance from other departments. Providing proactive solutions to member service. Process member transactions accurately, efficiently and timely including accepting cash and check deposits, withdrawals, transfers, loan payments etc. On a self-directed basis, continue to improve in individual level of competency through training and development on established educational programs. Perform other duties as assigned by manager. Requirements Experience: One to three years previous experience in a call center or retail service position. Education/Certifications/Licenses: A high school degree or equivalent Interpersonal Skills: A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers. Other Skills: Must possess computer skills with the ability to handle extensive data entry in an accurate and timely manner. Must be highly outgoing and self-motivated Microsoft Office 2010 or higher specifically in Word, Outlook, Excel. ADA Requirements Physical Requirements: Performs primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Working Conditions: This job operates in a professional office environment. Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. Must be capable of working weekends. Occasional work before or after regular business hours may be required for various events. Mental and/or Emotional Requirements: Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. Benefits Smart Financial Credit Union offers a competitive salary and excellent top-tier benefits. In addition, Smart Financial Credit Union has a tuition reimbursement program; part-time-time employees can receive up to $2,000 per year in tuition reimbursement. Smart Financial Credit Union was ranked as Houston's Best Places to Work five consecutive years in a row! Source: Houston Business Journal, 2011, 2012, 2013, 2014, and 2015. Smart Financial Credit Union was ranked USA Top Workplaces (National Award)! Source: Houston Chronicle - 2021 and 2022 Smart Financial Credit Union was ranked Top Workplaces (Regional Award) six consecutive years in a row! Source: Houston Chronicle - 2016, 2017, 2019, 2021, 2022, 2023, and 2024 Smart Financial Credit Union was also ranked as Best Companies to Work for in Texas! Four consecutive years in a row! Source: Texas Association of Business (TAB) and Texas Monthly Magazine – 2014, 2015, 2016, and 2017 *** Applicants must submit a resume in order to be considered for the position. Smart Financial does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits. Smart Financial Credit Union (SFCU) commits to fostering a diverse, equitable, and inclusive workforce and member base where a sense of belonging is evident. Our core values and purpose compel us to invest in our culture, with the objective that all who interact within and with the credit union can be appreciated for their unique individuality and thrive in the environment, with respect for each other and our greater community. https://www.eeoc.gov/sites/default/files/2023-06/2... https://www.dol.gov/sites/dolgov/files/WHD/legacy/... https://www.dol.gov/sites/dolgov/files/ofccp/regs/... https://www.dol.gov/sites/dolgov/files/WHD/legacy/...

Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions. At Advancial, we prioritize providing outstanding service and products to our members, and we cultivate a positive employee experience. We have been recognized as a Best Company to Work for in Texas for nine consecutive years and as a Best and Brightest Company nationally and locally because we are committed to fostering fulfilling careers. We invite you to explore this opportunity to join us by completing our online application. This position is located in our Oak Lawn Branch. As a Member Services Representative II, you will serve as a crucial liaison between members and the Credit Union. Your responsibilities include providing account information, opening new accounts, and addressing members' daily credit union needs. You will perform routine transactions such as deposits, withdrawals, cash advances, loan payments, transfers, and check cashing. Additionally, you will interview loan applicants and process applications, gathering necessary information and analyzing credit histories. ESSENTIAL DUTIES AND RESPONSIBILITIES Cross-sell a range of credit union products, including loans, deposits, and electronic services. Handle cash and checks for deposit, verify amounts, and ensure proper endorsements. Process payments for loans and credit cards accurately. Maintain an accurate record of transactions through computer data entry. Assist in the loan process, ensuring accuracy and compliance with policies. Keep up-to-date on lending procedures and credit union guidelines. Balance the cash drawer at the end of each shift. Open new accounts, verifying member eligibility. Provide a variety of transaction services and resolve member inquiries. Perform end-of-day and end-of-month audits as needed. Open and close the branch as necessary. The pay range for this position is $18.58 - $23.23 per hour, based on experience. Requirements EDUCATION and/or EXPERIENCE High school diploma or equivalent is required; must have at least one year of related experience and/or training, or an equivalent combination of education and experience. Candidates should be self-motivated, service-oriented, and capable of performing a variety of tasks successfully. Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

The United States Department of State, Bureau of Political-Military Affairs, Office of the Directorate of Defense Trade Controls (PM-DDTC) is responsible for the regulation of defense trade through the Arms Export Control Act (AECA) and its implementing regulations, the International Traffic in Arms Regulations (ITAR). DDTC regulates temporary and permanent exports and the temporary import of defense articles, defense services, and technical data involving items on the United States Munitions List (USML). DDTC regulates the brokering of defense articles, defense services, and technical data. DDTC maintains the registration of manufacturers, exporters and brokers and issues export authorizations. DDTC administers the commodity jurisdiction process, a formal USG decision process to determine which specific items are controlled by the USML or by the Department of Commerce’s Export Administration Regulations. DDTC ensures compliance with the ITAR and AECA through its support of criminal enforcement actions undertaken by the Department of Justice, civil enforcement actions initiated in-house, disclosure program through which companies are encouraged to report violations they have discovered, and pre- and post-license checks to confirm that goods are being shipped as authorized by the export license.   Facilitates the registration of exporters, manufacturers, and brokers under Parts 122 and 129 of the ITAR under close supervision. In accordance with established office policies and procedures, reviews information submitted by registrants to meet the requirements of Section 122.2 concerning criminal violations or indictments under relevant statutes (Section 120.27), as well as foreign ownership and control, and notices of changes submitted as required under Section 122.4 concerning foreign ownership and control. Facilitates attendant review of mergers and acquisitions involving registrants. Resolves routine matters with regard to company registration and requests for change in registration and refers unique matters to supervisor and senior staff for resolution. Reviews and take action on license request that are the subject of a “Watch List” hold for enforcement reasons. The Watch List has entities that are suspected, alleged, indicted or convicted of civil and criminal violations of the AECA and ITAR and certain “enumerated statutes.” Action on a license hold is based on all available information (e.g., Watch List entry, office files and computer database searches), coordination with law enforcement and consultation with the supervisor. Takes initial action on all incoming voluntary disclosures from the defense industry on civil violations of the AECA and ITAR. Reviews and writes summaries of incoming voluntary disclosures to be triaged by the supervisor. For disclosures of a minor violation, create a computer record and draft a response for the chief’s signature. For incomplete disclosures, draft a letter with response deadline for the chief’s signature, maintain a tracking system and insure receipt of full disclosure information. For all other violations, create a computer record and assign to appropriate employee. Reviews various cases involving violations of the AECA or ITAR and after consultation with supervisor, plans an approach, conducts fact-finding, performs record searches and documents conclusions. Using generally established format as a guide, prepares letters of response for supervisor to pursue and close each case. Reviews and takes action on voluntary disclosures assigned by the supervisor, initially working minor violations. Follow office policies, procedures, and guidance received from the supervisor or senior specialist. Plan an approach, conduct fact-finding, perform search of records, attend meetings and then document findings. Initiate discovery of additional facts. Consult with supervisor and take action. Prepare letter for supervisor signature responding to the violation, including requirement for corrective action to close each case. Perform any follow-up as directed by supervisor. Performs record searches, reviews and analyzes license approvals, produces comprehensive reports of finding and provide information that support criminal investigations by the DHS ICE, FBI, and U.S. Attorneys. Participates in the Company Visit Program through periodic, domestic travel around the U.S to pre-selected defense companies. Gather information, prepare plan, conduct visit and report on findings. Maintains a list of parties debarred and ineligible to participate in the export of defense articles and services under the ITAR for use by the Department and the defense industry. Monitors compliance cases involving statutory debarment of individuals or companies convicted of violating the AECA. Reviews case files, indictments and court orders. Reports findings to supervisor. As directed, processes requests for reinstatement of export privileges upon termination of debarment. Engages with the Committee on Foreign Investment in the U.S. (CFIUS) process. Reviews requests from the regulated public for advisory opinions regarding application of the ITAR, and prepares responses for review, approval and signature by supervisor. Reviews compliance issues arising from registration, mergers and acquisitions, CFIUS, and other contexts, and takes appropriate action as directed by supervisor. Performs special projects or tasks as assigned by supervisor or senior specialist. Performs all other duties as assigned, including escorting and administrative tasks. Reviews license requests referred from DTCL to ensure appropriate compliance with registration requirements. Initiates inquiry with and obtains appropriate documentation from US parties or other DDTC elements. Prepares final action for senior staff approval. Updates and maintains State Department’s Watch List database of entities of concern, both to comply with the AECA and to support foreign policy implementation via arms export licensing. Helps identify and implement technical improvements to the system. Helps monitor team efforts to expand and refine abilities, respond to shifts in workload, and maintain high quality work products. Coordinates and liaises with interagency non-proliferation and export control community on arms trafficking/proliferation matters involving the AECA and ITAR, as well as international export control outreach. Coordinates with the Office of Defense Trade Controls Licensing on compliance and enforcement matters, including license suspensions, revocations, denials, and eligibility to participate in defense trade. Helps coordinate plans and operations within DDTC to help identify and prevent violations of U.S. export laws and regulations and support remedial action, such as civil enforcement and/or prosecution of individual or corporate violators of the AECA/ITAR. Working with other DTCC staff, conducts pro-active outreach to the U.S. and foreign defense community to promote compliance with U.S. export laws and regulations. Speaks at government and industry conferences. Participates in Company Visit program activities. Responds to inquiries concerning compliance matters. Requirements Bachelor’s Degree or combination of post- high school education and three years of experience with regulatory compliance or civil or criminal enforcement. Good judgment and ability to work with supervision. Good interpersonal skills and ability to resolve disputes in a timely and professional manner. Good written and verbal communication skills and presentation skills. The candidate should be prepared to provide writing samples. Good organizational skills including the ability to assist on multiple projects consistent with established timeframes. Ability to synthesize information and develop recommendations for management based on an analysis of the information. Has working knowledge of Microsoft Office Suite programs and be able to operate all office equipment including but not limited to: telephones, copy machines, fax machines, scanners, printers, and computers. May be required to travel within domestic and/or international. Requires at the minimum, a security clearance of Secret with the ability to obtain a Top Secret or Top Secret/SCI at the request of the COR. Other Duties:   Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.  

Mortgage Loan Servicing Representative – To $50K – Milwaukee, WI – Job # 3583 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our community bank client is seeking to fill a Mortgage Loan Servicing Representative role in the Milwaukee, WI market. The successful candidate will be Responsible for escrow and loan servicing tasks, responding to internal and external customer inquiries related to mortgage and consumer loans, providing high-quality customer service and supporting insurance and investor servicing functions as needed. The position includes a generous salary of up to $50K plus incentives and an excellent benefits program.  (This is not a remote position) Mortgage Loan Servicing Representative responsibilities include: Escrow management for the Mortgage and Consumer Loan Portfolio: Establish and maintain escrow accounts within the bank's core system. Perform escrow analyses and ensure timely disbursement of property taxes. Track and address delinquent property taxes. PMI Administration: Activate, disburse, and close PMI. Regulatory and Policy Compliance: Ability to adhere to all regulations, investor requirements, and internal policies. Investor Servicing Support: Assist in the management of investor servicing portfolios, including: Monitoring and maintaining Freddie Mac and FHLB portfolios and associated payment activity. Remitting payments, payoffs, and other transactions to the secondary market, and resolving any edit requests. Performing a variety of investor servicing functions as needed to support ongoing operations. Compiling and forwarding audit documentation in accordance with investor requirements. Executing monthly investor accounting cycles and processing related invoices. Reviewing and working investor-related reports to maintain up-to-date and accurate data. Staying current on investor servicing guidelines and reporting obligations. Perform A+ Warehouse lending responsibilities as needed.  Insurance Monitoring: Monitor, disburse, and scan hazard and homeowners insurance documentation. Establish force-placed flood insurance coverage in compliance with regulatory guidelines. Reporting and Reconciliation: Reconcile internal investor and ledger accounts. Review various reports to identify and resolve exceptions, errors, and out-of-balance items. Loan Servicing Support: Verify year-end loan documentation and work internal loan reports. Perform servicing tasks such as: Credit references and mortgage verifications. Generating and applying payoff requests (via check or wire). File maintenance and construction draw processing. Responding to customer inquiries and servicing requests. Provide excellent internal and external customer service. Any other duties as assigned. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: High School diploma or equivalent required. Six months to two years related experience and/or training; or equivalent combination of education and experience. Experience with Jack Henry SilverLake a plus. Strong problem-solving and critical thinking skills. Self-starter, inquisitive, decisive, and accountable. Ability to prioritize and organize workflow, complete simultaneous projects by required deadlines.  Regular, dependable attendance and flexibility in schedule when required. Professionalism in written and verbal communication, demeanor, and appearance; able to interact positively with coworkers and customers. Strong analytical skills, numerical aptitude, and ability to plan ahead and solve problems. High attention to detail and a strong commitment to accuracy. Demonstrates teamwork and initiative to support branch or department success. Take the initiative to learn and share industry knowledge. Accept and deliver constructive criticism with tact and respect. Ability to retain knowledge gained from corrections or errors.Handles confidential conversations and information in a professional and ethical manner, in line with bank policies. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

About the Job: Hold Brother's Capital is a self-clearing broker-dealer with a specialization in proprietary trading in US equities markets, headquartered in New York City. We are seeking a highly motivated and Business Development Lead to join our dynamic team. As a key member of our organization, you will play a crucial role in driving sales growth and contributing to the achievement of our business goals. Responsibilities: Work closely with senior management to align with the company's business goals and objectives. Oversee the end-to-end sales process, including lead generation, prospecting, and negotiating final deals. Continuously identify areas for improvement and provide valuable recommendations for change. Cultivate and nurture relationships with external lead sources, such as industry professionals and organizations. Demonstrate comprehensive knowledge of trading practices, market trends, and trading systems to effectively address client needs. Maintain a strong understanding of the company's organizational structure to ensure efficient collaboration across departments. Requirements Demonstrate a proven track record of consistently achieving sales goals. Exhibit exceptional interpersonal skills with the ability to build and maintain relationships with clients and lead sources. Display excellent communication skills, both written and verbal. Maintain a detail-oriented, professional, and polished demeanor. Possess a solid understanding of the company's organizational structure. Have or be willing to obtain the Series 7 license. Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Work From Home Base Salary Range: $55,000 - $80,000 Performance-based commission structure

SimpleCITI Companies, Hiring for SimpleEQUITIES* SimpleCITI Companies specializes in Commercial Real Estate ("CRE") and Specialty Finance. Our portfolio includes 7 Operating and 3 Holding Companies as follows: OPERATING COMPANIES SimpleEQUITIES*: Private Equity Real Estate- Hiring Entity SimpleADVISORY: Advisory Services to SimpleEQUITIES and it's Funds SimpleMANAGE: CRE Property Management to SimpleEQUITIES and other property owners SimpleBRICKS: CRE Development for SimpleMANAGE and other property owners SimpleSPACES: Shared Warehouse Spaces SimpleAID: Litigation Funding SimpleLEND: Private Lending HOLDING COMPANIES SimpleAXCS: Family Office Passive Investments SimpleCORE: Family Office Legacy Commercial Real Estate SimpleOZ: Qualified Opportunity Zone properties Job Description: We are currently seeking a highly experienced and results-driven Director of Equity Capital Markets (ECM) with a deep understanding of capital markets and private equity real estate. In this role, you will be responsible for leading and expanding our capital markets division. Your key responsibilities will be to form and build out direct relationships to: Institutional LP Investors: Pension funds, insurance companies, endowments/foundations, commercial banks, sovereign funds, private equity funds, hedge funds, and mutual funds. Retail Investors: Registered Investment Advisors (RIA), Broker-Dealers (BD), and High-Net-Worth (HNW) individuals. You will need to possess extensive relationships of these contacts, be proficient in capital markets-specific outreach and CRM software, build and manage the requisite team, and attend roadshows, including LP investor presentations, conferences, and trade shows. As the Director of Equity Capital Markets (ECM), you will play a critical role in expanding our investor base and growing our presence in new markets. Forge Elite Connections: Cultivate and solidify relationships with top-tier Institutional LP Investors, including pension funds, insurance giants, endowments/foundations, commercial banks, sovereign funds, private equity funds, hedge funds, and mutual funds. Command Retail Markets: Build and nurture strong bonds with Retail Investors, including Registered Investment Advisors (RIA), Broker-Dealers (BD), and High-Net-Worth (HNW) individuals. Lead Capital Power Moves: Spearhead capital raising initiatives, driving the fundraising process from inception to successful closure, ensuring robust capital inflow. Master CRM Excellence: Oversee the development and optimization of a cutting-edge CRM system to manage investor relationships and streamline outreach efforts. Build a Powerhouse Team: Recruit, inspire, and lead a dynamic, high-performing team dedicated to capital markets and investor relations. Dominate the Stage: Represent the company with authority and charisma at roadshows, LP investor presentations, conferences, and trade shows, captivating new investors and elevating the company’s profile. Strategic Synergy: Collaborate with senior leadership to align bold capital market strategies with the company’s ambitious business objectives and growth trajectory. Requirements Education: Bachelor’s degree in Finance, Economics, Business, or a related field. MBA or advanced degree with distinction highly preferred. Proven Expertise: Minimum of 10 years of stellar experience in capital markets, private equity, or a related field, with a proven track record of securing substantial capital. Strategic Relationships: An expansive, high-caliber network within Institutional LP Investors and Retail Investors, with a knack for building and sustaining powerful relationships. Technical Mastery: Proficient in state-of-the-art capital markets outreach and CRM software, with razor-sharp analytical and strategic planning skills. Inspirational Leadership: Exceptional leadership abilities, demonstrated through the successful creation and management of high-octane teams. Compelling Communication: Superior verbal and written communication skills, with the talent to engage and captivate diverse investor audiences. Industry Savvy: Deep, insightful understanding of capital markets, private equity real estate, and the competitive landscape, with a vision for future opportunities. Benefits Grow your financial package with your results-driven performance and success Competitive Salary | $100,000 - $300,000 Free Coffee & Beverages Full Service Cafeteria & Starbucks Excellent Networking Opportunities & Exposure to Commerical Real Estate Rapidly Expanding Company