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Responsible for technical analysis/processing of 1035 exchange life insurance applications, and determination of funds allocation and transaction legality. Responsible for initial review, obtaining requirements, and processing of exchange proceeds, you will report on non prepaid cases and accuracy of the cost basis adjustments; meet all service expectations and regulatory
Posted 2 days ago
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o
Posted 5 days ago
First Merchants Bank
- Indianapolis, IN / Lafayette, IN / Munster, IN / 12 more...
Lead, implement and provide oversight in support of the lines of business for the company's Operational Risk Management program and methodologies, with the intention of building a strong risk management culture across the company. As part of this role, you will Define, implement, and maintain the Operational Risk Management program for the bank aligned with industry best
Posted 5 days ago
As a Member Service Teller, you are responsible for engaging in meaningful conversations with members as you complete a variety of banking transactions with a high degree of accuracy. Our Oconomowoc branch is looking for team members who listen carefully to our members' needs to uncover ways to help improve their financial situation. The ideal candidate will have a minimu
Posted 5 days ago
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. We invite you to view the opportunity below. Under direct supervision of
Posted 7 days ago
Mortgage Underwriter II Milwaukee ID 2024 5398 Location City Wauwatosa Category Mortgage FTE 1.0 Schedule Monday Friday 8 00am 5 00pm Salary Grade 10 Min USD $35.50/Hr. Mid USD $40.43/Hr. Overview UW Credit Union's Mortgage department is hiring. Join our team as a Mortgage Underwriter II , where you'll play a pivotal role in ensuring loan compliance with company policies
Posted 7 days ago
Work Location Type Milwaukee, WI As a leading industrial distributor with operations primarily in North America, Japan and the United Kingdom, We Keep The World Working by serving more than 4.5 million customers worldwide with products delivered through innovative technology and deep customer relationships. With 2023 sales of $16.5 billion, we're dedicated to providing va
Posted 9 days ago
Who We Are At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started. With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion dollars in assets. At Old Second we embrace values that fost
Posted 13 days ago
Ongoing workflow design and system optimization from application to closing. You'll partner with end users of the platforms to identify gaps and opportunities to improve system utilization and ease of use for internal and external end users. Adapting the Credit Union's credit risk and underwriting approach based on current market conditions and affordability changes. You'
Posted 14 days ago
Level Entry Job Location IB Milwaukee Home office West Allis, WI Position Type Full Time   Salary Range $19.00 $24.50 Hourly Job Shift Day Job Category Accounting Accounts Receivable Specialist Essential Duties and Responsibilities Invoicing Verify shipping documentation and process customer invoices in ERP system Determine method of invoicing required by customer and
Posted 15 days ago
Customer Experience Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met Provide follow up to customer questions and find solutions to address issues Be responsive and timely with correspondence to keep lines of com
Posted 5 days ago
Old National Bank
- Neenah, WI / Milwaukee, WI / Madison, WI
Generate new business opportunities through established realtor and customer relationships. Proactively engage and partner with assigned banking centers to expand business. Provide professional counsel to clients to understand the benefits of Old National Bank's products and services. Engage with the customer throughout the loan application, approval and closing process.
Posted 6 days ago
Foley & Lardner LLP
- Milwaukee, WI / Chicago, IL / Washington, DC / 12 more...
Foley & Lardner LLP is accepting applications from second year law students interested in joining the firm's 2025 Summer Associate Program in the Litigation Department. 2L Summer Associate positions are available in the following offices Boston, Chicago, Dallas, Denver, Detroit, Houston, Jacksonville, Los Angeles, Madison, Miami, Milwaukee, New York, Orlando, Salt Lake Cit
Posted 7 days ago
Full Time Teller (Milwaukee Branch Locations) ID 2024 5362 Location City Wauwatosa Category Teller FTE 1.0 Schedule Availability Monday Friday 8 30am 6 15pm & 6 Saturdays per quarter from 8 30am 1 30pm Salary Grade 5 Min USD $17.50/Hr. Mid USD $19.33/Hr. Overview UW Credit Union is growing and continuously looking for top talent, who aligns with our core values, to join o
Posted 7 days ago
of Position Requirements Answer all customer care telephone calls and inquiries. Process and administer all customer care and quality assurance related paperwork and information. Maintain customer care records and support department activities. Responsibilities Primary Duties and Responsibilities Maintenance of the Customer Care Closings report which includes Logging and f
Posted 7 days ago
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