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Position Specific Responsibilities Prepare and review loan closing and funding documentation in an accurate and timely manner for all residential mortgage loan products. Complete all internal funding documentation and distribute as needed. Confirm all closing documents are accurate and prepared as loan was approved by Underwriting. Review and confirm acceptance of all clo
Posted Today
Position Specific Responsibilities Through interview and observation, obtain an understanding of the processes under review and prepare process maps or narratives that support the process. Conduct audit tests based on direction from auditor in charge (AIC). Prepare clear and concise audit work papers with adequate documentation that supports the audit testing and conclusi
Posted Today
Johnson Financial Group
- Milwaukee, WI / Madison, WI / Racine, WI / 2 more...
Directs and manages department staff goals, and strategies; evaluates and reviews administrative activities to identify workflow efficiencies and provide appropriate training to allow leverage of tools made available to administrative staff. Evaluates and implements new technology which supports the delivery of Wealth products and services. Core business understanding of
Posted 1 day ago
Perform cash handling transactions on the teller line. Balance cash drawer daily and verifies cash provided from/returned to the vault. Assist in opening and closing the branch and vault daily; assists in balancing vault currency and coin; balances ATM. Uncover important financial client needs and make recommendations to provide solutions to their unique financial situati
Posted 2 days ago
Position Specific Responsibilities Manages Loan Officer Pipeline to confirm all regulatory requirements are met. Prioritizes workload to manage timely submission of loan files to underwriting; track files and clear underwriting conditions to meet all expected closing dates. Ensures timely receipt and proper completion of all loan documents in accordance with established p
Posted 2 days ago
Position Specific Responsibilities Pre Close and Post Close review of all Attorney Prepared Loans. Ensures that all Commercial Loans (extensions, modifications, and renewals) are documented according to the approved credit presentation in accordance with the Bank's loan policy and are in compliance with applicable banking regulations as well as any other requirements desi
Posted 2 days ago
Perform cash handling transactions on the teller line. Balance cash drawer daily and verifies cash provided from/returned to the vault. Assist in opening and closing the branch and vault daily; assists in balancing vault currency and coin; balances ATM. Uncover important financial client needs and make recommendations to provide solutions to their unique financial situati
Posted 4 days ago
Business Development. Ability to maintain and grow your assigned book of business. Engage and lead team through a sales process relative to proactive business development focused on Mass Affluent, Emerging Market, and Target Market clients. Actively call/joint call on identified target segments, prospects, centers of influence, etc. to lead new business development and cl
Posted 9 days ago
Advises consumer and small business clients in their selection of deposit accounts, loans and other products and financial services. Act as primary point of contact for assigned portfolio of clients and work proactively to deepen relationships and ensure client retention; proactively work to acquire new clients. Expand new and existing relationships by advising and recomm
Posted 9 days ago
Position Specific Responsibilities Responsible for resolving customer related issues with a favorable outcome. Performs mortgage loan administration duties including answering incoming customer phone calls, responding to customer inquiries, balloon renewal management, processing mortgage payments and payoffs, preparing mortgage payoff statements, mortgage satisfactions an
Posted 9 days ago
Core business understanding of Wealth RPS business and services to proactively support the Wealth RPS Relationship Managers, Wealth RPS Account Managers, clients, and their participants throughout the processes of client conversion, maintenance, and communication. Working as the JFG Coordinator for New Business Conversions. Actively engaged in the client on boarding conve
Posted 10 days ago
Perform cash handling transactions on the teller line. Balance cash drawer daily and verifies cash provided from/returned to the vault. Assist in opening and closing the branch and vault daily; assists in balancing vault currency and coin; balances ATM. Uncover important financial client needs and make recommendations to provide solutions to their unique financial situati
Posted 10 days ago
Johnson Financial Group
- Racine, WI / Milwaukee, WI / Madison, WI
Position Specific Responsibilities Oversees the Bank's real estate appraisal/evaluation ordering and billing process. Assists the Special Asset Team with the processing of loan charge offs, other real estate owned by the Bank and book value transactions on an ongoing basis. Works together with the Chief Credit Officer to ensure appropriate approvals are received and docum
Posted 11 days ago
Perform cash handling transactions on the teller line. Balance cash drawer daily and verifies cash provided from/returned to the vault. Assist in opening and closing the branch and vault daily; assists in balancing vault currency and coin; balances ATM. Uncover important financial client needs and make recommendations to provide solutions to their unique financial situati
Posted 15 days ago
Position Specific Responsibilities Partner with Relationship Managers on client and prospect calls, structure credit facilities and preparing engagement memos. Manage the credit approval process through RCO/CCO engagement including loan presentation and preparation management. Ensure that all loans are underwritten with a high degree of accuracy and in according with the
Posted 15 days ago
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