Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Residential Sales Development Program-Rhinelander

Expired Job

Associated Bank Rhinelander , WI 54501

Posted 2 months ago

Equal Opportunity Employer

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential.

We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: colleaguecare@AssociatedBank.com or call: (800) 878-3282.

Responsible for the origination of regulatory compliance residential loan applications, particularly for low and moderate income borrowers and in low and moderate income CRA assessment areas, by developing client referral sources including realtors, homebuyer counseling agencies, builders, and branch bankers. Responsible for expanding and deepening customer relationships by identifying customers' needs and matching their needs with product selections and resources within the colleague's assigned business line and across all business lines of Associated Bank.

Monitor the expedient processing of loan applications through regular contact with loan processors and manage the loan pipeline. Participate in community organizations with the goal of increasing CRA visibility for Associated Bank and making loans to low and moderate income borrowers.

This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z.

Responsible for selling Associated Bank products to existing customers and prospects. Responsible for expanding and deepening customer relationships by identifying and matching customer needs throughout Trust, Business Banking, Private Banking and Retail Departments.

As a valued colleague of Associated Bank you play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner.

Colleagues should provide customers a positive experience that includes undivided attention, straightforward and knowledgeable service and insure that the customer's best interests are our number one priority. Consistency around customer experience guidelines is key and expected from all of our colleagues. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time.

Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering and S.A.F.E. Act requirements. Must submit required information to meet registry requirements, obtain a unique identifier, and maintain the registration requirements as directed by the S.A.F.E Act.

Responsible to report any procedure or process that doesn't meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associated's anonymous Ethics Hotline.

KEY RESULT AREAS

Sales

Regulation and Compliance

New business development

Sales and activity tracking

JOB ACCOUNTABILITIES

  • Identify needs and refer customers to business partners within and across lines of business lines of business who can best meet those needs.

  • Promote the Bank's loan programs in the community through regular contact with real estate brokers/builders, and other centers of influence who can make client referrals.

  • Follow up on leads generated by personal effort, regular contact from within the industry, call-in/walk-in inquiries, in addition to the support enhancements from Bank advertising, and direct mail efforts.

  • Conduct loan pre-qualification interview and recommend the most appropriate available loan programs, based on a pre-qualification interview. Maintain a file of loan leads that do not immediately result in a formal application. Follow up on leads regularly until they apply for a loan with the Bank, apply for a loan with another lender, or withdraw from the mortgage market.

  • Accept residential mortgage loan applications from customers. Review applications for regulatory compliance with Bank, industry, and agency guidelines.

    Notify in a timely manner those applicants who do not qualify. Begin the processing of qualified applications as quickly as possible. Monitor the processing of the loan in accordance with Bank policies and procedures and regulatory compliance requirments.

  • Conduct all mortgage loan solicitation, origination, processing, and closing within the regulations of ECOA, RESPA, and other regulatory body requirements now in effect and those in the future, as they become effective.

  • Active solicitation and origination of mortgage loan programs to low to moderate targeted areas, and low to moderate income individuals. You will serve as the liaison to local, state, and federal government agencies, as well as not for profit community development groups.

  • Cross-sell other Bank products and services to established cross-sale targets including checking accounts, savings accounts, home equity loans/lines, and mortgage life & disability insurance.

  • Prepare records and reports as requested regarding loan solicitation, origination, and closing activities.

See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Tax Preparer Rhinelander WI

Jackson Hewitt

Posted 1 week ago

VIEW JOBS 9/11/2018 12:00:00 AM 2018-12-10T00:00 At Jackson Hewitt, we are working hard for the hardest working and we are on a mission to completely change the way our customers engage with their personal finances. Jackson Hewitt combines the fun, fast-paced culture of a startup with the scale and reputation of one of the nation's largest retailers (over 6,000 locations). At Jackson Hewitt we have a passion for our employees and our customers. We recognize and appreciate that our team members are our single greatest competitive advantage. Being an industry leader requires a consistent focus on quality, innovation, performance and results. IF YOU WANT TO BE PART OF A TEAM THAT IS CHANGING THE INDUSTRY, WITH A FOCUS ON DELIVERING EXEMPLARY CUSTOMER SERVICE THEN JOIN JACKSON HEWITT!! We're seeking dynamic top performers to add value to an already great brand. If you are looking for and want: * To make a difference in people's lives * A flexible work schedule * To make great money, YES WE PAY FOR PERFORMANCE! All that is missing here is you! We are Jackson Hewitt, Working Hard for the Hardest Working. In a world where the hardest working Americans are strapped for both time and money, Jackson Hewitt is on a mission to be their advocate. For many clients, the tax return is the most important financial event of the year, and the biggest paycheck many will receive. We want to help them get their maximum refund, faster, and with fewer associated fees. Join a team that is focused on being friendly, attentive, and knowledgeable advocates for our clients. Deliver financial tools that benefit the client while achieving the maximum tax refund, faster, and with fewer associated fees. Jackson Hewitt offers training (certification by state) related to income tax preparation and the delivery of excellent customer service, flexible hours (part-time and full-time) and bonus potential. This position has access to and regularly works with information of a sensitive, highly confidential nature, and regularly deals with diverse matters which require a working knowledge of the business. Responsibilities * Presents the Company's value proposition to clients concerning various company products and services and uses prescribed selling techniques. * Conducts a thorough in-person interview with potential clients, using the company's propriety tax software application. Delivers exceptional customer service by anticipating customer needs and considers the impact of all decisions/actions on the customer. * Answering client calls via our national call center routing system. * Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations. Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion. * Consults tax law reference materials to determine procedures for preparation of atypical returns. * Answers questions and provide future tax planning to clients. * Reviews financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns. * Researches tax related questions and issues, and responds to clients appropriately and within a timely manner. * Resolves client complaints, or refers situations to supervisor (as appropriate) for resolution * Audits all tax return forms for accuracy and completeness (i.e., client signatures). Requirements Tax Preparer I * Presents the Company's value proposition to clients concerning various company products and services and uses prescribed selling techniques. * Top candidates for this position will have retail experience providing exceptional client service and performing multiple tasks in a fast paced environment. * Hands-on marketing with surrounding businesses, including office visits to promote brand awareness and new clientele * High School Degree or equivalent. * 0-1 years of experience preferably in sales, service and or tax preparation. * Good communication, interpersonal and customer services skills. * Basic knowledge of computer functions required. * Must be able to obtain certification by the state with a PTIN (Preparer Tax Identification Number). * Ability to lift a maximum of 25 lbs. Tax Preparer II * Presents the Company's value proposition to clients concerning various company products and services and uses prescribed selling techniques. * Top candidates for this position will have retail experience providing exceptional client service and performing multiple tasks. * Hands-on marketing with surrounding businesses, including office visits to promote brand awareness and new clientele * High School Degree or equivalent. * 1-2 years of experience preferably in sales, service and or tax preparation. * Remote Support or Call Center ready certified required. * Previous experience in tax preparation and filing a plus. * Good communication, interpersonal and customer services skills. * Basic knowledge of computer functions required. * PTIN certification (Preparer Tax Identification Number). * Strong attention to detail and accuracy. * Ability to work under pressure, in a fast-paced working environment. * Ability to lift a maximum of 25 lbs. Tax Preparer III * Presents the Company's value proposition to clients concerning various company products and services and uses prescribed selling techniques. * Top candidates for this position will have retail experience providing exceptional client service and performing multiple tasks. * Field Instructor, Remote Support and Call Center certified. * Hands-on marketing with surrounding businesses, including office visits to promote brand awareness and new clientele * High School Degree or equivalent. * 2+ years of experience preferably in sales, service and or tax preparation. * Experience completing complex returns. * Must have current PTIN. * Good communication, leadership, interpersonal and customer services skills. * Basic knowledge of computer functions required. * Enrolled Agent (EA) certification preferred. * Strong attention to detail and accuracy. * Ability to work under pressure, in a fast-paced working environment * Ability to lift a maximum of 25 lbs. We appreciate your interest in Jackson Hewitt Tax Service. Jackson Hewitt Tax Service is an equal employment opportunity employer. The Company's policy is not to discriminate against any applicant or employee based on race, color, sex, religion, national origin, age (40 and over), disability, or any other basis protected by applicable federal, state, or local laws. Jackson Hewitt Tax Service also prohibits harassment of applicants or employees based on any of these protected categories. It is also Jackson Hewitt Tax Service's policy to comply with all applicable state and federal laws respecting consideration of unemployment status in making hiring decisions. Jackson Hewitt Rhinelander WI

Residential Sales Development Program-Rhinelander

Expired Job

Associated Bank