7 analyst jobs found

Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Customer Service Representative plays an important role in the organization by performing a number of activities directly related to the company’s Customer Service functions. The role is primarily responsible, under direct to moderate supervision, for providing friendly, knowledgeable and efficient service to customers and staff within agreed upon Service Levels and in compliance with guidelines established by investors, company, state and federal regulations. The shift schedule for this position is M-F: 8:30am PST - 5pm PST Bilingual in Spanish is preferred. Compensation This role is a...

Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Customer Service Representative plays an important role in the organization by performing a number of activities directly related to the company’s Customer Service functions. The role is primarily responsible, under direct to moderate supervision, for providing friendly, knowledgeable and efficient service to customers and staff within agreed upon Service Levels and in compliance with guidelines established by investors, company, state and federal regulations. The shift schedule for this position is M-F: 8:30am PST - 5pm PST Bilingual in Spanish is preferred. Compensation This role is a...

Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Customer Service Representative plays an important role in the organization by performing a number of activities directly related to the company’s Customer Service functions. The role is primarily responsible, under direct to moderate supervision, for providing friendly, knowledgeable and efficient service to customers and staff within agreed upon Service Levels and in compliance with guidelines established by investors, company, state and federal regulations. The shift schedule for this position is M-F: 8:30am PST - 5pm PST Bilingual in Spanish is preferred. Compensation This role is a...

Redwood Credit Union Redwood Credit Union is looking for a Financial Assistance Representative I who will be responsible for performing a wide variety of semi-routine duties of moderate complexity requiring the exercise of discretion, initiative, judgment, independent analysis, and detailed knowledge of departmental procedures. Key Responsibilities Member Contact: o Contact members with delinquent loans, negative shares, and Visa accounts to arrange payments, assess account status, and restore services. o Handle inbound and outbound calls while adhering to compliance and member information security protocols. o Deliver exceptional service to members and internal departments, making sound decisions and escalating issues when necessary. o Perform skip-tracing and support delinquent members by processing payments, extensions, and workout loans. o Recommend accounts for repossession and assist Collateral Recovery Officers with documentation and follow-up. o Support...

FactSet Research Systems Inc. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. Your Impact: Client Solutions Associates are core to FactSet's value proposition and important to promoting product usage and adoption and reducing client cancellations. You will build deep client relationships by developing client-focused processes and solutions, promote high user adoption by implementing product-based workflows, and...

Redwood Credit Union Redwood Credit Union is looking for an Insurance Representative, who will provide inside insurance sales support and service to RCU Members and RCUIS insureds interacting by phone, email or through virtual methods. The ideal individual is eager to build relationships by following-up on warm insurance sales leads and providing day-to-day servicing of clients or potential clients. Responsibilities to include addressing various coverage issues, handling inside service and sales work associated with existing polices, all endorsement activity, routine coverage questions, problem solving, renewals, and the binding of policies. Key Responsibilities Service: * Provide exceptional customer service to all internal and external customers. * Follow up with Members referred to the insurance agency by branch, Member Service Center, or other departments to assist with insurance needs. * Quote and bind new policies from leads or from existing insurance book. *...

Redwood Credit Union Redwood Credit Union is seeking an Investment Representative who will be focused on virtual channels such as the Member Service Center [MSC], online communications, "house" accounts and other non-in-person channels, serve team members, Member-clients, and Member-prospects by assessing their financial goals, needs, and objectives and providing them with exceptional personalized service and investment products. Key Responsibilities o Identify and evaluate Member and team member needs for financial services, assess the objectives and goals of the individual, and develop an investment strategy to implement. o Proactively market and support all aspects assigned. o Identify and develop relationships with Wholesalers. o Identify and develop relationships with assigned departments and/or teams. o Keep current on investment products and services offered. o Identify and refer Members requiring in-person or more complex services to the appropriate Advisors....