66 client service manager jobs found

Apex Systems, Inc. Job#: 3026787 Job Description: Client: Financial Services Team: Multifamily Insurance Servicing Job Title: Insurance Servicing Specialist Location: McLean, VA | Hybrid 4x/week Contract Length: 12 months (potential to extend/convert) Rate: $35-40/hr Interview Process: 1 round 30-minute Teams Top Requirements: 3+ years of mortgage servicing experience (must be clearly shown) Insurance compliance / insurance review experience (NOT insurance sales or agency) Experience with Fannie Mae, Freddie Mac, or FHA multifamily loans Plusses: Experience with major servicers (Capital One, Walker & Dunlop, Greystone) Agency-side experience (Fannie/Freddie) Insurance risk or compliance background Job Summary: This role supports insurance monitoring and compliance for multifamily agency loans. The consultant will review insurance policies and certificates at renewal to ensure adherence to Fannie Mae, Freddie Mac, and...

Apex Systems, Inc. Job#: 3026786 Job Description: Client: Financial Services Team: Multifamily Insurance Servicing Job Title: Insurance Servicing Specialist Location: McLean, VA | Hybrid 4x/week Contract Length: 12 months (potential to extend/convert) Rate: $35-40/hr Interview Process: 1 round 30-minute Teams Top Requirements: 3+ years of mortgage servicing experience (must be clearly shown) Insurance compliance / insurance review experience (NOT insurance sales or agency) Experience with Fannie Mae, Freddie Mac, or FHA multifamily loans Plusses: Experience with major servicers (Capital One, Walker & Dunlop, Greystone) Agency-side experience (Fannie/Freddie) Insurance risk or compliance background Job Summary: This role supports insurance monitoring and compliance for multifamily agency loans. The consultant will review insurance policies and certificates at renewal to ensure adherence to Fannie Mae, Freddie Mac, 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. *...

Ameriprise Financial About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Job Description As a subject matter expert, independently process, reconcile and/or balance for the assigned product according to department policy and procedures. Research and respond to more complex issues...

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. (In a de novo circumstance [limited...

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. (In a de novo circumstance [limited...

Ameriprise Financial The Complex Director seeks to drive profitable multi-office growth across the Oregon and Washington State geography (i.e., complex) by creating a compelling business plan emphasizing profitable growth through effective management of P&L, implementing sound strategy and growth through advisor and client acquisition, retention, tenure, and productivity. The Complex Director will drive revenue and asset growth, effectively segmenting the needs and prioritizing the opportunities of the complex, developing high-performing branch and associate managers, and optimizing resources across the complex including strong partnerships across the operations team. Key Responsibilities Accountable for own branch and branches within the Oregon and Washington State complex. Lead branch and associate managers, advisors, and build strong partnerships with operations staff and other resources that support the complex. Lead from the front by demonstrating effective...

Ameriprise Financial The Complex Director seeks to drive profitable multi-office growth across the Oregon and Washington State geography (i.e., complex) by creating a compelling business plan emphasizing profitable growth through effective management of P&L, implementing sound strategy and growth through advisor and client acquisition, retention, tenure, and productivity. The Complex Director will drive revenue and asset growth, effectively segmenting the needs and prioritizing the opportunities of the complex, developing high-performing branch and associate managers, and optimizing resources across the complex including strong partnerships across the operations team. Key Responsibilities Accountable for own branch and branches within the Oregon and Washington State complex. Lead branch and associate managers, advisors, and build strong partnerships with operations staff and other resources that support the complex. Lead from the front by demonstrating effective...

McGuireWoods Overview: McGuireWoods LLP is hiring a Manager, Financial Analysis in the Richmond, VA office. Under direction of the Director, Pricing & Analysis, this role will manage the creation and reporting of financial analysis to various levels of firm leadership for decision making support. This role is responsible for ensuring quality control over the data and guidance before it is distributed, and manages a team of approximately four to six senior financial analysts. McGuireWoods, one of the world's leading law firms, has provided legal solutions to corporate, individual and nonprofit clients since 1834.Along with excellent benefits, McGuireWoods offers most employees a hybrid remote option allowing flexibility and work-life balance.Our Applicant Disclosures describe your rights. Our Privacy Statement describes how we will process and safeguard your personal data. Responsibilities: Practice Groups: Provides financial and administrative guidance and support to...

Capital One Senior Manager, Risk Management Assessments | Retail Bank Are you passionate about Risk Management and Risk Assessments that drive meaningful business impact? Do you thrive in dynamic environments where your work influences the direction of an entire organization? If so, we invite you to consider an exciting opportunity as a Senior Manager of Risk Assessments within our Retail Risk Office, supporting Retail Bank and Premium Products + Shopping divisions. In this highly visible and strategic role, you will be at the forefront of our risk assessment program, helping to shape the way we identify and measure risks. You'll be empowered to lead strategic change efforts within our risk assessments that span functions, stakeholders and levels of the organization, playing a critical role in how we manage risk. An ideal candidate is a collaborative leader who excels at building strong connections, aligning stakeholders, and delivering successful outcomes. Your...

Capital One Senior Associate Risk Specialist| Retail Bank Data Management and Governance The Retail Bank Data Management and Governance team at Capital One is dedicated to effective data risk management across all aspects of bank operations. The team provides oversight and guidance for well-managed data and enterprise data policy compliance. As a Senior Associate of Risk Management, you will play a critical role in supporting the First Line Testing and Controls Governance and Compliance functions within the Data Management and Governance team. You will become a subject matter expert in the processes and systems associated with our data management control suite. You will apply your analytical, risk management and process management skills to support development and adoption of processes aligned to the bank's data management strategy. You will also help implement automated monitoring mechanisms and metrics and improve reporting to Accountable Executives and Stakeholders....

Capital One Senior Manager, Risk Management Assessments | Retail Bank Are you passionate about Risk Management and Risk Assessments that drive meaningful business impact? Do you thrive in dynamic environments where your work influences the direction of an entire organization? If so, we invite you to consider an exciting opportunity as a Senior Manager of Risk Assessments within our Retail Risk Office, supporting Retail Bank and Premium Products + Shopping divisions. In this highly visible and strategic role, you will be at the forefront of our risk assessment program, helping to shape the way we identify and measure risks. You'll be empowered to lead strategic change efforts within our risk assessments that span functions, stakeholders and levels of the organization, playing a critical role in how we manage risk. An ideal candidate is a collaborative leader who excels at building strong connections, aligning stakeholders, and delivering successful outcomes. Your...

Capital One Senior Associate Risk Specialist| Retail Bank Data Management and Governance The Retail Bank Data Management and Governance team at Capital One is dedicated to effective data risk management across all aspects of bank operations. The team provides oversight and guidance for well-managed data and enterprise data policy compliance. As a Senior Associate of Risk Management, you will play a critical role in supporting the First Line Testing and Controls Governance and Compliance functions within the Data Management and Governance team. You will become a subject matter expert in the processes and systems associated with our data management control suite. You will apply your analytical, risk management and process management skills to support development and adoption of processes aligned to the bank's data management strategy. You will also help implement automated monitoring mechanisms and metrics and improve reporting to Accountable Executives and Stakeholders....

Capital One Senior Associate Risk Specialist| Retail Bank Data Management and Governance The Retail Bank Data Management and Governance team at Capital One is dedicated to effective data risk management across all aspects of bank operations. The team provides oversight and guidance for well-managed data and enterprise data policy compliance. As a Senior Associate of Risk Management, you will play a critical role in supporting the First Line Testing and Controls Governance and Compliance functions within the Data Management and Governance team. You will become a subject matter expert in the processes and systems associated with our data management control suite. You will apply your analytical, risk management and process management skills to support development and adoption of processes aligned to the bank's data management strategy. You will also help implement automated monitoring mechanisms and metrics and improve reporting to Accountable Executives and Stakeholders....

Capital One Senior Associate, Risk Management - Issues & Events Management As a Senior Risk Specialist within the Card Risk team, you will engage with a team of risk managers, product owners and business leads in delivering flawlessly executed event and issue management. Each issue or event is a self-contained project; it requires analysis of the underlying breakdown, identification of the right solution and ongoing execution to facilitate closure. Since risk events and issues do not happen sequentially, at any given time you will be concurrently managing multiple open items. You will collaborate with smart and passionate leaders to improve Capital One's risk profile while putting the customer first. You will educate and gain buy-in from key stakeholders concerning the health and performance of processes supporting US Card. We are seeking dedicated, disciplined, risk professionals who excel in a team environment. This individual will have demonstrated that they can...

Capital One Senior Associate, Risk Management - Issues & Events Management As a Senior Risk Specialist within the Card Risk team, you will engage with a team of risk managers, product owners and business leads in delivering flawlessly executed event and issue management. Each issue or event is a self-contained project; it requires analysis of the underlying breakdown, identification of the right solution and ongoing execution to facilitate closure. Since risk events and issues do not happen sequentially, at any given time you will be concurrently managing multiple open items. You will collaborate with smart and passionate leaders to improve Capital One's risk profile while putting the customer first. You will educate and gain buy-in from key stakeholders concerning the health and performance of processes supporting US Card. We are seeking dedicated, disciplined, risk professionals who excel in a team environment. This individual will have demonstrated that they can...

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com . Summary: The Account Executive will service an existing private client book of business and interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. The Account Executive will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with some degree of supervision and approval from their Supervisor. This role may require the employee to take on the role of...

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Job Summary: As an Account Analyst ( title subject to change ) , you will participate in a structured training program designed to build foundational knowledge of Property & Casualty insurance, including business verticals, coverages, and client types. You will collaborate closely with our Account Managers and Account Executives in delivering exceptional client service, managing daily workflows, and completing operational tasks. This role is ideal for emerging talent and offers an excellent entry...

First Horizon National Corporation Location: Onsite at the location listed in the job posting. Summary Provides analytical support in underwriting/analyzing commercial credit facilities and assisting Portfolio Managers and Relationship Managers in managing customer relationships. Expected to provide credit analysis support for assigned commercial lending relationships. Essential Duties and Responsibilities Interpret financial statements and provide financial analysis support utilized in underwriting complex C&I and commercial real estate loans. Work proactively to ensure production is prioritized appropriately and completed in a timely manner. Specific tasks include financial statement spreading; completing financial analysis documents; updating and creating new requests, modifications, renewals and annual reviews in the Bank’s commercial loan system; tracking and completing covenant monitoring, completing industry research and developing a strong...

First Horizon National Corporation Location: On site at location(s) listed on job posting. Summary The Credit Analyst, Sr position provides high level analytical support in underwriting/analyzing commercial credit facilities for healthcare clients across provider and healthcare services subsectors. The Credit Analyst, Sr also assists Portfolio Managers and Relationship Managers in managing customer relationships. A Senior CA will be expected to provide credit analysis support for assigned lending relationships. The position also provides mentoring and guidance to other Credit Analysts as it relates to lending guidelines, and underwriting standards. The ideal candidate works well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment. Key Responsibilities Include Interpret financial statements and provide financial analysis support utilized in underwriting complex healthcare loans. Evaluate reimbursement and...