3 management jobs found

POSITION SUMMARY: Under the direction of the Customer Care Solutions Manager, the Customer Care & ITM Specialist plays an integral role in delivering exceptional customer experience across multiple service channels. This position engages with current and prospective customers via telephone, online, and Interactive Teller Machines (ITMs), assisting with banking inquiries, transactions, issue resolution, and relationship building. The role requires strong interpersonal and sales skills, a thorough knowledge of the Bank’s products and services, and the ability to provide tailored, accurate, and professional service in every interaction. Flexibility to work extended hours and Saturdays is required.   ESSENTIAL FUNCTIONS : ·         Proactively engages with customers and non-customers across telephone, digital, email, and ITM channels to identify financial needs, provide tailored solutions, and recommend appropriate products and services. ·...

POSITION SUMMARY : At Windsor Federal Bank, the Residential & Consumer Mortgage Loan Originator serves as a trusted advisor and lending expert, guiding clients through the stages of the mortgage and consumer loan process—from initial inquiry to successful closing. This role is pivotal in helping individuals and families realize their homeownership and borrowing goals by providing tailored advice, timely communication, and exceptional customer care throughout the pre-approval, application, and closing phases. This position is responsible for developing and maintaining strong relationships with a wide range of referral sources—including real estate agents, attorneys, financial advisors, and internal partners—to generate new business and meet both individual and organizational lending goals. The Loan Originator also represents Windsor Federal Bank in the community by participating in outreach efforts and financial education initiatives.   ESSENTIAL...

POSITION SUMMARY: Provides high quality customer service to customers, investors and bank personnel for all residential and consumer loan products offered by the Bank. Furnishes information, answers questions, and performs specialized servicing tasks to ensure that the loans the bank owns or services are properly maintained. Responsible for boarding and funding new loans from Encompass to Insight, monitoring ongoing hazard and flood insurance coverages, including performing force placed insurance. The incumbent will also ensure payment of all insurance types, taxes, and private mortgage insurance. Performs annual escrow analysis, processes loan payoffs, remits investor payments, reconciliations, and reporting timely. In addition, the incumbent will answer customer phone calls, research loan accounts to satisfy customer inquiries, monitor and/or maintain department reports and perform any other loan servicing functions, as needed. ESSENTIAL FUNCTIONS : ·...