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Position Specific Responsibilities Acquire and maintain an appropriate level of knowledge of applicable banking laws and regulations affecting the corporation including but not limited to Bank Secrecy Act (BSA), Anti Money Laundering Control Act of 1986 (AML), the USA Patriot Act as well as Office of Foreign Assets Control (OFAC). Perform transactional monitoring for poss
Posted Today
Provide support for sales and service team as assigned by Manager. Duties will include, but may not be limited to items below. Mail/Scanning Facilitate process to get all paperwork into our systems including carrier website policy retrieval, scanning incoming mail, downloading from carrier emails. Bind and distribute paperwork to insureds/staff – per written workflo
Posted Today
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 4 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 5 days ago
Underwrites conventional, government and construction loans according to JFG and investor rules Uses in depth knowledge of bank, investor, private mortgage insurance company, and governmental regulatory guidelines to underwrite residential mortgage loans Analyze financial information including calculation of income and debt ratios, verification of assets, collateral and c
Posted 5 days ago
Position Specific Responsibilities Provide consultative technical guidance to customers as it relates to scoping, design, installation and configuration of assigned technologies. Oversee day to day operation of technical environments which includes change, release, performance and availability management. Interfaces with vendors to ensure appropriate resolution during net
Posted 5 days ago
Johnson Financial Group
- Madison, WI / Racine, WI / Milwaukee, WI / 3 more...
Prepare daily, monthly, quarterly and annual reports accurately within established timelines. Accurately process daily transactions and monitor accounts. Reconcile and balance cash on a daily basis. Reconcile account information across multiple applications and sources. Support front end office users. Calculate, collect and reconcile fees. Plan and implement application u
Posted 6 days ago
Overview At Johnson Financial Group, you'll experience a welcoming culture unlike any other that inspires, challenges, and empowers associates to give their best in the communities where they work and live. Our Mortgage Loan Officers are passionate about assisting clients with their mortgage needs. As a Mortgage Loan Officer with Johnson Financial Group you will be respon
Posted 6 days ago
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 procedures while communicating regul
Posted 7 days ago
Performs Post Close mortgage loan reviews for adherence to all applicable State and Federal regulations, investor requirements, and Johnson Bank Loan Policy criteria. Documents, tracks and reports on compliance/accuracy levels to the appropriate management teams with the goal of assisting them to improve quality within their respective work flows. Manages vendor work flow
Posted 7 days ago
Development and execution of an individual business plan to achieve new client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; consistent portfolio growth and servicing objectives. Responsible for partnering with assigned "Financial Advisor Mentor" to develop and implement sales techniques
Posted 8 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 8 days ago
Position Specific Responsibilities Configures or customizes a system or system(s) for business use. Implements changes following a defined process for system changes and tests business functionality. Contact for troubleshooting problems or issues. Identifies areas for improvement and presents recommendations. Business lead for system(s) upgrades, fixs and patches, creatin
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 12 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 12 days ago
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