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Purpose Proactively advise credit unions on methods to productively manage their financial services / product portfolios; develop new business and attract additional deposits from existing and future members; build rapport with and provide fiduciary expertise to credit union decision makers Essential Duties and Responsibilities Develop and maintain member investment and liquidity relationships thr
Posted 1 day ago
This position is responsible for providing advice and solutions that effectively address the financial goals and objectives as well as the needs and concerns of members. The role develops long term relationships to grow business. Job Responsibilities Cultivate strong relationships with members by consistently using the prescribed sales process. Provide fee based financial planning and asset manage
Posted Today
Extension is seeking an Associate Financial Advisor for a Direct Hire opportunity with one of our top financial clients located in Waukesha. This position is perfect for those looking to join a growing/stable family organization with a great culture. What You'll Impact at Our Client As the Associate Advisor, you will be responsible as an integral part of the team serving as the true connection bet
Posted 1 day ago
Trust & Estate Planning Associate Milwaukee Foley & Lardner LLP is seeking an associate with 5 7 years of experience to join the Estates & Trusts Practice Group in our Milwaukee Office. Qualified candidate must have substantial experience in the following drafting complex estate plan and business succession planning documents for high net worth individuals; drafting complex charitable giving docum
Posted Today
& Duties Monitor lockbox and effectively communicate balances with CFO and Director of Accounting Log checks, ACH, and wire receipts and apply cash receipts to related client invoices Communicate cash receipts to billing and collections teams Process transfers between trust and operating accounts Perform bank reconciliations Approve expense reimbursements Approve invoices for payment and process c
Posted Today
Assist with tracking capital calls for new developments Prepare quarterly presentations for existing investors Assist with prospective investor tracking in investor portal for new fund offerings Assist IR Coordinator with updating investor portal and maintaining data integrity Prepare customized investor presentations for prospective investors Track and maintain database of new private real estate
Posted 1 day ago
Herzing University
- Oakbrook Terrace, IL / Menomonee Falls, WI
This is a customer service position where you will be assisting a diverse student population, most frequently via phone as well as some email. In this role you will guide students through the financial aid process and help them understand their funding options.You will assist them in completing the FAFSA and processing awards. The ideal candidate will have excellent communication skills and will d
Posted 1 day ago
Point of contact for delinquent accounts for collections activities. Essential Functions and Duties Answer high volume of inbound calls from and/or generate high volume of outbound calls to delinquent borrowers Resolve delinquent accounts by demanding and collecting the full amount due, establish a solid plan with the borrower to bring the loan current, or proceed with hardship assistance as appro
Posted 1 day ago
FILO is an auto finance company in business for 19 years and located in Waukesha County. FILO has grown to be one of the top indirect auto lenders in Wisconsin, working with dealers in Wisconsin, Illinois and Minnesota. FILO’s corporate office is located in Mukwonago, Wisconsin and is a subsidiary of Connexus Credit Union. Overview In this role, responsibilities will include disbursement of
Posted 15 days ago
Position Specific Responsibilities Responsible for resolving customer related issues with a favorable outcome. Performs mortgage loan administration duties including answering incoming customer phone calls, responding to customer inquiries, processing balloon renewals, processing mortgage payments/payoffs, preparing mortgage satisfactions and amendments, and recording mortgage documents. Assists w
Posted Today
Northwestern Mutual - Park Place
- Menomonee Falls, WI / Milwaukee, WI
BEGIN YOUR CAREER WITH NORTHWESTERN MUTUAL At Northwestern Mutual Financial Representatives strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Financial Representatives are professionals who come from varying backgrounds and experiences to build rewarding practices and relationships with our c
Posted 1 month ago
- Anchorage, AK / Birmingham, AL / Little Rock, AR / 52 more...
Perform all tasks required as part of the Annual Valuation process for Qualified Retirement Plans, primarily Defined Contribution PS, MP, 401k, 403b. Provide superior customer service, including problem solving with minimal inconvenience to clients Provides effective and timely verbal and written communications in a clear, concise and informative written manner Assists the client with all initial
Posted 1 day ago
Responsible for coordinating a consistent client service experience and delivering overall financial advisory guidance to sustain new business development, client referral and retention objectives. Responsible for managing the onboarding of new clients. Understand client's financial objectives utilizing a purposeful discovery process and financial planning approach. Responsible for accurately open
Posted Today
If you're reading this, that means you're looking for something different in your career. Maybe a new challenge, maybe more money, maybe more freedom! Read on to see how a career in the automotive industry may be just what you're searching for! First, let's address the common misconceptions about a career as an automotive sales consultant Sales Consultants work too many hours This
Posted 3 days ago
Explain financial responsibilities for services received, payment options and collection procedures to patients or parties responsible for payment. Counsel patients regarding insurance benefits and recommend alternative sources of payment and financial assistance when appropriate. Contact insurance carriers or other sources and act as an advocate for the patient. Initiate process for collecting pr
Posted Today
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