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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 20 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
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
Understanding of and ability to articulate full scope of JFG products and services. Responsible for accurately opening, closing and performing maintenance on accounts within bank operating systems including the administration of the NAICS coding assignments. Proactively assist and train clients on effective use of full breadth of JFG products including on line and mobile banking solutions. Assists
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Milwaukee Area Technical College
- Milwaukee, WI / Oak Creek, WI / West Allis, WI / 1 more...
Duties listed may vary in terms of relative importance, and others may be added or eliminated as this position develops. In addition, specific positions within this job title may have minor variations in duties. Duties with an asterisk ( ) after the number are essential functions as defined by Americans with Disabilities Act (ADA). Advises students who apply for short term institutional loans. Adv
Posted 1 day ago
Ascensus
- 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
Ascensus
- Anchorage, AK / Birmingham, AL / Little Rock, AR / 52 more...
Provide timely, superior customer service, including problem solving and issue resolution with minimal inconvenience to clients Provide effective verbal and written communications in a clear, concise and informative manner Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable Assist clients wit
Posted 1 day ago
WFA Staffing
- Pewaukee, WI / Brookfield, WI / Waukesha, WI
Award winning firm
Posted 9 days ago
Ascensus
- Anchorage, AK / Birmingham, AL / Little Rock, AR / 52 more...
Provide qualified retirement plan and/or IRA technical helpdesk support to internal and external clients. Research, analyze and interpret legislative or regulatory guidance. Draft and conduct training to internal or external clients. Participate in special projects as assigned. Any of the following responsibilities may be assigned based on individual skill set Review, analyze or draft retirement d
Posted 1 day ago
Empower Retirement
- Greenwood Village, CO / Phoenix, AZ / Overland Park, KS / 2 more...
Grow your career with a growing organization Whether they're helping people reach their long term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that
Posted 1 day ago
Boucher Group
- Hartford, WI / Slinger, WI / West Bend, WI
Gordie Boucher Ford Lincoln of West Bend is looking to hire an F&I Manager. POSITION Gordie Boucher Ford Lincoln of West Bend is expanding in the Metro Milwaukee area and needs an experienced F&I Manager. Duties include but are not limited to reviewing/confirming sales figures, preparing needed services or products, consulting with customers to determine their wants and needs, obtain cred
Posted 29 days ago
Empower Retirement
- Greenwood Village, CO / Phoenix, AZ / Overland Park, KS / 3 more...
Grow your career with a growing organization Whether they're helping people reach their long term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that
Posted 1 day ago
Auto Job Experts
- West Allis, WI / West Bend, WI / Kenosha, WI
Have you worked on the sales floor at a dealership and you are ready to move up to Finance. Please apply today. Looking for hardworking driven individuals to Grown with the company. Entry Level Accounting & Finance Responsibilities • Perform account analysis and reconciliation • Maintain general ledger accounts • Prepare monthly reports for accounts payable, accounts receivable, general ledger, et
Posted 15 days ago
The SBDC Business Advisor is a volunteer position that fosters a strong climate for small business growth by providing in depth, confidential business advising and resources to local small business owners and aspiring entrepreneurs. Required Qualification B.A., B.S., or Master's Degree in Business Administration or related field preferred. In lieu of a degree, a minimum of five (5) years of exp
Posted 1 day ago
Ascensus
- Anchorage, AK / Birmingham, AL / Little Rock, AR / 52 more...
Provide qualified retirement plan and/or IRA technical helpdesk support to internal and external clients. Research, analyze and interpret legislative or regulatory guidance. Draft and conduct training to internal or external clients. Participate in special projects as assigned. Any of the following responsibilities may be assigned based on individual skill set Review, analyze or draft retirement d
Posted 1 day ago
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