Sorry, that job is no longer available. Here are some results that may be similar to the job you were looking for.

14 jobs found

Email me jobs like this
Junior Account Manager
GreenState Credit Union Dubuque, Iowa
10/01/2025
Full time
GreenState Credit Union Junior Account Manager US-IA-Dubuque Job ID: Type: Regular Full-Time # of Openings: 1 Category: GreenState Insurance GreenState Credit Union Overview POSITION SUMMARY: The Junior Account Manager supports the GreenState Insurance sales team by helping quote, service, and maintain our Commercial Lines book of business, with a focus on small business clients. This role works closely with Insurance Processors, Senior Account Managers, and Administrative staff, acting as a key liaison between our team and clients to ensure their business needs are met with care and efficiency. GREENSTATE CULTURE: At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities. Pay range for this hourly position is $29.17 - $34.11/hr with a progressive benefits package. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Performs functions on agency management system proficiently and assists others as needed. Processes, maintains, and prepares new and renewal accounts for marketing, placement, and delivery to Commercial Sales staff or clients as directed. Handles normal account service activity including endorsements, audits, invoicing, etc. Is responsible for policy processing and quality control. Gathers the information and risk management recommendations for the renewal of designated accounts sixty days prior to renewal and for delivering renewals and/or binders for designated accounts, as needed, within seven days of receipt. Conducts periodic service calls for designated accounts within assigned book of business Performs special projects at the request of designated clients after being approved by manager. Binders and/or policy or endorsement requests are to be completed within three days of date quoted to client. Maintains a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims. After reviewing updated client exposure survey information, obtains other renewal information from insured and completes applications for designated renewal business sixty days before renewal date. Working to maintain a local book of business, taking walk-ins and answering questions on existing coverages Receives phone calls and office visitors requesting quotes, changes to existing coverage, review/process certificate of insurance requests and completes the changes/requests within 24 hours of receipt. Determines acceptability and placement, completes applications or endorsements, and collect premium when applicable. Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail and/or phone prior to renewal. Receives and reviews all termination and cancellations to determine action to be taken and takes needed action within 72 hours of receipt. Handles premium collection through form letter and request cancellation of policies when necessary. Follows up on outstanding claims and provides assistance in their resolution, as necessary. Solicits expiration dates for policies not written by agency. Solicits increases in limits and/or coverage or rounding out accounts through sales to clients at every service contact. Seeks recommendations from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system. Meets minimum sales expectations for all products and services. Documents all material conversation with insured and/or carriers regarding exposures and coverage. Performs other functions as assigned by management. Qualifications Minimum of 1-2 years of insurance or business-related experience. A two-year college degree, completion of a specialized course of study at a business or trade school, or completion of a specialized and extensive in-house training or apprenticeship program. Professional insurance designation preferred Must possess personal property/casualty agent's license and commercial license or obtain licenses within 60 days of hire or be eligible and willing to obtain both within 60 days of employment. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Self-directed nature, ability to work independent of supervision, and ability to follow directions. Must be able to work in a high-pressured, fast paced environment with significant telephone and personal disruption. Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs. Ability to coordinate and prioritize large, detailed project requirements and schedules. Good time management skills required to manage and complete multiple assignments at the same time. Strong analytical skills with excellent verbal, written and interpersonal communication skills. Must be bondable. Reporting Relationship This position reports to the President/GeenState Insurance. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PI76e4bafef9c9-8987
Wholesale Loan Admin 2
Wells Fargo
09/23/2021
Full time
Job Description Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application. At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Commercial Banking provides financial solutions to businesses with annual sales generally in excess of $5 million. Our business lines are Wells Fargo Commercial Capital, Middle Market Banking, and Treasury Management & Payment Solutions. The Flood pre close team is responsible for the due diligence required for the pre close review for FDPA compliance for commercial banking. The team interfaces with Flood Vendors, LOB partners, Asset Managers, insurance agents, and stakeholders to drive completion and approval to close and fund in accordance with all federal regulations. The Flood team is key to ensuring Wells Fargo is fully assessing risk. A failure to mitigate risk could have significant impacts to the Bank by creating defects that could result in regulatory and policy violations and adverse impact to internal and external customers. Performs all analysis and review of loan structure, indicative information, collateral and flood zone determination. Executes steps to order flood determination as a first step. For any structure in a Special Flood Hazard Zone (SFHA), the pre close team will provide regulatory notification to borrower, gather contents information including value of contents and insurance requirements. Review insurance policies, appraisals, site maps, and legal documentation. Responsible for ensuring compliance with all bank policies, procedures and regulatory requirements. Reviewer will work closely with the line of business to resolve issues and coordinate approval and closing. Ensures all pre close activities are completed and submitted for the final comprehensive quality regulatory review by the Quality Control/Authorization team. Collaborates with the Quality Control/Authorization team to confirm values, collateral, letters and overall FDPA validation. Seeks guidance from QC/Authorization leaders or other SMEs regarding loan level scenarios related to policy and procedure interpretation to ensure compliance. Proactively escalates issues and takes ownership of resolution path. Engages with the LOB partners, Asset Managers, Flood vendors, stakeholders to drive approval to close and fund. Provides ongoing feedback loop for defect resolution. Supports training needs of other team members and employees and keep current on own training requirements. Required location for this position is 600 S. Fourth Street, Minneapolis, MN 55415. Relocation assistance is not available for this position. The successful candidate must be available to work Monday through Friday; 8:00am to 5:00pm. Hours may change due to business needs. Telecommute is NOT an option for this role. This position is currently working remotely but will be expected to return to the location at a future point in time when Wells Fargo returns to the standard operating model. ***Job posting may be removed earlier than stated close date due to volume of applicants. If you are a Wells Fargo Team Member, in your Jobs Profile ensure that your email address is valid and updated to an address that can receive external emails outside of the banking network. Initial contact with you will be made via e-mail. Please check your e-mail regularly for updates. If you plan to be away from the office, update your contact information to include your personal email to ensure you do not miss communication through the selection process. May be considered for discretionary bonus Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Required Qualifications 3+ years of commercial loan closing experience, commercial loan administration experience, or a combination of both Desired Qualifications Commercial loan documentation, preparation, or review experience Intermediate Microsoft Office (Word, Excel, and Outlook) skills Ability to navigate multiple computer systems, applications, and utilize search tools to find information Strong analytical skills with high attention to detail and accuracy Excellent verbal, written, and interpersonal communication skills Effective organizational, multi tasking, and prioritizing skills Ability to work in a fast-paced deadline driven environment Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important Knowledge and understanding of the Flood Disaster Protection Act (FDPA) Ability to review and interpret complex commercial loan documents Exposure to Wells Fargo AFS (Automated Financial Systems) Exposure to Wells Fargo Loan IQ system Knowledge and understanding of flood insurance policy requirements, contents value and appraisals Knowledge and understanding of Private flood insurance policies Knowledge and understanding of National Flood Insurance Program (NFIP) insurance policies Knowledge and understanding of loan documentation Knowledge and understanding of FEMA (Federal Emergency Management Agency) Military experience in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Experience working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, and assistance with keeping military personnel combat-ready and effective Street Address MN-Minneapolis: 600 S 4th St - Minneapolis, MN Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. Benefits Summary Benefits Visit for benefits information.