branch service specialist

Huntington Bank

<div><h1 class="jobSectionHeader"><b>Description
</b></h1><p><b>Summary:
</b></p><p>As an Area Customer Experience Specialist (ACES), you will provide a best-in-class experience to both customers and colleagues, supporting branches within a region during their time of need. Providing multi-branch support helps you to gain additional experience and exposure to customer interactions that will enhance your knowledge and skills and allow you to be an excellent resource for branch colleagues across the region. Colleagues on the ACES team will have the opportunity to travel between local branches and will need to be adaptable to work in different locations that can change daily. Dependability is a key component of the role and colleagues on the ACES team must have access to reliable transportation to facilitate working in multiple branches. ACES will be culture carriers, creating impact into each branch that they visit. One of the many benefits of this role includes having a dedicated centralized leadership team that provides consistent coaching and skill development to help progress colleagues in their career.
</p><p>An Area Customer Experience Specialist is a financial concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. You will process customer transactions accurately and efficiently to provide exemplary customer service while educating customers on bank products, services and technology. In addition, an Area Customer Experience Specialist is also a resource to support colleagues in a branch helping to provide consistent and seamless experiences. Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.<br>
</p><p></p><p><b>Duties &amp; Responsibilities:
</b></p><ul><li>Responsible for providing coverage in all aspects of branch banking including customer transactions, servicing customer needs and identifying opportunities to provide advice and guidance helping people along their financial journey and referring customers to other areas of the bank, as needed.
</li><li>Process customer transactions accurately and efficiently maintaining proper cash controls and balancing daily.
</li><li>Provide excellent customer service and effectively resolve customer issues.
</li><li>Educate customers on deposits, loans and provide support for any service or account maintenance issues
</li><li>Strong comfort level with technology educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking) to bank conveniently and manage their money.
</li><li>Adhere to all operational, security, risk and regulatory policies and procedures.
</li><li>NMLS licensing available as part of career development
</li><li>Notary licensing preferred.
</li><li>Be dependable and adaptable traveling to multiple branch locations throughout the week
</li><li>Perform other duties as assigned.
</li></ul><p></p><p><b>Basic Qualifications:
</b></p><ul><li>High School Diploma or GED
</li>Minimum of 1 year customer service and branch banking experience.<br>
<li>
</li></ul><p></p><p><b>Preferred Qualifications:
</b></p><ul><li>Bachelor&rsquo;s degree
</li><li>Cash Handling
</li><li>Career minded individuals that want to join an organization where they can gain experience and build a career.
</li><li>Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills.
</li>Military service in administration, contracting, civil affairs or similar roles<br>
<li>
</li></ul><p></p><p><br>
<b>Exempt Status: (Yes </b>= not eligible for overtime pay) ( <b>No </b>= eligible for overtime pay)
</p>No
<p></p><p><b>Workplace Type:
</b></p>Office
<p></p><p>Our Approach to <b>Office </b>Workplace Type
</p><p></p><p>Certain positions outside our branch network may be eligible for a flexible work arrangement. We&rsquo;re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
</p><p></p><p>Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
</p><p></p><p>Huntington is an Equal Opportunity Employer.</p><p></p><p><br>
</p><p></p><p><b>Note to Agency Recruiters: </b>Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.</p></div><p></p>

Area Customer Experience Specialist

Unlimited Service Group

<p></p><div><p>Glendale Heights, IL</p><div>
 Join Our Dynamic Team as an<b> </b><b>Admin Support Specialist!</b></div><div>
Are you organized, customer-focused, and looking for a role where every day is a little different? Ice Town is seeking an Admin Support Specialist to help keep our branch running smoothly while supporting our customers, technicians, and office team.</div><div>
</div><div><b>
A Day In The Life:</b></div><ul><li>
As a customer champion, answer incoming calls and emails, provide accurate information, and deliver outstanding customer service.</li><li>
Schedule and dispatch service technicians using our dispatching software, while communicating schedule updates, job statuses, and changes throughout the day.</li><li>
 Create, update, and manage service work orders, including equipment information, service notes, billing details, and customer quotes or estimates.</li><li>
Assist customers with service scheduling, equipment intake, billing questions, and invoice follow-up.</li><li>
Maintain accurate customer, service, and billing records within our ERP platform.</li><li>
Support daily office operations by scanning documents, organizing files, sorting mail, and maintaining records for easy access.</li><li>
Assist with office procedures and administrative tasks to help keep the branch running efficiently.</li><li>
Be a safety advocate by following and promoting our accident prevention and safety procedures.</li></ul><div><b>
What It Takes to Land This Role?</b></div><ul><li>
Exceptional Communicator: Strong customer service, communication, and problem-solving skills.</li><li>
Team Player: This is a non-supervisory role reporting to the General Manager, where collaboration and supporting others are key.</li><li>
Safety-First Attitude: You prioritize safety in all you do.</li><li>
Self-Motivated and Organized: Excel at working independently, staying organized, and managing your time effectively.</li><li>
Multitasking: Able to balance multiple priorities in a fast-paced environment.</li><li>
Adaptable Dynamo: Embrace new challenges assigned by the Branch Manager, demonstrating flexibility and a willingness to learn.</li><li>
You have 1-2 years of administrative, customer service or related professional experience
</li><li>Successful completion of a pre-employment drug screen and criminal background check required</li><li>
Must be at least 18 years of age</li></ul><div><b>
Physical Demands:</b></div><ul><li>
Primarily work in a typical office environment.</li><li>
Occasional Lifting: Light lifting of office equipment, supplies, and boxes may be needed.</li><li>
A mix of sitting, walking, and standing throughout your day.</li><li>
Comfortably operate computers and office equipment.</li></ul><div><b>
Compensation &amp; Benefits:</b></div><ul><li>
Pay: $20-$25 per hour, based on experience</li><li>
Medical, Vision, and Dental Benefits</li><li>
Life Insurance</li><li>
401k &amp; Company Match</li><li>
Work Hours: 7:30 AM - 4:30 PM</li></ul><div><b>
Town Shares Program:</b></div><div>
We give you the opportunity to share in the long-term financial success of our company as you grow with us!</div><p></p><div><br>
</div><div>
 Ready to unlock your potential as an Admin Support Specialist? Join our team where your dedication and skills make all the difference. Apply now and be part of something exceptional!</div><div><b>
</b></div><div><b>
Ice Town is an equal opportunity employer.</b></div><div><b>
Ice Town is an Unlimited Service Company</b></div></div>

Admin Support Specialist

Rexel

<div><b>Company Description</b><p><br>
Rexel USA is one of the largest distributors of electrical products, data communication, wireless communication and related supplies in the United States. Rexel USA operates its electrical distribution business in the United States through eight Regions that go to market under various banner and trade names, including Rexel, Rexel Automation, Gexpro, Mayer, Talley and Platt Electric Supply. In addition to an online store, Rexel USA has a distribution network of over 460 warehouse storefront locations throughout the U.S.</p><b><br>
Job Description</b><p><b><br>
We are looking for a Senior Procurement Specialist to join our Rexel, USA team! This position will be Remote!</b></p><p></p><p><b><br>
Summary:</b><br>
The Senior Procurement Specialist is responsible for executing sourcing strategies, reviewing branch assortment with assigned branches, managing and improving Branch/Customer Solutions Center in-stock fill rates by monitoring inventory levels and adjusting replenishment settings for its assigned vendors and regional distribution network and/or branches. The Senior Procurement Specialist reviews, adjusts and executes daily recommended replenishment orders. The role is also responsible for expediting open POs and managing cost, quantity and defective issues with vendors.<br>
<br>
<b>What You'll Do:</b></p><br>
<p></p><ul><li>
Conduct Branch assortment inventory reviews with the Branch Manager for assigned branches two times per year</li><li>
Act as liaison between the commercial team and the procurement organization to ensure procurement strategies are aligned with commercial strategies</li><li>
Communicate and drive national and regional supplier and procurement strategies to the regional commercial team</li><li>
Provide mentorship, training, and guidance to new team members</li><li>
Stock procurement/replenishment for assigned Branch/ Customer Solution Centers and/or assigned supplier lines</li><li>
Daily review of critical items below minimum, allocations, or stock outs for all assigned Branch/ Customer Solution Centers</li><li>
Address and process stock backorders and stock requests submitted via the system</li><li>
Meet or exceed defined item availability service level for all assigned Branch/ Customer Solution Centers and/or assigned supplier lines</li><li>
Meet or exceed defined inventory turns for all assigned Branch/ Customer Solution Centers and/or assigned supplier lines</li><li>
Work with system planner to ensure accuracy of replenishment system data i.e. (lead-time, forecasting, standard package and buy multiplies)</li><li>
Assist Branch/ Customer Solution Centers on special buys i.e. (promo buys) in an effort to enhance and/or protect margins and maintain acceptable inventory levels</li><li>
Work with Branch/ Customer Solution Centers associates to perpetuate stock sales growth for all responsible lines/branches</li><li>
Assist Branch/ Customer Solution Centers operations with non-conformity receipt issues</li><li>
Assist Branch/ Customer Solution Centers with supplier review process/workflow request submission</li><li>
Assist Branch/ Customer Solution Centers on project/direct buys in an effort to maximize gross margin potential through applied supplier leverage techniques</li><li>
Assist with any system cost maintenance issues through &ldquo;Vendor Pricing&rdquo; team for assigned branches and/or assigned supplier lines</li><li>
Assist with negotiations of supplier returns to reduce excess/dead stock</li><li>
Other duties as assigned</li></ul><p><b>
Job Duties Disclaimer:</b><br>
The information contained in this job description is intended to describe the essential job functions required of those assigned to this job. It is not intended to be an exhaustive list of all responsibilities, duties, knowledge, skills, and abilities needed to perform the job. Please note that management retains the right to assign or reassign duties and responsibilities to this job at any time. The ability to competently perform all the essential duties of the position, with or without reasonable accommodation, demonstrate commitment to effective customer service delivery, integrity, and the ability to work productively as a member of a team or work group are basic requirements of all positions at Rexel USA.</p><p></p><b><br>
Qualifications</b><p><b><br>
What You'll Need</b></p><ul><li>
5+ years of professional purchasing/buying experience in the Electrical Distribution Industry</li><li>
High School or GED - Required</li><li>
4 Year / Bachelor's Degree - Preferred</li></ul><p><b>
Knowledge, Skills &amp; Abilities</b></p><ul><li>
Excellent computer skills including Microsoft Office products</li><li>
Effective communication skills with peers and Branch/DC personnel</li><li>
Solid mathematical skills</li><li>
Ability to negotiate competitive stock material acquisition cost</li><li>
Ability to work with Branch/DC personnel and supplier representatives to identify new potential stocking items</li><li>
Attention to detail</li><li>
Excellent time management skills</li><li>
Ability to prioritize and organize</li></ul><br>
<b>
Additional Information</b><p><b><br>
Physical Demands:</b></p><ul><li>
Sit: Must be able to remain in a stationary position - Constantly &ndash; at least 51%</li><li>
Walk: Must be able to move about inside/outside office or work location - Frequently &ndash; 21% to 50%</li><li>
Use hands to finger, handle, or feel: Operates a computer and other office machinery - Constantly &ndash; at least 51%</li><li>
Stoop, kneel, crouch, or crawl: Must be able to crouch down to stock shelves, pick up boxes, or position oneself to maintain computers in the lab/under desks/in server closet - Occasionally &ndash; up to 20%</li><li>
Climb or balance: Must be able to ascend/descend on a ladder, forklift, pallet jack, or other warehouse equipment - Occasionally &ndash; up to 20%</li><li>
Talk, hear, taste, smell: Must be able to use senses to effectively communicate with co-workers and clients and detect hazardous conditions - Constantly &ndash; at least 51%</li></ul><p><b>
Weight and Force Demands:</b></p><ul><li>
Up to 10 pounds - Occasionally &ndash; up to 20%</li><li>
Up to 25 pounds - Occasionally &ndash; up to 20%</li></ul><p><b>
Working Environment:</b></p><ul><li>
Exposed to unpleasant or disagreeable physical environment such as high noise level and/or exposure to heat and cold - Occasionally &ndash; up to 20%</li><li>
Travels to offsite locations - Occasionally &ndash; up to 20%</li></ul><p>
Rexel USA (A VEVRAA Federal Contractor), and its affiliated companies, is an EEO/Disabled/Veterans employer. All qualified candidates will receive consideration for employment without regard to any characteristics protected by law.</p><p></p><p><b><br>
Our Benefits Include:</b></p><ul><li>
Medical, Dental, and Vision Insurance</li><li>
Life Insurance</li><li>
Short-Term and Long-Term Disability Insurance</li><li>
401K with Employer Match</li><li>
Paid vacation and sick time</li><li>
Paid company holidays plus flexible personal days per year</li><li>
Tuition Reimbursement</li><li>
Health &amp; Wellness Programs</li><li>
Flexible Spending Accounts</li><li>
HSA Accounts</li><li>
Commuter Transit Benefits</li><li>
Additional Optional Insurance such as Pet Insurance, Legal Assistance, Critical Illness, Home and Auto Insurance to name a few.</li><li>
Employee Discount Programs</li><li>
Professional Training &amp; Development Programs</li><li>
Career Advancement Opportunities &ndash; We like to promote from within</li></ul><p></p><p><br>
Our goal is to create a workplace where everyone feels respected, valued, and empowered to succeed as we understand that our success and innovation is enhanced by an inclusive and diverse workforce.<br>
Rexel USA (A VEVRAA Federal Contractor), and its affiliated companies, is an EEO/Disabled/Veterans employer. All qualified candidates will receive consideration for employment without regard to any characteristics protected by law.</p></div>

Senior Procurement Specialist

ADIB - Abu Dhabi Islamic Bank

<div>
 <br/>
 <br/>
 <strong>
  Role: Teller
  <br/>
 </strong>
 <strong>
  Location: BR-Muhaisnah Branch, Dubai &nbsp;
 </strong>
 &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;
 <br/>
 <br/>
 <strong>
  Role Purpose:
  <br/>
 </strong>
 Delivering quality teller service to customers via accurate and efficient processing, while projecting ADIB&rsquo;s professional image in all interpersonal dealings.
 <br/>
 <br/>
 <strong>
  This position is for UAE Nationals only
  <br/>
 </strong>
 &nbsp;&nbsp;&nbsp;&nbsp;
 <br/>
 <strong>
  Key Accountabilities of the role
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Processing of all teller counter service transactions such as cash deposits &amp; cash withdrawals and other transactions such as drafts, telegraphic-transfers, payment orders, standing orders, foreign currency purchase &amp; sales, cheque deposits etc., in line with operational policies &amp; procedures where centralized telegraphic transfers are involved liaise with Treasury department to obtain best rates for VIP &amp; or high net worth customers in coordination with HOP&rsquo;s.These responsibilities may also include serving Private Banking customers at separate counters and also processing any other counter service transaction introduced by ADIB from time to time.
  </li>
  <li>
   Cross sell or identify and refer product inquiries from prospective customers to Sales staff.
  </li>
  <li>
   General reconciliation &amp; control activities :-
  </li>
 </ul>
 <br/>
 <li>
  Act as the one of dual custodian for branch vault cash and security stationery.
 </li>
 <li>
  Assist HOP as the second custodian for dual control.
 </li>
 <li>
  Cash reconciliation &amp; balancing.
 </li>
 <li>
  End of day balancing
 </li>
 <li>
  General filing
 </li>
 <li>
  Ensure proper understanding and processing for all centralized activities as per Branch Operations Centralization Projects.&nbsp;
 </li>
 <br/>
 <br/>
 <ul>
  <li>
   Ensure proper understanding and processing for all centralized activities as per Branch Operations Centralization Projects.&nbsp;
   <br/>
   &nbsp;
  </li>
 </ul>
 <br/>
 <br/>
 <strong>
  Specialist Skills / Technical Knowledge Required for this role:
  <br/>
 </strong>
 &nbsp;
 <br/>
 <br/>
 <ul>
  <li>
   Knowledge of ADIB&rsquo;s Retail Banking products &amp; services
  </li>
  <li>
   Knowledge of ADIB&rsquo;s Operational Policies &amp; Procedures
  </li>
  <li>
   Knowledge of UAE banking practices, regulations &amp; risks
  </li>
  <li>
   General awareness of competitors in the local market
  </li>
  <li>
   Thorough knowledge of all the Regulations issued by Central Bank of UAE
  </li>
  <li>
   Fair knowledge of service standards&nbsp;
  </li>
  <li>
   Knowledge of Cross Sales&nbsp;
  </li>
  <li>
   Computer skills.&nbsp;
  </li>
  <li>
   <strong>
    This position is for UAE Nationals only.
    <br/>
   </strong>
   &nbsp;
  </li>
 </ul>
</div>


Teller

Del Norte Credit Union

<div>Description:
<p>
The BXP Specialist provides professional, friendly, and efficient service to members by assisting with financial transactions and account management. Responsibilities include processing deposits, loan payments, cashier&rsquo;s checks, and other account services, maintaining and balancing cash daily, and answering inquiries about products and services. The BXP Specialist promotes member education, identifies opportunities to recommend credit union solutions, and ensures compliance with regulations while contributing to the success of the branch and organization.</p><p><b>
Join Our Team at Del Norte Credit Union!</b><br>
We&rsquo;re more than a financial institution, we&rsquo;re a community. Guided by our mission of Improving Lives and vision of being Authentically New Mexico, we embrace Del Norte&ntilde;o Pride, reflecting our commitment to community, culture, and connection. Recently recognized as a Platinum-Level Family Friendly Business, we value People Focus, Collaboration, and Continuous Learning.</p><p><b>
Location</b></p><p>
Southern Branch in Rio Rancho, NM</p><p><b>
Schedule</b></p><p>
Schedule requires supporting Monday &ndash; Saturday member service hours.</p><p><b>
Essential Functions &amp; Responsibilities:</b></p><p>
Level I &amp; II :</p><ul><li>
Assist members of the credit union with their financial needs in a professional, friendly, knowledgeable, and timely manner.</li><li>
Demonstrate a working knowledge of the applicable core system, including loan and deposit platforms.</li><li>
Process paying and receiving transactions to include: deposits, loan payments, cashiers checks, and issuance of gift and travel cards, closing accounts, stop payments, address file maintenance, answering questions about products and services, and problem resolution. Maintain and balance operating cash daily.</li><li>
Maintain and balance operating cash daily</li><li>
Greet members/guests to establish rapport and direct to appropriate area.</li><li>
Promote a needs based member education culture within the branch to identify opportunities to promote credit union products and services to live DNCU&rsquo;s mission of improving lives while meeting and/or exceeding established member education goals.</li><li>
Work effectively in a team environment contributing to the success of the branch and organization.</li><li>
Comply with all regulations, security procedures, and complete all mandatory annual compliance courses.</li><li>
Perform other related job duties as assigned.</li></ul><p><b>
Salary</b></p><p>
Level I: $16.13 &ndash; $20.17 per hour</p><p>
Level II: $17.81 &ndash; $22.27 per hour</p><p><i>
New hires are typically brought in between the range minimum and maximum based on qualifications, internal equity, and budget.</i></p><p><b>
Performance Measurements:</b></p><p>
This role is eligible for a $1.00 per hour differential. This differential will be added to your hourly rate. If you depart this role, your hourly rate will be REDUCED by this $1.00 per hour differential.</p><p><b>
Benefits:</b></p><ul><li>
Medical, Dental and Vision insurance. Available the first of the month following date of hire.</li><li>
401(k) - Traditional or Roth</li><li>
Spanish Speaking Incentive</li><li>
Paid Time Off</li><li>
Eleven paid holidays/year</li><li>
Employer-Paid Benefits: Employee Assistance Programs (EAP), Short-Term &amp; Long-Term disability</li><li>
Other great benefits: Wellness Reimbursement Plan, Educational Reimbursement Program and Development Programs.</li></ul>
Requirements:
<p><b>
Experience:</b></p><p>
Level I:</p><p>
A minimum of six months of similar or related experience. Strong cash handling and customer service experience.</p><p>
Level II:</p><p>
One year to three years of similar or related experience.<br>
A minimum of two years of teller experience. Experience in multi-tasking, strong attention to detail, cross-selling, and problem resolution while providing excellent customer/member service experience.</p><p>
Senior:</p><p>
Three years to five years of similar or related experience.</p><p><b>
Education:</b></p><p>
A high school education or GED.</p><p><b>
Interpersonal Skills:</b></p><p>
Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.</p><p><b>
Other Skills:</b></p><p>
Ability to handle sensitive information with complete confidentiality and professionalism<br>
Professional appearance and demeanor<br>
Provide excellent and knowledgeable service to our members, both internal and external by adhering to our core values<br>
Conduct themselves and members fairly, ethically, and with confidence<br>
Successful job performance involves meeting and/or exceeding teambuilding, interpersonal, relationship building, and technical skills outlined in other duties and responsibilities<br>
Must have good communication and PC skills<br>
Critical thinker and effective problem solver<br>
Collaborative service skills<br>
Willing and eager to exceed expectations; demonstrated excellence in all aspects of service delivery operations<br>
Demonstrated proficiency with 10-key calculator, Windows, and other MS Office products and applications</p><p><b>
Physical Requirements:</b></p><p>
This position is primarily sedentary and requires the ability to remain seated or standing for extended periods while operating a computer and other office equipment. Manual dexterity is needed for typing, using a mouse, and handling documents. The role may involve occasional reaching, bending, or manipulating objects, as well as light lifting of up to 50 pounds. Visual and auditory acuity are required for reading documents, creating content, and communicating effectively. Reasonable accommodations will be provided to enable individuals with disabilities to perform essential job functions.</p><p><b>
Work Environment</b></p><p>
The role requires occasional travel between branch locations and may include periodic extended hours to meet project deadlines or support events. Employees may experience occasional exposure to outdoor conditions while traveling.</p></div>

Branch Experience Specialist (Teller) - Rio Rancho, NM

Fairway Independent Mortgage

<div><p>Be part of a team that's committed to making a difference. We believe in our work and our customers.
</p><p></p><p><b>Position Location
</b></p><p><b>Remote Type
</b></p>Remote
<p><b>Office Location (if not fully remote):
</b></p>n/a
<p></p><p><b>Job Description
</b></p><p>The Construction Loan Coordinator provides essential intake, coordination, and first-level branch guidance for the Construction Lending department.
</p><p></p><p>This role acts as the primary point of contact for incoming requests, managing and prioritizing the ServiceNow ticket queue and the department&rsquo;s shared inbox.
</p><p></p><p>The Coordinator assists branch teams by clarifying process flows, locating approved guidelines, and ensuring required contractor documentation moves forward smoothly. Complex scenarios, credit decisions, and specific loan approvals are efficiently routed to specialized team members or managers.
</p><p></p><p>What you will do:
</p><ul><li><p>Monitor, categorize, assign, and track ServiceNow tickets and shared inbox requests. Ensure accurate status updates, aging follow-up, and thorough closure documentation.
</p></li><li><p>Provide clear, accurate responses to general scenario, guideline, and process flow questions using approved department resources, checklists, templates, and credit policy links.
</p></li><li><p>Assist branch teams with contractor review document gathering. Identify missing or stalled items, provide approved instructions/templates, and follow up to ensure a clear next step.
</p></li><li><p>Recognize and route complex loan structures, exceptions, construction approval items, investor-specific questions, and escalated files to the appropriate Construction Lending Specialist, Manager, Draw Administration Specialist, Underwriting, or other review owner.
</p></li><li><p>Maintain summaries of recurring questions, updated resource links, template feedback, and process improvement observations for leadership review.
</p></li></ul><p></p><p>What we are looking for:
</p><ul><li><p>2+ years of experience in mortgage operations, loan setup, processing, sales support, help desk, or branch support.
</p></li><li><p>Direct experience working within construction lending.
</p></li><li><p>Demonstrated experience using Encompass or equivalent Loan Origination Software (LOS).
</p></li><li><p>Proven experience managing shared inboxes or ticketing systems like ServiceNow.
</p></li><li><p>Experience utilizing credit policies, checklists, job aids, and templates to answer general process and guideline questions without making credit decisions.
</p></li><li><p>Proven ability to identify complex scenarios that require escalation to specialists, underwriters, or management.
</p></li><li><p>Solid foundational knowledge of mortgage operations and standard mortgage loan documentation.
</p></li></ul><p></p><p>This is a fully remote position. Candidates must have access to a quiet home office space and reliable high-speed internet.
</p><p></p><p>Schedule: Must be able to work standard business hours within the Central Time Zone (CST).
</p><p></p><p>Fairway Home Mortgage, founded in 1996, is a nationwide leader in the mortgage industry. Customer service is at the heart of everything we do. We deliver personalized loan solutions with some of the fastest turn times in the industry. Our mission is to act as trusted advisors, guiding clients through every step of the mortgage process to exceed expectations and ensure satisfaction.
</p><p></p><p>Our culture promotes innovation, growth, and collaboration, offering exciting career paths and professional development. Whether you're starting out or advancing your career, Fairway is a place where your skills and ambitions can thrive.
</p><p></p><p>Current Employees: Head to the <b><i>Fairway Careers Hub </i></b>in Workday for internal job openings.
</p><p></p><p>We post some job openings internally for our employees and others externally for the general public. If you cannot find the perfect role right now, do not hesitate to contact the Careers Team at careers@fairwaymc.com . We can answer any questions and keep you updated on future opportunities.
</p><p></p><p>View our E-Verify and Right to Work notices HERE .
</p><p></p><p><i>Important Notice to Job Seekers! We&rsquo;ve been made aware of fraudulent messages falsely claiming to be from Fairway recruiters, including links to assessments. These are not legitimate and are not affiliated with Fairway Independent Mortgage Corporation. We&rsquo;re working with our Information Security team to address this issue. Thank you for your vigilance and continued interest in joining Fairway! All official communication will come from verified Fairway email addresses or our official LinkedIn page. If you receive a suspicious message, please do not click any links and notify us.</i></p></div>

Construction Loan Coordinator

Baird

<p></p><div><p>In a vital branch support role, you&rsquo;ll partner with Financial Advisor and team members to ensure clients &ndash; whether local or remote &ndash; come first and achieve their long-term goals.</p>
<p></p>
<ul><li>Wausau, WI</li>
<li>Private Wealth Management</li>
<li>R2026665</li>
<li>On-Site</li>
</ul><div>Apply Now
</div><div><div><div><div><p><b>About the Role:</b></p>
<p>As a Client Specialist at Baird, you&rsquo;ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You&rsquo;ll be at the heart of the client experience&mdash;coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird&rsquo;s Private Wealth Management business, where true wealth management means understanding each client&rsquo;s unique vision and tailoring solutions to help them succeed.</p><br>
<p></p>
<p><b>The Impact You&rsquo;ll Make:</b></p>
<ul><li><p>Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.</p>
</li></ul><ul><li><p>Gain knowledge of and leverage partnership with Baird&rsquo;s Corporate Resource Groups to provide the best wealth management solutions to clients.</p>
</li></ul><ul><li><p>Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.</p>
</li></ul><ul><li><p>May schedule client appointments and/or conference room for appointments.</p>
</li></ul><ul><li><p>Assemble/generate materials including paperwork and reports for client meetings.</p>
</li></ul><ul><li><p>Understand and ensure business adherence with firm and financial industry regulatory policies.</p>
</li></ul><ul><li><p>May manage FA and Team&rsquo;s social media presence (website, LinkedIn, X, etc.).</p>
</li></ul><ul><li><p>Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.</p>
</li></ul><ul><li><p>May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.</p>
</li></ul><ul><li><p>Seek ways to enhance FA(s) business effectiveness and marketability.</p>
</li></ul><ul><li><p>Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.</p>
</li></ul><ul><li><p>May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors&rsquo; instructions or upon client&rsquo;s verbal direction.</p>
</li></ul><ul><li><p>May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.</p>
</li></ul><ul><li><p>Proactively review investment opportunities on a daily basis &amp; notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors&rsquo; business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days&rsquo; activities.</p>
</li></ul><p><b>What You&rsquo;ll Bring to Baird:</b></p>
<ul><li><p>2+ years of prior industry and/or administrative work experience.</p>
</li></ul><ul><li><p>Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.</p>
</li></ul><ul><li><p>Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird&rsquo;s Private Wealth Management technology platforms.</p>
</li></ul><ul><li><p>Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.</p>
</li></ul><ul><li><p>Detail oriented with an emphasis on accuracy.</p>
</li></ul><ul><li><p>Strong organizational skills - consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.</p>
</li></ul><ul><li><p>Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.</p>
</li></ul><ul><li><p>Good analytical and critical problem-solving skills.</p>
</li></ul><ul><li><p>Bachelor&rsquo;s degree preferred, not required.</p>
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</ul></div></div></div></div><div><h2 class="jobSectionHeader"><b>More About Our Firm</b></h2>
<div></div><div><div><div><div><h3 class="jobSectionHeader"><b>The Baird Way</b></h3>
<p>What we call The Baird Way is the foundation of core beliefs we share, the promise we make to each other and the inspiration for our mission.</p>
</div><div></div><div><h3 class="jobSectionHeader"><b>Our Multicultural Community Conference</b></h3>
<p>This conference unites colleagues from all corners of our firm to honor and celebrate the contributions of our ethnically diverse associates.</p>
</div><div></div><div><h3 class="jobSectionHeader"><b>Honored to be a Best Place to Work</b></h3>
<p>More than 20 consecutive years of recognition as a great workplace makes Baird a destination of choice for extraordinary people from across our industry.</p></div></div></div></div></div></div></div></div></div><div></div>

Client Specialist

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