4 jobs found in Bay City

Description Summary: The Business Banking Closing Specialist Sr. works with Relationship Managers, Borrowers, Sellers, Attorneys, Brokers, EROs, Underwriters, Closers, Title Companies and the banking Markets to collect due diligence and promote the loan closing process. Duties and Responsibilities: Coordinates interaction between these parties all within the defined loan closing SLA of 30-45 days.  Assists other colleagues with difficult situations or customers.  Prepares the more difficult loan commitment letters and application documents.  Responsible for initial Compliance and preparing the loan commitment package.  Reviews other Client Specialists’ commitment letters for accuracy.  Orders third party reports and provides to correct parties for review.  Subject matter expert in the lending process.  Engages with the customers daily to discuss, explain and mentor the prospective borrowers through the...

Description Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities: Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers. Responsible for partnering with every line of business (Mortgage,...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Office Assistant PRIMARY PURPOSE : To support office administration functions.  ESSENTIAL FUNCTIONS and RESPONSIBILITIES Types form letters. Sets up, maintains and locates claim files. Processes packets. Conducts computer data entry and processing; documents claim files in the system correctly. Prepares spreadsheets and documents in software applications. Answers and initiates telephone calls as required. Maintains stationary supplies. Sends overnight and...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Outside Contents Evaluator Assistant PRIMARY PURPOSE:    To complete the physical onsite inventory process including: driving to and from the loss location, physical inventory of contents, and uploading data from field work to server. ESSENTIAL FUNCTIONS and RESPONSIBILITIES • Assists in completing the physical onsite inventory of total loss contents items under the direction of Outside Contents Evaluator Associate. • Tracks time and logs file notes for all of...