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Contractual Remote Financial Coach Jobs in Ohio (NOW HIRING)

Financial Audit Senior Consultant

Delaware, OH · On-site +1

$110K/yr

Evaluate the level of compliance with applicable federal regulations, contractual requirements, and ... Experience with BCBS Inter-Plan Programs and proficiency with Microsoft Office Suite. #LI-Remote ...

Financial Audit Senior Consultant

New Hampshire, OH · On-site +1

$104K/yr

Evaluate the level of compliance with applicable federal regulations, contractual requirements, and ... Experience with BCBS Inter-Plan Programs and proficiency with Microsoft Office Suite. #LI-Remote ...

Sr Financial Analyst I

Westerville, OH · On-site +1

$85K - $150K/yr

Review and approve remote sites month-end close * Facilitate the development of monthly forecasts ... Exchange a responsibility with a colleague to learn a new skill/process and serve as a peer coach ...

CONTRACTS MANAGER - Remote, OH

Columbus, OH · On-site +1

$86K - $114K/yr

... contractual strategies. Track and provide contract data including financials to support project ... Remote $85 - $105 a year We may use artificial intelligence (AI) tools to support parts of the ...

CONTRACTS MANAGER - Remote, OH

Columbus, OH · Remote

$86K - $114K/yr

... contractual strategies. Track and provide contract data including financials to support project ... Remote $85 - $105 a year We may use artificial intelligence (AI) tools to support parts of the ...

May coach less experienced employees. Duties & Responsibilities: * Develops resolution strategy on ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Sr Financial Recovery Rep (SBA)

Columbus, OH · On-site +1

$70K - $140K/yr

May coach less experienced employees. Duties & Responsibilities: * Develops resolution strategy on ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Sr Financial Recovery Rep (SBA)

Columbus, OH · On-site +1

$70K - $140K/yr

May coach less experienced employees. Duties & Responsibilities: * Develops resolution strategy on ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Specialist, Procurement

Columbus, OH · Remote

$79K - $147K/yr

Remote Opportunity Job Schedule : 9/80: Employees work nine out of every fourteen days totaling 80 ... and finance to ensure procurement actions support technical and contractual requirements.

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Call Center - Financial Coach

Wright-Patt Credit Union

Beavercreek, OH • Remote

Full-time

Re-posted yesterday


Wright-Patt Credit Union rating

5.8

Company rating: 5.8 out of 10

Based on 8 frontline employees who took The Breakroom Quiz


Job description

The Financial Coach I - MHC delivers extraordinary service while encouraging members and non-members to choose the Credit Union as their primary financial services provider by proactively building member relationships which includes consumer lending, new account establishment and account servicing activities that originate through remote delivery channels (telephone, mobile, web, email, and in the future live chat) to help meet their financial needs. 

1)      Provide extraordinary member service by engaging with members to help meet their financial needs, proactively recommend credit union products and services- including loan protection products, referrals to other lines of business, and accurately address members' service needs. Increase member engagement and use of the cooperative by educating members on ease of use and convenience services. Ensure proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. (30%)

2)      Accurately process consumer loan applications (i.e., Credit Card, Personal, Auto, & Home Equity Loans) for new and existing members and perform maintenance on members' accounts as requested via a high-volume Contact Center. (25%)

3)      Engaging with members and non-members to help meet their new account and lending needs by consulting with them on their overall financial wellness, including credit reports. Proactively and efficiently coordinate with the member(s) after application has been submitted. Collect required material/documents in order to ensure Credit Union policy/risk is followed. Demonstrates an attention to detail that allows for identifying fraud and red flags found on applications via the online channel. Analyze alerts to mitigate fraud using fraud prevention tools and resources.  (20%)

4)      Review application for accuracy, prepare closing documentation, and fund approved loans utilizing electronic signature or make arrangements for the member to close in the Member Center Network. (10%)

5)      Ask open-ended questions to uncover member's expressed or unexpressed needs to recommend suitable deposit account and loan products. Proactively review and analyze member's credit report in an effort to uncover competitive buyout opportunities and improve members financial wellness. (5%)

6)      Assist Members with questions regarding WPCU products and services as well as resolve member escalations. This may require Financial Coaches to assist in any Member Help Center queue. (5%)

7)      Perform miscellaneous duties as required.  (5%)


What Wright-Patt Credit Union employees say

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Hours and flexibility

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