The Financial Coach I - MHC delivers extraordinary service while encouraging members and non ... remote delivery channels (telephone, mobile, web, email, and in the future live chat) to help meet ...
The Financial Coach I - MHC delivers extraordinary service while encouraging members and non ... remote delivery channels (telephone, mobile, web, email, and in the future live chat) to help meet ...
Entry-Level Financial Planning Coach
Cleveland, OH · On-site +1
Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is aggressively ... Flexible, remote work with full control of your schedule * Proven training system and hands-on ...
Entry-Level Financial Planning Coach
Cleveland, OH · On-site +1
Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is aggressively ... Flexible, remote work with full control of your schedule * Proven training system and hands-on ...
Coachable and team-oriented * Willing to obtain financial licensing Backgrounds in hospitality ... Flexible remote work environment * Comprehensive training and mentorship * Leadership and ...
Coachable and team-oriented * Willing to obtain financial licensing Backgrounds in hospitality ... Flexible remote work environment * Comprehensive training and mentorship * Leadership and ...
Project Execution US Head of Finance
Norwood, OH · On-site +1
Lead, coach, and develop the Commercial Project Management team. * Foster a culture of ... Identify and mitigate contractual, financial, and operational risks. * Lead change order, claims ...
Project Execution US Head of Finance
Norwood, OH · On-site +1
Lead, coach, and develop the Commercial Project Management team. * Foster a culture of ... Identify and mitigate contractual, financial, and operational risks. * Lead change order, claims ...
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
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 ...
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 ...
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 ...
IS Senior Manager, Technology Procurement & Sourcing HQ
Cincinnati, OH · On-site +1
$92K - $125K/yr
... withcompany policies, financial controls, contractual obligations, information-security ... Lead, coach, and develop procurement staff through performance management, mentoring, workload ...
IS Senior Manager, Technology Procurement & Sourcing HQ
Cincinnati, OH · On-site +1
$92K - $125K/yr
... withcompany policies, financial controls, contractual obligations, information-security ... Lead, coach, and develop procurement staff through performance management, mentoring, workload ...
IS Senior Manager, Technology Procurement & Sourcing HQ
Cleveland, OH · On-site +1
$92K - $124K/yr
... withcompany policies, financial controls, contractual obligations, information-security ... Lead, coach, and develop procurement staff through performance management, mentoring, workload ...
IS Senior Manager, Technology Procurement & Sourcing HQ
Cleveland, OH · On-site +1
$92K - $124K/yr
... withcompany policies, financial controls, contractual obligations, information-security ... Lead, coach, and develop procurement staff through performance management, mentoring, workload ...
IS Senior Manager, Technology Procurement & Sourcing HQ
Cleveland, OH · On-site +1
$92K - $124K/yr
... withcompany policies, financial controls, contractual obligations, information-security ... Lead, coach, and develop procurement staff through performance management, mentoring, workload ...
IS Senior Manager, Technology Procurement & Sourcing HQ
Cleveland, OH · On-site +1
$92K - $124K/yr
... withcompany policies, financial controls, contractual obligations, information-security ... Lead, coach, and develop procurement staff through performance management, mentoring, workload ...
IS Senior Manager, Technology Procurement & Sourcing HQ
Cincinnati, OH · On-site +1
$92K - $125K/yr
... withcompany policies, financial controls, contractual obligations, information-security ... Lead, coach, and develop procurement staff through performance management, mentoring, workload ...
IS Senior Manager, Technology Procurement & Sourcing HQ
Cincinnati, OH · On-site +1
$92K - $125K/yr
... withcompany policies, financial controls, contractual obligations, information-security ... Lead, coach, and develop procurement staff through performance management, mentoring, workload ...
Large Combat Sr. Finance Manager
Evendale, OH · Remote
$100K - $136K/yr
Deliver on financial and operational commitments to shareholders. Develop working knowledge of ... Yes #LI-Remote - This is a remote position
New
Large Combat Sr. Finance Manager
Evendale, OH · Remote
$100K - $136K/yr
Deliver on financial and operational commitments to shareholders. Develop working knowledge of ... Yes #LI-Remote - This is a remote position
New
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 · 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 ...
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 ...
Virtual Financial Services Associate
Cleveland, OH · On-site +1
$90K - $119K/yr
Position Overview AO Globe Life is seeking a Virtual Financial Services Associate to support ... Participate in ongoing coaching, training, and leadership development What We Offer * Fully remote ...
Virtual Financial Services Associate
Cleveland, OH · On-site +1
$90K - $119K/yr
Position Overview AO Globe Life is seeking a Virtual Financial Services Associate to support ... Participate in ongoing coaching, training, and leadership development What We Offer * Fully remote ...
Sr Financial Recovery Rep (SBA)
Cincinnati, 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)
Cincinnati, 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.
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.
VP, Financial Planning & Analysis
Cincinnati, OH · On-site +1
Set clear goals and priorities across the team, provide ongoing coaching and feedback, and conduct ... Team members are expected to maintain a dedicated and ergonomically appropriate remote workspace.
Quick apply
VP, Financial Planning & Analysis
Cincinnati, OH · On-site +1
Set clear goals and priorities across the team, provide ongoing coaching and feedback, and conduct ... Team members are expected to maintain a dedicated and ergonomically appropriate remote workspace.
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.
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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Full-time
Re-posted yesterday
Wright-Patt Credit Union rating
5.8
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
Pay
Hours and flexibility
Workplace
Get the full story on Breakroom
About Wright-Patt Credit Union
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Beavercreek, OH, US
Year founded
1932