... PFO), Consumer Loan Specialists and/or Consumer Loan Underwriters to make any corrections on the application or decisioning. 3. Reviews applications for additional action or documentation that may be ...
... PFO), Consumer Loan Specialists and/or Consumer Loan Underwriters to make any corrections on the application or decisioning. 3. Reviews applications for additional action or documentation that may be ...
... PFO), Consumer Loan Specialists and/or Consumer Loan Underwriters to make any corrections on the application or decisioning. 3. Reviews applications for additional action or documentation that may be ...
... PFO), Consumer Loan Specialists and/or Consumer Loan Underwriters to make any corrections on the application or decisioning. 3. Reviews applications for additional action or documentation that may be ...
... PFO), Consumer Loan Specialists and/or Consumer Loan Underwriters to make any corrections on the application or decisioning. 3. Reviews applications for additional action or documentation that may be ...
... PFO), Consumer Loan Specialists and/or Consumer Loan Underwriters to make any corrections on the application or decisioning. 3. Reviews applications for additional action or documentation that may be ...
... PFO), Consumer Loan Specialists and/or Consumer Loan Underwriters to make any corrections on the application or decisioning. 3. Reviews applications for additional action or documentation that may be ...
... PFO), Consumer Loan Specialists and/or Consumer Loan Underwriters to make any corrections on the application or decisioning. 3. Reviews applications for additional action or documentation that may be ...
Consumer Loan Processor
Brookfield, WI · On-site
$17.75 - $22.25/hr
Communicates with PFO and/or Specialist to ensure necessary and sufficient information is obtained. Communicates with central loan processing and central loan underwriting to address issues with loan ...
Consumer Loan Processor
Brookfield, WI · On-site
$17.75 - $22.25/hr
Communicates with PFO and/or Specialist to ensure necessary and sufficient information is obtained. Communicates with central loan processing and central loan underwriting to address issues with loan ...
Consumer Loan Processor
Brookfield, WI · On-site
$18 - $22.50/hr
Communicates with PFO and/or Specialist to ensure necessary and sufficient information is obtained. Communicates with central loan processing and central loan underwriting to address issues with loan ...
Consumer Loan Processor
Brookfield, WI · On-site
$18 - $22.50/hr
Communicates with PFO and/or Specialist to ensure necessary and sufficient information is obtained. Communicates with central loan processing and central loan underwriting to address issues with loan ...
Consumer Loan Processor
$18 - $22.50/hr
Communicates with PFO and/or Specialist to ensure necessary and sufficient information is obtained. Communicates with central loan processing and central loan underwriting to address issues with loan ...
Consumer Loan Processor
$18 - $22.50/hr
Communicates with PFO and/or Specialist to ensure necessary and sufficient information is obtained. Communicates with central loan processing and central loan underwriting to address issues with loan ...
Robust structural heart and STEMI program including diagnostic catheterization, PCI, balloon angioplasty, TAVR, Watchman, MitraClip, PFO/ASD closure, and peripheral intervention Electrophysiology:
Robust structural heart and STEMI program including diagnostic catheterization, PCI, balloon angioplasty, TAVR, Watchman, MitraClip, PFO/ASD closure, and peripheral intervention Electrophysiology:
Robust structural heart and STEMI program including diagnostic catheterization, PCI, balloon angioplasty, TAVR, Watchman, MitraClip, PFO/ASD closure, and peripheral intervention Electrophysiology:
Robust structural heart and STEMI program including diagnostic catheterization, PCI, balloon angioplasty, TAVR, Watchman, MitraClip, PFO/ASD closure, and peripheral intervention Electrophysiology:
Cardiothoracic Surgeon
Green Bay, WI · On-site
Robust structural heart and STEMI program including diagnostic catheterization, PCI, balloon angioplasty, TAVR, Watchman, MitraClip, PFO/ASD closure, and peripheral intervention * Electrophysiology:
Cardiothoracic Surgeon
Green Bay, WI · On-site
Robust structural heart and STEMI program including diagnostic catheterization, PCI, balloon angioplasty, TAVR, Watchman, MitraClip, PFO/ASD closure, and peripheral intervention * Electrophysiology:
TAVR Watchman MitraClip PFO/ASD closure Peripheral vascular interventions STEMI programElectrophysiology Pacemakers ICD implantation Cardiac ablationsQualifications Board Certified or Board Eligible ...
TAVR Watchman MitraClip PFO/ASD closure Peripheral vascular interventions STEMI programElectrophysiology Pacemakers ICD implantation Cardiac ablationsQualifications Board Certified or Board Eligible ...
Cardiothoracic Surgeon
Green Bay, WI · On-site
Robust structural heart and STEMI program including diagnostic catheterization, PCI, balloon angioplasty, TAVR, Watchman, MitraClip, PFO/ASD closure, and peripheral intervention Electrophysiology:
Cardiothoracic Surgeon
Green Bay, WI · On-site
Robust structural heart and STEMI program including diagnostic catheterization, PCI, balloon angioplasty, TAVR, Watchman, MitraClip, PFO/ASD closure, and peripheral intervention Electrophysiology:
PFO/ASD closure* Peripheral vascular interventions* STEMI programElectrophysiology* Pacemakers* ICD implantation* Cardiac ablationsQualifications* Board Certified or Board Eligible in Cardiothoracic ...
PFO/ASD closure* Peripheral vascular interventions* STEMI programElectrophysiology* Pacemakers* ICD implantation* Cardiac ablationsQualifications* Board Certified or Board Eligible in Cardiothoracic ...
IT Cardiology Opening in Green Bay, WI
$344K - $389K/yr
PFO/ASD closure* Peripheral interventions* STEMI programElectrophysiology* Pacemakers and ICDs* Cardiac ablationsCardiothoracic Surgery* Valve repair and replacement* CABG* Thoracic surgery ...
IT Cardiology Opening in Green Bay, WI
$344K - $389K/yr
PFO/ASD closure* Peripheral interventions* STEMI programElectrophysiology* Pacemakers and ICDs* Cardiac ablationsCardiothoracic Surgery* Valve repair and replacement* CABG* Thoracic surgery ...
Physician Cardiology - Competitive Salary
$344K - $389K/yr
PFO/ASD closure* Peripheral interventions* STEMI programElectrophysiology* Pacemakers and ICDs* Cardiac ablationsCardiothoracic Surgery* Valve repair and replacement* CABG* Thoracic surgery ...
Physician Cardiology - Competitive Salary
$344K - $389K/yr
PFO/ASD closure* Peripheral interventions* STEMI programElectrophysiology* Pacemakers and ICDs* Cardiac ablationsCardiothoracic Surgery* Valve repair and replacement* CABG* Thoracic surgery ...
Cardiology - Noninvasive Physician
$345K - $390K/yr
Robust strucutual heart and STEMI program: diagnostic catheterization, PCI, balloon angioplasty, TAVR, Watchman, Mitraclip, PFO/ASD closure, peripheral intervention * Electrophysiology: Pacer/ICD ...
Cardiology - Noninvasive Physician
$345K - $390K/yr
Robust strucutual heart and STEMI program: diagnostic catheterization, PCI, balloon angioplasty, TAVR, Watchman, Mitraclip, PFO/ASD closure, peripheral intervention * Electrophysiology: Pacer/ICD ...
Cardiology Physician
Appleton, WI · On-site
$345K - $390K/yr
... LAAO PFO Electrophysiology Pacer/ICD Alation (SVT, AFLT, AFIB, VT) EP Study Tilt Table Holter/Event Cardiothoracic Surgery CABG Off Pump CABG Aortic Surgery Valve Repair/Replace Maze/Mini Maze ...
Cardiology Physician
Appleton, WI · On-site
$345K - $390K/yr
... LAAO PFO Electrophysiology Pacer/ICD Alation (SVT, AFLT, AFIB, VT) EP Study Tilt Table Holter/Event Cardiothoracic Surgery CABG Off Pump CABG Aortic Surgery Valve Repair/Replace Maze/Mini Maze ...
Cardiology Physician
$345K - $390K/yr
... LAAO PFO Electrophysiology Pacer/ICD Alation (SVT, AFLT, AFIB, VT) EP Study Tilt Table Holter/Event Cardiothoracic Surgery CABG Off Pump CABG Aortic Surgery Valve Repair/Replace Maze/Mini Maze ...
Cardiology Physician
$345K - $390K/yr
... LAAO PFO Electrophysiology Pacer/ICD Alation (SVT, AFLT, AFIB, VT) EP Study Tilt Table Holter/Event Cardiothoracic Surgery CABG Off Pump CABG Aortic Surgery Valve Repair/Replace Maze/Mini Maze ...
Cardiology Opening in Green Bay, WI
$344K - $389K/yr
... PFO/ASD closure • Peripheral vascular interventionsElectrophysiology • Pacemakers, ICDs • Cardiac ablationsCardiothoracic Surgery • CABG • Valve repair/replacement • Thoracic ...
Cardiology Opening in Green Bay, WI
$344K - $389K/yr
... PFO/ASD closure • Peripheral vascular interventionsElectrophysiology • Pacemakers, ICDs • Cardiac ablationsCardiothoracic Surgery • CABG • Valve repair/replacement • Thoracic ...
Physician Cardiology-Electrophysiology - Competitive Salary
Appleton, WI · Hybrid
$345K - $390K/yr
Robust strucutual heart and STEMI program: diagnostic catheterization, PCI, balloon angioplasty, TAVR, Watchman, Mitraclip, PFO/ASD closure, peripheral intervention * Electrophysiology: Pacer/ICD ...
Physician Cardiology-Electrophysiology - Competitive Salary
Appleton, WI · Hybrid
$345K - $390K/yr
Robust strucutual heart and STEMI program: diagnostic catheterization, PCI, balloon angioplasty, TAVR, Watchman, Mitraclip, PFO/ASD closure, peripheral intervention * Electrophysiology: Pacer/ICD ...
Pfo information
What is the difference between Pfo vs Financial Advisor?
| Aspect | Pfo | Financial Advisor |
|---|---|---|
| Required Credentials | Certifications like CFP, Series 7, Series 66 | CFP, Series 7, Series 66, or similar |
| Work Environment | Financial firms, banks, investment companies | Independent, bank, or firm-based financial services |
| Industry Usage | Commonly used in investment and financial planning firms | Broader, includes financial planning, investment advice |
| Search & Comparison Intent | Understanding roles, certifications, career paths | Comparing financial planning careers, services offered |
Both Pfo and Financial Advisor roles require similar certifications and work in financial services environments. While Pfo often refers to a specific professional designation, Financial Advisor is a broader term encompassing various roles providing financial advice. Understanding their differences helps in choosing the right career path or service provider.
What is a Pfo?
PFO stands for Patent Foramen Ovale, which is a small hole in the heart that didn't close the way it should after birth. However, if you are referring to a job title 'PFO,' there is no widely recognized occupation with this abbreviation. It is possible that 'PFO' is a company-specific or industry-specific acronym, so it would be best to check with the specific organization or provide more context to clarify the job title.
What are the key skills and qualifications needed to thrive as a Pfo, and why are they important?
I'm sorry, but 'Pfo' does not appear to be a recognized professional occupation. Please provide a valid job title for an accurate response.
What are popular job titles related to Pfo jobs in Wisconsin? For Pfo jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Pfo jobs in Wisconsin look for? The top searched job categories for Pfo jobs in Wisconsin are:
What cities in Wisconsin are hiring for Pfo jobs? Cities in Wisconsin with the most Pfo job openings:
Full-time
Posted 29 days ago
Landmark Credit Union rating
9.0
Based on 13 frontline employees who took The Breakroom Quiz
Job description
At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you'll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union.
NATURE AND SCOPE
This position reports to the Manager, Consumer Document Preparation. The Document Preparation Coordinator is responsible for the high-level review of applications to determine the borrowers, co-borrowers, guarantors, and owners of collateral that are included on the loan. They are also responsible for analyzing the applications to determine what applicable documentation is required for each product, working with other associates as needed to resolve any errors, completing any additional documents needed outside of the loan origination system, updating the DealerTrack log (if applicable) as well as issuing Guaranteed Asset Protection (GAP) and Mechanical Breakdown Protection, if needed.
REQUIREMENTS
1. High school diploma or equivalent and a minimum of one year of lending or financial experience, or one year of experience with Landmark.
2. Proficient in Microsoft Office programs, basic typing skills.
3. Proven ability to consistently complete duties within established time frames in a high-volume environment.
4. Excellent verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently.
5. Demonstrated success in independent research and issue resolution with the ability to escalate when needed.
6. Must have experience or be able to gain proficiency in all programs and systems used for this job.
7. Ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.
8. Must develop a thorough understanding of company policies and procedures as they relate to this position. Must comply with all company policies and procedures and job-related state and federal laws and regulations.
PRINCIPAL ACCOUNTABILITIES
1. Reviews non-home equity loan types (auto, boats, RV, vehicles, power sports, signature loans, and deposits secured loans).
2. Works with Consumer Loan Processors, Personal Financial Officers (PFO), Consumer Loan Specialists and/or Consumer Loan Underwriters to make any corrections on the application or decisioning.
3. Reviews applications for additional action or documentation that may be needed (GAP issued, mechanical breakdown, DMV documents and powersport registration applications).
4. Finalizes sale of GAP and mechanical breakdown protection and attaches the documents to the document set in loan application.
5. Updates DealerTrack log, if applicable.
6. Reviews documents for accuracy.
7. Prints any paper documents to branch for closing, if applicable.
8. Sends documentation prior to closing, either to branch or member based on member signature election.
9. Communicates with Branch PFO, Member Service PFO, and/or Consumer Loan Specialist regarding closing details.
10. Reprocesses the documents, if needed.
11. Delivers and monitors pending signatures for documents that have been sent for electronic signature.
12. Books electronically signed loans once all documentation is properly signed and distributes checks accordingly along with any payoff letters.
13. Performs other duties as assigned.
EEO/Veterans/Disabled
NATURE AND SCOPE
This position reports to the Manager, Consumer Document Preparation. The Document Preparation Coordinator is responsible for the high-level review of applications to determine the borrowers, co-borrowers, guarantors, and owners of collateral that are included on the loan. They are also responsible for analyzing the applications to determine what applicable documentation is required for each product, working with other associates as needed to resolve any errors, completing any additional documents needed outside of the loan origination system, updating the DealerTrack log (if applicable) as well as issuing Guaranteed Asset Protection (GAP) and Mechanical Breakdown Protection, if needed.
REQUIREMENTS
1. High school diploma or equivalent and a minimum of one year of lending or financial experience, or one year of experience with Landmark.
2. Proficient in Microsoft Office programs, basic typing skills.
3. Proven ability to consistently complete duties within established time frames in a high-volume environment.
4. Excellent verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently.
5. Demonstrated success in independent research and issue resolution with the ability to escalate when needed.
6. Must have experience or be able to gain proficiency in all programs and systems used for this job.
7. Ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.
8. Must develop a thorough understanding of company policies and procedures as they relate to this position. Must comply with all company policies and procedures and job-related state and federal laws and regulations.
PRINCIPAL ACCOUNTABILITIES
1. Reviews non-home equity loan types (auto, boats, RV, vehicles, power sports, signature loans, and deposits secured loans).
2. Works with Consumer Loan Processors, Personal Financial Officers (PFO), Consumer Loan Specialists and/or Consumer Loan Underwriters to make any corrections on the application or decisioning.
3. Reviews applications for additional action or documentation that may be needed (GAP issued, mechanical breakdown, DMV documents and powersport registration applications).
4. Finalizes sale of GAP and mechanical breakdown protection and attaches the documents to the document set in loan application.
5. Updates DealerTrack log, if applicable.
6. Reviews documents for accuracy.
7. Prints any paper documents to branch for closing, if applicable.
8. Sends documentation prior to closing, either to branch or member based on member signature election.
9. Communicates with Branch PFO, Member Service PFO, and/or Consumer Loan Specialist regarding closing details.
10. Reprocesses the documents, if needed.
11. Delivers and monitors pending signatures for documents that have been sent for electronic signature.
12. Books electronically signed loans once all documentation is properly signed and distributes checks accordingly along with any payoff letters.
13. Performs other duties as assigned.
EEO/Veterans/Disabled
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