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Banking/Finance Administrator

Intelliswift Software Inc
Fort Worth, TX
  • Expired: over a month ago. Applications are no longer accepted.
Job Description
Description:

Job Purpose
Responsible for providing support and guidance to members and Client Credit Union staff for business services products.

Principal Duties and Responsibilities
• Analyzes member's financial needs
• Analyzes member's financial and operating strategies and recommend products and services
• Works one on one with members face to face and over the phone
• Facilitates branch training
• Represents the Business Services department at credit union events
• Originates, processes, and sets up new accounts and loans
• Works with 3rd party providers
• Assists with coordinating training related to product and process enhancements
• Performs other duties, as assigned

Minimum Qualifications
• High school diploma or GED
• Must pass applicable Client pre-hire compliance checks
• Must have an acceptable credit history, which will be verified
• The selected candidate will be responsible for ensuring the security and confidentiality of all accounts and related information which is part of their work and for ensuring that his/her work is in compliance with all applicable laws and regulations including, but not limited to, the Bank Secrecy Act

Factors that determine level
• Level of education and/or equivalent, relevant experience
• Proficiency
• Ability to work independently and/or amount of direction needed
• Scope and complexity of work
• Level of authority and latitude in making decisions

Preferred Qualifications
• Bachelors' degree in business or related area of study
• Experience in a financial/banking institutions with a working knowledge of business/commercial lending/deposit products
• Previous account and loan origination experience
• Knowledge of loan origination/processing systems and Episys

Knowledge, Skills & Abilities
• Skilled in Microsoft Office software (e.g., Word, Excel, Access, PowerPoint) gained through either work experience with the software or education and hands-on use of the software
• Ability to manage projects in accordance with short and long range objectives
• Ability to work independently and handle multiple tasks simultaneously, with minimal supervision
• Ability to demonstrate advanced oral and written communications skills, including the ability to effectively communicate with all levels of management and staff, and work closely with multiple departments
• Ability to travel overnight as needed
• Ability to work evenings, before/after the standard shift and on weekends
• Ability to maintain satisfactory performance and attendance
Company Description
Intelliswift Software, Inc. is a premier business and technology solutions company headquartered in the Silicon Valley, with offices across the United States, India and Singapore.
The company has a proven track record of delivering results through its global delivery centers and flexible engagement models for over 450 brands ranging from Fortune 100 to growing companies.
Intelliswift provides a variety of services including Enterprise Applications, Mobility, Big Data/BI, Staffing Services, and Cloud Solutions.
Growing at an outstanding rate, Intelliswift has been recognized as the second largest private IT Company in the East Bay.

Intelliswift Software Inc

Intelliswift Software, Inc. is a premier business and technology solutions company headquartered in the Silicon Valley, with offices across the United States, India and Singapore. The company has a proven track record of delivering results through its global delivery centers and flexible engagement models for over 450 brands ranging from Fortune 100 to growing companies. Intelliswift provides a variety of services including Enterprise Applications, Mobility, Big Data/BI, Staffing Services, and Cloud Solutions. Growing at an outstanding rate, Intelliswift has been recognized as the second largest private IT Company in the East Bay.

Address

Fort Worth, TX
76155 USA

Industry

Finance and Insurance

Website

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