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<h3>Job Description:</h3>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Edina, Oakdale, Minnetonka, Brookfield, MiddletonAs a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.The Expertise You Have<ul><li>Series 7 required</li><li>Series 63 or ability to obtain within 90 days</li><li>2-3 years of previous financial services experience</li></ul>The Skills You Bring<ul><li>Broad based knowledge and understanding of general financial planning concepts</li><li>Proven customer service, client support and problem resolution skills</li><li>Strong verbal and written communication skills</li><li>Ability to effectively influence others</li><li>Robust time management and organizational skills</li></ul>The Value You Deliver<ul><li>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</li><li>Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client</li><li>Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client</li><li>Collaborate with internal business partners to research and resolve complex client requests</li><li>Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Client Support Specialist - San Antonio, TX Area (REMOTE)

Job Description and RequirementsThe Commercial Underwriter - Portfolio Management position is responsible for monitoring the risk of the commercial loan portfolio primarily through the completion of annual loan reviews on existing loan relationships, including SBA 504 and 7a loans and loan participations.This position reports on site to our main campus - 1 Ikea-RBFCU Pkwy, Live Oak, TX 78233Essential Functions and Responsibilities:<ul><li>Conducts annual reviews of commercial relationships.</li><li>Spread borrower’s financial statements and/or tax returns and performs an impartial and thorough credit analysis.</li><li>&nbsp;Provides valuation analysis on commercial real estate serving as collateral for existing loans.</li><li>Assign and validate risk grades that are based on: cash flow analysis, collateral evaluation, documentation and compliance.</li><li>Provides a review of recently closed loans to determine whether policies, procedures, regulatory requirements and best practices are adhered to. &nbsp;</li><li>Structures, underwrites and decisions member business loans under approved authority limits.</li><li>Serves as the go to source for questions related to policy and procedures. Additionally provides input and guidance to&nbsp;the department regarding compliance issues specifically related to Reg B and Fair Lending.</li><li>Works with loan officers and the commercial loan administration department to document, approve and close material changes to existing commercial loans. &nbsp;</li><li>Assists the Portfolio Manager in preparing reports provided to the department SVP, internal committees and the board of directors that reflect the ongoing health of the commercial loan portfolio. &nbsp;</li><li>Demonstrates ownership of assigned portfolio with minimal guidance. Works with loan officers to track, monitor and request periodic reporting requirements from members.</li><li>Completes at least 40 hours of Commercial Lending training via self-study, webinars, seminars and workshops, and/or professionally contracted classes, annually.</li><li>Recommends process improvement solutions for effective portfolio management.</li><li>Completes special projects for the department.</li><li>All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice).</li></ul>Requirements:<ul><li>Bachelor's Degree in Finance, Accounting, or Business Administration</li><li>Minimum one year of underwriting and credit analysis experience&nbsp;</li><li>Expertise in commercial banking credit policies and procedures, credit/financial statement analysis, loan structuring, cash flow analysis.</li><li>Must be able/willing to commute to the work location at: 1 Ikea-RBFCU Pkwy, Live Oak, TX 78233</li><li>Excellent verbal and written communication skills required as well as strong presentation skills and a high level of attention to detail</li><li>Strong organizational skills and effective time management</li><li>Moderate skill set in Microsoft Office Applications</li><li>Ability to perform intermediate level accounting and financial analysis under moderate supervision</li><li>Formal Credit Training preferred</li></ul>All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

RBFCU

Commercial Underwriter I - Portfolio Management

<h3>Job Description:</h3>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:San AntonioAs a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.The Expertise You Have<ul><li>Series 7 required</li><li>Series 63 or ability to obtain within 90 days</li><li>2-3 years of previous financial services experience</li></ul>The Skills You Bring<ul><li>Broad based knowledge and understanding of general financial planning concepts</li><li>Proven customer service, client support and problem resolution skills</li><li>Strong verbal and written communication skills</li><li>Ability to effectively influence others</li><li>Robust time management and organizational skills</li></ul>The Value You Deliver<ul><li>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, Relationship Management, SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Client Support Specialist - San Antonio, TX Area

Job Requirements This specific restaurant is independently owned and operated by a Whataburger franchise.&nbsp;Please click on the apply button below to be redirected to this franchisee’s website. Once there, you will be able to learn more about this position information and their application process.

4 Project Management / Professional Services Jobs in San Antonio, TX, USA