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The Insurance Portfolio Manager works closely with the Licensed Insurance Agents (LIA), Producers, CSRs, and Insurance Processor. The primary duties of the Insurance Portfolio Manager include providing information and answers to questions regarding GreenState Insurance products and services, especially when existing policies are at risk; including non renewal and serious
Posted 1 day ago
The Insurance Portfolio Manager works closely with the Licensed Insurance Agents (LIA), Producers, CSRs, and Insurance Processor. The primary duties of the Insurance Portfolio Manager include providing information and answers to questions regarding GreenState Insurance products and services, especially when existing policies are at risk; including non renewal and serious
Posted 2 days ago
Analyzes all accounts prior to charge off to ensure that all efforts have been exhausted and due diligence complete in the collection of the debt mitigating loss for the business. Approves or recommends all accounts each month for those accounts deemed uncollectable that meet the qualifications for charge off outlined in our company policy. Facilitates the accounting requ
Posted 3 days ago
Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse
Posted 4 days ago
The primary duties/responsibilities of the Member Service Representative (MSR) include quality, responsive, and professional member service to all members and staff of GreenState Credit Union in all daily transactions and inquiries. Provides information and/or answers questions regarding transactions and all Credit Union products and services. This position is the front l
Posted 1 day ago
Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision.Acknowledge/Greet each member with Welcome to Your Credit Union Appearance Adhere to GreenState's Credit Union dress code policy
Posted 1 day ago
Creates, collects, analyzes, exercises judgment and advises members on mortgage loan options. Proactively seeks new business and builds pipeline. Maintains organization of portfolio and meets necessary and regulatory deadlines. As this position is 100% commission, significant time calling on prospective members and referral sources is essential. GREENSTATE CULTURE At Gree
Posted 5 days ago
Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all
Posted 5 days ago
Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and
Posted 7 days ago
a. Attend to phones in MSR area and answer basic membership calls; b. Perform clerical work such as filing; c. Maintain professional correspondence with members; d. Maintain and update member information on the computer system, such as address, phone number, and employment information. MSRs may also be responsible for the following duties, as assigned Acts as a leader; as
Posted 9 days ago
This position is responsible for acquiring, expanding, and enriching member relationships, while providing exceptional service. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork. Meets and exceeds sales expectations by providing personalized, professional service to all
Posted 10 days ago
The Account Manager assists the Insurance Advisors and SVP/VP of Insurance in quoting, servicing, and maintaining our Commercial Lines book of business. This role works closely with our Insurance Processors as well as the Senior Account Manager being an account liaison working with clientele for the greater good of their business. GREENSTATE CULTURE At GreenState, we exis
Posted 10 days ago
Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, using their name, and thank
Posted 10 days ago
Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates teamwork in all interactions with co workers and in the completion of all duties and responsibiliti
Posted 10 days ago
Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, using their name, and thank
Posted 10 days ago
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