- Raymond James Financial, Inc. (Pittsburgh, PA)
- **Summary of the Position:** The Client Services Representative - Fulfillment & Close position effectively coordinates the end to end Private Banking ... financial industry experience required, including 2 years of bank operations and/or client service experience preferred **Essential Skills and Abilities:** +… more
- Truist (Pittsburgh, PA)
- …requirements, acceptable compliance and quality control audit performance. 4. Continuously improve client service quality by modeling and leading the adoption of ... partnerships between sales team and operations, as needed assist Mortgage Loan Fulfillment with client , attorney, or appraiser document follow-up as determined… more
- Truist (Pittsburgh, PA)
- …referral process by introducing mortgage clients to other bank solutions for deepening client opportunities. 6. Assist Mortgage Loan Fulfillment with client , ... consistent, effective referrals of mortgage clients for other bank services , including the qualifying package of services ,...sound mortgage advice based on a full understanding of client needs as well as Truist Mortgage products and… more
- Generac Power Systems (Pittsburgh, PA)
- …of a project, including or more locations and serves as the General Contractor's representative on the job site (s) under the direction and in partnership with ... Site Startup Checklist as directed by the quality manager for technical services . + Review and understand the project's contract documents, including the drawings… more