- UMB Bank (Milwaukee, WI)
- …tax forms, purchases, and redemptions with the goal of placing trades. As the ** Investor Services Representative ** , you will support shareholders by ... to grow our knowledge base and expand our technological capabilities. The ** Investor Services team** provides telephone support to mutual fund shareholders,… more
- Carrington (Madison, WI)
- …departmental goals and objectives. + Provide a high level of customer service to brokers/sellers during the loan process. **What you'll need:** + Demonstrated ... and organization structure + Knowledge of Carrington's underwriting guidelines and investor requirements + Ability to learn quickly and retain information about… more
- CBRE (Madison, WI)
- …and real estate analysis, processing incoming exhibits and preparing final delivery of investor packages. + Lead by example and model behaviors that are consistent ... each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations… more