Financial Service Representative Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the financial service representative job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

L Monahan

Linnea

Monahan

820 Beier Common

Philadelphia

+1 (555) 271 7731

820 Beier Common

Philadelphia

Phone

p +1 (555) 271 7731

Experience Experience

Phoenix, AZ

Patient Financial Service Representative

Phoenix, AZ

Flatley Inc

Phoenix, AZ

Patient Financial Service Representative

Assist co-workers with problem solving
Develop co-workers relationships and strive to become a “team player”
Assist with new employee orientation and with their continued growth
Perform all other duties as assigned
Assist Director and Team Leader in maintaining a quality registration product
Communicates and interfaces with providers, staff, patients, family members and others to ensure high-quality patient care
Makes outgoing collection and inquiry telephone calls to patients/ responsible parties as directed

Houston, TX

Customer Financial Service Representative

Houston, TX

Crist-Jenkins

Houston, TX

Customer Financial Service Representative

Inform Order Management, Sales and Finance when credit limit is exceeded
Knowledge of German or French is an advantage
Release customers when overdues are paid
Fluent in English
Handle Customer Portfolio for customers in Eastern Europe, Russia and Export
Propose stop dates and prepare stop lists for the meetings with the Coordinator
Monitor the daily credit limit exposure and overdues for our risk customers

present

Philadelphia, PA

Customer Financial Service Representative With German

Philadelphia, PA

Fahey-Jacobi

present

Philadelphia, PA

Customer Financial Service Representative With German

present

Create Write Off Payments to balance invoices and credits of one supplier
Create Payment Proposal for NETTING
Create Payment Proposal for suppliers (SEPA, SEPA CUR, INTERNATIONAL)
Sent missing invoice copies
Escalate disputes to Customer Service and/or Sales
Handle Customer Portfolio for customers in Germany (approx. 170 customer accounts)
Update Get Paid with contact information/payment promises/disputes

Education Education

Bachelor’s Degree in Quality

Belmont University

Bachelor’s Degree in Quality

Skills Skills

Strong attention to detail and ability to multi-task
Demonstrated passion for customer service and the financial markets with strong client-focus and ability to provide a superior level of service
Demonstrated ability to maintain confidentiality usingtact and diplomacy
Ability and willingness to work branch hours, including weekends and some evenings
Demonstrated communication and interpersonal skills, especially the ability to listen and explain complicated subjects
Strong written and verbal communication skills
Maintain professional dress attire and demeanor
Ability to navigate through 4-5 software systems simultaneously
Ability to work overtime when necessary based on seasonal changes in business volume
Intermediate level proficiency with Windows Operating Systems and Microsoft Word, Excel, PowerPoint and Outlook

Create a Resume in Minutes

6 Financial Service Representative resume templates

Read our complete resume writing guides

Customer Financial Service Representative Resume Examples & Samples

1-2 years of Accounting, Finance, Credit, Accounts Receivable, Customer Service or related experience, preferred
Excellent PC skills. Excel spreadsheet (Pivot Tables, V-Lookup, Macros), Oracle
Ability to use various PC/CS utilities and Internet based utilities
Excellent customer management skills
Attention to detail and accuracy
Excellent negotiation skills

Patient Financial Service Representative Resume Examples & Samples

Receive computer bills and complete in accordance with payor requirements, rebill insurance/bill secondary carrier
Properly document all correspondence follow-up
Review Medicare RA to ensure claim processed correctly, review PPO/HMO payments for accuracy, input discounts and adjustments, file zero files, refund/adjust credit balance accounts
Ability to discuss patient/insurance issues as it relates to policy and procedure
Give cash quotes

Emergency Room Patient Financial Service Representative Resume Examples & Samples

Verify and document patient insurance benefits, correct registration information
Identify delinquent accounts and recommend disposition
Courteously and promptly handle patient and insurance telephone and written inquiries
Demonstrate knowledge of hospital and department policy and procedure

Patient Financial Service Representative Resume Examples & Samples

Ascertain need for insurance authorization
Maintain a positive public relations manner at all times, displaying care and compassion
Assist with new employee orientation and with their continued growth

Instore Financial Service Representative Resume Examples & Samples

Utilizing resources to conduct consultative conversations and provide financial solutions that meet clients needs across all product and service lines – not limited to deposit and credit products
Promote SunTrust products and services by prospecting for new client relationships throughout the host store
Risk Mitigation
Client authentication
Payments and transfers
Disability insurance

Financial Service Representative Trainee Resume Examples & Samples

Handle general brokerage and banking inquiries relating to products, services, policies and procedures including margin and options
Assist with projects as needed
Adhere to Scottrade’s series 7 and 63 license study timeline and schedule
Ability and willingness to remain current on all position policies, procedures and trainings. Understanding of Scottrade products, policy and procedures and basic understanding of the Scottrade brokerage and banking divisions including Scottrade bank relationship with the Brokerage Line of Business
1+ years financial services industry experience required
1+ years customer service experience required

Financial Service Representative Resume Examples & Samples

Act as a branch liaison when appropriate
Assist with the orientation and training of new Service Center associates
Ability to meet state registration requirements and become registered in necessary states in order to conduct business
Demonstrated passion for customer service and the financial markets with strong client-focus and ability to provide a superior level of service
Strong work ethic with high level of integrity and ethics
Collaborative and relational work style with proven success in a team environment
Ability to navigate through 4-5 software systems simultaneously

Associate Financial Service Representative Resume Examples & Samples

Further strengthen customer relationships by articulating the competitive advantage of E*TRADE FINANCIAL’s product offering and its value proposition by anticipating needs and proposing (cross-selling) solutions
Understand and proactively identify leading indicators of client attrition and mitigate risk
Ability to grasp and apply complex technical material quickly and manage workload effectively
An Associate Financial Services Representative will perform additional duties and tasks that may be required by business needs and conditions
Accomplishes sales and organization mission by completing related results as needed
Bachelor’s degree (Finance, Business Management/Administration business related discipline strongly preferred) or an equivalent combination of education, training and experience
Strong retail and /or call center experience with demonstrated ability to cross sell products and services
Superior client service proficiency including excellent verbal, written and listening skills
Demonstrate the willingness to learn new procedures and seek out new opportunities for growth
Adapt to client preferences using the art of a conversation and active listening
Demonstrates self-confidence and the ability to maintain composure in difficult situations
Demonstrated ability to work independently, with high degree of quality and reliability
Capable of effectively operating in a team oriented and highly collaborative environment
Extraordinary interpersonal skills, a strong team orientation and resiliency
Financial services industry experience including banking and business management

Associate Financial Service Representative August Class Resume Examples & Samples

Provide highest level of service by quickly and accurately identifying customer needs and articulating the appropriate solution to their questions and / or account-related issues
Demonstrate a passion for driving sales, following through on commitments, process efficiency, and time management
Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client’s investment needs
Maintain a high level of personal integrity and comply with the Code of Conduct as stated by E*TRADE FINANCIAL
Proactive and anticipates situations, develops proposals, and positive solutions
Successfully communicate with various support groups and make use of all internal systems and resources available to obtain the necessary information to resolve inquiries for clients
Must be able to operate in a team environment, and contribute towards Departmental and Team Objectives and goals
Successfully complete E*TRADE FINANCIAL licensing training and pass Series 7 and 63 exams
Passion for excellence and willingness to work to exceed client expectations
Strong PC skills including familiarity with MS Office, spreadsheets and database management
Demonstrated sense of urgency and commitment to provide the highest level of service possible
Must be self-motivated and customer service orientated
Demonstrated excellence in related college course work and projects
Successful experience and track record achieving sales goals either through full time work or through college internships
Strong understanding and ability to communicate the suite of E*TRADE FINANCIAL products and services

Financial Service Representative Trainee Resume Examples & Samples

Resolve client issues and assist them to understand Scottrade’s platforms, investment products and services including stocks and options, bonds and fixed income, mutual funds, ETFs, CDs, money markets, margin loans and Scottrade’s Banking products
Follow established guidelines for client accommodations to strengthen client relationships
Effectively utilize Client Relationship Management (CRM) tool to record and inform branch offices of potential new assets and product opportunities that require follow up
Demonstrated communication and interpersonal skills, especially the ability to listen and explain complicated subjects
1+ years contact center experience preferred

Financial Service Representative Resume Examples & Samples

Resolve complex client issues and assist them to understand Scottrade’s platforms, investment products and services including stocks and options, bonds and fixed income, mutual funds, ETFs, CDs, money markets, margin loans and Scottrade Banking products
Use advanced customer service and interpersonal skills to support specialty queues/client segmentation that require a higher level of service or that have sophisticated investment needs
Complete on-boarding and outbound service calls
Provide feedback to management on trends in service issues and opportunities for improvement
Bachelor’s degree in Finance, Business, or equivalent combination of education and experience required
1+ years licensed online brokerage experience required

Financial Service Representative Resume Examples & Samples

Process Transactions/Customer Service.Greetcustomers and ask questions to determine their needs. Process financial transactions(cash and non-cash banktransactions, balance inquiries, cashier'schecks, money orders,cash advances with credit cards, etc.) in an accurate and efficient manner in accordance with operationaland regulatory guidelines.Assist with customer questions and/or issuesrelatingto their accounts.Demonstrate strong customers service skills and the ability to resolve problems and prevent customer dissatisfaction. The FSR position is one of the primary transaction positions within a branch
Meet and exceed sales and referral expectationsby working with customers to build and deepen relationships by uncovering financialneeds, and recommending the best products, services and solutions to meet those needs. Ensure the customer'sneeds are met by partneringwiththeappropriate specialist (branch team, FC, and MLO) to serve the customer'sbanking, mortgage and investment needs. This may include participation in 'Call Nights'
Maintain operationalstandards including balancingcash drawers at the end of each shift, processing CTR reports andtransactions, and opening and closing procedures ofthe branch.May also include ATM and vault balancing, opening and closingprocedures of the branch, etc.Acquire and maintain up-to-date knowledge of applicable policies, procedures, guidelinesand bank operating systems
6 months cash handling experience required
6 monthscustomer serviceexperiencerequired
1 year successfulsales experience where defined sales goals and accountabilities were routinely met or exceeded preferred
Demonstrated ability to workwell in a team environment
Demonstrated computer proficiency
Desire and willingness to call on prospects and existing clients for sales opportunities
Strong listening, verbal and writtencommunication skills
Demonstrated ability to follow companypolicies, guidelines and procedures
Strong attention to detail and ability to multi-task
Demonstrated ability to maintain confidentiality usingtact and diplomacy
Maintain professional dress attire and demeanor
Ability and willingness to work branch hours, including weekends and some evenings
K-Hrly

Financial Service Representative Resume Examples & Samples

Process Transactions/Customer Service. Greet customers and ask questions to determine their needs. Process financial transactions (cash and non-cash bank transactions, balance inquiries, cashier's checks, money orders, cash advances with credit cards, etc.) in an accurate and efficient manner in accordance with operational and regulatory guidelines. Assist with customer questions and/or issues relating to their accounts. Demonstrate strong customers service skills and the ability to resolve problems and prevent customer dissatisfaction. The FSR position is one of the primary transaction positions within a branch
Meet and exceed sales and referral expectations by working with customers to build and deepen relationships by uncovering financial needs, and recommending the best products, services and solutions to meet those needs. Ensure the customer's needs are met by partnering with the appropriate specialist (branch team, FC, and MLO) to serve the customer's banking, mortgage and investment needs. This may include participation in 'Call Nights'
Maintain operational standards including balancing cash drawers at the end of each shift, processing CTR reports and transactions, and opening and closing procedures of the branch. May also include ATM and vault balancing, opening and closing procedures of the branch, etc. Acquire and maintain up-to-date knowledge of applicable policies, procedures, guidelines and bank operating systems
6 months customer service experience required
1 year successful sales experience where defined sales goals and accountabilities were routinely met or exceeded preferred
Demonstrated ability to work well in a team environment
Strong listening, verbal and written communication skills
Demonstrated ability to follow company policies, guidelines and procedures
Demonstrated ability to maintain confidentiality using tact and diplomacy

Financial Service Representative Resume Examples & Samples

Perform all aspects of new account opening procedures for all retail bank products
Possess a working knowledge of the Bank’s products and services
Cross-sell bank products, assist existing and prospective customers to expand relationships and to develop new business, through in-branch selling, telemarketing, direct mailings and in some cases, outside calls
Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention
Maintain open communication with Bank sales personnel such as Financial Consultants, Lenders, etc. Identify sales opportunities and make referrals to the Wealth Management Financial Consultants
Maintain a proactive practice of identifying opportunity and taking necessary steps to retain VIP customer relations
Proactively support branch new business promotions
Maintain an awareness of competitive products, practices, rates and changes in the local market
May be required to assist customers with reviewing, completing and signing loan documents for retail loan products
Answer customer inquiries and provide solutions to problems and make recommendations as appropriate
Perform customer service functions such as check orders, change of address, return mail processing, and other account maintenance changes
May prepare and monitor TCD loans
May process TCD interest payment changes
Supersede Signature Cards
College degree with business classes preferred, but not mandatory
2 – 3 years bank teller experience preferred
Thorough knowledge of Bank products and services
PC literate and typing proficient
Bilingual (English/Mandarin, Cantonese) a plus
Must be knowledgeable of and adhere to regulations and policies affecting new account processing

Customer Financial Service Representative With German Resume Examples & Samples

Handle Customer Portfolio for customers in Germany (approx. 170 customer accounts)
Solve Disputes
Allocate Bank transactions to correct account
Reconcile Bank Transactions with Receivables
Book Debits on corresponding GL account
Prepare Credit notes based on customers debit notes
Book transactions in Oracle
Create Payment Proposal for suppliers (SEPA, SEPA CUR, INTERNATIONAL)
Create Payment Proposal for NETTING
Sent proposal to AP Department
Process Payment Request
Save documentation and Payment file on server
Sent Payment Instruction and File to responsible person in order to process the payment
Create Write Off Payments to balance invoices and credits of one supplier

Email & Chat Financial Service Representative Resume Examples & Samples

Educate clients on brokerage industry to assist with their investment needs
Work in detail with margin accounts, buying power calculations and account balances
Provide SME support to team members
Demonstrated communication and interpersonal skills, especially the ability to listen and to explain complicated subjects
Ability to use basic math skills including addition, subtraction, multiplication and division, along with intermediate data entry/typing skills in a contact center environment
Intermediate level proficiency with Windows Operating Systems and Microsoft Word, Excel, PowerPoint, and Outlook
2+ years licensed online brokerage experience required
2+ years customer service experience required

Financial Service Representative Resume Examples & Samples

Meet and exceed sales and referral expectations by working with customers to build and deepen relationships by uncovering financialneeds, and recommending the best products, services and solutions to meet those needs. Ensure the customer'sneeds are met by partneringwiththeappropriate specialist (branch team, FC, and MLO) to serve the customer'sbanking, mortgage and investment needs. This may include participation in 'Call Nights'
Maintain operational standards including balancing cash drawers at the end of each shift, processing CTR reports andtransactions, and opening and closing procedures ofthe branch.May also include ATM and vault balancing, opening and closingprocedures of the branch, etc.Acquire and maintain up-to-date knowledge of applicable policies, procedures, guidelinesand bank operating systems
6 months customer service experiencer equired
Internal Use Only: Band K-Hrly

Financial Service Representative Resume Examples & Samples

College degree in business, accounting or finance preferred, but not required
1-2 years of cash handling, customer service in a retail environment, or sales experience preferred. Banking experience is a plus
Minimum 1 year new accounts, sales experience, or relevant banking experience
Motivated to consistently provide our customers with excellent service and help them achieve their financial goals
PC literate and typing proficient. Previous experience with data entry, 10-key, banking software, and Microsoft Word, Excel, PowerPoint and Outlook a plus
Detail-oriented and organized – can multi-task, work well under pressure and follow through on commitments
Excellent interpersonal, listening, and communication skills – can make personal connections, engage and educate the customer, ask open-ended questions, listen to establish trust and build lasting relationships
Demonstrated ability to assess customer needs, provide appropriate solutions or recommendations, and optimize sales opportunities to new and existing customers
Ability to work independently and as part of team
Ability to give and receive feedback to improve skills and job knowledge
Able to work weekends and extended hours as required to meet business demands
Bilingual English/Chinese (Mandarin or Cantonese) preferred
May obtain (optional) MLO (Mortgage Loan Originator) status to originate mortgage loans. Must possess an active registration or be eligible for registration under the Nationwide Licensing System & Registry (NMLS)
Able and willing to commute as required for business needs

Financial Service Representative Resume Examples & Samples

Ensures prompt and accurate response to clients call the customer service telephone line in a professional and courteous manner. Ensures prompt response and resolution to customers presenting in the cashier/front office in a positive and professional manner. Accurately posts monies collected from customers to the Financial System without error. Ensures daily deposits are accurately prepared and documented for pick up by security company. Ensures accuracy in the handling of all monetary transactions, including credit card, check and cash payments
Actively initiates, gathers, secure, verify and complete the financial assistance process. Obtains information necessary from confidential websites to be utilized in processing financial applications, bankruptcies, estates, and patient inquiries
Updates patient and/or guarantor demographic and financial information in computer system as necessary. Documents all issues and actions taken on account using financial systems, occurrence reporting system, emails, etc. Submit and/or resubmit adjusted claims as necessary
Actively initiates, gathers and completes the financial assistance process which may include the use of confidential access to various websites including the National Credit Bureau Credit Report. Secures and documents necessary verification, check stubs, bank statements, work history, etc. for application completion up to and including recommendation for account to written off A/R. Assures accuracy of financial applications processing by ensuring correctness of all applications, all relevant paperwork. Utilizes customer contact opportunity to address other issues with account as necessary (e.g. document completion, claims processing, payment arrangements, credit card payments, processing bankruptcies and estates)
Maintains knowledge and complies with federal, state and local policies related to collection of outstanding accounts. Maintain and complies with UB92 claim submission guidelines. Obtains complete and accurate billing information, documenting the appropriate billing system with accurate information in a timely manner. Identifies problem cases and brings them to the attention of the appropriate supervisor for follow up and resolution
Demonstrates behaviors consistent with identifying competencies and job requirements, skill validation, continuing education, mandatory in-services, safety training, annual TB testing and organizational integrity program
Maintains accurate records including tracking and monitoring of financial assistance process, credit card payments received, payment arrangements established, as well as bank loans discussed
Maintains computerized patient information logs
Actively works to resolve account issues working with all relevant parties to resolve billing and/or reimbursement issues. Acts as a liaison between the patient and the insurance carrier as the need arises
Participates in performance measurement and improvement
Performs other duties consistent with purpose of job as directed

Customer Financial Service Representative Resume Examples & Samples

Handle Customer Portfolio for customers in Eastern Europe, Russia and Export
Sent Statements / Reminders
Call customers
Escalate disputes to Customer Service and/or Sales
Sent missing invoice copies
Update Get Paid with contact information/payment promises/disputes
Propose stop dates and prepare stop lists for the meetings with the Coordinator
Monitor the daily credit limit exposure and overdues for our risk customers
Inform Order Management, Sales and Finance when credit limit is exceeded
Stop customer account in ORACLE
Inform Finance to stop account in MAPICS
Run two Reports with Sales Order Information from ORACLE
Combine both reports into one
Apply the corresponding hold for Prepayments in ORACLE were no payment received
Release Order / Order lines for customers on which payment received
Release customers when overdues are paid

Instore Bilingual Preferred Financial Service Representative Resume Examples & Samples

Utilizing resources to conduct consultative conversations and provide financial solutions that meet clients needs across all product and service lines – not limited to deposit and credit products
Identify and make appropriate referrals to other lines of business
Promote SunTrust products and services by prospecting for new client relationships throughout the host store
Cash handling
Risk Mitigation
Client authentication
Deposits and withdrawals
Payments and transfers
Consignment sales
Medical, Dental, and Vision Plans
Retirement Plan – 401k with matching
Life insurance
Time away from work – vacations and holidays
Professional development - SunTrust University, an in-house career growth and employee development program

Financial Service Representative Resume Examples & Samples

Process Transactions/Customer Service.Greet customers and ask questions to determine their needs. Process financial transactions(cash and non-cash banktransactions, balance inquiries, cashier'schecks, money orders,cash advances with credit cards, etc.) in an accurate and efficient manner in accordance with operationaland regulatory guidelines. Assist with customer questions and/or issues relatingto their accounts. Demonstrate strong customers service skills and the ability to resolve problems and prevent customer dissatisfaction. The FSR position is one of the primary transaction positions within a branch
Meet and exceed sales and referral expectations by working with customers to build and deepen relationships by uncovering financial needs, and recommending the best products, services and solutions to meet those needs. Ensure the customer's eeds are met by partnering with the appropriate specialist (branch team, FC, and MLO) to serve the customer'sbanking, mortgage and investment needs. This may include participation in 'Call Nights'
Maintain operational standards including balancing cash drawers at the end of each shift, processing CTR reports andtransactions, and opening and closing procedures ofthe branch. May also include ATM and vault balancing, opening and closingprocedures of the branch, etc. Acquire and maintain up-to-date knowledge of applicable policies, procedures, guidelines and bank operating systems

Float Financial Service Representative Resume Examples & Samples

Greet customers and ask questions to determine their needs
Welcome and establish relationships by getting to know every customer in order to provide an outstanding customer experience
Process financial transactions (cash and non-cash bank transactions, balance inquiries, cashier's checks, money orders, cash advances with credit cards, etc.) in an accurate and efficient manner in accordance with operational and regulatory guidelines
Assist with customer questions and/or issues relating to their accounts
Meet and exceed Teller referral expectations by acquiring and maintaining knowledge of bank products and financial services
Educate customers on bank products and financial services and make referrals to a banker when a potential opportunity has been identified. This may include participation in 'Call Nights'
Maintain operational standards including balancing cash drawers at the end of each shift, processing CTR reports and transactions, and opening and closing procedures of the branch. May also include ATM and vault balancing
Acquire and maintain up-to-date knowledge of applicable policies, procedures, guidelines and bank operating systems
Ensure compliance with applicable federal, state and local laws and regulations. Complete all required compliance training. Maintain knowledge of and adhere to Flagstar's internal compliance policies and procedures. Take responsibility to keep up to date with changing regulations and policies

Patient Financial Service Representative Resume Examples & Samples

Follows up on all requests in a timely and courteous manner
Accurately posts self pay type payments according to standard procedures. Resolves refund and credit balance issues
Processes estate, legal, budget, free care and other financial classes as directed
Fosters excellent quality customer service standards in daily operations
Corrects unsatisfactory conditions that may arise or notifies manager or others of any discrepancies
Complies with established departmental policies, procedures, and objectives
Participates in performance improvement initiatives as required
One year customer service experience
Demonstrates in-depth knowledge of third party billing or successful completion of related college courses
Demonstrates excellent interpersonal, organizational and communication skills
Knowledge of various software applications such as Microsoft Word, Excel, Outlook, etc
Must demonstrate a professional and courteous manner when interacting with customers and co-workers

Financial Service Representative Resume Examples & Samples

Perform all aspects of new account opening procedures for all retail Bank products
Cross-sell Bank products. Assist existing and prospective customers by expanding relationships to develop new business through in-branch selling, telemarketing, direct mailings and in some cases, outside calls
Provide quality personalized customer service. Maintain frequent customer contact to expand relationships and ensure customer retention
Maintain open communication with Bank sales employees such as Financial Consultants, Lenders, etc. Identify sales opportunities and make referrals to the Wealth Management Financial Consultants
Maintain a proactive practice of identifying opportunities and taking necessary steps to retain VIP customer relations
Answer customer inquiries, provide problem resolution and make recommendations as appropriate
Perform customer service functions such as check orders, changes of address, return mail processing, and other account maintenance
Education: College degree with business classes preferred, but not mandatory
Experience: 2-3 years of bank teller experience preferred. Thorough knowledge of bank products and services
Skills/Ability: PC literate and typing proficient. Detail oriented, strong communication skills and ability to function in a team environment. Bilingual (English/Mandarin or Cantonese) a plus. Must be knowledgeable of and adhere to regulations and policies affecting new account processing. If not currently a licensed MLO, obtaining the license will be requested. Willingness to travel within a 25-mile radius of the New York region in the Queens/Manhattan/Brooklyn area