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      • Mankato, Minnesota
      • Temporary
      • $16.89 - $20.92 per hour
      • 8:00 AM - 5:00 PM
      What a great, professional opportunity to grow in to! Our clientt, right here in Mankato is seeking a professional, driven individual for their Insurance Client Service Specialist role! Responsible for performing typing and various other clerical activities related to the preparation and submission of insurance applications and/or claims. Assists insurance agency staff in filing, proofreading and basic calculations as needed.Responsibilities:Communicate with current and potential clients resolving concerns.Contact current and potential clients via phone and/or email to set appointments for agent.Prospect for new clients and identify cross-sell and up sell opportunities with current clients.Set priorities and manage workflows to ensure efficient, perform timely and accurate processing of transactions.Process policy payments, endorsements, and certificate requests. Set follow up activity to assure request were properly completed.Assist clients in submitting loss notices and maintain follow up to ensure timely claims settlement.Maintain orderly electronic files and information, following agency standards.Compile and update client lists and databases.Prepare insurance proposals, review documents and forms required to bind insurance products, as directed by licensed staff.Assist agent with additional activities as assigned to achieve office growth and retention objectives.Obtain referrals from current clients and centers of influence, in addition to generating referrals for United Prairie Bank and United Prairie Financial Network.Attend required training and continuing education programs regarding insurance products and financial and insurance regulationsAttend and complete necessary training as required throughout the year.Abide by all policies, procedures and regulations of United Prairie.Review, acknowledge and comply with all end user security requirements stated in the Information Security ? End User Policy and Statement of Understanding.Utilize all communication tools available including, but not limited to; the company intranet, email, and instant messaging.Any and all other duties as assigned by your supervisor and/or management.Working hours: 8:00 AM - 5:00 PMSkills:Accountability - Accepting responsibility that results in anticipation/prevention of problem areas from actions, and problem solving inside and outside the department/organization.Attention to Detail - Taking responsibility for a thorough and detailed method of working.Customer Focus - Knowing the (internal and external) customer business needs and acting accordingly; anticipating customer needs, and giving high priority to customer satisfaction and customer service.Planning and Organizing - Setting priorities and defining actions, time, and resources needed to achieve predefined goals.Teamwork - Working as a productive member of a cohesive group toward a common goal, and contributing to team development and effective team dynamics.Education:High SchoolExperience:1-4 yearsQualifications:High school diploma or GED requiredMust obtain MN Property / Casualty and / or Life, Accident & Health Insurance License within 180 days of employmentOccasional day travel may be required for training/meeting purposes1-3 years of experience in sales or customer service2 or more years of related experience in an Insurance office preferred Don't wait! Apply today!Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. No one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.
      What a great, professional opportunity to grow in to! Our clientt, right here in Mankato is seeking a professional, driven individual for their Insurance Client Service Specialist role! Responsible for performing typing and various other clerical activities related to the preparation and submission of insurance applications and/or claims. Assists insurance agency staff in filing, proofreading and basic calculations as needed.Responsibilities:Communicate with current and potential clients resolving concerns.Contact current and potential clients via phone and/or email to set appointments for agent.Prospect for new clients and identify cross-sell and up sell opportunities with current clients.Set priorities and manage workflows to ensure efficient, perform timely and accurate processing of transactions.Process policy payments, endorsements, and certificate requests. Set follow up activity to assure request were properly completed.Assist clients in submitting loss notices and maintain follow up to ensure timely claims settlement.Maintain orderly electronic files and information, following agency standards.Compile and update client lists and databases.Prepare insurance proposals, review documents and forms required to bind insurance products, as directed by licensed staff.Assist agent with additional activities as assigned to achieve office growth and retention objectives.Obtain referrals from current clients and centers of influence, in addition to generating referrals for United Prairie Bank and United Prairie Financial Network.Attend required training and continuing education programs regarding insurance products and financial and insurance regulationsAttend and complete necessary training as required throughout the year.Abide by all policies, procedures and regulations of United Prairie.Review, acknowledge and comply with all end user security requirements stated in the Information Security ? End User Policy and Statement of Understanding.Utilize all communication tools available including, but not limited to; the company intranet, email, and instant messaging.Any and all other duties as assigned by your supervisor and/or management.Working hours: 8:00 AM - 5:00 PMSkills:Accountability - Accepting responsibility that results in anticipation/prevention of problem areas from actions, and problem solving inside and outside the department/organization.Attention to Detail - Taking responsibility for a thorough and detailed method of working.Customer Focus - Knowing the (internal and external) customer business needs and acting accordingly; anticipating customer needs, and giving high priority to customer satisfaction and customer service.Planning and Organizing - Setting priorities and defining actions, time, and resources needed to achieve predefined goals.Teamwork - Working as a productive member of a cohesive group toward a common goal, and contributing to team development and effective team dynamics.Education:High SchoolExperience:1-4 yearsQualifications:High school diploma or GED requiredMust obtain MN Property / Casualty and / or Life, Accident & Health Insurance License within 180 days of employmentOccasional day travel may be required for training/meeting purposes1-3 years of experience in sales or customer service2 or more years of related experience in an Insurance office preferred Don't wait! Apply today!Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. No one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.
      • Kalispell, Montana
      • Permanent
      • $57,000 - $86,000 per year
      • 8:00 AM - 5:00 PM
      Seeking an Experienced Commercial Loan Officer who will successfully obtain, manage and build profitable account relationships with the majority clients being complex business members. Interact with business owners on a daily basis and proactively identify financial products that may benefit the business. Ensures the overall success and growth of an assigned portfolio by deepening relationships of existing members and through the acquisition of new members.Responsibilities:-Perform all projects as requested by Commercial Loan Manager-Maintain ongoing communication with Commercial Loan Manger, informing them of all pertinent problems, new developments, changes and other information.-Maintain knowledge of loan programs (both Federal and State) including but not limited to SBA, B&I, and MBOI programs. -Pass on to other Lending personnel loans which would present a conflict of interest.-Meet with applicants to obtain information for loan applications and to answer questions about the process; explain the different types of loans and credit options that are available, as well as the terms of those services.-Obtain and compile copies of applicants' credit histories, corporate financial statements, and other financial information; and analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.-Submit applications to credit analysts for verification and recommendation.-Approve commercial loans within specified limits, and refer loan applications outside those limits to management for approval-Determine loan terms, amounts to be advances and conditions of repayment.-Maintain clear, concise and current Commercial Loan files; and periodically review loan agreements to ensure that they are complete and accurate according to policy.-Serve as primary contact with Commercial Loan Members throughout lifetime of the loan.-Stay abreast of all compliance and regulatory laws relating to Commercial Loan practices.Working hours: 8:00 AM - 5:00 PMSkills:-Outstanding customer service and able to handle customer complaints and take appropriate action to resolve them.-Work with Collections Department with regards to delinquent loans.Education:AssociateExperience:4-7 yearsQualifications:-A.A. or Bachelor's Degree required.-Educational background in finance, accounting or banking preferred but not required.-5+ years professional experience in Commercial Lending required.-Ability to be bonded required Company offers a great benefit package and Pay is DOE!Apply online today at www.spherion.com/apply/75034Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.
      Seeking an Experienced Commercial Loan Officer who will successfully obtain, manage and build profitable account relationships with the majority clients being complex business members. Interact with business owners on a daily basis and proactively identify financial products that may benefit the business. Ensures the overall success and growth of an assigned portfolio by deepening relationships of existing members and through the acquisition of new members.Responsibilities:-Perform all projects as requested by Commercial Loan Manager-Maintain ongoing communication with Commercial Loan Manger, informing them of all pertinent problems, new developments, changes and other information.-Maintain knowledge of loan programs (both Federal and State) including but not limited to SBA, B&I, and MBOI programs. -Pass on to other Lending personnel loans which would present a conflict of interest.-Meet with applicants to obtain information for loan applications and to answer questions about the process; explain the different types of loans and credit options that are available, as well as the terms of those services.-Obtain and compile copies of applicants' credit histories, corporate financial statements, and other financial information; and analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.-Submit applications to credit analysts for verification and recommendation.-Approve commercial loans within specified limits, and refer loan applications outside those limits to management for approval-Determine loan terms, amounts to be advances and conditions of repayment.-Maintain clear, concise and current Commercial Loan files; and periodically review loan agreements to ensure that they are complete and accurate according to policy.-Serve as primary contact with Commercial Loan Members throughout lifetime of the loan.-Stay abreast of all compliance and regulatory laws relating to Commercial Loan practices.Working hours: 8:00 AM - 5:00 PMSkills:-Outstanding customer service and able to handle customer complaints and take appropriate action to resolve them.-Work with Collections Department with regards to delinquent loans.Education:AssociateExperience:4-7 yearsQualifications:-A.A. or Bachelor's Degree required.-Educational background in finance, accounting or banking preferred but not required.-5+ years professional experience in Commercial Lending required.-Ability to be bonded required Company offers a great benefit package and Pay is DOE!Apply online today at www.spherion.com/apply/75034Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.
      • Kalispell, Montana
      • Permanent
      • $141,000 - $235,000 per year
      • Various Shifts Available
      Responsible for coordinating external loan audits, internal and external loan review programs, annual reviews by credit department personnel, and collateral documentation review systems. Develops and monitors companies risk grading system, monitors criticized asset levels through action plan implementation activities, and manages loan delinquencies, non-accruals, OREO, and foreclosure actions.Responsibilities:-Interprets and provides written analysis of credit-related reports provided to the business lending staff.-Assists in the annual review and development of the loan policy and ensures consistency throughout. Maintains a strong credit culture within the commercial and retail lending operations.-Coordinates the company's credit underwriting and delinquency follow up.-Participates in or actively leads special projects pertaining to credit administration or other company-wide initiatives.-Assembles information and reports pursuant to regulatory exams and outside audits.-Provides guidance to loan officers and credit analysis staff on the company's overall lending policy, noting significant trends and recommending policy changes if necessary.-Manages direct reports to maximize productivity, efficiency, and the potential of the human assets of the company, including: hiring, directing job assignments, monitoring staff performance, coaching, counseling, training, assuring compliance with regulatory requirements and organizational mission, values, policies and work rules. Appraises performance and provides recommendations for staff compensation, promotion, and termination, as appropriate.-Maintain positive and mentoring relationship with all supervised employees.-Handles personnel issues directly; use appropriate discretion and respect for all involved.-Effectively communicates relevant credit-related information to CEO.-Consistently goes above and beyond expected work schedule to accomplish what is needed for Real Estate Lending, Commercial Lending, Credit Administration, and the organization as a whole.Working hours: Various Shifts AvailableSkills:-Ability and willingness to implement strategic goals.-Ability to communicate effectively verbally, in writing with Supervisor, Members, Volunteers, Co-workers, and Senior Management Team.-Excellent problem solving and negotiation skills.-Strong analytical and organizational skills.-Knowledge of: Bankruptcy Code, FCRA, and other regulations governing business and regulatory licensing.-Ability to produce effective written policy documents, using proper sentence structures, punctuation, grammar, and spelling.-Ability to manage time, resources and personnel.-Working knowledge of principles and practices of supervision, training and performance evaluation.-Ability to prioritize work and oversee multiple simultaneous projects.-Ability to obtain additional professional training and/or certifications.-Ability and willingness to work with a variety of office equipment and software systems.-Active participation in events sponsored by the company-Active participation in community-centered events and organizations.Education:AssociateExperience:7-10 yearsQualifications:-Associates or Bachelor's degree in accounting, finance or banking required.-Comprehensive knowledge of credit processes and regulations required.-8-10 years professional experience in credit management.-3-5 years supervisory experience preferred Apply online today at www.spherion.com/apply/75034Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. No one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.
      Responsible for coordinating external loan audits, internal and external loan review programs, annual reviews by credit department personnel, and collateral documentation review systems. Develops and monitors companies risk grading system, monitors criticized asset levels through action plan implementation activities, and manages loan delinquencies, non-accruals, OREO, and foreclosure actions.Responsibilities:-Interprets and provides written analysis of credit-related reports provided to the business lending staff.-Assists in the annual review and development of the loan policy and ensures consistency throughout. Maintains a strong credit culture within the commercial and retail lending operations.-Coordinates the company's credit underwriting and delinquency follow up.-Participates in or actively leads special projects pertaining to credit administration or other company-wide initiatives.-Assembles information and reports pursuant to regulatory exams and outside audits.-Provides guidance to loan officers and credit analysis staff on the company's overall lending policy, noting significant trends and recommending policy changes if necessary.-Manages direct reports to maximize productivity, efficiency, and the potential of the human assets of the company, including: hiring, directing job assignments, monitoring staff performance, coaching, counseling, training, assuring compliance with regulatory requirements and organizational mission, values, policies and work rules. Appraises performance and provides recommendations for staff compensation, promotion, and termination, as appropriate.-Maintain positive and mentoring relationship with all supervised employees.-Handles personnel issues directly; use appropriate discretion and respect for all involved.-Effectively communicates relevant credit-related information to CEO.-Consistently goes above and beyond expected work schedule to accomplish what is needed for Real Estate Lending, Commercial Lending, Credit Administration, and the organization as a whole.Working hours: Various Shifts AvailableSkills:-Ability and willingness to implement strategic goals.-Ability to communicate effectively verbally, in writing with Supervisor, Members, Volunteers, Co-workers, and Senior Management Team.-Excellent problem solving and negotiation skills.-Strong analytical and organizational skills.-Knowledge of: Bankruptcy Code, FCRA, and other regulations governing business and regulatory licensing.-Ability to produce effective written policy documents, using proper sentence structures, punctuation, grammar, and spelling.-Ability to manage time, resources and personnel.-Working knowledge of principles and practices of supervision, training and performance evaluation.-Ability to prioritize work and oversee multiple simultaneous projects.-Ability to obtain additional professional training and/or certifications.-Ability and willingness to work with a variety of office equipment and software systems.-Active participation in events sponsored by the company-Active participation in community-centered events and organizations.Education:AssociateExperience:7-10 yearsQualifications:-Associates or Bachelor's degree in accounting, finance or banking required.-Comprehensive knowledge of credit processes and regulations required.-8-10 years professional experience in credit management.-3-5 years supervisory experience preferred Apply online today at www.spherion.com/apply/75034Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. No one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.
      • Kalispell, Montana
      • Temp to Perm
      • $15.91 - $23.00 per hour
      • Various Shifts Available
      Will work under direct supervision, assist Construction Loan Originator with a variety of tasks in order to ensure smooth and profitable operations of origination and maintenance of Construction Loans. Gather all types of financial and other information from members and outside agencies for analysis and underwriting of consumer loans.Responsibilities:-Maintain member confidentiality for all documentation and records.-Conduct closing with borrowers in Originators absence, including reviewing documents with members as well as obtaining all required signatures in the appropriate areas.-Create loan files: follow up on any signatures needed as well as any other loan document exceptions and issues.-Order inspections for Draw Requests and track associated fees.-Advance member lines of credit, including filling out journal tickets, waiver of lien forms and construction draw requests.-Monitor and balance receipts compared to draw requests as well as total of draws to loan balance and report discrepancies to supervisor.-Track receipt and completeness, of Lien Waivers and W-9's.-Keep progress reports up to date and alert Originator of any red flags and/or the need for additional items.-Request and follow-up on homeowner's insurance, homeowner's association insurance and flood insurance, as well as verification of mortgagee clause information and loan number.-Notary Public for the State of Montana.-Assign Point of Sale (online applications) to requested loan originators or to a loan originator that works in the area of subject property for better accessibility for the member.-Thoroughly explain the loan process to members so they understand the time frame of the application of their loan.-Answer questions related to the various disclosures that are sent to members.-Obtain property information such as property tax and Montana cadastral information.-Prepare checks, journal tickets, etc. for loan processing.-Prepare document requests to send to Quality Assurance department with all applicable verification's for modification requests, balloon renewals and term extensions.-Send to members the appropriate documents to open an account -Prepare and review loan files and evaluate for completeness.-Order appraisals from ARD as requested by Originator.-Answer phone and greet walk-in members in a competent and professional manner. Direct all inquiries to appropriate personnel and take messages for originators.-Coordinate meetings for Mortgage Loan Originators; prepare internal documents and reports; type letters and meeting minutes.-Prepare credit information for use by Mortgage Loan Originators, address any discrepancies relating to Red Flags and detail action taken in the form of a loan note.Working hours: Various Shifts AvailableSkills:-Ability to organize and prioritize multiple projects, multi-task, and work in stressful situations without direct supervision from time to time-Excellent verbal and written communication skills-Ability to follow oral and written instructions-The ability and willingness to work with a variety of general office equipment including Excel, Word and Vision software; as well as typing, keyboarding and 10- key skills.Education:High SchoolExperience:1-4 yearsQualifications:-High school diploma required-3-5 years banking experience required-Basic knowledge of consumer, real estate and commercial loan required-Ability to pass a background check and credit check Apply online today at www.spherion.com/apply/75034Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. No one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.
      Will work under direct supervision, assist Construction Loan Originator with a variety of tasks in order to ensure smooth and profitable operations of origination and maintenance of Construction Loans. Gather all types of financial and other information from members and outside agencies for analysis and underwriting of consumer loans.Responsibilities:-Maintain member confidentiality for all documentation and records.-Conduct closing with borrowers in Originators absence, including reviewing documents with members as well as obtaining all required signatures in the appropriate areas.-Create loan files: follow up on any signatures needed as well as any other loan document exceptions and issues.-Order inspections for Draw Requests and track associated fees.-Advance member lines of credit, including filling out journal tickets, waiver of lien forms and construction draw requests.-Monitor and balance receipts compared to draw requests as well as total of draws to loan balance and report discrepancies to supervisor.-Track receipt and completeness, of Lien Waivers and W-9's.-Keep progress reports up to date and alert Originator of any red flags and/or the need for additional items.-Request and follow-up on homeowner's insurance, homeowner's association insurance and flood insurance, as well as verification of mortgagee clause information and loan number.-Notary Public for the State of Montana.-Assign Point of Sale (online applications) to requested loan originators or to a loan originator that works in the area of subject property for better accessibility for the member.-Thoroughly explain the loan process to members so they understand the time frame of the application of their loan.-Answer questions related to the various disclosures that are sent to members.-Obtain property information such as property tax and Montana cadastral information.-Prepare checks, journal tickets, etc. for loan processing.-Prepare document requests to send to Quality Assurance department with all applicable verification's for modification requests, balloon renewals and term extensions.-Send to members the appropriate documents to open an account -Prepare and review loan files and evaluate for completeness.-Order appraisals from ARD as requested by Originator.-Answer phone and greet walk-in members in a competent and professional manner. Direct all inquiries to appropriate personnel and take messages for originators.-Coordinate meetings for Mortgage Loan Originators; prepare internal documents and reports; type letters and meeting minutes.-Prepare credit information for use by Mortgage Loan Originators, address any discrepancies relating to Red Flags and detail action taken in the form of a loan note.Working hours: Various Shifts AvailableSkills:-Ability to organize and prioritize multiple projects, multi-task, and work in stressful situations without direct supervision from time to time-Excellent verbal and written communication skills-Ability to follow oral and written instructions-The ability and willingness to work with a variety of general office equipment including Excel, Word and Vision software; as well as typing, keyboarding and 10- key skills.Education:High SchoolExperience:1-4 yearsQualifications:-High school diploma required-3-5 years banking experience required-Basic knowledge of consumer, real estate and commercial loan required-Ability to pass a background check and credit check Apply online today at www.spherion.com/apply/75034Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. No one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

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