Job Description
Job Description
Headquartered in Hawaii with offices in Colorado, E.A. Buck is a forward-thinking wealth management firm that is seeking a New Business Processor to join our expanding team.
The ideal candidate will be process oriented, have an eye for detail and work with a sense of urgency. Ability to work autonomously but also thrive in a high teamwork, low drama corporate culture is a must.
NOTE : This candidate will be located in Honolulu, Hawaii.
Responsibilities :
- Review and process Life Insurance, Annuity, and Security new business in an efficient manner
- Process and handle client service requests : address changes, names changes, beneficiary changes, ownership changes, distribution requests, death claims, etc.
- Update and maintain accurate client records
- Professionally handle incoming / outgoing client inquiries by phone or email
- Compile and record client data accurately in the CRM system
- Organize and oversee special projects
Minimum Job Requirements :
- Minimum one year of work experience in an office environment
- Strong verbal and written communication skills
- Detail oriented
- Skilled in Microsoft Office / Excel / Word / Adobe
- College degree preferred
Additional Expectations :
- Highly motivated and deadline driven
- Ability to organize and prioritize tasks
- Holds self and others accountable for ensuring that results are achieved
Salary / Benefits Package :
- Pay is based on experience
- Competitive benefits package including 100% employer paid health, dental and vision insurance. Eligibility to enroll in a health savings account, flexible savings account, and more.
- Paid vacation (PTO) and paid holidays.
- Company parking allowance.
- Join our mission-driven company and partake in company profit sharing and 401k generous matching!
Normal Business Hours, Monday - Friday
This is a full-time regular non-exempt position.
New Business Processor (Denver, CO)
Buck is a forward-thinking wealth management firm that is seeking a New Business Processor to join our expanding team. Review and process Life Insurance, Annuity, and Security new business in an efficient manner. Ability to work autonomously but also thrive in a high teamwork, low drama corporate cu...
Perfusionist - Honolulu, HI - New Grads Welcome
The successful candidate must bring a high level of ethical, intellectual, professional and personal values that complement the team and company vision. This is an exciting opportunity to join our growing team of five (5) perfusionists (will be a six person team) supporting five (5) talented surgeon...
Loan Officer
The Loan Officer is responsible for originating retail mortgage loans, maintaining and building referral source relationships through identification and coordination of appropriate products, services, and the expertise of Finance Factors. Completes mortgage loans by monitoring collection, verificati...
Mortgage Loan Officer - Home Loans Division
Responsible for managing relationships and generating new mortgage loans from Realtors, referral partners, prospective homebuyers and borrowers. Individually originate and close a minimum level in residential mortgage loans per month. Interview applicants to determine their ability to qualify for a ...
Mortgage Loan Officer
Responsible for soliciting, negotiating, underwriting and coordinating the closing of mortgage loans in compliance with the Bank’s lending policies and procedures; Develops business relationships with customers; Promotes business for the Bank. Originate and generate new mortgage loans. Coordinate an...
Sr. Loan Officer
We service our own loans, your picture and contact info stay on their mortgage coupon. Lock loans at point of sale, request initial documents from the customer, and submit an initial, paperless loan package to production staff. Inside Loan Agents receive 100% inbound calls from qualified home shoppe...
Remote Administrative Assistant (No Experience Required) - Earn $25/hr-$45/hr, Full-Time/Part-Time, Flexible hours
...
Loan Officer Outside Sales
It is the responsibility of a Loan Officer to analyze a borrower’s financial and credit data to determine creditworthiness and the probability of financial security in repayment efforts. Meets with clients in person to sell mortgage loan products/packages. The main function of this position is to pr...
Loan Officer - Honolulu, HI
As a Loan Officer at Veterans United, you enhance the lives of your borrowers by delivering unprecedented customer service. Your day will largely be filled with working with borrowers to determine their homebuying needs and working with the rest of the loan team to provide a smooth loan experience t...
Administrative Assistant
The Administrative Assistant is required to complete assigned duties as this will impact the outcomes for the Plan Operations Division. Administrative Assistant or Office Coordinator. To coordinate a demanding workload and provide administrative support to the Plan Operations team in the most effici...