Talent.com
Investor Services Consultant

Investor Services Consultant

VirtualVocationsAbilene, Texas, United States
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

A company is looking for an Investor Services Consultant.

Key Responsibilities

Coordinate investor onboarding processes and maintain accurate records in client systems

Manage ongoing account activities, including document uploads and communication with stakeholders

Monitor and respond to investor requests while ensuring compliance and quality service

Required Qualifications, Training, and Education

Bachelor's Degree preferred

Experience with Salesforce or similar CRM systems is a plus

Strong analytical and critical thinking abilities

Proficient in Microsoft Office, with intermediate Excel skills

Ability to maintain confidentiality of sensitive information

serp_jobs.job_alerts.create_a_job

Service Consultant • Abilene, Texas, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Chief Investment Officer

Chief Investment Officer

VirtualVocationsAbilene, Texas, United States
serp_jobs.job_card.full_time
A company is looking for a Chief Investment Officer to define and lead its investment vision and strategy.Key Responsibilities Oversee a portfolio exceeding $1 billion in annual media billings an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Connecticut Licensed Loan Officer

Connecticut Licensed Loan Officer

VirtualVocationsAbilene, Texas, United States
serp_jobs.job_card.full_time
A company is looking for a Loan Advisor - Loan Officer for Real Estate Investors.Key Responsibilities Serve as a trusted advisor to real estate investors, guiding them through loan programs Mana...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Loan Officer

Loan Officer

VirtualVocationsAbilene, Texas, United States
serp_jobs.job_card.full_time
A company is looking for a Loan Officer.Key Responsibilities Originate loan applications Analyze applicants' financial status, credit, and property evaluations Determine the feasibility of gran...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Investor Support Specialist

Investor Support Specialist

VirtualVocationsAbilene, Texas, United States
serp_jobs.job_card.full_time
A company is looking for an Investor Support Specialist to provide front-line support to investors and assist with back-office processes related to Transfer Agent and Fund Operations.Key Responsibi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
South Carolina Licensed Loan Officer

South Carolina Licensed Loan Officer

VirtualVocationsAbilene, Texas, United States
serp_jobs.job_card.full_time
A company is looking for a Reverse Mortgage Inside Sales Loan Officer.Key Responsibilities Analyze customers' financial situations to provide tailored financial solutions Build rapport with pote...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Insurance Sales Agent - Completed Training Required

Insurance Sales Agent - Completed Training Required

Platinum Supplemental InsuranceAbeline, Texas
serp_jobs.job_card.full_time
Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Senior Underwriter - Texas Licensed

Senior Underwriter - Texas Licensed

VirtualVocationsAbilene, Texas, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Servicing Underwriter to manage the underwriting of various loan types according to established guidelines. Key Responsibilities Review mortgage applications and ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Debt Advisor

Debt Advisor

VirtualVocationsAbilene, Texas, United States
serp_jobs.job_card.full_time
A company is looking for a Sales - Debt Advisor.Key Responsibilities Manage the full cycle of sales for inbound and outbound calls, including scheduling follow-ups and closing deals Educate pote...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
California Licensed Reverse Mortgage Officer

California Licensed Reverse Mortgage Officer

VirtualVocationsAbilene, Texas, United States
serp_jobs.job_card.full_time
A company is looking for a Reverse Mortgage Loan Officer.Key Responsibilities : Source and generate leads for reverse mortgage loans while advising seniors on financial products Consult with cust...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
DE Licensed Mortgage Underwriter

DE Licensed Mortgage Underwriter

VirtualVocationsAbilene, Texas, United States
serp_jobs.job_card.full_time
Key Responsibilities Review and underwrite loan files for compliance with company guidelines Approve or decline loans within assigned authority and communicate decisions effectively Analyze loa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
FHA VA Licensed Underwriter

FHA VA Licensed Underwriter

VirtualVocationsAbilene, Texas, United States
serp_jobs.job_card.full_time
A company is looking for a Retail Staff Underwriter II to support the retail and wholesale platform in underwriting tasks. Key Responsibilities Assist underwriters and processors with loan questio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Finance Lead

Finance Lead

VirtualVocationsAbilene, Texas, United States
serp_jobs.job_card.part_time
A company is looking for a Finance (FP&A) Lead - Part-time or Consultant.Key Responsibilities Lead financial planning, forecasting, and budgeting processes Partner with leadership to provide fin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Compliance Underwriter II

Compliance Underwriter II

VirtualVocationsAbilene, Texas, United States
serp_jobs.job_card.full_time
A company is looking for a TE Compliance Underwriter II to perform compliance reviews and ensure regulatory requirements are met. Key Responsibilities Review and capture loan data from various mor...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Finance Executive

Finance Executive

VirtualVocationsAbilene, Texas, United States
serp_jobs.job_card.full_time
A company is looking for a Head of Finance.Key Responsibilities : Develop and lead the overall financial strategy, including annual planning and capital allocation Act as a strategic partner to t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Kansas Licensed Financial Advisor

Kansas Licensed Financial Advisor

VirtualVocationsAbilene, Texas, United States
serp_jobs.job_card.full_time
A company is looking for a Financial Advisor.Key Responsibilities Network to discover and attract new talent for team growth Coach and develop new Financial Professionals through training and ex...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Property Underwriter

Property Underwriter

VirtualVocationsAbilene, Texas, United States
serp_jobs.job_card.full_time
A company is looking for an Underwriter II to join their E&S Property team.Key Responsibilities Develop and maintain an E&S Property portfolio by executing the department's business plan Analyze...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Senior Mortgage Underwriter

Senior Mortgage Underwriter

VirtualVocationsAbilene, Texas, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Mortgage Loan Underwriter.Key Responsibilities Evaluate loan applications and verify applicant information for eligibility Ensure compliance with mortgage produ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Non-Conforming Loan Underwriter

Non-Conforming Loan Underwriter

VirtualVocationsAbilene, Texas, United States
serp_jobs.job_card.full_time
A company is looking for a Non-Conforming Loan Underwriter.Key Responsibilities Analyze loan files for compliance with company and investor guidelines Communicate loan decisions to relevant part...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
SAP Financial Consultant

SAP Financial Consultant

VirtualVocationsAbilene, Texas, United States
serp_jobs.job_card.full_time
A company is looking for an SAP Financial Consultant to design, implement, and support SAP financial solutions.Key Responsibilities Lead and support SAP FI / CO module implementations, including re...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Investment Associate

Investment Associate

VirtualVocationsAbilene, Texas, United States
serp_jobs.job_card.full_time
A company is looking for an Investment Associate to join their sourcing team.Key Responsibilities Source startups that meet investment criteria Develop relationships with startups and collaborat...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days