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Custodian or Broker or Wealth or Southlake resumes in Columbus, OH, 43215

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Resume alert Resumes 41 - 50 of 290

Customer Service High School

Columbus, OH
... Responsible for evaluating borrower’s financials’ wealth. Responsible for initiating loan to borrowers. Responsible for collecting monthly payments from borrowers. Epidor Food Mart, Port-Au-Prince, Haiti September 2011- January 2014 Cahsier _ ... - 2023 Nov 24

Data Engineer Power Bi

Columbus, OH
... functional teams Exceptional written and oral communication skills Verticals: Health Care Benefit Management (Membership, Agent / Broker, Underwriting, Product / Plan) TRAINING MAX Technical Training Mason, OH 05.23 – 08.23 Data Analytics Bootcamp ... - 2023 Nov 12

Customer Service Administrative Assistant

Columbus, OH
... JP Morgan Chase Bank, Westerville, Ohio (Polaris) - Feb 2014-Nov 2014 CWM Compliance Investigator (Pre-hire process for broker dealers) Communicate with Managers and HR contacts regarding the securities process and registration for broker dealers. ... - 2023 Oct 03

Call Center Customer Service

Columbus, OH
... COMPANY Investment Specialist – Plano, TX 9/1995-6/1999 and, Charlotte, NC 6/1999-1/2000 Responsible for building customer relationships, sales of stocks, bonds, options and mutual funds using asset allocation, estate planning and wealth management. ... - 2023 Sep 15

Order Management Customer Service

Columbus, OH
... Key strengths and competencies: Licensed Customs Broker holder. Cost Minimization and Profit maximization. In-Depth Knowledge of International shipping/custom brokerage regulations worldwide. Training and Leadership. Good relationship with vendors, ... - 2023 Aug 12

Loan Officer Real Estate

Hilliard, OH
... – manager Broker’s Choice Appraisal Management, LLC 2008-2010 Loan Officer and processor – Flagship Mortgage Corporation 2007-2008 Loan Officer and processor – American Equity Mortgage Corporation 1993-2007 Owner/President – 5 store Image Mart, Inc. ... - 2023 Aug 06

Customer Service Account Executive

Columbus, OH
... Consumer Financial Consulting Senior Processing Manager/Loan Officer 2003-2004 Versed in processing FHA, VA, Conforming and Non-Conforming loans for 18 Loan Officers with this local Mortgage Broker. Active in marketing aspects and strategies on ... - 2023 Aug 03

Claims Adjuster Customer Service

Columbus, OH
... Developed new business from existing accounts and assigned leads as well as assisted the broker production goals. Provided regional “concierge” level assistance on the servicing and management of the accounts in my book of business. Developed new ... - 2023 Jul 30

Mainframe Developer Software

Dublin, OH
... Software Developer Team Size 5 Module Performance Plus/PPLUS (Agent/Broker compensation system) Description This project includes working on small enhancements, defects and batch cycle support. Technology Used COBOL, JCL, SQL, DB2, VSAM, CICS, ... - 2023 Jun 21

Scrum Master Business Analyst

Delaware, OH
... Experience with Wealth Management, Digital, CIB, Retail, Asset Management, CCB, etc. Lines of Business requirements. Attended offshore team daily scrums, Sprint planning meetings, Backlog refinement meetings, and retrospectives. Attended Scrum of ... - 2023 Jun 05
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