Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Loan Processing & Client Support Associate

Woodforest National Bank

Woodforest National Bank in Frisco, Texas is looking for a Relationship Associate I to provide administrative services and customer assistance in loan servicing. The position focuses on coordinating documentation, processing, and customer support throughout the loan lifecycle. Ideal candidates should have 3-5 years of banking experience, strong organizational and customer service skills, and proficiency in Microsoft Office. This full-time role offers opportunities for growth and values integrity, ownership, and service. #J-18808-Ljbffr

Vacancy posted 8 hours ago
Similar jobs that could be interesting for youBased on the Loan Processing & Client Support Associate in Frisco, TX vacancy
  •  ...Organization, Teamwork, Time Management, Word Processing Software Address: 1 COWBOYS WAY:...  ...are guided by living shared values of Client First, Integrity, Collaboration, Respect...  ...Maintaining a workplace where our employees feel supported to perform at their best, effectively... 
    Suggested
    Full time

    Royal Bank of Canada

    Frisco, TX
    4 days ago
  •  ...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage...  ...that fosters a collaborative and supportive culture where employees can thrive....  ...while increasing share of wallet. Processes a variety of customer interactions.... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Frisco, TX
    4 days ago
  •  ...Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software Additional Job Details Address: 1 COWBOYS WAY:FRISCO City: Frisco Country: United States of America Work hours/... 
    Suggested
    Full time

    RBC

    Frisco, TX
    4 days ago
  •  ...Registered Wealth Management Client Associate Frisco, Texas To proceed with your application...  ...for providing client service support to potentially multiple Financial Advisors...  ...Bank’s required accommodation request process before your first day of work. This... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Frisco, TX
    1 day ago
  • $23 - $42 per hour

     ...the financial world. The role As a Home Loan Member Advocate III working in a mortgage...  ...and evolve retention strategies to keep clients in the future Work closely with secondary...  ...terms are agreed upon Work closely with processing, sales, and secondary to minimize customer... 
    Suggested
    Full time
    Remote work

    SoFi

    Frisco, TX
    4 days ago
  •  ...Client Onboarding Implementation Associate Embark on a rewarding journey as a Client Onboarding...  ...initiatives that support our business. Your expertise...  ...to lead client onboarding processes, with a focus on...  ...investment advice, small business loans and payment processing.... 
    Temporary work

    Chase

    Plano, TX
    1 day ago
  •  ...Organization, Teamwork, Time Management, Word Processing Software Address: 1 COWBOYS WAY:...  ...are guided by living shared values of Client First, Integrity, Collaboration, Respect...  ...Maintaining a workplace where our employees feel supported to perform at their best, effectively... 
    Full time

    Royal Bank of Canada

    Frisco, TX
    4 days ago
  •  ...Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone...  ...records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the... 
    Work at office
    Immediate start

    Stifel Financial

    Frisco, TX
    1 day ago
  •  ...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition...  .../high touch critical administrative support to Financial Advisors, their...  ...requirements, rules and regulations. Processes and monitors the transfer of assets to... 
    Work experience placement
    Work at office

    Raymond James

    Frisco, TX
    17 days ago
  • $65k - $80k

     ...financial planning firm in Frisco, TX and we are seeking a Client Service Associate to join our team. We are seeking a Client Service Associate...  ...send forms to clients, communicate with clients along the process Respond to client requests with timeliness and accuracy... 
    Work at office
    Monday to Friday

    Brindle & Bay Wealth Management

    Frisco, TX
    14 hours ago
  • $75k - $90k

     ...OVERVIEW Your job as the Client Services Associate is to partner with the advisors and support staff and facilitate an exceptional experience for the Firm’s institutional...  ...and third-party providers Projects and Processes Manage and proof client reporting... 
    Full time
    Part time
    Work at office
    Work from home
    Monday to Friday

    Procyon

    Frisco, TX
    1 day ago
  • $65k - $80k

     ...financial planning firm in Frisco, TX and we are seeking a Client Service Associate to join our team. We are seeking a Client Service Associate...  ...send forms to clients, communicate with clients along the process Respond to client requests with timeliness and accuracy in... 
    Work experience placement
    Work at office
    Remote work
    Monday to Friday

    The Strategic Implementer

    Frisco, TX
    1 day ago
  •  ...delivering the best to our clients, we must have a...  ...of caring bankers who support the growth of businesses...  ...as a Client Service Associate (Teller) at our Willow...  ...efficiently and accurately processing financial transactions...  ..., and accepting loan payments. Provide an... 
    Full time
    Local area
    Monday to Friday
    Flexible hours

    Zions Bancorporation

    Plano, TX
    3 days ago
  • A financial services institution is seeking a Lending Assistant to support Loan Officers with administrative and operational tasks in Frisco, Texas. The ideal candidate will manage client transactions, maintain loan documentation, and ensure compliance with lending procedures... 

    Hilltop Holdings

    Frisco, TX
    2 days ago
  •  ...you? We're looking for a Registered Client Associate to: • assist financial advisors in client...  ...the client's goals • provide support for client relationship building and business...  .../adjustments throughout our recruitment process, you can always contact us.
    Work at office
    Flexible hours

    UBS

    Plano, TX
    1 day ago
  •  ...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products...  .... This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Frisco, TX
    3 days ago
  •  ...Registered Wealth Management Client Associate- GREATER DALLAS MARKET McKinney, Texas To...  ...responsible for providing client service support to potentially multiple Financial Advisors...  ...Bank’s required accommodation request process before your first day of work. This... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Mckinney, TX
    4 days ago
  •  ...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage...  ...that fosters a collaborative and supportive culture where employees can thrive....  ...while increasing share of wallet. Processes a variety of customer interactions.... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Celina, TX
    2 days ago
  • $21.75 - $44.5 per hour

     ...Job Description: The Client Engagement Specialist (CES) plays...  ..., technology platforms, and process optimization, the CES drives...  ...: Own End-to-End Engagement Support Billing support including...  ...geographic differential associated with the location at which the... 
    Hourly pay
    Contract work
    Work at office
    Local area
    Remote work
    Worldwide
    Shift work

    Crowe

    Plano, TX
    4 days ago
  • $23 - $42 per hour

    A leading financial services company is seeking a Home Loan Member Advocate III in Frisco, Texas. In this role, you will focus on customer retention, loan restructuring, and providing outstanding service. The ideal candidate has a Bachelor's Degree, at least two years... 
    Full time

    SoFi

    Frisco, TX
    4 days ago
  •  ...Job Title Private Client Investment Associate Job Description If you are...  ...marketing and administrative support to the primary Private...  ...client relationships through processing requests, resolving issues,...  ...investment advice, small business loans and payment processing. We'... 

    JPMorgan Chase

    Plano, TX
    2 days ago
  • Provide lending support to the loan officers within the department. Processes data input for loans originated or renewed on the loan software and coordinate, close...  ...other bank personnel, customers and prospective clients. Provides secure, accurate, responsive, and courteous... 
    Work at office
    Immediate start

    Texas Bank and Trust

    Frisco, TX
    1 day ago
  • POSITION OBJECTIVE: The Support Associate is responsible for supporting a customer and product-focused sales culture where our core principles...  ...operations functions, including merchandise handling, stock processing, and stockroom organization. Functional Responsibilities... 
    Local area
    Flexible hours
    Shift work
    Night shift

    Chico's FAS, Inc. - Retail

    Frisco, TX
    2 days ago
  •  ...transforming credit decisioning processes within the Auto Lending...  ...profitability. As a Senior Associate Financial Analysis of Pricing...  ...Auto Lending team, you will be supporting Pricing Strategy in the newly...  ...investment advice, small business loans and payment processing. We’re... 
    Temporary work

    JPMorganChase

    Plano, TX
    4 days ago
  •  ...Position Purpose and Objectives The Branch Support MRS is responsible for training new MRS’s to ensure...  ...refer additional products to internal partners. Process requests for memberships, depository accounts, loans, and account maintenance services. Regularly follow... 
    Part time
    Work at office

    Credit Union of Texas

    Frisco, TX
    8 days ago
  • A leading financial services firm in Plano, Texas, seeks a Client Service Associate in the Wholesale KYC Organization. In this role, you will ensure...  ...for fostering positive client relationships and contributing to the KYC process. #J-18808-Ljbffr JPMorgan Chase & Co.

    JPMorgan Chase & Co.

    Plano, TX
    1 day ago
  •  ...Senior Customer Success Associate Shape the future of our customer experiences and...  ...on the Wallets and Lending team, you support our clients throughout their journeys with our products...  ...new customers through the onboarding process, initial setup and configuration of... 
    Work visa

    Chase

    Plano, TX
    1 day ago
  • Client Engagement Senior Associate, Tax Operations At Crowe, you can build a meaningful and rewarding career...  ..., technology platforms, and process optimization to improve client experience...  ...Responsibilities Own End-to-End Engagement Support - Billing support including WIP... 
    Contract work
    Work at office
    Local area
    Shift work

    Crowe

    Plano, TX
    1 day ago
  •  ...serving financial advisors and our clients.  As a Senior Client Associate/Registered Client Associate, become...  ...resolve problems, onboard new accounts, process and maintain account records,...  ...stock where applicable Leaders who support your development through coaching... 
    Full time
    Flexible hours

    Royal Bank of Canada

    Frisco, TX
    more than 2 months ago
  •  ...Independent Control Assessment Associate This role strengthens the...  ...(ICA) function by improving process quality, measurement discipline...  ...measurable improvements, and supporting the department's strategic...  ...outputs, including Onboarding, Client List Screening, Global... 

    Chase

    Plano, TX
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Loan Processing & Client Support Associate. Be the first to apply!