3 finance jobs found in Plano

Principal Associate, Small Business Bank Credit Operations The Principal Associate will play a critical role in supporting the Small Business Banking (SBB) leading a team of associates for the loan Closing process. This people leader will be responsible for managing a wide range of essential processes, compliance activities, and team support functions to ensure smooth, accurate, and timely loan fulfillment and process adherence. The ideal candidate is a highly organized, detail-oriented people & process leader with a background in lending operations. Key Responsibilities:  Process Management Maintain process documentation & job aids for the SBB Closing processes to ensure a continuous "Well Managed" state and audit readiness. Create and leverage effective process monitoring; manage team “work in progress” and throughput with daily workflow tracking; leverage data to support associates, resolve impediments and ensure timely, accurate and compliant...

COAF Affidavits Sr. Coordinator - Onsite Job Description: We are seeking a self-motivated and highly organized individual with exceptional attention to detail to join our Capital One Auto Finance (COAF) team as an Affidavits Senior Coordinator. This role is crucial for managing the necessary documentation for impounded vehicles and units prepared for sale at auction. The ideal candidate must be able to adapt and thrive in a dynamic, fast-paced environment, consistently demonstrating sound judgment, precision, and the ability to perform effectively under pressure. Responsibilities and Expectations : Daily execution of affidavits for both impound and auction teams Maintain a regulated notary log in strict accordance with compliance standards Proactively interact and communicate with internal teams, external customers, commercial clients, financial institutions, and regulatory agencies on a daily basis (both written and verbal) The Ideal Candidate...

SUML Operations Training and Development Associate - Hybrid Job Description: As an Operations Training and Development Associate, you support, develop, motivate, and strive to exceed standards of customer service and experience. You will be responsible for agent training and nesting programs, along with ensuring Set Up My Loan operations has the appropriate sources of truth for agents to reference.   Responsibilities: Work together with leadership and Process associates to ensure all of our agent job aids are updated and maintained in Jarvis, completely removing any GPS dependency Create refresher training to enhance agent knowledge and drive complaints to zero initiatives Update/create back office agent training materials to ensure a strong new hire experience in our back office environments Collaborate with various leaders and support partners  Report out progress with all activities Location: Plano 5 - This role is hybrid, where...