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Client Relationship Manager (CRM) is responsible for accurate completion of compliance testing, government filings, and all year-end reports for client retirement plans. CRM is responsible for serving clients, financial advisors, and brokers at all levels based on the Goldleaf service model; working with team members to process requests for each client; and mentoring fellow employees. CRM will be evaluated on the ability to meet service and processing goals as defined by management.
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We are now hiring Mortgage Underwriters to work from home with Sutherland equipment provided. We are seeking top notch, attentive, and goal-oriented underwriters who have experience in retail or correspondent frontline mortgage underwriting. If you are looking to build a fulfilling career and are confident you have the skills and experience to help us succeed, we want to work with you!
Responsible for managing the overall onboarding process, client and advisor expectations and meeting service timelines for newly sold retirement plans (both start-up and takeovers of existing plans) to ensure a smooth and efficient onboarding experience for clients. Also responsible for quality control and assurance for plan conversions, account transition and ensuring all responsibilities and tasks are performed in accordance with FuturePlan’s core values and best practices.
You dream of a great career with a great company – where you can make an impact and help people. We dream of giving you the opportunity to do just this. And with the incredible growth of our business, it’s a dream that definitely can come true. Already one of the world’s leading Healthcare companies, UnitedHealth Group is restlessly pursuing new ways to operate our service centers, improve our service levels and help people lead healthier lives. We live for the opportunity to make a difference and right now, we are living it up.
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Photo used under Creative Commons from Kelly Sue
