Financial Intake Specialist jobs in Everett, WA

Recently Added Financial Intake Specialist jobs

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Consumer loan specialist
  • OneMain Financial
  • Lynnwood, WA FULL_TIME

  • At OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.

    Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career.

    In the Role

    Deliver results related to individual and branch sales goals as well as customer expectations

    Develop new relationships - and maintain existing relationships - working with customers throughout the loan process and loan life cycle

    Present financial solutions, based on customer needs, that meet their goals

    Present customers with optional insurance products

    Educate customers on the terms and conditions of their loan to ensure a clear understanding

    Partner with local businesses to seek out and develop new customers

    Learn how to utilize credit underwriting techniques and sales tools

    Manage the life cycle of the loan, including collections activities, complying with all laws and regulations

    HS Diploma / GED

    Preferred :

    Sales, Collections or Customer Service experience

    Bilingual - Spanish

    Location : On site

    Last updated : 2024-04-22

  • 1 Day Ago
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Consumer Loan Sales Specialist
  • OneMain Financial
  • Lynnwood, WA FULL_TIME
  • At OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. Consumer Loan Sales Speci...
  • 10 Days Ago
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Consumer Loan Sales Specialist
  • OneMain Financial
  • Marysville, WA FULL_TIME
  • At OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. Consumer Loan Sales Speci...
  • 29 Days Ago
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Customer Service Sales Specialist
  • UniTrust Financial Group
  • Everett, WA FULL_TIME
  • Customer Service Sales Specialist Location: Remote (Work From Home) Key Responsibilities: Provide outstanding customer service to clients inquiring about insurance products. Drive sales by assisting c...
  • 5 Days Ago
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Intake Coordinator
  • Affinity Hospice Management LLC
  • Everett, WA FULL_TIME
  • JOB DESCRIPTION SUMMARY Responsible for managing all aspects of the patient intake process including managing the members of the intake team, establishing and maintaining positive relationships with c...
  • 7 Days Ago
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Intake Coordinator
  • Affinity Hospice Management LLC
  • Everett, WA FULL_TIME
  • JOB DESCRIPTION SUMMARY Responsible for managing all aspects of the patient intake process including managing the members of the intake team, establishing and maintaining positive relationships with c...
  • 7 Days Ago
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0 Financial Intake Specialist jobs found in Everett, WA area

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Financial Planning Professional
  • Equitable Advisors
  • Everett, WA
  • With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry wi...
  • 4/25/2024 12:00:00 AM
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Financial Planning Professional
  • Equitable Advisors
  • Everett, WA
  • With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry wi...
  • 4/25/2024 12:00:00 AM
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Financial Associate (Business/Cashier Office) 20020943
  • Ohio
  • Marysville, WA
  • Job Description **Primary Location** : United States of America-OHIO-Union County-Marysville Compensation : $19.72 Finan...
  • 4/25/2024 12:00:00 AM
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Senior Wealth Advisor
  • Atlas
  • Seattle, WA
  • Atlas is a next-gen wealth and asset management company. We are building and leveraging the technology, products, and se...
  • 4/25/2024 12:00:00 AM
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Personal Banker Roving - Northwest Washington District
  • Wells Fargo
  • Marysville, WA
  • Why Wells Fargo:Are you ready for the next step in your career? This is where it begins at a company known for our Well ...
  • 4/23/2024 12:00:00 AM
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Financial Advisor - Marysville, WA - Market 21, Region 367
  • Edward Jones
  • Marysville, WA
  • The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward...
  • 4/18/2024 12:00:00 AM
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Branch Office Administrator
  • Edward Jones
  • Marysville, WA
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 4/9/2024 12:00:00 AM
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Branch Office Administrator
  • Edward Jones
  • Mukilteo, WA
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 4/9/2024 12:00:00 AM
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About Everett, Washington

Everett is the county seat of and the largest city in Snohomish County, Washington, United States. It is located 25 miles (40 km) north of Seattle and is one of the main cities in the metropolitan area and Puget Sound region. Everett is the seventh-largest city in Washington state and had a total population of 103,019 at the 2010 census. The city is located at the mouth of the Snohomish River along Port Gardner Bay, an inlet of Possession Sound (itself part of Puget Sound). American settlement on the Everett peninsula began in the 1860s, with several sawmills built to serve the area's growing ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Intake Specialist jobs
$49,908 to $70,121
Everett, Washington area prices
were up 2.9% from a year ago
View detail

What does a Financial Intake Specialist do?

Financial Intake Specialist in Louisville, KY
Performs eligibility and or similar, comparable, or related duties as may be required or assigned.
January 31, 2023
Resolves all customer requests, inquiries, and concerns in an expedient and respectful manner.
February 15, 2023
Manages work assignment to ensure all tasks and coordination notes are completed in a timely manner.
February 17, 2023
Initiates one time letters of agreement (LOAs) and negotiates rates as dictated by established policies and procedures in a timely manner.
February 19, 2023
Reviews and replies to branch location's urgent requests in a timely and accurate manner.
April 03, 2023
Reviews and replies to branch location s urgent requests in a timely and accurate manner.
April 27, 2023
Obtains all authorization as needed from payer for services ordered/requested in a timely manner.
May 01, 2023
Serves as a liaison between the branch location and the payer on a regular basis.
May 17, 2023