Financial Specialist jobs in Bozeman, MT

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Consumer Lending Sales Specialist
  • OneMain Financial
  • Bozeman, MT 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

    Requirements:

    • HS Diploma/GED

    Preferred:

    • Sales, Collections or Customer Service experience
    • Bilingual - Spanish

    Location: On site

     

  • 8 Days Ago

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Dealer specialist
  • Lincoln Financial Group
  • Helena, MT FULL_TIME
  • Location field must contain 'city, state' or a zip code to perform a radius search (e.g., Denver, CO 46122 ). City and state must be separated by a comma followed by a space (e.g., Houston, TX )Lincol...
  • 8 Days Ago

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Withdrawal and Reconciliation Specialist, Financial Aid
  • The University of Montana Western
  • Missoula, MT FULL_TIME
  • Application instructions are located at the bottom of the page. Please apply directly through the University of Montana's career portal UM Jobs at https://umjobs.silkroad.com/ for positions at the Uni...
  • 28 Days Ago

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Life insurance sales
  • Karlo Financial
  • Missoula, MT FULL_TIME
  • We are seeking dynamic and results-driven Life, Annuity and Heath Insurance Agents to join our team. As a remote agent, you will be responsible for developing and executing effective sales strategies,...
  • 23 Days Ago

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Financial Counselor
  • Pureview Health Center
  • Helena, MT FULL_TIME
  • Vacancy Posting PureView Health Center has a career opportunity for Part-Time (25-30 hours per week) Patient Financial Counselor. This opportunity, located in Helena, Montana is within the Finance dep...
  • 2 Days Ago

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FINANCIAL ADVISER
  • Stockman Bank of Montana
  • Missoula, MT FULL_TIME
  • Are you looking to be a part of a great team that has a passion for Montana, it’s people and the Missoula community? Position General Responsibilities:Stockman Wealth Management is a Registered Invest...
  • 5 Days Ago

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0 Financial Specialist jobs found in Bozeman, MT area

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Part Time Ramp Service Agent - BZN Seasonal
  • Signature Flight Support Corporation
  • Bozeman, MT
  • Job Description Signature Aviation is a market leading global aviation services provider with over 220 locations and 6,0...
  • 4/15/2024 12:00:00 AM

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Part Time Ramp Service Agent - BZN Seasonal
  • Signature Flight Support Corporation
  • Belgrade, MT
  • Job Description Signature Aviation is a market leading global aviation services provider with over 220 locations and 6,0...
  • 4/15/2024 12:00:00 AM

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Part Time Ramp Service Agent - BZN Seasonal
  • Signature Flight Support Corporation
  • Manhattan, MT
  • Job Description Signature Aviation is a market leading global aviation services provider with over 220 locations and 6,0...
  • 4/15/2024 12:00:00 AM

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Ramp Service Agent - BZN
  • Signature Flight Support Corporation
  • Bozeman, MT
  • Job Description Signature Aviation is a market leading global aviation services provider with over 220 locations and 6,0...
  • 4/14/2024 12:00:00 AM

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Ramp Service Agent - BZN
  • Signature Flight Support Corporation
  • Belgrade, MT
  • Job Description Signature Aviation is a market leading global aviation services provider with over 220 locations and 6,0...
  • 4/14/2024 12:00:00 AM

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Ramp Service Agent - BZN
  • Signature Flight Support Corporation
  • Manhattan, MT
  • Job Description Signature Aviation is a market leading global aviation services provider with over 220 locations and 6,0...
  • 4/14/2024 12:00:00 AM

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Ramp Service Agent - BZN
  • Signature Flight Support Corporation
  • Clyde Park, MT
  • Job Description Signature Aviation is a market leading global aviation services provider with over 220 locations and 6,0...
  • 4/14/2024 12:00:00 AM

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System Manager of Patient Financial Services (Remote Possible)
  • Bozeman Health
  • Bozeman, MT
  • REMOTE POSSIBLE! Approved Remote States 1. Arizona 2. Florida 3. Georgia 4. Idaho 5. Indiana 6. Iowa 7. Maine 8. Michiga...
  • 4/13/2024 12:00:00 AM

Bozeman is a city in and the seat of Gallatin County, Montana, United States. Located in southwest Montana, the 2010 census put Bozeman's population at 37,280 and by 2016 the population rose to 45,250, making it the fourth largest city in Montana. It is the principal city of the Bozeman, MT Micropolitan Statistical Area, consisting of all of Gallatin County with a population of 97,304. It is the largest Micropolitan Statistical Area in Montana and is the third largest of all of Montana's statistical areas. The city is named after John M. Bozeman who established the Bozeman Trail and was a foun...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Specialist jobs
$37,010 to $48,485
Bozeman, Montana area prices
were up 3.1% from a year ago

Financial Specialist
Reviewing, processing, and overseeing financial actions to ensure timely allocation, obligation, and recovery of Disaster Relief Funds (DRF) in accordance with Federal laws and regulations and Agency policy and procedures.
December 29, 2022
Provide individual financial coaching to clients through activities such as completing a detailed financial assessment, documenting a budget and providing strategies for budget improvements, and providing strategies for credit building.
February 02, 2023
Requires very good knowledge of general administrative/manufacturing operations procedures and knowledge of job specific processes to successfully execute and complete the more progressive/complex duties of the job.
March 03, 2023
Monitor progress of jobs throughout production, conferring with manufacturing operations on counts and final runs and ensure the final product meets customer requirements and company standards.
April 09, 2023
Assists branch and fellow team members with achieving goals by assisting with basic tasks to aid in customer problem resolution.
May 01, 2023
Develop plans of action and provide tools and resources while promoting client accountability to help clients meet their goals, in collaboration with the economic empowerment and case management teams.
May 06, 2023
Selection for this position will be based solely on merit without regard to race, color, religion, age, gender, national origin, political affiliation, disability, sexual orientation, marital or family status or other differences.
May 06, 2023