Letter of Credit Officer jobs in Milwaukee, WI

Letter of Credit Officer obtains necessary information to process and complete letters of credit and related financial transactions. Verifies all documentation for accuracy and completeness. Being a Letter of Credit Officer ensures all credit data is evaluated and adheres to bank policies and procedures in order to approve or deny applications. Provides support to lending officers and trade specialists. Additionally, Letter of Credit Officer may require a bachelor's degree. Typically reports to a manager or head of a unit/department. The Letter of Credit Officer gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Letter of Credit Officer typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)

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Financial Advisor - Summit Credit Union
  • Summit Credit Union
  • Milwaukee, WI FULL_TIME
  • Description

    Want to make a difference at a fast-growing organization known across Wisconsin for boosting financial education and wealth across entire communities - especially among women and their families, who have traditionally faced greater risk of poverty in retirement? You could be the Summit Financial Advisor we're looking for!

    In this role, you'll help Summit Credit Union's large, ever-expanding membership reach their financial goals and live richer, more secure lives. This is an incredible opportunity to share your expertise in insurance and planning strategies and create meaningful, long-term relationships with your dedicated Summit member-clients - directly benefiting you as you also help them thrive from your guidance and personalized solutions to their investing needs.

    The Summit Financial Advisors program is available through a partnership with CUNA Mutual Group and LPL Financial, the largest independent broker-dealer in the U.S. Officially an employee of CUNA Mutual, you'll be supported by this strong, combined partnership with over 200 years of experience and the resources of all three highly reputable companies!

    Summit Credit Union

    Summit's a member-owned financial cooperative actively making the world better by empowering women, and everyone in our communities, in building financial security and wealth and avoiding poverty in retirement. Our goal is to make managing money easier, more effective and more fun. Think how great it would feel to play a direct role in helping help Summit members reduce money stress and grow financial confidence, security and wealth! Summit is consistently rated as a Top Workplace, providing an environment you can thrive in.

    CUNA Mutual Group

    Built on the principle of "people helping people," CUNA Mutual Group is a financially strong insurance, investment and financial services company that believes a brighter financial future should be accessible to everyone. CBSI, CUNA Mutual's wealth management business, works directly with credit unions to provide data analytics and support financial professionals. CBSI leverages LPL Financial's integrated digital platform, streamlining the end-to-end experience for financial professionals and members.

    LPL Financial

    LPL is a leading provider of investment and business solutions for independent financial advisors across the nation, offering you complete tools and technology for your ease and success. LPL believes that clients deserve access to personalized guidance from a financial advisor. As the broker-dealer, clearing firm and custodian providing support services, LPL is committed to the principle that they work for you, the advisor - not the other way around.

    This exciting position will allow you to grow your career and business, helping the people and families that look to Summit Credit Union for financial solutions. This position will offer:

    • The ability to build a strong client base with the credit union's exceptional referral system
    • The opportunity to find new clients via the credit union's member base
    • The opportunity to create client solutions without proprietary products
    • The ability to grow your business with LPL's combination of tools, technology, and support
    • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
    • The opportunity to capitalize on the credit union's reputation and community standing

    As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

    • Access to our proprietary technology and a suite of customized services
    • An open architecture platform with access to thousands of investment products from leading third-party product sponsors
    • Resources and expertise across the firm to help you create client solutions
    • The freedom to create solutions specific to your client's goals

    Whatever your vision of success, we're with you every step of the way.

    Requirements:

    • Series 7 and 66 (63/65) required
    • Insurance license required
    • Three or more years of investment sales experience



      Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

      The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

      Summit Credit Union is proud to be an Equal Opportunity and Affirmative Action Employer of Veterans, Minorities and Individuals with Disabilities.

       

    • 10 Days Ago

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    Credit Analyst
    • Wacker Neuson
    • Menomonee Falls, WI FULL_TIME
    • JOB DESCRIPTION: Wacker Neuson America Corporation is going through unprecedented growth now, and into the foreseeable future. In addition to doubling our workforce size, we are targeted to double our...
    • 21 Days Ago

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    Credit Analyst
    • m2 Equipment Finance
    • Waukesha, WI FULL_TIME
    • m2 Equipment Finance is looking for a Credit Analyst to join our team. Primary duty is providing credit underwriting support to m2's credit function by performing a variety of administrative and analy...
    • 21 Days Ago

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    Credit Analyst
    • QCR Holdings, Inc.
    • Waukesha, WI FULL_TIME
    • m2 Equipment Finance is looking for a Credit Analyst to join our team. Primary duty is providing credit underwriting support to m2's credit function by performing a variety of administrative and analy...
    • 21 Days Ago

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    Credit Analyst
    • Bank Five Nine
    • Oconomowoc, WI FULL_TIME
    • We've been named a Top Place to Work for 14 years in a row...and we're hiring!As aCredit Analystyou'll#makelivesbetterby analyzing the financial condition of businesses applying for commercial credit;...
    • 15 Days Ago

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    Credit Analyst
    • FIS
    • Milwaukee, WI FULL_TIME
    • Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Associate of Arts Travel Percentage : 1 - 5%Job DescriptionAre you curious, motivated, a...
    • 1 Month Ago

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    0 Letter of Credit Officer jobs found in Milwaukee, WI area

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    FINANCIAL AND PROCUREMENT SPECIALIST
    • U.S. Probation Office
    • Milwaukee, WI
    • FINANCIAL AND PROCUREMENT SPECIALIST OVERVIEW: CLASSIFICATION / SALARY RANGE – CL-25 to CL-26, $50,155 to $89,761. Salar...
    • 3/29/2024 12:00:00 AM

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    Family Medicine or Internal Medicine Physician
    • Progressive Community Health Centers, Inc.
    • Milwaukee, WI
    • We're Hiring! Do you have a passion for our community and the skill set to support growth at an up-and-coming health org...
    • 3/29/2024 12:00:00 AM

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    Supervisory Healthcare Engineer (Projects Engineer)
    • Veterans Health Administration
    • Milwaukee, WI
    • Summary OUR MISSION: To fulfill President Lincoln's promise "To care for those who have served in our nation's military ...
    • 3/28/2024 12:00:00 AM

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    Visiting Assistant Professor of Psychological Science
    • Mount Mary University
    • Milwaukee, WI
    • Position Summary: Mount Mary University is seeking an individual to join our community and contribute to the realization...
    • 3/28/2024 12:00:00 AM

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    Outside Property Claim Representative
    • The Travelers Indemnity Company
    • Milwaukee, WI
    • Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this...
    • 3/27/2024 12:00:00 AM

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    SR Sales Manager- Holiday Inn Milwaukee Riverfront
    • Remington
    • Milwaukee, WI
    • Job Description What you will be doing Conduct a successful, aggressive solicitation process involving outside sales cal...
    • 3/27/2024 12:00:00 AM

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    Sales Consultant
    • Andrew Toyota
    • Milwaukee, WI
    • **Job Summary:** **What Were Looking For:** Andrew Toyotais looking for competitive, motivated, team-driven, professiona...
    • 3/26/2024 12:00:00 AM

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    Lead Offensive Security Operator, Purple Team
    • Capital One
    • Milwaukee, WI
    • Center 3 (19075), United States of America, McLean, Virginia Lead Offensive Security Operator, Purple Team At Capital On...
    • 3/25/2024 12:00:00 AM

    Milwaukee lies along the shores and bluffs of Lake Michigan at the confluence of three rivers: the Menomonee, the Kinnickinnic, and the Milwaukee. Smaller rivers, such as the Root River and Lincoln Creek, also flow through the city. Milwaukee's terrain is sculpted by the glacier path and includes steep bluffs along Lake Michigan that begin about a mile (1.6 km) north of downtown. In addition, 30 miles (48 km) southwest of Milwaukee is the Kettle Moraine and lake country that provides an industrial landscape combined with inland lakes. According to the United States Census Bureau, the city has ...
    Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
    Income Estimation for Letter of Credit Officer jobs
    $50,738 to $84,062
    Milwaukee, Wisconsin area prices
    were up 1.8% from a year ago

    Letter of Credit Officer in Great Falls, MT
    Verifies and approves air releases and steamship guarantees for Letters of Credit.
    December 22, 2019
    Letter of Credit Officer in Pittsfield, MA
    There are plenty of opportunities to land a Credit Officer position but it won’t just be handed to you.
    February 23, 2020
    Letter of Credit Officer in Lawrence, MA
    This is clearly a very important part of trade and where international trade is taking place, a Letter of Credit Officer is often critical to the trading process.
    January 01, 2020