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Responsible for developing new retirement plan business across all internal business lines and referral sources outside of Heartland Financial USA, Inc. Develops and maintains working relationships with internal and external referral sources. Manages a multi state territory. Follows up to move prospects through the sales cycle quickly and efficiently. Maintains an active pipeline and uses internal
Posted Today
Review and interpret the Mark IV underwriting decision report, terms, conditions and related Borrower and Collateral documentation to accurately structure and document the loan to ensure adherence to requirements. Obtain missing information; discuss required documentation; coordinate closing dates with the Personal Bankers and/or Personal Banking Assistants. Accurately identify all requirements to
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Serve as a finance and strategic partner to the Heartland Support Unit Leaders a. Actively participate with each Unit Leader and Sr. Management team to develop the financial impacts of short and longer term strategic vision/direction for each Unit, considering estimates of required capital and human investments associated with business opportunities and process improvement initiatives. b. Establis
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Performs non discrimination compliance testing including but not limited to ADP/ACP, Top Heavy, 410(b), 415, and 402(g). Performs contribution calculation, including new comparability. Reviews and interprets plan agreements, documents and amendments for current and prospective clients. Converts new clients to Heartland Retirement Plan Services documents and provides suggested changes for the plan
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Maintains database platform lifecycles including implementation, review and decommission Evaluates, recommends and creates database policies and procedures including support for high availability, virtual environments and storage systems. Designs logical and physical databases or reviews description of changes to database design to understand how changes to be made affect a database. Configures da
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Develops Mulesoft technical specifications and technical unit test plans based on defined business requirements. Designs, develops and modifies Mulesoft programs, objects and processes to complete smaller projects as well as supporting larger complex projects. Works as a team member within the IT department to implement new or system changes. Identifies resources and communicates system requiremen
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Responds to both internal and external customer inquiries through a variety of mediums such as e mails, chat, telephone, etc. in a courteous and timely manner as outlined in the department's established service levels. Assists internal and external customers with troubleshooting, recommending possible solutions, or determining when to escalate a problem to management or referring to a technical ex
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Analyzes and assists with the standardization of commercial banking processes across the footprint Supports the Heartland Commercial Banking team on execution of day to day initiatives for identified lines of business Gathers financial and performance reporting for relevant business lines and executive level reporting Supports the reporting/analytics, marketing and sales enablement, project manage
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Analyzes and models the business domain to create a complete picture of work flows, task assignments and technical requirements fulfilled by existing and proposed software; including analyzing documents and processes to establish problem areas. Acts as liaison with system users and various stakeholders, especially Commercial Sales and Credit partners, in developing usability requirements by conduc
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Owns all aspects of the client service and implementation process for both internal and external customers ensuring accuracy, quality and expediency via all contact channels (online, in person, telephone, chat, skype). Introduces and supports the integration of technological solutions into customers' business operations by understanding needs, training on best practices, straightforward communicat
Posted Today
Review and interpret the Mark IV underwriting decision report, terms, conditions and related Borrower and Collateral documentation to accurately structure and document the loan to ensure adherence to requirements. Obtain and conduct a thorough review of collateral documentation, i.e., flood determinations, appraisals, title searches/commitment, property insurance and premium, to check for accuracy
Posted Today
1.Performs other duties as assigned. Requirements Bachelor's degree 3 5 years of Salesforce/ nCino administration experience required In depth knowledge of the standard capabilities of SFDC and proven success within these capabilities through custom code and/or integration with external systems Strong reporting background using standard reporting tools including standard Salesforce/ nCino reportin
Posted Today
Responsible for developing new retirement plan business across all internal business lines and referral sources outside of Heartland Financial USA, Inc. Develops and maintains working relationships with internal and external referral sources. Manages a multi state territory. Follows up to move prospects through the sales cycle quickly and efficiently. Maintains an active pipeline and uses internal
Posted Today
Provides courteous and efficient operational support to all holding company affiliates. Verifies new checking/savings accounts and CDs. Places and reinvests Certificate of Deposit Account Registry Service (CDARS) for assigned member bank(s). Processes all closings of overdrawn accounts (fraud) and recoveries on closed accounts. Reviews member bank chargeback items. Notifies the member banks of fra
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Responds in Spanish and English to both internal and external customer inquiries through a variety of mediums such as e mails, chat, telephone, etc. in a courteous and timely manner as outlined in the department's established service levels. Assists internal and external customers with troubleshooting, recommending possible solutions, or determining when to escalate a problem to management or refe
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