Financial Associate Jobs in Westlake, TX (3,153)
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Job Description
Working as a Financial Associate in Westlake, TX
There are 3,153 Financial Associate opportunities available in Westlake, TX all with unique requirements.
A day in the life of a financial associate can include a wide range of tasks. Whether they work for a bank, credit union, or mortgage company, the job is to help customers with financial products such as checking and savings accounts, credit cards, and home loans. In the case of a mortgage company, a financial associate may be responsible for processing and approving loan applications. This includes reviewing loan documents submitted by borrowers. The financial associate issues proposal packages to eligible applicants. He/she also refers the borrower to other companies within the company or to outside credits for additional financing.
Financial Associate jobs near Westlake, TX
Financial Associates in Westlake, TX Resume Data
Average Experience for Financial Associates in Westlake, TX
- More than 10 years: 50%
- 6-10 years: 33%
- 3-5 years: 13%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Associates in Westlake, TX
- Bachelors: 32%
- Associates: 29%
- Diploma: 27%
- Masters: 11%
- Doctorate: 1%
Top Skill for Financial Associates in Westlake, TX
- Customer focus & orientation: 19%
- Attention to detail: 16%
- Work style: Reliability: 12%
- Customer service: 11%
- Sales skills: 9%
- Verbal communication: 8%
- Administrative assistant/receptionist: 7%
- Call center customer service: 7%
- Scheduling: 6%
- Spreadsheets with Microsoft Excel: 5%
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