Justin Kean Email & Phone Number

Responsibilities include coordinating training needs with executive, regional and branch leadership; writing learning objectives; designing training delivery methods and activities; designing and creating training materials, including instructor/facilitator guides, participant guides, facilitator powerpoint presentations, and job aids; designing and.

Jacksonville, Florida Area

Responsibilities include working closely with operations employees, supervisors, directors and VP’s to prepare task analyses; coordinating and conducting task validation sessions with leadership and stakeholders; developing and writing facilitator guides for classroom instruction and workshops; developing and writing task/job aids to support instruction.

Jacksonville, Florida Area

Responsibilities include building and maintaining relationships with regional Wealth Management Bankers and Financial Advisors; aligning mortgage champion Financial Advisors with loan processors and monitoring these relationships; resolving escalated service issues; monitoring and guiding team performance in closing, service and turn-time goals; reviewing.

Jacksonville, Florida Area

Responsibilities include preparing and delivering training to new hire loan processors including all processing systems (CA$H, iDesk, Wave), all workflow reporting (FIRST, TSCrossteams, MLHL/PLS/Keybank daily report), client culture (Keybank, PLS, MLHL), specialty loans (COOP, C&E, HASP/HARP, Pledge, Texas Cashouts), communication standards and best.

Jacksonville, Florida Area

Responsibilities include guiding customers through the entire home financing event, translating and coordinating event logistics, such as investor loan requirements and scheduling events as they relate to home financing, quoting and locking interest rates, setting appropriate customer expectations to meet turn-around times, working with internal.

Jacksonville, Florida Area

Responsibilities include having a thorough knowledge and understanding of all Merrill Lynch annuity products in order to assist internal and external clients with questions and confusions regarding those products, processing point-of-call fund transfers and partial withdrawals, handling escalated, extended research, and problem calls, assisting with the.