Popular Bank
WA, USA
Position Title: Client Service Associate Date: Jan 28, 2026 Location: San Juan, PR Company: Popular Bank Job Type Full Time - Non Exempt General Description Responsible for managing and processing life insurance and annuity applications, ensuring compliance with regulatory requirements and efficiency in transaction approvals. Essential Duties and Responsibilities • Complete life insurance and annuity applications for both individual and commercial clients. • Obtain client signatures through the DocuSign system. • Submit applications for principal approval, ensuring all required disclosures and supporting documentation (personal, corporate, trust-related, etc.) are included. • Monitor and follow up on approval processes to ensure timely completion. • Maintain accurate records of all submitted cases and track progress to guarantee efficient processing. • Address corrections and requests from the principal to expedite approvals. •...