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  • Customer Technical Support (Entry Level)

    ATEL 4.2company rating

    Remote or Irvine, CA Job

    About This Opportunity: This role is a hybrid position with the expectation to work onsite three (3) days a week in Irvine, CA and the ability to work remotely, working closely with our Customer Success Manager and team of engineers to help identify and resolve customer requests. Job Role Description: Technical support As a Customer Technical Support Representative, you will be the first point of contact for our customers, providing timely and effective assistance. Your role will involve troubleshooting issues, resolving complaints, ensuring customer satisfaction, extending support beyond end users to include our distribution partners and resellers. You will collaborate with internal teams to enhance the customer experience and contribute to the overall success of the company . Major Job Functions: • Respond promptly to customer inquiries via [email, phone, chat, or other communication channels] • Diagnose and resolve product/service-related issues efficiently • Maintain a deep understanding of company products/services to provide accurate information • Escalate complex issues to the appropriate department when necessary • Document customer interactions, feedback, and solutions in the CRM system • Identify patterns in customer concerns, and suggest process improvements • Assist in creating help guides, FAQs, and knowledge base articles • Ensure a positive customer experience by demonstrating professionalism and empathy • Create & maintain case management records • Create & maintain case management records using a CRM. • Curate knowledge base articles to foster customer self-help tools available online. • Recommend enhancements to products and services that would improve serviceability and operation. • Regularly provide feedback on the soundness and effectiveness of the department's policies and procedures. • Incorporate monthly reporting, determinding specific metrics and insights valuable for operations. • Report issues to the technical team in the USA via JIRA. (bug-tracking system to ensure efficient resolution and continuous product improvement) • Maintain a high standard of customer satisfaction. • Support maintains an opt-out model for company recognized holidays. Qualifications • Previous experience in customer support, call centers, or related fields preferred. • Strong communication skills, both written and verbal. • Ability to multitask and work efficiently in a fast-paced environment. • Problem-solving skills with a proactive approach to resolving customer concerns. • Proficiency with customer service software, CRMs, and related tools is a plus. • Patience, empathy, and a customer-first mindset. • Ability to work independently and as part of a team. • Direct experience in related fields of smartphones, wireless networks, wi-fi networks, applications, hardware and software is a strong plus. • Knowledge of Microsoft Office including Word, Excel, PowerPoint. Education & Requirements: • Bachelor's Degree in Computer Science, Information Systems, or Networking (any related field is a plus) • 1-2+ years of technical support in networking, routing and firewall, cloud-managed applications, or other related technologies is a plus • Experience in customer service, program management, or project management • Bilingual in English and Spanish is a plus Bonus Points: • Experience in IP Networking • IoT device troubleshooting with 4G/5G products Benefits: • Competitive salary and performance-based bonuses • Health, vision, and dental insurance (if applicable) • Paid time off, remote work-hours capabilities • Professional development and training opportunities • A supportive and inclusive work environment Key Performance Indicators 1. Hardware & Software Support: Provide technical support to sales team and customers. Work together with our local technical team to provide solutions. Support TA. KPI - Be invaluable member for the Team. 2. Product advance: Increase the level of confidence in the customer service department, which helps lower return rates and increase sales forecast. KPI - Low return rate. 3. Product Knowledge: Strong learning and understanding of our product lineup, as well as educating the customer(s) about how to use/added feature sets for products. Internal Details: Hiring & Reporting Mgr. Technical Product Director and Warranty Support
    $40k-56k yearly est. 7d ago
  • Director of Portfolio Operations

    Advisornet Financial 3.2company rating

    Remote or Minnetonka, MN Job

    Primary Purpose: The Director, Portfolio Operations is responsible for working in partnership with our Portfolio Management team to implement investment strategies for client portfolios using individual securities, exchange-traded funds (ETFs) and mutual funds. This role will lead the management of our trading and reporting software, the internal investment committee, Global Investment Performance Standards (GIPS) verification, the operations and trading team, and assist in promoting Portfolio Partners for business development. This role will plan, direct, supervise, and coordinate work activities of the Portfolio Partners team. Key Responsibilities and Essential Functions: Partner with Portfolio Management, trading and operations teams to implement investment strategies for client portfolios. Lead the internal Investment Committee to review investment strategies. Lead the trading team in the buying and selling securities in client accounts to maintain a specific investment strategy. Serve as a point of contact for advisor service and trade requests and lead the advisor onboarding process. Lead the portfolio partners team and support the development and maintenance of procedures and standard operation procedures (SOPs) to deliver scalable, high touch client service and efficient business processing. Evaluate the performance of investment portfolios and ensure compliance with Global Investment Performance Standards (GIPS) provided by regulatory organizations. Participate in communications including client and advisor meetings, as well as business development opportunities. Other special projects and duties as assigned within functional/knowledge area. People Management Responsibilities and Essential Functions: Hire, coach, mentor, and develop employees, including recruitment, job description development and new hire onboarding, training, and career development. Oversee the development and execution of employee performance that supports professional growth and achievement of individual and business objectives. Provide effective feedback through employee recognition, rewards, and disciplinary action, when necessary. Develop and execute the strategic department business plan, ensuring alignment with organization objectives which supports sustained growth. Execute against the department budget, manage compensation review, and ensure fiscal stewardship. Maintain employee work schedules including assignments, time off, telecommuting, time and attendance, and if applicable, overtime scheduling. Job Specifications: Bachelor's degree in finance, economics, business administration, or equivalent, required. 8+ years of experience in the investment advisory industry, required. 3+ years of experience as a people manager with proven success in relationship-focused leadership, required. FINRA registrations - Series 7 and 66 securities licensing, required. Professional certification as a Certified Investment Management Analyst (CIMA), Chartered Market Technician (CMT), or CFA (Chartered Financial Analyst), required. Proficiency with Microsoft product suite with advanced skills in Excel, required. Proficiency with trading and reporting platforms and software, experience with Tamarac, required. Demonstrated knowledge of capital markets, economic trends and forecasting, investment strategies and risk management. Personable, approachable with a positive attitude in providing service excellence. Strong verbal and written communication skills. Ability to work independently with effective time management, organization, and analytical and problem-solving skills. Ability to manage multiple priorities and projects simultaneously, effectively resolve conflict, and mitigate risk. Ability to maintain confidentiality, exercise discretion, make solid judgements and act with integrity, professionalism and empathy. Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition and grammar. Competitive benefit package: core health benefits, life and disability insurance, 401k and Profit Sharing Plan, PTO, Work From Home Days, Holidays, Education Agreements, and more.
    $106k-157k yearly est. 7d ago
  • Call Center Specialist - ON-SITE - Contract-to-Hire

    The Midtown Group 4.4company rating

    Remote or Fairfax, VA Job

    We're seeking two new Bank Call Center Specialists with a completed high school diploma and 1+ year experience within a financial company and/or call center environment. The Call Center Specialist would handle up to 80+ incoming calls per day from bank members, involving loan application statuses, assistance with bank wire transfers and general questions of client banking services. We're seeking a Call Center Specialist with a high-level of customer service in their background, along with the ability to express banking terms well over the phone and the ability to perform data entry with efficiency (talk and type at the same time). Our client requires an on-site schedule throughout the week in their Fairfax, VA office, from 8 am - 6 pm EST, Monday to Friday. Also, our client is asking for your availability every other Saturday via remote (work from home) from 9 am - 1 pm EST. This is a four-month contract-to-hire opportunity starting May 5, 2025!! The initial contract is four months with us at the Midtown Group, then on the fifth month of tenure you would convert into a full-time employee with our client.
    $23k-28k yearly est. 12d ago
  • Financial Sales Executive & Leadership Development Program - UNCAPPED INCOME POTENTIAL

    Northwestern Mutual 4.5company rating

    Remote or New Canaan, CT Job

    HUGE POTENTIAL TO BE HIGHLY COMPENSATED! PLEASE BE LOCAL TO FAIRFIELD COUNTY! POSITIVE SELF STARTERS APPLY! ELITE FINANCIAL PLANNING OFFICE THAT HAS 3X THE SUCCESS RATE THAN THE FINANCIAL PLANNING INDUSTRY! CHANCE TO BE MENTORED BY AWARD WINNING TEAM! FULL BENEFITS - DENTAL VISION 401K PENSION HEALTH INSURANCE Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. We offer a big-picture approach, combining insurance and investments, to guide individuals towards their financial goals. With our team of financial professionals and advanced technology, we provide personalized assistance and support to our clients. As a company, we have over $265.0 billion in assets and deliver financial security to millions of people through various insurance and investment products. Role Description This is a full-time hybrid role for a Financial Sales professional at Northwestern Mutual. The Financial Sales professional will be responsible for day-to-day tasks such as sales and finance activities, analyzing financial data, effective communication with clients, and providing exceptional customer service. The role is primarily located in New Canaan, CT, with flexibility for some remote work. Qualifications Sales Finance and Finance skills Analytical Skills Strong communication skills Customer service orientation Experience in the financial services industry is a plus Bachelor's degree in Finance, Economics, Business, or related field preferred
    $67k-107k yearly est. 14d ago
  • Life Underwriting Sr Specialist - Remote

    Northwestern Mutual Careers 4.5company rating

    Remote or Franklin, WI Job

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Life Insurance Signature / Authority Limits 1M Signature / 5M Authority. PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE. Job Summary Builds relationships with Financial Advisors and internal partners. Develops the skills necessary to successfully underwrite Life, Disability, and/or Long-term Care insurance policies in an inclusive and fast-paced environment ensuring all quality, service and production goals are met. Primary Duties & Responsibilities: Field & Client Experience Responsible for credible and effective relations and communication with field and customer to include responding to case appeals/inquiries and assists with placing business. Provides guidance and assistance to the Northwestern Mutual Financial Network and Financial Representatives regarding case underwriting and risk appraisal Responsible for prescreen inquiries. Underwriting Responsible for the analysis and appraisal of a broad range of insurance applications; approves, classifies, or declines applications for various ages and policy amounts with guidance, as needed. Independently reviews applications and adheres to underwriting standards and demonstrates an intermediate level of experience with NM product types and changes. Develops and demonstrates change agility while maintaining mortality and morbidity expectations. Demonstrates continuous learning through the early adoption of new ways of underwriting. Develops proficiency with Reinsurance programs and determining where to best place a case. Underwrites applications, maintaining industry-leading mortality and morbidity giving the best possible offer that can be made. Provides active case and requirement management and provides customized service with guidance. Communicates & negotiates with Field Partners to explain modified or declined decisions & assist in policy placement. Develops proficiency in financial, medical, and lay underwriting assessments and provides innovations solutions to keep Northwestern Mutual as the choice of our customers. Actively utilizes the most effective means to obtain the necessary information, including digital health data, Internet searches, direct contact with the insured, and communication with third party advisors (Accountants, Attorneys, etc.) with limited guidance. Discusses cases with peer reviewers with medical and technical staff, as needed. Understands and meets all quality, service, and production goals . Solves issues & escalations, with guidance as needed. Partners with Underwriting Support for case management Cross-functional leadership May serve as underwriting representative for improvement in product process w/collaboration w/functional partners. Participates in other projects as needed. Qualifications A bachelor's degree or equivalent combination of education and experience is preferred. 1.5 years of traditional underwriting experience. Analytical skills with the ability to make independent decisions and apply sound judgment in the application of rules. Excellent written and oral communication skills with the ability to handle confidential information, and exercise tact, diplomacy, and resourcefulness. Proficient in computer skills and using various software packages. Ability to work accurately while maintaining speed and flexibility in a team and independent production environment. Highly organized with the ability to establish priorities and meet deadlines. Displays agility to manage multiple tasks and adapt in a changing work environment. #LI-Remote or LI-Hybrid Compensation Range: Pay Range - Start: $60,340.00 Pay Range - End: $112,060.00 Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please c lick here for additional information relating to location-based pay structures. Grow your career with a best-in-class company that puts our client's interests at the center of all we do. Get started now! We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law. If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits. FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Finance, Keywords:Financial Broker, Location:Franklin, WI-53132
    $60.3k-112.1k yearly 6d ago
  • Property Manager

    Equity Lifestyle Properties, Inc. 4.3company rating

    Virginia Job

    What you'll do: The Property Manager provides exceptional customer service to attract and serve our guests and ensure that we meet our financial goals. The Property Manager for Grey's Point would help oversee a seasonal Campground with year-round employment. Your job will include: Provide exceptional customer service to residents and guests to ensure an excellent experience. Manage the resources and assets of the property, including buildings and amenities. Conduct marketing activities to attract new customers. Hire and manage resort employees. Prepare, manage and analyze the operational budget of the resort. Maximize the profitability of the property. Maintain the resort and ensure that it's clean and attractive. Partner with the marketing team to attract new guests. Analyze, prepare and manage the operational budget of the resort to improve its profitability. Your skills and experience include: Bachelor's degree, or a combination of education and equivalent experience. 5+ years of property management experience, preferably in an RV or manufacturing home community setting. Strong operations skills and a thorough understanding of the complexities of this position. At least one year of experience in customer service and exceptional customer service skills. Excellent skills in Microsoft Office and other web-based applications. Valid driver's license, good driving record and current auto insurance. Experience in sales and/or marketing preferred.
    $55k-80k yearly est. 5d ago
  • Legal Assistant

    Inheritance Funding Company, Inc. 3.6company rating

    Remote or Santa Rosa, CA Job

    Summary: Established San Francisco Financial Services company with 30+ year history seeking a capable, self-starting, and team-oriented Legal Assistant to be an integral part of the organization's continued success. 3 days/week in our main SF Financial District office 2 day/week of remote work Essential Duties and Responsibilities include the following. Other duties may be assigned: Prepare and review legal filing documents and ensure prompt service to all interested parties Ensure prompt and accurate filing and return of legal documents with courts nationwide Ensure company compliance with federal, state, and local laws and rules on all contracts Communicate effectively with the organization's sales, accounting and administrative personnel Provide legal support, including but not limited to word processing, editing, formatting, filing of legal briefs and other pleadings as requested by the senior legal team Perform general office activities such as answering telephones, processing incoming and outgoing mail, and securing confidential materials Analyze incoming legal correspondence, notices, pleadings and Court Orders Scan and forward physical client documents to sales and/or Legal Team Calendar hearing dates and follow-up deadlines Organize and maintain physical and electronic documents and client files Perform other duties and responsibilities as requested with eagerness and a positive, professional attitude. Competency & Experience: Previous office experience and proficiency in Microsoft Office Suite, especially Outlook, Word, Excel. Proficient in Adobe Acrobat. Proficient in navigating various web platforms via browser. Experience working within Customer Relationship Management (CRM) software Associate's degree, Bachelor's degree or equivalent strongly preferred but not required Direct experience as a Legal Assistant, File Clerk and/or Paralegal preferred but not required Experience with Probate and/or Estate Planning a plus but not required Currently a California Notary or willingness to take the CA Notary exam and be certified imminently Thorough, efficient, reliable, detail-oriented Excellent organizational and communication skills, verbal and written A positive, collaborative, can-do attitude Ability to work effectively both independently and with a team, often across departments Perks/Benefits: Medical and Dental insurance Automatic and sizeable equity participation in Employee Stock Ownership Plan (ESOP) Healthcare Flexible Spending Account (FSA) Dependent Care Flexible Spending Account (FSA) Life and Disability insurance 401(k) with Employer Match Commuter benefits PTO Quarterly profit-sharing bonuses The above description is not intended to be an all-inclusive list of duties and standards of the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. About the Company: Inheritance Funding Company, Inc. (IFC) is a profitable, 30+ year-old company that pioneered the inheritance advance business and is 100% employee owned. IFC works with assets passing through the probate court system, providing heirs with an advance on their inheritance by purchase of an Assignment of a portion of their future distribution from the probate estate. As a 100% employee-owned company, our enduringly low turnover rate illustrates our ability to enable our team members to thrive and build long-term careers.
    $43k-66k yearly est. 4d ago
  • Personal Loan Consultant

    Onemain Financial 3.9company rating

    Herndon, VA Job

    At OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. In the Role Deliver results related to individual and branch sales goals as well as customer expectations Develop new relationships - and maintain existing relationships - working with customers throughout the loan process and loan life cycle Present financial solutions, based on customer needs, that meet their goals Present customers with optional insurance products Educate customers on the terms and conditions of their loan to ensure a clear understanding Learn how to utilize credit underwriting techniques and sales tools Manage the life cycle of the loan, including collections activities, complying with all laws and regulations Requirements: HS Diploma/GED Preferred: Sales, Collections or Customer Service experience Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
    $32k-45k yearly est. 2d ago
  • Financial Sales Representative

    Northwestern Mutual 4.5company rating

    Remote or New Jersey Job

    Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. With a focus on personalized, holistic financial solutions, including insurance and investments, we aim to empower our clients to make the most of life today and in the future. As a trusted partner managing significant assets and providing various financial services, we are committed to diversity and growth. Role Description This is a full-time hybrid role for a Financial Sales Representative at Northwestern Mutual in Mt. Laurel, NJ. The role involves daily tasks related to finance, communication, customer service, sales, and financial services. While primarily based in Mt. Laurel, NJ, some remote work is acceptable. Qualifications Finance and Financial Services skills or desire to learn Strong Communication and Customer Service skills Sales skills Excellent interpersonal skills and ability to build relationships Knowledge of financial products and services or desire to learn Ability to analyze and understand financial data Previous experience in financial services or sales is a plus Bachelor's degree in Finance, Business, Economics, or related field preferred but not mandatory
    $64k-95k yearly est. 49d ago
  • Trade Finance Quality Assurance Ops Associate

    Capital One Careers 4.7company rating

    Remote or Charlotte, NC Job

    Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Commercial Ops role may be the role for you! You must be within 50 miles driving distance from one of our Capital One hubs in Charlotte or Richmond, VA. Capital One Shared Services Operations is looking for candidates to support the growing trade finance quality assurance team. The team validates a select group of trade clients transacting with international and domestic parties. Considering the regulatory, AML, financial and operational risk associated with trade transactions, candidates must evidence the highest levels of ownership, attention to detail, critical thinking and risk management. The primary function of the TFQA team is to minimize the risk to the bank and the customer while ensuring that Trade Finance QA is audit ready. Trade Finance Services is a key unit within the Treasury Management and Trade Finance organization which sits under Commercial Lending Operations. Trade Finance supports enterprise-wide clients for several Trade Finance products including Commercial (trade) and Standby Letters of Credit and Documentary Collections. The ability to learn quickly and to adapt to change are critical skills to the role. Applicants will possess exceptional communication skills. Additionally, they should demonstrate an ability to clearly convey intricate concepts and issues in a concise way, as well as work collaboratively among stakeholders to help facilitate ongoing change management. Responsibilities Working autonomously to review transactions such as letters of credit for OFAC completion, AML due diligence, KYC data, credit approval, etc. processed by the Trade Finance team Working with excel, google suite, macros and SQL's Generating and reviewing reports from GTSnet for incomplete/inaccurate information Expectation to present data trends to Trade Finance team as well as Audit and control testing groups Ensuring issues discovered during reviews are remediated within appropriate timeframe and escalating where necessary Identifying issue trends and creating analysis reporting Keeping management informed of metrics and issues through email communications, etc. Work from Home Technology Requirements: A secure home office environment that is free from background noise and distractions A reliable private internet connection that is not supplied via cellular data or hotspot A private network that is password protected where you have ownership or line of sight to every device on the network Internet service must be provided by Cable or fiber Internet Service Provides (ISP) Hotspots and satellite services are prohibited and do not meet performance criteria required for optimal agent/customer interactions ISP download speeds on VPN must be at least 5Mbps, with 10+ Mbps preferred To validate ISP speeds from a Chrome browser, go to www.google.com, type Speed Test and run from the Google landing page Both Hardwire and WiFi internet connections are acceptable as long as speed and security requirements are met Capital One reserves the right to request proof of internet provider, speed and service package from the associate. Requirements are subject to change, as new systems and technology are delivered. Capital One reserves the right to modify internet service requirements with sixty (60) days notice. Internet Service Provider specs can change by provider and location within the US. If you are experiencing consistent issues with internet stability Capital One reserves the right to ask the agent to upgrade internet service to ensure a good customer experience. Work from Home Living Requirements: Candidates must live within approximately 50 miles of one of the hub locations based in 28203 or 23238 and be comfortable coming in person whenever required with no less than 24 hours notice. Basic Qualifications: High School Diploma, GED, or equivalent certification At least 1 year of experience in banking or financial services At least 1 year of experience with Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs) Preferred Qualifications: Bachelor's degree or military experience 2+ years of Commercial Loan Closing or Servicing experience 2+ years of experience with a Trade Finance System At this time, Capital One will not sponsor a new applicant for employment authorization for this position. #CommOps The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Charlotte, NC: $64,700 - $73,900 for Ops Associate Richmond, VA: $64,700 - $73,900 for Ops Associate Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $64.7k-73.9k yearly 3d ago
  • Part- Time Customer Service Teller

    Currency Exchange International 4.6company rating

    Woodbridge, VA Job

    Currency Exchange International (CXI) is a Money Service Business based in Orlando, Florida. Currency Exchange International, Corp. is a publicly traded company on the Toronto Stock Exchange (CXI) and OTC (CURN). CXI provides a wide range of foreign exchange services to customers in both the United States and in Canada. CXI's primary business channels to service customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign exchange wholesalers, CXI can provide personalized and efficient service, competitive rates, as well as a number of settlement options. Visit our website to explore Life at CXI: *************************************** Our Value Statement: We help our clients identify and create foreign exchange solutions, delivering a best practices approach through unparalleled customer service and integrated technology to create significant financial and operational efficiencies. Our Values: Customer First - We earn the right to be our clients' first choice. Integrity - We hold ourselves to the highest standard to build trust. Collaborative - We always win as a team. Innovative - We find new methods to deliver change and advance technology to the industry. Passionate - We are driven to be the best in class. Currency Exchange International is looking for a Part-Time Teller to join their team at the Potomac Mills Mall in Woodbridge, VA. Tellers are the face of our company and represent us in the community. It is important while working in our stores that you keep a positive and professional attitude at all times and that our customers receive the highest quality of assistance while visiting. Ideal Applicant: We are looking for highly motivated individuals who are committed to the success of the team. Individuals who can deliver a consistently high level of customer-satisfying products and services. People who want to join a progressive company that develops its people through challenges and promotions. Qualifications and Skills: Ability to multi-task Basic computer knowledge Ability to follow procedures Problem solving capabilities Strong customer service skills Detail-oriented and organized Strong listening and verbal communication skills Ability to work with money transactions with high degree of accuracy Previous cash handling experience Our Competencies: Action Oriented: Invests time in upfront planning to achieve organizational goals and objectives while meeting quality standards, following the appropriate processes, and demonstrating continuous commitment. Effective Communication: Effectively and appropriately interacts with others to build relationships, influence others, and facilitate the sharing of ideas and information. Uses tact and diplomacy to navigate difficult situations. Relays key messages by creating a compelling story, targeted to specific audiences. Nimble Learning: Continuously seeks opportunities to learn, questions the applicability of past approaches in the current environment, owns growth, and embraces failure as a learning opportunity. Optimizing Work Processes: Employee knows the most effective and efficient processes to get things done, with a focus on continuous improvement. Situational Adaptability: Thrives and grows in a rapidly changing and complex environment. Displays flexibility, activates networks, and adopts a continuous growth mindset to learn from mistakes and bounce back from adversity. Functional/Technical Skills: Has the functional and technical knowledge and skills to do the job at a high level of accomplishment. Schedule: Approximately 15-20 hours per week Availability needed: Weekday nights and Weekends Benefits: Commute Reimbursement 401K Plan Holiday Pay Sick Time Currency Exchange International is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, religion, color, sex (including pregnancy and gender identity), sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, any other non-merit based factor or any other characteristic protected by applicable federal, state or local laws. Our leadership team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. If you'd like more information about your EEO rights as an applicant under the law, please visit *****************************************
    $34k-39k yearly est. 15d ago
  • Marketing and Communications Manager

    Northwestern Mutual Virginia 4.5company rating

    Richmond, VA Job

    About Occident Wealth Management and Secure the Bag (STB): Occident Wealth Management and Secure the Bag (STB) are searching for someone with a special talent and a passion for sports, marketing, social media, and communications to manage an exceptionally fast-paced and expanding financial literacy business for NCAA and NFL athletes and coaches. Additionally, this individual will oversee day-to-day marketing operations for a wealth management firm that specializes in working with athletes and coaches. Who we are: Occident Wealth Management and Secure the Bag equips athletes and coaches to become elite stewards of their finances. Occident Wealth Management specializes in financial planning for athletes, coaches, medical professionals, and business owners, creating custom financial plans to align client's actions with intentions. The Secure the Bag financial literacy platform for collegiate athletes and NFL teams applies a unique blend of interactive presentations and participation that make financial concepts digestible, relatable, and implementable. Position Summary: Occident Wealth Management and Secure the Bag seeks a Marketing and Communications Manager to serve as our content creation lead, grow our social media presence across our social media channels, and be responsible for the development and supervision of all marketing and communications strategies for the company. This individual will oversee the development of goals, strategies, and implementation plans to execute comprehensive marketing campaigns. The Marketing and Communications Manager will have the opportunity to participate in the collaboration and designing of the strategic social media and marketing plans. The role will specialize in content creation, independently executing projects and performing daily tasks that use our social media platforms to promote and manage both Occident Wealth Management and Secure the Bag's brand images. Additionally, this position will have the opportunity to create, produce, and post the ‘Secure the Bag Podcast,' which interviews professional athletes. Qualifications: The ideal candidate has experience working in collegiate and/or professional athletics, digital, or social space: · Specialization in Social Media and Communications. · Ability to regularly anticipate and respond to clients' needs. · Strong skills in writing and editing firm communications. · Knowledge and experience leading marketing campaigns. · Superior knowledge of social media platforms and the latest trends. · Knowledge of branded content production. · Media outreach/PR experience. · Excellent oral, written, interpersonal communication skills. · Good judgment and ability to interact with different levels of management and team. · Must be outgoing, organized, efficient, a team player, resourceful, creative, and able to balance multiple projects simultaneously. Candidate should be an organized and detail-oriented team player with ability to successfully multitask and meet deadlines; a pro-active, self-starter who takes initiative and anticipates team needs. Required Skills and Education Requirements: · Mastery of the major social media platforms, including Facebook, Instagram, Twitter, YouTube, LinkedIn, and TikTok. · Knowledge of social media analytics software, including Facebook Insights, Google Analytics, and Twitter Analytics to track audience engagement and campaign performance. · Experience with content management systems, word processor applications, and image/video editing software. · Experience in the sports, digital, or social space is a significant advantage. · Bachelor's degree or currently enrolled in an accredited college or university in marketing, communications, or related field of study. Closing Statement: Qualified candidates will receive consideration for employment without regard to race, color, religion, national origin, gender, sexual orientation, gender identity or expression, age, mental or physical disability, and genetic information, marital status, citizenship status, military status, protected veteran status or any other category protected by law. Job Type: Full-time Pay: $50,000.00 - $80,000.00 per year Ability to Commute: Henrico, VA 23233 (Required) Ability to Relocate: Henrico, VA 23233: Relocate before starting work (Required) Work Location: In person
    $50k-80k yearly 8d ago
  • Inside Sales Representative- Auto Parts Solutions

    Creative Planning Business Services 4.6company rating

    Remote or Rockville, MN Job

    About the Company - Our client, a leading provider in the used auto parts industry, is looking for an experienced sales professional to join their growing team. This fully remote role offers an uncapped commission structure and a chance to work with high-demand auto parts in a fast-paced sales environment. About the Role - If you have experience selling used auto parts, a strong understanding of Pinnacle or Hollander, and thrive in a commission-based role, we want to hear from you. Responsibilities - Inside Sales, Lead Generation and account management Excellent customer service skills and the ability to create a positive experience for clients Ability to build relationships with clients and establish trust Strong communication stills, both verbal and written Ability to work independently and remotely Experience in the recycles preferred automotive industry or related field is a plus Bachelor's degree in Business Administration, marketing, related field, or equivalate experience Team-orientated and collaborative mindset Ability to stay on task with minimal direction Qualifications - A high school diploma is required. 3+ Years of sales experience within the used auto industry. Bachelor's degree in Business Administration, Marketing, related field or equivalent experience. Required Skills Ability to learn and work in a fast-paced environment Proficiency with phones & computers is required Typing at 60 words per minute or plus is required Ability to multi-task effectively Ability to close sales at a very high level Ability to build and maintain long term relationships with customers Ability to solve problems and issues Preferred Skills Summary - APS is a family-focused organization that offers plenty of growth opportunities, competitive wages, as well as include great benefits: Paid Time off Health, Dental, Life & Disability Insurance 401k Plan Competitive Commission compensation plan Quarterly Sales Contests/Bonuses Employee Discounts Flexible work schedules Continuing Education and training Growth and advancement opportunities If you like a fast-paced team environment, are organized, goal-oriented, and want to get paid for what you produce. APS is the perfect place for you. Pay range and compensation package - 100 percent commission-based earnings, with top performers earning over six figures. Commission paid on total sales. Health, dental, and 401k benefits. Life insurance is provided at no cost. You will earn paid time off of 1 with the ability to carry over. This can be a fully remote position, with a preference for candidates near Rockville, Minnesota. This is an excellent opportunity for a high-performing sales professional who understands the used auto parts industry and wants to maximize their earnings in a fast-moving, results-driven environment. Click apply and submit your resume or contact us directly.
    $45k-92k yearly est. 15d ago
  • Immediate Need: Sr. Oracle Health (Cerner) PowerTrials Consultant

    HPG 4.0company rating

    Remote or Kansas City, MO Job

    IMMEDIATE OPPORTUNITY: HPG is looking for seasoned Oracle Health PowerTrials Analyst/Consultant for project starting in April. This position is part-time; approximately 10-20 hours a week for 12+ months. Are you a problem solver with a passion for streamlining healthcare systems? Do you have expertise in Oracle Health PowerTrials and love working in a collaborative environment? We are looking for Oracle Health PowerTrial Consultant to join our team and help support an automated clinical solution to our healthcare customer. Key Responsibilities: Provide expertise in the support of Oracle Health PowerTrials. Collaborate with cross-functional teams to design and deploy solutions. Operational experience of Oracle Health applications including design, build, testing and maintenance. Ensure seamless integration with hospital workflows. What You Bring: Proven experience with the implementation and support of Oracle Health PowerTrials. Strong project management and communication skills. A commitment to improving healthcare delivery. Willingness and ability to travel to client site; if needed, but anticipate this will be fully remote. What We Offer: Competitive compensation. Opportunities for professional growth. A chance to make a real impact in healthcare. Ready to Make a Difference? Apply now and help us transform healthcare through innovative technology! Visit our website at ****************** #HealthcareIT #OracleHealth #ConsultantJobs #ImplementationSpecialist #PowerTrials#NowHiring We are an EEOC employer.
    $75k-106k yearly est. 10d ago
  • Branch Collections Specialist

    Onemain Financial 3.9company rating

    Herndon, VA Job

    AtOneMain, the Branch Collections Specialist contacts customers to help them succeed in resolving their financial obligations by arranging for repayment or settlement of account balances.Branch Collections Specialists focus on our existing customers who have long-term relationships with OneMain. In the role Responsible for high volume collectionsactivities to achieve delinquency goals for an assignedbranch Work with customers in a consultative manner, negotiating (including renewing the loan) to resolve accountmatters Commitment to excellent customer service with the ability to prioritize and manage multipleresponsibilities Ability to overcome objections andutilizestrong negotiation skills to resolve customerdelinquencies REQUIREMENTS: HS Diploma/GED Preferred: Collections or Customer Service experience Location:On Site Who we Are A career with OneMainoffers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15daysvacationper year, plus 2 personal days, prorated based on start date) Paid sick leave asdeterminedby state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMainFinancial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912,wevelooked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level,werecommitted to an inclusive culture, career development andimpactingthe communities where we live and work. Getting people to a better place has made us a better company for over a century.Theresnever been a better time to shine with OneMain. Key Word tags Collections, Delinquency, Sales, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Finance, Full-time, Career, Benefits, Customer Experience, Financial Representative, Credit By applying, you consent to your information being transmitted by snagajob to the Employer, as data controller, through the Employers data processor SonicJobs. See OneMain Financial Privacy Policy at ************************************** and SonicJobs Privacy Policy at ******************************************* and Terms of Use at *********************************************
    $32k-44k yearly est. 58d ago
  • Financial Advisor

    Langley Federal Credit Union 4.2company rating

    Virginia Beach, VA Job

    Job Summary: Assists members and clients in achieving their financial goals through personalized consultations, investment strategies, and exceptional service. Develops tailored solutions by understanding their needs, risk tolerance, and aspirations. Conducts regular portfolio reviews and identifies opportunities to optimize their financial future. Essential Functions, Duties, and Responsibilities: Builds and maintains strong relationships with new and existing clients by understanding their financial needs, goals, and risk tolerance. Develops and implements personalized investment plans, including securities recommendations, tailored to each client's unique circumstances. Manages client investment portfolios continuously, reviewing performance regularly and adjusting as necessary. Educates clients on financial planning concepts, investment products, and market trends. Provides clear and regular communication about their investment portfolio and financial situation. Refers business back to Langley when appropriate. Ensures adherence to all credit union, FINRA, and regulatory guidelines. Maintains a solid knowledge base by staying current on industry regulations, trends, and best practices. Coaches internal teams, drives investment initiatives and fosters strong partnerships to achieve client investment goals. Identifies and proactively reaches out to potential clients to grow the client base. Qualifications: A bachelor's degree in business development, finance, or a related field (or equivalent combination of education and experience) is required. FINRA Series 7 and 66 (or Series 63 and 65) licenses are required. Applicable state life and health insurance licenses preferred. Ability to travel up to 35% locally. CFP designation a plus. A clean credit history and U-4 CRD record are required. Our Keys to Success: Service Champion - Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities. Langley Ambassadors - Demonstrates a passion for Langley's vision, encouraging diversity, equity, and inclusion while considering Langley's values when making decisions and taking accountability for delivering results. Agile in Action - Adapts to changes in the business, demonstrating innovation to improve Langley and advance the business into the future. Team Driven - Collaborates across Langley, communicating with transparency and prioritizing a team-based approach that delivers optimal outcomes for associates, members, and communities. Continuous Learners - Maintains an understanding of Langley's business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization. Physical Requirements: The physical demands described here must be met by an employee to successfully perform this position's essential functions, duties, and responsibilities. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is frequently required to sit, use hands and fingers to operate standard office equipment like a phone, mouse, keyboard, etc., speak and hear. The employee is occasionally required to stand and walk. Specific vision requirements for the job include close vision (at 20 inches or less). Working Conditions: The work environment characteristics described here represent those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Work is performed in an indoor, climate-controlled office environment where the noise level is typically quiet. Equal Opportunity Statement: Include a statement on commitment to diversity and inclusivity.
    $44k-59k yearly est. 14d ago
  • Vice President of Commercial Lending

    Langley Federal Credit Union 4.2company rating

    Newport News, VA Job

    The Vice President, Commercial Lending provides strategic oversight and leadership for commercial lending initiatives that create and maintain a leadership position for Langley. The Vice President also oversees financial results and continued relevance of business lending products, programs, services, and Langley's commercial loan portfolio. Essential Functions, Duties, and Responsibilities: Provides strategic oversight and input regarding: Market (Member Needs, Competition, Trends, Innovations) Economic Environment (Trends, Forecast, Impact) Legislative/Regulatory Environment (Pending Issues, Implications, Impact) Culture Development (Progress, Issues, Actions) Strategic Goals (as identified in annual Success Sharing goals) Financial Performance (ROA, Net Worth, Loan-to-Share, Delinquency, Net Charge-offs) Provides strategic direction and leadership in the development of marketing strategies and programs for commercial loan products. Establishes strategic objectives and specifies strategies and actions to achieve them. Administers commercial lending programs and operations to ensure sound lending in accordance with policies, standards, and regulations. Directs development and growth of department staff and provides oversight for recruiting efforts. Reviews reports/credit memos submitted by staff members to recommend approval or suggest changes. Assesses and manages commercial loan portfolio risk. Analyzes operations to evaluate performance of Langley and staff in meeting objectives to determine areas of potential cost reduction, program improvement, or policy change. Directs, plans, and implements policies, objectives, and activities to ensure continuing business operations, to maximize returns on investments, and to increase productivity. Manages the relationship between Langley's commercial lending service providers. Negotiates contracts and agreements with vendors and other organizational entities. Prepares budgets including funding and implementation of programs. Leads and supports special projects. Qualifications: Bachelor's Degree in Business Administration or related field or related experience in commercial lending required. At least ten years related experience in Commercial Lending preferred. At least five years management experience at a senior level preferred. Competencies: Service Champion - Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities. Langley Ambassador - Demonstrates a passion for Langley's vision, encouraging diversity, equity and inclusion while considering Langley's values when making decisions and taking accountability for delivering results. Agile in Action - Adapts to changes in the business, demonstrating innovation to improve Langley and advance the business into the future. Team Driven - Collaborates across Langley, communicating with transparency and prioritizing a team-based approach that delivers optimal outcomes for associates, members, and communities. Continuous Learner - Maintains an understanding of Langley's business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions, duties, and responsibilities of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Working Conditions: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level is typically moderate. This job description is not designed to cover or contain a comprehensive listing of functions, duties or responsibilities that are required of the employee. Functions, duties, and responsibilities may change, or new ones may be assigned at any time with or without notice.
    $76k-90k yearly est. 23d ago
  • Consumer Loan Sales Specialist

    Onemain Financial 3.9company rating

    Suffolk, VA Job

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for lifes expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMainoffers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15daysvacationper year, plus 2 personal days, prorated based on start date) Paid sick leave asdeterminedby state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMainFinancial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912,wevelooked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In ourmore than1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level,werecommitted to an inclusive culture, career development andimpactingthe communities where we live and work. Getting people to a better place has made us a better company for over a century.Theresnever been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee By applying, you consent to your information being transmitted by snagajob to the Employer, as data controller, through the Employers data processor SonicJobs. See OneMain Financial Privacy Policy at ************************************** and SonicJobs Privacy Policy at ******************************************* and Terms of Use at *********************************************
    $41k-77k yearly est. 11d ago
  • Senior Consultant, Risk & Controls

    Clark Schaefer Hackett 3.9company rating

    Remote or Louisville, KY Job

    Risk & Controls Senior Consultant at Clark Schaefer Consulting Location: Remote (primarily serving clients across Ohio, Kentucky, and Indiana, with potential national engagements) About Us: At Clark Schaefer Consulting, a division of Clark Schaefer Hackett, we pride ourselves on delivering impeccable accounting, operational, control, and technology services to our high-profile clientele, comprised of public and private entities. We are recognized for our steadfast commitment to excellence, demonstrated by a proven track record as trusted advisors delivering transformative results. Guided by our cornerstone values of integrity, quality, respect, and innovation, we provide consistent and superior service to our clients while also nurturing these values within our team. This role allows the flexibility of remote working, primarily serving clients across Ohio, Kentucky, and Indiana, with potential engagement on a national scale. While occasional travel might be required, it is more an exception than a norm. Why Join Us? If you seek an enriching experience that values diversity in all its forms, encourages personal growth, in a team environment, with minimal travel, look no further. We invite skilled professionals to join our Risk & Controls team, where you can play a vital role in delivering SOC attestation, SOX compliance, internal audit, and operational advisory services. This is an exciting opportunity for personal and professional growth, allowing you to utilize your expertise while making a meaningful difference in enhancing risk management and compliance strategies for our clients. Responsibilities: Engage with diverse organizations of varying sizes across multiple industries. Plan and perform operational and compliance engagements such as SOC 1 & 2 examinations, SOX, internal audit, etc. Document business processes within process narratives or flowcharts, identifying risks and mitigating controls. Develop risk and control matrices and assist in the designing of test plans. Identify control gaps and test the design and operational effectiveness of existing controls. Formulate clear and concise conclusions on internal controls, business processes, and efficiency opportunities. Prepare reports detailing findings and recommendations, including reviewing findings and recommendations with appropriate client personnel. Provide oversight and training to consultants and/or interns assigned to engagements. Commit to continual professional development and continuous growth, keeping abreast of regulations, industry, and information technology changes. Participate in the research and development of new emerging risk engagements. Competencies: Exceptional problem-solving abilities, with a knack for thinking on your feet. Strong communication skills, with an ability to explain complex concepts to non-technical stakeholders. Team player, able to work collaboratively with diverse team members and clients. Adaptable and flexible in the face of changing client needs or new information. Self-driven in a remote working environment. Education / Work Experience: A bachelor's degree in accounting from an accredited college/university. Minimum of 3 years of experience within a public accounting firm or industry environment performing internal audit, consulting, or risk services. Demonstrable knowledge of internal control frameworks, professional standards, and regulations. Highly Desirable Certifications: CPA, CIA, and/or CISA, or strong desire to obtain one of these certifications. Travel: Minimal, if any. Why Us? The Clark Schaefer Hackett community includes trusted advisors with Clark Schaefer Hackett, Clark Schaefer Consulting, and Strategic HR. This elite community leverages strategic skills, financial and operational leadership, proven business acumen, and technological advances to successfully provide customized solutions for every client and every engagement. Clark Schaefer Hackett is committed to providing equal opportunity to all classes protected by federal, state, and local law. Employment-related decisions are made without regard to race, religion, color, national origin, sex, disability, age, military status, veteran status, sexual orientation, gender identity, genetic information, or any other legally protected status. Equal employment opportunity includes, but is not limited to, recruitment, hiring, placement, compensation, training, promotion, transfer, demotion, and termination.
    $68k-86k yearly est. 12d ago
  • Associate Software Engineer

    Capcenter 4.2company rating

    Richmond, VA Job

    Founded in Richmond, Virginia, CapCenter is a rapidly growing, realty and mortgage company that optimizes the home buying and selling processes by combining mortgage, realty, and insurance under one roof. This allows CapCenter to provide better service and more savings to clients ultimately helping individuals and families find and afford their dream homes in our local communities. CapCenter is built on cloud technologies and integrations with industry leading systems. We are looking for problem solvers, forward thinkers, and team players to join our talented technology team to tackle the tough technical and functional challenges to help disrupt the realty, mortgage, and insurance industries. As an Associate Software Engineer, you are a key member of the Product team instrumental in delivering client facing software. You have a passion for continuous learning and use technology to problem-solve. Responsibilities: Assist with the development of native cloud applications using MERN stack, Typescript, C#/.NET, Kubernetes, Queuing, and Serverless Maintain technical documentation on all native applications to foster knowledge-sharing across technical resources Help set up API integrations with various 3rd parties to optimize business processes. Execute software testing procedures, solutions and frameworks to ensure software functions as needed. Actively seek out technology enhancements, and make recommendations to the Product Manager Work closely with both technical and non-technical resources to develop best-in-class products Assist other developers by participating in code reviews and knowledge sharing Required Qualifications: Bachelor's Degree in Computer Science, Computer Engineering, or related field Effective verbal and written communication Experience leveraging React framework to develop front-end solutions Ability to learn and adapt to new, complex, and evolving development environments Must be willing to work full-time at the CapCenter HQ in Glen Allen, VA (Innsbrook) Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future Preferred Qualifications Prior work or educational experience in the Mortgage, Real Estate, of Finance industries is a plus Strong foundation in technical and non-technical SEO best practices We offer a competitive compensation package to include base salary, medical, dental and life insurance benefits, 401K, and paid vacation. We do not discriminate against applicants/employees on any protected basis and are an Equal Opportunity Employer: Veteran/Disability.
    $65k-96k yearly est. 14d ago

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