New American Funding jobs - 65 jobs

New American Funding is seeking motivated and experienced Consumer Direct Loan Officers to join our high-performing sales team. As a CD Loan Officer, you will receive 100% inbound leads from motivated homebuyers-no cold calling required. You'll work in a fast-paced environment where you can focus on what you do best: closing loans, building relationships, and helping clients achieve their homeownership goals. What You'll Do: Handle 100% inbound calls from pre-screened, motivated homebuyers and/or refinancers Consult with borrowers to understand their mortgage needs and present appropriate loan options Work closely with our in-house processors and underwriters to ensure timely closings Build strong relationships with clients to drive future refinance and referral opportunities Maintain high standards of compliance and customer service throughout the loan process What You'll Get: Industry-leading commission structure with no cap on earnings Access to thousands of Real Estate partners to help your clients find homes quickly State-of-the-art tech stack: Fast CRM, LOS, texting tools, and mobile loan applications Exclusive NAF Rapid App for quick and accurate borrower applications We service our own loans-your info stays on the borrower's monthly statement Client-for-life model: You retain ownership of your funded clients for future business Starting Salary: Minimum wage based on City/County/State + bonus + OT + full time benefits including 401k, PTO, Paid Holidays On-site in Broadview Heights, OH Responsibilities Respond to inbound calls and digital leads from qualified home shoppers Consult with borrowers to understand their financial goals and recommend appropriate loan solutions Guide borrowers through the mortgage application process from pre-qualification to closing Maintain an active pipeline and follow up regularly with prospects and clients Meet or exceed monthly sales and conversion goals Ensure compliance with all applicable regulations and internal policies Work collaboratively with internal teams including processing, underwriting, and closing Qualifications 2+ years' full time purchase or refinance loan origination experience; call center environment preferred. Strong desire to succeed in a sales environment and be a top producer. Ability to correctly and accurately structure and price loans. Complete knowledge of conventional and government loan programs (purchase and refinance). Current NMLS license. ( Must have pass National test & 20 hour lic. course.) Desired Education/Experience High School Diploma or equivalent Two or more recent years' full time loan origination experience, preferably in a call center environment Current NMLS license. Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S. Other Duties: This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction. [EOE/M/F/D/V. Drug-free workplace.] #LI-AS1

Job Brief: Our client is a well funded blockchain infrastructure startup. They are looking for a Controller that will lead all accounting operations including complete month end close and manage all billing, accounts receivable, accounts payable. Responsibilities: Close out the month and reconcile to cash Coordinate the month-end and year-end close process, including audit prep Prepare and publish timely monthly financial statements Maintain Balance Sheet support schedules Ensure quality control over financial transactions and financial reporting Develop and document business processes and accounting policies to maintain and strengthen internal controls Coordinate the preparation of any financial aspects of regulatory reporting, as the need arises Skills Required: 10+ years of experience in accounting and/or finance CPA preferred Blockchain and/or cryptocurrency experience is required Thorough knowledge of accounting principles and procedures Excellent accounting software user and administration skills Must be very organized and detail-oriented Strong verbal and written communication skills, including presentation skills Must be adept at problem-solving, including being able to identify issues and resolve programs in a timely manner Ability to effectively read and interpret information, present numerical data in a resourceful manner, and expertly gather and analyze information Our client is a well-funded startup known as a leader in blockchain infrastructure platforms. Supporting 30+ protocols, 70 out-of-the-box node types, and monitoring plug-ins for cloud and on-premises services. They are a fully remote decentralized team, rapidly growing. They are made up of dedicated and passionate individuals who want to make an impact in this dynamic and emerging industry. They offer competitive salaries as well as employer contributions to health, dental, vision, life and disability insurances.

The Role: Strategic Account Executive - New Logo Sales Who We Are At MBO Partners we give people the control to do the work they love the way they want. We're leading the future of work by building a best-in-class platform for independent professionals and leading enterprise organizations. MBO Partners is a deep job platform that connects and enables independent professionals and micro-business owners to do business safely and effectively with enterprise organizations. While we've been in business for more than 20 years, we treat each day as an opportunity to help innovate, collaborate, and shape the future of work for our enterprise and independent clients. By joining our team, you're helping build and lead the next way of working and contributing directly to our platform roadmap and vision. What You Will Be Doing As a Strategic Account Executive you'll be at the forefront of shaping the future of contingent workforce management. Leveraging your in-depth experience in AOR/EOR, Direct Sourcing solutions, Human Capital, Talent Cloud, VMS, RPO, or MSPs, you'll bring a unique and valuable perspective to the table. You'll be responsible for identifying and securing new logo business opportunities, developing and executing sales plans, building relationships, and closing new business with the support of a seasoned team. You'll attend industry events, network with key stakeholders, and articulate our value proposition. You'll lead proposal development and manage the contracting process to close deals with ease. With 7+ years of professional sales experience and a proven track record of success, you'll have the opportunity to make a real impact and have fun doing it! In this role you will: Develop and update a territory plan to prioritize targets, set goals and objectives and formulate relationship building strategies to engage prospects and firms within targeted verticals Attend industry conferences and company-sponsored events to network with clients and prospects to learn and share insights on the key trends and factors shaping the extended workforce market Demonstrate a strong aptitude for social selling and influence, leveraging MBO's and your personal brand within the extended workforce market Articulate the value and differentiation of our solutions, and how they align to an enterprise's workforce strategy Research and navigate your prospects' organizational landscape to determine the need and identify potential sponsorship for our enterprise programs Develop strong, trusted relationships across the prospect's buying journey including key stakeholders within Talent Acquisition, Procurement, Human Resources, Operations, Finance, and Legal Shepherd a team-based selling process to identify and leverage subject matter experts to help communicate our value proposition and contribute to our overall plan to win new business Lead proposal development and RFP responses in coordination with our Sales Operations team to create a compelling and competitive value proposition Manage the contracting process through close coordination with our Legal and Contracting team Provide consistent updates to our Salesforce CRM to support sales reporting and guide ongoing activity, pipeline growth, and forecast discussions Consistently achieve your sales goals and targets on a quarterly and annual basis What You Need to Stand Out In-depth experience in Direct Sourcing solutions, Human Capital, Talent Cloud, VMS, RPO, or MSPs A minimum of 7 years of professional sales experience offering solutions and services to large enterprise organizations; specific experience selling to the C-Suite, and executives in Talent Acquisition, Procurement, Human Resources, Operations, Finance, and Legal preferred Strong experience in solutions based selling and ability to quickly develop an in-depth understanding of targeted markets and industries Strong network of influencers and decision makers at key prospects and target customers Proven success directly managing a complex sales cycle including consistent quota/goal achievement Experience articulating a compelling value proposition and positioning consultative sales approach to senior audiences at large enterprise clients Here are just a few reasons that you will love working with us Remote work environment Competitive base salary with opportunities for growth and development Excellent medical, dental, and vision plans designed to support healthy lifestyles 401(k) retirement plan Flexible Time Off - take time when you need it Culture based on trust, feedback, communication, success and fun And, much, much more At MBO Partners, we're committed to building a diverse and inclusive environment where passionate professionals can thrive. If you're ready to make a significant impact by connecting exceptional talent with meaningful opportunities, we'd love to hear from you. By applying for this position, you agree to the Terms and Conditions and Arbitration Agreement. You are directing MBO to disclose your personal information to those who may be interested in hiring or engaging with me. You acknowledge and understand that MBO will use your personal information as described in the If you are a resident of California, you understand and acknowledge that MBO will use your personal information as described here. You acknowledge and understand that MBO is an international company and your personal information can be transferred to, stored, and/or processed in any country in which MBO or its affiliates, suppliers, service providers and/or agents maintain facilities, including, but not limited to, the United States of America and the European Union.

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: San Jose - Cam, Los Gatos, Sunnyvale, Mountain View, North San Jose, Palo Alto Client Support Specialist As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have * Series 7 required * Series 63 or ability to obtain within 90 days * 2-3 years of previous financial services experience The Skills You Bring * Broad based knowledge and understanding of general financial planning concepts * Proven customer service, client support and problem resolution skills * Strong verbal and written communication skills * Ability to effectively influence others * Robust time management and organizational skills The Value You Deliver * Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client * Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client * Collaborate with internal business partners to research and resolve complex client requests * Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request The base salary range for this position is $50,000 - $76,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service

The Role: Client Care Specialist Who are we? At MBO we give people the control to do the work they love the way they want. We're leading the future of work by building a best-in-class platform for independent professionals and leading enterprise organizations. MBO Partners is a deep job platform that connects and enables independent professionals and micro-business owners to do business safely and effectively with enterprise organizations. While we've been in business for more than 20 years, we treat each day as an opportunity to help innovate, collaborate, and shape the future of work for our enterprise and independent clients. By joining our team, you're helping build and lead the next way of working and contributing directly to our platform roadmap and vision. Why should you apply? If you're looking for a place to expand your skills and grow your experience, this position offers an opportunity for individuals who love working with a team in a fast-paced and evolving environment, are cool under pressure, love feedback, take challenges head-on and strive for perfection in everything they do. Here are some details you're probably wondering about. What will you be doing The Client Care team is currently seeking a Client Care Specialist who will be intimately involved in the day-to-day support of our customers. You will work closely with the Client Care team members along with a variety of stakeholders, both internal and external, in order to ensure a positive end-to-end customer experience. In this role you will: Build and nurture customer relationships by providing superior customer support via inbound tickets, chat, and telephone. Be available at your desk during working hours in a quiet environment, free of distractions, to answer phone calls Consistently take 70+ tickets and 35+ incoming phone calls per week. Respond to customer inquiries with compassion, speed, accuracy, and professionalism, ensuring a high level of customer satisfaction. Manage incoming support requests by taking calls and handling tickets, troubleshooting issues, and providing timely and effective solutions. Analyze data and support Vendor Management Systems and third-party services where Talent data is entered to understand impact to talent and make adjustments as needed. Coordinate corrective actions with internal teams, such as finance, human resources, client representatives, to ensure timely resolution of complaints, disputes, and special requests. Enhance FAQ and training materials for internal and external customers based on common issues and feedback. Maintain good data hygiene and integrity through detailed case documentation by interpreting documented policies, procedures, and guidelines. Utilize multiple software programs simultaneously while conversing with all levels of internal and external customers. Troubleshoot product failures and make recommendations for escalations when necessary. If you have passion for customer happiness, a roll-up-your-sleeves and get things done attitude, and a drive for data accuracy, this could be the opportunity for you! What do you need to stand out Bachelor's degree preferred 1+ years of Customer Service or related experience Self-motivated, proactive team player with innovative ideas to inspire customer loyalty and adoption Diplomacy, tact, and poise under pressure when working through customer issues Clear and effective communication skills (in person, phone, email, etc.) Proficiency with MS Office Suite Experience with Zendesk a plus, but not a requirement Experience with staffing and/or tech companies preferred Here are just a few reasons that you will love working at MBO Partners Remote work environment Competitive base salary with opportunities for growth and development Excellent medical, dental, and vision plans designed to support healthy lifestyles 401(k) retirement plan Flexible Time Off - take time when you need it Bonus opportunities Wellness allowance Culture based on trust, feedback, communication, success and fun And, much, much more By applying for this position, you agree to the Terms and Conditions and Arbitration Agreement. You are directing MBO to disclose your personal information to those who may be interested in hiring or engaging with me. You acknowledge and understand that MBO will use your personal information as described in the If you are a resident of California, you understand and acknowledge that MBO will use your personal information as described here. You acknowledge and understand that MBO is an international company and your personal information can be transferred to, stored, and/or processed in any country in which MBO or its affiliates, suppliers, service providers and/or agents maintain facilities, including, but not limited to, the United States of America and the European Union.

Our client is fully regulated crypto start up that provides transactional services, business accounts, and platform APIs to banks and e-commerce businesses building solutions using programmable money. You will be a part of a team whose mission is to create a global economy where people and businesses everywhere can more freely connect and transact with each other with new technologies for digital money. They are looking for a Sales Director with experience working with small and large Fintech enterprise clients. As a Sales Director, YOU WILL: Lead large scale enterprise deals in the financial services and banking markets Own the full sales cycle from lead generation to a closed deal and successful onboarding Hire and motivate a driven, efficient sales team Build and maintain KPIs and sales quotas for the team Build realistic sales forecasts Identify opportunities to upsell and cross sell Create sales content, blogs, whitepapers, and presentations YOU BRING: Professional sales experience with large enterprise financial services and banking markets and clients Track record of closing multi-million dollar deals Rolodex of important key players in the space Track record of building and motivating a sales team and growing revenue exponentially Experience with the payments technology Familiarity with blockchain technology Strong understanding of digital assets - cryptocurrencies, tokens Efficient and effective communicator, public presenter, and team player Experience with public speaking and media relations Extremely organized, fast-paced, "hunter" attitude Benefits Competitive salary Stock options Medical, dental, vision, disability and life insurance 401k Remote working Flexible time off Great team mates and challenging projects

Job Description:Is it time to make new investments into your career? Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards. We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants' minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. What to expect… As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice. You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services. You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs. As you gain relationship building and industry expertise, you'll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs. You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment. You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance - and to get the results you are striving toward. You are celebrated. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. You can explore. You'll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career. The Skills You Bring Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads Knowledge or experience in sales or the consultative relationship process Demonstrate accountability and a goal-oriented mindset Natural and demonstrated success in asking deeper questions to fully understand the client's situation Ability and flexibility to work in a “hybrid” work setting, both at home and in office Comfortable with technology and ability to navigate multiple systems simultaneously Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire The Value You Deliver Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations Set up targeted appointments while identifying opportunities to address participant needs related to products and services Our Investments in You Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab) Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab) Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

The Role: Program Specialist Working Hours: This position is expected to work East Coast hours. Preference will be given to candidates who live on the East Coast. Who are we? At MBO we give people the control to do the work they love the way they want. We're leading the future of work by building a best-in-class platform for independent professionals and leading enterprise organizations. MBO Partners is a deep job platform that connects and enables independent professionals and micro-business owners to do business safely and effectively with enterprise organizations. While we've been in business for more than 20 years, we treat each day as an opportunity to help innovate, collaborate, and shape the future of work for our enterprise and independent clients. By joining our team, you're helping build and lead the next way of working and contributing directly to our platform roadmap and vision. Why should you apply? If you're looking for a place to expand your skills and grow your experience, this position offers an opportunity for individuals who love working with a team in a fast-paced and evolving environment, are cool under pressure, love feedback, take challenges head-on and strive for perfection in everything they do. Here are some details you're probably wondering about. What will you be doing As an MBO Client Services Program Specialist, you are responsible for building and maintaining positive relationships with enterprise clients in support of their business objectives related to engaging a contingent workforce and serving as the first line of service for client operational needs. You'll work hand-in-glove with the account management team (sell/grow responsibilities) to ensure all operational components of MBO's commitment to the client experience are achieved (run/optimize responsibilities). This role provides daily consultative support to MBO's clients and their independent contractors throughout the onboarding and project life cycle, including the management of daily client correspondence related to invoicing, escalations and enrollment transactions, talent terminations, and any interdepartmental activity management. This position offers an opportunity for individuals who have a passion for driving client results to collaborate with a cross-functional team in a fast-paced and constantly evolving environment - a team that embraces a growth mindset and ownership culture, focused on solutions that deliver value for enterprise clients, talent, and MBO. Develop and maintain relationships with key account stakeholders to ensure the success and growth of client programs Identify client needs and requirements and recommend suitable solutions Serve as the liaison between the Client, MBO Onboarding Specialists, and Account Management to create and sustain a differentiated client experience through operational excellence Navigate the complex enrollment and compliance requirements associated with the engagement of a contingent workforce for our large enterprise client programs Educate clients regarding specific enterprise program operational requirements to ensure efficient and timely completion of all processes Collaborate with Account Management and Client Services Leadership to drive and support strategic initiatives to drive value for the client, including problem-solving for long-term impact and process redesign Initiate and lead client and talent interactions related to operational processes on a regular basis (phone calls, video conferences) Report weekly to enterprise stakeholders on enrollment statuses to isolate any issues or inconsistencies and proactively address delays Guide client hiring managers and/or MSP providers on MBO processes, systems, and best practices Support MBO Account Directors as they identify opportunities for account growth Facilitate client program enhancements and assist with escalations to continually improve efficiencies and client satisfaction Provide day-to-day consultative support and status updates to Enterprise Clients and internal MBO functional areas using internal tools and standard processes; provide well-written reports as required; be prepared to provide updates to senior leadership on an as-needed basis Participate in the full life cycle of the MBO Client Services including both the Program Specialist and Onboarding Specialist roles; includes conducting personalized, consultative onboarding calls to determine which of MBO's services best fit an independent contactor's individual needs in terms of working as a traditional employee, sole-proprietor, or certified vendor What do you need to stand out Bachelor's degree or equivalent experience (Business, Psychology, Human Resources, Communications, Economics, Finance, or related field) A minimum of 3 years of experience working in relationship management, customer service, human resources, or operations Strong operational and organizational skills with proven attention to detail Ability to quickly comprehend new concepts and drive them through to execution Comfortable navigating different POVs and assisting Clients with the adoption of changes required to achieve their business objectives Proven ability to manage multiple critical priorities simultaneously to achieve the defined outcome Should be a self-motivated, resourceful team player with strong interpersonal skills and confidence Excellent time management, verbal, and written communication skills. A high degree of responsiveness and works with a sense of urgency Great customer service and analytical skills with the ability to easily relate concepts to clients' environment and connect the bigger picture Positive, professional & friendly demeanor Ability to build rapport and relationships easily Good stress tolerance and ability to maintain composure under pressure Takes responsibility/ownership of both positive and negative outcomes VMS, ATS, Background Screening system experience preferred Here are just a few reasons that you will love working at MBO Partners Remote work environment Competitive base salary with opportunities for growth and development Excellent medical, dental, and vision plans designed to support healthy lifestyles 401(k) retirement plan Flexible Time Off - take time when you need it Bonus opportunities Wellness allowance Culture based on trust, feedback, communication, success and fun And, much, much more! By applying for this position, you agree to the Terms and Conditions and Arbitration Agreement. You are directing MBO to disclose your personal information to those who may be interested in hiring or engaging with me. You acknowledge and understand that MBO will use your personal information as described in the If you are a resident of California, you understand and acknowledge that MBO will use your personal information as described here. You acknowledge and understand that MBO is an international company and your personal information can be transferred to, stored, and/or processed in any country in which MBO or its affiliates, suppliers, service providers and/or agents maintain facilities, including, but not limited to, the United States of America and the European Union.

Job Description The Role: Marketing Engagement Manager Who We Are At MBO Partners we give people the control to do the work they love the way they want. We're leading the future of work by building a best-in-class platform for independent professionals and leading enterprise organizations. MBO Partners is a deep job platform that connects and enables independent professionals and micro-business owners to do business safely and effectively with enterprise organizations. While we've been in business for more than 20 years, we treat each day as an opportunity to help innovate, collaborate, and shape the future of work for our enterprise and independent clients. By joining our team, you're helping build and lead the next way of working and contributing directly to our platform roadmap and vision. What You Will Be Doing We're looking for a versatile and hands-on Marketing Engagement Manager who thrives in a fast-paced environment and is able to jump between multiple projects in diverse areas. This role is a true utility player, managing organic and paid social channels, demand generation programs, content support, and light creative production. Must be a team player, willing to pitch in when needed, and quickly adjust to changing priorities. You'll play a key role in driving brand awareness, engagement, and pipeline for MBO Partners by Beeline. You will partner closely with marketing leadership, product marketing, sales, and external creative resources to execute programs that support enterprise growth. This key Marketing role will keep our social presence fresh, campaigns running, creative flowing, and demand steadily building. You'll help us expand our reach, scale our programs, and elevate the MBO brand across all channels. Key responsibilities in this role will be: Demand Generation & Campaigns Build and execute targeted demand generation campaigns across digital channels to support enterprise sales and cross-sell/upsell motions. Manage campaign planning, audience segmentation, and performance reporting. Develop multi-touch journeys for awareness, engagement, and conversion. Partner with sales to align messaging, handoff processes, and reporting. Implement new tools to support demand generation programs Work with third-party vendors to execute demand generation programs Participate in brainstorming sessions, creative reviews, and pipeline-building initiatives. Social Media Manage MBO's organic social media channels to deliver messaging to two distinct audiences (talent and enterprises): planning, creating content calendars, posting, monitoring, and engagement. Develop creatives, copy, and assets for social posts aligning with brand design standards, tone, and best practices; coordinate with internal teams and brand resources as needed. Launch and optimize paid social campaigns (primarily LinkedIn) to drive traffic, conversions, interactions, and enterprise visibility. Track and report on social performance; recommend ways to increase engagement, reach, and followers. Build and post monthly newsletter on LinkedIn Content & Creative Support Draft high-quality short-form content: social captions, landing page copy, ad copy, email copy, and supporting campaign messaging. Assist with basic graphic design for social tiles, simple videos, website and social banners, and light production work. Collaborate with creative partners on larger brand or multimedia projects. Support the development of sales enablement materials when needed (collateral, PPT decks, etc.) Video & Ad-Hoc Creative Coordinate small video edits or simple animation projects for social and campaign needs (e.g., short promos, event teasers, webinar or event clips). Partner with contractors or agencies on larger video or creative projects. Event Planning & Coordination Support planning and execution of webinars, virtual roundtables, and thought-leadership events, including content coordination, promotional campaigns, registration management, and post-event follow-up. Assist with live events such as conferences, trade shows, client dinners, and field marketing activities. Coordinate event logistics (timelines, assets, booth materials, presentations, signage, shipping, etc.). Partner with internal teams and external vendors to ensure smooth, on-brand event execution. Develop post-event nurture plans and track event ROI and engagement. Provide Sales and Growth teams with customized banners for sharing on social channels Assist with event promotions, booth collateral, and follow-up campaigns. What You Need to Stand Out 5+ years of experience in B2B marketing, preferably in staffing, contingent workforce solutions, HR tech, SaaS, or professional services. Proven experience in organic and paid social, especially LinkedIn. Strong working knowledge of demand generation, campaign planning, and performance reporting. Excellent writing skills with the ability to adapt tone and format. Hands-on experience with basic graphic design and tools like Canva, Figma, or Adobe Creative Suite. Familiarity with marketing automation, CRM, and analytics tools (HubSpot, Salesforce, etc.). Ability to manage multiple projects simultaneously and work independently. A collaborative, proactive mindset with strong attention to detail and ability to follow processes. Here are just a few reasons that you will love working with us Remote work environment Competitive base salary with opportunities for growth and development Excellent medical, dental, and vision plans designed to support healthy lifestyles 401(k) retirement plan Flexible Time Off - take time when you need it Culture based on trust, feedback, communication, success and fun And, much, much more At MBO Partners, we're committed to building a diverse and inclusive environment where passionate professionals can thrive. If you're ready to make a significant impact by connecting exceptional talent with meaningful opportunities, we'd love to hear from you. By applying for this position, you agree to the Terms and Conditions and Arbitration Agreement. You are directing MBO to disclose your personal information to those who may be interested in hiring or engaging with me. You acknowledge and understand that MBO will use your personal information as described in the Privacy Policy If you are a resident of California, you understand and acknowledge that MBO will use your personal information as described here. You acknowledge and understand that MBO is an international company and your personal information can be transferred to, stored, and/or processed in any country in which MBO or its affiliates, suppliers, service providers and/or agents maintain facilities, including, but not limited to, the United States of America and the European Union. Powered by JazzHR nAehz8AqKE

Full-time, Part-time Description At ClearPoint CPA's, our mission is to provide clear, insightful, and premier accounting and consulting that empowers businesses and individuals to move forward with confidence. We are committed to building lasting relationships through personalized service, industry expertise, and a steadfast dedication to clarity, integrity, and results. We're building a team that values true collaboration, prioritizes continuous professional development, celebrates both individual and collective successes, and communicates with openness and respect. If you're looking for a workplace where your ideas matter, your growth is supported, and your contributions have real impact, you'll feel right at home here. Join us and be part of a team committed to helping each other thrive. We are currently searching for a detail-oriented and motivated accountant to join our Government Accounting & Advisory Team for local governments in Virginia and Tennessee. The consulting services group of ClearPoint CPAs focuses primarily on assisting localities in areas such as: · Audit readiness · Financial management assistance · Internal controls Requirements · 3-5 years of governmental accounting experience · Strong working knowledge of Excel · Attention to detail and ability to manage multiple client engagements efficiently · Strong communication skills and a client-first mindset Preferred: · Bachelor's Degree in Accounting · Governmental accounting or audit experience · Strong analytical skills · Ability to work effectively in a team environment Work Location: · Johnson City, TN or Norton, VA · Remote work may be an option · Minimal travel Job Types: · Full-time or Flex positions available. Salary: · Compensatory with experience. This is a salaried position. Benefits: · Competitive base salary + performance bonuses · Comprehensive benefits: health, dental, vision, 401(k), life, HSA, short-term disability insurance, long term insurance, hospitalization insurance, cancer insurance, and accident insurance. · Generous PTO + holidays

Full-time Description At ClearPoint CPA's, our mission is to provide clear, insightful, and premier accounting and consulting that empowers businesses and individuals to move forward with confidence. We are committed to building lasting relationships through personalized service, industry expertise, and a steadfast dedication to clarity, integrity, and results. We're building a team that values true collaboration, prioritizes continuous professional development, celebrates both individual and collective successes, and communicates with openness and respect. If you're looking for a workplace where your ideas matter, your growth is supported, and your contributions have real impact, you'll feel right at home here. Join us and be part of a team committed to helping each other thrive. As we grow, we're looking for an experienced Tax Manager to join our leadership team. Key Responsibilities Conduct a thorough analysis of tax returns to provide expert advice to individuals, corporations, partnerships, and trusts and estates Strategize with clients on tax planning and take meetings with clients Manage tax audits and represent clients as needed Research and resolve complex tax issues Foster a culture of tax compliance and awareness throughout the organization Stay updated with changes in tax laws and regulations Provide training and coaching to staff Build and maintain strong client relationships Coordinate tax workflow in the tax department Requirements Active CPA license required Bachelor's or Master's in Accounting, Tax, or related field 10+ years of tax experience in public accounting Strong knowledge of federal and state tax regulations Excellent communication and leadership skills Excellent organizational and time management skills Familiarity with tax software (e.g., UltraTax, Lacerte, or CCH) Work Location: Johnson City, TN, Greeneville, TN, Kingsport, TN Remote work may be an option Minimal travel Salary: Compensatory with experience. This is a salaried position. Benefits: Competitive base salary + performance bonuses Comprehensive benefits: health, dental, vision, 401(k), life, HSA, short-term disability insurance, long term insurance, hospitalization insurance, cancer insurance, and accident insurance. Generous PTO + holidays

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Houston Memorial, Friendswood, Highland Village, Houston (Fannin), Katy Champion Forest As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have * Series 7 required * Series 63 or ability to obtain within 90 days * 2-3 years of previous financial services experience The Skills You Bring * Broad based knowledge and understanding of general financial planning concepts * Proven customer service, client support and problem resolution skills * Strong verbal and written communication skills * Ability to effectively influence others * Robust time management and organizational skills The Value You Deliver * Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Job Description:Is it time to make new investments into your career? Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards. We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants' minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. What to expect… As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice. You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services. You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs. As you gain relationship building and industry expertise, you'll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs. You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment. You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance - and to get the results you are striving toward. You are celebrated. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. You can explore. You'll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career. The Skills You Bring Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads Knowledge or experience in sales or the consultative relationship process Demonstrate accountability and a goal-oriented mindset Natural and demonstrated success in asking deeper questions to fully understand the client's situation Ability and flexibility to work in a “hybrid” work setting, both at home and in office Comfortable with technology and ability to navigate multiple systems simultaneously Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire The Value You Deliver Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations Set up targeted appointments while identifying opportunities to address participant needs related to products and services Our Investments in You Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab) Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab) Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

CD Sales Manager Location: Broadview Heights, OH (Full time on-site) Salary: $60k + bonus + full time benefits including paid holidays, paid vacation, and 401k Summary: The CD Sales Manager oversees all activities related to operations and development of company products by performing the following duties personally or through subordinate supervisors and employees. Responsibilities Review pipelines for timeliness, lock expiration, COE, loan contingency, etc. Works with processors to manage the pipeline to ensure we meet the COE date. Reviews/validates 14-day close submissions prior to submission to the underwriter for completeness. Supports Sales Team by reviewing scenarios and assisting with structuring loan files reviewing income etc. Supports Loan Consultants and production team, resolves or escalates file level issues to sales or processing managers. Communicate training needs as needed to the management team. Review Encompass report for file start date for new files not elevated to PA. Review loans that are in processing that are still floating work with the LO/SM/ to get loans reviewed for locks. Review files that are suspended by underwriting. Meet with LO to review pipeline as needed. Assist new LO's with Encompass questions and DU/LP finding. Conduct monthly meetings with Loan Consultants to review policy changes/system updates. Other duties may be assigned. Job Competencies: Demonstrate advanced product knowledge of FHA, VA, Conventional and other loan programs such as Home Equity Lines of Credit, 2nd Mortgages, Home Improvement, down payment assistance and bond programs. Demonstrate working knowledge of federal and state guidelines, rules and regulations such as RESPA, TILA, HMDA, etc. Advanced ability to analyze complex tax returns and accurately calculate income for all types of borrowers. Ability to maintain a high level of professionalism, customer service, and communication with all parties involved in the loan cycle. Proficient with Encompass, or other paperless mortgage loan origination systems. Understanding of all compliance regulations and investor guidelines. Strong PC Skills. Must be proficient in MS Windows, Excel, Outlook and Work. Intermediate Excel skills a plus. Has knowledge of commonly used terminology, concepts and practices and procedures within the mortgage industry. Ability to meet time deadlines while working under pressure. Ability to effectively handle simultaneous tasks and projects in a fast-paced environment. Able to work independently effectively and efficiently or as a member of a team. Strong business writing and math skills. Ability to effectively analyze loan account related problems and define solutions. Qualifications 2+ years' full time refinance or purchase loan origination experience. Strong desire to succeed in a sales environment and be a top producer. Ability to correctly and accurately structure and price loans. Complete knowledge of conventional and government loan programs (purchase and refinance). Current and Active NMLS license. Four or more additional state NMLS licenses preferred. Desired Education/Experience: High School Diploma or equivalent Two or more recent years' full-time loan origination experience, preferably in a call center environment Minimum of four approved state licenses through the NMLS. Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S. Other Duties: This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction. [EOE/M/F/D/V. Drug-free workplace.] #LI-DS1

New American Funding is seeking motivated and experienced Consumer Direct Loan Officers to join our high-performing sales team. As a CD Loan Officer, you will receive 100% inbound leads from motivated homebuyers-no cold calling required. You'll work in a fast-paced environment where you can focus on what you do best: closing loans, building relationships, and helping clients achieve their homeownership goals. What You'll Do: Handle 100% inbound calls from pre-screened, motivated homebuyers and/or refinancers Consult with borrowers to understand their mortgage needs and present appropriate loan options Work closely with our in-house processors and underwriters to ensure timely closings Build strong relationships with clients to drive future refinance and referral opportunities Maintain high standards of compliance and customer service throughout the loan process What You'll Get: Industry-leading commission structure with no cap on earnings Access to thousands of Real Estate partners to help your clients find homes quickly State-of-the-art tech stack: Fast CRM, LOS, texting tools, and mobile loan applications Exclusive NAF Rapid App for quick and accurate borrower applications We service our own loans-your info stays on the borrower's monthly statement Client-for-life model: You retain ownership of your funded clients for future business Starting Salary: Minimum wage based on City/County/State + bonus + OT + full time benefits including 401k, PTO, Paid Holidays Location: Tustin, CA Work Location Requirements: Candidates who live within 31 miles of a Consumer Direct Call Center are required to work on-site. If you reside more than 31 miles away, a remote work option is available. Call Center Locations: Tustin, CA | Riverside, CA | Temecula, CA | Scottsdale, AZ | Dallas, TX | Austin, TX | Twinsburg, OH | Las Vegas, NV | Columbia, MD | Charlotte, NC | Novi, MI Responsibilities Respond to inbound calls and digital leads from qualified home shoppers Consult with borrowers to understand their financial goals and recommend appropriate loan solutions Guide borrowers through the mortgage application process from pre-qualification to closing Maintain an active pipeline and follow up regularly with prospects and clients Meet or exceed monthly sales and conversion goals Ensure compliance with all applicable regulations and internal policies Work collaboratively with internal teams including processing, underwriting, and closing Qualifications 2+ years' full time purchase or refinance loan origination experience; call center environment preferred. Strong desire to succeed in a sales environment and be a top producer. Ability to correctly and accurately structure and price loans. Complete knowledge of conventional and government loan programs (purchase and refinance). Current NMLS license. ( Must have pass National test & 20 hour lic. course.) Desired Education/Experience High School Diploma or equivalent Two or more recent years' full time loan origination experience, preferably in a call center environment Current NMLS license. Other Duties: This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization. Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction. [EOE/M/F/D/V. Drug-free workplace.] #LI-DN1

The Role: Marketing Engagement Manager Who We Are At MBO Partners we give people the control to do the work they love the way they want. We're leading the future of work by building a best-in-class platform for independent professionals and leading enterprise organizations. MBO Partners is a deep job platform that connects and enables independent professionals and micro-business owners to do business safely and effectively with enterprise organizations. While we've been in business for more than 20 years, we treat each day as an opportunity to help innovate, collaborate, and shape the future of work for our enterprise and independent clients. By joining our team, you're helping build and lead the next way of working and contributing directly to our platform roadmap and vision. What You Will Be Doing We're looking for a versatile and hands-on Marketing Engagement Manager who thrives in a fast-paced environment and is able to jump between multiple projects in diverse areas. This role is a true utility player, managing organic and paid social channels, demand generation programs, content support, and light creative production. Must be a team player, willing to pitch in when needed, and quickly adjust to changing priorities. You'll play a key role in driving brand awareness, engagement, and pipeline for MBO Partners by Beeline. You will partner closely with marketing leadership, product marketing, sales, and external creative resources to execute programs that support enterprise growth. This key Marketing role will keep our social presence fresh, campaigns running, creative flowing, and demand steadily building. You'll help us expand our reach, scale our programs, and elevate the MBO brand across all channels. Key responsibilities in this role will be: Demand Generation & Campaigns Build and execute targeted demand generation campaigns across digital channels to support enterprise sales and cross-sell/upsell motions. Manage campaign planning, audience segmentation, and performance reporting. Develop multi-touch journeys for awareness, engagement, and conversion. Partner with sales to align messaging, handoff processes, and reporting. Implement new tools to support demand generation programs Work with third-party vendors to execute demand generation programs Participate in brainstorming sessions, creative reviews, and pipeline-building initiatives. Social Media Manage MBO's organic social media channels to deliver messaging to two distinct audiences (talent and enterprises): planning, creating content calendars, posting, monitoring, and engagement. Develop creatives, copy, and assets for social posts aligning with brand design standards, tone, and best practices; coordinate with internal teams and brand resources as needed. Launch and optimize paid social campaigns (primarily LinkedIn) to drive traffic, conversions, interactions, and enterprise visibility. Track and report on social performance; recommend ways to increase engagement, reach, and followers. Build and post monthly newsletter on LinkedIn Content & Creative Support Draft high-quality short-form content: social captions, landing page copy, ad copy, email copy, and supporting campaign messaging. Assist with basic graphic design for social tiles, simple videos, website and social banners, and light production work. Collaborate with creative partners on larger brand or multimedia projects. Support the development of sales enablement materials when needed (collateral, PPT decks, etc.) Video & Ad-Hoc Creative Coordinate small video edits or simple animation projects for social and campaign needs (e.g., short promos, event teasers, webinar or event clips). Partner with contractors or agencies on larger video or creative projects. Event Planning & Coordination Support planning and execution of webinars, virtual roundtables, and thought-leadership events, including content coordination, promotional campaigns, registration management, and post-event follow-up. Assist with live events such as conferences, trade shows, client dinners, and field marketing activities. Coordinate event logistics (timelines, assets, booth materials, presentations, signage, shipping, etc.). Partner with internal teams and external vendors to ensure smooth, on-brand event execution. Develop post-event nurture plans and track event ROI and engagement. Provide Sales and Growth teams with customized banners for sharing on social channels Assist with event promotions, booth collateral, and follow-up campaigns. What You Need to Stand Out 5+ years of experience in B2B marketing, preferably in staffing, contingent workforce solutions, HR tech, SaaS, or professional services. Proven experience in organic and paid social, especially LinkedIn. Strong working knowledge of demand generation, campaign planning, and performance reporting. Excellent writing skills with the ability to adapt tone and format. Hands-on experience with basic graphic design and tools like Canva, Figma, or Adobe Creative Suite. Familiarity with marketing automation, CRM, and analytics tools (HubSpot, Salesforce, etc.). Ability to manage multiple projects simultaneously and work independently. A collaborative, proactive mindset with strong attention to detail and ability to follow processes. Here are just a few reasons that you will love working with us Remote work environment Competitive base salary with opportunities for growth and development Excellent medical, dental, and vision plans designed to support healthy lifestyles 401(k) retirement plan Flexible Time Off - take time when you need it Culture based on trust, feedback, communication, success and fun And, much, much more At MBO Partners, we're committed to building a diverse and inclusive environment where passionate professionals can thrive. If you're ready to make a significant impact by connecting exceptional talent with meaningful opportunities, we'd love to hear from you. By applying for this position, you agree to the Terms and Conditions and Arbitration Agreement. You are directing MBO to disclose your personal information to those who may be interested in hiring or engaging with me. You acknowledge and understand that MBO will use your personal information as described in the If you are a resident of California, you understand and acknowledge that MBO will use your personal information as described here. You acknowledge and understand that MBO is an international company and your personal information can be transferred to, stored, and/or processed in any country in which MBO or its affiliates, suppliers, service providers and/or agents maintain facilities, including, but not limited to, the United States of America and the European Union.

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Scottsdale, Chandler, Glendale, Biltmore Client Support Specialist As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have * Series 7 required * Series 63 or ability to obtain within 90 days * 2-3 years of previous financial services experience The Skills You Bring * Broad based knowledge and understanding of general financial planning concepts * Proven customer service, client support and problem resolution skills * Strong verbal and written communication skills * Ability to effectively influence others * Robust time management and organizational skills The Value You Deliver * Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client * Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client * Collaborate with internal business partners to research and resolve complex client requests * Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Full-time Description At ClearPoint CPA's, our mission is to provide clear, insightful, and premier accounting and consulting that empowers businesses and individuals to move forward with confidence. We are committed to building lasting relationships through personalized service, industry expertise, and a steadfast dedication to clarity, integrity, and results. We're building a team that values true collaboration, prioritizes continuous professional development, celebrates both individual and collective successes, and communicates with openness and respect. If you're looking for a workplace where your ideas matter, your growth is supported, and your contributions have real impact, you'll feel right at home here. Join us and be part of a team committed to helping each other thrive. We are currently looking for an experienced Tax Manager to join our leadership team. Key Responsibilities Conduct a thorough analysis of tax returns to provide expert advice to individuals, corporations, partnerships, and trusts Strategize with clients on tax planning Manage tax audits and represent clients in audits Research and resolve complex tax issues Foster a culture of tax compliance and awareness throughout the organization Stay updated with changes in tax laws and regulations Provide training and coaching to staff Build and maintain strong client relationships Requirements Active CPA license required Bachelor's or Master's in Accounting, Tax, or related field 5+ years of tax experience in public accounting Strong knowledge of federal and state tax regulations Excellent communication and leadership skills Familiarity with tax software (e.g., UltraTax, Lacerte, or CCH) Work Location: Kingsport TN, Greeneville, TN and Norton, VA Remote work may be an option Minimal travel Salary: Compensatory with experience. This is a salaried position. Benefits: Competitive base salary + performance bonuses Comprehensive benefits: health, dental, vision, 401(k), life, HSA, short-term disability insurance, long term insurance, hospitalization insurance, cancer insurance, and accident insurance. Generous PTO + holidays

Get paid commissions while you learn! Inside Loan Agents receive 100% inbound calls from NAF generated leads, the same leads as the Sr LO's. We also supply the best ongoing training and leadership in the Call Center Industry, all focused on your success. NAF LO's have all the modern tools needed to move fast and be successful, including: Industry leading Comp Plan with super low online rates and fees. 1000's of Real Estate partners to help your borrower find a home quick, and ensure the loan closes with you. The latest and greatest CRM and LOS systems. NAF's Rapid app ensures quick and accurate 1003's from your borrower, on their cell phone Texting ability from our CRM, as well as mass voice mails to reach a group. We service our own loans, your picture and contact info stay on their mortgage coupon. All your funded clients are yours to keep, you get the refinances and referrals for higher comp Location: Broadview Heights, OH Salary: $15/hr + bps + full time benefits including 401k, paid holidays, and paid vacation Responsibilities Duties and Responsibilities: Builds rapport and leverages customer relationships with existing and potential borrowers with the goal of meeting customer needs and exceeding their expectations. Analyze customers' financial situations and provide the appropriate solution by advising customers as to the appropriate loan product for them. Perform lock extensions, pipeline management, appraisal orders among other daily duties Excel in a fast paced environment with the ability to multitask and follow up with multiple customer and work on multiple files each and every day. Accept multiple live, qualified inbound leads daily. Lock loans at point of sale, request initial documents from the customer, and submit an initial, paperless loan package to production staff. Collect and analyze customers documentation for submission to underwriters for pre-qualification of purchase clients Structure and price loans accurately. Other duties may be assigned. Qualifications Desired Competencies: Some experience and current product knowledge of FHA, VA, Conventional and other loan programs. Demonstrate working knowledge and skills to learn federal and state guidelines, rules and regulations such as TRID. Excellent written and oral communication skills. Desired Education/Experience: Current working knowledge of mortgage loan process. 0-2 years' experience as a Loan Processor, Jr. Processor, Loan Setup Clerk, Loan Officer Assistant, Sales, or equivalent. Proficient with Encompass, or other paperless mortgage loan origination systems. NMLS licensing preferred, but not required in some branches. High School Diploma or equivalent. Other Duties: This job may require frequent sitting or standing for long periods of time. This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization. Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction. [EOE/M/F/D/V. Drug-free workplace.] #LI-DS1