Account Associate jobs at Cadence Bank - 489 jobs

The Accounts Payable Coordinator is responsible for daily accounts payable and expense reimbursement operations for multiple companies. This position will report to the AP Manager of AMB Sports & Entertainment and will ensure that all procedures are being followed and that vendors are being paid timely. This position will handle duties as outlined below. This is a part-time role based on-site at Mercedes-Benz Stadium in downtown Atlanta. Roles and Responsibilities Open and distribute mail via proper channels. Assign Corporate Cards to the appropriate associate profile in Concur. Reconcile and pay medical invoices. Assign invoices to appropriate associate profile in Concur. Reconcile Concur rejected invoice report on a weekly basis. Contact associates concerning outstanding invoices and expense reports. Reconcile Aged Trial Balance and various other reports to ensure accuracy of data. Collaborate on other projects or duties as needed. Qualifications and Education Requirements Experience with SAP Concur (or similar automated accounts payable system) is a plus. Experience in a multi-company accounts payable processing environment. Working knowledge of Great Plains or similar accounting system. Proficiency in Microsoft Office products (Excel, Word, Outlook). Required Skills Well organized, highly motivated, and self-directed individual who is a team player. Ability to maintain strict confidentiality; Positive, high energy attitude Excellent oral and written communication skills with the ability to work well with internal and external customers Excellent time management skills

Job Category: Accounting Apply now Full-Time Hybrid Bethesda - Rock Spring 410 6500 Rock Spring Drive Suite 410 Bethesda, MD 20817, USA Bethesda - Rock Spring 410 6500 Rock Spring Drive Suite 410 Bethesda, MD 20817, USA Bethesda - Rock Spring 500 6500 Rockspring Drive Suite 500 Bethesda, MD 20817, USA Bethesda - Rock Spring 500 6500 Rockspring Drive Suite 500 Bethesda, MD 20817, USA NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Summary: As an Account Executive in Mid Market segments, you will support consultants in managing client accounts by researching, analyzing, and evaluating medical, dental, life and disability benefits plans and programs for employers. The expectation at this level is that the Account Executive will exercise more independent thinking and be able to complete projects with little guidance from consultants. Often, tasks are time sensitive and the employee may be working under intense deadlines and pressure. Data entry and analysis - assist the consulting team in gathering, organizing, entering and analyzing data using Excel spreadsheets to be used for various client projects. This role also involves an increased focus on analysis of the results and managing portions of projects, including reviewing the work of lower level analysts. Marketing efforts - gather benchmarking, utilization or rate data from the vendors via a Request for Proposal (RFP); interpret the meaning of the data and summarize the responses from the RFP in Excel or PowerPoint format for presentation to the client Plan design consolidation - gather data from the client and current vendors needed for analyzing the impact of a client's consolidation of its healthcare plans; typically involves organizing and summarizing plan design details and costs in Excel for further analysis by the team; responsibilities also include checking data for reasonableness and follow-up with vendors regarding missing or inaccurate data. For experience rated clients - Cost projections and vendor renewal workups - gather data from the client and vendors to populate Excel spreadsheets used for developing cost projections and evaluation of vendor renewal workups; results are used as part of client renewal and budget meetings For experience rated clients - Tracking claims experience - gather data from client and vendors and check for reasonableness using independent judgment; analyze actual versus expected healthcare costs using an Excel template; results are typically sent to clients on a monthly or quarterly basis Understand Health and Benefits products, services and tools - Understand vendor/carrier markets, more advanced underwriting and financial skills, Health & Benefit products, services and technical tools, and intranet resources offered by NFP by participating in training courses, online learning, or through learning from more experienced colleagues. Project management & consulting skills - understand and demonstrate project management and consulting skills such as: Managing the quality and timeliness of client deliverables Helping to develop budgets and billing reports Participating in client calls and meetings as appropriate Delegating to and reviewing project work of more junior colleagues Assisting with the preparation and delivery of clear and concise client-friendly communications. Develop and present benchmarking reports - gather and analyze health benefits data from a national survey administered and published by various sources, input it into a standardized template and compare a client's medical and dental plan information (such as the benefits they offer, rates, contributions) to other companies by industry or geography and present the final report to the client. The analyst will have a discussion with a consultant up front to determine what cuts of the data to make Requirements: BA/BS preferred Three to five years of industry experience required Intermediate to Advanced knowledge of MS Office Tools (Excel, PowerPoint) Excellent interpersonal skills; strong oral and written communication skills. Life & Health License required What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $55,000 - $110,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. Qualifications Skills Behaviors Motivations Education Experience Licenses & Certifications Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr

A financial solutions company seeks an Account Executive in Employee Benefits to support consultants in managing client accounts through data analysis and project management. This hybrid role requires three to five years of industry experience, strong knowledge of MS Office, and a Life & Health License. The compensation ranges from $55,000 to $110,000, influenced by factors including experience and location. Join a company recognized for its commitment to a people-first culture and competitive benefits. #J-18808-Ljbffr

We are FIS. Our technology powers the world's economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients, and communities. If you're ready to start learning, growing, and making an impact with a career in fintech, we'd like to know: Are you FIS? About the Role: As a valued member of our team, the Financial Services Account Associate II supports the company in delivering a positive customer experience in a metric driven environment. You are responsible for protecting the best interest of our clients by handling customer inquiries and resolving complex issues, completing account maintenance and processing transactions for mutual fund account holders and financial professionals. About the Team: Our Customer Service Team is part of the Capital Markets group and supports the Legacy client customer base. Our team includes 100+ associates who work virtually in multiple locations and are well trained with a desire to provide superior financially driven customer service. We value and expect thoughtfulness and high performance from everyone at FIS and look forward to you joining our family! At FIS we believe our colleagues are as important as our clients and consumers for whom we provide world-class service and support. What you will be doing? Providing customer service via inbound calls in a fast-paced, team-oriented environment, utilizing an automatic call distribution system. We work within multiple transfer agent systems and Microsoft Office applications. Work location is hybrid some days in the office and some days work virtually from home. On the days you are working from home, you will be required you to identify a location from which you can maintain the confidentiality of customer account information. Consistently being on camera will be required during any meetings or training. Full-time position working an eight hour per day schedule somewhere between the hours of 8:00am -6:00pm Eastern time (Monday through Friday) after conclusion of training. Participating in ongoing training and staying abreast of financial regulatory changes. What you will need: Strong technical skills ability to multitask, troubleshoot, and navigate various systems at once. Flexibility to work overtime when volumes dictate. High-speed internet with ethernet access that meets our criteria of 50 MBPS download and 6 MBPS upload. Ability to productively handle inbound telephone calls and meet performance goals Ability to work independently and in a team environment Bilingual (English/Spanish) a plus Investment industry or financial experience desired College degree (or currently working towards one) or financial customer service experience desired At FIS, we are as committed to growing our employees' careers as our own business. We offer: 100% virtual training 8:30am - 5:00pm ET (Monday through Friday) for 5 to 6 weeks. You will be expected to be on camera during training Attractive benefits including medical, dental, and vision coverage Inclusive and diverse team atmosphere Professional and personal development Resources to contribute to your community Competitive salary and benefits Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass

**Job Title: Bookkeeper and Compliance Administrator (Part-Time)** **Company:** Intersection Real Estate **About Us:** Intersection Real Estate is a leading real estate investment and property management company based in the St. Louis region. From sales to construction, maintenance to day-to-day property management, we provide our clients with all of the tools needed to invest in real estate here in St. Louis. **Job Summary:** We are seeking a detail-oriented and experienced Bookkeeper and Compliance Administrator (Part-Time) to oversee all bookkeeping functions within our operations, including accounts payables and receivables, expense tracking, reconciliations, and end of year coordination with our CPA. This position will also oversee brokerage compliance. This is a part-time position, with expectations of between 15-25 hours per week, but could grow over time. It is a hybrid remote/in-office position. The ideal candidate will have a strong understanding of real estate, property management, and trust accounting, and will work to ensure timely and accurate financial reporting while also implementing and maintaining effective accounting policies and procedures. This position requires a strong analytical mindset, excellent leadership skills, and a thorough understanding of accounting principles. This person will work with and report directly to the company's CEO. **Key Responsibilities:** Manage day to day accounting operations, including accounts payable, accounts receivable, expense tracking, and payroll reporting Ensure an accurate and timely monthly, quarterly and year end close for both the business and for our clients Develop and maintain filing system and procedures for record retention, protection, retrieval, transfer, and disposal. Manage relationships with vendors, clients, tenants, and staff Ensure our client have a reliable and knowledgable representative for when they have questions regarding their income and expenses Pay bills, issue invoices, record receipts, and make bank deposits Conduct a monthly reconciliation of every bank and credit card account Provide information to the external accountant for tax filings Track accounting for internally held rental properties Provide clerical and administrative support to management, as requested Process commissions and oversee brokerage transaction compliance Scan documents and organize bills, leases and other documents Oversee owner statements and distributions Work directly with property management team on tenant delinquencies Work directly with maintenance team to track expenses, billable hours, mileage reimbursements Create invoices and bills from work orders, larger renovation projects, and other sources of revenue Assist in an audit of existing accounting entries, and development of new practices for better analysis of the company's finances Oversee transaction coordination for sales division **Qualifications:** Bachelor's Degree in Accounting, Finance, or related field Minimum of 5 years relevant accounting experience, with experience in real estate and property management preferred Proficient in QBO, Microsoft Office Suite; experience with AppFolio, and/or other property management software preferred Ability to work independently, with excellent analytical and problem-solving skills, and a keen attention to detail **What We Offer:** Hybrid in-office and remote work. Expecting 15-25 hours of work per week. May vary based on a monthly cycle. Pay range between $35.00 and $40.00 per hour A supportive and dynamic work environment with an opportunity to grow with a growing company Office is located in Olivette. We look forward to hearing from you!

The Major Fund Accounting & Reporting team member will be involved in a wide range of investment accounting and operational activities across multiple asset classes - cash, domestic and global equities, fixed income, hedge funds, real estate, and private investments. Overall Responsibilities: Fund Accounting and Operations: Act as a team lead to assist and mentor OAR team members in the preparation of workpapers and reports to support both internal and external clients' needs including but not limited to: Monthly accounting close processes Private Investment and Hedge Fund monthly valuation/pricing processes Monitoring private investment activity (calls and distributions) Monitoring and preparing public and hedge fund investment activity (calls and distributions) Consolidation processes Monthly, quarterly, and annual investment reports External fund manager reconciliations Audit work papers and other information Financial Statement Preparation Workpaper Review: Perform initial review of Senior Analyst and Analyst prepared workpapers and reports Content Resource: Take initiative to find solutions to issues as they arise; coach/mentor team members and provide oversight where applicable Build Relationships: Actively engages with clients and customers to find solutions, resolve issues, strengthen relationships and build trust Ad Hoc Project and Reporting Requests: Team lead for projects and the preparation of special ad hoc reporting requests as assigned Requirements: A bachelor's degree in accounting MBA or CPA Minimum 7 years' experience in public accounting or other financial services accounting role Thorough understanding of endowment and accounting processes and workflows Competency with applications and technology tools used in team processes and workflows Highly responsible and takes ownership of their assignments and work product Ability to manage multiple assignments and priorities Elevated attention to detail Strong verbal and written communications skills and presence to communicate effectively Collegial team player possessing intellectual curiosity, sound judgment, and thoughtfulness Constructive, “can do” attitude committed to consistently doing what is in the best interest of the organization Unquestioned honesty, integrity, and transparency Cultural fit is a must in a respectful, collegial, and open working environment Proficiency in Microsoft Office 365, SharePoint, Adobe Acrobat and Microsoft Power BI or equivalent NOTE: This role requires in-office, 4 days a week, Monday thru Thursday. Click here to learn more about UTIMCO's mission and impact

Gelfand, Rennert & Feldman, Focus Partners Business Management is seeking a full charge Bookkeeper to join our team of dedicated professionals. The Bookkeeper is responsible for computing, classifying, and recording financial transactions to ensure the financial records of assigned clients are accurate. Focus Partners provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Primary Responsibilities Process accounts payable and accounts receivable Perform credit card and bank reconciliations Maintain electronic filing system General communication with vendors, clients, and client representatives via phone, email, and in-person Perform cash flow reports and cash balances as required Assist in assembling information for year-end tax packages for accountants Provide some assistance with insurance questions Identify, trace, and correct errors Prepare/review 1099 reports Prepare journal entries Assist in the preparation and processing of payroll, as well as applicable reporting Print reports (such as financial statements) for review Other projects and duties as assigned Qualifications Currently pursuing or recently received an associate's or bachelor's degree in finance, economics, business, or a related field. Expected graduation date by January 2026 Ability to work and commute out of our St. Louis, MO office Candidates must have permanent authorization to work in the U.S. Excellent communication skills (in person, on the phone, and via email) Sense of urgency Keen eye for details Ability to quickly shift gears without losing focus Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.) Experience with AgilLink software is preferred This position is a non-exempt position. The annualized base pay range for this role is expected to be between $50,000 - $55,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education. Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

About the Job At Rivero, Gordimer & Co., P.A. (RGCO), we really care about your success. We promote work-life balance and put you in charge of your career. Our deeply engaged leadership works with staff at all levels to ensure that their individual career aspirations are supported. If you care about providing top-level service to your clients, we would love to talk with you about joining our Client Accounting Services team. Responsibilities Obtain and maintain a thorough understanding of multiple clients' financial reporting and general ledger structure Maintain and reconcile multiple clients' accounting in QuickBooks Desktop/ QBO and Accounting Creative Solutions Prepare accounting records, financial statements, taxes, and other financial reports Prepare Monthly/Quarterly/Annual sales tax return and multi state returns Process payroll, including annual and quarterly payroll tax returns Prepare vendor 1099-Misc at year end Occasionally cover for the Accounts Payable roles Handle fixed asset and capital project tracking Prepare and Post journal entries and other month-end close processes Prepare balance sheet reconciliations Ensure accurate and timely reporting of all financial and non-financial reports Collaborate with other department managers and executive management to support overall Company goals and objectives Qualifications Previous experience as a full charge bookkeeper in a CPA firm required 5+ years of experience in a bookkeeping role required Associate degree in accounting or related field preferred 5+ years of QuickBooks online and QuickBooks Desktop experience required Experience Microsoft Office applications with at least intermediate understanding of Excel Proven ability to work independently as well as in a collaborative team environment Able to manage workflow and meet deadlines and work efficiently under tight deadlines Strong communication and interpersonal skills Financial statement expertise is a must Thompson Reuter Accounting Creative Solution software preferred CCH ProSystem Fixed Assets software experience preferred Why join RGCO? Office located in exciting and growing downtown area of Tampa, FL Competitive compensation with annual bonus Robust PTO and holiday schedule 100% Employer paid health, long-term disability and short-term disability insurances 401K Safe Harbor, Profit Sharing and access to a host of other voluntary benefits Paid Parking for all employees Base Compensation $65,000 - $85,000 per year paid on an hourly basis, plus overtime commensurate with experience.

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Position Description The Account Associate Group serves a unique and dynamic role, focusing on servicing PIMCO's institutional. As an Account Analyst (AA), you will collaborate with various groups across PIMCO to ensure the highest level of service delivery to our clients. Working closely with a dedicated relationship team in Account Management, you will support business development initiatives and drive sales efforts with our clients. This position offers a fantastic opportunity for individuals aspiring to build a long-term career with PIMCO, with potential pathways to serve clients and the firm in various capacities over time. In addition to client servicing responsibilities, most members of the group achieved CFA, CIMA, CAIA, and other industry designations with firm support. Many dedicated AAs have successfully transitioned into account management, product strategy, and client-facing roles in other distribution channels. Location This role can be based in Newport Beach, CA, or Austin, TX Key Relationships * PIMCO Investment Professionals and Associates in Account Management, Product Strategy, and Business Development. * PIMCO Fund Operations Group and Alternative Investor Services * Current and prospective clients About You If you identify with the following qualities, we encourage you to apply for this exciting opportunity at PIMCO. We offer a dynamic work environment where you can make a meaningful impact: * Relationship-Builder: You excel at building relationships, paying attention to details, and have a passion for financial markets and client service. * Collaborative: You foster positive relationships with clients, colleagues, and external stakeholders through a collaborative work style. * Emotionally Intelligent: You possess high emotional intelligence, adaptability, and resilience. * Organized & Efficient: Your exceptional organizational and project management skills enable you to manage multiple various initiatives simultaneously. * Trustworthy: You demonstrate credibility and integrity, characterized by consistent behavior and high ethical standards. * Curious & Driven: Your intellectual curiosity fuels your dedication to professional development and staying informed about emerging trends. * Problem Solver: You approach complex issues with a critical and empathetic mindset, finding creative solutions. * Self-Motivated: You are detail-oriented and consistently deliver on responsibilities with a focus on client needs, teamwork, and effective communication. * Adaptable: You thrive in fast-paced environments, adjusting to shifting priorities and working effectively with ambiguity. * Versatile: You navigate unstructured processes and manage multiple demanding responsibilities with ease. * Aligned with PIMCO's Values: You embody PIMCO's values of Collaboration, Openness, Responsibility, and Excellence, guiding our commitment to delivering the best for our clients and each other. Responsibilities The key responsibilities include, but are not limited to: * Draft internal business presentations and prepare client-servicing materials * Increase efficiency and improve sales abilities by using business intelligence and data, deploying marketing and thought leadership regularly, segmenting clients routinely and recording client information in CRM via consistent profiling efforts. * Provide current insight regarding the firm and product specific investment philosophy, process, strategy, performance and other important information directly or indirectly to clients, prospective clients and consultants * Build and maintain a variety of materials to support new business development and existing business initiatives * Gather, analyze, and discuss market trends with colleagues and clients * Summarize and explain sophisticated financial and economic concepts to educate clients Position Qualifications * Bachelor's Degree required * Progress towards the CFA designation strongly preferred. * Completion of Series 7 and 63 within the first six (6) months of employment. * Knowledge of and interest in the financial markets, fixed income, and portfolio management techniques. * Demonstrated proficiency in Microsoft Excel, strong knowledge of data querying tools a plus * Self-starter with the ability to work in a demanding and highly focused environment. * Outstanding relationship building skills and intellectual curiosity. * Strong written and verbal communication skills, with excellent attention to detail, enabling effective collaboration with all levels of colleagues across the organization. PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 105,000.00 - $ 115,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Position Description The Account Associate Group serves a unique and dynamic role that is based around the core responsibility of servicing PIMCO's institutional clients. The individuals that make up this teamwork within the broader account management group to ensure delivery of the highest level of service to clients. The primary responsibility of the associates and analysts is to work alongside account managers as part of dedicated relationship teams, gathering, analyzing, and discussing economic and fixed income trends, evaluating portfolio structures and strategies, and delivering performance attribution analyses. In addition to client servicing responsibilities, most members of the group participate in the Chartered Financial Analyst (CFA) program through the CFA Institute. This position offers a fantastic opportunity for individuals aspiring to build a long-term career with PIMCO, with potential pathways to serve clients and the firm in various capacities over time. Many dedicated AAs have successfully transitioned into account management, strategic accounts, and client-facing roles in other distribution channels, while others have achieved CFA, CIMA, CAIA, and other industry designations with firm support. Location This role can be based in Newport Beach, CA, or Austin, TX. Key Relationships * PIMCO Investment Professionals including other members of the Account Management Group, Product Managers and Associates, and Portfolio Managers and Trade Assistants. * PIMCO Fund Operations Group * Current and prospective clients. About You If you identify with the following qualities, we encourage you to apply for this exciting opportunity at PIMCO. We offer a dynamic work environment where you can make a meaningful impact: * Relationship-Builder: You excel at building relationships, paying attention to details, and have a passion for financial markets and client service. * Collaborative: You foster positive relationships with clients, colleagues, and external stakeholders through a collaborative work style. * Emotionally Intelligent: You possess high emotional intelligence, adaptability, and resilience. * Organized & Efficient: Your exceptional organizational and project management skills enable you to manage multiple various initiatives simultaneously. * Trustworthy: You demonstrate credibility and integrity, characterized by consistent behavior and high ethical standards. * Curious & Driven: Your intellectual curiosity fuels your dedication to professional development and staying informed about emerging trends. * Problem Solver: You approach complex issues with a critical and empathetic mindset, finding creative solutions. * Self-Motivated: You are detail-oriented and consistently deliver on responsibilities with a focus on client needs, teamwork, and effective communication. * Adaptable: You thrive in fast-paced environments, adjusting to shifting priorities and working effectively with ambiguity. * Versatile: You navigate unstructured processes and manage multiple demanding responsibilities with ease. * Aligned with PIMCO's Values: You embody PIMCO's values of Collaboration, Openness, Responsibility, and Excellence, guiding our commitment to delivering the best for our clients and each other. Responsibilities The key responsibilities include, but are not limited to: * Gather, analyze, and discuss market trends and data with colleagues and clients. * Analyze portfolio characteristics in the context of broader investment themes. * Evaluate risk reports, perform attribution research, and conduct scenario analysis. * Create customized client reports and respond to ad-hoc inquiries. * Draft internal presentations and prepare client-servicing materials. * Summarize and explain complex financial and economic concepts to educate and service existing and prospective relationships. Position Qualifications * Must possess a four-year college degree with a preferred major in Business/Finance, Economics, or Accounting. Progress toward the CFA designation is a plus. * 2-4 years of experience in financial services, asset management, investment banking or accounting. A strong background and/or interest in fixed income and economics is important. * Completion of Series 7 and 63 within the first six (6) months of employment. * Knowledge of and interest in the financial markets, fixed income, and portfolio management techniques. * Demonstrated proficiency with Microsoft Excel and strong knowledge of software applications in general, including but not limited to index-provider databases, query tools and Bloomberg. * Self-starter, ability to work within the firm's demanding and highly focused environment * Outstanding relationship building skills * Ability to clearly articulate analysis, written and verbally * Knowledge of fixed income securities and portfolio management techniques * Work effectively with all levels of personnel as part of a team * Excellent time-management, multi-tasking, organization and communication skills * Clear commitment to PIMCO's culture, values and approach PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 105,000.00 - $ 115,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

Who We Are: TradeStation is the home of those born to trade. As an online brokerage firm and trading ecosystem, we are focused on delivering the ultimate trading experience for active traders and institutions. We continuously push the boundaries of what's possible, encourage out-of-the-box thinking, and relentlessly search for like-minded innovators. At TradeStation, we are building an AI-First culture. We expect team members to embrace AI as a core part of their daily workflow, whether that's using AI to accelerate development, enhance decision-making, improve client outcomes, or streamline internal processes. We hire, grow, and promote people who can harness AI responsibly and creatively. We treat AI as a partner in problem-solving, not just a tool; following our governance standards to ensure AI is used ethically, securely, and transparently. If you join us, you're joining a culture where AI is how we work . Are you ready to make yourself at home? What You'll Be Doing: The Account Services Representative is responsible for a wide range of tasks related to account opening, maintenance, and servicing. This position involves processing client account requests, conducting Know Your Customer (KYC) reviews, offering exceptional customer support, and ensuring effective communication between clients and internal teams. In addition, the role requires the ability to manage multiple tasks in a fast-paced environment, resolve issues quickly, and maintain strong written communication skills. Prepare new account paperwork for principal reviews Process account openings, closings, and other administrative requests Enter account information in various back-office systems Conduct background checks for new customers through third-party vendor applications Collaborate with internal teams (e.g., Treasury, Client Experience, Sales, Financial Crimes) to resolve client issues and provide timely solutions Link brokerage accounts to customer trading log-ins Maintain and update accurate client records and account documentation in the firm's CRM and account management systems Monitor collaboration queues and take a proactive approach to ensure issues are handled efficiently Document procedures to ensure consistency and transparency in processes Identify opportunities to improve client satisfaction and escalate complex issues as needed Represent TradeStation Securities professionally by providing excellent service and consistently exceeding expectations Ensure compliance with regulatory requirements and internal policies The Skills You Bring: High attention to detail with the ability to thrive in a fast-paced, deadline-driven environment Ability to multitask and manage a high volume of requests with accuracy Strong data entry and processing skills Reliable, punctual and self-starter Customer service oriented Strong analytical and organization abilities Ability to identify areas for process and procedural improvement Excellent written communication skills Familiarity with back-office functions and data entry processes Proficiency in Microsoft Office (Excel, Word, Outlook); familiarity with SunGard Phase 3, GMI, or other back-office brokerage systems is a plus Minimum Qualifications: 1-2 years of experience in customer service, financial services, or brokerage operations Desired Qualifications: Bachelor's degree preferred What We Offer: Collaborative and dynamic work environment Competitive Salaries Yearly bonus opportunities Comprehensive benefits for you and your family starting Day 1 Generous paid time off policies Access to TradeStation employee benefits, including full access to trading education materials Pay Range (US) $60-65K (Countries outside of the US have differing ranges in accordance with local labor markets) TradeStation provides equal employment opportunities to current and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, sexual orientation, age, pregnancy, disability, handicap, citizenship, veteran or marital status, or any other legally recognized status entitled to protection under federal, state, or local anti-discrimination laws. #LI-Hybrid

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Role Overview We are currently seeking an Account Associate (AA), Internal Sales, to join our U.S. Global Wealth Management team. The AA will work closely with a field-based Account Manager (AM) and support the development and maintenance of strong client relationships with financial advisors from wirehouses, regional banks, and independent broker/dealers. In partnership with the AM, you will play a crucial role in enhancing the sales process, relationship management, and servicing of financial advisors within a defined geographic territory, covering the full suite of PIMCO products. Your contributions will be vital in providing market insights, product information, and sales support that empower the AM to achieve sales targets and foster client engagement. You will actively participate in department meetings, collaborate with colleagues across various PIMCO functions, and engage in working groups. Your innovative ideas and commitment to continuous learning and mentoring will enhance the team's overall effectiveness and support our collective goals. This position offers a fantastic opportunity for individuals aspiring to build a long-term career with PIMCO, with potential pathways to serve clients and the firm in various capacities over time. Many dedicated AAs have successfully transitioned into account management, strategic accounts, and client-facing roles in other distribution channels, while others have achieved CFA, CIMA, CAIA, and other industry designations with firm support. Location Austin, TX About You If you identify with the following qualities, we encourage you to apply for this exciting opportunity at PIMCO. We offer a dynamic work environment where you can make a meaningful impact: Relationship-Builder: You excel at building relationships, paying attention to details, and have a passion for financial markets and client service. Collaborative: You foster positive relationships with clients, colleagues, and external stakeholders through a collaborative work style. Emotionally Intelligent: You possess high emotional intelligence, adaptability, and resilience. Organized & Efficient: Your exceptional organizational and project management skills enable you to manage multiple various initiatives simultaneously. Trustworthy: You demonstrate credibility and integrity, characterized by consistent behavior and high ethical standards. Curious & Driven: Your intellectual curiosity fuels your dedication to professional development and staying informed about emerging trends. Problem Solver: You approach complex issues with a critical and empathetic mindset, finding creative solutions. Self-Motivated: You are detail-oriented and consistently deliver on responsibilities with a focus on client needs, teamwork, and effective communication. Adaptable: You thrive in fast-paced environments, adjusting to shifting priorities and working effectively with ambiguity. Versatile: You navigate unstructured processes and manage multiple demanding responsibilities with ease. Aligned with PIMCO's Values: You embody PIMCO's values of Collaboration, Openness, Responsibility, and Excellence, guiding our commitment to delivering the best for our clients and each other. Responsibilities The key responsibilities include, but are not limited to: Market Research & Insights: Stay informed about financial markets, the global economic environment, asset allocation strategies and client data to provide valuable insights that support the sales efforts of the territory team. Client Engagement Support: Assist in meaningful client interactions through phone, email, and screen-sharing, as well as participating in in-person meetings, territory travel, industry conferences, and organized meetings with our clients to enhance the overall client experience. Understanding Client Needs: Collaborate with AM team to develop a comprehensive understanding of clients' diverse business practices and needs, ensuring that the sales approach is tailored and effective. Providing Sales Support: Offer relevant market insights, product information, investment ideas, and sales support to the AM, empowering them to confidently engage with clients and drive sales. Territory Activity Management: Support the strategic management of activities within the territory by contributing to the development and execution of a comprehensive business plan that aligns with sales objectives. Embrace Professional Development: Fully engage in and pursue professional development and educational opportunities offered by PIMCO. Business Leadership Mindset: Adopt a proactive approach to business leadership, taking on greater responsibility for the growth of targeted client segments. Team Collaboration: Actively engage with the AM and other teams by participating in department meetings, leading and contributing to working groups, sharing innovative ideas, and leveraging continuous mentoring and training to foster a cohesive and effective working environment across different PIMCO functions. Support PIMCO Business Objectives Provide Insight: Offer feedback to AM and PIMCO management regarding product demand, sales trends, and client satisfaction. Contribute Beyond Your Role: Actively seek opportunities to add value to PIMCO beyond your daily responsibilities, aiming to be an outstanding colleague. Represent PIMCO: Serve as a representative for PIMCO at national, regional, and local conferences and training events as needed. Qualifications Minimum of a Bachelor's Degree. FINRA Series 7 and 63 license or must obtain within three (3) months of start date. Minimum of 2-3 years of professional work experience, preferably within financial services or investment management industry or in a sales or client-facing role. Strong written, verbal and interpersonal communication skills with an ability to communicate effectively. Entrepreneurial mindset with a strong commitment to client service and excellence, along with the ability to develop and deepen client relationships. A passion for the markets and the financial services industry, which will deepen your understanding and effectiveness in client interactions. PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 94,000.00 - $ 102,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

Who you are: Assist borrowers by negotiating and monitoring repayment arrangements serving the best interest of the Department of Education while considering individual borrower circumstances. Providing a high level of customer assistance by supplying detailed information pertaining to repayment and the various available programs in accordance with company policies and procedures, Fair Debt Collection Practices Act (FDCPA) laws, state privacy laws, treasury laws, Fair Credit Reporting Act (FCRA), Gramm-Leach-Bliley Act (GLBA), Telephone Consumer Protection Act (TCPA), Federal Family Education Loan Program (FFELP) regulations, and any other related regulatory compliance requirements. Who we are: Trellis Company is a nonprofit 501(c)3 corporation focused on helping people leverage the power of post-secondary education and learning to improve their quality of life and the communities where they live. For more than 40 years Trellis has served as a student loan guarantor, helping to provide trusted guidance and services that help student borrowers successfully repay their federal loans. In addition to pioneering several technologies and services along the way, we have invested in improving student success programs through numerous grants to colleges, universities, and research groups. Today we have expanded our services beyond higher education to include working with employers and community organizations who are focused on aligning the dreams, goals, and skills needs of employees and employers. Connecting these resources and learning pathways together with our expertise in improving student outcomes helps us all to create better and more predictable futures for those we serve. Our stability and vision create a unique intersection: a startup environment at a company that also has a stable foundation, resulting in an opportunity for the right candidate to help shape our company's future. This is an exciting time to join the Trellis team! As we move into the future, we're drawing on our history, branching into new sectors beyond student loans, and delivering the same level of exceptional care and service that our customers have come to depend on. We remain invested in the success of students and higher education institutions. This combination of stability and vision creates a unique intersection: a startup environment at a company that also has a stable foundation, resulting in an opportunity for the right candidate to help shape our company's future. This is an exciting time to join the Trellis team! Location: The position is remote. Essential Duties and Responsibilities: The position incumbent is expected to perform the following essential duties and responsibilities of the position with reasonable accommodation. Provides borrowers and authorized 3rd party representatives with detailed information about available repayment programs and forgiveness/discharge options. Analyzes borrower eligibility for federal programs following internal and regulatory policies. Counsels borrowers to determine the appropriate program based on account eligibility, borrower's current financial situation, and their ability to repay. Counsels borrowers regarding the importance of repayment and the consequences of non-payment. Researches and responds to borrower and employer correspondence, via email, letters, and documentation. Adheres to and maintains current knowledge and compliance with FDCPA, (both State and Federal), Privacy Act, FCRA, GLBA, TCPA, and Health Insurance Portability and Accountability Act (HIPAA), as well as policies and procedures prescribed by governing agencies such as the Federal Communications Commission (FCC), Federal Trade Commission (FTC), and Consumer Financial Protection Bureau (CFPB). Monitors accounts to ensure repayment is initiated as agreed to by the borrower. Ensures compliance with all Trellis policies and procedures, scripts, and quality guidelines. Accurately enters all information into the account management system. Performs skip trace activity to gain location information. Prepares accounts for involuntary repayment, including Administrative Wage Garnishment, Federal Offset, and State Offsets as applicable. Includes direct communication with employers regarding existing garnishments. Effectively analyzes and manages assigned borrower work lists. Processes Consolidation Applications, Rehabilitation Agreements, Financial Disclosure Forms, and other requests. Initiates administrative forms and other information necessary for the borrower to satisfy selected program requirements. Actively protects and secures Nonpublic Personal Information (NPI), safeguard Personally Identifiable Information (PII), and Protected Health Information (PHI). Ensures borrowers are treated with the utmost respect and be mindful of customer interactions and the impact on both the Company and borrower. Assists other teams within Borrower Services with high priority and or unexpected high-volume tasks including but not limited to: Processes refunds and miscellaneous transactions to comply with changes in borrower status, Federal Guidance and Trellis Procedures. Processes incoming and outgoing correspondence. Assists with transactional and demographic updates as required. Participates in training and other learning opportunities to ensure compliance and expand knowledge of company, position, and process. Non-Essential Duties and Responsibilities: May assist Spanish speaking borrowers. Assist with claims processing as needed. Provide feedback to Management on a variety of work-related processes and procedures to improve or enhance a process and performance. Assist with training support of new and transferred team members. Actively support the team and team responsibilities. All other duties and responsibilities as assigned Knowledge, Skills, and Abilities: Strong communication, numerical, analytical, critical thinking, and decision-making skills. Must be proficient in written and verbal communications. Strong understanding and ability to interpret and apply changing voluntary and involuntary repayment options available to the borrower, including understanding workflow and requirements of each program to be able to ascertain the account status. Demonstrated ability to utilize software, scripts, run queries, and tools appropriately. Demonstrated ability to prioritize work assignments and maintain activities within prescribed performance standards. Accurately handle multiple tasks and be detail oriented in a fast-paced working environment. Capable of learning new skills and adapting to change, work under pressure and meet established deadlines. Ability to work with and protect sensitive or confidential information and documentation. Strong negotiation and/or collection skills. Strong, current knowledge of federal and state laws and regulations. Intermediate Microsoft Office product proficiency. Qualifications: Education Required: High school diploma or equivalent. Preferred: Some college, up to or including an associate degree. Experience Two (2) years office experience in loan servicing, collections, customer service, customer contact center, financial services, or student loan environment. COMPENSATION AND BENEFITS Base Salary: $17.00 - $21.00 per hour (commensurate with experience) Corporate Annual Incentive: This position is eligible for a corporate annual incentive, subject to the discretion and approval of the Board of Directors and not guaranteed. Paid Holidays: 11 holidays + 1 floating holiday per year Comprehensive benefits package including health, dental, vision, and retirement plans. Physical and Mental Demands: Occasionally must move about inside the office. Repetitive motion. Regularly operates a computer, phone, and general office equipment. Regularly required to handle, feel, grasp objects, and reach across a work area. Regularly communicates with other employees and on the phone, virtually, or in person with clients. Regularly converses with internal and external contacts. Visual acuity. Regularly must have close visual acuity to view and enter information into computer and software systems, analyze data, develop presentations and reports, and other materials. Mental focus. Requires worker to maintain focus and exchange detailed and accurate information through oral and written communication. Work Environment: Work may be conducted remotely or in an office with a surrounding small cubicle environment. Office work environment is climate controlled with no substantial exposure to adverse environmental conditions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity or sexual orientation. We are also an equal opportunity employer of individuals with disabilities and protected veterans. Please view Equal Employment Opportunity Posters provided by OFCCP.

New Day Network, a rapidly expanding direct sales and marketing firm, is seeking highly motivated individuals to join our team as a Junior Account Executive for our expanding partnership with AT&T. This opportunity is ideal for aspiring leaders and driven individuals ready to step into a comprehensive training program designed to cultivate them into a top-tier sales management role. As a Junior Account Executive, you participate in our accelerated, hands-on training program designed to teach you every critical aspect of our direct business operations for AT&T. The Junior Account Executive will focus on direct customer engagement, sales strategies, and service enrollment processes for diverse offerings directly to customers. Essential Functions of the Junior Account Executive Role: Generate brand exposure and revenue generation for our clients through residential customer engagement opportunities and compelling sales presentations Engage with customers and understand their individual needs to provide them with tailored service solutions and complete the enrollment and sales process Work side by side with seasoned Sales Managers to learn leadership, daily operations, coaching techniques, and performance evaluation Analyze campaign performance, sales trends, and key metrics to uncover growth opportunities and improve efficiency Take on increasing leadership responsibilities, including team supervision, conflict resolution, and performance tracking Ensure full compliance with company policies and standards while representing both brands with professionalism Participate in ongoing training to accelerate your growth into a management role Education & Experience Needed for the Junior Account Executive Role: Experience in sales, customer service, hospitality, or informal leadership No prior management experience required; full training in sales leadership begins on day one Comfortable working directly with customers Proficient using various forms of technology and learning new software applications Strong communication and interpersonal skills with a drive to grow professionally Motivated, adaptable, and ready to thrive in a fast-paced, team-oriented environment Preferred Skills for the Junior Account Executive Role: Possess an innate ability to inspire, motivate, and bring out the best in others. Natural communicator, capable of conveying complex strategies and coaching individuals with clarity. Approach challenges with the precision of a strategic thinker and the agility of a problem-solver. Thrive under pressure, seeing complex business situations as opportunities to demonstrate leadership. Exceptionally organized and can juggle multiple priorities with impressive composure and efficiency. Insatiable curiosity, always seeking new knowledge and better ways to achieve results. Resilient, adaptable, and approach every task with a positive, solutions-oriented Get rewarded for what you're worth-this is a commission-only role with unlimited earning potential. High performers consistently exceed the averages listed.

HomeXpress - Your Leading Non-QM Mortgage Lender. Join our growing team and be part of the Top Non-QM Lender in the Business. We are known for closing mortgage loans with speed, ease, and convenience. Licensed in 46 States, we provide brokers with a full suite of mortgage products, including VA, FHA, & FHLMC. If you have a service first mentality and thrive in a fast-paced environment, HomeXpress is the place for you. Join us as we continue to grow and expand our business to the Non-Delegated Correspondent Channel! Job Description Job Title: Junior Account Executive Department: Sales Reports To: Regional Sales Manager PRIMARY FUNCTIONS: The Junior Account Executive will help grow the company by finding leads, closing sales, supporting existing clients, formulating sales strategies, and communicating product value to clients. ESSENTIAL DUTIES AND RESPONSIBILITIES: Cold-calling potential clients (30-50 calls per day) Tracking contacts in the company's CRM Build relationships with current and new mortgage brokers Maintain sales contact, pipeline, and other pertinent sales activity reports Train brokers on company's products, policies, and procedures to ensure all loan files are complete DESIRED PERSONAL CHARACTERISTICS: Detail oriented and committed to the highest quality Self-Starter with positive Can-Do attitude Works well under pressure and relishes the responsibility that comes with the job Problem solving and analysis Communication proficiency An open-minded individual that embraces change and innovation JOB REQUIREMENTS: EDUCATION: High School Diploma or equivalent EXPERIENCE: 1-2 years of experience in Sales or Customer Service PHYSICAL REQUIREMENTS: This position is in an office setting with computer and general office equipment. The position requires the ability to move freely around within the department and other department locations Additional Information All your information will be kept confidential according to EEO guidelines.

Job DescriptionEPM is growing, and we are seeking Jr. Account Executives to join our team. In this role, you'll support business development efforts by helping to build and manage relationships with third-party originators, assisting in onboarding new clients, and supporting existing accounts. The ideal candidate is motivated, eager to learn, and has strong communication skills with a customer-first mindset. If you're looking to start or grow your career in mortgage sales, apply today! Key Responsibilities Assist in identifying and onboarding qualified third-party originator/broker accounts. Participate in sales calls with prospective and current accounts to learn client needs and opportunities. Support training efforts by providing accounts with information on systems, policies, procedures, and products. Respond to account inquiries and escalate issues to senior team members as needed. Serve as a liaison between accounts and the EPM operations teams, ensuring timely communication. Collaborate with Regional Sales Managers and internal teams to maintain strong account relationships. Help track account activity, monitor pipeline progress, and assist with reporting to management. Support team efforts to meet goals through effective time management and prioritization. Additional responsibilities related to business needs. Qualifications & Skills High school diploma required; college degree preferred. 1+ years of professional work experience, ideally in sales, customer service, or financial services. Excellent interpersonal and communication skills (verbal and written). Motivated and eager to learn with a proactive approach. Ability to organize and prioritize tasks effectively. Problem-solving mindset with willingness to seek guidance when needed. Basic knowledge of wholesale lending processes and loan programs preferred (training provided). Familiarity with local markets or financial services a plus. About EPM Founded at the height of the mortgage crisis in 2008, EPM has rapidly evolved into one of the leading mortgage lenders in the U.S. Our vision is clear to live in a world that everyone has the opportunity for the American Gift. We strive to offer top-tier financial services, exceptional communication, and unwavering assistance to our clients. Our goal is not only to facilitate homeownership but also to empower individuals and families through informed financial decisions, by closing one loan perfectly at a time. Headquartered in Atlanta, GA, EPM is licensed in 50 states and provides an array of lending resources such as Conventional, FHA, VA, 203K, Reverse, and USDA loans. Additionally, we are proud to be a trusted Seller/Servicer for Fannie Mae, Freddie Mac, and Ginnie Mae, ensuring that our clients have access to reliable and competitive financing options. EPM is an equal opportunity employer committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic. Candidate Acknowledgment Statement By clicking "Apply for this Job," I acknowledge that I have reviewed, understand, and agree to the terms outlined in the linked EPM Legal Statement and Application Addendum. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

EPM is growing, and we are seeking Jr. Account Executives to join our team. In this role, you'll support business development efforts by helping to build and manage relationships with third-party originators, assisting in onboarding new clients, and supporting existing accounts. The ideal candidate is motivated, eager to learn, and has strong communication skills with a customer-first mindset. If you're looking to start or grow your career in mortgage sales, apply today! Key Responsibilities Assist in identifying and onboarding qualified third-party originator/broker accounts. Participate in sales calls with prospective and current accounts to learn client needs and opportunities. Support training efforts by providing accounts with information on systems, policies, procedures, and products. Respond to account inquiries and escalate issues to senior team members as needed. Serve as a liaison between accounts and the EPM operations teams, ensuring timely communication. Collaborate with Regional Sales Managers and internal teams to maintain strong account relationships. Help track account activity, monitor pipeline progress, and assist with reporting to management. Support team efforts to meet goals through effective time management and prioritization. Additional responsibilities related to business needs. Qualifications & Skills High school diploma required; college degree preferred. 1+ years of professional work experience, ideally in sales, customer service, or financial services. Excellent interpersonal and communication skills (verbal and written). Motivated and eager to learn with a proactive approach. Ability to organize and prioritize tasks effectively. Problem-solving mindset with willingness to seek guidance when needed. Basic knowledge of wholesale lending processes and loan programs preferred (training provided). Familiarity with local markets or financial services a plus. About EPM Founded at the height of the mortgage crisis in 2008, EPM has rapidly evolved into one of the leading mortgage lenders in the U.S. Our vision is clear to live in a world that everyone has the opportunity for the American Gift. We strive to offer top-tier financial services, exceptional communication, and unwavering assistance to our clients. Our goal is not only to facilitate homeownership but also to empower individuals and families through informed financial decisions, by closing one loan perfectly at a time. Headquartered in Atlanta, GA, EPM is licensed in 50 states and provides an array of lending resources such as Conventional, FHA, VA, 203K, Reverse, and USDA loans. Additionally, we are proud to be a trusted Seller/Servicer for Fannie Mae, Freddie Mac, and Ginnie Mae, ensuring that our clients have access to reliable and competitive financing options. EPM is an equal opportunity employer committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic. Candidate Acknowledgment Statement By clicking "Apply for this Job," I acknowledge that I have reviewed, understand, and agree to the terms outlined in the linked EPM Legal Statement and Application Addendum.

The purpose of this position is to Assist Account Executives (AE s) and Director of Life Sales in building and maintaining positive business relationships with Independent Marketing Originations (IMO) and their staff. Provide back-up support for AE s on all aspects of IMO support. Act as a home office based resource for IMO s on all aspects of their Americo relationship. Job Responsibilities: Serve as additional Home Office contact for communication between IMO and Americo. Co-develop and implement with AE special projects focused on sales and IMO relations. Maintain thorough knowledge of Americo products, services and procedures to support IMO s. Plan, coordinate, and participate in IMO training meetings. Participate in training sessions for other departments within the company. Adhere to department budget constraints. Present Americo in a manner consistent with it s corporate image. Experience and Qualifications: In-depth knowledge of Americo Products and services and how they can be used to increase sales How Americo products compare to competitors, and what features and services differentiate Americo What competitive influences exist in the marketplace that present opportunities and challenges for Americo Well versed in current tax regulations and issues that affect Americo products Strong understanding of Americo Operations area's processes and procedures General understanding of each IMOs method of operation, product distribution, lead generation, agent recruiting and compensation and other important factors Excellent interpersonal and communications skills, written and oral, for effective, self confident, interaction with all levels of company personnel and external partners Self-starter who can initiate activity and handle multiple priorities in order to achieve goals and objectives Education: Bachelor's Degree About Us Americo: We re in this for life! The roots of the Americo family of companies date back more than 100 years. Americo is a life insurance and annuity company providing innovative products to our customers. At Americo, it s the people who make things work, so we hope you join us! What you ll love about working at Americo: Compensation: Our competitive pay and robust bonus program, offered to all associates, will make you feel valued. Learning and development: We prepare you for success with a comprehensive, paid training program. Additionally, our Talent Development team creates various development opportunities for associates at every stage of their careers. Work-life balance: We value work-life balance with our generous paid time off; you begin accruing hours every month, and they increase with tenure. All new hires earn over three weeks of paid time off annually, plus 11 paid company holidays! We also support new mothers with a maternity leave program, along with paid STD and LTD. Health and well-being: We commit to your health and well-being and are proud to offer comprehensive health and life insurance options, including FSA or HSA accounts and subsidies to support your health and fitness goals through vendor partnerships at The Y, Orange Theory, WW, and more. Future planning: Americo offers a 401(k) with a company match. We also have tuition reimbursement programs to further your education. Giving back: We support several local organizations, such as Ronald McDonald House, Hope Lodge, the American Red Cross, Harvesters, and many more. Our associates volunteer their time and donate money alongside the company to make a difference in our community. The fun stuff: Americo participates in the Kansas City Corporate Challenge, a great way to connect with coworkers. Additionally, we host events like a Royals Party at the K, a legendary Holiday Party, and in-office events with local vendors to allow associates to step away from work and enjoy each other s company. Bustling environment: Our newly renovated offices are conveniently located in downtown Kansas City, within walking distance of your favorite restaurants and attractions. Plus, you ll receive complimentary paid parking near our Americo offices downtown parking is a premium, but we ve got you covered. #AMERICO

at FESCO Accounts Receivable Specialist Please note: This is a full-time, in person position located at our Knoxville office - 2315 Sycamore Drive. Knoxville, TN 37921 Hours are Mon-Fri 8 AM - 5 PM Pay: $23-25/hour Overview The Accounts Receivable Specialist works closely with a portfolio of business-to-business customers to manage the full accounts receivable process. This role ensures timely payment within terms, follows up on past-due accounts, conducts research and reconciliations, resolves billing issues, and secures payment on open invoices-while building and maintaining strong customer relationships.Essential Responsibilities Build and maintain strong relationships with customers throughout the Accounts Receivable process. Engage with customers via outbound phone calls and email to collect payments owed while preserving positive customer relationships. Achieve Accounts Receivable KPIs, including daily call volume goals and accounts receivable percentages over 60 days. Identify, negotiate, and secure approved payment arrangements on past-due balances. Perform account reconciliations as needed to ensure accounting records are accurate and aligned. Monitor changes in customer payment patterns and recommend accounts for credit evaluation when necessary. Partner with internal stakeholders to align on appropriate payment strategies for past-due accounts and to drive cash flow and future revenue. Drive innovative solutions for delinquent accounts when standard Accounts Receivable procedures are unsuccessful. Review orders on hold and coordinate release once payment requirements are met. Maintain strong internal and external communication to follow up on required information needed to obtain payment. Other duties as assigned QualificationsTo successfully perform this job, an individual must be able to perform each essential job duty and other assigned duties that may be assigned in the course of work and business. 2+ years of experience as a Credit Analyst, Accounts Receivable Specialist, or related field. Experience handling a high-volume, small-dollar portfolio with outbound call and collection goals. Must be self-motivated, customer-centric, and highly organized. Experience reconciling AR accounts is a plus. Ability to function effectively both independently and as a member of a team. Self-motivated, goal-oriented, with a proven ability to learn quickly and work effectively in a fast-paced work environment. Experience with Global Edge or other ERP software is a plus. Must be at least 18 years old. Completion of a satisfactory background check and drug screen Benefits of Joining Our Team Medical & Dental Insurance Coverage Optional Short Term Disability Coverage Long-Term Disability Coverage, plus optional Life and Vision Insurance Paid time off for Vacations and Holidays 401 (k) Retirement Plan with Company match Competitive starting hourly rate About FESCO FESCO is the premier provider of equipment service for the food service industry. With more than 30 years of dedicated service, we know food service inside and out. Our vision is to be the most reliable source of service management solutions for the food service industry. Let us know if you want to be part of our team! To learn more, please visit us at: *************************** FESCO welcomes diversity and as an equal opportunity employer all qualified applicants will be considered regardless of race, religion, color, national origin, sex, age, sexual orientation, gender identity, disability or protected veteran status. FESCO is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. FESCO is a division of Unlimited Service Group “All Unique All United.”