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Cain Watters & Associates Part Time jobs

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  • Part-Time PM Customer Retention Representative (Remote)

    Globe Life Inc. 4.6company rating

    McKinney, TX jobs

    Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Part-Time Customer Retention Representative? Globe Life is looking for a Part-Time Customer Retention Representative to join the team! As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage. This remote position offers evening shifts, Monday through Friday, and requires a 4-hour shift on Saturday between 8:00 am and 2:00 pm Central Time Zone. What You Will Do: * Inbound Call Support: Handle incoming calls from policyholders returning a call from our outbound efforts (voicemail, text message, and/or email) and working to understand their needs to explore retention options. * Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions. * Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments. * Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policyholder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language. * Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems. * Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information. * Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions. * Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs), including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound calls and outbound lapse recovery contacts while maintaining quality standards. What You Can Bring: * High school diploma or equivalent. * Basic Microsoft Office Skills, including Word, Excel, and Outlook. * Minimum Typing speed of 30 wpm. * Experience in a call center environment preferred. * Some experience in insurance and/or sales is preferred. * Excellent verbal and written communication skills. * Ability to solve complex policyholder issues with a positive attitude. * Ability to work in a fast-paced environment and work well under pressure. * Knowledge of life and/or health insurance terminology preferred. Location: 7677 Henneman Way, McKinney, Texas
    $62k-109k yearly est. 48d ago
  • Lead Software Engineer, Back End/Full Stack (Intelligent Foundations & Experiences)

    Capital One 4.7company rating

    Plano, TX jobs

    Do you love building and pioneering in the technology space? Do you enjoy solving complex business problems in a fast-paced, collaborative, inclusive, and iterative delivery environment? At Capital One, you'll be part of a big group of makers, breakers, doers and disruptors, who love to solve real problems and meet real customer needs. We are seeking Back End/Full Stack Software Engineers who are passionate about marrying data with emerging technologies. As a Capital One Software Engineer, you'll have the opportunity to be on the forefront of driving a major transformation within Capital One. Intelligent Foundations & Experiences (IFX) is a powerful collective of horizontal technology organizations that are driving Capital One's real-time intelligent future. Together with our partners in the Enterprise and across lines of business, we deliver broad-reaching technical solutions and advance state-of-the-art science to help every Capital One associate and our 100+M customers succeed. What You'll Do: Lead a portfolio of diverse technology projects and a team of developers with deep experience in distributed microservices, and full stack systems to create solutions that help meet regulatory needs for the company Share your passion for staying on top of tech trends, experimenting with and learning new technologies, participating in internal & external technology communities, mentoring other members of the engineering community, and from time to time, be asked to code or evaluate code Collaborate with digital product managers, and deliver robust cloud-based solutions that drive powerful experiences to help millions of Americans achieve financial empowerment Utilize programming languages like Java, Python, SQL, Node, Go, and Scala, Open Source RDBMS and NoSQL databases, Container Orchestration services including Docker and Kubernetes, and a variety of AWS tools and services Basic Qualifications: Bachelor's Degree At least 4 years of professional software engineering experience (Internship experience does not apply) At least 1 year experience with cloud computing (AWS, Microsoft Azure, Google Cloud) Preferred Qualifications: Master's Degree 7+ years of experience in at least one of the following: Java, Scala, Python, Go, or Node.js 2+ years of experience with AWS, GCP, Azure, or another cloud service 4+ years of experience in open source frameworks 1+ years of people management experience 2+ years of experience in Agile practices At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-2, E-3, L-1 and O-1, or any EADs or other forms of work authorization that require immigration support from an employer). The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Chicago, IL: $175,800 - $200,700 for Lead Software Engineer McLean, VA: $193,400 - $220,700 for Lead Software Engineer Plano, TX: $175,800 - $200,700 for Lead Software Engineer Richmond, VA: $175,800 - $200,700 for Lead Software Engineer Riverwoods, IL: $175,800 - $200,700 for Lead Software Engineer Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $193.4k-220.7k yearly 21h ago
  • Director, Software Engineering (Connectivity Security)

    Capital One 4.7company rating

    Plano, TX jobs

    As a Capital One Director of Software Engineering, you'll work on everything from customer-facing web and mobile applications using cutting-edge open source frameworks, to highly-available RESTful microservices, to back-end Java based systems and Machine learning models using the hottest techniques in Big Data. You'll bring solid experience in emerging and traditional technologies such as: node.js, Java, GO, AngularJS, React, Python, REST, JSON, XML, Ruby, Perl, NoSQL databases, relational databases, Spark, Artifactory, Maven, iOS, Android, and AWS/Cloud Infrastructure to name a few. The Connectivity Security team builds and runs sustainable platforms that ensure the safe and secure transfer of data throughout the Capital One ecosystem. Our customers include our engineering teams, application owners, cyber operations teams, associates, and Capital One customers. As part of our mission to elevate and simplify user experiences and ensure that our platforms are easily consumable by our customers, we are hiring for a Director to lead the Customer Enablement function within Connectivity Security. The leader will own the existing processes, tactical implementation, and the strategic vision. This Director will need to bring a software-engineering mindset in order to evolve the existing platforms in an operationally efficient and technologically innovative manner, ensuring that our platforms anticipate and keep pace with Capital One's ongoing technology transformation. You will: Lead, manage and grow multiple teams of product focused software engineers Mentor and guide the professional and technical development of engineers on your team. Work with product managers to understand desired application capabilities and testing scenarios Continuously improve software engineering practices Work within and across Agile teams to design, develop, test, implement, and support technical solutions across a full-stack development tools and technologies Lead the craftsmanship, availability, resilience, and scalability of your solutions Bring a passion to stay on top of tech trends, experiment with and learn new technologies, participate in internal & external technology communities, and mentor other members of the engineering community Encourage innovation, implementation of cutting-edge technologies, inclusion, outside-of-the-box thinking, teamwork, self-organization, and diversity Work across to improve the velocity of your and other teams Lead efforts to deploy new and existing applications into AWS environments Break existing monolithic applications into micro service architectures and build new microservices Basic Qualifications : Bachelor's Degree At least 7 years' experience in software development At least 5 years' experience in people management Preferred Qualifications: Master's Degree in Computer Science or a Master's Degree in Software Engineering 10+ years' of experience in software development 5+ years' of experience in Agile practices Capital One will consider sponsoring a new qualified applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. McLean, VA: $263,900 - $301,200 for Director, Software Engineering Plano, TX: $239,900 - $273,800 for Director, Software Engineering Richmond, VA: $239,900 - $273,800 for Director, Software Engineering Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $101k-125k yearly est. 21h ago
  • Work From Home Representative | Entry Level | Flexible Schedule | Hiring Immediately

    Globe Life 4.6company rating

    Houston, TX jobs

    START YOUR NEW CAREER FROM HOME - APPLY TODAY, START THIS WEEK! We're looking for motivated individuals ready to take control of their future. At Globe Life AO, you'll enjoy: Flexible schedules Full training provided High income potential All without leaving your home. No experience? No problem. We'll give you everything you need to succeed. ✅ WHAT WE OFFER: High earning potential - No cap on income Full training provided - No experience required Flexible schedules (Full-time or Part-time) 100% remote work from home Rapid career growth opportunities Hiring immediately - Start this week YOUR ROLE: Making outgoing calls, emails, texts and chats from clients Provide clear answers and process requests. Maintain professionalism and positivity. REQUIREMENTS: Computer/laptop with internet access. Positive, coachable, and reliable. Ability to work independently and with a team. No prior experience required - we train you! Must be willing to get Licensed in Life and Health Insurance Must be a US Resident AVERAGE EARNINGS: $800-$1,200 weekly (Weekly Commission based Salary + performance bonuses). APPLY NOW - INTERVIEWS ARE FILLING FAST! Your future is one click away. Hit Apply Now and start your new career from home this week. Spots are limited - don't wait!
    $800-1.2k weekly Auto-Apply 60d+ ago
  • Advisor Recruiter/Business Development Manager

    Prudential Financial 4.8company rating

    Plano, TX jobs

    Job Classification: Corporate - People Team For more than 140 years, Prudential Financial, Inc. has helped individual and institutional customers grow and protect their wealth. At Prudential, we measure our long-term success on our ability to deliver value for shareholders, meet customer needs, and attract and develop the best talent in the industry. We offer an inclusive work environment where financial professionals and leaders can develop to their full potential and strengthen their communities. Prudential Advisors division is Prudential's national sales organization, consisting of 3,000+ Financial Professionals, Advisors, and fee-based Financial Planners. Our Advisors offer a broad range of financial solutions to meet the needs of our individual clients. Through continuous integration and adaption, we've been able to connect individuals and families with knowledgeable, caring Financial Professionals since 1875. Do you have experience recruiting financial professionals with successful practices? Are you looking for your next role to empower you to collaborate with your firm and build a fantastic recruiting experience? Is working for a globally recognizable financial services brand that focuses on doing the right thing for their clients important to you? The Greater Texas Financial Group is currently searching for an Advisor Recruiter/Business Development Manager who will support the recruiting efforts of both experienced, in-demand financial advisor talent with successful practices, as well as inexperienced & new-to-industry advisor talent. If you've recruited experienced or inexperienced financial advisors before, this role may be slightly different - you'll be asked to build and execute a recruiting strategy in partnership with firm leadership that delivers on our growth and realized revenue objectives. Ultimately, you will need to have the know-how to source, educate, and deliver high-performing talent to the firm, confirming for candidates that Prudential Advisors is the best place to grow or build their practice. How you'll contribute to our team: Be a knowledgeable consultant and partner to the Greater Texas Financial Group leadership team: Collaboration is the way we get things done here. You'll be encouraged to share your past experiences and advise on how we can do things differently for greater impact. Source and qualify high-performing Financial Advisor talent: Developing leads and contacting prospective advisors to determine alignment of their current business within Prudential Advisors strategies, goals, and compliance processes. Have a sales and marketing mindset to your recruiting activities: Through multiple channels and partnering with marketing, articulate our value proposition in a manner that convinces high-performing, passive financial advisor talent to join our firm. Turn insights into actions, and actions into great recruiting results. (Rinse and repeat): Acquiring advanced knowledge of local competitor firms and using that market intelligence to build a network of talent and robust pipelines within the assigned market. What we're looking for in a successful candidate: Minimum of 5+ years' experience in the Financial Services industry with recruiting financial advisors with successful practices. College degree preferred or equivalent work experience. Familiarity with a “marketer's mindset” - understands prospect online behaviors, selection methods and techniques such as using social media and other marketing channels for attraction. Ability to manage a high-volume goal driven environment, sometimes with conflicting priorities. Strong relationship building, partnering, interpersonal and collaborative skills. Securities licensing preferred but not required. Ability to travel (25%) What We Offer You: Market competitive variable compensation which includes a base salary What we offer you: Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
    $81k-101k yearly est. Auto-Apply 60d+ ago
  • Hotel Housekeeper / Room Attendant

    Raymond Management Company 4.3company rating

    Fort Worth, TX jobs

    Room Attendant Starting Salary Range: $15.00-$16.00/hour or more based on experience. Wage Increases: New hires can earn wage increases at 30, 60, 90 days & 6 months. Employment Type: Part-Time Application Deadline: November 14, 2025 Lee abajo para ver en español. Do you enjoy creating a clean, welcoming environment for guests? Are you detail-oriented and take pride in providing excellent service? We're looking for a Housekeeper/Room Attendant to join our team and help ensure a clean and comfortable stay for our guests. We Offer: Team Culture: We work as a team and take pride in supporting each other every day Training and Growth: We provide on-the-job training and support career growth within the company Employee Recognition: We celebrate achievements and recognize the hard work of our team members Benefits for all Teammates: Paid vacation, sick, bereavement, & jury duty Holidays paid at time & ½ when worked Travel with hotel room discounts Teammate referral bonuses Paid time off to volunteer in your community Employee Assistance Program with mental health resources Additional Benefits for Full-Time Teammates: Affordable health, dental, & vision plans for you and your family Low-cost accident, critical illness, & hospital coverage Flexible spending plans options 401(k) retirement plans with company contribution What You'll Do: Clean and maintain guest rooms and public areas to ensure a high standard of cleanliness and comfort. Restock supplies, change linens, vacuum, dust, and sanitize rooms and bathrooms. Communicate with the front desk and maintenance teams to address guest requests and ensure smooth operations. Uphold safety and cleanliness standards to create a healthy environment for both guests and teammates. Be an essential part of a team that works together to meet and exceed guest expectations. We're Looking For: A positive attitude and a willingness to learn. Attention to detail and a passion for maintaining high cleanliness standards. The ability to work in a fast-paced environment. Ability to lift 10 lbs., occasionally up to 35 lbs., and be on your feet for extended periods. Previous housekeeping or cleaning experience is a plus, but we're happy to train the right person! Apply Today! At Raymond Management, we prioritize a team-centered culture where every member is valued, supported, and empowered to create high quality experiences for both teammates and guests. If you're ready to be part of a team that cares for its people, apply today! We manage an award-winning portfolio of Hilton and Marriott hotels across the U.S. and look forward to welcoming you. At Raymond Management Company, respect is the foundation of our culture. We treat everyone equally, embrace diversity, and value each person's perspective and wellbeing. Te gusta crear un ambiente limpio y acogedor para los huéspedes? Eres detallista y te enorgulleces de brindar un excelente servicio? Estamos buscando una Camarera/Asistente de Habitaciones para unirse a nuestro equipo y ayudar a garantizar una estancia limpia y cómoda para nuestros huéspedes. Lo que ofrecemos: Cultura de equipo: Trabajamos en equipo y nos enorgullecemos de apoyarnos mutuamente cada día. Capacitación y crecimiento: Proporcionamos capacitación en el trabajo y apoyamos el crecimiento profesional dentro de la empresa. Reconocimiento de empleados: Celebramos los logros y reconocemos el arduo trabajo de nuestros miembros del equipo. Beneficios para todos los empleados: Vacaciones pagadas, días por enfermedad, duelo y jurado Días festivos pagados a tiempo y medio cuando se trabajen Descuentos en habitaciones de hotel al viajar Bonos por referir nuevos empleados Tiempo libre pagado para hacer voluntariado en tu comunidad Programa de Asistencia al Empleado con recursos de salud mental Beneficios adicionales para empleados de tiempo completo: Planes de salud, dental y visión accesibles para ti y tu familia Cobertura de bajo costo para accidentes, enfermedades críticas y hospitalización Opciones de planes de gasto flexible Planes de jubilación 401(k) con contribución de la empresa Lo que harás: Limpiar habitaciones de huéspedes, incluyendo cambiar la ropa de cama, aspirar, quitar el polvo y desinfectar los baños. Reponer los artículos de las habitaciones, como toallas, jabón y artículos de tocador. Asegurarte de que cada habitación esté limpia, ordenada y bien preparada para la llegada de los huéspedes. Informar de cualquier problema de mantenimiento o reparación en las habitaciones a los departamentos correspondientes. Ayudar a mantener limpias y ordenadas las áreas públicas, como pasillos y salones. Lo que buscamos: Atención al detalle y compromiso con mantener altos estándares de limpieza. Capacidad para realizar tareas físicas exigentes como agacharse, levantar y mover objetos. Una actitud amigable y profesional con enfoque en la satisfacción del huésped. Capacidad para trabajar de forma independiente y en equipo. Experiencia previa en limpieza o trabajos similares es preferible, ¡pero estamos dispuestos a capacitar a la persona adecuada! ¡Aplica hoy! Priorizamos una cultura centrada en el equipo, donde cada miembro es valorado, apoyado y empoderado para crear experiencias de alta calidad tanto para los compañeros como para los huéspedes. Si estás listo para formar parte de un equipo que se preocupa por su gente, ¡aplica hoy! Administramos un portafolio galardonado de hoteles Hilton y Marriott en los EE. UU. y esperamos darte la bienvenida. En Raymond Management Company, el respeto es la base de nuestra cultura. Tratamos a todos por igual, abrazamos la diversidad y valoramos la perspectiva y el bienestar de cada persona.
    $15-16 hourly 52d ago
  • Office Manager-Part-Time

    Euronet Worldwide 4.8company rating

    Spring, TX jobs

    Dolphin Debit, a full-service ATM management company and wholly owned subsidiary of Euronet Worldwide offers a complete suite of ATM management services, from routine maintenance and monitoring cash management and updates. We are hiring a dedicated and organized Office Manager for a part-time position to work in our Spring, TX office headquarters. The Office Manager will be responsible for managing office supplies, coordinating administrative tasks, maintaining office equipment, manage groundskeeping and ensure our space stays well-maintained. This is an excellent opportunity for someone seeking a flexible work schedule while contributing to a dynamic team. Responsibilities: Manage the overall office operations and provide administrative support to staff Coordinate office activities and meetings Maintain and order office supplies and equipment Ensure office organization and cleanliness Maintenance of our building space, inside and outside. Assist in HR functions such as onboarding new employees and maintaining employee records Support financial tasks, including providing assistance with invoicing and accounts payable as needed Other duties as assigned Requirements Proven experience as an office manager or administrative role Strong organizational and multitasking skills Excellent verbal and written communication abilities Proficient in MS Office Suite (Word, Excel, PowerPoint, Outlook) High attention to detail and problem-solving skills Able to work independently as well as part of a team High school diploma or equivalent; a degree in business administration or related field is a plus Flexibility to work part-time hours Benefits 401(k) Plan Health/Dental/Vision Insurance Employee Stock Purchase Plan Company-paid Life Insurance Company-paid disability insurance Tuition Reimbursement Paid Time Off Paid Volunteer Days Paid Holidays Casual Office Attire Plus many more employee perks & incentives! We are an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
    $75k-99k yearly est. Auto-Apply 60d+ ago
  • Assurance Spring 2027 Internship

    Calvetti Ferguson 4.2company rating

    Houston, TX jobs

    Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact. An Assurance Intern at Calvetti Ferguson performs the duties of a staff accountant, such as preparing work papers, checking account balances, and interacting with clients. Calvetti Ferguson strives to provide interns with a practical experience by giving them opportunities to complete work as a part of a team of auditors. While interns will work in the office part of the time, they will also get the chance to travel to client locations and learn about businesses in various industries. The goal of this internship is to expand the intern's understanding of business and accounting while allowing the intern to work in diverse environments as part of a team of professionals. We are here to help you start your career in accounting with proper training, resources, and guidance along the way. This is a full-time, in office internship from early January 2027 through mid-March 2027. Responsibilities Financial statement audits and reviews. Internal Control reviews. Hands-on work at client sites. Job Requirements Education: working towards CPA. A minimum cumulative GPA of 3.2 Strong attention to detail with the ability to proofread for accuracy and finalize documents professionally. Must be able to meet established deadlines, ensuring that work is complete and accurate. Proficiency with Microsoft Word, Excel, Outlook, and PowerPoint at an intermediate level is required. Juniors and above are preferred. Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship. At Calvetti Ferguson, you'll be part of a dynamic and growing firm that values your contributions and empowers you to reach your full potential. If you're looking for a challenging and rewarding career in accounting and advisory, we invite you to join our team.
    $35k-45k yearly est. Auto-Apply 11d ago
  • Customer Retention Manager (Hybrid)

    Globe Life Inc. 4.6company rating

    McKinney, TX jobs

    Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Customer Retention Manager? Globe Life is looking for a Customer Retention Manager to join the team! In this role, you will be responsible for directly managing up to 5 production supervisors who oversee teams of part-time Customer Retention representatives and department Team Leads that provide support to the contact center. This role involves providing ongoing guidance, coaching, and professional development opportunities to drive team growth while creating and maintaining a motivating work environment that inspires staff to consistently meet and exceed performance standards. The position requires establishing and maintaining the highest standards of quality and productivity across all contact center operations. The manager serves as the primary escalation point for operational issues and strategic decision-making, analyzing daily performance metrics, and proactively implementing data-driven improvement strategies to drive consistent achievement of departmental Key Performance Indicators and organizational objectives. The role involves partnering with Recruiting to assess staffing needs and ensure optimal team capacity. The manager collaborates with Human Resources to maintain consistency in policy application and appropriately handles disciplinary actions while ensuring detailed, confidential documentation. Additionally, the position ensures all HR processes and personnel actions comply with company policies, procedures, and legal requirements. This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday). What You Will Do: * Manage a diverse team of full-time and part-time staff across multiple levels, including Supervisors, Team Leads, and Call Center Representatives. * Conduct comprehensive annual performance reviews for direct reports and ensure supervisors complete timely evaluations for their team members. * Ensure supervisors fulfill all responsibilities as outlined in the Customer Retention Supervisor Expectations document. * Collaborate with senior leadership to develop strategies and ensure timely, effective implementation. * Leverage technology solutions to optimize multi-channel contact methods and increase customer response rates. * Monitor and evaluate departmental tests and policy changes to ensure expected performance while identifying and addressing adverse trends. * Establish and maintain comprehensive documentation for all business processes with appropriate controls. * Utilize data-driven analysis to continuously optimize call center operations and performance metrics. * Serve as Subject Matter Expert across all areas of responsibility, providing guidance and expertise to the team. * Support testing and implementation of new programs and technologies within the contact center environment. * Partner with the training team to develop and maintain current, effective training programs for new hires and existing representatives. * Communicate with Agency field operations as needed to ensure alignment and support business objectives. * Complete ad hoc requests, as needed. What You Can Bring: * High School Diploma or Equivalent. * Associate degree and/or equivalent work experience. * Minimum 5 years' experience in telemarketing/sales management. * Life insurance or financial industry experience preferred. * Technical Proficiency: Advanced computer skills in MS Office Suite and ability to quickly adapt to evolving technology solutions that address business needs. * Analytical & Strategic Thinking: Strong data analysis capabilities with the ability to translate insights into actionable business recommendations for senior leadership. * Leadership & Communication Skills: Exceptional ability to communicate progress, results, and strategic initiatives to senior leaders while setting clear direction for telemarketing/telesales functions. * Team Development Skills: Proven expertise in developing, motivating, and retaining high-performing staff members. * Problem-Solving Skills: Excellent critical thinking and problem-resolution skills with a results-oriented mindset. * Training & Development Skills: Demonstrated ability to design and deliver effective training programs for telemarketing/telesales teams. Applicable To All Employees of Globe Life Family of Companies: * Reliable and predictable attendance of your assigned shift. * Ability to work full-time and/or part-time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: * Competitive compensation designed to reflect your expertise and contribution. * Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. * Robust life insurance benefits and retirement plans, including company-matched 401 (k) and pension plan. * Paid holidays and time off to support a healthy work-life balance. * Parental leave to help our employees welcome their new additions. * Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. * Company-paid counseling for assistance with mental health, stress management, and work-life balance. * Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. * Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters. Location: 7677 Henneman Way, McKinney, Texas
    $88k-109k yearly est. 47d ago
  • Senior Credit Risk Specialist (part-time, remote)

    Texas Independent Bank 4.5company rating

    Farmers Branch, TX jobs

    At TIB, we are committed to serving as Trusted Partners, for our community banks and our employees. We take great care to maintain our commitment to excellence and personalized service internally and externally. We are dedicated to providing a diverse work environment that fosters inclusivity and growth. TIB requires a comprehensive background investigation, including criminal and credit history. If this aligns with your values and you want to join a leader in the banking industry, we are hiring for a part-time, remote Senior Credit Risk Specialist that works with financial institution clients to perform loan reviews, due diligence, and other credit risk consulting services. Must be located in one of the following states: CO, GA, IL, KS, LA, MO, NE, NC, OK, OR, TN, TX, or SC. This is a perfect position for Commercial Credit Executives, former Bank Examiners, or Loan Review Officers who prefer a flexible, work from home, part-time schedule. Work is 95% remote. MAJOR DUTIES/ACCOUNTABILITIES * Provides sophisticated credit risk consulting for local and regional loan review clients, including loan review, pre-acquisition due diligence, and loan loss reserve methodology assessment. * Daily client service to include commercial loan review and credit risk analysis at borrower and portfolio level. * Loan loss reserve analysis. * Reporting and Management Information Systems (MIS) assessment. * Leads discussions with client Bank executives. * Presents conclusions and findings in detailed, concise reports and provides well-defined solution or recommendations for noted risk rating changes and credit management deficiencies. * Presents information regarding exceptions to bank policies or consistent deviation from industry standards. * Supports renewal of local client engagements by fostering positive relationships with clients through direct calls, advertising, etc. and prepares proposals and contracts for recurring clients. * Continually stays abreast of the current credit environment and specific industry concerns and requirements through continued education, research and interaction with peers. REQUIREMENTS/DESIRED QUALIFICATIONS Required * Bachelor's degree, preferably in Finance or Accounting * Expert knowledge of commercial credit concepts and requirements for security attachment, perfection and valuation * Expert knowledge of commercial loan underwriting and risk rating systems * Fundamental knowledge of loan loss accounting requirements * Fundamental knowledge of real property appraisal requirements * Ability to manage and prioritize multiple projects and deadlines * Excellent PC skills, including Microsoft office products, including Excel * Individual should possess good interpersonal skills and be able to work within and foster a team environment * Ability to communicate effectively, both verbally and in writing, and across all levels * Exceptional individual productivity achievement expected Preferred * 8-10 years of credit management, loan review, or examination experience TIB is an equal opportunity employer and does not discriminate against an individual based on the individual's race, color, age, religion, sex, sexual orientation, gender (including pregnancy), gender identity, national origin, disability, genetics, citizenship status, veteran status or any other protected characteristic or activity. The Major Duties/Accountabilities listed above are only a summary of the typical functions of this job, not an exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties. Management may elect to assign other responsibilities, tasks, and duties associated with this position. TIB requires a comprehensive background investigation, including criminal and credit history.
    $51k-80k yearly est. 60d+ ago
  • Bilingual Insurance Verification Specialist (Remote)

    Globe Life Family of Companies 4.6company rating

    McKinney, TX jobs

    At Globe Life we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better. Role Overview: Could you be our next Bilingual Insurance Verification Specialist? Globe Life is looking for a Bilingual Insurance Verification Specialist to join the team! In this role, you will verify life and health insurance applications directly with potential customers. This is a vital part of our Company's New Business and Underwriting process. The information you verify and gather directly affects whether the Company will decline or issue a policy. This is a remote / work-from-home position. What You Will Do: Make outbound calls to potential customers to verify and document required information to finalize applications for underwriting assessment. Use the Quality Assurance database and conduct appropriate assessments on what additional customer information or verification is needed. Clearly explain the application process to potential customers. Accurately complete additional paperwork as needed. Maintain appropriate levels of communication with management regarding actions taken within the Quality Assurance database. Transfer calls to the appropriate department as needed. Successfully meet the minimum expectation for departmental key performance indicators (K.P.I's). What You Can Bring: Minimum typing requirement of 35 wpm. Excellent oral and written communication in both English and Spanish Required. Superior customer service skills required - friendly, efficient, good listener. Proficient use of the computer, keyboard functions, and Microsoft Office. Ability to multitask and work under pressure. Knowledge of medical terminology and spelling is a plus. Excellent organization and time management skills. Must be detail-oriented. Have a desire to learn and grow within the Company. Applicable To All Employees of Globe Life Family of Companies: Reliable and predictable attendance of your assigned shift. Ability to work full-time and/or part-time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've created a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: Competitive compensation is designed to reflect your expertise and contribution. Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan. Paid holidays and time off to support a healthy work-life balance. Parental leave to help our employees welcome their new additions. Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. Company-paid counseling for assistance with mental health, stress management, and work-life balance. Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters. INDGLA1001
    $28k-31k yearly est. 60d+ ago
  • Remittance Processing Associate I

    FIS Capital Markets 4.4company rating

    Arp, TX jobs

    What you will be doing? In this role you will be processing customer payments and exceptions in a timely and accurate manner to customer accounts. Prepares customer payments for processing. Opening/Scanning mail Coordinates set-up and maintenance activities for the remittance processor and related equipment. Performs research and adjustment activities. Processes exception items. Maintains inventory of remittance processing supplies. Work Schedule: On-site **This role is Part Time only with the below schedule listed Monday-Thursday 11am-4pm CST. Sunday 11am- 4pm CST. Off Friday/ Saturday. What you will need: High school diploma or GED Capacity to lift or move up to 30 pounds Considerable knowledge of remittance processing Proficient written and oral communication skills in dealing with employees or external customers/clients Knowledge of the practices, procedures and problem-solving techniques required to verify and distribute computer output Knowledge of the practices, procedures and problem-solving techniques required to process client transactions and produce output through computer operations Knowledge of the practices, procedures and problem-solving techniques involved in item processing Knowledge of client specifications for remittance processing Knowledge of off-line and peripheral equipment operation and maintenance Proficiency to assemble, organize and sequence work Knowledge to identify errors in calculations and balances What we offer you: At FIS, you can learn, grow and make an impact in your career. Our benefits include: Flexible and creative work environment Diverse and collaborative atmosphere Professional and personal development resources Opportunities to volunteer and support charities 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
    $56k-112k yearly est. Auto-Apply 60d+ ago
  • Mortgage License Trainee

    New American Funding 4.2company rating

    Austin, TX jobs

    Mortgage License Trainee (30-Day Licensing Program) Starting Pay - $20/hr About the Role New American Funding (NAF) is seeking motivated, career-driven individuals to join our team as Mortgage License Trainees. This is a part-time, 30-day role designed to help you successfully complete the required 20-hour NMLS pre-licensing course and pass the NMLS exam-at no cost to you. This program is the first step toward launching a long-term career with New American Funding as a licensed mortgage professional. What We Provide New American Funding fully supports your path toward licensure, offering: * 100% paid licensing costs, including: * 20-hour NMLS course * NMLS test fee * State-specific licensing fees (as applicable) * On-site guidance and support throughout the full training period * A structured pathway directly into a full-time licensed role After the Program Upon successfully passing the NMLS exam, candidates will be converted into full-time employees with New American Funding. Newly licensed employees will move into a full-time mortgage role with opportunities for comprehensive training, competitive pay, and long-term career growth. Responsibilities What You'll Do During the 30-day licensing period, your responsibilities are simple and focused: * Attend all on-site training sessions at a NAF location * Complete the 20-hour NMLS pre-licensing course provided by NAF * Study material and prepare for the nationwide NMLS SAFE Test * Take and pass the NMLS exam * Maintain consistent attendance and engagement throughout the program Qualifications * Strong desire to build a career in mortgage lending or financial services * Ability to commit to part-time, on-site attendance during the 30-day training period * Excellent communication skills and willingness to learn * Strong time management and study discipline * High school diploma or equivalent * Ability to pass the NMLS-required background check, and credit check 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.] Responsibilities What You'll Do During the 30-day licensing period, your responsibilities are simple and focused: - Attend all on-site training sessions at a NAF location - Complete the 20-hour NMLS pre-licensing course provided by NAF - Study material and prepare for the nationwide NMLS SAFE Test - Take and pass the NMLS exam - Maintain consistent attendance and engagement throughout the program
    $20 hourly Auto-Apply 11d ago
  • Member Experience Expert

    Pugh 4.2company rating

    Terrell, TX jobs

    Looking for a personable, energetic team player. Someone who is not afraid to ensure our members feel welcomed and heard. This role help ensure our culture is clean, friendly, and well maintained. Our experts strive to ensure our members are happy, motivated, and getting an amazing experience every time they walk in. Must be willing to help clean and make calls when needed. Pay: $14.00 - $16.00 per hour Job type Full-time Part-time Weekly Day Range Monday to Friday Weekend availability Shift 4-hour shift 8-hour shift Compensation: $14.00 - $16.00 per hour ABOUT WORKOUT ANYTIME: Workout Anytime 24/7 has earned a well-deserved spot on Entrepreneur's prestigious list of top 500 Franchises for 2024! Atlanta-based Workout Anytime is a 24-hour, seven-day-a-week fitness concept with 180+ units across the U.S. Founded by fitness veterans John Quattrocchi and Steve Strickland, the company was formed to provide members with first-class fitness facilities at the lowest cost possible, deliver a profitable and affordable business model to franchisees and offer exciting career opportunities for its employees. Mission To provide a friendly, convenient, life-changing journey with passion. Vision To reshape the fitness community where everybody aspires to be the best they can be. Values Attitude - We drive a positive culture of confidence and enthusiasm by doing the right thing for all our members, partners, and staff. Care - We provide our members, partners, and staff with an environment that is welcoming and respectful of each individual. Excellence - We are committed to the success of our members and partners through the expertise and dedication of our team. Strategic Drivers Think Big Keep It Simple Do It With Integrity
    $14-16 hourly Auto-Apply 60d+ ago
  • Principal Associate, Project Manager

    Capital One 4.7company rating

    Plano, TX jobs

    As a Principal, Project Manager at Capital One, you can achieve results you never thought possible by leading critical and strategic business projects. In this exciting role you will work closely with key stakeholders to deliver results that will have a direct impact on the bottom line of the company. You will work with smart, talented people who will challenge you to excel. You will be rewarded for your passion and your achievements. **General Responsibilities:** + Work on medium to large-scale complex, cross-departmental projects that have a direct impact on the company + Drive cross-functional projects based on defined priorities; ensure scope of deliverables, timelines and budget are met; identify risks and issues and mitigate and / or escalate as needed; manage complex up and downstream project impacts. + Plan, design, manage and execute project plans to ensure delivery. This activity includes management through feasibility, design, planning and implementation. + Leverage problem solving skills to ensure project plans deliver on intent and maintain key project documentation + Partner with project customers to provide strategic and tactical thought partnership to effectively drive project delivery + Forge relationships with key stakeholders to ensure delivery of commitments and alignment on intent + Lead and manage meetings; document progress and report to stakeholders on project status + Identify ways to improve and streamline business process The person will: + Exhibit a proven track record of project management, bringing the ability to quickly put structure in place to manage the work + Demonstrate outstanding communication and partnership skills which are essential for interacting and communicating with key stakeholders across all levels to manage, inform, and influence outcomes + Demonstrate organizational agility to adapt to changing demands + Display strong consulting and collaboration skills **Basic Qualifications:** + High School Diploma, GED or equivalent certification + At least 3 years of experience with Microsoft Office or G Suite + At least 3 years of Project Management, Process Management or Relationship Management experience **Preferred Qualifications:** + Bachelor's Degree or Military experience + 5+ years of experience in Project Management, Process Management or Relationship Management + PMP, Lean, Agile or Six Sigma certificatio **n** **At this time, Capital One will not sponsor a new applicant for employment authorization for this position** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Plano, TX: $106,700 - $121,700 for Principal Project Manager Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $106.7k-121.7k yearly 26d ago
  • Loan Originator / Officer

    Alcova Mortgage, LLC 3.7company rating

    Rockwall, TX jobs

    Loan Originator / Officer Reports to: Branch Partner or Branch Manager Department: Sales Position Type: Full-Time or Part-Time FLSA Classification / Type: Exempt / Sales Workers Supervises: None POSITION SUMMARY ALCOVA Mortgage Loan Officers are experienced and passionate mortgage professionals who thrive in a fast-paced environment, originating residential and government mortgage while providing the highest level of customer service. DUTIES AND RESPONSIBILITIES Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. Know and successfully apply the principles of: Lending basics Compliance Loan documentation Lending guidelines Fiscal literacy Deal structuring Computer technology Develop and use a strong Unique Selling Proposition (USP) with potential clients, clients and referral partners Use excellent phone skills in generating leads, making sales presentations and communicating with clients and staff Create and make face-to-face sales presentations to individuals or groups Help create collateral presentation materials Complete all loan applications thoroughly before sending to processor Contribute to organizing and attending broker open houses Build and manage electronic database of past clients, referral partners and potential clients Successfully use creative marketing and sales practices to create new business Understand and effectively utilize industry sales tools including: Mortgage Coach, The Perfect Loan Process, Mortgage Market Guide, etc Build purposeful relationships with referral partners by: Consistently attending networking groups Consistently attending open houses Consistently visiting referral partners Becoming a community resource Provide excellent customer service that adds value to leads, clients and referral partners through: Contacting with a purpose of educating Creating and distributing Gifts of Knowledge (GOK) materials Building a multi-dimensional network of professionals for referral purposes Utilize an effective personal time management system Complete company reporting requirements accurately and in a timely fashion Invest in your career through e-learning sites, seminars, business courses, literature and coaching EDUCATION, EXPERIENCE, LICENSURE, AND COMPETENCIES Must be actively and appropriately licensed as a Loan Officer and possess National Mortgage Licensing & Registry (NMLS) registration under the SAFE Act of 2008 Minimum of at least one year of experience in the mortgage field is required; two years of mortgage experience or previous sales support experience is preferred Strong pipeline skills, with an ability to prioritize complex diversified responsibilities and multi-task in a fast-paced environment Knowledge of federal and state fair lending requirements Ability to work collaboratively with others Excellent interpersonal and communication skills (verbal and written) Strong customer service skills Ability to use deductive reasoning Working knowledge of Encompass and RESPA software Proficient computer skills, especially Microsoft Office (Word, Excel, and Outlook) and Internet applications Self-starting, self-reliant, highly motivated and dependable Technologically savvy and comfortable learning new computer systems and programs Ability to adapt to changing environments, situations, and job responsibilities Ability to work flexible hours and overtime, if needed Strong moral compass with high standards for workplace integrity Compliance with all Bank Secrecy Act (BSA), Anti-Money Laundering (AML) laws, and Office of Foreign Asset Controls (OFAC) requirements is required. Employee must complete annual training in these areas EXPECTATIONS & GUIDELINES All loan officers will either be considered outside loan officers or inside loan officers depending upon the amount of time that will be spent in the office versus outside the office. As a condition of employment, Employee must always be able to meet any and all applicable qualifications and standards required for Loan Officer licensure under the SAFE Act. Employee must remain current on any and all applicable registration, licensing and training obligations required under the SAFE Act and/or any other state, federal or local laws pertaining to Loan Officer certification or standards. Employee is not entitled to commission on any loan originated at any time when Employee is not properly licensed. Employee may only originate loans in the state where s/he is licensed and Employee and/or his/her Branch are physically located. WORK ENVIRONMENT This job operates in a clerical office setting; climate controlled surroundings with adequate lighting and little or moderate noise when in the office. In this role, the individual routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. PHYSICAL DEMANDS This is largely a sedentary role; however, some filing and photocopying is required. This would require the ability to lift files, open filing cabinets, and bend or stand as necessary. EXPECTED HOURS OF WORK Days and hours of work are Monday through Friday, 8:30 A.M. to 5 P.M. Evening and weekend work may be required, as job duties demand. OTHER DUTIES This position performs additional duties as assigned, given adequate guidance and resources. This Job Description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. EOE D/V/M/F
    $37k-53k yearly est. Auto-Apply 25d ago
  • Customer Engagement Consultant (Sales), Business Cards & Payments (Hybrid), Plano, Texas

    Capital One 4.7company rating

    Plano, TX jobs

    The **Business Cards & Payments (BC&P)** organization is committed to fueling the courageous entrepreneurial spirit that's at the heart of America's business owners and offer products and services to help them do more business. We've built an organization that is focused on listening to and learning from the millions of business customers we serve every day to make sure our products, services and experiences work as hard as they do. The name of our organization reflects our current leadership position in Business Cards and Payments - as well as our aspiration to serve a wide range of needs for our customers beyond the card. We are a culture that dreams big and embraces an entrepreneurial and ownership spirit - just like our business customers. The Role: Are you a self-starter, a go-getter, and a deal maker? Are you disciplined and autonomous? Within Capital One's Business Cards & Payments group, you will find a culture that expects and rewards excellence. We believe in unlocking the power of people and equipping them to do great things! We are looking for like-minded people who can share our passion for success and a high sense of urgency to deliver on customer needs. As a **Customer Engagement Consultant** , you will play a key role in identifying opportunities and providing direct support to our customers. The consultant will be responsible for executing outbound contact campaigns through a variety of channels and execute next steps to help meet the client's needs. The ideal candidate will be able to work in a fast-paced environment with changing priorities, have strong relationship building skills, and be able to meet our customers at moments that matter to grow and retain their business. This person must have strong influence and client management skills, a consultative sales skill set, and must be able to work autonomously. This individual must also have strong written and verbal communication skills for over-the-phone and email communication. General Responsibilities: + The goal of this individual is to execute call campaigns, engage customers to speak further about complex opportunities and take action in real-time. + Develop subject matter expertise on the Business Cards & Payments product suite in order to effectively problem solve, cross-sell or pitch a solution that meets the client's needs + Use judgment to identify the appropriate path to embark on with the client and engage partners or leadership as needed + Utilize various forms of communication including, but not limited to email, phone and direct mail + Develop, manage and maintain relationships with field teams across Business Cards & Payments + Work independently and seek out feedback and data to reflect on and improve your own performance + Be compliant with all Capital One protocols and client activities + Maintain and update the CRM system An Ideal Candidate Possesses: + A strong interest in sales and desire to continue learning and growing in a sales based environment + A proven track record of successful face-to-face or phone based sales and client management experience + Drive, focus, independent thinking, and the ability to work autonomously + Influential communication skills (both written and verbal), ability to quickly move key decision makers through a change curve via a proactive phone based approach + A consultative mindset and the ability to adapt to an ever changing environment + Real-time effective utilization of judgment and problem solving skills Basic Qualifications: + Bachelor's degree or military experience Preferred Qualifications: + 1+ years of sales or client management experience **_At this time, Capital One will not sponsor a new applicant for employment authorization for this position._** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Plano, TX: $64,700 - $73,900 for Customer Development Associate Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $64.7k-73.9k yearly 37d ago
  • Financial Services Specialist (Remote)

    Global Financial Impact 3.9company rating

    Texas jobs

    About Us We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally. Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role. Role Description Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work Conduct Financial Needs Analysis to uncover financial goals of the client Formulate tailored financial plans for them Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf Conduct semi annual and annual reviews Experience All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more. Helpful traits and skills include: Entrepreneurial Mindset Leadership Self-Motivation Organization & Initiative High Ambition & Positive Energy Work Schedule & Benefits Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment. Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities. Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience. Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families. Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels. Compensation Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000 Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month) Non-Negotiable Qualifications Willingness to get licensed in 7-10 days via a state-approved course Ability to pass a background check Legally authorized to work in the United States No Felonies Find us on: Instagram | LinkedIn | TikTok | GFI Website
    $40k-61k yearly est. 60d+ ago
  • Leasing Professional-Part time

    CLS Living 4.8company rating

    Denton, TX jobs

    At CLS Living, our mission is simple: to deliver an unparalleled resident experience and foster an exceptional workplace environment. We are committed to building a world-class team of passionate individuals who thrive in a culture of positivity, creativity, and continuous growth. Each day brings new opportunities to innovate, lead, and make a meaningful impact. We take pride in our vibrant, design-forward communities and in the devoted teams who manage them with care and integrity. Our success starts with our people-and when our team thrives, our residents do too. Company Perks Unparalleled company culture Opportunities for growth and advancement Fun and flexible work environment Professional development assistance Responsibilities The Job At-A-Glance We are looking to add a Part Time Leasing Professional to join our team, a key member of our CLS Living Family. As a Leasing Professional, you will provide first-class customer service to prospects and residents, ensuring that all resident requests are handled promptly and professionally. You will help create a professional and welcoming office environment. Property Administration Focus on improving and maintaining the property's curb appeal and cleanliness; contribute wherever possible. Assist Managers with implementing and maintaining a thorough annual marketing plan. Collaborate closely with Managers to fully utilize all potential marketing avenues and share new ideas. Perform and record daily follow-up with all prospects; identify and communicate ways to overcome obstacles and close deals. Maintain strong product knowledge of the property and competitors through consistent market research. Work with the Manager to establish, implement, and monitor leasing goals and renewal programs to meet required occupancy. Assist with cleaning the office, common areas, grounds, and apartments as needed to ensure a professional and inviting property, office, and model appearance. Fill in for other positions when necessary and assist with after-hours emergencies. Customer Experience & Sales Ensure the website, listing sites, social media, and marketing materials are always up to date, professional, and appealing. Monitor these platforms regularly and promptly communicate any concerns or opportunities for improvement to the Manager. Assist Managers in planning, advertising, and managing resident functions and events. Coordinate advertising events on campus and create partnerships with schools and student programs. Actively network with student housing professionals in your market, monitor competitors, and build relationships with other industry professionals. Help Managers maintain a positive reputation and strong relationships with the school and community. Promote harmonious relations among residents, parents, staff, and the surrounding community while enforcing company policies and standards. Conduct outreach by spending necessary time on campus and at local businesses to foster cross-advertising and positive relationships. Ensure property management software is accurate and up to date at all times. Perform lease processing, administration, and other administrative duties as needed. The activities listed above may not be all inclusive. Qualifications Qualifications Two to Three years in a sales or customer service role. Excellent written and verbal communication skills. Strong organization and analytical skills. Intermediate to advanced skills in Microsoft Office Suite and Entrata software. Exceptional customer service skills. Ability to market and sell the community. Excellent time management and ability to prioritize work. Who You Are We're looking for someone who thrives in a fast-paced, hands-on environment and who sees every challenge as an opportunity to improve the resident experience. The ideal candidate will: Be a passionate mentor and team builder, invested in the growth and development of others. Act as an ambassador of the CLS Living culture, bringing energy, pride, and leadership to the community. Have a personal drive to excel, grow within the company, and take ownership of their role. Possess an entrepreneurial spirit, always looking for innovative ways to enhance operations, resident satisfaction, and property performance. Demonstrate a solutions-first mindset, handling challenges with professionalism and integrity. We conduct criminal background and drug screening. CLS Living is very proud to be recognized as a certified Great Places to Work company. CLS Living is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, disability or handicap, sex, marital status, veteran status, sexual orientation, genetic information, arrest record, or any other characteristic protected by applicable federal, state or local laws. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment.
    $29k-35k yearly est. Auto-Apply 10d ago
  • Software Engineering Intern

    SWBC 3.0company rating

    San Antonio, TX jobs

    SWIVEL, an SWBC software technology company is seeking talented Computer Science students to join our College Intern Program. This is an exciting opportunity for college students who are motivated and eager to learn within their educational field of study. Interns will gain practical hands-on experience and training that will provide an opportunity for growth, learning and development within the financial services industry. Full-time and part-time paid internship opportunities will be available in numerous software engineering teams. Interns will be placed within a specific team based on interest, experience, academic coursework, SWIVEL's business need, and flexibility with college/university schedule. Why you'll love this role: As a SWIVEL Intern, you will be learning on the job in real-time from talented software engineers within the financial services industry. We will develop, teach, mentor, and support your efforts throughout the internship. Our interns are given projects that are impactful and meaningful to SWIVEL, so interns will feel they are a valued team member of our SWIVEL family. Essential duties include the following: This internship is ideal for students looking to gain experience in software engineering such as building full-stack applications, working with microservices, and building features on a web based user interface. Assists with building systems to interface with SWIVEL clientele and tools to eliminate repetitive tasks. Work alongside a software engineering teams as part of their team Builds awareness and gain exposure to the Financial Services Industry while growing your talents. Learns key technical skills to apply acquired knowledge and assist in problem solving. Gains practical, hands-on experience that will provide an opportunity for growth. Works alongside and shadow team members while expanding your knowledge base with the ability to further develop your skills. Assist with ad hoc projects. Serious candidates will possess the minimum qualifications: Currently pursuing a Bachelor's or Master's degree in Computer Science, Computer Engineering, or related program at an accredited university/college. Experience with C and/or C# or JavaScript preferred. Excellent written and verbal communication skills. Strong analytical and interpersonal skills required. Detail oriented and possess excellent follow up skills. Organized and adapt well to change. Ability to multi-task and work in a fast-paced, deadline driven environment. Passion and desire for learning and proactive energy for getting things done. Display maturity and a high level of professionalism. SWBC offers*: Competitive overall compensation package Work/Life balance Employee engagement activities and recognition awards Years of Service awards Career enhancement and growth opportunities Leadership Academy and Mentor Program Continuing education and career certifications Variety of healthcare coverage options Traditional and Roth 401(k) retirement plans Lucrative Wellness Program *Based upon employee eligibility Additional Information: SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law. To learn more about SWBC, visit our website at ************* If interested, please click the appropriate apply button.
    $33k-48k yearly est. Auto-Apply 60d+ ago

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