Part-Time PM Customer Retention Representative (Remote)
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
Lead Software Engineer, Back End/Full Stack (Intelligent Foundations & Experiences)
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).
Director, Software Engineering (Connectivity Security)
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).
Work From Home Representative | Entry Level | Flexible Schedule | Hiring Immediately
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!
Auto-ApplyAdvisor Recruiter/Business Development Manager
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.
Auto-ApplyHotel Housekeeper / Room Attendant
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.
Office Manager-Part-Time
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.
Auto-ApplyAssurance Spring 2027 Internship
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.
Auto-ApplyCustomer Retention Manager (Hybrid)
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
Senior Credit Risk Specialist (part-time, remote)
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.
Bilingual Insurance Verification Specialist (Remote)
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
Remittance Processing Associate I
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
Auto-ApplyMortgage License Trainee
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
Auto-ApplyMember Experience Expert
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
Auto-ApplyPrincipal Associate, Project Manager
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).
Loan Originator / Officer
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
Auto-ApplyCustomer Engagement Consultant (Sales), Business Cards & Payments (Hybrid), Plano, Texas
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).
Financial Services Specialist (Remote)
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
Leasing Professional-Part time
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.
Auto-ApplySoftware Engineering Intern
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.
Auto-Apply