Director, Customer Support Services jobs at Check 'n Go

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, X, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. Compensation and Benefits: $23.90 - $35.90 hourly rate. Bonus potential up to 8.5% of base pay. Compensation and bonus are commensurate with experience, performance and/or firm profitability. You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future. #PWM-4 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

WHAT IS THE OPPORTUNITY? This person will handle a variety of branch transactions for Entertainment Operations except new accounts. They are expert in all aspects of providing exemplary customer service and assisting customers with any transaction. Has good working knowledge of bank policies and procedures. WHAT WILL YOU DO? * Responsible for the "back office" functions of the branch. * Provides the branch with the flexibility and expertise to perform the duties of the Client Service Representative functions at a moments notice. Actively identifies and participates in the cross selling of CNB products and services when appropriate. * Responsible for coaching of branch colleagues in policies, procedures, and/or processes in the various functions. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 2 years of experience working in a bank branch or bank operations role with cash handling experience required * Minimum 2 year direct customer service experience required * Minimum 2 year of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required *Additional Qualifications* * Minimum of 1 year experience in a banking environment required. * Good problem solving and communication skills required. * A general understanding of branch operations preferred. * Basic computer skills including ability to use Microsoft Word and Excel preferred. * Ability to perform branch positions with minimal supervision required. * Working knowledge of Federal Regulations and Bank policies and procedures required. * Thorough knowledge of Bank products and services required. * Good verbal and written communication skills required. * Ability to handle problem situations with colleagues and clients effectively required. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $18.39 - $27.62 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, X, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. Compensation Information: $27.18 - $40.83 per hour* Bonus potential up to 8.5% of base pay Compensation and bonus are commensurate with experience, performance and/or firm profitability You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future. #LI-PWM2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Are you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team. Job Responsibilities Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers. Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients. Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters. Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events. Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager Required Qualifications, Capabilities, and Skills A minimum of two years of financial services experience. Demonstrated experience delivering exceptional client service to an affluent client base. Preferred Qualifications, Capabilities, and Skills A bachelor's degree Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process . Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Are you ready to lead a team towards redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Manager and take charge of a group of Specialists dedicated to delivering unparalleled service. As the Client Experience Manager within JPMorgan Private Client, you'll direct a team of Specialists who are instrumental in helping our clients explore the full financial possibilities their wealth creates. You will coach and develop a high performing team that is able to act as an extension of our Relationship Manager team, provide exceptional service to our clients, and assist with servicing needs. Job Responsibilities Manage a team of Client Experience Specialists by providing oversight of day to day activities, ensuring the team's adherence to operating policies and procedures, and legal and compliance regulations, while independently resolving escalations. Provide ongoing coaching and mentoring to team members, fostering their professional growth and development through feedback, goal-setting, and skill building opportunities. Work with your Regional Managing Director to manage team capability by aligning Client Experience Specialist team members to Relationship Manager, and solicit feedback to identify development opportunities. Utilize product and process knowledge to coach team members and quickly resolve client escalations. Build a strong network of collaborative partnership across the Firm. Execute on business initiatives by creating and including developing and delivering executive and external reporting and other communications. Make informed business decisions using your independent judgement, skill set, and subject matter expertise, in combination with documented policies and procedures. Responsible for recruiting, interviewing and making hiring decisions for the team. Required Qualifications, Capabilities, and Skills Five or more years of financial services experience. Demonstrated experience delivering exceptional client service to an affluent client base. Preferred Qualifications, Capabilities, and Skills A bachelor's degree Two years' experience leading a team focused on cultivating relationships through delivering Deposit Banking, Home or Business lending needs. This position is subject to Section 19 of the Federal Deposit Insurance Act (FDIA). Employment is contingent upon a review of criminal conviction history. This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process . Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. CTL is comprised of two businesses: Multifamily Lending (MFL), the nation's number one multifamily lender providing term financing from $500,000 to $25 million+ on stabilized apartment buildings with five or more units, and Commercial Mortgage Lending (CML) which provides term financing from $1 million to $25 million+ on stabilized industrial, retail, office and mixed-use properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. We have over 1,000 employees nationwide. CTL delivers fast, efficient and streamlined loan transactions to our clients, helping them build their commercial real estate portfolio for long term success. We pride ourselves on reliably providing our clients straightforward, competitively priced loan programs, which include fixed and adjustable rates, early rate lock, and simple prepayment options. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. Job responsibilities: Facilitate application process by interfacing with customers in taking complete applications and requesting documentation from borrowers Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager/Client Act as a liaison between the Client Manager and the processing team Review complex files with multi-layered entity documentation and examine third party reports and leases Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan Coordinate and manage marketing to customers and brokers as well as assist the Client Manager in building customer and real estate broker relationships Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. Required qualifications, capabilities and skills: Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. Enthusiastic and self-motivated. Superior written and oral communication. Superior customer service skills. Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. Preferred qualifications, capabilities, and skills: College graduate preferred. Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. Superior interpersonal communication skills, as well as strong attention to detail and time management. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries.

JobID: 210687531 JobSchedule: Full time JobShift: Day Base Pay/Salary: Pasadena,CA $25.49-$34.62 Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. CTL is comprised of two businesses: Multifamily Lending (MFL), the nation's number one multifamily lender providing term financing from $500,000 to $25 million+ on stabilized apartment buildings with five or more units, and Commercial Mortgage Lending (CML) which provides term financing from $1 million to $25 million+ on stabilized industrial, retail, office and mixed-use properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. We have over 1,000 employees nationwide. CTL delivers fast, efficient and streamlined loan transactions to our clients, helping them build their commercial real estate portfolio for long term success. We pride ourselves on reliably providing our clients straightforward, competitively priced loan programs, which include fixed and adjustable rates, early rate lock, and simple prepayment options. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. Job responsibilities: * Facilitate application process by interfacing with customers in taking complete applications and requesting documentation from borrowers * Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager/Client * Act as a liaison between the Client Manager and the processing team * Review complex files with multi-layered entity documentation and examine third party reports and leases * Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan * Coordinate and manage marketing to customers and brokers as well as assist the Client Manager in building customer and real estate broker relationships * Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. Required qualifications, capabilities and skills: * Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. * Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. * Enthusiastic and self-motivated. * Superior written and oral communication. * Superior customer service skills. * Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. * Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. Preferred qualifications, capabilities, and skills: * College graduate preferred. * Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. * Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. * Superior interpersonal communication skills, as well as strong attention to detail and time management. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries.

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. CTL is comprised of two businesses: **Multifamily Lending (MFL)** , the nation's number one multifamily lender providing term financing from $500,000 to $25 million+ on stabilized apartment buildings with five or more units, and **Commercial Mortgage Lending (CML)** which provides term financing from $1 million to $25 million+ on stabilized industrial, retail, office and mixed-use properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. We have over 1,000 employees nationwide. CTL delivers fast, efficient and streamlined loan transactions to our clients, helping them build their commercial real estate portfolio for long term success. We pride ourselves on reliably providing our clients straightforward, competitively priced loan programs, which include fixed and adjustable rates, early rate lock, and simple prepayment options. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. **Job responsibilities:** + Facilitate application process by interfacing with customers in taking complete applications and requesting documentation from borrowers + Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager/Client + Act as a liaison between the Client Manager and the processing team + Review complex files with multi-layered entity documentation and examine third party reports and leases + Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan + Coordinate and manage marketing to customers and brokers as well as assist the Client Manager in building customer and real estate broker relationships + Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. **Required qualifications, capabilities and skills:** + Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. + Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. + Enthusiastic and self-motivated. + Superior written and oral communication. + Superior customer service skills. + Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. + Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. **Preferred qualifications, capabilities, and skills:** + College graduate preferred. + Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. + Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. + Superior interpersonal communication skills, as well as strong attention to detail and time management. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Pasadena,CA $25.49 - $34.62 / hour

Job Title: Client Success Specialist What you'll do: Client Success Specialist (CSS), AVP will assist the Distributed Retail Loan Officers with overseeing the end-to-end mortgage loan process. The CSS will co-facilitate an exceptional experience for home borrowers while assisting with a smooth workflow for AmeriHome Loan Officers. The role merges oversight with consumer-facing responsibilities to facilitate efficient loan processing, regulatory compliance, and a seamless borrower experience. The Client Success Specialist, AVP will collaborate with Loan Officers and AmeriHome Colleagues in various departments to enhance performance, training, accuracy, and production targets, serving as a key liaison for borrower interactions. Monitor loan processing workflows, identify bottlenecks, and implement process improvements to increase efficiency and ensure we are meeting Loan Disclosure Timelines as well as close of escrow deadlines Ensure all loan documentation is complete, verified, and accurate, adhering to AUS findings, program parameters, and regulatory requirements Manage the daily pipeline, ensuring loan lock and closing dates are met. Report on performance metrics Collaborate with internal departments to meet key loan deadlines, including loan lock and closing dates. Manage pipeline reporting and key dates Provide ongoing coaching and training to sales support, ensuring consistency in procedures and compliance with lending regulations Collaborate closely with loan officers to structure loans accurately and finalize loan details for closing Proactively manage borrower communication to ensure a smooth and positive experience, answering questions, addressing concerns, and resolving issues promptly Monitor team performance, providing regular feedback, coaching, and development to ensure high productivity and exceptional service Prepare and present performance reports to senior leadership, tracking operational efficiency, loan pipeline status, and borrower satisfaction Foster a collaborative environment between sales and operations to ensure alignment on goals and a unified approach to meeting customer and company objectives Stay updated on changes in mortgage regulations and assist with training Distributed Retail colleagues on new guidelines and procedures Train and update colleagues on policy changes, loan procedure updates. Collaborate with Compliance to inspect and ensure Distributed Retail is adhering to Regulations Assess borrower needs and provide personalized consultation on loan options that align with their financial goals Backup for calls and emails from Affinity Channels Ability to originate and self-source Loans from start to finish Assist Loan Officers and act as a resource. Additional tasks as needed What you need to have: 5-7 years of mortgage industry experience with both operational and consumer-facing responsibilities Bachelor's degree preferred Strong understanding of mortgage loan processing, underwriting guidelines, regulatory compliance, and customer service best practices Excellent communication skills, with the ability to build strong relationships with borrowers and cross-functional teams Strong organizational and multitasking skills, with the ability to manage a large volume of loans and clients simultaneously Experience with loan origination systems (Encompass preferred) Ability to multi-task and manage a large volume of loans effectively Detail-oriented with a strong focus on accuracy and compliance Travel made me necessary, once per quarter NMLS Licensed, a plus Bilingual, a plus What you'll need: Compensation: Salary range for new hires is generally $62,395.00 - $77,000.00 for Northern California. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned. Benefits you'll love: We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career! About the company: AmeriHome Mortgage is a Western Alliance Bank company. Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email ************************** or call ************. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process. © Western Alliance Bancorporation

Job Title: Client Success Specialist What you'll do: Client Success Specialist (CSS), AVP will assist the Distributed Retail Loan Officers with overseeing the end-to-end mortgage loan process. The CSS will co-facilitate an exceptional experience for home borrowers while assisting with a smooth workflow for AmeriHome Loan Officers. The role merges oversight with consumer-facing responsibilities to facilitate efficient loan processing, regulatory compliance, and a seamless borrower experience. The Client Success Specialist, AVP will collaborate with Loan Officers and AmeriHome Colleagues in various departments to enhance performance, training, accuracy, and production targets, serving as a key liaison for borrower interactions. Monitor loan processing workflows, identify bottlenecks, and implement process improvements to increase efficiency and ensure we are meeting Loan Disclosure Timelines as well as close of escrow deadlines Ensure all loan documentation is complete, verified, and accurate, adhering to AUS findings, program parameters, and regulatory requirements Manage the daily pipeline, ensuring loan lock and closing dates are met. Report on performance metrics Collaborate with internal departments to meet key loan deadlines, including loan lock and closing dates. Manage pipeline reporting and key dates Provide ongoing coaching and training to sales support, ensuring consistency in procedures and compliance with lending regulations Collaborate closely with loan officers to structure loans accurately and finalize loan details for closing Proactively manage borrower communication to ensure a smooth and positive experience, answering questions, addressing concerns, and resolving issues promptly Monitor team performance, providing regular feedback, coaching, and development to ensure high productivity and exceptional service Prepare and present performance reports to senior leadership, tracking operational efficiency, loan pipeline status, and borrower satisfaction Foster a collaborative environment between sales and operations to ensure alignment on goals and a unified approach to meeting customer and company objectives Stay updated on changes in mortgage regulations and assist with training Distributed Retail colleagues on new guidelines and procedures Train and update colleagues on policy changes, loan procedure updates. Collaborate with Compliance to inspect and ensure Distributed Retail is adhering to Regulations Assess borrower needs and provide personalized consultation on loan options that align with their financial goals Backup for calls and emails from Affinity Channels Ability to originate and self-source Loans from start to finish Assist Loan Officers and act as a resource. Additional tasks as needed What you need to have: 5-7 years of mortgage industry experience with both operational and consumer-facing responsibilities Bachelor's degree preferred Strong understanding of mortgage loan processing, underwriting guidelines, regulatory compliance, and customer service best practices Excellent communication skills, with the ability to build strong relationships with borrowers and cross-functional teams Strong organizational and multitasking skills, with the ability to manage a large volume of loans and clients simultaneously Experience with loan origination systems (Encompass preferred) Ability to multi-task and manage a large volume of loans effectively Detail-oriented with a strong focus on accuracy and compliance Travel made me necessary, once per quarter NMLS Licensed, a plus Bilingual, a plus What you'll need: Compensation: Salary range for new hires is generally $62,395.00 - $77,000.00 for Northern California. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned. Benefits you'll love: We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career! About the company: AmeriHome Mortgage is a Western Alliance Bank company. Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email ************************** or call ************. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process. © Western Alliance Bancorporation

Your Opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. What you have Required Qualifications: * 1+ years of Client/Customer Service experience Preferred Qualifications: * Previous experience in Financial Services/Wealth Management and/or closely related industry. * While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses * Ability to handle client needs with tact and diplomacy * Outstanding written and oral communication skills * Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously * Ability to build and maintain good cross-enterprise working relationships * Basic understanding of brokerage regulations and rules that govern client accounts * May be asked to become a Notary * In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

Your Opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. We proudly support a diverse and multicultural client base. Candidates with multilingual skills - including Mandarin/Cantonese - are strongly encouraged to apply, as language capabilities enhance our ability to serve our clients effectively. What you have Required Qualifications: * 1+ years of Client/Customer Service experience * Fluency in Mandarin and/or Cantonese (verbal and written) to support the needs of a diverse client base Preferred Qualifications: * Previous experience in Financial Services/Wealth Management and/or closely related industry. * While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses * Ability to handle client needs with tact and diplomacy * Outstanding written and oral communication skills * Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously * Ability to build and maintain good cross-enterprise working relationships * Basic understanding of brokerage regulations and rules that govern client accounts * May be asked to become a Notary * In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

**Your opportunity** As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. We proudly support a diverse and multicultural client base. Candidates with multilingual skills - including **Mandarin/Cantonese** - are strongly encouraged to apply, as language capabilities enhance our ability to serve our clients effectively. **What you have** **Required Qualifications:** + 1+ years of Client/Customer Service experience + Fluency in **Mandarin and/or Cantonese** (verbal and written) to support the needs of a diverse client base **Preferred Qualifications:** + Previous experience in Financial Services/Wealth Management and/or closely related industry. + While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses + Ability to handle client needs with tact and diplomacy + Outstanding written and oral communication skills + Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously + Ability to build and maintain good cross-enterprise working relationships + Basic understanding of brokerage regulations and rules that govern client accounts + May be asked to become a Notary **In addition to the salary range, this role is also eligible for bonus or incentive opportunities.** **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.

Your Opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. What you have Required Qualifications: * 1+ years of Client/Customer Service experience Preferred Qualifications: * Previous experience in Financial Services/Wealth Management and/or closely related industry. * While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses * Ability to handle client needs with tact and diplomacy * Outstanding written and oral communication skills * Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously * Ability to build and maintain good cross-enterprise working relationships * Basic understanding of brokerage regulations and rules that govern client accounts * May be asked to become a Notary * In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

**Your opportunity** As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. **What you have** **Required Qualifications:** + 1+yearsof Client/Customer Service experience **Preferred Qualifications:** + Previousexperience in Financial Services/Wealth Management and/or closely related industry. + While licensing is preferred, it is notrequiredfor this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66licenses + Ability to handleclient needs with tact anddiplomacy + Outstanding written and oral communication skills + Experienceworkingindependently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously + Ability to build andmaintaingood cross-enterprise workingrelationships + Basic understanding of brokerage regulations and rules that govern clientaccounts + May be asked to become aNotary **In addition to the salary range, this role is also eligible for bonus or incentive opportunities.** **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.

About Us Veros Credit is committed to making vehicle ownership possible for everyone. Through our vast network of independent and franchise dealers, we have helped countless customers with their financing needs, allowing them to drive off in the vehicle they deserve. We realize that our greatest assets are our employees, which is why we strive to make work welcoming and fun but offer limitless opportunities for growth and advancement. At Veros Credit, you can look forward to company events, free meals quarterly, holiday activities, and more. You will be greeted by friendly, positive, and ambitious team members, and work alongside leaders who encourage and value your new ideas. We are proud to say that it is this sense of community that makes us excited to walk through the door every day. Some of our benefit offerings include: Medical, Dental, and Vision Insurance Life Insurance Flexible Spending Accounts (FSA) Accident, Hospital, Indemnity Insurance Short Term Disability (STD) and Long-Term Disability (LTD) Insurance Employee Assistance Program (EAP) 401(k) Plan Employee Stock Ownership Plan (ESOP) Tuition Reimbursement Paid Holidays Paid Time Off (PTO) Transportation Reimbursement Benefit (Mass Transit, Carpool, and Plug-In Electric Vehicle) Referral Bonus Quarterly lunches Daily fresh fruit Office Starbucks Coffee/Latte/Espresso Machine And a lot more! About The Position The Account Servicing Specialist (30 Days) will be responsible for servicing auto loan accounts that are 30-60 days delinquent and documenting all collection activities utilizing loan servicing software. Essential Responsibilities: Follow and ensure compliance with all company policies and procedures as well as the Fair Debt Collection Practices Act (FDCPA). Negotiate payment arrangements with borrowers, including offering suggestions as to how they can meet their obligations, propose alternative payment methods, and establish payment procedures. Assist borrowers in devising a strategy to allow them to keep their vehicle while meeting the obligations of the loan. Accurately and professionally document account information and collection activities. Utilize skip tracing tools and reference sources to identify and locate delinquent borrowers. Other duties as assigned. Essential Requirements: 3+ year(s) of experience in the collections field, preferably in the subprime consumer lending industry. Effective communication, negotiation, and problem-solving skills. Ability to read, interpret and apply federal, state, and local collections regulations. Ability to interact with customers in a professional, tactful, and sensitive manner. Ability to thrive in a fast-paced work environment and to work independently and as part of a team. Available to work a flexible work schedule and overtime as needed. High School Diploma or GED. Salary: $20.00 - $25.00 per hour + Bonus #VHP Veros Credit, LLC is an equal opportunity employer. **This Organization Participates in E-Verify Keywords: Automotive, Auto Finance, Automobile, Subprime, Prime, Unsecure Loans, Dealerships, Independent Dealerships, Franchise Dealerships, Skip-tracing, Skip Tracer, Skip Trace, Auto Dialer, Auto Dialing, Vehicle Repossessions, Repayment Plans, Deficiency, Customer Service, Consumer Finance, Collections, Collector, Collecting, Loss Recovery, Collateral Recovery, Post Charge Off, Negotiate, Negotiation, Negotiator, Call Center, Bilingual, Spanish, FDCPA, Noble

About Us Veros Credit is committed to making vehicle ownership possible for everyone. Through our vast network of independent and franchise dealers, we have helped countless customers with their financing needs, allowing them to drive off in the vehicle they deserve. We realize that our greatest assets are our employees, which is why we strive to make work welcoming and fun but offer limitless opportunities for growth and advancement. At Veros Credit, you can look forward to company events, free meals quarterly, holiday activities, and more. You will be greeted by friendly, positive, and ambitious team members, and work alongside leaders who encourage and value your new ideas. We are proud to say that it is this sense of community that makes us excited to walk through the door every day. Some of our benefit offerings include: Medical, Dental, and Vision Insurance Life Insurance Flexible Spending Accounts (FSA) Accident, Hospital, Indemnity Insurance Short Term Disability (STD) and Long-Term Disability (LTD) Insurance Employee Assistance Program (EAP) 401(k) Plan Employee Stock Ownership Plan (ESOP) Tuition Reimbursement Paid Holidays Paid Time Off (PTO) Transportation Reimbursement Benefit (Mass Transit, Carpool, and Plug-In Electric Vehicle) Referral Bonus Quarterly lunches Daily fresh fruit Office Starbucks Coffee/Latte/Espresso Machine And a lot more! About The Position The Account Servicing Specialist - FPD/Recourse is responsible for servicing auto loan accounts defaulting on the first contractual payment or shortly after account origination (typically 3-6 months). Essential Responsibilities: Act as an intermediary between customers and dealers to research, substantiate, and resolve contract and vehicle concerns. Conduct outbound calls and answer inbound calls through both an auto-dialer and telephone system. Effectively negotiate with customers to obtain firm commitments for payment. Perform investigative activities to determine the whereabouts of customers through database searches and system records (Skip-Tracing). Initiate and monitor repossession efforts to recover collateral. Maintain satisfactory work efforts on multiple queues based on specified requirements. Meet and/or exceed daily and monthly goals. Perform other duties as assigned. Comply with all company policies, procedures, and the Fair Debt Collection Practices Act (FDCPA). Essential Requirements: 3+ year(s) of experience in the consumer lending collections field, preferably in the subprime auto industry. Effective communication, negotiation, and problem-solving skills. Ability to read, interpret and apply federal, state, and local collections regulations. Ability to interact with others in a professional, tactful, and sensitive manner. Ability to thrive in a fast-paced work environment and to work independently and as part of a team. Available to work a flexible work schedule and overtime as needed. High School Diploma or GED. Salary: $17.00 - $22.00 per hour + Bonus #VHP Veros Credit, LLC is an equal opportunity employer. **This Organization Participates in E-Verify Keywords: Automotive, Auto Finance, Automobile, Subprime, Prime, Unsecure Loans, Dealerships, Independent Dealerships, Franchise Dealerships, Skip-tracing, Skip Tracer, Skip Trace, Auto Dialer, Auto Dialing, Vehicle Repossessions, Repayment Plans, Deficiency, Customer Service, Consumer Finance, Collections, Collector, Collecting, Loss Recovery, Collateral Recovery, Post Charge Off, Negotiate, Negotiation, Negotiator, Call Center, Bilingual, Spanish, FDCPA, Noble

About Us Veros Credit is committed to making vehicle ownership possible for everyone. Through our vast network of independent and franchise dealers, we have helped countless customers with their financing needs, allowing them to drive off in the vehicle they deserve. We realize that our greatest assets are our employees, which is why we strive to make work welcoming and fun but offer limitless opportunities for growth and advancement. At Veros Credit, you can look forward to company events, free meals quarterly, holiday activities, and more. You will be greeted by friendly, positive, and ambitious team members, and work alongside leaders who encourage and value your new ideas. We are proud to say that it is this sense of community that makes us excited to walk through the door every day. Some of our benefit offerings include: Medical, Dental, and Vision Insurance Life Insurance Flexible Spending Accounts (FSA) Accident, Hospital, Indemnity Insurance Short Term Disability (STD) and Long-Term Disability (LTD) Insurance Employee Assistance Program (EAP) 401(k) Plan Employee Stock Ownership Plan (ESOP) Tuition Reimbursement Paid Holidays Paid Time Off (PTO) Transportation Reimbursement Benefit (Mass Transit, Carpool, and Plug-In Electric Vehicle) Referral Bonus Quarterly lunches Daily fresh fruit Office Starbucks Coffee/Latte/Espresso Machine And a lot more! About The Position The Account Servicing Specialist - FPD/Recourse is responsible for servicing auto loan accounts defaulting on the first contractual payment or shortly after account origination (typically 3-6 months). Essential Responsibilities: Act as an intermediary between customers and dealers to research, substantiate, and resolve contract and vehicle concerns. Conduct outbound calls and answer inbound calls through both an auto-dialer and telephone system. Effectively negotiate with customers to obtain firm commitments for payment. Perform investigative activities to determine the whereabouts of customers through database searches and system records (Skip-Tracing). Initiate and monitor repossession efforts to recover collateral. Maintain satisfactory work efforts on multiple queues based on specified requirements. Meet and/or exceed daily and monthly goals. Perform other duties as assigned. Comply with all company policies, procedures, and the Fair Debt Collection Practices Act (FDCPA). Essential Requirements: 3+ year(s) of experience in the consumer lending collections field, preferably in the subprime auto industry. Effective communication, negotiation, and problem-solving skills. Ability to read, interpret and apply federal, state, and local collections regulations. Ability to interact with others in a professional, tactful, and sensitive manner. Ability to thrive in a fast-paced work environment and to work independently and as part of a team. Available to work a flexible work schedule and overtime as needed. High School Diploma or GED. Salary: $17.00 - $22.00 per hour + Bonus #VHP Veros Credit, LLC is an equal opportunity employer. **This Organization Participates in E-Verify Keywords: Automotive, Auto Finance, Automobile, Subprime, Prime, Unsecure Loans, Dealerships, Independent Dealerships, Franchise Dealerships, Skip-tracing, Skip Tracer, Skip Trace, Auto Dialer, Auto Dialing, Vehicle Repossessions, Repayment Plans, Deficiency, Customer Service, Consumer Finance, Collections, Collector, Collecting, Loss Recovery, Collateral Recovery, Post Charge Off, Negotiate, Negotiation, Negotiator, Call Center, Bilingual, Spanish, FDCPA, Noble

About Us Veros Credit is committed to making vehicle ownership possible for everyone. Through our vast network of independent and franchise dealers, we have helped countless customers with their financing needs, allowing them to drive off in the vehicle they deserve. We realize that our greatest assets are our employees, which is why we strive to make work welcoming and fun but offer limitless opportunities for growth and advancement. At Veros Credit, you can look forward to company events, free meals quarterly, holiday activities, and more. You will be greeted by friendly, positive, and ambitious team members, and work alongside leaders who encourage and value your new ideas. We are proud to say that it is this sense of community that makes us excited to walk through the door every day. Some of our benefit offerings include: Medical, Dental, and Vision Insurance Life Insurance Flexible Spending Accounts (FSA) Accident, Hospital, Indemnity Insurance Short Term Disability (STD) and Long-Term Disability (LTD) Insurance Employee Assistance Program (EAP) 401(k) Plan Employee Stock Ownership Plan (ESOP) Tuition Reimbursement Paid Holidays Paid Time Off (PTO) Transportation Reimbursement Benefit (Mass Transit, Carpool, and Plug-In Electric Vehicle) Referral Bonus Quarterly lunches Daily fresh fruit Office Starbucks Coffee/Latte/Espresso Machine And a lot more! About The Position The Account Servicing Specialist (Pre 30's) will be responsible for servicing auto loan accounts that are less than 30 days delinquent and documenting all collection activities utilizing loan servicing software. Essential Responsibilities: Follow and ensure compliance with all company policies and procedures as well as the Fair Debt Collection Practices Act (FDCPA). Negotiate payment arrangements with borrowers, including offering suggestions as to how they can meet their obligations, propose alternative payment methods, and establish payment procedures. Assist borrowers in devising a strategy to allow them to keep their vehicle while meeting the obligations of the loan. Accurately and professionally document account information and collection activities. Utilize skip tracing tools and reference sources to identify and locate delinquent borrowers. Other duties as assigned. Essential Requirements: 1+ year(s) of experience in the collections field, preferably in the subprime consumer lending industry. Effective communication, negotiation, and problem-solving skills. Ability to read, interpret and apply federal, state, and local collections regulations. Ability to interact with customers in a professional, tactful, and sensitive manner. Ability to thrive in a fast-paced work environment and to work independently and as part of a team. Available to work a flexible work schedule and overtime as needed. High School Diploma or GED. Salary: $17.00 - $22.00 per hour + Bonus #VHP Veros Credit, LLC is an equal opportunity employer. **This Organization Participates in E-Verify Keywords: Automotive, Auto Finance, Automobile, Subprime, Prime, Unsecure Loans, Dealerships, Independent Dealerships, Franchise Dealerships, Skip-tracing, Skip Tracer, Skip Trace, Auto Dialer, Auto Dialing, Vehicle Repossessions, Repayment Plans, Deficiency, Customer Service, Consumer Finance, Collections, Collector, Collecting, Loss Recovery, Collateral Recovery, Post Charge Off, Negotiate, Negotiation, Negotiator, Call Center, Bilingual, Spanish, FDCPA, Noble