IT Help Desk Analyst + Jr. Encompass Administrator
Livonia, MI jobs
Hybrid Role: IT Help Desk Analyst + Jr. Encompass Administrator
Employment Type: Full-Time
Department: Information Technology
Reports To: Director of Technology
About Success Mortgage Partners
Success Mortgage Partners (SMP) is a fast-paced, family-valued, and service-driven independent mortgage lender committed to empowering employees through collaboration, innovation, and technology. We support both corporate staff and partner branches nationwide, providing exceptional internal service so that our teams can deliver exceptional service to borrowers and referral partners.
Position Overview
This hybrid position combines Level 1-2 IT Help Desk Support with Jr. Encompass Administration, creating a unique opportunity for a technically skilled mortgage professional to support day-to-day IT needs while also contributing to the ongoing optimization of our Loan Origination System (LOS), Encompass.
The ideal candidate brings experience supporting mortgage users, troubleshooting LOS workflows, managing systems access, and resolving both software and hardware issues in a timely and customer-focused manner.
Key Responsibilities
Encompass Jr. Administrator Responsibilities
Provide advanced help desk support and troubleshooting for the Encompass LOS, including issues involving users, workflows, integrations, and third-party vendors.
Assist with user support related to mortgage origination tasks and LOS operations with professionalism, urgency, and attention to compliance and software best practices.
Support Corporate Trainers and collaborate with Encompass administrators and developers on enhancements, automation, and system improvements.
Support, maintain, and troubleshoot vendor permissions and access (DU, LPA, FHA Connection, GUS, credit providers, etc.).
IT Help Desk Responsibilities
Provide Level 1 & Level 2 technical support via phone, email, ticketing, and remote/in-person assistance.
Troubleshoot issues related to:
Active Directory & user accounts
Windows 10/11, computers, docks, peripherals
Microsoft 365, Teams, OneDrive, Outlook
VPN connectivity, MFA resets, OKTA
VOIP solutions (RingCentral, Teams)
Networking basics: DHCP, DNS, IP addressing
SharePoint and OneDrive file access/permissions
Adobe Acrobat/Reader
Manage tickets, escalate when necessary, and ensure timely resolution of user issues.
Perform new computer deployments, remote user setup support, and system upgrades.
Qualifications
Required
Minimum 3 years mortgage industry experience, directly supporting mortgage users, systems, or workflows.
Minimum 2 years IT help desk experience (Level 1-2), including AD, Windows OS, networking basics, and Microsoft 365.
At least 3 years supporting Encompass LOS or other mortgage systems.
Ability to troubleshoot, research, and resolve both technical and LOS issues with urgency and professionalism.
Strong customer service, communication, documentation, and organizational skills.
Preferred
Experience supporting Encompass administration, configurations, or automation.
Experience with OKTA SSO/MFA, Fortinet, Proofpoint, or CrowdStrike.
Familiarity with LOS integrations and mortgage workflow optimization.
Ticketing system experience (FreshDesk or similar).
Former mortgage processors, loan partners, or similar roles with high technical aptitude are strongly encouraged.
Working Conditions
This is a hybrid role based out of SMP's Livonia, MI office. Most work can be performed remotely; however, onsite presence and occasional travel may be required for project, training, or support needs.
Mortgage Market Expansion Manager-Florida Panhandle
Destin, FL jobs
Job Title: Mortgage Market Expansion Manager
Motto Mortgage, a major national mortgage brokerage with over 200 offices nationwide, is launching a strategic expansion in the Florida Panhandle. We are searching for an exceptional Mortgage Loan Officer to help drive this growth and become a key member of our local leadership team.
This opportunity is designed for an individual who combines strong production capability with the leadership presence needed to build and guide a local team. At Motto Mortgage Resolutions, this role is key in establishing a high-performing branch-driving production, strengthening partnerships and influencing long-term strategic direction. If you are motivated by growth, leadership, and the ability to shape a local market with the support of a national brand, this position offers an exceptional opportunity.
Primary Responsibilities
Lead the growth and development of the Panhandle market for Motto Mortgage Resolutions
.
Recruit, train and mentor additional loan officers as the branch scales.
Originate and close residential mortgage loans with attention to service and compliance.
Strengthen relationships with Realtors and local partners.
Ideal Qualifications
· Active NMLS license with a minimum of 3 years as a producing mortgage loan officer.
· Consistent production of 2+ closed loans per month.
· Established Realtor referral network and active membership in at least one local Realtor association.
· Entrepreneurial leader who excels in a growth-driven environment, stays disciplined and committed, and is energized by building high-impact results.
· Strong command of technology and digital tools to drive business and brand presence.
· Excellent communication, organizational and relationship-building abilities.
· Demonstrate drive to build, coach, and lead a high-performing team, with the confidence to establish standards, guide developing talent, and foster a collaborative, growth-focused culture.
What we offer
· National brand strength with proven systems.
· Local autonomy paired with comprehensive corporate resources.
· Lucrative compensation with performance bonuses and incentives tied to branch growth, recognizing your direct impact on team and business success.
· Streamlined technology for CRM/client management, marketing and workflow.
· Ongoing professional development through Internal and external training.
· Wholesale pricing and broad program access.
· Personalized marketing materials and individual loan officer website.
· Product availability across Fannie, Freddie, FHA, VA, Reverse, HELOCs, Jumbo, and Niche/Non-QM programs.
· Flexible, remote work environment designed for productivity and balance.
About the Company
Motto Mortgage Resolutions is an independently owned and operated office of Motto Franchising, LLC. Franchise owners and their loan originators receive extensive support including ongoing education, an ecosystem of technology tools designed to streamline and simplify the loan process, guidance on compliance, recruiting assistance to help grow their businesses, and support in navigating the nuances of the mortgage industry.
The Motto Mortgage network is breaking the mold by giving the power of choice back to consumers with less jargon, more transparency, and even more options to choose from as they shop for the right home loan. With more than 225 offices open across over 40 states, Motto Franchising, LLC's unique national franchise mortgage brokerage model is the first of its kind in the United States. Created to disrupt the mortgage industry, the Motto Mortgage network connects loan originators and real estate agents to provide a seamless, personalized experience and one-stop shopping for consumers. Each Motto Mortgage office is independently owned, operated, and licensed.
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Information Security Analyst
Jacksonville, FL jobs
Job Title Information Security Analyst
Corporate Title Associate
Deutsche Bank Chief Security Office (CSO) is looking for an Information Security Analyst to support the Bank's Information Security Threat Operations (ISTO) - Data Leakage Monitoring (DLM) capabilities.
The DLM Analyst is responsible for timely acting on data leakage events and incidents, taking decisions to ensure the corresponding course of action for rapid containment and mitigation, as well as ensuring all applicable steps in the Bank's DLM process get timely implemented (e.g. impact assessment. consequence management) and accurately documented.
Besides operations tasks, he/she will be supporting to evaluate and adjust processes, tools, and reporting, as well as wider ISTO initiatives or projects.
What We Offer You
A diverse and inclusive environment that embraces change, innovation, and collaboration
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift and volunteer programs
What You'll Do
Monitor and analyze data activities to detect and prevent unauthorized data transfers and leaks
Utilize metadata logged by DLP solutions to support incident management and forensic investigations
Ensure timely response and containment of data leakage incidents
Ensure proper information security incident documentation and hand over to other colleagues within ISTO as needed
Provide accurate information and reporting with regards to DLM incidents to the relevant stakeholders and timely escalate to other relevant teams/roles as needed, Support the assessment of financial, reputational, client, market or regulatory impact associated with data leakage security incidents
Contribute to data leakage monitoring process improvements as well as detection rules tuning
Skills You'll Need
Bachelor's degree or equivalent required
Previous experience in a similar position, or background on incident management, or SOC related roles
Familiar with the MITTRE ATT&CK framework as well as CISSP, CISM, GCIH or other relevant certifications in the field
Knowledge of industry standards and best practices for data protection
Reasonable understanding/background with Security Incident and Event Management (SIEM) systems, and detection tools, ideally on Splunk, McAfee, Symantec, Microsoft Sentinel & Purview
Skills That Will Help You Excel
Fluent in English, very good communication skills and confident assuming timely decisions
Independent way of working with strong decision making and problem-solving ability
Appetite for continuous learning
Comfortable with working in international & multicultural teams
Expectations
It is the Bank's expectation that employees hired into this role will work in the Jacksonville office in accordance with the Bank's hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in Jacksonville, FL is $60,000 to $86,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
Deutsche Bank Benefits
At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!
Learn more about your life at Deutsche Bank through the eyes of our current employees ***************************
The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice please email ****************.
Claims Specialist General Liability/Pollution Environmental Liability
Lake Mary, FL jobs
Specialist Claims - CH07DE
We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
This dynamic Claim Specialist role will be part of a team of professionals who support the Harford Global Specialty (HGS) Claims Division. Our ideal candidate will have expertise in: primary and excess claims (including general liability, excess auto liability, products liability, and pollution liability) on integrated general liability/pollution liability policies, contractor pollution liability and site-specific pollution liability policies. We are seeking a motivated, self-starter who would enjoy a fast-paced collaborative work environment! The Claim Specialist will handle a caseload of complex, high-exposure claims on Excess General Liability and Environmental policies from inception to final resolution. This team works closely with our underwriting, actuarial and legal partners to ensure the best possible result for our customers. The claim caseload will involve both primary and excess coverages with complex fact patterns requiring some knowledge of environmental regulations and response actions as well as analysis of contracts between parties to determine liability for risk transfer opportunities.
Key responsibilities of this position include:
Conduct complex investigations and extensive claim file reviews on assigned cases
Determine coverage, draft position letters and communicate the coverage position(s) to insureds, business partners and legal counsel
Operate within prescribed authority levels to set appropriate expense and indemnity reserves
Regularly monitor indemnity reserves for any required adjustment
Present cases above authority level to leadership for expense/indemnity reserve and settlement authority
Develop and implement resolution strategies to achieve high quality outcomes
Pro-actively manage environmental consultants and/or litigation and counsel throughout the case lifecycle
Directly oversee the litigation planning, execution, budget and bill review
Attend trials and mediations as necessary
Positively contribute to our claim and enterprise goals by participating in ad hoc audits, projects and product development initiatives
Prepare comprehensive reports and deliver presentations to senior claim leadership on: case developments, policy issues, industry trends, etc.
Collaborate with valued business partners to review and address claim trends
Address inquiries from agents and policyholders with a focus on providing superior customer service
Qualifications:
Bachelor's Degree is required
Candidates with a JD license and specialization within environmental or construction case experience are preferred.
Minimum of 7 years of claims experience with strong preference for candidates who have handled general liability, pollution liability, site pollution, construction or product liability claims or environmental policies.
Prior experience handling both primary and excess policy coverages/claims
Working knowledge of environmental, coverage and tort laws
Strong coverage acumen with the ability to readily apply the terms and conditions found in manuscript policies to the facts of the claim
Familiarity with state specific environmental and insurance regulatory requirements
High level of discipline, results-orientation and ability to drive bottom line results
Superior analytical ability and organizational skills
Effective interpersonal communication skills in both verbal and written formats
Proven strategic reasoning and execution skills
Excellent negotiation and advanced technical claim handling skills
Full command of issues and medicals relative to high value bodily injury claims
Strong ability to analyze coverage and liability issues, manage time limit demands and assess extra contractual exposures and other issues of complexity
Ability to effectively communicate in a highly-matrixed environment
Readily able to influence and drive successful, collaborative claim outcomes
This role can have a Hybrid or Remote work arrangement. Candidates who live near one of our office locations (Hartford, CT, San Antonio, TX, Lake Mary, FL, Phoenix, AZ, Naperville, IL) will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$106,400 - $159,600
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
Auto-ApplyInsurance Verification and Billing Follow Up Specialist - ORL
Orlando, FL jobs
Credit Solutions of Lexington, KY is seeking to hire a full-time Insurance Verification and Billing Follow Up Specialist. If you have experience in healthcare billing and finance and want a career where you can actually make a difference, apply today!
Our employees enjoy a competitive wage plus benefits! Our benefits include paid time off, holiday pay, company-paid life insurance, a 401k plan, health benefits, vision, and dental benefits. Additionally, we offer flexible schedules and work from home opportunities.
ABOUT CREDIT SOLUTIONS
Founded in 2003, Credit Solutions provides tailored Extended Business Office (EBO) Solutions as well as a full range of Bad Debt Recovery and Account Resolution service throughout the United States. With a pledge of excellence, we strive to allocate the best resources, giving our talented staff of professionals the tools needed to achieve results for our clientele.
At Credit Solutions, we believe our employees are our most valuable asset. In fact, we attribute our success as a company on our ability to recruit, hire, and maintain a positive and productive workforce. A happy employee is a productive employee and our benefits reflect how much we care. Additionally, we provide numerous employee appreciation activities and a referral bonus program. Join our dynamic team and find out why our employees voted us the "Best Call Centers to Work For" from 2018-2024!
JOB SUMMARY
The Insurance Verification Specialist is responsible for verifying patient insurance coverage and ensuring the accuracy of insurance information. This role requires attention to detail, strong communication skills, and the ability to interact effectively with insurance companies, patients, and healthcare providers.
QUALIFICATIONS
High school diploma or equivalent; associate's degree or relevant certification preferred.
Minimum of 2 years of experience in medical insurance verification or a related field.
Knowledge of insurance plans, policies, and procedures.
Proficiency in using EHR systems and insurance verification software.
Proficiency in Epic hospital and physician Billing system
Proficiency in Zoom and other virtual meeting platforms
Strong organizational and multitasking skills.
Excellent verbal and written communication skills.
Ability to work independently and as part of a team.
Detail-oriented with a high level of accuracy.
Do you have a desire to help others and make a difference in the community? Are you a team player? Do you have professional communication skills? Can you provide great customer service over the phone? Are you an empathetic active listener? Do you have a positive can-do attitude? If so, you may be perfect for this position!
ARE YOU READY TO JOIN OUR TEAM?
If you feel you would be right for this position, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you!
Call Center Member Services Specialist - East Lansing
East Lansing, MI jobs
The Call Center Member Service Specialist (CCMSS) role is responsible for providing a positive member experience that leads to increased member engagement and satisfaction with the Credit Union. The position is responsible for assisting members in a friendly and professional manner. The CCMSS position will introduce new products and services while simultaneously completing requests over the phone. CCMSS do this with accuracy and efficiency within a fast-paced environment that elevates the member's financial wellbeing. CCMSS are responsible for problem solving to find the optimal solution for the membership and mitigating risk to the member and Credit Union. CCMSS are expected to exhibit resiliency in an ever-changing environment.
A Day in the Life:
The Call Center Member Service Specialist (CCMS) provides a comprehensive member experience by working with members, primarily over the phone to review their overall financial situation and make product or service recommendations. To be successful in this position we ask that you work with sound judgment, professionalism, integrity, accuracy, and expediency in assisting our members. You will also seek opportunities to promote credit union products and services by identifying member needs and communicating opportunities that may most benefit them. The position requires the ability to achieve identified sales goals. CCMSS need to be available during the span of credit union hours of operation including opening, closing, and holiday Call Center hours. Hours could change based on business need.
Schedule:
* This position requires working a standard 40 hour week during Call Center hours of operations
* Monday-Friday 7:00am-9:00pm
* Saturdays 9:00am-5:00pm
* Schedule remains flexible, but consistent and stable. Most days are worked during normal operating hours (8:30am-6:00pm) with one required evening shift per week.
* Employees work every third Saturday and receive a consistent day off during the week to offset their hours.
* Scheduled hours could change based on business need and future department growth.
Pay & Benefits:
* This position starts at $18.00/hour
* 100% Company-Paid Health, Dental, Vision, Life, and Long-Term Disability Premiums
* Up to 26 days of PTO within your first year, as well as Volunteer Time Off & 11 Paid Holidays
* 401(k) with a 1:1 Match
* Tuition Reimbursement
* Up to 12 Weeks of Paid Parental Leave
Work Location:
This position is a hybrid role offering the ability to work from home and from our Headquarters 2 building in East Lansing after initial training is complete. Hybrid schedule currently includes at least 1 day onsite per week. The remaining 4 days can be scheduled remote from home or onsite.
An offer of employment with MSU Federal Credit Union and affiliates is contingent upon the agreed work arrangement (hybrid) and work location. MSU Federal Credit Union may or may not be able to accommodate temporary or permanent changes to work arrangements or allow employment outside the city and/or state of residency in which the new hire resides at the time of offered employment.
Essential Duties & Responsibilities:
* Handle inbound and outbound member calls to process member transactions, completing requests with accuracy and sense of urgency
* Mitigate risks to members and credit union by following proper verification prior to completing member transactions; Eliminate risk due to fraud
* Demonstrate proficiency in product knowledge for Credit Union products, services, and fintech partners
* Identify and cross sell products and services, providing financial education that enhances each member's experience including achieving sales goals as identified for position
* Work to meet/exceed Call Center metrics such as calls per hour, time available, schedule adherence, and quality assurance checks.
* Share knowledge, encouraging others to reach sales goals and assist peers with learning new skills
* Handle escalated member interactions by taking ownership with appropriate action to de-escalate and resolve concern
* Follow established processes and guidelines in daily activities, adhering to all applicable laws and regulations, adapting to new information, technology platforms, handling ambiguity and adapting to change
* Leverage appropriate resources, technologies, and processes to enhance the member's experience
* Effectively assist members with blocking and reissuing cards as needed
* Ability to troubleshoot member technical difficulties
* Provide basic loan servicing for the members
* Ability to perform consistently within established performance metrics
* Participate in training activities within the department and with the Learning and Development Department to ensure compliance with Credit Union policies and state and federal regulations and laws
* Follow safety and security procedures regarding emergency situations, third party access to secure areas, and communicate suspicious activity to management
Knowledge, Skills, and Abilities Required:
* High school diploma or equivalent required
* Demonstrate strong listening skills with every situation maintaining composure and professionalism
* Strong sales skills with identifiable results
* Critical thinking and problem solving skills
* Effective written and verbal communication skills
* Skills to assist escalated members, de-escalate and resolve situations
* Demonstrate resiliency in an ever changing environment
* Analytical skills and the ability to work independently
* Interpersonal skills, handling calls under pressure while exhibiting empathy
* Computer navigation skills including the ability to work with Microsoft Suite products
* Math and general clerical aptitude
* Ability to multitask and prioritize
* Attention to detail
* Ability to be reliable and available to help the membership during assigned schedule
* Functional knowledge of Credit Union systems, products, services, and procedures
To learn more about additional growth opportunities, visit ***********************
Physical Demands and Work Environment:
* May be required to remain in a stationary position for an extended period.
* Ability to operate standard office technology, equipment, and tools, including many hours of computer and phone usage
* Occasionally needs to move about inside of office area
* Exposure to a potentially hazardous condition, i.e., robbery. Receives detailed instructions/procedures to maintain and minimize the exposure
* This position is able to work in hybrid or onsite working arrangements.
Disclaimer:
* Please note this job description is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and MSU Federal Credit Union reserves the right to change this position description and/or assign tasks for the employee to perform, as MSUFCU may deem appropriate.
* MSUFCU is an affirmative-action, equal-opportunity employer.
* To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.
Contact Center Advisor
Warren, MI jobs
Join Our Team as a Virtual Member Service Specialist! Location: Warren/Hybrid Remote Job Type: Full-Time
Are you passionate about helping others and love the idea of connecting with people through virtual platforms? Do you have the communication skills to create real impact without ever being face-to-face? If you're a service-minded problem solver who thrives in a fast-paced, digital environment-we want to meet you!
At Community Choice Credit Union , we're looking for a Virtual Member Service Specialist to be the voice of our credit union. You'll be the first point of contact for members reaching out through phone, online chat, and e-channels-ensuring each interaction is meaningful, efficient, and focused on improving their financial lives.
What You'll Do:
Be a trusted advisor-actively listen, uncover needs, and recommend solutions that save members money, make them money, or make banking easier.
Support members through phone, chat, and e-mail-no script reading here! We want you to bring your personality to every conversation.
Open new accounts, process transactions, and assist with loan applications and fraud concerns, all from your virtual desk.
Make outbound calls to help members discover the full range of services available to them.
Maintain high standards of accuracy, security, and professionalism in every interaction.
What You Bring:
1-2 years of experience in a customer service or financial services environment.
A high school diploma or equivalent.
Strong communication skills-especially in a virtual setting.
A knack for multitasking, problem-solving, and remaining calm under pressure.
Confidence using technology and learning new systems.
What Makes This Role Special:
You'll be a key part of our mission to improve lives , one virtual conversation at a time.
Work in a forward-thinking, digitally focused team with growth opportunities.
No in-person transactions-100% virtual service, 100% real impact.
Be empowered to think like a member and take action that makes a difference.
Why You'll Love It Here:
A supportive and united team environment.
Competitive pay and benefits.
Opportunities for career growth in a thriving credit union.
You're not just doing a job-you're building a career while helping others.
Ready to connect, serve, and shine-virtually? Apply today and help us bring exceptional member service into the digital age.
Auto-ApplyDeposit Operations Specialist
East Lansing, MI jobs
The Deposit Operations Specialist provides assistance to both members and employees, through the completion of tasks that include dual verifications, printing requests, fax completion, member shipping, account file maintenance, etc. Employees in this position will assist members and employees with account needs via the telephone, fax, eMessage, video, and mail. They will perform a variety of support functions to create efficiencies, while allowing other employees to assist members with more complex situations. This position requires sound judgement, prioritization, professionalism, empathy, integrity, accuracy, dependability, and expediency in assisting members and employees.
Work Arrangement: This position is a hybrid role with a combination of working both onsite at the Headquarters 2 building in East Lansing and remotely. A schedule of expected onsite and remote work days will be discussed during the interview process.
Schedule: This position requires the ability to work during the Credit Union hours of operation.
An offer of employment with MSU Federal Credit Union and affiliates is contingent upon the agreed work arrangement (onsite/hybrid) and work location. MSU Federal Credit Union may or may not be able to accommodate temporary or permanent changes to work arrangements or allow employment outside the city and/or state of residency in which the new hire resides at the time of offered employment.
Compensation & Benefits:
* Starting at $18/hour dependent on experience
* Health, Dental, Vision, Life, and Long-Term Disability
* 401(k) with a company match
Essential Duties and Responsibilities:
Deposit Operations Specialist:
* Assist members and employees by answering product and service questions relating to shares and account services, and conducting research, when necessary, with support from others, while utilizing appropriate resources
* Perform member shipping for basic member applications
* Assist with escalated member situations and take appropriate action to resolve them with support from others
* Process basic member transactions while reviewing accounts for opportunities to build relationships by offering Credit Union products and services that benefit the members
* Decision and process consumer and specialized account applications with support from others
* Process and create specialized letter requests with support from others
* Manage print queues and process requests to ensure items are mailed to members timely, including signature pages, disclosures, certificates, etc.
* Perform specialized file maintenance
* Sort, distribute, and process department mail, returned mail, and faxes
* Perform dual verification on shared branch increases by calling members to verify them with accuracy, notating account as appropriate, and calling other areas as needed
* Perform call backs to members/potential members as assigned to deliver decisions, ask additional questions or offer additional products and services that would meet their needs
* Conduct outbound calls to onboard new members to the Credit Union; answer member questions in a thorough and professional manner
* Assist with Deposit Operations phone pilots to assist members and employees when volumes warrant the need
* Manage and order necessary supplies for the department
* Assist members with opening, accessing, closing, and changing signers on their Safe Deposit Boxes and completing appropriate paperwork as required, and maintaining the safe deposit systems, while following all established identification, safety and security procedures
* Review and explain Safe Deposit Lease agreement and disclosures, answering clarifying questions with support from others
* Perform other duties and assist other employees, as assigned
Knowledge, Skills, and Abilities Required:
Core Competencies that must be demonstrated by all Credit Union employees include Communicate, Navigate Change & Evolve, Solve Problems & Make Decisions, Plan, Prioritize, and Achieve, and Collaborate. Review the corresponding behaviors here.
Deposit Operations Specialist:
* High school diploma or equivalent required
* Attention to detail with an emphasis on accuracy
* Sales skills
* Critical thinking skills
* Effective written and verbal communication skills
* Math and general clerical aptitude
* Ability to multitask and prioritize
* Ability to be a self-starter and work successfully independently and in a team-oriented environment
* Reliability and dependability
* Conflict resolution skills
* Knowledge of credit reports, identification programs, and information gathering for underwriting consumer accounts
* Knowledge of Credit Union systems, products, services, and procedures
* Ability to work varied hours Monday through Friday and Saturdays
Physical Demands and Work Environment:
* Ability to work the hours the Credit Union operates, including early mornings, evenings, Saturday, and the additional hours necessary to meet responsibilities.
* May be required to remain in a stationary position for an extended period of time.
* Ability to operate standard office technology, equipment and tools, which may include many hours of computer and phone usage.
* Occasionally needs to move about inside of office area
* Exposure to potentially hazardous condition, i.e. robbery. Receives detailed instructions and procedures to be followed to minimize the exposure
* This position is able to work in hybrid or onsite working arrangements
Disclaimer:
* Note this job description is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and MSU Federal Credit Union reserves the right to change this position description and/or assign tasks for the employee to perform, as MSUFCU may deem appropriate.
* MSUFCU is an affirmative-action, equal-opportunity employer.
* To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.
Student Intern/Externship, OGC (9926)
Tampa, FL jobs
Work for Our Water Resources.
Help protect one of Florida's most vital resources - water - with a career at the Southwest Florida Water Management District (District).
The District is a government agency whose mission is to protect water resources, minimize flood risks, and ensure the public's water needs are met. We serve a population of nearly 6 million people in west-central Florida as directed by state law.
Join our Office of General Counsel
Here is your opportunity to work with our Office of General Counsel, gaining hands-on experience in legal research, analysis, writing, advising, advocacy, and litigation.
For helping to maintain our valuable water resources as a student, we offer:
Training and Development: Having a successful career takes more than technical training. The District helps our staff develop additional skill sets, such as emotional intelligence, time management, customer service, conflict resolution, communications and more. As an intern, you are eligible to attend these on-site trainings.
Employee Assistance Program: Provides confidential assistance and support in a wide variety of areas important to an employee's well-being, including but not limited to work and life balance, stress management, coping with family issues, financial advice, legal and workplace problems, addictions, student loan assistance and any other personal issues adversely affecting quality of life.
Wellness Program: Your Health Matters is designed to encourage employees to engage in healthier lifestyle behaviors through the achievement of health and fitness goals. The program includes classes on health and fitness topics, District campus walking routes, a fitness challenge, tobacco-cessation resources, an ergonomics program, discount programs, incentives and other resources. Participation in wellness program activities is voluntary.
Essential Functions
Introductory intern/extern assignments under close, direct supervision including:
Legal Research: Review cases, statutes, rules, and other authorities. Interact with the District's technical staff to gather important facts.
Analysis: Synthesize and analyze facts, cases, statutes, rules, and other authorities into coherent, persuasive legal reasoning.
Writing: Draft legal memoranda, pleadings, motions, discovery, or other documents.
Advising: Discuss your work with our attorneys.
Advocacy: Help advance the District's policies and initiatives.
Litigation: May attend depositions, hearings, trials, or other proceedings.
Working Conditions
Work activity is primarily sedentary with ability to perform continuous repetitive tasks (to include keyboarding) with one or both hands. This position requires the ability to lift and carry objects up to 20 pounds. Must be able to frequently bend and reach above shoulder level. Must be able to operate automotive vehicle for 2 hours or more at a time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work environments vary by assigned business unit.
Required Credentials for Office of General Counsel Student Extern
Bachelor's Degree (or higher)
Currently enrolled in an accredited law school
Maintain a minimum GPA per the requirement for the law school program
Upload Unofficial Transcript to application or profile
Valid driver's license
Application Process
The District will determine eligibility for employment solely from the information provided on a District employment application. All applicants are required to complete, in full, a District employment application. Any application that is not complete will not receive consideration for the position. A resume will not be considered as a substitute for the information requested on the application for purposes of qualification.
Additional Details
This is an unpaid internship/externship. Students seeking academic credit for an externship must coordinate through their participating law school.
This position is typically scheduled to work no more than 25 hours per week, Monday to Friday, between the hours of 8:00 AM and 5:00 PM, out of the Tampa, FL office, as class schedule permits.
Travel Required
Some travel, using District vehicle, within District's coverage area.
Accepting applications until filled
About Us
The District is responsible for managing the water resources for west central Florida which includes approximately 10,000 square miles of territory spanning 16 counties and serving more than 6 million residents. Established in 1961 as a flood-protection agency, our objective is to meet the needs of current and future water users, protect and preserve our water resources, manage the water supply, protect water quality, and preserve water-related functions.
Start and grow your career with the District! The District prides itself on providing a positive work environment that engages and supports our employees through flexible and remote work schedules. We provide and support learning and development for staff at all levels including conferences, association memberships, and formal education. Let us know if you have previous public sector experience that may allow for additional perks! Click on the link to apply.
#WorkForOurWater
Equal Employment Opportunity/Veterans Preference/Drug-Free Workplace/Tobacco Free Campuses.
All applicants shall receive equal consideration and treatment in employment without regard to race, color, religion, ancestry, national origin, age, sex, marital status, familial status, or medical condition. All recruitment, hiring, placements, transfers and promotions will be on the basis of individual skills, knowledge and abilities, and the feasibility of any necessary job accommodation(s).
The Southwest Florida Water Management District (District) does not discriminate on the basis of disability in regard to job application procedures, hiring, and other terms and conditions of employment. It is further the policy of the District to provide reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process. If you require reasonable accommodation in completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to the Human Resources Office Chief, at 2379 Broad St., Brooksville, FL 34604-6899; telephone ************** or ************** (FL only); or email *******************************.â¯If you are hearing or speech impaired, please contact the agency using the Florida Relay Service, ************** (TDD) or ************** (Voice). In the event of a complaint, please follow the grievance procedure located at WaterMatters.org/ADA.
The District participates in E-Verify employment eligibility verification. We will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each new employee's Form I-9 to confirm work authorization.
The District does not sponsor applicants for work visas.
Easy ApplyLead Generation Manager
Tampa, FL jobs
Join Fintech as a Lead Generation Manager!
We are seeking a proactive and results-oriented Lead Generation Manager to join our Sales team. Reporting directly to Sales leadership, this role is responsible for building and managing a steady pipeline of qualified prospects that fuel revenue growth. Unlike marketing-driven lead generation, this position is embedded in Sales, ensuring tight alignment with account executives and sales development representatives.
Key Responsibilities
Pipeline Growth
Develop and execute outbound lead generation strategies to support sales targets.
Identify and prioritize high-value accounts and industries for prospecting.
Prospecting & Qualification
Research potential customers, decision-makers, and buying signals.
Qualify leads based on sales criteria before passing them to account executives.
Sales Alignment
Partner closely with Sales leadership to refine lead qualification standards.
Ensure seamless handoff of leads to sales reps with complete context and insights.
Metrics & Reporting
Track lead conversion rates, pipeline contribution, and ROI of lead generation efforts.
Provide regular reporting to Sales leadership on lead quality and volume.
Team Collaboration
Work with Sales Development Representatives (SDRs) to optimize outreach sequences.
Share insights with Sales on market trends, competitor activity, and prospect feedback.
Qualifications
Bachelor's degree in Business, Sales, or related field (or equivalent experience).
4+ years of experience in sales, business development, or lead generation roles.
Strong knowledge of CRM tools (Salesforce, HubSpot, or similar).
Proven track record of meeting or exceeding lead generation and pipeline targets.
Excellent communication, negotiation, and interpersonal skills.
Analytical mindset with the ability to interpret data and adjust strategies.
Preferred Skills
Experience in B2B sales environments.
Familiarity with account-based selling strategies.
Background in managing SDRs or inside sales teams.
Knowledge of sales enablement tools (Outreach, SalesLoft, LinkedIn Sales Navigator).
Our Benefits
Hybrid/Remote Work
Employer Matched 401K
Company Paid Medical Insurance Option for Employee and Dependent Children
Company Paid Dental Insurance for Employee
Company Paid Vision Insurance for Employee
Company Paid Long and Short-Term Disability
Company Paid Life and AD&D Insurance
18 Paid Vacation Days a Year
Six Paid Holidays
Employee Recognition Programs
Holiday Bonus
Incentive Compensation
Community Outreach Opportunities
Business Casual Dress Code
About Fintech For over 35 years, Fintech LLC has redefined how over 1.1 million B2B relationships buy and sell goods and services in the retail, hospitality, and alcohol industries. This integrated platform centralizes invoice data and payments, POS and delivery data, product and cost compliance, price book management, and industry market data using AI, seamless integration capabilities, and proprietary automation technology. Visit fintech.com.
Fintech is a Drug-Free Workplace. Fintech is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Fintech's management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs and general treatment during employment. We E-Verify.
Loan Processor IV - Mortgage Lending (HYBRID)
Jacksonville, FL jobs
Charlotte, North Carolina, United States of America **Hours:** 40 **Pay Details:** $24 - $33.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Personal & Commercial Banking
**Job Description:**
The Loan Processor IV provides support to the lending areas by reviewing the accuracy of mortgage and consumer loans from conditional approval to closing.
**Please note the locations associated with this posting. Position will be hybrid 4x per week in the near future.**
**Depth & Scope:**
+ Reviews all required documents, such as, borrower documents, D/U & LP findings, title and HOI for submission
+ Orders and follows up on all Third -Party needs. HOI, title, 4506T, payoffs, written verifications, subordinations etc
+ Processes most complex loans such as self-employed income, CEMA, condos and co-ops, Government, Right-Step, Jumbo and Wealth
+ Owns borrower communication on loan file from conditional approval to closing.
+ Reviews all required documents, such as, borrower documents, D/U & LP findings, title and HOI for submission
+ May order or facilitates for ordering responsible for follow up and receipt of HOI, title, 4506T, payoffs, written verifications, subordinations etc
+ Validate all documents required by underwriting are present, accurately indexed and meet the stated underwriter requirements
+ Ensure all data fields required by underwriting are complete
+ Resolve 3rd party conditions on the loan
+ Interact with vendors providing service on the loan transaction, obtain necessary documentation including Home Owners Insurance providers, Title companies, Home Owners Associations
+ Ensure all services required for the loan transaction are ordered timely
+ Document all interactions on the loan transaction
+ May assist in training other Loan Processors
+ Expert system, industry and process knowledge
+ May coach and mento junior processors
+ May assist junior processors in processing loans
+ May pre-underwrite files
+ May function as manager delegate in certain circumstances
+ May serve as a subject matter expert for special projects
**Education & Experience:**
+ High school diploma or GED
+ 5 plus years loan documentation experience
+ Demonstrated knowledge of Bank loan products and policies
+ Demonstrated knowledge of lending software
+ detail-oriented with the ability to multitask
+ Ability to handle heavy workload and meet stringent deadlines
+ Outstanding oral and written communication skills, with ability to interact effectively with all customers, both internal and external
+ Solid knowledge and understanding of states regulations
+ Proficient PC skills
**Preferred Qualifications:**
+ 3-5 years loan processing experience
+ Experience processing Government loans, FHA, VA and USDA
+ Prior experience with Encompass
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Leadership Development in Sales
Jacksonville, FL jobs
Entry Level Leadership and Sales Professional
Company: Fisher Organization Employment Type: Full-Time | Entry-Level | Performance-Based Compensation: $60,000-$100,000+ potential in your first year
Build a Career Where Performance Drives Advancement
The Fisher Organization is actively seeking ambitious, self-driven individuals to join our Sales & Leadership Development track. This is a performance-based opportunity with a clear path to leadership-ideal for those looking to grow quickly based on effort and results, not tenure.
We proudly represent the American Income Division of Globe Life, one of the most respected providers of supplemental benefits in North America. Through exclusive partnerships with unions, credit associations, and affinity groups, we deliver no-cost and optional benefits to working families who have specifically requested coverage.
As a regional leader based in New England, the Fisher Organization is committed to high standards of service, mentorship, and career development. Our mission is simple: protect families and build futures-for clients and team members alike.
Position Overview
As a Leader in Sales, you'll begin by delivering requested benefit consultations to families. With daily support, proven systems, and performance coaching, you'll build momentum quickly. High performers will have the opportunity to move into leadership roles within 60-90 days.
Key Responsibilities
Engage with warm leads-individuals who have requested information-to schedule and conduct virtual consultations
Deliver professional, needs-based presentations to help clients understand their benefit options
Manage a consistent schedule of appointments, follow-ups, and client communication
Apply proven systems and training to guide client conversations and drive results
Maintain a high level of professionalism, communication, and client service
Begin developing foundational leadership skills by supporting new team members and contributing to team performance
Collaborate with leadership to meet team goals and implement best practices
Take on additional responsibility and leadership opportunities as performance progresses
Who We're Looking For
Self-motivated individuals with strong communication skills
Professionals who thrive in performance-driven, remote environments
Fast learners who want to advance quickly based on merit
Leaders at heart who take pride in coaching and contributing to a team's success
Prior experience in sales, service, coaching, or leadership is helpful but not required
What We Offer
Uncapped, performance-based income structure
Fast-track promotion opportunities (leadership roles available in as little as 60-90 days)
Personalized coaching and ongoing development
Defined career advancement path toward team or agency management
Incentive-based rewards and national recognition
Remote work flexibility (hybrid optional; not available in NY, MN, or CA)
Take Control of Your Career
If you're ready to build a future based on your performance, growth, and leadership potential, we invite you to apply. Join the Fisher Organization-where your results are rewarded, your leadership is developed, and your potential is unlimited.
Auto-ApplyApplication Development Manager - Salesforce
Tampa, FL jobs
It's an exciting time to join Fisher Investments; we're investing in the future of our firm's technology and information security. Our business is growing internationally, which emphasizes the need to build an unparalleled team that promotes future global growth through strategic solutions and progress. We are looking to hire Application Development Manager for our PMG Technology group.
The Opportunity:
The Application Development Manager will lead designing, developing and implementing an application and business architecture blueprint; as well as provide guidance with aligning business processes, information management, applications and technical architectures to support the business strategy. You will be responsible for hiring, terminating, and performance reviews of personnel. You will report to the Vice President (VP) of PMG Technology.
The Day-to-Day:
Manage the application development team to insure quality and deliverables
Support implementation of talent management processes for the application development team
Develop a team structure that aligns skills sets of the development team against business deliverables
Engage with business and IT initiatives to help ensure development is aligned with business goals
Lead business process and information architecture design activities
Propose informed ideas on technology strategy and direction
Contribute to and help coordinate the efforts of the Technology Team around associated technologies in portfolio of team
Define and coordinate the activities of various architecture working groups
Work with technology leaders to decide technology direction, set goals consistent with the strategy, and communicate progress
Develop and deliver communications on the Architecture program to business sponsors, solution developers, and infrastructure engineers
Coordinate specific line of business architecture efforts with those of the overall Enterprise (corporation)
Work with the VP and other Team Leaders to develop and manage architecture processes to establish sound architectural practices in all phases of the solution development lifecycle
Recommend to the VP the appropriate information and application architecture approach for distributed component services and information flow
Develop and proactively manage the portfolio of application and technology programs associated with overall Firm goals
Your Qualifications:
10+ years industry experience with focus on technology architectures
Strong experience in Salesforce or CRM Technologies, or other related Platforms
Experience with CRM integrations, cloud technologies, and DevOps.
Broad technology experience throughout systems development lifecycle, and various areas of technology architecture (infrastructure, application architecture, data architecture, integration)
Experience with software application architectures and infrastructure technologies
Must have strong customer interface skills and experience managing development teams to achieve tight time frames and on budget
Experience with commercial software product development
Be a coach, building the design and development skills of other team members.
Experience with processes and technologies used in the securities industry, investment management and wealth management industry
Experience in business process modeling and information architecture design
Bachelor's degree from a four-year college or university or equivalent experience
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Auto-ApplyUniversal Banker I
Oakland Park, FL jobs
Universal Banker I
United Community is seeking a highly skilled Universal Banker I. As a Universal Banker, you will have the opportunity to deliver excellent experiences for customers and prospects. In addition to assisting with everyday transactions, you will support customers with their financial wellness by having needs-based conversations, identifying appropriate solutions.
What You'll Do:
Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions and appointment setting.
Maintain a comprehensive understanding of retail banking products and services.
Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers' needs, while considering their unique perspectives and priorities.
Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions.
Identify opportunities and make referrals cross-sell banking products and services, to other areas of the bank.
Educate customers on options for managing transactions using technology and all other tools and resources available.
Apply product and service knowledge to effectively solve customer problems.
Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality.
Ensure adherence to banking regulations and internal policies.
Requirements for Success:
1+ years of previous banking, cash handling or retail experience.
Demonstrated analytical, accuracy, and problem-solving skills.
Strong verbal and written interpersonal communication skills.
Conditions of Employment:
Must be able to pass a criminal background & credit check
This is a full-time, non-remote position
FLSA Status
Non-exempt
Ready to take your career to the next level? Apply now and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Auto-ApplyBusiness Transformation Strategist
Tampa, FL jobs
At Grow Financial Federal Credit Union, we believe in service - to our 300,000 members, 600 team members and local communities. We're not just your average bank. We're a credit union, owned by our members and dedicated to serving people, not profit. We know that happy, engaged people provide the best service, so we live by our mantra: Be Bold. Be Great. Have Fun. Consistently named a Top Workplace by the Tampa Bay Times among multiple national awards we strive to develop a diverse, collaborative culture where you can grow personally and professionally.
Our “work from where you do your best work” strategy provides flexibility to our team members - who currently reside across the U.S. - with a variety of remote, hybrid and in-person roles. We enjoy plenty of opportunities to stay connected through video collaboration, digital tools, community service initiatives and numerous activities. Whether you thrive in a remote setting, prefer the energy of in-person collaboration or seek a balance between the two, you'll find your fit here. Join us as we seek to make things grow - people, communities, money and dreams.
Grow Financial is headquartered in Tampa, FL. For remote roles, candidates must be located in the following states:
AL, AZ, AR, DE, FL, GA, ID, IN, IA, KS, KY, LA, MS, MO, MT, NE, NH, NC, ND, OH, OK, PA, SC, SD, TN, TX, UT, VA, WV, WI, WY.
Some of our Benefits/Perks:
Remote/Work From Home Available
Medical/Dental/Vision Insurance
Employee discount on loans Team members qualify for a discount on consumer loans.
Professional Development Reimbursement of up to $5,250 per year for full-time team members.
Paid Time Off 15 days/year & over 10 Paid Holidays
Paid Volunteer Days Grow provides two bi-annual paid volunteer days to all team members.
Retirement Benefits (401K) Grow matches up to 8% for team members.
Growth Potential In-house training department dedicated to helping our team members reach their maximum potential.
Responsibilities
This is an exciting opportunity for people who love data and process to join our Credit Union as we continue on our transformation journey. We are looking for a Business Transformation Strategist to support our people, product and process verticals.
The Business Transformation Strategist plans, executes, leads and oversees cross functional end-to-end delivery of process improvement and transformation initiatives throughout the lifecycle of largescale, highly complex projects or programs to enhance process capability. The Business Transformation Strategist provides advisory support, direction and guidance to assigned resources, stakeholders and executives of the projects and/or program as well as educates and creates awareness of Process Improvement / Transformation methodologies across the Credit Union.
Qualifications
REQUIRED SKILLS/EXPERIENCE:
Bachelor's degree from an accredited university in business, engineering or related required.
Minimum 5 years' related process improvement experience required.
Lean Six Sigma Black Belt Certification required.
Demonstrated experience with tools and methodologies including DMAIC, Lean, Kaizen, and DFSS.
Technical skills to include data visualization in Power BI or Tableau required.
Financial acumen: Ability to link process performance with clear financial impact for both current and improved state using metrics and data.
PHYSICAL DEMANDS
Must be able to sit for extended periods of time.
Must be able to read, write, speak and type English.
Must be able to hear and use a telephone.
Use of computer requires repetitive keystrokes.
WORK ENVIRONMENT
Traditional office setting. Remote work available.
Sedentary role
Apply online toady!
An Equal Opportunity Employer Minorities/Females/Veteran/Disabled
#LI-Remote
Auto-ApplyInvestment Consultant
Lansing, MI jobs
*INVESTMENT CONSULTANT - Remote based in TX* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management.
WHAT WILL YOU DO?
* Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RBC Rochdale.
* Ensure that Independent Financial Advisors are kept abreast of firm and industry developments.
* Ensure that the transition from the sales process to portfolio management is smooth and accurate.
* Facilitate the new accounts and account transfer process.
* Handle Independent Financial Advisor and client communication.
* Prepare client presentations.
* Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications.
* Facilitate and conduct individual meetings and presentations in assigned territory.
* Generate new assets to the firm using a highly professional consultative sales approach.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree
* Minimum 5 years of financial experience preferably in Investment Management
* 2 years of experience in the High Net Worth or Ultra High Net Market markets
* 2 + years delivering formal client presentations
* FINRA Series 7 and 63 or 66 licenses
* Ability to travel 40-50% of the time
*Additional Qualifications*
* CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)
* Highly competitive and goal-oriented
* A focus on sales and new business development
* Masters Degree preferred
* Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
* Experience in the High Net Worth or Ultra High Net Market markets
* Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues.
* Prior success in the HNW or UHNW market
* Excellent communication skills
* Self-motivated and self-disciplined
* Strategic thinker, able to assess and recommend a course of action
* Highest level of both personal and professional demeanor and ethical behavior
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $101,231 - $172,355 per year. 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.
\#LI-DN1
\#CA-DN1
Remote Commercial Collections LARGE BALANCE
Tampa, FL jobs
Greenberg, Grant & Richards, Inc. is an accounts receivable and commercial collection firm and the leader in our industry! We have 7 offices around the US and we collect over 100 Million annually. Recession Proof Industry, our top collectors make over 100K a year. We are Accredited and Honored by the BBB with an A+ rating.
We are growing and would like to speak with you today if you are a Commercial Collector or have experience in the collections industry and are ready to start a new adventure.
Since 1993, we have developed a strong reputation for delivering results and superior customer service. We attract and hire top talent across the nation to be a part of our team and we would like to speak with you about joining the GGR Family. If you love to make money and strive to be successful, energetic and goal-oriented there is a position for you on our Collections team.
Why Choose Greenberg, Grant & Richards, Inc.?
We are growing and we want the best of the best to come and grow with us.
75% employer paid Medical, Dental & Vision
Great Work Location
401K
Paid Life Insurance
Vacation/PTO
No nights and weekends
Off early on Friday's
Weekly Meetings and Coaching
Weekly Contests
Responsibilities:
Understands and applies the terms of clients contracts
Notate and pursue successful resolution of defaults
Contact business owners by phone and email to resolve delinquency issues
Communicate and build trust to overcome objections and resolve the debt
Advise business owners of potential actions surrounding defaults
Ensure compliance with all laws associated with recovery
Meet daily call expectations of 100+ with accounts worked
Call debtors to secure payments on past-due accounts
Knowledge of skip tracing and asset searches preferred
Successfully manages a queue of 200+
Must have the ability to exceed daily, weekly, and monthly expectations consistently
Must follow established policies & procedures
Must take direction well and be self-motivated
Other duties as assigned
Qualifications:
High School Diploma or Equivalent (G.E.D.)
2 years of collection experience preferred
Excellent telephone and customer service skills
Working knowledge of Microsoft Office programs including Outlook, Word and Excel.
This is a remote opportunity
Greenberg, Grant & Richards, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
About Greenberg, Grant & Richards, Inc.:
Greenberg, Grant & Richards, Inc. is an accounts receivable and commercial collection firm and the leader in our industry! We have offices in Austin, Houston, Denver, and Tampa. We have been an industry leader for over 30 years and set the bar for collecting other companies commercial accounts receivable issues. Our focus is solely business to business. Looking at our next 30 years we are focusing on expansion and bringing on board the next generation of employees. We currently have over 10,000 active clients and we collect over 100 million dollars a year for our clients. If you are looking to get into a “Recession and Pandemic Proof Industry”, this is the place for you! Once you get in, you'll never leave.
If you are in car sales, you only get your customer back every 3-5 years. If you are in home sales, you only get your customer back every 10 years. In commercial collections, once you land a client, your client comes back every month. They place accounts every day and they are never taken from you. That is the key to sales, getting repeat business and continuously growing your file year over year. Many clients have been with us over 20 years. We have developed a strong reputation for delivering results and superior customer service. We attract and hire top talent across the nation to be a part of our team and we would like to speak with you about joining the GGR Family. We attract and hire the top talent across the nation to be a part of our team.
Why Choose Greenberg, Grant & Richards, Inc.?
We are growing and we want the best of the best to come and grow with us.
75% employer paid Medical, Dental & Vision
Great Work Location
401K
Paid Life Insurance
Paid Time Off
No nights and weekends
Off early on Friday
Flex Time / PTO
Employee Driven Culture
Salary Description $36,000 to $100,000 per year (plus commission
Remote Mortgage Underwriter (DE/VA both designations required)
Tampa, FL jobs
An established mortgage banker is seeking an experienced DE/VA Mortgage Underwriter to join its team. Please note both designations are required for consideration.
We're looking for a collaborative underwriter who thrives on engaging with the origination team and is comfortable picking up the phone to ensure clear communication and accurate loan decisions.
Responsibilities
Evaluate mortgage loan applications to ensure compliance with company policies and federal/state regulations
Analyze borrower financials, credit reports, and property appraisals to determine eligibility
Assess risk and provide thorough loan decisions with clear explanations and conditions
Collaborate closely with processors, loan officers, and stakeholders to resolve questions and expedite the process
Stay up-to-date with industry trends, guidelines, and best practices
Qualifications
Active DE and VA underwriting certification required
Must have used DE and VA designation within the last 11 months
Minimum 5 years of residential mortgage underwriting experience
Proven history of longevity in prior roles (average tenure, no frequent job changes)
Strong understanding of FHA, VA, Conventional, Non-QM, and Jumbo products
Experience with Encompass strongly preferred
Excellent analytical, organizational, and problem-solving skills
Strong communication skills and ability to collaborate effectively in a team environment
Compensation & Benefits
Salary: $85,000 - $100,000 per year
Full benefits package including:
Medical, Dental, Vision, Life Insurance
401(k) with employer contribution
Paid vacation and sick time
Please note that National Mortgage Staffing does not determine the salary, requirements, or qualifications for this role. We are contractually required to follow the criteria set forth by our clients.
Thank you for your interest!
If your background aligns with our clients needs, one of our Recruiters will reach out. Please Check your spam folder and voicemail for messages from our recruiters.
Unfortunately due to high volumes of applicants, we may not be able to respond to those who are not a fit. If you do not hear from us regarding this application, please know we do appreciate your interest and encourage you to continue to keep an eye on our website for new opportunities.
Fraud Investigator
Jacksonville, FL jobs
Job Description
Nymbus (******************** is a high growth fintech company that enables financial institutions to transform their capabilities and drive value in today's digital finance world.
At Nymbus, we believe when you set off on the path to innovation you should feel excitement and confidence, not fear and dread. With Nymbus we are bringing delight back into the banking process. We want our partners to be thrilled about the possibilities we are creating together and the lasting impact our collaboration will bring to the industry and consumers.
The journey to growth begins with doing something different. And that journey starts with the great people that make Nymbus. Thank you for considering and entrusting Nymbus to be the catalyst that helps take your career through your next chapter.
WORK ENVIRONMENT:
We are a remote first company. This role, as most of our positions, is remote. You may be required at times to visit client sites or attend meetings at designated locations.
POSITION SUMMARY:
The Fraud Investigator plays a critical role in protecting the financial assets, operational integrity, and reputation of Nymbus clients by leading advanced investigations into complex and high-impact fraud cases across multiple payment channels and products. This role involves the proactive identification of suspicious patterns and anomalies through the review of transactional data, case alerts, and non-alert-based referrals from both internal and external sources.
The Investigator will perform in-depth case analysis, connect cross-channel and cross-client fraud activity, and determine the root cause of fraudulent behavior. They will work directly with clients to present investigative findings, provide recommendations for risk mitigation, and ensure timely resolution of escalated cases. This includes preparing comprehensive reports, tracking key trends, and recommending targeted process enhancements.
Collaboration is essential, as the Fraud Investigator partners closely with internal operations teams, external client contacts, and third-party fraud detection platforms to resolve cases efficiently and in compliance with regulatory standards. The role also involves drafting and maintaining investigative procedures, mentoring Fraud Analysts, and contributing to the development of enterprise-wide fraud prevention strategies.
The ideal candidate will have proven expertise in fraud investigation, strong pattern-recognition skills, deep knowledge of financial regulations, and the ability to work effectively under pressure in a high-volume, deadline-driven environment.
ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES:
Include, but are not limited to:
Lead end-to-end investigations into complex and high-impact fraud cases, ensuring timely and thorough resolution.
Analyze transactional data across multiple sources to identify patterns, trends, and emerging fraud typologies.
Develop and maintain detailed fraud reports for clients, highlighting findings, trends, and recommended actions.
Collaborate with internal operational and support teams to ensure accurate documentation, escalation, and resolution of fraud incidents.
Work with clients to provide investigative updates, final case reports, and recommended preventive measures.
Conduct in-depth reviews of customer claims involving Debit card, Credit card, ACH, P2P, Bill Payments, and other payment channels, with a focus on complex and recurring cases.
Identify gaps and recommend procedural enhancements to strengthen fraud prevention measures.
Draft, update, and maintain fraud investigation procedures and best practices documentation.
Serve as a subject matter expert for escalated fraud inquiries from Fraud Analysts and other team members.
Track and report investigation metrics for client review.
Stay current on industry fraud trends, regulatory changes, and compliance requirements to ensure investigative processes remain effective.
Provide training and mentorship to Fraud Analysts on investigative techniques and case handling.
QUALIFICATIONS:
Associates degree in Business, Criminal Justice, Finance, or a related field preferred.
Minimum 5 years of experience in fraud investigation or advanced fraud analysis, preferably in a financial institution or fintech environment.
Proven track record managing complex investigations from initiation to resolution.
Strong understanding of fraud detection tools and platforms (e.g., Verafin, DataVisor) and the ability to leverage multiple systems for analysis.
Fraud certification (CFE, CFCI, or equivalent) strongly preferred.
Expertise in identifying patterns, connecting data points, and recognizing emerging fraud trends.
Strong understanding of banking operations, payment systems, and relevant regulations.
Exceptional written and verbal communication skills, including the ability to prepare and deliver investigation reports to diverse audiences.
Proven analytical, research, and problem-solving skills, with a detail-oriented mindset.
Ability to work independently on complex assignments while collaborating effectively with cross-functional teams.
Proficient in Microsoft Office and Google applications, with strong Excel and data analysis skills.
Comfortable navigating multiple systems and applications in a fast-paced, deadline-driven environment.
HOURS:
Monday - Friday, 8:00 AM - 5:00 PM EST
Rotating weekend coverage as scheduled
Occasional flexibility may be required for urgent investigations or client needs.
SALARY & BENEFITS:
$65,000 - $75,000 Annual Salary
Annual Cash Bonus and Equity Options commensurate with the role level and experience
100% Fully Remote
Robust 401(k) plan with company match
Insurance - Health, Dental and Vision (Nymbus covers 100% of the Healthcare and Basic Dental premiums)
Flexible Paid Time Off
Ready to join? We invite you to watch this video and learn who we are and how we build and innovates together!
Let's Go!
Insurance Underwriter (commercial lines)
Oakland Park, FL jobs
Job DescriptionINSURANCE UNDERWRITER (commercial auto - remote) ARC Group seeks a Commercial Insurance Underwriter to join our direct in their Ft. Lauderdale, FL offices. There is a preference for Underwriters in FL but those from surrounding gulf and eastern seaboard states will be considered for remote work.
The Commercial Insurance Underwriter will report to the Underwriting Operations Manager and be responsible for examining new business submissions for eligibility, carefully evaluating each application for coverage in order to determine if the risk is acceptable.
The Underwriter will verify if additional information is needed prior to making a decision to offer a proposal; should be able to confidently suggest if an account would need to be declined following established Underwriting Guidelines, appropriate joint review / consultation with Underwriting Operations Manager.
Thiis is a fantastic opportunity to get onboard an established and well-respected organization that values its employees. Our client offers a competitive compensation package, health insurance, retirement plans, and the opportunity to make a profound impact on our client insurance underwriting team.
Commercial Insurance Underwriter Responsibilities:
Reviewing of initial information provided by prospective insured / agents.
Quote preparation, including continuous communication with prospective insured / agent until policy binds / it is decided it will not move forward.
Pricing / rating of new submissions following established guidelines and parameters / discussion with Underwriting Operations Manager.
Maintaining and building relationships with insureds and agents.
Providing customer service.
Contributing to achieving and maintaining production goals.
Monitoring and facilitating Underwriting Assistants duties, particularly aiding with specific endorsement requests that might require expert review / opinion, bind requests review for accuracy, etc.
Monitoring and facilitating Renewal Underwriters duties, including but not limited to renewal evaluations, renewal revisions, review and processing of bind requests, when necessary, etc.
Assisting in a variety of administrative tasks.
Commercial Insurance Underwriter Requirements:
Must have 3-5 years of commercial insurance underwriting experience, outstanding customer service and communication skills (verbal and written), and attention to detail.
A college degree is preferred but not required
Would you like to know more about our new opportunity? You can apply online while viewing all open jobs at *******************
ARC Group is a Forbes-ranked a top 20 recruiting and executive search firm working with clients nationwide to recruit the highest quality technical resources. We have achieved this by understanding both our candidate's and client's needs and goals and serving both with integrity and a shared desire to succeed.
ARC Group is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.
We are a no-fee agency to candidates.