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Service Representative jobs at Dream Finders Homes - 430 jobs

  • Customer Services Specialist

    Savills North America 4.6company rating

    Miami, FL jobs

    ABOUT THE ROLE The Client Services Specialist will support a top-producing four-person leasing team in Miami, led by the Vice Chairman and Co-Head of Florida for the Miami Office. This person will play a central role in keeping the team organized and efficient, helping manage projects, client deliverables, and daily operations. The ideal candidate is a fast learner who thrives in a busy environment, takes initiative, and helps the team stay on track across all active assignments. KEY RESPONSIBILITIES Marketing Coordination Lead all aspects of the team's marketing efforts, from concept through execution, for property campaigns, client presentations, and new business pursuits. Lead Social Media Management efforts such as LinkedIn a plus Develop, proof, and produce marketing materials including proposals, pitch decks, offering memorandums, and brochures that align with Savills' brand standards. Use Salesforce, LinkedIn, CoStar, and Exact Target to support prospecting, marketing outreach, and engagement tracking. Coordinate photography, floor plans, and other creative assets with vendors and internal teams. Maintain and organize the team's contact database while improving marketing processes for better efficiency and results. Financial Support Handle billing, invoicing, and expense reports for the team. Update and maintain stacking plans and other financial tracking tools in Excel. Administrative Support Greet and assist guests; answer and route incoming calls. Manage incoming and outgoing mail and packages. Keep Salesforce and other CRM databases accurate and up to date. Schedule meetings, conference calls, and team activities. Set up conference rooms and prepare materials for client meetings. Client Interface Help prepare materials and presentations for client meetings. Participate in client pitches as needed. Coordinate communication and logistics between the team and clients. Process Management Work closely with the team to manage all active projects and client assignments from start to finish. Keep track of deliverables, deadlines, and follow-ups to ensure nothing falls through the cracks. Anticipate next steps and help keep the team organized and accountable. Serve as the central point of coordination for ongoing projects and team priorities. Partner with other Client Services Specialists and Operations staff on office-wide initiatives. Qualifications Bachelor's degree preferred (Business, Marketing, Communications, Real Estate, Finance, or related field). Professional, proactive, and able to work both independently and as part of a team. Minimum of 3+ years of experience in marketing, administration, or commercial real estate preferred. Engagement and interaction with support of upper management is important. Strong skills in Microsoft Office (Namely: Excel, PowerPoint, Word) and Salesforce. Familiarity with Adobe InDesign, CRM, and email marketing tools such as SalesForce a plus. Excellent written and verbal communication skills. Strong organizational skills, attention to detail, and the ability to handle multiple priorities. WHY JOIN US? Join one of Miami's most established office leasing teams at Savills. This position offers exposure to all sides of the business-marketing, financial analysis, and client strategy-and is a great opportunity for someone looking to build a long-term career in commercial real estate. Savills values a diverse work environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteran status, or any other protected characteristic. Savills participates in the E-Verify program.
    $27k-36k yearly est. 22h ago
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  • Customer Experience Representative

    Long & Foster Real Estate 4.3company rating

    Fredericksburg, VA jobs

    Customer Experience Team Member At HomeServices Property Management we provide excellent customer service with our one call resolution model. Reporting to the Manager of Customer Experience, this role supports the organization by providing support to our agents, landlords, tenants and vendors. Duties include responding to inquiries regarding owner statements, tenant ledgers, property account history and expenses. In addition, the Customer Experience Team Member is responsible for handling maintenance requests by reviewing, assessing and dispatching vendors as needed. A high level of customer engagement, advanced communication skills and the ability to deliver excellent customer service is a requirement as well as prioritizing tasks and responsibilities. Team members are part of a regional operations team and handle requests by phone, email and text and are responsible for thoroughly documenting and communicating all requests with landlords, tenants, vendors and property management staff. ESSENTIAL DUTIES AND RESPONSIBILITIES The Customer Experience Team Member needs to demonstrate the following: * Collaborate with other departments, such as accounting and field staff, to ensure smooth coordination and resolution of customer inquiries * Handle client inquiries professionally and ensure outstanding customer service is provided * Resolve tenant and landlord problems by identifying the customer's needs, determining the cause, determining and explaining the best solution, expediting the correction or adjustment, and following up to ensure resolution * Understand how to interpret landlord, tenant, and vendor financial statements * Prioritize and monitor all work order requests received and communicate with landlords, tenants, vendors and property management staff * Stay up to date with industry trends and guidelines in the property management sector, and share this knowledge with the HSPM staff to stay ahead of the curve * Develop and maintain excellent relationships with prospective and existing clients * Successfully navigate through extremely sophisticated operational issues * Effectively manage high volume of incoming calls in a call center environment following communications guidelines, policies and property management processes * Contribute to team effort by accomplishing related and individual results * Process incoming property management field office mail, utility bills, HOA and condo association management documents, real estate tax bills, insurance bills, renewals and cancellations Performance Expectations * Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management. * Perform responsibilities as directed, achieving desired results within expected time frames and with a high degree of quality and professionalism. * Establish and maintain positive and productive work relationships with all staff, customers, and business partners. * Demonstrate the behavioral and technical competencies necessary to effectively complete job responsibilities. Take personal initiative for technical and professional development. * Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. * High school diploma, some college or equivalent experience * Proven customer support call center experience * Ability to effectively resolve conflicts * Proficient computer skills in Microsoft Office, including Outlook, Excel, Word, and PowerPoint * Knowledge of AppFolio preferred * Ability to multi-task and possess time management skills with a focus on deadlines are a must * Excellent interpersonal, customer service, written and verbal communication skills * Maintain regular and punctual attendance * Knowledge of contracting, property maintenance, handyman or specific trades terminology preferred We offer a full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP) Equal Opportunity Employer
    $22k-43k yearly est. 60d+ ago
  • Client Experience Specialist (100%Remote - Chicago Area Preferred)

    Win Home Inspection 4.0company rating

    Chicago, IL jobs

    Job Description for Client Experience Specialist (100% Remote - Chicago Area Preferred): 👉 Do you thrive on creating positive experiences and solving problems for others? We're hiring a Client Experience Coordinator to support our franchise owners by building strong relationships, coordinating with internal teams, and helping deliver solutions that make an impact. About the Role We're looking for a Client Experience Specialist who enjoys variety, thrives in a collaborative environment, and takes pride in helping others succeed 🌟. In this role, you'll build trusted relationships with our franchise owners while also working closely with colleagues across marketing, training, and operations. Some days you'll be connecting with franchise owners, understanding their needs, and coordinating support. Other days you'll be reviewing a marketing initiative for relevance, helping organize a training session, or assisting with an operational rollout. You'll never be expected to know it all, you'll always have expert teammates to lean on, but over time, you'll grow your expertise so you can guide franchisees directly with confidence. This role is ideal for someone with excellent people skills, strong organizational instincts, and the ability to juggle multiple priorities while keeping a positive, solutions-oriented mindset. What You'll Do: Serve as a trusted point of contact for franchise owners, building strong relationships Champion and coordinate requests with internal marketing, training, and operations teams Provide responsive, empathetic support and follow-through on client needs Contribute to projects such as training programs, marketing reviews, and process improvements Deepen your knowledge of our systems and processes to provide more direct guidance over time What We're Looking For: Friendly and empathetic with strong people and communication skills Natural leader with a drive to grow professionally and personally Quick learner, organized, and persistent in getting things done 3+ years of Experience collaborating with cross-functional teams (marketing, training, or operations) Why WIN 100% remote role (Chicago-area candidates preferred) Collaborative, inclusive culture built on respect and growth Health, dental, vision insurance + PTO + 401(k) match Career development and advancement opportunities A team that values working hard, having fun, and celebrating success together
    $61k-109k yearly est. Auto-Apply 57d ago
  • Call Center Representative

    Opus Global 4.6company rating

    Shrewsbury, MA jobs

    Schedule: Part-time 20-25 hours a week during business hours (between 8a-6p Mon-Fri) Rate: $18.50 This position provides support for motorists seeking information regarding the Massachusetts Motor Vehicle Safety & Emissions Inspection Program, (Massachusetts Vehicle Check Program). This position also provides telephone support for inspection station personnel about processes, procedures and basic equipment troubleshooting. Working remote is conditional upon performance and company needs. DUTIES AND RESPONSIBILITIES: * Professionally respond to telephone inquiries from motorists relating to program rules and requirements, procedures, test results, and station locations.This includes: * Entering each call received into tracking system. * Resolving issues, independently and effectively. * Identifying when an escalation to management will result in best overall customer satisfaction for the motorist. * Professionally interact with inspection station personnel, primarily over the phone, with technical, procedural, and process questions and concerns pertaining to the safety and emissions testing program. * Open and dispatch service calls for equipment issues that cannot be resolved over the telephone or live chat. * Generate consumable/heavy wear orders when requested by inspection stations. * Periodically assist with the company's continual improvement and customer satisfaction initiatives, including participation in the company's Quality Management System (QMS). * Other duties as needed to ensure the smooth operation of the program as assigned by management. EDUCATION AND WORK EXPERIENCE: * High School Diploma or equivalent. * Bilingual fluency in Spanish and English a plus. * Two to four (2-4) years working in a Customer Service or Call Center environment. * Experience in successful conflict resolution preferred. * MUST pass an Emission Inspector Certification training class and any additional certification as determined by management. PREFERRED KNOWLEDGE AND SKILLS: * Excellent interpersonal and communication skills with the ability to interface professionally and effectively with co-workers, motorists, State Agencies and inspection station representatives in a variety of situations, including stressful situations. * Strong verbal, written, organizational skills. * Strong teamwork orientation. * Ability to work in a fast paced environment. * Competency with Microsoft Office programs, including basic data entry skills. * Must be able to work at least 2 Saturdays per month.
    $18.5 hourly 51d ago
  • Consult, Customer Success

    Re/Max 4.2company rating

    Denver, CO jobs

    This role will be instrumental in acting as the primary liaison between the franchisee and Corporate while providing comprehensive consulting services. This position will focus on influencing and motivating franchisees to meet and exceed growth standards through recruiting and retention. Additionally, this role will participate in the overall success of a client portfolio consisting of brokers/owners located in a designated area. Essential Functions: • Creates and nurtures relationships with Customers and other strategic partners using industry knowledge, communication, and relationship development skills to advance business opportunities. • Serves as an accountability partner to conduct business reviews and analysis with franchisees to align their goals with the Company's, as well as provide candid conversations regarding the franchisee's state of business. • Coaches franchisees and provides skilled knowledge toward growing a thriving company through recruitment, development, and retention. • Assists with the facilitation of training and events including giving presentations to large groups virtually and in-person. • Other Duties as assigned Minimum Qualifications: Education: Bachelor's Degree or Equivalent experience Years of Experience: 3-5 Years Years of Management: No Experience Needed Preferred Licensing, Certifications and Skills: • Experience with Customer Relationship Management Software preferred. • Ability to travel approximately 25% for office visits and events. Standard Knowledge, Skills and Abilities: •Technical/Functional Expertise: Has knowledge of the job, function, department and its impact on customers, continues to learn and grow, stays current on changes in process, policy and function, and fulfills responsibilities of the job •Customer & Relationship Focus: Anticipates and delivers on customer needs, manages internal/external relationships, respectful of team, resolves problems, responds with tact and diplomacy, shares pride of the brand to customers, preserves the culture •Decision Quality: Makes sound decisions quickly, gathers information, considers long-term repercussions of decisions, is accountable for decisions •Drives for Results and Quality: Takes ownership of job assignments and productivity, takes initiative, focuses on the quality and quantity of results, sets priorities and meets deadlines and keeps management apprised of progress Hire Range/Rate: $70,000 - $80,000 Actual compensation offered to candidate will be finalized at offer and may be above or below the posted range due to skill level, experience, industry specific knowledge, education/certifications, or geographic location. The offer rate represents one component of the RE/MAX Holdings total compensation package. Employees will also receive a number of benefits as listed below. Other compensation for this position may include bonus eligibility. Competitive Medical, Dental, and Vision benefits Retirement plans with optimal company match Annual bonus/merit opportunity Educational Assistance Mental Health support program M.O.R.E. Events offered in-person and virtually Mentorship program Employee Resource Groups Community Engagement Diversity, Equity, and Inclusion Parenting Remote Women at RE/MAX RE/MAX, LLC & Motto Mortgage Now is your chance to become part of a world-class, industry leading organization. RE/MAX Holdings, Inc. is a business that builds businesses. We provide the tools, education and tech to our real estate network, which includes RE/MAX and Motto Mortgage franchises, agents, brokers, and consumers. Join us and build a career where your contribution is heard, your innovative ideas are valued, and hard work and collaboration truly makes a difference. Nobody in the world sells more real estate than RE/MAX!* RE/MAX Holdings, Inc. is proudly headquartered in Denver, Colorado. Certain roles may be location specific, however in addition to Colorado, we welcome qualified candidates in the following states: Arkansas, California, Florida, Georgia, Illinois, Massachusetts, Michigan, Ohio, and Texas! RE/MAX Holdings, Inc. is proud to be an equal opportunity employer committed to diversity and inclusion, as well as non-discrimination in employment. All persons shall be afforded equal employment opportunity, and all qualified applicants receive consideration without regard to race, color, religion, gender, sexual orientation, national origin, age, veteran status, disability unrelated to performing the essential task of the job or other legally protected categories. In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. *As measured by transactions sides Application Deadline: January 22, 2025
    $70k-80k yearly 17d ago
  • Reservations Agent - $25/hour

    Salamander Hospitality, LLC 4.1company rating

    Aspen, CO jobs

    ON-PROPERTY RESERVATIONS AGENT - ASPEN, CO The Reservations Agent is responsible for handling all reservation sales, including group reservations, inquiries and cancellations in an attentive, courteous and efficient manner, as well as quoting available rates to maximize room revenue, according to Salamander Hotels and Resorts standards. There is a monthly incentive plan! Education & Experience High School diploma or equivalent required. Experience in a hotel taking reservations is helpful. College course work in related field helpful. Physical Requirements Flexible and long hours sometimes required. Sedentary work. General Requirements Maintain a warm and friendly demeanor at all times. Must be able to effectively communicate both verbally and written, with all level of employees and guests in an attentive, friendly, courteous and service-oriented manner. Must be effective at listening to, understanding, and clarifying concerns raised by employees and guests. Must be able to multitask and prioritize departmental functions to meet deadlines. Approach all encounters with guests and employees in an attentive, friendly, courteous and service-oriented manner. Attend all hotel required meetings and trainings. Maintain regular attendance in compliance with Salamander Hotels & Resorts Standards, as required by scheduling, which will vary according to the needs of the hotel. Maintain high standards of personal appearance and grooming, which includes wearing the proper uniform and nametag. Comply with Salamander Hotels & Resorts Standards and regulations to encourage safe and efficient hotel operations. Maximize efforts towards productivity, identify problem areas and assist in implementing solutions. Must be effective in handling problems, including anticipating, preventing, identifying and solving problems as necessary. Must be able to understand and apply complex information, data, etc. from various sources to meet appropriate objectives. Must be able to cross-train in other hotel related areas. Must be able to maintain confidentiality of information. Must be able to show initiative, including anticipating guest or operational needs. Must have demonstrated ability to use multiple computer programs of varying levels of complexity. Perform other duties as requested by management. Fundamental Requirements Answer all incoming calls promptly, in an attentive, courteous and efficient manner. Answer guest inquiries about hotel services, facilities and hours of operation. Assist with answering hotel's PBX. Book room reservations while focusing on maximizing room revenue and average rate using standard rate quoting scenario at all times. Upsell rooms when possible. Enter reservations into the computer according to standard operating procedures and guidance from Revenue/Reservations Manager, and Group Reservations Supervisor. Communicate and work closely with the Sales Department and Group Reservations Supervisor to build group blocks and enter group bookings and generate group booking links and communications. Maintain availability calendar and communicate all relevant information to the Front Desk staff. Maintain accurate files and reports. Handle all special reservations, to include V.I.P. reservations, packages and discounts. Monitor daily sales activity and alert front office team of sold out nights, group status and possible problem situations. Post no-show revenue daily, if required at property. Be able to perform all duties of Guest Services Agent and assist at front desk as required by Hotel Management. File reservations and group contracts. Review Reservations logbook and Guest Request log on a daily basis. Assist with special projects as directed by Director of Reservations and Revenue Management. Benefits for full-time employees include but are not limited to the following with an employee contribution: Medical, Dental, Vision, Short-term Disability, and Long-term Disability after 90 days of employment. Employer-provided Basic Life Insurance and Basic AD&D are provided after 90 days of employment. 401K eligibility is available to full-time employees after 90 days of employment, part-time employees can qualify to participate in a 401(k) plan after two consecutive years of working at least 500 hours. Currently, 401K Match is $0.50 on the $1.00 of an employee's contribution up to 6%; there is a 5-year vesting period. Applications for all positions are accepted on an ongoing basis. Salamander Collection is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Salamander is a drug-free workplace and participant in E-Verify.
    $28k-34k yearly est. Auto-Apply 26d ago
  • Client Connection Specialist - Real Estate

    Re/Max Pinnacle-Colorado Property Group 4.2company rating

    Durango, CO jobs

    Job Description Love Connecting with People If you are a licensed real estate agent or currently working toward your license and you enjoy meaningful conversations, problem-solving, and helping people move forward, this role could be exactly what you are looking for. At Colorado Property Group of RE MAX Pinnacle, we are hiring a Licensed Client Connection Specialist to join our collaborative and high-performing team. This role centers on connection. You will build trust, follow up with purpose, and guide motivated buyers and sellers toward their next step. All of this happens without spending weekends at open houses or driving from appointment to appointment. You will be part of a team that values teamwork, growth, and shared success. We provide the structure, tools, training, and mentorship needed to thrive in a role where your communication skills truly matter. What We Offer A steady flow of quality leads supported by a proven follow-up system A culture that encourages collaboration and celebrates shared wins Ongoing training, professional coaching, and dedicated mentorship A hybrid schedule with some in-office time required Base pay plus performance bonuses with clear expectations and opportunities for growth If you are ready for a position where every conversation helps someone move closer to their goal and builds momentum for your own success, we invite you to apply. Compensation: $50,000 - $100,000 per year Responsibilities: What You'll Be Doing: Making outbound calls to new leads and past clients Following up consistently with warm prospects Asking the right questions to understand the client's needs and motivation Setting qualified appointments for our field agents Keeping our CRM updated with notes, next steps, and lead statuses Attending regular check-ins and coaching sessions to stay sharp and supported Qualifications: This Might Be a Great Fit If: You have your Colorado real estate license or are willing to obtain one (required) You're confident on the phone and love a good conversation You're motivated by goals but also value teamwork and collaboration You're naturally curious and like getting to the “why” behind a client's move You're organized, detail-oriented, and comfortable using tools like CRMs You want a clear path to grow About Company If you're tired of feeling alone in your real estate business and are ready to embrace a more collaborative, supportive, and growth-focused environment, we invite you to join our dynamic team. Take the leap toward a fulfilling career where your talents are valued and your dreams can become a reality. At our agency, we foster a culture of Contribution, Collaboration, Accountability, and Innovation. We value big-picture thinkers, creative problem-solvers, and career-minded individuals who are self-starters. We understand your frustration and firmly believe in your potential, which is why we provide the direction and support you need to flourish. One of the key advantages of joining our team is having a reputable brand behind you, ignited by the international power that only RE/MAX can bring. We are proud to support our agents and our staff at a bigger level, offering you the recognition and resources to elevate your career.
    $50k-100k yearly 28d ago
  • CRE Client Specialist II

    Truist Financial Corporation 4.5company rating

    Greensboro, NC jobs

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Sales Support 1. Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc. 2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress. 3. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team. Service Support 4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution. 5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc. 6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed. Loan Support 7. Assist bankers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the banker in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions. 8. Assist bankers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the banker. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High School diploma, or equivalent education and related training 2. Five years of related experience, preferably within financial services 3. Two years of experience in a CCS role, or similar 4. Demonstrated ability to identify, analyze and resolve issues independently 5. Advanced knowledge of related systems and processes 6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts 7. Good organizational skills 8. Ability to complete all core courses outlined in the CCS training curriculum 9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc. Preferred Qualifications: 1. Associate's degree in related field 2. Possess working product knowledge of bank services and Financial Services Industry 3. Possess math aptitude with ability to grasp general accounting and financial concepts 4. Possess working knowledge of excel and/or reporting applications General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $28k-42k yearly est. 8d ago
  • CRE Client Specialist II

    Truist 4.5company rating

    Greensboro, NC jobs

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Sales Support 1. Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc. 2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress. 3. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team. Service Support 4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution. 5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc. 6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed. Loan Support 7. Assist bankers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the banker in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions. 8. Assist bankers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the banker. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High School diploma, or equivalent education and related training 2. Five years of related experience, preferably within financial services 3. Two years of experience in a CCS role, or similar 4. Demonstrated ability to identify, analyze and resolve issues independently 5. Advanced knowledge of related systems and processes 6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts 7. Good organizational skills 8. Ability to complete all core courses outlined in the CCS training curriculum 9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc. Preferred Qualifications: 1. Associate's degree in related field 2. Possess working product knowledge of bank services and Financial Services Industry 3. Possess math aptitude with ability to grasp general accounting and financial concepts 4. Possess working knowledge of excel and/or reporting applications **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $28k-42k yearly est. 19d ago
  • CRE Client Specialist II

    Truist Financial Corporation 4.5company rating

    Charlotte, NC jobs

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Sales Support 1. Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc. 2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress. 3. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team. Service Support 4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution. 5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc. 6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed. Loan Support 7. Assist bankers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the banker in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions. 8. Assist bankers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the banker. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High School diploma, or equivalent education and related training 2. Five years of related experience, preferably within financial services 3. Two years of experience in a CCS role, or similar 4. Demonstrated ability to identify, analyze and resolve issues independently 5. Advanced knowledge of related systems and processes 6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts 7. Good organizational skills 8. Ability to complete all core courses outlined in the CCS training curriculum 9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc. Preferred Qualifications: 1. Associate's degree in related field 2. Possess working product knowledge of bank services and Financial Services Industry 3. Possess math aptitude with ability to grasp general accounting and financial concepts 4. Possess working knowledge of excel and/or reporting applications General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $27k-40k yearly est. 8d ago
  • CRE Client Specialist II

    Truist 4.5company rating

    Charlotte, NC jobs

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (*************************************************** _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)_ _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Sales Support 1. Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc. 2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress. 3. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team. Service Support 4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution. 5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc. 6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed. Loan Support 7. Assist bankers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the banker in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions. 8. Assist bankers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the banker. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High School diploma, or equivalent education and related training 2. Five years of related experience, preferably within financial services 3. Two years of experience in a CCS role, or similar 4. Demonstrated ability to identify, analyze and resolve issues independently 5. Advanced knowledge of related systems and processes 6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts 7. Good organizational skills 8. Ability to complete all core courses outlined in the CCS training curriculum 9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc. Preferred Qualifications: 1. Associate's degree in related field 2. Possess working product knowledge of bank services and Financial Services Industry 3. Possess math aptitude with ability to grasp general accounting and financial concepts 4. Possess working knowledge of excel and/or reporting applications **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** Pay Transparency Nondiscrimination Provision (*********************************************************************************************** E-Verify (********************************************** Contents/E-Verify\_Participation\_Poster\_ES.pdf)
    $27k-40k yearly est. 60d+ ago
  • CRE Client Specialist II

    Truist 4.5company rating

    Charlotte, NC jobs

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Sales Support 1. Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc. 2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress. 3. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team. Service Support 4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution. 5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc. 6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed. Loan Support 7. Assist bankers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the banker in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions. 8. Assist bankers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the banker. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High School diploma, or equivalent education and related training 2. Five years of related experience, preferably within financial services 3. Two years of experience in a CCS role, or similar 4. Demonstrated ability to identify, analyze and resolve issues independently 5. Advanced knowledge of related systems and processes 6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts 7. Good organizational skills 8. Ability to complete all core courses outlined in the CCS training curriculum 9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc. Preferred Qualifications: 1. Associate's degree in related field 2. Possess working product knowledge of bank services and Financial Services Industry 3. Possess math aptitude with ability to grasp general accounting and financial concepts 4. Possess working knowledge of excel and/or reporting applications **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $27k-40k yearly est. 19d ago
  • CRE Client Specialist II

    Truist Financial Corporation 4.5company rating

    Charlotte, NC jobs

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Sales Support 1. Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc. 2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress. 3. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team. Service Support 4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution. 5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc. 6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed. Loan Support 7. Assist bankers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the banker in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions. 8. Assist bankers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the banker. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High School diploma, or equivalent education and related training 2. Five years of related experience, preferably within financial services 3. Two years of experience in a CCS role, or similar 4. Demonstrated ability to identify, analyze and resolve issues independently 5. Advanced knowledge of related systems and processes 6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts 7. Good organizational skills 8. Ability to complete all core courses outlined in the CCS training curriculum 9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc. Preferred Qualifications: 1. Associate's degree in related field 2. Possess working product knowledge of bank services and Financial Services Industry 3. Possess math aptitude with ability to grasp general accounting and financial concepts 4. Possess working knowledge of excel and/or reporting applications General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
    $27k-40k yearly est. 42d ago
  • CRE Client Specialist II

    Truist Bank 4.5company rating

    Atlanta, GA jobs

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Sales Support 1. Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc. 2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress. 3. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team. Service Support 4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution. 5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc. 6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed. Loan Support 7. Assist bankers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the banker in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions. 8. Assist bankers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the banker. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High School diploma, or equivalent education and related training 2. Five years of related experience, preferably within financial services 3. Two years of experience in a CCS role, or similar 4. Demonstrated ability to identify, analyze and resolve issues independently 5. Advanced knowledge of related systems and processes 6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts 7. Good organizational skills 8. Ability to complete all core courses outlined in the CCS training curriculum 9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc. Preferred Qualifications: 1. Associate's degree in related field 2. Possess working product knowledge of bank services and Financial Services Industry 3. Possess math aptitude with ability to grasp general accounting and financial concepts 4. Possess working knowledge of excel and/or reporting applications General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
    $33k-48k yearly est. Auto-Apply 60d+ ago
  • Consult, Customer Success

    Re/Max Real Estate 4.5company rating

    Denver, CO jobs

    This role will be instrumental in acting as the primary liaison between the franchisee and Corporate while providing comprehensive consulting services. This position will focus on influencing and motivating franchisees to meet and exceed growth standards through recruiting and retention. Additionally, this role will participate in the overall success of a client portfolio consisting of brokers/owners located in a designated area. Essential Functions: * Creates and nurtures relationships with Customers and other strategic partners using industry knowledge, communication, and relationship development skills to advance business opportunities. * Serves as an accountability partner to conduct business reviews and analysis with franchisees to align their goals with the Company's, as well as provide candid conversations regarding the franchisee's state of business. * Coaches franchisees and provides skilled knowledge toward growing a thriving company through recruitment, development, and retention. * Assists with the facilitation of training and events including giving presentations to large groups virtually and in-person. * Other Duties as assigned Minimum Qualifications: Education: Bachelor's Degree or Equivalent experience Years of Experience: 3-5 Years Years of Management: No Experience Needed Preferred Licensing, Certifications and Skills: * Experience with Customer Relationship Management Software preferred. * Ability to travel approximately 25% for office visits and events. Standard Knowledge, Skills and Abilities: * Technical/Functional Expertise: Has knowledge of the job, function, department and its impact on customers, continues to learn and grow, stays current on changes in process, policy and function, and fulfills responsibilities of the job * Customer & Relationship Focus: Anticipates and delivers on customer needs, manages internal/external relationships, respectful of team, resolves problems, responds with tact and diplomacy, shares pride of the brand to customers, preserves the culture * Decision Quality: Makes sound decisions quickly, gathers information, considers long-term repercussions of decisions, is accountable for decisions * Drives for Results and Quality: Takes ownership of job assignments and productivity, takes initiative, focuses on the quality and quantity of results, sets priorities and meets deadlines and keeps management apprised of progress Hire Range/Rate: $70,000 - $80,000 Actual compensation offered to candidate will be finalized at offer and may be above or below the posted range due to skill level, experience, industry specific knowledge, education/certifications, or geographic location. The offer rate represents one component of the RE/MAX Holdings total compensation package. Employees will also receive a number of benefits as listed below. Other compensation for this position may include bonus eligibility. * Competitive Medical, Dental, and Vision benefits * Retirement plans with optimal company match * Annual bonus/merit opportunity * Educational Assistance * Mental Health support program * M.O.R.E. Events offered in-person and virtually * Mentorship program * Employee Resource Groups * Community Engagement * Diversity, Equity, and Inclusion * Parenting * Remote * Women at RE/MAX RE/MAX, LLC & Motto Mortgage Now is your chance to become part of a world-class, industry leading organization. RE/MAX Holdings, Inc. is a business that builds businesses. We provide the tools, education and tech to our real estate network, which includes RE/MAX and Motto Mortgage franchises, agents, brokers, and consumers. Join us and build a career where your contribution is heard, your innovative ideas are valued, and hard work and collaboration truly makes a difference. Nobody in the world sells more real estate than RE/MAX!* RE/MAX Holdings, Inc. is proudly headquartered in Denver, Colorado. Certain roles may be location specific, however in addition to Colorado, we welcome qualified candidates in the following states: Arkansas, California, Florida, Georgia, Illinois, Massachusetts, Michigan, Ohio, and Texas! RE/MAX Holdings, Inc. is proud to be an equal opportunity employer committed to diversity and inclusion, as well as non-discrimination in employment. All persons shall be afforded equal employment opportunity, and all qualified applicants receive consideration without regard to race, color, religion, gender, sexual orientation, national origin, age, veteran status, disability unrelated to performing the essential task of the job or other legally protected categories. In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. * As measured by transactions sides Application Deadline: January 22, 2025
    $70k-80k yearly 17d ago
  • CRE Client Specialist II

    Truist 4.5company rating

    Fort Lauderdale, FL jobs

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Sales Support 1. Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc. 2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress. 3. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team. Service Support 4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution. 5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc. 6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed. Loan Support 7. Assist bankers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the banker in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions. 8. Assist bankers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the banker. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High School diploma, or equivalent education and related training 2. Five years of related experience, preferably within financial services 3. Two years of experience in a CCS role, or similar 4. Demonstrated ability to identify, analyze and resolve issues independently 5. Advanced knowledge of related systems and processes 6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts 7. Good organizational skills 8. Ability to complete all core courses outlined in the CCS training curriculum 9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc. Preferred Qualifications: 1. Associate's degree in related field 2. Possess working product knowledge of bank services and Financial Services Industry 3. Possess math aptitude with ability to grasp general accounting and financial concepts 4. Possess working knowledge of excel and/or reporting applications **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $26k-44k yearly est. 19d ago
  • CRE Client Specialist II

    Truist Financial Corporation 4.5company rating

    Fort Lauderdale, FL jobs

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Sales Support 1. Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc. 2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress. 3. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team. Service Support 4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution. 5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc. 6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed. Loan Support 7. Assist bankers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the banker in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions. 8. Assist bankers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the banker. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High School diploma, or equivalent education and related training 2. Five years of related experience, preferably within financial services 3. Two years of experience in a CCS role, or similar 4. Demonstrated ability to identify, analyze and resolve issues independently 5. Advanced knowledge of related systems and processes 6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts 7. Good organizational skills 8. Ability to complete all core courses outlined in the CCS training curriculum 9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc. Preferred Qualifications: 1. Associate's degree in related field 2. Possess working product knowledge of bank services and Financial Services Industry 3. Possess math aptitude with ability to grasp general accounting and financial concepts 4. Possess working knowledge of excel and/or reporting applications General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $26k-44k yearly est. 8d ago
  • Reservations Agent

    Paramount Hospitality Management 3.7company rating

    Orlando, FL jobs

    Imagine making a career of creating memorable guest experiences. We use fun and teamwork to make every moment count. We empower each other to provide exceptional service. Want to be part of a growing company with commitment to train and develop, true passion for service, come and be part of the team! You will receive: On the job training Growth Opportunities Competitive Pay rates Benefits (Medical, Dental and Vision available 1 st day after 60) Paid Time Off Special Recognition Programs Team Member Discounts Ideal candidates are dedicated to instilling a high standard of guest service in all interactions - ability to handle high-volume high-pressure situation - multiple tasks along with answering phones. The ideal agent will be working a mix of shifts, not limited to AM opening shifts or PM closing shifts, as well as weekends. This position is not commission based and there are no cold callings. Responsibilities : To provide the most professional and thorough guests services to all incoming guests inquiries in a timely manner complimenting the standards set for the resort. Imputing reservations into the PMS efficiently and timely with the utmost accuracy. Assist the Front Office of each resort with completing daily arrivals reports including reviewing on the books reservations for accuracy, have the necessary deposit details, and ensuring that they are active with appropriate rates. Assist in maintaining the inventory as it relates to observing “opened” and “closed” dates to utilize availability through room sales for maximum occupancy without overselling the resort. Act as a welcome ambassador by offering full detailed descriptions of the resort and the available rates, while consistently and effectively upselling the resort and packages. Maximize the potential profit of the rooms department as it pertains to occupancy and ADR. Respond to guest inquiry via email or phone calls with the utmost professionalism and with thorough and accurate responses. Operate in compliance with all local, state, and federal laws and government regulations. Maintain and ensure a high level of professionalism throughout the department and staff. Ensure that all staff members smile and greet all guests and co-workers. Expedite special projects as requested within the timeframe required. Communicate effectively with all departments. Attend quarterly departmental meetings with staff. Always maintain a safe and secure environment for both the employees and guests. Qualifications : Open availability to work AM and PM shifts, holidays, weekends, etc. Bilingual in English & Spanish Preferred Experience working in a resort-preferred but not required - Front Desk Agent, Call center, or similar job experience. Must have excellent phone etiquette, multitask skills. Must be proficient with computer skills to adapt to the PMS. Location: 12562 International Dr Paramount Hospitality Management is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations, and ordinances. Paramount Hospitality Management is a Drug-free Work Place.
    $25k-32k yearly est. 60d ago
  • Invoice Submission & Dispute Specialist

    Robertson, Anschutz, Schneid, Crane & Partners, PLLC 3.7company rating

    Boca Raton, FL jobs

    Job Description Invoice Submission & Dispute Specialist Summary: Join a prestigious, fast-paced creditor rights firm renowned for its excellence and growth. We are seeking driven and ambitious individuals to fill the Invoice Submission & Dispute Specialist role. This position entails submitting meticulously prepared invoices to our esteemed clients and expertly resolving any disputes to ensure prompt payment. Our firm offers an environment that emphasizes support, continuous training, and unparalleled opportunities for advancement, fostering a culture where exceptional performance is recognized and rewarded. Essential Duties/Responsibilities: Ensure the accurate submission of meticulously prepared invoices to esteemed clients, preventing financial discrepancies and safeguarding the firm's financial interests. Process and submit all invoices created each day to clients for review and approval within the same day. Assist with the review and resolution of client-disputed invoices to ensure timely payment. Collaborate with billers and the legal department during the invoice remediation process. Engage in billing tasks as required. Audit work performed by billers to ensure accuracy and compliance. Contribute innovative ideas and solutions to special projects assigned by management. Work in a dynamic, fast-paced environment that emphasizes teamwork and excellence. Maintain a high degree of precision and commitment to financial integrity. Qualifications: Required Qualifications: Excellent analytical, deductive reasoning, and decision-making skills Superior time management abilities, multitasking and meeting deadlines effectively Keen attention to detail and commitment to delivering precise, high-quality work Preferred Qualifications: Familiarity with Quality Assurance and/or Quality Control principles Previous background in the Legal field and/or Billing Required Education: -Bachelor's or Associate's Degree strongly preferred (or applicable experience)
    $37k-64k yearly est. 8d ago
  • Reservations Agent

    Kingsmill Resort 3.5company rating

    Williamsburg, VA jobs

    Overview: A Reservations Agent helps future guests plan their vacations by informing them about lodging, dining, golfing, and activities available at Kingsmill and assists with making reservations. Responsibilities: Handle incoming telephone calls for lodging and activity reservations, entering new reservations, changes and cancellations into the computer. Promote a positive guest experience by helping with guest itineraries, making suggestions for lodging and activities, and offering other guest experience opportunities. File guest correspondence or other reservation documentation as needed Follow Reservations Calls Standards for NAVIS shop calls with honesty and respect. Coverage and execution of Front Desk duties as needed Generate outbound call revenue Assistance Reservations Manager with groups, training new Reservations team members, answer PBX Telephone Lines as needed for coverage Follow all policy, procedures, and service standards. Perform other duties as assigned by the Director or Reservations, Reservation Manager and Director of Rooms. Qualifications: Ability to converse coherently in English. Must be at least 18 years of age. 1-2 years of guest service/customer service experience required. Ability to deal with callers tactfully. Ability to use basic computer applications. Basic keyboarding proficiency. Ability to interact with diverse peoples and help resolve any issues. Ability to retain information. Ability to work in a fast-paced environment. Effective time management and organizational skills. Strong communications skills. Standing/Sitting for up to eight hours per shift Ability to workdays, nights, weekends, holidays.
    $28k-33k yearly est. 60d+ ago

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