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Finance associate jobs in Edinburg, TX

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  • Virtual Personal Banker

    First National Bank Texas 4.5company rating

    Finance associate job in San Benito, TX

    Job Description* Provide daily support by assisting customers via diverse contact channels to include: inbound/outbound calls, live chat, secure messages, and email with professionalism and urgency * Must display ability to toggle between multiple applications while assisting customers in the various channels * Handle customer service issues via direct interface with the customer in order to expedite solutions. Solicit higher level approval for all situations exceeding experience/training, department scope or assigned level of authority. * Ensure accuracy and provide correct information to customers to resolve issues and exceed customer expectations at first point of contact * Cross-sell bank services and products * Responsible for researching and preparing the proper response to customer complaints and inquiries by interacting with team members, employees and managers in the branches/ lending and support departments as needed to complete assigned task * Operate with an emphasis on building lasting relationships and creating positive experiences to drive results and engagement levels * Responsible for resolving operational and/or technical issues in accordance with established operating policies and procedures * Knowledgeable of all FCBI systems and procedures and must adhere to policies and procedures * Establish and maintain solid working relationships with all levels, departments, and locations within FCBI * Consistently meets critical deadlines and other performance targets or requirements * Must be available to work all weekdays and holidays, within Bank operating hours * Perform other tasks requested by supervisors as they relate to the bank and its functions Physical Requirements: * Must be able to remain in a sitting stationary position for extended periods of time * Constantly operate a computer and other office machinery * Ability to lift up to 25 pounds FNBT is an equal opportunity employer.
    $30k-34k yearly est. 2d ago
  • Finance Associate

    Ron Hoover 4.3company rating

    Finance associate job in Donna, TX

    Now Hiring: Finance Associate Ron Hoover RV & Marine Centers is seeking an experienced Finance Associate to join our team! This role role supports the Finance & Insurance (F&I) department by preparing and processing paperwork for sales transactions, maintaining compliance with lending and titling requirements, and providing an exceptional customer experience from purchase to delivery. Key Responsibilities: Prepare, review, and finalize loan and insurance paperwork Verify accuracy of sales contracts, purchase agreements, and title documents Maintain compliance with lender and state regulations Communicate with customers regarding financing options and required documentation Track funding, warranty registrations, and deal completion status Coordinate with sales, accounting, and management to ensure timely processing of deals Qualifications: Previous experience in finance, accounting, or administrative support (automotive, RV, or marine dealership experience preferred) Strong attention to detail and organization Excellent communication and customer service skills Proficient in Microsoft Office and capable of learning internal systems Ability to work in a fast-paced environment with multiple deadlines Competitive pay + commission & benefits! If you think you have what it takes to be successful in this position, apply today!
    $44k-72k yearly est. 33d ago
  • Financial Representative

    Western & Southern Life 4.8company rating

    Finance associate job in Harlingen, TX

    HARLINGEN TX Default: Location : City HARLINGEN The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities * Identify market(s) and develop appropriate marketing plan. * Prospect and network for middle-market clients by identification of qualified names and making initial contacts. * Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. * Adequately prepare for all appointments through established processes. * Conduct all appointments using Western & Southern Life consultative practices and processes. * Effectively sell insurance and investment solutions. * Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. * Market for the purposes of developing the Western & Southern Life brand at the local level. * Proactively develop community relationships to cultivate and strengthen presence in target market(s). * Maintain personal contact with clients to ensure their evolving financial needs are being met. * Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. * Accurately maintain client and company records, payments, etc., in a timely manner. * Operate an automobile during both day and night hours. Qualifications * High level of integrity. * Strong work ethic and willing to work hours that include weekday evenings and weekend hours. * Strong interpersonal, relationship, and influence skills. * Effective communication skills including listening, speaking and writing. * Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. * The ability to influence others to take needed action. * Demonstrate personal drive and resilience to achieve goals. * Willing and able to network for new clients. Educational Requirements * Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required * Working knowledge of word processing and spreadsheet applications. * Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) * Obtain and hold State Life and Health license prior to hire. Position Demands * Access to an automobile and ability to maintain a valid driver's license.
    $44k-78k yearly est. Auto-Apply 51d ago
  • Finance Manager

    Hakes Brothers LCNM, LLC

    Finance associate job in McAllen, TX

    Job Description The Finance Manager is primarily responsible for providing financial and analytical support to help drive operational success in nearly every aspect the Division's operations including: sales, land, construction, purchasing, warranty and escrow. This position also organizes detailed key performance indicators and financial performance analysis through income statement, balance sheet, and cashflow statement. Duties include: Prepares financial forecasts of sales, starts, closings and other financial and operational metrics. Regularly updates proforma data for each community with accurate and up-to-date information. Responsible for division financial/operational reporting. Assists with land acquisition feasibility modeling, including critical evaluation of inputs from land, sales, purchasing, and construction departments. Conducts ad-hoc financial analysis to understand business drivers and the competitive environment to help drive business results. Evaluates and communicates areas of risk and presents solutions. Coordinates with corporate accounting and finance to complete month-end close activities. Ensures compliance with SOX controls as directed by corporate accounting. Assists each department, as required, with ongoing business needs. Delegates work according to employee's abilities and skills. Provides input to employee's performance evaluations. Assists in the identification of internal and external training opportunities. Provides continuous coaching with regard to functional and leadership standards (technical skills and behaviors). Qualifications Required: Minimum Bachelor's Degree in Finance or Accounting (or equivalent in related field) Preferred: Minimum three years public and/or corporate accounting experience Preferred: Certified Public Accounting license (active or inactive) Preferred: Prior homebuilding experience Preferred: Excel and PowerBI proficiency Strong analytical skills Good verbal and written communication skills Self-motivated with excellent organizational skills Knowledge of accounting theory and financial reporting Incentives Paid vacation, sick leave & holidays Discount off the sales price of a Hakes Brothers home 401k & Profit Sharing Medical, dental and vision insurance
    $68k-100k yearly est. 17d ago
  • Finance Manager - Automotive

    Hiring Winners

    Finance associate job in McAllen, TX

    F&I Manager - Automotive Don't miss this amazing opportunity for F&I professionals. With sales volume on the rise, our growing dealership needs an F&I Manager. And we only hire the best. We need someone who can sell well and sell ethically-a master of finance and insurance knowledge. A true professional who can communicate product features and benefits in a way that not only gets customers to understand, but gets them to buy. Responsibilities Contract new business, sell and close deals Generate finance income on all sold customers Check/verify paperwork involved with cash, finance or loan transactions Contract or collect all money at closing Seek bank approval on financed and leased deals Maintain a working knowledge of leases, “balloons,” etc. Assist in acquiring approval from lenders Understand all programs and rate options offered by our lenders Solicit extended warranty sales (aftermarket) Handle all cancellations for extended warranties Apply Today!
    $68k-100k yearly est. 60d+ ago
  • Bert Ogden Cdjr Finance Manager

    Bert Ogden Harlingen Motors 3.8company rating

    Finance associate job in Harlingen, TX

    Full-time Description BERT OGDEN CDJR FINANCE MANAGER Finance and Insurance Manager DEPARTMENT: Sales REPORTS TO: General Manager PURPOSE: The Finance & Insurance Manager is responsible for producing additional revenue for the dealership by selling finance and insurance programs to new and used car customers. ESSENTIAL DUTIES: · Treat customers in accordance with dealership policies. · Ensure that the proper follow-up schedule is attached to all completed sales. · Ensure that all necessary customer satisfaction forms have been completed and turned in. · Work with the service department to provide additional warranty information as necessary. · Work with sales staff on computer follow-up system. · Maintain daily log sheet and tabulate total, share with sales manager. · Sell financing and credit life, accident and health insurance to customers. · Establish and maintain good working relationships with several finance sources, factory and otherwise. · Keep the general manager and sales manager apprised of all special programs sponsored by any financial source. · Submit paperwork to and obtain approval from finance sources on all finance deals. · Instruct salespeople in the methods of selling financing. · Work with sales manager to secure a reasonable profit from every sale. · Set up finance forecasting in conjunction with sales department forecasting to achieve a desired percent of penetration and income. · Attend managers' meetings. · Seek insurance companies for insurance paper. · Maintain insurance files. · Acquire/maintain licenses for selling insurance. · Maintain a daily operating control. · Prepare monthly penetration reports on finance penetration and share with sales manager. · Check all paperwork for correct in title, lien information, taxes, etc. · Establish and meet monthly objectives. · Assist sales manager in the “outside call” program. · Prepare and participate in sales meetings. · Work with sales staff in negotiating a sale in the sales manager's absence. · Monitor alternately with sales manager the lot traffic and compare with daily log sheet. · Maintain a thorough knowledge of the policies and procedures of the sales department. Requirements Must be 21 years old or older. Must have a Valid Texas Driver License Must be able to pass a hair follicle drug screening. Must be able to pass a background check screening. Bert Ogden Auto Group Is An Equal Opportunity Employer
    $76k-99k yearly est. 60d+ ago
  • Bert Ogden Fiesta Nissan Edinburg Finance Manager

    Fiesta Nissan

    Finance associate job in Edinburg, TX

    Full-time Description The Finance & Insurance Manager is responsible for producing additional revenue for the dealership by selling finance and insurance programs to new and used car customers. Treat customers in accordance with dealership policies. Ensure that the proper follow-up schedule is attached to all completed sales. Ensure that all necessary customer satisfaction forms have been completed and turned in. Work with the service department to provide additional warranty information as necessary. Work with sales staff on computer follow-up system. Maintain daily log sheet and tabulate total, share with sales manager. Sell financing and credit life, accident and health insurance to customers. Establish and maintain good working relationships with several finance sources, factory and otherwise. Keep the general manager and sales manager apprised of all special programs sponsored by any financial source. Submit paperwork to and obtain approval from finance sources on all finance deals. Instruct salespeople in the methods of selling financing. Work with sales manager to secure a reasonable profit from every sale. Set up finance forecasting in conjunction with sales department forecasting to achieve a desired percent of penetration and income. Attend managers' meetings. Seek insurance companies for insurance paper. Maintain insurance files. Acquire/maintain licenses for selling insurance. Maintain a daily operating control. Prepare monthly penetration reports on finance penetration and share with sales manager. Check all paperwork for correct in title, lien information, taxes, etc. Establish and meet monthly objectives. Assist sales manager in the “outside call” program. Prepare and participate in sales meetings. Work with sales staff in negotiating a sale in the sales manager's absence. Monitor alternately with sales manager the lot traffic and compare with daily log sheet. Maintain a thorough knowledge of the policies and procedures of the sales department. Requirements Must be 21 years old or older. Must have a Valid Texas Driver License Must pass a hair follicle drug screening. Must pass a background check screening. EMPLOYMENT BENEFITS INCLUDE: Paid Vacation and Holidays 401(K) Vision Insurance Dental Insurance Medical Insurance BERT OGDEN IS AN EQUAL OPPORTUNITY EMPLOYER
    $68k-100k yearly est. 60d+ ago
  • Finance Manager - Bert Ogden Toyota

    Bert Ogden Automotive Group 3.2company rating

    Finance associate job in Harlingen, TX

    Job Description Finance and Insurance (F&I) Manager - Bert Ogden Toyota This is an incredible opportunity for an experienced professional who is excited by automotive F&I and passionate about customer service. We are currently seeking an F&I manager to join our amazing team. We need a leader with a strong focus on compliance requirements and product knowledge, who can train bright new talent, clearly communicate product features and benefits, and who can confidently close the sale. Job Responsibilities Contract new business, sell and close deals Generate finance income on all sold customers Check/verify paperwork involved with cash, finance or loan transactions Contract or collect all money at closing Seek bank approval on financed and leased deals Maintain a working knowledge of leases, “balloons”, etc. Promote Credit Life/Accident & Health sales Assist in acquiring approval from lenders Understand all programs and rate options offered by our lenders Solicit extended warranty sales (aftermarket) Handle all cancellations for extended warranties and credit life Compensation Compensation is based on experience and commensurate with Fortune 500 companies. Top performers in this position have an earning potential of $XXX,XXX or more. Benefits In addition to career-long personal development, our associates enjoy a number of benefits, including: Health, Vision & Dental Insurance Paid Vacation Paid Holidays Incentives About Our Dealership We are not your typical auto group. Here at Bert Ogden Auto Group, we actually look out for our community. Whether we are supporting a fundraiser through a local school or working with a local charity or organization, we are always doing as much as we can to improve South Texas. It's good to know, that when you shop with Bert Ogden Auto Group, you are supporting a local business that keeps its money right here in South Texas. We are proud to call South Texas our home, and with 18 different dealerships and 23 lines from which to serve you, we are bound to have a location in your neighborhood. We serve countless cities, towns, and communities including McAllen, Mission, Harlingen, Edinburg, and all points in between. If you live, work, or travel in South Texas, then allow Bert Ogden Auto Group to welcome you at one of our dealerships with open arms. We hope to work with you soon.
    $74k-113k yearly est. 2d ago
  • Education Finance Specialist - Financial Aid

    SCI Acquistion Co Inc.

    Finance associate job in Harlingen, TX

    Job Description We call it being a life changer, but you'll call it a job you love while helping others find the same. You'll have a hand in improving the lives of countless SCI students throughout Texas by working with impassioned educators and campus faculty in a collaborative, interactive environment to create optimized environment for our students. As the Education Finance Specialist / Financial Aid Officer, you will work within federal, state and institutional policies and regulations, to provide financial aid information and counseling services to students and families. Responsibilities Counsel and advise students about financial aid eligibility, application procedures, aid programs, packaging policies, costs, billing process, indebtedness, money management and financial planning. Determine the amount of aid, considering such factors as funds available, extent of demand, and needs of students. Compare data on students' applications, such as proposed budget, family income, or transcript of grades, with eligibility requirements of assistance program. Interview students to obtain information needed to determine eligibility for aid. Review FAFSA process with student - maintain copies of applicable federal tax returns required to complete this process; enter FAFSA data to complete needs analysis/budget worksheet. Ensure 100% student satisfaction; provide timely service during student appointments. Maintain confidentiality of student records in compliance with the Family Educational Rights and Privacy Act. Why become an Education Finance Specialist? Challenge and expand your knowledge. Develop your skills in an entrepreneurial environment where you have influence. Work alongside an exceptional leadership team, passionate about educating future developers. Achieve challenging goals in an environment that provides tangible rewards. Are you a good fit for SCI? You are passionate about education and commit to a “students first” philosophy. You embrace change and you are always excited to learn something new. You believe that goals are set to be exceeded. Requirements Education/Experience: You have a Bachelor's degree (B.A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. Skills: You can make mathematical calculations and reconcile records as required. You have excellent analytical, problem solving and customer service skills. Technical: You have a working knowledge of MS Outlook, Word and Excel. Benefits Training & Development Fun & Energetic, Family-Based Environment Continuous Growth Opportunities Medical, Dental, & Vision Options Health Savings & Flexible Spending Options (HSA & FSA) Basic Life & Accident Insurance Short & Long-term Disability 401K Retirement Plan SCI is an Equal Opportunity employer About Southern Careers Institute SCI has been changing lives for over 60 years, now and we're just getting started. We offer certification-based training with programs in Medical, Business, Cosmetology, Skilled-Trades and Technology with campuses spanning across central and south Texas as well as online. Our students can graduate most of our programs in under one year and with real-world experience under their belt.
    $37k-64k yearly est. 27d ago
  • Education Finance Specialist - Financial Aid

    Southern Careers Institute 4.1company rating

    Finance associate job in Harlingen, TX

    We call it being a life changer, but you'll call it a job you love while helping others find the same. You'll have a hand in improving the lives of countless SCI students throughout Texas by working with impassioned educators and campus faculty in a collaborative, interactive environment to create optimized environment for our students. As the Education Finance Specialist / Financial Aid Officer, you will work within federal, state and institutional policies and regulations, to provide financial aid information and counseling services to students and families. Responsibilities * Counsel and advise students about financial aid eligibility, application procedures, aid programs, packaging policies, costs, billing process, indebtedness, money management and financial planning. * Determine the amount of aid, considering such factors as funds available, extent of demand, and needs of students. * Compare data on students' applications, such as proposed budget, family income, or transcript of grades, with eligibility requirements of assistance program. * Interview students to obtain information needed to determine eligibility for aid. * Review FAFSA process with student - maintain copies of applicable federal tax returns required to complete this process; enter FAFSA data to complete needs analysis/budget worksheet. * Ensure 100% student satisfaction; provide timely service during student appointments. * Maintain confidentiality of student records in compliance with the Family Educational Rights and Privacy Act. Why become an Education Finance Specialist? * Challenge and expand your knowledge. * Develop your skills in an entrepreneurial environment where you have influence. * Work alongside an exceptional leadership team, passionate about educating future developers. * Achieve challenging goals in an environment that provides tangible rewards. Are you a good fit for SCI? * You are passionate about education and commit to a "students first" philosophy. * You embrace change and you are always excited to learn something new. * You believe that goals are set to be exceeded. Requirements * Education/Experience: You have a Bachelor's degree (B.A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. * Skills: You can make mathematical calculations and reconcile records as required. You have excellent analytical, problem solving and customer service skills. * Technical: You have a working knowledge of MS Outlook, Word and Excel. Benefits * Training & Development * Fun & Energetic, Family-Based Environment * Continuous Growth Opportunities * Medical, Dental, & Vision Options * Health Savings & Flexible Spending Options (HSA & FSA) * Basic Life & Accident Insurance * Short & Long-term Disability * 401K Retirement Plan * SCI is an Equal Opportunity employer About Southern Careers Institute SCI has been changing lives for over 60 years, now and we're just getting started. We offer certification-based training with programs in Medical, Business, Cosmetology, Skilled-Trades and Technology with campuses spanning across central and south Texas as well as online. Our students can graduate most of our programs in under one year and with real-world experience under their belt.
    $37k-58k yearly est. 57d ago
  • Financial Services Representative (Bilingual)

    World Finance 4.2company rating

    Finance associate job in San Juan, TX

    World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $15 hourly Auto-Apply 58d ago
  • Financial Analyst

    Pronto General Agency

    Finance associate job in Brownsville, TX

    Pronto General Agency, LTD is a managing general agency based out of South Texas that was established in 2005. From its inception, Pronto has been committed to providing a high value insurance product through competitive pricing, superior claims handling and excellent customer service. Pronto has emerged in the insurance market through its captive agencies, independent agents and franchise locations. Job Description Financial Analyst Job Duties and Responsibilities Determines cost of operations by establishing standard costs; collecting operational data. Identifies financial status by comparing and analyzing actual results with plans and forecasts. Guides cost analysis process by establishing and enforcing policies and procedures; providing trends and forecasts; explaining processes and techniques; recommending actions. Develops complex financial forecasts with detail to support the result. Improves financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management. Reconciles transactions by comparing and correcting data. Recommends actions by analyzing and interpreting data and making comparative analyses; studying proposed changes in methods and materials. Increases productivity by developing automated accounting applications; coordinating information requirements. Contributes to team effort by accomplishing related results as needed. Performs complex financial formulas required to evaluate return on investment. Knowledge, Skills & Abilities Requirements -Strong knowledge of GAAP accounting principles and procedures. -Advanced excel based skills for financial analysis and modeling and large data analysis experience. -Ability to make routine decisions in accordance with GAAP based policies and procedures. -Ability to recognize and correct departures from GAAP budgetary practices and procedures. -Ability to follow, prepare and present complex oral and written instructions. -Ability to perform standardized and statistical computations. -Strong communications skills both written and verbal. Pronto Insurance offers our Full Time Employees the following benefits · Medical, Dental, Vision Plans · Disability & Life Insurance · 401(k) Retirement Plan · Paid Vacations, Personal Days & 6 Paid Holidays! Please apply directly at our website! ****************************************** Qualifications Bachelor of Business Administration, major in Accounting or Finance 5 - 10 years in progressive experience in a financial environment Experience in Big 4 a plus (PWC, E&Y, Deloitte or KPMG) Public accounting experience a plus Excellent communication skills both oral and written Proficient in relevant computer software (Accounting software, Microsoft Office) Language: English required, bilingual preferred Additional Information Please apply directly at ****************************************************
    $47k-72k yearly est. 60d+ ago
  • Financial Services Representative (Bilingual)

    Worldacceptance

    Finance associate job in Alton, TX

    World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 - $19 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $15-19 hourly Auto-Apply 7d ago
  • FINANCIAL ANALYST

    University of Texas Rio Grande Valley 3.7company rating

    Finance associate job in Edinburg, TX

    To provide financial analysis for a department. Responsible for financial activities such as debt administration, issuance and analysis, budget, contract compliance, financial reports, and other business management services. * Maintains accounting records and produces accounting reports and financial analysis. * Prepares various financial reports including monthly summary reports, government reports, and annual financial report schedules. * Reviews accounts and fund groups for the propriety of entries and approval of such vouchers. * Analyzes fiscal accounting and related systems. * Prepares financial feasibility studies. * Prepares, analyzes and maintains cost data as required for regulatory reporting. * Prepares recommendations and documentation to create and update fiscal services. * Proposes policies and procedures for the department's operation. * Prepares and processes relevant correspondence * Manages and reconciles accounts to monitor assigned programs. * Assists in the review, maintenance, and modification of receivables for systems such as student loans. * Interprets and ensures compliance with federal, state and University policy. * Manages special projects. * Performs related duties as assigned. Supervision Received General direction from the assigned supervisor. Supervision Given May supervise assigned staff. Required Education Bachelor's degree in Finance, Accounting, or Business Administration from an accredited University. Preferred Education Master's Degree in Business. Licenses/Certifications None. Required Experience Two (2) years of experience in finance or accounting with experience in planning, forecasting and/or financial analysis. Preferred Experience Experience obtained in a state agency and/or higher educational setting. Equipment Use of standard office equipment. Working Conditions Needs to be able to successfully perform all required duties. Usual office environment. May require some weekend and/or evening work or travel. Other Accuracy in all phases of duties performed. Excellent verbal and written communication skills. Demonstrated effective interpersonal skills. Physical Capabilities N/A Employment Category Full-Time Minimum Salary Commensurate with Experience Posted Salary Commensurate with Experience Position Available Date 01/05/2026 Grant Funded Position No If Yes, Provide Grant Expiration Date
    $39k-50k yearly est. 2d ago
  • Bilingual Virtual Banker

    First National Bank Texas 4.5company rating

    Finance associate job in Brownsville, TX

    * Provide daily support by assisting customers via diverse contact channels to include: inbound/outbound calls, live chat, secure messages, and email with professionalism and urgency * Must display ability to toggle between multiple applications while assisting customers in the various channels * Handle customer service issues via direct interface with the customer in order to expedite solutions. Solicit higher level approval for all situations exceeding experience/training, department scope or assigned level of authority. * Ensure accuracy and provide correct information to customers to resolve issues and exceed customer expectations at first point of contact * Cross-sell bank services and products * Responsible for researching and preparing the proper response to customer complaints and inquiries by interacting with team members, employees and managers in the branches/ lending and support departments as needed to complete assigned task * Operate with an emphasis on building lasting relationships and creating positive experiences to drive results and engagement levels * Responsible for resolving operational and/or technical issues in accordance with established operating policies and procedures * Knowledgeable of all FCBI systems and procedures and must adhere to policies and procedures * Establish and maintain solid working relationships with all levels, departments, and locations within FCBI * Consistently meets critical deadlines and other performance targets or requirements * Must be available to work all weekdays and holidays, within Bank operating hours * Perform other tasks requested by supervisors as they relate to the bank and its functions Physical Requirements: * Must be able to remain in a sitting stationary position for extended periods of time * Constantly operate a computer and other office machinery * Ability to lift up to 25 pounds FNBT is an equal opportunity employer.
    $34k-39k yearly est. 2d ago
  • Financial Representative

    Western & Southern Financial Group 4.8company rating

    Finance associate job in Harlingen, TX

    The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities Identify market(s) and develop appropriate marketing plan. Prospect and network for middle-market clients by identification of qualified names and making initial contacts. Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. Adequately prepare for all appointments through established processes. Conduct all appointments using Western & Southern Life consultative practices and processes. Effectively sell insurance and investment solutions. Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. Market for the purposes of developing the Western & Southern Life brand at the local level. Proactively develop community relationships to cultivate and strengthen presence in target market(s). Maintain personal contact with clients to ensure their evolving financial needs are being met. Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. Accurately maintain client and company records, payments, etc., in a timely manner. Operate an automobile during both day and night hours. Qualifications High level of integrity. Strong work ethic and willing to work hours that include weekday evenings and weekend hours. Strong interpersonal, relationship, and influence skills. Effective communication skills including listening, speaking and writing. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. The ability to influence others to take needed action. Demonstrate personal drive and resilience to achieve goals. Willing and able to network for new clients. Educational Requirements Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required Working knowledge of word processing and spreadsheet applications. Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) Obtain and hold State Life and Health license prior to hire. Position Demands Access to an automobile and ability to maintain a valid driver's license.
    $44k-78k yearly est. Auto-Apply 60d+ ago
  • Finance Manager - Automotive Dealership

    Hiring Winners

    Finance associate job in McAllen, TX

    We have an outstanding opportunity for a results-driven and experienced Finance Manager to join our team. The Finance Manager is responsible for overseeing the finance and insurance (F&I) process, ensuring compliance, maximizing profitability, and providing an exceptional customer experience. Compensation Competitive Pay Plan - Earn up to 14.75% of Gross Finance Profit Job Responsibilities Offer finance and insurance products to customers, securing the best terms while maximizing dealership profitability. Structure loan and lease deals to ensure compliance with lender guidelines and dealership policies. Present and sell extended service contracts, protection packages, and other value-added products. Maintain strong relationships with lenders and financial institutions to secure competitive rates and approvals. Ensure all transactions are accurate, transparent, and comply with federal, state, and local regulations. Work closely with the sales team to streamline the financing process and improve overall customer satisfaction. Review and finalize financial paperwork, ensuring accuracy and completion. Maintain a high level of customer service and satisfaction throughout the sales and financing process. Stay up to date with industry trends, financing options, and compliance requirements. Requirements Proven experience in automotive finance and insurance (F&I), with a strong track record of success. In-depth knowledge of dealership financing processes, lender guidelines, and compliance regulations. Strong sales, negotiation, and customer service skills. Ability to work in a fast-paced environment while maintaining attention to detail. Excellent communication and interpersonal skills. Proficiency in dealership management software and F&I tools. Valid driver's license and ability to pass a background check. This is an excellent opportunity for a motivated finance professional to maximize earnings while providing top-tier service to our customers.
    $68k-100k yearly est. 60d+ ago
  • Finance Manager - Bert Ogden Toyota

    Bert Ogden Automotive Group 3.2company rating

    Finance associate job in Harlingen, TX

    Finance and Insurance (F&I) Manager - Bert Ogden Toyota This is an incredible opportunity for an experienced professional who is excited by automotive F&I and passionate about customer service. We are currently seeking an F&I manager to join our amazing team. We need a leader with a strong focus on compliance requirements and product knowledge, who can train bright new talent, clearly communicate product features and benefits, and who can confidently close the sale. Job Responsibilities Contract new business, sell and close deals Generate finance income on all sold customers Check/verify paperwork involved with cash, finance or loan transactions Contract or collect all money at closing Seek bank approval on financed and leased deals Maintain a working knowledge of leases, “balloons”, etc. Promote Credit Life/Accident & Health sales Assist in acquiring approval from lenders Understand all programs and rate options offered by our lenders Solicit extended warranty sales (aftermarket) Handle all cancellations for extended warranties and credit life Compensation Compensation is based on experience and commensurate with Fortune 500 companies. Top performers in this position have an earning potential of $XXX,XXX or more. Benefits In addition to career-long personal development, our associates enjoy a number of benefits, including: Health, Vision & Dental Insurance Paid Vacation Paid Holidays Incentives About Our Dealership We are not your typical auto group. Here at Bert Ogden Auto Group, we actually look out for our community. Whether we are supporting a fundraiser through a local school or working with a local charity or organization, we are always doing as much as we can to improve South Texas. It's good to know, that when you shop with Bert Ogden Auto Group, you are supporting a local business that keeps its money right here in South Texas. We are proud to call South Texas our home, and with 18 different dealerships and 23 lines from which to serve you, we are bound to have a location in your neighborhood. We serve countless cities, towns, and communities including McAllen, Mission, Harlingen, Edinburg, and all points in between. If you live, work, or travel in South Texas, then allow Bert Ogden Auto Group to welcome you at one of our dealerships with open arms. We hope to work with you soon.
    $74k-113k yearly est. 60d+ ago
  • Education Finance Specialist - Financial Aid

    SCI Acquistion Co Inc.

    Finance associate job in Brownsville, TX

    Job Description We call it being a life changer, but you'll call it a job you love while helping others find the same. You'll have a hand in improving the lives of countless SCI students throughout Texas by working with impassioned educators and campus faculty in a collaborative, interactive environment to create optimized environment for our students. As the Education Finance Specialist / Financial Aid Officer, you will work within federal, state and institutional policies and regulations, to provide financial aid information and counseling services to students and families. Responsibilities Counsel and advise students about financial aid eligibility, application procedures, aid programs, packaging policies, costs, billing process, indebtedness, money management and financial planning. Determine the amount of aid, considering such factors as funds available, extent of demand, and needs of students. Compare data on students' applications, such as proposed budget, family income, or transcript of grades, with eligibility requirements of assistance program. Interview students to obtain information needed to determine eligibility for aid. Review FAFSA process with student - maintain copies of applicable federal tax returns required to complete this process; enter FAFSA data to complete needs analysis/budget worksheet. Ensure 100% student satisfaction; provide timely service during student appointments. Maintain confidentiality of student records in compliance with the Family Educational Rights and Privacy Act. Why become an Education Finance Specialist? Challenge and expand your knowledge. Develop your skills in an entrepreneurial environment where you have influence. Work alongside an exceptional leadership team, passionate about educating future developers. Achieve challenging goals in an environment that provides tangible rewards. Are you a good fit for SCI? You are passionate about education and commit to a “students first” philosophy. You embrace change and you are always excited to learn something new. You believe that goals are set to be exceeded. Requirements Education/Experience: You have a Bachelor's degree (B.A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. Skills: You can make mathematical calculations and reconcile records as required. You have excellent analytical, problem solving and customer service skills. Technical: You have a working knowledge of MS Outlook, Word and Excel. Benefits Training & Development Fun & Energetic, Family-Based Environment Continuous Growth Opportunities Medical, Dental, & Vision Options Health Savings & Flexible Spending Options (HSA & FSA) Basic Life & Accident Insurance Short & Long-term Disability 401K Retirement Plan SCI is an Equal Opportunity employer About Southern Careers Institute SCI has been changing lives for over 60 years, now and we're just getting started. We offer certification-based training with programs in Medical, Business, Cosmetology, Skilled-Trades and Technology with campuses spanning across central and south Texas as well as online. Our students can graduate most of our programs in under one year and with real-world experience under their belt.
    $37k-64k yearly est. 15d ago
  • Financial Analyst

    Pronto General Agency

    Finance associate job in Brownsville, TX

    Pronto General Agency, LTD is a managing general agency based out of South Texas that was established in 2005. From its inception, Pronto has been committed to providing a high value insurance product through competitive pricing, superior claims handling and excellent customer service. Pronto has emerged in the insurance market through its captive agencies, independent agents and franchise locations. Job Description Financial Analyst Job Duties and Responsibilities Determines cost of operations by establishing standard costs; collecting operational data. Identifies financial status by comparing and analyzing actual results with plans and forecasts. Guides cost analysis process by establishing and enforcing policies and procedures; providing trends and forecasts; explaining processes and techniques; recommending actions. Develops complex financial forecasts with detail to support the result. Improves financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management. Reconciles transactions by comparing and correcting data. Recommends actions by analyzing and interpreting data and making comparative analyses; studying proposed changes in methods and materials. Increases productivity by developing automated accounting applications; coordinating information requirements. Contributes to team effort by accomplishing related results as needed. Performs complex financial formulas required to evaluate return on investment. Knowledge, Skills & Abilities Requirements -Strong knowledge of GAAP accounting principles and procedures. -Advanced excel based skills for financial analysis and modeling and large data analysis experience. -Ability to make routine decisions in accordance with GAAP based policies and procedures. -Ability to recognize and correct departures from GAAP budgetary practices and procedures. -Ability to follow, prepare and present complex oral and written instructions. -Ability to perform standardized and statistical computations. -Strong communications skills both written and verbal. Pronto Insurance offers our Full Time Employees the following benefits · Medical, Dental, Vision Plans · Disability & Life Insurance · 401(k) Retirement Plan · Paid Vacations, Personal Days & 6 Paid Holidays! Please apply directly at our website! ****************************************** Qualifications Bachelor of Business Administration, major in Accounting or Finance 5 - 10 years in progressive experience in a financial environment Experience in Big 4 a plus (PWC, E&Y, Deloitte or KPMG) Public accounting experience a plus Excellent communication skills both oral and written Proficient in relevant computer software (Accounting software, Microsoft Office) Language: English required, bilingual preferred Additional Information Please apply directly at ****************************************************
    $47k-72k yearly est. 5h ago

Learn more about finance associate jobs

How much does a finance associate earn in Edinburg, TX?

The average finance associate in Edinburg, TX earns between $37,000 and $109,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.

Average finance associate salary in Edinburg, TX

$64,000
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