Sr. Loan Servicing Associate - Commercial Real Estate
Finance Service Representative Job 4 miles from Montgomeryville
Newmark Group, Inc. (Nasdaq: NMRK), together with its subsidiaries (“Newmark”), is a world leader in commercial real estate, seamlessly powering every phase of the property life cycle. Newmark's comprehensive suite of services and products is uniquely tailored to each client, from owners to occupiers, investors to founders, and startups to blue-chip companies. Combining the platform's global reach with market intelligence in both established and emerging property markets, Newmark provides superior service to clients across the industry spectrum. For the twelve months ended December 31, 2024, Newmark generated revenues of nearly $2.8 billion. As of December 31, 2024, Newmark and our business partners together operated from approximately 170 offices with over 8,000 professionals across four continents. To learn more, visit nmrk.com or follow @newmark.
This position requires a highly motivated and experienced Loan Servicing professional who will be responsible for a complex loan portfolio. The individual will be responsible for delivering exceptional service to our internal and external clients (borrowers, investor clients and loan officers). They will manage a portfolio mix of GSE, CMBS, and Life Company loans. Inclusive of our clients, they will interact with Master Servicers, legal counsel, internal and functional area team members. Responsibilities include servicing a portfolio of loans in accordance with policies and procedures, industry standards, loan documents, and servicing agreements. This position is to serve as the point of contact for the clients from the servicing side. They will address and respond to normal and customary questions and inquiries from clients. The position is located in Lower Gwynedd, PA.
Essential Duties and Responsibilities
Point of contact for Newmark servicing clients
Service a portfolio of loans for multiple investors with various complexities - GSE and CMBS; Credit Enhanced, Credit Facilities, Fixed Rate, ARM, and Mod Rehabs
Monitor, administer, or refer borrower requests to the appropriate Servicing functional business unit or outside party upon review of the applicable loan documents and service agreements
Read and interpret loan documents when presented with questions and issues related to their loan portfolio to fulfill client request
Facilitate payoff requests between borrower and payoff team
Monitor payment delinquencies for loans in assigned portfolio. Coordinate collection inquiries to determine nature of default
Research and resolve customer inquiries and promote Borrower Insight when appropriate for borrower self-service
Interaction and communication with other departments regarding borrower inquiries to ensure accuracy in all transaction requirements including billing, reporting, remitting and system set up
Re-price interest rate caps escrow account and set monthly constants with an escalated awareness to market conditions; monitor rate fluctuations on ARM billing and for rate cap purposes. Coordinate interest rate cap renewals with Borrower and investor counsel.
Monitor and review loan specific trigger/tickler events to ensure appropriate action is taken to meet required deadlines
Monitor loan maturities in conjunction with the payoff team and discuss with borrower their plans for upcoming maturity
Monitor portfolio specific reports as required to process any open issues as required
Work with all applicable functional business units to ensure compliance with loan document requirements and borrower requests on all servicing systems
Review written analysis of lease documents and enforce approval conditions with borrowers
Initial contact with borrowers for disaster reporting in the event of natural disasters to assess potential damage.
Assist Director of Portfolio Management with training of new hires, maintaining policies and procedures, and assist with audits.
Core Competencies
Strong written and verbal communication skills to clearly convey loan status
Ability to problem solve and communicate with others at all levels - internally and externally
Must display a high degree of initiative, task ownership and attention to detail
Must be willing and able to research and resolve matters as new issues arise
Ability to work productively and multitask.
Interpret and utilize policies and procedures, investor guides and loan documents
Possess excellent collaboration skills
Ability to organize and prioritize projects, complete multiple tasks on schedule, and function as a committed team player
Work productively in a fast-paced, ever-changing work environment
Qualifications
BA/BS degree in finance, accounting, real estate or other business-related field preferred
3-5 years loan servicing portfolio management experience including knowledge of GSE and CMBS products
Strong working knowledge of loan servicing systems and proficiency with MS Office Word and Excel
Qualifications:
Bachelor's Degree in Real Estate, Economics Finance or another related field required
Minimum of 2 years of experience in commercial real estate is required, including direct experience with investment management, asset management, commercial property management, loan origination and/or underwriting
Must be proficient in Microsoft Excel and ARGUS experience preferred
Excellent verbal and written communication skills
Ability to work in a fast-paced and quickly changing environment.
Working Conditions: Normal working conditions with the absence of disagreeable elements.
Note: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
Trader (Concerts & Music Festivals)
Finance Service Representative Job 18 miles from Montgomeryville
Backstage - Trader (Concerts & Music Festivals)
Are you passionate about live music, data analysis, and trading? Backstage is seeking a talented Trader to join our dynamic team, focusing on concerts and music festivals. This role is perfect for final-year students majoring in Mathematics, Economics, or Finance who have a keen interest in the intersection of trading, ticketing, and the live music industry.
Role Overview
As a Trader at Backstage, you'll play a crucial role in optimizing our marketplace for concert and music festival tickets. You'll analyze supply and demand on Backstage and other marketplaces, develop trading strategies, and contribute to the growth of supply on our platform.
Key Responsibilities
Analyze large datasets related to concert and music festival ticketing trends
Develop and implement trading strategies for our inventory of music event tickets
Conduct market research on the live music industry, focusing on concerts and festivals
Collaborate with product, engineering, and marketing teams to drive data-informed decisions
Assist in creating and improving internal trading tools specific to the music event ticketing market
Be the first tester for new products we plan on releasing to brokers and other ticket buyers
Provide input and direction on features that help move key metrics
Qualifications
Final-year student pursuing a degree in Mathematics, Economics, Finance, or related field
Strong analytical skills and proficiency in statistical analysis
Experience with programming languages such as SQL and Python
Interest for live music, concerts, and music festivals
Understanding of market dynamics and trading principles
Excellent communication and teamwork skills
Why Join Backstage?
Join an early-stage startup where you see the impact on your work immediately and you'll learn more in months than years at a big company
Entry-level compensation plus equity, giving you startup experience and upside potential while still in school
Free tickets to local shows each month, letting you enjoy the industry you're helping to change
Work directly with founders to build features that real fans and artists will use, perfect for kickstarting your career
Apply now and step into the exciting world of concert and music festival ticket trading with Backstage
Seasonal Merchandising Service Associate - Weekends Preferred-Elverson,Pennsylvania
Finance Service Representative Job 22 miles from Montgomeryville
Job DescriptionWhat You Will Do All Lowe’s associates deliver quality customer service while maintaining a store that is clean, safe, and stocked with the products our customers need. As a Seasonal Merchandising Service Associate, this means:
Being friendly and professional, and engaging vendors and associates to meet store needs.
Ensuring signage, pricing information, and displays are accurate so that merchandise is easy to locate.
Creating visually appealing product selections that are safe, clean, and easy for customers to access.
The Seasonal Merchandising Service Associate (MSA) completes merchandising resets and service-related projects accurately, on time, and in accordance with merchandising and safety standards. To be successful, this associate must be able to follows detailed project instructions. The Seasonal MSA builds displays, processes damaged products, rotates and prices stock, resolves project issues or questions, checks third party work completion, and provides proof of project completion.
What We’re Looking For
Hourly Seasonal: Generally scheduled 10-40 hours.
Preferred Weekend morning availability AND morning, afternoon, or evening availability during the weekdays (need varies by location)
Physical ability to perform tasks that may require prolonged standing, sitting and other activities
Minimally must be able to lift 25 points without assistance; may lift over 25 pounds with or without assistance.
What You Need To Succeed
Minimum Qualifications
Ability to read, write, and perform basic arithmetic (addition, subtraction).
Ability to work overnight and weekends as required.
Ability to utilize web based computer programs to accomplish assigned tasks.
Preferred Qualifications
High school diploma or equivalent.
6 months of Lowe’s sales floor experience.
6 months of experience performing product merchandising tasks including reading planograms, setting up and tearing down displays.
3 months of experience operating power equipment such as lifts, order pickers, and similar equipment
Working knowledge of basic tools needed for the job (e.g., hand tools, drills, saws).
Lowe’s is an equal opportunity employer and administers all personnel practices without regard to race, color, religious creed, sex, gender, age, ancestry, national origin, mental or physical disability or medical condition, sexual orientation, gender identity or expression, marital status, military or veteran status, genetic information, or any other category protected under federal, state, or local law.
Starting rate of pay may vary based on factors including, but not limited to, position offered, location, education, training, and/or experience. For information regarding our benefit programs and eligibility, please visit ****************************************
Floating Sales and Service Representative
Finance Service Representative Job 7 miles from Montgomeryville
Meridian Bank (subsidiary of Meridian Corporation, Nasdaq: MRBK) is an innovative team of experts serving the financial needs of entrepreneurs, businesses and individuals. Growing throughout Pennsylvania, New Jersey, Delaware, Maryland and Florida, Meridian offers opportunities for anyone wishing to start or continue a career working in a collegial atmosphere to bring unrivaled service to clients and customers. Member FDIC | Equal Housing Lender
Position summary: Responsible for performing various duties to support the Retail Branch Department; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position. Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information. Assists in the day-day operations of the branch with a sales focus on deposit growth in local territory and develops /helps to manage an account portfolio while delivering excellent customer service. This position will assist our Blue Bell and Doylestown branch locations.
Qualifications required:
Associate's degree in Finance or related field; or equivalent work experience
1-3 years related banking experience or an equivalent combination of education and experience
Ability to work in a team environment
Previous sales and customer service experience in a retail banking environment
Strong computer skills (MS Office, etc.)
High degree of attention to detail and ability to multitask
Prior cash handling experience
Ability to work all hours the branch is open
Essential functions and responsibilities:
Valid Drivers License
Responsible for providing coverage to any of the retail branch locations when needed
Ability to adapt to each branch locations policies, procedures and day to day needs
Provides exceptional customer service by promptly resolves customer issues, responding to questions, and creatively solves problems
Participates in sales campaigns with energy and focus to achieve goals while maintaining quality standards
Engages in outbound calling efforts to establish new business
Meets with and calls prospects/customers and develops an understanding of other financial goals and needs; assesses information and suggests appropriate product and service solutions; educates the prospect/customer on the benefits and value of suggested solutions resulting in closed sales
Demonstrates strong product knowledge and cross-selling aptitude
Processes customer transactions efficiently and accurately, while following policies and procedures. Transactions include but not limited to cashing checks, opening new accounts, accepting loan payments, verifying currency, completing withdrawals, resolving customer issues, and issuing of bank checks
Has a working knowledge of all compliance regulations and bank policies and procedures
Must be capable of developing relationships with customers/prospects and be creative in solving problems
Participates in community events in conjunction with Bank sponsorships, marketing, and networking
Demonstrates and promotes Meridian Bank's Core Values: Our Partners, Our People, Our Bank and Our Communities
Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
Communicates with management and coworkers in order to integrate goals and activities
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
Other duties as assigned
Success factors/job competencies:
Organizational and time management skills
Ability to work with little or no supervision
Excellent interpersonal and communication skills
Timely and regular attendance
Completes work in a timely manner
Actively seeks coaching
Application Access:
Jack Henry
Physical demands, work environment, and location:
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.
Work environment:
The noise level in this environment is minimal.
Location:
Various Meridian Bank locations as assigned.
Meridian is An Equal Opportunity Employer
Sales Representative - Entry Level
Finance Service Representative Job 18 miles from Montgomeryville
As a Sales Representative at PLS Logistics Services, you will act as an essential resource for your customers, helping ship their freight across the nation, 24/7/365. The inside sales role comes with the passionate support of our company and your co-workers around you.
Responsibilities
Your first week
Learn about PLS Logistics Services and the logistics industry
Hear from our top home-grown leaders on how to be successful
Participate in our fully paid training and orientation
Familiarize yourself with our business model and transportation management system
Get on the phones and grow your network
Your first month
Continue to develop a portfolio of clients by cold calling using our provided industry leads
Understand how to negotiate pricing to close the deal
Take charge of client service issues to the point of resolution
Be open to coaching and learning while putting in the time and effort to be successful
Update tracking system accurately throughout the day
Your first six months
Be the trusted advisor to your customer, helping manage their logistics challenges
Liaise with Logistics Coordinators to help shoulder your load and allow you to bring in more business
Seek out promotional opportunities to move up the ranks
Maintain a strong understanding of the industry, including rates, capacities, and carriers.
Your first year and after
You tell us. Write your own ticket.
Pay And Benefits
At PLS Logistics Services, we take pride in attracting top talent. In addition to unlimited PTO and a $52,000 starting salary, our benefits include:
$1,000 signing bonus.
UNCAPPED commission, starting in the first week of training
Full medical, dental, and vision coverage options
Tuition reimbursement
Extensive growth opportunities and a long track record of internal promotions to back it up
401k plan with employer match.
Chairman's Club opportunity - celebrate with the best of best as a reward for being a top sales representative
Fun and welcoming work environment
Extensive, world-class sales and logistics training
Ongoing sales competitions with prizes
Qualifications
Our ideal candidate
Bachelor's degree in related field (preferred)
Self-motivated
Strong communication and interpersonal skills
Strong work ethic
Persistence
Adaptable and dynamic
High energy
Entrepreneurial spirit
Pay Range
USD $52,000.00 - USD $52,000.00 /Yr.
Property & Casualty Customer Service Representative
Finance Service Representative Job 18 miles from Montgomeryville
Job Title: Property & Casualty Customer Service Representative
We are seeking a dedicated and knowledgeable P&C Customer Service Representative to join a growing insurance team in the Philadelphia area. In this role, you'll support clients with their property and casualty insurance needs, providing policy guidance, processing service requests, and ensuring a high level of customer satisfaction. Ideal candidates will be licensed and experienced in servicing P&C policies.
Key Responsibilities:
Respond to client inquiries regarding policy coverage, billing, claims, and endorsements
Process policy changes, renewals, and cancellations accurately and efficiently
Maintain up-to-date knowledge of P&C insurance products and carrier guidelines
Assist with documentation, data entry, and account updates in internal systems
Collaborate with producers and underwriters to support client retention and satisfaction
Ensure compliance with all applicable insurance regulations and standards
Qualifications:
Active Property & Casualty License required (state of PA)
1-2 years of experience in P&C insurance customer service or agency support
Strong communication and problem-solving skills
Proficiency with Microsoft Office and insurance management systems (AMS a plus)
Detail-oriented with excellent organizational skills
Customer Service Representative - Immediate Hire
Finance Service Representative Job 18 miles from Montgomeryville
Customer Service Representative Needed - Immediate Hire
Are you a people person who loves interacting with customers and providing top-notch service? Do you thrive in a customer-facing role where your communication skills can shine? If so, we want you to be part of our team as a Customer Service Representative!
Key Responsibilities:
Greet and assist customers, ensuring they have a positive experience.
Handle customer inquiries and resolve any issues with professionalism and care.
Provide detailed information about products and services.
Maintain a positive and friendly attitude while addressing customer needs.
Collaborate with team members to improve overall customer satisfaction.
Keep accurate records of customer interactions and transactions.
Follow up with customers to ensure their needs are met and they are satisfied with our service.
Qualifications:
Strong communication and interpersonal skills.
A passion for customer service and a desire to help people.
Ability to remain calm and handle challenging situations with a positive attitude.
Excellent problem-solving skills and attention to detail.
Experience in customer service, retail, or a related field is a plus.
Ability to work in a fast-paced environment and adapt to changing priorities.
Why Join Us?
Engaging Work Environment: Work in a dynamic and supportive atmosphere where your contributions make a real impact.
Career Development: Opportunities for growth and advancement within the company.
Comprehensive Training: Ongoing training and development to help you succeed in your role.
Competitive Compensation: Attractive bonus structure with uncapped performance-based incentives.
Inclusive Culture: Be part of a team that values diversity and inclusion.
How to Apply: If you're ready to take on a customer-facing role where you can make a difference, we'd love to hear from you! Please submit your resume and a brief cover letter explaining why you're a great fit for this position.
We encourage recent graduates and aspiring communication professionals to apply!
Join PHL Acquisitions and become a key part of our mission to deliver exceptional customer service!
Customer Service Representative
Finance Service Representative Job 18 miles from Montgomeryville
Terms of Employment
• Duration: 3 Months
• The Customer Service Representative is responsible for supporting the Medicare Appeal process by answering incoming telephone calls, resolving customer questions, complaints and requests adhering to internal policies and procedures and utilizing working knowledge of the organization's services to meet productivity and quality standards.
Responsibilities
• Develops and maintains working knowledge of internal policies, procedures, and services (both departmental and operational)
• Utilizes automated systems to log and retrieve information. Performs accurate and timely data entry of electronic faxes
• Receives inquiries from customers or providers by telephone, email, fax, or mail and communicates response within required turnaround times
• Responds to telephone inquiries and complaints in a prompt, accurate, and courteous manner following standard operating procedures
• Interacts with hospitals, physicians, beneficiaries, or other program recipients
• Investigates and resolves or reports customer problems. Identifies and escalates difficult situations to the appropriate party
• Meets or exceeds standards for call volume and service level per department guidelines
• Initiates files by collecting and entering demographic, provider, and procedure information into the system
• Serves as liaison between the Review Supervisors and external providers
• Maintains logs and documents disposition of incoming and outgoing calls
Required Skills & Experience
• High School diploma or equivalent
• 2+ year's customer service/telephone experience in a similar call center environment and/or industry.
• Must have ability to effectively communicate with team members and external customers
• Must have ability to research and resolve issues related to Medicaid program and service eligibility
Preferred Skills & Experience
• Previous experience in the medical office or other medical setting preferred
• General knowledge of eligibility verification (Medicaid eligibility and program requirements for specific program of focus preferred)
• Knowledge of CPT and HCPCS codes preferred
• PC proficiency to include Microsoft Office Suite
• Experience with Microsoft programs
Sincerely,
Preetam Raj
Lead Technical Recruiter
nTech Workforce Inc
D: ************ EXT: 726
E: **************************
preetam(at)ntechworkforce(dot)com
Treasury Services Associate - Division of Finance
Finance Service Representative Job 18 miles from Montgomeryville
The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. This historic, Ivy League school consistently ranks among the top 10 universities in the annual U.S. News & World Report survey. Penn has 12 highly-regarded schools that provide opportunities for undergraduate, graduate and continuing education, all influenced by Penn's distinctive interdisciplinary approach to scholarship and learning. As an employer Penn has been ranked nationally on many occasions with the most recent award from Forbes who named Penn one of America's Best Large Employers in 2023.
Penn offers a unique working environment within the city of Philadelphia. The University is situated on a beautiful urban campus, with easy access to a range of educational, cultural, and recreational activities. With its historical significance and landmarks, lively cultural offerings, and wide variety of atmospheres, Philadelphia is the perfect place to call home for work and play.
The University offers a competitive benefits package that includes excellent healthcare and tuition benefits for employees and their families, generous retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more.
Posted Job Title
Treasury Services Associate - Division of Finance
Job Profile Title
Accountant/Financial Analyst
Summary
The Treasury Services Associate will provide treasury related support and timely customer service to Penn faculty and staff as well as assist Treasury Services leadership with various cash and credit card training, policy enforcement and oversight across the University.
The role will provide exceptional service delivery for cash/check handling and training, access to online banking platforms, remote deposit capture (RDC) and smart safe access and training.
The role also provides merchant support such as setting up online payment processing and assisting with reconciliation, ordering terminals, and supporting Treasury Services leadership with ensuring campus merchants remain PCI compliant.
The Treasury Services Associate will possess excellent customer service acumen and be familiar/have knowledge of Treasury operations and PCI Compliance.
In the Division of Finance, we recognize diversity and inclusion is paramount to a positive and thriving work environment; it is a business imperative. We are committed to actively fostering diversity, inclusion and cultural competency throughout our research, development, and operational efforts in the Division of Finance. This role will be critical in supporting those efforts and demonstrating behaviors and competencies that reflect Penn's values.
We take pride in the myriad ways that diversity enriches our curriculum, and the cultural and social life of our campus. Penn's commitment to achieving eminence through diversity is ultimately a commitment to creating a more vibrant university so that our graduates will be both stimulated and empowered to shape a better world.
Job Description
Provide exceptional customer service and clear communications to Penn faculty and staffaround all aspects of cash management, merchant services and general revenue processing and application across campus.
The Treasury Services Associate will monitor the Treasury Services support portal in BEN Helps and answer support tickets in a timely manner with superior customer service. This support can include but may not be limited to:
Cash Management: remote deposit capture (RDC) scanner orders, support, and training; setting up new RDC locations; user access and maintenance of online banking platforms and token management; user access to BEN Deposits; smart safe training and support; monitor and support cash logistics across campus, serving as point of contact for vendors (armored couriers/smart safes); other support as needed.
Merchant Services: setting up online and point-of-sale (POS) payment processing; ordering terminals; manage Treasury credit card terminal loaner program; setting up new merchant accounts and Merchant IDs (MIDs), assisting merchants with annual Self-Assessment Questionnaire (SAQ) completion and training; other support as needed.
Accounts Receivable: support Treasury Services leadership in monitoring accounts receivable procedures and systems across campus; provide oversight and support schools/centers in maintaining university vendor profiles for various partners.
University Communications: ensure Treasury Services section of Finance & Treasury website is up to date with current information around cash management, merchant services and revenue processing and application.
Serve as a liaison between the Cash & Debt Management team and Penn staff ensuring revenue gets applied correctly in the general ledger via the Treasury Management System (TMS) and fraud filter authorizations are confirmed. Notify departments of incoming payments, when necessary, with the continuous goal of automating as many transactions as possible. Identify and correct errors, as needed.
Accurately Process School/Center Deposits. Maintain BEN Deposits system and users and monitor cash deposits and cashier's adjustments feeder files.
Maintain Cash and Credit Card Suspense Accounts, including daily reconciliation of items in suspense with general ledger. Perform outreach to departments and payers to try and determine where deposits should be posted.
Support Daily and Monthly Reconciliation of Deposit Activity to General Ledger: resolve deposit discrepancies and prepare correcting entries; perform monthly reconciliations for object codes 1140, 1142, 1144, 1146 and 2401 and submit to Cash and Debt Manager for review and approval.
Support Policy Enforcement and Penn Training: Support the Treasury Services team in ensuring policies are enforced across the university via annual audits, provide in-person training as needed, and assist Treasury Services leadership by ensuring online training for cash & check handling, BEN Deposits and PCI compliance is up to date.
Additional Treasury Support and Administrative Assistance - order deposit supplies; handle foreign and returned checks; place cash orders for departments as needed; manage petty cash accounts and custodians; other duties and responsibilities as assigned.
Qualifications:
Bachelor's Degree or equivalent experience and 3+ years of receivables and treasury experience.
Excellent communication skills, strong analytical, financial and system skills, experience with account reconciliations.
Knowledge of Treasury Management Systems, knowledge of accounts receivable and merchant service support.
Excellent interpersonal, communication and presentation skills.
Demonstrated ability to be detail-oriented and accurate.
Able to handle multiple tasks simultaneously.
Demonstrated organizational and prioritization skills, along with the ability to work within tight and often conflicting deadlines.
Must be flexible, show effective judgement, discretion and have the ability to handle confidential financial matters.
Work effectively in a highly matrixed and decentralized environment with the ability to navigate through ambiguity and demonstrate appreciation and support for diversity, inclusion and belonging in a constantly evolving academic/higher education environment.
Job Location - City, State
Philadelphia, PennsylvaniaAccountant/Financial Analyst
Department / School
Division of Finance
Pay Range
$51,824.00 - $70,000.00 Annual Rate
Salary offers are made based on the candidate's qualifications, experience, skills, and education as they directly relate to the requirements of the position, as well as internal and market factors and grade profile.
Affirmative Action Statement
Penn adheres to a policy that prohibits discrimination on the basis of race, color, sex, sexual orientation, gender identity, religion, creed, national or ethnic origin, citizenship status, age, disability, veteran status, or any other legally protected class.
Special Requirements
Background check required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job.
University Benefits
Health, Life, and Flexible Spending Accounts: Penn offers comprehensive medical, prescription, behavioral health, dental, vision, and life insurance benefits to protect you and your family's health and welfare. You can also use flexible spending accounts to pay for eligible health care and dependent care expenses with pre-tax dollars.
Tuition: Take advantage of Penn's exceptional tuition benefits. You, your spouse, and your dependent children can get tuition assistance here at Penn. Your dependent children are also eligible for tuition assistance at other institutions.
Retirement: Penn offers generous retirement plans to help you save for your future. Penn's Basic, Matching, and Supplemental retirement plans allow you to save for retirement on a pre-tax or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard.
Time Away from Work: Penn provides you with a substantial amount of time away from work during the course of the year. This allows you to relax, take vacations, attend to personal affairs, recover from illness or injury, spend time with family-whatever your personal needs may be.
Long-Term Care Insurance: In partnership with Genworth Financial, Penn offers faculty and staff (and your eligible family members) long-term care insurance to help you cover some of the costs of long-term care services received at home, in the community or in a nursing facility. If you apply when you're newly hired, you won't have to provide proof of good health or be subject to underwriting requirements. Eligible family members must always provide proof of good health and are subject to underwriting.
Wellness and Work-life Resources: Penn is committed to supporting our faculty and staff as they balance the competing demands of work and personal life. That's why we offer a wide variety of programs and resources to help you care for your health, your family, and your work-life balance.
Professional and Personal Development: Penn provides an array of resources to help you advance yourself personally and professionally.
University Resources: As a member of the Penn community, you have access to a wide range of University resources as well as cultural and recreational activities. Take advantage of the University's libraries and athletic facilities, or visit our arboretum and art galleries. There's always something going on at Penn, whether it's a new exhibit at the Penn Museum, the latest music or theater presentation at the Annenberg Center, or the Penn Relays at Franklin Field to name just a few examples. As a member of the Penn community, you're right in the middle of the excitement-and you and your family can enjoy many of these activities for free.
Discounts and Special Services: From arts and entertainment to transportation and mortgages, you'll find great deals for University faculty and staff. Not only do Penn arts and cultural centers and museums offer free and discounted admission and memberships to faculty and staff. You can also enjoy substantial savings on other goods and services such as new cars from Ford and General Motors, cellular phone service plans, movie tickets, and admission to theme parks.
Flexible Work Hours: Flexible work options offer creative approaches for completing work while promoting balance between work and personal commitments. These approaches involve use of non-traditional work hours, locations, and/or job structures.
Penn Home Ownership Services: Penn offers a forgivable loan for eligible employees interested in buying a home or currently residing in West Philadelphia, which can be used for closing costs or home improvements.
Adoption Assistance: Penn will reimburse eligible employees on qualified expenses in connection with the legal adoption of an eligible child, such as travel or court fees, for up to two adoptions in your household.
To learn more, please visit: ********************************************
To apply, visit *******************************************************************************************************************************************************
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Customer Service Representative
Finance Service Representative Job 21 miles from Montgomeryville
Customer Service Representative Requirements Minimum of 1 year of experience in customer service in a high volume, fast-paced environment (preferred) You crave transactional based work where you can check “to-dos” off your checklist You are passionate about customers/clients and are fulfilled by finding solutions in real-time over the phone, or communicating via email
You can work in a fast-paced environment where multitasking and organization skills are required
You pay attention to detail and have strong problem solving and decision-making skills
You are a team player who is self- motivated, has a sense of urgency, and looks for process improvement
You demonstrate integrity, exhibit team spirit and enthusiasm, and establish trust and credibility
You have strong interpersonal, and communication skills
You have an interest in working with a hybrid model both on site and remote.
Company Benefits
Long-term opportunity with a great chance of being hired permanently
Incredible company culture with great growth opportunities
Non-sales
Customer Service Representative Job Description
Our client is seeking individuals to join their team as a Customer Service Representative. As a Customer Service Representative, you will be responsible for handling customer service and support calls as well as data entry. Daily, this role will require you to:
Answer customer service phone calls and emails, and either resolve the issue or escalate the call to the next level.
Document records of customer interactions, transactions, and inquiries.
Provide resolution to any complaints and escalate, as necessary.
Refer unresolved customer issues to designated departments for further investigation.
Enter new customers in multiple software systems using submitted account paperwork.
Enter consumer refunds in a timely and accurate fashion.
Enter and track customer hardware service requests (RMA's).
Hybrid after Training
3 days in the office
Monday & Friday from home
Tuesday-Thursday onsite in Malvern, PA
#RapidHire
#LI-KV1
#ZR
Sales Representative - Entry Level
Finance Service Representative Job 18 miles from Montgomeryville
If you are a recent college graduate or a sales professional looking to start a career in financial services, YOU CAN STOP YOUR SEARCH!
At JG Wentworth we offer a highly awarded training program with the ability to have uncapped earning potential that can reach well into $100K-$150K+.
We have an immediate opportunity available for Entry Level Sales Representatives that are highly motivated and looking to build a successful and rewarding career within the Debt Resolution industry. Ideal candidates will have a strong personality, sense of individuality, and a fervent drive and determination to help others. Honed people skills and empathy are valuable traits that will allow candidates to thrive in a rewarding and prosperous career with us.
See why we've been named the IES Premier Sales Employer Award Winner of 2020,2021, and 2022!
As a Sales Representative with JG Wentworth you will:
Show up ready to learn every day as you and your training class work towards earning your IAPDA Certification and become Certified Debt Specialists within 30 days
Bring a winning attitude as you join a team of Specialists led by Directors and Managers that are among the best in the Debt Resolution industry
Engage prospects through proactive outreach that have requested debt consolidation solutions through various channels
Empathize with clients and analyze customer's financial situations to offer solutions that help our customers achieve financial goals
Collaborate with members of cross-departmental teams to provide exceptional, responsive service to our customers
Have a desire for continuous improvement through ongoing coaching and training
Strive for excellence and achieve or exceed daily metrics and monthly targets while setting our customers up for success
Ensure all sales transactions adhere to compliance standards
Quickly build rapport and establish trust with prospective clients
Manage CRM pipeline and schedule to maximize individual opportunities
We offer:
Flexible Hybrid work schedule
Full Medical/Vision/Dental Benefits
401K with Company Match
15 Days PTO
Paid Vacations & Holidays
An Unmatched Company Culture
On-Site Gym & Gym Membership Reimbursement
Employee Referral Bonuses
Public Transportation Discounts
Business Casual Dress Code
What we are looking for:
Bachelor's degree
Previous sales experience is preferred but not required
Strong business acumen and professionalism
Excellent verbal and written communication skills
High energy, competitive, passionate, and motivated to be #1
Ability to thrive in a fast-paced environment
Capability to think critically and analyze risk
Can work independently and with a team
Extremely detail-oriented
J.G. Wentworth was founded in 1991 and has built a nationally recognized financial services brand based, in part, due to our 877 Cash Now television commercials, which have become a part of American pop culture. But we are more than a jingle.
J.G. Wentworth has grown to become the leader in Structured Settlement payments, Annuity purchasing, and most recently Debt Resolution. We have expanded our services to meet the unique needs of consumers. Our goal is for our customers to achieve financial freedom and meet their goals.
We are…
A+ rated from the Better Business Bureau
IAPDA Certified
An accredited member of the AFCC as well as the Chamber of Commerce for Greater Philadelphia.
IES Premier Sales Employer Award Winner of 2020, 2021, and 2022
Awarded by American Association of Inside Sales Professional (AA-ISP) for our unmatched Coaching Program
Start building your career with J.G. Wentworth today!
J.G. Wentworth is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices
within our organization, including hiring, recruiting, promotion, termination,
layoff, recall, leave of absence, compensation, benefits, training, and
apprenticeship. J.G. Wentworth makes hiring decisions based solely on
qualifications, merit, and business needs at the time.
Senior Financial Service Representative (Universal Banker)
Finance Service Representative Job 17 miles from Montgomeryville
Function Incumbent will create and manage the customer experience by determining the types of accounts and/or services needed to meet their individual financial needs. Incumbent will drive sales through service by developing a positive customer experience and proactively seeking ways to build and expand customer relationships in order to contribute toward the organization's success. This customer-facing role involves assisting customers with a variety of routine and complex financial transactions, including, but not limited to: opening accounts, deposits, withdrawals, and loan applications, as well as cross selling other credit union services like credit cards, investments, insurance and IRA's. Through quality customer interactions that exceed expectations and are rooted in the four guiding principles of Citadel Class Service (Accuracy, Value, Respect and Convenience), incumbent will establish a solid foundation of trust with each and every customer thereby positioning Citadel as the best choice for all their banking needs.
Duties and Responsibilities
Demonstrate a high level of courtesy and efficiency with customers, continuously exceeding expectations and applying Citadel's Class Service Principles of Accuracy, Convenience, Respect, and Value.
Recognize opportunities to promote or sell Citadel's products and services as a means for serving customers' financial needs and meeting or exceeding monthly, quarterly, and semi-annual sales goals.
Accurately perform customers' financial transactions by producing quality work. Role will include cash handling and counting, both by hand and via technology such as Cash Recyclers, ATMs', and/or Inline Teller Machines.
Add value to our customers by offering guided, consultative services that introduce a variety of products & services designed to accomplish every individual's financial goals.
Meet customers' needs by servicing them through a variety of channels, including, but not limited to: In-Person, Outbound Calling Campaigns, Assisting with Inbound Call Center Calls, and Community Events.
Develop and maintain relationships with business partners and specialists in other departments to maximize sales opportunities and achieve sales standards.
Ensure operational and financial safety and soundness through knowledge and sound decision making.
Adhere to Citadel's operational compliance and security policies, as well as applicable state and federal laws.
Demonstrate strong understanding of industry trends, scams, risks/threats and how they impact the customer and our organization.
Interact with others (co-workers, management, customers and vendors) in a professional, tactful, and respectful manner. This includes actively learning, demonstrating and fostering Citadel's corporate culture in all actions and words, as well as treating everyone with respect and consideration, regardless of status or position.
Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to, successful completion of the required background checks and obtaining a unique identifier from the NMLS.
Remain compliant with the Bank Secrecy Act by completing annual BSA training.
Maintain confidentiality of members financial information in a secure and secure manner
Ability to work Saturdays.
Perform other duties as assigned.
Qualifications and Education Requirements
Experience
2 + years of sales and face-to-face customer service experience.
3 + years sales and face-to-face customer service experience. Preferred
Prior financial industry experience. Preferred
Cash handling experience. Preferred
NMLS. Preferred
Notary. Preferred
PC literacy
Ability to navigate multiple software applications
Ability to achieve sales goals through outstanding service.
Strong attention to detail.
A track record of working effectively in a team environment and building solid relationships.
Ability to multi-task.
Excellent communication, judgment, decision and problem solving skills.
Ability to understand and follow direction.
Ability to maintain confidentiality, use tact and diplomacy.
Demonstrate professionalism through dress and demeanor
Ability to develop business organically with a strong customer service background
Self-Motivator who holds themselves accountable for achieving goal
Strong technical skills and ability to work with multiple systems such as CEB machines
Knowledgeable of Citadel Credit Union products such as Mortgages, Auto Loans, Home Equity
Education
High School Diploma or equivalency
Performance Measurements
Performance metrics will be established each year based on corporate and strategic goals.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate. Employees may experience swings in work-related demands placed upon them by members.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, stand, talk and/or hear for extended periods. The employee is occasionally required to walk, stoop, kneel, crouch, or bend. The employee will be regularly required to walk and move fluidly within a Retail Office or Corporate Office environment. The employee must occasionally lift up to 20 pounds. The position requires close visual acuity. Community events can occur in a variety of locations including indoors, outside, or at local employers who partner with Citadel.
EEO Statement
Citadel is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, other protected status, such as race, religion, color, national origin, sex, age. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Sales Representative - $7,500 Housing stipend, $2,500 Sign-On bonus, & PAID RELOCATION
Finance Service Representative Job 18 miles from Montgomeryville
About the role:
TQL is seeking motivated, high performing individuals to apply for our Fast Track Sales Development Program. We will pay to relocate you to Cincinnati, Ohio to train with some of the top brokers in the company. Once you've completed training and built a solid book of business, TQL will pay to relocate you again to any of our 60+ offices nationwide. Our best in-class paid training and mentorship program will teach you everything you need to know about sales, logistics and supply chain management. Top applicants will thrive in a fast-paced environment, have a strong work ethic and a drive to succeed. This is a great opportunity to build a successful career with an industry leader that offers an unmatched company culture, comprehensive benefits and significant opportunities for advancement.
POSITION IS LOCATED IN CINCINNATI - PAID RELOCATION PROVIDED
What's in it for you:
$40,000 base salary with uncapped commission opportunity
$2,500 sign-on bonus
$7,500 housing stipend paid in bi-weekly increments for the first 12 months
Relocation assistance package
Health, dental and vision coverage
401(k) with company match
Outstanding career growth potential with a structured leadership track
Fortune 100 Best Companies to Work For (2023) and Forbes America's Best Large Employers (2022)
What you'll do:
Spend 26 weeks partnered with a successful freight broker
Make calls and establish relationships to build your book of business
Close new and existing customers
Negotiate prices with customers and carriers
Manage daily shipments and resolve issues to ensure timely pickup and delivery
Provide proactive and honest communication, internally and externally
What you need:
Availability to work full-time, 100% in-office
Entrepreneurial mindset and determination to outperform your peers
Strong negotiation skills with the professionalism to handle conflict
A passion for exceptional customer service
College degree preferred
Military veterans encouraged to apply
HVAC Controls/BAS Sales Representative
Finance Service Representative Job 14 miles from Montgomeryville
The company has over 30 years of experience as a commercial and industrial HVAC project and service provider in the Pennsylvania and New Jersey markets. They provide their clients with building controls and automation to meet the needs of their facilities. They are looking for an ambitious and knowledgeable HVAC Controls Sales Representative to join their dynamic sales team. In this role, you will be responsible for driving the sales of HVAC control systems and solutions to commercial, industrial, and government clients.
Key Responsibilities:
Sales & Business Development
Identify new business opportunities and generate leads within the HVAC controls market, targeting commercial, industrial, and government sectors.
Build and maintain relationships with facility managers, engineers, contractors, architects, and project managers.
Develop and implement strategic sales plans to meet or exceed monthly and annual sales targets.
Present HVAC control systems and solutions to potential clients, conducting in-depth product demonstrations and showcasing system capabilities.
Manage the sales process from initial contact through to close, ensuring the delivery of high-quality proposals and timely follow-ups.
Product Knowledge & Solution Selling
Maintain a thorough understanding of HVAC control products, including building automation systems (BAS), energy management systems (EMS), smart HVAC controls, and associated technologies.
Offer expert guidance to clients on product selection, ensuring that HVAC control systems align with their operational, efficiency, and budgetary goals.
Provide customized solutions that improve system performance, reduce energy consumption, and enhance comfort and control in buildings.
Collaboration & Support
Work closely with internal teams, including engineering, project management, and technical support, to ensure seamless integration of HVAC control solutions
Customer Service & Relationship Management
Deliver exceptional customer service by addressing inquiries, providing technical information, and offering ongoing support throughout the sales cycle.
Build long-term, trusted relationships with clients by following up post-sale to ensure satisfaction and promote repeat business.
Market Intelligence & Reporting
Provide regular reports for management on sales activities, customer feedback, market developments, and opportunities.
Track and report on sales progress.
Qualifications:
Bachelor's degree in Business, Engineering, HVAC, or a related field (preferred).
5+ years of proven sales experience in HVAC controls, building automation, or related industries.
Strong technical understanding of HVAC systems, controls, and related building technologies (e.g., thermostats, VAV boxes, air handling units, energy management systems).
Strong problem-solving skills with the ability to work independently and as part of a team.
Proficiency with CRM software (Salesforce, HubSpot, etc.) and Microsoft Office Suite.
Knowledge of energy efficiency solutions, LEED certification, or sustainability initiatives.
Previous experience working with contractors, engineers, or building owners on HVAC control projects.
Industry certifications or licenses (e.g., HVAC, BAS, BMS, or controls certifications) are a plus.
Sports-Minded Sales Representative
Finance Service Representative Job 18 miles from Montgomeryville
Legion Consulting, based in the vibrant city of Philadelphia, PA, is a leading firm in the Energy industry. Specializing in innovative marketing and sales strategies, Legion Consulting delivers comprehensive solutions tailored to the diverse needs of its customer. With a dynamic team of seasoned professionals, the company leverages cutting-edge marketing, analytics, and creative content to drive brand growth and customer engagement. The dynamic business environment of Philadelphia provides the perfect backdrop for Legion Consulting to thrive, fostering a culture of collaboration, creativity, and excellence.
Role Description
This is a full-time on-site role for a Sports-Minded Sales Representative located in Philadelphia, PA. The Sales Representative will be responsible for managing customers, developing and executing sales strategies, and maintaining client/customer relationships.
Qualifications
Strong sales, negotiation, and communication skills
Experience in developing and executing sales strategies
Exceptional relationship-building and client management abilities
Team player with a collaborative mindset
Sales Representative
Finance Service Representative Job 18 miles from Montgomeryville
Sales Representative | Entry Level | Lumina Direct
Are you hungry for success, driven to grow, and looking for a career that rewards ambition?
Do you want to be at the forefront of cutting-edge tech, working with Starlink and WiFi 6 solutions?
If you're looking to break into sales with a company that actually invests in your future, this is your opportunity.
At Lumina Direct, we don't believe in waiting years for a promotion. We develop our talent in-house, fast-tracking the careers of ambitious, competitive, and motivated individuals. If you have the drive to succeed, we'll provide the training, mentorship, and opportunities to get you to the top.
What You'll Be Doing
Represent Starlink and WiFi 6 technology in a face-to-face, B2B sales environment.
Work with both new and existing businesses, helping them upgrade their connectivity solutions.
Learn the art of sales through hands-on experience-no previous experience is required.
Build relationships, close deals, and develop into a leader within our organization.
Work in a fast-paced, in-person role that keeps you on your toes and rewards performance.
What We're Looking For
We want high-energy, ambitious, and competitive individuals who:
Thrive in face-to-face environments and love building connections with people.
Have a strong work ethic and aren't afraid to grind to hit their goals.
Want growth opportunities-we promote from within, and fast.
Are coachable and eager to develop real-world sales and leadership skills.
Don't settle for average-you want to make an impact and be rewarded for it.
Why Join Lumina Direct?
Uncapped earning potential - competitive pay + performance bonuses.
Full sales training - We don't just throw you in; we teach you how to succeed.
Clear career progression - Entry-level today, leadership tomorrow.
Be part of an energetic, driven team - Work alongside like-minded young professionals who are serious about their careers.
Work with cutting-edge tech - Stay ahead of the game with Starlink and next-gen WiFi 6 solutions.
Ready to Prove Yourself?
If you're ready to step into a high-growth industry, challenge yourself, and build a career with no limits, this is your shot.
Apply now and let's get to work.
Lumina Direct is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Independent Sales Representative 1099
Finance Service Representative Job 18 miles from Montgomeryville
About the job
Are you a driven and enthusiastic individual eager to build a fulfilling career in the financial services sector? Patello Insurance Group is on the lookout for dedicated Sales Representatives to become part of our vibrant team. Experience the flexibility of full-time or part-time hours while making a positive difference in people's lives.
**Key Responsibilities:**
- Cultivate and maintain strong relationships with potential and existing clients.
- Conduct thorough needs assessments to identify clients' insurance needs.
- Present and clarify insurance policies to prospective clients.
- Benefit from a lead-driven environment with NO COLD CALLING!
**What We're Seeking:**
- Self-starters with a focus on achieving results.
- Excellent time management and the ability to work independently.
- Commission-based compensation (1099).
- Access to complimentary training.
If you're passionate about making a difference and ready to advance your career, we want to connect with you! Join Patello Insurance Group and elevate your career to new heights.
Sales representative
Finance Service Representative Job 18 miles from Montgomeryville
About Us
We are Virtue Health, a forward-thinking organization dedicated to simplifying self-funding for brokers and employers by designing innovative health plans that enhance benefits while effectively reducing risk. Our mission is to empower businesses with smarter, more sustainable healthcare solutions.
The role
We're looking for a Sales Representative / Market Development professional who thrives on building relationships and closing deals. In this role, you'll connect with brokers, agencies, partners, and clients, guiding them through our solutions and converting them into customers. You'll also attend industry events, workshops, and conferences, representing Virtue Health and advancing new business opportunities.
Success in this role requires exceptional sales acumen, strong interpersonal skills, and the ability to drive results in a fast-paced environment.
Key Responsibilities
Identify, educate, and develop strong broker partners.
Master Virtue Health's programs and their application for brokers and employers.
Create a regional sales plan to support successful attainment of goals and quotas.
Execute sales techniques focused on the full sales lifecycle, from lead generation to closing.
Communicate consistently across the sales team, leveraging internal relationships for collaborative team-selling.
Build trust and alignment across the organization.
Must be currently based in [CITY] with the ability (40%) to travel locally.
Minimum Activity Expectations
Maintain 5-10 national broker relationships selling Virtue's solution.
Prospect brokers, agencies, and partners for 2+ hours daily, making 30-60 outbound calls, emails, or voicemails to pre-qualified leads.
Average 5 broker meetings per week.
Average 10 quotes per week.
Maintain a pipeline equivalent to 5x the annual stop-loss sales goal.
Ensure clean and accurate data in our CRM.
Conduct monthly meetings with the Executive team to review scorecards, quotes, revenue, and pipeline.
Key Qualities We Are Looking For
At least 5 years of experience in sales.
At least 2 years of experience in the self-insured/Stop-loss market is preferred.
Proven sales performance with a demonstrated track record as a top-performing sales professional
Deep industry knowledge and a strong understanding of self-funded health insurance solutions and broker dynamics
Pipeline management experience with the ability to convert leads through CRM platforms
Strong relationship-building skills and the ability to connect with professionals at all levels
Drive and resilience in a fast-paced environment with consistent follow-up and creative outreach strategies
Strategic thinker with the ability to differentiate Virtue Health's offerings from competitors.
High level of professionalism and a role model for brand representation.
This role is for people that:
Are driven by excellence, always seeking to improve and raise the bar.
Operate with unwavering integrity, honesty, and strong ethical values.
Demonstrate consistency, follow-through, and a commitment to high standards.
Take full ownership of their responsibilities, hold themselves accountable, and seek solutions rather than excuses.
Go above and beyond, consistently putting in the effort to deliver exceptional results.
Embrace feedback, personal growth, and continuous learning is essential to their success.
Salary and Compensation
In addition to a competitive base salary, this role is eligible for:
Annual bonuses
Sales commissions
Benefits
Medical insurance
Dental insurance
401(k)
Physical Requirements
This position requires the ability to sit or stand for extended periods and use a computer for prolonged periods.
Commitment to Diversity
Virtue Health is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all team members.
Virtue Health Recruitment Process
Pre-Screening Assessment
Screening Interview
Skill Assessment
Interview with the President
Final Interview
Apply now to join our team and be part of a journey that makes a difference.
Sales Representative
Finance Service Representative Job 21 miles from Montgomeryville
McGill Environmental Systems of NC, a leader in the organic waste recycling and compost manufacturing industry, is committed to protecting and improving the environment. We are seeking a candidate that will join us in creating a more sustainable planet, by promoting the most effective solutions for depleted soils. As a leading environmental company, servicing the mid-Atlantic and Southeastern US, we are committed to utilizing composting technologies that safely and reliably convert the widest range of organic residuals into premium compost products to amend soils, benefiting both the environment and the economy.
We are seeking an outside sales representative to support our manufacturing facilities in New Jersey and Pennsylvania, playing a key role in expanding our existing customer base, qualifying prospects, and driving revenue. The ideal candidate will possess a viable track record in outside sales management partnering with commercial and professional markets.
Top accountabilities and overall objectives:
• Building relationships with diverse market segments including engineering and landscaping architect firms, retail establishments, agricultural partners, commercial blenders, and SportsTurf specialists
• Meet and exceed established goals by driving and growing existing sales revenues through the development and management of existing accounts
• Representing McGill by attending industry functions assisting and preparing promotional materials, at the direction of sales manager
• Develop and present education programs to collaborate with experts in the landscaping, erosion control, and turfgrass markets
• Maintain current and accurate records of sales performance, prospecting, forecasting, and account information
Key performance and qualifications required:
• Bachelor's Degree preferred, or equivalent combination of education, training, and experience
• A proven sales professional demonstrating success in defining and implementing sales strategies, resulting in revenue and market share growth
• Ability to travel within assigned territory and at industry shows and events
• Experience in the landscape and turf grass markets preferred
• Solid computer literacy to include Microsoft office suite and knowledge of CRM programs
• Comfort and expertise in presenting to groups using PowerPoint applications
McGill offers a competitive compensation program including a base salary, commissions, and bonus opportunities. A company vehicle and travel expenses will also be offered. Benefits will include medical, dental, and vision insurance as well as 401K, flexible spending accounts, and paid time off.
Commercial Sales Representative
Finance Service Representative Job 18 miles from Montgomeryville
The field-based Commercial Sales Representative position is responsible for growing revenue and gross profit at accounts in an assigned market segment covering commercial segment facilities. This position is fully remote in the Greater Philadelphia, PA area and reports directly to the sales manager.
Duties and Responsibilities
Lead all sales and account/planning, forecasting, reporting efforts for assigned accounts
Understand, assess, and anticipate customers' objectives, strategies, and requirements to identify and pursue sales opportunities
Complete pre-call planning activities that allow for effective and efficient sales calls
Acquire new customers to maximize growth
Manage small accounts by engaging customer service or directing customer to online ordering
Focus on strategic selling with mid and large size accounts, and sell programs, systems, and solutions
Responsible for escalated customer service issue follow-up, but not the primary contact point for issue resolution
Collaborate with Product Managers, Pricing & Inventory Analysts, Customer Service Reps and other Associates to present "product demos" and other training presentations to accomplish complete full solution selling for the customer.
Call on existing and potential customers to introduce, demonstrate, sell and service company products.
Implement and achieve monthly and yearly sales plan
Provide customer training on company product lines
Qualify potential customers
Maintain expert level of knowledge of company products and competitive product lines
Attend trade shows
Complete expense reports and other administrative duties as assigned
Provide field intelligence on competitive activity, changes in markets, distribution and pricing as well as input on customer preferences and product features
Cost-effectively manage time and assets
Maintain professional presence and poise
Knowledge, Skills and Abilities
Professional experience with B2B customers, including customer needs assessment, sales plan development, pipeline development and territory growth
Valid driver's license with acceptable motor vehicle report (insurable) and clean driving record
Ability to travel frequently throughout territory including overnight travel.
Established relationships with end users and distributors preferred
Competitive mindset and team oriented
Experience with automotive related accounts-Dealership, Fleet, Auto Repair
Experience in developing new, innovative markets
Requires strong business acumen, teamwork, collaboration, accountability, tenacity and communication skills
An expert level of knowledge is required in:
Sales, negotiation, and service
Commercial Facilities & Processes
Communication and interpersonal skills
Organizational and technical skills
Education and Experience
Successful sales history with 2+ years outside sales experience
High school diploma, college graduate preferred
Disciplined and effective use of CRM
Computer proficiency with Microsoft Office products
Physical Requirements
While performing the duties of this position, the employee is regularly required to sit and stand.
The employee regularly is required to walk, climb, or balance.
The employee is occasionally required to lift and/or move up to 20 pounds.
Specific vision abilities required by this job include close vision, color vision, peripheral vision, and depth perception.
Ability to operate a motor vehicle and travel long distances.
Compensation and Benefits
Competitive base salary
Tiered bonus plan, paid throughout the year
Benefits after 30 days, including but not limited to, medical, dental, vision, life.
401k
Vacation and Sick Pay
Tuition reimbursement