Finance Service Specialist Jobs Near Me

City/State Hampton, VA Work Shift First (Days) (United States of America) Sentara Careplex Hospital is hiring a Financial Services Specialist - Full Time Day schedule The preferred FSS candidate will be responsible for pre-registration, insurance verification, communicating and helping secure the patient and insurance financial responsibilities prior to services. The FSS will be key communicators with the patient and liaison between the patient and areas that can secure the patient financial responsibilities and a key driver to ensure authorizations are secured timely. The FSS will be responsible for providing quality pre-registration to ensure no errors and ensure patients insurance is accurate and updated timely. Sentara Careplex Hospital, located in Hampton, VA, is a 224-bed technologically advanced, acute care facility, and Certified Primary Stroke Center. At Careplex, we offer eICU to monitor patients even more closely with state-of-art equipment and computer software. Our outpatient pharmacy makes prescription pick-up more convenient for patients and family members upon discharge from the emergency department or inpatient stays. Other features include specialized services in heart and vascular, urologic care, along with advanced diagnostic and surgical capabilities, a hospitalist program, and one of the state's busiest emergency departments. We are also home to the Orthopaedic Hospital at Sentara CarePlex Hospital, the area's first dedicated orthopedic hospital. Benefits: Sentara offers an attractive array of full-time benefits to include Medical, Dental, Vision, Paid Time Off, Sick, Tuition Reimbursement, a 401k/403B, 401a, Performance Plus Bonus, Career Advancement Opportunities, Work Perks and more.Our success is supported by a family-friendly culture that encourages community involvement and creates unlimited opportunities for development and growth. Be a part of an excellent healthcare organization that cares about our People, Quality, Patient Safety, Service, and Integrity. Join a team that has a mission to improve health every day and a vision to be the healthcare choice of the communities that we serve! Talroo - Allied Health, revenue cycle, pre-registration, insurance verification Job Summary The FSS is responsible for pre-registration, insurance verification, communicating and helping secure the patient and insurance financial responsibilities prior to services. The FSS will be key communicators with the patient and liaison between the patient and areas that can secure the patient financial responsibilities and a key driver to ensure authorizations are secured timely. The FSS will be responsible for providing quality pre-registration to ensure no errors and ensure patients insurance is accurate and updated timely. Qualifications: HS - High School Grad or Equivalent (Required) Related experience Skills Communication, Judgment and Decision Making, Mathematics, Microsoft Office Sentara Healthcare prides itself on the diversity and inclusiveness of its close to an almost 30,000-member workforce. Diversity, inclusion, and belonging is a guiding principle of the organization to ensure its workforce reflects the communities it serves. Per Clinical Laboratory Improvement Amendments (CLIA), some clinical environments require proof of education; these regulations are posted at ecfr.gov for further information. In an effort to expedite this verification requirement, we encourage you to upload your diploma or transcript at time of application. In support of our mission “to improve health every day,” this is a tobacco-free environment.

Responsibilities Answers, screens, and processes incoming calls as well as prioritizes calls, evaluates and analyzes situations to provide appropriate and timely responses, including calls related to chemical spills, fires, leaks, or personnel exposures. Executes relevant standard operating procedures, policies, and protocols. Collaborates with other departments within CHEMTREC to provide input and support, as needed. Performs other related duties as assigned. Qualifications Associate's degree or equivalent experience in similar environment. Required Skills Ability to obtain Hazardous Materials Technician certification and other certifications as required. Two years' experience in information management, chemistry, hazardous materials, hazardous materials transportation, or emergency response/emergency management discipline. Ability to work 12-hour shifts including weekdays and weeknights as well as weekends and federal holidays. Ability to use independent judgment in evaluating situation/issues. Ability to manage and prioritize multiple projects and tasks. Strong oral and written communication skills. Working knowledge of Microsoft Office, including Outlook, Word, Excel, and PowerPoint as well as internet applications. Ability to travel domestically.

Job Title: Quantitative Trader - Futures (3+ Years Experience) About Us: MyFundedFutures is a premier futures prop trading firm, empowering traders to monetize their market potential. We provide a platform for traders to showcase their skills, complete challenges, and receive allocated simulated funds to trade in the futures markets without risking their own capital. Join our dynamic team to help shape the future of quantitative trading strategies and drive innovation in the financial markets! Position Overview: We are seeking a highly motivated and skilled Quantitative Trader with at least three years of experience in quantitative analysis and algorithmic trading. The ideal candidate will have a strong foundation in data analysis, financial modeling, and algorithm development, with proficiency in Python, R, or other relevant programming languages. This role offers the opportunity to work on cutting-edge trading strategies, develop quantitative models, and execute trades in live markets. Key Responsibilities: Develop, test, and implement quantitative trading strategies for the futures markets. Design and optimize algorithms for market analysis, risk management, and trade execution. Collaborate with data scientists, developers, and traders to analyze market patterns and execute high-frequency trading strategies. Analyze large datasets to identify alpha signals and optimize existing strategies. Continuously monitor and improve the performance of trading algorithms, ensuring they meet risk and profitability targets. Ensure compliance with trading regulations and firm's risk management policies. Stay updated with financial markets, new technologies, and emerging trends in quantitative trading. Required Skills and Qualifications: 3+ years of professional experience in quantitative analysis, algorithmic trading, or related fields. Proficiency in Python, R, or other programming languages for quantitative modeling and analysis. Strong understanding of financial markets, particularly futures and derivatives. Hands-on experience with statistical modeling, time series analysis, and machine learning for trading strategies. Ability to work with large datasets and apply data-driven approaches to trading decisions. Solid understanding of market microstructure, risk management, and execution strategies. Strong analytical and problem-solving skills with attention to detail. Experience with trading platforms, APIs, and backtesting tools. Nice-to-Have Skills: Experience in C++ or C# for high-performance algorithm development. Familiarity with distributed systems, cloud infrastructure, or high-frequency trading environments. Experience with portfolio optimization, quantitative risk models, or statistical arbitrage strategies. Understanding of trading platforms and market data feeds. Familiarity with options or equity trading in addition to futures. What We Offer: Competitive salary and benefits package. A collaborative and innovative work environment. Opportunities for professional growth and leadership development. Exposure to cutting-edge trading technologies and complex market challenges. Flexible remote working arrangements. A small, close-knit team where your contributions will directly impact the company's success. How to Apply: Send your resume to ************************ and ************************. Please include examples of your work or a link to your GitHub profile if available.

Are you looking for an opportunity to experience career growth or transfer your skills to a new environment? You will receive training and mentorship to excel as a financial professional. We empower diverse teams to create and lead thriving businesses that help families and businesses secure their financial strategy by offering a broad mix of investment, protection and retirement solutions. As an agency, we advocate for financial literacy, comprehensive planning for all who want access to a broad range of top-tier financial products and services. We focus on helping people take control of their financial well-being, while staying adaptable and confident through life's changes. Our financial services agency is backed by an A-rated global financial services company that currently has 745 million assets under management. Our mission is to help clients live their best lives, and we're a diverse team of professionals committed to that goal. You'll gain valuable skills through a proven onboarding process, learn to build business, prospect clients, and deliver tailored financial plans. We're seeking dedicated individuals who are motivated to make a meaningful impact. If you're committed to success and helping others reach their goals, we'd love to meet you and see if there is a mutual fit. Financial Planning Activities · New client generation utilizing traditional and digital channels · Meet with new clients to determine financial goals · Utilize financial illustration software and deliver analyzed client-tailored solutions. · Equip clients with basic financial fundamentals for budgeting, savings, taxes, retirement and wealth · Comprehensive financial fiduciary client relationships · Business development and business expansion · Leadership, team building, entrepreneurship , Continuous learning Candidate Characteristics · Passion for financial independence · Transfers career/educational skills effectively · Goal is to help people · Leadership & Entrepreneurial development · Virtual and digital working skills · Strong communication and speaking skills · Self-driven, daily discipline, positive · Twin career possible · People skills, team player · 3 + year work experience or college degree + 2 years' work experience · Candidates with the following characteristics are encouraged to apply: entrepreneurs, social and digital marketing, AI, return from career-break, health and fitness, real estate, military, life insurance, financial, business owners, recruiters, coaches, economics, accounting, CPA, sales, law, nurses, teachers, non-profit. · Licenses/ Required: Life, Health Insurance License (already licensed preferred) or obtain within 21 days. · Legally able to work in the United States · Must pass background check and obtain required licenses and CE certificates · This role is offered 100% remote nationwide. Actively seeking candidates in: Los Angeles, California, Hawaii, Arizona, Nevada, Texas, Tennessee, Colorado, Georgia, Michigan, New York, New Jersey, Florida, Oregon. · Compensation: Commission pay, bonus pay and residual income. The right business minded individuals earn income of $65,000- $132,000. We support a diverse workforce, Equal Opportunity for all and do not discriminate against individuals based on race, gender, color, religion, national origin, age,

Are you ready for a new opportunity where you can develop new skills or transfer your experience to a fulfilling career and business? We are looking for talented, motivated and passionate individuals across the country who enjoy helping others achieve their financial goals. The ideal candidate is self-motivated and dedicated to success and appreciates a full but flexible schedule. You will be trained and work remotely from your home office or you can join us at our office in Beverly Hills, California. You will be provided the tools, training and mentorship needed to learn and grow as a financial services professional. You will gain financial advisory skills through a specific, proven on-boarding process and will quickly apply your skills to build business, generate clients, meet with clients, and deliver professional consultative financial advice. You will have the opportunity to earn an income, build a career and build a business with long term growth potential. We work as fiduciaries in an open architecture structure of financial services and products including highly rated national providers. We are backed by a Fortune Global 500 company with over $400 billion in assets under management. Financial Planning & Activities · Generate new clients utilizing traditional and digital channels · Meet with new clients to determine needs and goals · Use financial illustration software and analyze solutions. · Design and deliver a personalized financial plan · Communicate with clients · Develop leadership skills through virtual team meetings, trainings, and continuing education. · Business expansion to all states · Broaden financial knowledge and skills Candidate Characteristics · Passion for financial security · Ability to connect with people · Leadership experience · Great communication skills · College degree or 2+ year work experience · Twin career possibility · Self-driven and entrepreneurial · Team player, leadership and coachable · Candidates with prior experience that have demonstrated success in the role include nurses, medical, social media, life style influencer, leadership, coach, competitive athletes, real estate, entrepreneur, life insurance, financial, recruiting, accounting, economics, sales, technical, remote work, travel and life style. · Licenses/ Required: Life, Health Insurance License or obtain within 30 days (already licensed preferred) · Legally able to work in the United States, citizen, work permit with SSN · Must pass background check, obtain, and maintain all required licenses and continuing education (CE) certificates. · This role is offered as a remote position nationwide. Hybrid optional within Beverly Hills or Los Angeles, CA. · Actively seeking candidates in Los Angeles, and all US states including California, Arizona, Nevada, Michigan, Florida, New York, Texas, New Jersey, Connecticut, Hawaii, Alaska, and Nebraska · Compensation: Commission pay, bonus pay and residual income. The right business minded individuals may earn income of $65,00 -$130,000 We support a diverse workforce, Equal Opportunity for all and do not discriminate against individuals based on race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

For over 30 years, Fairfax Cryobank, a division of GIVF, has provided the highest quality donor sperm that has led to the creation of many happy healthy families. Fairfax Cryobank serves clients nationwide and around the globe. We are seeking energetic and compassionate full-time, entry-level, Client Services Specialists to join our fantastic CS team. Responsibilities: Must be able to handle many inbound and outbound calls to and from clients, listen to our clients' needs and provide helpful solutions to their concerns. Build sustainable relationships and trust with client accounts through open and interactive communication. Must be able to de-escalate situations involving dissatisfied clients, offering patient assistance and support. Meet personal/customer service team sales targets and call handling quotas. Process semen, product, and internet orders Liaison between patients and physician clients Schedule client depositor and designated donor appointments Triage calls to management and accounts receivable Able to handle multiple office responsibilities simultaneously. Other duties as needed. Requirements: Associate or Bachelor's degree preferred or minimum of 2 years of related work experience. Proven experience working in a call center or customer-support role is a huge plus. Must have patience and compassion for clients trying to conceive. Attendance and punctuality are extremely important for this job position. Candidates must maintain regular, consistent, and punctual attendance in accordance with their assigned work schedule. Demonstrate strong phone and verbal communication skills along with active listening. Must be able to multi-task, prioritize, and be detail oriented. Must possess a high level of independent judgment and accuracy. Fluency in Spanish is a plus! Must have working knowledge of Microsoft 365, Microsoft Outlook, and Teams Must have a quiet home office work space Strongly prefer candidates from Virginia, Maryland and Washington DC area. Additional information: $20.00 per hour Quarterly bonus program Work Schedule Options: Remote: Monday- Friday: 11:30am- 8pm ET Remote : Monday - Thursday 10:30am-8pm ET and Saturday 11:30am-3:30pm ET On-site: Monday-Friday 9:30am to 6pm GIVF provides competitive compensation and generous benefits to our employees, including: Health, Dental and Vision insurance Flex Spending Account (FSA) and Health Savings Account (HSA) options Group term life insurance Short-term and long-term disability options 401K plan plus employer match Paid parental leave Tuition reimbursement program Paid vacation and sick time Paid company holidays Job training and development opportunities For more information about Fairfax Cryobank, we encourage you to visit our website at ************************ To apply, kindly email your cover letter, iinclude your work schedule preference and resume to ************* and note CSR in the subject line. Please also indicate your work schedule option. EOE/M/F/D/V **We review all applications and contact qualified candidates via email for further consideration.**

Are you an A player looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm, Clark Financial, in Reston, VA is seeking to add an Licensed Financial Planning Associate to our Team! This Licensed Financial Planning Associate ideal candidate will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building and participation in public seminars to include introducing the main Advisor. In addition this position will service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery. Key Traits: Strong initiative Positive attitude Strong organizational skills Excellent communication; written and verbal Attention to detail and accuracy Proactive management style and consistent follow-through Minimum Requirements: College degree preferred 2+ years of financial service experience required Series 65 or equivalent to get registered as an IAR required Life and Health licensing preferred, or required within 30 days of hire Strong organizational, prioritization, interpersonal and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite. including 365 and teams Experience with Redtail CRM preferred Position Responsibilities: Assist clients with annuities, life, long-term care, and managed money Develop, manage, and retain strong client relationships Assist main Advisors with meeting individual and team goals Resolve any issues regarding new accounts, transfers, or amendments Complete and process servicing requests Maintain database programs Prepare paperwork for new client accounts Salary: $50K-$95K Benefits 401(k) - automatic 4% company contribution based on salary Health, Dental, Vision, LTD, Life and AD&D Continuing education stipend/reimbursements Wellness Reimbursement All Federal holidays PTO Hours: Monday - Friday 8:00am-5:00pm Some evenings required for client events

Do you desire to be part of a nation-wide company that has a “family business” environment? If so, Pence Financial Group is the place for you. As a Client Service Specialist, you will be the primary contact person for the team. Your objective is to ensure all parties have a positive experience as you service client accounts and provide support to our advisors and their team. Attention to detail and a professional demeanor are imperative to success. As you succeed in your primary duties and excel at articulating the values and principles of our firm, your role will continue to expand. You will assist in performing the daily operational functions of an extremely fast-paced office environment, as well as managing client relationships on the firm level. Time management, versatility and adaptability in a constantly evolving and high-pressure environment are imperative. Responsibilities: Direct client contact - answer questions about accounts, etc. Coordinate all schedule logistics for prospects & clients as they meet with advisors Prepare and process new account paperwork Process service requests for clients Prepare correspondence Maintain client files Conduct client outreach Prepare/process paperwork, service requests, and back-office support as needed Work with team to ensure client experience Complete various projects and administrative functions, as assigned Thorough follow-thru on all tasks assigned Assist with client events, as needed Ability to travel to assist other locations, as needed Other duties as assigned Required Qualifications: Financial services experience; LPL preferred Outstanding organizational and time management skills Ability to proactively assess situations and work/think independently Experience working with a Customer Relationship Management (CRM) system - preferably SalesForce Excellent phone skills Computer literate Excellent written and verbal communication skills College degree or equivalent experience preferred Military experience a plus Full time in office position located in Alexandria, VA Hours are 8:30 AM - 5:00 PM Monday-Friday

Fulltime, Direct Hire Downtown Portland with paid, covered parking Onsite with flexibility to work from home one day per week Nonprofit What you should know: Mulberry Talent Partners is the proud partner to a fast-growing local nonprofit organization that serves over 500 participants daily. If you find you are seeking purpose in the work you do and want to blend your expertise in financial stewardship with mission driven work, we look forward to speaking with you. Reporting to the Finance Manager, you will support a team including accounting and finance. Be a part of a “we care for you” culture who enjoy working together for a greater purpose. A day in the life: Analyzes Financial Data and alerts the Finance Manager Director of any concerns or potential issues found. Enters Budgets for each program into QuickBooks Online, double-checking for accuracy. Tracks spending habits for trends that may require additional spending review. Identifies appropriate Financial Controls, working with the Finance Manager and Director of Finance to maintain and implement safeguards against intended or unintended misuse of funding. Reviews Budget vs. Actual reports to identify areas for improvement, and communicate these findings with the appropriate parties, including the Director of Finance. Imports or input ADP payroll and allocated expense data into the Cost Allocation document, keeping it, accurate as new information is available. Reviews and Audits Payroll benefit reports and reconciles discrepancies. Provides financial oversight of employee spending and provide documentation supporting investigatory meetings when necessary. Uses data from the Cost Allocation document to appropriately distribute expenses across appropriate programs, maintaining compliance with the contractual expectations of our funders. Adheres to all financial Grant Requirements as communicated by the Director of Communication and Development as well as requirements stated in the grant documents. Monthly Financial Reports for the Directors, Board of Directors, and others as needed. Annual Budgets and Reallocations of Budgets. Accounts Receivable, often in the form of monthly invoice creation for funders, per actual data within QuickBooks Online. Other responsibilities as assigned. Your areas of knowledge and expertise: Bachelor's degree in Finance, Accounting, Business Administration, public administration, or closely related field 2+ years of experience in full-cycle accounting/finance Proven ability and experience in budget analysis, auditing, and financial report discrepancy resolution Proficient in QuickBooks Online and MS Excel required Experience with ADP preferred Compensation and Benefits: $66,950 annually with annual and two automatic annual three percent pay increases. A few benefits you will enjoy - Paid parking, paid medical benefits, 401k and employer match, paid time off and holiday pay! Mulberry Talent Partners is dedicated to connecting exceptional talent with exciting opportunities. By applying for this position, you will also be considered for other open positions within our network. If you are already part of our community, we encourage you to reach out directly to one of our recruiters regarding any specific roles that catch your eye!

Koloma is a cutting-edge hydrogen start up, backed by some of the top climate tech investors on the planet. We are developing technologies that will enable the production of low cost, 24/7 available, carbon-free hydrogen. Our team is led by seasoned energy executives and world-renowned technical thought leaders. We are looking for a Senior Finance Associate to join us in our office in Denver, Colorado. Candidate Requirements: Undergraduate degree in finance, economics, accounting, or engineering 8-12 years' experience in oil and gas, energy investment banking, or private equity Experience building and evaluating energy projects and pro forma financials, performing market analysis, contract structuring, and negotiation Experience managing end-to-end transaction workflow, from preparation of materials such as management presentations and VDRs, to presenting to investors, through to negotiation, due diligence and closing Experience building productive, executive-level relationships Proficiency with creating board of directors and investor materials FP&A experience and/or proficiency Expert MS Office suite user Self-starter with the ability to operate in ambiguity Preferred Qualifications: Technical experience in an operating energy company prior to financial role Experience on buy or sell side transactions in energy Experience working with computational tools such as Aries (or other economic evaluation software), Spotfire, GIS mapping, web scraping, and data analytics Job Responsibilities: Be a thought partner to the CFO regarding corporate development and financing initiatives Lead financial modeling efforts in techno-economics, project pro formas, and broader company financial pro formas Build and operate project and company valuation tools using industry best practices Manage company data rooms and diligence during fundraising and partnership negotiation efforts Build and maintain pitch decks and other company introductory materials Maintain relationships with financial partners Assist in all investor relations and strategic partner relationship efforts Onboarding Notes: Koloma provides exceptional benefits including healthcare, vision, dental and a 401k plan This is an in-office role in Denver, Colorado. Koloma supports flexible schedules and remote work where practical, but maintaining our strong culture, focus, and momentum requires team members to be in-office for up to 80% of working hours Travel will be required in this role Industry-competitive compensation with significant stock option upside Ideal Start Date: Immediate This job description is not designed to contain a comprehensive list of duties or activities that are required, and some responsibilities may change.

About the Company Data Intelligence, DI is an established small business that has supported the critical missions of our government clients since 2005. We provide full life cycle system development, systems engineering, cybersecurity, and supporting analytical and logistics support to C4ISR and other complex systems. We are an equal opportunity employer that offers competitive salaries, comprehensive benefits, a team-oriented environment, and opportunities for advancement. Our excellent employee retention record reflects our employee focus. We work with Veteran's organization to proactively hire those who have served our country. We offer medical, dental and vision insurance, 401k, PTO and 11 paid holidays. About the Role DI is looking for a Legislative Support in Quantico, Virginia. This position will mostly be onsite with an allowance of working remotely one day a week. Responsibilities Provide support to the CODIS Program, to include: Providing legislative monitoring/support and planning Preparing, and conducting presentations Other support functions Annual CODIS Conference Scientific Working Group on DNA Analysis Methods (SWGDAM) State CODIS Administrators meetings NDIS Board Software demonstrations Monitor Federal, State and case law for revisions relation to the constitutionality of DNA databases and their use Provide research and supporting documentation for use in litigation involving the Federal Convicted Offender Program and challenges to State DNA database laws Maintain model provisions for DNA database laws for use by States seeking to revise their existing laws Review pending Federal regulations and legislation on DNA Maintain a current CODIS State Administrator's Manual to ensure it is consistent with Federal laws, regulations and case law Research and prepare memoranda on issues affecting DNA databases and NDIS assist with NDIS procedures and meetings Audit support-respond to request for information, prepare reports Required Skills Minimum 5 years' Judicial and legislative experience Minimum 5 years' experience in legislative research in forensic DNA. Minimum of three (3) years of working experience with the latest version of Microsoft Office Suite (Word, Excel, and PowerPoint) and SharePoint (User) Preferred Experience with and knowledge of the FBI CODIS program, its use by law enforcement agencies at the state and national levels At least secret level security clearance Preferred Experience with and knowledge of the FBI CODIS program, its use by law enforcement agencies at the state and national levels Equal Opportunity Statement Data Intelligence is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, age, color, religion, creed, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.

“We're a get-sh*t-done work horse agency. We're not sitting around wasting a bunch of their (client) money and time on fluff.” - Tim Brown, CEO Does that resonate with you? This may be the place for you. What we're looking for: First + foremost: Someone passionate about client success, digital marketing, and building longterm relationships 4 years of professional experience, ideally with 2 of those years in a marketing environment Bachelor's degree in marketing, business, or a related field (or equivalent experience/strong business acumen) “Executive presence” and the ability to thrive in a highly client-facing role Strong organizational skills and attention to detail Ability to manage multiple tasks and deadlines in a fast-paced environment A basic understanding of SEO, PPC, and digital marketing concepts is highly preferred A customer-focused mindset with a desire to build meaningful relationships Proficiency in Google Workspace and tools such as Agency Analytics, CallRail, or Ahrefs is a bonus Comfortability consistently upselling Agency experience and experience working with contractors is a plus Winning energy + can have fun under pressure Passionate about our Core Values: SCRAPPY: We're always looking for more efficient ways to do things. We do more with less, and we turn constraints into inspiration. We love to say “Just f-ing Google it”! EXTREME OWNERSHIP: We take more accountability + responsibility than is necessary or comfortable. We make decisions with an owner's mindset. GET SH*T DONE: We act with urgency in our work + gamify it to get as much done as possible. What you'll be doing: Client Communication : Serve as the day-to-day point of contact for assigned clients, addressing questions and concerns with professionalism Reporting Support : Assist in preparing and delivering monthly SEO + PPC performance reports, ensuring all data is accurate and insights are actionable Project Coordination: Collaborate with internal teams to ensure deliverables align with client goals and timelines Retention Efforts: Build trust with clients by understanding their goals and helping identify opportunities for additional Hook services Meeting Preparation: Support Account Managers in prepping for client calls, including reviewing analytics dashboards, verifying KPIs, and summarizing progress Onboarding Assistance: Help facilitate the new client onboarding process, ensuring a smooth transition from sales to recurring services The Account Specialist will work closely with the Account Managers, helping to manage client communication, assist with reporting, and ensure seamless project execution. The base salary for this role is $55,000 annually plus commission. We are in the office 3 days a week and work from home on Wednesdays + Fridays, however new hires are required to work in-office 5 days a week for their first month while they integrate into the team. We have a 30-day probationary period in place with all roles. *This is a hybrid role, requiring at least 3 days in the office after the initial probationary period. If you are not able to work in our North Loop Minneapolis office, please do not apply. * Ready to do this? Here's our hiring process: 1. Click the link below + send in your resume 2. Phone screen 3. Two in-person interviews 4. Skills Test/Video 5. If it's a good fit on both ends, we'll send you an offer 6. Come work with the coolest 30-person team in the Twin Cities⚡️ Core Values 👑 Extreme Ownership: Take more responsibility & accountability than is necessary 💪🏿 Get Shit Done: Prioritize what's important & execute with urgency 💥 Scrappy: Grit. Just f'ing Google it! Ask for forgiveness, not permission. Benefits & Perks 😍 A culture of encouraging each other 👩🏽 ⚕️ Health, Dental + Vision insurance and FSA 💰 401k Company Matching 🏥 We cover a portion of health insurance premiums 🧠 We contribute $ towards mental health counseling 🏠 Hybrid work model with 2 days a week remote 📚 We pay for at least one course per quarter 💎 Clear goals + supportive accountability to meet them 🧀 Culture things like Cheese Club, DEI Committee + social events 🏋🏻 ♂️ Professional Development Opportunities 🏝 Unlimited Paid Time Off 💪🏽 Lifetime Fitness Discount 🗣 Keynote speakers on personal + professional development topics ♻️ Bi-Weekly 1on1's with leader ⚡️ 90-Day check-ins with company owners ☕️ Coffee, snacks, beer, wine, etc. kept in stock 🍾 Champagne pops for website launches + celebrations Hook Agency is anti-racism & anti-prejudice against sexual orientation and gender identities. We are committed to being more inclusive of less represented groups in the marketing industry, as well as of different mindsets & opinions on the world than the majority. We are actively striving towards hiring individuals from diverse backgrounds & including those voices in planning and employee development. 💜 🤎 🧡 💛 Lastly, we are a small company and will take the time to find the right fit. Just know that all of us at Hook Agency come from different backgrounds. Many of us were told we didn't have the resume skills, experience, or accolades to even be considered for marketing jobs. We use that as a (positive) chip on our shoulders and have made it our commitment to look at every candidate's ability, character, and spirit & not judge them based on their past, labels, or identity. Even if you don't end up working here, we'd be honored to help you along your journey.

MUST HAVE Active TS Clearance with or ability to obtain SCI Job Summary: Policy Developer to our team to support an exciting DoD mission. Job Description & Requirements: Duties include policy drafting, authoring, analyses, proof-reading, and composition of relevant DoD Special Access Program (SAP) technical information. Crafts and edits policy and technical documentation with appropriate DoD terminology. Conforms technical information into clear, readable documents to be used by technical and non-technical personnel. Leads the development of documents and reports to include updating graphical presentations to improve the quality and enhance the usability of documents.

JOB DESCRIPTION You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************* ABOUT US Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Fannie Mae, Merck, Okta, or Salesforce among many other leading organizations in the National Capital Region area. Are you eligible? You can apply to Year Up United if you are: - 18-29 years old - A high school graduate or GED recipient - Eligible to work in the U.S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelorʼs degree What will you gain? Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: - Cyber Security - Data Analytics - Helpdesk/Desktop Support - Project Management Support - Banking & Customer Success - Business Fundamentals Get the skills and opportunity you need to launch your professional career. 75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year. PandoLogic. Category:General, Location:Lorton, VA-22079

Reporting Structure: The iMIS Specialist reports to the Senior Director, Information Technology This entry-level position offers an opportunity to gain hands-on experience with iMIS, our association management system. The role will work with all business units to provide iMIS support, deliver new functionality, and training. Qualifications Bachelor's degree in Information Technology, Computer Science, Business Administration, or a related field 1-2 years experience working with iMIS and RiSE. Knowledge of ReportWriter and Forms Builder a plus. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). Experience with HTML, CSS, JQuery or web development a plus. Understanding of data management and reporting best practices. Strong analytical and problem-solving skills with attention to detail. Excellent communication and interpersonal skills, with the ability to work effectively across teams. Key Responsibilities Serve as a primary iMIS support resource for the Academy, addressing questions and troubleshooting issues as they arise. Work with IT staff to deliver new functionality to users. Specific Duties Help troubleshoot and resolve basic system issues related to iMIS functionality and user experience. Develop queries to support business unit data needs. Assist in onboarding and training new users on iMIS functionality, ensuring they understand how to access and use the system effectively. Assist with data integrity/clean-up initiatives. Create reports and/or dashboards. Assist in implementing and testing iMIS add-ons. Assist with iMIS configuration as needed. May participate on internal teams, either through formal assignment, or on an ad hoc basis. Duties and responsibilities may be added, deleted, or changed at any time at the discretion of management, formally or informally, either orally or in writing.

Job DescriptionAbout this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for Branch Banking as part of the Consumer and Small Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com . In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work weekends and holidays as needed or scheduled Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************ ) provides the MU4R questions and registration required for employment in this position Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting End Date: 16 Sep 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

The Closing Specialist is responsible for the closing documents, management of closing funds and maintaining file quality in compliance with all state regulations, underwriting requirements and branch procedures. Primary Responsibilities Work closely with closing officers, title department, and vendors to obtain all required 3rd party verifications and other supporting documentation needed for preparation of closing documents. Prepare title commitment and title policies in accordance with review of underwriting requirements, title report and survey, where applicable. Responsible for the preparation of documents required for closing, including the Deed, which should be prepared in accordance with attorney approval and buyer tenancy request. Responsible for maintaining a complete understanding of Quality Control/Audit procedures, corporate policies, regulatory policies and all procedures related to government disclosures in order to review closed files for accuracy and compliance. Verify receipt of all funds necessary for disbursement and ensure case funds balance. Issue and deliver checks in a timely manner, initiate wires, and allocate settlement fees to appropriate income accounts. Ensure accuracy of Deed and Security Instrument and record in the appropriate jurisdiction's land records within required time and in accordance with state laws and company policy. Qualifications Attention to detail Time management skills Follow up and control Organizational Skills Team Player *No prior experience in the mortgage or title industry is required for this opportunity!

Benefits RepresentativeCrafting Brighter Futures for Families At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of Globe Life embodying our values and commitment. Primary Responsibilities: Engage with clients to understand their financial goals and concerns. Present tailored solutions to safeguard their assets effectively. Maintain a pulse on the industry, ensuring you offer the best and most updated advice. Foster relationships and ensure our clients always have someone they can turn to. Why Globe Life? Remote Work: Enjoy the flexibility of a full-time remote role. Unlimited Earning Potential: Your dedication determines your earnings. Company Culture: At Globe Life people are ambitious but respectful, high-energy, and treat every member like family. Grow with Us: Dive into continuous learning and development opportunities. Application Process: 1. Submit Your Application: No stringent qualifications needed. We believe in potential. 2. Virtual Company Overview: Once your application is in, you'll receive an invite to a virtual overview, detailing everything you need to know about the position. This session lasts 20-30 minutes, and you can self-schedule at your convenience, often on the same day. 3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. FAQs: When will I hear back after applying? Typically, within 24 hours. Is there any specific software I need for the virtual overview? No, our platform is accessible through any standard web browser. Details will be provided in the invitation. What's the growth trajectory for a Benefits Representative? Our focus is on continuous learning and development. Many of our representatives have seen exponential career growth within Globe Life.