Advocate jobs at First Financial Bank

- 387 jobs

Worklife Specialist II
First Financial Bancorp 4.2
Advocate job at First Financial Bank
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. Attracts, develops, retains, and grows successful client relationships within the Consumer Bank by focusing on commercial and small business clients. The WORKlife Specialist is responsible for developing, defining, and executing the strategy that positions First Financial as ‘The' community bank for businesses and organizations to provide or expand financial wellness benefits to their employees/members at no expense to the employer. The WORKlife Specialist reports into the Retail Bank. They will work in a designated financial center, district(s) and region, and will be held accountable for executing and achieving the stated goals and objectives of the retail and consumer bank. Essential Functions/Responsibilities Partner with Retail Banking leadership and WORKlife Program Manager to execute against consumer bank strategies and objectives to attract, retain and grow core business/commercial relationships in our communities. Develops and implements strategies/plans to engage districts and markets, establishes behaviors and routines to achieve success in the WORKlife Program. Achieving established individual production and growth goals, district and region goals and objectives Manage WORKlife efforts within district and/or region to ensure all WORKlife accounts are onboarded and have a continued focus. Initiate and maintain client and prospect contact through timely and relevant contact strategy. Establishes personal sales plans/strategies for assigned districts and region to achieve success with companies and organizations in the market, leveraging and following up on leads and campaigns to deepen and win new opportunities. Proactively calls on existing and new business owners and key decision-makers to establish opportunities that drive new membership to the WORKlife Banking Program, anchored with a core checking account. Proactively calls on and partners with commercial, business banking, treasury, retail, other partners to offer the Worklife Banking Program. Takes on a holistic approach when presenting and discussing the WORKlife Banking Program to companies and organizations, leveraging financial wellness, other partners. Be a knowledge leader in the WORKlife Banking Program, capable of presenting and organizing all efforts to deliver the program to business owners, in group settings with employees, coworkers, COIs, etc; educational offerings, bankstore materials, marketing collateral, presentation decks, products, services, relationship benefits, and all WORKlife specific resources available. Supports WORKlife Program Manager and Retail Leadership on challenging/complex situations with WORKlife clients and working to identify new introductions and opportunities to succeed in every market we serve. Serves as a liaison and knowledge resource for financial center teams and associates with respect to the WORKlife Program; educational offerings, products, services, campaigns/promotions, program enhancements, etc. that impact how we succeed with the program and driving new and deepening existing company relationships with their employees. Assists program manager with providing leadership, feedback and guidance that leads to improving the program and long-term success in WORKlife within the assigned districts and region. Participates in bank marketing and sales efforts, especially within the district and assigned region; contributes to initiatives and programs designed to promote organization's strategic priorities. Complies with all bank, loan and regulatory guidelines and policies, maintaining operational excellence with loans and deposits within the portfolio. Identify and develop the WORKlife book of companies and organizations; providing in-market knowledge, support and involvement in fostering these relationships and uncovering opportunities. Regularly introduce and include nearby branch teams/leaders, specialists, and partners from around the bank as needed that can provide opportunities to deepen and expand the impact of First Financial with WORKlife companies. Regularly perform group presentations and 1:1 consultation with employees of WORKlife companies and their respective leaders, educating and presenting First Financial banking solutions; loans, deposits, wealth, planning, financial wellness, etc. Function as company's point of contact and trusted advisor for the WORKlife program. Participate and lead in huddles within district/region meetings to support sales and service activities across the regions they serve Consistently meet or exceed sales goals as set by management, by effectively collaborating with lines of business in an effort to assist clients meet their financial needs. Provide coaching and feedback to bank associates, educating others on activities, successes, and overall performance of the WORKlife Program and strategies going forward. Hold periodic meetings with district and market leadership, as well as regional presidents and key stakeholders supporting the region and program, to align all resources around our plan and to prioritize actions. Create powerful strategic partnerships with internal and external partners to establish priorities and identify needs within the markets we serve. Build relationships that will allow us to create opportunities for FFB to partner with companies and organizations in the community to create plans, strategies, and tactics that serve the small businesses and owners. Leverage connections within the districts/region assigned to actively market campaigns, promotions, and products that are applicable businesses and organizations and their owners/employees. Accountable for performance of the district and region from a WORKlife perspective, and leadership of the local teams. This is accomplished through on-going coaching, development and performance management, development planning, on-going performance feedback and coaching on results. This role is also responsible for the adherence to all compliance and regulatory procedures. Including, but not limited to: BSA, Check 21, CIP, CRA, HMDA, Reg B, Reg D, Reg E, Reg CC, Truth in Savings, Privacy Compliance and the Patriot Act maintains overall responsibility for their book of business. Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job 5-7 years client experience in banking and/or in the financial services industry with experience working with businesses and organizations or in a retail or business banking role within First Financial. 5-7 years sales and service experience with previous success in achieving sales and service goals in a retail or business environment. Bachelor's Degree or equivalent experience combination of education and work experience in sales preferred. Strong working knowledge related to consumer and commercial banking; deposits, credit, treasury, employee benefit programs, investments. Demonstrated success with consultative, needs-based selling. Experience working with senior levels of organizations with strategic planning and execution. Excellent interpersonal, verbal and written communication, organizational, managerial and project management skills, with an emphasis on presentation skills to small and large groups. Well-developed customer relations skills; ability to influence without authority Ability to manage multiple tasks/projects and deadlines simultaneously. The ability to work well independently with limited direct supervision. Demonstrated ability to work both independently and as part of a team. Preferred Knowledge and Skills Level of Complexity and Scope Degree of Independence and Decision-Making Required Supervisory Responsibilities Physical Requirements Occasionally lifts and carries up to 20 lbs (ability to set up presentations) Occasionally walks. Frequently sits, stands and drives. Compliance Statement The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements. Development and Training Benefits We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide. Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions. It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are an E-Verify Employer.
$25k-31k yearly est. Auto-Apply 60d+ ago
Case Manager
First Choice Brokerage Corporation 4.1
Palm Valley, FL jobs
About the Role We are seeking a proactive, organized, and detail-oriented Case Manager to join our Life Insurance Operations team. This role is responsible for managing the complete new business and underwriting process for life insurance cases-ensuring every case moves efficiently from submission through placement. The ideal candidate thrives in a fast-paced, structured environment, communicates clearly and professionally, and takes ownership of delivering exceptional service to advisors and clients. What You'll Do • Manage a portfolio of 50-70 pending life insurance cases from submission through placement. • Review new life insurance applications to ensure all requirements are complete and 'in good order'. • Order and track medical requirements, medical records, exams, and other underwriting documentation. • Act as the liaison between financial advisors, clients, vendors, and carriers-providing timely case status updates and resolving issues quickly. • Proactively follow up with all parties to ensure each case progresses smoothly and meets service level standards. • Advocate and negotiate with carrier underwriters to secure the best possible underwriting outcomes for clients. • Partner with the internal underwriting team to review escalations or complex cases. • Maintain accurate documentation and records in internal systems such as eApp, eDelivery, SharePoint, Agency Integrator, Outlook, and Vital Term. • Build and maintain strong relationships with advisors, internal team members, and carrier contacts. • Provide high-quality customer service as the primary contact for financial advisors on case-related matters. • Develop a solid understanding of carrier products, procedures, and underwriting guidelines. What You'll Bring • 3-5 years of experience as a Life Insurance Case Manager in a multi-carrier environment. • Proven ability to manage complex or high-net-worth cases for independent advisors. • Strong understanding of the life insurance sales process and client communication best practices. • Excellent organizational and follow-up skills, with the ability to manage multiple cases simultaneously. • Proactive problem solver who takes ownership of outcomes and demonstrates initiative. • Experience working across multiple systems, managing both electronic and physical documentation. • Strong written and verbal communication skills; ability to build trusted relationships. • Familiarity with medical terminology and life insurance underwriting processes preferred. • Education: High school diploma or equivalent required; higher education a plus. Preferred Licenses & Certifications • Life & Health License • Series 63 • Series 6 Why Join Us • Competitive base salary • Comprehensive benefits package • Collaborative, professional work culture • Opportunity to make a direct impact in a high-performance team supporting advisors nationwide
$28k-40k yearly est. 2d ago
Commercial Counsel
Booster 4.1
San Mateo, CA jobs
About the role We are seeking a proactive and business-oriented Commercial Counsel to join Skydio's world-class Legal team. In this role, you will work closely with our Sales team and other cross-functional partners to draft and negotiate a wide range of commercial agreements. You will be instrumental in shaping the legal and business framework that fuels Skydio's strategic growth, whether by closing deals, refining partnership processes, or advising business leaders on risk-aligned strategies to accelerate sales. This is a unique opportunity for an entrepreneurial attorney who thrives in a fast-paced environment and values creativity, autonomy, and collaboration. You'll have the chance to influence our commercial strategy and build scalable legal processes for one of the world's most innovative robotics companies at a time of significant expansion. Although we would prefer to base this role in our San Mateo, CA headquarters, we are open to extraordinary remote candidates. How you\'ll make an impact Review, draft, and negotiate a broad range of commercial agreements, including enterprise sales, SaaS, partnership, vendor and supply chain agreements, and master services agreements. Develop and refine templates, playbooks, and workflows to streamline contract management and align with business objectives. Work closely with Sales, Finance, and other departments to understand strategic goals and address legal considerations. Oversee the contract lifecycle through our CLM platform and other business applications, ensuring a smooth, speedy and compliant process. Offer pragmatic and business-focused legal advice on a range of issues, including product counseling and privacy considerations, as needed. Contribute to Skydio's entrepreneurial culture by exploring fresh ideas, identifying risk areas, and finding smart, creative ways to address them. What makes you a good fit You hold a Juris Doctor and are admitted to practice in at least one U.S. jurisdiction. You have 4+ years of experience negotiating complex commercial agreements, ideally with a high-growth startup or similarly fast-paced environment. You excel at structuring and negotiating deals, communicating clearly, and providing actionable, business-oriented guidance. You manage multiple projects with competing deadlines, maintaining a high standard of accuracy and follow-through. You thrive in collaborative settings, understanding that building strong relationships across departments is vital to success. You're comfortable with ambiguity, eager to problem-solve, and take the initiative to drive projects to completion. Experience with product counseling, data privacy, and regulatory issues relevant to robotics is a plus. Experience with international, federal, state or local government contracting is ideal. Compensation At Skydio, our compensation packages for regular, full-time employees include competitive base salaries, equity in the form of stock options, and comprehensive benefits packages. Compensation will vary based on factors, including skill level, proficiencies, transferable knowledge, and experience. Relocation assistance may also be provided for eligible roles. The annual base salary range for this position is $170,000 - 245,000. We believe that equity is key to long-term financial growth, and we ensure all regular, full-time employees have the opportunity to benefit from the company\'s success. Regular, full-time employees are eligible to enroll in the Company's group health insurance plans and receive the following benefits: paid vacation time, sick leave, holiday pay and a 401K savings plan. This position and all associated benefits are subject to applicable federal, state, and local laws, as well as the Company's policies and eligibility criteria. *Compensation for certain positions may vary based on the position's location. At Skydio we believe that diversity drives innovation. We have created a multidisciplinary environment that embraces the power of diverse perspectives to create elegant solutions for complex problems. We are committed to growing our network of people, programs, and resources to nurture an inclusive culture. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or other characteristics protected by federal, state or local anti-discrimination laws. For positions located in the United States of America, Skydio, Inc. uses E-Verify to confirm employment eligibility. To learn more about E-Verify, including your rights and responsibilities, please visit ************************* #J-18808-Ljbffr
$61k-108k yearly est. 3d ago
Financial Wellness Advocate
Kerberrose S.C 3.5
Appleton, WI jobs
Full-time Description KerberRose is a trusted advisor for all accounting services throughout Wisconsin. We remain committed to the principles on which we were founded: excellent service to all of our clients and meaningful client relationships. Our people-first philosophy is what makes our firm successful. We value our relationships-the relationships we have with each other, the relationships we have with our clients, and the relationships we have in the community. Join a generationally diverse group of Wealth Management professionals to serve clients with the highest degree of ethics and professionalism by providing office support, managing schedules and coordination of team needs, and supporting relationship development. Our Wealth Management team will support your professional development with a variety of talent development and mentorship opportunities and a comfortable work environment alongside knowledgeable team members. We are driven by the ideas and dedication of our talented professionals and are always looking to attract those with the desire to make an impact and have a rewarding career. KerberRose Wealth Management is seeking a Financial Wellness Advocate to help employees make informed decisions about their retirement and investment options. This role is ideal for someone who enjoys educating others, simplifying complex financial topics, and promoting long-term financial well-being. The Financial Wellness Advocate will be responsible for, but not limited to, the following: Conduct enrollment meetings to onboard employees into retirement plans. Educate participants on 401(k) plans, investment options, and basic retirement planning strategies. Assist employees with completing enrollment paperwork and understanding plan features. Lead employee education seminars to promote financial literacy and wellness. Serve as a resource for employees seeking guidance on retirement planning and investment basics. Requirements Bachelor's degree preferred, not required Prior insurance and/or financial experience preferred, not required Preference given to Series 65 licensed individuals Strong communication and presentation skills. Ability to explain financial concepts in a clear and relatable manner. Experience with retirement plans and investment products. Comfortable working with diverse employee groups and managing multiple sessions. KerberRose Wealth Management offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture: Honesty Integrity Respect Balanced Life Community Oriented Our team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition. KerberRose is nationally recognized for its flexible workplace practices and is one of Inside Public Accounting's Top 200 Firms. Wellness at KerberRose: At KerberRose, we focus on our team members physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401(k), professional development, and much more.
$32k-45k yearly est. 60d+ ago
Member Advocate
Listerhill Credit Union 3.3
Columbia, TN jobs
Full-time Description Overview: Listerhill Credit Union is a financial cooperative whose primary purpose is to help our members live financially healthy lives. In 1952, seven Reynolds Metals employees deposited $5 each with the idea of starting a credit union that was member-owned and member-focused. Helping co-workers break from predatory lenders to borrow affordably and save for their financial futures, was their motivation. We have grown from a single office at Reynolds Metals to 18 branches throughout northwest Alabama and south-central Tennessee. Today, we serve 13 counties with a full line of financial solutions. Our purpose and commitment to financial health has never changed. We recognize what is good for our members is good for us. We aspire to high standards of integrity, excellence, and passion. Furthermore, we strive to be innovative for the members' benefit and engaged in the betterment of their communities. The Role: Your efforts and ultimate successes should be measurable and recognizable as you strive daily within LCU's vision: “to value people over profit, proactively seek improvement, work passionately, exceed expectations, and make our community a better place”. Member Advocates are empowered advisors who will guide members in their financial journey. An Advocate serves our membership throughout their visit, thus developing a relationship, finding ways to say yes, owning needs, and solving problems. The driving force of an Advocate will be to improve the lives of those within their community by promoting the Listerhill story. Who you are: Member Advocates are the face of your branch; you are the first person a member sees when they walk through the door. You are the smiling face that greets a member to learn more about them personally and more about their financial needs. You are someone who by nature has a helpful spirit and amicable personality. You are someone who places the members needs at the top of your priority list. You are one who seeks solutions, you are one who says, “let's find a way to help you with that.” What you will do: Represent the credit union to members in a courteous and professional manner and provide prompt, efficient, and accurate service in the processing of transactions Open new accounts, and service existing accounts. Set up new account files, and provide members with all necessary information for membership Cross sell credit union products and services Handle requests from members for transfers of shares to loan payments, share withdrawals, check orders, line of credit advances, stop payments, and any other service requests received from members Perform teller work as needed Establish new banking relationships with members ensuring they are offered all the products and services that are appropriate given their financial needs Establish, maintain, and deepen relationships with credit union members to provide excellent member service Provide account servicing and maintenance, and assist with problem resolution for members in accordance with all established procedures and regulations Originate, process, close, and disburse consumer loans and home equity advances Educate members in the use of self-service banking solutions including, ATMs, on-line, and mobile banking to enhance their service experience Adhere to all rules and regulations applicable to this position, thus all Listerhill Credit Union policies and procedures Perform other duties as assigned Requirements Qualifications: High School Diploma or GED Preferred minimum one year of service industry experience Must communicate well orally and in writing Ability to stand and walk as needed to provide excellent member service Qualifications for this job will include a professional demeanor, strong communication, analytical and critical reasoning skills, personality traits conducive to a sales and service culture, and sharp problem-solving skills (These qualifications will be measured by validated testing) Must successfully complete appropriate LCU assessments Commitment to LCU's Mission Statement and Core Values This job description is not a complete statement of this position's comprised duties and responsibilities. Listerhill Credit Union is an equal opportunity employer and does not discriminate in employment decisions based on any factor protected by federal, state or local law.
$31k-40k yearly est. 60d+ ago
AI Adoption Advocate
Pennymac 4.7
Westlake Village, CA jobs
PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day We are seeking a passionate and knowledgeable AI Adoption Lead to champion the use of Generative AI across our organization. This pivotal role will serve as the bridge between our AI Accelerator team and our business professionals, empowering every employee to leverage AI in their daily work. You will be our primary educator, strategist, and advocate for AI, responsible for creating and delivering training programs to accelerate innovation and productivity across the company. If you have a technical background, a passion for teaching, and an infectious enthusiasm for the potential of AI, we want to hear from you. The AI Adoption Manager will: Design & Deliver Training: Develop and lead engaging, interactive training sessions, workshops, and office hours tailored to non-technical business audiences (e. g. , Sales, Marketing, HR, Finance, Servicing, Originations) Create Educational Content: Build and maintain a comprehensive library (we use Confluence) of training materials, including how-to guides, video tutorials, and best practice documents Champion AI Evangelism: Act as the company's primary advocate for Generative AI, clearly communicating its value proposition and inspiring employees to explore and adopt new tools and workflows Provide Expert Guidance: Serve as the go-to consultant for employees, guiding them on the selection and application of the latest AI tools and promoting excellence in prompt engineering Partner with Business Units: Collaborate closely with various departments to identify high-impact opportunities for AI training, helping teams automate processes and solve business problems creatively with generative AI tools Stay at the Forefront of AI: Continuously research and evaluate the latest AI trends, tools, and platforms to ensure our training programs and recommendations are always current and cutting-edge Promote Responsible AI: Lead discussions and develop guidelines on the ethical and responsible use of AI, ensuring employees understand best practices for data privacy, bias, and security What You'll Bring Proven experience in a training, technology advocacy, or enablement role with a strong focus on AI or a related technical field Hands-on, expert-level experience with major Generative AI platforms and tools (e. g. , Google's Gemini, Anthropic's Claude, Amazon Bedrock, etc. ) Expertise in prompt engineering and a demonstrated ability to teach it as a practical skill to others Exceptional communication, presentation, and facilitation skills, with a talent for making complex technical topics accessible and engaging for non-technical audiences A strong technical foundation to understand the core concepts of AI/ML and the ability to discern when a process is better suited for an LLM-based solution versus traditional code A passion for continuous learning and a genuine enthusiasm for educating and empowering others Familiarity with the AI/ML services on major cloud platforms such as Google Cloud Platform (GCP) and Amazon Web Services (AWS) A broader understanding of traditional Machine Learning (ML) concepts beyond Generative AI Basic familiarity with Python, as it is the primary language of AI/ML development Background in instructional design or formal experience applying adult learning theories to create effective training content Experience working in a fast-paced, enterprise-level environment A portfolio of training materials, articles, or presentations demonstrating your ability to communicate effectively about technology Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships We value the hard work and dedication of our employees. In addition to a competitive salary, positions may offer bonus opportunities. To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $90,000 - $150,000 Work Model OFFICE
$43k-57k yearly est. Auto-Apply 39d ago
Client Advocate
Essex Mortgage 4.2
Ocala, FL jobs
Job Details Ocala, FL (In-Office) - Ocala, FL Full TimeJob Description The Client Advocate serves as a dedicated servicing liaison for Essex Mortgage's subservicing clients, internal business units, correspondent partners, and retail loan officers. This role is responsible for managing inbound inquiries related to loan servicing, providing accurate updates, and ensuring high service levels through clear communication, timely follow-up, and coordinated responses. The Client Advocate works closely with departments such as Escrow, Customer CARE, Default, and Investor Reporting to research and resolve client servicing questions, deliver reporting or documentation when requested, and ensure transparency into key account-level activities. While the role interfaces with Correspondent Partners, its focus is strictly on post-sale servicing responsibilities and related requests. By supporting key stakeholders with professionalism and consistency, the Client Advocate reinforces Essex Mortgage's pillars of Leadership, Raving Fans, Transparency, and High Performance, ensuring each client interaction reflects the company's servicing standards and commitment to relationship-driven support. Core Competencies: Demonstrates a strong understanding of loan servicing operations, including escrow, payment processing, default, and investor reporting workflows. Communicates clearly and professionally with subservicing clients, internal departments, loan officers, and correspondent partners on servicing-related matters. Manages multiple incoming requests efficiently, prioritizing time-sensitive items and coordinating with internal teams for accurate and timely responses. Maintains a service-oriented mindset, focused on building trust and delivering consistent support aligned with client expectations Displays excellent written communication skills, producing professional, concise, and informative responses across email and internal messaging platforms. Collaborates across departments to track, follow up on, and close client inquiries with full documentation and attention to detail. Demonstrates ownership of assigned accounts and communication channels, ensuring no request is left unanswered or delayed. Protects company and client confidentiality by adhering to servicing guidelines, communication standards, and documentation protocols. Upholds Essex Mortgage's pillars of Leadership, Raving Fans, Transparency, and High Performance by providing reliable and thoughtful client support. Demonstrates the ability to identify trends or recurring client issues and collaborate with leadership to recommend process improvements that enhance client service and borrower experience. Reads, interprets, and communicates findings from complex servicing or client-facing reports, translating technical data into actionable, client-friendly insights. Duties/Responsibilities: Serve as the primary servicing contact for assigned subservicing clients, internal stakeholders, and servicing-related correspondent partners. Monitor and respond to incoming client communications, including email inquiries related to loan servicing activity, account status, and operational questions. Coordinate with internal departments such as Escrow, Default, Customer CARE, and Investor Reporting to gather data and provide accurate, timely responses. Track open client inquiries and ensure proper documentation of all communication, resolutions, and follow-up action Escalate time-sensitive or complex issues to department leadership, Compliance, or Legal as appropriate. Provide servicing updates and context to support retail loan officers post-origination as needed. Support onboarding and ongoing relationship management of subservicing clients by providing answers, clarifications, and process insight related to servicing activities. Maintain awareness of investor requirements and servicing timelines to ensure accurate communication and client education. Assist with client-facing reporting or audit-related documentation when requested by leadership. Participate in team meetings, client update sessions, and servicing improvement initiatives as needed. Promote a responsive, transparent, and proactive service experience across all supported relationships. Perform other duties or project-based assignments as directed to support the servicing and client relationship management functions. Education, Experience and /or Skills: High school diploma or GED required; Associate's or Bachelor's degree in Business, Finance, Communications, or a related field preferred. 3+ years of experience in mortgage servicing, client relationship management, or internal servicing support roles. Familiarity with servicing systems such as FICS, and general understanding of escrow, default, and payment processing workflows. Prior experience responding to internal or external servicing inquiries in a professional environment preferred. Strong written and verbal communication skills with the ability to provide clear, accurate, and professional responses across communication channels. Proven ability to manage multiple priorities and respond to time-sensitive requests with professionalism and follow-through Experience working with subservicing clients, correspondent partners (servicing-related), or internal business units is highly desirable. High attention to detail and comfort working across departments to resolve open questions or data needs. Demonstrated commitment to providing dependable, relationship-driven client service aligned with company values and servicing standards. Computer & Equipment Skills: Intermediate in Microsoft Office programs (Word, Excel, PowerPoint) Word processing (speed and accuracy) MSP or FICS' Mortgage Servicer a plus Email Internet software Use typical office equipment (computers, fax, phones, copiers, scanners, etc.) Physical Requirement: Vision (with or without correction) sufficient to read a computer screen and to operate office equipment. Clear speaking voice on the telephone, in person, and recorded. Hearing within normal ranges in noise environments typical of office. Able to sit for long periods of time at computer or other work-station and in meetings. Able to use computers and operate equipment. Able to lift 10 pounds occasionally unassisted. Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S. without a visa sponsorship. EEO Statement: As part of our dedication to the diversity of our workforce, Essex Mortgage is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, national origin or ancestry, sex, gender, gender identity, gender expression, sexual orientation, age, physical or mental disability, medical condition, marital/domestic partner status, military and veteran status, genetic information or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances.
$35k-48k yearly est. 60d+ ago
Regulatory Case Advocate
Essex Mortgage 4.2
Ocala, FL jobs
Job Details Experienced Ocala, FL (In-Office) - Ocala, FL Full TimeJob Description is fully onsite at our Ocala, FL office location. Work Schedule: Monday-Friday, 8:30am-5pm The Regulatory Case Advocate is responsible for managing and resolving high-level complaints received through regulatory channels, formal written correspondence, and public-facing platforms such as social media. This includes responding to inquiries from the CFPB, state attorneys general, Better Business Bureau, investor oversight bodies, and other formal complaint avenues. The advocate plays a critical role in ensuring timely, accurate, and compliant responses that reflect Essex Mortgage's commitment to transparency, borrower care, and servicing excellence. This position requires strong written communication skills, attention to detail, and the ability to investigate complex servicing situations by collaborating with internal departments including Customer CARE, SPOC, Compliance, Legal, and Default. The Regulatory Case Advocate ensures each case is thoroughly documented, appropriately escalated when necessary, and resolved in alignment with investor guidelines and regulatory expectations. By managing the company's most sensitive borrower communications, the Regulatory Case Advocate helps protect Essex from reputational and regulatory risk while supporting the company's pillars of Leadership, Raving Fans, Transparency, and High Performance. Core Competencies: Demonstrates strong understanding of regulatory requirements related to borrower complaints, including those from CFPB, state regulators, BBB, and investors. Applies excellent written communication skills to draft clear, professional, and compliant responses under tight deadlines. Investigates complex servicing issues thoroughly and objectively, collaborating with internal teams to gather relevant data and documentation. Maintains a high level of attention to detail to ensure accuracy and consistency in both internal documentation and external responses. Handles sensitive borrower situations with professionalism, empathy, and confidentiality. Prioritizes workload effectively to meet strict regulatory response timelines and service level agreements. Upholds a neutral, fact-based tone in high-stakes correspondence, while protecting the company's compliance position and brand reputation. Maintains accurate records of all case activity, including internal findings, borrower history, and final resolutions. Supports Essex Mortgage's pillars of Leadership, Raving Fans, Transparency, and High Performance through consistent, thoughtful, and accountable case handling. Demonstrates the ability to independently research investor, regulatory, and industry guidelines to validate requirements related to complaint handling, borrower inquiries, and servicing processes. Duties/Responsibilities: Manage the intake, documentation, and timely resolution of borrower complaints received through regulatory agencies, including CFPB, state attorneys general, investor oversight bodies, Better Business Bureau, and social media platforms. Investigate complaints by gathering system data, reviewing loan documentation, and coordinating with departments such as Customer CARE, SPOC, Cashiering, Compliance, Default, and Legal. Draft clear, compliant, and professional written responses tailored to the channel of receipt and the nature of the complaint. Ensure all activities related to complaint resolution are documented in FICS' Mortgage Servicer Dispute Resolution Tracking Module, including timeline tracking, case status, internal communications, and resolution notes. Meet regulatory and investor-mandated timelines for complaint acknowledgment, response, and follow-up, escalating when delays are anticipated. Coordinate response reviews with Compliance and Legal to ensure accuracy, tone, and adherence to all applicable guidelines. Identify systemic issues or recurring concerns based on complaint trends and escalate findings to management or appropriate business units. Maintain confidentiality and a neutral, fact-based tone when handling sensitive complaints involving potential borrower harm, legal risk, or reputational exposure. Participate in internal audits, investor reviews, and regulatory exams by supplying complaint data, system documentation, and resolution narratives as needed. Support continuous improvement by contributing to procedural updates, feedback loops, and staff awareness related to complaint prevention and servicing quality. Perform other duties and projects as assigned to support Essex Mortgage's servicing quality and regulatory readiness. Manage not only borrower complaints but also formal Requests for Information (RFIs), Notices of Error, and Qualified Written Requests (QWRs), ensuring timely and compliant handling even when no borrower grievance is presented. Identify complaint patterns or departmental inefficiencies and collaborate with leadership to suggest actionable process improvements that reduce recurring issues and enhance borrower experience. Education, Experience and /or Skills: High school diploma or GED required; Associate's or Bachelor's degree in Business, Communications, Legal Studies, or a related field preferred 3+ years of experience in mortgage servicing, customer advocacy, complaint resolution, or regulatory response required Strong understanding of CFPB regulations, investor guidelines (FHA, VA, FNMA, FHLMC), and state-level complaint handling requirements Experience responding to formal borrower complaints, including those submitted through regulatory agencies, legal channels, and public platforms Demonstrated ability to write clear, accurate, and compliant responses under strict deadlines Familiarity with FICS' Mortgage Servicer platform, particularly the Dispute Resolution Tracking Summary, or similar servicing systems Proven ability to work collaboratively across departments and maintain composure in high-pressure or sensitive situations Exceptional attention to detail, organizational skills, and written communication abilities Experience participating in audits or furnishing documentation during investor or regulatory reviews is a plus Computer & Equipment Skills: Intermediate in Microsoft Office programs (Word, Excel, PowerPoint) Word processing (speed and accuracy) Email Internet software MSP or FICS' Mortgage Servicer a plus Use typical office equipment (computers, fax, phones, copiers, scanners, etc.) Physical Requirement: Vision (with or without correction) sufficient to read a computer screen and to operate office equipment Clear speaking voice on the telephone, in person, and recorded Hearing within normal ranges in noise environments typical of office Able to sit for long periods of time at computer or other work-station and in meetings Able to use computers and operate equipment Able to lift 10 pounds occasionally unassisted Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S. without a visa sponsorship. EEO Statement: As part of our dedication to the diversity of our workforce, Essex Mortgage is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, national origin or ancestry, sex, gender, gender identity, gender expression, sexual orientation, age, physical or mental disability, medical condition, marital/domestic partner status, military and veteran status, genetic information or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances.
$35k-48k yearly est. 60d+ ago
Member Advocate
Members Choice Credit Union 3.9
Lake Jackson, TX jobs
General Job Description The Member Advocate is responsible for providing excellent member service and accurate processing of financial transactions, resolving account issues, and answering questions; to identify and suggest financial services that would fit our member's financial needs. Essential Duties & Responsibilities Provide prompt, professional, accurate service and support to all members and associates while abiding to member centric model for service standards established by the credit union Within established levels of authority, process transactions, resolve problems and answer questions regarding account issues and Credit Union products and services within a timely manner Receive, inspect, and verify cash and negotiable instruments for deposit, accept loan payments and perform a variety of other financial transactions as directed and in accordance with established policies and procedures Open all types of new memberships including IRA's, Business accounts, Fiduciary, POA and online account opening; issue/order Debit cards, explain various account and ownership options, provide the necessary counseling to meet member's needs, and obtain the required information and documentation Maintain member account information and perform all types of account maintenance including but not limited to fraud claims, loan maintenance and decedent account maintenance. Interview members for loan needs, processes loan applications, including pulling credit and review debt to cross-sell credit union products and services to members and meet established goals Balance end of each workday as assigned by the manager; may assist with vault or cash dispenser and maintains up to date queues. Completes all mandatory compliance testing, implements credit union policies and procedures related and required by state and federal regulations. Including Bank Secrecy Act, SAR and CTR reporting. Actively participate in branch and all-staff meetings to maintain awareness of organizational issues and promotional campaigns, stays current on policies, procedures, services and strategy Attend training and complete online learning assignments to continuously increase job knowledge and overall performance to provide a high level of service to members and recommend solutions Participate in community relation activities and groups to represent MCCU Perform other related duties as required and assigned. Foster and maintain positive relationships with both co-workers and members by actively embracing and demonstrating MCCU's culture, known as IMPACT. Essential Job Requirements A high school education or GED Two or more years of work experience in member service, financial services or similar position preferred Skills/Abilities Provide exceptional member service Demonstration of effective time management, accuracy in work and mathematical skills including effective cash balancing Strong professional verbal, written communication skills and creative thinking abilities Ability to make decisions, use judgment within proper authority levels and take accountability for results Knowledge of relevant software including Microsoft Office products Physical/Mental Requirements of the Position 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 the job, the employee is regularly required to stand for long periods at a time, sit, walk, use hands to touch, handle or feel, reach with hands and arms, stoop, kneel, crouch or crawl, and talk or hear. The vision requirements include close vision and ability to adjust focus. Nature of position requires physical mobility and ability to lift a minimum of 50 pounds. Flexibility to deal with changing work hours and locations as needed.
$33k-41k yearly est. Auto-Apply 32d ago
Member Advocate I (Bilingual in Spanish)
Members Choice Credit Union 3.9
Houston, TX jobs
General Job Description The Member Advocate I is responsible for providing excellent member service and accurate processing of financial transactions, resolve account issues, and answer questions; to identify and suggest financial services that would fit our member's financial needs. Essential Duties and Responsibilities: • Provide prompt, professional, accurate service and support to all members and associates while abiding to member centric model for service standards established by the credit union;• Within established levels of authority, process transactions, resolve problems and answer questions regarding account issues and Credit Union products and services within a timely manner;• Receive, inspect, and verify cash and negotiable instruments for deposit, accept loan payments and perform a variety of other financial transactions as directed and in accordance with established policies and procedures;• Open new memberships including IRA, Business accounts and online account opening; issue/order Debit cards, explain various account and ownership options, provide the necessary counseling to meet member's needs, and obtain the required information and documentation;• Maintain member account information and perform all types of account maintenance including but not limited to fraud claims and loan maintenance.• Interview members for loan needs, processes loan applications, including pulling credit and review debt to cross-sell credit union products and services to members and meet established goals• Balance end of each workday as assigned by the manager; may assist with vault or cash dispenser and maintains up to date queues.• Cultivate and maintain appropriate relationships with members and co-workers;• Completes all mandatory compliance testing, implements credit union policies and procedures related and required by state and federal regulations. Including Bank Secrecy Act, SAR and CTR reporting.• Actively participate in branch and all-staff meetings in order to maintain awareness of organizational issues and promotional campaigns, stays current on policies, procedures, services and member centric strategy;• Attend training and complete online learning assignments to continuously increase job knowledge and overall performance in order to provide a high level of service to members and recommend solutions;• Maintain professional appearance in accordance with established dress code;• Maintain regular and predictable attendance;• Participates in community relation activities and groups to represent the Credit Union.• Performs other related duties as required and assigned. Knowledge, Skills and Abilities: • Provides best of class, Member Centric service.• Demonstration of effective time management, accuracy in work and mathematical skills including effective cash balancing.• Ability to be resourceful with employees, members and prospective members.• Strong professional verbal, written communication skills and creative thinking abilities• Ability to identify members banking issues and needs to promote products and services that ensure member financial goals are met.• Ability to make decisions, use judgment within proper authority levels and assume responsibility for results.• Promote a collaborative, cooperative and productive work environment.• Knowledge in relevant software includes Microsoft Office, Word and Excel. Education and Experience: • A high school education or GED.• One more year of work experience in member service, financial services or similar position preferred. Physical/Mental Requirements: 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 the job, the employee is regularly required to stand for long periods at a time, sit, walk, use hands to touch, handle or feel, reach with hands and arms, stoop, kneel, crouch or crawl, and talk or hear.• The vision requirements include close vision and ability to adjust focus.• The mental demands include detailed work, problem solving, member contact, reasoning, math, language, written and verbal communications, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.• Nature of position requires physical mobility and ability to lift a minimum of 50 pounds.• Must have flexibility to deal with changing work hours and locations as needed.
$33k-40k yearly est. Auto-Apply 9d ago
Member Advocate I (Bilingual in Spanish)
Members Choice Credit Union 3.9
Houston, TX jobs
General Job Description The Member Advocate I is responsible for providing excellent member service and accurate processing of financial transactions, resolve account issues, and answer questions; to identify and suggest financial services that would fit our member's financial needs. Essential Duties and Responsibilities: • Provide prompt, professional, accurate service and support to all members and associates while abiding to member centric model for service standards established by the credit union; • Within established levels of authority, process transactions, resolve problems and answer questions regarding account issues and Credit Union products and services within a timely manner; • Receive, inspect, and verify cash and negotiable instruments for deposit, accept loan payments and perform a variety of other financial transactions as directed and in accordance with established policies and procedures; • Open new memberships including IRA, Business accounts and online account opening; issue/order Debit cards, explain various account and ownership options, provide the necessary counseling to meet member's needs, and obtain the required information and documentation; • Maintain member account information and perform all types of account maintenance including but not limited to fraud claims and loan maintenance. • Interview members for loan needs, processes loan applications, including pulling credit and review debt to cross-sell credit union products and services to members and meet established goals • Balance end of each workday as assigned by the manager; may assist with vault or cash dispenser and maintains up to date queues. • Cultivate and maintain appropriate relationships with members and co-workers; • Completes all mandatory compliance testing, implements credit union policies and procedures related and required by state and federal regulations. Including Bank Secrecy Act, SAR and CTR reporting. • Actively participate in branch and all-staff meetings in order to maintain awareness of organizational issues and promotional campaigns, stays current on policies, procedures, services and member centric strategy; • Attend training and complete online learning assignments to continuously increase job knowledge and overall performance in order to provide a high level of service to members and recommend solutions; • Maintain professional appearance in accordance with established dress code; • Maintain regular and predictable attendance; • Participates in community relation activities and groups to represent the Credit Union. • Performs other related duties as required and assigned. Knowledge, Skills and Abilities: • Provides best of class, Member Centric service. • Demonstration of effective time management, accuracy in work and mathematical skills including effective cash balancing. • Ability to be resourceful with employees, members and prospective members. • Strong professional verbal, written communication skills and creative thinking abilities • Ability to identify members banking issues and needs to promote products and services that ensure member financial goals are met. • Ability to make decisions, use judgment within proper authority levels and assume responsibility for results. • Promote a collaborative, cooperative and productive work environment. • Knowledge in relevant software includes Microsoft Office, Word and Excel. Education and Experience: • A high school education or GED. • One more year of work experience in member service, financial services or similar position preferred. Physical/Mental Requirements: 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 the job, the employee is regularly required to stand for long periods at a time, sit, walk, use hands to touch, handle or feel, reach with hands and arms, stoop, kneel, crouch or crawl, and talk or hear. • The vision requirements include close vision and ability to adjust focus. • The mental demands include detailed work, problem solving, member contact, reasoning, math, language, written and verbal communications, analytical reasoning, stress, multiple concurrent tasks and constant interruptions. • Nature of position requires physical mobility and ability to lift a minimum of 50 pounds. • Must have flexibility to deal with changing work hours and locations as needed.
$33k-40k yearly est. Auto-Apply 60d+ ago
Certified Child Life Specialist
Beacon Health System 4.7
South Bend, IN jobs
The Child Life Specialist / Facility Dog Handler is a certified healthcare professional who provides comprehensive psychosocial and developmental support to pediatric patients and their families throughout hospitalization, outpatient procedures, and surgical experiences. This role fosters a child- and family-centered environment by maintaining therapeutic, educational, and developmentally appropriate care spaces. Candidate must have completed a minimum of 500 clinical internship hours in a Child Life program. As a core member of the interdisciplinary healthcare team, the specialist uses knowledge of child development to help reduce stress, anxiety, and trauma through play, education, and emotional support. When applicable, this position also serves as a Facility Dog Handler, incorporating animal-assisted interventions to enhance care experiences for patients, families, and staff. Beacon Health System Mission, Values & Service Goals * MISSION: We deliver outstanding care, inspire health, and connect with heart. * VALUES: Trust. Respect. Integrity. Compassion. * SERVICE GOALS: Personally connect. Keep everyone informed. Be on their team. Key Responsibilities Pediatric Psychosocial Support * Assess developmental, emotional, and psychosocial needs of pediatric patients and families. * Develop and document individualized care plans, including goals and interventions. * Facilitate therapeutic play, procedural preparation, coping strategies, and normalization activities tailored to each child's developmental stage. * Provide emotional and physical presence during stressful or invasive procedures. Family Support & Education * Partner with caregivers to understand and support children's responses to hospitalization and treatment. * Educate families on coping strategies, child development, and therapeutic techniques. * Facilitate communication between families and healthcare providers. * Support siblings and other family members in adjusting to the healthcare environment. Team Collaboration * Participate in interdisciplinary rounds and care planning. * Share expertise in child development and psychosocial care with clinical staff. * Mentor volunteers and staff to support developmentally appropriate care practices. Program & Environment Management * Maintain a clean, safe, and age-appropriate therapeutic play environment. * Plan and coordinate special events, celebrations, and visitor programs. * Manage inventory and upkeep of toys, supplies, and educational materials. * Assist in child- and family-centered policy development and facility design input. Innovation & Best Practices * Continuously assess and integrate evidence-based practices and new therapeutic approaches. * Contribute to program evaluation and innovation efforts to improve service delivery. * Explore creative, inclusive approaches to enhance patient engagement and satisfaction. Additional Responsibilities * Attend department meetings and complete required trainings and continuing education. * Maintain required certifications and annual competencies. * Respond to emergent staffing needs, including shift changes, overtime, or coverage. * Support special projects and other duties as assigned. Qualifications Education & Certification * Bachelor's or Master's degree in Child Development, Early Childhood Education, Health Education, or a related field. * Completion of a minimum of 500 clinical internship hours in a Child Life program. * Certified Child Life Specialist (CCLS), or eligible and certified within six months of hire. The Beacon Way All team members are expected to support and embody Beacon Health System's six-point operating philosophy: * Leverage innovation everywhere * Cultivate human talent * Embrace performance improvement * Build greatness through accountability * Use information to improve and advance * Communicate clearly and continuously Knowledge, Skills, and Abilities * Strong knowledge of child development, family dynamics, and therapeutic interventions in healthcare. * Ability to independently plan, organize, and evaluate child life services. * Excellent interpersonal, verbal, and written communication skills. * Demonstrated emotional intelligence, empathy, and the ability to build rapport with diverse populations. * Proficient in medical documentation and department-specific technology systems. Working Conditions & Physical Demands * Frequent interaction in patient care areas, including inpatient and outpatient settings. * Requires flexibility in scheduling, including evenings, weekends, or holidays as needed. * Must be able to lift, kneel, crouch, and move play or therapy materials. * Facility Dog Handlers must provide daily care for the dog, including walking, grooming, transportation, and wellness maintenance.
$38k-57k yearly est. 60d+ ago
Member Advocate II
Members Choice Credit Union 3.9
Katy, TX jobs
General Job Description
$33k-40k yearly est. Auto-Apply 44d ago
Member Advocate I
Members Choice Credit Union 3.9
Katy, TX jobs
General Job Description The Member Advocate I is responsible for providing excellent member service and accurate processing of financial transactions, resolve account issues, and answer questions; to identify and suggest financial services that would fit our member's financial needs. Essential Duties and Responsibilities: • Provide prompt, professional, accurate service and support to all members and associates while abiding to member centric model for service standards established by the credit union; • Within established levels of authority, process transactions, resolve problems and answer questions regarding account issues and Credit Union products and services within a timely manner; • Receive, inspect, and verify cash and negotiable instruments for deposit, accept loan payments and perform a variety of other financial transactions as directed and in accordance with established policies and procedures; • Open new memberships including IRA, Business accounts and online account opening; issue/order Debit cards, explain various account and ownership options, provide the necessary counseling to meet member's needs, and obtain the required information and documentation; • Maintain member account information and perform all types of account maintenance including but not limited to fraud claims and loan maintenance. • Interview members for loan needs, processes loan applications, including pulling credit and review debt to cross-sell credit union products and services to members and meet established goals • Balance end of each workday as assigned by the manager; may assist with vault or cash dispenser and maintains up to date queues. • Cultivate and maintain appropriate relationships with members and co-workers; • Completes all mandatory compliance testing, implements credit union policies and procedures related and required by state and federal regulations. Including Bank Secrecy Act, SAR and CTR reporting. • Actively participate in branch and all-staff meetings in order to maintain awareness of organizational issues and promotional campaigns, stays current on policies, procedures, services and member centric strategy; • Attend training and complete online learning assignments to continuously increase job knowledge and overall performance in order to provide a high level of service to members and recommend solutions; • Maintain professional appearance in accordance with established dress code; • Maintain regular and predictable attendance; • Participates in community relation activities and groups to represent the Credit Union. • Performs other related duties as required and assigned. Knowledge, Skills and Abilities: • Provides best of class, Member Centric service. • Demonstration of effective time management, accuracy in work and mathematical skills including effective cash balancing. • Ability to be resourceful with employees, members and prospective members. • Strong professional verbal, written communication skills and creative thinking abilities • Ability to identify members banking issues and needs to promote products and services that ensure member financial goals are met. • Ability to make decisions, use judgment within proper authority levels and assume responsibility for results. • Promote a collaborative, cooperative and productive work environment. • Knowledge in relevant software includes Microsoft Office, Word and Excel. Education and Experience: • A high school education or GED. • One more year of work experience in member service, financial services or similar position preferred. Physical/Mental Requirements: 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 the job, the employee is regularly required to stand for long periods at a time, sit, walk, use hands to touch, handle or feel, reach with hands and arms, stoop, kneel, crouch or crawl, and talk or hear. • The vision requirements include close vision and ability to adjust focus. • The mental demands include detailed work, problem solving, member contact, reasoning, math, language, written and verbal communications, analytical reasoning, stress, multiple concurrent tasks and constant interruptions. • Nature of position requires physical mobility and ability to lift a minimum of 50 pounds. • Must have flexibility to deal with changing work hours and locations as needed.
$33k-40k yearly est. 1d ago
Member Advocate II
Members Choice Credit Union 3.9
Katy, TX jobs
General Job Description The Member Advocate II is responsible for providing excellent member service and accurate processing of financial transactions, resolve account issues, and answer questions; to identify and suggest financial services that would fit our member's financial needs. Essential Duties and Responsibilities Provide prompt, professional, accurate service and support to all members and associates while abiding to member centric model for service standards established by the credit union; Within established levels of authority, process transactions, resolve problems and answer questions regarding account issues and Credit Union products and services within a timely manner; Receive, inspect, and verify cash and negotiable instruments for deposit, accept loan payments and perform a variety of other financial transactions as directed and in accordance with established policies and procedures; Open all types of new memberships including IRA's, Business accounts, Fiduciary, POA and online account opening; issue/order Debit cards, explain various account and ownership options, provide the necessary counseling to meet member's needs, and obtain the required information and documentation; Maintain member account information and perform all types of account maintenance including but not limited to fraud claims, loan maintenance and decedent account maintenance. Interview members for loan needs, processes loan applications, including pulling credit and review debt to cross-sell credit union products and services to members and meet established goals Balance end of each workday as assigned by the manager; may assist with vault or cash dispenser and maintains up to date queues. Cultivate and maintain appropriate relationships with members and co-workers; Completes all mandatory compliance testing, implements credit union policies and procedures related and required by state and federal regulations. Including Bank Secrecy Act, SAR and CTR reporting. Actively participate in branch and all-staff meetings in order to maintain awareness of organizational issues and promotional campaigns, stays current on policies, procedures, services and member centric strategy; Attend training and complete online learning assignments to continuously increase job knowledge and overall performance in order to provide a high level of service to members and recommend solutions; Maintain professional appearance in accordance with established dress code; Maintain regular and predictable attendance; Participates in community relation activities and groups to represent the Credit Union. Performs other related duties as required and assigned. Foster and maintain positive relationships with both co-workers and members by actively embracing and demonstrating MCCU's culture, known as IMPACT. Knowledge, Skills and Abilities Provides best of class, Member Centric service. Demonstration of effective time management, accuracy in work and mathematical skills including effective cash balancing. Ability to be resourceful with employees, members and prospective members. Strong professional verbal, written communication skills and creative thinking abilities Ability to identify members banking issues and needs to promote products and services that ensure member financial goals are met. Ability to make decisions, use judgment within proper authority levels and assume responsibility for results. Promote a collaborative, cooperative and productive work environment. Knowledge in relevant software includes Microsoft Office, Word and Excel. Education and Experience A high school education or GED. Two or more years of work experience in member service, financial services or similar position preferred. Physical/Mental Requirements 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 the job, the employee is regularly required to stand for long periods at a time, sit, walk, use hands to touch, handle or feel, reach with hands and arms, stoop, kneel, crouch or crawl, and talk or hear. The vision requirements include close vision and ability to adjust focus. The mental demands include detailed work, problem solving, member contact, reasoning, math, language, written and verbal communications, analytical reasoning, stress, multiple concurrent tasks and constant interruptions. Nature of position requires physical mobility and ability to lift a minimum of 50 pounds. Must have flexibility to deal with changing work hours and locations as needed.
$33k-40k yearly est. Auto-Apply 43d ago
Member Advocate I
Members Choice Credit Union 3.9
Katy, TX jobs
General Job Description The Member Advocate I is responsible for providing excellent member service and accurate processing of financial transactions, resolve account issues, and answer questions; to identify and suggest financial services that would fit our member's financial needs. Essential Duties and Responsibilities: • Provide prompt, professional, accurate service and support to all members and associates while abiding to member centric model for service standards established by the credit union; • Within established levels of authority, process transactions, resolve problems and answer questions regarding account issues and Credit Union products and services within a timely manner; • Receive, inspect, and verify cash and negotiable instruments for deposit, accept loan payments and perform a variety of other financial transactions as directed and in accordance with established policies and procedures; • Open new memberships including IRA, Business accounts and online account opening; issue/order Debit cards, explain various account and ownership options, provide the necessary counseling to meet member's needs, and obtain the required information and documentation; • Maintain member account information and perform all types of account maintenance including but not limited to fraud claims and loan maintenance. • Interview members for loan needs, processes loan applications, including pulling credit and review debt to cross-sell credit union products and services to members and meet established goals • Balance end of each workday as assigned by the manager; may assist with vault or cash dispenser and maintains up to date queues. • Cultivate and maintain appropriate relationships with members and co-workers; • Completes all mandatory compliance testing, implements credit union policies and procedures related and required by state and federal regulations. Including Bank Secrecy Act, SAR and CTR reporting. • Actively participate in branch and all-staff meetings in order to maintain awareness of organizational issues and promotional campaigns, stays current on policies, procedures, services and member centric strategy; • Attend training and complete online learning assignments to continuously increase job knowledge and overall performance in order to provide a high level of service to members and recommend solutions; • Maintain professional appearance in accordance with established dress code; • Maintain regular and predictable attendance; • Participates in community relation activities and groups to represent the Credit Union. • Performs other related duties as required and assigned. Knowledge, Skills and Abilities: • Provides best of class, Member Centric service. • Demonstration of effective time management, accuracy in work and mathematical skills including effective cash balancing. • Ability to be resourceful with employees, members and prospective members. • Strong professional verbal, written communication skills and creative thinking abilities • Ability to identify members banking issues and needs to promote products and services that ensure member financial goals are met. • Ability to make decisions, use judgment within proper authority levels and assume responsibility for results. • Promote a collaborative, cooperative and productive work environment. • Knowledge in relevant software includes Microsoft Office, Word and Excel. Education and Experience: • A high school education or GED. • One more year of work experience in member service, financial services or similar position preferred. Physical/Mental Requirements: 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 the job, the employee is regularly required to stand for long periods at a time, sit, walk, use hands to touch, handle or feel, reach with hands and arms, stoop, kneel, crouch or crawl, and talk or hear. • The vision requirements include close vision and ability to adjust focus. • The mental demands include detailed work, problem solving, member contact, reasoning, math, language, written and verbal communications, analytical reasoning, stress, multiple concurrent tasks and constant interruptions. • Nature of position requires physical mobility and ability to lift a minimum of 50 pounds. • Must have flexibility to deal with changing work hours and locations as needed.
$33k-40k yearly est. Auto-Apply 60d+ ago
CCVI Community-Based Violence Intervention Sp
Greater Philadelphia Urban Affairs 4.1
Philadelphia, PA jobs
Job Description This full-time position coordinates and administers services that provide peer-based intensive follow-up to individuals impacted by gun violence, quality assurance, and resource development. It is primarily afternoons, evenings, and every other weekend and requires on-call, in-person crisis response. Applicants with personal experience in overcoming violence/ violence-related injuries/ the criminal justice system are especially encouraged to apply. Essential Functions of Position Essential duties of the job include: Provide community-based violence interruption, peer support, and advocacy to the highest-risk individuals involved in violence Provide support to clients, their families, and friends to ensure their safety Provide client referrals to community service providers Maintain frequent follow-up contact with clients, family, friends, and service providers through community/home visits and telephone contact. Document consistently and accurately and record all contacts with clients Conduct file reviews for violence prevention cases for quality assurance purposes Attend weekly and monthly staff meetings as assigned Represent Chester Community Coalition and the violence intervention program to the media, public officials, community leaders, etc., on strategies to prevent gun violence and improve services to high-risk individuals Participate in violence prevention efforts with other providers as assigned Assist and co-facilitate support groups Other responsibilities as assigned by the supervisor Other Duties and Responsibilities The candidate is expected to: Work as a member of a team to ensure that shootings are reduced Demonstrate commitment to working with youth and adults up to age 35 Have knowledge of urban youth issues, specifically youth violence Serve as linkages and support for individuals to enhance their assistance and use of opportunities and programs in the community (e.g., job programs, GED, drug treatment, and mentoring) Participate, as necessary, in organizing responses to shootings and increasing visibility when shootings/killings take place (e.g. developing networks with other outreach program workers to coordinate an inclusive and strategic response) Demonstrate ability to work independently and as part of a team Have strong communication and organizational skills and possess the ability to communicate effectively with staff members, clients, vendors, and the public Present self and program in a professional manner Document detailed client case notes and other duties as assigned Work well with diverse populations Work in stressful situations Be punctual and extremely reliable Be highly organized and detail-oriented Be computer literate Education & Experience: High School Diploma degree required, Associate degree preferred Must have a valid PA driver's license and insurance Other Pertinent Data: No pending criminal cases or prior convictions for sexual assault, child abuse or domestic violence; Excellent communication skills Knowledge of the City of Chester communities and willingness to learn about and visit all parts of Chester Note: The duties and responsibilities listed are designed to provide typical examples of the work performed; not all duties and responsibilities are included here, nor is it expected that all similar positions will be assigned every duty and responsibility. Compliance statement: In performing their functions as detailed in the position description, employees must avoid ethical, legal, financial, and other conflicts of interest to ensure that their actions and outside activities do not conflict with their primary employment responsibilities at the institution. Employees must also understand and comply with applicable laws, employment policies, and regulations. All qualified applicants will be considered for employment without regard to age, race, color, religion, religious creed, sex, sexual orientation, gender identity, marital status, national origin, ancestry, citizenship, disability, veteran status, or any other status protected by state or federal law.
$45k-59k yearly est. 9d ago
Social Worker - Skilled Nursing (West Madison)
Oakwood Village West 3.8
Madison, WI jobs
Mission Statement We are Called to serve a thriving community where seniors live with dignity, connection and purpose. ESSENTIAL RESPONSIBILITIES * Assists the Admissions team with the pre-admission and admission assessment process when called upon. * Through the multi-disciplinary team process, provides psycho-social and/or cognitive assessment and evaluation for program residents when needs are identified by resident, family, staff or physician. Participates in Individual Service Plan of residents. * Coordinates discharge planning and intercampus transfer process for residents. * Provides support for residents and their families relative to personal needs, social relationships and individual concerns. * Functions as liaison between apartment staff, resident, and responsible parties. * Serves as resident advocate in following through with individual/family complaints and concerns, ensuring customer satisfaction, and promoting resident's ability to remain in their home as long as is safe. * Works with the Oakwood team to enhance resident, family, and community efforts to improve the quality of life for all residents. * Works with the other social work staff to improve quality of services provided campus-wide. * Develops social work policies and procedures for the Assisted Living program, and works with intercampus Social Workers to develop or review campus-wide social work policies and procedures. * Maintains concise and accurate resident documentation including social histories, assessments, and assists with annual reviews for SNF residents. * Assists Director of Nursing in ensuring all state and federal regulations related to abuse or misappropriation are adhered to. * Assists residents with completing paperwork to activate their Long-Term Care Insurance. * Arranges transportation for residents to/from doctor appointments. * Coordinates specific resident needs with available community resources as appropriate. * Investigates and completes resident incident reports. * Offers grief and loss support individually and/or in groups. * Welcomes new residents and coordinates their orientation to SNF. ESSENTIAL QUALIFICATIONS * Knowledge of HFS-89 and standard social work practice. * Provides informal leadership which fosters a team approach in meeting the mission of Oakwood. * Relates well and demonstrates empathy and compassion towards our residents, families and staff members. * Establishes and maintain a positive working relationship with the community. * Maintains and protects the confidentiality of information. * Exercises independent judgment and make sound decisions. * Plans, organizes, and prioritizes work schedule to meet deadlines and business needs. * Demonstrates strong communication skills, both written and verbal. * Displays objectivity in working with needs and concerns of residents and families as well as ability to follow through to resolve issues. * Flexible with hours in order to carry out the responsibilities of the position. * Proficient in the use of Microsoft 365. EXPERIENCE, EDUCATION, AND/OR TRAINING * Bachelor's degree in Social Work, Psychology, Sociology, or related human service field. * Wisconsin Social Work certification. * At least one year of experience working in the health care industry required. Experience working in a Community Based Residential Facility with geriatric population desirable. * Experience working with community service organizations desirable. * Experience with Medicare/Medicaid/COP regulations desirable. #IND1
$44k-64k yearly est. 1d ago
Social Worker BH Admissions
Beacon Health System 4.7
South Bend, IN jobs
Reports to the Admissions Manager. Utilizes clinical expertise to perform assessments of patients potentially requiring mental health services. MISSION, VALUES and SERVICE GOALS * MISSION: We deliver outstanding care, inspire health, and connect with heart. * VALUES: Trust. Respect. Integrity. Compassion. * SERVICE GOALS: Personally connect. Keep everyone informed. Be on their team. Performs initial assessment of patient and coordinates patient care throughout the entire continuum of care by: * Performing psychiatric assessments. * Obtains initial authorization if applicable. * Consulting with physicians and other health care providers to assure effective implementation of patients' plans of care. * Communicating treatment recommendations made by the doctor, which may include coordination of community services, follow-up care, and education. * Ensure completeness and accuracy of the medical record. * Reporting patient outcome information to the manager. * Assists with Social Work services on the inpatient units as needed. Participates in continuous quality improvement by: * Compiling and analyzing data to generate reports that accurately represent utilization trends and patterns. Registers patients in order to obtain demographic, physician and insurance information in accordance with established departmental policies and procedures by: * Interviewing patients/obtaining collateral information via telephone for pre-admission or for admission upon presentation in the intake area or patient room. * Obtaining identification, demographic, physician and insurance information from patients and accurately entering this information into the Hospital financial system. * Updating the system after validation of the new patient's financial information. * Pre-certify with the patient's insurance carrier in order to ensure maximum coverage to the limits of the insured's insurance policy. * Requesting copies of the insurance card(s) and drivers license or other government picture ID to confirm insurance benefits and identification. * Providing the Medicare letter for Medicare patients; also completing the Medicare Secondary Payor Questionnaire (MSP) and Advance Beneficiary Notice (ABN). * Referring the patient to the Patient Account Liaison (PAL) if they are unable to secure satisfactory payment arrangements. Also assisting the PAL in obtaining additional patient information, copies of insurance card(s) and church information. * Obtaining all required signatures for the 'consent to treat' and assignment of insurance benefits forms. Coordinates both the Verification of Benefits (VOB) and Pre-certification/documentation (PA) processes for patients by: * Verifying insurance coverage by calling the insurance company or using online eligibility systems to determine the patient's benefits under the insurance plan. * Obtaining pre-certification information from the insurance company's pre-certification unit (i.e., whether pre-certification is required, if the ordering physician has completed it, etc.). Notifies the appropriate area of the patient's arrival and ensures that the patient is escorted to the appropriate location by: * Notifying the assigned Unit of the patient's arrival. * Preparing the patient's chart, ID band and labels for the medical record. * Arranging for an escort to assist the patient to the assigned unit (by wheelchair or by walking with the patient). Performs other functions to maintain personal competence and contribute to the overall effectiveness of the department by: * Completing other job-related assignments and projects as directed. ORGANIZATIONAL RESPONSIBILITIES Associate complies with the following organizational requirements: * Attends and participates in department meetings and is accountable for all information shared. * Completes mandatory education, annual competencies and department specific education within established timeframes. * Completes annual employee health requirements within established timeframes. * Maintains license/certification, registration in good standing throughout fiscal year. * Direct patient care providers are required to maintain current BCLS (CPR) and other certifications as required by position/department. * Consistently utilizes appropriate universal precautions, protective equipment, and ergonomic techniques to protect patient and self. * Adheres to regulatory agency requirements, survey process and compliance. * Complies with established organization and department policies. * Available to work overtime in addition to working additional or other shifts and schedules when required. Commitment to Beacon's six-point Operating System, referred to as The Beacon Way: * Leverage innovation everywhere. * Cultivate human talent. * Embrace performance improvement. * Build greatness through accountability. * Use information to improve and advance. * Communicate clearly and continuously. Education and Experience * The knowledge, skills and abilities as indicated below are normally acquired through the successful completion of a master's degree in social work or the counseling field. A minimum of two years experience conducting psychiatric assessments is preferred. Knowledge & Skills * Requires thorough knowledge of procedures and techniques required to treat targeted patient population. * Demonstrates clear, effective communication and interpersonal skills, including verbal, written, and listening skills. * Requires ability to independently prioritize and organize work activities and work effectively under pressure. * Requires ability to identify and utilize appropriate resources. * Demonstrates computer literacy and the ability to use various computer programs. Working Conditions * Works in various environments with frequent changes in job demands. Physical Demands * Requires the physical ability and stamina to perform the essential functions of the position.
$45k-59k yearly est. 38d ago
Social Worker BH Admissions
Beacon Health System 4.7
South Bend, IN jobs
Reports to the Admissions Manager. Utilizes clinical expertise to perform assessments of patients potentially requiring mental health services. MISSION, VALUES and SERVICE GOALS * MISSION: We deliver outstanding care, inspire health, and connect with heart. * VALUES: Trust. Respect. Integrity. Compassion. * SERVICE GOALS: Personally connect. Keep everyone informed. Be on their team. Performs initial assessment of patient and coordinates patient care throughout the entire continuum of care by: * Performing psychiatric assessments. * Obtains initial authorization if applicable. * Consulting with physicians and other health care providers to assure effective implementation of patients' plans of care. * Communicating treatment recommendations made by the doctor, which may include coordination of community services, follow-up care, and education. * Ensure completeness and accuracy of the medical record. * Reporting patient outcome information to the manager. * Assists with Social Work services on the inpatient units as needed. Participates in continuous quality improvement by: * Compiling and analyzing data to generate reports that accurately represent utilization trends and patterns. Registers patients in order to obtain demographic, physician, and insurance information in accordance with established departmental policies and procedures by: * Interviewing patients/obtaining collateral information via telephone for pre-admission or for admission upon presentation in the intake area or patient room. * Obtaining identification, demographic, physician and insurance information from patients and accurately entering this information into the Hospital financial system. * Updating the system after validation of the new patient's financial information. * Pre-certify with the patient's insurance carrier in order to ensure maximum coverage to the limits of the insured's insurance policy. * Requesting copies of the insurance card(s) and drivers license or other government picture ID to confirm insurance benefits and identification. * Providing the Medicare letter for Medicare patients; also completing the Medicare Secondary Payor Questionnaire (MSP) and Advance Beneficiary Notice (ABN). * Referring the patient to the Patient Account Liaison (PAL) if they are unable to secure satisfactory payment arrangements. Also assisting the PAL in obtaining additional patient information, copies of insurance card(s) and church information. * Obtaining all required signatures for the 'consent to treat' and assignment of insurance benefits forms. Coordinates both the Verification of Benefits (VOB) and Pre-certification/documentation (PA) processes for patients by: * Verifying insurance coverage by calling the insurance company or using online eligibility systems to determine the patient's benefits under the insurance plan. * Obtaining pre-certification information from the insurance company's pre-certification unit (i.e., whether pre-certification is required, if the ordering physician has completed it, etc.). Notifies the appropriate area of the patient's arrival and ensures that the patient is escorted to the appropriate location by: * Notifying the assigned Unit of the patient's arrival. * Preparing the patient's chart, ID band and labels for the medical record. * Arranging for an escort to assist the patient to the assigned unit (by wheelchair or by walking with the patient). Performs other functions to maintain personal competence and contribute to the overall effectiveness of the department by: * Completing other job-related assignments and projects as directed. ORGANIZATIONAL RESPONSIBILITIES Associate complies with the following organizational requirements: * Attends and participates in department meetings and is accountable for all information shared. * Completes mandatory education, annual competencies and department-specific education within established timeframes. * Completes annual employee health requirements within established timeframes. * Maintains license/certification, registration in good standing throughout fiscal year. * Direct patient care providers are required to maintain current BCLS (CPR) and other certifications as required by position/department. * Consistently utilizes appropriate universal precautions, protective equipment, and ergonomic techniques to protect patient and self. * Adheres to regulatory agency requirements, survey process and compliance. * Complies with established organization and department policies. * Available to work overtime in addition to working additional or other shifts and schedules when required. Commitment to Beacon's six-point Operating System, referred to as The Beacon Way: * Leverage innovation everywhere. * Cultivate human talent. * Embrace performance improvement. * Build greatness through accountability. * Use information to improve and advance. * Communicate clearly and continuously. Education and Experience * The knowledge, skills, and abilities as indicated below are normally acquired through the successful completion of a master's degree in social work or the counseling field. A minimum of two years of experience conducting psychiatric assessments is preferred. Knowledge & Skills * Requires thorough knowledge of procedures and techniques required to treat targeted patient population. * Demonstrates clear, effective communication and interpersonal skills, including verbal, written, and listening skills. * Requires ability to independently prioritize and organize work activities and work effectively under pressure. * Requires the ability to identify and utilize appropriate resources. * Demonstrates computer literacy and the ability to use various computer programs. Working Conditions * Works in various environments with frequent changes in job demands. Physical Demands * Requires the physical ability and stamina to perform the essential functions of the position.
$45k-59k yearly est. 60d+ ago