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Strategic Finance Associate
Menlo Ventures
Remote forex trader job
About the Role
Join Chime's Growth & Marketing Finance team as a Strategic Finance Associate, where you will support the Marketing function by driving expense forecasting, budgeting, and strategic initiatives across key areas such as Brand campaigns and partnerships, creative production and agencies, software tooling, and headcounts. This is a critical investment area at Chime, and this role offers high visibility and impact.
You will help manage the marketing budget in close partnership with Marketing stakeholders, serving as a trusted thought partner to ensure forecasts are accurate, influence decision-making, and support Chime's broader financial strategy. We're looking for someone who is highly analytical, detail-oriented, and a clear, confident communicator with a strong bias toward action. You excel at building strong cross-functional partnerships, know how to balance precision with speed, and will play a key role in improving the accuracy and reliability of marketing expense forecasts over time.
The base salary offered for this role and level of experience will begin at $105,000 and up to $145,000. Full-time employees are also eligible for a bonus, competitive equity package, and benefits. The actual base salary offered may be higher, depending on your location, skills, qualifications, and experience.
In this role, you can expect to:
Develop, deliver, and maintain clear, insightful reporting that helps business leaders stay within budget and operate efficiently
Own and continuously improve the budgeting and forecasting process, enhancing accuracy through strong modeling, disciplined assumptions, and process improvement
Partner cross-functionally with Marketing and Finance stakeholders to support bottoms-up planning and strategic initiatives
Build and maintain financial models and dashboards that provide data-driven insights and influence decision-making
Continuously improve financial tools, processes, and operating cadences to support Chime's growth and enable smarter, faster decisions
Leverage automation and emerging AI capabilities to enhance reporting, streamline workflows, and improve scalability
To thrive in this role, you have:
4+ years of relevant experience in FP&A, Strategic Finance, investment banking, Big 4, consulting, or a related field, ideally within a high-growth technology environment
Advanced Excel or Google Sheets skills, with hands-on experience building budgeting and forecasting models that enable business partners to make informed financial decisions
Strong ability to work comfortably with large, complex datasets and translate them into actionable insights
Demonstrated experience partnering cross-functionally-particularly with non-finance stakeholders-to influence decisions and drive outcomes
High attention to detail and a strong ownership mindset, with the ability to manage multiple priorities and deliver accurate work in a fast-paced environment
Clear and confident communication skills, with the ability to synthesize data into insights and recommendations for diverse audiences
Experience with SQL, Looker, or other BI tools is a plus
A little about us
At Chime, we believe that everyone can achieve financial progress. We created Chime-a financial technology company, not a bank*-on the premise that core banking services should be helpful, easy, and free. Through our user-friendly tools and intuitive platforms, we empower our members to take control of their finances and work towards their goals. Whether it's starting a savings account, purchasing a first car or home, launching a business, or pursuing higher education, we're proud to have helped millions unlock their financial potential.
We're a team of problem solvers, dreamers, and builders with one shared obsession: our members. From day one, Chimers have worked tirelessly to out-hustle and out-execute competitors to bring our mission to life. Their grit and determination inspire us to work harder every day to deliver the very best experience possible. We each bring an owner's mindset to our work, refusing to be outdone and holding ourselves accountable to meet and exceed the highest bars for our teams, our company, and our members.
We believe in being bold, dreaming big, and taking risks, while also working together, embracing our diverse perspectives, and giving each other honest feedback. Our culture remains deeply entrepreneurial, encouraging every Chimer to see themselves as stewards of our mission to help everyday Americans unlock their financial progress.
We know that to achieve our mission, we must earn and keep people's trust-so we hold ourselves to the highest standards of integrity in everything we do. These aren't just words on a wall-our values are embedded in every aspect of our business, serving as a north star that guides us as we work to help millions achieve their financial potential.
Because if we don't-who will?
*Chime is a financial technology, not a bank. Banking services provided by The Bancorp Bank, N.A. or Stride Bank, N.A., Members FDIC.
What we offer for our full-time, regular employees
🏢 Our in-office work policy is designed to keep you connected - with four days a week in the office and Fridays from home for those near one of our offices, plus team and company-wide events depending on location. Whether you're coming in regularly or is part of our fully remote program, you'll stay engaged with your work and teammates. **
💻 In-office perks including backup child, elder, and/or pet care, plus a subsidized commuter benefit to support your regular commute **
💰 Competitive salary based on experience **
✨ 401k match ** plus great medical, dental, vision, life, and disability benefits
🏝 Generous vacation policy and company-wide Chime Days, bonus company-wide paid days off **
🫂 1% of your time off to support local community organizations of your choice
👟 Annual wellness stipend to use towards eligible wellness related expenses
👶 Up to 24 weeks of paid parental leave for birthing parents and 12 weeks of paid parental leave for non-birthing parents
👪 Access to Maven, a family planning tool, with $15k lifetime reimbursement for egg freezing, fertility treatments, adoption, and more.
🎉 In-person and virtual events to connect with your fellow Chimers-think cooking classes, guided meditations, music festivals, mixology classes, paint nights, etc., and delicious snack boxes, too! **
💚 A challenging and fulfilling opportunity to join one of the most experienced teams in FinTech and help millions unlock financial progress **
** Perks also available to Chime Interns.
We know that great work can't be done without a diverse team and inclusive environment. That's why we specifically look for individuals of varying strengths, skills, backgrounds, and ideas to join our team. We believe this gives us a competitive advantage to better serve our members and helps us all grow as Chimers and individuals.
Chime is proud to be an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, genetic information, veteran status, or any other legally protected basis under provincial, federal, state, and local laws, regulations, or ordinances. We will also consider qualified applicants with criminal histories in a manner consistent with the requirements of state and local laws, including the San Francisco Fair Chance Ordinance, Cook County Ordinance, NYC Fair Chance Act, and the LA City Fair Chance Ordinance, and consistent with Canadian provincial and federal laws. If you have a disability or special need that requires accommodation during any stage of the application process, please contact ******************.
To learn more about how Chime collects and uses your personal information during the application process, please see the Chime Applicant Privacy Notice.
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$105k yearly 2d ago
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SBA Banker III
Seacoast National Bank 4.9
Forex trader job in Columbus, OH
The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to:
Call Planning and Follow-Up
Client Retention Calls
New Client Prospecting
Outbound Telephone Calling Efforts
Networking Events
Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals.
Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment.
Source and build new business relationships.
Credit Acumen
Complete understanding of all business credit facilities including, but not limited to:
Structuring proper terms and product based on business need, useful life and business growth.
Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential.
Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy.
Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations.
Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities.
Able to balance business needs with customer requests while managing potential risk to the bank.
Adheres to Seacoast Bank's Code of Conduct.
Acts as a mentor to junior level SBA Lenders within Seacoast Bank.
Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed.
EDUCATION and/or EXPERIENCE:
High School Diploma or equivalent required.
College degree in a financial related discipline preferred.
5+ years of directly related SBA experience preferred.
10+ years in business development and/or financial services experience required.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$38k-69k yearly est. 3d ago
Remote Equity Trader Position
T3 Trading Group 3.7
Remote forex trader job
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Job 3:
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$81k-142k yearly est. Easy Apply 60d+ ago
Energy Storage Real -Time Energy Trader / Power Trader - REMOTE
Thinkbac Consulting
Remote forex trader job
Real\-Time Energy Trader \/ Power Trader \- Renewables & Battery Storage
Locations: HYBRID (Houston, TX Area) \- Relocation Assistance Available
This is an opportunity to join an industry leading renewable energy venture with strong private equity backing that is focused on the development, execution, and operations of dynamic utility\-scale energy storage projects. They are at the forefront of the industry, have accumulated over 9GW+ nationwide portfolio of projects that include a utility\-scale fleet of grid\-connected operating standalone battery storage assets
This is a business critical role that will be join a team of Energy Traders on a growing Asset Management Division. The initial focus will be on the ERCOT Market leading renewable energy and battery storage real\-time trading transactions but the scope will expand to evaluation of the company's portfolio of utility\-scale renewable energy assets across all ISO \/ RTO markets in the United States.
It will be part of a creative team focused on energy storage \/ battery storage trading strategies and real\-time energy pricing. The incumbent will also help pioneer the continued build\-out and utilization of a proprietary battery storage \/ energy storage management platform for utility\-scale renewable projects.
They are committed to creating more renewable infrastructure solutions for the grid and are offering industry competitive compensation packages to their employees leading the drive to meet company goals. Other perks included a competitive base salary, open PTO policy, flex work hours, 401K match, solid health benefits, the opportunity to work with a transparent Executive Leadership Team..and more.
RESPONSIBILITIES:
The Renewables Power Trader \/ Real\-Time Energy Trader \- Execute real\-time power market strategies focused on optimizing the company's utility\-scale battery storage assets across ISO\/RTOs nationwide.
The Renewables Power Trader \/ Real\-Time Energy Trader \- drives virtual, PTP, hedging, and co\-optimization energy storage real\-time trading strategies for assets in the portfolio
The Renewables Power Trader \/ Real\-Time Energy Trader \- supports the analysis and development of back\-testing models, renewable energy product valuations, project finance, and risk analysis.
The Renewables Power Trader \/ Real\-Time Energy Trader \- Advising the Scheduling Coordinator on real\-time market changes that could impact the performance of energy storage assets to ensure optimal BESS availability. This includes Day Ahead \/ Real Time operations such as outage coordination, dispatch, and capacity replacement transactions.
The Renewables Power Trader \/ Real\-Time Energy Trader \- Executes real\-time, day\-ahead, and ancillary bids including virtual\/physical power market transactions that override the energy storage trading algorithm where relevant.
The Renewables Power Trader \/ Real\-Time Energy Trader \- Acts as the SME on trends across all US Power Market activities and maintains the company's market registrations for multiple ISO\/RTO markets.
QUALIFICATIONS:
Utility\-scale renewables or power market experience evaluating market conditions to identify sales\/purchase\/arbitrage opportunities
Proven track record of success in power trading including experience with portfolio optimization and physical\/virtual power trading dynamics dealing with various energy platforms (renewables, solar, wind, BESS, energy storage, natural gas, O&G, Hydro...etc)
Must have experience with scheduling\/trading applications \- NERC Tagging \/ E\-tags, ISO Scheduling Portals, and SCADA Management platforms
Well versed in in real\-time energy trading, derivatives, power marketing, and transmission market operations including any relevant NERC, FERC, or transmission tariff\/compliance initiatives
Solid analytical background focused on power market pricing, hedging strategies, transaction structuring, and risk assessments
Must have an understanding of national energy markets and renewable energy portfolios (PJM, ERCOT, SPP, MISO, NYISO, ISO\-NE, and CAISO)
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$62k-98k yearly est. 60d+ ago
Commodities Trader/Product Developer
Azure Farms Inc.
Remote forex trader job
Job DescriptionDescription:
About Azure Standard
Azure Standard is the largest independent food distributor in the United States, serving families, retailers, restaurants, and manufacturers with the highest quality natural, organic, and non-GMO foods. Azure is a mission-driven company rooted in a passion for healthy and abundant living.
As a family-owned and faith-led business, we operate by a set of deeply held core values:
We care about people
We build relationships
We do what's right
We forgive and embrace the moment
We serve with joy
We live with purpose
At Azure, you're not just part of a company, you're part of a movement that believes in sustainable food systems, honest business practices, and building community through meaningful service.
Basic Job Purpose/Function:
The Import Commodities Trader is responsible for all aspects of the procurement of bulk and natural/organic food products at Azure Standard within their account range designated by the Purchasing Manager.
The Commodities Trader sources products, ensures quality, maintains customer satisfaction, researches opportunity vs risk, prices Azure Market and Azure Market Organics Brand bulk products. In addition, this position handles all Azure Mill direct and custom processing of sales and works with various departments to keep processes running smoothly.
Job Duties
In collaboration with the Product Discovery team, source and add the right new bulk products at the right price to serve Azure customers.
Create new suppliers folders, onboard approved products.
Source direct suppliers of products vs brokerages whenever possible.
Research market pricing for contracts and handle price negotiations with suppliers.
Create purchase orders and time arrivals to ensure product availability.
Develop and maintain relationships with high quality manufacturers and suppliers.
Create and maintain contracts with suppliers and work with the purchasing team on timely delivery of those contracts.
Work with the CFO to keep inventory contracts within budget.
Service Azure Wholesale Team to handle customer demand through pricing and order fulfillment methods.
Develop and maintain relationships with custom manufacturing accounts and work with our in-house manufacturers to ensure timely delivery of the product.
Maintain customer pricing on all commodity type Azure Market and Azure Market Organic products, with focus on Azure Market Organics as primary and Azure Market as to when products are not available in Organic form.
Understand the necessary documentation required for onboarding and maintaining organic products and the ability to review them accurately.
Works with the marketing team and other departments to maintain and supply product information and documentation in a timely and accurate manner.
Works closely with the logistics department to handle nonstandard loads to and from vendors and customers. Updating the warehouse receiving team with any special needs or instructions.
Ensure product quality throughout product development projects, obtaining samples and quality checks at the warehouse.
Closely analyze best international freight rates and develop relationships with several shippers around the world to ensure proper freight methods
Manage communications with domestic freight brokers on importation
Stay current on world's tax and tariff schedule to ensure pricing structure
Use critical thinking processes in all decision making
Apply SMART technique methods
Works closely with all stakeholders to achieve expectations of the Azure product Brands
Achieves milestones
All other duties assigned by the Purchasing Manager.
Requirements:
REQUIREMENTS
Lives and demonstrates Azure Core Values.
Experience in commodities trading, importing/exporting.
Ability to build excellent relationships for sales and provide superior customer service.
Deep understanding of natural/organic food and lifestyle.
Great communication and leadership skills.
Proficient spreadsheet and business analytics skills.
Knowledgeable in food safety and organic standards.
WORKING CONDITIONS
This is primarily a remote position, but requires traveling to Azure from time to time for meetings, training, company events, travel to food shows etc.
Should be able to sit for prolonged periods of time.
Have reliable high speed internet and quiet office working conditions.
WORK ENVIRONMENT REQUIREMENTS
Must have a high-speed, stable internet connection with a router capable of a wired (plug-in) connection.
Must have a dedicated, distraction-free workspace suitable for focused, professional work.
Caregiving during work hours is not permitted.
Must work on company-provided equipment, which includes:
Computer
Two monitors
Keyboard and mouse
Headset
TIME OFF & HOLIDAYS
Paid Holidays: Memorial Day, Independence Day, Labor Day, Thanksgiving Day, and Christmas Day
Paid Time Off (PTO) and Vacation: Awarded based on company policy
BENEFITS
Eligibility: Benefits begin on the first of the month following 60 days of employment.
Comprehensive Benefits Package Includes:
Paid Training Program
Redirect Health Medical Plan
Amaze/Envita Bio-Med Health Plan
Voluntary Vision & Dental Plans
AFLAC Voluntary Supplemental Insurance Plans
Voluntary Life and Disability Insurance
Oregon Saves Retirement Plan
Paid Leave Oregon (for Oregon residents)
LegalShield & Identity Shield
AzureWell 20% Product Discount Code
Free Employee Assistance Program (Canopy EAP)
Free SmartDollar Employee Financial Wellness Program
15%+ Azure Cash Employee Discount Shopping Program
Employee Discounts at the Azure General Store, Gas Station, and Dufur Market
$62k-104k yearly est. 25d ago
Future Role at Catio
Catio
Remote forex trader job
Catio is building the world's first AI-powered Copilot for Tech Architecture-helping CTOs, architects, and developers plan high-ROI architectures, modernize and optimize their tech stacks, and make faster, smarter decisions using AI-driven intelligence. Backed by top-tier VCs and led by industry experts in AI, cloud, and enterprise architecture, we aim to democratize the intelligence and know-how for designing, evaluating, and evolving world-class tech stacks across industries worldwide.
Join Our Talent Community for Future Roles at Catio
Although we may not have a role open for you currently, we're in the midst of aggressive scaling and are always on the lookout for exceptional individuals to join our dynamic team in the future. We encourage you to apply.
Why Consider a Future at Catio?
Innovative Impact: We're not just developing a product; we're building a platform that has the potential of revolutionizing how companies can harness world class level tech stacks to propel their business.
Culture of Collaboration: Thrive in a fully remote workplace that champions diversity, creativity, and thought leadership, working from anywhere with an amazing team.
Unmatched Benefits: Enjoy a comprehensive benefits package, including health, dental, vision insurance, unlimited PTO, and a supportive work-life balance.
Be Part of Something Bigger: Your work at Catio will have a tangible impact on companies worldwide, democratizing access to advanced tech architecture intelligence and know-how.
Who We're Looking For:
We're keen to connect with exceptional individuals who are passionate about technology, eager to tackle challenges, and ready to contribute to a dynamic team. While we're not hiring now and are gearing up to scale aggressively toward middle 2024, we're interested in hearing from individuals across various disciplines who believe they can become bar-raisers and can contribute meaningfully to our mission, to build the relationship!
How to Express Interest:
If you're inspired by the prospect of shaping the future of tech stack architectures and want to be considered for future opportunities with Catio, we invite you to share your resume and a brief note about your interest and potential fit for our team. Join our talent community today, and be the first to know about exciting roles as they become available.
Catio: Where Your Future Is Built Today
Shape the Future with Catio
Join a world-class team of AI, engineering, and business leaders from Splunk, Atlassian, Dropbox, and more to build a category-defining platform.
At Catio, we offer top-tier compensation for startups at our stage, ensuring highly competitive salaries along with significant equity in a rapidly growing, VC-backed company. We are also committed to fostering an inclusive and diverse workplace and welcome applicants of all backgrounds and identities.
Join us and help revolutionize how companies plan and optimize their tech stacks using AI-driven intelligence!
$71k-120k yearly est. Auto-Apply 60d+ ago
Financial Services Advisor (Remote)
Ohana Outreach Financial
Remote forex trader job
Job DescriptionHelp clients while building your own income stream. You'll be trained to follow a simple, proven process. Performance-based earnings with flexibility. What We Provide Training & mentorship (no experience required) Access to reputable insurance carriers
Optional third-party benefits and incentive opportunities
Remote work with flexible scheduling
Trips, bonuses, and optional benefits are performance-based and not guaranteed.
Requirements
Life Insurance License (or willing to obtain - state timelines vary)
Authorized to work in the U.S.
Must pass a background check
Self-motivated and comfortable working independently
Prior sales, service, or leadership experience is helpful but not required
Compensation
Commission paid directly by partnered carriers
Earnings are based on individual sales performance
Opportunities for higher commission tiers and bonuses based on results
How to Apply
If you're looking for a flexible, sales-driven career helping families protect their financial future, apply today to schedule a short introductory call.
$30k-63k yearly est. 20d ago
General Interest - Experienced Investment Banker - Columbus or Cleveland
Copper Run Capital
Forex trader job in Columbus, OH
Headquartered in the heartland, Copper Run is a different kind of investment bank. We focus exclusively on middle market transactions, providing buy-side and sell-side M&A advisory on deals between $10M and $250M. We pride ourselves on delivering Wall Street execution for our clients while remaining grounded in solid Midwestern values. Our clients include top-tier private equity firms, sponsor-backed companies, and middle market businesses.
Our firm is continuing to grow and is always looking for bankers who can immediately help execute on our excess deal flow as well as support our business development.
QUALIFICATIONS
Experience in investment banking, commercial banking, corporate finance, or similar fields
A track record of:
Sourcing Deals - including the ability to originate leads, market the firm to the potential client, and manage the engagement letter negotiation process
Marketing Deals - utilizing strong communication skills and the eagerness to personally contact potential counterparties for deals
Completing Transactions - including the ability to compile marketing materials, structure transactions, and successfully negotiate transactions, especially through the inevitable roadblocks
Capable of effectively leading multiple day-to-day client relationships with the CEOs/business owners over long periods of time and multiple client engagements
Ability to market transactions to private equity firms, strategic buyers, etc., with the ideal candidate already possessing solid relationships with said parties but not mandatory
Self-motivated, personable (both with clients and colleagues), enjoys networking, and has a strong work ethic
Ability to have fun
FINRA Series 79, 7, and 63 a plus but not mandatory to start
EEO STATEMENT (Equal Employment Opportunity)
Copper Run is an equal employment opportunity employer. We welcome all applicants and evaluate each on the basis of job qualification. We do not consider race, color, religion, gender, sexual orientation, gender identity, pregnancy, national origin, ancestry, citizenship, age, disability, genetic information, marital status, status as a covered veteran, status as a victim of domestic violence, or any other legally protected status in accordance with applicable federal, state, and local laws. This policy shall apply to all phases of the employment relationship including hiring, upgrading, promoting, disciplining, transferring, reducing in force, terminating, and compensating personnel. Furthermore, CR will provide reasonable accommodation.
$114k-213k yearly est. Auto-Apply 60d+ ago
Hybrid Head Teller / Financial Services Advisor
Myusa Credit Union
Remote forex trader job
MyUSA Credit Union is a $350 million financial institution with offices in Middletown (2), Trenton, Kettering (2), Moraine, Springfield and Vandalia. We are seeking interested candidates for a Hybrid Head Teller / Financial Services Advisor (personal banker) position at our Kettering (Dorothy Lane) location. The Hybrid position requires an aggressive, enthusiastic, member service driven person who is motivated to succeed. Hybrid Responsibilities include:
Interview, counsel, and assist members regarding all of their financial service needs
Process new account and loan requests; service existing accounts
Knowledge in all aspects of the Credit Union's products and services
Successfully refer products and services to new and existing members
Expected to assist in all general areas of branch operations
Hybrid Qualifications include:
Live the values: Positive Empowerment, Compassionate Relationships, Transformative Service, and Collaborative Innovation. (Visit ************************* to learn more)
The ideal candidate should have a high school diploma or equivalent financial services industry experience. Bachelor's Degree preferred or equivalent course work, training, and financial services experience
Familiarity with branch operations and financial services products and services preferred
Effective communication skills (oral and written)
Able to demonstrate excellent interpersonal and organizational skills
Strong computer skills and ability to operate standard office machines needed to perform the job
MyUSA Credit Union is an equal opportunity employer. Job Type: Full-time Benefits:
401(k) Matching
Generous Paid Time Off
Company paid Life, AD&D and Disability Insurance
Credit Union membership
Health, Dental, & Vision insurance
Employee Assistance Program
Flexible Spending Account
Health Savings Account
Referral program
Physical setting:
Office
Schedule:
Day shift
Education:
High school or equivalent (Required)
$30k-63k yearly est. 9d ago
Student Financial Services Advisor
Wheaton College 4.1
Remote forex trader job
SFS Advisor
Responsible for student and parent counseling regarding costs, billing, payments, scholarships, and financial aid. Exercises discretion and independent judgement with respect to matters of significance, such as extenuating circumstances, resolving conflicting information, and handling complaints, and related issues. Supports the overall business operations of Student Financial Services with specialized areas of responsibility, including state grant oversite and federal grant reporting and processing. The SFS Advisor position reports to the Assistant Director of Operations. This is a full time position and pays $51,000-$54,000 annually.
Duties and Responsibilities
Acquires and maintains working knowledge of all federal, state and college regulations as related to costs, billing, payments, scholarships, and financial aid, including attending workshops or training seminars as required. Apply regulatory requirements to the business operations of Student Financial Services.
Provides a welcoming and professional presence when meeting with students and parents. Responds to phone calls and emails in an accurate, timely, and expert manner.
Using organizational skills and ability to analyze complicated problems, take initiative and manage multiple tasks while working both independently and as part of a team in a dynamic environment.
Responsible for an assigned section of students to counsel, evaluating application information, and responding to questions. Coordinates the financial aid award for proper packaging and disbursement of funds.
Exercise discretion and independent judgement with respect to assessing the eligibility of students for appeals.
Leads the processing of the Illinois state grant and scholarship programs through updating students' awards, completing timely and accurate reporting, and reconciliation of payments. Reviews Alternative Applications for Illinois financial aid eligibility. Documents and updates the internal processes, troubleshoots problems, and responds to staff questions related to Illinois state grant programs.
Formulate, interpret, and implement procedures and processing of the Federal Pell Grant program through completing timely and accurate origination and disbursement record reporting to the Department of Education as defined in the federal regulations and resolving rejected origination and disbursement records.
Document and update internal Pell reporting operations, troubleshoot problems, and respond to staff questions related to originations and disbursements for the Federal Pell Grant program. Provide consultation and expert advice to management.
Utilizes the U.S. Citizenship and Immigration Services (USCIS) SAVE system to determine student eligibility for federal and state aid.
Serve as liaison with the Global Programs and Studies Department regarding processing Study Abroad forms including entries in the GoGlobal system.
Perform weekly
This job description is intended to represent key areas of responsibility; specific assignments may vary from time to time, and other duties may be assigned.
Qualifications
Strong organizational skills with a high level of attention to detail
Excellent interpersonal, communication and writing skills
Good computer aptitude
Bachelor's degree required
Prior financial aid experience preferred
Physical Requirements
The employee is regularly required to sit, talk, or hear; frequently required to use repetitive hand motion, handle or feel, and to stand, walk, reach, bend or lift up to 10 pounds.
FLSA Status - Exempt
As a Christ-centered community, Wheaton College faculty and staff must affirm the College's Statement of Faith as expressing their own theological convictions and agree to live by the moral standards in Wheaton's Community Covenant, modeling these commitments for the Christian formation of our students. Wheaton College faculty and staff also support the Christ-Centered Diversity Commitment which highlights our desire to treat all individuals as equal image-bearers of Jesus Christ through diversity, inclusion, justice and unity.
Updated March 2023
$51k-54k yearly Auto-Apply 11d ago
Student Financial Service Advisor
Remington College 4.2
Remote forex trader job
Provides assistance to students applying for enrollment to Remington College and offering financial assistance options. Essential Duties and Responsibilities: * Adheres to all Company policies and procedures, and operates within state and federal statutes and regulations and within standards of accreditation at all times.
* Assists student questions when applying for financial aid and provides them information about financing options to fund their education.
* Ask questions of students to determine what types/amounts of financial aid, if any, they may be eligible to receive.
* Responds to students' requests for help with financial aid information and to their related questions.
* Assists students with the preparation and completion of financial aid applications when needed.
* Follows up with students to help ensure the timely completion of applications and filings and any required documentation in support of those applications.
* Reviews Estimated Award Letters with students.
* Assist with final submission or packaging students for financial assistance each academic term.
* Performs other duties or special projects as assigned.
* Maintains professional and effective working relationships with all other Company personnel.
* Conducts his or her professional and personal life in a fashion that fosters a positive impression of the Company.
* Performs the job on site when required. Remote work is appropriate when onsite work is not required. Subject to change if superseded by Human Resource policy regarding remote work
Job Requirements
Education:
* At least a high school diploma (associate degree Preferred)
Experience:
* A minimum of two (2) years of federal student financial aid experience (Global Service experience a plus)
* Experience in customer service preferred.
* Demonstrated proficiency in MS Office (Word, Excel, and PowerPoint).
* Experience with Learning Management System (LMS) student software a plus.
$64k-107k yearly est. 4d ago
Remote Financial Representative- Entry Level
The Delaney Agency 4.1
Remote forex trader job
About the Opportunity: LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales. We have qualified leads and step-by-step training to help you succeed in a performance-based, commission-only role. If you're self-motivated and ready to work, we're ready to help you grow.
Key Responsibilities:
Conduct virtual consultations via phone or video with individuals who have requested information
Identify client needs and offer tailored coverage solutions
Follow up with prospects and manage your pipeline in our CRM
Participate in ongoing training and mentorship sessions
Work independently and meet individual performance goals
What We Offer:
Commission-based compensation with uncapped earning potential
Warm, high-intent leads
Remote work with flexible scheduling
Access to ongoing coaching, scripts, and support
Clear advancement path for motivated individuals
Qualifications:
No sales experience required-training provided
Excellent communication and interpersonal skills
Self-disciplined, goal-oriented, and coachable
Comfortable using basic digital tools (Zoom, CRM)
Must be legally authorized to work in the U.S.
Life insurance license preferred (or willingness to obtain with guidance)
Ready to take control of your time and income?
Apply today to join LifePro Recruitment and build a career that fits your goals and lifestyle.
Job Types: Full-time, Part-time, Permanent
Pay: $67,090.60 - $80,797.28 per year
Benefits:
Dental insurance
Flexible schedule
Health insurance
Vision insurance
Compensation Package:
1099 contract
Bonus opportunities
Commission only
Commission pay
Work Location: Remote
$67.1k-80.8k yearly Auto-Apply 31d ago
CPQ Consultant - Financial Services
Accenture 4.7
Forex trader job in Columbus, OH
We are: Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise, we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: **********************
Our Digital Commerce services create new, innovative customer journeys through bleeding-edge, end-to-end solutions that unify the digital and physical. Leveraging deep industry knowledge and expertise, we build connected and personalized customer experiences that catalyze customer buying decisions-at speed and at scale. We strategize, design, develop and implement omni-channel B2C and B2B commerce capabilities, platforms and systems. By improving digital channel maturity and delivering integrated experiences, we boost customer interaction and engagement, delivering tangible results and a better bottom line.
You are:
You have proven work experience in the CPQ space. You are a problem solver with extensive consulting and industry experience. You have a mind for both technology and business, and you know the ins and outs of sales team functions and operations. You are a clear and effective communicator, and you have an open, relatable manner with clients and colleagues. You perform well in an agile, fast-paced working environment. You know how to balance being a leader with contributing to the collective efforts of the team.
The work: While there will never be a typical day at Accenture Song, we've highlighted a few of your exciting responsibilities:
+ Help clients transform and optimize their CRM, sales, quoting experience, and pricing strategies
+ Lead delivery teams that help clients build and manage customer relationships and maximize sales
+ Advise clients on ways to measure and improve their customer satisfaction and other business metrics
+ Establish long-term client relationships and identify opportunities to help build the Accenture Consulting practice
+ Manage and coach junior team members, and continue to grow your own expertise to help Accenture maintain its thought-leadership position
+ Help delivery large-scale CPQ solution implementations, providing hands-on contributions to the software design, development, and implementation.
+ Resolve integration and interfacing issues between various back-end systems.
+ Optimize application performance and scalability.
Here's what you'll need:
+ 4+ years of experience architecting CPQ solutions including capabilities such as:
+ Product modeling, configuration, and rules (CTO and ETO)
+ Guided configuration and selling
+ Pricing and discounting
+ Workflow and approvals
+ Quoting, document generation, and e-signature
+ Contracts, subscriptions, and renewals
+ Quote to order conversion
+ 2 years of experience using CPQ platform technologies such as Conga, SAP CPQ (formerly Callidus), Oracle CPQ Cloud (formerly Big Machines), PROS, and Salesforce Revenue Cloud (formerly Steelbrick).
+ A minimum of 2 years of hands on experience with development in order to support the dev team & validate code and/or scripts.
+ 1+ years of experience in the CPQ space within the Financial Services industry.
Bonus points if:
+ You have certifications in any of the following:
+ Oracle CPQ Cloud Certified Implementation Specialist
+ Salesforce CPQ Specialist
+ Salesforce Admin
+ Salesforce Developer
+ Conga CPQ Product Certification
+ Experience with cloud application architectures, data models, configuration, and customization
+ Experience with application integration methods including: Web service standards (WSDL, REST, SOAP, XML), Middleware/ETL, and bulk extract/load
+ Experience with several of the following languages or standards: SQL, SOQL, SOSL, Java, JavaScript, JQuery, JSON, HTML/XHTML, CSS, XML/XSL, BML, Apex, Visualforce
+ Experience in application architecture / enterprise architecture, systems integration and development, and package implementation with knowledge of interactive design
+ Expertise in working with other relevant CPQ packaged solutions
+ Firm understanding of web application design and analysis, design patterns, and object-oriented design
+ Strong leadership skills, including the ability to facilitate team and client meetings effectively and to deliver constructive feedback
+ Experience with web application design and analysis, design patterns, and object-oriented design
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. (************************************************************
Role Location Annual Salary Range
California $63,800 to $205,800
Cleveland $59,100 to $164,600
Colorado $63,800 to $177,800
District of Columbia $68,000 to $189,300
Illinois $59,100 to $177,800
Maryland $63,800 to $177,800
Massachusetts $63,800 to $189,300
Minnesota $63,800 to $177,800
New York/New Jersey $59,100 to $205,800
Washington $68,000 to $189,300
#LI-NA-FY25
Requesting an Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter.
Equal Employment Opportunity Statement
We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.
For details, view a copy of the Accenture Equal Opportunity Statement (********************************************************************************************************************************************
Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities.
Accenture is committed to providing veteran employment opportunities to our service men and women.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information.
Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
$40k-58k yearly est. 27d ago
Virtual Banker III - Plano TX, Columbus OH, Tempe AZ
Jpmorgan Chase & Co 4.8
Forex trader job in Columbus, OH
JobID: 210686991 JobSchedule: Full time JobShift: : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Virtual Banker III within Consumer Banking, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will act as the main point of contact for a select group of Chase's clients, managing a diverse portfolio of client banking relationships. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all.
Job Responsibilities
* Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs.
* Guide and set up self-service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience.
* Partner with One Chase Partners to connect customers to experts for specialized financial needs.
* Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly.
* Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively.
* Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations.
* Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems.
* Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits.
* Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank.
* Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs.
Required Qualifications, Capabilities, and Skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
* 2+ years of Branch Banking or equivalent experience in financial services with success in new client acquisition and revenue generation.
* Demonstrated client-first attitude with the ability to create a hospitable and friendly experience.
* Strong relationship-building skills, showing genuine care and concern during client interactions.
* Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email.
* Proficiency in quickly and accurately learning products, services, and procedures.
* Ability to work collaboratively as a team to deliver seamless service with care and sincerity.
* Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently.
* Proven client service experience or comparable experience.
* High school diploma, GED, or equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Experience adhering to banking policies, procedures, and regulatory requirements.
* Experienced in retail banking, financial services, or a consultative customer relationship role in related industries, such as hospitality service industries, with a proven track record of success in deepening client relationships and delivering results, including experience in cultivating relationships with affluent clients.
* College degree or military equivalent.
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan
Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
Purpose
To provide and grow the local delivery of insurance related products to members within assigned work area. To engage branch employees on general financial advisory topics to support the referral process.
This is a full-time, remote position.
9:00 AM - 6:00 PM -- Tuesday - Saturday. Shifts require working weekends and holidays.
Salary to be determined based on education, experience, and licenses.
Dimensions
This person acts as the primary personal lines (auto, homeowners, etc.) agent for one or more districts, providing quotes and writing policies as needed via phone. The insurance focused FAS Specialist also helps members with their life insurance and annuity needs. Finally, this person works directly with the FAS Contact Center Managers to provide the effective delivery of Financial Advisory Services.
Duties
Develops or increases proficiency as a life insurance agent to explain coverage options, deliver quotes, and write policies.
Develops or increases proficiency as a personal lines insurance agent to explain coverage options, deliver quotes, and write policies.
Develops a good understanding of all FAS solutions to coordinate and engage with other specialists as needed to assist with complex scenarios and ensure member needs are being met holistically.
Effectively works referrals to ensure members are connected with a qualified FAS employee.
Frequently communicates with the FAS Contact Center Managers about activities and results within assigned area.
Performs other tasks as assigned.
Requirements
Must have four-year degree, CCUE Certification, OR Associate of Arts or Associate of Science degree via the North Carolina College Transfer Program (NC-CTP) OR be fully licensed in life insurance and either Property & Casualty OR Personal Lines insurance
Must be fully licensed in insurance products OR become fully licensed within 3 months of hire by obtaining the following licenses:
Life and Health Insurance
Property and Casualty Insurance (NOTE: unlicensed hires will now be solely pursuing the Property and Casualty license.)
Some experience in the credit union or financial services industry is preferred.
Must maintain all required licenses after obtaining them and satisfy all continuing education requirements.
Must demonstrate excellent written and verbal communication skills
Must be self-motivated.
Must possess an aptitude for meeting people, developing member confidence, respect of members and co-workers, trust of Credit Union.
Must be able to quickly adapt to changes in daily work based on immediate needs.
Must have strong multi-tasking and organizational skills.
Be discreet in performance of duties and hold information about member accounts in strict confidence.
Work additional hours when necessary to execute responsibilities.
Must complete training, modules and education as directed by management.
Must be able to speak English fluently.
Must be able to cooperate and collaborate with co-workers.
Must be cordial in all interactions with members and co-workers.
Must adhere to the work schedule and attendance policy established by manager.
Regional travel required. Must possess vehicle and valid driver's license.
Job Environment
This is a remote work position. May be required to report in-person to the office at the request of management and to travel occasionally for trainings.
Office setting with physical proximity to other employees.
Some background noise from other employees, copy machine, and telephone. Some aspects of job will be performed at off-site premises.
Physical Demands
Must be able to comprehend and carry out verbal and written instructions.
Sits 50%, walk 25%, and stands 25% of the time.
Use hands and fingers to press keys on a computer keyboard to enter or retrieve information.
Use hands and fingers to press telephone key pad and lift telephone receiver.
Must be able to comprehend phone calls.
Must be able to communicate clearly in answering members questions.
Must listen well to ascertain the services needed by each member.
Climbing stairs may be necessary in branches that are housed on more than one floor. Visual acuity is required to complete necessary documentation.
Must be able to lift 5 pounds.
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
$44k-79k yearly est. Auto-Apply 1d ago
Small Business Banker II
Northwest Bank 4.8
Forex trader job in Columbus, OH
The Small Business Banker II services a wide variety of business loans including commercial and industrial loans, SBA, and commercial real estate while working as part of a team with branches, credit, and product partners. This position develops meaningful relationships and engages in cross- selling credit and noncredit products as appropriate.
Essential Functions:
Develop new and expanding existing small business relationships
Consistently achieve 8-12% year over year net balance sheet growth on an annual basis depending upon market conditions and regional budget assignment
Develop partnerships with Branch Managers, Treasury Management Advisors, Merchant Services and Trust and Investment Advisors to promote additional business opportunities and profitability for Northwest
Call on potential or existing customers to develop new business as well as retain existing business with companies with revenues generally less than $10 million
Engages in joint-calling activity with branch partners at a regular frequency
Works to promote cross-sell behaviors personally and within assigned branch territory
Interview applicants to develop information concerning their financial needs and repayment ability in order to assess acceptable level of risk
Follow current loans to ensure complete compliance with terms
Proactively keep abreast of industry trends
25% of calls prospecting new clients and relationships
Achieve and exceed budget goals as assigned by Region
Actively participate in community affairs
Encourage clients to maintain their personal banking at Northwest
Prepare electronic loan applications for submission to Credit
Make loan presentations and recommendations to Credit, team leaders and senior line of business managers as required
Partner with credit to ensure annual reviews and line of credit renewals are completed on a timely basis
Ensure noncredit clients have appropriate treasury management, merchant services and other related commercial services
Ensure risk ratings are appropriate based on your knowledge of the client
As required, collect on delinquent accounts
Analyze financial statements and related credit material to assess risk on a continuous basis
Complete loan closings as required
Provide credit information and references for internal review as requested
Ensure all credit files include current financial statements, agency reports, etc.
Participate in continued sales and credit training
Complete all required Compliance training in a timely basis
Ensure compliance with all Regulatory requirements
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Qualifications:
Bachelor's Degree Business, Accounting, Finance, Economics, or Marketing preferred
5 - 6 years Business Banking/Branch Management experience with intensive Business Focus required
Knowledge of all cash management services
Knowledge of credit, SBA (Express, SBA 7a, and SBA 504), and noncredit services and products
Knowledge of merchant services
#LI-MM1
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
About Us
We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally.
Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role.
Role Description
Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work
Conduct Financial Needs Analysis to uncover financial goals of the client
Formulate tailored financial plans for them
Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf
Conduct semi annual and annual reviews
Experience
All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more.
Helpful traits and skills include:
Entrepreneurial Mindset
Leadership
Self-Motivation
Organization & Initiative
High Ambition & Positive Energy
Work Schedule & Benefits
Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment.
Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities.
Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience.
Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families.
Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels.
Compensation
Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000
Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals
Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month)
Non-Negotiable Qualifications
Willingness to get licensed in 7-10 days via a state-approved course
Ability to pass a background check
Legally authorized to work in the United States
No Felonies
Find us on:
Instagram | LinkedIn | TikTok | GFI Website
$40k-61k yearly est. 60d+ ago
Financial Clearance Rep - Rehab Services
Fairview Health Services 4.2
Remote forex trader job
We are seeking a financial clearance rep (FCR) to join our rehab services team! The FCR must be able to effectively articulate payor information in a manner such that therapists, patients and families gain a clear understanding of financial responsibilities.The FCR will be responsible for completing the insurance and benefits verification to determine the patient's benefit level for outpatient therapy services including physical, occupational, speech, cardiac, pulmonary, and hearing aids/audiology. They will obtain benefit levels, screen payor medical policies to determine if the scheduled procedure meets medical necessity guidelines, submit and manage referral and authorization requests/requirements when necessary, and/or ensure that pre-certification notification requirements are met per payor guidelines. They will provide support and process prior authorization appeals and denials, when necessary, in conjunction with revenue cycle and clinical staff. The FCR makes the decision when and how to work with providers, clinical staff, insurance payors and other external sources to assist in obtaining healthcare benefits.
* FTE 1.0, authorized for 80 hours per pay period.
* Schedule: Monday-Friday, 8:30am - 5:00pm.
* Remote position.
* Full benefits such as medical, HSA, dental insurance, vision insurance, 403b, PTO, health & wellbeing resources, Health & Wellness funding, and more!
M Health Fairview Rehabilitation offers a broad range of services that serve patients across 10 acute-care hospitals, 3 post-acute settings and 70 outpatient adult and pediatric therapy clinics. Consisting of Physical, Occupational and Speech Therapy as well as Audiology and Cardiac & Pulmonary Rehab, our therapists collaborate with colleagues in all medical settings and offer dozens of specialty programs.
As an academic health system with residency and fellowship programs and a rehab-focused clinical quality team, we have a collaborative culture that is centered on learning with an emphasis on evidence based, patient-centered care. Rehab's continuing education program offers continuing education courses per year at no cost to employees.
Responsibilities
* Practice excellent telephone etiquette and active listening skills.
* Identify insurances for all new patients that require information/notification from the site for new, continuing, and observation patients.
* Document and track all communication with insurers, clinic staff, and patients.
* Document each step taken in the process of acquiring benefits, prior authorization, or confirmation compensability determination.
* Document pertinent information for therapist use in contacting insurance carrier if further authorization is necessary.
* Enters referrals with all pertinent information into Epic referral entry.
* Initiate process to establish company account for worker's compensation patients and all other insurances as needed.
* Informs patients/clinic/caregiver of denials by insurance companies when pre-authorizing services.
* Contact patients with insurance issues such as termed insurance.
* Develop a list of key contacts at insurance companies and develop positive working relationships to facilitate ability to retro-authorize claims and increase reimbursement.
* Assist in training new insurance staff
* Acquire insurance referrals from PCC, if required by insurance.
* Submit appeals to insurances for prior authorization, if needed.
* Incorporate new changes in insurance verification and adapt to changes in volume of workload.
Required Qualifications
* 1 year experience in insurance verification/eligibility, financial securing, prior authorization, or related areas.
* Experience with electronic health record software.
Preferred Qualifications
* Associate of Science
* Vocational/Technical Training
* Epic experience
* Insurance/benefit verification experience
* Referrals and/or prior authorization experience
* Knowledge of medical terminology and clinical documentation review
* 2 years of experience working insurance/benefit verification, financial securing, or related areas using an EHR in a healthcare organization
* Knowledge of computer system applications, including Microsoft Office 365
Benefit Overview
Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: *****************************************************
Compensation Disclaimer
An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored.
EEO Statement
EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status
$27k-45k yearly est. Auto-Apply 8d ago
Financial Services Representative
Primerica 4.6
Remote forex trader job
Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker
$31k-39k yearly est. Auto-Apply 60d+ ago
Financial Clearance Representative - Remote
McLaren Health Care 4.7
Remote forex trader job
Responsible for ensuring accounts are financially cleared prior to the date of service. Interview patients when scheduled for an elective, urgent, inpatient or outpatient procedure. Essential Functions and Responsibilities: * Financially clears patients for each visit type, admit type and area of service via the Electronic Medical Record- EMR, electronic verification tools.
* Accurately and efficiently performs registration using thorough interviewing techniques, registering patients in appropriate status, and following registration guidelines.
* Starts the overall patient's experience and billing process for outpatient and inpatient services by collecting, documenting, and scanning all required demographic and financial information.
* Responsible for obtaining and verifying accurate insurance information, benefit validation and authorizations.
* Estimates and collects copays, deductibles, and other patient financial obligations.
* Manages all responsibilities within hospital and department compliance guidelines and in accordance with Meaningful Use requirements.
* Applies recurring visit processing according to protocol.
* Performs duties otherwise assigned by management.
Qualifications:
Required:
* High school diploma or equivalent required
* One year experience in patient access, registration, billing or physician office
Preferred:
* One-year experience in insurance verification and authorization using Windows (Excel, Word, Outlook, etc.), an EMR system, Electronic Eligibility System and various websites for third party payers for verification
Equal Opportunity Employer of Minorities/Females/Disabled/Veterans
Additional Information
* Schedule: Full-time
* Requisition ID: 25005267
* Daily Work Times: Standard Business Hours
* Hours Per Pay Period: 80
* On Call: No
* Weekends: No