* Providing legal support to Agency Finance as a trusted advisor and strategic partner to the transaction teams and other internal partners* Partnering with Agency Finance business partners, Risk and Compliance to evaluate GSE and/or FHA program requirements and develop policies and procedures for compliance, monitoring and reporting* Tracking and managing negotiation of sub-servicing documentation in connection with Freddie Mac securitizations and assist with interpretation of sub-servicing obligations for existing securitizations from an asset management and servicing perspective* Engaging and overseeing outside legal counsel in an effective and efficient manner* Partnering collaboratively with other internal counsel and business teams in the Commercial Bank and across the enterprise* Advising Commercial Bank business partners on communications with external parties, including customers, regulators, partners, industry trade groups and outside law firms* Providing thought and strategic leadership on relevant industry and regulatory developments* Leading projects such as the development of negotiation guidelines and training sessions* Partnering with the Operations team to drive process improvements* Juris Doctor from an accredited law school* Active member in good standing of at least one state bar* At least 4 years of experience as an attorney in a law firm, at a government agency, as a military judge advocate or as in-house counsel* At least 2 years of legal counsel experience focusing on multifamily agency finance transactions* 5+ years of experience in a law firm, in-house legal department, or a combination with a focus on multifamily agency finance transactions (working with Fannie Mae and/or Freddie Mac related transactions)* Working knowledge of commercial real estate lending issues involving title insurance, surveys, zoning, and flood, casualty/liability insurance* Excellent oral and written communication skills* Strong ability to quickly understand the business needs and partner with the business Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
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$103k-127k yearly est. 3d ago
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PGIM - Associate, RFP Writer (Hybrid)
PGIM 4.5
Newark, NJ jobs
Job Classification:
Sales - SalesA GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE
As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can!
What you will do
We are looking for an astute, determined professional like you to join our RFP team as an RFP Associate. The team sits within the Business Development organization and collaborates closely with Product Strategy and Portfolio Management. This rewarding opportunity will enable you to make a big impact in our organization, so if this sounds exciting, then PGIM might be the place.
This is a hybrid role based in Newark, NJ, where the team is working 3 days a week in the office.
What you can expect
Assist with RFP requests, investor diligence inquiries, and market surveys
Track, coordinate, and complete requests
Confirm source-data accuracy and appropriate application in responses
Ensure clarity, brevity, and consistency
Coordinate with internal stakeholders (portfolio teams, business development, legal, compliance, and others) to:
Gather information and tailor responses
Ensure timely delivery of proposals
Project-manage document completion
Fulfill internal requests for information used for standard and ad hoc client reporting
Manage Consultant Database Updates
Maintain updated content in our RFP database
Collaborate with a team of experienced RFP / Investor Services colleagues located across the globe
What you will bring
3+ years of marketing, product marketing, client services, or RFP experience
Excellent communication skills, both verbal and written;
Advanced knowledge of Microsoft office suite, using styles and formatting in Word and Excel
Outstanding project management, relationship management, and organizational skills
Ability to work in a fast-paced, deadline-driven environment
High degree of professionalism and client service mindset
Excellent writing, verbal, and editing skills
What will set you apart?
Knowledge of Private Credit &/or Private Real Estate (Equity/Debt) markets preferred
*PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.
Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $95,000 - $115,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits.
#LI-Hybrid
#LI-SC1
What we offer you:
Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-funded pension plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
Job Classification:
Finance & Accounting - Finance & Accounting
A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE
As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.
We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers!
If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today.
At PGIM, You Can!
What you can expect:
Assist in the annual budgeting and quarterly forecasting processes
Collaborate with team members and business partners to gather and analyze financial data
Help maintain financial models and tools (e.g., Anaplan) used for forecasting and planning
Prepare and review monthly and quarterly financial reports, including variance analysis
Support the development of presentation materials for leadership meetings
Participate in benchmarking studies and competitive analysis
Contribute to process improvement initiatives within the finance team
Gain exposure to strategic projects and cross-functional collaboration
The current employee work arrangement for this position is Hybrid and requires your on-site presence on a reoccurring basis as determined by your business. Your manager will provide additional details relative to the specific number of days you are expected to be on-site.
What you will need:
Bachelor's degree in Finance, Accounting, Economics, or a related field
Strong analytical and problem-solving skills
Excellent attention to detail and organizational abilities
Effective written and verbal communication skills
Proficiency in Microsoft Excel and other MS Office tools
Eagerness to learn, grow, and contribute in a team-oriented environment
Internship or academic project experience in finance or data analysis is a plus
*PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.
Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $70,000 to $80,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.
What we offer you:
Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-funded pension plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
$70k-80k yearly Auto-Apply 60d+ ago
Private Event Sales Manager
Groundfloor 2.9
Los Angeles, CA jobs
Groundfloor is a member-led neighborhood space designed for people who want a dependable place to work alongside others, without forced networking or constant programming. Our spaces are calm, well-run, and flexible - which also makes them a strong fit for the right kinds of private rentals and events.
Overview
We're looking for a self-directed Private Events Sales Manager to own and grow private event and rental bookings for our Echo Park, Los Angeles location. This is a commission-based, part-time role built for someone who values autonomy, flexibility, and meaningful upside.
You will run this channel as your own business within Groundfloor. You'll own the full sales cycle, from lead generation through closing and coordination, with clear ownership over performance and results.
What You'll Do
Private Events & Rentals
Own and grow private event and rental revenue for the LA location
Proactively source leads through outreach, partnerships, referrals, and creative prospecting
Manage the full booking process from first inquiry through signed agreement
Qualify clients and clearly communicate space constraints and expectations
Maintain a simple pipeline and forecast bookings
Coordinate with the Groundfloor team to ensure smooth execution of rentals
Be on-site for select private rentals to support setup, hosting, and handoff
Who This Is For
Experience in event sales, venue rentals, hospitality, or a related field
Entrepreneurial mindset and comfort owning revenue outcomes
Highly self-directed with strong follow-through
Confident representing the brand in person and setting boundaries with clients
Motivated by commission, independence, and performance-based growth
Compensation
This is a performance-based, commission-only role with uncapped upside. Your earnings scale directly with the revenue you generate.
Private Events
30% commission on all private event and rental bookings you close
Example:
$10,000 in bookings = $3,000 commission
$20,000 in bookings = $6,000 commission
$30,000 in bookings = $9,000 commission
Our target is $30K+ in monthly private event bookings, which represents approximately $9,000/month in commission from events alone.
Schedule & Structure
Part-time, commission-based
Flexible, self-directed hours
On-site for private rentals as needed
Fully remote outside of on-site responsibilities
Los Angeles-based
Perks
Free Groundfloor membership
Full ownership over a revenue channel
Flexible schedule with real autonomy
High-upside commission structure
Opportunity to help shape how private events scale across future Groundfloor locations
$30k yearly 5d ago
Commercial Loan Agent - Plain City
Richwood Bank 3.9
Plain City, OH jobs
Commercial Loan Agent
At Richwood Bank, our purpose is to inspire, protect, and celebrate anything that makes communities thrive.
Have you ever wanted to work for a company that exceptionally lives its values? One hundred and fifty years ago, we began as a small community bank. Today, we are still a community bank - as well as a payroll processing team, a marketing agency, a coffee shop, and more. We have flipped the switch on traditional banking. Yet, we have always aimed to provide the very best customer experience, contribute to the greater good of our local communities, and make every effort to be the best employer in the area with a company culture that works hard to develop, recognize, and award its team members.
Richwood Bank has a comprehensive benefits package for full time employees including but not limited to, medical and wellness program, dental, vision, employee assistance plan, life insurance and supplemental short-term disability. Full-time and part-time employees have access to a 401(k) plan, an enhanced Wellness program, tuition reimbursement and tons of professional development opportunities!
The Loan Agent will work directly with Lenders to process loans and requests. The Loan Agent role will assist Lenders in all stages of the lending process, application to post-closing. Loan Agents are part of and supervised by Loan Administration and will work for Loan Administration while assisting lenders daily. The purpose of the Agent position is to help lenders move the loan from application to processing, to closing, in a timely manner while assisting Loan Administration in the process of processing/ uploading to post-closing. This is all to ensure a high customer confidence in closing a loan in a timely manner while providing the Disney of Banking experience.
Richwood Bank prides itself on a unique company culture and all team members should be active and engaged participants.
Essential Functions
Enters basic loan application information to Lending Operating System.
Collects Customer financial information and input into correct processing software
Performs Uniform Commercial Code (UCC) and federal tax lien searches as needed
Uploads Secretary of State Documents, Operating Agreements, etc. for applicable business entities
Processes and mail denied/withdrawn loan applications
Processes Credit Card charges for loan fees
Executes construction draw documentation and release funds on approval of lender
May be required to complete construction draw inspections with detained inspection description from lender
Uploads construction Draws to Web Director and maintains the Advances Missing Docs log in the Loan Portal
Works with loan processing to order appraisals, title work, homeowner's insurance and any loan conditions.
Communicates with insurance agents, realtors, homeowner's association representatives as needed
Prints and review closing packages and review for closing
Confirm collateral, terms (length, rate, LTV, borrowers), covenants (accounts, financial statements, etc.), match approval certificate.
Stacks Loan File
Attends loan closing and prepares all post-documentation for filing (mortgage, title, UCC, notice to buyers)
Scans all documents and prepares files for loan administration processing
Notarizes documents as needed
Fills out and submits loan maintenance forms when loan addendums are needed
Familiar with Tran Codes and Loan GL Accounts
TMS/loan ticket creation
Sends Wires
Orders mortgage release documents if needed
Reviews mortgage releases and sign off
Assists the lender in maintaining excellent communication with customers regarding status of loan applications and process
Keeps Outlook calendar updated with closings, appointments, and Loan Officer vacations
Attends Loan & Loan Agent meetings and other committees
Communicates potential top 100 customers to leadership based on financial review and new upcoming loans
Helps to develop and educate newer staff members as needed
Allow employees from other departments to shadow day to day activities as requested
Skills and Abilities
Able to multi-task when needed
Project management
Excellent customer service skills
Mathematical skills
In-depth knowledge of our bank products and services
Work well under pressure and in a fast-paced environment
Ability to identify opportunities to educate customers of more products and services that may fit their needs (cross promotion)
Strong communication skills
High degree of accuracy
Detailed and organized
Maintain confidentiality at all times
Maintain a positive can-do attitude towards your team and customers
Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bailey Act, Regulation E and teller roles and responsibilities relating to each act
Punctual
Driven to succeed and open minded to learn more about new technology within our industry
Education
High School Diploma or GED required; college preferred
2 year's experience in banking preferred
Equal Opportunity Employer/Disability/Veterans. Richwood Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
$53k-76k yearly est. 1d ago
Work From Home Representative | Entry Level | Flexible Schedule | Hiring Immediately
Globe Life 4.6
Houston, TX jobs
START YOUR NEW CAREER FROM HOME - APPLY TODAY, START THIS WEEK! We're looking for motivated individuals ready to take control of their future. At Globe Life AO, you'll enjoy:
Flexible schedules
Full training provided
High income potential
All without leaving your home. No experience? No problem. We'll give you everything you need to succeed.
✅ WHAT WE OFFER:
High earning potential - No cap on income
Full training provided - No experience required
Flexible schedules (Full-time or Part-time)
100% remote work from home
Rapid career growth opportunities
Hiring immediately - Start this week
YOUR ROLE:
Making outgoing calls, emails, texts and chats from clients
Provide clear answers and process requests.
Maintain professionalism and positivity.
REQUIREMENTS:
Computer/laptop with internet access.
Positive, coachable, and reliable.
Ability to work independently and with a team.
No prior experience required - we train you!
Must be willing to get Licensed in Life and Health Insurance
Must be a US Resident
AVERAGE EARNINGS:
$800-$1,200 weekly (Weekly Commission based Salary + performance bonuses).
APPLY NOW - INTERVIEWS ARE FILLING FAST!
Your future is one click away. Hit Apply Now and start your new career from home this week. Spots are limited - don't wait!
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Manager, Workday HR Admin & Product Owner? Globe Life is looking for a Manager, Workday HR Admin & Product Owner to join the team!
In this role, you will serve as a key strategic business leader at the intersection of HR process, people, and technology - driving innovation, efficiency, and excellence in our people systems. This role will partner with business leaders and IT to enhance the vision for Workday's HCM functionality, ensuring workflows align with business objectives, meet compliance requirements, and deliver excellent employee experience. Acting as the voice of the customer within HR Technology as the Product Owner, the Manager will collaborate closely with HR leaders, IT technical teams, and stakeholders to translate strategic priorities into scalable Workday solutions that enable data-driven decisions and operational success.
As the Manager of the HR Admin team, this role will lead and develop Workday administrators, each specializing in specific workstreams such as Core HCM, Compensation, Benefits, Learning, Talent, and Payroll. The Manager will oversee productivity, ensuring their collective work aligns to a unified product vision and consistently delivers value-driven support to the organization.
This is a remote / work-from-home position.
What You Will Do:
Product Owner Responsibilities:
Own and prioritize the product backlog for Workday HCM features based on business value, stakeholder feedback, and technical dependencies.
Translate business requirements into detailed user stories with clear acceptance criteria and definition of final deliverables.
Collaborate directly with development and configuration teams to ensure user stories are well-defined and actionable.
Facilitate sprint planning, backlog refinement, and sprint reviews to maintain development velocity and quality.
Conduct regular stakeholder demos and gather feedback to validate deliverables and inform backlog priorities.
Make tactical product decisions within the established product roadmap and strategy.
Coordinate user acceptance testing and validate that delivered features meet acceptance criteria.
Manage release coordination with IT teams to ensure proper testing and deployment processes.
Serve as the primary point of contact between HR stakeholders and the technical delivery team.
People Leadership Responsibilities:
Lead and develop a team of Workday HR administrators across Core HCM, Compensation, Benefits, Talent, Learning, and Payroll modules.
Set clear performance expectations and provide regular coaching and feedback to team members.
Conduct performance reviews and create individual development plans aligned with career growth objectives.
Foster cross-functional collaboration and knowledge sharing among team members to build expertise across modules.
Ensure team adherence to governance standards, security protocols, and best practices.
Manage team capacity and workload distribution to optimize delivery and prevent burnout.
Recruit, onboard, and retain top talent for the Workday administration team.
What You Can Bring:
Bachelor's degree in business administration, computer science, or related field.
3-5 years Workday HCM experience with hands-on configuration and administration.
2-3 years of leadership experience with technical or HR teams.
Workday certification, preferred.
Knowledge of employee lifecycle, compensation planning, benefits administration, talent management, and payroll operations.
Knowledge of data privacy, compliance requirements, and security protocols.
Understanding of Workday APIs, data flows, integration requirements, and system architecture principles.
Scrum, sprint planning, backlog management, and user story writing.
Able to translate business needs into technical language and specifications.
Relationship and expectation management across multiple departments.
Able to balance competing priorities based on business value, technical constraints, and stakeholder priorities.
Understanding of UAT processes and validation of acceptance criteria.
Understanding of HR processes and compliance requirements.
Experience creating clear requirements, process maps, and decision logs.
Able to translate between technical and business stakeholders.
Successful record of leading teams through system updates and process improvements.
Development of team members' technical, professional, and specialized functional skills.
Able to facilitate successful cross-training programs.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
Competitive compensation designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
$76k-103k yearly est. Auto-Apply 5d ago
Senior Managing Consultant, Services Business Development
Mastercard 4.7
San Juan, PR jobs
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Title and Summary
Senior Managing Consultant, Services Business Development
Mastercard Data & Services (D&S), the professional services arm of Mastercard, provides payments-focused consultancy services to financial institutions, governments, and merchants worldwide. With unique category expertise, a deep understanding of customer needs, and a successful track record in addressing complex challenges throughout the payment lifecycle, Mastercard D&S addresses clients' challenges and opportunities, enhances Mastercard's strategic and tactical performance, and establishes Mastercard as a global thought leader.
Role Description and Major Responsibilities:
The Senior Managing Consultant (SMC) is responsible for selling and supporting the delivery of projects. In addition, the SMC manages the day-to-day relationship with clients and Mastercard internal stakeholders, helps to control the quality of the deliverables, and develops & delivers presentations.
The candidate should be able to, from a sales & relationship perspective:
* Engage in effective working relationships with internal and external clients
* Capture clients' implicit business needs in addition to articulated requests and identifying the most critical aspects of the problem to be solved
* Lead formal and informal pitches, from "storyboarding" through direct presentations, and create concise, persuasive written materials tailored to the "level" of the audience
* Effectively manage a pipeline of proposals from early lead stages through to signature
* Deliver on the numbers
* Take a leading role in supporting major Mastercard deals, including RFP deal and cross-selling of value-added services (within and beyond Mastercard Data & Services)
* Proactively seek new knowledge and skills and facilitate the development of intellectual capital
The candidate should be able to, from a project perspective:
* Coach and provide feedback to junior resources
* Support the project team in:
o Problem-solving efforts and structuring project work plan
o Formulating, articulating, and prioritizing project activities
o Creating and delivering concise, persuasive, and compelling presentations
o Overseeing the accuracy, quality, and timeliness of analyses
o Developing conclusions and recommendations
Experience
* Undergraduate degree required
* MBA or relevant post-graduate degree required
* Strong commercially/business development-oriented experience
* Strong relationship management skills
* Technical fluency (i.e., comfortable with technology solutions, able to discuss trends and simplify concepts)
* Work experience in management consulting firm preferred
* Experience in managing projects and teams
* Payments industry experience desirable
* Ability to work on a team or independently, and to influence and build consensus
* Ability to multi-task in a fast-paced, deadline-driven environment
* Excellent verbal and written communication skills
* Fluency in Spanish and English
Due to COVID-19, most of our employees are working from home. As a result, we've implemented a virtual hiring process, interview candidates by phone or video, and are onboarding new hires remotely. We value the safety of each member of our community because we know we're all in this together.
Mastercard is an inclusive Equal Employment Opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law.
Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
Corporate Security Responsibility
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
* Abide by Mastercard's security policies and practices;
* Ensure the confidentiality and integrity of the information being accessed;
* Report any suspected information security violation or breach, and
* Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
$70k-76k yearly est. Auto-Apply 28d ago
Financial Services Specialist (Remote)
Global Financial Impact 3.9
California jobs
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
$39k-56k yearly est. 60d+ ago
City Experience Manager, San Francisco - Velocity Black (Remote)
Capital One 4.7
Richmond, VA jobs
Velocity Black, a Capital One company, harnesses the power of technology, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives.
From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts, our concierge team is available 24/7/365 via our proprietary app to support our customers and fulfill their requests. It's concierge, reimagined for the digital age.
What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way.
Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for.
What You'll do:
You will be responsible for the delivery of our promise to our members in San Francisco - 'localizing the core DNA of Velocity Black'.
Leveraging the global reach, resources and brand of Velocity Black with granular local expertise and up to the minute knowledge of the best San Francisco has to offer in order to develop the local member community.
Growing the community of high performance, HNW members in San Francisco
Managing the P&L for your city, ensuring it is utilized with the highest ROI with regard to maximizing the relevant KPIs.
Owning the Content & Engagement strategy for your city's member cohort.
Overseeing the conceiving of and execution of regular member events at inspired locations in your city.
You will work closely with our Membership, CRM, and Operations teams to ensure frictionless integration of city-level and corporate-level operations.
You will be responsible for the upholding of our Velocity culture throughout your teams - focused around high performance and exceeding customer expectations.
Our cultural pillars of Adaptability, Initiative, Yes First, Resilience and Ownership should be conspicuous in everything your team does.
You will need to be extremely organized, and able to move seamlessly from assisting a team member with a challenging customer situation, to assessing priorities and progress from strategic altitude.
Basic Qualifications:
High School Diploma, GED, or Equivalent Certification
At least 5 years experience in the hospitality industry in San Francisco, CA
Preferred Qualifications:
Strong relationship building skills, customer focus and ability to collaborate
Strong interest and knowledge of the hospitality market and industry
Ability to work quickly and efficiently under pressure
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $122,100 - $139,400 for Manager, Concierge Specialist
Richmond, VA: $122,100 - $139,400 for Manager, Concierge Specialist
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
At Globe Life we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better.
Role Overview:
Could you be our next Part-Time Insurance Verification Specialist? Globe Life is looking for a Part-Time Insurance Verification Specialist to join the team!
In this role, you will verify life and health insurance applications directly with potential customers. This is a vital part of our Company's New Business and Underwriting process. The information you verify and gather directly affects whether the Company will decline or issue a policy.
This is a remote / work-from-home position.
What You Will Do:
Make outbound calls to potential customers to verify and document required information to finalize applications for underwriting assessment.
Use the Quality Assurance database and conduct appropriate assessments on what additional customer information or verification is needed.
Clearly explain the application process to potential customers.
Accurately complete additional paperwork as needed.
Maintain appropriate levels of communication with management regarding actions taken within the Quality Assurance database.
Transfer calls to the appropriate department as needed.
Successfully meet the minimum expectation for departmental key performance indicators (K.P.I's).
Be enlisted in special projects that encompass making numerous outbound calls, recording activities requested by/from customers, etc.
What You Can Bring:
Minimum typing requirement of 35 wpm.
Bilingual English and Spanish preferred
Superior customer service skills required - friendly, efficient, good listener.
Proficient use of the computer, keyboard functions, and Microsoft Office.
Ability to multitask and work under pressure.
Knowledge of medical terminology and spelling is a plus.
Excellent organization and time management skills.
Must be detail-oriented.
Have a desire to learn and grow within the Company.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full-time and/or part-time based on the position specifications.
$28k-31k yearly est. 60d+ ago
Associate/Vice President, US Wealth Advisory Model Portfolio Sales
Blackrock 4.4
Princeton, NJ jobs
About this role
Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid pace. BlackRock is a leader and pioneer in this space with a variety of different model solutions for clients to choose from.
Business Description
BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate is to deliver One BlackRock to retail.
Role Description
BlackRock Model Specialists in US Wealth Advisory are responsible for accelerating the growth of Model Portfolios. The scope of their role will include 3 core elements:
(1) Be the authority on Model Portfolios to sell a broad range of Model Portfolios constructed by BlackRock to the largest and fastest growing firms.
(2) As a sole practitioner and independent business owner covering a specific territory, identify and drive Model Sales opportunities with a focus on the whole portfolio to deliver the entirety of BlackRock Solutions to Financial Advisors.
(3) Deliver deep Portfolio Construction expertise, education, and market insights through the presentation of BlackRock & iShares content in client meetings, scaled in-person and digital events. The role is located in multiple locations including Princeton, San Francisco & Atlanta.
Primary Responsibilities
Demonstrate mastery of BlackRock Model Portfolios and Model Portfolio landscape.
Deliver fiduciary and investment insights through portfolio construction conversations.
Accelerate the growth of Model Portfolios within a given geography
Embrace data-driven segmentation and the BlackRock sales process to drive deeper relationships with the largest and fastest growing firms and advisors.
Profile to learn more about our clients and deploy the appropriate resources.
Partner with portfolio solutions, product strategists, and Centers of Influence in the territory to deliver the firm.
Embrace technology to deliver an exceptional client experience.
Experience
Experienced Sales Professionals who have a track record of client ownership
Goal-oriented and ambitious candidates with capacity and drive to reach and exceed sales quotas
Candidates with proven relationship building skills
Strong Passion for Asset Management Industry and Capital Markets
Skills and Qualifications
Bachelor's degree required
CIMA or CFA preferred
Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler (external)
Strong financial services background with knowledge of investment trends and advisor practices
Exceptional verbal and written communication skills
Strong territory management and sales skills, including profiling and resource deployment
NASD Series 7 and 66 (or 63 & 65) required
Clean U-4
Part-time travel is required within the territory
For San Francisco, CA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. For Princeton, NJ, Chicago, IL, Boston, MA and Atlanta, GA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
$100k-110k yearly Auto-Apply 23d ago
Senior Associate Anti Money Compliance Investigator
Alliant Credit Union 4.8
Chicago, IL jobs
Job Description
As a hybrid employee based at our Chicago Headquarters, you will be responsible to lead complex investigations into potential money laundering, terrorist financing, and other illicit financial activities. Identify, assess, and report suspicious activity in accordance with the Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC) sanctions programs, and the USA PATRIOT Act using analytical techniques and regulatory knowledge. Collaborate with internal stakeholders and external agencies to ensure timely and accurate reporting, supports regulatory examinations, and contributes to the continuous enhancement of the credit union's AML compliance framework.
Essential Responsibilities
Lead complex investigations into potential money laundering and financial crime activities, ensure thorough analysis and documentation.
Independently assess and resolve AML alerts and adverse media findings, escalate high-risk cases in accordance with regulatory and internal protocols.
Prepare and submit Suspicious Activity Reports (SARs) and Currency Transaction Reports (CTRs) to regulatory agencies, ensure accuracy and timeliness.
Conduct in-depth reviews of FinCEN 314(a) information requests and coordinate appropriate responses.
Serve as a liaison with external financial institutions and law enforcement agencies regarding AML and OFAC-related inquiries.
Perform comprehensive account reviews in response to legal requests, ensure alignment with BSA/AML and USA PATRIOT Act requirements.
Monitor and analyze emerging trends in financial crime, sanctions evasion, and regulatory enforcement to inform investigative strategies.
Provide expert guidance to internal stakeholders on managing high-risk accounts and implement effective AML controls.
Contribute to the development and delivery of AML training programs, enhance organizational awareness and compliance capabilities.
Ensure investigative activities are conducted in strict adherence to the Bank Secrecy Act, OFAC regulations, and internal compliance policies.
Act as a subject matter and maintain integrity, confidentiality, and professionalism with member-related interactions and documentation.
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.
The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.
Education
Minimum - 4 Years Bachelors Degree in Business or related
Years of Experience
Minimum - 3 Years of Anti money laundering compliance or related
In Lieu of Education
6 Years of Ant money laundering compliance or related
License/Certifications/Training
Preferred: Association of Certified Anti-Money Laundering Specialists (ACAMS)
Compensation & Benefits:
Typical hiring range: $52,300.00 to $81,300.00 Annually. Actual compensation will be determined using factors such as experience, skills & knowledge.
Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match including:
Annual performance bonus
Work from home up to 3 days a week
Paid parental leave
Employee discount programs
Time off including paid personal and sick days
11 paid holidays
Education reimbursement
*Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment.
$52.3k-81.3k yearly 25d ago
Commercial Loan Agent
Richwood Bank 3.9
Springfield, OH jobs
Job Description
Commercial Loan Agent
At Richwood Bank, our purpose is to inspire, protect, and celebrate anything that makes communities thrive.
Have you ever wanted to work for a company that exceptionally lives its values? One hundred and fifty years ago, we began as a small community bank. Today, we are still a community bank - as well as a payroll processing team, a marketing agency, a coffee shop, and more. We have flipped the switch on traditional banking. Yet, we have always aimed to provide the very best customer experience, contribute to the greater good of our local communities, and make every effort to be the best employer in the area with a company culture that works hard to develop, recognize, and award its team members.
Richwood Bank has a comprehensive benefits package for full time employees including but not limited to, medical and wellness program, dental, vision, employee assistance plan, life insurance and supplemental short-term disability. Full-time and part-time employees have access to a 401(k) plan, an enhanced Wellness program, tuition reimbursement and tons of professional development opportunities!
The Loan Agent will work directly with Lenders to process loans and requests. The Loan Agent role will assist Lenders in all stages of the lending process, application to post-closing. Loan Agents are part of and supervised by Loan Administration and will work for Loan Administration while assisting lenders daily. The purpose of the Agent position is to help lenders move the loan from application to processing, to closing, in a timely manner while assisting Loan Administration in the process of processing/ uploading to post-closing. This is all to ensure a high customer confidence in closing a loan in a timely manner while providing the Disney of Banking experience.
Richwood Bank prides itself on a unique company culture and all team members should be active and engaged participants.
Essential Functions
Enters basic loan application information to Lending Operating System.
Collects Customer financial information and input into correct processing software
Performs Uniform Commercial Code (UCC) and federal tax lien searches as needed
Uploads Secretary of State Documents, Operating Agreements, etc. for applicable business entities
Processes and mail denied/withdrawn loan applications
Processes Credit Card charges for loan fees
Executes construction draw documentation and release funds on approval of lender
May be required to complete construction draw inspections with detained inspection description from lender
Uploads construction Draws to Web Director and maintains the Advances Missing Docs log in the Loan Portal
Works with loan processing to order appraisals, title work, homeowner's insurance and any loan conditions.
Communicates with insurance agents, realtors, homeowner's association representatives as needed
Prints and review closing packages and review for closing
Confirm collateral, terms (length, rate, LTV, borrowers), covenants (accounts, financial statements, etc.), match approval certificate.
Stacks Loan File
Attends loan closing and prepares all post-documentation for filing (mortgage, title, UCC, notice to buyers)
Scans all documents and prepares files for loan administration processing
Notarizes documents as needed
Fills out and submits loan maintenance forms when loan addendums are needed
Familiar with Tran Codes and Loan GL Accounts
TMS/loan ticket creation
Sends Wires
Orders mortgage release documents if needed
Reviews mortgage releases and sign off
Assists the lender in maintaining excellent communication with customers regarding status of loan applications and process
Keeps Outlook calendar updated with closings, appointments, and Loan Officer vacations
Attends Loan & Loan Agent meetings and other committees
Communicates potential top 100 customers to leadership based on financial review and new upcoming loans
Helps to develop and educate newer staff members as needed
Allow employees from other departments to shadow day to day activities as requested
Skills and Abilities
Able to multi-task when needed
Project management
Excellent customer service skills
Mathematical skills
In-depth knowledge of our bank products and services
Work well under pressure and in a fast-paced environment
Ability to identify opportunities to educate customers of more products and services that may fit their needs (cross promotion)
Strong communication skills
High degree of accuracy
Detailed and organized
Maintain confidentiality at all times
Maintain a positive can-do attitude towards your team and customers
Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bailey Act, Regulation E and teller roles and responsibilities relating to each act
Punctual
Driven to succeed and open minded to learn more about new technology within our industry
Education
High School Diploma or GED required; college preferred
2 year's experience in banking preferred
Equal Opportunity Employer/Disability/Veterans. Richwood Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
$52k-76k yearly est. 13d ago
City Experience Manager, San Francisco - Velocity Black (Remote)
Capital One 4.7
Atlanta, GA jobs
Velocity Black, a Capital One company, harnesses the power of technology, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives. From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts, our concierge team is available 24/7/365 via our proprietary app to support our customers and fulfill their requests. It's concierge, reimagined for the digital age.
What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way.
Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for.
**What You'll do:**
+ You will be responsible for the delivery of our promise to our members in San Francisco - 'localizing the core DNA of Velocity Black'.
+ Leveraging the global reach, resources and brand of Velocity Black with granular local expertise and up to the minute knowledge of the best San Francisco has to offer in order to develop the local member community.
+ Growing the community of high performance, HNW members in San Francisco
+ Managing the P&L for your city, ensuring it is utilized with the highest ROI with regard to maximizing the relevant KPIs.
+ Owning the Content & Engagement strategy for your city's member cohort.
+ Overseeing the conceiving of and execution of regular member events at inspired locations in your city.
+ You will work closely with our Membership, CRM, and Operations teams to ensure frictionless integration of city-level and corporate-level operations.
+ You will be responsible for the upholding of our Velocity culture throughout your teams - focused around high performance and exceeding customer expectations.
+ Our cultural pillars of Adaptability, Initiative, Yes First, Resilience and Ownership should be conspicuous in everything your team does.
+ You will need to be extremely organized, and able to move seamlessly from assisting a team member with a challenging customer situation, to assessing priorities and progress from strategic altitude.
**Basic Qualifications:** ** **
+ High School Diploma, GED, or Equivalent Certification
+ At least 5 years experience in the hospitality industry in San Francisco, CA
**Preferred Qualifications:**
+ Strong relationship building skills, customer focus and ability to collaborate
+ Strong interest and knowledge of the hospitality market and industry
+ Ability to work quickly and efficiently under pressure
**At this time, Capital One will not sponsor a new applicant for employment authorization for this position.**
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $122,100 - $139,400 for Manager, Concierge Specialist
Richmond, VA: $122,100 - $139,400 for Manager, Concierge Specialist
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
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
Associate/Vice President, US Wealth Advisory Model Portfolio Sales
Blackrock 4.4
San Francisco, CA jobs
**About this role** Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid pace. BlackRock is a leader and pioneer in this space with a variety of different model solutions for clients to choose from.
**Business Description**
BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate is to deliver One BlackRock to retail.
**Role Description**
BlackRock Model Specialists in US Wealth Advisory are responsible for accelerating the growth of Model Portfolios. The scope of their role will include 3 core elements:
(1) Be the authority on Model Portfolios to sell a broad range of Model Portfolios constructed by BlackRock to the largest and fastest growing firms.
(2) As a sole practitioner and independent business owner covering a specific territory, identify and drive Model Sales opportunities with a focus on the whole portfolio to deliver the entirety of BlackRock Solutions to Financial Advisors.
(3) Deliver deep Portfolio Construction expertise, education, and market insights through the presentation of BlackRock & iShares content in client meetings, scaled in-person and digital events. The role is located in multiple locations including Princeton, San Francisco & Atlanta.
**Primary Responsibilities**
+ Demonstrate mastery of BlackRock Model Portfolios and Model Portfolio landscape.
+ Deliver fiduciary and investment insights through portfolio construction conversations.
+ Accelerate the growth of Model Portfolios within a given geography
+ Embrace data-driven segmentation and the BlackRock sales process to drive deeper relationships with the largest and fastest growing firms and advisors.
+ Profile to learn more about our clients and deploy the appropriate resources.
+ Partner with portfolio solutions, product strategists, and Centers of Influence in the territory to deliver the firm.
+ Embrace technology to deliver an exceptional client experience.
**Experience**
+ Experienced Sales Professionals who have a track record of client ownership
+ Goal-oriented and ambitious candidates with capacity and drive to reach and exceed sales quotas
+ Candidates with proven relationship building skills
+ Strong Passion for Asset Management Industry and Capital Markets
**Skills and Qualifications**
+ Bachelor's degree required
+ CIMA or CFA preferred
+ Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler (external)
+ Strong financial services background with knowledge of investment trends and advisor practices
+ Exceptional verbal and written communication skills
+ Strong territory management and sales skills, including profiling and resource deployment
+ NASD Series 7 and 66 (or 63 & 65) required
+ Clean U-4
+ Part-time travel is required within the territory
For San Francisco, CA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
For Princeton, NJ, Chicago, IL, Boston, MA and Atlanta, GA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** .
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
At Globe Life we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better.
Role Overview:
Could you be our next Bilingual Insurance Verification Specialist? Globe Life is looking for a Bilingual Insurance Verification Specialist to join the team!
In this role, you will verify life and health insurance applications directly with potential customers. This is a vital part of our Company's New Business and Underwriting process. The information you verify and gather directly affects whether the Company will decline or issue a policy.
This is a remote / work-from-home position.
What You Will Do:
Make outbound calls to potential customers to verify and document required information to finalize applications for underwriting assessment.
Use the Quality Assurance database and conduct appropriate assessments on what additional customer information or verification is needed.
Clearly explain the application process to potential customers.
Accurately complete additional paperwork as needed.
Maintain appropriate levels of communication with management regarding actions taken within the Quality Assurance database.
Transfer calls to the appropriate department as needed.
Successfully meet the minimum expectation for departmental key performance indicators (K.P.I's).
What You Can Bring:
Minimum typing requirement of 35 wpm.
Excellent oral and written communication in both English and Spanish Required.
Superior customer service skills required - friendly, efficient, good listener.
Proficient use of the computer, keyboard functions, and Microsoft Office.
Ability to multitask and work under pressure.
Knowledge of medical terminology and spelling is a plus.
Excellent organization and time management skills.
Must be detail-oriented.
Have a desire to learn and grow within the Company.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full-time and/or part-time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've created a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
Competitive compensation is designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
INDGLA1001
$28k-31k yearly est. 60d+ ago
City Experience Manager, San Francisco - Velocity Black (Remote)
Capital One 4.7
Urban Honolulu, HI jobs
Velocity Black, a Capital One company, harnesses the power of technology, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives. From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts, our concierge team is available 24/7/365 via our proprietary app to support our customers and fulfill their requests. It's concierge, reimagined for the digital age.
What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way.
Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for.
**What You'll do:**
+ You will be responsible for the delivery of our promise to our members in San Francisco - 'localizing the core DNA of Velocity Black'.
+ Leveraging the global reach, resources and brand of Velocity Black with granular local expertise and up to the minute knowledge of the best San Francisco has to offer in order to develop the local member community.
+ Growing the community of high performance, HNW members in San Francisco
+ Managing the P&L for your city, ensuring it is utilized with the highest ROI with regard to maximizing the relevant KPIs.
+ Owning the Content & Engagement strategy for your city's member cohort.
+ Overseeing the conceiving of and execution of regular member events at inspired locations in your city.
+ You will work closely with our Membership, CRM, and Operations teams to ensure frictionless integration of city-level and corporate-level operations.
+ You will be responsible for the upholding of our Velocity culture throughout your teams - focused around high performance and exceeding customer expectations.
+ Our cultural pillars of Adaptability, Initiative, Yes First, Resilience and Ownership should be conspicuous in everything your team does.
+ You will need to be extremely organized, and able to move seamlessly from assisting a team member with a challenging customer situation, to assessing priorities and progress from strategic altitude.
**Basic Qualifications:** ** **
+ High School Diploma, GED, or Equivalent Certification
+ At least 5 years experience in the hospitality industry in San Francisco, CA
**Preferred Qualifications:**
+ Strong relationship building skills, customer focus and ability to collaborate
+ Strong interest and knowledge of the hospitality market and industry
+ Ability to work quickly and efficiently under pressure
**At this time, Capital One will not sponsor a new applicant for employment authorization for this position.**
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $122,100 - $139,400 for Manager, Concierge Specialist
Richmond, VA: $122,100 - $139,400 for Manager, Concierge Specialist
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
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