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Guidant Financial Part Time jobs

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  • Telecommute Software Application Specialist

    Mastercard 4.7company rating

    Washington, DC jobs

    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. Software Engineer II Provides support of applications software through programming, analysis, design, development and delivery of software solutions. Responsible for programming, testing, implementation, documentation, maintenance and support of systems application software in adherence with MasterCard standards, processes and best practices. •Develop high quality, secure, scalable software solutions based on technical requirements specifications and design artifacts within expected time and budget. •Perform feasibility studies, logic designs, detailed systems flowcharting, analysis of input-output flow, cost and time analysis. •Work with project team to meet scheduled due dates, while identifying emerging issues and recommending solutions for problems and independently perform assigned tasks, perform production incident management. Participate in on-call pager support rotation. •Document software programs per Software Development Best Practices. Follow MasterCard Quality Assurance and Quality Control processes. •Assist Senior Team members in modification of the documentation templates per the needs of the project and technology. •Contribute ideas to help ensure that required standards and processes are in place and actively look for opportunities to enhance standards and improve process efficiency. •Support collection and reporting of project and software metrics. Education: •Bachelor's degree in Information Technology, Computer Science or Management Information Systems or equivalent work experience. Knowledge / Experience: •Thorough knowledge and understanding of Software Engineering Concepts and Methodologies is required. •1 to 3 years of experience in software engineering field. Ability to work as a member of matrix based diverse and geographically distributed project team. 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. 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. 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; Report any suspected information security violation or breach, and 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. 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; 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; S. observed holidays; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement;
    $76k-97k yearly est. 2d ago
  • Sr. Manager/Sr. Counsel - Commercial Real Estate - Agency Finance (Hybrid)

    Capital One 4.7company rating

    McLean, VA jobs

    * 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. #J-18808-Ljbffr
    $103k-127k yearly est. 1d ago
  • Part-Time PM Customer Retention Representative (Remote)

    Globe Life Inc. 4.6company rating

    McKinney, TX jobs

    Primary Duties & Responsibilities 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 Part-Time Customer Retention Representative? Globe Life is looking for a Part-Time Customer Retention Representative to join the team! As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage. This remote position offers evening shifts, Monday through Friday, and requires a 4-hour shift on Saturday between 8:00 am and 2:00 pm Central Time Zone. What You Will Do: * Inbound Call Support: Handle incoming calls from policyholders returning a call from our outbound efforts (voicemail, text message, and/or email) and working to understand their needs to explore retention options. * Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions. * Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments. * Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policyholder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language. * Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems. * Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information. * Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions. * Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs), including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound calls and outbound lapse recovery contacts while maintaining quality standards. What You Can Bring: * High school diploma or equivalent. * Basic Microsoft Office Skills, including Word, Excel, and Outlook. * Minimum Typing speed of 30 wpm. * Experience in a call center environment preferred. * Some experience in insurance and/or sales is preferred. * Excellent verbal and written communication skills. * Ability to solve complex policyholder issues with a positive attitude. * Ability to work in a fast-paced environment and work well under pressure. * Knowledge of life and/or health insurance terminology preferred. Location: 7677 Henneman Way, McKinney, Texas
    $62k-109k yearly est. 24d ago
  • Software Engineer - Data Platform (Remote)

    Mastercard 4.7company rating

    OFallon, MO jobs

    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. Software Engineer II Provides support of applications software through programming, analysis, design, development and delivery of software solutions. Responsible for programming, testing, implementation, documentation, maintenance and support of systems application software in adherence with MasterCard standards, processes and best practices. •Develop high quality, secure, scalable software solutions based on technical requirements specifications and design artifacts within expected time and budget. •Perform feasibility studies, logic designs, detailed systems flowcharting, analysis of input-output flow, cost and time analysis. •Work with project team to meet scheduled due dates, while identifying emerging issues and recommending solutions for problems and independently perform assigned tasks, perform production incident management. Participate in on-call pager support rotation. •Document software programs per Software Development Best Practices. Follow MasterCard Quality Assurance and Quality Control processes. •Assist Senior Team members in modification of the documentation templates per the needs of the project and technology. •Contribute ideas to help ensure that required standards and processes are in place and actively look for opportunities to enhance standards and improve process efficiency. •Support collection and reporting of project and software metrics. Education: •Bachelor's degree in Information Technology, Computer Science or Management Information Systems or equivalent work experience. Knowledge / Experience: •Thorough knowledge and understanding of Software Engineering Concepts and Methodologies is required. •1 to 3 years of experience in software engineering field. Ability to work as a member of matrix based diverse and geographically distributed project team. 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. 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. 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; Report any suspected information security violation or breach, and 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. 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; 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; S. observed holidays; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement;
    $63k-81k yearly est. 1d ago
  • PGIM Quantitative Solutions, Sr Investment Associate, Implementation Researcher

    PGIM 4.5company rating

    Newark, NJ jobs

    Job Classification: Investment Management - Portfolio Research 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! The implementation research team is responsible for researching, developing, and implementing the algorithms that drive these capabilities. What you can expect: Design, maintain, and enhance portfolio optimization models to support equity investment strategies. Research and model transaction costs to improve implementation efficiency and portfolio outcomes. Work closely with trading desk to analyze executions, updates cost models and improve the trading process for client portfolios. Evaluate and integrate academic and practitioner research into portfolio construction and optimization processes. Collaborate with portfolio managers and investment professionals to translate quantitative insights into actionable strategies. Communicate complex quantitative findings clearly to both technical and non-technical stakeholders. Contribute to the continuous improvement of investment processes through innovation and empirical research. What you will bring: Bachelor's degree in Finance, Economics, Mathematics, Statistics, Computer Science, or a related STEM field. Relevant experience in quantitative finance, portfolio management, or a related field. Proficiency in Python. Strong practical experience with empirical research techniques. Demonstrated ability to manage and analyze large datasets effectively. Familiarity with portfolio optimization techniques and trade cost analysis. Ability to critically evaluate and apply academic and practitioner research. Excellent communication skills with a proven ability to explain complex concepts clearly. Self-starter with strong problem-solving skills, creativity, and initiative. What will set you apart: Master's degree Experience with additional programming languages or tools (e.g., AMPL, CPLEX, GUROBI) is a plus. Able to work in a team environment while taking individual responsibility for the quality and accuracy of his/her work. Excellent time management skills; work efficiently under the pressure of deadlines. PGIM believes in the Power of a Hybrid work arrangement. The Power of Hybrid is both the flexibility of work from home, as well as the networking and career development of in-person work with colleagues through weekly anchor day(s). This position will work a hybrid schedule in our Newark, NJ office. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The base salary range for this role is from $150,000.00 to $170,000.00. 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. 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. About PGIM Quantitative Solutions Group Our Business: PGIM Quantitative Solutions is the quantitative, multi-asset and liquid alternatives specialist of PGIM. For more than 45 years, PGIM Quant Solutions has helped investors around the world solve their unique needs by leveraging the power of technology and data as well as advanced academic research. PGIM Quant Solutions manages portfolios across equities, multi-asset and liquid alternatives and offers defined contribution solutions. For more information, please visit PGIM Quantitative Solutions #LI-CR1 #LI-Hybrid 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.
    $150k-170k yearly Auto-Apply 60d+ ago
  • Investment Banker, M&A

    UBS 4.5company rating

    New York, NY jobs

    Your role We're looking for an Investment Banker to: * Assist in the origination and execution of M&A transactions for domestic and foreign corporate and private equity clients * Work on major workstreams of M&A transactions including diligence, the development of financial projections and analyses, and all client deliverables * Independently prepare, interpret, and discuss analytical data * Present to internal and external clients effectively and with confidence * Collaborate with colleagues across the globe to provide clients with seamless transaction execution * Generate new ideas and creative approaches that push the business forward * Make sound and balanced judgments (and always within professional, ethical, regulatory, and legal standards) Detailed salary information: * New York: the salary range for this role is $275000 to $275000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #team UBS and make an impact? Your expertise * Experience in originating and executing public and private M&A transactions as well as relevant M&A structuring * Ability to work effectively with both corporate and private equity clients * Strong analytical skills and proficiency in all relevant financial analyses * Demonstrated track record of taking initiative and managing teams * Undergraduate degree and MBA or JD * LI-UBS * UBS-MOGUL About us UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
    $275k-275k yearly 9d ago
  • PGIM Quantitative Solutions - Senior Executive Assistant

    PGIM 4.5company rating

    Newark, NJ jobs

    Job Classification: Corporate - Administration 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 will do: As a Senior Executive Assistant to the PGIM Quantitative Solutions Investments Team, this role requires the ability to anticipate needs, with a consistent focus on forward-planning. Candidates must have a proven track-record in supporting senior-level management in a fast-paced environment. Success in this Senior Executive Assistant role includes exercising superior judgment, exceptional time management skills, developing strong, collaborative relationships across multiple constituents to move things ahead, and acting as an extension of the Investments team in all communications. What you can expect: * Assist with day-to-day management of Quantitative Equity and Multi-Asset Solutions investment teams including but not limited to preparing and coordinating communications, calendar management, meeting logistics for internal and external appointments and facilitating changes to daily events as necessary. * Coordinate complex international travel logistics across multiple time zones and regions, leveraging deep knowledge of global geographies, visa requirements, and cultural nuances to ensure seamless travel experiences. * Organize and maintain calendars, including scheduling large meetings with senior-level executives within PQS, PGIM and Prudential broadly * Assist with client meetings - including agenda, meeting materials, logistics such as catering, security clearance, coordination of prep meetings, and compliance pre-approvals, if applicable. * Prepare and produce PowerPoint presentations and Word documents * Produce communications, presentations, reports, and analysis, as needed * Professional representation and handling of all written and verbal communications. * Streamline and organize data and documentations with a keen eye for detail and maximizing efficiency. * Participate in coordinating PQS employee and volunteer events as part of PQS's administrative staff shared responsibility. * Back up support to Executive Assistant to Head of PQS. * Collaborate with the PQS Admin Team to support ad hoc projects and broader team initiatives What you will bring: * Ability to communicate across teams about priorities and business objectives * Minimum of six years of experience as an Executive Assistant supporting senior-level management * Advanced proficiency of PowerPoint and Word * High level of integrity, discretion and judgment in handling highly sensitive, confidential information * Prior experience in the financial services industry * Flexibility to work overtime What will set you apart? * Bachelor's Degree strongly preferred * Ability to work independently but also partner as a team player * Knowledge of Concur and Workday a plus PGIM believes in the Power of a Hybrid work arrangement. The Power of Hybrid is both the flexibility of work from home, as well as the networking and career development of in-person work with colleagues through weekly anchor day(s). This position will work a hybrid schedule in our Newark, NJ office. 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 $90,000 to $105,000. 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. 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. About PGIM Quantitative Solutions Group Our Business: PGIM Quantitative Solutions is the quantitative, multi-asset and liquid alternatives specialist of PGIM. For more than 45 years, PGIM Quant Solutions has helped investors around the world solve their unique needs by leveraging the power of technology and data as well as advanced academic research. PGIM Quant Solutions manages portfolios across equities, multi-asset and liquid alternatives and offers defined contribution solutions. For more information, please visit PGIM Quantitative Solutions #LI-MM1 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.
    $90k-105k yearly Auto-Apply 14d ago
  • Work From Home Data Entry Work , Earn $1600 Per Week (Remote)-United States

    Amb 3.8company rating

    New York jobs

    Entry-level job - Remote Work From Home. Full or part-time placements readily available from home. With or without experience we encourage all applicants to apply. We are seeking candidates curious about collaborating with companies that are working with workers for remote at home positions. Both full-time and also part-time opportunities are readily available in a variety of career fields including yet not limited to data entry, marketing, customer service and assistance, clerical, as well as administrative. Prospects with experience in within sales, outside sales, and also retail sales are additionally encouraged to apply on our web site. If you can work on your own from home as well as are self-motivated you would be a fantastic fit. Perfect candidates ought to appreciate such work as email customer support, data entry, social networks posting and also reviewing products. Data entry clerks come from all various backgrounds including customer service, sales assistance, clerical, secretary, administrative assistant, receptionist, call center, part-time, retail areas & more We are wanting to speak with you. Please apply on our site today! Requirements: Computer with internet access Peaceful working area far from interruptions Willingness to take instructions Required Skills: Data Entry
    $38k-62k yearly est. 60d+ ago
  • Senior Planning & Analysis Associate - PGIM Finance (Hybrid)

    PGIM 4.5company rating

    Newark, NJ jobs

    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 19d ago
  • Customer Retention Manager (Hybrid)

    Globe Life Inc. 4.6company rating

    McKinney, TX jobs

    Primary Duties & Responsibilities 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 Customer Retention Manager? Globe Life is looking for a Customer Retention Manager to join the team! In this role, you will be responsible for directly managing up to 5 production supervisors who oversee teams of part-time Customer Retention representatives and department Team Leads that provide support to the contact center. This role involves providing ongoing guidance, coaching, and professional development opportunities to drive team growth while creating and maintaining a motivating work environment that inspires staff to consistently meet and exceed performance standards. The position requires establishing and maintaining the highest standards of quality and productivity across all contact center operations. The manager serves as the primary escalation point for operational issues and strategic decision-making, analyzing daily performance metrics, and proactively implementing data-driven improvement strategies to drive consistent achievement of departmental Key Performance Indicators and organizational objectives. The role involves partnering with Recruiting to assess staffing needs and ensure optimal team capacity. The manager collaborates with Human Resources to maintain consistency in policy application and appropriately handles disciplinary actions while ensuring detailed, confidential documentation. Additionally, the position ensures all HR processes and personnel actions comply with company policies, procedures, and legal requirements. This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday). What You Will Do: * Manage a diverse team of full-time and part-time staff across multiple levels, including Supervisors, Team Leads, and Call Center Representatives. * Conduct comprehensive annual performance reviews for direct reports and ensure supervisors complete timely evaluations for their team members. * Ensure supervisors fulfill all responsibilities as outlined in the Customer Retention Supervisor Expectations document. * Collaborate with senior leadership to develop strategies and ensure timely, effective implementation. * Leverage technology solutions to optimize multi-channel contact methods and increase customer response rates. * Monitor and evaluate departmental tests and policy changes to ensure expected performance while identifying and addressing adverse trends. * Establish and maintain comprehensive documentation for all business processes with appropriate controls. * Utilize data-driven analysis to continuously optimize call center operations and performance metrics. * Serve as Subject Matter Expert across all areas of responsibility, providing guidance and expertise to the team. * Support testing and implementation of new programs and technologies within the contact center environment. * Partner with the training team to develop and maintain current, effective training programs for new hires and existing representatives. * Communicate with Agency field operations as needed to ensure alignment and support business objectives. * Complete ad hoc requests, as needed. What You Can Bring: * High School Diploma or Equivalent. * Associate degree and/or equivalent work experience. * Minimum 5 years' experience in telemarketing/sales management. * Life insurance or financial industry experience preferred. * Technical Proficiency: Advanced computer skills in MS Office Suite and ability to quickly adapt to evolving technology solutions that address business needs. * Analytical & Strategic Thinking: Strong data analysis capabilities with the ability to translate insights into actionable business recommendations for senior leadership. * Leadership & Communication Skills: Exceptional ability to communicate progress, results, and strategic initiatives to senior leaders while setting clear direction for telemarketing/telesales functions. * Team Development Skills: Proven expertise in developing, motivating, and retaining high-performing staff members. * Problem-Solving Skills: Excellent critical thinking and problem-resolution skills with a results-oriented mindset. * Training & Development Skills: Demonstrated ability to design and deliver effective training programs for telemarketing/telesales teams. 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 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. Location: 7677 Henneman Way, McKinney, Texas
    $88k-109k yearly est. 23d ago
  • Part Time Associate Banker Columbus Central West (30 Hours)

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210628900 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities * Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. * Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. * Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. * Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. * Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills * Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. * Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. * Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. * Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. * Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. * Ability to quickly and accurately learn products, services, and procedures. * Client service experience or comparable experience. * High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Cash handling experience.
    $19k-40k yearly est. Auto-Apply 60d+ ago
  • Customer Engagement Consultant (Sales), Business Cards & Payments (Hybrid), Plano, Texas

    Capital One 4.7company rating

    Plano, TX jobs

    The **Business Cards & Payments (BC&P)** organization is committed to fueling the courageous entrepreneurial spirit that's at the heart of America's business owners and offer products and services to help them do more business. We've built an organization that is focused on listening to and learning from the millions of business customers we serve every day to make sure our products, services and experiences work as hard as they do. The name of our organization reflects our current leadership position in Business Cards and Payments - as well as our aspiration to serve a wide range of needs for our customers beyond the card. We are a culture that dreams big and embraces an entrepreneurial and ownership spirit - just like our business customers. The Role: Are you a self-starter, a go-getter, and a deal maker? Are you disciplined and autonomous? Within Capital One's Business Cards & Payments group, you will find a culture that expects and rewards excellence. We believe in unlocking the power of people and equipping them to do great things! We are looking for like-minded people who can share our passion for success and a high sense of urgency to deliver on customer needs. As a **Customer Engagement Consultant** , you will play a key role in identifying opportunities and providing direct support to our customers. The consultant will be responsible for executing outbound contact campaigns through a variety of channels and execute next steps to help meet the client's needs. The ideal candidate will be able to work in a fast-paced environment with changing priorities, have strong relationship building skills, and be able to meet our customers at moments that matter to grow and retain their business. This person must have strong influence and client management skills, a consultative sales skill set, and must be able to work autonomously. This individual must also have strong written and verbal communication skills for over-the-phone and email communication. General Responsibilities: + The goal of this individual is to execute call campaigns, engage customers to speak further about complex opportunities and take action in real-time. + Develop subject matter expertise on the Business Cards & Payments product suite in order to effectively problem solve, cross-sell or pitch a solution that meets the client's needs + Use judgment to identify the appropriate path to embark on with the client and engage partners or leadership as needed + Utilize various forms of communication including, but not limited to email, phone and direct mail + Develop, manage and maintain relationships with field teams across Business Cards & Payments + Work independently and seek out feedback and data to reflect on and improve your own performance + Be compliant with all Capital One protocols and client activities + Maintain and update the CRM system An Ideal Candidate Possesses: + A strong interest in sales and desire to continue learning and growing in a sales based environment + A proven track record of successful face-to-face or phone based sales and client management experience + Drive, focus, independent thinking, and the ability to work autonomously + Influential communication skills (both written and verbal), ability to quickly move key decision makers through a change curve via a proactive phone based approach + A consultative mindset and the ability to adapt to an ever changing environment + Real-time effective utilization of judgment and problem solving skills Basic Qualifications: + Bachelor's degree or military experience Preferred Qualifications: + 1+ years of sales or client management experience **_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. Plano, TX: $64,700 - $73,900 for Customer Development Associate 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).
    $64.7k-73.9k yearly 13d ago
  • Sr. Life Insurance Underwriter (Remote)

    Globe Life Inc. 4.6company rating

    McKinney, TX jobs

    Primary Duties & Responsibilities At Globe Life, we continually seek talented Senior Life Insurance Underwriters who can play a pivotal role in the company's expansion. Our thriving and dynamic community offers ample room for professional development, increased earning potential, and a secure work environment. 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 Sr. Life Insurance Underwriter? Globe Life is actively networking with experienced Sr. Life Insurance Underwriters who are open to new opportunities! In this role, you will be responsible for evaluating life insurance applications, making critical decisions on risk selection, and determining whether to issue standard rates or decline applications. Guided by underwriting standards and written guidelines, you'll implement underwriting policies and procedures to efficiently process new business while also collaborating with other departments. This is a remote / work-from-home position. What You Will Do: * Screen life insurance applications, including trial applications, to select risks and determine standard, rate, or reject disposition. * Implement underwriting policies and procedures for new business processing and other department processes. * Utilize Swiss Re Underwriting manual and internal company notes to implement medical guidelines. * Report and interpret MIB codes, as well as evaluate results of oral saliva tests and agent verification calls. * Review and assess motor vehicle records (MVRs), prescription histories (Rx), medical records (APSs), and paramedical exams/lab results. * Respond to customer inquiries regarding dispositions and evaluate health information received with add-ons, modifications, and reinstatements. * Act as the underwriting contact for top-level Agents for information and escalated issues, handling sensitive cases and positive drug screens. * Manage aging cases and referrals from other underwriters and screeners. * Assist in training underwriters and screeners and support other necessary underwriting areas as directed by department management. What You Can Bring: * Some college coursework; Bachelor's degree preferred; will consider 5+ years of life insurance experience in place of a degree. * Required certifications: LOMA 280/281, LOMA 290/291; pursuit of FLMI preferred; consideration given to other industry courses. * Mandatory certification in LOMA Underwriting (UND) and knowledge of medical terminology. * Minimum of 3 years' experience in an Underwriter role or above. * Daily application of critical thinking and complex problem-solving skills. * Strong verbal and written communication skills. * Proficiency in PC skills, including Excel, MS Word, and MS Outlook; familiarity with MS Access is a plus. 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 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. Location: 7677 Henneman Way, McKinney, Texas
    $32k-53k yearly est. 29d ago
  • Mortgage Loan Servicing Representative (Hybrid)

    NIH Federal Credit Union 4.2company rating

    Upper Marlboro, MD jobs

    NASA Federal Credit Union is in search of a Mortgage Loan Servicing Representative responsible for delivering exceptional customer service via telephone, mail, and email while assisting members with NASA FCU lending products and services. The Mortgage Loan Servicing Representative will maintain accurate data in our loan servicing systems for mortgage loans as well as acting as a member and branch liaison for all mortgage loan transaction-related questions. This position will onboard new first mortgages, set up escrow accounts for new mortgages, post payments and payoffs to mortgages, and process annual escrow analysis. It will also respond to internal and external email communications and track recordation and process lien releases for first mortgages and home equity Deeds of Trust. The Mortgage Loan Servicing Representative will be responsible for auditing/maintaining MERS system and processing mortgage corrections, transfers due to security breach or removal of member from account, as well as credit bureau reporting and corrections. You must reside in Maryland, Washington DC, or Virginia. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following with other duties may be assigned.Remains cognizant of and adheres to credit union policies and procedures, and regulations pertaining to the Bank Secrecy Act. Level I: Address member correspondence via inbound/outbound phone calls and email Ensures accurate and timely generation of periodic billing statements Onboards new first mortgages to FICS Handles all internal/external member inquiries pertaining to documents (Notes, Deeds of Trust, Title Policies) Completes Verification of Mortgage forms Processes payoff requests and transactions for all real estate loan types Posts payments to all real estate loan types Responsible for mailing Goodbye (Retail Sold) and Welcome letters (Correspondent) May be cross trained in select duties of the Mortgage Loan Servicing Representative II position Level II: (In addition to the requirements of Level I) Sets up escrow accounts for new mortgages Performs servicing transfers for loans sold to new investors Responsible for transferring mortgages to investors in MERS in a timely manner Tracks recordation and processes lien releases on first mortgage and home equity Deeds of Trust Files all mortgage documents within the vault and tracks outgoing original documents Verifies accuracy of 10% of new mortgages and critical fields Responsible for research and corrections to mortgages Responsible for mortgage account transfers due to security breach or removal of member from account Has a thorough knowledge of FCRA; responsible for credit bureau reporting, disputes, and corrections Assists in the preparation of yearly 1098 and 1099 tax forms Reviews daily, weekly, and monthly reports May also be responsible for all or part of the duties of the Mortgage Loan Servicing Representative I position May be cross trained in select duties of the Mortgage Servicing Representative III position Level III: (In addition to the requirements of Level I & II) Reviews and audits new escrow setups for accuracy Disburses payment of taxes, insurance, and private mortgage insurance Contacts member regarding delinquent taxes and cancellation of insurance Responsible for the force placement of hazard and flood insurance as needed Coordinates with Management to pay delinquent taxes to prevent tax sale; redeems collateral from tax sale Analyzes, prepares, and mails annual escrow analysis statements Processes final escrow disbursements Reviews member requests for waiver of existing escrow accounts Reviews member requests for waiver of private mortgage insurance Coordinates mortgage hazard and flood insurance claims Files blanket coverage claims for home equity lines/loans Processes and verifies all rate adjustments on Adjustable Rate Mortgages and Commercial Loans Responsible for verifying monthly and quarterly rate adjustments on Home Equity Lines of Credit Responsible for loan modifications/partial releases on all real estate loan types Responsible for reviewing and processing year-end tax statements Completes MERS audits, tracks receipt of transfers on Correspondent Loans Responsible for servicing mortgages under the Servicemember's Civil Relief Act (SCRA) May also be responsible for all or part of the duties of the Mortgage Loan Servicing Representative I and II positions Education and Experience: Level I: A high school diploma or general education degree (GED) and one-year relevant experience and/or training required Excellent communication skills - written, oral, and listening Ability to work independently, as well as collaboratively Acute sense of urgency, with strong time management skills - meeting critical deadlines/goals with accurate work Ability to prioritize and multi-task Must be proficient in Microsoft Suite Level II: (In addition to the requirements of Level I) A high school diploma or general education degree (GED) and two to four years relevant experience required Level III: (In addition to the requirements of Level I & II) Bachelor's Degree in relevant field preferred and three to six years relevant experience required Strong knowledge of mortgage systems, mortgage procedures, credit union and governmental agency regulations and policies. Our generous benefit package includes: $45,000 - $65,520 / Annually (based on experience and level) Remote-Hybrid (will require onsite presence) NASA Federal Credit Union offers an array of benefits including comprehensive healthcare, 401(k), paid leave, remote work options for applicable positions, and more. +Insurance coverage begins the 1st day of the month, following 30 days after hire date.*100% Credit Union-Paid Full-Time Employee Benefits (Includes all Part-Time benefits listed below) Health Insurance (Choice of two nationwide PPO plans) High Deductible Plan: 100% employer contribution toward premium. (HSA and FSA compatible)+* Low Deductible Plan: Generous employer contribution toward premium. (FSA compatible)+ Dental Insurance: Generous employer contribution toward premium+ Vision Insurance: Generous employer contribution toward premium+ Long-term Disability Insurance+* Flexible Spending Medical Account (FSA)+ Flexible Spending Dependent Care Account+ Health Savings Account (HSA)+ Voluntary Supplemental Life Insurance+ Voluntary Dependent Life Insurance+ Voluntary Short-term Disability Insurance+ Voluntary Long-term Care Insurance+ Part-Time Employee Benefits 401(k) with employer match up to 6% and immediate 100% vesting Gain Sharing Bonus (eligibility rules apply)* Life Insurance/AD&D+* Vacation Leave (excluding Outside Loan Officers) Sick and Safe Leave 11 Paid Holidays Education Assistance Employee Referral Bonus* Credit Union Membership Eligible Employee Assistance Program+* Identity Theft Protection (Additional fee to add family members)+* Pet Health Insurance Employee Discount Program All benefits are based on meeting NASA Federal Credit Union's eligibility requirements and the carrier's terms and conditions. Position is overtime eligible. Posted 10/24/25.
    $45k-65.5k yearly Auto-Apply 41d ago
  • Investment Banker, M&A (West Coast)

    UBS 4.5company rating

    Menlo Park, CA jobs

    Your role We're looking for an Investment Banker to: * Assist in the origination and execution of M&A transactions for domestic and foreign corporate and private equity clients * Work on major workstreams of M&A transactions including diligence, the development of financial projections and analyses, and all client deliverables * Independently prepare, interpret, and discuss analytical data * Present to internal and external clients effectively and with confidence * Collaborate with colleagues across the globe to provide clients with seamless transaction execution * Generate new ideas and creative approaches that push the business forward * Make sound and balanced judgments (and always within professional, ethical, regulatory, and legal standards) Detailed salary information: * San Francisco, Menlo Park: the salary range for this role is $275000 to $275000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #team UBS and make an impact? Your expertise * Experience in originating and executing public and private M&A transactions as well as relevant M&A structuring * Ability to work effectively with both corporate and private equity clients * Strong analytical skills and proficiency in all relevant financial analyses * Demonstrated track record of taking initiative and managing teams * Undergraduate degree and MBA or JD * LI-UBS * UBS-MOGUL About us UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
    $275k-275k yearly 9d ago
  • Collections Specialist - Open House

    Sallie Mae Inc. (SLM Corp 4.1company rating

    New Castle, DE jobs

    When you join Sallie Mae, you become a champion for all students. We're on a mission to power confidence as students begin their unique journey. To help them plan their higher education, successfully finish, and prepare for life after school. To help them Start smart. Learn big. Students need guidance navigating this important time in their life. They need someone who acknowledges that their education path is unique. They need a partner willing to evolve and not only meet but surpass their expectations. We're changing. Because students need a better way. We're looking for people who are excited to drive this transformation. To break barriers and think of new ways to adapt, help, and create better experiences for students-and for each other. This is where diverse backgrounds, beliefs, and perspectives matter. It's where you're empowered to bring your authentic self to work. Feeling your best allows you to do your best. Our benefits take care of the whole you-from physical and mental to financial and professional. You'll get opportunities to further your education and career, support for you and your family (including your pets!), paid time off to volunteer for the things that matter to you, and more. We're obsessed with impact and making a real difference. For us, that means putting relationships first, asking "why not?" when tackling challenges, and continuously learning new skills. Come do more than join something, change something. For students, for future generations, for the future of education. OPEN HOUSE The Sallie Mae team is hosting an OPEN HOUSE on Tuesday December 2nd from 3pm-7pm and Wednesday December 3rd from 10am-3pm Address: 84 Christiana Road Suite 86 New Castle, DE 19720 What to bring: 2 copies of your resume and a photo ID to check in with our security desk Start Date: Monday January 5th 2026 Apply to this posting if you are available to come in for an interview on either of the selected days: 12/2 or 12/3 Open to part time or full time roles Description: * Customer Engagement: Make and receive customer calls to address overdue accounts and discuss repayment options. * Customer Experience: Provide exceptional service while encouraging customers to make payments on their past due accounts. * Documentation: Accurately record customer interactions, including communication logs, payments, repayment plan enrollments, and other important information. Qualifications and Skills: * Ability to demonstrate empathy while being assertive to achieve the required outcome. * Meet and exceed quality goals, compliance regulations and productivity targets individually and team environment. * Strong interpersonal, communication and listening skills. * Build meaningful relationships with our customers by offering repayment programs while gathering information to understand their financial situation. * Excellent negotiating, probing, influencing and resourcefulness skills. Compensation: * This role offers a base pay of $20 per hour, plus monthly incentives ranging from $1250 to $2500 based on performance. What we're looking for: * Professionalism: Serve as the welcoming and friendly voice for our customers. * Energetic and Driven: Bring enthusiasm and a positive attitude to every interaction. * Tech Savvy: Possess basic computer skills and experience with the Microsoft Office Suite. * Flexible Work Environment: Ability to work in the office with the flexibility to work from home on some days. * The first 90 days of employment you are required to work in the office with a schedule of 8 a.m. - 5 p.m. Monday through Friday. * Schedule assignments are based on performance rankings. Employees will participate in a schedule bid process where higher performance rankings provide priority in selecting preferred shifts. Shift bids take place every 6 months. * Schedules options upon availability and based on business needs are: 8am-5pm, 10am-7pm and 12pm-9pm (Employees working the evening shift receive a 15% shift differential on their hourly rate). * You would work the same schedule Mon-Friday. * Must be flexible to work some Saturdays * Education & Experience: Experience in customer service and or collections related roles. High school diploma or equivalent, some college coursework in business related fields preferred. Feeling your best helps you do your best: Our benefits take care of the whole you-so you can build your work around your life (not the other way around!). * Competitive base salaries * Bonus incentives * Generous PTO, Floating Holidays and 12 Federal Holidays observed * Support for financial-well-being and retirement 401k with employer match * Comprehensive medical, dental, vision, hospital indemnity, critical illness, pet insurance and more * Employer paid short-term/long-term disability and basic life insurance * Flexible hybrid working arrangements. * Paid parental leave and adoption reimbursement programs * Free access to on-site staffed fitness centers (in Delaware) and gym subsidy (for locations outside Delaware) * Confidential counseling support (EAP), Health Advocacy services and Wellness program with financial incentives * Tuition Reimbursement and Family Scholarship Programs * Career development and training opportunities Not the right fit? Let us know you're interested in a future opportunity by clicking Introduce Yourself in the top-right corner of the page or create an account to set up email alerts as new job postings become available that meet your interest! Sallie Mae is proud to be an equal opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, sexual orientation, national origin, age, genetic information, gender identity, disability, Veteran status or any other characteristic protected by federal, state or local law. Click here to view the U.S. Pay Transparency Policy, here for federal job applicant notices, and here to view the California Employee Privacy Notice. Reasonable accommodations are available for applicants with disabilities in all phases of the application and employment process. To request an accommodation please call ************** and choose option 9. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
    $20 hourly Auto-Apply 14d ago
  • Travel Universal Banker - Part Time

    United Community Bank 4.5company rating

    Lexington, SC jobs

    United Community Bank is looking for a part-time Travel Universal Banker. As a Travel Universal Banker, you will have the opportunity to deliver excellent experiences for customers and prospects. This position is cross trained to provide service for both the teller and platform responsibilities at our branch locations. In addition to assisting with everyday transactions, you will have the opportunity to help with customer resolution and financial wellness by having needs-based conversations and identifying appropriate solutions. The Traveling Universal Banker role is responsible for traveling daily to branches within a specific market area. What You'll Do * This position requires up to 100% travel within designated market area * Maintain extensive knowledge of retail bank products and services and look for opportunities to strengthen existing customer relationships and develop new relationships by understanding customers' needs while considering perspectives and priorities of different customers * Promote, explain, open and renew (where applicable) financial institution services such as consumer loans (excluding real-estate loans), IRAs, Certificates of Deposit, safe deposit boxes, etc. * Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions and appointment setting * Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions * Perform transactions of a paying and receiving teller such as receive checks for deposit to accounts, verify amounts, examine checks for proper endorsement, cash checks and process withdrawals; Place holds on accounts for uncollected funds, daily balancing of cash drawer * Educate customers on options for managing transactions using technology and all other tools and resources available * Apply product and service knowledge to effectively solve customer problems * Assist other staff in serving customers, answering telephones and performing other duties as necessary Requirements For Success * NMLS license * Minimum 3 years of retail sales experience * 1+ years of experience working in a financial institution * Ability to work a flexible schedule and to accommodate travel to different branches as needed * Knowledge of consumer credit structuring and lending practices * Demonstrated analytical, accuracy and problem-solving skills * Strong verbal and written interpersonal communication skills * Experience with using and demonstrating digital products and self-service technologies Conditions of Employment * Must be able to pass a background and credit check * This is a part-time non-remote position Pay Range USD $18.00 - USD $23.74 /Hr.
    $18-23.7 hourly 10d ago
  • Bilingual Customer Retention Representative (Remote)

    Globe Life Inc. 4.6company rating

    McKinney, TX jobs

    Primary Duties & Responsibilities 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 Customer Retention Representative? Globe Life is looking for a Bilingual Customer Retention Representative to join the team! As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who are considering cancellation or have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage. This is a remote / work-from-home position. We have full-time and part-time positions available with morning and evening shifts. What You Will Do: * Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options. * Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions. * Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments. * Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language. * Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems. * Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information. * Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions. * Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards. What You Can Bring: * Must be fully bilingual in English and Spanish, with the ability to speak, read, and write fluently in both languages. * High school diploma or equivalent. * Basic Microsoft Office Skills, including Word, Excel, and Outlook. * Minimum Typing speed of 30 wpm. * Experience in a call center environment preferred. * Some experience in insurance and/or sales is preferred. * Excellent verbal and written communication skills. * Ability to solve complex policyholder issues with a positive attitude. * Ability to work in a fast-paced environment and work well under pressure. * Knowledge of life and/or health insurance terminology preferred. 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 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. Location: 7677 Henneman Way, McKinney, Texas
    $62k-109k yearly est. 60d+ ago
  • Wealth Banker - PNC Investments

    PNC Bank 4.4company rating

    Cleveland, OH jobs

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Wealth Banker within PNC's Investments organization, you will be based in the Cleveland Metropolitan Area.Job Description Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients, with focus typically on a more complex, sophisticated client base. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households. Develops and maintains internal and external partnerships to drive new revenue, acquisition and growth. Owns communication and contact with existing clients to ensure expansion opportunities are captured. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience from acquisition through onboarding and servicing. Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Generates quality referrals for ecosystem partners. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs. Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience. Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Own the client relationship and holds team accountable for deliverables. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor. Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced conversation skills. Has in depth knowledge of business segment capabilities and offerings. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. CompetenciesBanking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Influencing, Managing Multiple Priorities, Products and Services, Relationship Management, Selling.Work ExperienceRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesFINRA Series 7 and 66 (or 63,65) required. Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Life & Health Insurance licenses required.Pay TransparencyBase Salary: $55,000.00 - $98,000.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education.Application WindowGenerally, this opening is expected to be posted for two business days from 08/07/2025, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $55k-98k yearly Auto-Apply 60d+ ago
  • Collections Specialist - Open House

    Sallie Mae 4.1company rating

    New Castle, DE jobs

    **When you join Sallie Mae, you become a champion for all students.** We're on a mission to power confidence as students begin their unique journey. To help them plan their higher education, successfully finish, and prepare for life after school. To help them Start smart. Learn big. Students need guidance navigating this important time in their life. They need someone who acknowledges that their education path is unique. They need a partner willing to evolve and not only meet but surpass their expectations. We're changing. Because students need a better way. We're looking for people who are excited to drive this transformation. To break barriers and think of new ways to adapt, help, and create better experiences for students-and for each other. This is where diverse backgrounds, beliefs, and perspectives matter. It's where you're empowered to bring your authentic self to work. Feeling your best allows you to do your best. Our benefits take care of the whole you-from physical and mental to financial and professional. You'll get opportunities to further your education and career, support for you and your family (including your pets!), paid time off to volunteer for the things that matter to you, and more. We're obsessed with impact and making a real difference. For us, that means putting relationships first, asking "why not?" when tackling challenges, and continuously learning new skills. Come do more than join something, change something. For students, for future generations, for the future of education. **OPEN HOUSE** **The** **Sallie** **Mae** **team is hosting an** **OPEN HOUSE** **on** **Tuesday December 2** **nd** **from 3pm-7pm** **and** **Wednesday December 3** **rd** **from 10am-3pm** **Address:** **84 Christiana Road** **Suite 86** **New Castle, DE** **19720** **What to bring:** **2 copies of your resume and a photo ID to check in with our security desk** **Start Date:** **Monday January 5th 2026** **Apply to this posting if you are available to come in for an interview on either of the selected days: 12/2 or 12/3** _Open to part time or full time roles_ **Description:** **Customer Engagement: Make and receive customer calls to address overdue accounts and discuss repayment options.** **Customer Experience: Provide exceptional service while encouraging customers to make payments on their past due accounts.** **Documentation: Accurately record customer interactions, including communication logs, payments, repayment plan enrollments, and other important information.** **Qualifications and Skills:** **Ability to demonstrate empathy while being assertive to achieve the required outcome.** **Meet and exceed quality goals, compliance regulations and productivity targets individually and team environment.** **Strong interpersonal, communication and listening skills.** **Build meaningful relationships with our customers by offering repayment programs while gathering information to understand their financial situation.** **Excellent negotiating, probing, influencing and resourcefulness skills.** **Compensation:** **This role offers a base pay of $20 per hour, plus monthly incentives ranging from $1250 to $2500 based on performance.** **What we're looking for:** **Professionalism: Serve as the welcoming and friendly voice for our customers.** **Energetic and Driven: Bring enthusiasm and a positive attitude to every interaction.** **Tech Savvy: Possess basic computer skills and experience with the Microsoft Office Suite.** **Flexible Work Environment: Ability to work in the office with the flexibility to work from home on some days.** **The first** **90 days** **of employment you are required to work in the office with a schedule of 8 a.m. - 5 p.m. Monday through Friday.** **Schedule assignments are based on performance rankings. Employees will participate in a schedule bid process where higher performance rankings provide priority in selecting preferred shifts. Shift bids take place every 6 months.** **Schedules options upon availability** **and based on business needs** **are: 8am-5pm, 10am-7pm and 12pm-9pm (Employees working the** **evening shift** **receive a** **15% shift differential** **on their hourly rate).** **You would work the same schedule Mon-Friday.** **Must be flexible to work some Saturdays** **Education & Experience: Experience in customer service and or collections related roles. High school diploma or equivalent, some college coursework in business related fields preferred.** **Feeling your best helps you do your best:** **Our benefits take care of the whole you-so you can build your work around your life (not the other way around!).** + Competitive base salaries + Bonus incentives + Generous PTO, Floating Holidays and 12 Federal Holidays observed + Support for financial-well-being and retirement 401k with employer match + Comprehensive medical, dental, vision, hospital indemnity, critical illness, pet insurance and more + Employer paid short-term/long-term disability and basic life insurance + Flexible hybrid working arrangements. + Paid parental leave and adoption reimbursement programs + Free access to on-site staffed fitness centers (in Delaware) and gym subsidy (for locations outside Delaware) + Confidential counseling support (EAP), Health Advocacy services and Wellness program with financial incentives + Tuition Reimbursement and Family Scholarship Programs + Career development and training opportunities Not the right fit? Let us know you're interested in a future opportunity by clicking _Introduce Yourself_ in the top-right corner of the page or create an account to set up email alerts as new job postings become available that meet your interest! **Sallie Mae is proud to be an equal opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, sexual orientation, national origin, age, genetic information, gender identity, disability, Veteran status or any other characteristic protected by federal, state or local law. Click here (******************************************************* **to view the U.S. Pay Transparency Policy,** **here (******************************************************************************************************************* **for federal job applicant notices, and** **here (************************************************************************************************** **to view the California Employee Privacy Notice.** **Reasonable accommodations are available for applicants with disabilities in all phases of the application and employment process. To request an accommodation please call ************** and choose option 9. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.** Sallie Mae is proud to be an equal opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, sexual orientation, national origin, age, genetic information, gender identity, disability, Veteran status or any other characteristic protected by federal, state or local law. If you'd like more information about your EEO rights as an applicant, please click **************************************************** ************************************************************************************************************************** Click ************************************************************** to view the U.S. Pay Transparency Policy.
    $20 hourly 13d ago

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