Job Description
The System Support Application SupportSpecialist 2 is responsible for providing in-house technical system support for end users of the bank's information systems. Works with external vendors to solve problems regarding bank software.
Essential Functions:
75% System Support
Perform end user software support for banking software applications via phone, email, as well as onsite.
Oversee the daily performance of banking software applications while answering end user inquiries regarding computer software operation to resolve issues by reading technical manuals, vendor support, or conferring with users.
Provide leadership and direction with other departments to ensure successful implementation and support. Prioritize and validate customer needs and request for product changes and enhancements.
Manage support ticket requests from front line support that have been escalated. After researching these support tickets escalate to vendor support as needed.
Complete change management requests and represent changes in accordance with change management policies and procedures. Involved in modifying and executing company policies that affect immediate operations and may also have company-wide effect.
Research and analyze basic and complex issues surrounding the processes and systems of an organization. Make recommendations surrounding improving processes, efficiency, and practices. Simulate and test process improvements. Communicate changes to business units and may provide training.
Troubleshoots and develops technical solutions related to software, independently or as a team. Create workaround procedures when standard procedures have failed and ensure issues are resolved in a timely fashion. Escalates urgent problems requiring more in-depth knowledge to the appropriate resources.
25% Systems Analysis & Projects
Project implementer for some small to medium project initiatives and releases implemented by business units while ensuring predictable, consistent, and success project delivery. Actively participate with product development teams to define product requirements.
Confer with clients regarding the nature of the information processing or computation needs of a computer program is to address. Determine the functionality of some pre-developed application packages and adapt them to a user environment.
Develop and maintain a full understanding of banking software applications and stay abreast of relevant industry trends and best practices.
Test, maintain and monitor computer and application server programs and systems, including coordinating the installation of computer programs and systems.
Understand and adhere to all bank policies, laws, and regulations applicable to their role. Complete compliance training; follow internal processes and controls as required.
Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
Regular and reliable attendance is an essential function of this position.
Perform other job-related duties or special projects as assigned.
Qualifications:
2-3 years Loan Origination/Operations/Servicing/Training experience required.
Proficient in Microsoft Word, Excel and in working with other financial system software.
Proven ability to understand complex business and technical concepts.
Hands on vendor management experience as it relates to support for issue management and escalation.
Preferred Talents:
Adaptability and flexibility in a dynamic, fast-paced environment
Problem solver
Effective communicator
Organized and detail-oriented
Independent with a team orientation
Time efficient in managing multiple projects
Working Environment:
Mostly indoor work with occasional exposure to outdoor elements or hazards.
Occasional lifting and/or carrying up to 10 pounds.
Occasional after-hours and/or weekend hours.
This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.
PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.
$38k-55k yearly est. 15d ago
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Technology Support Specialist
Concurrent Investment Advisors 3.8
Tampa, FL jobs
Job DescriptionDescriptionPosition Overview:We are seeking a motivated and customer-focused Technology SupportSpecialist to join our team. This entry-level role is ideal for individuals looking to continue a career in IT support. The successful candidate will be responsible for managing technology support tickets, assisting users with troubleshooting technical issues, and ensuring the smooth operation of our technology help desk. This role will involve working closely with internal teams and vendors to provide efficient and effective support for technology systems.
Key ResponsibilitiesHelp Desk & Technical Support
Serve as the first point of contact for employees needing IT support via phone, email, or ticketing system.
Log, track, and manage technology support tickets to ensure timely resolution.
Troubleshoot basic hardware, software, and network issues, escalating complex problems to senior team members when needed.
Provide step-by-step technical guidance to users, ensuring they understand the solutions provided.
Maintain records of reported issues, solutions, and user feedback to help improve internal support processes.
User Access & System Administration
Assist with setting up and managing user accounts, access permissions, and system credentials.
Ensure employees have appropriate access to company applications such as Microsoft 365, Box, DocuSign, and other business platforms.
Support onboarding and offboarding processes by managing system access for new hires and deactivating accounts for departing employees.
Technology Maintenance & Coordination
Help monitor system performance and notify IT administrators of any issues or concerns.
Collaborate with IT vendors to assist in resolving software or hardware-related issues.
Assist with software installations, updates, and patches to ensure systems are running smoothly.
Provide support for basic cybersecurity measures, such as identifying phishing emails and reporting security concerns.
Continuous Improvement & Documentation
Contribute to the development of IT support documentation, including FAQs, troubleshooting guides, and user manuals.
Identify recurring issues and suggest improvements to processes to enhance efficiency.
Participate in training sessions to expand technical knowledge and stay updated on new tools and technologies.
Qualifications
Associate's, Bachelor's degree or Trade School experience in Information Technology, Computer Science, or a related field (or relevant certifications/experience).
Strong interest in technology support, IT troubleshooting, and customer service.
Basic understanding of computer hardware, operating systems, and common business applications.
Familiarity with help desk ticketing systems is a plus.
Excellent problem-solving skills with attention to detail.
Strong communication and interpersonal skills to assist users effectively.
Ability to manage multiple support requests and prioritize tasks accordingly.
Job Type / Salary
Full-time, Exempt
$55,000-$65,000 base per year, dependent on experience, with additional semi-annual performance bonus opportunities
Location / Schedule
This position will work from our Tampa, FL home office.
Working hours are 9am-5pm Monday-Friday with the option to work remotely on Fridays.
Occasional evening/weekend hours may be requested.
No travel for this position is required.
Benefits
401(k) matching
Dental Insurance
Disability insurance
Employee assistance program
Flexible schedule
Flexible spending account
Health insurance
Life insurance
Paid time off
Vision insurance
Note: This is an Evergreen Job Posting
This posting is for a position we hire for on an ongoing basis. While we may not have an immediate opening, we are always looking to connect with talented professionals who are a great fit for our team. If you're interested, please apply-we review applications regularly and will reach out as soon as a relevant opportunity becomes available.
$55k-65k yearly 30d ago
Closing Support Specialist
Embrace Home Loans 4.7
Middletown, RI jobs
Department: Closing/Shipping/Funding
General Business Hours: M-F 9:00 a.m. - 5:00 p.m.
Shift: 8 hours, M-F.
Managed by (Title): Closing Manager
Compensation: Hourly
FLSA Status: Non-Exempt
Last Updated: 10/23/2025
SUMMARY
Manage Broker Loan Document Retention, Assist Title Attorney Support and Re-Disclosure Desks, Assist Post-Closing
KNOWLEDGE, EXPERIENCE AND SKILLS REQUIRED
Technical Knowledge, Years of Related Experience, Skills, Licenses, and Systems Experience
A. Experience: 1-2 years' experience in mortgage lending required
B. Skills: Strong time management and organizational skills. Excellent problem solving and analytical skills.
Exceptional interpersonal skills.
C. Systems: Superiority general computer and analytical skills. Proficient Microsoft Office Suite (including Teams)
experience required, experience with Empower (Loan Origination System) or similar Loan Origination System
desired. Proficient in using the following portals: Wells Fargo, SAM.gov, HUD.gov (Limited Denial of Participation)
and Underwriter (CPL Verifications)
TRAINING REQUIRED
Participate in additional training on technology and procedures on an ongoing basis. Complete annual training as
required by company policy and law on an annual basis in a timely manner.
RESPONSIBILITIES
• Design and Maintain Broker Document Retention Process
• Establish and Maintain relationships with Wholesale Lenders
• Manage Title Attorney Support Tickets through Capacity
• Update Empower Setups
• Send re-disclosure reminders to Sales Teams as assigned by Title Attorney/Re-Disclosure SupportSpecialist
• Utilize Dyna within Empower to establish a record of changes of circumstance
• Establish and maintain relationship with Title/Settlement Agencies
• Establish and maintain relationships with internal departments
• Assist Post-Closing Team with Trailing Docs and Process Post-Close packages as volume demands
• Cover Post-Close roles during absences as needed
SPECIFIC ACTIVITIES
Attend and participate in all Monthly Awards Ceremonies, Corporate Gatherings, Team Calls & Training Events. Read
all newsletters and bulletins to remain current on corporate policies, procedures, and developments.
MEASUREMENTS OF SUCCESS
Ability to stay on top of deadlines and meet expectations
Maintain positive relationships with colleagues, customers and third parties
Ensure responsibilities are compliant with rules and regulations
WORK ENVIRONMENT AND DEMANDS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment: Office
Possible Work Hazards: Minimal
Physical Demands: Light
OTHER CONSIDERATIONS/DISCLAIMERS
Disclaimer:
This job description is a general description of essential job functions. It is not intended as an employment contract,
nor is it intended to describe all duties someone in this position may perform. All employees are expected to perform
tasks as assigned by supervisory personnel, regardless of job title or routine job duties.
ADA Compliance:
Embrace Home Loans is an Equal Opportunity and ADA compliant Employer, committed to diversity in the workplace.
Disclaimer for Connecticut Applicants:
The applicant is not required to disclose the existence of any erased criminal history record information, erased
criminal history record information are records pertaining to a finding of delinquency or that a child was a member of a
family with service needs, an adjudication as a youthful offender, a criminal charge that has been dismissed or nolled, a
criminal charge for which the person has been found not guilty or a conviction for which the person received an
absolute pardon or criminal records that are erased pursuant to statute or by other operation of law, and
Any person with erased criminal history record information shall be deemed to have never been arrested within the
meaning of the general statutes with respect to the proceedings so erased and may so swear under oath.
Work Location Information:
Embrace supports hybrid work where business needs allow, but is rebuilding a community that looks forward to
collaboration within an office setting. All remote work, if allowed, must be performed in a state in which Embrace is
registered to do business or presently open to payroll withholding, unemployment insurance as well as workers
compensation. Those states are as follows: Alabama, Arizona, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana,
Massachusetts, Maryland, Maine, Minnesota, Missouri, North Carolina, New Hampshire, New Jersey, New York, Ohio,
Oregon, Rhode Island, South Carolina, Tennessee, Texas, Virginia, and West Virginia. Even if remote work is permitted,
some presence in an office may be necessary based on needs, the nature of work, or in support of corporate sponsored
events designed to build community. If your position requires an MLO license, you must be employed within
commutable distance of an Embrace office (no home offices) and open to reporting to the office location when
required.
$50k-89k yearly est. Auto-Apply 5d ago
HelpDesk Specialist
Commonwealth Financial 4.7
Waltham, MA jobs
If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Technology department offers a hybrid work schedule, so you will be able to work from home on Wednesdays and Fridays.
We're looking for a helpdesk specialist to join our ranks. Are you a proactive problem solver with exceptional customer service skills? As a helpdesk specialist, you will put your technical expertise to use, providing our more than 900 home office employees with the technical support they need to do their jobs. In addition, you'll provide technical recommendations and support to our more than 2,000 advisors, as well as their staff, regarding any technology they use. Ours is a fast-paced, on-your-toes environment, and a positive, can-do attitude is a must.
Please note: This is a full-time opportunity, working 8:30 a.m. to 5:00 p.m. EST with a 30-minute lunch break.
Key Responsibilities
* Providing first-level technical support to home office staff, as well as to Commonwealth advisors and their staff, on a wide range of issues and products
* Prioritizing and processing help requests to identify and resolve technical issues
Core Strengths and Skills
* Excellent communication skills (phone etiquette, listening skills, and follow-up skills)
* Knowledge and experience troubleshooting basic-to-advanced Windows 10/11 OS and browser problems
* Experience with Microsoft Office Suite 2016, 2019, and Office 365 functionality and troubleshooting basic connectivity issues; experience with advanced Microsoft Outlook functionality and protocols involved with connecting to Exchange
* Knowledge of Active Directory, Azure, and domain environments
* Experience in providing mobile device support (iOS, Android)
* Ability to troubleshoot TCP/IP networking issues, including network devices such as printers and scanners
* 3+ years' experience working in a technical support role
* CompTIA A+, Microsoft MD-100, or equivalent technical certification preferred
Have we piqued your curiosity? Can you see yourself thriving in this opportunity?
Picture Yourself Here
At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That's why we invest in you-we encourage employee growth both in your career and education; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What's not to love?
We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you.
About Commonwealth
Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Founded in 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio.
Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure.
The Fine Print
We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.
Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.
Min
USD $65,900.00/Yr.
Max
USD $79,100.00/Yr.
$65.9k-79.1k yearly Auto-Apply 60d+ ago
HelpDesk Specialist
Commonwealth Financial Network 4.7
Waltham, MA jobs
If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Technology department offers a hybrid work schedule, so you will be able to work from home on Wednesdays and Fridays.
We're looking for a helpdesk specialist to join our ranks. Are you a proactive problem solver with exceptional customer service skills? As a helpdesk specialist, you will put your technical expertise to use, providing our more than 900 home office employees with the technical support they need to do their jobs. In addition, you'll provide technical recommendations and support to our more than 2,000 advisors, as well as their staff, regarding any technology they use. Ours is a fast-paced, on-your-toes environment, and a positive, can-do attitude is a must.
Please note: This is a full-time opportunity, working 8:30 a.m. to 5:00 p.m. EST with a 30-minute lunch break.
Key Responsibilities
Providing first-level technical support to home office staff, as well as to Commonwealth advisors and their staff, on a wide range of issues and products
Prioritizing and processing help requests to identify and resolve technical issues
Core Strengths and Skills
Excellent communication skills (phone etiquette, listening skills, and follow-up skills)
Knowledge and experience troubleshooting basic-to-advanced Windows 10/11 OS and browser problems
Experience with Microsoft Office Suite 2016, 2019, and Office 365 functionality and troubleshooting basic connectivity issues; experience with advanced Microsoft Outlook functionality and protocols involved with connecting to Exchange
Knowledge of Active Directory, Azure, and domain environments
Experience in providing mobile device support (iOS, Android)
Ability to troubleshoot TCP/IP networking issues, including network devices such as printers and scanners
3+ years' experience working in a technical support role
CompTIA A+, Microsoft MD-100, or equivalent technical certification preferred
Have we piqued your curiosity? Can you see yourself thriving in this opportunity?
Picture Yourself Here
At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That's why we invest in you-we encourage employee growth both in your career and education; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What's not to love?
We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you.
About Commonwealth
Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Founded in 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio.
Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure.
The Fine Print
We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.
Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.
Min USD $65,900.00/Yr. Max USD $79,100.00/Yr.
$65.9k-79.1k yearly Auto-Apply 60d+ ago
Underwriting Support Specialist (Customer Service) (Remote - PST Based)
Arch Capital Group Ltd. 4.7
California jobs
With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠.
The Underwriting SupportSpecialist (Customer Support) provides support to our customers by providing quality customer service through knowledge of Arch MI underwriting programs, policies, and procedures. The incumbent operates under defined processes and procedures with a moderate degree of supervision, receiving detailed instruction on new or more complex assignments.
This role is remote but candidates must be based in the PST time zone.
* Customer support duties and responsibilities include communicating with customers via phone calls and emails, promptly responding to customers questions and complaints. Retrieves voicemail and updates outgoing voicemail greeting.
* Provides customer service by directing callers/clients to the appropriate staff member and responding to basic inquiries in a timely manner within assigned level of authority.
* Assists Underwriting Support staff with requesting missing documents.
* Adheres to performance standards for productivity, quality, turnaround time, and data accuracy
* Identify and report system issues/errors in a timely manner to management.
* Perform other tasks and special projects as required and assigned by management.
* Supports sales, underwriting, and customers regarding general problem solving of issues, providing procedures of loan submission, and recommending opportunities for customers.
Knowledge & Skills
* Strong customer service orientation, with a positive, empathetic attitude towards customers.
* Basic knowledge of mortgage industry.
* Ability to follow instructions, prioritize workload, and perform basic administrative tasks.
* Excellent oral and written communication skills to effectively deal with customers in a professional, concise, and courteous manner.
* Strong accuracy and attention to detail.
* Good organizational and prioritization skills. Ability to manage multiple concurrent assignments and be adaptable to changing priorities.
* Ability to interact and communicate within a strong team environment.
* Ability to learn and perform tasks on multiple system platforms, including basic proficiency with MIS Office and various company system applications.
Education & Experience
Required knowledge and skills would typically be acquired through a high school diploma/GED plus 1-2 years job-related experience.
#LI-Remote
#LI-AT1
For individuals assigned or hired to work in the location(s) indicated below, the base salary range is provided. Range is as of the time of posting. Position is incentive eligible.
$42,300 - $63,500/year
* Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs. The above pay range may be modified in the future.
* Arch is committed to helping employees succeed through our comprehensive benefits package that includes multiple medical plans plus dental, vision and prescription drug coverage; a competitive 401k with generous matching; PTO beginning at 20 days per year; up to 12 paid company holidays per year plus 2 paid days of Volunteer Time Offer; basic Life and AD&D Insurance as well as Short and Long-Term Disability; Paid Parental Leave of up to 10 weeks; Student Loan Assistance and Tuition Reimbursement, Backup Child and Elder Care; and more. Click here to learn more on available benefits.
Do you like solving complex business problems, working with talented colleagues and have an innovative mindset? Arch may be a great fit for you. If this job isn't the right fit but you're interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our talent community to share your preferences directly with Arch's Talent Acquisition team.
14500 Arch U.S. MI Services Inc.
$42.3k-63.5k yearly Auto-Apply 3d ago
Technical Support Specialist
Versapay 4.0
Remote
🚀 Versapay turns accounts receivable (AR) into a competitive advantage. Inefficient AR processes slow cash flow and stall growth. Versapay removes friction, unlocks working capital, and accelerates momentum - giving finance leaders the clarity and control they need to drive business forward.
Versapay automates accounts receivable, removing barriers to collecting and reconciling B2B payments. Our solutions connect finance teams, customers, and business systems in one ecosystem to ensure cash flow clarity. With over 10,000 customers and 5M+ companies transacting on the platform, Versapay processes over 110M transactions and $257B annually.
Think you might be the next Veep to join? Read on!!
Role Overview:
As a Technical SupportSpecialist at Versapay, you are the technical bridge between customers and our product/engineering teams. You will resolve escalated, complex technical issues, often involving integrations, APIs, and ERP workflows. This role requires deep product knowledge, advanced troubleshooting skills, and the ability to coordinate across multiple internal and external teams. You will not only solve problems but also drive continuous improvement in both product and support processes. What you'll do:
Technical Troubleshooting & Resolution:
Serve as the escalation point for advanced technical issues, including those involving ERP integrations (e.g., NetSuite, Sage Intacct, Microsoft Dynamics), APIs, middleware, and custom configurations.
Perform in-depth log analysis, error tracing, and root cause analysis using tools such as Jira, Salesforce, and internal monitoring platforms.
Replicate and diagnose customer-reported issues in sandbox/demo environments, documenting clear steps for development teams.
Address data integrity, system performance, and security/compliance concerns across ERP modules (finance, supply chain, HR, etc.).
Support integration challenges, including ETL processes, token migrations, and third-party connector troubleshooting.
Collaboration & Escalation:
Work closely with Product, Engineering, and QA to validate software releases, escalate bugs, and ensure product enhancements align with customer needs.
Act as a technical SME during client escalation calls, providing expertise on system architecture, data flows, and configuration best practices.
Liaise with ecosystem partners and third-party vendors to resolve cross-platform issues.
Documentation & Knowledge Management:
Create and maintain advanced troubleshooting guides, runbooks, and internal knowledge base articles for complex technical scenarios.
Document all customer interactions, solutions, and troubleshooting steps in platforms like Intercom and Salesforce for future reference and team enablement.
Continuous Improvement & Training:
Analyze escalation trends and recurring technical issues to recommend product/process improvements.
Participate in incident reviews and war rooms for high-severity or urgent cases, providing technical leadership and post-mortem analysis.
Customer Engagement:
Communicate complex technical concepts in a clear, customer-friendly manner.
Manage high-visibility or complex cases end-to-end, ensuring timely updates and expectation management for both customers and internal stakeholders.
What you'll bring to the team:
Technical Skills & Qualifications:
Proven experience supporting ERP systems (e.g., SAP, Oracle, NetSuite, Microsoft Dynamics) or complex SaaS platforms.
Strong troubleshooting and problem-solving skills, including SQL/database management, API diagnostics, and system integration.
Familiarity with business processes in finance, HR, or supply chain, and the ability to map technical issues to business impact.
Experience with system upgrades, patch management, and regression testing.
Ability to manage user accounts, roles, and permissions within ERP or enterprise software.
Excellent written and verbal communication skills, with the ability to translate technical details for non-technical audiences.
Additional Considerations:
Success in this role requires balancing speed with technical depth-solving issues quickly while ensuring sustainable, root-cause solutions.
You will have the opportunity to influence both support and product direction by being closest to customer pain points and technical challenges.
#LI-Remote
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
$35k-64k yearly est. Auto-Apply 25d ago
Agency Services Support & Quality Specialist (Hybrid)
Globe Life Family of Companies 4.6
McKinney, TX jobs
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 Agency Services Support & Quality Specialist? Globe Life is looking for an Agency Services Support & Quality Specialist to join the team!
In this role, you will be responsible for ensuring accuracy, consistency, and compliance across agency platforms and communications. This role provides day-to-day operational support, conducts quality assurance reviews, and maintains participation records in systems such as Admin UI. The ideal candidate is detail-oriented, highly organized, and committed to delivering exceptional service and support to both internal teams and agency partners.
This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday).
What You Will Do:
Provide day-to-day support to agency services operations, ensuring accuracy and quality across multiple platforms (including Admin UI).
Maintain updated and accurate client records.
Conduct weekly and monthly quality checks on participation updates.
Ensure timely follow-up on quality-related issues, keeping management informed on high-priority concerns.
Routinely perform a wide variety of support duties, as assigned.
Monitor daily consumer emails and direct them to the appropriate departments.
Organize and facilitate team meetings, quality workshops, and feedback sessions to drive continuous improvement across departments.
Monitor, review, and update participation records to maintain data integrity and compliance.
Conduct quality assurance checks on agency-related processes, communications, and platform activity.
Coordinate and manage monthly communications to agencies, ensuring timely and accurate distribution.
Compile and validate participation and lead activity reports; escalate discrepancies as needed.
Assist with onboarding, system navigation, and process support for agency partners and internal team members.
Document processes, create reference guides, and maintain up-to-date standard operating procedures (SOPs).
Collaborate with cross-functional teams (sales, vendors, operations) to align quality standards and service expectations.
Track and analyze recurring issues to contribute to root-cause analysis and process improvement initiatives.
Ensure all communications and agency interactions are handled with professionalism, accuracy, and confidentiality.
Monitor and audit lead generation processes, campaigns, and CRM activity to ensure accuracy, consistency, and compliance with company standards.
Support leadership with audit findings, reporting, and preparation of quality performance summaries.
Serve as a point of contact between quality assurance and frontline teams, ensuring clear communication of quality standards and expectations.
What You Can Bring:
Bachelor's degree in business, communication preferred, but willing to consider candidates with relevant work experience.
Experience in agency services, quality assurance, or operations support preferred.
Ability to be a detail-oriented self-starter.
Intermediate proficiency in Excel and basic database skills.
Strong Experience working in both a team and individual environment.
Strong interpersonal and communication skills, both oral and written.
Ability to work quickly and accurately in a demanding environment.
Ability to adapt quickly and effectively to change.
Ability to manage multiple priorities simultaneously and prioritize time with minimal supervision required.
Strong PC skills with proficiency in Internet Explorer, Word, and Outlook.
Positive attitude, resourceful and an honest and direct communicator.
High degree of integrity and ability to maintain confidentiality.
Ability to effectively relay messages or instructions to others with effective listening and communication skills to ensure proper execution of assignments.
Strong organizational, time-management, and problem-solving skills.
Strong demonstration of the skills to align business needs with resources/capabilities required.
Ability to learn new computer systems.
Strong decision-making skills with the ability to analyze situations and make logical positive outcome conclusions.
Proven experience in engaging in multiple initiatives simultaneously.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work designated hours 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.
$30k-35k yearly est. 51d ago
Support Specialist I
EMS Management & Consultants 3.6
Rancho Cordova, CA jobs
The Support Services Specialist I is responsible for providing a wide range of administrative and operational support in alignment with company policies and strategic objectives. Under the supervision of the Division Manager, this role supports critical business functions in a cost-effective and efficient manner.
Major Responsibilities/Activities
Receive, sort, and distribute incoming mail and faxes to appropriate departments.
Log and process incoming patient care reports.
Assemble insurance claim forms with required documentation, such as patient care reports or explanations of benefits.
Prepare outgoing mail, including labeling, enveloping, and metering.
Scan and upload documents into the imaging system for recordkeeping or further processing.
Weekly faxing of Hospital Face Sheet requests and follow-ups with hospitals to obtain medical records contact information.
Stamp and audit payments prior to deposit to verify accuracy and payee details.
Prepare and tally daily cash batches.
Retrieve patient demographic data from hospital systems.
Provide coverage and support for front desk functions as needed.
Process, log, and upload Survey Letters to InfoSend.
Handle legal records requests in compliance with applicable procedures.
Execute tasks related to electronic billing, including creation, logging, uploading/downloading, and batch confirmation tracking.
Adhere to all EMS|MC policies and procedures.
Perform other duties as assigned.
Requirements
Required Education, Skills, & Experience
High school diploma or GED.
Basic knowledge of office equipment and programs (fax, phone, email).
Working knowledge of Microsoft Office Suite (Word, Excel).
Proficiency in English is necessary for job-related communication, including understanding policies, writing correspondence, and engaging with colleagues or clients.
Preferred Education, Skills, & Experience
Proficiency in computer applications including Excel, Word, Outlook, PowerPoint, and Open Office.
Strong problem-solving skills with the ability to work independently.
Excellent verbal and written communication skills, including professional phone etiquette.
Strong organizational skills with the ability to prioritize multiple tasks under pressure.
Organized individual who can manage multiple projects under pressure
Working Environment
The office environment is a controlled indoor setting with minimal exposure to adverse conditions.
Noise levels in the office are typically moderate and consistent with a standard office setting.
For employees approved to work in a hybrid or remote setting, a quiet, private workspace free from significant distractions is required to ensure productivity during work hours.
A reliable internet connection is required for hybrid/remote work. EMS|MC will provide necessary equipment, including a computer, monitor, keyboard, mouse and headset.
Physical Requirements
Sitting: frequent and prolonged periods of sitting at a desk while working on a computer.
Communication: frequent and prolonged periods of speaking, listening, reading, and writing.
Fine motor skills: frequent use of hands for typing and operating a computer mouse.
Movement: occasional walking and climbing of stairs; limited bending, kneeling, lifting, and carrying of office-related items.
Employees must be able to perform the essential functions of this position. Reasonable accommodations will be provided to qualified individuals with disabilities as needed to support their ability to perform these essential functions. If you require an accommodation for this position or to participate in the application process, please contact HR at ************************.
The responsibilities and duties outlined in this are not exhaustive and may be subject to change to meet the needs of the business. This job description is not an implied contract of employment and does not alter the at-will employment relationship.
Pay range: $18-23 an hour, with final compensation based on the candidate's qualifications, experience, and business needs. Individuals in this role are eligible to participate in a discretionary bonus plan and a comprehensive benefit package, including a retirement plan, health coverage, and paid time off. Visit ************************** to explore our total rewards package.
$18-23 hourly 15d ago
Support Specialist I
Ems Management & Consultants 3.6
California jobs
Requirements
Required Education, Skills, & Experience
High school diploma or GED.
Basic knowledge of office equipment and programs (fax, phone, email).
Working knowledge of Microsoft Office Suite (Word, Excel).
Proficiency in English is necessary for job-related communication, including understanding policies, writing correspondence, and engaging with colleagues or clients.
Preferred Education, Skills, & Experience
Proficiency in computer applications including Excel, Word, Outlook, PowerPoint, and Open Office.
Strong problem-solving skills with the ability to work independently.
Excellent verbal and written communication skills, including professional phone etiquette.
Strong organizational skills with the ability to prioritize multiple tasks under pressure.
Organized individual who can manage multiple projects under pressure
Working Environment
The office environment is a controlled indoor setting with minimal exposure to adverse conditions.
Noise levels in the office are typically moderate and consistent with a standard office setting.
For employees approved to work in a hybrid or remote setting, a quiet, private workspace free from significant distractions is required to ensure productivity during work hours.
A reliable internet connection is required for hybrid/remote work. EMS|MC will provide necessary equipment, including a computer, monitor, keyboard, mouse and headset.
Physical Requirements
Sitting: frequent and prolonged periods of sitting at a desk while working on a computer.
Communication: frequent and prolonged periods of speaking, listening, reading, and writing.
Fine motor skills: frequent use of hands for typing and operating a computer mouse.
Movement: occasional walking and climbing of stairs; limited bending, kneeling, lifting, and carrying of office-related items.
Employees must be able to perform the essential functions of this position. Reasonable accommodations will be provided to qualified individuals with disabilities as needed to support their ability to perform these essential functions. If you require an accommodation for this position or to participate in the application process, please contact HR at ************************.
The responsibilities and duties outlined in this are not exhaustive and may be subject to change to meet the needs of the business. This job description is not an implied contract of employment and does not alter the at-will employment relationship.
Pay range: $18-23 an hour, with final compensation based on the candidate's qualifications, experience, and business needs. Individuals in this role are eligible to participate in a discretionary bonus plan and a comprehensive benefit package, including a retirement plan, health coverage, and paid time off. Visit ************************** to explore our total rewards package.
$18-23 hourly 16d ago
Loan Support Specialist - Central
Crosscountry Mortgage 4.1
Remote
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
Position Overview:
The Loan SupportSpecialist is responsible for providing guidance to all employees. This ranges from answering “how-to” questions, providing advanced guidance on the use of loan origination systems and solving technical issues related to mortgage systems. The Loan SupportSpecialist creates procedures for leveraging support resources and develops self-help documentation and resources. This position is the central point of contact for Loan Officers and Loan Processors in need of assistance with lending activities and collaborates with subject matter experts in Underwriting, Closing, Secondary, Compliance, IT, and other departments to provide that assistance.
Job Responsibilities:
Provide daily loan support for all company employees via a ticketing system, inbound phone calls, email and in person for all company systems and software.
Provide guidance and troubleshooting assistance to Loan Officers, Loan Processors, Underwriters and others on the usage of loan origination systems and services.
Assist Loan Officers and Loan Processors in finding answers regarding loan eligibility and lending guidelines.
Responsible for loan level administrative tasks within the loan origination system.
Track tasks, activities and time spent within the ticketing system.
Provide customer service in person, on the phone and via ticketing system.
Collaborate among team members.
Qualifications and Skills:
Associate's degree or equivalent combination of education/experience; bachelor's degree, preferred.
Minimum 2 years' experience as a Loan Processor or Loan Officer in the mortgage industry, preferred.
Minimum 3 years' experience using Encompass360 Banker's Edition in a production role, preferred.
Minimum 2 years' experience providing direct support to employees or customers, preferred.
Experience utilizing a ticketing system to handle Loan Support questions, preferred.
Knowledge of mortgage loan origination activities, loan programs, and regulatory requirements.
Knowledge on the use of verification, credit, appraisal, title, pricing, and automated underwriting services as they relate to mortgage loan origination.
Excellent customer service skills.
Proficient in Microsoft Word, Excel, Outlook.
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
Pay Range:
Hourly Rate: $20.00-$23.00
This position is bonus plan eligible
The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position.
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: **********************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
$20-23 hourly Auto-Apply 60d+ ago
Registered Principal Support Specialist
Primerica 4.6
Remote
Join Our Team
In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work!
About this PositionThe Golden Circle Telephone Rep monitors and responds to top producers' telephone inquiries. The associate also functions as a sales partner to assigned Securities Rep and works with management to make and implement recommendations concerning department changes, improvements and enhancements.Responsibilities & Qualifications
Responsibilities & Qualifications
Bachelor's Degree (preferred) or 3 years work experience in the Securities Industry.
Series 6 and 26 or 7 and 24 licenses required or may be obtained through a learning agreement.
Knowledge of individual securities and market dynamics preferred.
Effective writing, presentation, communication and coaching skills.
Effective problem solving/analysis skills.
Excellent PC computer skills.
Excellent interpersonal skills.
Ability to manage multiple priorities and quickly and efficiently adapt to changes in procedures or policies.
Ability to perform assigned tasks within the specified time frames and meet quality expectations.
FLSA status:
This position is exempt (not eligible for overtime pay):
NoOur Benefits:
Day one health, dental, and vision insurance
401(k) Plan with competitive employer match
Vacation, sick, holiday and volunteer time off
Life and disability insurance
Flexible Spending Account & Health Savings Account
Professional development
Tuition reimbursement
Company-sponsored social and philanthropy events
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
$28k-38k yearly est. Auto-Apply 60d+ ago
Platform Technology Support - Analyst
Icapital Network 3.8
Salt Lake City, UT jobs
About the Role
iCapital is looking to hire an Analyst to join its Platform Technology Support team. The team provides technical support to its rapidly growing client base of financial advisors and individual investors, as part of the company's mission to create a best-in-class user experience. This individual will have a strong client orientation and technical skillset, who is interested in working in a fast-paced, collaborative, and entrepreneurial environment. This position will be responsible for researching, collaborating, and solving technical issues as it relates to iCapital's integrated platform. The ideal candidate will thrive in a collaborative, multi-disciplinary team environment across multiple locations, working in a fast-paced and entrepreneurial setting.
Responsibilities
Respond in a timely manner to client inbound support requests and maintain updates during troubleshooting.
Engage in the initial triage of support requests and either resolve or escalate to the appropriate secondary Support team.
Maintain an accurate recording of troubleshooting steps and document knowledgebase articles in the CRM.
Communicate with Client Sales teams on new technical issues and explaining resolutions.
Utilize a variety of technical tools for troubleshooting for API, database, and data retrieval.
Help the support team streamline processes or develop new methods for issue tracking.
Take initiative on assigned support requests and collaborating with engineers from multiple teams to solve problems.
Educate internal departments regarding the best practices to resolve technical issues.
Participate in event driven initiatives related to the rollout of new system capabilities and functionality.
Synthesize customer feedback and collaborate with other departments to optimize the user experience.
Create documentation for new product solutions and enhancements to existing technology, as well as producing resources to enable staff to determine technical issues.
Qualifications
Bachelor's degree in computer science, information technology, business administration or a related field
1-3 years of experience in technical support
Strong technical background, with experience in troubleshooting and resolving technical issues
Excellent communication skills, with the ability to communicate with technical and non-technical stakeholders
Strong problem-solving skills, with the ability to think creatively and strategically
Able to work in a fast-paced, dynamic environment
Excellent time management skills and ability to prioritize tasks
Proven ability to multi-task and work both independently and as a team player
Experience working with APIs and databases, with a strong understanding of how to utilize them to resolve technical issues
Experience working with cloud-based technologies, such as AWS or Azure, is a plus
Knowledge of security protocols and best practices for securing data and systems is a plus
Technical experience and comfortable working with spreadsheets, business intelligence tools, and an understanding of databases
Attention to detail with the ability to analyze and research systems to rectify issues and provide solutions
Familiar with alternative investments and financial technology is strongly preferred
Benefits
The base salary range for this role is $60,000 to $70,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
$60k-70k yearly Auto-Apply 3d ago
IT Support Technician
First Help Financial 4.3
Needham, MA jobs
Job Description
First Help Financial (FHF) is a fast-growing and culturally diverse company in the U.S. We provide auto loans to the underserved and care for our customers and partners with exceptional service. Through flexible financing options and tri-lingual support, we offer consumers an easier way to finance their first car. We lend to and support our portfolio which has consistently grown 30%+ each year over the last nine years.
Here you will find hard-working colleagues who come from over 20 countries. We hold ourselves to the highest standards of professionalism but also enjoy our work. Our culture and benefits are geared towards making you successful in life and comfortable at work.
Your Title:
IT Support Technician
Our Location:
Hybrid Boston Office/Remote 160 Gould Street, Suite 100, Needham, MA 02494
You Report To:
Senior Director, IT Operations
Compensation:
$61,008 plus bonus!
Schedule
: Monday - Friday 9am -5:30pm EST during training AFTER training 11am - 8pm EST OR 12pm - 8pm EST
About the Opportunity:
First Help Financial, voted and certified as a “Great Place to Work” by our workforce for three years in a row, is adding a new partner to our IT department to accommodate our remarkable growth!
The IT Support Technician will work out of our Boston Office 160 Gould Street, Suite 100, Needham, MA 02494 but
will transition to a hybrid work from home rotation.
The core responsibilities of a Level 1 technician are responding to service requests via the internal ticketing system, email and chat. This individual will be the initial contact for most IT related issues and will be responsible for collecting enough information, assigning the issue to the correct individual or resolving the issue themselves. They must have a strong commitment to customer service and willingness to document and learn to resolve most issues.
What you will do:
Your duties include, but are not limited to:
Be the initial point of contact for IT related help desk tickets created by First Help Financial employees and contractors
Provide on-site and remote support for all desktop, networking, and server related issues
Offer a high level of customer service by responding to all tickets, performing problem analysis, triaging the tickets, and follow through to resolution
Configure, setup, test, and troubleshoot a variety of hardware including desktops, laptops, printers, and mobile devices
Provide support for all third-party software applications used by FHF employees
Create and edit process documentation as required
Deliver training to end-users as required
Other responsibilities as they arise will be assigned
What you bring:
Strong knowledge of Windows 11 desktop environment and support of common issues
Understanding of ITIL practices and experience working with a help desk ticketing system
Demonstrated historical career stability
Premier customer service focused
Familiarity with support of desktop\laptop related hardware and peripherals
Experience in support of any of the following Azure AD, M365, Okta, Nice in-contact, Outlook, Teams, Sonicwall, and MS Intune
Knowledge of Active Directory and the ability to support user accounts and provide basic domain level support service
Basic networking experience and ability to do basic troubleshooting within the local LAN and remote users home networks
Can manage multiple tasks with different priorities.
Understanding of general IT concepts and a passion for technology
Willingness to work off hours and provide on-call support when needed
FHF Benefits…
Great Perks - We offer generous salaries, competitive health, and welfare benefits (medical, dental, vision, LTD/STD, Identity theft, paid parental leave and much more), paid vacation, 401(k) match, tuition reimbursement, social activities, monthly lunches, a robust employee recognition and talent development program to enhance your career with us.
Culture - We are believers in maintaining a healthy work-life balance. While we work hard and care deeply about our customers and partners, we want you to have room for your family, friends, and yourself.
Growth - Company growth provides unprecedented career growth. FHF's extraordinary year over year growth in revenue and new markets provides opportunity for you to establish and develop your career growth. We engage each employee to build a career plan that benefits everyone, and we have a proven record of investing in
you
.
Diversity and Inclusion
FHF is committed to building a culture that respects and embraces all walks of life, inclusive of all genders, race, culture, age, sexual orientation, and other identities. We will make accommodations when interviewing anyone with special needs.
$61k yearly 9d ago
IT Support Technician
First Help Financial 4.3
Needham, MA jobs
First Help Financial (FHF) is a fast-growing and culturally diverse company in the U.S. We provide auto loans to the underserved and care for our customers and partners with exceptional service. Through flexible financing options and tri-lingual support, we offer consumers an easier way to finance their first car. We lend to and support our portfolio which has consistently grown 30%+ each year over the last nine years.
Here you will find hard-working colleagues who come from over 20 countries. We hold ourselves to the highest standards of professionalism but also enjoy our work. Our culture and benefits are geared towards making you successful in life and comfortable at work.
Your Title:
IT Support Technician
Our Location:
Hybrid Boston Office/Remote 160 Gould Street, Suite 100, Needham, MA 02494
You Report To:
Senior Director, IT Operations
Compensation:
$61,008 plus bonus!
Schedule
: Monday - Friday 9am -5:30pm EST during training AFTER training 11am - 8pm EST OR 12pm - 8pm EST
About the Opportunity:
First Help Financial, voted and certified as a “Great Place to Work” by our workforce for three years in a row, is adding a new partner to our IT department to accommodate our remarkable growth!
The IT Support Technician will work out of our Boston Office 160 Gould Street, Suite 100, Needham, MA 02494 but
will transition to a hybrid work from home rotation.
The core responsibilities of a Level 1 technician are responding to service requests via the internal ticketing system, email and chat. This individual will be the initial contact for most IT related issues and will be responsible for collecting enough information, assigning the issue to the correct individual or resolving the issue themselves. They must have a strong commitment to customer service and willingness to document and learn to resolve most issues.
What you will do:
Your duties include, but are not limited to:
Be the initial point of contact for IT related help desk tickets created by First Help Financial employees and contractors
Provide on-site and remote support for all desktop, networking, and server related issues
Offer a high level of customer service by responding to all tickets, performing problem analysis, triaging the tickets, and follow through to resolution
Configure, setup, test, and troubleshoot a variety of hardware including desktops, laptops, printers, and mobile devices
Provide support for all third-party software applications used by FHF employees
Create and edit process documentation as required
Deliver training to end-users as required
Other responsibilities as they arise will be assigned
What you bring:
Strong knowledge of Windows 11 desktop environment and support of common issues
Understanding of ITIL practices and experience working with a help desk ticketing system
Demonstrated historical career stability
Premier customer service focused
Familiarity with support of desktop\laptop related hardware and peripherals
Experience in support of any of the following Azure AD, M365, Okta, Nice in-contact, Outlook, Teams, Sonicwall, and MS Intune
Knowledge of Active Directory and the ability to support user accounts and provide basic domain level support service
Basic networking experience and ability to do basic troubleshooting within the local LAN and remote users home networks
Can manage multiple tasks with different priorities.
Understanding of general IT concepts and a passion for technology
Willingness to work off hours and provide on-call support when needed
FHF Benefits…
Great Perks - We offer generous salaries, competitive health, and welfare benefits (medical, dental, vision, LTD/STD, Identity theft, paid parental leave and much more), paid vacation, 401(k) match, tuition reimbursement, social activities, monthly lunches, a robust employee recognition and talent development program to enhance your career with us.
Culture - We are believers in maintaining a healthy work-life balance. While we work hard and care deeply about our customers and partners, we want you to have room for your family, friends, and yourself.
Growth - Company growth provides unprecedented career growth. FHF's extraordinary year over year growth in revenue and new markets provides opportunity for you to establish and develop your career growth. We engage each employee to build a career plan that benefits everyone, and we have a proven record of investing in
you
.
Diversity and Inclusion
FHF is committed to building a culture that respects and embraces all walks of life, inclusive of all genders, race, culture, age, sexual orientation, and other identities. We will make accommodations when interviewing anyone with special needs.
$61k yearly Auto-Apply 9d ago
Digital Support Specialist
Nymbus, Inc. 4.4
Jacksonville, FL jobs
Job Description
Nymbus (******************** isn't just a leader in fintech; we're a community of innovators passionate about reimagining banking. Our award-winning modern core platform and cloud based technology serve as the backbone for financial institutions eager to modernize and excel.
Here, you won't just be part of a tech revolution; you'll be at the helm, driving change. You'll fit right in if you're a creative thinker eager to lessen technical debt and elevate agility for banks and credit unions. Our culture thrives on collaboration, integrity, and a client-first approach.
Your journey with us won't simply advance your career; it will offer the chance to shape an industry alongside like-minded professionals. We're excited to consider you a key player in this transformative chapter. Thank you for contemplating a role with Nymbus.
WORK ENVIRONMENT:
We are a remote first company. This role, as most of our positions, is remote. You may be required at times to visit client sites or attend meetings at designated locations.
POSITION SUMMARY:
The Digital SupportSpecialist supplies a multi-faceted approach to providing support for our Launch clients. Digital SupportSpecialists will be responsible for monitoring, reviewing and approving customer applications submitted through our retail account onboarding platforms. A Digital SupportSpecialist will demonstrate good decision making abilities, mitigate risk and ensure contractual Service Level Agreements are adhered to.
This role also serves a part of the Digital Support Team by fielding all incoming customer phone calls and various forms of digital communication from Nymbus Launch clients. This position is responsible for solving customer issues, performing various account maintenance requests and providing additional support as necessary to create a seamless one touch resolution for each customer. This role also requires a high level of dedication to providing excellent customer service both over the phone and through various digital channels. This position requires schedule flexibility in order to meet the Company's scheduling demands of a Contact Center.
ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES:
Efficiently answer inbound calls, secure messages and other communications from digital bank clients.
Accurately manage communication for new digital bank customers related to new account onboarding.
Solve problems and answer questions; listen to and anticipate clients' needs in order to completely and accurately resolve their issue on first contact, reporting problems in systems and identifying client impacting situations proactively.
Utilize numerous programs and systems to investigate, troubleshoot and resolve client tickets and inquiries.
Actively participate in testing of bank environments, validation of data and use of systems to adequately verify new code and enhancements are fully vetted.
Monitor Digital Bank applications and decision based on structured account onboarding procedures while adhering to respective regulations and policies.
Complete all transactions with accuracy and within guidelines, policies or procedures, exercising discretion and independent judgement.
Develop oneself professionally by participating in training, engaging in self improvement initiatives and skill-building activities to enhance product knowledge, systems knowledge, sales and client relations skills.
Actively participate in coaching and feedback sessions by setting goals and achieving results.
Proactively take advantage of opportunities to become more involved with job training on processes or procedures through daily job functions.
Perform all other related duties as required or assigned.
QUALIFICATIONS:
Associate's Degree or equivalent experience in a related field.
2+ years of relevant experience in the financial industry.
Heavy Call Center experience OR experience working within a Bank or Credit Union in a customer service role (Bank Teller, etc.).
Working knowledge of computer hardware and software systems, and diagnostic utilities.
Expert communication and documentation skills, both verbal as well as written.
Strong technical training skills and detail oriented.
Exceptional interpersonal and client engagement skills.
Proven analytical and problem solving abilities.
Ability to prioritize work to meet deadlines.
Maintain flexibility in schedule to allow for occasional travel.
SALARY & BENEFITS:
Hourly pay: $23.00, with a premium for bilingual (English/Spanish) candidates.
Annual Cash Bonus and Equity Options commensurate with the role level and experience.
Fully Remote.
Robust 401(k) plan with company match.
Insurance - Health, Dental and Vision (Nymbus covers 100% of the Healthcare and Basic Dental premiums).
Paid Time Off
Ready to join? We invite you to watch this video and learn who we are and how we build and innovates together!
Let's Go!
$23 hourly 11d ago
Treasury Management Support Specialist
Cfbank 3.7
Columbus, OH jobs
We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we've been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business.
About the role: The Treasury Management SupportSpecialist position is an internal and external client service support position that includes the management of an assigned portfolio of Treasury Management clients.
What you'll do:
Meet with customers as requested to determine their financial needs, and maintain a working relationship with clients, ensuring client retention and customer satisfaction.
Maintain expert knowledge of the Bank's Treasury Management products and services as a subject matter expert and critical support resource for internal staff and clients alike.
Perform tasks related to the setup of customer accounts, including account opening and implementation of treasury management services, maintaining reporting and tracking related to sales and fee income as needed.
Help develop presentations for new customers detailing how the bank can serve their business's depository account needs.
Collaborate effectively with client services and sales staff to cross-sell treasury management products and increase fee income, while also working to uncover opportunities for referrals for other lines of business.
Possess a deep understanding of product features to handle customer requests related to treasury management services, which can range from remote deposit capture to automated clearinghouse (ACH) transfers.
Carry out client service and administrative functions, including but not limited to account analysis, sweep set up, and other basic transaction and maintenance items.
What We Offer:
Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility.
Professional development opportunities including educational/training opportunities
“Accelerated” 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3-year vesting
Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!)
Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources
One of the most collaborative environments you'll find, with a team of hard-working mutually invested professionals who are excited about shared success
$24k-28k yearly est. 20d ago
Accounting Support Specialist
LCS 4.7
Cincinnati, OH jobs
Do you have a gift for numbers? Do people turn to you for help with their finances because it just makes sense to you? Do you find fulfillment from solving tough problems? London Computer Systems (LCS) is seeking detail-oriented, accurate Accounting SupportSpecialists in Cincinnati, Ohio to become experts on our software and resolve customer issues in our Product Support department. Our customers rely on Rent Manager Property Management Software to keep their business up and running. Whether it's an issue with a balance sheet, a bank reconciliation, the general ledger, or finding misallocated money, our customers will rely on your knowledge and software support to get their problems solved.
If becoming an expert in a new field and using your knowledge to troubleshoot problems excites you, then apply today!
Responsibilities
* Assist customers with accounting questions and issues relating to our property management software, Rent Manager.
* Conduct remote sessions with customers to resolve software issues as necessary.
* Provide guidance and best practices to those utilizing our Rent Manager application.
* Provide superior customer service to our end users over the phone and via email.
* Document and track status of all issues in a timely fashion within our ticketing software.
* Work in conjunction with internal departments to improve processes and customer satisfaction.
Requirements
* High School diploma required; associate degree in Accounting, Finance, or related field preferred
* Minimum 2 years of experience in help desk, customer support, or customer service roles
* Foundational understanding of Generally Accepted Accounting Principles (GAAP), bookkeeping, and financial statements
* Experience using financial software such as QuickBooks, ERP, SAP, Sage, NetSuite, or Quicken
* Proficiency in Microsoft Excel and other Microsoft Office applications
* Hands-on experience with one or more of the following: payroll, reconciliations, general ledger accounts, tax returns, fixed assets, financial data, or profit and loss statements
* Excellent attendance and personal accountability
* Self-starter with the ability to stay motivated independently
* Strong attention to detail and accuracy in work
Benefits
* Health, dental, & vision insurance
* Wellness program with rewards for healthy activities
* 401(K) with employer match
* Annual company bonus
* 10 paid company holidays
* Paid time off
* Life insurance
* Paid medical leave/disability insurance
* Paid parental leave
* Contemporary office building, wooded campus with nature trail
* On-site fitness center
* One of Cincinnati's "Top Places to Work"
* Hybrid work schedule available; 50% in the office, 50% remote
About LCS
London Computer Systems (LCS), based in Cincinnati, Ohio, provides businesses with critical software and technology solutions. Since 2012, LCS has been consistently recognized as a Top Workplace with a supportive culture that fosters collaboration and authenticity. We also love having fun-from on-site food trucks and game rooms to trivia and sports teams, there are plenty of ways we make the workday exciting. Our high-tech office is designed to support many working styles, with hybrid work schedule options available.
Candidates must live in the Greater Cincinnati area or be willing to relocate.
LCS is an Equal Opportunity Employer.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Email communications from LCS may appear in Junk, Spam, or Promotions (Gmail) email folders. We recommend checking all email folders while communicating with us.
Candidates who are currently students and will graduate by May 2026 are encouraged to apply.
#LI-Hybrid
#L9C1S40
Job Type: Full-time
Expected hours: 40 per week
Schedule:
* 8 hour shift
* Day shift
* Monday to Friday
* 10am - 7pm
Work Location: Hybrid remote, 9140 Waterstone Boulevard Cincinnati, OH 42549
$31k-47k yearly est. 23d ago
Loan Support Specialist - Central
Crosscountry Mortgage 4.1
Cleveland, OH jobs
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
Position Overview:
The Loan SupportSpecialist is responsible for providing guidance to all employees. This ranges from answering “how-to” questions, providing advanced guidance on the use of loan origination systems and solving technical issues related to mortgage systems. The Loan SupportSpecialist creates procedures for leveraging support resources and develops self-help documentation and resources. This position is the central point of contact for Loan Officers and Loan Processors in need of assistance with lending activities and collaborates with subject matter experts in Underwriting, Closing, Secondary, Compliance, IT, and other departments to provide that assistance.
Job Responsibilities:
Provide daily loan support for all company employees via a ticketing system, inbound phone calls, email and in person for all company systems and software.
Provide guidance and troubleshooting assistance to Loan Officers, Loan Processors, Underwriters and others on the usage of loan origination systems and services.
Assist Loan Officers and Loan Processors in finding answers regarding loan eligibility and lending guidelines.
Responsible for loan level administrative tasks within the loan origination system.
Track tasks, activities and time spent within the ticketing system.
Provide customer service in person, on the phone and via ticketing system.
Collaborate among team members.
Qualifications and Skills:
Associate's degree or equivalent combination of education/experience; bachelor's degree, preferred.
Minimum 2 years' experience as a Loan Processor or Loan Officer in the mortgage industry, preferred.
Minimum 3 years' experience using Encompass360 Banker's Edition in a production role, preferred.
Minimum 2 years' experience providing direct support to employees or customers, preferred.
Experience utilizing a ticketing system to handle Loan Support questions, preferred.
Knowledge of mortgage loan origination activities, loan programs, and regulatory requirements.
Knowledge on the use of verification, credit, appraisal, title, pricing, and automated underwriting services as they relate to mortgage loan origination.
Excellent customer service skills.
Proficient in Microsoft Word, Excel, Outlook.
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
Pay Range:
Hourly Rate: $20.00-$23.00
This position is bonus plan eligible
The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position.
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: **********************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
$20-23 hourly Auto-Apply 60d+ ago
Treasury Management Support Specialist
Cfbank 3.7
Westerville, OH jobs
We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we've been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business.
About the role: The Treasury Management SupportSpecialist position is an internal and external client service support position that includes the management of an assigned portfolio of Treasury Management clients.
What you'll do:
* Meet with customers as requested to determine their financial needs, and maintain a working relationship with clients, ensuring client retention and customer satisfaction.
* Maintain expert knowledge of the Bank's Treasury Management products and services as a subject matter expert and critical support resource for internal staff and clients alike.
* Perform tasks related to the setup of customer accounts, including account opening and implementation of treasury management services, maintaining reporting and tracking related to sales and fee income as needed.
* Help develop presentations for new customers detailing how the bank can serve their business's depository account needs.
* Collaborate effectively with client services and sales staff to cross-sell treasury management products and increase fee income, while also working to uncover opportunities for referrals for other lines of business.
* Possess a deep understanding of product features to handle customer requests related to treasury management services, which can range from remote deposit capture to automated clearinghouse (ACH) transfers.
* Carry out client service and administrative functions, including but not limited to account analysis, sweep set up, and other basic transaction and maintenance items.
What We Offer:
* Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility.
* Professional development opportunities including educational/training opportunities
* "Accelerated" 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3-year vesting
* Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!)
* Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources
* One of the most collaborative environments you'll find, with a team of hard-working mutually invested professionals who are excited about shared success