Sales Specialist
Willis, TX jobs
What you'll do:
This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The Sales Associate would work out of our The Reserve at Lake Conroe, located in Willis, TX.
Your job will include:
Selling, processing, and closing homes in accordance with company business plans.
Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes.
Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites.
Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication.
Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics.
Monitoring and recording daily customer traffic utilizing company designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow up.
Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities.
Creating sales agreements which may include calculation of sales tax and monthly payment plans as well as running credit checks.
Attending regular rally meetings to review sales and marketing strategies.
Meeting with residents and buyers to list and sell homes and keeping a database of available homes for sale.
Collaborating with the Community Manager, Regional Sales Manager and/or Regional Manager to develop the community sales and marketing plans.
Participating in regional call campaigns and community events.
As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courteous, respect, and customer service to self-generate sales.
Experience & skills you need:
Strong customer service and sales skills with a proven history of success.
Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team.
Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals.
Ability to work in a fast paced and team-centered environment.
Ability to work weekends on a regular basis.
Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions.
Ability to problem solve and be detail oriented.
Understand and follow company established policies and procedures.
Enjoy collaborating, being a team player with a strong work ethic, accepting constructive feedback, and following directions from a manager.
Committed to self-development of sales, marketing, and technological advancements.
Enjoy self-generating sales through outreach and marketing initiatives.
Ability to use the Microsoft Office suite of products including Outlook and Excel.
You have a valid driver's license and a clean driving record. This is required.
Benefits:
Sales Specialist
Sarasota, FL jobs
What you'll do:
This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The Sales Associate would work out of our Winds of St. Armands South community, located in Sarasota, FL.
Your job will include:
Selling, processing, and closing homes in accordance with company business plans.
Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes.
Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites.
Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication.
Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics.
Monitoring and recording daily customer traffic utilizing company-designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow up.
Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities.
Creating sales agreements which may include calculation of sales tax and monthly payment plans as well as running credit checks.
Attending regular rally meetings to review sales and marketing strategies.
Meeting with residents and buyers to list and sell homes and keeping a database of available homes for sale.
Collaborating with the Community Manager, Regional Sales Manager and/or Regional Manager to develop the community sales and marketing plans.
Participating in regional call campaigns and community events.
As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courteous, respect, and customer service to self-generate sales.
Experience & skills you need:
Strong customer service and sales skills with a proven history of success.
Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team.
Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals.
Ability to work in a fast paced and team-centered environment.
Ability to work weekends on a regular basis.
Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions.
Ability to problem solve and be detail oriented.
Understand and follow company established policies and procedures.
Enjoy collaborating, being a team player with a strong work ethic, accepting constructive feedback, and following directions from a manager.
Committed to self-development of sales, marketing, and technological advancements.
Enjoy self-generating sales through outreach and marketing initiatives.
Ability to use the Microsoft Office suite of products including Outlook and Excel.
You have a valid driver's license and a clean driving record. This is required.
Benefits:
Sales Specialist
Orlando, FL jobs
What you'll do:
This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute upon creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The Sales Associate would work out of our Starlight Ranch Mobile Home, located in Orlando, FL.
Your job will include:
Selling, processing, and closing homes in accordance with company business plans.
Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes.
Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites.
Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication.
Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics.
Monitoring and recording daily customer traffic utilizing company designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow up.
Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities.
Creating sales agreements which may include calculation of sales tax and monthly payment plans as well as running credit checks.
Attending regular rally meetings to review sales and marketing strategies.
Meeting with residents and buyers to list and sell homes and keeping a database of available homes for sale.
Collaborating with the Community Manager, Regional Sales Manager and/or Regional Manager to develop the community sales and marketing plans.
Participating in regional call campaigns and community events.
As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courteous, respect, and customer service to self-generate sales.
Experience & skills you need:
Strong customer service and sales skills with a proven history of success.
Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team.
Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals.
Ability to work in a fast paced and team-centered environment.
Ability to work weekends on a regular basis.
Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions.
Ability to problem solve and be detail oriented.
Understand and follow company established policies and procedures.
Enjoy collaborating, being a team player with a strong work ethic, accepting constructive feedback, and following directions from a manager.
Committed to self-development of sales, marketing, and technological advancements.
Enjoy self-generating sales through outreach and marketing initiatives.
Ability to use the Microsoft Office suite of products including Outlook and Excel.
You have a valid driver's license and a clean driving record. This is required.
Benefits:
Sales Specialist
Florida jobs
What you'll do:
This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute upon creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The Sales Associate would work out of our Coquina Crossing community located in Elkton, FL.
Your job will include:
Selling, processing, and closing homes in accordance with company business plans.
Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes.
Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites.
Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication.
Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics.
Monitoring and recording daily customer traffic utilizing company designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow up.
Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities.
Creating sales agreements which may include calculation of sales tax and monthly payment plans as well as running credit checks.
Attending regular rally meetings to review sales and marketing strategies.
Meeting with residents and buyers to list and sell homes and keeping a database of available homes for sale.
Collaborating with the Community Manager, Regional Sales Manager and/or Regional Manager to develop the community sales and marketing plans.
Participating in regional call campaigns and community events.
As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courteous, respect, and customer service to self-generate sales.
Experience & skills you need:
Strong customer service and sales skills with a proven history of success.
Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team.
Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals.
Ability to work in a fast paced and team-centered environment.
Ability to work weekends on a regular basis.
Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions.
Ability to problem solve and be detail oriented.
Understand and follow company established policies and procedures.
Enjoy collaborating, being a team player with a strong work ethic, accepting constructive feedback, and following directions from a manager.
Committed to self-development of sales, marketing, and technological advancements.
Enjoy self-generating sales through outreach and marketing initiatives.
Ability to use the Microsoft Office suite of products including Outlook and Excel.
You have a valid driver's license and a clean driving record. This is required.
Sales Specialist
New Port Richey, FL jobs
What you'll do:
This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The role would be working out of our community, Harborview Mobile Manor located in New Port Richey, FL.
Your job will include:
Selling, processing, and closing homes in accordance with company business plans.
Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes.
Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites.
Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication.
Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics.
Monitoring and recording daily customer traffic utilizing company designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow up.
Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities.
Creating sales agreements which may include calculation of sales tax and monthly payment plans as well as running credit checks.
Attending regular rally meetings to review sales and marketing strategies.
Meeting with residents and buyers to list and sell homes and keeping a database of available homes for sale.
Collaborating with the Community Manager, Regional Sales Manager and/or Regional Manager to develop the community sales and marketing plans.
Participating in regional call campaigns and community events.
As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courteous, respect, and customer service to self-generate sales.
Experience & skills you need:
Strong customer service and sales skills with a proven history of success.
Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team.
Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals.
Ability to work in a fast paced and team-centered environment.
Ability to work weekends on a regular basis.
Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions.
Ability to problem solve and be detail-oriented.
Understand and follow company established policies and procedures.
Enjoy collaborating as a team player with a strong work ethic, accepting constructive feedback, and following directions from managers.
Committed to self-development of sales, marketing, and technological advancements.
Enjoy self-generating sales through outreach and marketing initiatives.
Ability to use the Microsoft Office suite of products including Outlook and Excel.
You have a valid driver's license and a clean driving record. This is required.
Associate - Modeling Analytics
Columbus, OH jobs
JobID: 210686953 JobSchedule: Full time JobShift: Day : Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Senior Associate - Modeling Analytics, in the Credit Card Loss Forecasting within the Consumer & Business Banking (CCB) Risk Management group, you will be responsible for leading credit forecasting for the $220B credit card portfolio. This role requires strong data analytical knowledge and skills to generate short- and long-term loss forecasts and perform attribution analysis. The role encompasses all aspects of loss forecasting, including CCAR, CECL, Budgets, and Risk Appetite. This is an exciting opportunity to work on high-impact strategy initiatives as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem-solving, be self-motivated, confident, and ready to work in a fast-paced, energetic environment.
Job Responsibilities
* Support analytical tools for risk assessment and stress credit evaluations to support annual stress testing, the Risk Appetite framework, and strategy integrations
* Participate in cross-functional communications with Risk Management, Finance, Marketing, and Collections to inform the forecast and incorporate strategic initiatives
* Partner with the Risk Modeling team to ensure the model functions as desired and provide regular inputs for improvement
* Create and present forecasts to senior management with a clear storyline and data support
* Enhance consistency and efficiency across existing processes and reporting to meet the changing needs of the business
* Be a self-motivated individual with the ability to work on multiple projects with limited guidance
* Spearhead best-in-class documentation and operational risk and audit controls surrounding loss forecasting and LLR
Required qualifications, capabilities, and skills
* Master's/Bachelor's degree in a quantitative discipline (Finance/Statistics/Economics/Mathematics/Engineering) from an accredited college/university required.
* Minimum 1 year of experience in Credit Risk Management, Statistical Modeling, Marketing Analytics, and/or Consulting.
* Minimum 3 years of related analytical experience.
* Strong knowledge of Python, SAS, SQL, and MS Office required.
* Strong analytical, interpretive, and problem-solving skills with the ability to interpret large data sets and their impact in both operational and financial areas.
* Excellent oral and written communication and presentation skills.
Preferred qualifications, capabilities, and skills
* Advanced degree is preferred.
* Strong P&L knowledge and understanding of drivers of profitability.
* Knowledge of CCAR (Stress Testing) and CECL process
Auto-ApplyValuation & Modeling Associate - Summer 2026
Denver, CO jobs
Why become a Valuation & Modeling Associate at Grant Thornton?
Our clients rely on us to help them answer questions about value - value of their business, value of their assets and value of their financial instruments. By answering these questions for our clients, we enable them to critically evaluate transactions, refine their business models, drive optimal financial performance, and comply with financial and tax reporting requirements.
As a member of our Valuation & Modeling team, you will have an opportunity to work with companies of all sizes, from start-ups to multi-national corporations. Our teams work with both public and private companies in a variety of industries, including, but not limited to, manufacturing, energy, technology, telecommunications, hospitality, consumer products, banking and healthcare. The environment is fast-paced and we place a premium on exposing our professionals to a variety of engagements. You will have the opportunity to develop your critical thinking and finance and accounting skills as well as interact directly with senior financial executives.
Interested candidates should display an affinity for learning and problem-solving skills. Candidates should display an interest in financial concepts and in utilizing models and technology to solve business problems. Individuals should be self-starters and demonstrate the desire to build skills related to Grant Thornton's core values of: Collaboration, Leadership, Excellence, Agility, Respect and Responsibility.
Your day-to-day may include:
Gaining an understanding of client operations, processes, and business objectives.
Learning new skills, technologies, and Grant Thornton methodologies.
Working on a variety of client engagements that vary by size, region, and industry.
Receiving hands on mentoring and career coaching.
Participating in team building and networking events with your peers.
Obtaining professional development, continuing education, and focused training.
Giving back to the community through outreach activities.
Sharpening your leadership skills.
You have the following technical skills or qualifications:
Minimum overall and major GPA of 3.0/4.0 preferred.
Bachelor's degree in Accounting, Finance, Business, , or various combinations of similar studies required.
The willingness and ability to work additional hours, as needed.
Ability to travel to various client sites as needed.
Excellent analytical, communication (written and verbal) and interpersonal skills.
Effective project and time management skills for handling multiple priorities.
Positive mindset for dealing with multiple tasks, deliverables, and learning new concepts.
Ability to work efficiently and effectively in a team environment while maintaining a strong attention to detail.
High aptitude to work with Microsoft Office (Excel, PowerPoint, Word, Outlook).
Embrace different points of view and welcome opposing and conflicting ideas.
Open mindset that is willing to learn new skills.
Uphold the firm's code of ethics and business conduct.
Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. No visa sponsorship is available for this position.
The base salary for this position in the firm's Denver, CO office is $90,000 per year.
Auto-ApplyAssociate - Modeling Analytics
Plano, TX jobs
JobID: 210686953 JobSchedule: Full time JobShift: Day : Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Senior Associate - Modeling Analytics, in the Credit Card Loss Forecasting within the Consumer & Business Banking (CCB) Risk Management group, you will be responsible for leading credit forecasting for the $220B credit card portfolio. This role requires strong data analytical knowledge and skills to generate short- and long-term loss forecasts and perform attribution analysis. The role encompasses all aspects of loss forecasting, including CCAR, CECL, Budgets, and Risk Appetite. This is an exciting opportunity to work on high-impact strategy initiatives as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem-solving, be self-motivated, confident, and ready to work in a fast-paced, energetic environment.
Job Responsibilities
* Support analytical tools for risk assessment and stress credit evaluations to support annual stress testing, the Risk Appetite framework, and strategy integrations
* Participate in cross-functional communications with Risk Management, Finance, Marketing, and Collections to inform the forecast and incorporate strategic initiatives
* Partner with the Risk Modeling team to ensure the model functions as desired and provide regular inputs for improvement
* Create and present forecasts to senior management with a clear storyline and data support
* Enhance consistency and efficiency across existing processes and reporting to meet the changing needs of the business
* Be a self-motivated individual with the ability to work on multiple projects with limited guidance
* Spearhead best-in-class documentation and operational risk and audit controls surrounding loss forecasting and LLR
Required qualifications, capabilities, and skills
* Master's/Bachelor's degree in a quantitative discipline (Finance/Statistics/Economics/Mathematics/Engineering) from an accredited college/university required.
* Minimum 1 year of experience in Credit Risk Management, Statistical Modeling, Marketing Analytics, and/or Consulting.
* Minimum 3 years of related analytical experience.
* Strong knowledge of Python, SAS, SQL, and MS Office required.
* Strong analytical, interpretive, and problem-solving skills with the ability to interpret large data sets and their impact in both operational and financial areas.
* Excellent oral and written communication and presentation skills.
Preferred qualifications, capabilities, and skills
* Advanced degree is preferred.
* Strong P&L knowledge and understanding of drivers of profitability.
* Knowledge of CCAR (Stress Testing) and CECL process
Auto-ApplyCampus - Analytics and Modeling Program Associate
milton center, OH jobs
Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home.
Job Description
This full-time associate role, beginning in June 2026, has a set annual gross base salary of $110,000 a year.
As an Analytics & Modeling Associate, you will work with cutting-edge technology on teams that foster innovation and collaboration. We offer an opportunity to receive on-the-job training, gain professional development, and build a wide network of peers, managers, and officers who are experts in their fields.
THE IMPACT YOU WILL MAKE
The Analytics and Modeling Program offers you an opportunity to develop and implement analytical skills by providing research into analytic capabilities, producing insights, and providing consultative services, and leveraging our data and quantitative expertise to ultimately power quality and intelligent decisions for managing the business, financial reporting, risk control and delegation capabilities.
TRAINING PROGRAM
You will participate in a 10-week seminar-style training in DC for both your mortgage industry knowledge and quantitative analytics capabilities. Business courses provide you with comprehensive coverage of key business areas, such as Underwriting and Pricing, Capital Markets, Loss Mitigation, Risk Management, etc. Technical courses include Statistics, SQL, R, and Python. Through hands-on experience and interaction with the analytics teams during the training, you will gain a strong understanding of Fannie Mae's business and have a quick start on your technical capability.
During the program are expected to be in person at our Midtown Center headquarters every business day from the start of the program in June through the end of the 10 week training program.
After training completion, you will be assigned an Analytics Team from these three functions within Fannie Mae and your in-office expectations would be determined by your assigned team.
Single Family Analytics - Helping our business partners make decisions through targeted analytics and predictive modeling. Provide insights that are powerful, easy to access, and easy to understand through AI/ML and econometric modeling, data visualization, web-based self-service solutions, and analytics infrastructure design.
Finance Business Analytics - Building and applying models of Single-Family and Multifamily loan performance and valuation, property valuation and home price forecasting to deliver critical estimates for use in financial results and regulatory reporting, perform sensitivity analyses to help inform senior management planning, and provide estimates of the impacts of alternative strategic initiatives, specifically related to capital management.
ADDITIONAL DEVELOPMENT YOU'LL RECEIVE
Jumpstart your journey with First Year Forward - an immersive, high-impact development experience designed for early-career professionals. Gain direct access to senior leaders, sharpen your business acumen, and fast-track your understanding of how Fannie Mae generates value while supporting U.S. homeowners and renters. Throughout your first year, you'll benefit from mentorship, executive speaker series, and hands-on learning opportunities.
There are multiple openings for this position, and they will be based in our Washington D.C. (Midtown Center) office.
THE EXPERIENCE YOU BRING TO THE TEAM
Minimum Qualifications
Authorization to work in the U.S. without sponsorship
Academic achievement (preferred GPA of 3.3 or higher)
Bachelor's or master's degree obtained between December 2025 and Spring 2026
All Campus - Analytics & Modeling Associates will begin in June 2026
Preferred Qualifications
Data Science, Computer Science, Math, Finance, Statistics, and Economics with a quantitative focus majors are preferred
Strong analytical background
Demonstrated leadership capabilities and the ability to contribute to a team atmosphere
Demonstrated research and numerical problem-solving skills
Self-starter, strong business acumen, and results focused
Superior communication skills, both oral and written
Fluency and aptitude with technology applications
Enterprise - Analytics and Modeling Program - Associate
Target Pay Range: $110,000 - $110,000 a year
#LI-DNI
Qualifications
Education:
Bachelor's Level Degree (Required)
The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers.
For most roles, employees are expected to work onsite on a regular basis at their designated office location. In-office work cadence is determined by your manager. Proximity within a reasonable commute to your designated office location is preferred unless the job is noted as open to remote.
Fannie Mae is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity/gender expression, marital or parental status, or any other protected factor. Fannie Mae is committed to providing reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment, unless to do so would cause undue hardship to the company. If you need assistance using our online system and/or you need a reasonable accommodation related to the hiring/application process, please complete this form.
The hiring range for this role is set forth below. Final salaries will generally vary within that range based on factors that include but are not limited to, skill set, depth of experience, certifications, and other relevant qualifications. This position is eligible to participate in a Fannie Mae incentive program (subject to the terms of the program). As part of our comprehensive benefits package, Fannie Mae offers a broad range of Health, Life, Voluntary Lifestyle, and other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being. See more here.
Requisition compensation:
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Auto-ApplyAssociate, Portfolio Specialist
Sausalito, CA jobs
About this role
BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations.
About this Role
We are adding to our team and are looking for a Portfolio Specialist who will work closely with portfolio management and trading teams and will support their operational workflow. We are looking for candidates who are bright, motivated, articulate, and has a sense of humor. Ideal candidates will also have excellent problem-solving skills, a high degree of attention to detail, and outstanding organizational abilities. This position offers an excellent opportunity for someone interested in gaining experience in the finance industry and working for an established investment management firm.
Our headquarters is in Sausalito, California, only one block from the beautiful harbor. It's a short, 20-minute drive from much of San Francisco (opposite the normal commute), and many of our team members are spread throughout San Francisco, the North Bay, and East Bay.
Key Responsibilities:
· Support the portfolio management and trading teams' operational workflows
· Review and validate incoming client trade and analysis requests
· Manage and maintain SalesForce dashboards and workflows
· Assign client requests to appropriate Portfolio Managers and other internal teams
· Reply to diverse internal and external requests in a timely manner
· Document and refine operational processes for consistency and transparency
· Contribute to initiatives that enhance overall client experience and service delivery
· Support automation and efficiency improvements across various operational processes
· Assist with ad hoc projects and responsibilities as needed.
Qualifications:
· BA/BS required
· Minimum 3+ years prior work experience
· Strong attention to detail and accuracy
· Excellent written and verbal communication skills
· Outstanding problem-solving and interpersonal skills
· Strong organizational and multitasking skills
· Ability to work independently and in a small group environment
· A high degree of integrity with the ability to handle confidential matters
· Capacity to work in a fast-paced environment
· Collaborative attitude is a must
· Familiarity with Salesforce a plus
· Trade operations experience a plus
For Sausalito, CA Only the salary range for this position is USD$116,000.00 - USD$155,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.
We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
Auto-ApplyAssociate, Portfolio Specialist
Sausalito, CA jobs
About this role BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations.
About this Role
We are adding to our team and are looking for a Portfolio Specialist who will work closely with portfolio management and trading teams and will support their operational workflow. We are looking for candidates who are bright, motivated, articulate, and has a sense of humor. Ideal candidates will also have excellent problem-solving skills, a high degree of attention to detail, and outstanding organizational abilities. This position offers an excellent opportunity for someone interested in gaining experience in the finance industry and working for an established investment management firm.
Our headquarters is in Sausalito, California, only one block from the beautiful harbor. It's a short, 20-minute drive from much of San Francisco (opposite the normal commute), and many of our team members are spread throughout San Francisco, the North Bay, and East Bay.
Key Responsibilities:
* Support the portfolio management and trading teams' operational workflows
* Review and validate incoming client trade and analysis requests
* Manage and maintain SalesForce dashboards and workflows
* Assign client requests to appropriate Portfolio Managers and other internal teams
* Reply to diverse internal and external requests in a timely manner
* Document and refine operational processes for consistency and transparency
* Contribute to initiatives that enhance overall client experience and service delivery
* Support automation and efficiency improvements across various operational processes
* Assist with ad hoc projects and responsibilities as needed.
Qualifications:
* BA/BS required
* Minimum 3+ years prior work experience
* Strong attention to detail and accuracy
* Excellent written and verbal communication skills
* Outstanding problem-solving and interpersonal skills
* Strong organizational and multitasking skills
* Ability to work independently and in a small group environment
* A high degree of integrity with the ability to handle confidential matters
* Capacity to work in a fast-paced environment
* Collaborative attitude is a must
* Familiarity with Salesforce a plus
* Trade operations experience a plus
For Sausalito, CA Only the salary range for this position is USD$116,000.00 - USD$155,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.
We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
Manager Trainee
Charleston, SC jobs
Are you confident in your ability to manage a team towards success? Do you take pride in having top of the line communication skills, exceptional customer service and problem solving skills?
This position is a stepping-stone to manage the overall operations of a financial branch office within our company! You will have the opportunity to build everlasting relationships with our customers and reach goals with your team, “Come Begin Your Story” as Manager in Waiting!
You'll know you are a successful Manager in Waiting when you:
Develop, direct, train, and manage branch personnel with supervisor direction and assistance
Maintain office cash with accuracy and security
Achieve account gain through proven loan judgement and effective customer solicitation
Ensures prompt completion of loan process
Minimizes delinquent debt through collection activities both by verbal and written communication
Ensures reporting of branch figures to corporate office for accounting purposes
You could be a great addition as Manager in Waiting if you have:
Ensures compliance with state and federal lending regulations and Company policies
Ability to obtain license, certification, and/or governmental approval to provide ancillary products and services, as applicable
Valid driver's license and daily access to a reliable automobile for business use; such as delivering bank deposits, conducting marketing visits, etc.
Computer literacy, ability to operate a ten-key calculator, basic mathematical skills and the ability to handle simple monetary transactions quickly and accurately
Ability to work in a stressful environment and adhere to strict timelines and/or deadlines
Keep in mind that as Manager in Waiting we provide:
An EXCELLENT benefits bundle that includes medical insurance (minimal cost to the employee), dental, life insurance, short-and long-term disability, profit sharing, 401k with company matching, and paid sick, holiday, and vacation time.
Monthly Bonus Potential - You have the ability to earn a monthly bonus when your team meets your Company set goals!
Community Service - As a company, we are pro-active members of the community. We make ongoing contributions to charities, local food banks, educational institutions and more.
Growth Potential- We believe in fostering our employees' talents and providing a pathway for their individual career story.
TOP-of-the-line training that includes hands-on training, online training, and new hire class orientation. We are committed to helping you build a solid foundation and do your job to the best of your abilities.
This position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be evaluated and will not automatically disqualify the candidate.
Auto-ApplyManager Trainee
Columbia, SC jobs
Are you confident in your ability to manage a team towards success? Do you take pride in having top of the line communication skills, exceptional customer service and problem solving skills?
This position is a stepping-stone to manage the overall operations of a financial branch office within our company! You will have the opportunity to build everlasting relationships with our customers and reach goals with your team, “Come Begin Your Story” as Manager in Waiting!
You'll know you are a successful Manager in Waiting when you:
Develop, direct, train, and manage branch personnel with supervisor direction and assistance
Maintain office cash with accuracy and security
Achieve account gain through proven loan judgement and effective customer solicitation
Ensures prompt completion of loan process
Minimizes delinquent debt through collection activities both by verbal and written communication
Ensures reporting of branch figures to corporate office for accounting purposes
You could be a great addition as Manager in Waiting if you have:
Ensures compliance with state and federal lending regulations and Company policies
Ability to obtain license, certification, and/or governmental approval to provide ancillary products and services, as applicable
Valid driver's license and daily access to a reliable automobile for business use; such as delivering bank deposits, conducting marketing visits, etc.
Computer literacy, ability to operate a ten-key calculator, basic mathematical skills and the ability to handle simple monetary transactions quickly and accurately
Ability to work in a stressful environment and adhere to strict timelines and/or deadlines
Keep in mind that as Manager in Waiting we provide:
An EXCELLENT benefits bundle that includes medical insurance (minimal cost to the employee), dental, life insurance, short-and long-term disability, profit sharing, 401k with company matching, and paid sick, holiday, and vacation time.
Monthly Bonus Potential - You have the ability to earn a monthly bonus when your team meets your Company set goals!
Community Service - As a company, we are pro-active members of the community. We make ongoing contributions to charities, local food banks, educational institutions and more.
Growth Potential- We believe in fostering our employees' talents and providing a pathway for their individual career story.
TOP-of-the-line training that includes hands-on training, online training, and new hire class orientation. We are committed to helping you build a solid foundation and do your job to the best of your abilities.
This position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be evaluated and will not automatically disqualify the candidate.
Auto-ApplyManager Trainee
Columbia, SC jobs
Are you confident in your ability to manage a team towards success? Do you take pride in having top of the line communication skills, exceptional customer service and problem solving skills? This position is a stepping-stone to manage the overall operations of a financial branch office within our company! You will have the opportunity to build everlasting relationships with our customers and reach goals with your team, "Come Begin Your Story" as Manager in Waiting!
You'll know you are a successful Manager in Waiting when you:
* Develop, direct, train, and manage branch personnel with supervisor direction and assistance
* Maintain office cash with accuracy and security
* Achieve account gain through proven loan judgement and effective customer solicitation
* Ensures prompt completion of loan process
* Minimizes delinquent debt through collection activities both by verbal and written communication
* Ensures reporting of branch figures to corporate office for accounting purposes
You could be a great addition as Manager in Waiting if you have:
* Ensures compliance with state and federal lending regulations and Company policies
* Ability to obtain license, certification, and/or governmental approval to provide ancillary products and services, as applicable
* Valid driver's license and daily access to a reliable automobile for business use; such as delivering bank deposits, conducting marketing visits, etc.
* Computer literacy, ability to operate a ten-key calculator, basic mathematical skills and the ability to handle simple monetary transactions quickly and accurately
* Ability to work in a stressful environment and adhere to strict timelines and/or deadlines
Keep in mind that as Manager in Waiting we provide:
* An EXCELLENT benefits bundle that includes medical insurance (minimal cost to the employee), dental, life insurance, short-and long-term disability, profit sharing, 401k with company matching, and paid sick, holiday, and vacation time.
* Monthly Bonus Potential - You have the ability to earn a monthly bonus when your team meets your Company set goals!
* Community Service - As a company, we are pro-active members of the community. We make ongoing contributions to charities, local food banks, educational institutions and more.
* Growth Potential- We believe in fostering our employees' talents and providing a pathway for their individual career story.
* TOP-of-the-line training that includes hands-on training, online training, and new hire class orientation. We are committed to helping you build a solid foundation and do your job to the best of your abilities.
This position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be evaluated and will not automatically disqualify the candidate.
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Manager Trainee
Commerce, GA jobs
Are you confident in your ability to manage a team towards success? Do you take pride in having top of the line communication skills, exceptional customer service and problem solving skills?
This position is a stepping-stone to manage the overall operations of a financial branch office within our company! You will have the opportunity to build everlasting relationships with our customers and reach goals with your team, “Come Begin Your Story” as Manager in Waiting!
You'll know you are a successful Manager in Waiting when you:
Develop, direct, train, and manage branch personnel with supervisor direction and assistance
Maintain office cash with accuracy and security
Achieve account gain through proven loan judgement and effective customer solicitation
Ensures prompt completion of loan process
Minimizes delinquent debt through collection activities both by verbal and written communication
Ensures reporting of branch figures to corporate office for accounting purposes
You could be a great addition as Manager in Waiting if you have:
Ensures compliance with state and federal lending regulations and Company policies
Ability to obtain license, certification, and/or governmental approval to provide ancillary products and services, as applicable
Valid driver's license and daily access to a reliable automobile for business use; such as delivering bank deposits, conducting marketing visits, etc.
Computer literacy, ability to operate a ten-key calculator, basic mathematical skills and the ability to handle simple monetary transactions quickly and accurately
Ability to work in a stressful environment and adhere to strict timelines and/or deadlines
Keep in mind that as Manager in Waiting we provide:
An EXCELLENT benefits bundle that includes medical insurance (minimal cost to the employee), dental, life insurance, short-and long-term disability, profit sharing, 401k with company matching, and paid sick, holiday, and vacation time.
Monthly Bonus Potential - You have the ability to earn a monthly bonus when your team meets your Company set goals!
Community Service - As a company, we are pro-active members of the community. We make ongoing contributions to charities, local food banks, educational institutions and more.
Growth Potential- We believe in fostering our employees' talents and providing a pathway for their individual career story.
TOP-of-the-line training that includes hands-on training, online training, and new hire class orientation. We are committed to helping you build a solid foundation and do your job to the best of your abilities.
This position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be evaluated and will not automatically disqualify the candidate.
Auto-ApplyManager Trainee
South Carolina jobs
Job Responsibilities As a Manager Trainee you are on the fast track to management starting out in our customer service role while learning the consumer loan business from the ground up. We are looking for a highly-motivated, success-driven individual for our management training program. Great customer service is at the core of what we do and need a Manager Trainee that shares our focus and is eager to learn the consumer loan business.
Traveling within a regional area to receive training from experienced branch managers and district supervisors
Developing and maintaining customer relations
Providing exceptional customer service
Achieving account gain through proven loan judgment and effective customer solicitation Ensuring prompt completion of loan applications
Benefits At Security Finance we understand that our past accomplishments and future achievements are directly connected to the individual successes of our people. We are proud to offer a competitive compensation and full benefits package.
Company paid Health insurance (employee only)
Competitive 401(k) with match
Life and Dental benefits
Paid holidays and vacation
Profit Sharing
Closed on Sundays
Job Requirements
18 years of age or older
Stable work history
Prior management experience in a related industry, highly preferred
Collections and/or sales experience, preferred
Willingness to relocate within the state for a management position after training is complete
Great customer service skills
Valid driver's license, acceptable driving record, and reliable transportation
Ability to travel
Ability to work Monday-Friday until 8 PM and Saturdays. Schedule varies by location.
Manager Trainee
Sumter, SC jobs
Are you confident in your ability to manage a team towards success? Do you take pride in having top of the line communication skills, exceptional customer service and problem solving skills?
This position is a stepping-stone to manage the overall operations of a financial branch office within our company! You will have the opportunity to build everlasting relationships with our customers and reach goals with your team, “Come Begin Your Story” as Manager in Waiting!
You'll know you are a successful Manager in Waiting when you:
Develop, direct, train, and manage branch personnel with supervisor direction and assistance
Maintain office cash with accuracy and security
Achieve account gain through proven loan judgement and effective customer solicitation
Ensures prompt completion of loan process
Minimizes delinquent debt through collection activities both by verbal and written communication
Ensures reporting of branch figures to corporate office for accounting purposes
You could be a great addition as Manager in Waiting if you have:
Ensures compliance with state and federal lending regulations and Company policies
Ability to obtain license, certification, and/or governmental approval to provide ancillary products and services, as applicable
Valid driver's license and daily access to a reliable automobile for business use; such as delivering bank deposits, conducting marketing visits, etc.
Computer literacy, ability to operate a ten-key calculator, basic mathematical skills and the ability to handle simple monetary transactions quickly and accurately
Ability to work in a stressful environment and adhere to strict timelines and/or deadlines
Keep in mind that as Manager in Waiting we provide:
An EXCELLENT benefits bundle that includes medical insurance (minimal cost to the employee), dental, life insurance, short-and long-term disability, profit sharing, 401k with company matching, and paid sick, holiday, and vacation time.
Monthly Bonus Potential - You have the ability to earn a monthly bonus when your team meets your Company set goals!
Community Service - As a company, we are pro-active members of the community. We make ongoing contributions to charities, local food banks, educational institutions and more.
Growth Potential- We believe in fostering our employees' talents and providing a pathway for their individual career story.
TOP-of-the-line training that includes hands-on training, online training, and new hire class orientation. We are committed to helping you build a solid foundation and do your job to the best of your abilities.
This position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be evaluated and will not automatically disqualify the candidate.
Auto-ApplyManager Trainee
Gaffney, SC jobs
Are you confident in your ability to manage a team towards success? Do you take pride in having top of the line communication skills, exceptional customer service and problem solving skills?
This position is a stepping-stone to manage the overall operations of a financial branch office within our company! You will have the opportunity to build everlasting relationships with our customers and reach goals with your team, “Come Begin Your Story” as Manager in Waiting!
You'll know you are a successful Manager in Waiting when you:
Develop, direct, train, and manage branch personnel with supervisor direction and assistance
Maintain office cash with accuracy and security
Achieve account gain through proven loan judgement and effective customer solicitation
Ensures prompt completion of loan process
Minimizes delinquent debt through collection activities both by verbal and written communication
Ensures reporting of branch figures to corporate office for accounting purposes
You could be a great addition as Manager in Waiting if you have:
Ensures compliance with state and federal lending regulations and Company policies
Ability to obtain license, certification, and/or governmental approval to provide ancillary products and services, as applicable
Valid driver's license and daily access to a reliable automobile for business use; such as delivering bank deposits, conducting marketing visits, etc.
Computer literacy, ability to operate a ten-key calculator, basic mathematical skills and the ability to handle simple monetary transactions quickly and accurately
Ability to work in a stressful environment and adhere to strict timelines and/or deadlines
Keep in mind that as Manager in Waiting we provide:
An EXCELLENT benefits bundle that includes medical insurance (minimal cost to the employee), dental, life insurance, short-and long-term disability, profit sharing, 401k with company matching, and paid sick, holiday, and vacation time.
Monthly Bonus Potential - You have the ability to earn a monthly bonus when your team meets your Company set goals!
Community Service - As a company, we are pro-active members of the community. We make ongoing contributions to charities, local food banks, educational institutions and more.
Growth Potential- We believe in fostering our employees' talents and providing a pathway for their individual career story.
TOP-of-the-line training that includes hands-on training, online training, and new hire class orientation. We are committed to helping you build a solid foundation and do your job to the best of your abilities.
This position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be evaluated and will not automatically disqualify the candidate.
Auto-ApplyManager Trainee
Sumter, SC jobs
Are you confident in your ability to manage a team towards success? Do you take pride in having top of the line communication skills, exceptional customer service and problem solving skills? This position is a stepping-stone to manage the overall operations of a financial branch office within our company! You will have the opportunity to build everlasting relationships with our customers and reach goals with your team, "Come Begin Your Story" as Manager in Waiting!
You'll know you are a successful Manager in Waiting when you:
* Develop, direct, train, and manage branch personnel with supervisor direction and assistance
* Maintain office cash with accuracy and security
* Achieve account gain through proven loan judgement and effective customer solicitation
* Ensures prompt completion of loan process
* Minimizes delinquent debt through collection activities both by verbal and written communication
* Ensures reporting of branch figures to corporate office for accounting purposes
You could be a great addition as Manager in Waiting if you have:
* Ensures compliance with state and federal lending regulations and Company policies
* Ability to obtain license, certification, and/or governmental approval to provide ancillary products and services, as applicable
* Valid driver's license and daily access to a reliable automobile for business use; such as delivering bank deposits, conducting marketing visits, etc.
* Computer literacy, ability to operate a ten-key calculator, basic mathematical skills and the ability to handle simple monetary transactions quickly and accurately
* Ability to work in a stressful environment and adhere to strict timelines and/or deadlines
Keep in mind that as Manager in Waiting we provide:
* An EXCELLENT benefits bundle that includes medical insurance (minimal cost to the employee), dental, life insurance, short-and long-term disability, profit sharing, 401k with company matching, and paid sick, holiday, and vacation time.
* Monthly Bonus Potential - You have the ability to earn a monthly bonus when your team meets your Company set goals!
* Community Service - As a company, we are pro-active members of the community. We make ongoing contributions to charities, local food banks, educational institutions and more.
* Growth Potential- We believe in fostering our employees' talents and providing a pathway for their individual career story.
* TOP-of-the-line training that includes hands-on training, online training, and new hire class orientation. We are committed to helping you build a solid foundation and do your job to the best of your abilities.
This position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be evaluated and will not automatically disqualify the candidate.
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Payments Sales Fulfillment Associate
Plano, TX jobs
JobID: 210620845 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $66,500.00-$100,000.00; Chicago,IL $61,750.00-$95,000.00 Do you enjoy providing support to achieve sales and portfolio growth objectives? You have found the right team.
As a Sales Fulfillment Associate in the Sales Success Office, you will be a key player in our Payments Sales organization. Your contributions will directly impact our new sales targets and portfolio growth objectives through the submission of high-quality implementation requests. You will provide essential support to our Payment Sales Managers (PSMs) and Payment Client Managers (PCMs) by initiating implementations, ensuring accurate billing, rate implementation and credit setups while guaranteeing proper internal controls and policies are followed. You have the opportunity to develop a deep understanding of JP Morgan Payment products and skills, paving the way for a successful career within various Payments functions including Sales, Implementations, Product, Risk and Controls, and Client Service.
About the Sales Success Function: Our core focus is to drive business growth by ensuring successful sales efforts throughout the sales cycle, underpinned by disciplined process management and a robust risk framework. We achieve ongoing sales success through effective client management and seamless sales execution, delivering on client mandates and contractual obligations to retain and expand existing relationships while achieving desired business outcomes. Looking ahead, we empower the sales organization with the right processes, tools, communication, and training to consistently achieve and exceed their targets within a sound risk and controls environment.
Job responsibilities
* Provide subject matter expertise, confirm scope of requests, products, and services
* Initiate global implementation requests for new business with clients
* Own process for simple and complex implementations
* Coordinate with Sales and Implementations by providing day to day oversight of implementation of client change requests
* Submit billing information; including billing adjustments
* Conduct rate changes for clients as directed by client coverage teams.
* Support ad-hoc requests (e.g., billing and pricing, rates, and credit inquiries)
* Participate in process improvement initiatives designed to improve workflow resulting in an enhanced client experience
* Apply required control procedures
Required qualifications, capabilities and skills
* Demonstrates the ability to understand Payments products, pricing philosophy, and billing process and procedures
* Superior verbal and written communication skills with the ability to mobilize internal networks and resources
* Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
* Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills
Auto-Apply