Operations Specialist jobs at Inter National Bank - 273 jobs

Areas of Interest: Bank Operations Pay Transparency Salary Range: Not Available Application Deadline: 01/30/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type Discretionary Summary For over a century, BOK Financial has grown alongside its clients, offering tailored services and strategies for business, consumer, and wealth clients. Our extensive range of services allows us to compete nationally while our local decision-making and community connections make us good neighbors. Our purposeful diversification ensures resilience and stability, highlighting our expertise and commitment to meeting all your financial needs. Job Description The Remittance Processing Specialist I is primarily responsible for the daily processing and packaging of remittance accounts. This role functions by receiving, sorting, and opening mail sent to a remittance center. This role may involve tasks up to and including the processing of deposits according to the customer specifications; balancing payment transactions and performing data entry for data analysis and billing purposes. Team Culture BOK Financial fosters a collaborative, goal-oriented culture where employees follow established standards, receive support from accessible managers, and engage in mentorship. The company values accuracy, initiative, and community involvement, offering an exciting opportunity for growth and teamwork. How You'll Spend Your Time You will ensure mail-in deposits are received and staged for pre-processing as per schedule. You will receive, sort, and open payment envelopes by hand or automated equipment. You may use imaging equipment to scan payment coupons and checks ensuring that the quality of the image meets customer expectations and Check 21 requirements. You may review data collected during the imaging process and manually input/correct any information that didn't translate accurately, ensuring remittance coupons and check amounts balance at transaction and deposit levels. You may produce reports detailing payment information according to customer specifications. You may compile and send completed work product to customers following specific courier hand-off instructions. Follows controls deigned to ensure customers receive expected information. Education & Experience Requirements This level of knowledge is normally acquired through completion of a high school diploma (or equivalent) and a minimum of 1 year of experience in accounts receivables or remittance processing operations (or similar role). Attention to Detail - ability to identify discrepancies and ensure all remittance documents are correct Strong verbal and written communication skills Effective organizational skills to include prioritization, time management, and succeeding in a fast-paced environment Problem solving - ability to troubleshoot and resolve issues in role Basic knowledge of accounting principles, banking regulations and compliance. Confidentiality and Data Security - ability to handle confidential information and maintain data security protocols Technical proficiency in Microsoft Office applications, common financial software systems, and other related software. Basic knowledge of mail from BSA, AML, HIPAA, and PCI Compliance. Basic knowledge of remittance operations and equipment i.e. MPE extractor, Opex 50, OPEX 2200/3690/7200 and a variety of document scanners. Working Conditions & Physical Requirements Office - 40 lbs BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions. Top 3 reasons to apply Investing in our talent and building a great workplace is a top priority for us. Empowered employees Award-winning culture Community commitment BOK Financial Corporation Group adheres to state specific pay transparency requirements. In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline. Base salary range explanation: The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type. Benefits: BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits. About BOK Financial Corporation For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporations-and everything in between. Facts: Operations focused in an eight-state footprint 5,000 team members $49.7 billion in assets $114.6 billion in assets under management and administration $8 million donated to local nonprofits in 2024 59,000+ volunteer hours by our employees in 2024

Contract Conformance Specialist IV - Houston Interested? Please send your updated Word or PDF format resume to Beth at bsprague@blackrockres.com #LI-BS1 The Contract Conformance Specialist (CCS) is accountable for the day-to-day sourcing and conformance activities for all contractual arrangements of assigned capital projects. The CCS manages the entire administration stages of the contracts on the Projects. The CCS manages the flow of documentation and communication related to the contractual relationship between Company and Contractor to ensure contractual obligations are met. Assigned projects each typically up to 3 years duration. Desired Qualifications: Ability to support the negotiation of complex contracting issues. Experience with sourcing and administration of large, complex Engineering and Construction Demonstrated proficiency with Microsoft Office, Teams, Oracle, ProjectWise and SharePoint. Duties and Responsibilities: Facilitate preparation of contract exhibits, which include scope, specifications, pricing, and special instructions. Assist in writing technical contract language describing the scope, pricing, and special instructions for each assigned project. Coordinate with the SCM Team Lead to ensure project specific functional requirements and contractor clarifications & qualifications (when applicable) are incorporated in the final contract documents. Lead contract negotiations with potential proponents during the contract bidding and formation phases. Coordinate project team in its development of a project specific communication plan. Review documents submitted by contractors for compliance with contract and provide notification to contractors of non-compliance and deviations from baselines, with concurrence of team and project manager. Manage change order process, which includes managing change order log, generating change directives, reviewing contractor requested changes, and preparing approved change orders. Prepare meeting agenda, participate in person at, and take & distribute meeting notes for, all contract-related meetings between company and contractor. Establish and implement project contract document control and retention system in compliance with company procedures. Review contractor submitted invoices for compliance with the requirements; distribute for review and approval by the appropriate personnel; and monitor through payment to the Education: Bachelor's degree in an engineering, construction, legal, technical or business discipline with some experience in legal, engineering, construction, and/or contract administration or contract conformance of construction related projects, preferably in the gas pipeline industry; or associate's degree with a minimum 10 years of experience in legal, engineering, construction, and/or contract administration or contract conformance of construction related projects, preferably in the gas pipeline industry. Specific knowledge and experience in contracting process and issues related to energy industry construction projects. The position will require some travel, approximately 10-25% of the time as required, primarily within the assigned Project region in both US and Canada.

DescriptionThe Loan Funding Specialist will be responsible for reviewing, processing, and funding all new loans. These transactions are time sensitive and must be processed with accuracy and efficiency. Types of loans funded will be commercial, real estate, agricultural, consumer, indirect and fresh start. Essential Duties Reviewing the Loan Funding Worksheet to ensure calculations are accurate. Ensuring the worksheet is complete. Reviewing the note and other documents for proper signatures. Preparing and processing all online funding entries, including GL entries, deposits, cashiers checks and wire transfers. Uploading the loan to the Silverlake System. Documenting and recording online funding entries. Answering questions, resolving problems, and responding to requests for funding promptly and courteously. Maintaining work area in a clean, neat and professional manner. Performing miscellaneous duties as assigned. Participating in training sessions as required by supervisor. Equal Opportunity Employer/Veterans/Disabled

***No agencies or 3rd party Recruiters please. Thank you! *** Who we are: Cornerstone Home Lending, a division of Cornerstone Capital Bank, is a unique national home lender with a reputation of amazing service, customer satisfaction, employee retention, and happiness. We employ people who are passionately committed to Cornerstone's Mission, Vision & Core Convictions. Our brand is known for on-time closings - a key core conviction of Cornerstone. We have successfully navigated our company through many industry cycles and changes in regulations. We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us. Who we are looking for: We are seeking an Outstanding Funding Condition Specialist. In accordance with regulatory and investor guidelines the OFC Specialist proactively monitors, reviews, assigns, researches, and clears any outstanding funding conditions that have been flagged after the loan file has been through the review process. What you'll do: Promptly throughout the day pull, review, and update the Outstanding Funding Condition (OFC) Queue daily to retrieve and clear conditions Assign "Responsibility Of" and "Assigned To" to OFC to as many conditions as possible Analyze items/documents received to clear conditions for completeness and accuracy Clarify, amend, and delete conditions as necessary to meet all requirements to clear the condition Upload any corrected/missing loan documents received into Imaging in addition to editing and renaming loan documentation when applicable Provide timely email notifications to the impacted branch/affected parties and contact vendors for any needed corrections Actively follow up for status on all pending outstanding funding conditions assigned to OFC, the branch and other parties to ensure timely receipt and clearing of conditions Perform other job-related duties and or special projects as assigned What you'll need to be successful: Success in this job relies on your time management skills, organization, and positive attitude. In addition, you'll need the following qualifications: High School Diploma or equivalent Minimum of 2 years prior experience in processing, closing or underwriting Knowledge of FHA, VA and Conventional loan documentation Can handle multiple priorities, be proactive, an excellent communicator, high attention to detail, time management, strong organizational and prioritization skills Ability to follow established operating procedures and meet deadlines Ability to adapt and embrace change Experience with LOS a plus, fluent in Microsoft Word, Excel, Outlook, Adobe What we offer: Because we recognize and reward hard work, we offer a competitive salary, a full benefits package, and the potential for a performance-based bonus. What to do next: If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're a part of our Cornerstone team, we'll continue to invest in you as a valuable asset to our company. As many of our team members can tell you, there's something special about working at Cornerstone Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

At CLS Living, our mission is simple: to deliver unparalleled resident experience and foster an exceptional workplace environment. We are committed to building a world-class team of passionate individuals who thrive in a culture of positivity, creativity, and continuous growth. Each day brings new opportunities to innovate, lead, and make a meaningful impact. We take pride in our vibrant, design-forward communities and in the devoted teams who manage them with care and integrity. Our success starts with our people-and when our team thrives, our residents do too. Company Benefits & Perks We believe in rewarding our team with benefits that support both personal and professional well-being: Generous Paid Time Off (PTO) 401(k) with Company Matching Comprehensive Health, Dental, and Vision Insurance Health Savings Account (HSA) & Flexible Spending Account (FSA) Life Insurance & Parental Leave Employee Assistance Program (EAP) Relocation Assistance Professional Development & Advancement Opportunities Supportive, Fun, and Flexible Work Environment Access to an Unmatched Company Culture that values individuality and innovation Responsibilities The Job At-A-Glance: We are seeking an Operations Specialist to join the CLS Living corporate team. Reporting to the SVP of Operations, this role will support a variety of operational functions across our portfolio of student housing properties. The position requires 85-90% travel. The ideal candidate will be technically proficient with a strong working knowledge of building and mechanical systems. Key Responsibilities Support student housing properties with on-site management functions as assigned. Assist in the development and distribution of property operations resources. Implement strategic marketing plans and support leasing efforts, including marketing execution. Ensure property management software is accurate, up to date, and fully utilized. Partner with General Managers to build and maintain high-performing, collaborative teams. Maintain professional standards of management, communication, and reporting. Deliver first-class customer service to prospects and residents; ensure requests are handled promptly and professionally. Foster a professional, friendly, and welcoming office environment. Assist with lease processing, administration, and general administrative duties. Support collections, evictions, and other legal/administrative processes as needed. Contribute to the development of the company's core strategic plan. Fill in for open property positions as needed across the portfolio. Perform other duties as assigned by the Supervisor. Note: The activities listed above are representative but not all-inclusive. Qualifications What We're Looking For You thrive on sharing your knowledge and shaping a better future for CLS Living. You serve as the number-one ambassador of the CLS Culture and Vision within your community. You have the personal drive to be your best and the ambition to grow within our company. Qualifications & Skills Bachelor's degree OR 3-5 years of experience in student housing with a supervisory or higher management role OR an equivalent combination of education and experience. Proven ability to lead, inspire, and motivate a dynamic team with a strong customer-centric mindset. Ability to manage multiple projects simultaneously, set priorities, and meet deadlines. Entrepreneurial mindset-creative and willing to challenge the status quo to meet the needs of our residents and company. Excellent written and verbal communication skills. Strong organizational and analytical skills. Intermediate to advanced proficiency in Microsoft Office Suite and Entrata software. Exceptional customer service skills. Excellent time management with the ability to prioritize work effectively. Must pass a criminal background check and drug screening. Who You Are We're looking for someone who thrives in a fast-paced, hands-on environment and who sees every challenge as an opportunity to improve the resident experience. The ideal candidate will: Be a passionate mentor and team builder, invested in the growth and development of others. Act as an ambassador of the CLS Living culture, bringing energy, pride, and leadership to the community. Have a personal drive to excel, grow within the company, and take ownership of their role. Possess an entrepreneurial spirit, always looking for innovative ways to enhance operations, resident satisfaction, and property performance. Demonstrate a solutions-first mindset, handling challenges with professionalism and integrity. We conduct criminal background and drug screening. CLS Living is very proud to be recognized as a certified Great Places to Work company. CLS Living is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, disability or handicap, sex, marital status, veteran status, sexual orientation, genetic information, arrest record, or any other characteristic protected by applicable federal, state or local laws. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment.

is responsible for servicing warehouse lending customers. Essential Functions Manage workflow to ensure all loans stay within compliance. Review submitted loan packages for accuracy, completeness, and compliance with funding and accounting requirements; conduct internal quality control and audits of warehouse lending loans. Identify and resolve discrepancies or issues in loan documentation. Approve and disburse funds in accordance with established guidelines. Verify wire instructions and validate title company information for both new and existing partners. Perform input, approval, and settlement of incoming wires; process additional and return wires. Remit any residual income to customers as needed. Pull end-of-day reports to ensure balancing. Receive, log, and retain possession of the original mortgage note during warehouse period. Process received collateral in preparation to ship. Responsible for daily client correspondence and customer service. Regular, reliable, and predictable attendance. Marginal Functions Assist in balancing of customer accounts and warehouse lending accounts. Assist Warehouse Operations Manager as needed. Provide cross-function support to funding, accounting, and shipping. Maintain compliance with and adhere to all state and federal regulations and bank policies and procedures, including, but not limited to Bank Secrecy Act, FACT ACT, Community Reinvestment Act, and EEO/AA/Fair Employment Practices. All other duties as assigned. Minimum Educational & Experience Requirements Associate or bachelor's degree in business-related field or equivalent work experience 3 years' experience in a financial institution or comparable industry Minimum Skill Requirements Working knowledge of loan products, federal lending regulations, and documentation required by bank policy and state and federal regulations High level of detail orientation High degree of organization and time management Ability to work independently with minimal supervision Ability to work effectively under stress with high work volume and tight deadlines Professional and effective verbal and written communications Proficient with MS Office products and departmental systems Physical Demands In terms of an 8-hour workday, “occasional” equals 1% to 33%, “frequent” equals 34% to 66%, and “continuous” equals 67% to 100%. However, some duties are performed monthly, annually, or sporadically throughout the year and are essential functions. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions of the position. Continuous stationary position, particularly, but not limited to, at a desktop computer Continuous repetitive use of hands/arms; particularly concerning to typing, writing, phone & computer use Continuous communication: verbal and written, in-person, phone and electronic Work Environment Office environment; remote and hybrid flexibility if determined by management.

is responsible for servicing warehouse lending customers. Essential Functions * Manage workflow to ensure all loans stay within compliance. * Review submitted loan packages for accuracy, completeness, and compliance with funding and accounting requirements; conduct internal quality control and audits of warehouse lending loans. * Identify and resolve discrepancies or issues in loan documentation. * Approve and disburse funds in accordance with established guidelines. * Verify wire instructions and validate title company information for both new and existing partners. * Perform input, approval, and settlement of incoming wires; process additional and return wires. * Remit any residual income to customers as needed. * Pull end-of-day reports to ensure balancing. * Receive, log, and retain possession of the original mortgage note during warehouse period. * Process received collateral in preparation to ship. * Responsible for daily client correspondence and customer service. * Regular, reliable, and predictable attendance. Marginal Functions * Assist in balancing of customer accounts and warehouse lending accounts. * Assist Warehouse Operations Manager as needed. * Provide cross-function support to funding, accounting, and shipping. * Maintain compliance with and adhere to all state and federal regulations and bank policies and procedures, including, but not limited to Bank Secrecy Act, FACT ACT, Community Reinvestment Act, and EEO/AA/Fair Employment Practices. * All other duties as assigned. Minimum Educational & Experience Requirements * Associate or bachelor's degree in business-related field or equivalent work experience * 3 years' experience in a financial institution or comparable industry Minimum Skill Requirements * Working knowledge of loan products, federal lending regulations, and documentation required by bank policy and state and federal regulations * High level of detail orientation * High degree of organization and time management * Ability to work independently with minimal supervision * Ability to work effectively under stress with high work volume and tight deadlines * Professional and effective verbal and written communications * Proficient with MS Office products and departmental systems Physical Demands In terms of an 8-hour workday, "occasional" equals 1% to 33%, "frequent" equals 34% to 66%, and "continuous" equals 67% to 100%. However, some duties are performed monthly, annually, or sporadically throughout the year and are essential functions. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions of the position. * Continuous stationary position, particularly, but not limited to, at a desktop computer * Continuous repetitive use of hands/arms; particularly concerning to typing, writing, phone & computer use * Continuous communication: verbal and written, in-person, phone and electronic Work Environment * Office environment; remote and hybrid flexibility if determined by management.

As a Specialist, Advisor Commission. You will be responsible for calculating independent travel advisor commissions and employee incentives. In this role you will require strong organizational skills, attention to detail, and the ability to collaborate across departments to ensure accurate and timely processing of commission payments. Job Responsibilities: Prepares monthly commission calculations for independent travel advisors participating in the variable compensation program. Audits commission calculations and reports to identify and resolve discrepancies. Tracks, documents, and amends commission payment records as needed. Serves as the primary point of contact for payroll commission inquiries and research invoice discrepancies. Maintains and updates commission records and files. Collaborates with multiples departments to ensure accurate processing of commission payments. Answers commission and financial questions by researching and interpreting data. Responds promptly to internal client needs with excellent communication and follow-up. Assists with special projects and ad-hoc requests as assigned. Projects a positive attitude with high energy, diplomacy, and creativity in work strategies. Embodies FROSCH core values: Respect, Integrity, Excellence, Communication, Commitment, and Delivering the Unexpected. Required Qualifications, Capabilities, and Skills: Demonstrates Proficiency with Microsoft Office (Outlook, Word, Excel, Teams). Capable of working both independently and collaboratively within a team. Extremely organized, detail-oriented, and thorough in record-keeping. Able to maintain poise and professionalism while meeting deadlines. Keen sense of urgency and flexibility to adapt to changing needs. Preferred Qualifications: Minimum of 2 Plus years of experience within the travel industry. Experience in commission calculation or payroll processing.

Apply Description Kleberg Bank, N.A. believes that the customer's experience is our Brand. Each individual at Kleberg Bank, N.A. is committed to providing “Excellent” customer service. Therefore, we are seeking a Deposit Operations Specialist with unrivaled integrity, solid work ethic and a passion for service. The Deposit Operations Specialist will be responsible for all customer service, account maintenance and item processing duties while reaching established goals. Master the Kleberg Bank delivery process and product knowledge to develop customer relationships by performing the following essential duties. Essential Duties Maintain a basic knowledge of all Kleberg Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts. Maintain the integrity of the core system and input system changes when requested. Identify, research, and resolve transaction discrepancies. Compliance with laws, regulations, policy, procedures, and the Team Handbook. Continually meets customer service expectations by offering excellent service to both external and internal customer requests. Follow proper procedures accurately and efficiently for all customer-servicing activities performed. Reviewing and researching evidence/documents to analyze the overall fact pattern of claim into a professional report with recommendations. Work with appropriate support teams to ensure customer receives a timely credit for all qualifying disputes. Maintain ATM dispute and chargeback inventory to ensure all cases are accounted for and processed timely. Maintain the confidentiality of the Bank's customers. Work with the Risk Management and BSA teams in developing business rules to monitor, identify and remediate fraudulent trends quickly. Provide continuous analytical support with various types of ongoing fraud investigations. Documentation is critical so logging conversations, e-mails and other communications is imperative. Review established fraud detection system-generated alerts and reports to identify fraudulent activity related to ACH, wire, check fraud, online banking, account opening, and other operational areas as needed. Review account activity to prevent, detect and investigate any signs of external and/or internal fraud. Process and scan account documents making sure the documents are complete and in compliance with bank procedures. Participate in all meetings, bank functions and customer appreciation/community involvement functions as requested/assigned by supervisor. Deliver strong community visibility. Perform other duties as assigned. Assist in tracking and maintaining exceptions for Deposit Operations Initiate and verification of customer and institution wire transfers, including investigations, both domestic and international wires. Start of Day process, end of day, and daily balancing Risk management review including transaction activity, large item review, posting accuracy, image archive and retrieval, and document management. Item processing, Check 21 processing, Image archive, ACH/AFT processing for deposit accounts, and customer service. Education/Experience: High School diploma or equivalent, and 1 year related experience or equivalent and/or training in banking or related industry. Must be competent and knowledgeable in branch operations policies and procedures Preferred Education: College degree and 5-7 years management in Banking or related industry. Work related experience should consist of an in-depth background in a financial institution in administration, compliance, security, center operations management, bank operations, and bank supervision. Knowledge, Skills and Abilities: Effective interpersonal relationships with management and team members Ability to perform tasks quickly and accurately Basic Mathematical Skills A thorough understanding and application of all policies, procedures and regulations pertaining to the work of a Deposit Operations Specialist Ability to operate in a team environment to accomplish shared goals Ability to effectively manage time as related to daily tasks Ability to solve practical problems and interpret a variety of instructions furnished in written, oral or schedule form Ability to prioritize multiple demands in a high pressure environment while maintaining professional demeanor Acquire proficiency of the system and electronic communications. Other Duties: Duties, responsibilities and activities may change at any time with or without notice. AAP/EEO Statement: Kleberg Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status of protected veteran, among other things or status as a qualified individual with a disability.

Do you love tinkering with tech, troubleshooting on the fly, and making systems run smoother than a well-oiled machine? Then it's time to join Western Union as a Regional Operations Specialist! Western Union powers your pursuit. As an Operations Specialist, you'll be the go-to guru for our tech needs. From optimizing business software to keeping our Agents operating top-notch, you'll ensure everything runs like clockwork, with a dash of innovation and urgency. Role Responsibilities * As an Operations Specialist, you'll be the go-to guru for our tech needs. * From optimizing business applications, products and services to making sure to protect the business on a day to day. * Tech Operations Master: Keep our business tools (WUPOS, Prepaid, Peripherals etc.) running like a dream, ensuring our sales team stay productive and happy. * Data & System analytics support by observing trends when implementing new tech and products/solutions. * Tech Support Hero: Solve day-to-day technical hiccups, whether it's software woes or hardware failures. * Front-End Fun: Help with basic hardware and system troubleshooting. Role Requirements * Tech-Savvy: You're great with IT systems, cloud solutions, networking, and web hosting. * Software Wizard: You know your way around business tools like Power BI, ARC+, Snowflake, ServiceNow, SPLUNK and you can troubleshoot without breaking a sweat. * Customer service skills: You work well with clients and have great communication skills. * Quick Study: New tech doesn't intimidate you. * You love learning and mastering new tools. * Bilingual in English and Spanish highly preferred. Fluency in English is required. * Bilingual/bi-cultural experience is highly desired. * Travel anticipated approximately 20-30%. * Valid Driver's License and a reliable vehicle are required as this position requires regular travel within a defined territory. We make financial services accessible to humans everywhere. Join us for what's next. Western Union is positioned to become the world's most accessible financial services company -transforming lives and communities. We're a diverse and passionate customer-centric team of over 8,000 employees serving 200 countries and territories, reaching customers and receivers around the globe. More than moving money, we design easy-to-use products and services for our digital and physical financial ecosystem that help our customers move forward. Just as we help our global customers prosper, we support our employees in achieving their professional aspirations. You'll have plenty of opportunities to learn new skills and build a career, as well as receive a great compensation package. If you're ready to help drive the future of financial services, it's time for Western Union. Learn more about our purpose and people at ********************************** Salary The base salary range is $65,000 - 80,000 USD per year. Total on target compensation includes a base salary and short-term incentives that align with individual and company performance. Actual salaries will vary based on candidates' qualifications, skills, and competencies. Benefits You will also have access to short-term incentives, multiple health insurance options, accident and life insurance, and access to best-in-class development platforms, to name a few (*************************************************** Please see the location-specific benefits below and note that your Recruiter may share additional role-specific benefits during your interview process or in an offer of employment. Your United States - specific benefits include: * Medical, Dental, Vision, and Life Insurance * Flexible Time off * Tuition Assistance Program * Parental Leave * 401K Plan For residents of Colorado, California, Connecticut, Delaware, Minnesota, and Pennsylvania: Please do not respond to any questions on this initial application that may seek age-identifying information such as age, date of birth, or dates of school attendance or graduation. You may also redact this information from any materials you submit during the application process. You will not be penalized for redacting or removing this information. We are passionate about diversity. Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve. We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws. #LI-SS2

Euronet Worldwide, Inc. is a leading electronic payments processor with a global footprint. Our operations encompass various services that facilitate financial transactions for consumers and businesses. We are currently hiring a Finance Operations Specialist. The Finance Operations Specialist plays a key role in supporting the wider Finance Operations team in delivering timely and reliable payments to external customers, maintaining rigorous control over scheme settlements, and reconciling network cash for multiple networks across the US and LATAM markets. This position is vital to the smooth running of the department and contributes directly to the financial health and operational success of the business. The ideal candidate will exhibit strong analytical skills, attention to detail, and a desire to contribute in a collaborative work environment. You will have the opportunity to work closely with various departments to monitor performance and provide actionable insights. Key Responsibilities: * Manage daily settlement payments to customers across the United States. * Perform daily transaction and payment reconciliations, investigating and resolving discrepancies promptly. * Complete and validate monthly reconciliations, interrogating data to ensure accuracy. * Reconcile network cash for multiple networks, investigating variances. * Maintain and update the customer bank account database, ensuring data integrity. * Set up new settlement deals and payment terms in the accounting system. * Ensure strict adherence to internal controls and procedures related to customer payments, recommending improvements where appropriate. * Maintain an accurate and up-to-date customer database, resolving any inconsistencies. * Collaborate with other departments to resolve issues and drive process improvements. * Support the development and implementation of new processes and systems. * Assist with ad-hoc analysis and special projects, as needed.

Job Description Euronet Worldwide, Inc. is a leading electronic payments processor with a global footprint. Our operations encompass various services that facilitate financial transactions for consumers and businesses. We are currently hiring a Finance Operations Specialist. The Finance Operations Specialist plays a key role in supporting the wider Finance Operations team in delivering timely and reliable payments to external customers, maintaining rigorous control over scheme settlements, and reconciling network cash for multiple networks across the US and LATAM markets. This position is vital to the smooth running of the department and contributes directly to the financial health and operational success of the business. The ideal candidate will exhibit strong analytical skills, attention to detail, and a desire to contribute in a collaborative work environment. You will have the opportunity to work closely with various departments to monitor performance and provide actionable insights. Key Responsibilities: Manage daily settlement payments to customers across the United States. Perform daily transaction and payment reconciliations, investigating and resolving discrepancies promptly. Complete and validate monthly reconciliations, interrogating data to ensure accuracy. Reconcile network cash for multiple networks, investigating variances. Maintain and update the customer bank account database, ensuring data integrity. Set up new settlement deals and payment terms in the accounting system. Ensure strict adherence to internal controls and procedures related to customer payments, recommending improvements where appropriate. Maintain an accurate and up-to-date customer database, resolving any inconsistencies. Collaborate with other departments to resolve issues and drive process improvements. Support the development and implementation of new processes and systems. Assist with ad-hoc analysis and special projects, as needed. Requirements Bachelor's degree in Finance, Accounting, or related field. Minimum 3 years of relevant experience in financial analysis or similar role. Strong proficiency in Microsoft Excel; experience with financial modeling is a plus. Familiarity with accounting principles and financial management. Excellent analytical, quantitative, and problem-solving skills. Effective communication skills, both written and verbal. Ability to work independently and manage multiple priorities in a dynamic environment. Attention to detail and a commitment to accuracy. Benefits 401(k) Plan Health/Dental/Vision Insurance Employee Stock Purchase Plan Company-paid Life Insurance Company-paid disability insurance Tuition Reimbursement Paid Time Off Paid Volunteer Days Paid Holidays Casual Office Attire Plus many more employee perks & incentives! We are an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Euronet Worldwide, Inc. is a leading electronic payments processor with a global footprint. Our operations encompass various services that facilitate financial transactions for consumers and businesses. We are currently hiring a Finance Operations Specialist. The Finance Operations Specialist plays a key role in supporting the wider Finance Operations team in delivering timely and reliable payments to external customers, maintaining rigorous control over scheme settlements, and reconciling network cash for multiple networks across the US and LATAM markets. This position is vital to the smooth running of the department and contributes directly to the financial health and operational success of the business. The ideal candidate will exhibit strong analytical skills, attention to detail, and a desire to contribute in a collaborative work environment. You will have the opportunity to work closely with various departments to monitor performance and provide actionable insights. Key Responsibilities: Manage daily settlement payments to customers across the United States. Perform daily transaction and payment reconciliations, investigating and resolving discrepancies promptly. Complete and validate monthly reconciliations, interrogating data to ensure accuracy. Reconcile network cash for multiple networks, investigating variances. Maintain and update the customer bank account database, ensuring data integrity. Set up new settlement deals and payment terms in the accounting system. Ensure strict adherence to internal controls and procedures related to customer payments, recommending improvements where appropriate. Maintain an accurate and up-to-date customer database, resolving any inconsistencies. Collaborate with other departments to resolve issues and drive process improvements. Support the development and implementation of new processes and systems. Assist with ad-hoc analysis and special projects, as needed. Requirements Bachelor's degree in Finance, Accounting, or related field. Minimum 3 years of relevant experience in financial analysis or similar role. Strong proficiency in Microsoft Excel; experience with financial modeling is a plus. Familiarity with accounting principles and financial management. Excellent analytical, quantitative, and problem-solving skills. Effective communication skills, both written and verbal. Ability to work independently and manage multiple priorities in a dynamic environment. Attention to detail and a commitment to accuracy. Benefits 401(k) Plan Health/Dental/Vision Insurance Employee Stock Purchase Plan Company-paid Life Insurance Company-paid disability insurance Tuition Reimbursement Paid Time Off Paid Volunteer Days Paid Holidays Casual Office Attire Plus many more employee perks & incentives! We are an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Title: Mortgage Operations Specialist Department: Mortgage Reports to: Mortgage Closing Supervisor FLSA Classification: Non-Exempt Created Date: November 6, 2023 Revised Date: February 1, 2024 Responsible for a variety of administrative and clerical duties performed with the highest level of professionalism and excellent attention to detail in support of the Mortgage Department. Serves as the primary resource for questions and concerns throughout the mortgage process, ensuring appropriate and confidential handling all information and documents. Responsible for preparing mortgage compliance documents for the Mortgage Loan Originators and the execution of the loan estimate, closing disclosure delivery and any changes throughout the mortgage loan process. Collaborates with Mortgage Department employees to accurately disclose all facets in the mortgage compliance flow. Performs duties in compliance with TTCU policies and procedures and regulatory requirements including, but not limited to, the Bank Secrecy Act. Supervises: None Essential Job Functions and Responsibilities 30% -Disclosing: Provides initial disclosures and closing disclosures to members within guidelines and credit union policy. Coordinate re-disclosures when there is a change in circumstance or an event that requires re-disclosing within 3 days of application or Change of Circumstance. Research discrepancies on files when disclosures are generated and discusses with the Mortgage Loan Originator and Mortgage team when required. Verify accuracy of fees to mitigate TRID and RESPA violations. Review items for accuracy that are populated in TTCU's Loan Origination System, such as regulatory disclosures. 30% - Appraisal: Completes review of property appraisals to determine the collateral meets TTCU/secondary market requirements and supports the value given by the appraiser. Request any needed revisions. Notify assigned Underwriter if immediate review is needed. Forward appraisal to all applicable parties and add documentation to E-Folder. Push out all incoming appraisals and secondary reports (final inspections, etc.) charge borrowers TTCU account or credit card. Help locate/save SureReceipts in Mercury for Processors. Monitor appraisals as they come in and request revisions or updates from the Underwriters. Vendors- Serves as liaison in communication and projects as required. (i.e..; Blend, AMCs, etc.). 20% - Opening: Logs in all files coming from Mortgage Loan Officers, review files for submission to processing, ensure accuracy of loan numbers and that Borrower in Encompass is listed as the primary Member in Keystone, order title and appraisals, verify appraisal funds, and review checklists to ensure files are complete prior to submission to Processor. Assign files to Processor and Underwriter within the Encompass system. Assign files to Mortgage Loan Officers within Blend and Encompass. Order AVM's 20% - Closing: Owns all files cleared to close from Underwriter, review files for submission to Closers, ensure accuracy of the loan number, review title and tax cert to ensure the borrower information and property information match and are identical in Encompass, review product and pricing sheet to ensure that the information matches the Underwriting conditions, order verbal verifications of employment (within 10 business days of closing), confirm appraisal paid, and review checklists to ensure files are complete. Provide back-up support to Mortgage Team members, when needed. Minimum Qualifications Educational Requirements: Associate or Bachelor's degree in Business, Economics, Finance, or other related discipline, preferred. High School Diploma or GED. Certificates/Licenses: Must have and maintain a valid driver's license. Experience Related experience in administrative office work, procedures, and systems: 0-2 Years, Basic Experience in a financial institution or mortgage industry: 0-2 Years, Basic Bilingual Skills in Spanish or other language a plus. Previous experience in banking or related industry, preferred. Relevant experience in a law firm or corporate legal department Position Competencies 17% - Collaborates: Is an effective team player who adds complementary skills and contributes valuable ideas, opinions, and feedback; communicates in an open and candid manner and can be counted upon to fulfill any commitments made to others on the team. 17% - Effective Communication: Utilizes a variety of communication modalities effectively and appropriately across multiple channels. 17% - Functional Expertise: Possesses a sufficient level of technical and professional skill or knowledge in position-related areas; keeps up with current developments and trends in areas of expertise; actively seeks ways to grow and be challenged using both formal and informal development activities. 17% - Member Focus: Builds and maintains collaborative relationships with internal and external members which result in member satisfaction with both the process and the outcome. 16% - Resilient: Maintains composure under pressure; handles difficult situations effectively, maintains a positive attitude despite adversity; uses adversity as a learning opportunity. 16% - Self Motivated: Proactively takes the initiative to accomplish necessary tasks and seize new and often times challenging opportunities. Additional Requirements Job Knowledge • Intermediate knowledge with Microsoft Systems (Word, Excel, PowerPoint, SharePoint, Teams, and Outlook). • Ability to navigate the internet and understand basic browser settings. • Ability to learn propriety software such as Keystone, OnBase, Genesys, Encompass, SWBC, AFR, Mercury, ClassValuation and WireChange. • Strong attention to detail and the ability to maintain confidential information appropriately and exercise discretion, sensitivity, and tact at all times. • Ability to independently manage the details of multiple programs and projects, to track activities and meet deadlines. • Follow policies and procedures; support organization's goals and values; and demonstrated dependability through good attendance and adherence to timeliness and schedules. Interpersonal Skills • Excellent interpersonal and member service skills are required to effectively interact with diverse populations. • Ability to multi-task and work well under pressure with constantly changing priorities. • Intermediate written and verbal communication skills required to facilitate sharing of information with members, staff, and external contacts. • Ability to create an atmosphere which promotes TTCU's Core Values by maintaining a high level of personal integrity, presenting a friendly, enthusiastic, and professional demeanor while providing extraordinary service to members and fostering teamwork among employees. Working Conditions Routinely perform work indoors in climate controlled shared workspace with minimal noise. Must be able to perform job functions independently and work effectively either on own or as part of a team. Must be able to plan own work activity as well as the work activity of others. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively manage multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. Physical Demands Activity Regularly Frequently Occasionally Capable of regular, reliable, and timely attendanceX Preform primarily sedentary work with limited physical exertion, and lifting up to 10lbsX Must be able to operate office equipment including cell phone, telephone, copier, and calculatorsX Must be able to routinely perform work on computer for an average of 6-8 hours per dayX Must be able to work extended hours whenever required or requested by management X Must be capable of climbing / descending stairs in emergency X Travel by automobile X

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Role Overview The Client Operations team serves as a central operational liaison that focuses on oversight and enhancement to the portfolio event process, including onboarding new accounts, terminations, in-kind transfers and modifying existing portfolios. As a Client Operations Specialist, you will closely partner with client management and work cross-functionally to uncover client needs, translate them into actionable plans, and execute accordingly. You will also work on operations-related projects that enhance custodian communication, optimize workflow, and create operational efficiency. Location New York, NY, Austin, TX, or Newport Beach, CA. About You If the following qualities resonate with you, we encourage you to apply for this exciting opportunity. At PIMCO, we offer a dynamic work environment where you will have the chance to make a meaningful impact: * Exceptional Organizational Skills and Resourcefulness: You excel in managing multiple projects with your outstanding organizational and project management abilities. Your critical thinking skills enable you to solve complex problems creatively and resourcefully. Self-motivated, you are committed to excellence, demonstrating attention to detail, and possess strong interpersonal and communication skills. * Adaptability and Collaboration: You thrive in dynamic, fast-paced environments, adept at navigating shifting priorities and ambiguity. Collaboration is key to your approach, as you build positive relationships and work effectively across diverse teams. Your emotional intelligence, adaptability, and resilience equip you to manage unstructured processes and demanding responsibilities successfully. * Integrity and Continuous Learning: Your actions reflect high ethical standards, integrity, and sound judgment, earning you credibility and trust. An intellectually curious individual, you are dedicated to professional development and staying abreast of industry trends. You contribute positively to the work environment and organizational culture, aligning with PIMCO's core values of Collaboration, Openness, Responsibility, and Excellence. Responsibilities The key responsibilities include, but are not limited to: * Oversee the portfolio event process, encompassing onboarding new accounts, managing terminations, facilitating in-kind transfers, and modifying existing portfolios. * Identify opportunities to enhance operational processes and mitigate potential risks. * Collaborate cross-functionally to develop and implement innovative client solutions, while enhancing existing processes to elevate the client experience. * Assist in documenting project phases and preparing summary reports for management review. * Coordinate activities across various departments, including Client Management, Client Servicing, Portfolio Management, Product Management, Legal, Compliance, Funds Administration, Analytics, Performance, and Operations, as well as with external stakeholders such as clients, banks, and transition managers. * Foster a collaborative team environment by building strong relationships and demonstrating how each team member contributes to the overall success of projects. * Engage in all stages of the client portfolio lifecycle, sharing responsibility for key implementation decisions. Qualifications * Minimum of a bachelor's degree required, * Minimum 5 years of professional experience within Client Operations in the financial services industry, preferably focused on fixed income. * Demonstrated knowledge of the portfolio event process. * Working knowledge of economics, fixed income fundamentals, or portfolio management. * Prior experience working in/with Client Management and/or Transitions Management. * Strong project management skills. * Experience automating business processes utilizing workflow automation, business intelligence, or other productivity tools. * Experience in investment operations or with derivatives. PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 100,000.00 - $ 135,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects its dedication to the growth and success of its employees, customers and communities. IBC bank hires talented, creative and dedicated individuals to help our business succeed. We are a company that values leadership, community engagement and relationship building that leads to a culture of excellence. We are currently seeking to fill positions across all business segments. IBC's focus is to be customer centric and strive to provide excellent customer experience. Time Type: Full time This is an in-office position. Department: 200 Commercial Operations Job Summary: The Loan Operations Associates is responsible for supporting the credit administration activities by providing technical, clerical, and administrative support involved in loan operations : ESSENTIAL JOB FUNCTIONS The statements on this job description are intended to describe the general nature of level of work being performed by incumbents. They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents. Serve as primary service representative, supporting both internal and external customers by providing courteous and professional service both in person and on the telephone Enter, update, and verify data within various systems of record Load documents into the imaging system Maintain possessory collateral Prepare release of collateral (release of lien, titles) Add document "ticklers" to the system, enter exceptions, monitor, and clear exception Serve as litigation liaison providing all requested support in a timely manner Prepare loan reports and reporting packets as needed Complete credit verification requests and associated forms Record report charge off accounts on the PCS system Submit Accounts Payable Invoices, order supplies Adhere to all applicable bank policies, procedures, and regulations. Responsible for staying current on job related trends, procedures, regulations, and policies. Other special projects for Credit Administration as assigned SKILLS Must be detail oriented and self-motivated. Possess very strong technical/computer skills Working knowledge of office equipment and troubleshooting. Demonstrate excellent verbal and written communication. Proficient with MS Word, Excel, Access, PowerPoint applications EDUCATION High School Diploma or GED

How will this role impact First Command? First Command was founded in 1958 by a retired military officer who was passionate about helping service members and their families strengthen their financial security. The company is seeking a leader who shares this passion for our mission. This role involves building and maintaining relationships with our field-force, providing product knowledge and support on all our products, and supporting the achievement of sales targets. The Internal Sales Support Specialist works closely with our product and solution leads to track results, follow-up and find opportunities and drive education and production results. What will the employee do in this role? * Plan and execute three (3) proactive calls, one-on-one's, virtual trainings each day. * Enter all activities and cases in Salesforce- the same week they are executed. * Partner with the DSC on a Division Sales Plan using data to accelerate advisor penetration, drive the planning process, and grow sales in protection, investments, and banking. * Lead with the First Command holistic planning process and position solutions in the context of that process and client needs. * Act as an "ambassador" in the home office and with the field for the First Command vision, the holistic planning process, and the Integrated Sales structure and operating model. * Build trust and deep partnerships with District Advisors and advisors. * Build trust and a productive working relationship with your Division Sales Consultant. * Collaborate with the DSCs to deliver a systematic follow-up process for all training workshops, district events and sales meetings etc. Create Salesforce campaigns that align with each of these events. * Partner closely with the Solution-Leads, Product Management, and the Division Sales Consultant to deliver sales strategies to the DAOs, District Advisors and advisors. * Partner closely with the Solution-Leads and the Internal Specialists to leverage opportunity lists of clients, and advisors for in-field sales initiatives. * Partner with the DSCs to leverage the thought leadership and wholesaling horsepower of partner firms to drive sales in the region. * Partner with the DSCs on content for division education workshops and own the follow-up for these events. * Partner with the DSCs on content for District Client events and own the follow-up for these events. * Stay current on industry trends, new product development, and industry best practices. * Source learning and accreditation opportunities that will help expand your subject matter expertise and your sales skills. * Always represent First Command in the highest possible manner and ensure all sales activities comply with industry regulations and company policies. What skills & qualifications do you need? * Should have strong interpersonal and relationship-building skills. They must be able to establish rapport with financial advisors and clients to effectively promote products and services. * A deep understanding of products, funds, or financial services offered by the First Command is crucial. This includes staying updated on product features, benefits, and market trends. * Effective communication is essential for explaining complex financial products in a clear and concise manner. This includes both written and verbal communication skills. * Being able to identify and address client needs, objections, or concerns is a valuable skill in this role. * Analyzing sales data and performance metrics is important for refining sales strategies and identifying areas for improvement. Education * Bachelor's degree in business or finance preferred (EX07 & EX08) and required (EX09) Work Experience EX07 - 1+ years' experience EX08 - 5+ years' experience EX09 - 10+ years' experience * Experience analyzing and reporting on product performance, user feedback, market trends, and competitive analysis. * Experience within the financial services industry is particularly advantageous. Roles such as financial advisor, financial consultant, or junior analyst can provide a strong foundation in understanding investment products and financial markets. * Proficiency in ACE/Sales Support and other emerging technology. * Strong professionalism and ethical foundation. Certifications * Series 6, 63, 65, and Life and Heath (EX07-EX09) Required Knowledge, Skills and Abilities * Any experience that provides in-depth knowledge of the specific investment products or financial services offered by the hiring organization is a significant advantage. * Experience in roles that require strong customer service and interpersonal skills is beneficial. Customer service representatives, client relationship managers, or similar positions can help develop the necessary client-facing skills. * Experience working in cross-functional teams or roles that require collaboration. * Prior experience in sales is highly valuable. #LI-NC1 #LI-Hybrid 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation

How will this role impact First Command? First Command was founded in 1958 by a retired military officer who was passionate about helping service members and their families strengthen their financial security. The company is seeking a leader who shares this passion for our mission. This role involves building and maintaining relationships with our field-force, providing product knowledge and support on all our products, and supporting the achievement of sales targets. The Internal Sales Support Specialist works closely with our product and solution leads to track results, follow-up and find opportunities and drive education and production results. What will the employee do in this role? Plan and execute three (3) proactive calls, one-on-one's, virtual trainings each day. Enter all activities and cases in Salesforce- the same week they are executed. Partner with the DSC on a Division Sales Plan using data to accelerate advisor penetration, drive the planning process, and grow sales in protection, investments, and banking. Lead with the First Command holistic planning process and position solutions in the context of that process and client needs. Act as an “ambassador” in the home office and with the field for the First Command vision, the holistic planning process, and the Integrated Sales structure and operating model. Build trust and deep partnerships with District Advisors and advisors. Build trust and a productive working relationship with your Division Sales Consultant. Collaborate with the DSCs to deliver a systematic follow-up process for all training workshops, district events and sales meetings etc. Create Salesforce campaigns that align with each of these events. Partner closely with the Solution-Leads, Product Management, and the Division Sales Consultant to deliver sales strategies to the DAOs, District Advisors and advisors. Partner closely with the Solution-Leads and the Internal Specialists to leverage opportunity lists of clients, and advisors for in-field sales initiatives. Partner with the DSCs to leverage the thought leadership and wholesaling horsepower of partner firms to drive sales in the region. Partner with the DSCs on content for division education workshops and own the follow-up for these events. Partner with the DSCs on content for District Client events and own the follow-up for these events. Stay current on industry trends, new product development, and industry best practices. Source learning and accreditation opportunities that will help expand your subject matter expertise and your sales skills. Always represent First Command in the highest possible manner and ensure all sales activities comply with industry regulations and company policies. What skills & qualifications do you need? Should have strong interpersonal and relationship-building skills. They must be able to establish rapport with financial advisors and clients to effectively promote products and services. A deep understanding of products, funds, or financial services offered by the First Command is crucial. This includes staying updated on product features, benefits, and market trends. Effective communication is essential for explaining complex financial products in a clear and concise manner. This includes both written and verbal communication skills. Being able to identify and address client needs, objections, or concerns is a valuable skill in this role. Analyzing sales data and performance metrics is important for refining sales strategies and identifying areas for improvement. Education Bachelor's degree in business or finance preferred (EX07 & EX08) and required (EX09) Work Experience EX07 - 1+ years' experience EX08 - 5+ years' experience EX09 - 10+ years' experience Experience analyzing and reporting on product performance, user feedback, market trends, and competitive analysis. Experience within the financial services industry is particularly advantageous. Roles such as financial advisor, financial consultant, or junior analyst can provide a strong foundation in understanding investment products and financial markets. Proficiency in ACE/Sales Support and other emerging technology. Strong professionalism and ethical foundation. Certifications Series 6, 63, 65, and Life and Heath (EX07-EX09) Required Knowledge, Skills and Abilities Any experience that provides in-depth knowledge of the specific investment products or financial services offered by the hiring organization is a significant advantage. Experience in roles that require strong customer service and interpersonal skills is beneficial. Customer service representatives, client relationship managers, or similar positions can help develop the necessary client-facing skills. Experience working in cross-functional teams or roles that require collaboration. Prior experience in sales is highly valuable. #LI-NC1 #LI-Hybrid

The GTC New Business Specialist is responsible for ensuring the timeliness and accuracy of new account documentation and incoming transfers are processed. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Sets up new IRA, Escrow, Bond Proceeds and Gamma accounts. This duty is performed as needed. 2. Processes all incoming transfers, rollovers, and In-Kind requests. This duty is performed as needed. 3. Ensures all CIP/guidelines are followed per regulations. This duty is performed daily. 4. Reviews edit list for check's received and posted and ensure pending documents can be completed. This duty is performed daily. 5. Collects and maintains deceased account documentation and prepare checklist. This duty is performed as needed. 6. Communicates with Brokers and clients regarding problems or issues with paperwork. This duty is performed daily. 7. Conducts follow-up calls on pending incoming transfers. This duty is performed as needed. 8. Completes weekly tracking log report. This duty is performed weekly. 9. Conducts quality control on recently established new accounts and transfer processes. This duty is performed as needed. 10. Completes required BSA/AML training and other compliance training as assigned. This duty is performed quarterly. 11. The ability to work in a constant state of alertness and in a safe manner. This duty is performed daily. 12. Perform any other related duties as required or assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION AND EXPERIENCE High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc, plus 7 to 11 months related experience and/or training, or equivalent combination of education and experience. COMMUNICATION SKILLS Ability to read and understand simple instructions, short correspondence, notes, letters and memos; ability to write simple correspondence. ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence. ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization. ability to read, analyze, and understand general business/company related articles and professional journals; ability to speak effectively before groups of customers or employees. MATHEMATICAL SKILLS Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs. CRITICAL THINKING SKILLS Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature. REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS Not indicated. PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS Not indicated. SOFTWARE SKILLS REQUIRED Basic: 10-Key, Accounting, Programming Languages, Word Processing/Typing WORKING CONDITIONS Normal working conditions as found within an office setting, wherein there is controlled temperature and a low noise level, plus a minimum of distractions. ENVIRONMENTAL CONDITIONS The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet. PHYSICAL ACTIVITIES The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations. Moderate diversity, low physical. Work activities which allow for a moderate amount of diversity in the performance of tasks which are not as varied as those positions with high-level diversity and decision-making. While performing the functions of this job, the employee is regularly required to talk or hear; frequently required to walk, sit, use hands to finger, handle, or feel; and occasionally required to stand, reach with hands and arms, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. ADDITIONAL INFORMATION Not indicated.