Understanding customers' unique needs and recommending appropriate ACE products and services. Communicating effectively with customers, empathizing with their challenges, and building trust. Providing exceptional customer service to foster lasting re Sales Associate, Part Time, Associate, Sales, Retail
* Providing legal support to Agency Finance as a trusted advisor and strategic partner to the transaction teams and other internal partners* Partnering with Agency Finance business partners, Risk and Compliance to evaluate GSE and/or FHA program requirements and develop policies and procedures for compliance, monitoring and reporting* Tracking and managing negotiation of sub-servicing documentation in connection with Freddie Mac securitizations and assist with interpretation of sub-servicing obligations for existing securitizations from an asset management and servicing perspective* Engaging and overseeing outside legal counsel in an effective and efficient manner* Partnering collaboratively with other internal counsel and business teams in the Commercial Bank and across the enterprise* Advising Commercial Bank business partners on communications with external parties, including customers, regulators, partners, industry trade groups and outside law firms* Providing thought and strategic leadership on relevant industry and regulatory developments* Leading projects such as the development of negotiation guidelines and training sessions* Partnering with the Operations team to drive process improvements* Juris Doctor from an accredited law school* Active member in good standing of at least one state bar* At least 4 years of experience as an attorney in a law firm, at a government agency, as a military judge advocate or as in-house counsel* At least 2 years of legal counsel experience focusing on multifamily agency finance transactions* 5+ years of experience in a law firm, in-house legal department, or a combination with a focus on multifamily agency finance transactions (working with Fannie Mae and/or Freddie Mac related transactions)* Working knowledge of commercial real estate lending issues involving title insurance, surveys, zoning, and flood, casualty/liability insurance* Excellent oral and written communication skills* Strong ability to quickly understand the business needs and partner with the business Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
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At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Part-Time Customer Retention Representative? Globe Life is looking for a Part-Time Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This remote position offers evening shifts, Monday through Friday, and requires a 4-hour shift on Saturday between 8:00 am and 2:00 pm Central Time Zone.
What You Will Do:
Inbound Call Support: Handle incoming calls from policyholders returning a call from our outbound efforts (voicemail, text message, and/or email) and working to understand their needs to explore retention options.
Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policyholder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs), including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
High school diploma or equivalent.
Basic Microsoft Office Skills, including Word, Excel, and Outlook.
Minimum Typing speed of 30 wpm.
Experience in a call center environment preferred.
Some experience in insurance and/or sales is preferred.
Excellent verbal and written communication skills.
Ability to solve complex policyholder issues with a positive attitude.
Ability to work in a fast-paced environment and work well under pressure.
Knowledge of life and/or health insurance terminology preferred.
$62k-109k yearly est. 60d+ ago
Private Event Sales Manager
Groundfloor 2.9
Los Angeles, CA jobs
Groundfloor is a member-led neighborhood space designed for people who want a dependable place to work alongside others, without forced networking or constant programming. Our spaces are calm, well-run, and flexible - which also makes them a strong fit for the right kinds of private rentals and events.
Overview
We're looking for a self-directed Private Events Sales Manager to own and grow private event and rental bookings for our Echo Park, Los Angeles location. This is a commission-based, part-time role built for someone who values autonomy, flexibility, and meaningful upside.
You will run this channel as your own business within Groundfloor. You'll own the full sales cycle, from lead generation through closing and coordination, with clear ownership over performance and results.
What You'll Do
Private Events & Rentals
Own and grow private event and rental revenue for the LA location
Proactively source leads through outreach, partnerships, referrals, and creative prospecting
Manage the full booking process from first inquiry through signed agreement
Qualify clients and clearly communicate space constraints and expectations
Maintain a simple pipeline and forecast bookings
Coordinate with the Groundfloor team to ensure smooth execution of rentals
Be on-site for select private rentals to support setup, hosting, and handoff
Who This Is For
Experience in event sales, venue rentals, hospitality, or a related field
Entrepreneurial mindset and comfort owning revenue outcomes
Highly self-directed with strong follow-through
Confident representing the brand in person and setting boundaries with clients
Motivated by commission, independence, and performance-based growth
Compensation
This is a performance-based, commission-only role with uncapped upside. Your earnings scale directly with the revenue you generate.
Private Events
30% commission on all private event and rental bookings you close
Example:
$10,000 in bookings = $3,000 commission
$20,000 in bookings = $6,000 commission
$30,000 in bookings = $9,000 commission
Our target is $30K+ in monthly private event bookings, which represents approximately $9,000/month in commission from events alone.
Schedule & Structure
Part-time, commission-based
Flexible, self-directed hours
On-site for private rentals as needed
Fully remote outside of on-site responsibilities
Los Angeles-based
Perks
Free Groundfloor membership
Full ownership over a revenue channel
Flexible schedule with real autonomy
High-upside commission structure
Opportunity to help shape how private events scale across future Groundfloor locations
$30k yearly 2d ago
Financial Advisor
BMO (Bank of Montreal 4.7
Wisconsin jobs
Application Deadline: 01/30/2026 Address: VIRTUAL(U)13 - HomeRes - IL Job Family Group: Wealth Sales & Service * This is a 100% remote opportunity! * Work Schedule: Monday - Friday, Operating hours are 10 am - 7 pm Central Time (schedule is mostly flexible throughout the week, however you must be available to work the 10-7pm CST shift as needed)
* Licensed Position: Active Series 7, 66 or 7,63+65 and Life and Health are Required for this role
Financial Advisor
This role is accountable to invoke trust and build strong client relationships, determine individual investment needs and provide professional, customized advice to ensure client's financial goals are met. You will provide a superior client onboarding experience, actively reviewing client portfolios and preparing and presenting appropriate investment solutions by leveraging various tools provided by the bank. Being the first point of client contact, the Financial Advisor's core mandate is to provide investment recommendations based of client suitability, time frame and goals. The Financial Advisor has the ultimate goal of building and solidifying customer loyalty while deepening client relationships.
Customer
* Understanding financial markets and recognize when to provide clients advice
* Builds trust and strong customer relationships by educating them on acceptable risks and performance expectations that help them achieve their financial goals.
* Maintains excellent client relationships and creates customized action plans to assist customers to achieve their financial goals.
* Investment product subject matter expert (15 product categories)
* Mutual Funds
* Annuities
* Managed Accounts
* Marked Linked CDs
* Unit Investment Trust
* Retirement planning
* Fee Based Account annual reviews
Financial
* Responsible for the continued growth of the portfolio
* Meet monthly sales goal
* Outside Asset Gathering (i.e., prospecting from existing and net new clients)
* Advice on Maturities
* Uncovering uninvested opportunities
Asset Retention
Manage direct client relationships and maintaining a group of clients with total assets of $100MM
Risk
* Adhering to internal and FINRA (Financial Industry Regulatory Authority) Audit requirements
* The Advisor is to act as the gatekeeper and is responsible for various approvals in order to satisfy industry regulators
Financial Advice
* Investment Reviews
* Developing Financial Plans
* Solution Positioning
* Protecting client Personal Information
AML (Anti Money Laundering)
* Implementing further AML requirements on house and assigned accounts
Trading
* Accuracy
* Discipline order/confirmation
* Determine need for the trade
* Adhere to (BIC) Best Interest Contract for every recommendation
* Be current and adapting the constantly changing regulatory environment
* Possess strong knowledge and act as resource on software including LPL's ClientWorks, SalesForce, and Moneyguide-Pro
Accountabilities / Decision Making / Scope & Impact
* Decision Making -- Provide investment recommendations based off client suitability, time frame, and goals
* Provides wealth and investment-related sales and service to BMO customers or prospects. Understands customer needs to provide wealth and investment advice, strategies, and products in the best interest of the customer.
* Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups.
* Understanding and ability to explain Cost Basis, Tax documents, IRA (Individual Retirement Account) RMD (Required Minimum Distribution) withdrawals and early withdrawal penalties
* Attest to client accounts and all regulatory sign offs
* Influence - Authority to impact Investment Advice in accordance with the BIS offer and applicable securities regulations
* This role has direct impact on the achievement of key business unit objectives
Knowledge and Skills
* University Degree with a minimum of 3-5 years of financial industry experience
* Series 7 and 66 or (7, 63 and 65) and insurance licenses (life and health)
* U4 clear background check requirements
* Continuing Education - FINRA and BMO administered
Why you'll love growing your career here
* Customizable benefits, and performance bonuses
* Work in a digitally focused environment where you'll use innovative tools
* Strengthen your skillsets with access to professional tools, resources, in-depth training and ongoing manager support
* As North American's eighth largest bank serving customers for 200+ years, connect with thousands of employees to build your professional network and explore more opportunities
Salary:
$46,000.00 - $85,200.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$46k-85.2k yearly Auto-Apply 3d ago
Customer Consultant I - 19 hours (Hybrid)
Ion Bank 3.7
Naugatuck, CT jobs
Job Type: Hourly, Part Time, 19 hours - Hybrid Schedule: Wednesday, Thursday, Friday 3:00PM to 8:00PM Saturday 10:00AM to 2:00PM
Who We are:
At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day.
As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community!
Who we are seeking for this role:
The ideal candidate will demonstrate and encourage high standards of behavior that is consistent with Ion's service Philosophy of Safety & Security, Accuracy, Responsiveness, Friendly, Personalized Service. Consistently demonstrates a strong commitment to Ion, willing to go “above and beyond” whenever necessary. This individual thrives in an environment that encourage teamwork and promotes inclusion by working with a variety of people.
As a Customer Consultant 1 you are responsible for:
The delivery, via alternative delivery systems, the Bank's products, and services to potential and existing customers to maximize profitability, competitiveness, and growth of the company by effectively implementing the company service standards. Perform financial transactions accurately and effectively while adhering to set policies and procedures. Maintain and apply a working knowledge of all applicable banking regulations.
Responsibilities:
Employee is required to attend work.
Ensure company service standards are continually achieved in area of responsibility.
Project a positive and highly professional image of the Bank by providing high quality customer service.
Recognize and assume responsibility for contributing to the Bank's strategic growth and service goals through excellent customer service, product knowledge and product referrals.
Stays current on policies and procedures to limit the number of times customers are transferred to another department and to perform transactions accurately.
Keeps current on changes in technology and alternative delivery methods.
Achieve established goals for the department.
Analyze the best product to meet the needs of the customer, explains, and offers the product to the customer.
Respond to customer inquiries for information and help to resolve customer questions/issues in a courteous and timely manner.
Conduct installment and secured loan interviews. Completes phone application with caller. Process application on computer.
Assist customers in their financial planning by making referrals to our business partners, including but not limited to our Investment, Insurance and Lending teams.
Maintain a daily record of all customer contact, sales and other necessary data for report generation and follow-up.
Receive, verify, and process through the PC customer transactions.
Recognize and properly report all fraudulent, counterfeit, or suspicious activity by customers or employees to the security department.
Verify specific customer information to ensure accurate processing and to prevent misuse or intentional fraud.
Balance daily work.
Maintain 20 customers per hour average volume while adhering to industry standards as it relates to specific goals.
Ensure activities within assigned functional area of responsibility follow Bank policy, and State and Federal Regulations
Education and Qualifications:
A High School diploma is required, along with additional college coursework or bank-related training.
Candidates must have a minimum of 1 year of banking experience, plus at least 2 years of sales and customer service experience-or a comparable combination of education and experience. Familiarity with financial terminology, banking systems, and various payment delivery options is essential.
Benefits:
401k and Employer Match
Life Insurance
Disability
Educational Assistance
Wellness Programs
Employee Assistance Program
15 Paid Time Off Days (Will be tailored to level)
12 Paid Holidays
Job Shadowing
Volunteer Opportunities
Ion Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or veteran status.
$53k-79k yearly est. 12d ago
Network Engineering Intern
Commonwealth of Massachusetts 4.7
Chelsea, MA jobs
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The Executive Office of Technology Services and Security (EOTSS) is the lead enterprise technology organization for the Commonwealth of Massachusetts. Charged with driving the ongoing alignment of business and technology across the Commonwealth's Executive Branch, EOTSS oversees and manages the enterprise technology, digital infrastructure and services, as well as the Commonwealth Security Operations Center and an enterprise Standard Operating Environment that includes an information security and risk management framework for over 125 state agencies and over 43,000 state employees. We directly serve our constituents by providing digital services and tools that enable taxpayers, drivers, businesses, visitors, families and other citizens to do business with the Commonwealth in a way that makes every interaction with government easier, faster, and more secure.
Our Mission: We provide technology leadership across the Commonwealth to enhance the quality of public service and foster positive community outcomes.
About the Role
EOTSS is seeking to hire a Network Engineer Intern to join the EOTSS Network Engineering Team. The EOTSS Networking Engineering Team provides reliable Network Services and support to all Commonwealth of Massachusetts customers. The networking services provided by the team include network design, implementation, installation, and management. The Network Engineering Team is especially skilled in and specializes in complex routing configurations, wireless networking, and the use of Visio for creating diagrams in support of the infrastructure. The team provides Tier two support to the Network Operations Team and routinely joins Major Incident conference bridges to help with troubleshooting incidents to their resolution.
The Network Engineer Intern will learn what it is like to be part of day-to-day operations. The intern will observe and participate in various incidents and change management processes. The intern will also have exposure to documentation and diagram updates. The intern will work closely with our Network Analysts and Network Engineers with asset inventory reconciliation.
The primary work location for this role will be 200 Arlington Street Chelsea, Massachusetts 02150. The work schedule for this position is Monday through Friday, 8\:00AM to 4\:00PM EST. This position would be expected to follow a hybrid model of reporting to work that combines in-office workdays and work from home days as needed.
This internship is a part-time opportunity, requiring approximately 22.5 hours per week, though we are open to considering candidates interested in a greater commitment. Applicants must be currently enrolled students at a higher education institution.
Preferred Skills & Qualifications
Understanding of TCP IP (IP addressing)
Understanding of network concepts
Local Area Networks (LAN)
Wide Area Networks (WAN)
Network Management
Basic security networking concepts
Working knowledge/experience with Microsoft Office Suite and Office 365
Analytical and problem-solving abilities
Customer service skills
Excellent communication and writing skills
Self-motivated and ability to learn quickly
Ability to prioritize work/specific incidents
All offers of employment into this position are conditional and subject to passing\: a Massachusetts Criminal Background Check (CORI); a security clearance (fingerprinting) consistent with IRS and/or public safety requirements; and security training.
First consideration will be given to those applicants that apply within the first 14 days.
Please see Preferred Qualifications.
Comprehensive Benefits
When you embark on a career with the Commonwealth, you are offered an outstanding suite of employee benefits that add to the overall value of your compensation package. We take pride in providing a work experience that supports you, your loved ones, and your future.
Want the specifics? Explore our Employee Benefits and Rewards!
An Equal Opportunity / Affirmative Action Employer. Females, minorities, veterans, and persons with disabilities are strongly encouraged to apply.
The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC) may self-select out of opportunities if they don't meet 100% of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role.
$59k-71k yearly est. Auto-Apply 34d ago
Part Time Mortgage Underwriter - In Office
National Mortgage Staffing 3.9
Mentor, OH jobs
Mortgage Underwriter
Schedule: Part-Time - 16 hours per week
Work Days: Monday & Tuesday or Thursday & Friday
Compensation: $70,000 annually (prorated)
Our client is seeking a part-time Mortgage Underwriter to support increased production volume within their mortgage department. This role is responsible for evaluating and decisioning mortgage loan applications in compliance with established policies, FNMA guidelines, and applicable government regulations.
Key Responsibilities:
• Review and evaluate mortgage loan files to ensure borrower, property, and loan terms meet underwriting standards
• Approve, suspend, or decline loan applications based on guidelines
• Review documentation including 1003 and 1008 forms, title reports, trust documentation, and insurance policies
• Ensure closing documents are complete, accurate, and compliant within required timeframes
• Communicate underwriting decisions clearly and professionally to all involved parties
• Maintain strict adherence to regulatory and internal compliance standards
• Respond to messages and correspondence within 24 hours
• Meet established quality and productivity expectations
Qualifications:
• Minimum 2 years of mortgage underwriting experience or related lending role
• Working knowledge of FNMA underwriting guidelines
• Strong communication and organizational skills
• Proficiency with underwriting systems such as Desktop Underwriter (DU)
• Ability to work on-site and maintain consistent part-time schedule
National Mortgage Staffing does not set the requirements for this role. All criteria is established by the hiring company.
Thank you for your interest!
If your background aligns with our clients needs, one of our Recruiters will reach out. Please Check your spam folder and voicemail for messages from our recruiters.
Unfortunately due to high volumes of applicants, we may not be able to respond to those who are not a fit. If you do not hear from us regarding this application, please know we do appreciate your interest and encourage you to continue to keep an eye on our website for new opportunities.
$70k yearly 2d ago
Teller I - Part Time
Killbuck Savings Bank Co 3.9
Howard, OH jobs
Part-time Description
Provides friendly, efficient, positive service and assistance to customers by serving as a paying and receiving teller, accepting deposits and cash/non-cash transactions and is responsible for assigned cash daily.
Requirements
Cash checks and pay out money per the Bank's policy on Large Withdrawals after verification of signature and customer balances
Receive checks and cash for deposit, verify amount and examine checks for endorsement
Accurately process loan payments and line of credit advances
Order daily supply of cash, verify and restrap appropriately
Balance assigned currency and coin at the end of the business day
Explain, promote, or sell products or services such as money orders, cashier's checks and charge card cash advances
Collect utility payments, Visa or MasterCard payments, safety deposit box rent
Record night deposit transactions
Close checking, savings accounts and CDs
Transfer funds between checking and savings accounts
Process deposits to checking, savings and Christmas club accounts
Process requests for wire transfers, stop payments or placing a hold on deposits
Place check orders at customer request
Updated 050823
EOE
$30k-36k yearly est. 60d+ ago
Senior Managing Consultant, Services Business Development
Mastercard 4.7
San Juan, PR jobs
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Title and Summary
Senior Managing Consultant, Services Business Development
Mastercard Data & Services (D&S), the professional services arm of Mastercard, provides payments-focused consultancy services to financial institutions, governments, and merchants worldwide. With unique category expertise, a deep understanding of customer needs, and a successful track record in addressing complex challenges throughout the payment lifecycle, Mastercard D&S addresses clients' challenges and opportunities, enhances Mastercard's strategic and tactical performance, and establishes Mastercard as a global thought leader.
Role Description and Major Responsibilities:
The Senior Managing Consultant (SMC) is responsible for selling and supporting the delivery of projects. In addition, the SMC manages the day-to-day relationship with clients and Mastercard internal stakeholders, helps to control the quality of the deliverables, and develops & delivers presentations.
The candidate should be able to, from a sales & relationship perspective:
* Engage in effective working relationships with internal and external clients
* Capture clients' implicit business needs in addition to articulated requests and identifying the most critical aspects of the problem to be solved
* Lead formal and informal pitches, from "storyboarding" through direct presentations, and create concise, persuasive written materials tailored to the "level" of the audience
* Effectively manage a pipeline of proposals from early lead stages through to signature
* Deliver on the numbers
* Take a leading role in supporting major Mastercard deals, including RFP deal and cross-selling of value-added services (within and beyond Mastercard Data & Services)
* Proactively seek new knowledge and skills and facilitate the development of intellectual capital
The candidate should be able to, from a project perspective:
* Coach and provide feedback to junior resources
* Support the project team in:
o Problem-solving efforts and structuring project work plan
o Formulating, articulating, and prioritizing project activities
o Creating and delivering concise, persuasive, and compelling presentations
o Overseeing the accuracy, quality, and timeliness of analyses
o Developing conclusions and recommendations
Experience
* Undergraduate degree required
* MBA or relevant post-graduate degree required
* Strong commercially/business development-oriented experience
* Strong relationship management skills
* Technical fluency (i.e., comfortable with technology solutions, able to discuss trends and simplify concepts)
* Work experience in management consulting firm preferred
* Experience in managing projects and teams
* Payments industry experience desirable
* Ability to work on a team or independently, and to influence and build consensus
* Ability to multi-task in a fast-paced, deadline-driven environment
* Excellent verbal and written communication skills
* Fluency in Spanish and English
Due to COVID-19, most of our employees are working from home. As a result, we've implemented a virtual hiring process, interview candidates by phone or video, and are onboarding new hires remotely. We value the safety of each member of our community because we know we're all in this together.
Mastercard is an inclusive Equal Employment Opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law.
Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
Corporate Security Responsibility
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
* Abide by Mastercard's security policies and practices;
* Ensure the confidentiality and integrity of the information being accessed;
* Report any suspected information security violation or breach, and
* Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
$70k-76k yearly est. Auto-Apply 25d ago
Sr. Life Insurance Underwriter (Remote)
Globe Life and Accident Insurance Company 4.6
Remote
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Sr. Life Insurance Underwriter? Globe Life is actively networking with experienced Sr. Life Insurance Underwriters who are open to new opportunities!
In this role, you will be responsible for evaluating life insurance applications, making critical decisions on risk selection, and determining whether to issue standard rates or decline applications. Guided by underwriting standards and written guidelines, you'll implement underwriting policies and procedures to efficiently process new business while also collaborating with other departments.
This is a remote / work-from-home position.
What You Will Do:
Screen life insurance applications, including trial applications, to select risks and determine standard, rate, or reject disposition.
Implement underwriting policies and procedures for new business processing and other department processes.
Utilize Swiss Re Underwriting manual and internal company notes to implement medical guidelines.
Report and interpret MIB codes, as well as evaluate results of oral saliva tests and agent verification calls.
Review and assess motor vehicle records (MVRs), prescription histories (Rx), medical records (APSs), and paramedical exams/lab results.
Respond to customer inquiries regarding dispositions and evaluate health information received with add-ons, modifications, and reinstatements.
Act as the underwriting contact for top-level Agents for information and escalated issues, handling sensitive cases and positive drug screens.
Manage aging cases and referrals from other underwriters and screeners.
Assist in training underwriters and screeners and support other necessary underwriting areas as directed by department management.
What You Can Bring:
Some college coursework; Bachelor's degree preferred; will consider 5+ years of life insurance experience in place of a degree.
Required certifications: LOMA 280/281, LOMA 290/291; pursuit of FLMI preferred; consideration given to other industry courses.
Mandatory certification in LOMA Underwriting (UND) and knowledge of medical terminology.
Minimum of 3 years' experience in an Underwriter role or above.
Daily application of critical thinking and complex problem-solving skills.
Strong verbal and written communication skills.
Proficiency in PC skills, including Excel, MS Word, and MS Outlook; familiarity with MS Access is a plus.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
Competitive compensation designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
$49k-86k yearly est. Auto-Apply 20d ago
Loan Specialists
Maharaja Enterprises 4.1
Dallas, GA jobs
IT'S TIME FOR A CHANGE, START 2024 OFF THE RIGHT WAY
Maharaja Enterprises LLC - Creative Financing Experts
Commision Based Pay: 2 points per funding secured
Maharaja Enterprises LLC in Dallas, GA is looking for one Mortgage Loan Originator Specialist to join our strong team. Our ideal candidate is attentive, ambitious, and hard-working.
Mortgage Loan Originator Specialist (Full-time/Part-time):
As a Mortgage Loan Originator Specialist at Maharaja Enterprises, your responsibilities will include:
Client Relationship Management: Build and maintain strong relationships with clients, including borrowers, real estate agents, and other industry professionals.
Lead Generation: Generate leads for mortgage loan origination through various channels, including networking, referrals, and marketing strategies.
Loan Application Process: Guide borrowers through the mortgage loan application process, including collecting necessary documentation, assisting with the completion of application forms, and ensuring compliance with lending requirements.
Pre-Qualification and Pre-Approval: Evaluate borrowers' financial profiles, review credit reports, income documents, and other relevant information to determine their eligibility for mortgage financing. Provide pre-qualification and pre-approval letters to qualified borrowers.
Mortgage Product Knowledge: Stay up-to-date with the latest mortgage products, interest rates, and lending guidelines. Educate borrowers on the different loan options available and help them select the most suitable mortgage program for their needs.
Financial Analysis: Analyze borrowers' financial information, including income, assets, and debts, to assess their creditworthiness and ability to repay the loan. Make recommendations based on the analysis and assist in finding suitable loan solutions.
Loan Origination and Documentation: Prepare loan packages, including completed applications, credit reports, income documentation, and other required forms. Submit loan applications to underwriting for approval and ensure all necessary documents are in order.
Communication and Support: Act as a point of contact for borrowers throughout the loan origination process, providing regular updates, answering questions, and addressing any concerns. Coordinate with internal teams, such as underwriters and processors, to ensure a smooth and timely loan closing.
Compliance and Regulations: Adhere to all applicable lending regulations, including those set by federal, state, and local authorities. Ensure that all loan origination activities are in compliance with the relevant laws and regulations.
Sales and Business Development: Continuously seek opportunities to expand Maharaja Enterprises' mortgage loan origination business by developing relationships with new referral sources, attending industry events, and implementing marketing strategies.
Performance Metrics: Meet or exceed sales goals and performance targets set by the company. Maintain accurate records of loan origination activities and provide regular reports to management.
Professional Development: Stay informed about industry trends, changes in lending practices, and new mortgage loan programs. Continuously enhance knowledge and skills through training, workshops, and professional development opportunities.
As a Mortgage Loan Originator Specialist, you will play a crucial role in helping borrowers secure financing for their real estate transactions. Your expertise in mortgage lending, client management, and adherence to regulatory requirements will contribute to the overall success of Maharaja Enterprises' mortgage loan origination business.
Experience:
- Experience as a Mortgage Loan Originator or similar role
- Strong knowledge of mortgage products, including conventional loans, FHA loans, VA loans, and jumbo loans
- Familiarity with escrow processes and procedures
- Excellent math skills for calculating loan amounts, interest rates, and monthly payments
- Proficient in using 10-key typing for accurate data entry
- Ability to read and interpret complex financial documents, such as tax returns and bank statements
- Strong communication skills to effectively explain loan options and requirements to borrowers
- Detail-oriented with the ability to review contracts and identify potential issues or discrepancies
Imagine a vibrant and dynamic environment where countless leads await you. Our system is brimming with potential opportunities, and we continue to add more each day. But that's not all. We believe in setting you up for success. You will have access to a plethora of leads, receive comprehensive sales training on a daily basis, experience personal growth as an investor (as we grow, so do you), and have the incredible opportunity to earn while you learn the intricacies of real estate. And let's not forget our exceptional disposition team, passionately selling deals nationwide!
However, here's the reality: Compensation: Commission based. Earning potential is unlimited! This business only thrives if you are willing to put in the work. Our motto is simple, yet powerful: EAT WHAT YOU KILL. If you lack self-motivation, hunger for success, and the willingness to learn and collaborate with like-minded individuals, then we are not the right fit for you. Please do not fill out the application if you cannot commit to this level of dedication.
But if this resonates with your entrepreneurial spirit and you are ready to put in the effort to master this business and achieve remarkable financial rewards, then look no further! Take that first step towards an extraordinary future by filling out our application
We are looking forward to reading your application.
Job Types: Full-time, Part-time, Temporary, Internship
Pay: Commission
Benefits:
Employee assistance program
Employee discount
Flexible schedule
Professional development assistance
Work from home
Experience level:
No experience needed
Schedule:
Choose your own hours
Monday to Friday
Weekend availability
Experience:
work (Preferred)
Work Location: Remote
Note: This job description is intended to provide a general overview of the position. Duties and responsibilities may vary depending on the specific needs of the company.
Job Types: Contract, Part-time, Full-time
Benefits:
Flexible schedule
Professional development assistance
Schedule:
10 hour shift
12 hour shift
4 hour shift
8 hour shift
Choose your own hours
Day shift
Monday to Friday
Night shift
Supplemental pay types:
Commission pay
Experience:
Sales (Preferred)
Loan origination (Preferred)
Fair Housing regulations (Preferred)
Work Location: Remote
Job City
Dallas,GA.
State
Georgia
Country USA Job Name Loan Specialist
$28k-54k yearly est. 60d+ ago
Financial Analyst - Corporate Forecast (Hybrid)
Globe Life Inc. 4.6
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Financial Analyst - Corporate Forecast? Globe Life is looking for a Financial Analyst - Corporate Forecast to join the team!
In this role, you will be responsible for developing and maintaining complex financial models based on an assessment and understanding of key drivers and assumptions. You will generate financial reports, presentations, monthly and quarterly reviews, and related analysis for executive management, Globe Life's Board of Directors, and other stakeholders.
Additionally, you will evaluate the financial impact of key strategic initiatives and serve as the finance lead for projects. This includes developing financial business cases, maintaining financial oversight, advising operations, and supporting the development of appropriate KPIs, baseline projections, progress tracking, and reporting to drive accountability.
This is a hybrid position located in McKinney, Texas.
What You Will Do:
* Work closely with Accounting, Actuarial, Tax, and Investments to model and consolidate the Annual Operating Summary and quarterly revisions for earnings guidance.
* Develop and maintain complex financial models that support the annual operating plan, forecast, reporting, and analysis for corporate earnings guidance.
* Coordinate variance analysis, financial assessment, and trend analysis of the business in support of long-term forecast.
* Identify, design, and implement enhancements to existing forecasting and reporting processes and systems.
* Support the development of corporate strategic business analysis and insights for executive talking points.
* Develop capital planning models, reports, and templates.
* Partner with business operations to develop the financial business case supporting capital investments and allocation of resources, and measure the impact using IRR, NPV, and ROI.
* Support the development and implementation of the processes, templates, and governance around financial business case development, KPIs, executive reporting, and progress tracking.
* Build out and maintain financial models to assess the financial impact of investments/initiatives under various scenarios, and assist business units in analyzing and quantifying the risks and opportunities.
* Maintain financial oversight and provide recommendations on financial issues to the relevant business unit(s).
* Develop and maintain a comprehensive understanding of the corporate strategic initiatives, priorities, and key business issues.
* Serve as an active member of project/initiative teams - capturing financial assumptions and offering a financial perspective to project issues/challenges to drive outcomes.
* Collaborates with other finance team members to ensure the annual operating plan and strategic projections accurately reflect the status of large-scale enterprise initiatives.
* Identify and recommend process improvements that significantly reduce workloads and reporting redundancies.
* Develop the financial business cases for presentation to senior leadership.
* Maintain reporting/tracking of key metrics for strategic initiatives to drive accountability for expected outcomes/results.
* Mentor and train other members of the Corporate Financial Planning & Analysis team.
* Ad hoc analysis and special projects involving systemic improvements, expense deep dives, and implementation of corporate policies and other projects to support key strategic initiatives.
What You Can Bring:
* Bachelor's degree in Finance, Accounting, or Economics with progressive technical and operational business experience.
* 2+ years of relevant work experience in a public company, working in corporate finance, preferably within the insurance or financial services industry.
* Holding or actively working towards a CPA, CFA, or MBA is a plus.
* Demonstrated knowledge of corporate financial planning, reporting, and analysis.
* Proven analytical skills and financial modeling experience with the ability to collect, organize, analyze, and disseminate information with attention to detail and accuracy.
* Proven experience in building complex financial models that forecast a company's income statement, balance sheet, and cash flow.
* Proven ability to manage multiple tasks and projects simultaneously, to prioritize and meet deadlines.
* Balances data and information, making decisions based on both a sense of what is correct and logical.
* Ability to clearly communicate compelling messages to senior leaders and partners.
* Strong interpersonal skills and the ability to easily build effective relationships with senior management to become a trusted advisor/partner of the business.
* Demonstrates strong initiative with the ability to work independently, identify issues, and succinctly present solutions.
* Balances a high sense of urgency with presenting detailed and accurate financial information.
* Takes initiative and is not satisfied with the status quo.
* Leads and actively participates in team meetings and is involved in developing individual and team project plans.
* Demonstrates a willingness to persist when faced with obstacles or adversity.
* Willingness to accommodate the rigor of the annual and quarterly reporting cycle.
* Expert-level Microsoft Excel with an aptitude in financial modeling, planning systems, and reporting for analysis.
* Experience with corporate performance management software solutions Anaplan is a plus.
* Experience with data visualization software (Power BI or Tableau) is a plus.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: McKinney, TX
$76k-96k yearly est. 15d ago
Universal Banker I - Part Time
United Community Bank 4.5
Cashiers, NC jobs
United Community is looking for a Universal Banker I to deliver exceptional customer experiences while supporting financial wellness. In this role, you will assist with everyday transactions and engage in needs-based conversations to identify solutions tailored to each customer. You'll combine service and sales expertise to strengthen relationships, educate customers on banking tools and technology, and ensure compliance with regulations. This position offers the opportunity to make a meaningful impact by helping customers achieve their financial goals.
What You'll Do
• Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions, and appointment setting.
• Maintain a comprehensive understanding of retail banking products and services.
• Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers' needs, while considering their unique perspectives and priorities.
• Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions.
• Identify opportunities and make referrals to cross-sell banking products and services to other areas of the bank.
• Educate customers on options for managing transactions using technology and all other tools and resources available.
• Apply product and service knowledge to effectively solve customer problems.
• Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality.
• Ensure adherence to banking regulations and internal policies.
Requirements For Success
Required Skills/Experience/Education:
• 1+ years of previous banking, cash handling, or retail experience.
• Demonstrated analytical, accuracy, and problem-solving skills.
• Strong verbal and written interpersonal communication skills.
Conditions of Employment
• Must be able to pass a background & credit check
• This is a part-time, non-remote position
FLSA Status: Non-exempt
Pay Range USD $32,146.00 - USD $45,185.00 /Yr.
$32.1k-45.2k yearly Auto-Apply 36d ago
Supervisor, Customer Retention (Remote)
Globe Life Inc. 4.6
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Customer Retention Supervisor - Back Office? Globe Life is looking for a Customer Retention Supervisor - Back Office to join the team!
In this role, you will be responsible for managing reinstatement processes and contact center transactions for various Globe Life Brands. The Customer Retention Supervisor - Back Office will assist with overseeing, tracking, and processing agent conversations for the Customer Retention Department. This position will also oversee waiver of premium and payment processing functions performed from call center retention efforts.
This is a remote/work-from-home position.
What You Will Do:
* Routinely monitor and assign tasks received in Back Office.
* Monitor KPI targets for processing within an acceptable time and accuracy expectation.
* Ensure audit targets are met and quality feedback is provided.
* Assisting Agents with escalation and reinstatement questions.
* Partner with the field to ensure all questions and concerns are handled timely.
* Complete reporting for all Reinstatement Initiatives.
* Provide Management with status updates or trends.
* Assisting in all positions as needed.
* Review and approve refunds processed by Reinstatement Clerks.
* Manage a team of clerks with varying skill level.
* Review/approve/edit timesheets through Kronos.
* Oversee the overall work product of the group to ensure accuracy.
* Hire new staff as necessary.
* Facilitate corrective actions and employee improvement plans as necessary.
* Responsible for ensuring department goals are met.
What You Can Bring:
* High School Equivalent.
* Associate degree and/or equivalent work experience.
* 3 years of previous supervisory experience required.
* Insurance experience preferred.
* Ability to work independently and meet deadlines.
* Ability to manage remote employees.
* Requires leadership and people skills.
* Strong organizational and time management skills.
* Ability to handle multiple projects at once.
* Organizational skills and attention to detail.
* Excellent verbal communication skills and ability to interact professionally with a diverse group.
* Excellent MS Office skills required (Word, Excel, and Access a plus).
* Ability to run basic SQL queries.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: McKinney, TX
$33k-37k yearly est. 15d ago
Sr. Life Insurance Underwriter (Remote)
Globe Life Inc. 4.6
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Sr. Life Insurance Underwriter? Globe Life is actively networking with experienced Sr. Life Insurance Underwriters who are open to new opportunities!
In this role, you will be responsible for evaluating life insurance applications, making critical decisions on risk selection, and determining whether to issue standard rates or decline applications. Guided by underwriting standards and written guidelines, you'll implement underwriting policies and procedures to efficiently process new business while also collaborating with other departments.
This is a remote / work-from-home position.
What You Will Do:
* Screen life insurance applications, including trial applications, to select risks and determine standard, rate, or reject disposition.
* Implement underwriting policies and procedures for new business processing and other department processes.
* Utilize Swiss Re Underwriting manual and internal company notes to implement medical guidelines.
* Report and interpret MIB codes, as well as evaluate results of oral saliva tests and agent verification calls.
* Review and assess motor vehicle records (MVRs), prescription histories (Rx), medical records (APSs), and paramedical exams/lab results.
* Respond to customer inquiries regarding dispositions and evaluate health information received with add-ons, modifications, and reinstatements.
* Act as the underwriting contact for top-level Agents for information and escalated issues, handling sensitive cases and positive drug screens.
* Manage aging cases and referrals from other underwriters and screeners.
* Assist in training underwriters and screeners and support other necessary underwriting areas as directed by department management.
What You Can Bring:
* Some college coursework; Bachelor's degree preferred; will consider 5+ years of life insurance experience in place of a degree.
* Required certifications: LOMA 280/281, LOMA 290/291; pursuit of FLMI preferred; consideration given to other industry courses.
* Mandatory certification in LOMA Underwriting (UND) and knowledge of medical terminology.
* Minimum of 3 years' experience in an Underwriter role or above.
* Daily application of critical thinking and complex problem-solving skills.
* Strong verbal and written communication skills.
* Proficiency in PC skills, including Excel, MS Word, and MS Outlook; familiarity with MS Access is a plus.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: McKinney, TX
$32k-53k yearly est. 15d ago
Part Time Associate Banker Columbus Central East (30 Hours)
Jpmorgan Chase & Co 4.8
Bexley, OH jobs
JobID: 210628897 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experience.
$19k-40k yearly est. Auto-Apply 21d ago
Financial Advisor
BMO (Bank of Montreal 4.7
Arizona jobs
Application Deadline: 01/30/2026 Address: VIRTUAL(U)13 - HomeRes - IL Job Family Group: Wealth Sales & Service * This is a 100% remote opportunity! * Work Schedule: Monday - Friday, Operating hours are 10 am - 7 pm Central Time (schedule is mostly flexible throughout the week, however you must be available to work the 10-7pm CST shift as needed)
* Licensed Position: Active Series 7, 66 or 7,63+65 and Life and Health are Required for this role
Financial Advisor
This role is accountable to invoke trust and build strong client relationships, determine individual investment needs and provide professional, customized advice to ensure client's financial goals are met. You will provide a superior client onboarding experience, actively reviewing client portfolios and preparing and presenting appropriate investment solutions by leveraging various tools provided by the bank. Being the first point of client contact, the Financial Advisor's core mandate is to provide investment recommendations based of client suitability, time frame and goals. The Financial Advisor has the ultimate goal of building and solidifying customer loyalty while deepening client relationships.
Customer
* Understanding financial markets and recognize when to provide clients advice
* Builds trust and strong customer relationships by educating them on acceptable risks and performance expectations that help them achieve their financial goals.
* Maintains excellent client relationships and creates customized action plans to assist customers to achieve their financial goals.
* Investment product subject matter expert (15 product categories)
* Mutual Funds
* Annuities
* Managed Accounts
* Marked Linked CDs
* Unit Investment Trust
* Retirement planning
* Fee Based Account annual reviews
Financial
* Responsible for the continued growth of the portfolio
* Meet monthly sales goal
* Outside Asset Gathering (i.e., prospecting from existing and net new clients)
* Advice on Maturities
* Uncovering uninvested opportunities
Asset Retention
Manage direct client relationships and maintaining a group of clients with total assets of $100MM
Risk
* Adhering to internal and FINRA (Financial Industry Regulatory Authority) Audit requirements
* The Advisor is to act as the gatekeeper and is responsible for various approvals in order to satisfy industry regulators
Financial Advice
* Investment Reviews
* Developing Financial Plans
* Solution Positioning
* Protecting client Personal Information
AML (Anti Money Laundering)
* Implementing further AML requirements on house and assigned accounts
Trading
* Accuracy
* Discipline order/confirmation
* Determine need for the trade
* Adhere to (BIC) Best Interest Contract for every recommendation
* Be current and adapting the constantly changing regulatory environment
* Possess strong knowledge and act as resource on software including LPL's ClientWorks, SalesForce, and Moneyguide-Pro
Accountabilities / Decision Making / Scope & Impact
* Decision Making -- Provide investment recommendations based off client suitability, time frame, and goals
* Provides wealth and investment-related sales and service to BMO customers or prospects. Understands customer needs to provide wealth and investment advice, strategies, and products in the best interest of the customer.
* Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups.
* Understanding and ability to explain Cost Basis, Tax documents, IRA (Individual Retirement Account) RMD (Required Minimum Distribution) withdrawals and early withdrawal penalties
* Attest to client accounts and all regulatory sign offs
* Influence - Authority to impact Investment Advice in accordance with the BIS offer and applicable securities regulations
* This role has direct impact on the achievement of key business unit objectives
Knowledge and Skills
* University Degree with a minimum of 3-5 years of financial industry experience
* Series 7 and 66 or (7, 63 and 65) and insurance licenses (life and health)
* U4 clear background check requirements
* Continuing Education - FINRA and BMO administered
Why you'll love growing your career here
* Customizable benefits, and performance bonuses
* Work in a digitally focused environment where you'll use innovative tools
* Strengthen your skillsets with access to professional tools, resources, in-depth training and ongoing manager support
* As North American's eighth largest bank serving customers for 200+ years, connect with thousands of employees to build your professional network and explore more opportunities
Salary:
$46,000.00 - $85,200.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Bilingual Customer Retention Representative? American Income Life is looking for a Bilingual Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining American Income Life's customer base by engaging with policyholders who are considering cancellation or have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This is a remote / work-from-home position. We have full-time and part-time positions available with morning and evening shifts.
What You Will Do:
* Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options.
* Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
* Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
* Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
* Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
* Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
* Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
* Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
* Must be fully bilingual in English and Spanish, with the ability to speak, read, and write fluently in both languages.
* High school diploma or equivalent.
* Basic Microsoft Office Skills, including Word, Excel, and Outlook.
* Minimum Typing speed of 30 wpm.
* Experience in a call center environment preferred.
* Some experience in insurance and/or sales is preferred.
* Excellent verbal and written communication skills.
* Ability to solve complex policyholder issues with a positive attitude.
* Ability to work in a fast-paced environment and work well under pressure.
* Knowledge of life and/or health insurance terminology preferred.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: McKinney, TX
$62k-109k yearly est. 15d ago
PT Teller
Citizens National Bank 4.1
Springfield, OH jobs
Job Title: Part Time Teller
Status: Part Time
FSLA Job Class: Non-Exempt
Department: Deposit Operations
Reports To: Branch Manager
At Citizens National Bank, we have surrounded ourselves with some of the brightest and most talented professionals in the financial service industry to form a solid and secure community banking foundation.
Citizens National Bank has an excellent opportunity available in our Springfield market for a Part Time Teller. In this role you will develop customer relationships by providing existing and potential customers with a full range of banking products and efficient and accurate services.
A typical day may include the following:
Building customer relationships by assessing their financial needs, explaining the different types of accounts and services available and assisting in the selection of the most appropriate ones for their situation.
Anticipating customer needs and cross-sell the bank's products and services and makes referrals to specialized areas of the bank.
Assists customer with service requests, addressing complaints, and researching account problems, including account maintenance, reconciling checkbooks, completing forms for direct deposits, transferring of funds, etc.
Receive deposits for, and pay withdrawals from, savings accounts of customers as presented with proper identification and appropriate documents.
Receives deposits and cash checks for customers, verifying customer balances on any checks larger than the amount specified in the check cashing procedures, to ensure safety for the customers as well as for the bank.
Maintains currency and coin supply as prescribed by bank policy, and remains familiar with all security equipment and safety precautions.
Balances daily all transactions recorded through the teller station while one duty.
Verifies night depository bags and envelopes and maintains accurate transaction logs on these items, as assigned.
Complies with all bank, state and federal policies, procedures and regulations.
JOB REQUIREMENTS:
High school diploma or GED
ADDITIONAL QUALIFICATIONS:
Two years experience desired in servicing the public, building relationships, making referrals, and obtaining sales.
Must have stellar written and verbal communication skills.
High level of professionalism
Proficiency in computer software such as Word, Excel, and Outlook
Must maintain a well-developed working knowledge of the bank's products and services, along with the applicable regulations and operating systems.
Must have the ability to manage multiple priorities and meet deadlines.
WHAT'S GREAT ABOUT WORKING AT CITIZENS NATIONAL BANK?
Generous Paid Time Off
Company paid Life & Accidental Death/ Dismemberment Insurance
Incentive Plan paid on a quarterly basis
Employee Stock Ownership Plan for your retirement
Banking Perks
Citizens National Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.