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James Moore & Co. Part Time jobs

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  • Sr. Manager/Sr. Counsel - Commercial Real Estate - Agency Finance (Hybrid)

    Capital One 4.7company rating

    McLean, VA jobs

    * Providing legal support to Agency Finance as a trusted advisor and strategic partner to the transaction teams and other internal partners* Partnering with Agency Finance business partners, Risk and Compliance to evaluate GSE and/or FHA program requirements and develop policies and procedures for compliance, monitoring and reporting* Tracking and managing negotiation of sub-servicing documentation in connection with Freddie Mac securitizations and assist with interpretation of sub-servicing obligations for existing securitizations from an asset management and servicing perspective* Engaging and overseeing outside legal counsel in an effective and efficient manner* Partnering collaboratively with other internal counsel and business teams in the Commercial Bank and across the enterprise* Advising Commercial Bank business partners on communications with external parties, including customers, regulators, partners, industry trade groups and outside law firms* Providing thought and strategic leadership on relevant industry and regulatory developments* Leading projects such as the development of negotiation guidelines and training sessions* Partnering with the Operations team to drive process improvements* Juris Doctor from an accredited law school* Active member in good standing of at least one state bar* At least 4 years of experience as an attorney in a law firm, at a government agency, as a military judge advocate or as in-house counsel* At least 2 years of legal counsel experience focusing on multifamily agency finance transactions* 5+ years of experience in a law firm, in-house legal department, or a combination with a focus on multifamily agency finance transactions (working with Fannie Mae and/or Freddie Mac related transactions)* Working knowledge of commercial real estate lending issues involving title insurance, surveys, zoning, and flood, casualty/liability insurance* Excellent oral and written communication skills* Strong ability to quickly understand the business needs and partner with the business Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. #J-18808-Ljbffr
    $103k-127k yearly est. 4d ago
  • Part-Time PM Customer Retention Representative (Remote)

    Globe Life Inc. 4.6company rating

    McKinney, TX jobs

    Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Part-Time Customer Retention Representative? Globe Life is looking for a Part-Time Customer Retention Representative to join the team! As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage. This remote position offers evening shifts, Monday through Friday, and requires a 4-hour shift on Saturday between 8:00 am and 2:00 pm Central Time Zone. What You Will Do: * Inbound Call Support: Handle incoming calls from policyholders returning a call from our outbound efforts (voicemail, text message, and/or email) and working to understand their needs to explore retention options. * Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions. * Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments. * Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policyholder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language. * Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems. * Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information. * Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions. * Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs), including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound calls and outbound lapse recovery contacts while maintaining quality standards. What You Can Bring: * High school diploma or equivalent. * Basic Microsoft Office Skills, including Word, Excel, and Outlook. * Minimum Typing speed of 30 wpm. * Experience in a call center environment preferred. * Some experience in insurance and/or sales is preferred. * Excellent verbal and written communication skills. * Ability to solve complex policyholder issues with a positive attitude. * Ability to work in a fast-paced environment and work well under pressure. * Knowledge of life and/or health insurance terminology preferred. Location: 7677 Henneman Way, McKinney, Texas
    $62k-109k yearly est. 32d ago
  • PGIM - RFP Associate (Hybrid)

    PGIM 4.5company rating

    Newark, NJ jobs

    Job Classification: Sales - SalesA GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do We are looking for an astute, determined professional like you to join our RFP team as an RFP Associate. The team sits within the Business Development organization and collaborates closely with Product Strategy and Portfolio Management. This rewarding opportunity will enable you to make a big impact in our organization, so if this sounds exciting, then PGIM might be the place. This is a hybrid role based in Newark, NJ, where the team is working 3 days a week in the office. What you can expect Assist with RFP requests, investor diligence inquiries, and market surveys Track, coordinate, and complete requests Confirm source-data accuracy and appropriate application in responses Ensure clarity, brevity, and consistency Coordinate with internal stakeholders (portfolio teams, business development, legal, compliance, and others) to: Gather information and tailor responses Ensure timely delivery of proposals Project-manage document completion Fulfill internal requests for information used for standard and ad hoc client reporting Manage Consultant Database Updates Maintain updated content in our RFP database Collaborate with a team of experienced RFP / Investor Services colleagues located across the globe What you will bring 3+ years' minimum experience working within the investment management industry, with a focus on RFP writing & DDQ processes or Investor Services Strong written/verbal communication and quantitative skills Advanced knowledge of Microsoft office suite, using styles and formatting in Word and Excel Outstanding project management, relationship management, and organizational skills Ability to work in a fast-paced, deadline-driven environment High degree of professionalism and client service mindset Excellent writing, verbal, and editing skills What will set you apart? Knowledge of Private Credit &/or Private Real Estate (Equity/Debt) markets *PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $90,000 - $115,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. #LI-Hybrid #LI-SC1 What we offer you: Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
    $90k-115k yearly Auto-Apply 60d+ ago
  • PGIM Quantitative Solutions, Sr Investment Associate, Implementation Researcher

    PGIM 4.5company rating

    Newark, NJ jobs

    Job Classification: Investment Management - Portfolio Research A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! The implementation research team is responsible for researching, developing, and implementing the algorithms that drive these capabilities. What you can expect: Design, maintain, and enhance portfolio optimization models to support equity investment strategies. Research and model transaction costs to improve implementation efficiency and portfolio outcomes. Work closely with trading desk to analyze executions, updates cost models and improve the trading process for client portfolios. Evaluate and integrate academic and practitioner research into portfolio construction and optimization processes. Collaborate with portfolio managers and investment professionals to translate quantitative insights into actionable strategies. Communicate complex quantitative findings clearly to both technical and non-technical stakeholders. Contribute to the continuous improvement of investment processes through innovation and empirical research. What you will bring: Bachelor's degree in Finance, Economics, Mathematics, Statistics, Computer Science, or a related STEM field. Relevant experience in quantitative finance, portfolio management, or a related field. Proficiency in Python. Strong practical experience with empirical research techniques. Demonstrated ability to manage and analyze large datasets effectively. Familiarity with portfolio optimization techniques and trade cost analysis. Ability to critically evaluate and apply academic and practitioner research. Excellent communication skills with a proven ability to explain complex concepts clearly. Self-starter with strong problem-solving skills, creativity, and initiative. What will set you apart: Master's degree Experience with additional programming languages or tools (e.g., AMPL, CPLEX, GUROBI) is a plus. Able to work in a team environment while taking individual responsibility for the quality and accuracy of his/her work. Excellent time management skills; work efficiently under the pressure of deadlines. PGIM believes in the Power of a Hybrid work arrangement. The Power of Hybrid is both the flexibility of work from home, as well as the networking and career development of in-person work with colleagues through weekly anchor day(s). This position will work a hybrid schedule in our Newark, NJ office. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The base salary range for this role is from $150,000.00 to $170,000.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. About PGIM Quantitative Solutions Group Our Business: PGIM Quantitative Solutions is the quantitative, multi-asset and liquid alternatives specialist of PGIM. For more than 45 years, PGIM Quant Solutions has helped investors around the world solve their unique needs by leveraging the power of technology and data as well as advanced academic research. PGIM Quant Solutions manages portfolios across equities, multi-asset and liquid alternatives and offers defined contribution solutions. For more information, please visit PGIM Quantitative Solutions #LI-CR1 #LI-Hybrid What we offer you: Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
    $150k-170k yearly Auto-Apply 60d+ ago
  • Videographer/Graphic Designer

    Richwood Bank 3.9company rating

    Richwood, OH jobs

    Job Description Videographer/Graphic Designer At Richwood Bank, our purpose is to inspire, protect, and celebrate anything that makes communities thrive. Have you ever wanted to work for a company that exceptionally lives its values? One hundred and fifty years ago, we began as a small community bank. Today, we are still a community bank - as well as a payroll processing team, a marketing agency, a coffee shop, and more. We have flipped the switch on traditional banking. Yet, we have always aimed to provide the very best customer experience, contribute to the greater good of our local communities, and make every effort to be the best employer in the area with a company culture that works hard to develop, recognize, and award its team members. Richwood Bank has a comprehensive benefits package for full-time employees including, but not limited to, medical and wellness program, dental, vision, employee assistance plan, life insurance and supplemental short-term disability. Full time and part time employees have access to a 401(k) plan, an enhanced Wellness program, tuition reimbursement, and tons of professional development opportunities! The Videographer/Graphic Designer plays a leading role in creating compelling video content that brings our brand and our clients' stories to life. This position focuses primarily on videography - including shooting, editing, and producing a wide range of video materials such as interviews, commercials, drone footage, and b-roll. In addition, this role supports the marketing team with graphic design projects and visual assets as needed. Richwood Bank prides itself on a unique culture and all team members should be active and engaged participants. Essential Functions Lead the creation and execution of video projects-from concept through final edit-including storyboarding, filming, and post-production. Capture high-quality footage for marketing campaigns, social media, and internal communications. Edit and produce videos that align with branding and storytelling goals. Operate and maintain video, audio, lighting, and drone equipment. Develop supporting graphic design materials such as advertisements, social media graphics, newsletters, invitations, and digital marketing assets. Collaborate with the marketing team to ensure cohesive visuals across video and design mediums. Assist with proofreading and ensure all deliverables meet branding and quality standards. Maintain confidentiality, professionalism, and a strong team-focused attitude. Maintain assigned work hours Work with others in a team environment Perform other tasks assigned by Director of Marketing Ensures work completed is accurate and appropriate. Verifies and validates all data to confirm accuracy and reliability. Paying close attention to details of all information received and entered. Assist clients from diverse industries Skills and Abilities 3-5 years of experience in videography and editing, with strong design capabilities. Proven ability to shoot, light, and edit high-quality video content. Proficiency with Adobe Premiere and After Effects required; experience with Illustrator, Photoshop, and Adobe Creative Cloud Suite a plus. Strong creative eye for composition, motion, and storytelling. Excellent communication, organization, and multitasking skills. Ability to work independently in a fast-paced, high-quality environment. Drone licensure and experience strongly preferred. A passion for creative work that supports community and client success. Education Bachelor's degree in graphic design or equivalent experience Drone Licensure & continuing certification Equal Opportunity Employer/Disability/Veterans. Richwood Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
    $42k-54k yearly est. 5d ago
  • PGIM Quantitative Solutions - Senior Executive Assistant

    PGIM 4.5company rating

    Newark, NJ jobs

    Job Classification: Corporate - Administration A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do: As a Senior Executive Assistant to the PGIM Quantitative Solutions Investments Team, this role requires the ability to anticipate needs, with a consistent focus on forward-planning. Candidates must have a proven track-record in supporting senior-level management in a fast-paced environment. Success in this Senior Executive Assistant role includes exercising superior judgment, exceptional time management skills, developing strong, collaborative relationships across multiple constituents to move things ahead, and acting as an extension of the Investments team in all communications. What you can expect: Assist with day-to-day management of Quantitative Equity and Multi-Asset Solutions investment teams including but not limited to preparing and coordinating communications, calendar management, meeting logistics for internal and external appointments and facilitating changes to daily events as necessary. Coordinate complex international travel logistics across multiple time zones and regions, leveraging deep knowledge of global geographies, visa requirements, and cultural nuances to ensure seamless travel experiences. Organize and maintain calendars, including scheduling large meetings with senior-level executives within PQS, PGIM and Prudential broadly Assist with client meetings - including agenda, meeting materials, logistics such as catering, security clearance, coordination of prep meetings, and compliance pre-approvals, if applicable. Prepare and produce PowerPoint presentations and Word documents Produce communications, presentations, reports, and analysis, as needed Professional representation and handling of all written and verbal communications. Streamline and organize data and documentations with a keen eye for detail and maximizing efficiency. Participate in coordinating PQS employee and volunteer events as part of PQS's administrative staff shared responsibility. Back up support to Executive Assistant to Head of PQS. Collaborate with the PQS Admin Team to support ad hoc projects and broader team initiatives What you will bring: Ability to communicate across teams about priorities and business objectives Minimum of six years of experience as an Executive Assistant supporting senior-level management Advanced proficiency of PowerPoint and Word High level of integrity, discretion and judgment in handling highly sensitive, confidential information Prior experience in the financial services industry Flexibility to work overtime What will set you apart? Bachelor's Degree strongly preferred Ability to work independently but also partner as a team player Knowledge of Concur and Workday a plus PGIM believes in the Power of a Hybrid work arrangement. The Power of Hybrid is both the flexibility of work from home, as well as the networking and career development of in-person work with colleagues through weekly anchor day(s). This position will work a hybrid schedule in our Newark, NJ office. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $90,000 to $105,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. About PGIM Quantitative Solutions Group Our Business: PGIM Quantitative Solutions is the quantitative, multi-asset and liquid alternatives specialist of PGIM. For more than 45 years, PGIM Quant Solutions has helped investors around the world solve their unique needs by leveraging the power of technology and data as well as advanced academic research. PGIM Quant Solutions manages portfolios across equities, multi-asset and liquid alternatives and offers defined contribution solutions. For more information, please visit PGIM Quantitative Solutions #LI-MM1 What we offer you: Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
    $90k-105k yearly Auto-Apply 60d+ ago
  • Work From Home Representative | Entry Level | Flexible Schedule | Hiring Immediately

    Globe Life 4.6company rating

    Houston, TX jobs

    START YOUR NEW CAREER FROM HOME - APPLY TODAY, START THIS WEEK! We're looking for motivated individuals ready to take control of their future. At Globe Life AO, you'll enjoy: Flexible schedules Full training provided High income potential All without leaving your home. No experience? No problem. We'll give you everything you need to succeed. ✅ WHAT WE OFFER: High earning potential - No cap on income Full training provided - No experience required Flexible schedules (Full-time or Part-time) 100% remote work from home Rapid career growth opportunities Hiring immediately - Start this week YOUR ROLE: Making outgoing calls, emails, texts and chats from clients Provide clear answers and process requests. Maintain professionalism and positivity. REQUIREMENTS: Computer/laptop with internet access. Positive, coachable, and reliable. Ability to work independently and with a team. No prior experience required - we train you! Must be willing to get Licensed in Life and Health Insurance Must be a US Resident AVERAGE EARNINGS: $800-$1,200 weekly (Weekly Commission based Salary + performance bonuses). APPLY NOW - INTERVIEWS ARE FILLING FAST! Your future is one click away. Hit Apply Now and start your new career from home this week. Spots are limited - don't wait!
    $800-1.2k weekly Auto-Apply 60d+ ago
  • Senior Planning & Analysis Associate - PGIM Finance (Hybrid)

    PGIM 4.5company rating

    Newark, NJ jobs

    Job Classification: Finance & Accounting - Finance & Accounting A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you can expect: * Assist in the annual budgeting and quarterly forecasting processes * Collaborate with team members and business partners to gather and analyze financial data * Help maintain financial models and tools (e.g., Anaplan) used for forecasting and planning * Prepare and review monthly and quarterly financial reports, including variance analysis * Support the development of presentation materials for leadership meetings * Participate in benchmarking studies and competitive analysis * Contribute to process improvement initiatives within the finance team * Gain exposure to strategic projects and cross-functional collaboration The current employee work arrangement for this position is Hybrid and requires your on-site presence on a reoccurring basis as determined by your business. Your manager will provide additional details relative to the specific number of days you are expected to be on-site. What you will need: * Bachelor's degree in Finance, Accounting, Economics, or a related field * Strong analytical and problem-solving skills * Excellent attention to detail and organizational abilities * Effective written and verbal communication skills * Proficiency in Microsoft Excel and other MS Office tools * Eagerness to learn, grow, and contribute in a team-oriented environment * Internship or academic project experience in finance or data analysis is a plus * PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $70,000 to $80,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. What we offer you: * Market competitive base salaries, with a yearly bonus potential at every level. * Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. * 401(k) plan with company match (up to 4%). * Company-funded pension plan. * Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. * Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. * Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. * Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
    $70k-80k yearly Auto-Apply 27d ago
  • Customer Retention Manager (Hybrid)

    Globe Life Inc. 4.6company rating

    McKinney, TX jobs

    Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Customer Retention Manager? Globe Life is looking for a Customer Retention Manager to join the team! In this role, you will be responsible for directly managing up to 5 production supervisors who oversee teams of part-time Customer Retention representatives and department Team Leads that provide support to the contact center. This role involves providing ongoing guidance, coaching, and professional development opportunities to drive team growth while creating and maintaining a motivating work environment that inspires staff to consistently meet and exceed performance standards. The position requires establishing and maintaining the highest standards of quality and productivity across all contact center operations. The manager serves as the primary escalation point for operational issues and strategic decision-making, analyzing daily performance metrics, and proactively implementing data-driven improvement strategies to drive consistent achievement of departmental Key Performance Indicators and organizational objectives. The role involves partnering with Recruiting to assess staffing needs and ensure optimal team capacity. The manager collaborates with Human Resources to maintain consistency in policy application and appropriately handles disciplinary actions while ensuring detailed, confidential documentation. Additionally, the position ensures all HR processes and personnel actions comply with company policies, procedures, and legal requirements. This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday). What You Will Do: * Manage a diverse team of full-time and part-time staff across multiple levels, including Supervisors, Team Leads, and Call Center Representatives. * Conduct comprehensive annual performance reviews for direct reports and ensure supervisors complete timely evaluations for their team members. * Ensure supervisors fulfill all responsibilities as outlined in the Customer Retention Supervisor Expectations document. * Collaborate with senior leadership to develop strategies and ensure timely, effective implementation. * Leverage technology solutions to optimize multi-channel contact methods and increase customer response rates. * Monitor and evaluate departmental tests and policy changes to ensure expected performance while identifying and addressing adverse trends. * Establish and maintain comprehensive documentation for all business processes with appropriate controls. * Utilize data-driven analysis to continuously optimize call center operations and performance metrics. * Serve as Subject Matter Expert across all areas of responsibility, providing guidance and expertise to the team. * Support testing and implementation of new programs and technologies within the contact center environment. * Partner with the training team to develop and maintain current, effective training programs for new hires and existing representatives. * Communicate with Agency field operations as needed to ensure alignment and support business objectives. * Complete ad hoc requests, as needed. What You Can Bring: * High School Diploma or Equivalent. * Associate degree and/or equivalent work experience. * Minimum 5 years' experience in telemarketing/sales management. * Life insurance or financial industry experience preferred. * Technical Proficiency: Advanced computer skills in MS Office Suite and ability to quickly adapt to evolving technology solutions that address business needs. * Analytical & Strategic Thinking: Strong data analysis capabilities with the ability to translate insights into actionable business recommendations for senior leadership. * Leadership & Communication Skills: Exceptional ability to communicate progress, results, and strategic initiatives to senior leaders while setting clear direction for telemarketing/telesales functions. * Team Development Skills: Proven expertise in developing, motivating, and retaining high-performing staff members. * Problem-Solving Skills: Excellent critical thinking and problem-resolution skills with a results-oriented mindset. * Training & Development Skills: Demonstrated ability to design and deliver effective training programs for telemarketing/telesales teams. Applicable To All Employees of Globe Life Family of Companies: * Reliable and predictable attendance of your assigned shift. * Ability to work full-time and/or part-time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: * Competitive compensation designed to reflect your expertise and contribution. * Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. * Robust life insurance benefits and retirement plans, including company-matched 401 (k) and pension plan. * Paid holidays and time off to support a healthy work-life balance. * Parental leave to help our employees welcome their new additions. * Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. * Company-paid counseling for assistance with mental health, stress management, and work-life balance. * Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. * Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters. Location: 7677 Henneman Way, McKinney, Texas
    $88k-109k yearly est. 31d ago
  • Investment Banker, M&A (West Coast)

    UBS 4.5company rating

    Menlo Park, CA jobs

    Your role We're looking for an Investment Banker to: * Assist in the origination and execution of M&A transactions for domestic and foreign corporate and private equity clients * Work on major workstreams of M&A transactions including diligence, the development of financial projections and analyses, and all client deliverables * Independently prepare, interpret, and discuss analytical data * Present to internal and external clients effectively and with confidence * Collaborate with colleagues across the globe to provide clients with seamless transaction execution * Generate new ideas and creative approaches that push the business forward * Make sound and balanced judgments (and always within professional, ethical, regulatory, and legal standards) Detailed salary information: * San Francisco, Menlo Park: the salary range for this role is $275000 to $275000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #team UBS and make an impact? Your expertise * Experience in originating and executing public and private M&A transactions as well as relevant M&A structuring * Ability to work effectively with both corporate and private equity clients * Strong analytical skills and proficiency in all relevant financial analyses * Demonstrated track record of taking initiative and managing teams * Undergraduate degree and MBA or JD * LI-UBS * UBS-MOGUL About us UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
    $275k-275k yearly 17d ago
  • Customer Engagement Consultant (Sales), Business Cards & Payments (Hybrid), Plano, Texas

    Capital One 4.7company rating

    Plano, TX jobs

    The **Business Cards & Payments (BC&P)** organization is committed to fueling the courageous entrepreneurial spirit that's at the heart of America's business owners and offer products and services to help them do more business. We've built an organization that is focused on listening to and learning from the millions of business customers we serve every day to make sure our products, services and experiences work as hard as they do. The name of our organization reflects our current leadership position in Business Cards and Payments - as well as our aspiration to serve a wide range of needs for our customers beyond the card. We are a culture that dreams big and embraces an entrepreneurial and ownership spirit - just like our business customers. The Role: Are you a self-starter, a go-getter, and a deal maker? Are you disciplined and autonomous? Within Capital One's Business Cards & Payments group, you will find a culture that expects and rewards excellence. We believe in unlocking the power of people and equipping them to do great things! We are looking for like-minded people who can share our passion for success and a high sense of urgency to deliver on customer needs. As a **Customer Engagement Consultant** , you will play a key role in identifying opportunities and providing direct support to our customers. The consultant will be responsible for executing outbound contact campaigns through a variety of channels and execute next steps to help meet the client's needs. The ideal candidate will be able to work in a fast-paced environment with changing priorities, have strong relationship building skills, and be able to meet our customers at moments that matter to grow and retain their business. This person must have strong influence and client management skills, a consultative sales skill set, and must be able to work autonomously. This individual must also have strong written and verbal communication skills for over-the-phone and email communication. General Responsibilities: + The goal of this individual is to execute call campaigns, engage customers to speak further about complex opportunities and take action in real-time. + Develop subject matter expertise on the Business Cards & Payments product suite in order to effectively problem solve, cross-sell or pitch a solution that meets the client's needs + Use judgment to identify the appropriate path to embark on with the client and engage partners or leadership as needed + Utilize various forms of communication including, but not limited to email, phone and direct mail + Develop, manage and maintain relationships with field teams across Business Cards & Payments + Work independently and seek out feedback and data to reflect on and improve your own performance + Be compliant with all Capital One protocols and client activities + Maintain and update the CRM system An Ideal Candidate Possesses: + A strong interest in sales and desire to continue learning and growing in a sales based environment + A proven track record of successful face-to-face or phone based sales and client management experience + Drive, focus, independent thinking, and the ability to work autonomously + Influential communication skills (both written and verbal), ability to quickly move key decision makers through a change curve via a proactive phone based approach + A consultative mindset and the ability to adapt to an ever changing environment + Real-time effective utilization of judgment and problem solving skills Basic Qualifications: + Bachelor's degree or military experience Preferred Qualifications: + 1+ years of sales or client management experience **_At this time, Capital One will not sponsor a new applicant for employment authorization for this position._** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Plano, TX: $64,700 - $73,900 for Customer Development Associate Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $64.7k-73.9k yearly 21d ago
  • Manager, Regulatory Compliance (Remote)

    Globe Life Inc. 4.6company rating

    McKinney, TX jobs

    Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. Our thriving and dynamic community offers ample room for professional development, increased earning potential, and a secure work environment. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Manager, Regulatory Compliance? Globe Life is looking for a Manager, Regulatory Compliance to join the team! In this role, you will be responsible for managing the compliance team. The Manager ensures that project and department milestones and goals are met while adhering to approved budgets. They are also responsible for leadership and team development, ensuring staff are educated on all current DOJ standards and trained to adapt to the evolving regulatory environment. This is a remote / work-from-home position. What You Will Do: * Train the team on the value and implementation of the compliance framework and practices for risk assessment and policy development. * Monitor both progress and performance of senior and junior compliance analysts to formulate any needed recommendations for improvements. * Track team velocity progression and provide leadership insights. * Prepare and present compliance program analysis for inclusion in Senior Level reporting. * Organize, lead, and direct cross-functional meetings that advise and facilitate the navigation of extenuating circumstances and business complexities. * Develop and execute enterprise-wide compliance strategies with support from the Senior Director of Regulatory Compliance. * Manage (internal) regulatory relationships and interactions. * Provide guidance on complex compliance matters to the team and stakeholders. * Mentor and coach junior compliance team members. * Implement changes to compliance processes due to new or amended regulations. * Utilize established internal controls and auditing systems to identify, detect, and correct noncompliance. * Prepare and update communication materials. * Assist with training initiatives that educate stakeholders about compliance requirements. * Assess current projects for complexity and highest priority, managing multiple when necessary. What You Can Bring: * Bachelor's degree in business, finance, or related field. * 7+ years of experience in the compliance field, preferably within the life insurance industry. * 3+ years of experience as a people leader or in an SME/mentoring role. * Advanced Compliance Certifications preferred (CCEP, ISO 37301, FLMI, AIRC, ACAMS, etc.). * Extensive knowledge of regulatory frameworks, industry trends, and best practices. * Proven leadership and project management skills. * Strong people leading and development skills. * Strong interpersonal and stakeholder influencing skills. * Excellent communication and collaboration skills. * Ability to present information with confidence and clarity for Senior Management and Board-level reporting. * Utilize strong observation, analytical, and problem-solving skills. * Commercially savvy with the ability to exercise discretion with respect to highly confidential/sensitive information. * Ability to exhibit integrity, ethical standards, and sound judgment. Applicable To All Employees of Globe Life Family of Companies: * Reliable and predictable attendance of your assigned shift. * Ability to work full-time and/or part-time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: * Competitive compensation designed to reflect your expertise and contribution. * Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. * Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan. * Paid holidays and time off to support a healthy work-life balance. * Parental leave to help our employees welcome their new additions. * Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. * Company-paid counseling for assistance with mental health, stress management, and work-life balance. * Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. * Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters. Location: 7677 Henneman Way, McKinney, Texas
    $109k-131k yearly est. 54d ago
  • Field Claims Appraiser - New Jersey

    Ally Financial 4.9company rating

    New Jersey jobs

    General information Career area Insurance Country United States State New Jersey Work Location(s) NJ Remote? Yes Ref # 20874 Posted Date 10-17-25 Working time Full time Ally and Your Career Ally Financial only succeeds when its people do - and that's more than some cliché people put on job postings. We live this stuff! We see our people as, well, people - with interests, families, friends, dreams, and causes that are all important to them. Our focus is on the health and safety of our teammates as well as work-life balance and diversity and inclusion. From generous benefits to a variety of employee resource groups, we strive to build paths that encourage employees to stretch themselves professionally. We want to help you grow, develop, and learn new things. You're constantly evolving, so shouldn't your opportunities be, too? Work Schedule: Ally designates roles as (1) fully on-site, (2) hybrid, or (3) fully remote. Hybrid roles are generally expected to be in the office a certain number of days per week as indicated by your manager. Your hiring manager will discuss this role's specific work requirements with you during the hiring process. All work requirements are subject to change at any time based on leader discretion and/or business need. The Opportunity Are you a highly specialized, skilled technician looking for the next step in your career? We are looking for a Field Adjuster that can appraise and/or adjust physical damage and mechanical claims within an assigned territory and key point or other assigned location for the various Ally Insurance / Dealer Products and Service lines. The ideal candidate must reside in New Jersey area and be able to travel locally to support the territory. This position also requires flexibility in work schedule, including participating catastrophe losses with extended overnight and weekend travel. This role has the opportunity to create your own schedule and run your assignments. Growth in this role is determined by performance which includes service level agreements and quality of work. Ally Work Location for this role is: New Jersey Metro area - This role is fully remote with frequent travel locally with high potential to travel to other states to assist other field adjusters. At this time, Ally will not sponsor a new applicant for employment authorization for this position The Work Itself Prepare estimates and reach agreed prices for repairs on insured and claimant vehicles. Handle catastrophe losses as directed by claim management. Initiate the total loss handling process for conclusion by the Claim Offices. Handle Additional Repair Orders (AROs) and special assignments for the Claim Offices. Assist in other geographic locations at the direction of claim management. Perform technical tasks required to support ongoing business operations. Participate in training, educational activities, regulatory compliance awareness and maintain appropriate licensing and continuing education requirements. May handle sale of salvage and subrogation investigation as assigned by the Claim Office. The Skills You Bring Background as a Service Writer, Dealership Service Technician, Auto Body Shop technician is strongly preferred. Experience assessing mechanical and/or physical damage is highly recommended Financial services or auto finance industry is a nice to have Typically requires advanced knowledge of Microsoft Office Programs Bachelor's degree in business related discipline preferred #LI-Remote How We'll Have Your Back Ally's compensation program offers market-competitive base pay and pay-for-performance incentives (bonuses) based on achieving personal and company goals. Our Total Rewards program includes industry-leading compensation and benefits plus additional incentives that are designed to meet your needs and those of your family so you can get the most out of your career and your life, including: Time Away: Program starts at 20 paid time off days in addition to 11 paid holidays and 8 hours of volunteer time off yearly (time off days are prorated based on start date and program varies based on full or part-time status and management level). Planning for the Future: plan for the near and long term with an industry-leading 401K retirement savings plan with matching and company contributions, student loan pay downs and 529 educational save up assistance programs, tuition reimbursement, employee stock purchase plan, and financial learning center and financial coach access. Supporting your Health & Well-being: flexible health and insurance options including medical, dental and vision, employee, spouse and child life insurance, short- and long-term disability, pre-tax Health Savings Account with employer contributions, Healthcare FSA, critical illness, accident & hospital indemnity insurance, and a total well-being program that helps you and your family stay on track physically, socially, emotionally, and financially. Building a Family: adoption, surrogacy and fertility assistance as well as paid parental and caregiver leave, Dependent Day Care FSA back-up child and adult/elder care days and childcare discounts. Work-Life Integration: other benefits including Mentally Fit Employee Assistance Program, subsidized and discounted Weight Watchers program and other employee discount programs. Other compensations: depending on the role for which you are considered, you may be eligible for travel allowances, relocation assistance, a signing bonus and/or equity. To view more detailed information about Ally's Total Rewards, please visit this link: ****************************************************************************** Who We Are: Ally Financial is a customer-centric, leading digital financial services company with passionate customer service and innovative financial solutions. We are relentlessly focused on "Doing it Right" and being a trusted financial-services provider to our consumer, commercial, and corporate customers. For more information, visit ************* Ally is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law. We are committed to working with and providing reasonable accommodation to applicants with physical or mental disabilities. For accommodation requests, email us at *****************. Ally will not discriminate against any qualified individual who is capable of performing the essential functions of the job with or without reasonable accommodation. Base Pay Range: $64480 - $78000 USDAn individual's position in the range is determined by the specific role, the scope and responsibilities of the role, work experience, education, certification(s), training, and additional qualifications. We review internal pay, the competitive market, and business environment prior to extending an offer. Incentive Compensation: This position is eligible to participate in our annual incentive plan.
    $64.5k-78k yearly 55d ago
  • Part-Time Insurance Verification Specialist (Remote)

    Globe Life Inc. 4.6company rating

    McKinney, TX jobs

    Primary Duties & Responsibilities At Globe Life we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better. Role Overview: Could you be our next Part-Time Insurance Verification Specialist? Globe Life is looking for a Part-Time Insurance Verification Specialist to join the team! In this role, you will verify life and health insurance applications directly with potential customers. This is a vital part of our Company's New Business and Underwriting process. The information you verify and gather directly affects whether the Company will decline or issue a policy. This is a remote / work-from-home position. What You Will Do: * Make outbound calls to potential customers to verify and document required information to finalize applications for underwriting assessment. * Use the Quality Assurance database and conduct appropriate assessments on what additional customer information or verification is needed. * Clearly explain the application process to potential customers. * Accurately complete additional paperwork as needed. * Maintain appropriate levels of communication with management regarding actions taken within the Quality Assurance database. * Transfer calls to the appropriate department as needed. * Successfully meet the minimum expectation for departmental key performance indicators (K.P.I's). * Be enlisted in special projects that encompass making numerous outbound calls, recording activities requested by/from customers, etc. What You Can Bring: * Minimum typing requirement of 35 wpm. * Bilingual English and Spanish preferred * Superior customer service skills required - friendly, efficient, good listener. * Proficient use of the computer, keyboard functions, and Microsoft Office. * Ability to multitask and work under pressure. * Knowledge of medical terminology and spelling is a plus. * Excellent organization and time management skills. * Must be detail-oriented. * Have a desire to learn and grow within the Company. 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. Location: McKinney, Texas
    $28k-31k yearly est. 26d ago
  • Leasing Professional-Part time

    CLS Living 4.8company rating

    Toledo, OH jobs

    At CLS Living, our mission is simple: to deliver an 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 Perks Unparalleled company culture Opportunities for growth and advancement Fun and flexible work environment Professional development assistance Responsibilities The Job At-A-Glance We are looking to add a Part Time Leasing Professional to join our team, a key member of our CLS Living Family. As a Leasing Professional, you will provide first-class customer service to prospects and residents, ensuring that all resident requests are handled promptly and professionally. You will help create a professional and welcoming office environment. Property Administration Focus on improving and maintaining the property's curb appeal and cleanliness; contribute wherever possible. Assist Managers with implementing and maintaining a thorough annual marketing plan. Collaborate closely with Managers to fully utilize all potential marketing avenues and share new ideas. Perform and record daily follow-up with all prospects; identify and communicate ways to overcome obstacles and close deals. Maintain strong product knowledge of the property and competitors through consistent market research. Work with the Manager to establish, implement, and monitor leasing goals and renewal programs to meet required occupancy. Assist with cleaning the office, common areas, grounds, and apartments as needed to ensure a professional and inviting property, office, and model appearance. Fill in for other positions when necessary and assist with after-hours emergencies. Customer Experience & Sales Ensure the website, listing sites, social media, and marketing materials are always up to date, professional, and appealing. Monitor these platforms regularly and promptly communicate any concerns or opportunities for improvement to the Manager. Assist Managers in planning, advertising, and managing resident functions and events. Coordinate advertising events on campus and create partnerships with schools and student programs. Actively network with student housing professionals in your market, monitor competitors, and build relationships with other industry professionals. Help Managers maintain a positive reputation and strong relationships with the school and community. Promote harmonious relations among residents, parents, staff, and the surrounding community while enforcing company policies and standards. Conduct outreach by spending necessary time on campus and at local businesses to foster cross-advertising and positive relationships. Ensure property management software is accurate and up to date at all times. Perform lease processing, administration, and other administrative duties as needed. The activities listed above may not be all inclusive. Qualifications Qualifications Two to Three years in a sales or customer service role. Excellent written and verbal communication skills. Strong organization and analytical skills. Intermediate to advanced skills in Microsoft Office Suite and Entrata software. Exceptional customer service skills. Ability to market and sell the community. Excellent time management and ability to prioritize work. 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.Pay Range Starting from USD $11.00/Hr.
    $11 hourly Auto-Apply 60d+ ago
  • Universal Banker I - Part Time

    United Community Bank 4.5company rating

    Oakland Park, FL jobs

    United Community is seeking a highly skilled Universal Banker I. As a Universal Banker, you will have the opportunity to deliver excellent experiences for customers and prospects. In addition to assisting with everyday transactions, you will support customers with their financial wellness by having needs-based conversations, identifying appropriate solutions. 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 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 * 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 criminal background & credit check * This is a part-time, non-remote position FLSA Status * Non-exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $15.46 - USD $21.72 /Hr.
    $15.5-21.7 hourly 7d ago
  • Experienced Public Accountant

    Shultz Huber & Associates 3.7company rating

    Bryan, OH jobs

    A BIT ABOUT OUR FIRM: We are an IPA Top 500 Firm as well as an AICPA Member Firm. We provide comprehensive financial and business advisory services in accounting and auditing, tax strategies, business and management, valuation, litigation support and forensic accounting, human resources and IT consulting, and a host of personal financial services. Our greatest strength isn't just our renowned technical and consulting experience, but our ability to listen to our clients and truly understand their challenges and work with them to develop innovative solutions. Headquartered in northwest Ohio, we are a mid-size accounting firm expanding our team. We have been providing distinctive solutions to our clients' most complex tax, financial and business matters with the utmost in personal service since 1969! If you're ready to learn and grow, we offer a challenging, diverse work environment that prioritizes your career advancement as much as your personal enrichment. We are actively looking for experienced CPA's with 6+ years of recent public accounting experience who are seeking long-term growth within our firm. If you are a Public Accountant with 3+ years in recent public accounting, then please read on…. WHY JOIN US? Award-winning firm! Competitive Benefits Package! Work-Life Balance Strong company culture with a big local presence Lighter Busy Season Hours (54 hours/week)! Paid CPE Generous PTO and Paid Holidays Bonuses! Reimbursement for CPA exam Fun company activities 37.5 hours on average during off-season! 401K with Company Match Classification: Full-Time Exempt or Part-Time Non-Exempt Reports to: Developmental Coach Our experienced Public Accountants are responsible for organizing and managing client assignments and projects, including the completion of assignments and tasks and project components as well as coaching, advising and directing team members in meeting client and self-development expectations. This position receives work from Principals and Partners. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This role will be responsible for the following activities, included but not limited to: Essential Duties and Responsibilities: This is an in-office role (not hybrid or remote) Maintain primary responsibility for assigned clients Monitor the work flow and due dates for assigned clients Supervise, train, and review supervisors, in-charge accountants', staff accountants', and accounting assistants' services performed on assigned clients in a prompt and efficient manner Demonstrate excellent skill and experience in assigned technical areas representative of a manager Perform engagements within budgeted time limits if If overruns of the time occur, discuss reason with client partner or principal Works as an effective team member to complete project components and assigned tasks Builds working relationships at peer client level Effectively documents work Implements solutions for clients Identifies task issues as well as task progress in a timely and organized manner Make timely and decisive solutions to complex issues. Additional Duties and Responsibilities: Seeks to gain knowledge of client business Demonstrates an active interest in the business world by keeping abreast of market trends and business developments Assists in proposal development and research gathering as requested Participates in office and firm wide initiatives Actively pursues self-development opportunities Maintain an image representative of a leader Builds strong team relationship skills Maintain personal and professional integrity at all times Other duties as assigned. Required Education and Experience: Minimum of 3 years recent public accounting experience preferred Supervisory Responsibility Oversee In-Charge and Staff Accountants Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, scanners and fax machines. Physical Demands This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
    $49k-63k yearly est. 43d ago
  • BRANCH MANAGER I- East Region Float

    Dollar Bank 4.3company rating

    Cleveland, OH jobs

    The Branch Manager Trainee participates in a comprehensive retail training program while working toward individual business development and sales objectives. This role is responsible for building and leading a high-performing sales and service team, ensuring that each member contributes to the branch's success through a consultative sales approach. A key focus of the Branch Manager Trainee is developing team members through individualized coaching sessions and holding them accountable for overall performance. Additionally, this role actively drives business growth through proactive initiatives, including participation in community events and business networking opportunities. As a member of the Regional Banking Team, you will be responsible for supporting multiple branches within Dollar Bank's East Branches. These branches include Beachwood, Eastlake, Euclid, Maple, Mayfield, Mentor, Painesville, Richmond, University Heights. Travel reimbursement is provided after a specific mileage threshold is met. Qualifications: · Bachelor's Degree with two years of management experience in a retail environment including managing a staff, coaching, and meeting sales goals. Will consider High School Diploma/GED with six years of management experience in a retail environment including managing a staff, coaching, and meeting sales goals. · Retail Banking and business development experience preferred. · Ability to travel as needed to training. · A valid driver's license and access to a reliable vehicle is required. · Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency. Principal Activities and Duties: • Deliver exceptional service in alignment with the Bank's Mission, Vision, and Values. • Contribute directly to customer growth and retention by utilizing proactive strategies to develop business opportunities and deepen customer relationships. • Actively support customer engagement by adhering to the Bank's service behaviors. • Overseeing the team's service behaviors efforts, promoting products and services, and conducting call nights to follow up on leads. • Foster a customer service-oriented team culture, where each member contributes to relationship building and operational integrity. • Conduct daily team huddles, monthly team meetings, and individual coaching sessions to provide performance feedback. • Represent the Bank professionally within the community, actively sourcing new relationships through involvement in local businesses, organizations, and charitable events. • Consistently achieve all established customer service goals and targets. • Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction. • Arithmetic skills to count money accurately. • Computer literacy to access account information and process transactions. • Develop a thorough knowledge of Bank products and guidelines by attending the required classes. • Maintain a professional appearance and conduct yourself in a professional manner at all times. • Maintain the highest level of professional integrity and ethics. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Compensation Range: Schedule Information Monday - Thursday: 8:30am to 5:30pm Friday: 830am -6:30pm Saturday: 8:30am - 1:30pm EEO Statement Dollar Bank is an Equal Opportunity Employer. Minority/Female/Veteran/Disabled Benefits Information Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, tuition reimbursement, and gym membership reimbursement. Part-time employees qualify for 401(k) with immediate vesting, tuition reimbursement, and gym reimbursement. For more information, please visit ************************************************
    $77k-93k yearly est. 21d ago
  • Sr. Life Insurance Underwriter (Remote)

    Globe Life Inc. 4.6company rating

    McKinney, TX jobs

    Primary Duties & Responsibilities At Globe Life, we continually seek talented Senior Life Insurance Underwriters who can play a pivotal role in the company's expansion. Our thriving and dynamic community offers ample room for professional development, increased earning potential, and a secure work environment. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Sr. Life Insurance Underwriter? Globe Life is actively networking with experienced Sr. Life Insurance Underwriters who are open to new opportunities! In this role, you will be responsible for evaluating life insurance applications, making critical decisions on risk selection, and determining whether to issue standard rates or decline applications. Guided by underwriting standards and written guidelines, you'll implement underwriting policies and procedures to efficiently process new business while also collaborating with other departments. This is a remote / work-from-home position. What You Will Do: * Screen life insurance applications, including trial applications, to select risks and determine standard, rate, or reject disposition. * Implement underwriting policies and procedures for new business processing and other department processes. * Utilize Swiss Re Underwriting manual and internal company notes to implement medical guidelines. * Report and interpret MIB codes, as well as evaluate results of oral saliva tests and agent verification calls. * Review and assess motor vehicle records (MVRs), prescription histories (Rx), medical records (APSs), and paramedical exams/lab results. * Respond to customer inquiries regarding dispositions and evaluate health information received with add-ons, modifications, and reinstatements. * Act as the underwriting contact for top-level Agents for information and escalated issues, handling sensitive cases and positive drug screens. * Manage aging cases and referrals from other underwriters and screeners. * Assist in training underwriters and screeners and support other necessary underwriting areas as directed by department management. What You Can Bring: * Some college coursework; Bachelor's degree preferred; will consider 5+ years of life insurance experience in place of a degree. * Required certifications: LOMA 280/281, LOMA 290/291; pursuit of FLMI preferred; consideration given to other industry courses. * Mandatory certification in LOMA Underwriting (UND) and knowledge of medical terminology. * Minimum of 3 years' experience in an Underwriter role or above. * Daily application of critical thinking and complex problem-solving skills. * Strong verbal and written communication skills. * Proficiency in PC skills, including Excel, MS Word, and MS Outlook; familiarity with MS Access is a plus. Applicable To All Employees of Globe Life Family of Companies: * Reliable and predictable attendance of your assigned shift. * Ability to work full-time and/or part-time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: * Competitive compensation designed to reflect your expertise and contribution. * Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. * Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan. * Paid holidays and time off to support a healthy work-life balance. * Parental leave to help our employees welcome their new additions. * Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. * Company-paid counseling for assistance with mental health, stress management, and work-life balance. * Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. * Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters. Location: 7677 Henneman Way, McKinney, Texas
    $32k-53k yearly est. 37d ago
  • Financial Services Specialist (Remote)

    Global Financial Impact 3.9company rating

    Georgia jobs

    About Us We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally. Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role. Role Description Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work Conduct Financial Needs Analysis to uncover financial goals of the client Formulate tailored financial plans for them Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf Conduct semi annual and annual reviews Experience All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more. Helpful traits and skills include: Entrepreneurial Mindset Leadership Self-Motivation Organization & Initiative High Ambition & Positive Energy Work Schedule & Benefits Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment. Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities. Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience. Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families. Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels. Compensation Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000 Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month) Non-Negotiable Qualifications Willingness to get licensed in 7-10 days via a state-approved course Ability to pass a background check Legally authorized to work in the United States No Felonies Find us on: Instagram | LinkedIn | TikTok | GFI Website
    $31k-50k yearly est. 60d+ ago

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