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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
  • Part-time Barista - Springfield/Limestone

    Richwood Bank 3.9company rating

    Springfield, OH jobs

    Job Description Barista 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 Barista position is housed within a Richwood branch coffee shop and is responsible for serving all products with friendly, individualized attention. They are responsible for educating customers about the premium coffees and teas served at Richwood Coffee and identifying opportunities to upgrade customer plans for coffee. Additionally, they communicate when supplies or branded materials need stocked or ordered. Richwood Bank prides itself on its unique company culture and all team members should be active and engaged participants. Essential Functions Smiles and greets all customers upon entering the branch. Develops a rapport with customers by learning their names, favorite drinks, etc. Verbally receives and creates customer orders in a friendly, efficient, and personalized manner Responds proactively to prevent customer service situations Accurately scans orders into the Point-of-Sale system (POS) and reports balances to customers Answers customer questions regarding coffee blends, preparation, and product freshness Ensures that customers are educated on our Coffee Shop history, program, products, services, and Beneficiaries Maintains the highest quality and product standards Follows all Crimson Cup drink recipes and procedures Educate themselves on the diverse types of coffee, tea products, blends, and roasts Restocks supplies when necessary and informs Barista Lead when additional supplies or branded materials are needed Routinely cleans the bar area, floor, windows, and grinders, and takes out trash, etc. Reports potential safety hazards to the branch manager Informs the Branch Manager on duty of any operational inconsistencies and strengths noted with processes Willing and able to work a Monday through Saturday To be classified as a full-time employee, Baristas must work at least forty (40) hours per week. Part-time employees are required to work at least twenty (20) hours per week, to maintain their part-time status. Baristas working less than twenty (20) hours per week will be classified as seasonal employees. Skills and Abilities Excellent customer service skills Work well under pressure and in a fast-paced environment Strong communication skills High degree of accuracy Detailed and organized Maintain a positive morale and professional attitude towards your team and customers Punctual Excellent verbal and written skills. Maintains positive morale and professional attitude. Excellent verbal and written skills. Well-organized and detail oriented. 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.
    $23k-28k yearly est. 8d 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
  • 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
  • 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 Insurance Verification Specialist? Globe Life is looking for an 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. We have full-time & part-time positions available. 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). What You Can Bring: * Minimum typing requirement of 35 wpm. * Excellent oral and written communication. * 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. 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 created a benefits package for full-time, eligible employees that helps to ensure that you don't just work, but thrive at Globe Life: * Competitive compensation is 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: McKinney, Texas
    $28k-31k yearly est. 26d ago
  • Loan Asst*

    American Pacific Mortgage 4.8company rating

    Roseville, CA jobs

    Job Title: Licensed Loan Officer Assistant Department: Production Reports to: Branch Manager FLSA Status: Non-Exempt Prepared By:Human Resources Management Approval: VP of HR Salary: $20.00 - $25.00 per hour with ability to make 50 BPS per file bonus ***** THIS IS A PART TIME REMOTE POSITION***** Summary: American Pacific Mortgage is seeking a Licensed Loan Officer Assistant to provide administrative and customer service support to our Loan Officers while maintaining and enhancing client relationships. This role is ideal for someone who thrives in a fast-paced, customer-focused environment and has a passion for the mortgage industry. The Loan Officer Assistant/Relationship Manager will play a critical role in ensuring a seamless loan process by assisting with loan applications, managing communications, and supporting the loan officer's efforts to meet clients' needs throughout the loan lifecycle. Essential Duties & Responsibilities: Loan Application and Processing Support: Assist with Loan Origination: Provide administrative support to Loan Officers by gathering necessary documents, inputting data into loan origination systems, and preparing loan applications. Ensure all client documentation (pay stubs, tax returns, bank statements, etc.) is accurate and complete for timely submission to underwriting. Review loan applications for completeness, verifying that all necessary paperwork is collected before submission to underwriting. Communication and Follow-Up: Maintain regular communication with clients, agents, and third-party vendors (such as appraisers, title companies, etc.) to provide updates on the status of loan applications. Follow up on outstanding documentation, ensuring all requested items are submitted promptly and accurately. Provide clear and timely updates to clients about the loan process, answer questions, and ensure a positive experience. Coordination of Loan Processing: Assist the loan officer in managing the pipeline of loan applications, ensuring that loans move smoothly from initial application to final approval and closing. Collaborate with underwriters and processors to ensure that all conditions are met before submitting the loan for final approval. Review and help manage conditions, follow up on loan status, and assist with final document preparation. Customer Service and Relationship Management: Client Relationship Building: Build and maintain strong, positive relationships with clients, real estate agents, and other partners. Serve as the point of contact for clients throughout the loan process, ensuring they feel informed, supported, and confident in their loan journey. Handle client inquiries, resolve any concerns, and proactively ensure a smooth and positive experience. Proactive Client Engagement: Help identify client needs and provide timely solutions to improve the overall client experience. Assist the Loan Officer in maintaining long-term relationships with clients by sending follow-up emails, making calls, and providing reminders about future mortgage needs, such as refinancing opportunities. Help coordinate post-closing follow-ups to ensure client satisfaction and increase repeat business and referrals. Administrative Support: Document Preparation and Management: Prepare loan files, ensuring that they are organized, complete, and in compliance with regulatory requirements. Assist with the preparation of loan disclosures, and other required documents, ensuring timely and accurate delivery to clients. Maintain accurate and up-to-date client records in the loan management system, ensuring compliance with privacy and regulatory guidelines. Scheduling and Coordination: Schedule meetings, phone calls, and client appointments for the Loan Officer. Coordinate and manage loan officer's calendar to ensure maximum efficiency. Ensure the Loan Officer is prepared for client meetings with all necessary information and documents. Marketing and Business Development: Support Business Development Efforts: Assist in the creation of marketing materials, social media posts, and email campaigns to attract new clients and partners. Help manage and track leads from real estate agents, builders, and other referral sources, and maintain a system to track referral relationships. Support the Loan Officer with marketing events, webinars, and client appreciation activities to build business relationships and generate new loan opportunities. Brand Representation: Represent the Loan Officer and American Pacific Mortgage with professionalism and integrity at all times. Participate in local events, client meetings, and networking opportunities to enhance visibility in the market. Compliance and Industry Knowledge: Compliance Adherence: Ensure all client interactions, loan processing tasks, and document submissions comply with applicable federal, state, and local regulations. Stay up-to-date with changes in mortgage industry regulations and standards and assist in ensuring compliance with these changes. Product Knowledge: Stay informed on available mortgage products, interest rates, and industry trends to effectively communicate options to clients and provide guidance. Assist clients in understanding mortgage options and recommend the best solutions for their needs. Supervisory Responsibilities: None Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Competencies: To perform the job successfully, an individual should demonstrate the following competencies: Problem Solving - Superior analytical, evaluative, and problem-solving. Identifies and resolve problems promptly; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics. Detail Oriented - Keen attention to detail Interpersonal Skills - Proven leadership ability. Ability to set and manage priorities judiciously Maintains confidentiality; keeps emotions under control. Oral Communication - Ability to present ideas in business-friendly and user-friendly language. Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; participates in meetings. Written Communication - Writes clearly and informatively; edits work for spelling and grammar; presents numerical data effectively; able to read and interpret written information. Teamwork - Ability to motivate in a team-oriented, collaborative environment. Contributes to building a positive team spirit. Attendance/Punctuality - Is consistently at work and on time, ensures work responsibilities are covered when absent. Dependability - Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; complete tasks on time or notifies appropriate person with an alternate plan. Initiative - Exceptionally self-motivated and directed. Volunteers readily; undertakes self-development activities; seeks increased responsibilities. Innovation - Displays original thinking and creativity; generates suggestions for improving work. Education & Experience: 2+ years of experience in the mortgage or real estate industry is preferred. Experience in customer service or relationship management is a plus. Strong administrative and organizational skills, with experience supporting loan officers or other financial professionals. Technical Skills: Proficiency in Microsoft Office Suite (Word, Excel, Outlook). Experience with loan origination software (e.g., Encompass, Calyx, or similar systems) is a plus. Familiarity with mortgage regulations and documentation is preferred. Licensing: Mortgage Loan Originator (MLO) license or the ability to obtain it is required. Skills: Industry Specific Skills: Ability to establish and maintain effective accounting systems and procedures. Ability to analyze large volumes of data related to complex processes, and visually present the results in a clear and concise manner. Language Skills: Ability to read and interpret documents and writes routine correspondence. Ability to speak effectively with customers/vendors or other employees. Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent. Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situation. Computer Skills: Advanced proficiency in Excel. Attention to details in the accuracy and presentation of reports. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to walk and stoop. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level and temperature in the work environment is usually moderate. This does not promise or imply that the functions listed are the only duties to be performed or that the position may not change or be eliminated. The Company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the Company reserves the right to change this position description and/or assign tasks for the employee to perform, as the Company may deem appropriate.
    $20-25 hourly Auto-Apply 60d+ ago
  • Part Time Lakeland College Student Teller

    Cardinal Credit Union 3.6company rating

    Kirtland, OH jobs

    Must be a Current Lakeland Community College Student to apply Role: This is a Part Time role for a current Lakeland Student to assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments. To increase the acquisition of memberships and member awareness concerning Credit Union products and Services. Major Duties and Responsibilities: 50% Receives and processes member financial transactions, including deposits, withdrawals and loan payments. Balances cash drawer and makes settlement of daily activity. Welcomes members and provides routine information concerning credit union products and services and directs members to appropriate department for specific information. 45% Answers questions about products and services and refers problems that are beyond their authority to the Branch Manager. Identifies cross sell opportunities and cross sell services to members through in person transactional sessions, as well as by telephone and outbound calls. 5% Other duties as assigned. Expectations: 1.To provide friendly, professional, personal service to all members. 2.To balance at least 90% of the time, being no more than $5.00 off and with total outage not to exceed $50.00 in a 3-month period. 3.To strive for transaction posting accuracy, measurement to be determined by department manager and to be measured in employee performance evaluation goals. 4.To meet the minimum established incentive goals each month. 5.To maintain a dependable record of attendance and timeliness. 6.To troubleshoot and resolve member and internal inquiries in a timely, friendly and accurate manner. PM22 Requirements Knowledge and Skills: Experience: Minimum of six months customer service and cash handling experience is required. Minimum of six months sales/referral experience that includes providing related products and service options to customers required. Education: Must be a Current Lakeland Community College Student
    $25k-29k yearly est. 60d+ 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
  • Part-time Barista

    Richwood Bank 3.9company rating

    Bellefontaine, OH jobs

    Job Description Barista 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 Barista position is housed within a Richwood branch coffee shop and is responsible for serving all products with friendly, individualized attention. They are responsible for educating customers about the premium coffees and teas served at Richwood Coffee and identifying opportunities to upgrade customer plans for coffee. Additionally, they communicate when supplies or branded materials need stocked or ordered. Richwood Bank prides itself on its unique company culture and all team members should be active and engaged participants. Essential Functions Smiles and greets all customers upon entering the branch. Develops a rapport with customers by learning their names, favorite drinks, etc. Verbally receives and creates customer orders in a friendly, efficient, and personalized manner Responds proactively to prevent customer service situations Accurately scans orders into the Point-of-Sale system (POS) and reports balances to customers Answers customer questions regarding coffee blends, preparation, and product freshness Ensures that customers are educated on our Coffee Shop history, program, products, services, and Beneficiaries Maintains the highest quality and product standards Follows all Crimson Cup drink recipes and procedures Educate themselves on the diverse types of coffee, tea products, blends, and roasts Restocks supplies when necessary and informs Barista Lead when additional supplies or branded materials are needed Routinely cleans the bar area, floor, windows, and grinders, and takes out trash, etc. Reports potential safety hazards to the branch manager Informs the Branch Manager on duty of any operational inconsistencies and strengths noted with processes Willing and able to work a Monday through Saturday To be classified as a full-time employee, Baristas must work at least forty (40) hours per week. Part-time employees are required to work at least twenty (20) hours per week, to maintain their part-time status. Baristas working less than twenty (20) hours per week will be classified as seasonal employees. Skills and Abilities Excellent customer service skills Work well under pressure and in a fast-paced environment Strong communication skills High degree of accuracy Detailed and organized Maintain a positive morale and professional attitude towards your team and customers Punctual Excellent verbal and written skills. Maintains positive morale and professional attitude. Excellent verbal and written skills. Well-organized and detail oriented. 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.
    $23k-28k yearly est. 4d ago
  • Part Time (20 Hours) Associate Banker, Bowling Green Downtown, Bowling Green, OH

    Jpmorgan Chase & Co 4.8company rating

    Bowling Green, OH jobs

    JobID: 210686888 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities * Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. * Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. * Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. * Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. * Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills * Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. * Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. * Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. * Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. * Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. * Ability to quickly and accurately learn products, services, and procedures. * Client service experience or comparable experience. * High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Cash handling experience.
    $19k-39k yearly est. Auto-Apply 21d ago

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