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Technical Support Representative jobs at Lincoln Financial Group - 1492 jobs

  • Market Executive: Innovation Tech Banking MD

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA jobs

    A leading financial institution seeks a Market Executive in San Francisco to manage relationships within the Software Technology sector and lead banking teams. The candidate will focus on innovative startups and require 15+ years of experience in account management within a Commercial Bank. This role also demands strong communication and problem-solving skills. A competitive salary and benefits are offered for this full-time position, with an emphasis on industry trends and client acquisition. #J-18808-Ljbffr
    $72k-127k yearly est. 2d ago
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  • Customer Service Representative I

    Centennial Bank-Home Bancshares, Inc. 4.2company rating

    Addison, TX jobs

    The Customer Service Representative I (CSR) is responsible for retaining existing relationships and establishing new deposit accounts in accordance with branch goals. The CSR is also responsible for promoting and cross-selling bank products and servi Customer Service Representative, Customer Service, Representative, Processing, Retail, Banking
    $36k-42k yearly est. 2d ago
  • Customer Service Representative I

    Centennial Bank 4.2company rating

    Addison, TX jobs

    The Customer Service Representative I (CSR) is responsible for retaining existing relationships and establishing new deposit accounts in accordance with branch goals. The CSR is also responsible for promoting and cross-selling bank products and services. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Open new accounts including checking, savings, CDs, IRAs and other products Offered by the bank. 2. Complies with all applicable regulations, policies and procedures. 3. Assess customer needs and cross sell appropriate products and services. 4. Functions as Teller, Sr. Teller or Teller Supervisor as needed. 5. Supports attainment of branch goals. 6. Refers new business to company subsidiaries, such as insurance, mortgage and brokerage. 7. Resolve customer concerns and ensure effective and long term problem resolution. 8. Develops and builds customer loyalty. 9. Follows up on referrals made by other team members. 10. Assists with loan origination and processing as needed. 11. Answers customer inquiries relating to products, rates and services. 12. Provides ancillary services such as notary services. 13. Responsible for tracking and monitoring of all required documentation. 14. Maintains positive, friendly and professional attitude and appearance. 15. Adheres to work schedules. 16. Completes required BSA/AML training and other compliance training as assigned. 17. The ability to work in a constant state of alertness and in a safe manner. 18. Perform any other related duties as required or assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION AND EXPERIENCE High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc, plus 12 to 18 months related experience and/or training, or equivalent combination of education and experience. COMMUNICATION SKILLS Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization. MATHEMATICAL SKILLS Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations. CRITICAL THINKING SKILLS Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature. REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS None PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS Some outside banking related courses preferred. SOFTWARE SKILLS REQUIRED Intermediate: Spreadsheet Basic: 10-Key, Payroll Systems, Word Processing/Typing WORKING CONDITIONS Somewhat disagreeable working conditions. Continuously exposed to one or two elements such as noise, intermittent standing, walking; and occasional pushing, carrying, or lifting. ENVIRONMENTAL CONDITIONS The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. PHYSICAL ACTIVITIES The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations. Semi-repetitive, low physical. Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks. While performing the functions of this job, the employee is continuously required to talk or hear; regularly required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms; frequently required to stoop, kneel, crouch, or crawl; an. The employee must frequently lift and/or move up to 50 pounds; regularly lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision. ADDITIONAL INFORMATION - Demonstrated sales ability a plus - May be required to work an alternative location within the region or market Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $36k-42k yearly est. 2d ago
  • Client Support Associate - Charlotte

    Ameriprise Financial, Inc. 4.5company rating

    Charlotte, NC jobs

    Responsible for client interactions including converting service calls to sales opportunities from inbound client calls. Preparing Client Relationship Managers for sales presentations and interactions with clients. First call resolution, setting up a Client Support, Relationship Manager, Associate, Client Relations, Financial Planning, Support, Business Services
    $55k-86k yearly est. 2d ago
  • Customer Service Representative

    CCF Holdings LLC 4.4company rating

    Redding, CA jobs

    Your Opportunity Customer Service Representative Check Into Cash Redding, CA As a Customer Service Representative (CSR), you'll help people in your community access the financial solutions they need-right when they need it the most. You'll play a pivotal role in our fast-paced environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences. Many of our senior leaders launched their careers in this dynamic entry level position, so rest assured you'll be offered hands-on training, coaching, and development as we invest in your long-term success. If you're looking for an opportunity to advance at a fast-growing, profitable, impact-driven company, then read on! What We Offer Compensation The hourly wage for the position is $20.00 per hour. The hourly rate is just one of many elements that make up our Total Compensation package. Benefits & Perks* Paid on-the-job training and a comprehensive new hire program. Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development. Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country. Enrollment in a Key Holder Program designed to establish and enhance leadership potential for promotion. Performance-based career advancement. Educational Reimbursement Program. Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA/Dependent Care FSA). Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program. Company-Sponsored Life and AD&D Insurance. Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance. Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program. Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace. Paid time off that grows with you, starting with 12 days in your first year. A relaxed, business casual dress code that includes jeans and sneakers! Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What You'll Do - Essential Duties and Responsibilities Connect with customers to cultivate lasting relationships that drive repeat business. Review, validate, and process customer transactions with accuracy. Maximize customer success by offering personalized financial services that fit their lifestyle. Enter and maintain customer information with precision and integrity into a Point of Sale (POS) system. Build new business by completing daily call campaigns. Assist in customer account management and collections by accepting payments and managing customer appointments. Perform duties outside of the office, where applicable, including on site vehicle appraisals, store errands, and external marketing. Participate in in-store and community events. Maintain internal and external store appearance and meet cleanliness standards to enhance customer experience. Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer, as needed. Uphold compliance with Company policies and procedures, and all relevant local, state, and federal laws and regulations. Engage in ongoing training and stay current on product and process changes. Work efficiently in a dynamic and fast-paced environment and effectively navigate multiple tasks with ease to meet individual and team performance standards. Conduct additional tasks as directed by leadership. Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week. Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements. What We're Looking For - Qualifications and Skills A high school diploma or equivalent. Excellent verbal and written communication skills, plus professional demeanor with customers and colleagues. Meticulous attention to detail and ability to accurately enter data. Proficiency in using phones, POS system, Microsoft Office, and other computer systems. Must be at least 18 years of age (19 in Alabama). Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard. Nice to Haves - Preferred Qualifications and Skills Experience in check cashing, document verification, and/or money order processing. Prior cash handling, cash drawer/vault management experience. Bilingual (English/Spanish) is a plus and may be required for certain locations. Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). Workplace Awards & Recognition We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek. Our Purpose The Community Choice Financial Family of Brands ("CCF" or the "Company"), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. Think you'll thrive here? Learn more at ************************************************* The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer. #INDMGR
    $20 hourly 2d ago
  • Customer Service Representative - Porterville

    Bank of The Sierra 4.0company rating

    Porterville, CA jobs

    The Customer Service Representative assists Bank customers on the phone with questions regarding their accounts and Bank products. They must be able to maintain confidentiality and be prepared to deal with upset customers in a professional manner. To remain in the Customer Service Center, the employee must satisfactorily complete or have completed Bank of the Sierra's Teller Training Program and the New Accounts Training Program. RESPONSIBILITIES INCLUDE, BUT ARE NOT LIMITED TO: Have a polite and engaging telephone decorum. Process a minimum of 175 phone calls daily. Maintain an acceptable knowledge level of Bank products and compliance issues. Assist customers with questions regarding Bank products. Be willing and able to learn all "back office" job functions in the CSC. Be willing and able to cross-sell bank incentive products daily. Assist customers with questions regarding their various accounts. Manage difficult or emotional customer situations; respond promptly to customer needs; solicit customer feedback to improve service; respond to requests for service and assistance; meet commitments. Maintains confidentiality; listens to others without interrupting; keeps emotions under control. Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and ethics; upholds organizational values. Follows policies and procedures; completes administrative tasks correctly and on time; supports organization's goals and values; benefits organization through outside activities; supports affirmative action and respects diversity. Other duties may be assigned. REQUIRED KNOWLEDGE SKILL AND ABILITY: To perform the job successfully, an individual should demonstrate the following competencies: Excellent customer service skills, attentiveness, information retention, tact, and diplomacy in dealing with both customers and employees. Mathematical skills. Strong communication & organizational skills. Detail-oriented, with a high degree of accuracy. Competence with computers, telephone, 10-key calculator, other office machinery, Word, and Excel. Ability to work in a fast-paced environment & under pressure as needed. EDUCATION AND EXPERIENCE: High school diploma or GED equivalent required. Two (2) or more years of experience in bank operations, new accounts, or credit assistant/loan positions WORK ENVIRONMENT: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners, filing cabinets, and fax machines. The noise level in the work environment is usually moderate. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. 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 essential functions. While performing the duties of this job, the employee is frequently required to stand, use hands to handle or feel, reach with hands and arms, and talk or hear. The employee is occasionally required to walk and sit. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. AT-WILL EMPLOYMENT NOTICE: I understand that, if hired, my employment with Bank of the Sierra is at-will, meaning that either I or the bank may terminate the employment at any time, with or without cause or advance notice, so as long as the reason is lawful. By submitting this application, you understand and agree to the at-will notice. Bank of the Sierra is proud to be an equal opportunity workplace and is an affirmative action employer committed to equal employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $33k-38k yearly est. 2d ago
  • Customer Service Representative I

    Centennial Bank 4.2company rating

    Fort Worth, TX jobs

    The Customer Service Representative (CSR) I is responsible for retaining existing relationships and establishing new deposit accounts by branch goals. This position is responsible for promoting and cross-selling bank products and services. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Opens new accounts including checking, savings, CDs, IRAs and other products offered by the bank. 2. Complies with all applicable regulations, policies and procedures. 3. Assesses customer needs and cross sell appropriate products and services. 4. Functions as Teller, Sr. Teller or Teller Supervisor as needed. 5. Supports attainment of branch goals. 6. Refers new business to company subsidiaries, such as insurance, mortgage and brokerage. 7. Resolves customer concerns and ensure effective and long term problem resolution. 8. Develops and builds customer loyalty. 9. Follows up on referrals made by other team members. 10. Provides assistance with loan origination and processing as needed. 11. Responds to customer inquiries relating to products, rates and services. 12. Provides ancillary services such as notary services. 13. Responsible for tracking and monitoring of all required documentation. 14. Maintains positive, friendly and professional attitude and appearance. 15. Adheres to work schedules. 16. May be required to work an alternative location within the region or market. 17. The ability to work in a constant state of alertness and in a safe manner. 18. Completes required BSA/AML training and other compliance training as assigned. 19. Perform any other related duties as required or assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION AND EXPERIENCE High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc., plus 12 to 18 months related experience and/or training, or equivalent combination of education and experience. COMMUNICATION SKILLS Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization. MATHEMATICAL SKILLS Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations. CRITICAL THINKING SKILLS Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature. REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS None PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS Some outside banking related courses preferred. SOFTWARE SKILLS REQUIRED Intermediate: Spreadsheet Basic: 10-Key, Payroll Systems, Word Processing/Typing WORKING CONDITIONS Somewhat disagreeable working conditions. Continuously exposed to one or two elements such as noise, intermittent standing, walking, pushing, carrying, or lifting. May involve some travel and/or work is at times, in the evening or during the night hours. ENVIRONMENTAL CONDITIONS The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. PHYSICAL ACTIVITIES The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations. Semi-repetitive, low physical. Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks. While performing the functions of this job, the employee is continuously required to talk or hear; regularly required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms; frequently required to stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 50 pounds; regularly lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision. ADDITIONAL INFORMATION - Demonstrated sales ability a plus - This position may be required to work an alternative location within the region or market Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $36k-42k yearly est. 2d ago
  • Customer Service Representative I

    Centennial Bank-Home Bancshares, Inc. 4.2company rating

    Fort Worth, TX jobs

    The Customer Service Representative (CSR) I is responsible for retaining existing relationships and establishing new deposit accounts by branch goals. This position is responsible for promoting and cross-selling bank products and services. ESSENTIAL Customer Service Representative, Customer Service, Representative, Processing, Retail, Banking
    $36k-42k yearly est. 2d ago
  • Customer Service Representative

    Tata Consultancy Services 4.3company rating

    Plano, TX jobs

    The CSAT Agent safeguards customer satisfaction during circuit discontinuance and migration activities across designated wire centers. You will proactively communicate, capture feedback, resolve issues, and drive CSAT improvements throughout the transition, partnering closely with Engagement Managers, Fulfillment Executors, and Data Analysts. The objective is to ensure continuity of service, transparent communication, and optimal customer satisfaction during migrations and disconnections. CSAT measurement & improvement: Run structured CSAT touchpoints (surveys, callbacks), log qualitative comments, and convert feedback into improvement actions. Collaborate with Data Analysts to segment dissatisfaction drivers and publish weekly insight summaries to pod leadership. Stakeholder collaboration Work hand‑in‑hand with Engagement Managers and client sales teams to align messaging and resolve customer concerns quickly. Maintain accurate case notes and status in program trackers/dashboards; contribute to governance and reporting cadences. Compliance & documentation Adhere to AT&T standards for data accuracy, privacy, and communication records; ensure inventory disposition is reflected in the systems of record. Outcomes & KPIs (program‑aligned) Customer Satisfaction (CSAT): Achieve/maintain target CSAT for migration interactions; reduce escalations week‑over‑week across pods. (Program emphasis on “optimal customer satisfaction.”) First‑Contact Resolution (FCR): Resolve defined classes of issues without handoff; hit FCR targets agreed in pod runbooks. Communication Quality: 100% adherence to approved outreach scripts and compliance requirements; zero privacy incidents. Data Hygiene: 100% accurate case logging and disposition updates in trackers/dashboards. Qualifications: 2-4 years in customer success, enterprise care, or telecom migration projects with measurable CSAT outcomes. Excellent verbal/written communication; ability to simplify complex migration steps for enterprise stakeholders. Experience with ticketing/CRM tools and structured survey/feedback collection. Salary Range: $40,000 - $55,000 per year
    $40k-55k yearly 5d ago
  • Customer Service Representative (Bilingual)

    CCF Holdings LLC 4.4company rating

    San Antonio, TX jobs

    Your Opportunity Customer Service Representative (Bilingual) Titlemax San Antonio, TX As a Customer Service Representative (CSR), you'll help people in your community access the financial solutions they need-right when they need it the most. You'll play a pivotal role in our high-performance environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences. Many of our senior leaders launched their careers in this dynamic entry level position, so rest assured you'll be offered hands-on training, coaching, and development as we invest in your long-term success. If you're looking for an opportunity to advance at a fast-growing, profitable, impact-driven company, then read on! What We Offer Compensation The hourly wage for the position is $14.00 per hour. The hourly rate is just one of many elements that make up our Total Compensation package. Benefits & Perks* Paid on-the-job training and a comprehensive new hire program. Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development. Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country. Enrollment in a Key Holder Program designed to establish and enhance leadership potential for promotion. Performance-based career advancement. Educational Reimbursement Program. Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA). Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program. Company-Sponsored Life and AD&D Insurance. Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance. Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program. Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace. Paid time off that grows with you, starting with 12 days in your first year. Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What You'll Do - Essential Duties and Responsibilities Connect with customers to cultivate lasting relationships that drive repeat business. Review, validate, and process customer transactions with accuracy. Maximize customer success by offering personalized financial services that fit their lifestyle. Enter and maintain customer information with precision and integrity into a Point of Sale (POS) system. Build new business by completing daily call campaigns. Assist in customer account management and collections by accepting payments and managing customer appointments. Perform duties outside of the office, where applicable, including on site vehicle appraisals, store errands, and external marketing. Participate in in-store and community events. Maintain internal and external store appearance and meet cleanliness standards to enhance customer experience. Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer, as needed. Uphold compliance with Company policies and procedures, and all relevant local, state, and federal laws and regulations. Engage in ongoing training and stay current on product and process changes. Work efficiently in a dynamic and fast-paced environment and effectively navigate multiple tasks with ease to meet individual and team performance standards. Conduct additional tasks as directed by leadership. Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week. Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements. What We're Looking For - Qualifications and Skills A high school diploma or equivalent. Excellent verbal and written communication skills, plus professional demeanor with customers and colleagues. Meticulous attention to detail and ability to accurately enter data. Proficiency in using phones, POS system, Microsoft Office, and other computer systems. Must be at least 18 years of age (19 in Alabama). Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard. Nice to Haves - Preferred Qualifications and Skills Experience in check cashing, document verification, and/or money order processing. Prior cash handling, cash drawer/vault management experience. Bilingual (English/Spanish) is a plus and may be required for certain locations. Workplace Awards & Recognition We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek. Our Purpose The Community Choice Financial Family of Brands ("CCF" or the "Company"), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. Think you'll thrive here? Learn more at ************************************************* The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Community Choice Financial Family of Brands, including its subsidiaries and affiliates, (the "Company") uses artificial intelligence ("AI") tools to assist in its recruitment and hiring process. Read the AI Use Consent and Acknowledgement for more information. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
    $14 hourly 1d ago
  • Customer Service Representative

    CCF Holdings LLC 4.4company rating

    Mesa, AZ jobs

    Your Opportunity Customer Service Representative Speedy Cash Mesa, AZ As a Customer Service Representative (CSR), you'll help people in your community access the financial solutions they need-right when they need it the most. You'll play a pivotal role in our fast-paced environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences. Many of our senior leaders launched their careers in this dynamic entry level position, so rest assured you'll be offered hands-on training, coaching, and development as we invest in your long-term success. If you're looking for an opportunity to advance at a fast-growing, profitable, impact-driven company, then read on! What We Offer Compensation The hourly wage for the position is $17.25 per hour. The hourly rate is just one of many elements that make up our Total Compensation package. Benefits & Perks* Paid on-the-job training and a comprehensive new hire program. Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development. Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country. Enrollment in a Key Holder Program designed to establish and enhance leadership potential for promotion. Performance-based career advancement. Educational Reimbursement Program. Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA). Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program. Company-Sponsored Life and AD&D Insurance. Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance. Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program. Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace. Paid time off that grows with you, starting with 12 days in your first year. A relaxed, business casual dress code that includes jeans and sneakers! Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What You'll Do - Essential Duties and Responsibilities Connect with customers to cultivate lasting relationships that drive repeat business. Review, validate, and process customer transactions with accuracy. Maximize customer success by offering personalized financial services that fit their lifestyle. Enter and maintain customer information with precision and integrity into a Point of Sale (POS) system. Build new business by completing daily call campaigns. Assist in customer account management and collections by accepting payments and managing customer appointments. Perform duties outside of the office, where applicable, including on site vehicle appraisals, store errands, and external marketing. Participate in in-store and community events. Maintain internal and external store appearance and meet cleanliness standards to enhance customer experience. Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer, as needed. Uphold compliance with Company policies and procedures, and all relevant local, state, and federal laws and regulations. Engage in ongoing training and stay current on product and process changes. Work efficiently in a dynamic and fast-paced environment and effectively navigate multiple tasks with ease to meet individual and team performance standards. Conduct additional tasks as directed by leadership. Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week. Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements. What We're Looking For - Qualifications and Skills A high school diploma or equivalent. Excellent verbal and written communication skills, plus professional demeanor with customers and colleagues. Meticulous attention to detail and ability to accurately enter data. Proficiency in using phones, POS system, Microsoft Office, and other computer systems. Must be at least 18 years of age (19 in Alabama). Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard. Nice to Haves - Preferred Qualifications and Skills Experience in check cashing, document verification, and/or money order processing. Prior cash handling, cash drawer/vault management experience. Bilingual (English/Spanish) is a plus and may be required for certain locations. Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). Workplace Awards & Recognition We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek. Our Purpose The Community Choice Financial Family of Brands ("CCF" or the "Company"), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. Think you'd thrive here? Learn more at ************************************************* The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
    $17.3 hourly 2d ago
  • Customer Service Representative

    CCF Holdings LLC 4.4company rating

    Terre Haute, IN jobs

    Your Opportunity Customer Service Representative Check Into Cash Terre Haute, IN As a Customer Service Representative (CSR), you'll help people in your community access the financial solutions they need-right when they need it the most. You'll play a pivotal role in our fast-paced environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences. Many of our senior leaders launched their careers in this dynamic entry level position, so rest assured you'll be offered hands-on training, coaching, and development as we invest in your long-term success. If you're looking for an opportunity to advance at a fast-growing, profitable, impact-driven company, then read on! What We Offer Compensation The hourly wage for the position is $14.00 per hour. The hourly rate is just one of many elements that make up our Total Compensation package. Benefits & Perks* Paid on-the-job training and a comprehensive new hire program. Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development. Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country. Enrollment in a Key Holder Program designed to establish and enhance leadership potential for promotion. Performance-based career advancement. Educational Reimbursement Program. Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA). Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program. Company-Sponsored Life and AD&D Insurance. Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance. Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program. Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace. Paid time off that grows with you, starting with 12 days in your first year. A relaxed, business casual dress code that includes jeans and sneakers! Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What You'll Do - Essential Duties and Responsibilities Connect with customers to cultivate lasting relationships that drive repeat business. Review, validate, and process customer transactions with accuracy. Maximize customer success by offering personalized financial services that fit their lifestyle. Enter and maintain customer information with precision and integrity into a Point of Sale (POS) system. Build new business by completing daily call campaigns. Assist in customer account management and collections by accepting payments and managing customer appointments. Perform duties outside of the office, where applicable, including on site vehicle appraisals, store errands, and external marketing. Participate in in-store and community events. Maintain internal and external store appearance and meet cleanliness standards to enhance customer experience. Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer, as needed. Uphold compliance with Company policies and procedures, and all relevant local, state, and federal laws and regulations. Engage in ongoing training and stay current on product and process changes. Work efficiently in a dynamic and fast-paced environment and effectively navigate multiple tasks with ease to meet individual and team performance standards. Conduct additional tasks as directed by leadership. Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week. Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements. What We're Looking For - Qualifications and Skills A high school diploma or equivalent. Excellent verbal and written communication skills, plus professional demeanor with customers and colleagues. Meticulous attention to detail and ability to accurately enter data. Proficiency in using phones, POS system, Microsoft Office, and other computer systems. Must be at least 18 years of age (19 in Alabama). Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard. Nice to Haves - Preferred Qualifications and Skills Experience in check cashing, document verification, and/or money order processing. Prior cash handling, cash drawer/vault management experience. Bilingual (English/Spanish) is a plus and may be required for certain locations. Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). Workplace Awards & Recognition We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek. Our Purpose The Community Choice Financial Family of Brands ("CCF" or the "Company"), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. Think you'll thrive here? Learn more at ************************************************* The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
    $14 hourly 2d ago
  • Customer Service Representative (Regional Remote)

    Diamond Credit Union 3.6company rating

    Pottstown, PA jobs

    Member Advocate - Member Experience Center-Call handles member requests and provides exceptional member service, using product knowledge to recognize cross sell opportunities and refer to appropriate credit union specialists. Supervisory Responsibilities: No direct reports. Essential Functions: Effectively handle incoming calls, making sure all calls are answered within 2 rings, while ensuring established average speed of answer performance and abandon rate standards are met. Assist members with general inquiries, account management, routine account-related requests such as: account reconciliation, evaluation and explanation of products, service fee and overdraft charges, up to and including fee refunds, transfer of funds, stop payment requests, debit cards (i.e.: usage, limits and dispute processing), credit card and loan payment processing, account maintenance changes (i.e.: name/address, phone, etc.) check reorders and interaction with internal support departments and 3rd parties. Requirements Required Skills / Abilities: Demonstrated dedication to positive, member-focused service. Good interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner. Good organizational skills and attention to detail. Ability to work through member situations and provide effective and accurate resolutions. Good technical skills and ability to work with multiple systems. Ability to be available at 8:00am M-Sat. Available to work until 5:00pm M-W, 7:00pm Th, 6:00pm Fri, and 1:00pm Sat on a rotational basis. Education / Experience: High school diploma or equivalent. Two plus years of customer service experience, preferably within a financial institution. Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.
    $24k-29k yearly est. 3d ago
  • Technical Writer Intern - Summer 2026, Foster City

    Visa 4.5company rating

    Foster City, CA jobs

    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description Visa's Internship Program provides an immersive, 12-week journey whereyou'llwork on impactful projects that drive Visa's mission forward. As a Visa intern,you'llbuild valuable connections across the organization, sharpen your communication and business acumen, and gain hands-on experience in a dynamic, global environment. Throughout the program,you'llhave exclusive access to interactive workshops and learning sessions designed to deepen yourexpertise, expand your industry knowledge, and elevate your professional skillset. Youwon'tjust belearning,you'llbe contributing, collaborating, and innovating every step of the way.In addition to professional development,you'llenjoy a variety of intern social events that foster community, connection, and fun throughout the summer. The experience culminates in an exciting final presentation, whereyou'llshowcaseyour project achievements, share key insights, and present your recommendations to Visa's leaders and stakeholders. This is your chance todemonstrateyour business impact, highlight your personal growth, and align your work with Visa's vision for the future. Payment Products Development (PPD): This is the team behind VisaNet, the payments network that connects consumers and merchants with financial institutions. The team strives to maintain quality through high-availability and high volume to enable industry collaboration and innovation today and tomorrow. As part of the Payment Products Development Communications (PPDC) team, you'll work closely with other team members to help develop articles for the Global Technical Letter and Implementation Guide (GTLIG) and Global Service Activation Guide (GSAG). These articles document enhancements to a wide variety of Visa products and services as well as changes to existing core systems being made in the VisaNet Business Enhancements Release (BER). Our team collaborates with systems architects, software engineers, project managers, business partners, and client support staff to ensure multi-system technical, implementation, and testing requirements are fully developed and documented for clients and Visa staff. We proactively support consistent on-time delivery of client documentation for every Visa Business Enhancements Release. Our team also produces standalone Technical Letters, Technical Specification Guides, Client Implementation Guides, Service Activation Guides, and Service Advisories for off-release systems implementations, as well as updates to internal guides for customer service staff. Key responsibilities and projects include: Building and managing strong relationships with business partners and technology teams to successfully deliver on time projects. Learn and apply Visa's writing standards for all internal and client-facing documentation. Collaborate with authors and editors on writing, reviewing, and producing high quality documentation. Research and support the use of technologies such as, but not limited to, Atlassian Jira and Confluence, and AI agents, to help our improve documentation processes. Support the team in analysis and automation initiatives, and more. Qualifications Basic Qualifications: Pursuing a Bachelor's degree in Technical Writing, Journalism, English, Rhetoric, Business, or a related field, graduating December 2026to August 2027 Strong communications skills, specifically, the absence of repeated grammatical or typographical errors, clear and concise written and spoken communications, and communications that demonstrate professional judgment. Preferred Qualifications: Skilled in writing and editing documents Ability to analyze technical information and distill it into plain English Strong skills in HTML and CSS XML or similar experience Other coding skills are a plus Experience working with AI agents Ability to take on challenges and address problems head-on Strong ability to collaborate Highly driven and resourceful Ability to work in a fast-paced and dynamic environment Additional Information U.S. APPLICANTS ONLY:The estimated hourly range for a new hire into this position is $30-$35/hr which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program. Work Authorization: Visa will not sponsor applicants for work visas in connection with this position. Future sponsorship will not be considered. Work Hours: Varies upon the needs of the department Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code
    $30-35 hourly 4d ago
  • Data Support Analyst I

    Emoney Advisor 3.9company rating

    Stamford, CT jobs

    Job Summary The primary focus of the Data Support Analyst I representative is to provide proactive customer service to both our clients and internal teams. This position will troubleshoot, diagnose, and resolve problems with our aggregation systems. Job Responsibilities Provide Tier 2 level support via chat, email, and phone Interface with end user clients to help troubleshoot and resolve technical issues, procedural issues, and ensure data transfer efficiencies Interface with internal support teams on escalated issues - both customer and operations based Adhere to team and individual key performance indicators (KPIs) Stay up to date on system releases, new features, and bugs Make outbound calls help expedite resolution Provides a second level of support for account aggregation Perform other duties as assigned Requirements Bachelor's degree or equivalent work experience required; college degree preferred 2 years customer service experience preferred Team Player with the ability to work independently as needed Ability to work overtime, including evenings and weekends as needed Skills Exceptional communication skills (both written and verbal) Strong analytical and diagnostic skills Working knowledge of different aggregation methods(Screen Scraping,API's, and File Based) Understand the different types of financial accounts that can be aggregated Ability to read and interpretdifferent HTTPresponses (JSON, XML, HTML and others) Strong technical troubleshootingand critical thinking Ability to adapt in a fast-paced environment while multitasking Dependable, accountable, self-motivated, and drive to excel Detailed oriented Working knowledge of MS Office suite Strong organization skills and excellent time management skills The salary range for this position is $50,000 - $59,000; commensurate salary to be determined based on skills, professional background and expertise. This position is also eligible, pursuant to applicable eMoney policies, for the annual bonus program, retirement contributions, health insurance, sick leave, parental leave and paid time off. At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it's the only wealth management system that offers transparency, security, mobile access, and superior organization. Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. Today, we serve more than 109,000 financial professionals and support over 6 million end clients. At eMoney, we create and nurture a culture that values diversity and inclusion, which enables our employees to thrive and do their best work. Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results. eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.
    $50k-59k yearly 3d ago
  • Mortgage Support Servicing Analyst 1

    First National Bank of Pennsylvania 4.5company rating

    Pittsburgh, PA jobs

    Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania. 15219.Join our team. Make a difference - for us and for your future. Mortgage Servicing Support Analyst 1 Business Unit:Mortgage Administration Reports to:Manager of Analytics and Reporting Position Overview: The incumbent will create and maintain reporting and analytic efforts for the Servicing area. They will drive data reporting solutions to improve the business and data integrity. Responsible for data tracking and aggregation for reporting to senior management and regulators. Responsible for managing data required for servicing related projects. Is responsible for ensuring all Mortgage Electronic Registration System (MERS) related functions are completed in accordance with MERS rules. Incumbent will also assist with eOscar credit disputes, subordinations and partial releases. Primary Responsibilities: Build, develop and maintain data reporting for all of mortgage servicing in Microsoft Excel, IBM Cognos Business Analytics, and the Enterprise Data Warehouse.Aggregate information through charts and graphs with added commentary as appropriate.Create new analyses, models and/or tools that deliver insights that enable the business partners to further their objectives. Performs all process functions related to Mortgage Electronic Registration System (MERS). Establishes the acquisition and timelines with all parties internal and external for MERS. Performs MIN level research on any MERS portfolio reconciliation. Reviews and maintains all reporting provided by MERS.Coordinates any tasks or projects related to MERS. Performs the monthly and quarterly reconciliation of loans boarded on the core servicing system to MERS. Maintains the Global Address List (GAL) email account for official MERS communication. Collects, understands and defines project business requirements and translates them into functional specifications/reports.Supports management with various reporting functions to monitor business performance and other needs. Responsible for all mortgage subordinations and partial release functions.Reviews collateral appraisal reports to ensure the collateral valuation maintains the LTV of the loan, analysis of additional documentation for proper protection of FNB collateral for loan. Investigates and responds to all credit bureau disputes, as required by the Fair Credit Reporting Act (FCRA), and Regulation V. Responding timely to either direct or indirect disputes, through the eOscar system.Maintains reports and evidence of completed actions on all disputes. Maintains and updates operations procedures for eOscar as needed. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: Associates Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 1 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Ability to use general office equipment Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level MERS, Access, SQL, SAS, Spotfire, Power BI knowledge is a plus Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $53k-62k yearly est. 3d ago
  • Delivery Support Associate

    NSC 4.8company rating

    Indianapolis, IN jobs

    Preferred: Bi-lingual Spanish speaking The Delivery Support Associate plays a key part in the daily and weekly administrative functions for the One NSC process. Each Delivery Support Associate will work with their assigned operational leaders, recruiters, sales representatives, and field associates. In this role the Delivery Support Associate will ensure the smooth operation of the branch and daily recruiting and business operations. They are the liaison between the field (sales & recruiting) and the back office (finance & risk). Key Accountabilities Answer and direct inbound calls to the appropriate departments or personnel, ensuring timely and accurate handling of all inquiries. Timely, accurately, and compliantly send, review, approve and process new hire onboarding paperwork, including offer letters, Direct Deposit information, and completing the I-9 and e-verify. The Delivery Support Associate must demonstrate a high degree of service orientation, focused on actively working to onboard new employees in a manner that positively represents the company and makes the new employee feel important and welcome. Process necessary background checks and drug tests required for jobs. Collect save, and process weekly timecard entry and approval process, including expenses, per diem, and sick time as needed for payout every Friday. Work in close communication with operational leaders, Recruiters, HR, Payroll, and Billing departments in addition to field associates. Provide timecard and billing adjustment as needed to ensure proper payout and invoicing. First point of contact for trouble shooting any onboarding and payroll issues. Work with each recruiting team on ensuring job boards are up to date. Assist recruiters with tracking candidates in VMS exchanges as well as tracking employee certifications to ensure they are active. Assist with ordering, scheduling, and administering required employee remote and onsite training during the onboarding process. Contribute to front of the office duties as needed per office. Other duties as assigned. Minimum Experience Requirements High School Diploma: Possess a high school diploma or equivalent qualification; additional education may satisfy work experience qualifications. Prefer experience with human resources processes, employee onboarding, and/or payroll process experience. Previous experience with delivering exceptional customer service. Ability to work independently Exceptional verbal and written communication skills, enabling effective communication with clients, candidates, and internal team members. Ability to clearly articulate job, employment, and payroll information. Judgment and decision-making ability. Strong customer service/client relations skills. Organizational and multi-tasking skills. Communication skills (oral and written). Ability to handle stress successfully. Proficiency in using Bullhorn (Preferred), Microsoft applications, and other computer-based applications. Analytical Skills: Ability to evaluate complex situations, proactively identify issues that may adversely impact the company's delivery and payroll processes and implement timely and effective solutions to problems. Able to initiate and embrace change. Time management skills (ability to multi-task). Interpersonal skills.
    $23k-33k yearly est. 1d ago
  • Universal Experience Rep I

    Firstlight Federal Credit Union 4.2company rating

    El Paso, TX jobs

    Part of the Retail Floater team and provides coverage to various engagement centers throughout the city. Assists members in an Engagement Center setting or by using virtual technology. A UER I is responsible for providing exceptional service to our members by identifying and recommending appropriate products and service solutions based on the members financial needs. A UER I is responsible for a variety of services, including, but not limited to opening accounts, closing accounts, renewing certificate accounts, transactions, and assisting members with financial education. Responsible for educating members on Credit Union technology. Effectively role models the Credit Union's Core Values. The UER level I is an entry position in training and may progress to a level II. Job Qualifications EDUCATION/CERTIFICATION: High School diploma or equivalent. EXPERIENCE REQUIRED: One (1) year financial institution experience or three (3) years of customer service experience for every year of financial institution experience required. FirstLight Federal Credit Union is proud to be an Equal Opportunity workplace and an Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Scan QR Code for information.
    $28k-33k yearly est. 3d ago
  • Part-Time Teller Support Specialist

    City Bank 4.4company rating

    Lubbock, TX jobs

    DescriptionThe position of Teller Support Specialist is responsible for offering assistance to the Lubbock and surrounding area branches by performing branch teller services, new account services, and assisting with customer service issues. They will do so in a professional, timely and efficient manner and according to established bank policies and procedures. Essential Duties Represents the bank in a courteous and professional manner. Furnishes prompt, efficient and accurate service in processing transactions. Able to interact and adapt to different branches and their specific needs or requests. Travels from branch to branch on a daily basis or as requested. Monitors the TSS Calendar consistently and is prepared at all times for any changes that may present itself within the daily schedule. Is prepared at all times with their name tag, name plate and teller stamp. Retains vast amounts of knowledge in many different areas of the bank. Prepares teller window with adequate supplies and is organized and ready to serve customers by regularly scheduled opening times. Maintains a high level of security awareness within daily work responsibilities such as the safekeeping of teller cash by locking teller drawers and computer. Maintains proper amounts of cash in teller window. Refrains from distractions that prevent the best service to our customers, whether they are engaged with them or not. Distractions such as food, drinks, cell phones, tablets, internet, television or any other item that is not work related and/or inappropriate or unprofessional conversations. Attention to detail and excellent communication skills are required. Actively cross-sells bank products and services. Accepts checks and cash for deposit processing, following written procedure at all times. Verifies deposit amounts and examines checks for endorsement and negotiability. Processing transactions upon verification of signatures and customer account balances. Inspects all checks, money orders, savings withdrawals, etc. to determine their negotiability. Receives credit card payments and processes those according to written procedure. Receives payments for loans such as mortgage, installment, and commercial, ensuring that payments equal the amount due and that all late charges, if applicable, are collected AND properly reads any and all messages that may be placed on such accounts. Cashes City Bank checks for non-bank customers upon verification of identification and appropriate approval, as required. Assist in working night depository bags/envelopes, dropped bag and/or handling bank-by-mail deposits. Issues cashier's checks to customers based on a collected balance. Prepares cash advance requests, obtaining proper authorization. Ensures that the cash advances are balanced and transmitted daily. Maintains MC/EMV supplies. Redeems E/EE/I savings bonds. Accepts stop payments on checks. Accepts and exchanges foreign currency by following proper written procedures. Sends checks and drafts to collections department. Completes Monetary Instrument Log through the Teller system for cash transactions purchasing a monetary instrument (cashier's check) beginning at $3,000. Completes Currency Transaction information through the Teller system for cash transactions at $5,000 or over $10,000. Prepares wire transfer requests as provided in written procedures. Balances teller window daily under dual control and ensures that they stay under their designated drawer limit. Performs opening and closing responsibilities if and when assigned. Sets up such tasks as preauthorized transactions, direct deposits, and change of addresses. Responds to customer account inquiries in a friendly professional manner. Provides customer with copies of statements. Verifies incoming cash shipments under dual control if asked or needed. Maintains ATM on a daily basis, handling deposits, balancing, replenishes cash and supplies if needed. Answers phones in a friendly and professional manner. Encodes and provides daily work for proof and meets courier deadlines. Attends additional trainings and meetings as required by management. Complies with required training courses in a timely fashion. Always greets customers with a smile whether in person or on the phone. Having good knowledge of City Bank's products and services and know when to suggest them. Follows proper procedures when ordering checks for customers. Makes changes signature cards. Closes accounts when necessary. Please also see Branch Services Teller job description for further details. Equal Opportunity Employer/Veterans/Disabled
    $31k-36k yearly est. 3d ago
  • Credit Resolution Support Specialist

    Water and Power Community Credit Union 3.7company rating

    Los Angeles, CA jobs

    Role: Perform and conduct complex, time-intensive credits on non-performing assets through journal entries and department monetary adjustments and may be required to balance outages. Responsible for the accuracy of charge off losses and adjusted journal entries ensuring accounting principles are followed for proper financial record keeping. This position works independently to provides technical support and research support to branches, Credit Resolution, and other back office departments. The Credit Resolution Support Representative role will function as a subject matter expert in a variety of complex functions, including Credit Disputes, Validation of Debt, Payment history analysis, Paid Ahead reports for Real Estate loans. The role also serves as a back-up support for Credit Resolutions Collateral Representative. Duties and Responsibilities: Monitor and maintain sub-ledgers, reconcile, and research accounts to clear variances. Participate in department projects. Maintain a basic understanding of state and federal laws and regulations related to credit union compliance including bank secrecy act (BSA} and anti-money laundering laws appropriate to the position. Assist in audits and reconciliations on account types including the following: Vehicle/RV loans Personal Loan Line of Credit Credit Card Collection payments Collection extensions Expulsion Process Account closure Negative Shares, Visa, and Loan Charge-offs. Review delinquent accounts 150 to 180 days past due and write-off small account balances on personal loans, Visa, and Negative shares. Assigns charge off accounts to Collection Agencies Processes payments received on charged off loans Post and balance all Chapter 13, collection agency, and attorney suit payments Processes Charge off loans as approved by the Board of Directors. Make corrections or processes changes to loan payments Independently work with WPCCU departments to resolve member disputes Foster a positive and engaging work environment by sharing best practices and industry standards. Maintain positive communication through words and actions by modeling WPCCU mission, vision and core values. Responsible for handling escalations related to complex credit bureau inquiries and disputes from members, dealers, financial Institutions, vendor/partners and the credit reporting agencies. Maintain a thorough understanding of state and federal laws and regulations related to credit bureau reporting, compliance, including but not limited to; Consumer Credit Reporting Agencies Act, Unfair or Deceptive Acts or Practices, Fair and Accurate Credit Transactions Act (FACT Act), Fair Credit Reporting Act (FCRA}, Bank Secrecy and Anti-Money laundering laws as appropriate to the position. Work, create and analyze reports necessary to ensure work is completed according to required timelines, procedures and regulations. Perform necessary research and actions based on report findings, and trend analysis notifying management of status, any issues and proposed resolutions. Review, analyze, credit reporting process to ensure accuracy. Evaluate and ensure thee-OSCAR disputes are accurate, complete and compliant, Review incoming correspondence, information researched, and response paperwork for truthfulness, accuracy, and consistency. Apply fraud detection and prevention techniques. Create lien releases, payoff's reports Ensure payments are posted within regulatory and industry best practices. Provide additional support throughout the department and perform other tasks and duties as needed. Qualifications EDUCATION: High School curriculum is required, AA degree in accounting or equivalent combination of education, training preferred. EXPERIENCE: Three years or more performing Journal entry, reconciliation, and research work in a sin1i1ar position within a financial institution. KNOWLEDGE/SKILLS: Strong oral and written communication skills. Has demonstrated a strong knowledge of financial services products, services, understanding of BSA, OFAC and FDCPA, FCRA, FACTA, regulation. Strong knowledge of General Accounting Principles rules, ten-key, Strong comprehension of the Journal Voucher (JV) protocol, General Ledger (GL) system. Demonstrate analytical skills and problem solving with the ability to balance and reconcile GL accounts. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. Water and Power Community Credit Union is an equal opportunity employer We are committed to equal employment opportunity regardless of race, color, religion, sex, national origin, sexual orientation, age, citizenship, marital or family status, mental or physical disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you have a disability or special need that requires accommodation, please let us know.
    $38k-45k yearly est. 3d ago

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