Loan representative jobs near me - 1,265 jobs

Atlantic Union Bank is hiring Mortgage Loan Officers focusing on Tidewater Market, VA! What's Needed: A minimum of two years' current experience as a Mortgage Loan Officer is required, along with established relationships and production within a specific market. Position Description: Originates and completes mortgage loan applications, submits loan files to processing and provides the highest level of customer service to our customers. Designs and implements comprehensive business plan to increase sales and build relationships with referral sources. Position Accountabilities: Completes telephone, mail-away and face-to-face Loan Applications with clients and approves loan disclosures for distribution to clients. All required fields in the application to be completed including all third party information prior to approval. Determines proper program placement of a loan file (i.e. FHA, VA, Conventional, USDA, etc.). Prices loans and locks rates as per Company policy. Reviews returned applications and documentation for completeness, accuracy, and compliance. Runs AUS and reviews for findings and required documentation. Prepares requested Pre-Qualifications as per Company policy. Orders credit reports, appraisals and title requests. Conducts regular follow-ups with clients and referral sources. Maintains regular communication with applicants throughout the processing period, assisting them with any questions and notifying them of any additional information required. Submits loan file allowing for stated turn times and works in conjunction with assigned Processor. Maintains pipeline of all loans in process, tracks their progress and meets all contractual deadlines. Assists all parties including the Processor during the entire process. Meets or exceeds minimum production requirements. Attends all settlements when possible. Completes annual Business Plan and meets regularly with Sales Manager. Keep informed of trends and developments in the local real estate market and competitive environment, as well as changes in rules and regulations pertaining to both private and government insured mortgages. Maintain a professional image and standards consistent with company policies and procedures. Organizational Relationship: Reports to Sales Manager/Branch Manager Position Qualifications: Education & Experience Minimum of 2 years loan officer experience, or industry equivalent if Sales Manager or Branch Manager deem history acceptable. NMLS registration required Knowledge & Skills Proven ability to read, write and communicate at a level consistent with the requirements of this position and to generate independent leads for new business and professionally communicate with existing and past clients. Working knowledge of standard loan products in the industry and strong familiarity with underwriting guidelines. Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Qualifications Experience2 years: Minimum of 2 years loan officer experience, or industry equivalent if Sales Manager or Branch Manager deem history acceptable. (required) Licenses & CertificationsNMLS (required) 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.

Argo Group International Holdings, Inc.and American National, US based specialty P&C companies, (together known as BP&C, Inc.) are wholly owned subsidiaries of Brookfield Wealth Solutions, Ltd. ("BWS"), a New York and Toronto-listed public company. BWS is a leading wealth solutions provider, focused on securing the financial futures of individuals and institutions through a range of wealth protection and retirement services, and tailored capital solutions. Job Description The role is responsible for delivering high quality risk assessments and loss analysis of prospective or existing commercial policyholders. Identifying risks, exposures, and controls for multiple lines of business while reporting results to underwriting. Provides risk management consultation services and Risk Improvement recommendations. This position is an active member of the underwriting team responsible for accounts covering an assigned territory. ESSENTIAL FUNCTIONS: Works with a portfolio of large account clients and is in partnership with the policyholders, internal associates and agent partners to mutually benefit all parties from a loss control/risk services perspective. Conducts inspections and performs risk analysis for non-large accounts including risk loss analysis, risk evaluation and recommendations. Provides assistant to the client in the form of detailed action plans, program recommendations, training, and consultative services. Conducts research, schedules visits, asks questions, takes pictures, monitors areas of improvement, identifies coverage lapses, evaluates required changes or needs, writes reports and develops recommendations when necessary that identify key opportunities for improvement. Develops comprehensive training materials, presentations and other support to clients in order to assist with loss mitigation activities. Acts as the subject matter expert in interpreting vendor recommendations for policyholders, underwriters and agents. Provides value-added services to assist policyholders risk reduction strategies such as effective safety policies, risk identification, program development, safety training, resource assistance and loss analysis evaluation. Creates comprehensive technical reports and recommendations that address the hazards and controls associated with the client's business, insurance needs and coverage. Communicates, both verbally and in writing, recommendations for risk reduction to underwriting, clients and agent partners. Analyzes data and completes state-required compliance reports, as well as assists in communication with the appropriate state officials. QUALIFICATIONS: High school diploma. Six to eight years of experience. Supervisory/management experience not applicable. Additional Qualifications: High school diploma or associate degree in safety management, insurance and risk management, insurance loss control; with equivalent combination of experience Experience in developing safety training programs and other customized materials. Experience in loss control, risk services or risk management Valid driver's license and clear MVR record. OCCUPATIONAL REQUIREMENTS: The position is physically comfortable most of the time with occasional periods of stooping, bending, reaching and/or light lifting of materials. A person in this position establishes methods and procedures for attaining specific goals and objectives, and receives guidance in terms of broad goals. Only the final results of work are typically reviewed. The position can be performed remotely. The position may be routinely exposed to low and/or high temperatures; which may include outdoor precipitation and wind. Additional Requirements: This position requires the ability to effectively communicate with others to exchange information This position is physically comfortable and has the discretion about walking, standing, sitting, etc PREFERENCES: Bachelor's degree preferred in safety related sciences, engineering, or related field. Experience with Commercial and/or agricultural property or casualty claims adjusting will be considered Certifications preferred such as CSP, ARM, OHST, AINS, CDS JOB FAMILY: Level I: Loss Control Representative I Level II: Loss Control Representative II Level III: Sr Loss Control Representative Level IV: Manager, Risk Services Salary range is $73800 - $149700 PLEASE NOTE: Applicants must be legally authorized to work in the United States. At this time, we are not able to sponsor or assume sponsorship of employment visas. If you have a disability under the Americans with Disabilities Act or similar state or local law and you wish to discuss potential reasonable accommodations related to applying for employment with us, please contact our Benefits Department at . Notice to Recruitment Agencies: Resumes submitted for this or any other position without prior authorization from Human Resources will be considered unsolicited. BWS and / or its affiliates will not be responsible for any fees associated with unsolicited submissions. We are an Equal Opportunity Employer. We do not discriminate on the basis of age, ancestry, color, gender, gender expression, gender identity, genetic information, marital status, national origin or citizenship (including language use restrictions), denial of family and medical care leave, disability (mental and physical) , including HIV and AIDS, medical condition (including cancer and genetic characteristics), race, religious creed (including religious dress and grooming practices), sex (including pregnancy, child birth, breastfeeding, and medical conditions related to pregnancy, child birth or breastfeeding), sexual orientation, military or veteran status, or other status protected by laws or regulations in the locations where we operate. We do not tolerate discrimination or harassment based on any of these characteristics. The collection of your personal information is subject to our HR Privacy Notice Benefits and Compensation We offer a competitive compensation package, performance-based incentives, and a comprehensive benefits program-including health, dental, vision, 401(k) with company match, paid time off, and professional development opportunities.

Call Center Representative Contract: 6-12 months (with potential extension) Pay: $19.16/hour About the Opportunity: Start your career with an exciting role in client support! Begin with remote training for 4-5 weeks to get up to speed from the comfort of your home. Once training is complete, transition to full-time in-office work, gaining hands-on experience and building strong connections with your team. After six months, enjoy a hybrid schedule with 3 in-office days and 2 remote days, giving you flexibility and balance. What You'll Do: Provide top-notch support to clients via incoming calls, resolving inquiries quickly and accurately. Assist clients with Cash Management solutions, online account access, mobile app guidance, and general financial questions. Deliver exceptional service while meeting key performance goals in a fast-paced, collaborative environment. Adapt to changes, manage multiple priorities, and thrive as part of a high-performing team. Why Join Us: Gain hands-on experience in financial services and client support. Collaborate with a supportive, team-oriented environment. Enjoy a flexible schedule after your initial training period. Ready to Start? Take the next step in your career-apply today and become a valued member of our team!

Columbus OH | Customer Service Representative - Full Time This is an in-person role. We're hiring Customer Service Representatives to support our clients face-to-face at live events and retail activations. You'll be the first point of contact for customers, welcoming them, answering questions, and ensuring they have a great experience. If you have a background in retail, hospitality, or customer service, you'll thrive here and if you don't, we'll train you from the ground up. What You'll Do Greet and assist customers in person Answer questions about products and services Guide customers through sign-ups or sales Work alongside a supportive team to meet goals What You Get Weekly pay: base + weekly bonuses Full-time schedule (Monday-Friday, in person) Paid training and coaching from experienced leaders Benefits after qualifying period A clear path to promotions and leadership If you're energetic, reliable, and people-focused, we want to meet you. Apply now, interviews this week.

Gartner is looking foran Analystto provide research and advisory to global clients in the US, EMEA and beyond.The successful candidate will havedemonstratedexperience leveraging technology to transformfinancial reporting systemsacross record to reportprocesses.Theywill havea deep understanding of the challenges facing Controllers when it comes to transformingthe AP, AR and financial closeprocessanda keen sense of business, AI andautomation challenges facing CFOs and Corporate Controllers. Analystscreate must-have insights for our clients through published research and client interaction. You will meet with clients everyday: in a videoconference or from the stage at a Gartner event. In every client interaction and everyinsight,you produce, you will help clients solve difficult challenges that lead to better performance. Whatyou'lldo: You will serve as a subject matter expertfortransformingcontrollership processes,accounts payable, accounts receivable and the financial closeprocesses.You will guide clients in how totransformthese processesusing AI and automationtechniquesto not only drive processingefficiencybutdrive strategic outcomes for the office of the CFO. You will work with a collaborative team of highly experienced analysts to build authoritative research and advice that directly addresses the priorities and challenges of senior finance leaders. The focus is helping clients understand the impact of AI and automationtechnology on the controllership function and selecting the best fit vendors for their organization based on their specific use cases and needs. Deliver high quality advice through face-to-face and video-based presentation and discussion with clients. Remain ahead of the curve ondevelopmentand issues across accounting technologies and processesas well as applicable adjacent areassuch asfinance technology and transformation strategy. Who you are: To thrive in this role, it helps if you are obsessed with your area of expertise. Gartner analysts are correctly viewed as THE experts. This means you need to know your markets, vendors, trends, and process best practices, etc. Adept at writing insightful and actionable contenttobusiness leaders,that supports their strategic goals. Excellent collaborator with the ability to quickly build rapport and gain client trust. Confident presenter witha high levelof executive presence (prior experience with speaking engagements is a plus) Analytical thinker with the ability to process information quickly and make actionable recommendations. Willing to challenge conventional norms and views. Whatyou'llneed: 8+years of experience inleading accounting teamssupporting the recordto report processesin large multinationalorganisationswithdemonstratedexperience transforming the financial close/accounting processes. Strongknowledge in working with variousaccounting automation vendorsand technologies associated withfinancial accounting processes, including ERPs. Bachelor's degree in finance or accounting, CPA or equivalent certification preferred. Master's degree preferred. Ability to conduct occasion travel, regionally and globally. About the Gartner Finance Practice The Gartner Finance Practice is synonymous with frame-breaking research for CFO on initiatives including, but not limited to growth investment & cost structure, finance technology optimization, finance function strategy & org design, and planning, budget & forecasting. The team works with 1,500+ client organizations, spanning every major industryvertical, across the world. Our research helps CFOs and their direct leadership teams address their unique challenges by relying on original primary research, benchmarks,insightsand analysis delivered through an analyst & advisory model. Who are we? At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world. Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities. Since our founding in 1979, we've grown to 21,000 associates globally who support ~14,000 client enterprises in ~90 countries and territories. We do important, interesting and substantive work that matters. That's why we hire associates with the intellectual curiosity, energy and drive to want to make a difference. The bar is unapologetically high. So is the impact you can have here. What makes Gartner a great place to work? Our vast, virtually untapped market potential offers limitless opportunities - opportunities that may not even exist right now - for you to grow professionally and flourish personally. How far you go is driven by your passion and performance. We hire remarkable people who collaborate and win as a team. Together, our singular, unifying goal is to deliver results for our clients. Our teams are inclusive and composed of individuals from different geographies, cultures, religions, ethnicities, races, genders, sexual orientations, abilities and generations. We invest in great leaders who bring out the best in you and the company, enabling us to multiply our impact and results. This is why, year after year, we are recognized worldwide as a great place to work. What do we offer? Gartner offers world-class benefits, highly competitive compensation and disproportionate rewards for top performers. In our hybrid work environment, we provide the flexibility and support for you to thrive - working virtually when it's productive to do so and getting together with colleagues in a vibrant community that is purposeful, engaging and inspiring. Ready to grow your career with Gartner? Join us. Gartner believes in fair and equitable pay. A reasonable estimate of the base salary range for this role is 172,000 USD - 202,500 USD. Please note that actual salaries may vary within the range, or be above or below the range, based on factors including, but not limited to, education, training, experience, professional achievement, business need, and location. In addition to base salary, employees will participate in either an annual bonus plan based on company and individual performance, or a role-based, uncapped sales incentive plan. Our talent acquisition team will provide the specific opportunity on our bonus or incentive programs to eligible candidates. We also offer market leading benefit programs including generous PTO, a 401k match up to $7,200 per year, the opportunity to purchase company stock at a discount, and more. The policy of Gartner is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, ancestry, disability, veteran status, or any other legally protected status and to seek to advance the principles of equal employment opportunity. Gartner is committed to being an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the Company's career webpage as a result of your disability. You may request reasonable accommodations by calling Human Resources at or by sending an email . Job Requisition ID:104530 By submitting your information and application, you confirm that you have read and agree to the country or regional recruitment notice linked below applicable to your place of residence. Gartner Applicant Privacy Link: applicant-privacy-policy For efficient navigation through the application, please only use the back button within the application, not the back arrow within your browser.

About Us Capital Bank N.A. is headquartered in Maryland, and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Position Purpose Capital Bank is looking for a Mortgage Loan Processor to join our team. The Mortgage Loan Processor works closely with loan originators to process mortgage loans in order to provide a seamless customer experience. The Mortgage Loan Processor's primary function is to ensure the timely and accurate submission of loans to Underwriting. Position Responsibilities Gathers and analyzes documentation and other information to take each loan application from once setup to closing Contacts borrowers and referral sources as an introduction within 3 days (72 hours) of receipt Reviews all income documentation to ensure that is accurate and supports the guidelines in place for a specific loan product Reviews product guidelines to make sure that the loan fits and the necessary documentation is obtained, including: Verify 2 years of continued employment - document any gaps Review asset documentation Review credit report Review appraisal Review title work Review hazard insurance Obtain payoffs on refinances by contacting current mortgage holder Make sure all documentation is legible Obtain all required certifications from agent - termite, well, septic, etc. and review upon receipt. Actions as needed. Monitor daily closing schedule and make sure all loan are scheduled - if not scheduled notify Title Company, Agent and/or Loan Officer and schedule with closing department Submit loan to underwriting in appropriate file order Clear all Prior to Closing conditions. - Loans must be "clear to close" at least 48 hours prior to closing Advise borrower of loan decision and any required conditions Inputs proper loan information into Encompass so that data and supporting documentation are accurate. Contacts borrowers to obtain additional documentation as necessary to meet loan guidelines Follows Processing procedures as designated by Processing Manager Must meet crucial deadlines such as financing contingencies and closing dates Works with the MLO and/or LOA regarding missing/requested items Updates conversation logs in Encompass Minimum Education & Experience 3-5 years experience in a loan processing role with experience handling loans from start to finish. Recent experience in the mortgage industry as an assistant, loan processor or loan officer is preferred. Experience communicating with borrowers regarding lending requirements. Experience processing conventional, FHA and VA loans. Experience with Encompass software is required. Preferred Skills & Qualifications Strong background in calculating income is preferred. Proficient in Microsoft Office Suite including Word, Excel, PowerPoint and Outlook. Excellent verbal and written communication skills. Proven customer service ability is required. Must have knowledge of lending terminology and the ability to effectively communicate to borrowers. Knowledge of underwriting would be helpful. Independent worker that can produce results Ability to take initiative Ability to work in a fast-paced environment and deliver accurate results. Compensation: Base Salary Range: $25.51 - $35.71 per hour. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description. Working Arrangements 100% remote role We're currently hiring only within our core locations, which include Maryland (MD), District of Columbia (DC), Virginia (VA), Pennsylvania (PA), Delaware (DE), Indiana (IN), Illinois (IL), South Carolina (SC), Florida (FL), and North Carolina (NC). Why Join Us? Join a growing company with a culture that fosters an entrepreneurial spirit Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more! Company Contributions to your 401k - Regardless of your contribution Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more! Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities Supporting Businesses. Helping People. Strengthening Communities. Capital Bank, N.A. is an Affirmative Action, E-Verify, & Equal Opportunity Employer. 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.

We are hiring a customer service representative to manage customer queries and complaints. To do well in this role you need to be able to remain calm when customers are frustrated and have experience working with computers. Pay $18/HR (Monday-Friday Day Shift) Work Environment: In-office training for 10 weeks. After successful training this position will become work from home. Additional Info: Must have reliable transportation and home internet access Must have Long Term Care, Medicare, or Medicaid experience for this role Customer Service Representative Responsibilities: Maintaining a positive, empathetic, and professional attitude toward customers at all times. Responding promptly to customer inquiries. Communicating with customers through various channels. Acknowledging and resolving customer complaints. Knowing our products inside and out so that you can answer questions. Processing orders, forms, applications, and requests. Keeping records of customer interactions, transactions, comments, and complaints. Communicating and coordinating with colleagues as necessary. Providing feedback on the efficiency of the customer service process. Managing a team of junior customer service representatives. Ensure customer satisfaction and provide professional customer support. Customer Service Representative Requirements: High school diploma, general education degree, or equivalent. Ability to stay calm when customers are stressed or upset. Comfortable using computers. Excellent communication skills and Microsoft Office Suite

We're looking for Customer Support Product Testers across the US to work from home and help top brands improve their products before they hit the market.

** This Customer Service Representative position is unique compared to traditional call center roles. It is highly relationshipdriven and does not rely on scripts. In this role, you will work closely with clients and may interact with the same partners multiple times per week. The ideal candidate delivers a premium, whiteglove service experience rooted in problem solving, ownership, and proactive communication. Responsibilities Customer Support & Relationship Management Provide whiteglove customer service to Husqvarna dealers, distributors, national accounts, and internal partners. Serve as a trusted point of contact for recurring dealer interactions, building strong ongoing relationships. Respond to customer inquiries via phone, email, chat, and CRMgenerated cases. Order & Product Support Look up and research parts in the Husqvarna system to resolve customer questions. Address pricing inquiries and provide accurate information to customers. Respond to technical questions from internal and external stakeholders. Case Management Maintain active login status and process assigned cases across phone, chat, email, CRM, Web Warranty, and written correspondence within established departmental metrics. Document case details, actions taken, and resolutions thoroughly in the CRM system. Communicate escalations clearly and promptly to the Customer Care Leadership Team to ensure timely resolution. Report discrepancies related to parts, pricing, Illustrated Parts Lists (IPLs), or manuals through established internal procedures. *Job Type & Location* This is a Contract position based out of Charlotte, NC. *Pay and Benefits*The pay range for this position is $29.88 - $29.88/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) *Workplace Type*This is a fully remote position. *Application Deadline*This position is anticipated to close on Jan 16, 2026. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

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.

SUMMARY: The primary purpose of this role is to source, qualify and originate 1-4 family, mortgage loans. While conducting this work the Loan Consultant will also be required to discover and refer cross-selling opportunities as necessary to partner divisions within the Bank (Trust, Insurance, etc.). Loan Consultants will also be responsible for coaching and training retail branch staff regarding mortgage loan products, referral cues and referral processes. ESSENTIAL DUTIES and RESPONSIBILITIES: Source, qualify and originate 1-4 family mortgage loans Recognize and execute qualified cross-sell opportunities for other divisions such as Farmers Trust, Farmers Insurance, Commercial Lending and Private Client Services Support and partner with assigned retail branch teams to assist clients and generate new mortgage opportunities Develop and maintain profitable Centers Of Influence to help generate new business leads Develop and maintain relationships within the real estate community Collect, process and complete appropriate mortgage paperwork such as mortgage applications, tax statements, income data, etc. Create and track various production and call reports on a monthly/quarterly/annual basis Travel to multiple retail banking offices and client homes/offices on a daily basis Generate new business leads through personal referrals and other centers of influence Provide superior client service through meticulous attention to detail and to the client needs/wants Ensure compliance with all government and regulatory requirements Interview applicants and request specified information for loan application Analyze applicant's financial status, credit, and property evaluation to determine feasibility of granting loan Correspond with applicant or creditors to resolve questions regarding application information Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. Complete other duties as assigned Regular, predictable attendance is an essential requirement of this position EDUCATION and/or EXPERIENCE: High School Diploma or G.E.D. required, Associate's Degree in business (real estate preferred) Must be eligible for NMLS licensing or be currently licensed and in good standing Minimum of 1 year experience in mortgage lending and/or processing Thorough knowledge of Freddie Mac (FHLMC) and Fannie Mae (FNMA) FHA/VA knowledge required Proven understanding of mortgage terminology, documentation, and regulations Proven organizational skills Strong computer skills (Excel, Word) E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran Qualifications EducationHigh School (required) Licenses & CertificationsNMLS (preferred) Skills Mortgage Lending (required) 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.

Job Title: Customer Service Duration: 6+ Months (Extension) Shift: 8:00 AM - 5:00 PM Qualifications: Bachelor's degree, associate's degree with certifications, or 2-4 years of progressive customer service experience Excellent communication skills Strong interpersonal and relationship management skills Prior experience in conflict resolution Strong multitasking ability Exposure to building products and/or retail industry preferred Strong systems aptitude and Microsoft Office skills SAP experience required Order Management: Accept, enter, schedule, and maintain orders in SAP Use Salesforce and Order Entry Document Manager (OEDM) Execute all types of order processing (EDI/Business Connections) Verify pricing Respond to inquiries related to inventory availability, production schedules, technical questions, products, and policies Build efficient truckloads and schedules in coordination with the traffic department Verify ship schedules and OEDM accuracy Communicate with internal departments regarding credit and pricing Expedite hot or special orders as agreed with sales and supervisor Perform at a high level in the CAS Learning Path, achieving agreed metrics Function across all regions and multiple business groups Understand and provide correct Service Advantage direction to customers and Sales Team Conflict Management: Communicate, manage, and resolve customer and sales issues professionally and empathetically Address and correct customer service issues and forward to appropriate departments Follow up through resolution to ensure customer satisfaction Collaborate with cross-functional teams to expedite orders Perform backorder coordination and shipping Maintain customer records in all software databases Communicate order schedule delays in a timely manner Manage the Return Material Authorization (RMA) process as per policy and guidelines Order Management & Customer Service Supply Chain Support: Crosstrain within Supply Chain functions to support the Siding Products Group Provide coverage during time off and peak periods Perform at Learning Path proficient level and as a high performer Maintain customer records in all software databases Manage RMA process within agreed policy Proficient in Salesforce or equivalent systems Responsibilities: Establish strong customer relationships based on trust and responsiveness Accurately process customer orders efficiently Manage multi-part customer complaints and resolve issues professionally Be fully proficient in the Learning Path across all lines of business and regions Adhere to customer service policies, procedures, and Service Advantage guidelines Analyze and respond to changing situations while considering business impact Proactively resolve customer issues and demonstrate ownership Deliver relentless customer service Willingness to work from home during emergencies (home phone line & internet required) Skills & Competencies: Strong organizational skills Concise communication skills Team player Responsible and reliable Influencing skills Highly developed interpersonal skills Unwavering personal values Intermediate Excel and MS Office skills Systems aptitude (Salesforce/SAP) Ability to multitask at a high level

We are looking for a dedicated and empathetic Inbound/Outbound Call Center Representative to join our Patient Services team. In this role, you will be responsible for making inbound/outbound calls to an existing patient list to schedule doctor appointments. The ideal candidate will have excellent communication skills, a compassionate approach to patient interactions, and the ability to manage a high volume of calls efficiently. Key Responsibilities: Outbound Calling: Make a minimum of 25 outbound calls per hour to existing patients to schedule doctor appointments. Inbound: Take high volume incoming calls from patients to assist in scheduling doctor appointments. Navigate through multiple applications to answer insurance and account questions. Appointment Scheduling: Accurately book and confirm appointments based on patient availability and doctor schedules with a goal of setting a minimum of 125 appointments per month. Patient Interaction: Engage with patients in a courteous and professional manner, addressing their questions or concerns and providing relevant information about their appointments. Data Management: Update patient information, appointment details, and call outcomes in the company's scheduling and CRM systems. Documentation: Maintain accurate records of patient interactions and appointment status, ensuring all information is entered correctly and promptly. Compliance: Adhere to privacy regulations and company policies regarding patient information and appointment scheduling. Feedback and Improvement: Report any issues or patient feedback to the Call Center Manager to help improve processes and patient satisfaction. Performance: Maintain and exceed company metrics for outbound and inbound calls and appointments set. Qualifications: Experience: Previous experience in a call center or customer service role is preferred, particularly in a healthcare or insurance setting. Training will be provided. Communication Skills: Strong verbal communication skills with a focus on clear, compassionate, and effective patient interaction. Organizational Skills: Excellent organizational skills with the ability to manage multiple tasks and maintain a high level of productivity. Technical Proficiency: Familiarity with scheduling software and CRM systems is a plus; proficiency in data entry and technical aptitude use required. Attention to Detail: High attention to detail to ensure accuracy in scheduling and patient information. Empathy: Ability to approach each call with empathy and professionalism, particularly when dealing with sensitive patient information. Working Conditions: Schedule: Full-time. Flexibility in scheduling may be required based on call volume and patient needs. Hours are Monday-Friday between the hours of 8:30-6:00. There are occasional Saturdays based on Company needs Environment: Remote work environment. Noise Requirements: Must be able to provide and maintain a quiet, distraction-free workspace with zero background noise to ensure clear, professional-quality inbound and outbound calls.

As a Representative, you'll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you'll effectively interpret and articulate marketing strategies when communicating with customers. Key Responsibilities: Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing. Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need. Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper. Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents and state and local laws. Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract. Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles. Develops and grows through monthly individual meetings with leadership to set in place a career path strategy. Setting goals and expectations to achieve success in the role as well as future opportunities. May perform other duties as assigned. Education: High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred. License/Certification/Designation: ChFC, CLU, other industry designations desirable FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system. Experience: One year of experience in customer service, sales related occupations. Knowledge, Skills and Ability: Knowledge of various insurance products and the sales process. Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states. Understands the consequences of not following the FINRA rules and regulations. Excellent verbal and written communication skills to effectively communicate with others. Proficiency with computers and common office software. Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers. Other criteria, including leadership skills, competencies and experiences may take precedence.

The Customer Service Representative is responsible for delivering high-quality support to policyholders and prospective customers. This entry-level role ensures a positive customer experience by answering questions, resolving issues, processing policy updates, and providing accurate information in a timely and professional manner. Duties and Responsibilities: · Manage multiple tasks and priorities while efficiently navigating various systems to perform job functions. · Demonstrate a strong understanding of company procedures, processes, tools, and systems. · Take full ownership of customer accounts during the review and servicing process. · Maintain accurate internal records by archiving all necessary documentation and evidence. · Develop and maintain strong knowledge of company products, pricing, underwriting guidelines, and policy features. · Receive, investigate, and respond to all customer inquiries, concerns, and complaints in a timely and professional manner. · Request, track, and follow up on any missing or required information from customers. · Provide accurate quotations, pricing details, and policy information to new and existing customers. · Successfully complete the sales process in accordance with the company's regulatory requirements. · Answer incoming calls promptly, professionally, and courteously while maintaining excellent customer service standards. Job Requirements · High school diploma or equivalent required. · Active insurance license (Property & Casualty) · Bilingual skills are a plus (Spanish/English preferred). · Ability to learn and apply insurance guidelines, processes, and systems. · Ability to thrive in a fast-paced, high-pressure environment while maintaining accuracy and professionalism. · Proficient in Microsoft Office applications and comfortable handling phone communications with a professional disposition · Time-management skills · Customer-focused mindset with strong problem-solving skills · Previous customer service experience preferred. · Candidates are required to complete a basic computer proficiency and customer service skills test and achieve an acceptable passing score. Work Environment & Schedule · Standard schedule: Monday-Friday; Currently hiring for shifts between 5:00 AM and 6:00 PM MST and the schedule will vary depending on call center needs at the time of hiring. · In-office position and require on-site attendance for all scheduled shifts for Arizona. · Remote position available for out-of-state applicants only, and this position requires the schedule to accommodate Arizona time.

To interview and counsel members about first mortgage loans and to take mortgage loan applications. To establish and maintain personal relationship with members, and to guide and follow their mortgage loans from initial application through the loan closing process. To determine applicants' qualifications; providing detailed information about Navy Federal's mortgage and equity loan products; clarify complexities of the mortgage/equity loan process; and evaluate, personalize, and recommend financing alternatives. To build and maintain referral relationships with realtors, builders, and other centers of influence. Responsibilities Analyze referred loans for areas of concern and determine proper course of action (e.g. obtain explanations for derogatory credit) Determine and advise members on approved loan conditions and documentation requirements Ensure progress and inclusion of required mortgage processing information (e.g. verifications of employment, assets, income and liabilities; appraisal reports, Navy Federal and investor requirements, etc.) Maintain contact with the member, Realtor and/or seller during the entire loan process Monitor mortgage loan process and ensure compliance with Federal laws, as well as, Navy Federal, NCUA and secondary market practices, guidelines and regulations Remain available to members and/or their real estate agents during scheduled evening hours after assigned work days and during scheduled hours on assigned days off (e.g. weekends) Request and obtain documentation needed and forward to Mortgage Processor Respond to inquiries about mortgage applications, processing status, problems and concerns Seek and leverage opportunities to conduct outside marketing and promotional activities to members and potential members through financial presentations, local events and realtor/trade shows and events Take first mortgage loan applications via face-to-face interview, mail and telephone Resolve or arrange for resolution of operational/processing issues, inquiries and complaints Respond to inquiries and resolve any issues concerning the processing of applications Review application for completeness, data integrity and accuracy; determine if additional information and/or supporting documentation is required Perform other duties as assigned Qualifications Ability to work effectively and efficiently with automated systems Familiarity with accounting, credit, and/or lending principles and techniques Experience in member/customer service preferably in a related field/industry, such as realty, insurance, retail banking or financial institution Exposure to lending application and approval process Familiarity with mortgage lending concepts and principles Familiarity with banking/financial industry standards and practices Incumbent will be required, prior to the assumption of employment duties, to register with the Nationwide Mortgage Licensing System and Registry; includes fingerprinting and background checks Effective database and presentation software skills Effective skill performing mathematical calculations and working accurately with numbers Effective skill in actively guiding members through interactions to reduce member effort and enhance member loyalty Effective skill in comprehending, analyzing, applying and communicating complex written legal documents Effective skill speaking and/or presenting in front of groups in a professional setting Effective word processing and spreadsheet software skills Desired Qualification(s) Working knowledge of Navy Federal Mortgage Production and/or Servicing Systems Working knowledge of mortgage/equity loan processing, closing and documentation requirements and regulations Familiarity with mortgage lending requirements, regulations and procedures for VA and conventional loan programs Hours: Monday - Friday, 8:30AM - 5:00PM Locations: 5455 Rings Road Dublin, Oh 43017 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Back 181d Mortage Loan Officer- Findlay #12-8133 Apply X Facebook LinkedIn Email Copy Location This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be James Way, Marion, Ohio. Market Findlay Work Hours per Week 40 Requirements Education and/or Experience Associate's degree (A.A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience. Knowledge of FNMA, FHLMC, FHA, and VA preferred and experience with related AUS a plus. Mortgage loan origination lending background is required. Job Description Essential Duties and Responsibilities include the following. Other duties may be assigned. Be the content expert on all the programs and products offered by WesBanco, as well as the overall mortgage industry. Listen to the needs of customers and align them with the appropriate product and program to meet their mortgage needs. Pre-Qualify purchase customers as requested. Complete loan applications, inputting complete and accurate information in the Origination System currently utilized by WesBanco Bank. Obtain ALL necessary documentation specific to the product, program and specific needs of the client. Review customer provided documentation to insure it meets all industry standards, review customer credit and analyze overall information to ensure that any unanswered questions are documented and provided. Disclose and provide the client with all required documentation within 3 days of application. Deliver a complete application electronically to my processing partner within 3 days of application, followed by the customer provided documentation within 5 days of application. Review realistic expectations and timeline with the customer during the initial application process. Conduct weekly pipeline calls with your processor and/or team to ensure all information is shared, and all needs are identified with "what is needed", "who is responsible to satisfy need" and "when will it be completed." Promote WesBanco mortgage within the real estate community by attending realtor functions, community events and educational opportunities within the industry. Work assigned branches to insure you are known as their mortgage expert, conduct monthly quick start meetings and do a minimum of 4 "Mortgage Days" in the branch to promote your services to the branch customers. Communicate effective updates with customers throughout the mortgage process to insure they have no surprises. Maintain and update CORE Sales stage information to ensure the referral source can see the progress of the referral. Promote and cross-sell all bank products and services. Adhere to the terms of your Service Level Agreement (SLA) Must meet the minimum required milestones as assigned. Must provide exceptional, professional service to mortgage customers, underwriters, processors and closers. 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 and use hands to finger, handle, or feel. The employee is frequently required to reach with hands and arms and talk or hear. The employee is occasionally required to stand and walk. The employee must regularly 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, distance, vision, peripheral vision and ability to adjust focus. DEADLINE FOR CURRENT WESBANCO EMPLOYEES: Current employees may apply for this position by 5:00 p.m., July 29th. Full-Time/Part-Time Full-time Area of Interest Lending All Locations

Why Choose a Career with the AAA The Auto Club Group (ACG) You excel at interacting with others and providing a high level of customer service. You enjoy a job that keeps you busy but also one that provides for you and your family. At AAA The Auto Club Group (ACG), you will find that you can have a fulfilling career and will be joining a company that truly cares about its members and employees. Continue reading to see what our Insurance Customer Sales and Service Rep opportunities are all about! A Day in the Life of an Insurance Customer Sales and Service Rep: Our Insurance Customer Sales and Service Representatives provide service to internal and external customers in a customer-focused, high-volume, fast-paced sales call center environment. Insurance Customer Sales and Service Representatives explain product features and service advantages to existing and potential customers to promote and sell the various membership and/or insurance products and services to achieve sales production goals. In this role, you will also have the opportunity to: Provide price quotes on all insurance products that factor in all applicable rules (underwriting, business, etc.) and discounts to complete the sale. Rewrite and reinstate insurance policies according to underwriting and business rules. Complete membership and/or insurance applications, endorsements, and change forms (e.g., address change, etc.) as necessary. Accept & process payments at the point of sale. Make outbound follow-up calls to customers in response to questions or complaints. Correspond with and respond to inquiries from sales representatives, insureds, mortgage companies, and other sources regarding ratings, premiums, billing problems, and cancellations, as well as obtain and verify payments and other types of information. Provide efficient processing of customer policies, endorsements, and status and coverage changes. Assist agents in resolving technical and business-related issues. May assist other Customer Interaction Centers (e.g., Emergency Road Service, Claims, Membership, Travel, etc.) in servicing members and/or customers when necessary to ensure quality service goals are met. How we reward our employees: In addition to a competitive starting salary, ACG offers excellent and comprehensive benefits packages: Hourly rates starting at $21.75/hour plus bonuses and sales incentives Overtime earning potential at time and a half the hourly wage Fully paid training Medical, dental, and vision benefits 401k with employer match Paid parental leave and adoption assistance Paid Time Off (PTO), company-paid holidays, CEO days, and floating holidays Paid volunteer day annually Tuition assistance program, professional certification reimbursement program, and other professional development opportunities AAA Membership Discounts, perks, rewards, and much more $1,000 sign-on bonus for Licensed Property and Casualty Agents. **To qualify for the Sign-On Bonus, applicants must be new to ACG.Our Recruiting Team can provide additional details at the time of application** We are looking for candidates who have: Education High School Diploma or equivalent (GED) Experience Providing a high level of customer-focused service Navigating through a PC Windows environment, including accessing information from multiple applications Managing and navigating multiple sources of information and applying them as needed Performing monetary transactions (e.g., entering key data into the cash terminal, adjusting account balances, etc. Cross-selling Certifications / Licensure Current Property & Casualty Insurance license May be required to attain and maintain state membership licenses as appropriate by the department Preferred Qualifications College-level coursework, certification, or equivalent (i.e., relevant continuous learning) To prepare you for this exciting opportunity, we offer: Full-time paid training on Monday, February 2, 2026 Monday through Friday from 9:00 a.m. - 5:30 p.m. EST during training Monday through Friday, 12:30 p.m. - 9:00 p.m. and rotational Saturday, 9:30 a.m. - 6:00 p.m. EST after training Work Environment This is a remote call center position. Call Center employees to work remotely full-time. An exception to this would be in the case of connectivity or service level issues, in which employees would be required to report temporarily to a designated ACG facility (if located Interested in learning more? Apply Today! #LI-Remote #Appcast Who We Are Become a part of something bigger. The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America. By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financial services, and roadside assistance. And when you join our team, one of the first things you'll notice is that same, whole-hearted, enthusiastic advocacy for each other. We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger. To learn more about AAA The Auto Club Group visit *********** Important Note: ACG's Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level. The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements. The Auto Club Group, and all its affiliated companies, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status. Regular and reliable attendance is essential for the function of this job. AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position.

The Customer Service Representative supports Thermoid's customers by providing accurate product and service information, processing orders, resolving delivery and service issues, and coordinating closely with internal teams. This role requires strong verbal communication skills, confident phone interaction, and excellent time management to ensure daily tasks are completed accurately and on schedule. The ideal candidate is proactive, motivated, and eager to take on additional responsibilities to support team success. Principal Duties and Responsibilities: Customer Support & Order Processing • Answer customer questions by phone and email, requiring clear, confident verbal communication and a professional demeanor. • Process customer orders and respond promptly to sales and service inquiries. • Provide accurate quotes and lead times for new and existing products. • Maintain customer records with up-to-date account information. • Assist in resolving customer credit issues and documentation needs. Customer Outreach Responsibilities • Conduct proactive outreach, with an emphasis on phone-based communication, to follow up on open orders, quotes, delivery timing, backorders, and general service needs. This outreach is essential to driving excellence in customer service, strengthening customer relationships, and ensuring customers receive clear, timely, and accurate communication throughout the order lifecycle. • Document all outreach interactions accurately in D365 per established company standards. • Support Thermoid's Customer Outreach Program by completing required weekly outreach activities. Issue Identification & Resolution • Clarify customer complaints or delivery issues, determine root cause, and recommend the best solution. • Coordinate internally to expedite corrections, adjustments, or order updates, ensuring timely follow-up. • Initiate paperwork including credits, complaints, RMAs, and internal requests on behalf of customers. Administrative Responsibilities • Perform clerical tasks such as filing, data entry, correspondence, and document preparation for the sales and service departments. • Ensure accurate and consistent communication across Manufacturing Operations, Scheduling/Planning, Quality, Engineering, Finance, Sales, and Marketing. Performance & Team Responsibilities • Demonstrate strong time management and ensure daily tasks are completed consistently and accurately. • Work with a high degree of motivation and ownership; proactively seek opportunities to take on additional responsibilities that support the team. • Participate in improving workflow, customer experience, and cross-departmental communication as business needs evolve. Experience and Education: • Associate's Degree preferred; equivalent experience considered. • Minimum of two years of customer service experience preferred, ideally in a manufacturing or industrial setting. • Friendly, helpful, customer-focused approach with strong problem-solving skills. • Proven attention to detail, accuracy, and consistency in following procedures. • Strong time-management, task prioritization, and organizational abilities. Technical Skills: • Proficiency with Microsoft Office, especially Outlook and Excel. • Strong verbal and written communication skills; high comfort level handling phone-based customer interaction. • Ability to perform basic math and geometry calculations. • Experience with ERP or order-entry systems; ability to learn new systems quickly (D365 preferred but not required). • Solid administrative and documentation skills. Organizational Relationships: • Reports to: Customer Service Manager • Internal communication with: Manufacturing Operations, Quality, Planning/Scheduling, Engineering, Finance, Sales, and Marketing. • External communication with: Customers and distributors to maintain strong partnerships and support coordination. HBD Industries is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. HBD NOTICE OF COLLECTION - CALIFORNIA - December 2022 Please click on this link to view the notice.