Risk Analyst
Lobel Financial job in Anaheim, CA
Join one of the top 20 auto finance companies in the industry and grow with us! We offer in-house promotions, great benefits, work-life balance, and job stability. If you're looking to work for a rewarding company that encourages their employees to learn and develop, then partner with Lobel.
Position Summary
The Risk Analyst is responsible for assessing credit risk, reporting on credit metrics, conducting data and business analysis, utilizing best practices of data analysis to ensure data results are accurate, summarizing findings, developing recommendations and presenting analyses to management in a clear, concise, convincing, and actionable format.
Multiple projects are assigned simultaneously that require the ability to multi-task between scorecard development, analysis, coding rules, studying and generating market reports, and subpopulation studies. In addition, the Risk Analyst is responsible for developing, maintaining, and refining credit scoring models. Projects are completed in a team and individual environment.
Basic Responsibilities
* Perform studies on customer applications and performance data for segmentation
* Develop models for projection (i.e. delinquency, charge-off, profit and loss)
* Develop, code, and test logic to be used in automated pricing
* Develop, monitor, and maintain complex consumer credit statistical models (i.e. origination scorecards)
* Solve business problems and drive better decisions
* Prepare and effectively present key summary analysis to upper management
Skills & Qualifications
* 3+ Years of work experience in similar field
* Bachelor's degree in statistics, finance, or other quantitative fields. Master's degree a plus.
* Proficiency in SQL and Python
* Demonstrated history of strong organizational, analytical, and problem solving skills
* Adaptable to change, enjoys a fast-paced and challenging environment
* Ability to work as part of a team to achieve the goals of the department
Company Benefits
* 401K with company match
* Medical, dental and vision
* Optional life insurance
* Paid holidays
* Paid vacation and sick days
Lobel Financial is a full-spectrum auto financing solution that specializes in the acquisition and servicing of prime to sub-prime motor vehicle retail installment contracts. We are head quartered in Southern California and have branch offices coast-to-coast.
Employees choose Lobel because of the work-life balance, positive company culture, reward system, benefits and flexibility. If you are an employee and you want to work with a company that is consistently growing, offers competitive salaries and benefits, promotes their employees, and provides a stable work environment, then you've found it with Lobel.
Lobel Financial is an equal opportunity employer.
No Agencies Please!
Inside Sales Representative
Lobel Financial job in Anaheim, CA
Lobel Financial, a leading name in the auto finance industry, invites you to grow with us. Ranked among the top 20 in our field, we pride ourselves on fostering a supportive environment where your dedication and drive can lead to limitless career advancement opportunities. Enjoy competitive benefits, work-life balance, and the chance to make a real impact with a company that values your growth and success.
Position Summary
Inside Sales Representatives are responsible for meeting sales goals, obtaining new accounts and maintaining a professional company image. The successful candidate will be proficient in building relationships with new and used car dealers. Inside Sales Representatives are also responsible for promoting and encouraging company products and services to existing and potential dealer customers while maintaining a superior customer service platform. This individual will be a detailed oriented, innovative self-starter and a congenial salesperson.
Basic Responsibilities
* Consistently meet or exceed sales goals
* Competitively prospect new business in local markets as assigned
* Generate leads by cold calling local dealerships, and presenting products and services
* Service existing dealer accounts in local and regional territories
* Plan and organize a daily work schedule to call on existing or potential sales outlets
* Handle Dealer questions, complaints and concerns as quickly as possible
* Train dealers on company products and services and our internet portal
* Stay informed about market trends and product advancements to provide valuable insights and recommendations.
* Additional duties and responsibilities as required or assigned
Skills & Qualifications
* Great communication skills
* Previous sales experience in the auto industry
* Excellent verbal and written communication skills
* Effective time management and planning skills
* Self-motivated
* Strong negotiating and networking skills
* Superior customer service skills
* Ability to relate and address dealer requests and inquires
* Computer savvy
* Bilingual English/Spanish is a PLUS
Company Benefits
Lobel Financial employees can access a wide range of benefits including 401K matching, medical, dental, and vision coverage. We also offer optional life insurance, paid holidays, and generous paid time off! We believe in promoting from within and empowering our employees to develop their skills.
Lobel Financial is an equal opportunity employer.
No Agencies Please!
General Manager
Columbus, OH job
Your Opportunity:
General Manager CheckSmart Columbus, OH
As a General Manager (GM), you'll provide reliable financial solutions to help customers manage everyday challenges. As the driving force behind the store's success, you'll manage daily operations and lead your team to grow revenue, uphold compliance, and build brand loyalty through world-class customer service. It's a high-performance, customer-focused environment designed to inspire growth and innovation.
While you're pouring into your team's development, we invest in your growth through hands-on coaching, executive exposure, and development programs. Your drive for results and passion for people coupled with our comprehensive training will gear you with the tools to make an impact on your team, customers, career, and earning potential.
What We Offer:
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.
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 We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum two years' experience with proven success in a supervisory or leadership role in retail, finance, service, or related industries.
Operations experience in a leadership capacity.
Excellent verbal and written communication skills.
Proficiency in using phones, Point of Sale, Microsoft Office, and other systems.
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
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
Associates degree or higher.
Experience in check cashing, document verification, money order processing.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
What You'll Do - Essential Duties and Responsibilities:
Manage overall store performance by meeting or exceeding Company performance standards.
Coach, lead, and develop all team members to build new business and increase store growth by demonstrating knowledge of and training on systems, Company standards, account management, recovery (collections), job duties, and performance reports.
Lead the charge for all team members to identify local marketing strategies, use business-to-business partnership opportunities, obtain referrals, host and participate in community and in-store events to steer growth and build revenue.
Examine, evaluate, and process loan/pawn applications and all relevant transactions, and assess risk within established limits.
Enforce adherence to quality standards, procedures, and local and state laws and regulations.
Participate in audits and compliance reviews as directed by the corporate office or District Manager.
Supervise and maintain office security including cash management and loss prevention by verifying and documenting cash overages/shortages, vault, inventory, deposits, and expenses.
Conduct proper opening and closing procedures and train new staff in keyholder duties.
Participate in the selection, review, hiring, and retention of new employees.
Develop work schedules in accordance with budget, workloads, and store needs. Ensure the store is staffed for optimal performance.
Handle complex customer situations that arise with integrity and professionalism.
Monitor and maintain internal and external store appearance and address basic facility needs, including scheduling maintenance services. This includes overseeing the store planogram and ensuring seasonal and/or promotional marketing material are displayed properly.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging 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.
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.
Auto-ApplyRegistered Branch Associate
Zanesville, OH job
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 1396 Brandywine Blvd, Zanesville, OH
This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants.
Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team.
We'll give you training and the support you need, providing:
Training which may include mentoring, job shadowing, coaching and branch office visits
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role.
Hiring Minimum: $27.63
Hiring Maximum: $29.35
Read More About Job Overview
Skills/Requirements
Skills:
Ability to learn and apply legal and regulatory requirements related to selling financial solutions
Work independently with strong problem solving, critical thinking, and sound judgement
A resilient, creative and progressive mindset
Motivated to achieve results as an individual and team
Attention to detail, organization, and time management
Key responsibilities:
Deepening relationships with existing clients
Gather information and collect suitability information to open new accounts
Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation
Execute Financial Advisor solicited buy/sell orders and confirm with clients
Answer general client questions regarding Edward Jones Stock recommendations and withdrawals
Actively business plan and work as a team to continuously evaluate and execute branch strategies
Continually develop yourself to grow personally and professionally
Can you see yourself...
Building meaningful connections and long-lasting relationships with clients
Managing multiple projects in a dynamic and highly collaborative organization
Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate
Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes
Requirements:
High School Diploma/Equivalent required; Bachelor's degree preferred
3-5 years of relevant experience in securities/financial services industry preferred
Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
FINRA registrations are required within three months. State insurance licenses are also required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC
Complete required CE training to ensure license(s) are in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Vice President, Architecture
Westlake, TX job
Vice President, Architecture for Contact Center Build Strategy, Enterprise Contact Center
At Fidelity, our Contact Centers are an essential way for customers and clients to interact with the right Fidelity associate for their financial goals, needs, and questions. As part of its overall cloud and technology transformation, Fidelity's Enterprise Customer Contact Center (EC3) organization is actively working to transform how our Contact Centers will support the future needs of our business teams, their associates, customers and clients.
As Vice President, Architecture for Contact Center Build Strategy you will define capabilities, solutions, patterns, standards, and guidelines related to the Fidelity Contact Center and the Associate Desktop Experience. You will work closely with EC3 Product and Technology leads, key business stakeholders, and other architects leading related capabilities.
The Expertise and Skills You Bring
15+ years of proven experience in an architecture or engineering role with 7+ years of experience as a lead solution architect and technology leader in large enterprise contact centers.
You have in-depth experience analyzing business requirements, designing end-to-end contact center solutions, and developing technology roadmaps.
You have deep knowledge of telephony, interexchange carrier (IXC) systems, and intelligent cloud-based edge networking capabilities that provide toll free calling services to large enterprise contact centers with resilient cloud infrastructure.
You have deep knowledge of contact center platforms such as Genesys, Cisco, Avaya, Amazon Connect, Nice CXone, CCaaS solutions, Infrastructure as Code and related tools, and CRM systems.
You have experience implementing and optimizing omnichannel strategies including voice, chat, SMS, and email to enhance customer engagement.
You have modernization experience for contact center self-service experiences (IVR to IVA), and intelligent contact routing across channels and services.
You have technical integration experience to ensure end-to-end contact center capabilities are deployed seamlessly throughout the customer and agent experience including infrastructure, channels and services, self-service, intelligent routing, agent desktop and agent assistance, workforce engagement as well as new emerging capabilities.
You are able to provide guidance and mentorship to technical teams and collaborate with stakeholders across the company to ensure architecture deliverables enable a successful deployment solution.
You are an experienced architect designing and supporting enterprise level infrastructure using public cloud technologies with Amazon, Google, and/or Azure.
You demonstrate excellent communication, interpersonal and relationship building skills with which you influence decisions and engage across Fidelity and at all levels of the organization.
You have a passion for solving complex problems and a track record of delivering innovative solutions for solving them.
The Value You Deliver
Delivering and maintaining Contact Center and EC3-related capabilities, solutions, solution architectures, patterns, standards, guidelines, and specifications for the Fidelity Blueprint.
Supporting and enabling technology Product and Chapter Leaders to deliver increased value to our customers and operations associates.
Measuring performance through established objectives and metrics that deliver agreed upon business, technology, and people results.
Partnering with agile product area leaders, chapter area leaders, agile team leads, and architects to develop platform designs and solution roadmaps.
Ensuring the solutions that are delivered meet high standards for quality, performance, and scale.
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
The base salary range for this position is $140,000-285,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Information Technology
Revenue Manager
San Francisco, CA job
Compensation Type: Yearly Highgate Hotels:
Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America.
With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value.
With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. ****************
Location:
Located in the exclusive Nob Hill neighborhood and in the process of going through a complete reimagination, The Huntington provides guests with modern amenities and conveniences within a historic space. Guests can enjoy fine dining, a three level spa, beautiful rooms and suites as well as meeting and event spaces without ever leaving the property. The Huntington provides guests with the best location and amenities San Francisco has to offer.
Overview:
The Revenue Manager is responsible for identifying and maximizing all potential revenue opportunities for the hotel. In today's lodging environment, understanding channel and yield management is critical for maximizing revenues. The Revenue Manager is responsible for formulating long and short-term Revenue Management strategies and for overseeing their successful execution towards the advancement of RevPAR market share. This includes the analysis of revenue potential generated by the transient and group market segments as well as the market segmentation within transient and group. One will combine this with catering and space utilization as well as other revenue considerations (i.e.: golf, spa, etc.) in order to determine the appropriate mix of business to achieve revenue potentials every day of every year.
Responsibilities:
Establish hotel pricing levels in all segments.
Responsible for the daily room inventory management process and daily pricing process.
Monitor competitor rates, positioning, strategies and data; maintain understanding of the dynamics of the local market and demand generators and present appropriate action plans to management.
Monitor and communicate fluctuations in occupancy to operational departments so they can effectively manage staffing requirements and increase efficiency.
Analyze local events and activities and project the effect of opportunities they create.
Understand the macro and micro-economic variables affecting supply and demand in the local marketplace, and use this knowledge to create accurate operational and financial room revenue forecasts.
Perform unconstrained demand analysis to determine optimal business mix.
Responsible for all short and long term forecasts including Weekly Forecasts, 30 60 90 Forecasts, In the month forecasts, and Full year forecasts.
Oversee process for evaluating all opportunities for contracted business (group, wholesale, corporate negotiated, etc.) presented through the Sales department. Ensure that process enables high speed of response while maximizing profits.
Responsible for the maintenance of any software programs which contribute to the management of rooms revenue, including the CRS, RMS, PMS and Sales & Catering system.
Monitor RevPAR index on STR report and provide critical analysis of performance on weekly and monthly basis.
Prepare annual Rooms revenue budget.
Chair weekly Revenue Strategy meetings in order to formulate and disseminate strategies and tactics. Ensure that prior decisions are re-visited in this forum in order to evaluate their effectiveness and promote learning.
Prepare and present quarterly presentations to ownership.
Ensure all distribution channels have correct content and pricing.
Develop and maintain a close relationship with the market manager of Third Party Intermediaries to maximize the opportunities with these channels.
Develop and maintain relationships with other market revenue managers and Directors of Revenue to create a network of peers in your community
Coordinate survey activities involving marketing and service opportunities to further enhance revenue potential.
Actively develop all subordinates, ensuring that they have opportunities to grow their Revenue Management and leadership skill base through personal attention, internal/external training and participation in industry events.
Responsible for Internet Marketing such as pay per click campaigns, e-mail blasts, GDS advertising, etc.
Establish and communicate sales strategy for day, week, month and rolling 12 months.
Communicate any strategy changes or update any calendars for the sales team to use.
Analyze prior night successes: Did the hotel sell out? Were the right decisions made for overselling? Address the opportunities in Highgate Hotel Business Review (HHBR) morning meeting.
Place test calls to Central Reservation Office (CRO) and property to ensure accuracy of rate quoting, restrictions and selling approach.
Manage and communicate group cut off dates. Run a group rooms control log (GRC) as well as pick up report from Property Management System (PMS) for 90 days. Verify pick up to actual block, cut off date, and whether or not you should extend, etc.
Update the Daily Market Segment Analysis (DMSA). Ensure accuracy from the daily Flash Report. Review actual performance versus Potential performance.
Complete all required month end reports with detailed analysis. If necessary, complete action plans for the property to follow to create additional production/revenue.
Review Hotelligence reports for trends, booking windows and sources of business as well as rates compared to competition.
Qualifications:
At least 2 years experience in the Revenue Management field as manager or senior analyst
Bachelor's degree or equivalent in Hotel or Hospitality Management or closely related field
In-Depth knowledge of all industry reports such as STR, Hotelligence, Market Vision, etc.
Proficient in Microsoft Excel, Word, Power Point
Opera/Synxis systems- ideal
Ability to work quickly in a high-pressure & high stress environment
Ability to communicate clearly both verbally and in writing
Excellent time management skills
Exceptional with details and follow up
Flexible and long hours sometimes required.
Maintain a warm and friendly demeanor at all times.
Must be able to effectively communicate both verbally and written, with all level of employees and guests in an attentive, friendly, courteous and service oriented manner.
Must be effective at listening to, understanding, and clarifying concerns raised by employees and guests.
Must be able to multitask and prioritize departmental functions to meet deadlines.
Approach all encounters with guests and employees in an attentive, friendly, courteous and service-oriented manner.
Attend all hotel required meetings and trainings.
Participate in M.O.D. coverage as required.
Maintain regular attendance in compliance with Highgate Hotel Standards, as required by scheduling, which will vary according to the needs of the hotel.
Maintain high standards of personal appearance and grooming, which include wearing nametags.
Comply with Highgate Hotel Standards and regulations to encourage safe and efficient hotel operations.
Maximize efforts towards productivity, identify problem areas and assist in implementing solutions.
Must be effective in handling problems, including anticipating, preventing, identifying and solving problems as necessary.
Must be able to understand and evaluate complex information, data, etc. from various sources to meet appropriate objectives.
Must be able to maintain confidentiality of information.
Perform other duties as requested by management
Auto-ApplyAssistant Store Manager
Saint Augustine, FL job
Your Opportunity:
Assistant Store Manager InstaLoan St. Augustine, FL
As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's fast-paced, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step.
What We Offer:
Compensation
The hourly wage for the position is $ 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 We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum one year's experience in customer service, sales, or retail.
At least 3 months of supervisory, key holder, or relevant leadership experience
Excellent verbal and written communication skills.
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
Management experience in retail, convenience store, grocery, finance, service, or related industries.
Experience in check cashing, document verification, money order processing.
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).
What You'll Do - Essential Duties and Responsibilities:
Maximize customer success by offering financial services that fit their needs.
Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products.
Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty.
Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts.
Maintain customer information in the point of sale (POS) system with accuracy and integrity.
Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events.
Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer.
Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance.
Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging 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.
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.
Auto-ApplyIT Help Desk Technician
Orlando, FL job
Currency Exchange International (CXI) is a Financial Services and Technology Provider based in Orlando, Florida.
Currency Exchange International, Corp. is a publicly traded company on the Toronto Stock Exchange (CXI) and OTC (CURN). CXI provides a wide range of foreign exchange services to customers in both the United States and in Canada. CXI's primary business channels to service customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign exchange wholesalers, CXI can provide personalized and efficient service, competitive rates, as well as a number of settlement options. Visit our website to learn more about life at CXI: ***************************************
Our Value Statement: We help our clients identify and create foreign exchange solutions, delivering a best practices approach through unparalleled customer service and integrated technology to create significant financial and operational efficiencies.
Our Values:
Customer First - We earn the right to be our clients' first choice.
Integrity - We hold ourselves to the highest standard to build trust.
Collaborative - We always win as a team.
Innovative - We find new methods to deliver change and advance technology to the industry.
Passionate - We are driven to be the best in class.
Currency Exchange International is looking for a proactive, results-driven, and organized professional to the join the team as an IT Help Desk Technician at our office in Orlando, FL!
Essential Functions:
Assisting with local helpdesk issues
Responding to help requests from remote branch locations and offices including the use of remote access tools and troubleshooting with end-users over the phone or messenger
Thoroughly documenting completed work using the company ticketing system
Hands-on work for various cabling or installation purposes within the office, which may require climbing a ladder and using basic tools
Provide on-call support to office users during some off-hours
Knowledge in the following areas are necessary:
Strong knowledge of Windows 7, 8.1, 10, Server 2008, Server 2008 R2, Server 2012 R2 and various administrative tasks
Experience with remote access software such as Screenconnect, Teamviewer, or Remote Desktop
Troubleshooting Windows installation issues including drivers, printers, scanners, and other software
Formatting and installing Windows Operating Systems, either manually or via mass-imaging technologies, like MDT
Using a ticketing system for prioritizing and documenting progress on issues and projects within the company and department
Familiar with patch management and asset inventory technologies and methodology
Proficiency with OS-native or OS-agnostic programming languages to be used for scripting automated tasks
Cutting and terminating Ethernet patch cables
Enthusiasm and a genuine interest in technology
Competencies:
Action Oriented
Functional Skills
Situational Adaptability
Effective Communication
Optimizes Work Processes
Nimble Learning
Required Education and Experience:
Experience in a PC/local area network support environment.
Strong technical knowledge of PCs, laptops, printers, and peripheral hardware devices.
Strong working knowledge of Windows, Microsoft Office, MS-DOS, communications software, virus protection, and diagnostic software.
Ability to diagnose and resolve onsite and remote PC related computing problems.
Benefits:
Commuter Reimbursement - CXI will pay the driving toll, bus or metro cost in and out of work
Holiday Pay - 11 days of paid designated holidays annually
Vacation Pay - 10 days of paid vacation time off annually
Sick/Personal Days - 5 days of paid sick/personal time off annually
401K Plan - Company matches at 5%
Health/Dental/Vision - 60% payment of the Health/Dental/Vision Insurance premiums
Short and Long-Term Disability - Plan premiums are fully covered by CXI
Currency Exchange International is committed to providing a fair and inclusive interview process for all candidates. We invite and support applications from individuals with disabilities. Accommodations are readily available upon request to ensure that candidates can fully participate in every stage of the selection process.
Registered Branch Associate
Valrico, FL job
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 1953 S R 60 East, Valrico, FL
This job posting is anticipated to remain open for 30 days, from 03-Dec-2025. The posting may close early due to the volume of applicants.
Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team.
We'll give you training and the support you need, providing:
Training which may include mentoring, job shadowing, coaching and branch office visits
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role.
Hiring Minimum: $29.08
Hiring Maximum: $30.90
Read More About Job Overview
Skills/Requirements
Skills:
Ability to learn and apply legal and regulatory requirements related to selling financial solutions
Work independently with strong problem solving, critical thinking, and sound judgement
A resilient, creative and progressive mindset
Motivated to achieve results as an individual and team
Attention to detail, organization, and time management
Key responsibilities:
Deepening relationships with existing clients
Gather information and collect suitability information to open new accounts
Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation
Execute Financial Advisor solicited buy/sell orders and confirm with clients
Answer general client questions regarding Edward Jones Stock recommendations and withdrawals
Actively business plan and work as a team to continuously evaluate and execute branch strategies
Continually develop yourself to grow personally and professionally
Can you see yourself...
Building meaningful connections and long-lasting relationships with clients
Managing multiple projects in a dynamic and highly collaborative organization
Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate
Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes
Requirements:
High School Diploma/Equivalent required; Bachelor's degree preferred
3-5 years of relevant experience in securities/financial services industry preferred
Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
FINRA registrations are required within three months. State insurance licenses are also required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC
Complete required CE training to ensure license(s) are in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Attorney - Intellectual Property
Miami, FL job
GrayRobinson, a full-service law and government-consulting firm with 16 offices in Florida and Washington, D.C., has an opening in our Miami office for an intellectual property attorney with 3+ years of experience. The successful candidate will have notable experience handling complex intellectual property litigation with an emphasis on trademark, unfair competition, patent, and trade secret cases, and will demonstrate knowledge of current intellectual property litigation, prosecution, data privacy, and technology-related legal issues.
Candidates must be admitted to the Florida Bar or willing to seek admission in the 12 months following date of employment. Must have litigation experience, excellent analytical, research, and writing skills. Additional skills include the ability to successfully work on multiple projects simultaneously and autonomously, with keen attention to detail. Familiarity with e-discovery and e-discovery programs a plus. International experience and foreign language skill also a plus but not necessary.
We offer a competitive salary and a comprehensive benefits package in a fast-paced professional environment.
GrayRobinson, P.A. is an Equal Opportunity Employer.
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.
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Management Applications Development
Tallahassee, FL job
Primary Responsibilities:
Work with software developers, business analysts, data analysts, and other technical and non-technical subject-matter experts to coordinate and facilitate work.
Work with various technical teams (DevOps, DBAs, Network Administrators, Enterprise Development Architects, PMO, etc.) to assist in resolving issues or barriers with applications.
Effectively identify change and use appropriate protocols to manage and communicate this change effectively.
Effectively coordinate resources and assignments among project assignees and ensure work is assigned to the appropriate team members and that service levels are met.
Adhere to the DEP project management methodology, standards, policies, and procedures, as well as technical standards and policies relevant to assigned user stories or tasks.
Manage relationships with DEP program area business partners and develop strong, collaborative relationships with customers to achieve positive project outcomes.
Demonstrate strong relationship and interpersonal skills when working with technical staff, program staff, and the vendor community.
Lead requirements definition meetings with DEP customers.
Gather user requirements through joint requirement-gathering sessions, workshops, questionnaires, surveys, site visits, workflow storyboards, and other methods.
Translate user requirements into documentation that developers and other project team members can readily understand.
Facilitate the negotiation of requirements among multiple stakeholders.
Analyze gathered data and develop solutions or alternative methods of proceeding.
Create Visio process maps, requirements traceability matrices, use cases, test cases, and other needed business-analysis documentation.
Facilitate design sessions with the implementation team to define the solution.
Deliver elements of systems design, including data migration rules, business rules, wireframes, or other detailed deliverables.
Assist in business process redesign and documentation as needed.
Lead and/or participate in systems-testing activities.
Required Qualifications:
5+ years' experience in IT project management, specifically managing medium-to-large scale software application development projects.
5+ years' experience in managing multiple projects concurrently.
In-depth knowledge of the principles, theories, practices and techniques for managing the activities related to planning, managing and implementing software projects and programs.
Documented and proven ability to formulate project plans for managing and monitoring progress on software development projects; to think logically and to analyze and solve problems; compile, organize and analyze data; to evaluate and monitor projects, plans and schedules and implement corrective action plans.
Solid understanding of software development lifecycle methodologies (e.g., waterfall, iterative, agile, etc.)
Strong customer service orientation
Ability to be creative, use sound judgment, and display foresight to identify potential problems in design/specifications and assigned application software systems
Ability to establish and maintain effective working relationships with others
Ability to work independently
Ability to determine work priorities and ensure proper completion of work assignments
Excellent interpersonal, collaborative, oral, and written communication skills
Ability to write technical, business, and plain-language documents and emails with great attention to detail in all written communications
Ability to work well under pressure and meet deadlines without sacrificing quality
Preferred Qualifications:
Project Management Professional (PMP) certification
Experience developing and maintaining detailed project schedules using Microsoft Project
Familiarity with environmental regulatory business processes and practices
Knowledge and understanding of DEP's technical environment
Education:
Bachelor's Degree in Computer Science, Information Systems or other Information Technology major, or equivalent work experience.
Customer Service Representative
Santa Ana, CA job
Service 1st Contractors have proudly served Southern California since 1985! We specialize in the installation, maintenance, and repair of Commercial Plumbing, HVAC, Refrigeration, Kitchen Equipment, Electrical, and Pool Systems for the Property and Facilities Management Industry.
Job Description
Remote · Santa Ana, CA, United States
Summary
We are looking for people who want more than just a job - who want to make a difference in the communities where we live and work. Our organization has a positive core culture and a commitment to excellence through continuous improvement. Customer Service Representatives are a driving force of the company to many of our customers and non-customers alike. We view this role as one of the single most important positions. Individuals on this team help customers meet their goals by handling routine task and giving a warm welcome to everyone who calls in for assistance. You can work anywhere in the US ( REMOTELY ) due to the Covid-19 Pandemic.
Essential duties and responsibilities :
Provide customer service and use problem solving skills to satisfy customer needs (may be in person and/or via the telephone).
Resolve online service customer requests through research and navigation within the organization, or escalation to an appropriate resource.
Investigate and resolve problems for employees and customers via telephone or in person and escalate to management as appropriate.
Build and maintain strong relationships with all internal and external customers.
Perform and/or assist with a full range of customer service oriented telephone activities; responds to customer inquiries and determines appropriate response or direction for the caller and customer escalations as needed.
Computer data entry and inquiry.
Prepare and/or complete various reports and forms accurately.
Comply with regulatory and state and federal laws
Follow all security procedures
Relationships
Daily contact with customers and prospective customers in providing assistance to fulfill their needs.
Frequently confer with other departments providing assistance and coordination of operations.
Occasional contact with members of professions with whom the incumbent must consult from time to time, i.e., attorneys, accountants, and other financial intermediaries.
Qualifications
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
High school diploma or general education degree (GED)
Skills
Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to write simple correspondence.
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to compute rate, ratio, and percent.
Ability to apply common sense understanding to carry out detailed written or oral instructions.
Ability to deal with problems involving a few concrete variables in standardized situations.
Ability to promote the sale of products and services through verbal recommendation.
Requires the basic skills associated with the general use of computers and other business office equipment.
Ability to offer flexibility in a changing work environment is imperative.
High attention to detail.
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.
While performing the duties of this job, the employee is regularly required to talk or hear.
The employee frequently is required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee is occasionally required to sit.
The employee maybe asked to move files, boxes and/or small pieces of furniture and must regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 50 pounds.
Specific vision abilities required by this job include close vision in working with computers, and peripheral vision in acknowledging customers and keeping a general awareness of activity in the work area.
Work environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
While performing the duties of this job, the employee is occasionally exposed to risk of electrical shock in working with standard office equipment.
The noise level in the work environment is usually moderate.
Additional Information
All your information will be kept confidential according to EEO guidelines.
BUSINESS SUPPORT SPECIALIST - WATERFORD
Miami, FL job
Responsible for loan monitoring including all internal and external reporting requirements, company/borrower information and all relevant events. Responsible for supporting responses/ resolutions for internal and external customers and aiding the overall departmental workflow. Responsible for the maintenance of the Loan Portfolio documentation and for providing support to the SAG/ Credit departments as detailed below. Responsible for SAG/REO monitoring and handling.
Essential Responsibilities:
Coordinates with both internal and external parties as it relates to portfolio management process.
Provide weekly overview of Portfolio and preparation of reports not limited to monitoring portfolio for past dues, potential non-performing loans, delinquent borrowers; follow on past due covenants related to technical exceptions and annual reviews.
Request and follow-up on pending and missing documents, legal and other documentations supporting credit assets.
Assist with preparation of CAMs and Spreads using Ncino system. Acquire working knowledge of credit analysis/underwriting
Act as a liaison between Portfolio management/Credit administration and internal support department and clients.
Special assets assistance - Interact with investors, brokers, loan offices, and attorneys with the sale distressed assets and portfolio not limited to providing loan document information, monitoring sales and the closings, process and keep track of deficiency judgements' generation of defaults letters, manage assigned portfolio of non-performing assets in conjunction with the assigned attorney; attend meditations and/or depositions. Coordinate with First Bank Florida attorney in negotiating; Preparing and reviewing Stipulation/Forbearance Agreements; manage all incoming bank REOs.
Update reports: SAG Status update report and ensures update in Premier Collection, REO status inventory report, Portfolio Management report, and deficiency report.
Prepare Datamart validation and certification as well as TDR reporting.
Assist with review of modification of cases (Hardship and Non-hardship), generate loss mitigation letters
Assists with follow-up with various action plans that transpire from the regulatory, audit and/or loan review examinations.
Backup for the review and maintenance of the Credit reports, New Money Approved/Closed & funded, Commercial & Consumer-Residential or other as requested
Backup for CRA monthly report submission.
May serve as back up for ordering of residential appraisals and update of log.
Support for Commercial Appraisal/ Appraisal review tracking.
Assist with loan processing as needed.
Support special Project and/ or audits as needed
Other Responsibilities:
Perform/ Assist with Check request, payment of invoices and GL reconciliations
Process deficiency payments
Review the monthly covenant report for accuracies, changes and updates,
Review ONBASE system file upload accuracy.
Independent Judgement:
Exercises a moderate degree of discretion and judgment. Works within assigned parameters always consulting supervisor on variances or situations where decision making is required.
Supervisory Responsibilities:
This job has no direct supervisory responsibilities.
Impact of Errors:
The impact of errors of this position could affect essential activities of administrative, operational or business nature that have a considerable economic impact.
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.
Specific vision abilities required by this job include close vision and distance vision. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to standard walk. May be requiredto lift and move boxes or packagesnot exceeding 10 pounds in weight.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Employees in this job work in an office environment with a comfortable room temperature, good lighting, and quiet conditions. May be exposed to external elements when visiting other bank premises, government agencies, etc., as needed.
Competencies:
The competencies detailed below are the behaviors to be exhibited by the incumbent while performing his/her duties as relates to our corporate values, culture and philosophy.
Strong analytical and problem-solving skills
Well-developed written communication and verbal presentation skills.
Able to handles stress, flexible working hours.
Attention to details.
Good communication skills
Customer service oriented
Minimum Requirements
Bachelors in Business, finance or related field or relevant experience. Minimum of 3-5 years of experience working in a financial institution setting with knowledge of the loan documentation, financial information and or equivalent combination of education and experience sufficient to successfully perform the essential functions of the job is required. Microsoft Office proficient (Word,Excel, PowerPoint). CustomerService oriented. Availableto work overtime, when required. Ability to manage multiple priorities, organize daily tasks and meet deadline sin a high-volume environment.
Disclaimer:
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not indented to be an exhaustive list of all responsibilities, duties, skills required of personnel so classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure.
EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER
General Manager
Hamilton, OH job
Your Opportunity:
General Manager CheckSmart Hamilton, OH
As a General Manager (GM), you'll provide reliable financial solutions to help customers manage everyday challenges. As the driving force behind the store's success, you'll manage daily operations and lead your team to grow revenue, uphold compliance, and build brand loyalty through world-class customer service. It's a fast-paced, customer-focused environment designed to inspire high-performance, growth, and innovation.
While you're pouring into your team's development, we invest in your growth through hands-on coaching, executive exposure, and development programs. Your drive for results and passion for people coupled with our comprehensive training will gear you with the tools to make an impact on your team, customers, career, and earning potential.
What We Offer:
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.
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 We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum two years' experience with proven success in a supervisory or leadership role in retail, finance, service, or related industries.
Excellent verbal and written communication skills.
Proficiency in using phones, Point of Sale, Microsoft Office, and other systems.
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
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
Associates degree or higher.
Experience in check cashing, document verification, money order processing.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
What You'll Do - Essential Duties and Responsibilities:
Manage overall store performance by meeting or exceeding Company performance standards.
Coach, lead, and develop all team members to build new business and increase store growth by demonstrating knowledge of and training on systems, Company standards, account management, recovery (collections), job duties, and performance reports.
Lead the charge for all team members to identify local marketing strategies, use business-to-business partnership opportunities, obtain referrals, host and participate in community and in-store events to steer growth and build revenue.
Examine, evaluate, and process loan/pawn applications and all relevant transactions, and assess risk within established limits.
Enforce adherence to quality standards, procedures, and local and state laws and regulations.
Participate in audits and compliance reviews as directed by the corporate office or District Manager.
Supervise and maintain office security including cash management and loss prevention by verifying and documenting cash overages/shortages, vault, inventory, deposits, and expenses.
Conduct proper opening and closing procedures and train new staff in keyholder duties.
Participate in the selection, review, hiring, and retention of new employees.
Develop work schedules in accordance with budget, workloads, and store needs. Ensure the store is staffed for optimal performance.
Handle complex customer situations that arise with integrity and professionalism.
Monitor and maintain internal and external store appearance and address basic facility needs, including scheduling maintenance services. This includes overseeing the store planogram and ensuring seasonal and/or promotional marketing material are displayed properly.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging 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.
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.
Auto-ApplyAuto Loan Processor
Lobel Financial job in Anaheim, CA
Join one of the top 20 auto finance companies in the industry and grow with us! We offer in-house promotions, great benefits, work-life balance, and job stability. Would you like to work for a rewarding company that encourages their employees to learn and develop? Then partner with Lobel!
Lobel Financial is a full-spectrum auto financing solution that specializes in the acquisition and servicing of prime to sub-prime motor vehicle retail installment contracts. We are head quartered in Southern California and have a market presence coast-to-coast.
Position Summary
The Loan Processor is responsible for making outbound calls to customers and dealers to complete auto loan verifications. The ideal candidate provides a high level of customer service and communication when speaking with customers and outside vendors. They will also have excellent organizational and multi-tasking abilities. Other duties include supporting the Funding Department with general office duties. This includes maintaining files, databases, and spreadsheets. As well as assisting including filing, photocopying, and faxing. This is an entry level position where you will learn Loan Packaging and Processing.
Skills & Qualifications
* Excellent at communicating- Verbal and written.
* Strong attention to detail and accuracy
* Excellent organizational and time management skills
* Effective communication skills, both
* High School Diploma required
* Bilingual Spanish/ English preferred
Why Join Us:
At Lobel Financial, we are committed to fostering a supportive work environment that encourages professional growth and unlimited earning potential. As part of a company with ambitious growth plans and a solid reputation in the automotive finance industry, you will have the opportunity to make a significant impact on our company's growth in your area of responsibility.
Company Benefits
* 401K with company match
* Medical, dental and vision
* Optional life insurance
* Paid holidays
* Paid vacation and sick days
* Great work-life balance
* Growth opportunities
Lobel Financial is an equal opportunity employer.
No Agencies Please!
Underwriter
Lobel Financial job in Anaheim, CA
Join one of the top 20 auto finance companies in the industry and grow with us! We offer in-house promotions, great benefits, work-life balance, and job stability. Would you like to work for a rewarding company that encourages their employees to learn and develop? Then partner with Lobel!
Lobel Financial is a full-spectrum auto financing solution that specializes in the acquisition and servicing of prime to sub-prime motor vehicle retail installment contracts. We are head quartered in Southern California and have branch offices coast-to-coast.
Position Summary
The Underwriter is responsible for reviewing loan packages to ensure all aspects of the underwriting process has been properly completed and that it adheres to company policies and procedures. The Underwriter reviews the information on the loan application, contract and other documents to determine if the loan applicant meets the loan requirements before it's funded.
Other duties include, interacting with dealers, customers, field representatives, and a variety of other outside entities. The successful candidate provides a high level of customer service and promotes that culture through training, guidance and staff motivation. This position also acts as a liaison between dealers and customers.
Basic Responsibilities
* Review and verify the loan package
* Review credit reports, calculate income, examine book valuations
* Ensure stipulations and documentation are in order and valid before submitting the loan package for funding.
* Communicate with dealers and branch team.
* Develop and maintain strong customer service with customers and dealerships
* Understand and follow the policies and procedures in place
Skills & Qualifications
* Have some experience reading credit reports
* Attention to detail and work well in fast paced environment
* Have a positive attitude and be customer service oriented
* Organizational skills
* Ability to use office equipment
* High School Diploma required
Company Benefits
* 401K with company match
* Medical, dental and vision
* Optional life insurance
* Paid holidays
* Paid vacation and sick days
Lobel Financial is an equal opportunity employer.
No Agencies Please!
Director of Business Strategy
Las Vegas, NV job
Meet ACQ:
At Acquisition.com, we're a team of entrepreneurs on a mission to make real business education available to everyone. There are 34 million small and medium businesses in the United States. They're the backbone of the economy, but many will never reach their full potential because the education available to them is outdated, impractical, and built for classrooms instead of companies.
We're fixing that by giving founders and business owners the tools, knowledge, and support they need to grow. The proof is in our results:
Built an Advisory Practice that's already served more than 3,500 clients in its first year
Broke the world record for non-fiction book sales in 24 hours with $100M Money Models
Scaled to nine figures in 18 months without any outside capital
We believe in high standards, hard work, and helping others win. If that resonates, you'll feel at home here.
Role:
The Director of Business Strategy is a builder at heart - someone who has taken small businesses or startups from messy, ambiguous beginnings to real, sustainable scale. You've either done it from the inside as an operator or alongside founders as a consultant, advisor, or agency lead.
In this role, you'll work directly with founders to figure out what's really holding their business back - and what to do about it. You'll come into each workshop with a clear hypothesis, pressure-test it live with the client, and walk away with a focused game plan to grow their business. You'll also help turn those insights into repeatable frameworks and tools we can use across our portfolio and clientele.
Here's what you'll actually do:
Apply our framework to break down businesses quickly and clearly.
Review pre-work to identify key constraints and potential action steps.
Lead consulting sessions at live workshops with real businesses in real time.
Build and maintain relationships with client companies throughout their journey with us.
Work with our internal team to turn your learnings into assets that scale (playbooks, templates, etc.).
To win in this role, you need real business acumen, strong pattern recognition, and the ability to think on your feet. You should genuinely enjoy working with people, teaching, and solving problems with them - not for them.
Why This Role Matters (for You):
If you're hungry to grow - this is your shot.
You'll get exposed to dozens of real businesses, real problems, and real founders. That means your skill set grows exponentially faster than it would inside a single company. You'll also build a killer network and get a front-row seat to what's working (and what's not) across industries.
More importantly you'll get to help good entrepreneurs become great. And if you're someone who finds meaning in that kind of work, you'll love this role.
If you're not ready for a fast paced entrepreneurial environment, this isn't the role for you.
Responsibilities
Develop a rapid growth strategy for attending businesses-identifying constraints, determining solutions, and breaking those solutions down into tactical steps
Lead roundtable discussions with groups of attending businesses, including ‘spotlighting' businesses for live problem-solving
Present solutions, frameworks, and playbooks during our workshops to guests and collaborate with the team in the creation and iteration of those assets and our growing knowledge base
Maintain professional client relationships, answer questions, and serve as a trusted partner and subject matter expert for workshop participants.
Partner with the portfolio team to identify opportunities to improve execution and scalability of workshops
Training and coaching other team members on client engagement and asset creation, especially associate team members
Serve as a backup presenter when needed for workshop events, ranging from short tactical presentations to MCing the event
Results
Create and deliver world-class consulting presentations consistently during workshops
Deliver an exceptional experience to workshop attendees, in support of our standard of excellence in conducting workshops (our target NPS score for attendees is 85%+)
Inspire workshop attendees to attend more Acquisition.com workshops and also refer friends or others to attend (target renewal rate is 80%+)
Track impact and results from participating client businesses (target growth rate for attending businesses should be at least $250k per business on average)
Uphold company values and culture in all interactions with workshop participants.
Requirements
Proven track record of elite-level business expertise across strategy, operations, and high-growth execution
Ideal candidates have experience in top-tier management consulting or a similarly rigorous role, or a history of entrepreneurial success in founding, scaling, and ideally exiting a company with 7-9 figure annual revenue
Leadership in fast-paced, startup-like environments, driving strategy, team building, and scalable processes
Exceptional written and verbal communication skills, especially for a business owner audience
Strong influencing ability - capable of quickly understanding and overcoming objections or blockers from workshop attendees
High emotional intelligence with a willingness to develop deep interpersonal relationships
Strong business acumen with the confidence and knowledge to teach others
Demonstrated experience as a creative problem solver with the ability to structure complex issues quickly and with deep proficiency
Comfortable with ambiguity and adaptable to a fast-changing environment
Demonstrated integrity and dedication to effective, efficient delivery of objectives
Self-motivated, detail-oriented, and able to work autonomously
Located in or willing to relocate to Las Vegas
Workshop Schedule Expectations
Our workshop weeks are intentionally high-intensity and fast-paced to drive transformation for our partners. During these weeks, team members are expected to be available from 7:00 AM to 7:00 PM, with additional hours often required to support preparation, execution, and debriefs.
This pace is not for everyone - and that's okay. We set this expectation clearly so that only those who thrive in high-accountability, high-impact environments choose to be here.
In return, you'll be part of a team that moves fast, solves real business problems, and builds meaningful outcomes. You'll grow rapidly, work alongside exceptional talent, and contribute to work that truly matters.
Compensation
$173,340 - $260,010 + bonus
based on years of experience
At Acquisition.com, we offer competitive, salary-based compensation tailored to the role, with performance bonuses based on experience and contribution. Equity is not part of our current compensation structure. We believe in rewarding results and setting clear financial expectations from the start.
Relocation Assistance
We know that great talent comes from all over, so we're here to help you make the move. For this role, we offer:
$10,000 in relocation support
Up to three months of temporary housing (capped at $10,000)
Benefits
We offer a comprehensive, evolving benefits package designed to support your health, family, and wellbeing. Some key offerings:
Flexible Unlimited Paid Time Off and Company-wide Holidays
Employer sponsored Medical, Dental, & Vision plans
$900 annual Employer HSA contribution
FSA options including dependent care
Employee assistance program and mental health resources
Employer match program for 401(k), eligible for both Traditional and Roth accounts
$1,200 annual wellness reimbursement through JOON that supports health, family care, pet care, fitness, and more!
For local or visiting team members, enjoy access to a state of the art gym at our HQ in Las Vegas
Benefits eligibility applies only to full-time roles
ACQ Core Values:
Our core values are the heart and soul of this incredible company. The right person for this role will appreciate each of these values, personally subscribe to them, and understand why each is critical to having a great business.
Competitive Greatness
Be at your best when your best is needed. Enjoyment of a hard challenge. Those who have the drive to constantly improve, the superior intellect and long term commitment to see incremental improvements become compounding returns.
Sincere Candor
Have the self awareness to accurately perceive and communicate hard truths that improve others and self, the courage to do so, and the humility to accept them, even when it hurts. Nothing great can be built without feedback: internally or externally.
Unimpeachable Character
Be the type of person with whom people are always proud to associate, personally and professionally. We look for true alignment of thoughts, words, and actions towards a goal worth pursuing.
Debt Collector
Lobel Financial job in Anaheim, CA
Join a Leading Team at Lobel Financial! Ready to advance your career in finance? Lobel Financial, a leading name in the auto finance industry, invites you to grow with us. Ranked among the top 20 in our field, we pride ourselves on fostering a supportive environment where your dedication and drive can lead to limitless career advancement opportunities. Enjoy competitive benefits, work-life balance, and the chance to make a real impact with a company that values your growth and success.
Position: Debt Collector (30+/late stage collector)
Location: Anaheim, CA
Why Join Us?
* Career Growth: We believe in promoting from within and empowering our employees to develop their skills.
* Comprehensive Benefits: Enjoy 401K matching, medical, dental, and vision coverage, optional life insurance, paid holidays, and generous paid time off!
What You'll Do:
* Manage Collections: Contact customers with delinquent loans to secure payments, commitment agreements, or establish repayment plans.
* Customer Service: Provide professional and empathetic customer service regarding collection issues, maintaining a positive customer experience.
* Communication: Utilize phone and email to effectively communicate with customers, ensuring all interactions are accurately documented.
* Adherence to Regulations: Follow state and federal debt collection laws and company policies and procedures.
* Account Management: Monitor and maintain assigned accounts, processing account adjustments resolving discrepancies, and serving as a proactive liaison between creditors and customers.
Skills & Qualifications:
* Bilingual Skills: Fluency in English and Spanish is strongly preferred.
* Time Management: Excellent ability to prioritize and multitask effectively in a fast-paced environment.
* Detail-Oriented: Strong attention to detail and accuracy in documentation and account management.
* Communication Skills: Excellent written and verbal communication skills.
* Computer Proficiency: Working knowledge of Microsoft Office programs and ability to learn company-specific databases.
* Customer Focus: Commitment to delivering excellent customer service and resolving issues effectively.
* Problem Solving: Strong organizational, negotiation, and problem-solving skills.
Preferred Qualifications:
* Previous experience with collections within the auto loan industry.
Ready to Make an Impact? Join a team that values your skills and offers opportunities for professional growth. Apply today and discover a fulfilling career at Lobel Financial!
Registered Branch Associate
Granbury, TX job
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 3221 Fall Creek Hwy, Granbury, TX
This job posting is anticipated to remain open for 30 days, from 22-Dec-2025. The posting may close early due to the volume of applicants.
Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team.
We'll give you training and the support you need, providing:
Training which may include mentoring, job shadowing, coaching and branch office visits
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role.
Hiring Minimum: $30.82
Hiring Maximum: $32.75
Read More About Job Overview
Skills/Requirements
Skills:
Ability to learn and apply legal and regulatory requirements related to selling financial solutions
Work independently with strong problem solving, critical thinking, and sound judgement
A resilient, creative and progressive mindset
Motivated to achieve results as an individual and team
Attention to detail, organization, and time management
Key responsibilities:
Deepening relationships with existing clients
Gather information and collect suitability information to open new accounts
Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation
Execute Financial Advisor solicited buy/sell orders and confirm with clients
Answer general client questions regarding Edward Jones Stock recommendations and withdrawals
Actively business plan and work as a team to continuously evaluate and execute branch strategies
Continually develop yourself to grow personally and professionally
Can you see yourself...
Building meaningful connections and long-lasting relationships with clients
Managing multiple projects in a dynamic and highly collaborative organization
Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate
Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes
Requirements:
High School Diploma/Equivalent required; Bachelor's degree preferred
3-5 years of relevant experience in securities/financial services industry preferred
Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
FINRA registrations are required within three months. State insurance licenses are also required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC
Complete required CE training to ensure license(s) are in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
SSDLC IT/IS Risk Management & Governance Executive - Charlotte
Seguin, TX job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
USAA is seeking an IT/Info Security Risk Management & Governance Executive who needs to have "hands-on" expertise in SSDLC - Second Line of Defense. This role sits within the Chief Risk Office for Technology.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: Charlotte, NC, San Antonio, TX, Tampa, FL with a preference for Charlotte.
*** Relocation assistance is available to Charlotte for this position ***
The successful candidate will serve as a key advisor responsible for recognizing and reporting Information Technology (IT) and Information Security (IS) strategic and aggregate risks across the business while advancing the Enterprise Risk Management function for aggregation, quantification, and qualification of risks. Sets direction for risk management programs within IT/IS and leads all aspects of the delivery of those programs across the line of business.
Provide risk management and governance leadership, operational direction and operational oversight of Information Security, Business Continuity, Data Center Security, AI and Corporate Investigations domains and establish a best-in-class Risk Management framework for the Enterprise Security Group (ESG) to ensure comprehensive oversight and management of risks across the full risk taxonomy. Ensures risks align within appetite tolerances and strategic goals, product plans, forecasts, and adjusts to variances.
Responsible for the aggregation and reporting of risks to senior leadership and effectively assessing and influencing business decisions and direction. Contributes to the long-term strategy of how risk systems should be adapted and integrated to maximize the ability to manage risk in an environment shaped by regulatory change and disruptive, emerging technologies. Ensures effective and appropriate policies, procedures, and controls are in place supporting all risk processes, systems, strategies, and implementations.
Additional responsibilities include but are not limited to:
Establishes trust and rapport with senior business leaders across the enterprise to sustain oversight of the second line risk role. Actively engages line of business leaders to ensure all risks are appropriately addressed consistent with policy and the Risk Appetite.
Partners with senior risk executives in managing overall risk appetite to include the identification and definition of key methods, metrics, and limits. Influences and sets strategy for advancement of the risk management framework.
Partners across Risk Management, Finance, and the business while effectively challenging variances to plan and strategies to mitigate. Provides advice to other key business partners and drive key decisions assessing risk and reward through effective challenge.
Liaises with Compliance and CLO on legal & regulatory considerations that impact business operations and product offerings in accordance with federal and state regulations. Influences sound governance structure for oversight of risks and business operations and interacts & engages with all product & channel leaders on complex, multi-product processes and procedures while factoring in all legal & regulatory requirements.
Assists in interactions and briefs on domain of responsibility with regulators from the OCC, FED, FDIC, and CFPB as well as prepare Board and Senior Management level reports related to IT/IS risk.
Builds and oversees a team of employees (~5 direct reports / 20-30 team size to start) for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.
Minimum Education:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
Minimum Experience:
10+ years of risk management, regulatory or operations experience in a functional area such as insurance, banking, or financial services with 5+ years of this experience focused on Information Security, Business Continuity, Physical Security or Corporate Investigations.
4+ years of people leadership experience in building, managing and/or developing high-performing teams.
Industry certification(s) in Information Security (e.g., CISSP, CISM) or Business Continuity (e.g., ABCP, CBCP) or Risk Management (e.g., CRISC) or Physical Security (e.g., CPP).
Demonstrated experience working with and applying Risk, Security or Audit frameworks (FFIEC, COBIT, COSO, ISO 27001/2, NIST 800-53, SSAE16).
Knowledge of applicable laws, rules, and regulations applicable to financial institutions.
Experience making data-driven decisions.
Experience working with external agencies and regulators.
Broad knowledge of information technology systems and general system development principles.
What sets you apart:
7+ years of risk management and regulatory experience in a functional area such as insurance, banking, or financial services (Large size organizations 20k+)
10+ years experience focused on Information Security, Data, Risk Management, evaluating the design and development of software.
Experience with artificial intelligence (AI) and machine learning principles, including responsible AI use case evaluations and deployment.
10+ years "hands-on" experience integrating security throughout the Secure Software Development Lifecycle (SSDLC), including component analysis, static and dynamic scanning (SAST/DAST), penetration testing, and comprehensive application security testing across build, deploy, and maintenance phases.
Proven ability to develop high-impact materials and deliver concise, insight-driven presentations to executive leadership, translating complex concepts into actionable recommendations that influence strategic decision-making.
Compensation range: The salary range for this position is: $169,880.00 - $305,780.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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