Data Steward
Irvine, CA Jobs
Mechanics Bank is currently searching for a Data Steward to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role can work remote or onsite within our California footprint.
The Data Steward focus is on enhancing our data governance framework, supporting critical data domains, and ensuring robust policy and standards implementation. Collaborating with cross-functional teams, including Finance, Risk and business units, this position will work to establish data governance processes and practices within the specific data domains. With a strong background in metadata management, critical data elements (CDEs), data quality, and controls, the Data Steward is responsible for training and fostering data literacy within the banking industry.
This position plays a critical role in the advancement of the organization's data governance initiatives while fostering a culture of data excellence.
What you will do:
Data Governance Framework & Policy:
Implement and maintain data governance frameworks and standards in accordance Data Governance Policy and regulatory requirements (e.g. CCPA)
Assists in the development and publication of the Data Governance Framework, including policies, standards, and procedures to ensure data quality, integrity, and security
Partner with data domain Business Owners and Data Custodians to foster a culture of accountability for data governance
Ensures alignment with regulatory requirements and organizational objectives
Metadata Management:
Develops and maintains Data Cataloging and Metadata Management repositories within Global IDs
Identifies, document, and manage data domain CDEs data definitions and dictionaries
Develops and implement processes for monitoring and maintaining CDEs
Data Quality & Controls
Works closely with the business units to help design and document effective data controls and quality monitoring processes
Develops key data quality metrics and dashboards to provide visibility into data quality issues.
Training and Data Literacy:
Develops and deliver data governance training materials to promote data literacy across the organization
Partners with key stakeholders to integrate data governance practices into daily operations
Collaboration and Stakeholder Engagement:
Supports data governance council and related working groups in achieving the data governance objectives
Acts as a liaison between business and technical teams to align data governance objectives
Who you are:
Bachelor's degree in Business Administration, Computer Science, Information Management, or a related field preferred.
Minimum of 5 years of experience in data governance, metadata management, data quality or related roles within the financial services industry.
Relevant certifications such as CDMP (Certified Data Management Professional) or similar is highly desired.
Strong understanding of data governance principles, frameworks, and tools.
Experience with data governance technologies and metadata management tools (e.g., Global IDs, Ataccama, etc.)
Proficient in developing and monitoring data quality metrics and controls.
Excellent communication skills with the ability to translate technical concepts for non-technical audiences.
Experience in financial services or regulated industries preferred.
Familiarity with regulatory requirements such as CCPA, BCBS 239, or similar preferred.
#LI-ML1
Pay Range: $90,000 - $145,000 annually
Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.
Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
Please view Equal Employment Opportunity Posters provided by OFCCP here.
To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit
California Privacy Policy for Prospective Employees | Mechanics Bank
Data Steward
Walnut Creek, CA Jobs
Mechanics Bank is currently searching for a Data Steward to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role can work remote or onsite within our California footprint.
The Data Steward focus is on enhancing our data governance framework, supporting critical data domains, and ensuring robust policy and standards implementation. Collaborating with cross-functional teams, including Finance, Risk and business units, this position will work to establish data governance processes and practices within the specific data domains. With a strong background in metadata management, critical data elements (CDEs), data quality, and controls, the Data Steward is responsible for training and fostering data literacy within the banking industry.
This position plays a critical role in the advancement of the organization's data governance initiatives while fostering a culture of data excellence.
What you will do:
Data Governance Framework & Policy:
* Implement and maintain data governance frameworks and standards in accordance Data Governance Policy and regulatory requirements (e.g. CCPA)
* Assists in the development and publication of the Data Governance Framework, including policies, standards, and procedures to ensure data quality, integrity, and security
* Partner with data domain Business Owners and Data Custodians to foster a culture of accountability for data governance
* Ensures alignment with regulatory requirements and organizational objectives
Metadata Management:
* Develops and maintains Data Cataloging and Metadata Management repositories within Global IDs
* Identifies, document, and manage data domain CDEs data definitions and dictionaries
* Develops and implement processes for monitoring and maintaining CDEs
Data Quality & Controls
* Works closely with the business units to help design and document effective data controls and quality monitoring processes
* Develops key data quality metrics and dashboards to provide visibility into data quality issues.
Training and Data Literacy:
* Develops and deliver data governance training materials to promote data literacy across the organization
* Partners with key stakeholders to integrate data governance practices into daily operations
Collaboration and Stakeholder Engagement:
* Supports data governance council and related working groups in achieving the data governance objectives
* Acts as a liaison between business and technical teams to align data governance objectives
Who you are:
* Bachelor's degree in Business Administration, Computer Science, Information Management, or a related field preferred.
* Minimum of 5 years of experience in data governance, metadata management, data quality or related roles within the financial services industry.
* Relevant certifications such as CDMP (Certified Data Management Professional) or similar is highly desired.
* Strong understanding of data governance principles, frameworks, and tools.
* Experience with data governance technologies and metadata management tools (e.g., Global IDs, Ataccama, etc.)
* Proficient in developing and monitoring data quality metrics and controls.
* Excellent communication skills with the ability to translate technical concepts for non-technical audiences.
* Experience in financial services or regulated industries preferred.
* Familiarity with regulatory requirements such as CCPA, BCBS 239, or similar preferred.
#LI-ML1
Pay Range: $90,000 - $145,000 annually
Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.
* Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
* Please view Equal Employment Opportunity Posters provided by OFCCP here.
* To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit
California Privacy Policy for Prospective Employees | Mechanics Bank
Multifamily CRE Underwriter
Dallas, TX Jobs
The Armada culture is built on its people. We embrace continuous improvement and enable each team member to achieve their personal and professional goals. It's important for us to nurture a strong support system, while actively listening and advocating for our team members.
Design your future at Armada. If you are motivated and believe you can achieve anything you set your mind to, we want to hear from you. We encourage candidates of diverse backgrounds and those committed to working with a growing population where values are embraced to apply.
Armada Analytics is an independent provider of Commercial Real Estate Finance services. We offer commercial real estate underwriting, acquisition due diligence, asset management, zoning, loan closing, and insurance review services. Our team strives to create and deliver a unique, client-focused experience.
Job Purpose
The Underwriter plays an integral part in the success of the underwriting department. The Underwriter is responsible for ensuring that high-quality service is delivered to clients in the process of completing transactions across agency, balance sheet, and/or Commercial Mortgage-Backed Securities executions. Underwriters are responsible for the completion and presentation of credit risk analyses of properties, markets, borrowers, and loans. In addition to performing your responsibilities autonomously, you may play a leadership role across deal teams by guiding and shaping less experienced associates. This is a great opportunity to see a variety of commercial real estate product types.
Duties and Responsibilities
Analyze, interpret, and underwrite multifamily real estate transactions in compliance with respective agency guidelines
Demonstrate ownership of your work, take on challenges and demonstrate patience when learning new processes
Analyze and review borrower credit information and structure, third party reports, property financials and physical information to determine deal viability
Cross-train across the Company's various products to cultivate ability to underwrite a variety of deal types
Minimum Qualifications
Bachelor's degree required; business, communications, or analytical-related field of study preferred
Proficiency in Microsoft Office including Outlook, Word, PowerPoint, and Excel
Experience with multifamily housing products
Must pass pre-employment screenings
Preferred Qualifications
3+ years' experience in commercial real estate underwriting/ financial analytical capacity, strongly preferred
Demonstrated knowledge of and experience in underwriting. This includes but not limited to a strong working knowledge of the key players in the industry, the ability to identify and underwrite the key credit, sponsor related risks, and the ability to evaluate alternative risks carefully when structuring a transaction, and a demonstrated knowledge of property operations
Proven experience in in Affordable, Seniors, or FHA transaction types a plus but not required
Critical Competencies
Ability to interface with all levels of management
Excellent written and verbal communication skills
Passionate about culture; understands the significance of a company's culture and its power to drive success
Ability to work across disciplines to generate new processes and/or resolve issues
Proficient with Microsoft Office Suite or similar software
Strong attention to detail, organizational skills, and the ability to set and meet deadlines in a fast-paced environment
Proven ability to successfully prioritize multiple tasks and allocate resources to meet goals
Creative thinker with sound judgment
Proven ability to take initiative, think on your feet, and make thoughtful decisions
Highly effective project management and time management skills
Working conditions
This position works in an office or remote work environment with some travel required.
Armada's Competitive Benefits:
Armada offers remote work flexibility and a variety of programs and benefits to our team members.
Medical, Dental, and Vision Coverage
401(K) and 401(K) Match
Life Insurance
Voluntary Short-Term & Long-Term Disability
Paid Time Off Programs
Paid Parental Leave
Community Involvement Opportunities
PI76ead7d8f519-26***********4
BRCO Risk Partner Lead - Enterprise Security
Frisco, TX Jobs
BRCO Risk Partner Lead / Cloud Data Warehouse Risks We are seeking a Cloud Data Risk Partner to support cloud-based data warehouses, data lake, data mining and AI environments. This role focuses on early lifecycle risk identification, robust control design, and continuous oversight of risk remediation activities. You'll partner with business, engineering, data, and security teams to embed strong, sustainable controls and play a key role in First Line of Defense (1LOD) challenge and issue management.
The Business Risk and Control Officers (BRCO) play a pivotal role in guiding business units to identify and understand risk exposures and the controls needed which are integral to reducing risk and safeguarding our customers and colleagues. BRCOs are members of the First Line of Defense (1LOD) in Comerica's strong Three Lines of Defense (3LoD)-centric environment. They proactively advise businesses on risks and controls. They efficiently own issue management. They support business units on risk and control audits.
Position Responsibilities:
Strategic Risk Leadership
Guide the business in identifying and mitigating risk exposures in the data warehouse environment.
Drive end-to-end risk lifecycle: Planning, Identification, Assessment, Mitigation, Monitoring, Reporting.
Serve as the key 1LOD liaison to enable early, effective risk management for business applications.
Issue Management & Governance
Proactively lead risk closure tracking, issue validation, and formal documentation for internal audit and Second Line of Defense (2LOD) alignment.
Provide effective challenge to 1LOD colleagues where necessary to uphold control rigor.
Analyze themes across issues to highlight emerging risks and drive preventive solutions.
Control & Compliance Advisory
Advise on control design for cloud, Artificial Intelligence (AI), Data governance, and data warehouse platforms (like Snowflake) aligned with SOX, NIST, GLBA, HIPPA and data privacy requirements.
Ensure controls are risk-appropriate, efficient, and aligned with regulatory expectations.
Partner with control owners on remediation plans and validate resolution effectiveness.
Collaboration & Enablement
Build strong relationships with data, AI working groups, cloud, infrastructure, and governance teams.
Support education and enablement of control owners to improve risk awareness.
Align new and evolving technologies (e.g., CI/CD, cloud-native platforms) with enterprise risk posture.
Position Qualifications:
Bachelor's degree from an accredited university or in lieu of a bachelor's degree a High School Diploma or GED and 6 years of Risk Management, Compliance, or Audit experience
6 years of experience in Risk Management, Compliance, Audit, or related field Expertise in identifying areas of control weakness Expertise in designing or advising on the design of a broad range of controls (e.g. preventative vs. detective controls; manual vs automated)
Strong understanding of various risk types/pillars, risk management, controls, and compliance concepts and frameworks Project support/project management skills - ability to provide direction, track progress and ensure alignment with program requirements
Proficient in risk management software, MS Office Suite, and other related technology tools
Work Best Category:
Category C - Days in the office will either be designated days or will vary week to week from 2-5 days
Hours:
8:00am - 5:00pm Monday - Friday, this position includes both onsite and remote work.
Salary:
To Be Determined Based on Individual Experience
About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background (“RAP Back”) service, which provides ongoing notification to the Company of any updates to your criminal history.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - disability/veteran.
Remote Equity Trader Position
Fresno, CA Jobs
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
FT & PT Bilingual-Customer Retention Specialist (Remote)
McKinney, TX Jobs
Primary Duties & Responsibilities At Globe Life we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better.
Role Overview
Could you be our next Customer Retention Representative? Globe Life is looking for an experienced Customer Retention Representative to join the team!
In this role, you will be responsible for conserving business on behalf of the Company. You'll be a vital part of a dedicated, professional team. Representatives play a key role in ensuring that customers who call in with the intention of canceling are provided assistance in understanding the importance of keeping their coverage, as well as providing policy maintenance.
This is a remote / work from home position
What You Will Do
Handle inbound and outbound telephone calls with customers who are calling to cancel their insurance coverage and/or place calls to current policyholders regarding coverage, premium due, as well as other policy information. Answer questions about policy benefits and premiums and accurately document the information on the appropriate database.
What You Can Bring
* High school diploma or GED
* Customer service experience
* Excellent oral and written communication
* Superior customer service skills required - friendly, efficient, good listener
* Proficient use of the computer, keyboard functions and Microsoft Excel
* Ability to work under pressure and multi-task
* Excellent organization and time management skills
* Must be detail-oriented with the ability to analyze information and make logical conclusions
* Have a desire to learn and grow within the Company
* Must type 30 words per minute, pre-employment assessment required
How American Income Life Will Support You
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation is designed to reflect your expertise and contribution
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance
* Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan
* Paid holidays and time off to support a healthy work-life balance
* Parental leave to help our employees welcome their new additions
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals
* Company-paid counseling for assistance with mental health, stress management, and work-life balance
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: 3700 S. Stonebridge Dr., McKinney, Texas
Director, Voice of the Customer
San Jose, CA Jobs
Innovate with purpose
At BILL, we believe in empowering the businesses that drive our economy. By replacing outdated financial processes with innovative tools, we help businesses-from startups to established brands-make smarter decisions and gain control of their operations. And we don't stop there: we're creating the future of financial automation so businesses can spend more time on what matters.
Working here means you become part of a vision-driven team that's ready to tackle challenges and build cutting-edge solutions. We value purpose, drive, and curiosity-and we thrive in a fast-paced, ever-changing environment. Whether in one of our offices in San Jose, CA, Draper, UT, or working remotely, BILLders collaborate to deliver real impact for businesses that need more time in their busy weeks.
BILL builds high performing teams and we seek to hire the best talent for every role. We're committed to building a workplace that fosters inclusion and diverse perspectives, valuing each person's unique skills and experiences. We'd love to hear from you-you might be just what we're looking for, whether in this role or another.
✨ Let's give businesses more time for what matters.
BILL is seeking a visionary and strategic leader to serve as our Director, Voice of the Customer. In this role, you will own the end-to-end customer feedback journey, championing the voice of the customer (VoC) and transforming feedback into actionable insights that will contribute to enhancing our products, services, and customer experiences.
As a key cross-functional leader, you will drive initiatives that ensure our customers are at the center of everything we do, leveraging data, collaboration, and innovation to deliver meaningful outcomes.
Key Responsibilities
Voice of the Customer (VoC): Build and lead a robust VoC program to capture customer feedback across all touchpoints, including surveys, escalations, support interactions, and/or other relevant sources.
Insights to Action: Synthesize customer feedback into actionable insights and partner with Product, Engineering, Customer Success, and Marketing to drive enhancements that improve customer satisfaction and loyalty.
Strategic Leadership: Define and execute a comprehensive customer strategy that aligns with business objectives and promotes a customer-centric culture.
Team Leadership: Build, manage, and mentor a high-performing team to execute VoC initiatives, manage escalations, and drive customer-centric improvements.
Stakeholder Collaboration: Act as the customer's advocate in cross-functional meetings, ensuring their needs and feedback are represented in decision-making processes.
Data-Driven Analysis: Leverage customer support data, Net Promoter Score (NPS), Customer Effort Score (CES), Customer Satisfaction (CSAT) and other key metrics to identify trends, predict challenges, and prioritize solutions.
Escalation Management: Oversee escalations with a focus on root cause analysis, resolution, and long-term preventative measures.
Process Optimization: Lead efforts to streamline workflows, implement new technologies, and drive efficiency in capturing and acting on customer feedback.
We'd love to chat if you have:
8+ years of customer service or customer experience (CX) with a strong focus on VoC initiatives.
4+ years of people and team management experience in customer experience or related areas
Proven ability to turn customer insights into impactful business decisions.
Experience scaling teams and processes in high-growth, customer-centric organizations.
Strong understanding of customer support and experience metrics, including NPS, CSAT, and CES.
Expertise in operational planning, including resource allocation, workflow design, and cross-functional coordination.
Proficient in CRM/CSM platforms and data visualization tools (e.g., Tableau, Looker).
Bachelor's degree required
Preferred qualifications:
Excellent strategic, analytical, and communication skills with the ability to influence senior leadership.
Advanced degree.
Experience in a SaaS environment
Visa Sponsorship: This position is not eligible for visa sponsorship. Candidates must be U.S. work authorized with no current or future sponsorship needs.
This role is hybrid preferred, with in-office work expected Monday, Tuesday, and Thursday at either our Draper, UT or San Jose, CA locations. We strongly prefer candidates who live within 45 miles of either office or are willing to relocate by the start date. However, we are open to fully remote work for exceptional candidates based in the following states: Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Maryland, Massachusetts, Michigan, Minnesota, Nebraska, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington.
#LI #evergreen
Our ranges for each role and job level are based on a variety of factors including candidate experience, expertise, and geographic location and may vary from the amounts listed below. The role is also eligible for a competitive benefits package that includes: medical, dental, vision, life and disability insurance, 401(k) retirement plan, flexible spending & health savings account, paid holidays, paid time off, and other company benefits. The estimated salary ranges noted below roles in the specific geographic zones
Zone 1- San Francisco Bay Area CA (includes HQ), Boston, New York City, Seattle, Los Angeles city$172,600—$216,300 USDZone 2- CA (Non San Francisco Bay Area and Los Angeles City), Austin TX, Massachusetts (Non Boston)$155,400—$194,700 USDZone 3 -Utah (includes Utah office), Houston TX, Florida, North Carolina$146,700—$183,900 USD
What's in it for you?
Redefining how businesses automate their work is a fast-paced, exciting, and fun environment. But we also have benefits and perks to ensure the magic isn't only experienced by our customers, but by our employees as well.
Here is a preview of some of the amazing benefits here at BILL:
100% paid employee health, dental, and vision plans (choose HMO, PPO, or HDHP)
HSA & FSA accounts
Life Insurance, Long & Short-term disability coverage
Employee Assistance Program (EAP)
11+ Observed holidays and wellness days and flexible time off
Employee Stock Purchase Program with employee discounts
Wellness & Fitness initiatives
Employee recognition and referral programs
And much more
Don't believe us? Check out our culture, benefits, and teams on our career site, LinkedIn Life, or YouTube pages.
BILL is an Equal Opportunity Employer. We believe our best ideas come from the unique stories, perspectives, and experiences of our team members. We welcome people of all backgrounds, abilities, and identities to bring their authentic selves and contribute to our culture.
We are committed to a transparent, inclusive hiring process that reflects our values. If you need accommodations at any stage, please contact interviewaccommodations@hq.bill.com.
Our Applicant Privacy Notice describes how BILL treats the personal information it receives from applicants.
Advisor Success Associate (Hybrid)
Cincinnati, OH Jobs
PCS Retirement, LLC, a subsidiary of FSG Parent L.P., is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts.
At PCS Retirement, we cultivate an environment built on trust, where every team member is empowered to take ownership and contribute to our shared vision. Through collaborative teamwork we foster growth, both personally and professionally, ensuring that together we exceed expectations and achieve remarkable success.
To learn more, visit ******************************
Job Summary
Efficient Advisors is a turnkey asset management firm whose guiding principle is to build lasting relationships with financial advisors and their clients by focusing on client needs. A simple and powerful concept. We are passionate about providing independent advice while maintaining a hyper-focus on the service experience. We deliver independent, customized investment solutions to clients and strive to be an indispensable strategic partner to our advisors.
Job Responsibilities
* Support advisors through ownership of client account opening and account maintenance process.
* Problem resolution with creative mindset and positive attitude.
* Cultivate and grow service focused relationship with financial advisors.
* Act as friendly intermediary between financial advisors and third-party vendors connected to client accounts so you appear as a seamless extension of the financial advisor's back office.
* Proactive problem solving by thinking ahead to the next problem - identify the question behind the question.
* Commitment to the protection of our brand and the brands associated with the advisors we service.
Requirements
* Hospitality mindset and experience
* 2-3 years financial services experience
* Broad knowledge and understanding of financial services and financial planning concepts
* Relentless attitude towards problem resolution
* Strong organizational and time management skills
* Knowledge of and experience with Orion and/or Salesforce a strong plus
Remote Work Information
For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying.
Compensation Information
The average salary for this position is expected to be between $56,000 and $70,000/year however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid-time off, etc. For more information, please visit pcsretirement.com/careers
Additional Information
As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. 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. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Virtual Marketing Sales Representative
Seattle, WA Jobs
Full-Time | Flexible Hours | Commission-Only
Tired of chasing leads that go nowhere? Join InsuraTec as a Virtual Marketing Sales Representative and close high-converting inbound leads from home. No cold calling. No guesswork. Just a proven system that works.
We provide the tools you bring the hustle. If you re licensed, coachable, and ready to get paid for performance, let s talk.
What You ll Do:
Run scheduled phone appointments with inbound life insurance leads
Use our fully scripted process from start to close
Help clients understand their coverage options: life, mortgage protection, final expense, and more
Submit applications and keep records updated in our CRM
Attend team trainings and stay plugged in
Why InsuraTec:
Warm Inbound Leads: No cold calls ever
Proven System: Converts 1 in 3 appointments into sales
100% Remote: Work from anywhere with a good Wi-Fi connection
High Commissions: Top earners make $75K $120K+ per year
Supportive Team: Get coaching, mentorship, and training
Top Carriers: Access to A-rated insurance companies
Monthly Bonuses & Incentive Trips
What You ll Need:
Active life insurance license (required)
Telesales or phone sales experience is a plus
Comfortable reading scripts and handling objections
Self-starter mindset and strong follow-up habits
Reliable internet and quiet work environment
Compensation:
This is a commission-only role. Your income is performance-based no cap, no limits. Promotions are based on results, not seniority.
Apply Now
If you re ready to sell smarter not harder and finally earn what you re worth, apply today to join InsuraTec as a Virtual Marketing Sales Representative.
Business Process Strategist
Austin, TX Jobs
Who we are: Farm Credit Bank of Texas is a $38.9 billion wholesale bank that has been financing agriculture and rural America for over 100 years. Headquartered in Austin, Texas, we provide funding and services to rural lending associations in five states, and we are active in the nation's capital markets.
While you may not be familiar with our name, Farm Credit Bank of Texas plays a critical role in supporting the businesses that make it possible for America to maintain access to an affordable and safe food supply, an industry which is one of the most innovative and evolving of our time. And while you help us deliver on our mission, we deliver on our commitment to you as a valued employee by providing competitive compensation, generous health and wellness benefits packages and an attractive hybrid workplace located along the bluffs of the Colorado River just minutes west of downtown Austin.
We seek out top talent in their fields, whether it be technolo gy, finance, accounting, credit, human resources, or other administrative functions, and welcome you to join us in our mission to feed the world.
Position Description:
This position is responsible for development, testing, configuration, administration and implementation of new business information systems or enhancements to more complex existing systems used in the department to align information technology solutions with the Bank's business initiatives.
Day-to Day-Duties and Responsibilities:
- Work with key software users, department staff and other bank staff to define functional processes and requirements for new and existing business systems.
- Work with the staff to ensure that system design meets specifications for all users in the bank and associations.
- Responsible for user acceptance testing. Create detailed test plan, test cases, test data, and execute test cases. Creates test reports. Develops processes, procedures, for ms and templates for all such user acceptance testing.
- Leads and conducts interviewing activities. Creates 'AS-IS' and 'TO-BE' Business Process Models.
- Develop and lead training activities for business systems.
- Follow the established Business Systems Development methodology as determined by our department.
- Configure and administer assigned products following change management best practices.
- Help resolve issues received via ServiceNow for assigned products.
- Help collect metrics for reporting on assigned products.
- Use low code platforms to build solutions
What You Bring to the Team:
It is an important role that covers many skills. This position requires:
Bachelor's degree in Finance, Accounting or Information Systems, Computer Science or equivalent experience and five (5) years' experience as a business analyst or closely related role in business systems developm ent and support. Experience in assisting users with business systems problems, and training and developing detailed business requirements is preferred but not required.
- Proficient in supporting a commercial lending portfolio valued at $250MM or more, working with either a team or an individual commercial banker.
- Skilled in interpreting various documents, including procedure manuals, business correspondences, journals, and government regulations.
- Capable of reading, understanding, and interpreting financial and legal documents.
- Experienced in crafting complex reports and business communications.
- Equipped to address written queries or complaints from customers, regulatory bodies, or the business sector.
- Proficient in presenting data, both individually and in small groups, to stakeholders ranging from customers and colleagues to management.
- Competent in sharing information and answering inquiries from larger audiences, including m anagers, clients, the public, or board members.
Security and Compliance Functions:
- Help to ensure that IT resources (data, applications and infrastructure) are kept secure from unauthorized access and use.
- Report any security related concerns to senior IT Management.
- Participate in ongoing security related training as approved by management.
- Keep informed of and follow Standards and Procedures as presented in the ITS&P and the FCBT General Computer Controls.
- Work with IT compliance to ensure all assigned operational compliance responsibilities are carried out in an efficient manner and report any compliance concerns to senior IT Management.
- Exercise reasonable care in maintaining the confidentiality of FCBT's information and use of such information for FCBT's business purposes only.
Our benefits:
In addition to a competitive salary, we offer comprehensive, affordable, and competitive benefit options that are focused on health and wellness, financial security, and achieving a work-life balance:
- Flexible and affordable health and wellness benefits, including medical insurance, prescription drug coverage, dental insurance, vision care, flexible spending accounts, and more.
- 401(k) plan that includes an employer match (up to 4%) plus an additional employer contribution (up to 5%), both of which vest on the first day of employment
- Employer paid long-term disability and life insurance
- Generous vacation leave, sick leave, and up to eleven paid holidays
- Paid parental leave program of up to six weeks
- Up to five days per year to volunteer in local community organizations, services, or events
- Ongoing professional development opportunities
- Generous tuition-reimbursement program
- Physical fitness incentive plan
- Employer matching gifts program
- Modern hybrid work schedule combining in office and remote work locations.
Skill Requirements:
Strong functional knowledge of business processes and requirements including major areas of loan accounting, loan origination, bank operations and IT controls and procedures. Must have the ability to communicate effectively, handle multiple concurrent tasks and learn new business systems quickly. Demonstrated interpersonal relationship skills, excellent oral and written communications skills, analytical skills, problem solving and organizational skills are essential. There may be infrequent travel.
Our culture:
In a world filled with unpredictable challenges, we invest in our people and ensure they have dependable careers with ample growth opportunities. As part of the larger Farm Credit System, we focus on building our culture around personal relationships and the ability to be connected to leadership through in-person conversations, regular town halls and employee engagement events. We are deeply committed to attracting and fo stering a diverse workforce, development and career advancement and recognizing the hard work of individuals who contribute to our success.
Important note: We care about your hiring process and take it seriously. A real person will review your application and resume, meaning response timelines may vary. The interviewing process at Farm Credit Bank of Texas may include phone calls, text messages, emails, video interviews, on-site interviews, and requests for portfolios or demonstrations of work. We cannot personally follow-up with each applicant, and we will do our best to create a professional, respectful, and thorough process for candidates with whom we identify as a potential fit.
Commercial Banker
San Francisco, CA Jobs
An exciting position is now available at America's Socially Responsible Bank! Amalgamated Bank is seeking an experienced Commercial Banker to join our team. In this role, you will be responsible for developing and managing a portfolio of relationships as the principal relationship manager to our mission driven deposit and commercial clients. Your expertise in banking products, coupled with strong sales abilities, will be essential in creating tailored proposals to meet customer needs and enhance the region's market share
By joining our team, you'll be joining a Bank that believes that that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers.
Essential Job Functions:
Perform tasks in line with the Bank's mission, vision, and core values, ensuring the delivery of prompt and excellent service to labor, sustainability, political, non- profit, philanthropic, and social advocacy clients.
Acts as the principal relationship manager for new and existing clients.
Develop and implement middle markets sales strategy for commercial banking products and cash management services that will result in the attainment of assigned goals including year over year loan, deposit, and non-interest income growth.
Identify, analyze, structure and internally advocate for commercial credit opportunities.
Execute regional and company-wide sales objectives and goals.
Work with commercial banking teams across the company to prospect and effectively on-board new clients.
Work closely with the portfolio management team within the Bank to ensure that existing loans within the assigned portfolio are in compliance.
Establish and maintain a thorough prospect file and business strategy.
Keep updated on changes to the banking environment, bank competition, and customer's business environment.
Understand the Bank's treasury management products.
Adhere to general bank regulatory procedures.
Perform other duties as directed.
Knowledge, Skills, and Experience Requirements :
Bachelor's degree in business, finance, or a related field.
Minimum of 7 years of commercial credit experience. Formal credit training is a plus.
A strong working knowledge of credit, intermediary lending, underwriting, non-profit accounting, tax credits.
Results oriented with strong relationship management and business development skills, with successful track record in coalition building and partnership execution.
Ability to structure loans and monitor credit performance.
Well-developed analytical, credit and problem-solving skills with knowledge of credit administration, analysis, and credit policy/procedure.
Excellent verbal/written communication and presentation skills
Interpersonal and supervisory skills
Our job titles may span more than one career level. The starting base salary for this role is between $155,000.00 - $170,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.
Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.
Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.
Billing Coordinator
Frisco, TX Jobs
Summary/Objective
Reporting to the Assistant Controller, the Billing Coordinator is responsible for carrying out the accounts receivable and billing functions of the Finance Department.
Essential Functions
Responsible for performing the accounts receivable function; including, but not limited to invoicing, collecting, processing and maintaining billing and customer records
Reconciliation of cash to customer deposits and credit card receipts
Maintain and ensure accuracy of all client records in accounting system
Present accounts receivable and other reporting to management as expected
Responsibilities and Duties
Post all customer check deposits to client records in Business Central and apply to appropriate invoice(s)
Record miscellaneous checks included in deposits to appropriate general ledger account under guidance of Controller (vendor refunds, etc.)
Receive client phone calls / emails and handle various client requests
Process payments to credit cards and apply to appropriate invoice(s)
Update credit card information on file if necessary
Handle all internal requests for information on client billing
Organize and mail monthly statements and all unpaid invoices as they are created throughout the month
This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.
Job requirements
Required Education and Experience
High school diploma or GED required
Prior customer service experience in a professional setting
Proficient in Microsoft Office Suite
Must be able to learn accounting software systems
Strong analytical and problem-solving skills
Ability to use professional judgment and problem-solving skills to make reasonable decisions and recommendations
Ability to exhibit patience while working under stress and pressure
Ability to take initiative and be a self-starter
Ability to be a forward thinker and generate ideas and suggestions for process improvement
Excellent organizational and communication (both verbal and written) skills with attention to detail
Ability to work independently and in a fast-paced environment
Ability to anticipate work needs and interact professionally with customers and vendors to resolve concerns
Preferred Education and Experience
Bachelor's Degree in Accounting or other business degree
3+ years working with a full-service accounting software
Experience with Microsoft Dynamics 365 - Business Central
Experience working with credit card processing systems
Travel
No travel is expected for this position.
Work Environment
This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.
Position Type and Expected Hours of Work
This is a full-time, non-exempt position. Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. Some flexibility in hours is allowed based on management's approval. The ability to work remotely is allowed based on management's approval.
Benefits
Competitive Salary
Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance
Dental & Vision Insurance
Unlimited PTO
Firm-Paid Holidays, Including an Extended Winter Break
Safe Harbor 401k Plan
Generous Employer HSA Contributions
Employer Paid Professional Dues, Licenses/Renewals
Continuing Education Resources
Family Planning Assistance Program and Paid Parental Leave
CWA has consistently been recognized from rating services and publications such as:
INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)
Top Workplaces - Financial Services (2024)
Top Workplaces - Culture Excellence (2024)
Accounting Today - Top Firm by AUM (2024)
USA Today - Top Workplaces (2024, 2025)
Accounting Today - Top 100 Firms (2022, 2023)
Forbes America's Best Tax & Accounting Firms (2022, 2023)
INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)
Dallas Morning News - Top Workplace (2022, 2023)
Accounting Today - Beyond Top 100: Firms to Watch (2020)
Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)
INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)
INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)
Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at
******************
. Your concerns will be handled with the utmost confidentiality and care.
All done!
Your application has been successfully submitted!
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Commercial Lending Services: Business Development, Credit, Funding, Quality Control, Inventory Control, Commercial Account Management, Special Assets, and Servicing
GM Financial is the wholly owned captive finance subsidiary of General Motors offering a suite of financing solutions to U.S. and Canadian dealers that supports business initiatives across all economic cycles. Each team within our department works together to facilitate floorplan requests and deliver world class service, making GM Financial the largest floorplan provider for GM dealerships. Our dealers count on us daily, therefore we take our mission seriously. We believe it all comes down to adding value, cultivating relationships, and earning trust. That's why GM Financial needs passionate, innovative, and spirited team members just like YOU.
This position will be located in Irving, Texas and following a hybrid work model. Hybrid (Combination of work from home and in-assigned office location)
New Business Ventures Principal - Alternative Capital Solutions
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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
Responsible for accelerating business growth through inorganic means, which includes mergers and acquisitions (M&A), strategic investments, strategic partnerships, and strategic innovation. Identifies and executes on external opportunities that align with business strategy and growth objectives that enable member growth and add economic value to the business. Responsible for identifying, evaluating, and executing/integrating targets, partners, and opportunities that align to the business' vision and strategic direction.
This position can work remotely in the continental U.S. with business travel.
* Develops, drives, and delivers the business' overall inorganic strategy to accelerate business growth and add economic value to the business.
* Builds and manages the cross-functional integration team and integration management office for M&A and new business ventures integration efforts.
* Directs the prioritization of investments, spend, and resource utilization as it relates to the identification and execution of growth opportunities.
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* Leads M&A integration strategy, planning, execution, and value realization/recognition.
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* Develops success metrics aligned with transaction value drivers and reports outcomes to senior leaders and other key stakeholders.
* Ensures alignment, prioritization, and coordination of innovation activities with the business' strategic direction as it relates to horizon 2 and 3 opportunities.
* Contributes to opportunity identification, design, development, testing, and scale solutions that meet member needs and improve organizational success.
* Consults with senior leaders on business strategy including the facilitation of strategic growth initiative workshops and processes.
* Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
* 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.
* 10 years of progressive experience in M&A, innovation, development of capital strategies, and/or strategy development to include 6 years of experience managing major initiatives and/or delivering results within a complex matrix environment.
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* Ability to develop successful relationships with internal stakeholders and negotiate and influence at all levels of the organization.
* Experience leading large scope projects that span across multiple business units.
* Excellent verbal and written communication skills.
What sets you apart:
* Master's degree (MBA, CFA, or actuarial credentials such as FCAS/ACAS preferred).
* Experience designing and launching parametric insurance products, including climate-related, natural disaster, and supply chain risk solutions.
* 15+ years of experience in insurance, reinsurance, capital markets, or risk financing, with a strong background in alternative capital strategies.
What we offer:
Compensation:
The salary range for this position is: $164,780 - $314,960.
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. The actual salary for this role may vary by location.
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.
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.
New Business Ventures Principal - Alternative Capital Solutions
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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
Responsible for accelerating business growth through inorganic means, which includes mergers and acquisitions (M&A), strategic investments, strategic partnerships, and strategic innovation. Identifies and executes on external opportunities that align with business strategy and growth objectives that enable member growth and add economic value to the business. Responsible for identifying, evaluating, and executing/integrating targets, partners, and opportunities that align to the business' vision and strategic direction.
This position can work remotely in the continental U.S. with business travel.
* Develops, drives, and delivers the business' overall inorganic strategy to accelerate business growth and add economic value to the business.
* Builds and manages the cross-functional integration team and integration management office for M&A and new business ventures integration efforts.
* Directs the prioritization of investments, spend, and resource utilization as it relates to the identification and execution of growth opportunities.
* Responsible for establishing new partnerships, execution of strategic relationships, and delivery of member and economic value.
* Partners closely with M&A deal captains from pipeline to due diligence to deal close. Participates in deal confirmatory and operational diligence; provides programmatic leadership for key deals.
* Leads M&A integration strategy, planning, execution, and value realization/recognition.
* Develops overall integration plans and milestones. Partners with executives and functional champions to drive financial, marketing, product, and HR workstreams. Drives day-to-day execution of the integration process.
* Develops methods and tools to successfully execute all phases and aspects of M&A integration.
* Develops success metrics aligned with transaction value drivers and reports outcomes to senior leaders and other key stakeholders.
* Ensures alignment, prioritization, and coordination of innovation activities with the business' strategic direction as it relates to horizon 2 and 3 opportunities.
* Contributes to opportunity identification, design, development, testing, and scale solutions that meet member needs and improve organizational success.
* Consults with senior leaders on business strategy including the facilitation of strategic growth initiative workshops and processes.
* Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
* 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.
* 10 years of progressive experience in M&A, innovation, development of capital strategies, and/or strategy development to include 6 years of experience managing major initiatives and/or delivering results within a complex matrix environment.
* Strong understanding of corporate business development, market expansions and acquisitions, and ability to align business needs and values to prioritize business development targets for establishing new partnerships.
* Deep knowledge of contractual requirements related to mergers, acquisitions, divestitures, joint ventures, minority investments, and strategic partnerships including but not limited to legal, regulatory, and compliance obligations and the end-to-end process.
* Strong quantitative and analytical skills; fluency in performing rigorous financial and valuation analyses and familiarity with both accounting and operating metrics.
* Proven experience screening and analyzing potential opportunities for strategic fit and conducting business due diligence.
* Demonstrated ability to think strategically to build strategies, leverage and influence leadership and cross functional teams to execute major initiatives.
* Ability to develop successful relationships with internal stakeholders and negotiate and influence at all levels of the organization.
* Experience leading large scope projects that span across multiple business units.
* Excellent verbal and written communication skills.
What sets you apart:
* Master's degree (MBA, CFA, or actuarial credentials such as FCAS/ACAS preferred).
* Experience designing and launching parametric insurance products, including climate-related, natural disaster, and supply chain risk solutions.
* 15+ years of experience in insurance, reinsurance, capital markets, or risk financing, with a strong background in alternative capital strategies.
What we offer:
Compensation:
The salary range for this position is: $164,780 - $314,960.
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. The actual salary for this role may vary by location.
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.
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.
Client Experience Specialist
Buena Park, CA Jobs
Job Description
Client Experience Specialist (Remote – Commission Only) LifePro Recruitment
LifePro Recruitment is seeking a personable and detail-oriented Client Experience Specialist to join our remote team. This is a 1099 commission-only opportunity for professionals who are passionate about delivering outstanding service, building lasting relationships, and guiding clients through the life insurance process with care and clarity.
You’ll work with warm, pre-qualified leads—no cold calling—ensuring each client has a seamless and supportive experience from their first consultation to policy activation.
Key Responsibilities:
Serve as the main point of contact for prospective and active clients
Understand client needs and recommend appropriate life insurance solutions
Guide clients through the entire application and onboarding process
Track follow-ups, documentation, and communication in our CRM system
Ensure a personalized, high-touch experience that builds trust and loyalty
What We Offer:
100% remote – work from anywhere in the U.S.
Flexible schedule – part-time or full-time
Inbound, pre-qualified leads provided – no cold calling
Comprehensive onboarding, training, and mentorship
Proven tools and systems to support your success
Uncapped commission – earn based on performance
Advancement opportunities in client success or team leadership
Ideal Candidate:
Strong communication and customer service skills
Experience in client-facing roles, customer support, or sales (preferred)
Organized, dependable, and tech-savvy
Life & Health Insurance License (or willingness to obtain – we’ll help)
Comfortable working independently in a remote environment
Compensation:
This is a 1099 commission-only role. Client Experience Specialists typically earn $3,000–$7,000/month, with top performers exceeding $10,000/month.
If you’re ready to create meaningful experiences and grow your income in a flexible, remote-first role, apply now to join LifePro Recruitment as a Client Experience Specialist.
Powered by ExactHire:180768
Sr Channel Sales Representative-Security Solutions-Remote (WA, OR)
Seattle, WA Jobs
Honeywell's Security and Access Solutions business provides high-value security products and services that are critical for buildings around the globe. Building operators and security teams across dynamically evolving verticals depend on our mobile- and cloud-enabled technologies for access control, intrusion detection, and locking solutions to help create safer and more efficient facilities.
As a **Sr Channel Sales Representative** here at Honeywell, you will drive the sale of products, systems, and services through resellers/channels to achieve sales and profit goals for our access solutions products Lenel S2. They identify and approaches key or strategic partners and set short and long-term channel strategies. This role will foster reseller satisfaction and performance. They will develop customer relationships through partnering with General Wholesalers, Distributors or resellers. This role will provide education of Honeywell products through technical presentations and will manage, maintain, and provide reports and opportunity status through regular business reviews. Additionally, they will analyze competitive intelligence, market trends, and drive business through our e-commerce portal.
**You will report to the Sales Manager and work remotely when not visiting clients 50% of time. The ideal candidate for this role should be located in Portland, OR or Seattle, WA.**
**KEY RESPONSIBILITIES**
+ Manage relationships and serve as a trusted advisor to executive and other customer stakeholders
+ Identify and develop new relationships with potential customer stakeholders
+ Oversee and manage customer relationships for an assigned book of accounts
+ Identify additional cross-/up-sell opportunities for strategic, high-growth/NPI products using SFDC data and collaboration with sales reps
+ Understand and articulate value propositions of Honeywell solutions and offerings
+ Monitor and interpret product usage data for an assigned book of accounts to identify opportunities to improve adoption, pursue renewal opportunities, up-sell within existing products, or identify opportunities to cross-sell
+ Develop strong, collaborative working relationships with internal stakeholders across the organization including Finance/Pricing, Legal, Customer Success, and Offering Management, etc.
**COMPENSATION**
The annual base salary range for this position in California and New York (excluding most major metropolitan areas), Colorado, Connecticut, and Hawaii is 85k-125k. For Washington and most major metropolitan areas in New York & California, the annual base salary range is 85k-125k. Please note that this salary information serves as a general guideline. Honeywell considers various factors when extending an offer, including but not limited to the scope and responsibilities of the position, the candidate's work experience, education and training, key skills, as well as market and business considerations.
This position is incentive plan eligible.
**BENEFITS**
In addition to a competitive salary, leading-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays. For more information visit *******************************
The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates.
**YOU MUST HAVE**
+ 5+ years of experience in account management or channel sales, with a proven track record of managing key accounts and driving revenue growth
+ Experience with security or access control solutions
**WE VALUE**
+ Strong leadership and team management skills
+ Ability to build and maintain strong relationships with customers and internal stakeholders
**ABOUT HONEYWELL**
Honeywell International Inc. (Nasdaq: HON) invents and commercializes technologies that address some of the world's most critical demands around energy, safety, security, air travel, productivity, and global urbanization. We are a leading software-industrial company dedicated to introducing state-of-the-art technology solutions to improve efficiency, productivity, sustainability, and safety in high-growth businesses in broad-based, attractive industrial end markets. Our products and solutions enable a safer, more comfortable, and more productive world, enhancing the quality of life of people around the globe.
Honeywell helps organizations solve the world's most complex challenges in automation, the future of aviation and energy transition. As a trusted partner, we provide actionable solutions and innovation through our Aerospace Technologies, Building Automation, Energy and Sustainability Solutions, and Industrial Automation business segments - powered by our Honeywell Forge software - that help make the world smarter, safer and more sustainable.
Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.
REMOTE Title Foreclosure Specialist, Vylla
Aliso Viejo, CA Jobs
Come join our amazing team and work remote from home!
The Title Foreclosure Specialist will be responsible for taking foreclosure abstract orders from the lender and preparing an abstractor report using partners. Preform a quality control on all files before sending to foreclosure attorney and lender. Update files as requested and also perform searches. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. The Target Pay range for this position is $20.00 to $30.00.
What you'll do:
Monitor assigned foreclosure e-mail box.
Order requested foreclosure abstracts from stated company partner(s) and update per attorney request.
Perform quality control evaluation once foreclosure abstract is received and before completed product is sent to client.
Determine if a file is acceptable.
Monitor vendor turnaround times for counseling and process improvements.
Perform other duties as assigned.
What you'll need:
High School diploma or equivalent work experience.
Two (2) to five (5) years' title, settlement services or mortgage experience.
State title / escrow license preferred.
Intermediate skills in Microsoft Suite - Word, Excel, etc.
Intermediate skills in Equator and RamQuest.
Intermediate industry related skills.
Ability to understand, remember, and apply oral and/or written instructions or other information.
Ability to understand, remember, and communicate routine, factual information.
Ability to understand complex problems and to collaborate and explore alternative solutions.
Ability to understand opposing points of view on highly complex issues and to negotiate and integrate different viewpoints.
Ability to apply common sense in performing job.
Ability to make decisions that have moderate impact on the immediate work unit.
Ability to organize and prioritize own work schedule on sort-term basis (longer than one month).
Ability to add, subtract, multiply, divide and to record, balance, and check results for accuracy.
Ability to understand and follow basic instructions and guidelines.
Ability to complete routine forms, use existing form letters, and/or conduct routine oral communication
Ability to compose letters, outlines, memoranda, and basic reports and/or to orally communicate technical information.
Ability to communicate with individuals utilizing a telephone; requires ability to hear and speak effectively on the telephone.
Ability to express or exchange ideas by means of the spoken word, communicating orally with others accurately, audibly and quickly.
Our Company:
Vylla Title, LLC is part of The Carrington Companies. We are a full service title agent committed to providing the highest level of service. Our national footprint and full-service model offer a truly progressive approach to managing transactions and creating extraordinary experiences every step of the way. We offer a broad array of services for residential and commercial transactions, with years of expertise to serve many unique client needs.We love what we do and offer an exceptional place to work where you can be part of a strong team. That's why we say we're not just a team, but a “Vyllage.” Accelerate your career and join our Vyllage today! To read more visit: *******************
What We Offer:
Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.
Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
Customized training programs to help you advance your career.
Employee referral bonuses so you'll get paid to help Carrington and Vylla grow.
Educational Reimbursement.
Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org.
Notice to all applicants: Vylla does not do interviews or make offers via text or chat.
Remote Commercial Collections LARGE BALANCE
Cleveland, OH Jobs
Full-time Description
Greenberg, Grant & Richards, Inc. is an accounts receivable and commercial collection firm and the leader in our industry! We have 7 offices around the US and we collect over 100 Million annually. Recession Proof Industry, our top collectors make over 100K a year. We are Accredited and Honored by the BB with an A+ rating.
We are growing and would like to speak with you today if you are a Commercial Collector or have experience in the collections industry and are ready to start a new adventure.
Since 1993, we have developed a strong reputation for delivering results and superior customer service. We attract and hire top talent across the nation to be a part of our team and we would like to speak with you about joining the GGR Family. If you love to make money and strive to be successful, energetic and goal-oriented there is a position for you on our Collections team.
Why Choose Greenberg, Grant & Richards, Inc.?
We are growing and we want the best of the best to come and grow with us.
75% employer paid Medical, Dental & Vision
Great Work Location
401K
Paid Life Insurance
Vacation/PTO
No nights and weekends
Off early on Friday's
Weekly Meetings and Coaching
Weekly Contests
Responsibilities:
Understands and applies the terms of clients contracts
Notate and pursue successful resolution of defaults
Contact business owners by phone and email to resolve delinquency issues
Communicate and build trust to overcome objections and resolve the debt
Advise business owners of potential actions surrounding defaults
Ensure compliance with all laws associated with recovery
Meet daily call expectations of 100+ with accounts worked
Call debtors to secure payments on past-due accounts
Knowledge of skip tracing and asset searches preferred
Successfully manages a queue of 200+
Must have the ability to exceed daily, weekly, and monthly expectations consistently
Must follow established policies & procedures
Must take direction well and be self-motivated
Other duties as assigned
Qualifications:
High School Diploma or Equivalent (G.E.D.)
2 years of collection experience preferred
Excellent telephone and customer service skills
Working knowledge of Microsoft Office programs including Outlook, Word and Excel.
This is a remote opportunity
Greenberg, Grant & Richards, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
About Greenberg, Grant & Richards, Inc:
Greenberg, Grant & Richards, Inc. is an accounts receivable and commercial collection firm and the leader in our industry! We have offices in Austin, Houston, Denver, and Tampa. We have been an industry leader for over 30 years and set the bar for colling others companies commercial accounts receivable issues. Our focus is solely business to business. Looking at our next 30 years we are focusing on expansion and bringing on board the next generation of employees. We currently have over 10,000 active clients and we collect over 100 million dollars a year for our clients. If you are looking to get into a "Recession Proof Industry", this is the place for you! Once you get in, you'll never leave.
If you are in car sales, you only get your customer back every 3-5 years. If you are in home sales, you only get customers back every 10 years. If you are in commercial collections, once you land a client, your client comes back every month. They place accounts every day and they are never taken from you. That is the key to sales, getting repeat business and continuously growing your file year over year. Many clients have been with us over 20 years. We have developed a strong reputation for delivering results and superior customer service. We attract and hire top talent across the nation to be a part of our team and we would like to speak with you about joining the GGR Family. We attract and hire the top talent across the nation to be a part of our team.
Why Choose Greenberg, Grant & Richards, Inc.?
We are growing and we want the best of the best to com and grow with us.
75% employer paid Medical, Dental & Vision
Great Work Location
401K
Paid Life Insurance
Paid Time Off
No nights and weekends
Off early on Friday
Flex Time/PTO
Employee Driven Culture
Salary Description $36,000 to $100,000 per year (plus commission
Seeking a Future Opportunity at AHL
Irvine, CA Jobs
American Heritage Lending, LLC Established in 2008, the company was founded to be a company set apart from an already impacted market. Licensed in multiple states across the US, the premise of our company evolved into the pinnacle for our success - creating a caring experience for the families we service across the nation.
Please apply to this job posting if you are unsure of which open role is the right fit, seeking a future opportunity, or referred by a current AHL employee.
Work Environment: This job operates in an office setting and largely sedentary, requiring the routine use of a computer and other standard office equipment. The ability to lift or move up to 20 pounds, bend, reach, and perform manual tasks may also be required. Remote work is an optional setting. Work environment characteristics are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is exposed to weather condition prevalent at the time. Business travel may provide for varying degrees of change in the work environment. The noise level in work environment is usually moderate.
Benefits:
Medical
Dental
Vision
Matching 401(k)
Paid Time Off
Paid Holidays
Why American Heritage Lending:
We are a high-growth Company that doubled our staff in 2022
Competitive Salary
Wide Product Options - Bridge, Fix and Flip, FHA, VA, Conventional, Non-QM, DCSR, Hard Money Loans and more
We are not impacted by the volatility of the interest rate
This Company describes its culture as:
Family-Accountability-Integrity-Teamwork-Have fun along the way
Start your career today with American Heritage Lending!
Note:
Nothing in this job description restricts the company's right to assign or reassign duties and responsibilities to this position at any time. Reasonable accommodations may be made in appropriate circumstances to enable individuals to perform the essential functions of the position.
Flexible work from home options available.
Compensation: $50,000.00 - $100,000.00 per year
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
American Heritage Lending is a customer service-oriented lender in the Non-QM mortgage market. The company was founded by mortgage professionals with a long history of providing flexible solutions to borrowers who don't fit the Qualified Mortgage space.
American Heritage Lending prides itself on providing superior service, and our experienced staff is here to help you every step of the way. Our highly trained Account Executives, Loan Brokers, and Loan Officers work with clients to structure loans and provide real solutions for difficult loans that were rejected by traditional lenders or Government automated underwriting methods.
This Company describes its culture as: Family-Accountability-Integrity-Teamwork-Have fun along the way