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Newtown Savings Bank Part Time jobs

- 372 jobs
  • Part-time Teller - Southbury

    Newtown Savings Bank 3.7company rating

    Newtown, CT jobs

    Are you curious about a career in Banking? Do you have experience with cash handling, customer service, and sales? Newtown Savings Bank is seeking a positive, high-energy individual for the role of Part-time Teller at our Southbury Branch. We have multiple opportunities available at different branch locations. This position works with Branch Management to implement and carry out Bank policy, procedures, and goals with respect to the overall operation of the branch. Proactively generate leads for all banking relationships. Cover other branches as directed. The typical part-time hours for this position are based on a 20-hour work week, including Saturdays. If you are interested in becoming part of an elite team of banking professionals, we want to talk to you! PRIMARY RESPONSIBILITIES Provide prompt and courteous service to all external and internal customers. Courteously resolve customer complaints or properly refer them to Management as needed. Use courteous telephone etiquette when answering, transferring, and calling customers. Be proactive in the greeting of lobby customers to provide excellent customer service. Create welcoming customer friendly environment. Proactively offer solutions and be willing to solicit new business from customers and potential customers by uncovering needs, identifying solutions, and making the appropriate recommendations. Promote the complete line of deposit products and related services to customers in an effort to reach defined goals and enhance profitability. Accurately respond to customer inquiries and identify new sales opportunities. Refer customers to the appropriate sales representative, Commercial Lending, Mortgage and Newtown Investment Solutions as appropriate. Perform daily customer transactions within authority limits. Process all customer transactions in accordance with Bank policy and procedure; receive supervisor approval for those outside authority level. Perform basic customer maintenances such as address changes, check ordering, and other customer and account information changes. Assist Branch Management with certain administrative duties as required including, but not limited to ATM balancing, night drop processing, branch balancing, and other daily branch operations as needed. Adhere to weekly staff schedule. Support Branch Management in creating and maintaining an environment where employees feel engaged, supported and valued. Maintain knowledge and follow all CIP, BSA, AML and OFAC requirements, as set forth in the Bank's policies, procedures and programs. Complete all compliance requirements by scheduled deadlines. Support the Bank's Mission Statement, Vision Statement and demonstrate the Bank's core values. Meet the Bank's volunteer specifications and be involved in community activities as necessary. POSITION REQUIREMENTS High School diploma or equivalent. Customer service experience preferred Sales experience preferred Communication Skills Must be able to communicate effectively while interacting with internal and external customers in person, on the telephone or in writing. Strong customer service skills required. Must be able to speak in small groups or one on one. Proficient in routine letters and customer correspondence. Problem Solving Skills Ability to apply common sense understanding to carry out functions furnished in written form or oral form. Ability to perform a variety of duties without loss of efficiency or composure. Ability to multi-task as well as to perform repetitive work according to set procedures and meet deadlines. Ability to perform well under pressure. Other Skills Be task oriented, organized and work well in team environment. Must have the ability to listen well and follow instructions, as well as to receive guidance and supervision, and follow work rules and procedures. Attendance Required to work weekends and may be required to work extended hours and regular, reliable attendance is critical. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above 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. Any physical demands or work conditions 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. Newtown Savings Bank is an equal opportunity employer and complies with affirmative action programs for qualified veterans and individuals with disabilities. Newtown Savings Bank shall not discriminate against any employee or applicant for employment based on race, color, religion, gender, age, marital status, national origin/ancestry, sexual orientation, gender identity, disability status, protected veteran status, or any other legally protected status.
    $34k-39k yearly est. Auto-Apply 60d+ ago
  • Member Experience Consultant II - Niantic Branch

    Dutch Point Credit Union 2.8company rating

    Niantic, CT jobs

    Are you passionate about creating exceptional experiences and making a difference in your community? At Dutch Point Credit Union, we're more than a financial institution - we're a point of pride for the members we serve. As a Member Experience Consultant II, you'll be at the heart of our mission to Educate. Serve. Delight. You'll play a vital role in connecting members with the right solutions, delivering seamless service, and helping them achieve their financial goals-all while enjoying a workplace that values your growth and success. What You'll Do: Be a Member Champion: Welcome members warmly, address their needs with precision, and ensure they leave delighted. Solve Complex Problems: Handle detailed inquiries, process transactions, and assist with loan origination to guide members on their financial journey. Be a Trusted Advisor: Educate members on our products and services, recommending personalized solutions to meet their goals. Collaborate & Contribute: Support branch goals, share ideas, and work as part of a dynamic, motivated team. Embrace Growth: Stay ahead of the curve with ongoing training and skill development to continuously enhance your expertise. What We're Looking For: A positive, can-do attitude with a strong focus on customer service excellence. Experience in banking or financial services, with a passion for helping people. A knack for problem-solving, driving results, and fostering meaningful connections. Tech-savvy skills and adaptability in a fast-paced environment. Why Dutch Point? Competitive pay Flexible schedule: Full-time and part-time opportunities, including Saturdays. Outstanding benefits: 401(k) matching, health/dental/vision insurance, tuition reimbursement, paid time off, and more. A mission-driven culture: Rooted in values like Commitment, Courage, Respect, Social Responsibility, and Transparency, we're dedicated to making a lasting impact on the lives of our members, employees and communities. Make a Lasting Impact with Us At Dutch Point Credit Union, we believe in creating enduring positive change-for our members, our colleagues, and our communities. By joining our team you'll embody our mission. If you're ready to share your talents, embrace challenges, and build relationships rooted in shared values, we'd love to hear from you. Apply today and become part of a purpose-driven organization making a difference that matters. Read the full job description here: **********************
    $77k-119k yearly est. 1d ago
  • Operations Assistant, Upward Bound

    First Federal Community Bank 3.9company rating

    Fairfield, CT jobs

    The Upward Bound Operations Assistant will support the Director of the Program with a variety of administrative functions involved with running a major federally funded program. Duties will include scheduling and support, administrative activities, budget and account support, management of web-based information databases, fielding inquiries, providing administrative support with grant proposals and post-award reporting, drafting non-technical materials and correspondence, event planning and management. Please note this is a 12-month federally funded program that is part-time (19 hours a week). Minimum Education and Experience Requirements: Two (2) years' administrative/office management experience with data collection/database experience Associate's degree; Bachelor's degree, preferably in business administration or a related discipline; or equivalent combination of training and experience. All degrees must be received from appropriately accredited institutions. Demonstrated experience working with lower-income, first generation students and individuals with disabilities or similar populations preferred Excellent communication skills (written and oral) Excellent computer skills (Microsoft Office) Essential Skills, Knowledge and Abilities The coordinator role requires strong computer skills and a high level of experience and proficiency with current versions of the Microsoft Office suite, including Word, Excel, and Outlook. Applicants should possess excellent verbal, written and interpersonal communication skills, with an ability to communicate clearly and professionally; a positive problem-solving attitude; the ability to work independently and as an effective team member; self-motivation and highly developed organizational skills; the ability to multi-task with an attention to detail and accuracy. Category: President - Staff Performs such other duties, responsibilities, and activities as required by supervisor and as departmental/University needs indicate. *Disclaimer The above information indicates the general nature and level of work performed by employees within this classification. It is not designed to contain and should not be interpreted as a comprehensive inventory of all duties, responsibilities, activities, and/or qualifications required or expected of employees assigned to this job. Duties, responsibilities, and activities may change and new ones may be assigned at any time, with or without notice. All offers of employment are contingent upon a satisfactory background check. Fairfield University 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. Load a resume or CV first, then upload supporting documents including a cover letter at the bottom of the third page under the "My Experience" section where it says to upload a Resume/CV . You will be able to upload up to 5 other documents in this section. You will be unable to edit your application, so please have all documents available before applying. Faculty Positions: If you need to upload more than 5 documents, please either combine them to upload or email the additional documents to the applicable contact in the job description. Staff positions: If you need to upload more than 5 documents, please either combine them to upload or email them to ****************
    $33k-38k yearly est. Auto-Apply 60d+ ago
  • Work From Home Representative | Entry Level | Flexible Schedule | Hiring Immediately

    Globe Life 4.6company rating

    Houston, TX jobs

    START YOUR NEW CAREER FROM HOME - APPLY TODAY, START THIS WEEK! We're looking for motivated individuals ready to take control of their future. At Globe Life AO, you'll enjoy: Flexible schedules Full training provided High income potential All without leaving your home. No experience? No problem. We'll give you everything you need to succeed. ✅ WHAT WE OFFER: High earning potential - No cap on income Full training provided - No experience required Flexible schedules (Full-time or Part-time) 100% remote work from home Rapid career growth opportunities Hiring immediately - Start this week YOUR ROLE: Making outgoing calls, emails, texts and chats from clients Provide clear answers and process requests. Maintain professionalism and positivity. REQUIREMENTS: Computer/laptop with internet access. Positive, coachable, and reliable. Ability to work independently and with a team. No prior experience required - we train you! Must be willing to get Licensed in Life and Health Insurance Must be a US Resident AVERAGE EARNINGS: $800-$1,200 weekly (Weekly Commission based Salary + performance bonuses). APPLY NOW - INTERVIEWS ARE FILLING FAST! Your future is one click away. Hit Apply Now and start your new career from home this week. Spots are limited - don't wait!
    $800-1.2k weekly Auto-Apply 60d+ ago
  • VP, Controller

    Stearns Bank Na 3.2company rating

    Saint Cloud, MN jobs

    At Stearns Bank, we're helping people, entrepreneurs, small businesses, and local communities nationwide reach their full financial potential. Sound like something you want to be a part of? If so, we're currently looking for a VP, Controller. This is a fully remote position. Come see how we're doing business unusual and charting our own path to reimagine a more inclusive financial services and banking ecosystem for all. Benefits Stearns Bank understands and respects that everyone is managing unique career, family, and wellness needs. That's why we offer industry-leading benefits to employees to help them live healthy lives and bring their full selves to work every day. Benefits may vary for part-time positions. Some of those benefits include: Employee Stock Ownership Plan & 401k Plan Healthcare (Medical, Dental, Vision, Telehealth, Life insurance) 12-week Paid Medical Leave Paid Parental Leave: 21-weeks Primary Care Parent, 14-weeks Secondary Care Parent $5,000 Family Care Reimbursement: Childcare, Elder Care, Student Loan Debt, Pet expenses, down payment assistance PTO from 13 to 23 days depending on tenure. Cashout and Carryover options. 10 Days Sick Time 11 Paid Holidays 4 Days Volunteer Time 2 Days Self Allowance Time Tuition Assistance For this position, we anticipate an annual range between $150,000 - $190,000. Final employment offers will be dependent upon the selected candidate's relevant qualifications and experience. JOB SUMMARY Plans and direct the accounting operations of the company. RESPONSIBILITIES Oversees corporate operations of the Finance Department, which include accounts payable/ receivable, internal/external/regulatory financial reporting, and bank/general ledger account reconciliations. Maintains a documented system of accounting policies and procedures; implements a system of internal controls over accounting transactions and works with internal audit to ensure compliance with all accounting FDICIA controls. Oversees the production of periodic financial reports; ensures that the reported results comply with Generally Accepted Accounting Principles in the United States (US GAAP). Develop and prepare and non-US GAAP ad hoc management reports as requested Assists Chief Financial Officer with financial analysis, with emphasis on mergers & acquisitions, capital planning, and contract negotiations. Prepares accounting and regulatory proformas for potential merger and acquisition targets. Prepares Day 1 purchase accounting entries for acquisitions. Responsible for oversight of the federal and state income tax estimates and tax returns preparation with the company's CPA firm. Works with internal and external auditors to provide needed information for the annual consolidated financial statement audit, annual U.S. Department of Housing and Urban Development (HUD) audit, and annual employee benefit plans (ESOP/401k) audits. Prepare resolutions for the Board of Directors for dividend approvals, annual FRB daylight overdrafts, and other resolutions as needed. Oversee and manage the annual companywide insurance and fidelity bond renewal process Oversee the financial reporting of all holding company and bank owned non-bank subsidiaries Review and implement any new Accounting Standard Updates (ASU) from the FASB Collect annual Regulation O information and track throughout the year Ensures compliance with local, state, and federal government requirements. Performs other related duties as necessary or assigned. Loss prevention and security as applicable for this position. Maintain a working knowledge of all legal and regulatory compliance issues as they pertain to this position. Perform other duties as necessary for the efficient operations of the department and organization. Complete required training. REQUIREMENTS Occasionally lift and/or move up to 25 lbs. Literacy in English. Ability to sit for extended periods of time, twist, bend, sit, walk use hands to twist, handle or feel objects, tools or controls, such as computer mouse, computer keyboard, calculator, stapler, telephone, staple puller, etc., reach with hands and arms, balance, stoop, kneel, talk or hear. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus. QUALIFICATIONS Bachelor's Degree (B.A.) from a four-year college or university; or seven - ten years related experience in the finance/accounting industry and/or training, or equivalent education and experience. Five + year's management experience. CPA accreditation preferred. Excellent oral and written communication skills. Flexible. Detail oriented. Strong organizational skills and ability to prioritize multiple tasks. Strong computer skills. THE COMPANY Founded in 1912, Stearns Financial Services Inc. (SFSI) is a $3.2 billion, independently owned financial institution with locations in Minnesota, Florida and Arizona, and over 35,000 small business customers nationwide. Specializing in affordable housing financing, USDA and SBA lending, and small business and equipment financing, Stearns Bank is regularly recognized as one of the country's top-performing banks and “Best Banks to Work For” by American Banker. As a Star Tribune Top Workplaces award recipient and an award recipient of the Minnesota Business Magazine 100 Best Places to Work in Minnesota, Stearns takes pride in their team and holds their employees in extremely high regard. We offer a competitive salary and benefit package including our Employee Stock Ownership Program-one of the best long-term incentive programs in the nation. To learn more about Stearns Bank, visit www. StearnsBank.com EQUAL OPPORTUNITY EMPLOYER /AFFIRMATIVE ACTION PLAN We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, or creed, religion, sex, marital status, familial status, sexual orientation, national origin, age, disability, veteran's status, status with regard to public assistance, or any other class protected by Federal, State, local laws governing nondiscrimination in employment.
    $150k-190k yearly Auto-Apply 56d ago
  • Bilingual Customer Retention Representative (Remote)

    Globe Life Inc. 4.6company rating

    McKinney, TX jobs

    Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better. Role Overview: Could you be our next Bilingual Customer Retention Representative? Globe Life is looking for a Bilingual Customer Retention Representative to join the team! As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who are considering cancellation or have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage. This is a remote / work-from-home position. We have full-time and part-time positions available with morning and evening shifts. What You Will Do: * Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options. * Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions. * Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments. * Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language. * Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems. * Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information. * Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions. * Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards. What You Can Bring: * Must be fully bilingual in English and Spanish, with the ability to speak, read, and write fluently in both languages. * High school diploma or equivalent. * Basic Microsoft Office Skills, including Word, Excel, and Outlook. * Minimum Typing speed of 30 wpm. * Experience in a call center environment preferred. * Some experience in insurance and/or sales is preferred. * Excellent verbal and written communication skills. * Ability to solve complex policyholder issues with a positive attitude. * Ability to work in a fast-paced environment and work well under pressure. * Knowledge of life and/or health insurance terminology preferred. Applicable To All Employees of Globe Life Family of Companies: * Reliable and predictable attendance of your assigned shift. * Ability to work full-time and/or part-time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've created a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: * Competitive compensation designed to reflect your expertise and contribution. * Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. * Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan. * Paid holidays and time off to support a healthy work-life balance. * Parental leave to help our employees welcome their new additions. * Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. * Company-paid counseling for assistance with mental health, stress management, and work-life balance. * Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. * Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters. Location: 7677 Henneman Way, McKinney, Texas
    $62k-109k yearly est. 60d+ ago
  • Preschool Aid / CDA Specialist

    CIFC Asset Mgmt 4.7company rating

    Norwalk, CT jobs

    CIFC's Norwalk Early Learning Programs are looking to fill the position of Child Development Associate (CDA) Specialist. Summary: The position is responsible for assisting 1-2 classrooms in planning and implementing classroom routines, curriculum, meals, and related activities for pre-school and/or infant toddler children (ages 6 months-5 years). This position serves as the aid in a classroom of 14 to 20 Head Start /Preschool children and/or 7-8 Infant/Toddler children. This position is chiefly responsible to assist in the core functions of the Head Start program and performs other tasks as needed. CDA Specialists work under the direction of 1-2 assigned Lead Teacher(s) and is supervised by the Education Services Professional. Unit: Early Learning Immediate Supervisor: Education Services Professional Classification: Standard / Full Time (1.0 FTE) or Part-Time (Hourly) Status: Non-Exempt Directly Supervises: None Requirements 18+ years old, required. Entry level position; previous babysitting or childcare experience is preferred. Basic computer experience is required (i.e. email, word processing, internet navigation). Bilingual candidates strongly encouraged to apply. Minimum High School Diploma or GED equivalent is required (completed or currently enrolled). Child Development Associate (CDA) Certificate or a commitment to obtain a CDA within 1 year of employment is required (paid by the employer) is required. Early Childhood Education Credits are preferred Health Requirements: Recent documentation free of communicable diseases (i.e. TB and COVID); and Recent fit for duty examination. Ability to lift 40 lbs. Competitive compensation, plus comprehensive fringe benefits package including paid holidays, paid time off, health, dental, vision coverage and retirement program. Closing Date: Open Until Filled CIFC is an Equal Opportunity Employer/Provider. Salary Description $15.69
    $28k-33k yearly est. 60d+ ago
  • Professional House Cleaner

    West Hartford 4.5company rating

    Avon, CT jobs

    The Cleaning Authority is hiring for FULL TIME positions. WE OFFER THE HIGHEST PAY FOR CLEANING IN THE AREA! Are you tired of retail and fast food hours? Want your nights and weekends back? Would you like to be home during the holidays? You can have them! We clean Monday-Friday from 8 am - 5 pm and we are closed on the major holidays! No experience? No problem. We have a computer based learning system as well as a 2-week training program which includes hands on training with one of our experienced and professional trainers. We offer paid holidays and paid vacations too! And 401k to help you save towards retirement and save taxes!!! Requirements: Must be 18 years of age or older Be able to pass a background check Have a great attitude, be a team player, and take pride in your work! A willingness to learn -- everybody can clean, but not everyone cleans like we do! Be able to be on your feet all day with light lifting (less than 15 pounds) -- we won't lie, it's a physically demanding job! Have a car, registration and a valid driving license. EOE Compensation: $25,000 - $35,000 per year Are you looking for a career that is both rewarding and fulfilling? Look no further than the housecleaning industry! At The Cleaning Authority, we offer professional housecleaning services backed by more than 25 years of excellence. When you join the team, you'll be trained on our Detail-Clean Rotation System, which has proven effective in more than 20 million cleans across North America. The Cleaning Authority is renowned for providing quality cleans at affordable prices. Founded in Maryland in 1977, The Cleaning Authority was one of the first whole house cleaning services in the region. Our goal is to make our customers' lives better, and we know that starts with our Professional Housecleaners. It's the employees that make The Cleaning Authority great! Each location is committed to hiring only the best and empowering them to become leaders who bring out the best in the people around them. Become a part of a legacy of success and integrity. The Cleaning Authority is looking to hire enthusiastic Professional Housecleaners for full-time and part-time positions. If you enjoy cleaning, giving back to others, and gaining contentment from a job well done, we're waiting for you! This location is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. The franchisee will be your only employer. All inquiries about employment at this franchisee should be made directly to the franchise location.
    $25k-35k yearly Auto-Apply 60d+ ago
  • Sr. Life Insurance Underwriter (Remote)

    Globe Life Inc. 4.6company rating

    McKinney, TX jobs

    Primary Duties & Responsibilities At Globe Life, we continually seek talented Senior Life Insurance Underwriters who can play a pivotal role in the company's expansion. Our thriving and dynamic community offers ample room for professional development, increased earning potential, and a secure work environment. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Sr. Life Insurance Underwriter? Globe Life is actively networking with experienced Sr. Life Insurance Underwriters who are open to new opportunities! In this role, you will be responsible for evaluating life insurance applications, making critical decisions on risk selection, and determining whether to issue standard rates or decline applications. Guided by underwriting standards and written guidelines, you'll implement underwriting policies and procedures to efficiently process new business while also collaborating with other departments. This is a remote / work-from-home position. What You Will Do: * Screen life insurance applications, including trial applications, to select risks and determine standard, rate, or reject disposition. * Implement underwriting policies and procedures for new business processing and other department processes. * Utilize Swiss Re Underwriting manual and internal company notes to implement medical guidelines. * Report and interpret MIB codes, as well as evaluate results of oral saliva tests and agent verification calls. * Review and assess motor vehicle records (MVRs), prescription histories (Rx), medical records (APSs), and paramedical exams/lab results. * Respond to customer inquiries regarding dispositions and evaluate health information received with add-ons, modifications, and reinstatements. * Act as the underwriting contact for top-level Agents for information and escalated issues, handling sensitive cases and positive drug screens. * Manage aging cases and referrals from other underwriters and screeners. * Assist in training underwriters and screeners and support other necessary underwriting areas as directed by department management. What You Can Bring: * Some college coursework; Bachelor's degree preferred; will consider 5+ years of life insurance experience in place of a degree. * Required certifications: LOMA 280/281, LOMA 290/291; pursuit of FLMI preferred; consideration given to other industry courses. * Mandatory certification in LOMA Underwriting (UND) and knowledge of medical terminology. * Minimum of 3 years' experience in an Underwriter role or above. * Daily application of critical thinking and complex problem-solving skills. * Strong verbal and written communication skills. * Proficiency in PC skills, including Excel, MS Word, and MS Outlook; familiarity with MS Access is a plus. Applicable To All Employees of Globe Life Family of Companies: * Reliable and predictable attendance of your assigned shift. * Ability to work full-time and/or part-time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: * Competitive compensation designed to reflect your expertise and contribution. * Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. * Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan. * Paid holidays and time off to support a healthy work-life balance. * Parental leave to help our employees welcome their new additions. * Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. * Company-paid counseling for assistance with mental health, stress management, and work-life balance. * Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. * Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters. Location: 7677 Henneman Way, McKinney, Texas
    $32k-53k yearly est. 36d ago
  • Senior Regional Sales Director - Remote

    Globe Life Inc. 4.6company rating

    McKinney, TX jobs

    Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. Our thriving and dynamic community offers ample room for professional development, increased earning potential, and a secure work environment. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Senior Regional Sales Director? Globe Life is looking for a Senior Regional Sales Director to join the team! In this role, you will be responsible for working with 4-6 agencies to direct and impact company systems, including training systems, recruiting and onboarding processes, and leadership development and advancement. This is a remote / work-from-home position. What You Will Do: * Work directly with each Agency Owner to set and implement goals and objectives. * Mentor middle management to achieve career goals and advancement, including candidates for new Agency Owners. * Assist Agency Owner with coaching inspection and correction on deviations from systems or objectives. * Overall Growth of the agencies assigned by implementing & inspecting company systems. * Other duties as assigned. What You Can Bring: * 10+ years of insurance industry experience. * College degree preferred. * Strong verbal and written communication skills. * Accountability and conflict resolution skills. * Computer savvy. Applicable To All Employees of Globe Life Family of Companies: * Reliable and predictable attendance of your assigned shift. * Ability to work full-time and/or part-time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: * Competitive compensation designed to reflect your expertise and contribution. * Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. * Robust life insurance benefits and retirement plans, including company-matched 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: 7677 Henneman Way, McKinney, Texas
    $101k-124k yearly est. 60d+ ago
  • Insurance Verification Specialist (Remote)

    Globe Life Inc. 4.6company rating

    McKinney, TX jobs

    Primary Duties & Responsibilities At Globe Life we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better. Role Overview: Could you be our next Insurance Verification Specialist? Globe Life is looking for an Insurance Verification Specialist to join the team! In this role, you will verify life and health insurance applications directly with potential customers. This is a vital part of our Company's New Business and Underwriting process. The information you verify and gather directly affects whether the Company will decline or issue a policy. This is a remote / work-from-home position. We have full-time & part-time positions available. What You Will Do: * Make outbound calls to potential customers to verify and document required information to finalize applications for underwriting assessment. * Use the Quality Assurance database and conduct appropriate assessments on what additional customer information or verification is needed. * Clearly explain the application process to potential customers. * Accurately complete additional paperwork as needed. * Maintain appropriate levels of communication with management regarding actions taken within the Quality Assurance database. * Transfer calls to the appropriate department as needed. * Successfully meet the minimum expectation for departmental key performance indicators (K.P.I's). What You Can Bring: * Minimum typing requirement of 35 wpm. * Excellent oral and written communication. * Superior customer service skills required - friendly, efficient, good listener. * Proficient use of the computer, keyboard functions, and Microsoft Office. * Ability to multitask and work under pressure. * Knowledge of medical terminology and spelling is a plus. * Excellent organization and time management skills. * Must be detail-oriented. * Have a desire to learn and grow within the Company. Applicable To All Employees of Globe Life Family of Companies: * Reliable and predictable attendance of your assigned shift. * Ability to work full-time and/or part-time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've created a benefits package for full-time, eligible employees that helps to ensure that you don't just work, but thrive at Globe Life: * Competitive compensation is designed to reflect your expertise and contribution. * Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. * Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan. * Paid holidays and time off to support a healthy work-life balance. * Parental leave to help our employees welcome their new additions. * Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. * Company-paid counseling for assistance with mental health, stress management, and work-life balance. * Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. * Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters. Location: McKinney, Texas
    $28k-31k yearly est. 25d ago
  • Workforce Management Program Consultant

    PNC Financial Services Group, Inc. 4.4company rating

    Pennsylvania jobs

    At PNC, our people are the greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a(n) Workforce Management Program Consultant within PNC's Retail Banking Operations organization, you will be based in Pittsburgh, PA, or Cleveland, OH. Other locations may be considered within PNC's footprint. This position is primarily based in a PNC location. Responsibilities may require time in the office ranging from periodically to regularly. Some responsibilities may be performed remotely, at manager's discretion. We are seeking a results-driven, data-passionate individual to join our Retail Bank Operations Workforce Management team. This strategic role will shape the future of the workforce management program throughout the business, leveraging analytical expertise to deliver valuable insights, champion operational excellence, and implement innovative solutions that optimize workforce capacity. Key Responsibilities: * Collaborate closely with line of business production leaders to drive and infuse workforce management tools and insights within daily management routines. * Serve as a trusted advisor to line of business managers by providing expert guidance on workforce management decisions, technologies, and strategies. * Through formal end-to-end engagements, facilitate the onboarding of expanded workforce management technology features, and operationalize these tools as business wide standards. * Maintain continuity and accuracy of the workforce management program as the Retail Bank Operations organization evolves in personnel, structure, or scope of responsibility. * Interface with technology vendor partners to drive problem resolution and/or enhanced functionality. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Consults with line of business to evaluate and oversee an organization's operations or technology processes. Develops solutions to optimize process efficiency, reduce processing time, and mitigate risks. * Conducts thorough business diagnostics to identify, quantify and prioritize value creation projects. Develops and presents business case to approval committees. Responsible for overseeing implementation deliverables, cost-estimates, cost-benefit analysis, and providing rationale to how process improvement opportunities will assist in accomplishing business objectives more efficiently. * Uses broad knowledge to facilitate the redesign of organizational processes. Creates solutions that optimize process quality, efficiency, and cost. * May lead efforts to improve the quality and/or minimize process cost. Utilizes data analysis and process modeling to craft appropriate solutions that meet business requirements. Prepares and may present recommendations to governance committees for approval. Assess risks associated with current and proposed processes against business objectives and ensures alignments with the bank's and unit's risk appetite and risk management framework. * Consults with all levels of the organization to ensure that introduction of new processes is smooth and effective, and sustains or improves quality of output. Mentors individuals and teams to build capabilities. Leverages strong relationships with the Line of Business to ensure continuous improvement after initial implementation. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Change Management, Corporate Governance, Data Analytics, Process Efficiencies, Process Improvements, Risk Assessments Competencies Analytical Thinking, Consulting, Effective Communications, Flexibility and Adaptability, Influencing, Organizational Change Mgt, Organizational Savvy and Politics, Problem Solving, Project Management Work Experience Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay Transparency Base Salary: $68,000.00 - $119,600.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 11/19/2025, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $68k-119.6k yearly 23d ago
  • Part-time Online Data Entry Job No Experience Required (Remote)- United States

    Amb 3.8company rating

    Houston, TX jobs

    Entry-level job - Remote Work From Home. Full or part-time placements readily available from home. With or without experience we encourage all applicants to apply. We are seeking candidates curious about collaborating with companies that are working with workers for remote at home positions. Both full-time and also part-time opportunities are readily available in a variety of career fields including yet not limited to data entry, marketing, customer service and assistance, clerical, as well as administrative. Prospects with experience in within sales, outside sales, and also retail sales are additionally encouraged to apply on our web site. If you can work on your own from home as well as are self-motivated you would be a fantastic fit. Perfect candidates ought to appreciate such work as email customer support, data entry, social networks posting and also reviewing products. Data entry clerks come from all various backgrounds including customer service, sales assistance, clerical, secretary, administrative assistant, receptionist, call center, part-time, retail areas & more We are wanting to speak with you. Please apply on our site today! Requirements: Computer with internet access Peaceful working area far from interruptions Willingness to take instructions Required Skills: Data Entry
    $70k-120k yearly est. 60d+ ago
  • Commercial Associate Treasury Management Officer

    PNC Financial Services Group, Inc. 4.4company rating

    Cleveland, OH jobs

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Associate Treasury Management Officer within PNC's Treasury Management Commercial Sales organization, you will be based in Cleveland OH. This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Performs or assists in banking activities, including relationship management and/or product suite activities. Works under supervision and may have limited approval and/or exception authority. * Identifies and appropriately mitigates different types of risk, such as regulatory, reputational, and operational. Manages risk and may help ensure quality for new and/or existing clients. May assist in the preparation of offerings and/or scorecards. * Analyzes information and applies critical thinking skills to design and/or execute client solutions. This may include taking a transaction from request to booking and/or moving a selling conversation from proposal to closed business, inclusive of driving fee income through internal and/or external relationship management. Identifies and/or considers key factors in the decision-making process, such as internal policies/procedures, external regulatory requirements and clients' needs. * Interacts with internal/external clients to gather or clarify information and/or expand existing client relationships to develop skills needed to independently generate revenue and deepen share of wallet. Articulates recommendations to customers in response to client servicing and product-related inquiries. As defined with the business, demonstrates ability to analyze, evaluate and mitigate risk by utilizing fundamental knowledge of internal policies. * Participates in social learning, for example, identifies and networks with business representatives and peers and participates in mentoring, job shadowing and community outreach, to ensure appropriate foundations in credit, product and sales. May participate in formal learning recommended by the business to develop the skills needed to analyze, evaluate and inform on treasury product knowledge, industry benchmarking, and solution positioning. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Book Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities Competencies Accuracy and Attention to Detail, Business Acumen, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities Work Experience Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay Transparency Base Salary: $45,000.00 - $109,500.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 11/07/2025, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $45k-109.5k yearly 35d ago
  • Disaster Recovery Specialist

    VOYA Financial Inc. 4.8company rating

    Hartford, CT jobs

    Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now Position Summary We are seeking a detail-oriented and technically proficient Disaster Recovery Specialist to lead and support all aspects of disaster recovery planning, testing, automation, and reporting. This role will ensure organizational resilience and compliance with recovery objectives while driving innovation and reducing manual dependencies in DR and cyber incident response. Key Responsibilities * Lead all enterprise DR tests, including Level I (CMDB Review), Level II (Walkthrough), and Level III (Functional Testing), ensuring full coordination across infrastructure, application, and business teams. * Organize and facilitate cross-functional participation in DR exercises, including internal teams and third-party vendors. * Develop and maintain DR calendars, test schedules, and compliance documentation. * Drive automation of DR workflows to reduce reliance on human capital and improve response time and accuracy. * Support ransomware recovery planning and tabletop exercises, including development of isolated recovery environments (IREs) and playbooks. * Maintain DR documentation including business function mappings, recovery time objectives (RTO), and tier classifications. * Contribute to the development and refinement of DR metrics dashboards, including recoverability scores, tiering compliance, and plan currency. * Assist in the creation and submission of monthly and quarterly ORM metrics, including Tier 1 and Tier 2 recoverability and plan approval rates. * Participate in working sessions and support automation and monitoring of DR workflows. * Provide support for DR-related communications, including participant instructions and compliance letters. Required Qualifications * 3+ years of experience in disaster recovery, business continuity, or IT operations. * Proven experience leading DR testing and coordinating multi-team participation. * Experience with DR testing methodologies and compliance frameworks. * Experience with cloud-based DR solutions and Azure Site Recovery (ASR). * Exposure to cybersecurity and ransomware recovery planning. * Experience with DR automation tools such as Continuity Patrol or similar platforms. * Strong analytical skills and attention to detail in metrics reporting and documentation. * Excellent communication and collaboration skills across technical and business teams. * Ability to work independently and manage multiple priorities in a fast-paced environment. * High standards of integrity and transparency in all aspects of execution and reporting. Preferred Qualifications * Knowledge of ITIL or similar service management frameworks. * Experience with ORM reporting and enterprise risk metrics. #LI-LH1 Compensation Pay Disclosure: Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. $130,000 - $145,000 Be Well. Stay Well. Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well. What We Offer * Health, dental, vision and life insurance plans * 401(k) Savings plan - with generous company matching contributions (up to 6%) * Voya Retirement Plan - employer paid cash balance retirement plan (4%) * Tuition reimbursement up to $5,250/year * Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day. * Paid volunteer time - 40 hours per calendar year Learn more about Voya benefits (download PDF) Critical Skills At Voya, we have identified the following critical skills which are key to success in our culture: * Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations. * Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution. * Team Mentality: Partnering effectively to drive our culture and execute on our common goals. * Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions. * Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage. Learn more about Critical Skills Equal Employment Opportunity Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law. Reasonable Accommodations Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities. Misuse of Voya's name in fraud schemes
    $130k-145k yearly Auto-Apply 38d ago
  • Financial Services Specialist (Remote)

    Global Financial Impact 3.9company rating

    Georgia jobs

    About Us We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally. Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role. Role Description Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work Conduct Financial Needs Analysis to uncover financial goals of the client Formulate tailored financial plans for them Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf Conduct semi annual and annual reviews Experience All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more. Helpful traits and skills include: Entrepreneurial Mindset Leadership Self-Motivation Organization & Initiative High Ambition & Positive Energy Work Schedule & Benefits Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment. Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities. Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience. Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families. Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels. Compensation Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000 Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month) Non-Negotiable Qualifications Willingness to get licensed in 7-10 days via a state-approved course Ability to pass a background check Legally authorized to work in the United States No Felonies Find us on: Instagram | LinkedIn | TikTok | GFI Website
    $31k-50k yearly est. 60d+ ago
  • Financial Service Trainee - Albuquerque, NM - Customer Service

    Lending Solutions Incorporated 4.4company rating

    Albuquerque, NM jobs

    Customer Service - Financial Service Representative - Full-Tme Schedules - Evenings and Saturday or Sunday Required! Compensation: $17.00 an hour, plus (evening, weekend, holiday) Shift Differentials of +$2-$5 an hour! Bilingual (Spanish) Shift Differential of +$1.00/an hour for those that qualify. Hours: Our contact center is open 24 hours a day 7 days a week - more hours to serve our client's needs creates a variety of schedule options for our staff based on our business needs. DESCRIPTION In this exciting, fast-paced position, you will be responsible for providing remarkable customer service on behalf of Credit Unions/Banks nationwide by handling primarily inbound calls, as well as occasionally returning messages left by members/customers requesting a call back. Summary: Service banking transactions on behalf of a credit union or bank by accessing sensitive information and completing the transaction in the various computer platforms. You will be responsible for protecting the account by ID verifying every caller (fraud prevention) along with answering and resolving a lengthy list of banking inquiries (not all inclusive): view and reconcile account and loan related inquiries, online banking issues, transfer funds, reorder checks, use third party platforms to resolve various issues (unblock debit cards, submit loan payments), view and explain why funds are on hold, and provide loan and deposit rates. A Financial Service Representative answers back-to-back calls and typically handles 10-12 calls per hour. You will also provide Product and Service Education to members/customers, as it relates to our Clients and have the opportunity to learn additional skills by cross-training within or outside of your department based on performance and/or business need. Competencies: * Language Skills: Ability to read, write, and comprehend complex instructions while clearly and professionally communicating in an accurate and timely manner. * Mathematical Skills: Ability to accurately add, subtract, divide, and multiply to provide callers with accurate account data. * Computer Skills: Type approximately 40 net words per minute and have the ability to troubleshoot basic computer issues. * Physical Demands/Work Environment: While multi-tasking (reading, typing, and listening) the employee is regularly required to sit for an extended time, use a keyboard, and talk to callers via a hands-free headset. The noise level in the contact center is usually moderate, but at times there could be 100 employees on interactions. If working remotely, the noise level is minimal. Essential Job Functions/Qualifications * Experience with general banking knowledge/terminology and banking platforms (mobile, online banking) preferred * Proficient typing, listening, computer, and reading skills * Exceptional attendance record - ability to work scheduled days/evenings, Saturday or Sunday and some Holidays * Quickly and efficiently navigate through several computer programs simultaneously while accurately documenting interaction details * Excellent problem-solving skills with the ability to multi-task * Ability to communicate clearly and professionally while effectively handling and diffusing challenging situations based on reason for call and temperament of the caller * Ability to manage and control emotions and stress while maintaining excellent customer service on all interactions * Professional and upbeat attitude that thrives in a fast-paced environment * Desire and ability to provide excellent customer service on every interaction * Ability to meet the following metrics (not all inclusive): Monthly average talk time 7 minutes or less, Monthly average less than 12 minutes on chats, 98.5% or higher in-production status's, Monthly average wrap up time 40 seconds or less, and Monthly average Quality Review score 85% or higher Work From Home: Work-from-home eligibility is not guaranteed and will be based on performance and schedule adherence. Candidates must be prepared to work onsite as required. EDUCATION High school/GED or better (minimum) OUR BENEFITS INCLUDE: * Paid Training * Shift Differentials ($2-$5 an hour) for hours worked in the evenings, weekends and observed holidays * Spanish Bilingual Differential + Incentives for Eligible Bilingual Interactions * Work-From-Home opportunity upon meeting all performance and attendance requirements, policies, and RWA eligibility requirements * Relaxed dress environment * Generous Paid Time Off - rest and relaxation! * Year-round employee appreciation events and online recognition award program - you are awesome! * Free Coffee at all LSI facility locations * Medical, Dental and Vision Insurance for Full and Part-time employees (+30 hrs/wk) * Life and Disability Insurance * Pet Insurance * Paid Volunteer Time Off - give back to your community! * Educational Assistance and Employee-Assistance-Program * 401k/Profit Sharing w/Safe Harbor Match * Growth opportunities - 90% of leadership positions are filled from within! Apply ONLINE at ****** LSIcareers.com! Applicants, as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants, as well as employees are encouraged to contact the Human Resources Department to initiate the interactive process if a reasonable accommodation is needed to perform the essential job functions of the position. Accommodation Requests will be reviewed and approved or declined on a case-by-case basis.
    $17 hourly 44d ago
  • Membership Coordinator

    Boys & Girls Clubs of Delaware 3.2company rating

    Milford, CT jobs

    About Us For over 90 years, Boys & Girls Clubs of Delaware has impacted thousands of lives across Delaware. We are the largest licensed provider of childcare in Delaware and the only statewide Boys & Girls Club in the nation. Each and everyday girls and boys are left to find their own recreation and companionship. An increasing number of kids are at home with no adult care or supervision. Young people need to know they have a place in their community where they can go. Clubs provide a safe haven for youth, allow them to meet with friends and be a part of positive peer groups. Club programs teach life skills, conflict resolution and focus on the development of character. Clubs also provide members with positive role models and a nurturing environment that help improve decision-making skills. Job Summary The Membership Coordinator is responsible for controlling the membership registration, record-keeping, and communication and control of the “front desk” area at his/her assigned Club. Essential Functions: Interpret and articulate the philosophy, objectives, standards, and program of the Boys & Girls Club, through all mediums available, to members and their parents and to the general public. Perform all job responsibilities in compliance with current state licensing requirements for school-age centers; address non-compliance issues as needed or directed. Recommend the requisition of supplies. Receive and register new members including receipts of dues and fees. Issue membership cards to members and guest cards to visitors. Control access to program areas; ensure visitors sign in. Talk with members to discover interests and promotion of participation in Club activities. At all times set a positive, welcoming tone for Club members, staff, and visitors. Maintain accurate membership and attendance records, as well as complete and accurate payment records. Make periodic written and verbal reports on membership, attendance, and registration to Program Director. Answer telephone and direct calls to staff members as appropriate. Accurately record and relay messages to staff members. Prepare letters, forms, and reports as needed or directed. Assist with any activities as directed by the Program Director. Strictly adhere to all financial management policies and procedures of the organization (e.g., purchasing, handling money). Record minutes of board and staff meetings as needed or directed. At all times, present yourself as a positive role model for youth. Assume other tasks, assignments and responsibilities as needed or directed. Keep payments in arrears to a minimum at club/site, no unauthorized discounting or waiving of fees. Maintain cleanliness, safety, sanitation practices. Consistently maintain inviting, attractive atmosphere at all clubs/sites; this includes grounds, BGCDE equipment and vehicles Assist with tours of facility and have awareness of rental calendar. Ability to be a keyholder for facility, e.i opening/closing building. QUALIFICATIONS: High School diploma or equivalency. Demonstrated PC application proficiency (Word, Excel, Outlook) Six (6) months experience managing and tracking various kinds of data. First Aid/CPR certification preferred. Must be able to pass an FBI clearance, State of Delaware Criminal History Background Check, National and State Sexual Abuse Registry check, and National and State Child Abuse Registry Check per DelaCare regulations. Competencies/Skills/Experience Strong customer service and organizational skills Demonstrated ability to interact with a range of people in an open friendly, customer-oriented manner; able to work independently and relates well with school aged children. Office Equipment Operation and Management: e.g., computer, printer, scanner, copier, fax, telephone Demonstrated ability with organizing and answering phone with proper phone etiquette. Physical and Mental Requirements Maintain a high energy level. Be comfortable working with children and adults in a fast-paced professional setting. Frequently lifts, carries or otherwise moves and positions objects weighing up to 25 pounds when preparing rooms for activities. Ability to perform duties effectively under stressful conditions; ability to make decisions quickly and accurately with tact and impartiality. Ability to understand and follow verbal and written instructions and communicate effectively both verbally and in writing. Frequently lifts, carries or otherwise moves and positions objects weighing up to 25 pounds when preparing room for instruction. Work Hours: Monday - Friday, 2:00pm- 6:00pm PT Employee Benefits Incentives: Medical Benefits- Part-time employees who meet the following criteria are eligible for benefits per Affordable Care Act (ACA) Guidelines: 1 (one) year of service averaging 30 hours per week. Vision & Dental 1 (one) year of service averaging 25 hours per week. Paid Time Off Tickets at Work - Entertainment Events Ticket Discounts! Employee Assistance Program Note: The information presented indicates the general nature and level of work expected of employees in this classification. It is not designed to contain, nor is it to be interpreted as a comprehensive inventory of all duties, responsibilities, qualifications and objectives required of employees assigned to this job. Boys & Girls Clubs of Delaware is an Equal Opportunity Employer. Boys & Girls Clubs of Delaware does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.
    $33k-44k yearly est. 29d ago
  • Account Manager - Specialty Auto Wholesale

    The Hartford 4.5company rating

    Hartford, CT jobs

    Account Manager - OA09HN We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. This role will have a Hybrid work schedule, with the expectation of working in an office (Chicago, IL, Overland Park, KS, Greenwood Village, CO, Hartford, CT, Danbury, CT, Alpharetta, GA) 3 days a week (Tuesday through Thursday). The Account Manager, as part of Global Specialty Operations, will serve as a critical partner to the Specialty Auto underwriting teams. The individual focuses on service experience & book of business management, while also acting as a key contact for Underwriters and brokers. This is an individual contributor role without supervisory responsibilities. Strong communications skills are crucial. This position works in a team environment which can span multiple offices; however, the individual is expected to be able to exercise decision making skills and problem solving while working independently and prioritizing a high volume workload. Complexity of work varies from standard, routine tasks to more complex problem solving and analytical assignments. Some project work may be assigned as needed. RESPONSIBILITIES + New and Renewal Analysis/loss analysis and prepping entire account for quotes + Prepare and issue Binders, Policies, Endorsements and follow up for missing subjectivities + Some Rating analysis is required for renewal prep work and underwriting thought process + Review and analyze Endorsement requests, escalate issues as required, process endorsements + Complete Underlying policy analysis on each Excess policy and send for UW review. (Terms and Conditions, exposures, general information, aggregates etc.) + Serve as a point of contact for brokers and provide optimal customer service experience on behalf of the company + Careful adherence to compliance standards and excellent maintenance of account files, underwriting documentation + Participation in projects, as requested/needed Main systems used: Outlook/Ascend/ Image Right/ Policy Decisions/ web based vendors. (Genius knowledge a plus but not required) Broker Management & Client Relations + Serve as a critical partner to the underwriting teams within the Global Specialty Wholesale Commercial organization. The individual focuses on service experience & book of business management with primary metrics of retention, profitability & growth, and acts as a key contact for underwriters and brokers within assigned territory. The individual maintains and utilizes a strong level of P & C commercial lines industry and market knowledge to contribute to the overall success and profitability of the Commercial organization + Routine, structured, and high complexity assignment work.Accountable for the overall and entire service experience, facilitating functional experts and delivering a differentiated experience. + Builds and maintains relationships with key wholesale broker contacts and decision makers through regular interactions, renewal retention, quoting and delivery of excellent broker/producer service. Effective at rebuilding "damaged" customer relationships. + Accompanies underwriters and sales staff on marketing visits in order to establish working relationship (target: 3 per year). + Prepares submissions for rating and acts as the gatekeeper between the Broker, Underwriter and the Operations Service Center Underwriting Support + Performs initial prequalification on all renewal account submissions, (new business submissions) and generates a summary of all findings and makes a recommendation to pursue or decline + monthly pre-qualification meetings with Underwriter, provides recommendations on renewal/new business accounts. + Works independently to proactively maintain timeliness and information in underwriting file(s). + Can negotiate skillfully in tough situations with both internal and external groups. Can win concessions without damaging relationships; focus is on win/win proposition for brokers and company when reviewing new or renewal accounts. + Support sales efforts through an understanding of Wholesale Market Strategies strategies and industry programs, as well as makeup of assigned book of business and broker territory; clear understanding of sales and business goals, top partner performance, and book mix. + Uses strong information gathering and diagnostic skills to solve problems. Workflow distribution + Coordinate activities for all supporting tasks (Rating, Broker/Producer information, Risk Engineering, etc.) on new business submissions and renewal accounts. + Prioritizes territory workload based upon varying service requirements and customer needs of different activities/transactions. + Monitors work performance to ensure quality objectives and service commitments are achieved. + Facilitates routing of tasks and work between broker, underwriters, service team, and home office team. Project / Backup support + Backs up other Account Managers as needed. Routes information to and from underwriting teams in the absence of local underwriter. + May support various projects as determined by Operations and/or underwriting staff. QUALIFICATIONS + Prior Commercial Market Insurance industry experience as an Account Manager, Rater (or similar) at either an insurance carrier/agency required + Functional knowledge of Commercial Lines rating experience + Knowledge of the following insurance coverages: Commercial Property, Commercial Excess Liability, Workers Compensation, Auto, General Liability + Excess & Surplus experience a plus + College Degree preferred + Strong Customer Service orientation and Relationship Building skills + Effective Communication Skills / Written and Verbal + Strong technical ability + Ability to work in a fast-paced and high-volume work environment + Professional Demeanor + Proficiency in Microsoft Word, Excel, and Power Point Software. Knowledge of ImageRight, other insurance platforms also desired + Ability to support central time zone business hours For full-time, occasional, part-time or remote positions: (1) high speed broadband internet service is required, we do not recommend or support DSL, wireless, Wifi, Hotspots, Fiber without a modem and Satellite; (2) Internet provider supplied modem/router/gateway is hardwired to the Hartford issued computer with an ethernet cable; and (3) minimum upload/download speeds of 75MB download/10MB upload will be required. To confirm whether your Internet system has sufficient speeds, please visit ************************ from your personal computer. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $59,200 - $88,800 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (********************************************* Every day, a day to do right. Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do. Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable? That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined. And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day. About Us (************************************* Our Culture What It's Like to Work Here (************************************************** Perks & Benefits Legal Notice (***************************************** Accessibility Statement Producer Compensation (************************************************** EEO Privacy Policy (************************************************** California Privacy Policy Your California Privacy Choices (****************************************************** International Privacy Policy Canadian Privacy Policy (**************************************************** Unincorporated Areas of LA County, CA (Applicant Information) MA Applicant Notice (******************************************** Hartford India Prospective Personnel Privacy Notice
    $59.2k-88.8k yearly 3d ago
  • Loan Asst*

    American Pacific Mortgage 4.8company rating

    Roseville, CA jobs

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

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