Call Center Rep Work From Home
Remote or Massachusetts job
Benefits Representative 100% Virtual
65,000-80,000
40 Hours per Week
Actively hiring
Crafting Brighter Futures for Families
At the forefront of specialized financial services, we help families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client.
Role Overview:
As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of Globe Life, embodying our values and commitment.
Primary Responsibilities:
Engage with clients to understand their financial goals and concerns.
Present tailored solutions to safeguard their assets effectively.
Maintain a pulse on the industry, ensuring you offer the best and most updated advice.
Foster relationships and ensure our clients always have someone they can turn to.
Why Us?
Remote Work: Enjoy the flexibility of a full-time remote role.
Unlimited Earning Potential: Your dedication determines your earnings.
Company Culture: We're relaxed, high-energy, and treat every member like family.
Grow with Us: Dive into continuous learning and development opportunities.
Application Process:
1. Submit Your Application: A hiring manager will review your application & resume and get back to you within 24 hours.
2. Schedule Company Overview: Select applicants will be contacted to schedule a position overview, detailing everything you need to know about the job details and your responsibilities. This 20-30 minute session is typically* done virtually for your convenience.
3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. Following the overview you'll be prompted to complete a brief assessment to gauge your understanding and compatibility with the position.
Remote Life Insurance Agent
Remote or Massachusetts job
Benefits Representative 100% Virtual
65,000-80,000
40 Hours per Week
Actively hiring
Crafting Brighter Futures for Families
At the forefront of specialized financial services, we help families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client.
Role Overview:
As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of Globe Life, embodying our values and commitment.
Primary Responsibilities:
Engage with clients to understand their financial goals and concerns.
Present tailored solutions to safeguard their assets effectively.
Maintain a pulse on the industry, ensuring you offer the best and most updated advice.
Foster relationships and ensure our clients always have someone they can turn to.
Why Us?
Remote Work: Enjoy the flexibility of a full-time remote role.
Unlimited Earning Potential: Your dedication determines your earnings.
Company Culture: We're relaxed, high-energy, and treat every member like family.
Grow with Us: Dive into continuous learning and development opportunities.
Application Process:
1. Submit Your Application: A hiring manager will review your application & resume and get back to you within 24 hours.
2. Schedule Company Overview: Select applicants will be contacted to schedule a position overview, detailing everything you need to know about the job details and your responsibilities. This 20-30 minute session is typically* done virtually for your convenience.
3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. Following the overview you'll be prompted to complete a brief assessment to gauge your understanding and compatibility with the position.
Summer Associate Internship (Marketing Project Manager)
Vienna, VA job
The Marketing Project Management team is responsible for overseeing the successful completion of an array of projects and initiatives supporting the broader short and long-term brand, marketing, and communication strategies. In addition, the Marketing Project Management team works closely with the various marketing business units and organizational business units throughout the credit union. Specifically, marketing project managers work with product owners, strategy teams, and scrum masters within our Agile Release Train to coordinate and traffic work to external vendors, agency partners, and internal business partners. They also lead the delivery of key initiatives by removing impediments, facilitating team meetings, and attending scrum ceremonies while fostering an environment for high performance while being a liaison to external and internal partners.
We are looking for a motivated Summer Associate interested in gaining practical experience in Marketing Operations, Project Management, and Print Production. This position offers a unique opportunity to gain valuable knowledge and direct experience in marketing within the financial services industry, including exposure to print production workflows. It also provides insights into Navy Federal's business processes, technology, resources, and protocols. The successful candidate will work within a collaborative team environment, interacting with various teams in the Marketing department and other business units. The internship program aims to develop technical skills, effective communication, business acumen, analytical abilities, and innovative problem-solving capabilities. The Summer Associate will work with our team to contribute to the end-to-end production of print marketing materials by supporting vendor coordination, quality control, and internal collaboration to ensure timely, cost-effective, and brand-aligned deliverables.
The Summer Associate Program is a 12-week internship program beginning in May 2026 and ending in August 2026. Students will work on impactful projects and meaningful work during their internship. To qualify for this position, applicants must be currently pursuing a degree from an accredited college or university and have an anticipated graduation date of December 2026 or later.
Responsibilities
Manage multiple small projects covering numerous business units
Assist in the coordination and trafficking of print marketing materials such as brochures, direct mail, signage, and promotional items.
Support vendor management activities including print estimates, timelines, and delivery logistics.
Participate in quality control reviews of printed materials to ensure brand consistency and production accuracy.
Learn about paper types, finishes, and printing techniques used in marketing collateral.
Collaborate with internal teams and external print vendors to ensure timely and cost-effective production.
Gain insights into Navy Federal's business processes, technology, resources, and protocols.
Lead efforts for one initiative or campaign as assigned - example: 2025 Basically Business Newsletter or CHK Schedule of Fees & Charges Brochure.
Maintain/archive project documentation
Identify, communicate, escalate, and resolve project issues and risks to branch/division management
Manage, coordinate, and deliver project deliverables/tactics to meet deadlines
Collaborate closely with a variety of stakeholders, both internal and external, on all aspects of projects, including planning, gathering specifications/requirements, coordinating content, tracking progress of project, approvals, timelines, etc.
Provide guidance to help team members and stakeholders
Foster relationships with staff, peers, and business unit
Perform other duties as assigned
Qualifications
Currently pursuing an undergraduate degree in Communication Sciences, English, Journalism, Marketing and/or Advertising
Effective planning, organizational, and problem-solving skills
Effective interpersonal, verbal, and written communication skills
Demonstrated skill achieving goals and objectives
Demonstrated skill in presenting findings and conclusions clearly and concisely to stakeholders and management
Ability to take direction and absorb information quickly
Proficiency with PCs and related software applications (word processing, spreadsheet, presentation, and applications
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.
Our approach to careers is simple yet powerful: Make our mission your passion.
• Fortune 100 Best Companies to Work For 2025
• Yello and WayUp Top 100 Internship Programs
• Computerworld Best Places to Work in IT
• Newsweek Most Loved Workplaces
• Fortune Best Workplaces for Women ™ 2024
• 2025 PEOPLE Companies That Care
• Newsweek Most Trustworthy Companies in America
• Military Times 2024 Best for Vets Employers
• Best Companies for Latinos to Work for 2025
• Forbes 2025 America's Best Large Employers
• Forbes 2025 America's Best Employers for New Grads
• Forbes 2025 America's Best Employers for Tech Workers
• 2025 RippleMatch Campus Forward Award Winner for Overall Excellence
• Military.com Top Military Spouse Employers 2025
• 2025 Handshake Early Talent Award
From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.
Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.
Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.
Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.
Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Business Resilience Test and Exercise Lead
Remote or Birmingham, AL job
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 a(n) position title within PNC's name of division organization, you will be based in city/state location of position .
Job Profile
Position Overview 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 a Business Resilience Test & Exercise Lead within PNC's Business Resilience organization, you will be based in Pittsburgh, PA, Strongsville, OH, Phoenix, AZ, Birmingham, AL or Dallas, TX. The 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 the manager's discretion.
As a Business Resilience Test & Exercise Lead, you will support testing and exercise activities across the Enterprise to monitor the effectiveness of Enterprise Event Management & Resiliency Plans as part of the Business Resiliency Test & Exercise organization.
As the Business Resilience Test & Exercise Lead, you will work closely across the Business Resilience, Disaster Recovery Services, Enterprise Event Management teams, as well as Line of Business and Support Area stakeholders in the development of a comprehensive and mature test, and exercise program.
Qualifications:
5+ years of experience supporting test and exercise programs in support of Business Resiliency, Continuity of Operations, Emergency Management activities.
Strong knowledge of test and exercise industry best practices and Regulatory guidelines within the Financial Services sector.
Prefer DRI certification or comparable public sector Test & Exercise certifications, such as Homeland Security Exercise and Evaluation Program (HSSEP) or Federal Emergency management Agency (FEMA) Master Exercise Practitioner (MEP) Certification.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
Leads in the development of business continuity and disaster recovery plans; oversees testing, emergency response, and recovery. Informs in the selection of operating strategies for the continuation of the business within a recovery time objective.
Leads business recovery, crisis management, emergency management, contingency planning and disaster-preparedness planning. Looked to for expertise.
Conducts, communicates, and maintains business continuity lifecycle planning and business impact analysis. Identifies and quantifies the potential impact of various disruptions and disaster scenarios.
Interfaces with LOB committee/executive to report on the compliance of business continuity processes, readiness, events and exercise results. May lead relationships with audit and government regulators on business continuity issues.
Responsible for leading high profile initiatives through the development, enhancement and dissemination of continuity processes and standards. Develops and delivers the training on business continuity.
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 Auditing Operations, Competitive Advantages, Crisis Management, Disaster Recovery Planning, Process Design, Regulatory ComplianceCompetencies Contingency and Disaster Recovery, Crisis Management, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Industry Knowledge, Planning: Tactical, Strategic, Requirements AnalysisWork Experience Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.Education BachelorsCertifications No Required Certification(s) Licenses No Required License(s) Pay Transparency Base Salary: $65,000.00 - $157,300.00Salaries 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 09/16/2025, 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 . 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.
Mortgage Operations Specialist
Remote or Waynesburg, PA job
Join The Lending Group CO and Shape the Future of Homeownership!
Are you a dedicated mortgage professional with a background in underwriting, qualifying, processing, or management, ready to make a difference for clients? We're seeking a Mortgage Operations Specialist to join our Southampton, PA team, where you'll leverage your expertise to deliver seamless mortgage experiences. This role focuses on operational excellence, collaboration with borrowers and referral partners, and exceptional communication-with minimal sales responsibilities.
Compensation:
$75,000 - $105,000 yearly
Responsibilities:
What You'll Do:
Streamline Loan Processes: Take ownership of loan files by collecting documentation, running DU/LP/AUS, preparing closing cost worksheets, and ensuring files are ready for underwriting or closing, contributing to a 98%+ on-time closing rate.
Connect with Clients and Partners: Serve as the primary point of contact during the “contact to contract” phase, providing clear, jargon-free updates to build lasting relationships with borrowers and referral partners.
Ensure Accuracy and Compliance: Review loan packages for discrepancies, omissions, and accurate income calculations, collaborating with loan originators to deliver clean, compliant files that meet FHA, VA, CONV, or USDA guidelines.
Enhance Team Efficiency: Use mortgage software (e.g., Encompass, Calyx) to manage documentation and track progress, identifying opportunities to streamline workflows and reduce processing times.
Foster Client Success: Guide borrowers through the mortgage process with empathy and clarity, creating positive experiences that drive satisfaction and referrals without the pressure of sales quotas.
Opportunities Awaiting You:
Make a Meaningful Impact: Help borrowers achieve their homeownership visions by providing exceptional service and clear communication.
Grow Your Career: Access ongoing training, professional development, and clear pathways to advance within a leading mortgage organization.
Collaborate in a Supportive Environment: Work closely with loan officers, underwriters, and referral partners in a team-oriented culture that values your expertise and offers flexible hybrid/remote work options.
Showcase Your Expertise: Leverage your underwriting, qualifying, processing, or management skills to deliver high-quality loan files and improve operational efficiency.
Enjoy Work-Life Balance: Thrive in a role with no high-pressure sales targets, allowing you to focus on operational excellence and client service.
Qualifications:
What We're Looking For:
Work History: 3+ years as a Mortgage Underwriter, Loan Processor, Loan Qualifier, or Mortgage Operations Manager; 5+ years preferred.
Technical Expertise: Strong knowledge of mortgage loan products (FHA, VA, CONV, USDA), loan qualification, processing procedures, and documentation, with proficiency in mortgage software (e.g., Encompass, Calyx) and MS Office.
Core Skills: Exceptional time management, interpersonal communication, and follow-up skills; ability to analyze credit reports, income, and asset documents for loan qualification.
Licensing: Active NMLS # with the ability to include PA, NJ, DE, and FL preferred.
Mindset: A collaborative, detail-oriented professional who excels in operational and analytical roles, prioritizing client service and process management over sales tasks.
Track Record: Examples of managing high-volume loan portfolios, resolving complex qualification or documentation issues, or improving operational efficiency in past roles.
Why Join The Lending Group CO?
Supportive Culture: Join a collaborative team with flexible hybrid/remote work options and no sales pressure, allowing you to focus on what you do best.
Comprehensive Benefits: Competitive salary ($50,000 - $80,000), health insurance, 401(k) with match, generous PTO, and more.
Innovative Environment: Work with cutting-edge mortgage software and a team dedicated to simplifying the homebuying process.
Community Impact: Build lasting relationships with borrowers and referral partners, creating positive experiences that drive business growth.
About Company
About Us: The Lending Group CO is a trusted mortgage provider in Southampton, PA, committed to delivering exceptional service to clients and referral partners. Our innovative technology, collaborative culture, and dedication to compliance make us a leader in the mortgage industry. Join us to shape the future of homeownership.
Ready to Apply? If you're a mortgage professional with a strong background in underwriting, qualifying, processing, or management, ready to seize these opportunities, we want to hear from you! Submit your resume and a brief cover letter highlighting your relevant experience to [Insert Application Link or Email].
The Lending Group CO is an equal opportunity employer committed to diversity and inclusion.
#WHRE2
Compensation details: 75000-105000 Yearly Salary
PIda7f97d98277-26***********8
Easy ApplyClaims Litigation Manager (Third Party Property Subrogation) - Hybrid
Remote or San Antonio, TX job
Why USAA?
Make your application after reading the following skill and qualification requirements for this position.
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Claims Litigation Manager you will be responsible for managing moderately complex litigation arising out of the auto or property contract in compliance with state laws and regulations, to include creating strategy for defense or settlement, evaluating, negotiating, and collaborating with defense counsel to secure appropriate resolution. Accountable for delivering a concierge level of best in class member service through setting appropriate expectations, proactive communications, advice and empathy.
What you'll do:
Manage moderately complex litigation to include serious injury or property damage, questionable damages, questionable liability and questionable coverage issues.
Apply intermediate knowledge of claims litigation processes.
Proactively manage litigation and acts as liaison with members, internal and external counsel.
Clearly document litigation strategy, litigation budget, investigation, evaluation, negotiation, settlement, and trial decisions.
Represent USAA at mediations, case conferences, and/or trials.
Review, audit, and approve legal fees and expenses.
Partner and/or direct law firm vendors to facilitate timely lawsuit resolution.
Hold law firm vendors accountable for following Defense Counsel Litigation Handling Requirements.
Recognize and solves routine and intermediate issues arising out of legal case management.
Follow practices and processes to achieve results to positively impact the quality, timeliness and effectiveness of the team; proactively identifies opportunities to improve processes.
Interact with membership, attorneys and management to advise on moderately complex litigation.
Ensure members receive high levels of service from themselves and law firm vendors.
May act as an informal resource for team members.
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
4 years work experience handling liability and first party claims or progressive experience in litigation.
2 years customer contact experience.
Claims adjusters license in assigned state or ability to obtain license within 3 months.
Demonstrated negotiation and customer service skills.
Excellent communication skills with experience as an effective liaison between partners, members, outside counsel and management.
Knowledge of P&C policies state laws.
Knowledge of regulatory compliance related to claims and claims litigation.
Experience handling large losses auto, property or commercial.
Knowledge of Microsoft Office tools to include Word, Excel, and PowerPoint.
What sets you apart:
3+ years Property claim handling experience.
3+ years Subrogation and arbitration claim handling experience.
1 + years Recovery Litigation and/or Litigation experience to include paralegal experience and managing through trial.
1+ years working with 3rd party Suppliers.
Compensation range: The salary range for this position is: $85,040 - $153,080.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.
VP, Senior Wealth Consultant - Ultra High Net Worth
Vienna, VA job
Regular
Your opportunity
*In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities*
Candidate must reside or be willing to relocate to Bethesda, MD or Tyson's Corner, VA
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide spectrum of investment needs to help clients manage large and complex portfolios. Supporting our clients' wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.
Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs
Retain existing clients, attract new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scores
Partner with wealth specialists to offer solutions including banking, lending and trust
Take an in-depth consultative approach to analyze, assess and find appropriate solutions to meet client needs based on the breadth of Schwab's Wealth Management offer
Develop a customized financial strategy for prospects and existing clients
Demonstrate a thorough understanding around how to assess suitability and recommend appropriate retirement income advice and distribution process for clients living in retirement
Demonstrate proficiency in deepening relationships with clients, from engagement and discovery to gaining commitment and ongoing service.
What you are good at:
Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities
Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives
Demonstrates a bias for action and a commitment to achieving sustainable results
Able to listen to client's needs and make decisions/take actions that help clients achieve their long-term goals
Knows how to follow the proper risk, supervision and controls guidelines to deliver the best outcomes for clients. Exhibits strong culture of compliance, adherence to policy and Schwab's high standards
Demonstrates good judgment in selecting methods and approaches for finding appropriate solutions for clients
Able to adjust style of communication to best connect with others
Demonstrates and encourages collaboration and teamwork cross functionally and within his/her team
Demonstrates personal resilience and a commitment to continually learn
Able to remain positive and focused during times of pressure, adversity, or change
Actively engages and helps others succeed
Understands life event triggers for clients and leverages this ability to consolidate and retain assets; proven ability to probe clients for life event triggers and provide financial advice accordingly
Flexible in changing environmental, economic, and client need scenarios; proven experience demonstrating the ability to lead change within self and others positively
What you have
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Preferred Qualifications
Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP highly preferred
Bachelor's degree highly preferred
Required Qualifications
Active & valid FINRA Series 7 license
Active & valid FINRA Series 66 (63/65) license
Active & valid Life & Health insurance
7+ years financial services industry experience
2+ years Ultra- HNW client experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Investment Consultant- Charlottesville, VA
Charlottesville, VA job
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
Certified Financial Planner (CFP) certification is preferred
Minimum of two years of experience in the financial services industry (required)
Financial business development experience (highly preferred)
Knowledge of brokerage/banking products and services
Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Sr. Manager/Sr. Counsel - Commercial Real Estate - Agency Finance (Hybrid)
Remote or McLean, VA job
* Providing legal support to Agency Finance as a trusted advisor and strategic partner to the transaction teams and other internal partners* Partnering with Agency Finance business partners, Risk and Compliance to evaluate GSE and/or FHA program requirements and develop policies and procedures for compliance, monitoring and reporting* Tracking and managing negotiation of sub-servicing documentation in connection with Freddie Mac securitizations and assist with interpretation of sub-servicing obligations for existing securitizations from an asset management and servicing perspective* Engaging and overseeing outside legal counsel in an effective and efficient manner* Partnering collaboratively with other internal counsel and business teams in the Commercial Bank and across the enterprise* Advising Commercial Bank business partners on communications with external parties, including customers, regulators, partners, industry trade groups and outside law firms* Providing thought and strategic leadership on relevant industry and regulatory developments* Leading projects such as the development of negotiation guidelines and training sessions* Partnering with the Operations team to drive process improvements* Juris Doctor from an accredited law school* Active member in good standing of at least one state bar* At least 4 years of experience as an attorney in a law firm, at a government agency, as a military judge advocate or as in-house counsel* At least 2 years of legal counsel experience focusing on multifamily agency finance transactions* 5+ years of experience in a law firm, in-house legal department, or a combination with a focus on multifamily agency finance transactions (working with Fannie Mae and/or Freddie Mac related transactions)* Working knowledge of commercial real estate lending issues involving title insurance, surveys, zoning, and flood, casualty/liability insurance* Excellent oral and written communication skills* Strong ability to quickly understand the business needs and partner with the business Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
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Remote Equity Trader Position
Remote or El Paso, TX job
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Job 3:
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyMortgage Loan Consultant
Richmond, VA job
Loan Consultants are energetic sales professionals that provide unrivaled savings and service to clients who are buying, selling, or refinancing a home. Loan Consultants are licensed loan originators, but with a positive twist as leaders of CapCenter's innovative home purchase and refinance programs. They are experts on the entire home purchase process and offer clients the full array of CapCenter services, including representation by a CapCenter realtor for buying and selling a home, as well as purchase and refinance loan products. CapCenter's greatest asset is its loyal base of repeat clients who serve as ambassadors to their friends, family, and co-workers. It is the job of Loan Consultants to convert today's prospects into tomorrow's loyal clients to generate repeat business and customer referrals. As a sales professional you will also be expected to support business development by serving as the accountable executive over group relationships that you help to construct.
Responsibilities:
Serve as Client Representative.
As the name implies, you are the client's representative and trusted advisor throughout the process. This means maintaining contact with the client to ensure that all members of CapCenter's professional teams properly perform their services to the client's satisfaction. Assuring the client's overall satisfaction is a core responsibility of the Loan Consultant.
Land Business.
Sell CapCenter's full-service home purchase and refinance programs to prospective clients. Programs include the mortgage loan program, and representation by a CapCenter realtor to buy or sell a home. Loan Consultants are experts in all CapCenter services and are responsible for getting hired as the client's primary representative, and to get CapCenter's realtors and other purchase professionals hired as appropriate to meet the client's needs and circumstances.
Serve as Loan Originator.
As a loan originator, the Loan Consultant is directly responsible for identifying and fulfilling the client's mortgage loan requirements. Successful Loan Consultants will develop more loan business than they can handle and will be supported by junior team members as needed.
Generate Future Business.
The Loan Consultant's job continues after the initial transaction is completed. An effective Loan Consultant generates repeat business and customer referrals from his or her past client base, assisted by CapCenter's marketing and e-commerce professionals.
Business Development.
Loan Consultants with a proven record of success may be assigned to attract and land prospective clients from businesses, groups and individuals through relationships developed in conjunction with the Company's marketing and business development professionals.
Qualifications:
Candidates for the Loan Consultant position must have confidence and genuine enthusiasm for helping clients achieve their goals in the area of real estate and home finance. Analytical skills and the ability to communicate effectively are necessary, along with the following minimum attributes and qualifications:
Ability to multi-task in a fast paced environment using time management to meet deadlines.
Must be a licensed Loan Originator or have the knowledge and desire to become licensed.
Business, Economics, Accounting or Finance Degree, or 3+ years of financial service experience.
In-depth understanding of the full Real Estate Purchase and Sales cycle.
Proven professionalism, ethics and character.
Competitive drive for constant improvement.
CapCenter offers a competitive benefits package that includes a Base Salary, Commission, 401k, Health Insurance Benefits, and Paid Vacation.
We are an Equal Employment Opportunity Employer.
Client Relations Specialist
Richmond, VA job
CapCenter is seeking a Client Relations Specialist to help pursue our mission: simplifying the homeownership journey with consolidated services, transparent pricing, and most importantly, a
client-centric philosophy.
This is a high growth role that we actively promote into operations and sales opportunities.
In the Client Relations Specialist role, you'll be the initial point of contact for CapCenter prospects who are considering CapCenter's suite of services. Client Relations Specialist respond to inbound inquiries to quickly and accurately identify which leads are qualified CapCenter prospects. Client Relations Specialists understand each inquiry's unique situation and financial goals, so that the most appropriate business unit can help them to the finish line.
Here's what you'll need to know about the role, our team, and what it takes to succeed at CapCenter.
You will
In your first 30 days, you will:
Secure an NMLS license (we'll sponsor it!)
Become a subject matter expert on our multiple service lines
Complete our introductory Consultative Sales training course
Get hands-on training in our CRM
In your first 90 days, you will:
Convert sales qualified leads to our Refi, Purchase, and Real Estate teams.
Get exposure to our different lead channels and learn how to best drive quality business
Build on your communications and underwriting knowledge through learning modules, proprietary training, and live coaching
Complete a self-assessment to build a blueprint for career progression at CapCenter
You are
A critical thinker: we're happy to teach the content, but you should be hungry to learn, comfortable thinking on your toes, and adept at solving problems.
A communicator: most Americans buy less than five homes in their life - it's critical that you build trust, distill complex financial concepts simply, and listen actively.
Self-aware: you're looking for an opportunity to develop your strengths and weaknesses
Driven to help others: you want to do good
Ambitious: you want to do well
A college graduate with a bachelor's degree
We hire for talent, not experience. You should be a solutions-oriented thinker who is not afraid to roll up your sleeves and tackle challenging problems.
You'll get
NMLS Certification
Competitive salary, variable pay & annual bonus
401k (with matching!), health, dental, & vision
Training to learn the home-ownership experience back to front.
To participate in cross-functional collaboration that fosters lateral and vertical career growth
The opportunity to help people through one of the most stressful and important transactions of their lives.
Our culture is growth oriented. Past Client Relations Specialists have been promoted into sales, operations, team lead, and market management roles.
Mortgage Inside Sales Manager
Richmond, VA job
The Mortgage Inside Sales Team Lead is responsible for coaching, motivating, and supporting a team of Inside Sales Loan Officers or Mortgage Sales Representatives who engage with warm leads-including credit trigger leads, listing alerts, cash-out refinance opportunities, and other inbound and outbound prospects.
This role is focused on driving team performance, improving lead conversion rates, and ensuring an exceptional borrower experience from the first point of contact through pre-qualification. The Team Lead acts as both a high-performing loan originator and a mentor to the sales team.
Key Responsibilities
Leadership & Team Management
Lead, train, and mentor a team of Inside Sales Loan Officers or Lead Specialists to achieve daily, weekly, and monthly sales goals.
Monitor performance metrics (call volume, contact rates, conversion rates, funded loans, etc.) and provide coaching for continuous improvement.
Conduct daily huddles and one-on-one performance reviews.
Partner with management to implement sales strategies, scripts, and process enhancements.
Sales & Pipeline Management
Proactively make outbound calls to qualified leads from various marketing sources (trigger leads, listing alerts, past customers, etc.).
Support team members in managing their pipelines, improving close ratios, and maximizing lead ROI.
Ensure all sales activities comply with company policies and mortgage lending regulations (SAFE Act, RESPA, ECOA, etc.).
Collaborate with processing and operations teams to ensure smooth handoffs and exceptional borrower experiences.
Reporting & Analytics
Track team KPIs and provide detailed performance reports to leadership.
Analyze lead quality and provide feedback to marketing and lead vendors.
Identify trends in borrower behavior and recommend strategies to increase conversion and retention.
Qualifications
Active NMLS Mortgage Loan Originator License (or ability to obtain one prior to start date).
3+ years of experience in mortgage sales, preferably inside sales or call center environments.
1+ years of leadership, coaching, or team lead experience.
Strong understanding of mortgage products (refinance, purchase, cash-out, FHA, VA, conventional).
Proven track record of exceeding sales and production goals.
Excellent communication, coaching, and motivational skills.
Proficiency with CRM systems, LOS platforms, and sales performance dashboards.
Closing Consultant
Richmond, VA job
CapCenter is seeking a Closing Consultant to help pursue our mission: simplifying the homeownership journey with consolidated services, transparent pricing, and most importantly, a
client-centric philosophy.
This is a high growth role that we actively promote into operations and sales opportunities within 18 months.
In the Closing Consultant role, you'll be the primary point of contact for CapCenter clients who are on the path to close a loan. Closing Consultants analyze our clients' applications and supporting documents to ensure each loan meets our rigorous underwriting standards. Alongside your analysis, you'll guide our clients, working internally with realtors, loan officers, underwriters, and insurance advisors so that all parties are set up for success at closing.
Here's what you'll need to know about the role, our team, and what it takes to succeed at CapCenter.
You will
In your first 30 days, you will:
Secure an NMLS license (we'll sponsor it!)
Become a subject matter expert on lending
Complete our introductory Consultative Sales training course
In your first 90 days, you will:
Act as a trusted advisor and advocate for our clients as they prepare for closing
Work collaboratively with others to ensure accuracy and efficiency at each step of the way
Build on your communications and underwriting knowledge through learning modules, proprietary training, and live coaching
Complete a self-assessment to build a blueprint for career progression at CapCenter
You are
A critical thinker: we're happy to teach the content, but you should be hungry to learn, comfortable thinking on your toes, and adept at solving problems.
A communicator: most Americans buy less than five homes in their life - it's critical that you build trust, distill complex financial concepts simply, and listen actively.
Self-aware: you're looking for an opportunity to develop your strengths and weaknesses
Driven to help others: you want to do good
Ambitious: you want to do well
A college graduate with a bachelor's degree
We hire for talent, not experience. You should be a solutions-oriented thinker who is not afraid to roll up your sleeves and tackle challenging problems.
You'll get
NMLS Certification
Competitive salary, variable pay & annual bonus
401k (with matching!), health, dental, & vision
Training to learn the home-ownership experience back to front.
To participate in cross-functional collaboration that fosters lateral and vertical career growth
The opportunity to help people through one of the most stressful and important transactions of their lives.
Our culture is growth oriented. Past Loan Analysts have been promoted into sales, operations, team lead, and market management roles.
Deputy Commissioner and General Counsel
Remote or Boston, MA job
An Official website of the Commonwealth of Massachusetts
Job Description - Deputy Commissioner and General Counsel (250007S8)
Deputy Commissioner and General Counsel - ( 250007S8 )
The Division of Banks is currently accepting applications for the position of Deputy Commissioner and General Counsel. This represents an exciting opportunity to work in the dynamic field of financial services regulation and contribute in a meaningful way to achieving the mission of an accredited consumer protection agency. The General Counsel plays a critical role as the agency's chief legal counsel, as well as a key contributor to agency-wide policy decisions as a member of the senior leadership team.
About the Division
The mission of the Division of Banks is to ensure a sound, competitive, and accessible financial services environment throughout the Commonwealth. The Division maintains public confidence in Massachusetts financial institutions through the oversight of state-chartered banks, credit unions, and non-bank financial service providers including the mortgage, money services businesses, sales finance, and debt collection industries that do business within the Commonwealth. The majority of the Division's employees are examiners who conduct a variety of on- and off-site examinations of financial institutions under the Division's jurisdiction. Learn more about the Division of Banks by visiting our website.
The Division of Banks is committed to ensuring a diverse and inclusive workplace where all employees feel respected, valued, and empowered to maximize their skills and talents to serve our citizens. The Division endeavors to create and sustain a work culture that is welcoming, inclusive, and mutually respectful to all its employees regardless of race, color, age, creed, religion, national origin, ethnicity, sex, gender identity or expression, sexual orientation, genetic information, veteran or disability status. We strive to reflect diversity in all facets and levels of our organization as inclusiveness is a core agency value.
As General Counsel you can expect to:
Serve in a key leadership position within state government and financial regulation, demonstrating knowledge expertise of existing laws and regulations while monitoring new developments and shaping the future of financial services.
Guide the Commissioner of Banks and senior staff in the development and coordination of statutory and regulatory policy as well as legal supervision.
Serve as a liaison with the Executive Office on legal matters to ensure coordination of the Division and administration priorities.
Represent the Division, as needed, to the industry, consumers, and as liaison with the Attorney General's Office.
Draft approvals and decisions regarding depository institution mergers, acquisitions and formations for the Commissioner of Banks and the Board of Bank Incorporation.
Draft proposed legislation and regulation and handle both formal and informal inquiries from the Legislature regarding commentary on bills, and advice on consumer issues.
Consider joining our team if you:
Have a Juris Doctor (JD) degree, admission to the Massachusetts Bar, and at least 10 years of full-time professional experience in the practice of law in positions relevant to the financial services industries.
Take pride in mentoring and the development of agency attorneys; Experience (at least 5 years) supervising team(s) of attorneys.
Are interested in the increasingly complex and evolving financial landscape, able to apply research, and develop solutions to various complex issues in an effective manner.
Preferred Qualifications
Demonstrated ability to interact effectively, articulate and discuss, and provide guidance on complex legal issues with personnel at all levels of the organization, business leaders, legislators, and other government officials.
Extensive and thorough knowledge of Massachusetts and Federal Banking Law, structure of state and federal banking and financial services, and legislative processes.
Familiarity with administrative law, commercial law, applicable substantive law, and applicable procedural law.
Work/Life Balance
Hybrid Position: This position will require the incumbent to report to the agency's office in Boston as scheduled for hearings and meetings. You will also have the opportunity to work from home and flexibility may be available to utilize a field office space (Lakeville, Woburn, and Springfield). Occasional out of state travel will be necessary for participation in regulatory and legislative conferences.
Primary Duties
Serve as the chief legal advisor to the Commissioner and Senior Staff, providing timely legal advice and analysis in connection with all regulatory and supervisory activities and agency initiatives on an ongoing basis.
Generate legal opinions, review corporate transactions for approval, and provide legal advice on regulatory and supervisory matters.
Participate in the formulation of policy relating to matters before the agency as a member of the senior leadership team to ensure that the Division's actions accurately reflect applicable legal requirements while being fair and reasonable regulatory responses.
Manage implementation of legislative and regulatory strategy for the agency. Monitor, review, and provide updates on pertinent state and federal regulatory and legislative updates for impact on the financial services industry in Massachusetts.
Respond to inquiries/requests from the Commonwealth's Legislature on laws, regulations, and constituent matters.
Oversee and manage the day‑day legal operations at the agency including the direct supervision of the Deputy General Counsel.
Review extensive filings and briefs submitted by regulated entities for approval under state law as assigned to the Legal Unit.
Communicate with senior management and boards of directors of regulated financial institutions and licensees to review and discuss specific matters requiring legal analysis and opinion. Render formal and informal legal opinions.
Serve as Clerk of the Board of Bank Incorporation.
Qualifications
Applicants must have at least seven (7) years of full‑time or equivalent part‑time professional, administrative, supervisory, or managerial experience in a particular specialty (i.e. scientific, professional, or technical) and possess current license and/or registration requirements established for the performance of the position. At least three (3) years must have been in a managerial capacity.
An Equal Opportunity / affirmative action Employer. Females, minorities, veterans, and persons with disabilities are strongly encouraged to apply.
The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. We encourage individuals who believe they have the skills necessary to thrive to apply for this role.
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Account Executive - Commercial Card
Washington, DC job
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Annual Salary: $91,000.00 - $107,000.00 (Amount based on relevant experience, skills, and competencies.)
About This Job
The main purpose of this job is to sell card payment services to "C" level associates at targeted enterprise level businesses, hospitals, educational and government entities. These targeted companies may, or may not, have an established relationship with Commerce Bank.
Essential Functions
* Conduct sales calls using consultative business process reviews and move each prospect through the sales cycle from first appointment to contract signing
* Set appointments with prospects through the telephone, email, and marketing campaigns
* Identify prospect goals and objectives for process improvement then recommend solutions to help meet these goals and objectives
* Provide value-added services, including technical support, product development and relationship management
* Negotiate contract terms and pricing that will be appealing to the customer and deliver an acceptable return to Commerce
* Prepare customized requests for information, requests for proposal, file spend analysis, proposals and sales presentations
* Perform other duties as assigned
Knowledge, Skills & Abilities Required
* Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
* Thorough understanding of business concepts including account payable, purchasing and accounting systems
* Strong knowledge of the consultative sales process
* Strong data analysis skills
* Superior presentation skills
* Able to work independently but with some oversight from direct supervisor
* Ability to manage relationships independently and negotiate sales and contracts
* Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
* Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
* Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
* Advanced level proficiency with Microsoft Word, Excel and Outlook
Education & Experience
* Bachelor's degree in Business Administration or equivalent combination of education and experience required
* 5+ years new customer acquisition sales or related experience required, preferably within the banking field
* Proven track record within a team selling and lead sharing environment required
* Association with CFMA - Construction Financial Mgmt Association preferred
For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record.
Level of role is determined by knowledge, experience, skills, abilities, and education
* For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Account Executive III and Senior - Commercial Card job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $91,000 to $107,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
#LI-Remote
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: Remote, Boston, Massachusetts 02151
Time Type:
Full time
Auto-ApplyBusiness Resilience Test and Exercise Lead
Remote or Phoenix, AZ job
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 a(n) position title within PNC's name of division organization, you will be based in city/state location of position .
Job Profile
Position Overview 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 a Business Resilience Test & Exercise Lead within PNC's Business Resilience organization, you will be based in Pittsburgh, PA, Strongsville, OH, Phoenix, AZ, Birmingham, AL or Dallas, TX. The 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 the manager's discretion.
As a Business Resilience Test & Exercise Lead, you will support testing and exercise activities across the Enterprise to monitor the effectiveness of Enterprise Event Management & Resiliency Plans as part of the Business Resiliency Test & Exercise organization.
As the Business Resilience Test & Exercise Lead, you will work closely across the Business Resilience, Disaster Recovery Services, Enterprise Event Management teams, as well as Line of Business and Support Area stakeholders in the development of a comprehensive and mature test, and exercise program.
Qualifications:
5+ years of experience supporting test and exercise programs in support of Business Resiliency, Continuity of Operations, Emergency Management activities.
Strong knowledge of test and exercise industry best practices and Regulatory guidelines within the Financial Services sector.
Prefer DRI certification or comparable public sector Test & Exercise certifications, such as Homeland Security Exercise and Evaluation Program (HSSEP) or Federal Emergency management Agency (FEMA) Master Exercise Practitioner (MEP) Certification.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
Leads in the development of business continuity and disaster recovery plans; oversees testing, emergency response, and recovery. Informs in the selection of operating strategies for the continuation of the business within a recovery time objective.
Leads business recovery, crisis management, emergency management, contingency planning and disaster-preparedness planning. Looked to for expertise.
Conducts, communicates, and maintains business continuity lifecycle planning and business impact analysis. Identifies and quantifies the potential impact of various disruptions and disaster scenarios.
Interfaces with LOB committee/executive to report on the compliance of business continuity processes, readiness, events and exercise results. May lead relationships with audit and government regulators on business continuity issues.
Responsible for leading high profile initiatives through the development, enhancement and dissemination of continuity processes and standards. Develops and delivers the training on business continuity.
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 Auditing Operations, Competitive Advantages, Crisis Management, Disaster Recovery Planning, Process Design, Regulatory ComplianceCompetencies Contingency and Disaster Recovery, Crisis Management, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Industry Knowledge, Planning: Tactical, Strategic, Requirements AnalysisWork Experience Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.Education BachelorsCertifications No Required Certification(s) Licenses No Required License(s) Pay Transparency Base Salary: $65,000.00 - $157,300.00Salaries 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 09/16/2025, 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 . 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.
Virtual Banking Specialist
Remote or Horicon, WI job
Job Description
**This position is based onsite at our Horicon West location. After completing training, there may be an opportunity for a hybrid schedule that combines in-office and remote work, depending on business needs.**
Horicon Bank is actively seeking a productive full-time Virtual Banking Specialist. Are you passionate about providing financial services to our community? Do you want to work for a successful company that is continuously growing? If yes, please continue reading!
This Virtual Banking Specialist position earns a competitive wage dependent on experience. We provide great benefits and perks, including a full benefits package and an Employee Stock Ownership Plan (ESOP). If this sounds like the right banking opportunity for you, apply today!
ABOUT HORICON BANK
For more than 120 years, we have built a foundation of beneficial relationships with our customers throughout nineteen locations in Wisconsin. We are committed to providing quality customer service as we support the sound and productive growth of local businesses and strive to meet the financial needs of our customers in our bank market areas. In the same way animals and plants thrive together in the internationally famous Horicon Marsh - we are linked to the growth and prosperity of the families and businesses in our communities.
Our company has been named a Top Workplace by the Milwaukee Journal Sentinel for 11 consecutive years in a row. We are a family-oriented team with an excellent culture. Our company encourages employees to maintain a work-life balance and to give back to the community with paid volunteer time.
A DAY IN THE LIFE OF A VIRTUAL BANKING SPECIALIST
As a valued member of our Virtual Banking team, you'll be at the forefront of customer experience excellence! First and foremost- assisting customers with transactions through My Virtual Teller (ITMs) across the bank network. Picture this: one moment you're helping a customer in Markesan, and the next, you're connecting with someone in Wauwatosa. With our growing fleet of ITMs, the sky's the limit!
But it's not just about processing transactions; it's about building meaningful connections. Like traditional branch associates, our Virtual Banking Specialists (VBS) excel in forging strong relationships with our customers. Whether it's guiding first-time ITM users or providing expert financial advice, our team does it all with a smile - and the best part? We can do it from nearly anywhere!
When we're not busy engaging customers through ITMs, we're connecting in other ways- specifically, our Chat services - offering support through traditional chat, audio, and video channels, and though our online account opening platform. As the heart of our "Virtual" branch, we handle all accounts opened online. Whether you're stationed at one of our HB locations or working remotely, the flexibility of our Virtual Branch empowers you to thrive wherever you are.
VIRTUAL BANKING SPECIALIST QUALIFICATIONS
High School Diploma
Previous banking experience desired and/or understanding of bank products and services, including the rules, regulations, policies and procedures.
Computer literacy with Office Suite, MS Word, MS Excel and other software product.
Exceptional customer service skills.
Are you a strong communicator? Do you have excellent organization and time management skills? Can you efficiently prioritize multiple tasks? Is attention to detail your strong suit? Are you calm under pressure? If yes, we want you on our banking team!
VIRTUAL BANKING SPECIALIST WORK SCHEDULE
Your schedule as a full-time Virtual Banking Specialist is typically Monday through Friday from 7 AM to 6 PM and rotating Saturdays from 7AM to 2PM, with an average of 40 hours per week. Shifts rotate from opening to mid-shift to closing each week.
ARE YOU READY TO JOIN OUR BANKING TEAM?
If you feel you'll be perfect as our full-time Virtual Banking Specialist, apply now using our initial 3-minute, mobile-friendly application.
Location: 53032
Claims Litigation Manager (Third Party Property Subrogation) - Hybrid
Remote or Phoenix, AZ job
Why USAA?
Make your application after reading the following skill and qualification requirements for this position.
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Claims Litigation Manager you will be responsible for managing moderately complex litigation arising out of the auto or property contract in compliance with state laws and regulations, to include creating strategy for defense or settlement, evaluating, negotiating, and collaborating with defense counsel to secure appropriate resolution. Accountable for delivering a concierge level of best in class member service through setting appropriate expectations, proactive communications, advice and empathy.
What you'll do:
Manage moderately complex litigation to include serious injury or property damage, questionable damages, questionable liability and questionable coverage issues.
Apply intermediate knowledge of claims litigation processes.
Proactively manage litigation and acts as liaison with members, internal and external counsel.
Clearly document litigation strategy, litigation budget, investigation, evaluation, negotiation, settlement, and trial decisions.
Represent USAA at mediations, case conferences, and/or trials.
Review, audit, and approve legal fees and expenses.
Partner and/or direct law firm vendors to facilitate timely lawsuit resolution.
Hold law firm vendors accountable for following Defense Counsel Litigation Handling Requirements.
Recognize and solves routine and intermediate issues arising out of legal case management.
Follow practices and processes to achieve results to positively impact the quality, timeliness and effectiveness of the team; proactively identifies opportunities to improve processes.
Interact with membership, attorneys and management to advise on moderately complex litigation.
Ensure members receive high levels of service from themselves and law firm vendors.
May act as an informal resource for team members.
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
4 years work experience handling liability and first party claims or progressive experience in litigation.
2 years customer contact experience.
Claims adjusters license in assigned state or ability to obtain license within 3 months.
Demonstrated negotiation and customer service skills.
Excellent communication skills with experience as an effective liaison between partners, members, outside counsel and management.
Knowledge of P&C policies state laws.
Knowledge of regulatory compliance related to claims and claims litigation.
Experience handling large losses auto, property or commercial.
Knowledge of Microsoft Office tools to include Word, Excel, and PowerPoint.
What sets you apart:
3+ years Property claim handling experience.
3+ years Subrogation and arbitration claim handling experience.
1 + years Recovery Litigation and/or Litigation experience to include paralegal experience and managing through trial.
1+ years working with 3rd party Suppliers.
Compensation range: The salary range for this position is: $85,040 - $153,080.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.
Summer Associate Internship (Credit Card Experiences Product Manager)
Vienna, VA job
The Credit Card Experiences team seeks to increase cardholder engagement and value by providing relevant offers, communication of benefits, and enhanced member experience throughout the cardholder lifecycle. The Summer Associate will help support cardholder analytics, marketing campaigns, leadership-facing reporting, and product management initiatives for rewards programs. The Summer Associate will help further strategic portfolio goals and initiatives within the lending department while developing strong analytical, collaboration, and critical-thinking skills.
The Summer Associate will work in a flexible hybrid manner and report to leadership at either our Vienna, VA or Pensacola, FL campus. Responsibilities will include analyzing data and competitive trends to identify areas of opportunity and then creating recommendations to influence decision-makers. Areas of focus may include creating personalized member engagement through segmentation, evaluating the highly competitive credit card landscape, identifying emerging patterns and trends to answer business questions, and developing models and visualizations to improve decision-making efficiency.
The Summer Associate Program is a 12-week internship program beginning in May 2026 and ending in August 2026. Students will work on impactful projects and meaningful work during their internship. To qualify for this position, applicants must be currently pursuing a degree from an accredited college or university and have an anticipated graduation date of December 2026 or later.
Responsibilities
Collaborate with functional areas to develop and maintain performance metrics, measurements, methods, and targets
Obtain quantitative and qualitative data of business processes to analyze, determine, and promote data driven decisions
Analyze and evaluate competitor data and industry trends to understand current business unit competitive posture
Design and document dashboards, reports, and thresholds to alert business units to monitor business status and fluctuations
Identify and assess business strategies and opportunities; develop appropriate analytical approaches
Collect and analyze data; synthesize results of analyses, develop and make recommendations and alternatives based on the full spectrum of internal/external considerations
Collaborate with business units and senior management to conduct needs assessment to support organization strategies, tactics, and learning solutions that support business unit objectives
Identify areas of improvement; determine solutions; implement enhancements/changes to improve operations, standards and results
Compile, research and analyze trends in support of projects and initiatives
Manage projects from concept through the planning, analysis, design, testing, implementation, and transition phases
Identify and assess business strategies and opportunities; develop appropriate analytical approaches
Performs other duties as assigned
Qualifications
Currently pursuing a master's degree in related field
Experience with research, analysis, and data manipulation
Experience using data and analytic tools such as: PowerBI, Databricks, SQL, SPSS Modeler, R, or Tableau
Good communication and presentation skills
Comfort working with large datasets and telling stories with data
Ability to work independently and think outside of the box
Strong strategic, critical, and analytical thinking skills
Basic knowledge of financial services/payments a plus
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.
Our approach to careers is simple yet powerful: Make our mission your passion.
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• Yello and WayUp Top 100 Internship Programs
• Computerworld Best Places to Work in IT
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• 2025 PEOPLE Companies That Care
• Newsweek Most Trustworthy Companies in America
• Military Times 2024 Best for Vets Employers
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• Forbes 2025 America's Best Large Employers
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• 2025 RippleMatch Campus Forward Award Winner for Overall Excellence
• Military.com Top Military Spouse Employers 2025
• 2025 Handshake Early Talent Award
From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.
Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.
Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.
Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.
Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.