Client Services Representative
Primeritus Financial Services Job In Nashville, TN
The Client Services Representative gathers information from clients and places accounts for repossession, operating within the scope of applicable laws and regulations and in a manner that represents professionalism and that does not jeopardize the integrity of the company. Provide updated account information to the lender. Interact with internal and external customers to provide information in response to inquiries about accounts and to handle and resolve account needs. This is a full-time, in-person/in-office position, working in our Nashville, TN office. • Provide essential client services ensuring client expectations are being met in the following areas: o Redemption o Release o Transportation o Key Services • Provide timely and detailed updated account information to the lender per SLA guidelines. • Build successful relationships with contractors and clients in order to service accounts. • Provide written or verbal communications to clients and contractors to: o Provide updates regarding account status and service levels. o Obtain any necessary documentation or guidance to pursue the collateral/customers. o Notify upon repossession of collateral. • Assist with updates and account management for team. • Conduct account research when field representatives are unable to locate collateral based on account placement information. • Forward condition report, personal property inventory form and photos as required to client in a timely manner. • Serve as point of contact to client, providing any requested services and information. • Communicate the status of accounts verbally and in writing to clients as necessary. • Forward account information to field representatives based on territory coverage. • Forward impound and personal property notice to the proper parties as necessary. • Other duties, as assigned. Job Requirements • HS Diploma is required; Associate's or Bachelor's degree from an accredited college or university is preferred. • Must have 3-5 years' customer service experience; ideal candidates will have prior experience in a call center environment. • Excellent interpersonal, written, and verbal communication skills. • Good organizational and time management skills. • Must be self-motivated and dependable with the ability to use independent judgment along with good organizational and time management skills. • Proficient in the usage of office equipment including phones, desk top computers, dual computer monitors, and copier/scanner/fax. • Must have above average skills in MS Office Suite including Word, Outlook, and Excel. • Must be able to work overtime as needed. • Prior knowledge or experience with state and federal rules and regulations pertaining to the Consumer Financial Protection Bureau (CFPB), Fair Debt Collections Practices Act (FDCPA), and the Gramm-Leach - Bliley Act (GLBA) is preferred. The position is sedentary and requires sitting for long periods of time while working on a computer or using other office equipment. The employee must occasionally lift or move items up to 30+ pounds. Primeritus an Equal Opportunity employer and all qualified applicants will receive consideration to employment without regard to race, color, religion, gender, pregnancy, sexual orientation, national origin, age, or protected veteran or disability status.
Manager of Audit Sr- Infrastructure & Service Management
Charlotte, NC Job
MANAGER OF AUDIT SR- INFRASTRUCTURE & SERVICE MANAGEMENTWHAT IS THE OPPORTUNITY?The Senior Audit Manager (SAM) for Infrastructure & Service Management will support the Director of CNB Infrastructure & Service Management in providing independent, objective assurance over the design and operation of CNB's IT risk management practices, governance processes and the system of internal controls. The position will facilitate audit execution relating to, but not limited to, IT Infrastructure and Service Management. This includes leading and executing audit activities with an IT audit scope where there is an impact to CNB and its subsidiaries / management affiliates. Examples of audit subject matter includes configuration management, incident and problem management, IT asset management, IT change management, service continuity management, IT vendor management, Operating Systems, SQL and Oracle Databases, Network devices (firewalls, routers, etc.) Data Center Audits, Patch Management, End-Point Devices, Cloud Technologies, etc. The position will also provide support in responding to external auditors and US regulators (FRBNY, OCC) and to meet the evolving demands of the US regulatory environment and heightened expectations of internal audit. This includes the coordination of IT related regulatory continuous monitoring, coordination of IA responses to US regulatory examinations, and the verification of CNB IT regulatory issues. Additionally, the position is responsible for maintaining and executing continuous monitoring program in accordance with audit methodology and taking into consideration industry development, emerging risks, and regulatory changes and expectations.What you will do
Execute on the annual Audit Plan for CNB Infrastructure & Service Management audit universe, ensuring that audits conform to local and global regulatory and internal audit requirements.
Supervise and implement the execution of the audit plan and ensure effective audit practices for traditional and continuous audits. Collaborate with broader Global RBC and CUSO IT teams and departments to achieve the plan (where needed).
Make recommendations to clients on control deficiencies and follows up to ensure significant deficiencies are corrected. Assist business management to develop appropriate action plans to address identified deficiencies, and ensure corrective actions are implemented in a timely manner to effectively address the issues.
Plan and execute complex and confidential/special audit projects enterprise wide as requested by senior management of the Bank.
Communicate trends in risk and control issues to senior management on the results of ongoing reviews of the businesses that are key relationships, or any other business as requested.
Provide support for CNB IT regulatory requests, responses and meetings.
Provide leadership, coaching, performance management and personal development support.
Raise the technical knowledge of the group through various courses, seminars and in-house training in the areas of Information Technology for existing and emerging technologies, and related risk management framework, compliance and audit techniques.
Raise the technical and business knowledge of the group through IT and business auditor cross integration and allocation. Identify new opportunities that would result in cross-team collaboration, develop talent for future roles and create a mutually beneficial situation that allows business and IT auditors to cross pollinate experience and knowledge.
Build, direct, counsel, and instruct staff assigned to an engagement and review audit plan, findings and reports for sufficient scope and for accuracy.
Provide leadership, coaching, performance management and personal development support.
Supporting Executive and Board IT related reporting for CNB.
Develop capability of team use of analytic tools to widen scope of assurance.
Must-Have*
Bachelor's Degree or equivalent
Minimum 7 years banking / audit experience within Information Technology, with IT service management and IT risk management audit experience.
Minimum 5 years of business experience in a financial institution or technology company, dealing with multiple business platforms, business processes, geographies, and legal entities
Minimum 5 years of Audit experience (strategic planning through reporting) in a senior leadership role
CISA - Certified Information Systems Auditor
CISM - Certified Information Security Manager
CIA - Certified Internal Auditor
Skills and Knowledge
In depth knowledge of IT Platforms and Infrastructure such as, but not limited to; network components (firewalls, routers, switches, etc.), Operating Systems, Data Storage, Data Centers, Virtual Machines, Internet Connectivity, VPN, Telecommunication, etc.
In depth knowledge of Service Management (ITIL) and IT Operations such as, but not limited to, Technology Lifecycle Management, Service & Asset Management, Backup and Recovery, Telecommunications, etc.
Cloud Technologies (IaaS, PaaS), Web & Application Hosting, Microsoft Azure, AWS
In depth knowledge of financial services banking technology and related risks.
In-depth knowledge of US regulatory requirements, and industry best practices. This includes knowledge of IT governance, IT risk and compliance, configuration management, asset management, vendor management, problem and incident management, vulnerability & patch management, and IT governance and oversight.
Advanced ability to translate technical control issues into non-technical explanation such that the non-technical report reader can easily grasp the risk and controls.
Familiar with US Regulatory environment
Ability to work in a dynamically changing environment and leading people through modernization from traditional auditing to focus on data analytics.
Manages large, highly complex or strategic projects (thematic audits) that impact the organization as a whole.
Ability to influence a wide variety of senior executives in enterprise wide groups.
Ensure that employees understand CNB vision, as well as support and reinforce targeted behaviors that contribute to CNB goals.
Experience with identifying the risks associated with new services and/or routines, products and to formulate practical audit procedures to adequately monitor new risk and ensure adherence to limits.
Experience developing predictive hypotheses for data analytics, and directing data scientists.
Experience interpreting data extracted from Advanced Analytics (e.g. use of data visualization and reporting).
Experience in incorporating data analytics into the traditional audit programs and continuous auditing
Experience leading integrated business audits with technology auditors
Current working knowledge of Internal Audit practices, policies, procedures and systems.
Demonstrated experience in leading in a matrixed organization with proven ability to multitask and prioritize activities, across borders and cultures.
Experience as a project manager.
CompensationStarting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*To be considered for this position you must meet at least these basic qualifications
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks.INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.'ABOUT CITY NATIONALWe start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies.
Financial Advisor - Paid Training Provided
Maryville, TN Job
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first four years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first four years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $38,500 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Office Manager
Nashville, TN Job
Great opportunity to join this private school community and manage the front office! Everyday is busy and different. You will manage the operations of the school's front office, ensuring a welcoming, organized and efficient environment for students, parents, staff and visitors. Will manage a team of two.
Keep the Principal's calendar
Coordinate teacher evaluations
Plan graduation, special events
Manage meetings, programs
Problem solving
Requirements
Experience managing an office
Strong organizational and multi-task skills
Excellent interpersonal and communication skills
Proficient in MS Office Suite (Word, Excel, Outlook)
Must be able to maintain a high level of confidentiality
Exceptional problem-solving skills and attention to detail
Excellent Benefits, Generous PTO and Retirement Plan!
Service Administrator
Raleigh, NC Job
As a Data Center Infrastructure Technician with TCS you will be responsible for installation, decommission, and break/fix work within the Data Center. This includes installation of equipment, cabling, and overall asset management of data center infrastructure and equipment as well as the initial installation of the standard Operating System. The data center infrastructure technician is an important role that relies on critical thinking, prioritization, requirement gathering, solution creation, and prompt communication. A candidate should have a working knowledge and experience with operating systems (Linux, Windows and ESX), multiple hardware platforms (Cisco UCS, Dell PowerEdge, NetApp, Dell Isilon), general LAN networking principles (Cisco), Asset Management (Racktables or similar), enterprise ticketing system (ServiceNow), Microsoft Office Suite and virtualized environments (VMware) will be of the greatest necessity in delivering day-to-day support and improvement. Qualified candidates will be charged with support and process improvement, as well as working with vendors and team members across the organization to achieve their objectives.
• Install, rack and cable servers and appliances per documented process
• Load and configure operating systems per build specifications
• Work with hardware owners and vendors to troubleshoot and replace warrantee parts
• Complete trouble tickets to maintain service levels and availability
• Document and escalate technical issues using clear, written and verbal communication
• Effectively and efficiently communicate status of critical events
• Manage the physical appearance of the Data Center to include tracking and management of Data Center assets
• Maintain asset management of equipment within the Data Center
• Working with a third party to execute and facilitate hardware destruction per process
• Responsible for on-call duties to include break fix and hardware replacement
• Ability to travel as required to execute duties within offsite Production data center
• AOS in an Information Technology based or related major and/or equivalent work experience with technical support in a production environment
• 2+ years experience with Linux, Windows, Virtualized environments
• Strong Knowledge of Cisco UCS, UCS Central to include setup, maintenance and management
• Strong Knowledge of Dell Poweredge, Dell Openmanage Enterprise to include setup, maintenance and management
• Familiar with Cisco LAN networking
• 2+ years of customer service experience and excellent written and spoken communication skills
• Strong organizational skills, high level of attention to details and ability to multi-task, while managing competing priorities
• Strong investigation and problem-solving skills, takes ownership, follows issues through to completion
• Adaptability to acquire new skills quickly and thrives in a collaborative team environment
• Maintain high degree of self-motivation
• Ability to pass background check and drug screening
• Ability to lift 75lbs or more
Lead Data Management Analyst
Charlotte, NC Job
Join a team recognized for leadership, innovation and diversity
Lead Data Management Analyst is responsible for implementing the data solutions for transformation and migration for ERP deployments by utilizing established processes. The Lead Data Management Analyst is also responsible to provide technical leadership, data functional excellence, understand ERP GDM requirements and convert them into technical solutions work closely with co-source partners and support multiple SAP deployment projects.
Key Responsibilities
Data Migration Implementation Strategy and Project Management
Lead data migration activities working with various data stakeholders and business to develop robust data plans in support of deployments, projects or enhancements
Proven track record of successfully leading data deployments as Data manager, with expertise in Cutover planning
Enforce common development methodologies for Data Migrations.
Partner with Data Leads on deployments and projects to ensure data schedule alignment
Enforce Management Operating system (MOS) and methodologies for M&A, Deployments and Transitions into core ERP applications
Ensure that data related reporting metrics and status updates are created and are accurate at any given time
Establish or enforce best practices needed for new data solution implementations working closely with the functional team and extended data stakeholders
Collaborate with the Data Management organization to support enforcement of data quality standards and processes for ERP deployments, projects or enhancements
Develop and deliver tasks as per SLAs related to analysis, design and implementation of technical data migration solutions
Work with extended data team to create design documents and estimates for enhancement efforts
Drive data related development, testing and deployment deliverables
Work with extended data team to create or update standard mapping documents.
Research, evaluate, identify alternative approaches, recommend, design and code efficient and effective solutions for challenging problems ranging from small to large work efforts for low to high complexity problems.
Work concurrently on multiple projects, each with specific instructions that may differ from project to project
Provide mentorship and change management leadership for introduction of new data tools and capabilities
U.s. Person Requirements
Due to compliance with U.S. export control laws and regulations, candidate must be a U.S. citizen, U.S. permanent resident, or have asylum or refugee status in the U.S.
YOU MUST HAVE
Bachelor of Science in Computer Science, Information Technology or equivalent, with minimum 8+ years of relevant experience.
Data Integration and full cycle data migration experience for large, complex projects
Functional experience in ERP SAP related application with configuration, table, structures for data mapping and rule definition
Knowledge with AI/ML capabilities or advanced data analytics tools
Strong leadership and project management skills
Ability to adapt to a fast-paced and changing environment
Ability to motivate and build high-performing team
WE VALUE
Experience in aerospace industry
Excellent communication (verbal and written) and presentation skills
Ability to collaborate and influence across the organization
Working knowledge of Jira, BO, Tableau, Google Sheets or any other visualization tool
Agile methodology experience is plus
Additional Information
JOB ID: HRD9085373
Category: Data & Analytics
Location: 855 S Mint St,Charlotte,North Carolina,28202,United States
Exempt
Due to US export control laws, must be a US citizen, permanent resident or have protected status.
Global (ALL)
Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.
Sales Representative
Charlotte, NC Job
What we offer:
$1,000 sign-on bonus for LICENSED Mortgage Originators
$500 bonus for passing the licensing exam on the first attempt for unlicensed people
Average income is $80k with the top 20% clearing $100k and top performers clearing over $200k ($48k Starting Base + Commission Offered).
Company paid training
Warm leads provided daily
Contests for company paid trips & bonuses
Rewarding career where the more families you help the more money you make
Benefits include medical, dental, vision, 401(k), company paid life & LTD insurance, paid time off and additional employee value benefits
Requirements:
Two years of direct sales experience. (Mortgage sales experience not required)
Proven successful track record in sales.
Willingness to go through company paid licensing.
Excellent relationship building skills.
Reliance First Capital, LLC is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status, any other characteristics protected by law. NMLS# 58775
Sr. Scrum Master
Charlotte, NC Job
The Sr. Scrum Master leverages agile frameworks and practices to coach and drive teams towards delivering outcomes to CrossCountry Mortgage customers. This role not only facilitates agile events, but also ensures alignment to the department goals and standards. The position collaborates with other Scrum Masters to lead the organization into the development of an agile strategy. The Scrum Master delivers technology solutions to solve customer problems, while maintaining quality standards within time and budget constraints.
Job Responsibilities:
Lead agile software projects from product ideation phase to release.
Collaborate with engineers, product managers, and stakeholders to understand product and project objectives and expected outcomes.
Facilitate agile team events, such as stand-up, backlog refinement, sprint planning, sprint reviews, and retrospectives.
Assist in removing team impediments, and track and maintain agile metrics in information radiators.
Coach team members and the organization on utilizing agile principles and frameworks, and effectively leveraging best practices.
Promote collaboration and transparency and communicate accurate and timely information to stakeholders.
Collaborate with teams to gather unrefined business requirements to formulate and deliver solutions in a timely manner.
Assist in building a productive environment supporting team members to continuously improve.
Qualifications and Skills:
Bachelor's degree in Information Systems, related field, and/or 7+ years of equivalent combination of education/experience.
Minimum of 5 years' Scrum Master experience.
CSM or PMI-ACP, preferred.
Experience implementing agile practices and a working knowledge of agile principles and frameworks.
Experience leading large web-based software projects and delivering new products.
Experience working in an environment involving software releases.
Excellent attention to detail, organizational, and problem-solving skills.
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
About Us:
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ***********************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
Sharepoint Developer
Charlotte, NC Job
Designing and developing custom SharePoint solutions based on business requirements.
Creating and configuring SharePoint sites, lists, libraries, workflows, and web parts.
Sound knowledge on PowerShell, Node JS
Developing custom forms and templates
Integrating SharePoint files and folders with other third-party custom/applications
Providing technical support for SharePoint users.
Developing and implementing SharePoint security and access controls.
Interested candidates please share me your updated resume to *******************.
Financial Representative - PAID LICENSING
Charlotte, NC Job
Our district in Ballantyne, NC is seeking highly motivated and driven individuals to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients.
We are currently hiring for our March and May Financial Planning Academies.
Responsibilities:
Build and maintain long-term relationships with clients by providing financial planning services
Conduct client meetings to assess their financial needs, goals, and risk tolerance
Develop and implement financial plans to help clients achieve their financial objectives
Provide investment advice and manage client portfolios to ensure they are aligned with their financial goals and risk tolerance
Stay up-to-date with the latest financial trends and developments to provide the best possible advice to clients
Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial planning advice
Meet regularly with clients to review their financial plans and make adjustments as necessary
Generate new business through networking and referrals
At Northwestern Mutual, we're committed to providing our Financial Advisors with the best possible training and support to help them succeed. Our award-winning training programs and mentorship culture are designed to help you build your skills and knowledge in financial planning and investment management. In addition, our highly collaborative culture encourages teamwork and knowledge sharing, so you'll have access to a network of experienced professionals who can provide guidance and support as you grow in your role.
We offer competitive compensation and benefits packages, including health, dental, and vision insurance, a retirement plan, and opportunities for professional development and growth. As a commission-only role, there is no cap on your earning potential, providing unlimited opportunities for top performers.
Compensation & Benefits:
Commission structure to support early development
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 7, Series 63, CFP , and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning
Are you right for this opportunity?
Entrepreneurial ambitions
History of success in sales, athletics, military, client services, or client-facing roles
Ability to commute to the Ballantyne Location and ability to work onsite in our Ballantyne Location (Required)
Excellent time-management skills
Desire for continuous learning & growth
Proven leadership skills
Willingness to be coached
4 Year Degree: (Preferred)
Legal authorization to work in the US without sponsorship (Required)
About Us
For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes!
Why join Northwestern Mutual:
Fortune 100 company (2023)
Forbes' Best Employers for Diversity (2018-2023)
Top 10 US Independent Broker-Dealers1
#1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2023)
$224 billion3 (retail investment client assets held or managed)
If you're passionate about helping others achieve their financial goals and are looking for a challenging and rewarding career in financial planning and investment management, we encourage you to apply for this position!
E-Commerce Marketing Manager
Swannanoa, NC Job
We are seeking a highly organized, detail-oriented, and growth-focused E-Commerce Marketing Manager to oversee our website and digital marketing initiatives. This role is essential to maintaining our e-commerce presence, managing product updates, and driving strategic growth in collaboration with external teams.
This is a full-time position, Monday through Friday, 9:00 AM to 5:00 PM.
The ideal candidate will have at least 3 years of experience in e-commerce and digital marketing, expertise in tools like SEMrush to enhance SEO efforts, and a passion for helping our company expand its online presence.
Responsibilities:
Website Management
Upload and manage products online, including batch uploads via CSV files.
Keep the website updated with fresh content, new products, and promotions.
Optimize product descriptions and site structure for SEO, leveraging tools like SEMrush to identify keyword opportunities and improve rankings.
Digital Marketing Coordination
Collaborate with the Google AdWords team to monitor and refine paid campaigns.
Work closely with social media teams to align campaigns with e-commerce promotions and seasonal launches.
Project Management
Assign tasks to team members, including those assisting with SEO, product photography, and content creation.
Ensure all projects are completed on schedule and meet high-quality standards.
Strategy & Analytics
Analyze website performance using tools like Google Analytics to identify areas for improvement.
Develop and implement strategies to enhance user experience and increase conversion rates.
Use SEMrush to guide and execute SEO strategies that drive organic growth.
Qualifications:
Minimum 3 years of experience in e-commerce management or digital marketing.
Bachelor's degree in Marketing, Business, or a related field is preferred but not required.
Experience managing e-commerce platforms like BigCommerce, Shopify, or similar.
Proficiency in SEMrush, Google Analytics, and Google AdWords.
Strong understanding of SEO principles and digital marketing strategies.
Excellent organizational and project management skills.
Clear communication skills and ability to collaborate with cross-functional teams.
Excitement about contributing to the company's growth and success.
Benefits:
401K matching to help you plan for your future.
Paid time off to recharge and relax.
Employee discount on our products.
$200 free product store credit quarterly to fuel your creativity.
How to Apply:
If you're ready to take on a dynamic role in managing an e-commerce site while working with a creative and passionate team, we'd love to hear from you! Email your resume and a cover letter to *************************.
Join us in helping creators everywhere bring their jewelry-making dreams to life!
Java Tech Lead
Brentwood, TN Job
Job Role: Java Tech Lead
Job Type: Full time
Experience: 10+
Salary $110k+benefits
Roles and responsibilities
Experience in Cloud Application Migrations with Tech Stack involved in Java 21, Spring Framework, Spring Cloud, Google Cloud Platform (Spanner, Bigquery, CLoud Pub Sub), Spring Web , Confluent Kafka Streaming, Google Dataflow with Apache Beam (Batch and Streaming), Avro, Data Studio, Grafana, Dynatrace
Provides development coding standards and policies.
Ensures development efforts follow requirements provided by Client business teams.
Attends team daily stand-up meetings for work in-progress.
Works with enterprise architecture teams to adopt tools for application development, integration and rollout needs.
Attends daily Scrum, Planning and Integration meetings in preparation for future priorities.
Works to provide gap analysis to various business entities concerning application planning, integration, testing and production support needs.
Plans for and anticipates developer needs and works with management and neighboring teams to resolve.
Collaborate with architecture, database development and database administration staff to establish and adhere to industry and enterprise best practices for application development, integration and optimization.
Stays up to date with software tools, trends, technologies and frameworks both industry-wide and within our organization, and then sharing that knowledge in a meaningful way with the Client IT development community.
Identifies the gaps between business needs and development efforts. Brings this information to management's attention for future resolution.
Researches and suggests to management avenues for team developer training for tool familiarity and
Write technical specifications based on technical requirements and functional
Assist with select quality assurance tasks, including test data preparation, defect root cause analysis and production support
Work within multiple software development life cycle (SDLC) models including Waterfall and Agile.
Adhere to all HIPAA and SOX software development compliance policies and
Know, understand, and follow teammate guidelines, employment policies, and department or company
Credit Analyst
Charlotte, NC Job
As part of the Operations team, the Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space. This role involves analyzing financial data, assessing risk, and making recommendations to ensure the integrity of our loan portfolio.
Responsibilities:
Review and analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of loan applicants.
Evaluate the viability of proposed real estate investments, including property value, market conditions, and borrower experience.
Prepare detailed credit memos with recommendations for loan approval or decline, ensuring alignment with company policies and risk appetite.
Identify potential risks associated with loan applications and recommend appropriate risk mitigation strategies.
Work closely with underwriters and credit risk managers to ensure thorough and accurate risk assessments.
Monitor loan portfolio performance and report on trends or emerging risks.
Ensure all credit analysis and documentation comply with internal policies, industry standards, and regulatory requirements.
Maintain accurate and organized records of credit decisions and supporting documentation.
Stay informed of changes in regulations and best practices within the residential lending space.
Collaborate with loan officers, processors, and other team members to gather necessary information and provide clear communication on credit decisions.
Participate in meetings to discuss complex cases, share insights, and contribute to decision-making processes.
Qualifications
Bachelor's degree in Finance, Business, Economics, or a related field.
2-4 years of experience in credit analysis, preferably within the residential lending or real estate sector.
Strong analytical skills with the ability to interpret financial data and assess risk.
Knowledge of residential real estate markets and investment principles.
Excellent attention to detail and organizational skills.
Strong written and verbal communication skills.
Tax Accountant
Knoxville, TN Job
Coulter & Justus, PC, a Knoxville based CPA firm, is seeking qualified candidates to join our Tax Department. Our tax professionals provide compliance, consulting and planning services for individuals, corporations, LLC's, partnerships, trusts, and estates. We handle all phases of taxation involving U.S. taxes (domestic and foreign), state and local taxes, as well as representations in federal and state tax audits and appeals. With one of the largest tax practices in East Tennessee, our clients range from startup companies to some of the largest organizations in Tennessee. Coulter & Justus is committed to investing in our professionals by providing the technical training and skills necessary to serve our clients in an ever changing, complex world. Our office location is West Knoxville, at the Dutchtown Road and Pellissippi Parkway interchange.
Qualifications
· Degree in Accounting or related field
· CPA license or progress toward certification
· Three + years of recent tax experience with a public accounting firm
· Experience with a national or regional CPA firm is a plus
· Ability to develop and maintain positive relationships with clients and peers
· Strong communication skills and a team player
· Ability to work in a paperless environment
About Coulter & Justus, PC
Coulter & Justus, PC was formed in 1993 and is now one of the largest accounting firms in East Tennessee with approximately 70 people. Our third generation of leadership is now emerging and our fourth generation leaders are being developed as we remain committed to being an independent firm. We are committed to investing in our people by providing continuous technical training and soft skill development. We focus on taking care of each other, which allows us to take great care of clients. We have been recognized numerous times both nationally as one of Accounting Today's Best Accounting Firms to Work For and locally as a Knoxville Top Workplace. Time spent with Coulter & Justus creates lifelong friendships, both personal and professional.
Project Manager
Charlotte, NC Job
• Proven working experience as a project manager in Snowflake/Cloud Data warehouse and AWS Cloud technologies.
• Solid technical background with understanding of AWS cloud platforms.
• Good experience in a scrum master role
• Excellent knowledge of Scrum techniques and artifacts (such as definition of done, user stories, automated testing, backlog refinement and retro)
• Experience with Agile/Scrum methodologies.
• Excellent communication and leadership skills
• The ability to manage multiple projects simultaneously.
• The ability to work independently and as part of a team.
• Strong leadership and decision-making skills.
• SnowPro Certification is a plus
• Scrum master certificate is a plus.
• Project Management Professional (PMP) / PRINCE II certification is a plus.
Technical Business Analyst
Cary, NC Job
Greetings from TCS!!
Job Role: Technical Business Analyst
Job Type: Full time
Experience: 8+
Salary: $120k+benefits.
Job Description
Technical BA:
The Technical Business Analyst will be responsible for leveraging Splunk and other logging systems to extract and analyze data from logs. This role involves creating detailed use cases for testing and building robust systems. The ideal candidate will have a strong technical background, excellent analytical skills, and the ability to translate business requirements into technical specifications.
Key Responsibilities:
• Utilize Splunk and other logging systems to extract, analyze, and interpret data from logs.
• Develop and document detailed use cases and test scenarios based on log data analysis.
• Collaborate with cross-functional teams to gather and define business requirements.
• Translate business requirements into technical specifications and system designs.
• Identify and troubleshoot issues within log data and provide actionable insights.
• Create and maintain comprehensive documentation for use cases, test plans, and system designs.
• Work closely with development and QA teams to ensure accurate implementation of use cases.
• Monitor and report on the effectiveness of use cases and system performance.
• Stay up-to-date with industry trends and best practices in logging systems and data analysis.
PL/SQL Developer
Cary, NC Job
Job Role: PL/SQL Developer
Job type: Full time
Experience: 8+
Salary: $100k+benefits/annum.
- Strong experience with PL/SQL version 12c and up.
- Bulk collection, partition management, table/index compression and defragmentation, large dataset clone are key skills
- AWR, execution plan, and query tuning are all pluses
- SQL*PLUS with Unix shell scripting
- Exadata experience a plus
Underwriter (VA, FHA, UDSA, Conventional)
Jacksonville, NC Job
The Mortgage Loan Underwriter is responsible for protecting mortgage investments by evaluating loan risk while adhering to all mortgage compliance laws and regulations. Ensures that all credit packages and disclosure packages meet all regulatory standards for completeness, accuracy and timeliness established for the loans.
Duties & Responsibilities
Evaluate loan risk by verifying loan application information and verifying application information against loan criteria guidelines and standards.
Clarify risk by requesting additional information.
Reject certain loans by identifying and documenting deficiencies and returning application to loan officer.
Rank risk by estimating degree of risk, noting any additional requirements and forwarding to loan committee.
Provide information by answering questions and responding to requests.
Maintain customer confidence by keeping mortgage loan information confidential.
Update job knowledge by participating in educational opportunities, reading professional publications, participating in professional organizations and maintaining personal networks.
Operate in compliance with laws and regulations and adhere to lending compliance guidelines. Ensure that all approvals fall within established lending guidelines.
Perform other duties as assigned.
Qualifications
High school diploma or equivalent (Bachelor's in finance or related field preferred)
7 years' experience in the mortgage industry, underwriting or related work
Current DE and LAPP/SAR certifications
Experience underwriting conventional, VA, FHA and USDA loans
Desired Characteristics/Experience
Experience working in Encompass preferred
Computer proficiency and financial software experience
Strong analytical and basic math skills
Strong attention to detail and possession of solid organizational and time management skills to be able to work independently and handle multiple priorities under pressure of time constraints
Ability to identify problems and develop procedures to resolve or correct situations
Excellent customer service, written and verbal communication skills
Knowledge of underwriting terminology
May be required to work the occasional weekend or evening.
Desktop Engineer
Charlotte, NC Job
• Strong knowledge of Windows and Mac operating systems, including installation and configuration.
• Familiarity with printers, networks, and network printer installation.
• Ability to work independently and as part of a team.
• Excellent communication skills, both written and verbal.
• Proficient in using IT support, system support, hardware troubleshooting, desktop support, Windows installation, printer troubleshooting, network support, hardware support, network printer installation, outlook configuration, and IT services tools.
• Troubleshoot hardware and software issues on Windows and Mac operating systems.
• Collaborate with internal teams to resolve complex issues.
• Maintain inventory of hardware assets and ensure proper disposal of obsolete equipment.
SCCM , Imaging and Server hardening and Patching Vulnerability
Skip Tracer
Primeritus Financial Services Job In Nashville, TN
Primeritus Financial Services is a national provider of repossession management, remarketing, titled, and skip tracing services to the automotive finance industry in the United States and Puerto Rico. Primeritus provides clients with value-added, outsourced repossession management, skip tracing investigations, and remarketing services by leveraging a national network of certified agents and unique investigative techniques to quickly and reliably secure customers' collateral. Through effective leadership, service, and performance, Primeritus Financial Services offers the trifecta of repossession services: locate, recover, and remarket. The Skip Trace Investigator is responsible for skip tracing accounts within the scope of applicable laws and regulations in a manner that denotes professionalism and integrity. Ideal candidate will have experience in post charge-off collections, including skip tracing. This is an in-office/in-person opportunity, working in our Nashville, TN corporate office.
Use all internet databases and phone tools to locate customers/collateral.
Build successful relationships with contractors and clients to service accounts.
Communicate verbally or systematically with clients and/or contractors to:
Provide updates regarding account status and service levels; recommend changes if needed.
Obtain new leads on customers / collateral locations.
Obtain any necessary documentation or guidance to pursue the collateral/customers (i.e., Credit Applications/Reference sheets, and prior communication with their customer).
Provide frequent updates to summarize progress made throughout the lifecycle of orders.
Conduct initial review of information provided by clients to ensure accuracy.
Skip Tracing of customers and/or other parties to:
Identify the best-known address to locate the client's collateral or customer.
Determine if the client's customer has filed Bankruptcy, Active-Duty Military, and current owner/registrant of the vehicle.
Confirm the current Lien holder (if any) of the collateral being pursued.
Initiate contact with client's customers, references, relatives and associates.
Schedule and assign orders to appropriate contractors. Ensure expectations are met and information provided is understood and correct.
Use independent judgment and discretion to ensure compliance with all state and federal codes, regulations, and laws that pertain to the position.
Job Requirements
HS Diploma is required; associate or bachelor's degree from an accredited college or university is preferred.
2+ years skip tracing related experience or minimum 1-year internal Light Investigative Skip (LIS) or 2 + years of collection or repossession experience preferred.
Knowledge and thorough understanding of internet search tools utilized to trace individuals or collateral.
Strong interpersonal, written and verbal communication skills, along with a professional demeanor and presentation.
Must be comfortable working in a fast-paced and dynamic environment, and possess strong analytical, administrative, organizational, and time management skills.
Must be proficient in the use of office equipment and Microsoft Office Suite.
Knowledge of state and federal rules and regulations pertaining to the Consumer Financial Protection Bureau (CFPB), Fair Debt Collections Practices Act (FDCPA), and the Gramm-Leach - Bliley Act (GLBA) is preferred.
The position is sedentary and requires sitting for long periods of time while working on a computer or using other office equipment. The employee must occasionally lift or move items up to 30+ pounds. Primeritus is an Equal Opportunity employer and all qualified applicants will receive consideration to employment without regard to race, color, religion, gender, pregnancy, sexual orientation, national origin, age, or protected veteran or disability status.