Part-Time PM Customer Retention Representative (Remote)
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Part-Time Customer Retention Representative? Globe Life is looking for a Part-Time Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This remote position offers evening shifts, Monday through Friday, and requires a 4-hour shift on Saturday between 8:00 am and 2:00 pm Central Time Zone.
What You Will Do:
* Inbound Call Support: Handle incoming calls from policyholders returning a call from our outbound efforts (voicemail, text message, and/or email) and working to understand their needs to explore retention options.
* Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
* Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
* Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policyholder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
* Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
* Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
* Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
* Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs), including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
* High school diploma or equivalent.
* Basic Microsoft Office Skills, including Word, Excel, and Outlook.
* Minimum Typing speed of 30 wpm.
* Experience in a call center environment preferred.
* Some experience in insurance and/or sales is preferred.
* Excellent verbal and written communication skills.
* Ability to solve complex policyholder issues with a positive attitude.
* Ability to work in a fast-paced environment and work well under pressure.
* Knowledge of life and/or health insurance terminology preferred.
Location: 7677 Henneman Way, McKinney, Texas
Work From Home Representative | Entry Level | Flexible Schedule | Hiring Immediately
Houston, TX jobs
START YOUR NEW CAREER FROM HOME - APPLY TODAY, START THIS WEEK! We're looking for motivated individuals ready to take control of their future. At Globe Life AO, you'll enjoy:
Flexible schedules
Full training provided
High income potential
All without leaving your home. No experience? No problem. We'll give you everything you need to succeed.
✅ WHAT WE OFFER:
High earning potential - No cap on income
Full training provided - No experience required
Flexible schedules (Full-time or Part-time)
100% remote work from home
Rapid career growth opportunities
Hiring immediately - Start this week
YOUR ROLE:
Making outgoing calls, emails, texts and chats from clients
Provide clear answers and process requests.
Maintain professionalism and positivity.
REQUIREMENTS:
Computer/laptop with internet access.
Positive, coachable, and reliable.
Ability to work independently and with a team.
No prior experience required - we train you!
Must be willing to get Licensed in Life and Health Insurance
Must be a US Resident
AVERAGE EARNINGS:
$800-$1,200 weekly (Weekly Commission based Salary + performance bonuses).
APPLY NOW - INTERVIEWS ARE FILLING FAST!
Your future is one click away. Hit Apply Now and start your new career from home this week. Spots are limited - don't wait!
Auto-ApplyCity Experience Manager, San Francisco - Velocity Black (Remote)
Richmond, VA jobs
Velocity Black, a Capital One company, harnesses the power of technology, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives.
From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts, our concierge team is available 24/7/365 via our proprietary app to support our customers and fulfill their requests. It's concierge, reimagined for the digital age.
What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way.
Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for.
What You'll do:
You will be responsible for the delivery of our promise to our members in San Francisco - 'localizing the core DNA of Velocity Black'.
Leveraging the global reach, resources and brand of Velocity Black with granular local expertise and up to the minute knowledge of the best San Francisco has to offer in order to develop the local member community.
Growing the community of high performance, HNW members in San Francisco
Managing the P&L for your city, ensuring it is utilized with the highest ROI with regard to maximizing the relevant KPIs.
Owning the Content & Engagement strategy for your city's member cohort.
Overseeing the conceiving of and execution of regular member events at inspired locations in your city.
You will work closely with our Membership, CRM, and Operations teams to ensure frictionless integration of city-level and corporate-level operations.
You will be responsible for the upholding of our Velocity culture throughout your teams - focused around high performance and exceeding customer expectations.
Our cultural pillars of Adaptability, Initiative, Yes First, Resilience and Ownership should be conspicuous in everything your team does.
You will need to be extremely organized, and able to move seamlessly from assisting a team member with a challenging customer situation, to assessing priorities and progress from strategic altitude.
Basic Qualifications:
High School Diploma, GED, or Equivalent Certification
At least 5 years experience in the hospitality industry in San Francisco, CA
Preferred Qualifications:
Strong relationship building skills, customer focus and ability to collaborate
Strong interest and knowledge of the hospitality market and industry
Ability to work quickly and efficiently under pressure
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $115,200 - $131,500 for Manager, Concierge Specialist
Richmond, VA: $115,200 - $131,500 for Manager, Concierge Specialist
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
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 Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Auto-ApplySr. Life Insurance Underwriter (Remote)
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we continually seek talented Senior Life Insurance Underwriters who can play a pivotal role in the company's expansion. Our thriving and dynamic community offers ample room for professional development, increased earning potential, and a secure work environment.
We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Sr. Life Insurance Underwriter? Globe Life is actively networking with experienced Sr. Life Insurance Underwriters who are open to new opportunities!
In this role, you will be responsible for evaluating life insurance applications, making critical decisions on risk selection, and determining whether to issue standard rates or decline applications. Guided by underwriting standards and written guidelines, you'll implement underwriting policies and procedures to efficiently process new business while also collaborating with other departments.
This is a remote / work-from-home position.
What You Will Do:
* Screen life insurance applications, including trial applications, to select risks and determine standard, rate, or reject disposition.
* Implement underwriting policies and procedures for new business processing and other department processes.
* Utilize Swiss Re Underwriting manual and internal company notes to implement medical guidelines.
* Report and interpret MIB codes, as well as evaluate results of oral saliva tests and agent verification calls.
* Review and assess motor vehicle records (MVRs), prescription histories (Rx), medical records (APSs), and paramedical exams/lab results.
* Respond to customer inquiries regarding dispositions and evaluate health information received with add-ons, modifications, and reinstatements.
* Act as the underwriting contact for top-level Agents for information and escalated issues, handling sensitive cases and positive drug screens.
* Manage aging cases and referrals from other underwriters and screeners.
* Assist in training underwriters and screeners and support other necessary underwriting areas as directed by department management.
What You Can Bring:
* Some college coursework; Bachelor's degree preferred; will consider 5+ years of life insurance experience in place of a degree.
* Required certifications: LOMA 280/281, LOMA 290/291; pursuit of FLMI preferred; consideration given to other industry courses.
* Mandatory certification in LOMA Underwriting (UND) and knowledge of medical terminology.
* Minimum of 3 years' experience in an Underwriter role or above.
* Daily application of critical thinking and complex problem-solving skills.
* Strong verbal and written communication skills.
* Proficiency in PC skills, including Excel, MS Word, and MS Outlook; familiarity with MS Access is a plus.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full-time and/or part-time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: 7677 Henneman Way, McKinney, Texas
Montgomery County Community Organizer
Nashville, TN jobs
The Equity Alliance (TEA) is a Tennessee-based 501(c)(3) nonpartisan grassroots organization led by award-winning Black women. We envision a society where Black communities are thriving and have equitable access to power, resources, and the freedom to choose our quality of life. Our mission is to unapologetically build independent Black political and economic power. We educate, empower, and mobilize Black people to take action and keep our government in check. As the
Tennessean's
2020 People of the Year, we are the leading Black-led organization in Tennessee that takes bold action to mobilize the Black electorate to be civically engaged, challenge systemic inequities rooted in white supremacy, and stand up against attacks on our democracy. The Equity Alliance shares staff with The Equity Alliance Fund, an affiliate 501(c)(4) social welfare organization. Learn more about The Equity Alliance at: theequityalliance.org.
Position Summary
The Equity Alliance is seeking an organizer to work in Clarksville and Montgomery County.
The organizer will develop relationships and deep understanding of community dynamics in targeted black
neighborhoods. The organizer will also coordinate organizing and canvassing efforts targeted to expand civic
engagement and increase voter registration on an on-going basis in these communities. The ideal candidate will
have a proven ability to foster coordination and cooperation among diverse groups and will be committed to
getting results in a fast-paced environment.
Essential Functions
The following are indicative of the essential functions required to perform this job successfully. Reasonable
accommodations may be made to enable individuals with disabilities to perform the essential functions. This
profile is not intended to be all inclusive of tasks and responsibilities required; it provides a description of the
critical responsibilities associated with this position.
• Build relationships and organize diverse communities
• Identify and work with trusted individuals and potential leaders
• Conduct and coordinate presentations and volunteer trainings
• Collect, record and help analyze data related to the community engagement work
• Lead community outreach, organizing, digital advertising, and canvassing efforts
• Recruit and manage volunteers for Get Out The Vote and voter registration activities
Contract Length:
This is a part time contract position
Expected to work 25 hours/week.
Compensation
Contractor will be paid $2,500 each month, paid at the end of the month.
Salary is not negotiable.
Qualifications
Education
• High school diploma or equivalent
Skills and background:
• Office 365 and Google Drive mastery
• Knowledge of office management systems and procedures
• Excellent communication skills
Experience:
• Experience working effectively and collaboratively with diverse populations
Competencies:
• Interpersonal & Communication Skills- must demonstrate interpersonal and communication skills that
result in effective information exchange with clients and direct reports
• Attention to Detail- must demonstrate the ability to recognize the component parts of a procedure and
verify its correctness and/or error
• Time Management- accurately evaluate and prioritize decisions and actions to be completed effectively
and timely
Environmental Conditions and Physical Demands:
• Manual dexterity sufficient to reach/handle items, works with the fingers, and perceives attributes of
objects and materials
• The employee must occasionally lift and/or move up to 50 pounds
• The employee is required to stand, walk, climb, kneel, stoop and balance
• The employee may occasionally have to work outside or walk through neighborhoods for canvassing events
Logistics
Ability to drive. Must have reliable transportation, a cell phone, and a valid driver's license.
Local travel required.
Work on evenings and weekends is required.
Must be flexible to support TEA events and attend planning and update meetings.
Job Location
Montgomery County, Tennessee
How to Apply
Qualified applicants should submit resume through the link in the job posting.
Candidates will be considered on a rolling basis.
IT Intern
Tuscaloosa, AL jobs
At Alabama Credit Union, we want you to feel good about your future. This placement opportunity is in the Information Technology Department (IT) at the corporate headquarters in Tuscaloosa, Alabama. The role of the IT Intern position is to prepare candidates for future work, educational, and citizenship responsibilities through education and experience. The IT Intern will gain real world experience and knowledge of information technology operations by assisting in IT activities, working under the supervision of the AVP of Network Administration to support ACU's technology requirements. We seek a problem-solving, analytically-minded, self-motivated, and well-organized individual to fill this position.
Start Date/Duration:
This internship is part-time (approximately 37.5 hours per week) and temporary (10 weeks).
The program begins on May 26, 2026 and runs through July 31, 2026. Work hours are Monday-Friday, 8:30-5:00.
The IT Intern will...
Lead or assist (skill-set dependent) on one or multiple projects in following areas: Technical support, system build-outs and setup, application rollout, process automation, new branch setup, portal update and documentation.
Participate in hands-on IT application and infrastructure experiences that will have a direct impact on ACU's operations.
Attend classes created to provide an edge in personal development.
Serve on community service project team that will focus on achieving measurable outcomes, to be determined by the team.
Provide friendly, accurate service to all members and employees.
Occasionally, the IT intern may be required to travel to area branches.
Requirements
IT Intern Qualifications
Successful IT Intern candidates will display the following:
• A desire to get it right- to uphold ACU's high service standards when working with members and co-workers; to go all-out in completing your work correctly, and to fix problems when they occur.
• An "I've got your back" attitude- All of our employees should carry out their jobs with the end result on our members and co-workers in mind. We will also rely on you to complete projects that benefit our employees and members. You have only ten weeks to learn from us, and we want to know that you can get the most out of it; Great punctuality and attendance are expected in order to make this happen. Ability to travel independently (including possession of a valid driver's license) is a must.
• A wish to make others smile- Courtesy, tact, and diplomacy; good oral and written communication skills so that you may confidently and competently share knowledge; and good organizational skills will support this.
• Never settling for less- We seek individuals who are pushing the envelope on their own personal and professional development. It is preferred that IT Intern candidates should have successfully completed coursework in Computer Science, Information Science, and /or MIS.
• A history of engaging your world- This includes positively impacting your community through service, and a desire to get involved to create positive experiences for others.
• Proficiency in computer applications, including Microsoft Word, Excel, and web-based applications; knowledge of Microsoft operating systems Windows 7/8; proficiency in Microsoft Office tools; strong ability to learn software programs; proficiency writing Batch or VB scripts, basic HTML web design and video editing; knowledge of Windows Server operating system, server applications and network systems; ability to handle troubleshooting issues related to hardware and software applications and HTML, Adobe Photoshop, and Web development skills.
Want to feel good about your career? Please apply for this position no later than February 13, 2026 at Alabama Credit Union Careers page: ******************
Please Note: Internships are not offered on a first come, first serve basis. We will not reach out to candidates until after the applications close on February 13, 2026. Final offers will be made no later than March 9, 2026.
Salary Description $14.00 an hour
Lead Account Executive - Global Operations (Remote-Eligible)
Chicago, IL jobs
The Lead Account Executive provides essential operational support for business partners. This includes project managing partner and product onboarding, as well as training partners on our proprietary tools and systems. The individual in this role will lead operational projects focused on implementing new products, releases, and solutions, while also resolving escalated customer issues. Furthermore, the role is responsible for managing operational relationships with complex and large partners, actively managing risk, and escalating any customer-impacting issues to management within day-to-day responsibilities.
Responsibilities:
Providing dedicated operational support to various stakeholders, including acquirers, network partners, issuers and processors
Conducting research on complex situations and troubleshooting issues related to end-to-end transaction processing, acceptance complaints and issuer launches
Supporting business development through the onboarding of new franchises, issuers, acquirers, processors, and software vendors, as well as assisting with contract negotiation and due diligence
Managing compliance with operating rules and regulations, coordinating certification and supporting participants through the semi-annual release process
Leading internal projects, ensuring documentation meets auditing requirements, and serving as a Subject Matter Expert (SME) on key authorization and settlement applications, internal systems and tools
Managing strategically important partners and driving continuous improvement by seeking holistic solutions for client-impacting issues
Client Engagement: This is a client-facing role requiring approximately 10% travel
Basic Qualifications:
High School Diploma, GED or equivalent certification
At least 6 years of payments industry experience within financial services
Preferred Qualifications
Bachelor's Degree in Business, Finance, Information Technology, Engineering
8+ years of payments industry experience within financial services
Experience influencing key stakeholders, executive level clients or internal business partners
Capital One is open to hiring a Remote Employee for this opportunity.
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $106,700 - $121,700 for Lead Account Executive
Riverwoods, IL: $106,700 - $121,700 for Lead Account Executive
Chicago, IL: $106,700 - $121,700 for Lead Account Executive
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
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 Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Auto-ApplyPart Time Bookkeeper
Nashville, TN jobs
Our Client is seeking a part-time Bookkeeper to handle day-to-day transactional accounting. The role will handle accounts payable, accounts receivable, payroll, and general ledger bookkeeping using Sage Intacct. Details:
Hours: 15-20 hours per week
Schedule: Hybrid; must work onsite one day per week (Tuesday preferred; Wednesday or Thursday possible)
Location: Sylvan Park area
Structure: Temp-to-perm opportunity
Requirements:
Minimum of 5 years of bookkeeping or accounting experience
Experience with Sage Intacct required
Proficiency in accounts payable, accounts receivable, payroll processing, and general ledger bookkeeping
Strong Excel and general computer skills
Ability to work independently and maintain accuracy under deadlines
Excellent communication and organizational skills
Availability to work onsite one day per week
Workforce Management Program Consultant
Pennsylvania jobs
At PNC, our people are the greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a(n) Workforce Management Program Consultant within PNC's Retail Banking Operations organization, you will be based in Pittsburgh, PA, or Cleveland, OH. Other locations may be considered within PNC's footprint.
This position is primarily based in a PNC location. Responsibilities may require time in the office ranging from periodically to regularly. Some responsibilities may be performed remotely, at manager's discretion.
We are seeking a results-driven, data-passionate individual to join our Retail Bank Operations Workforce Management team. This strategic role will shape the future of the workforce management program throughout the business, leveraging analytical expertise to deliver valuable insights, champion operational excellence, and implement innovative solutions that optimize workforce capacity.
Key Responsibilities:
* Collaborate closely with line of business production leaders to drive and infuse workforce management tools and insights within daily management routines.
* Serve as a trusted advisor to line of business managers by providing expert guidance on workforce management decisions, technologies, and strategies.
* Through formal end-to-end engagements, facilitate the onboarding of expanded workforce management technology features, and operationalize these tools as business wide standards.
* Maintain continuity and accuracy of the workforce management program as the Retail Bank Operations organization evolves in personnel, structure, or scope of responsibility.
* Interface with technology vendor partners to drive problem resolution and/or enhanced functionality.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Consults with line of business to evaluate and oversee an organization's operations or technology processes. Develops solutions to optimize process efficiency, reduce processing time, and mitigate risks.
* Conducts thorough business diagnostics to identify, quantify and prioritize value creation projects. Develops and presents business case to approval committees. Responsible for overseeing implementation deliverables, cost-estimates, cost-benefit analysis, and providing rationale to how process improvement opportunities will assist in accomplishing business objectives more efficiently.
* Uses broad knowledge to facilitate the redesign of organizational processes. Creates solutions that optimize process quality, efficiency, and cost.
* May lead efforts to improve the quality and/or minimize process cost. Utilizes data analysis and process modeling to craft appropriate solutions that meet business requirements. Prepares and may present recommendations to governance committees for approval. Assess risks associated with current and proposed processes against business objectives and ensures alignments with the bank's and unit's risk appetite and risk management framework.
* Consults with all levels of the organization to ensure that introduction of new processes is smooth and effective, and sustains or improves quality of output. Mentors individuals and teams to build capabilities. Leverages strong relationships with the Line of Business to ensure continuous improvement after initial implementation.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Change Management, Corporate Governance, Data Analytics, Process Efficiencies, Process Improvements, Risk Assessments
Competencies
Analytical Thinking, Consulting, Effective Communications, Flexibility and Adaptability, Influencing, Organizational Change Mgt, Organizational Savvy and Politics, Problem Solving, Project Management
Work Experience
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Pay Transparency
Base Salary: $68,000.00 - $119,600.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window
Generally, this opening is expected to be posted for two business days from 11/19/2025, although it may be longer with business discretion.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Commercial Associate Treasury Management Officer
Cleveland, OH jobs
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Associate Treasury Management Officer within PNC's Treasury Management Commercial Sales organization, you will be based in Cleveland OH.
This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Performs or assists in banking activities, including relationship management and/or product suite activities. Works under supervision and may have limited approval and/or exception authority.
* Identifies and appropriately mitigates different types of risk, such as regulatory, reputational, and operational. Manages risk and may help ensure quality for new and/or existing clients. May assist in the preparation of offerings and/or scorecards.
* Analyzes information and applies critical thinking skills to design and/or execute client solutions. This may include taking a transaction from request to booking and/or moving a selling conversation from proposal to closed business, inclusive of driving fee income through internal and/or external relationship management. Identifies and/or considers key factors in the decision-making process, such as internal policies/procedures, external regulatory requirements and clients' needs.
* Interacts with internal/external clients to gather or clarify information and/or expand existing client relationships to develop skills needed to independently generate revenue and deepen share of wallet. Articulates recommendations to customers in response to client servicing and product-related inquiries. As defined with the business, demonstrates ability to analyze, evaluate and mitigate risk by utilizing fundamental knowledge of internal policies.
* Participates in social learning, for example, identifies and networks with business representatives and peers and participates in mentoring, job shadowing and community outreach, to ensure appropriate foundations in credit, product and sales. May participate in formal learning recommended by the business to develop the skills needed to analyze, evaluate and inform on treasury product knowledge, industry benchmarking, and solution positioning.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Book Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
Competencies
Accuracy and Attention to Detail, Business Acumen, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities
Work Experience
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Pay Transparency
Base Salary: $45,000.00 - $109,500.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window
Generally, this opening is expected to be posted for two business days from 11/07/2025, although it may be longer with business discretion.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Member Experience Expert
Sylacauga, AL jobs
Looking for a personable, energetic team player. Someone who is not afraid to ensure our members feel welcomed and heard. This role help ensure our culture is clean, friendly, and well maintained. Our experts strive to ensure our members are happy, motivated, and getting an amazing experience every time they walk in. Must be willing to help clean and make calls when needed.
Pay:
$14.00 - $16.00 per hour
Job type
Full-time
Part-time
Weekly Day Range
Monday to Friday
Weekend availability
Shift
4-hour shift
8-hour shift
Compensation: $12.00 - $14.00 per hour
ABOUT WORKOUT ANYTIME: Workout Anytime 24/7 has earned a well-deserved spot on Entrepreneur's prestigious list of top 500 Franchises for 2024!
Atlanta-based Workout Anytime is a 24-hour, seven-day-a-week fitness concept with 180+ units across the U.S. Founded by fitness veterans John Quattrocchi and Steve Strickland, the company was formed to provide members with first-class fitness facilities at the lowest cost possible, deliver a profitable and affordable business model to franchisees and offer exciting career opportunities for its employees.
Mission
To provide a friendly, convenient, life-changing journey with passion.
Vision
To reshape the fitness community where everybody aspires to be the best they can be.
Values
Attitude - We drive a positive culture of confidence and enthusiasm by doing the right thing for all our members, partners, and staff.
Care - We provide our members, partners, and staff with an environment that is welcoming and respectful of each individual.
Excellence - We are committed to the success of our members and partners through the expertise and dedication of our team.
Strategic Drivers
Think Big
Keep It Simple
Do It With Integrity
Auto-ApplyFinancial Service Trainee - Albuquerque, NM - Customer Service
Albuquerque, NM jobs
Customer Service - Financial Service Representative - Full-Tme Schedules - Evenings and Saturday or Sunday Required! Compensation: $17.00 an hour, plus (evening, weekend, holiday) Shift Differentials of +$2-$5 an hour! Bilingual (Spanish) Shift Differential of +$1.00/an hour for those that qualify.
Hours: Our contact center is open 24 hours a day 7 days a week - more hours to serve our client's needs creates a variety of schedule options for our staff based on our business needs.
DESCRIPTION
In this exciting, fast-paced position, you will be responsible for providing remarkable customer service on behalf of Credit Unions/Banks nationwide by handling primarily inbound calls, as well as occasionally returning messages left by members/customers requesting a call back.
Summary: Service banking transactions on behalf of a credit union or bank by accessing sensitive information and completing the transaction in the various computer platforms. You will be responsible for protecting the account by ID verifying every caller (fraud prevention) along with answering and resolving a lengthy list of banking inquiries (not all inclusive): view and reconcile account and loan related inquiries, online banking issues, transfer funds, reorder checks, use third party platforms to resolve various issues (unblock debit cards, submit loan payments), view and explain why funds are on hold, and provide loan and deposit rates. A Financial Service Representative answers back-to-back calls and typically handles 10-12 calls per hour. You will also provide Product and Service Education to members/customers, as it relates to our Clients and have the opportunity to learn additional skills by cross-training within or outside of your department based on performance and/or business need.
Competencies:
* Language Skills: Ability to read, write, and comprehend complex instructions while clearly and professionally communicating in an accurate and timely manner.
* Mathematical Skills: Ability to accurately add, subtract, divide, and multiply to provide callers with accurate account data.
* Computer Skills: Type approximately 40 net words per minute and have the ability to troubleshoot basic computer issues.
* Physical Demands/Work Environment: While multi-tasking (reading, typing, and listening) the employee is regularly required to sit for an extended time, use a keyboard, and talk to callers via a hands-free headset. The noise level in the contact center is usually moderate, but at times there could be 100 employees on interactions. If working remotely, the noise level is minimal.
Essential Job Functions/Qualifications
* Experience with general banking knowledge/terminology and banking platforms (mobile, online banking) preferred
* Proficient typing, listening, computer, and reading skills
* Exceptional attendance record - ability to work scheduled days/evenings, Saturday or Sunday and some Holidays
* Quickly and efficiently navigate through several computer programs simultaneously while accurately documenting interaction details
* Excellent problem-solving skills with the ability to multi-task
* Ability to communicate clearly and professionally while effectively handling and diffusing challenging situations based on reason for call and
temperament of the caller
* Ability to manage and control emotions and stress while maintaining excellent customer service on all interactions
* Professional and upbeat attitude that thrives in a fast-paced environment
* Desire and ability to provide excellent customer service on every interaction
* Ability to meet the following metrics (not all inclusive): Monthly average talk time 7 minutes or less, Monthly average less than 12 minutes on chats, 98.5% or higher in-production status's, Monthly average wrap up time 40 seconds or less, and Monthly average Quality Review score 85% or higher
Work From Home:
Work-from-home eligibility is not guaranteed and will be based on performance and schedule adherence. Candidates must be prepared to work onsite as required.
EDUCATION
High school/GED or better (minimum)
OUR BENEFITS INCLUDE:
* Paid Training
* Shift Differentials ($2-$5 an hour) for hours worked in the evenings, weekends and observed holidays
* Spanish Bilingual Differential + Incentives for Eligible Bilingual Interactions
* Work-From-Home opportunity upon meeting all performance and attendance requirements, policies, and RWA eligibility requirements
* Relaxed dress environment
* Generous Paid Time Off - rest and relaxation!
* Year-round employee appreciation events and online recognition award program - you are awesome!
* Free Coffee at all LSI facility locations
* Medical, Dental and Vision Insurance for Full and Part-time employees (+30 hrs/wk)
* Life and Disability Insurance
* Pet Insurance
* Paid Volunteer Time Off - give back to your community!
* Educational Assistance and Employee-Assistance-Program
* 401k/Profit Sharing w/Safe Harbor Match
* Growth opportunities - 90% of leadership positions are filled from within!
Apply ONLINE at ****** LSIcareers.com!
Applicants, as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants, as well as employees are encouraged to contact the Human Resources Department to initiate the interactive process if a reasonable accommodation is needed to perform the essential job functions of the position. Accommodation Requests will be reviewed and approved or declined on a case-by-case basis.
Loan Originator / Officer
Cottontown, TN jobs
Loan Originator / Officer
Reports to: Branch Partner or Branch Manager
Department: Sales
Position Type: Full-Time or Part-Time
FLSA Classification / Type: Exempt / Sales Workers
Supervises: None
POSITION SUMMARY
ALCOVA Mortgage Loan Officers are experienced and passionate mortgage professionals who thrive in a fast-paced environment, originating residential and government mortgage while providing the highest level of customer service.
DUTIES AND RESPONSIBILITIES
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
Know and successfully apply the principles of:
Lending basics
Compliance
Loan documentation
Lending guidelines
Fiscal literacy
Deal structuring
Computer technology
Develop and use a strong Unique Selling Proposition (USP) with potential clients, clients and referral partners
Use excellent phone skills in generating leads, making sales presentations and communicating with clients and staff
Create and make face-to-face sales presentations to individuals or groups
Help create collateral presentation materials
Complete all loan applications thoroughly before sending to processor
Contribute to organizing and attending broker open houses
Build and manage electronic database of past clients, referral partners and potential clients
Successfully use creative marketing and sales practices to create new business
Understand and effectively utilize industry sales tools including: Mortgage Coach, The Perfect Loan Process, Mortgage Market Guide, etc
Build purposeful relationships with referral partners by:
Consistently attending networking groups
Consistently attending open houses
Consistently visiting referral partners
Becoming a community resource
Provide excellent customer service that adds value to leads, clients and referral partners through:
Contacting with a purpose of educating
Creating and distributing Gifts of Knowledge (GOK) materials
Building a multi-dimensional network of professionals for referral purposes
Utilize an effective personal time management system
Complete company reporting requirements accurately and in a timely fashion
Invest in your career through e-learning sites, seminars, business courses, literature and coaching
EDUCATION, EXPERIENCE, LICENSURE, AND COMPETENCIES
Must be actively and appropriately licensed as a Loan Officer and possess National Mortgage Licensing & Registry (NMLS) registration under the SAFE Act of 2008
Minimum of at least one year of experience in the mortgage field is required; two years of mortgage experience or previous sales support experience is preferred
Strong pipeline skills, with an ability to prioritize complex diversified responsibilities and multi-task in a fast-paced environment
Knowledge of federal and state fair lending requirements
Ability to work collaboratively with others
Excellent interpersonal and communication skills (verbal and written)
Strong customer service skills
Ability to use deductive reasoning
Working knowledge of Encompass and RESPA software
Proficient computer skills, especially Microsoft Office (Word, Excel, and Outlook) and Internet applications
Self-starting, self-reliant, highly motivated and dependable
Technologically savvy and comfortable learning new computer systems and programs
Ability to adapt to changing environments, situations, and job responsibilities
Ability to work flexible hours and overtime, if needed
Strong moral compass with high standards for workplace integrity
Compliance with all Bank Secrecy Act (BSA), Anti-Money Laundering (AML) laws, and Office of Foreign Asset Controls (OFAC) requirements is required. Employee must complete annual training in these areas
EXPECTATIONS & GUIDELINES
All loan officers will either be considered outside loan officers or inside loan officers depending upon the amount of time that will be spent in the office versus outside the office. As a condition of employment, Employee must always be able to meet any and all applicable qualifications and standards required for Loan Officer licensure under the SAFE Act. Employee must remain current on any and all applicable registration, licensing and training obligations required under the SAFE Act and/or any other state, federal or local laws pertaining to Loan Officer certification or standards. Employee is not entitled to commission on any loan originated at any time when Employee is not properly licensed. Employee may only originate loans in the state where s/he is licensed and Employee and/or his/her Branch are physically located.
WORK ENVIRONMENT
This job operates in a clerical office setting; climate controlled surroundings with adequate lighting and little or moderate noise when in the office. In this role, the individual routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
PHYSICAL DEMANDS
This is largely a sedentary role; however, some filing and photocopying is required. This would require the ability to lift files, open filing cabinets, and bend or stand as necessary.
EXPECTED HOURS OF WORK
Days and hours of work are Monday through Friday, 8:30 A.M. to 5 P.M. Evening and weekend work may be required, as job duties demand.
OTHER DUTIES
This position performs additional duties as assigned, given adequate guidance and resources. This Job Description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
EOE D/V/M/F
Auto-ApplyInsurance Verification Specialist (Remote)
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better.
Role Overview:
Could you be our next Insurance Verification Specialist? Globe Life is looking for an Insurance Verification Specialist to join the team!
In this role, you will verify life and health insurance applications directly with potential customers. This is a vital part of our Company's New Business and Underwriting process. The information you verify and gather directly affects whether the Company will decline or issue a policy.
This is a remote / work-from-home position. We have full-time & part-time positions available.
What You Will Do:
* Make outbound calls to potential customers to verify and document required information to finalize applications for underwriting assessment.
* Use the Quality Assurance database and conduct appropriate assessments on what additional customer information or verification is needed.
* Clearly explain the application process to potential customers.
* Accurately complete additional paperwork as needed.
* Maintain appropriate levels of communication with management regarding actions taken within the Quality Assurance database.
* Transfer calls to the appropriate department as needed.
* Successfully meet the minimum expectation for departmental key performance indicators (K.P.I's).
What You Can Bring:
* Minimum typing requirement of 35 wpm.
* Excellent oral and written communication.
* Superior customer service skills required - friendly, efficient, good listener.
* Proficient use of the computer, keyboard functions, and Microsoft Office.
* Ability to multitask and work under pressure.
* Knowledge of medical terminology and spelling is a plus.
* Excellent organization and time management skills.
* Must be detail-oriented.
* Have a desire to learn and grow within the Company.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full-time and/or part-time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've created a benefits package for full-time, eligible employees that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation is designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: McKinney, Texas
Loan Asst*
Roseville, CA jobs
Job Title: Licensed Loan Officer Assistant
Department: Production
Reports to: Branch Manager
FLSA Status: Non-Exempt
Prepared By:Human Resources
Management Approval: VP of HR
Salary: $20.00 - $25.00 per hour with ability to make 50 BPS per file bonus
***** THIS IS A PART TIME REMOTE POSITION*****
Summary: American Pacific Mortgage is seeking a Licensed Loan Officer Assistant to provide administrative and customer service support to our Loan Officers while maintaining and enhancing client relationships. This role is ideal for someone who thrives in a fast-paced, customer-focused environment and has a passion for the mortgage industry. The Loan Officer Assistant/Relationship Manager will play a critical role in ensuring a seamless loan process by assisting with loan applications, managing communications, and supporting the loan officer's efforts to meet clients' needs throughout the loan lifecycle.
Essential Duties & Responsibilities:
Loan Application and Processing Support:
Assist with Loan Origination:
Provide administrative support to Loan Officers by gathering necessary documents, inputting data into loan origination systems, and preparing loan applications.
Ensure all client documentation (pay stubs, tax returns, bank statements, etc.) is accurate and complete for timely submission to underwriting.
Review loan applications for completeness, verifying that all necessary paperwork is collected before submission to underwriting.
Communication and Follow-Up:
Maintain regular communication with clients, agents, and third-party vendors (such as appraisers, title companies, etc.) to provide updates on the status of loan applications.
Follow up on outstanding documentation, ensuring all requested items are submitted promptly and accurately.
Provide clear and timely updates to clients about the loan process, answer questions, and ensure a positive experience.
Coordination of Loan Processing:
Assist the loan officer in managing the pipeline of loan applications, ensuring that loans move smoothly from initial application to final approval and closing.
Collaborate with underwriters and processors to ensure that all conditions are met before submitting the loan for final approval.
Review and help manage conditions, follow up on loan status, and assist with final document preparation.
Customer Service and Relationship Management:
Client Relationship Building:
Build and maintain strong, positive relationships with clients, real estate agents, and other partners.
Serve as the point of contact for clients throughout the loan process, ensuring they feel informed, supported, and confident in their loan journey.
Handle client inquiries, resolve any concerns, and proactively ensure a smooth and positive experience.
Proactive Client Engagement:
Help identify client needs and provide timely solutions to improve the overall client experience.
Assist the Loan Officer in maintaining long-term relationships with clients by sending follow-up emails, making calls, and providing reminders about future mortgage needs, such as refinancing opportunities.
Help coordinate post-closing follow-ups to ensure client satisfaction and increase repeat business and referrals.
Administrative Support:
Document Preparation and Management:
Prepare loan files, ensuring that they are organized, complete, and in compliance with regulatory requirements.
Assist with the preparation of loan disclosures, and other required documents, ensuring timely and accurate delivery to clients.
Maintain accurate and up-to-date client records in the loan management system, ensuring compliance with privacy and regulatory guidelines.
Scheduling and Coordination:
Schedule meetings, phone calls, and client appointments for the Loan Officer.
Coordinate and manage loan officer's calendar to ensure maximum efficiency.
Ensure the Loan Officer is prepared for client meetings with all necessary information and documents.
Marketing and Business Development:
Support Business Development Efforts:
Assist in the creation of marketing materials, social media posts, and email campaigns to attract new clients and partners.
Help manage and track leads from real estate agents, builders, and other referral sources, and maintain a system to track referral relationships.
Support the Loan Officer with marketing events, webinars, and client appreciation activities to build business relationships and generate new loan opportunities.
Brand Representation:
Represent the Loan Officer and American Pacific Mortgage with professionalism and integrity at all times.
Participate in local events, client meetings, and networking opportunities to enhance visibility in the market.
Compliance and Industry Knowledge:
Compliance Adherence:
Ensure all client interactions, loan processing tasks, and document submissions comply with applicable federal, state, and local regulations.
Stay up-to-date with changes in mortgage industry regulations and standards and assist in ensuring compliance with these changes.
Product Knowledge:
Stay informed on available mortgage products, interest rates, and industry trends to effectively communicate options to clients and provide guidance.
Assist clients in understanding mortgage options and recommend the best solutions for their needs.
Supervisory Responsibilities: None
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Competencies: To perform the job successfully, an individual should demonstrate the following competencies:
Problem Solving - Superior analytical, evaluative, and problem-solving. Identifies and resolve problems promptly; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics.
Detail Oriented - Keen attention to detail
Interpersonal Skills - Proven leadership ability. Ability to set and manage priorities judiciously Maintains confidentiality; keeps emotions under control.
Oral Communication - Ability to present ideas in business-friendly and user-friendly language. Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; participates in meetings.
Written Communication - Writes clearly and informatively; edits work for spelling and grammar; presents numerical data effectively; able to read and interpret written information.
Teamwork - Ability to motivate in a team-oriented, collaborative environment. Contributes to building a positive team spirit.
Attendance/Punctuality - Is consistently at work and on time, ensures work responsibilities are covered when absent.
Dependability - Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; complete tasks on time or notifies appropriate person with an alternate plan.
Initiative - Exceptionally self-motivated and directed. Volunteers readily; undertakes self-development activities; seeks increased responsibilities.
Innovation - Displays original thinking and creativity; generates suggestions for improving work.
Education & Experience:
2+ years of experience in the mortgage or real estate industry is preferred.
Experience in customer service or relationship management is a plus.
Strong administrative and organizational skills, with experience supporting loan officers or other financial professionals.
Technical Skills:
Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
Experience with loan origination software (e.g., Encompass, Calyx, or similar systems) is a plus.
Familiarity with mortgage regulations and documentation is preferred.
Licensing:
Mortgage Loan Originator (MLO) license or the ability to obtain it is required.
Skills:
Industry Specific Skills: Ability to establish and maintain effective accounting systems and procedures. Ability to analyze large volumes of data related to complex processes, and visually present the results in a clear and concise manner.
Language Skills: Ability to read and interpret documents and writes routine correspondence. Ability to speak effectively with customers/vendors or other employees.
Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.
Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situation.
Computer Skills: Advanced proficiency in Excel. Attention to details in the accuracy and presentation of reports.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to walk and stoop.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level and temperature in the work environment is usually moderate.
This does not promise or imply that the functions listed are the only duties to be performed or that the position may not change or be eliminated.
The Company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the Company reserves the right to change this position description and/or assign tasks for the employee to perform, as the Company may deem appropriate.
Auto-ApplyTravel Universal Banker - Part Time
Lexington, SC jobs
United Community Bank is looking for a part-time Travel Universal Banker. As a Travel Universal Banker, you will have the opportunity to deliver excellent experiences for customers and prospects. This position is cross trained to provide service for both the teller and platform responsibilities at our branch locations. In addition to assisting with everyday transactions, you will have the opportunity to help with customer resolution and financial wellness by having needs-based conversations and identifying appropriate solutions.
The Traveling Universal Banker role is responsible for traveling daily to branches within a specific market area.
What You'll Do
* This position requires up to 100% travel within designated market area
* Maintain extensive knowledge of retail bank products and services and look for opportunities to strengthen existing customer relationships and develop new relationships by understanding customers' needs while considering perspectives and priorities of different customers
* Promote, explain, open and renew (where applicable) financial institution services such as consumer loans (excluding real-estate loans), IRAs, Certificates of Deposit, safe deposit boxes, etc.
* Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions and appointment setting
* Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions
* Perform transactions of a paying and receiving teller such as receive checks for deposit to accounts, verify amounts, examine checks for proper endorsement, cash checks and process withdrawals; Place holds on accounts for uncollected funds, daily balancing of cash drawer
* Educate customers on options for managing transactions using technology and all other tools and resources available
* Apply product and service knowledge to effectively solve customer problems
* Assist other staff in serving customers, answering telephones and performing other duties as necessary
Requirements For Success
* NMLS license
* Minimum 3 years of retail sales experience
* 1+ years of experience working in a financial institution
* Ability to work a flexible schedule and to accommodate travel to different branches as needed
* Knowledge of consumer credit structuring and lending practices
* Demonstrated analytical, accuracy and problem-solving skills
* Strong verbal and written interpersonal communication skills
* Experience with using and demonstrating digital products and self-service technologies
Conditions of Employment
* Must be able to pass a background and credit check
* This is a part-time non-remote position
Pay Range
USD $18.00 - USD $23.74 /Hr.
Financial Services Specialist (Remote)
Georgia jobs
About Us
We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally.
Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role.
Role Description
Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work
Conduct Financial Needs Analysis to uncover financial goals of the client
Formulate tailored financial plans for them
Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf
Conduct semi annual and annual reviews
Experience
All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more.
Helpful traits and skills include:
Entrepreneurial Mindset
Leadership
Self-Motivation
Organization & Initiative
High Ambition & Positive Energy
Work Schedule & Benefits
Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment.
Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities.
Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience.
Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families.
Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels.
Compensation
Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000
Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals
Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month)
Non-Negotiable Qualifications
Willingness to get licensed in 7-10 days via a state-approved course
Ability to pass a background check
Legally authorized to work in the United States
No Felonies
Find us on:
Instagram | LinkedIn | TikTok | GFI Website
ICLS - Client Onboarding - GB Onboarding Specialist
Nashville, TN jobs
Your role Are you a problem solver with strong communication skills, eager to excel in a client-facing environment? As a Global Banking Onboarding Specialist, you'll play a hands-on role in strengthening our U.S. growth strategy by directly engaging with clients, their counsel, and internal stakeholders to collect and analyze client KYC information. In this role, you'll build relationships, ensure compliance with AML/KYC requirements, and facilitate a seamless onboarding journey to support the Global Banking business - an integral part our Investment Bank. Your ability to foster collaboration and drive efficient onboarding will directly contribute to our expanding global footprint, offering you unparalleled exposure to investment banking, client relationship management, and AML/KYC compliance.
Responsibilities:
* Liaise with internal personnel on the application of KYC policy
* Understanding of the 5 pillars of an AML program
* Maintaining knowledge of appropriate BSA and OFAC laws and regulations with a view to review / challenge internal teams where required
* Liaise with internal teams to discuss UBS KYC/AML requirements, policy and document client information
* Interact with clients and internal teams to obtain KYC and other compliance information and documentation;
* Liaise with internal teams to ascertain information on the purpose of client accounts, transaction volumes etc.;
* Review incoming documents for clients according to UBS KYC /Anti-Money Laundering Program (AML) policies
* Retain records of all information relied upon to complete KYC
* Perform basic, additional and enhanced due diligence KYC reviews for new and existing customers
* Escalate any unusual activity / transaction activity changes to compliance and the business
* Review and evaluate recent negative news related to clients;
* Ensure UBS has a clear understanding of the clients KYC risks
* Understanding of how risk factors impact client risk rating
* Understanding on how sanctions, ABC, terrorist financing impact the risk profile of the client
* Act as a subject matter expert in the execution and implementation of KYC rules and polices
* Understanding of how an Investment Bank works
* Understanding of Investment Bank products and services
* Escalate issues to management as appropriate
* Handle sensitive and confidential information in accordance to UBS firm policy
* Contribute to continuous improvement of processes and services
* Understanding impact of technology and how it can aid in improving quality of a process
Detailed salary information:
* Nashville: the salary range for this role is $57500 to $72500
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #team UBS and make an impact?
Your expertise
* Experience in conducting KYC for institutional clients
* Ability to analyze client information and documentation to facilitate account opening
* Organizational skills, detailed oriented, motivated, and ability to work independently
* Have strong written and verbal communication skills
* Work well under pressure and ability to handle deadlines
* Time management skills and ability multitask
* PC proficient (MS Office) and extensive knowledge in online research
* Dedicated team player with a can-do attitude
* Troubleshoot and resolve issues in a timely manner
* Attention to detail with strong follow-up and good judgment
About us
UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
City Experience Manager, San Francisco - Velocity Black (Remote)
Montgomery, AL jobs
Velocity Black, a Capital One company, harnesses the power of technology, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives. From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts, our concierge team is available 24/7/365 via our proprietary app to support our customers and fulfill their requests. It's concierge, reimagined for the digital age.
What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way.
Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for.
**What You'll do:**
+ You will be responsible for the delivery of our promise to our members in San Francisco - 'localizing the core DNA of Velocity Black'.
+ Leveraging the global reach, resources and brand of Velocity Black with granular local expertise and up to the minute knowledge of the best San Francisco has to offer in order to develop the local member community.
+ Growing the community of high performance, HNW members in San Francisco
+ Managing the P&L for your city, ensuring it is utilized with the highest ROI with regard to maximizing the relevant KPIs.
+ Owning the Content & Engagement strategy for your city's member cohort.
+ Overseeing the conceiving of and execution of regular member events at inspired locations in your city.
+ You will work closely with our Membership, CRM, and Operations teams to ensure frictionless integration of city-level and corporate-level operations.
+ You will be responsible for the upholding of our Velocity culture throughout your teams - focused around high performance and exceeding customer expectations.
+ Our cultural pillars of Adaptability, Initiative, Yes First, Resilience and Ownership should be conspicuous in everything your team does.
+ You will need to be extremely organized, and able to move seamlessly from assisting a team member with a challenging customer situation, to assessing priorities and progress from strategic altitude.
**Basic Qualifications:** ** **
+ High School Diploma, GED, or Equivalent Certification
+ At least 5 years experience in the hospitality industry in San Francisco, CA
**Preferred Qualifications:**
+ Strong relationship building skills, customer focus and ability to collaborate
+ Strong interest and knowledge of the hospitality market and industry
+ Ability to work quickly and efficiently under pressure
**At this time, Capital One will not sponsor a new applicant for employment authorization for this position.**
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $115,200 - $131,500 for Manager, Concierge Specialist
Richmond, VA: $115,200 - $131,500 for Manager, Concierge Specialist
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
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 Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Teller I (PT)
Moulton, AL jobs
The part time teller is responsible for providing exceptional customer service to consumer and commercial customers by conducting cash, deposit, and withdrawal transactions efficiently and accurately while in compliance with established policies and procedures. Under the direct supervision of the Head Teller, the part time teller also assists new and existing customers with financial needs and offers products and services to fulfill those needs.
Essential Functions
This position requires flexible hours.
Relationship Development
Identifies and meets customer needs through sales and service with focus on deepening customer relationships
Actively listens for opportunities to cross-sell additional products and services
Answers customer inquiries and refers customers to the appropriate bank representative for specialized products and services
Answers phone courteously within three rings or less
Demonstrates Raving Fans behaviors and use of the Winning Play while creating exceptional customer experiences
Resolves customer complaints regarding sales and service
Branch Operations
Maintain an adequate cash drawer at all times; this includes buying and selling currency to and from the vault, as necessary
Conducts cash, deposit, loan, deposit and withdrawal transactions accurately
Balances cash drawer in accordance with Bank procedures and regulations
Perform as a team member in allocating and coordinating the work flow
Contribute to the fulfillment of the department and bank objectives and goals
Processes night deposits
Completes Teller Hours Worksheet accurately and in a timely manner
Prepares compliance forms, such as, Monetary Instrument Log (MIL), Currency Transaction Report (CTR), etc. accurately and in a timely manner
Operates bank equipment, such as, teller machine, currency counter, cash advance machine, typewriter, etc.
Issues Official Checks and Money Orders
Trains with Head Teller to perform Head Teller duties
Attends branch meetings
Processes credit card cash advances
Performs other duties as assigned
Compliance
Adhere to all regulatory requirements and bank policies and procedures
Resolves any discrepancies involving Currency Transaction Reports (CTR), Monetary Instrument Log (MIL) in a timely manner
Notifies Head Teller of any outage before close of day
Adheres to the Cash Control Procedures
Ensures teller area is secure and all security requirements are followed
Completes required online training assignments in a timely manner
Working Conditions
Generally good with little exposure to noise, extreme temperatures, dust, or other adverse factors.
Considerable effort and eyestrain from continuously verifying accuracy of all work leaving the department.
May be required to stand for long periods of time while providing teller service.
Minimum Level of Preparation and Training
High School diploma or equivalent
One year previous experience with direct customer service interaction required
Previous experience handling cash transactions preferred
Required Abilities, Knowledge, and Skills
Ability to further develop consumer and commercial relationships and cross-sell additional products and services to match customer's needs and wants
Ability to develop knowledge of the bank's products, services, and processes
Ability to accomplish multiple objectives in a fast paced environment
Ability to develop a thorough understanding of bank specific software and other basic office equipment
Excellent communication, team-work, and customer service skills
Strong organizational, time management, and presentation skills
Working knowledge of Microsoft Office Applications, such as, Work, Excel, and Outlook
Employees are required to perform other duties as assigned by management that may not be listed. Management reserves the right to change this job description as needed.