Sr. Manager/Sr. Counsel - Commercial Real Estate - Agency Finance (Hybrid)
McLean, VA jobs
* Providing legal support to Agency Finance as a trusted advisor and strategic partner to the transaction teams and other internal partners* Partnering with Agency Finance business partners, Risk and Compliance to evaluate GSE and/or FHA program requirements and develop policies and procedures for compliance, monitoring and reporting* Tracking and managing negotiation of sub-servicing documentation in connection with Freddie Mac securitizations and assist with interpretation of sub-servicing obligations for existing securitizations from an asset management and servicing perspective* Engaging and overseeing outside legal counsel in an effective and efficient manner* Partnering collaboratively with other internal counsel and business teams in the Commercial Bank and across the enterprise* Advising Commercial Bank business partners on communications with external parties, including customers, regulators, partners, industry trade groups and outside law firms* Providing thought and strategic leadership on relevant industry and regulatory developments* Leading projects such as the development of negotiation guidelines and training sessions* Partnering with the Operations team to drive process improvements* Juris Doctor from an accredited law school* Active member in good standing of at least one state bar* At least 4 years of experience as an attorney in a law firm, at a government agency, as a military judge advocate or as in-house counsel* At least 2 years of legal counsel experience focusing on multifamily agency finance transactions* 5+ years of experience in a law firm, in-house legal department, or a combination with a focus on multifamily agency finance transactions (working with Fannie Mae and/or Freddie Mac related transactions)* Working knowledge of commercial real estate lending issues involving title insurance, surveys, zoning, and flood, casualty/liability insurance* Excellent oral and written communication skills* Strong ability to quickly understand the business needs and partner with the business Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
#J-18808-Ljbffr
Bilingual 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 Make Tomorrow Better.
Role Overview:
Could you be our next Bilingual Customer Retention Representative? Globe Life is looking for a Bilingual Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who are considering cancellation or have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This is a remote / work-from-home position. We have full-time and part-time positions available with morning and evening shifts.
What You Will Do:
* Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options.
* Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
* Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
* Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
* Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
* Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
* Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
* Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
* Must be fully bilingual in English and Spanish, with the ability to speak, read, and write fluently in both languages.
* High school diploma or equivalent.
* Basic Microsoft Office Skills, including Word, Excel, and Outlook.
* Minimum Typing speed of 30 wpm.
* Experience in a call center environment preferred.
* Some experience in insurance and/or sales is preferred.
* Excellent verbal and written communication skills.
* Ability to solve complex policyholder issues with a positive attitude.
* Ability to work in a fast-paced environment and work well under pressure.
* Knowledge of life and/or health insurance terminology preferred.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full-time and/or part-time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've created a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: 7677 Henneman Way, McKinney, Texas
PGIM - RFP Associate (Hybrid)
Newark, NJ jobs
Job Classification:
Sales - SalesA GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE
As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can!
What you will do
We are looking for an astute, determined professional like you to join our RFP team as an RFP Associate. The team sits within the Business Development organization and collaborates closely with Product Strategy and Portfolio Management. This rewarding opportunity will enable you to make a big impact in our organization, so if this sounds exciting, then PGIM might be the place.
This is a hybrid role based in Newark, NJ, where the team is working 3 days a week in the office.
What you can expect
Assist with RFP requests, investor diligence inquiries, and market surveys
Track, coordinate, and complete requests
Confirm source-data accuracy and appropriate application in responses
Ensure clarity, brevity, and consistency
Coordinate with internal stakeholders (portfolio teams, business development, legal, compliance, and others) to:
Gather information and tailor responses
Ensure timely delivery of proposals
Project-manage document completion
Fulfill internal requests for information used for standard and ad hoc client reporting
Manage Consultant Database Updates
Maintain updated content in our RFP database
Collaborate with a team of experienced RFP / Investor Services colleagues located across the globe
What you will bring
3+ years' minimum experience working within the investment management industry, with a focus on RFP writing & DDQ processes or Investor Services
Strong written/verbal communication and quantitative skills
Advanced knowledge of Microsoft office suite, using styles and formatting in Word and Excel
Outstanding project management, relationship management, and organizational skills
Ability to work in a fast-paced, deadline-driven environment
High degree of professionalism and client service mindset
Excellent writing, verbal, and editing skills
What will set you apart?
Knowledge of Private Credit &/or Private Real Estate (Equity/Debt) markets
*PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.
Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $90,000 - $115,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits.
#LI-Hybrid
#LI-SC1
What we offer you:
Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-funded pension plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
Auto-ApplyPGIM Quantitative Solutions, Sr Investment Associate, Implementation Researcher
Newark, NJ jobs
Job Classification:
Investment Management - Portfolio Research
A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE
As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.
We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers!
If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can!
The implementation research team is responsible for researching, developing, and implementing the algorithms that drive these capabilities.
What you can expect:
Design, maintain, and enhance portfolio optimization models to support equity investment strategies.
Research and model transaction costs to improve implementation efficiency and portfolio outcomes.
Work closely with trading desk to analyze executions, updates cost models and improve the trading process for client portfolios.
Evaluate and integrate academic and practitioner research into portfolio construction and optimization processes.
Collaborate with portfolio managers and investment professionals to translate quantitative insights into actionable strategies.
Communicate complex quantitative findings clearly to both technical and non-technical stakeholders.
Contribute to the continuous improvement of investment processes through innovation and empirical research.
What you will bring:
Bachelor's degree in Finance, Economics, Mathematics, Statistics, Computer Science, or a related STEM field.
Relevant experience in quantitative finance, portfolio management, or a related field.
Proficiency in Python.
Strong practical experience with empirical research techniques.
Demonstrated ability to manage and analyze large datasets effectively.
Familiarity with portfolio optimization techniques and trade cost analysis.
Ability to critically evaluate and apply academic and practitioner research.
Excellent communication skills with a proven ability to explain complex concepts clearly.
Self-starter with strong problem-solving skills, creativity, and initiative.
What will set you apart:
Master's degree
Experience with additional programming languages or tools (e.g., AMPL, CPLEX, GUROBI) is a plus.
Able to work in a team environment while taking individual responsibility for the quality and accuracy of his/her work.
Excellent time management skills; work efficiently under the pressure of deadlines.
PGIM believes in the Power of a Hybrid work arrangement. The Power of Hybrid is both the flexibility of work from home, as well as the networking and career development of in-person work with colleagues through weekly anchor day(s). This position will work a hybrid schedule in our Newark, NJ office.
Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The base salary range for this role is from $150,000.00 to $170,000.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
About PGIM Quantitative Solutions Group Our Business:
PGIM Quantitative Solutions is the quantitative, multi-asset and liquid alternatives specialist of PGIM. For more than 45 years, PGIM Quant Solutions has helped investors around the world solve their unique needs by leveraging the power of technology and data as well as advanced academic research. PGIM Quant Solutions manages portfolios across equities, multi-asset and liquid alternatives and offers defined contribution solutions. For more information, please visit PGIM Quantitative Solutions
#LI-CR1
#LI-Hybrid
What we offer you:
Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-funded pension plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
Auto-ApplyVideographer/Graphic Designer
Richwood, OH jobs
Job Description
Videographer/Graphic Designer
At Richwood Bank, our purpose is to inspire, protect, and celebrate anything that makes communities thrive.
Have you ever wanted to work for a company that exceptionally lives its values? One hundred and fifty years ago, we began as a small community bank. Today, we are still a community bank - as well as a payroll processing team, a marketing agency, a coffee shop, and more. We have flipped the switch on traditional banking. Yet, we have always aimed to provide the very best customer experience, contribute to the greater good of our local communities, and make every effort to be the best employer in the area with a company culture that works hard to develop, recognize, and award its team members.
Richwood Bank has a comprehensive benefits package for full-time employees including, but not limited to, medical and wellness program, dental, vision, employee assistance plan, life insurance and supplemental short-term disability. Full time and part time employees have access to a 401(k) plan, an enhanced Wellness program, tuition reimbursement, and tons of professional development opportunities!
The Videographer/Graphic Designer plays a leading role in creating compelling video content that brings our brand and our clients' stories to life. This position focuses primarily on videography - including shooting, editing, and producing a wide range of video materials such as interviews, commercials, drone footage, and b-roll. In addition, this role supports the marketing team with graphic design projects and visual assets as needed.
Richwood Bank prides itself on a unique culture and all team members should be active and engaged participants.
Essential Functions
Lead the creation and execution of video projects-from concept through final edit-including storyboarding, filming, and post-production.
Capture high-quality footage for marketing campaigns, social media, and internal communications.
Edit and produce videos that align with branding and storytelling goals.
Operate and maintain video, audio, lighting, and drone equipment.
Develop supporting graphic design materials such as advertisements, social media graphics, newsletters, invitations, and digital marketing assets.
Collaborate with the marketing team to ensure cohesive visuals across video and design mediums.
Assist with proofreading and ensure all deliverables meet branding and quality standards.
Maintain confidentiality, professionalism, and a strong team-focused attitude.
Maintain assigned work hours
Work with others in a team environment
Perform other tasks assigned by Director of Marketing
Ensures work completed is accurate and appropriate. Verifies and validates all data to confirm accuracy and reliability. Paying close attention to details of all information received and entered.
Assist clients from diverse industries
Skills and Abilities
3-5 years of experience in videography and editing, with strong design capabilities.
Proven ability to shoot, light, and edit high-quality video content.
Proficiency with Adobe Premiere and After Effects required; experience with Illustrator, Photoshop, and Adobe Creative Cloud Suite a plus.
Strong creative eye for composition, motion, and storytelling.
Excellent communication, organization, and multitasking skills.
Ability to work independently in a fast-paced, high-quality environment.
Drone licensure and experience strongly preferred.
A passion for creative work that supports community and client success.
Education
Bachelor's degree in graphic design or equivalent experience
Drone Licensure & continuing certification
Equal Opportunity Employer/Disability/Veterans. Richwood Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
PGIM Quantitative Solutions - Senior Executive Assistant
Newark, NJ jobs
Job Classification:
Corporate - Administration
A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE
As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.
We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers!
If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can!
What you will do:
As a Senior Executive Assistant to the PGIM Quantitative Solutions Investments Team, this role requires the ability to anticipate needs, with a consistent focus on forward-planning. Candidates must have a proven track-record in supporting senior-level management in a fast-paced environment. Success in this Senior Executive Assistant role includes exercising superior judgment, exceptional time management skills, developing strong, collaborative relationships across multiple constituents to move things ahead, and acting as an extension of the Investments team in all communications.
What you can expect:
Assist with day-to-day management of Quantitative Equity and Multi-Asset Solutions investment teams including but not limited to preparing and coordinating communications, calendar management, meeting logistics for internal and external appointments and facilitating changes to daily events as necessary.
Coordinate complex international travel logistics across multiple time zones and regions, leveraging deep knowledge of global geographies, visa requirements, and cultural nuances to ensure seamless travel experiences.
Organize and maintain calendars, including scheduling large meetings with senior-level executives within PQS, PGIM and Prudential broadly
Assist with client meetings - including agenda, meeting materials, logistics such as catering, security clearance, coordination of prep meetings, and compliance pre-approvals, if applicable.
Prepare and produce PowerPoint presentations and Word documents
Produce communications, presentations, reports, and analysis, as needed
Professional representation and handling of all written and verbal communications.
Streamline and organize data and documentations with a keen eye for detail and maximizing efficiency.
Participate in coordinating PQS employee and volunteer events as part of PQS's administrative staff shared responsibility.
Back up support to Executive Assistant to Head of PQS.
Collaborate with the PQS Admin Team to support ad hoc projects and broader team initiatives
What you will bring:
Ability to communicate across teams about priorities and business objectives
Minimum of six years of experience as an Executive Assistant supporting senior-level management
Advanced proficiency of PowerPoint and Word
High level of integrity, discretion and judgment in handling highly sensitive, confidential information
Prior experience in the financial services industry
Flexibility to work overtime
What will set you apart?
Bachelor's Degree strongly preferred
Ability to work independently but also partner as a team player
Knowledge of Concur and Workday a plus
PGIM believes in the Power of a Hybrid work arrangement. The Power of Hybrid is both the flexibility of work from home, as well as the networking and career development of in-person work with colleagues through weekly anchor day(s). This position will work a hybrid schedule in our Newark, NJ office.
Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $90,000 to $105,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
About PGIM Quantitative Solutions Group Our Business:
PGIM Quantitative Solutions is the quantitative, multi-asset and liquid alternatives specialist of PGIM. For more than 45 years, PGIM Quant Solutions has helped investors around the world solve their unique needs by leveraging the power of technology and data as well as advanced academic research. PGIM Quant Solutions manages portfolios across equities, multi-asset and liquid alternatives and offers defined contribution solutions. For more information, please visit PGIM Quantitative Solutions
#LI-MM1
What we offer you:
Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-funded pension plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
Auto-ApplyWork From Home Data Entry Work , Earn $1600 Per Week (Remote)-United States
New York jobs
Entry-level job - Remote Work From Home. Full or part-time placements readily available from home. With or without experience we encourage all applicants to apply. We are seeking candidates curious about collaborating with companies that are working with workers for remote at home positions. Both full-time and also part-time opportunities are readily available in a variety of career fields including yet not limited to data entry, marketing, customer service and assistance, clerical, as well as administrative. Prospects with experience in within sales, outside sales, and also retail sales are additionally encouraged to apply on our web site. If you can work on your own from home as well as are self-motivated you would be a fantastic fit. Perfect candidates ought to appreciate such work as email customer support, data entry, social networks posting and also reviewing products. Data entry clerks come from all various backgrounds including customer service, sales assistance, clerical, secretary, administrative assistant, receptionist, call center, part-time, retail areas & more We are wanting to speak with you. Please apply on our site today! Requirements: Computer with internet access Peaceful working area far from interruptions Willingness to take instructions
Required Skills:
Data Entry
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-ApplySenior Planning & Analysis Associate - PGIM Finance (Hybrid)
Newark, NJ jobs
Job Classification: Finance & Accounting - Finance & Accounting A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.
We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers!
If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today.
At PGIM, You Can!
What you can expect:
* Assist in the annual budgeting and quarterly forecasting processes
* Collaborate with team members and business partners to gather and analyze financial data
* Help maintain financial models and tools (e.g., Anaplan) used for forecasting and planning
* Prepare and review monthly and quarterly financial reports, including variance analysis
* Support the development of presentation materials for leadership meetings
* Participate in benchmarking studies and competitive analysis
* Contribute to process improvement initiatives within the finance team
* Gain exposure to strategic projects and cross-functional collaboration
The current employee work arrangement for this position is Hybrid and requires your on-site presence on a reoccurring basis as determined by your business. Your manager will provide additional details relative to the specific number of days you are expected to be on-site.
What you will need:
* Bachelor's degree in Finance, Accounting, Economics, or a related field
* Strong analytical and problem-solving skills
* Excellent attention to detail and organizational abilities
* Effective written and verbal communication skills
* Proficiency in Microsoft Excel and other MS Office tools
* Eagerness to learn, grow, and contribute in a team-oriented environment
* Internship or academic project experience in finance or data analysis is a plus
* PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.
Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $70,000 to $80,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.
What we offer you:
* Market competitive base salaries, with a yearly bonus potential at every level.
* Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
* 401(k) plan with company match (up to 4%).
* Company-funded pension plan.
* Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
* Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
* Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
* Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
Auto-ApplyCustomer Retention Manager (Hybrid)
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 Customer Retention Manager? Globe Life is looking for a Customer Retention Manager to join the team!
In this role, you will be responsible for directly managing up to 5 production supervisors who oversee teams of part-time Customer Retention representatives and department Team Leads that provide support to the contact center. This role involves providing ongoing guidance, coaching, and professional development opportunities to drive team growth while creating and maintaining a motivating work environment that inspires staff to consistently meet and exceed performance standards.
The position requires establishing and maintaining the highest standards of quality and productivity across all contact center operations. The manager serves as the primary escalation point for operational issues and strategic decision-making, analyzing daily performance metrics, and proactively implementing data-driven improvement strategies to drive consistent achievement of departmental Key Performance Indicators and organizational objectives.
The role involves partnering with Recruiting to assess staffing needs and ensure optimal team capacity. The manager collaborates with Human Resources to maintain consistency in policy application and appropriately handles disciplinary actions while ensuring detailed, confidential documentation. Additionally, the position ensures all HR processes and personnel actions comply with company policies, procedures, and legal requirements.
This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday).
What You Will Do:
* Manage a diverse team of full-time and part-time staff across multiple levels, including Supervisors, Team Leads, and Call Center Representatives.
* Conduct comprehensive annual performance reviews for direct reports and ensure supervisors complete timely evaluations for their team members.
* Ensure supervisors fulfill all responsibilities as outlined in the Customer Retention Supervisor Expectations document.
* Collaborate with senior leadership to develop strategies and ensure timely, effective implementation.
* Leverage technology solutions to optimize multi-channel contact methods and increase customer response rates.
* Monitor and evaluate departmental tests and policy changes to ensure expected performance while identifying and addressing adverse trends.
* Establish and maintain comprehensive documentation for all business processes with appropriate controls.
* Utilize data-driven analysis to continuously optimize call center operations and performance metrics.
* Serve as Subject Matter Expert across all areas of responsibility, providing guidance and expertise to the team.
* Support testing and implementation of new programs and technologies within the contact center environment.
* Partner with the training team to develop and maintain current, effective training programs for new hires and existing representatives.
* Communicate with Agency field operations as needed to ensure alignment and support business objectives.
* Complete ad hoc requests, as needed.
What You Can Bring:
* High School Diploma or Equivalent.
* Associate degree and/or equivalent work experience.
* Minimum 5 years' experience in telemarketing/sales management.
* Life insurance or financial industry experience preferred.
* Technical Proficiency: Advanced computer skills in MS Office Suite and ability to quickly adapt to evolving technology solutions that address business needs.
* Analytical & Strategic Thinking: Strong data analysis capabilities with the ability to translate insights into actionable business recommendations for senior leadership.
* Leadership & Communication Skills: Exceptional ability to communicate progress, results, and strategic initiatives to senior leaders while setting clear direction for telemarketing/telesales functions.
* Team Development Skills: Proven expertise in developing, motivating, and retaining high-performing staff members.
* Problem-Solving Skills: Excellent critical thinking and problem-resolution skills with a results-oriented mindset.
* Training & Development Skills: Demonstrated ability to design and deliver effective training programs for telemarketing/telesales teams.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full-time and/or part-time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 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
Investment Banker, M&A (West Coast)
Menlo Park, CA jobs
Your role We're looking for an Investment Banker to: * Assist in the origination and execution of M&A transactions for domestic and foreign corporate and private equity clients * Work on major workstreams of M&A transactions including diligence, the development of financial projections and analyses, and all client deliverables
* Independently prepare, interpret, and discuss analytical data
* Present to internal and external clients effectively and with confidence
* Collaborate with colleagues across the globe to provide clients with seamless transaction execution
* Generate new ideas and creative approaches that push the business forward
* Make sound and balanced judgments (and always within professional, ethical, regulatory, and legal standards)
Detailed salary information:
* San Francisco, Menlo Park: the salary range for this role is $275000 to $275000
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 originating and executing public and private M&A transactions as well as relevant M&A structuring
* Ability to work effectively with both corporate and private equity clients
* Strong analytical skills and proficiency in all relevant financial analyses
* Demonstrated track record of taking initiative and managing teams
* Undergraduate degree and MBA or JD
* LI-UBS
* UBS-MOGUL
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?
Customer Consultant I - 19 hours (Hybrid)
Naugatuck, CT jobs
Job Type: Hourly, Part Time - Hybrid Schedule: Wednesday, Thursday, Friday 3:00PM to 8:00PM Saturday 10:00AM to 2:00PM
Who We are:
At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day.
As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community!
Who we are seeking for this role:
The ideal candidate will demonstrate and encourage high standards of behavior that is consistent with Ion's service Philosophy of Safety & Security, Accuracy, Responsiveness, Friendly, Personalized Service. Consistently demonstrates a strong commitment to Ion, willing to go “above and beyond” whenever necessary. This individual thrives in an environment that encourage teamwork and promotes inclusion by working with a variety of people.
As a Customer Consultant 1 you are responsible for:
The delivery, via alternative delivery systems, the Bank's products, and services to potential and existing customers to maximize profitability, competitiveness, and growth of the company by effectively implementing the company service standards. Perform financial transactions accurately and effectively while adhering to set policies and procedures. Maintain and apply a working knowledge of all applicable banking regulations.
Responsibilities:
Employee is required to attend work.
Ensure company service standards are continually achieved in area of responsibility.
Project a positive and highly professional image of the Bank by providing high quality customer service.
Recognize and assume responsibility for contributing to the Bank's strategic growth and service goals through excellent customer service, product knowledge and product referrals.
Stays current on policies and procedures to limit the number of times customers are transferred to another department and to perform transactions accurately.
Keeps current on changes in technology and alternative delivery methods.
Achieve established goals for the department.
Analyze the best product to meet the needs of the customer, explains, and offers the product to the customer.
Respond to customer inquiries for information and help to resolve customer questions/issues in a courteous and timely manner.
Conduct installment and secured loan interviews. Completes phone application with caller. Process application on computer.
Assist customers in their financial planning by making referrals to our business partners, including but not limited to our Investment, Insurance and Lending teams.
Maintain a daily record of all customer contact, sales and other necessary data for report generation and follow-up.
Receive, verify, and process through the PC customer transactions.
Recognize and properly report all fraudulent, counterfeit, or suspicious activity by customers or employees to the security department.
Verify specific customer information to ensure accurate processing and to prevent misuse or intentional fraud.
Balance daily work.
Maintain 20 customers per hour average volume while adhering to industry standards as it relates to specific goals.
Ensure activities within assigned functional area of responsibility follow Bank policy, and State and Federal Regulations
Education and Qualifications:
A High School diploma is required, along with additional college coursework or bank-related training.
Candidates must have a minimum of 1 year of banking experience, plus at least 2 years of sales and customer service experience-or a comparable combination of education and experience. Familiarity with financial terminology, banking systems, and various payment delivery options is essential.
Benefits:
401k and Employer Match
Life Insurance
Disability
Educational Assistance
Wellness Programs
Employee Assistance Program
15 Paid Time Off Days (Will be tailored to level)
12 Paid Holidays
Job Shadowing
Volunteer Opportunities
Ion Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or veteran status.
Manager, Regulatory Compliance (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. 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 Manager, Regulatory Compliance? Globe Life is looking for a Manager, Regulatory Compliance to join the team!
In this role, you will be responsible for managing the compliance team. The Manager ensures that project and department milestones and goals are met while adhering to approved budgets. They are also responsible for leadership and team development, ensuring staff are educated on all current DOJ standards and trained to adapt to the evolving regulatory environment.
This is a remote / work-from-home position.
What You Will Do:
* Train the team on the value and implementation of the compliance framework and practices for risk assessment and policy development.
* Monitor both progress and performance of senior and junior compliance analysts to formulate any needed recommendations for improvements.
* Track team velocity progression and provide leadership insights.
* Prepare and present compliance program analysis for inclusion in Senior Level reporting.
* Organize, lead, and direct cross-functional meetings that advise and facilitate the navigation of extenuating circumstances and business complexities.
* Develop and execute enterprise-wide compliance strategies with support from the Senior Director of Regulatory Compliance.
* Manage (internal) regulatory relationships and interactions.
* Provide guidance on complex compliance matters to the team and stakeholders.
* Mentor and coach junior compliance team members.
* Implement changes to compliance processes due to new or amended regulations.
* Utilize established internal controls and auditing systems to identify, detect, and correct noncompliance.
* Prepare and update communication materials.
* Assist with training initiatives that educate stakeholders about compliance requirements.
* Assess current projects for complexity and highest priority, managing multiple when necessary.
What You Can Bring:
* Bachelor's degree in business, finance, or related field.
* 7+ years of experience in the compliance field, preferably within the life insurance industry.
* 3+ years of experience as a people leader or in an SME/mentoring role.
* Advanced Compliance Certifications preferred (CCEP, ISO 37301, FLMI, AIRC, ACAMS, etc.).
* Extensive knowledge of regulatory frameworks, industry trends, and best practices.
* Proven leadership and project management skills.
* Strong people leading and development skills.
* Strong interpersonal and stakeholder influencing skills.
* Excellent communication and collaboration skills.
* Ability to present information with confidence and clarity for Senior Management and Board-level reporting.
* Utilize strong observation, analytical, and problem-solving skills.
* Commercially savvy with the ability to exercise discretion with respect to highly confidential/sensitive information.
* Ability to exhibit integrity, ethical standards, and sound judgment.
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
Loan Review Consultant II
Remote
At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Responsibilities
This position has the opportunity to be remote, hybrid, or in person. The position is part-time, with variable hours during the team's busy season and limited hours during the team's off season.
Responsibilities:
Review sample of commercial loans to ensure acceptable credit standards are maintained and loans conform to established company policy and applicable regulatory requirements.
Examine credit risks within loan portfolios and the appropriateness of risk grades for the loans reviewed.
Review documentation relating to originations and renewals, appraisals, collateral, insurance, flood certification(s) etc.
Document compliance with loan policies, lending procedures and applicable regulations.
Document observations and variations and discuss with the client.
Use relevant experience and research skills to think beyond the policy/procedures and assist clients on complex issue or ideas that benefit the client.
Apply lending/credit policy, product and loan guidelines, and a high level of judgment, in assessing applicant's credit worthiness.
Conduct activities consistent with established banking policies, procedures and systems, Bank Secrecy Act and all applicable State and Federal laws and regulations.
Knowledge, Skills and Abilities
Qualifications:
Bachelor's degree in Finance, Accounting, or related field.
5+ years of experience in credit underwriting, portfolio management, commercial lending, regulatory review, and/or loan review; preferred candidates will have 10+ years of experience.
Preferred candidates will have experience with loan workouts or distresssed credits
Working knowledge of commercial lending, agricultural lending, real estate development and construction lending, and required documentation.
Exceptional understanding of regulatory policies and financial risk management.
Knowledge of the latest financial regulations and compliance standards.
Ability to effectively identify and communicate to management any weaknesses in loan administration or other matters requiring attention.
Strong analytical skills and proficiency in financial modeling; experience with loan review systems preferred.
Proactive nature and ability to think outside the box.
Carly Seidl, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-remote #LI-CS1
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************.
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $29.00-47.00/hour, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
Auto-ApplyLead Loss Mitigation Specialist
Chicago, IL jobs
In this hybrid role based at our Chicago Headquarters, you will manage a portfolio of late-stage consumer and real estate accounts to minimize loss and maximize recovery to the credit union. Work directly with members to resolve delinquency or make recommendations for legal action through an attorney network or third-party vendors. Manage files placed with attorney network and use innovative approach to locate people and collateral such as different channels, resources or skip tracing.
Responsibilities
Utilize effective loss prevention techniques to collect on home equity accounts, consumer loans, including Auto, RV, secured, unsecured and credit cards
Review, analyze and propose subsequent actions for real estate secured accounts, including foreclosure ensuring adherence to applicable compliance and regulatory requirements
Prepare or execute legal documents and provide recommendations for initiating legal actions including replevins and suits
Ensure status updates with the attorney or vendor network to meet expectations and collaborate on innovative methods to locate units and or members
Coordinate with legal teams, third party collection agencies and repossession vendors to ensure that efforts and goals are achieved
Manage invoicing from repossession vendors and attorneys, ensuring accuracy and timely remittances
Ensure accurate understanding and proactive management of charged-off inventory, while addressing members' questions or concerns
Support with designing and implementing system enhancements, such as new reports, queues, views, while managing communication for successful project resolution
Engage with internal partners to accomplish department and organizational goals and participate in new innovative projects to improve efficient servicing operations and the success of the strategy
Document process improvements via training materials, procedures, and workflow. Act as subject matter expert and contact for complex escalations and skip tracing resolutions
Education:
High School or Equivalent - Minimum
Bachelor's Degree - Business, Finance or Related - Preferred
Years of Experience:
5 years - Collections, loss mitigation, repossession, foreclosure or related - Minimum
Compensation & Benefits:
Typical hiring range: $52,800 - $72,600 Annually. Actual compensation will be determined using factors such as experience, skills & knowledge.
Additional Compensation: Annual performance bonus
Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match.
Additional Benefits:
Work from home up to 3 days a week
Paid parental leave
Employee discount programs
Time off including paid personal and sick days
11 paid holidays
Education reimbursement
*Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment.
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.
The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.
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
Experienced Public Accountant
Bryan, OH jobs
A BIT ABOUT OUR FIRM:
We are an IPA Top 500 Firm as well as an AICPA Member Firm. We provide comprehensive financial and business advisory services in accounting and auditing, tax strategies, business and management, valuation, litigation support and forensic accounting, human resources and IT consulting, and a host of personal financial services.
Our greatest strength isn't just our renowned technical and consulting experience, but our ability to listen to our clients and truly understand their challenges and work with them to develop innovative solutions.
Headquartered in northwest Ohio, we are a mid-size accounting firm expanding our team. We have been providing distinctive solutions to our clients' most complex tax, financial and business matters with the utmost in personal service since 1969! If you're ready to learn and grow, we offer a challenging, diverse work environment that prioritizes your career advancement as much as your personal enrichment. We are actively looking for experienced CPA's with 6+ years of recent public accounting experience who are seeking long-term growth within our firm.
If you are a Public Accountant with 3+ years in recent public accounting, then please read on….
WHY JOIN US?
Award-winning firm!
Competitive Benefits Package!
Work-Life Balance
Strong company culture with a big local presence
Lighter Busy Season Hours (54 hours/week)!
Paid CPE
Generous PTO and Paid Holidays
Bonuses!
Reimbursement for CPA exam
Fun company activities
37.5 hours on average during off-season!
401K with Company Match
Classification: Full-Time Exempt
or
Part-Time Non-Exempt
Reports to: Developmental Coach
Our experienced Public Accountants are responsible for organizing and managing client assignments and projects, including the completion of assignments and tasks and project components as well as coaching, advising and directing team members in meeting client and self-development expectations. This position receives work from Principals and Partners. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This role will be responsible for the following activities, included but not limited to:
Essential Duties and Responsibilities:
This is an in-office role (not hybrid or remote)
Maintain primary responsibility for assigned clients
Monitor the work flow and due dates for assigned clients
Supervise, train, and review supervisors, in-charge accountants', staff accountants', and accounting assistants' services performed on assigned clients in a prompt and efficient manner
Demonstrate excellent skill and experience in assigned technical areas representative of a manager
Perform engagements within budgeted time limits if If overruns of the time occur, discuss reason with client partner or principal
Works as an effective team member to complete project components and assigned tasks
Builds working relationships at peer client level
Effectively documents work
Implements solutions for clients
Identifies task issues as well as task progress in a timely and organized manner
Make timely and decisive solutions to complex issues.
Additional Duties and Responsibilities:
Seeks to gain knowledge of client business
Demonstrates an active interest in the business world by keeping abreast of market trends and business developments
Assists in proposal development and research gathering as requested
Participates in office and firm wide initiatives
Actively pursues self-development opportunities
Maintain an image representative of a leader
Builds strong team relationship skills
Maintain personal and professional integrity at all times
Other duties as assigned.
Required Education and Experience:
Minimum of 3 years recent public accounting experience preferred
Supervisory Responsibility
Oversee In-Charge and Staff Accountants
Work Environment
This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, scanners and fax machines.
Physical Demands
This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.
Other Duties
Please note 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.
BRANCH MANAGER I- East Region Float
Cleveland, OH jobs
The Branch Manager Trainee participates in a comprehensive retail training program while working toward individual business development and sales objectives. This role is responsible for building and leading a high-performing sales and service team, ensuring that each member contributes to the branch's success through a consultative sales approach.
A key focus of the Branch Manager Trainee is developing team members through individualized coaching sessions and holding them accountable for overall performance. Additionally, this role actively drives business growth through proactive initiatives, including participation in community events and business networking opportunities. As a member of the Regional Banking Team, you will be responsible for supporting multiple branches within Dollar Bank's East Branches. These branches include Beachwood, Eastlake, Euclid, Maple, Mayfield, Mentor, Painesville, Richmond, University Heights. Travel reimbursement is provided after a specific mileage threshold is met.
Qualifications:
· Bachelor's Degree with two years of management experience in a retail environment including managing a staff, coaching, and meeting sales goals. Will consider High School Diploma/GED with six years of management experience in a retail environment including managing a staff, coaching, and meeting sales goals.
· Retail Banking and business development experience preferred.
· Ability to travel as needed to training.
· A valid driver's license and access to a reliable vehicle is required.
· Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency.
Principal Activities and Duties:
• Deliver exceptional service in alignment with the Bank's Mission, Vision, and Values.
• Contribute directly to customer growth and retention by utilizing proactive strategies to develop business opportunities and deepen customer relationships.
• Actively support customer engagement by adhering to the Bank's service behaviors.
• Overseeing the team's service behaviors efforts, promoting products and services, and conducting call nights to follow up on leads.
• Foster a customer service-oriented team culture, where each member contributes to relationship building and operational integrity.
• Conduct daily team huddles, monthly team meetings, and individual coaching sessions to provide performance feedback.
• Represent the Bank professionally within the community, actively sourcing new relationships through involvement in local businesses, organizations, and charitable events.
• Consistently achieve all established customer service goals and targets.
• Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction.
• Arithmetic skills to count money accurately.
• Computer literacy to access account information and process transactions.
• Develop a thorough knowledge of Bank products and guidelines by attending the required classes.
• Maintain a professional appearance and conduct yourself in a professional manner at all times.
• Maintain the highest level of professional integrity and ethics.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Compensation Range:
Schedule Information
Monday - Thursday: 8:30am to 5:30pm
Friday: 830am -6:30pm
Saturday: 8:30am - 1:30pm
EEO Statement
Dollar Bank is an Equal Opportunity Employer.
Minority/Female/Veteran/Disabled
Benefits Information
Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, tuition reimbursement, and gym membership reimbursement.
Part-time employees qualify for 401(k) with immediate vesting, tuition reimbursement, and gym reimbursement.
For more information, please visit ************************************************
Accounting Internship - Spring 2027
Saint Charles, MO jobs
At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
This role requires an in-person work arrangement. At Wipfli, in-person work is defined as associates regularly working 5 days a week, for full-time interns, or during your working hours, for part-time interns, in a Wipfli office or at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Scheduled meetings at the client and in the office require in-person attendance.
Responsibilities
Responsibilities:
Interns will be responsible for utilizing educational knowledge and experience to perform numerous accounting related responsibilities such as:
+ Respond to client and firm associate requests in a timely, accurate, positive and professional manner
+ Respond to inquiries from client and work with client to gather necessary information for completion of required documents
+ Use data analysis skills to discover useful information and patterns to provide support in recommendations
+ Proactively identify improvement opportunities in processes to enhance efficiency
***NOTE: Interns can receive experience in only tax or both tax ANDaudit***
Tax Specific:
+ Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders
+ Understand and effectively use current tax and accounting software applications
+ Research tax related issues and other related financial reports
+ Perform a limited number of tax return interviews as needed
Audit Specific:
+ Perform audit, review, and compliance testing procedures in accordance with firm and professional standards and as directed by engagement leaders
+ Communicate with engagement leaders regarding open items, testing problems, or other important matters in a timely manner
+ Prepare (or review client prepared) financial statements and footnotes, management reports, and other engagement outputs
+ Develop technical competency with GAAP, especially related to assigned product line
What You will Gain
+ Experience the Wipfli Way first hand while working side by side with professionals from all levels of the firm
+ Develop experience and skills to become a trusted business advisor for clients and associates
+ Gain hands-on experience in tax and/or audit work, and related software applications
+ Work as an individual contributor and as part of a team to support client engagements
+ Gain exposure to a variety of clients and industries ranging from small businesses to large corporations
+ Develop administrative, professional, and interpersonal skills to the extent of being able to organize, analyze, and communicate with others in a productive and efficient manner
Knowledge, Skills and Abilities
Qualifications:
+ Pursuing a Bachelors or Master's degree in Accounting
+ Above average knowledge in accounting as demonstrated by college GPA; Preferred 3.0 GPA or higher
+ Ability to think independently and make good decisions based on education and experience
+ Good communication and interpersonal skills to effectively communicate with clients and staff
+ Ability to prioritize work, follow through on requests, take initiative and meet deadlines
+ Must be legally authorized to work in the United States on a full-time basis upon hire. Wipfli will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status)
Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (****************************************** page to connect!
#LI-AL1 #LI-Hybrid
Additional Details
This role requires an in-person work arrangement. At Wipfli, in-person work is defined as associates regularly working 5 days a week in a Wipfli office or at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Scheduled meetings at the client and in the office require in-person attendance.
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Benefit offerings include paid sick leave; access to free, confidential counseling through our Employee Assistance Program. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Job LocationsUS-MO-Clayton | US-MO-St. Charles
Job ID 2025-7182
Category Entry-Level/Internships
Remote No
Sr. 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