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Senior Energy Trader remote jobs - 192 jobs

  • MyFunded Futures Hybrid, Dallas/Fort Worth, North Dallas, Chicago Dallas/Fort Worth Head of Com[...]

    Myfunded Futures LLC

    Remote job

    Head of Compliance At My Funded Futures, we're transforming the world of proprietary trading by giving traders the capital, tools, and community they need to succeed. We blend innovation, transparency, and performance to create opportunity - helping traders scale faster and smarter. If you're passionate about fintech, financial markets, and data-driven growth, you'll fit right in. Explore our open roles below and see how you can help us shape the future of funded trading. Purpose of Role As MFFU seeks registration as an Introducing Broker (IB) and builds its own proprietary trading platform, the Head of Compliance will be responsible for ensuring that these initiatives meet all applicable legal and regulatory requirements. This includes navigating NFA registration processes, platform governance, and proactively embedding compliance into product development and customer onboarding processes. Reporting to the Chief Operating Officer, the Head of Compliance will design, implement, and manage a comprehensive compliance management system that ensures adherence to applicable laws, rules, and industry standards. This leader will partner with executive management, product, trading operations, and risk teams to embed compliance into daily processes, enabling innovation while maintaining regulatory excellence. This is a pivotal leadership role, responsible for developing compliance frameworks that support MFFU's growth, maintain regulatory integrity, and protect traders, partners, and the firm. Key Responsibilities Compliance Leadership Lead the design and ongoing management of MFFU's enterprise compliance program, including policies, monitoring, and reporting systems. Build and oversee a team responsible for operational compliance, AML/KYC, licensing, and risk governance. Ensure compliance with CFTC, NFA, and CME Group regulations and applicable futures and derivatives laws. Ensure compliance with know-your-customer (KYC), account supervision, risk disclosure, and segregation requirements applicable to IBs. Serve as the firm's primary liaison with regulators, external auditors, and legal advisors. Regulatory & Licensing Oversight Manage the firm's registration and licensing obligations as an Introducing Broker, including NFA filings, annual renewals, and disclosures. Develop IB operational controls in coordination with partnered FCMs, including account reconciliation, customer complaint handling, and dispute resolution processes. Oversee partner relationships with FCMs, vendors, and service providers to ensure contractual and regulatory compliance. Maintain required reporting and recordkeeping frameworks, ensuring readiness for regulatory examinations. Compliance Program Development Develop, implement, and maintain policies related to trade surveillance, data protection, risk management, and conflicts of interest. Establish robust AML/KYC procedures aligned with futures and brokerage operations. Collaborate with product and technology teams to embed “compliance by design” into platforms and workflows. Lead regular compliance training across all departments and promote a culture of integrity, accountability, and transparency. Serve as the compliance stakeholder in the development of MFFU's proprietary trading platform, ensuring integration of: Customer data protection and retention protocols Regulatory reporting (e.g., NFA/CFTC) Risk management controls, including pre-trade risk checks and margin controls Partner with engineering, UX, and product teams to implement compliance-by-design architecture and user flows for onboarding, trading, and account management. Develop compliance protocols for algorithmic and automated trading strategies, including flagging suspicious or manipulative trading behavior. Oversee cybersecurity compliance in accordance with NFA/CFTC guidance and future SEC/CISA expectations as platform matures. Develop and maintain a compliance risk register for new products or platform features, including emerging risks like digital assets, API access, and automated trading. Monitoring & Governance Review and interpret regulatory changes, ensuring timely communication and adaptation within the firm. Conduct internal audits and testing to identify, assess, and remediate compliance risks. Report key compliance risks and trends to the COO, CEO, and Board of Directors. Oversee investigation and remediation of compliance issues, ensuring documentation and corrective action. Qualifications Bachelor's degree in Finance, Economics, Law, or related field required; advanced degree (JD, MBA, or LLM) preferred. 10+ years of experience in compliance, risk, or regulatory roles within a futures, brokerage, or fintech organization. Deep knowledge of CFTC, NFA, and CME Group rules, futures industry regulations, and Introducing Broker operations. Proven success in building or scaling compliance frameworks within a regulated or transitioning financial entity. Strong understanding of AML/KYC requirements, trade surveillance systems, and data governance. Experience collaborating with regulators, auditors, and executive teams in complex, fast-paced environments. Series 3 and/or Series 30 licenses (or ability to obtain within 120 days). Preferred Experience Prior experience registering or operating an Introducing Broker, CTA, or FCM entity. Exposure to algorithmic trading or electronic market infrastructure. CAMS, CRCM, or FRM certification is a plus. Direct involvement in building or managing compliance for a proprietary trading or brokerage platform Understanding of market data feeds, exchange integration, and pre/post-trade analytics Familiarity with trading technology stacks such as FIX, WebSocket, or REST APIs Experience with compliance tools such as Actimize, NICE, Refinitiv, or similar surveillance systems EEO Statement Equal Employment Opportunity My Funded Futures is an equal opportunity employer. We believe that diversity drives innovation and success. We are committed to building an inclusive environment where every team member feels valued, respected, and supported-regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic. Pay Transparency In compliance with pay transparency laws, My Funded Futures provides compensation ranges in job postings where required. Final compensation may vary based on experience, qualifications, and location. We also offer comprehensive benefits and performance-based incentives. Accessibility / Accommodation Statement If you require assistance or an accommodation during the application process, please contact our HR team at ************************* . #J-18808-Ljbffr
    $72k-129k yearly est. 4d ago
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  • Strategic Finance Associate

    Menlo Ventures

    Remote job

    About the Role Join Chime's Growth & Marketing Finance team as a Strategic Finance Associate, where you will support the Marketing function by driving expense forecasting, budgeting, and strategic initiatives across key areas such as Brand campaigns and partnerships, creative production and agencies, software tooling, and headcounts. This is a critical investment area at Chime, and this role offers high visibility and impact. You will help manage the marketing budget in close partnership with Marketing stakeholders, serving as a trusted thought partner to ensure forecasts are accurate, influence decision-making, and support Chime's broader financial strategy. We're looking for someone who is highly analytical, detail-oriented, and a clear, confident communicator with a strong bias toward action. You excel at building strong cross-functional partnerships, know how to balance precision with speed, and will play a key role in improving the accuracy and reliability of marketing expense forecasts over time. The base salary offered for this role and level of experience will begin at $105,000 and up to $145,000. Full-time employees are also eligible for a bonus, competitive equity package, and benefits. The actual base salary offered may be higher, depending on your location, skills, qualifications, and experience. In this role, you can expect to: Develop, deliver, and maintain clear, insightful reporting that helps business leaders stay within budget and operate efficiently Own and continuously improve the budgeting and forecasting process, enhancing accuracy through strong modeling, disciplined assumptions, and process improvement Partner cross-functionally with Marketing and Finance stakeholders to support bottoms-up planning and strategic initiatives Build and maintain financial models and dashboards that provide data-driven insights and influence decision-making Continuously improve financial tools, processes, and operating cadences to support Chime's growth and enable smarter, faster decisions Leverage automation and emerging AI capabilities to enhance reporting, streamline workflows, and improve scalability To thrive in this role, you have: 4+ years of relevant experience in FP&A, Strategic Finance, investment banking, Big 4, consulting, or a related field, ideally within a high-growth technology environment Advanced Excel or Google Sheets skills, with hands-on experience building budgeting and forecasting models that enable business partners to make informed financial decisions Strong ability to work comfortably with large, complex datasets and translate them into actionable insights Demonstrated experience partnering cross-functionally-particularly with non-finance stakeholders-to influence decisions and drive outcomes High attention to detail and a strong ownership mindset, with the ability to manage multiple priorities and deliver accurate work in a fast-paced environment Clear and confident communication skills, with the ability to synthesize data into insights and recommendations for diverse audiences Experience with SQL, Looker, or other BI tools is a plus A little about us At Chime, we believe that everyone can achieve financial progress. We created Chime-a financial technology company, not a bank*-on the premise that core banking services should be helpful, easy, and free. Through our user-friendly tools and intuitive platforms, we empower our members to take control of their finances and work towards their goals. Whether it's starting a savings account, purchasing a first car or home, launching a business, or pursuing higher education, we're proud to have helped millions unlock their financial potential. We're a team of problem solvers, dreamers, and builders with one shared obsession: our members. From day one, Chimers have worked tirelessly to out-hustle and out-execute competitors to bring our mission to life. Their grit and determination inspire us to work harder every day to deliver the very best experience possible. We each bring an owner's mindset to our work, refusing to be outdone and holding ourselves accountable to meet and exceed the highest bars for our teams, our company, and our members. We believe in being bold, dreaming big, and taking risks, while also working together, embracing our diverse perspectives, and giving each other honest feedback. Our culture remains deeply entrepreneurial, encouraging every Chimer to see themselves as stewards of our mission to help everyday Americans unlock their financial progress. We know that to achieve our mission, we must earn and keep people's trust-so we hold ourselves to the highest standards of integrity in everything we do. These aren't just words on a wall-our values are embedded in every aspect of our business, serving as a north star that guides us as we work to help millions achieve their financial potential. Because if we don't-who will? *Chime is a financial technology, not a bank. Banking services provided by The Bancorp Bank, N.A. or Stride Bank, N.A., Members FDIC. What we offer for our full-time, regular employees 🏢 Our in-office work policy is designed to keep you connected - with four days a week in the office and Fridays from home for those near one of our offices, plus team and company-wide events depending on location. Whether you're coming in regularly or is part of our fully remote program, you'll stay engaged with your work and teammates. ** 💻 In-office perks including backup child, elder, and/or pet care, plus a subsidized commuter benefit to support your regular commute ** 💰 Competitive salary based on experience ** ✨ 401k match ** plus great medical, dental, vision, life, and disability benefits 🏝 Generous vacation policy and company-wide Chime Days, bonus company-wide paid days off ** 🫂 1% of your time off to support local community organizations of your choice 👟 Annual wellness stipend to use towards eligible wellness related expenses 👶 Up to 24 weeks of paid parental leave for birthing parents and 12 weeks of paid parental leave for non-birthing parents 👪 Access to Maven, a family planning tool, with $15k lifetime reimbursement for egg freezing, fertility treatments, adoption, and more. 🎉 In-person and virtual events to connect with your fellow Chimers-think cooking classes, guided meditations, music festivals, mixology classes, paint nights, etc., and delicious snack boxes, too! ** 💚 A challenging and fulfilling opportunity to join one of the most experienced teams in FinTech and help millions unlock financial progress ** ** Perks also available to Chime Interns. We know that great work can't be done without a diverse team and inclusive environment. That's why we specifically look for individuals of varying strengths, skills, backgrounds, and ideas to join our team. We believe this gives us a competitive advantage to better serve our members and helps us all grow as Chimers and individuals. Chime is proud to be an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, genetic information, veteran status, or any other legally protected basis under provincial, federal, state, and local laws, regulations, or ordinances. We will also consider qualified applicants with criminal histories in a manner consistent with the requirements of state and local laws, including the San Francisco Fair Chance Ordinance, Cook County Ordinance, NYC Fair Chance Act, and the LA City Fair Chance Ordinance, and consistent with Canadian provincial and federal laws. If you have a disability or special need that requires accommodation during any stage of the application process, please contact ******************. To learn more about how Chime collects and uses your personal information during the application process, please see the Chime Applicant Privacy Notice. #J-18808-Ljbffr
    $105k yearly 4d ago
  • Remote Equity Trader Position

    T3 Trading Group 3.7company rating

    Remote job

    NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or *************************** Job 3: NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $81k-142k yearly est. Easy Apply 60d+ ago
  • Treasury Options Trader - Work From Home

    Parallel Partners 4.4company rating

    Remote job

    We are seeking a talented and self-motivated Treasury Options Trader to join an options trading team. The ideal Treasury Options Trader would have an interest and experience in treasury options trading. This Treasury Options Trader will work with the existing highly skilled options team and will be charged with helping maintain and extend the firm's options volatility modeling. This position is 100% Remote. Qualifications Options Trader Qualifications: - Bachelor's degree in technical areas such as electrical engineering, computer science, or mathematics. - Need 3-5 years of treasury options trading experience. - Need strong technical skills in Python/C++. - Need to have trading Industry experience. - Need treasury options experience. - Should have strong Risk Management skills. - You should have a proven track record in executing treasury options strategies. Benefits include medical, dental, vision spending account, health savings account, 50K life insurance policy, short-term/long-term disability insurance, employee assistance program, 401K, tuition reimbursement, etc. Keywords: Chicago IL Jobs, Treasury Options Trader, Treasury Options, Python, C++, Risk Management, Trading, Financial, Remote, Work From Home, Chicago Recruiters, Information Technology Jobs, IT Jobs, Chicago Recruiting Looking to hire a Treasury Options Trader in Chicago, IL or in other cities? Our IT recruiting agencies and staffing companies can help. We help companies that are looking to hire Treasury Options Traders for jobs in Chicago, Illinois and in other cities too. Please contact our IT recruiting agencies and IT staffing companies today! Additional Information Please check out all of our jobs at ******************************* and ********************************
    $81k-146k yearly est. 1d ago
  • Treasury Options Trader - Work From Home

    Ginas Tech Jobs 4.2company rating

    Remote job

    We are seeking a talented and self-motivated Treasury Options Trader to join an options trading team. The ideal Treasury Options Trader would have an interest and experience in treasury options trading. This Treasury Options Trader will work with the existing highly skilled options team and will be charged with helping maintain and extend the firm's options volatility modeling. This position is 100% Remote. Qualifications Options Trader Qualifications: - Bachelor's degree in technical areas such as electrical engineering, computer science, or mathematics. - Need 3-5 years of treasury options trading experience. - Need strong technical skills in Python/C++. - Need to have trading Industry experience. - Need treasury options experience. - Should have strong Risk Management skills. - You should have a proven track record in executing treasury options strategies. Benefits include medical, dental, vision spending account, health savings account, 50K life insurance policy, short-term/long-term disability insurance, employee assistance program, 401K, tuition reimbursement, etc. Keywords: Chicago IL Jobs, Treasury Options Trader, Treasury Options, Python, C++, Risk Management, Trading, Financial, Remote, Work From Home, Chicago Recruiters, Information Technology Jobs, IT Jobs, Chicago Recruiting Looking to hire a Treasury Options Trader in Chicago, IL or in other cities? Our IT recruiting agencies and staffing companies can help. We help companies that are looking to hire Treasury Options Traders for jobs in Chicago, Illinois and in other cities too. Please contact our IT recruiting agencies and IT staffing companies today! Additional Information Please check out all of our jobs at **********************
    $92k-145k yearly est. 1d ago
  • Senior PM / Trader / Quant

    Tanius Technology

    Remote job

    At Tanius we have a high standard. Our people come in each day ready to work hard, adapt to new challenges, and find solutions. We are looking for motivated individuals to develop and test new trading systems. Your role will include using the latest machine learning techniques to analyze mountains of market data and apply them to new and existing trading models. As a researcher you will work closely with traders and developers to analyze market data and trading strategies, and develop new ways to approach the market. You need to have a working skillset in programming, preferably python, with some exposure to C/C++ or other compiled languages. On the statistics side, you will need a working knowledge of statistics and linear algebra. For this senior role, we are expecting a track record of performance on large projects / trades. Tanius maintains a large suite of tools to enable fast, iteratable research, including very large on premise clusters for optimization and fitting as well as a suite of programmatic apis to our custom tick database and fitting systems. Whatever research you are doing, we'll be able to help scale it quickly. This position will be tailored to employ your strengths. We are looking for self-starters with a passion for trading.
    $87k-150k yearly est. Auto-Apply 60d+ ago
  • Treasury Options Trader - Work From Home

    Next Step Systems 3.9company rating

    Remote job

    We are seeking a talented and self-motivated Treasury Options Trader to join an options trading team. The ideal Treasury Options Trader would have an interest and experience in treasury options trading. This Treasury Options Trader will work with the existing highly skilled options team and will be charged with helping maintain and extend the firm's options volatility modeling. This position is 100% Remote. Qualifications Options Trader Qualifications: - Bachelor's degree in technical areas such as electrical engineering, computer science, or mathematics. - Need 3-5 years of treasury options trading experience. - Need strong technical skills in Python/C++. - Need to have trading Industry experience. - Need treasury options experience. - Should have strong Risk Management skills. - You should have a proven track record in executing treasury options strategies. Benefits include medical, dental, vision spending account, health savings account, 50K life insurance policy, short-term/long-term disability insurance, employee assistance program, 401K, tuition reimbursement, etc. Keywords: Chicago IL Jobs, Treasury Options Trader, Treasury Options, Python, C++, Risk Management, Trading, Financial, Remote, Work From Home, Chicago Recruiters, Information Technology Jobs, IT Jobs, Chicago Recruiting Looking to hire a Treasury Options Trader in Chicago, IL or in other cities? Our IT recruiting agencies and staffing companies can help. We help companies that are looking to hire Treasury Options Traders for jobs in Chicago, Illinois and in other cities too. Please contact our IT recruiting agencies and IT staffing companies today! Additional Information Please check out all of our jobs at ************************
    $77k-108k yearly est. 1d ago
  • Future Role at Catio

    Catio

    Remote job

    Catio is building the world's first AI-powered Copilot for Tech Architecture-helping CTOs, architects, and developers plan high-ROI architectures, modernize and optimize their tech stacks, and make faster, smarter decisions using AI-driven intelligence. Backed by top-tier VCs and led by industry experts in AI, cloud, and enterprise architecture, we aim to democratize the intelligence and know-how for designing, evaluating, and evolving world-class tech stacks across industries worldwide. Join Our Talent Community for Future Roles at Catio Although we may not have a role open for you currently, we're in the midst of aggressive scaling and are always on the lookout for exceptional individuals to join our dynamic team in the future. We encourage you to apply. Why Consider a Future at Catio? Innovative Impact: We're not just developing a product; we're building a platform that has the potential of revolutionizing how companies can harness world class level tech stacks to propel their business. Culture of Collaboration: Thrive in a fully remote workplace that champions diversity, creativity, and thought leadership, working from anywhere with an amazing team. Unmatched Benefits: Enjoy a comprehensive benefits package, including health, dental, vision insurance, unlimited PTO, and a supportive work-life balance. Be Part of Something Bigger: Your work at Catio will have a tangible impact on companies worldwide, democratizing access to advanced tech architecture intelligence and know-how. Who We're Looking For: We're keen to connect with exceptional individuals who are passionate about technology, eager to tackle challenges, and ready to contribute to a dynamic team. While we're not hiring now and are gearing up to scale aggressively toward middle 2024, we're interested in hearing from individuals across various disciplines who believe they can become bar-raisers and can contribute meaningfully to our mission, to build the relationship! How to Express Interest: If you're inspired by the prospect of shaping the future of tech stack architectures and want to be considered for future opportunities with Catio, we invite you to share your resume and a brief note about your interest and potential fit for our team. Join our talent community today, and be the first to know about exciting roles as they become available. Catio: Where Your Future Is Built Today Shape the Future with Catio Join a world-class team of AI, engineering, and business leaders from Splunk, Atlassian, Dropbox, and more to build a category-defining platform. At Catio, we offer top-tier compensation for startups at our stage, ensuring highly competitive salaries along with significant equity in a rapidly growing, VC-backed company. We are also committed to fostering an inclusive and diverse workplace and welcome applicants of all backgrounds and identities. Join us and help revolutionize how companies plan and optimize their tech stacks using AI-driven intelligence!
    $71k-120k yearly est. Auto-Apply 60d+ ago
  • Commodities Trader/Product Developer

    Azure Farms Inc.

    Remote job

    Job DescriptionDescription: About Azure Standard Azure Standard is the largest independent food distributor in the United States, serving families, retailers, restaurants, and manufacturers with the highest quality natural, organic, and non-GMO foods. Azure is a mission-driven company rooted in a passion for healthy and abundant living. As a family-owned and faith-led business, we operate by a set of deeply held core values: We care about people We build relationships We do what's right We forgive and embrace the moment We serve with joy We live with purpose At Azure, you're not just part of a company, you're part of a movement that believes in sustainable food systems, honest business practices, and building community through meaningful service. Basic Job Purpose/Function: The Import Commodities Trader is responsible for all aspects of the procurement of bulk and natural/organic food products at Azure Standard within their account range designated by the Purchasing Manager. The Commodities Trader sources products, ensures quality, maintains customer satisfaction, researches opportunity vs risk, prices Azure Market and Azure Market Organics Brand bulk products. In addition, this position handles all Azure Mill direct and custom processing of sales and works with various departments to keep processes running smoothly. Job Duties In collaboration with the Product Discovery team, source and add the right new bulk products at the right price to serve Azure customers. Create new suppliers folders, onboard approved products. Source direct suppliers of products vs brokerages whenever possible. Research market pricing for contracts and handle price negotiations with suppliers. Create purchase orders and time arrivals to ensure product availability. Develop and maintain relationships with high quality manufacturers and suppliers. Create and maintain contracts with suppliers and work with the purchasing team on timely delivery of those contracts. Work with the CFO to keep inventory contracts within budget. Service Azure Wholesale Team to handle customer demand through pricing and order fulfillment methods. Develop and maintain relationships with custom manufacturing accounts and work with our in-house manufacturers to ensure timely delivery of the product. Maintain customer pricing on all commodity type Azure Market and Azure Market Organic products, with focus on Azure Market Organics as primary and Azure Market as to when products are not available in Organic form. Understand the necessary documentation required for onboarding and maintaining organic products and the ability to review them accurately. Works with the marketing team and other departments to maintain and supply product information and documentation in a timely and accurate manner. Works closely with the logistics department to handle nonstandard loads to and from vendors and customers. Updating the warehouse receiving team with any special needs or instructions. Ensure product quality throughout product development projects, obtaining samples and quality checks at the warehouse. Closely analyze best international freight rates and develop relationships with several shippers around the world to ensure proper freight methods Manage communications with domestic freight brokers on importation Stay current on world's tax and tariff schedule to ensure pricing structure Use critical thinking processes in all decision making Apply SMART technique methods Works closely with all stakeholders to achieve expectations of the Azure product Brands Achieves milestones All other duties assigned by the Purchasing Manager. Requirements: REQUIREMENTS Lives and demonstrates Azure Core Values. Experience in commodities trading, importing/exporting. Ability to build excellent relationships for sales and provide superior customer service. Deep understanding of natural/organic food and lifestyle. Great communication and leadership skills. Proficient spreadsheet and business analytics skills. Knowledgeable in food safety and organic standards. WORKING CONDITIONS This is primarily a remote position, but requires traveling to Azure from time to time for meetings, training, company events, travel to food shows etc. Should be able to sit for prolonged periods of time. Have reliable high speed internet and quiet office working conditions. WORK ENVIRONMENT REQUIREMENTS Must have a high-speed, stable internet connection with a router capable of a wired (plug-in) connection. Must have a dedicated, distraction-free workspace suitable for focused, professional work. Caregiving during work hours is not permitted. Must work on company-provided equipment, which includes: Computer Two monitors Keyboard and mouse Headset TIME OFF & HOLIDAYS Paid Holidays: Memorial Day, Independence Day, Labor Day, Thanksgiving Day, and Christmas Day Paid Time Off (PTO) and Vacation: Awarded based on company policy BENEFITS Eligibility: Benefits begin on the first of the month following 60 days of employment. Comprehensive Benefits Package Includes: Paid Training Program Redirect Health Medical Plan Amaze/Envita Bio-Med Health Plan Voluntary Vision & Dental Plans AFLAC Voluntary Supplemental Insurance Plans Voluntary Life and Disability Insurance Oregon Saves Retirement Plan Paid Leave Oregon (for Oregon residents) LegalShield & Identity Shield AzureWell 20% Product Discount Code Free Employee Assistance Program (Canopy EAP) Free SmartDollar Employee Financial Wellness Program 15%+ Azure Cash Employee Discount Shopping Program Employee Discounts at the Azure General Store, Gas Station, and Dufur Market
    $62k-104k yearly est. 7d ago
  • Remote-Real Estate Investment Representative

    Rebuilt

    Remote job

    Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers seeking a convenient sale process and real estate investors looking for exclusive, high-return properties. We source a variety of properties including residential, multifamily, commercial, raw land, mixed use, and more. Rebuilt just secured a $65M Series A investment to fuel their expansion. We are looking to continue our geographic growth, increase our presence in established markets, and integrate relevant product offerings such as private lending, title & escrow, and property management. Rebuilt ( *************** ) is building a truly unique, vertically integrated real estate investment business fueled by unparalleled local market expertise and enabled by advanced technology solutions. About Your Role: Simply put, our Remote-Real Estate Investment Representative are the dealmakers of Rebuilt. You own the property acquisition's role in your market by meeting directly with dozens of buyers and sellers every week. Through our Emerging Leaders training and development program, you will grow into a real estate investment expert in your local market. Specific responsibilities include: Running dozens of virtual appointments every week with property sellers Negotiating the price and terms of our property acquisitions Fielding calls from potential buyers and sellers in your market Following up and nurturing warm real estate leads Showing our deals to local investors Networking and finding your own organic property leads with the backing of our training and proven methodology Building strong relationships with local investors in your market through meet ups, networking events, lunch and learns, and more How Rebuilt Invests in Your Success: Base salary with uncapped commissions Mileage reimbursement, paid time off, health care and 401k Access to our network of over 100,000 investors across the country Industry-leading acquisitions platform and best in class real estate technology A full-time call center in Nashville that pre-qualifies leads and sets your appointments. A robust business development center devoted to your outbound lead generation Vigorous onboarding through our Rebuilt University curriculum Personalized one-on-one training and mentorship offered continuously. Opportunities for advancement and company stock Continual education, learning and development on the art of being a real estate sales agent and investor An intuitive CRM Platform A Support team that assists with marketing and contract to close process In-house resources, both lending and title services, giving our clients the support, they need all under one roof, offering a smooth and seamless experience. What it Takes to Be Successful: A “people person" with ability to build rapport with customers. A resilient, gritty, and competitive spirit A coachable mindset Personal drive to succeed along with a dislike for failure A love of negotiating, making deals and selling Competitive mindset with drive to win What is Preferred to Take the Next Step: Previous sales experience in Real Estate or wholesaling Recently acquired Real Estate License or Degree in Real Estate Sales experience in B2C environment INDHP Grit // Authenticity // Responsibility // Discipline // Ownership We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. We believe our differences truly make us stronger.
    $49k-86k yearly est. Auto-Apply 60d+ ago
  • Business Banker

    United Community Bank 4.5company rating

    Remote job

    Are you passionate about helping small businesses thrive? United Community is in search of a dynamic Business Banker to be the go-to financial expert for small businesses with annual revenues up to $5million. You'll play a pivotal role in managing and deepening client relationships, driving growth and profitability, and uncovering new opportunities through proactive prospecting and networking. If you're passionate about outside sales, enjoy building strong partnerships, and thrive in a collaborative environment, this is the perfect role for you! What You'll Do Sales and Service Excellence: Lead sales initiatives to achieve deposit and loan growth targets, providing exceptional customer services and support through the process Field Engagement: Deliver a branded customer experience by being in the field at least 80% of the time Opportunity Identification: Identify and refer specialized small business opportunities and solutions to clients, conducting relationship reviews Customer Relationship Management: Build and maintain strong relationships with existing and potential clients to understand their financial needs and offer tailored solutions Relationship Building: Foster relationships with key partners such as Branch, Small Business Group, Merchant, Treasury, and other internal partners to increase small business opportunities Credit Advisory: Leverage your knowledge of credit to advise small business owners on solutions services, and digital capabilities that help them achieve their business goals Coaching and Development: Coach, develop, guide, and provide feedback to associates and customers while embodying a service culture Requirements For Success Minimum of 5 years of experience in banking, financial services, or sales with a focus on small business clients Demonstrated ability to identify and understand customers needs, delivering tailored financial solutions Strong business acumen with the ability to assess and support the unique needs of small business clients Excellent verbal and written, communication skills, with strong organizational and time management abilities Proven relationship-building skills and a client-first mindset Proactive and self-motivated approach to sourcing and developing new business opportunities Conditions of Employment Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA Status: Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $60,466.00 - USD $93,119.00 /Yr.
    $60.5k-93.1k yearly Auto-Apply 7d ago
  • Loan Processor /Financial Services Representative-Bilingual

    Cornerstone Credit Union 3.6company rating

    Remote job

    JOIN OUR DYNAMIC TEAM! Are you an enthusiastic and detail-oriented lending professional with a passion for helping others? Do you enjoy the challenge of processing diverse loans applications? If so, we have an exciting opportunity for you to join our team as a Bilingual Financial Service Rep I. We need a dynamic, goal oriented, person who likes meeting people and developing relationships, to help grow our branch in Sterling, IL. You will play a crucial role in our lending operations. You will be responsible for providing financial assistance, deposit and consumer loan services in a courteous and professional manner while providing prompt, efficient and accurate member service. Responsible for helping members navigate the loan application, approval and closing process. This will include recommending personal loan options to members and explaining their terms, determining risks for loaning to members based on their credit, and accurately processing paperwork. THIS IS NOT A REMOTE POSITION. Essential Functions: Perform routine member transactions including, but not limited to, account inquiries & updates, transfers; check withdrawals, stop payments, request for check and statement copies, and general information. Independently complete opening and closing of membership accounts including but not limited to lending and deposit accounts transactions (i.e. Consumer loans, deposit accounts including Money Markets) ensuring every detail is managed with precision.. Reviewing applications for accuracy and determining debt ratio, income, credit checks, any collateral and/or other requirements to assist member in obtaining a loan, and collect all CIPs required. You will prepare loan applications for underwriters, liaising effectively to ensure smooth approvals. Actively look for opportunities to cross-sell CCU technology & services (i.e. EARS, CCU website, Debit Card, Mobile capture, CU Branch, CU Bill Pay, GAP, Credit Life & Disability, etc) Respond to inquiries made by members via telephone, in person or email in a timely, friendly and professional manner in both English and Spanish. Ability to assist members with loan inquiries, loan applications, loan balance/payoffs, quote NADA values, quote AutoCare premiums. Redeem US Savings Bonds and direct members to on line purchases of US Savings Bonds. Engage with your dynamic team and manager to ensure lending goals are met each month, while actively assisting in building our membership base. Remain aware of, understand and comply with regulatory and compliance issues for consumer loans and deposit accounts. Maintain professional appearance. Maintain excellent attendance record, including punctuality and preparation. Why join us? We believe in fostering a supportive and vibrant work environment. At our company you will have the chance to: Make a difference in the lives of our members by helping them navigate their financial journeys. Work alongside passionate professionals who share your enthusiasm for lending and member service. Enjoy a competitive compensation, benefits, and opportunities for professional growth. If you are ready to take your career to the next level and make a real impact in the community, and meet the minimum qualifications listed below....we want to hear from you. Apply today! Note: The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time. JOIN OUR DYNAMIC TEAM! Are you an enthusiastic and detail-oriented lending professional with a passion for helping others? Do you enjoy the challenge of processing diverse loans applications? If so, we have an exciting opportunity for you to join our team as a Bilingual Financial Service Rep I. We need a dynamic, goal oriented, person who likes meeting people and developing relationships, to help grow our branch in Sterling, IL. You will play a crucial role in our lending operations. You will be responsible for providing financial assistance, deposit and consumer loan services in a courteous and professional manner while providing prompt, efficient and accurate member service. Responsible for helping members navigate the loan application, approval and closing process. This will include recommending personal loan options to members and explaining their terms, determining risks for loaning to members based on their credit, and accurately processing paperwork. THIS IS NOT A REMOTE POSITION. Essential Functions: Perform routine member transactions including, but not limited to, account inquiries & updates, transfers; check withdrawals, stop payments, request for check and statement copies, and general information. Independently complete opening and closing of membership accounts including but not limited to lending and deposit accounts transactions (i.e. Consumer loans, deposit accounts including Money Markets) ensuring every detail is managed with precision.. Reviewing applications for accuracy and determining debt ratio, income, credit checks, any collateral and/or other requirements to assist member in obtaining a loan, and collect all CIPs required. You will prepare loan applications for underwriters, liaising effectively to ensure smooth approvals. Actively look for opportunities to cross-sell CCU technology & services (i.e. EARS, CCU website, Debit Card, Mobile capture, CU Branch, CU Bill Pay, GAP, Credit Life & Disability, etc) Respond to inquiries made by members via telephone, in person or email in a timely, friendly and professional manner in both English and Spanish. Ability to assist members with loan inquiries, loan applications, loan balance/payoffs, quote NADA values, quote AutoCare premiums. Redeem US Savings Bonds and direct members to on line purchases of US Savings Bonds. Engage with your dynamic team and manager to ensure lending goals are met each month, while actively assisting in building our membership base. Remain aware of, understand and comply with regulatory and compliance issues for consumer loans and deposit accounts. Maintain professional appearance. Maintain excellent attendance record, including punctuality and preparation. Why join us? We believe in fostering a supportive and vibrant work environment. At our company you will have the chance to: Make a difference in the lives of our members by helping them navigate their financial journeys. Work alongside passionate professionals who share your enthusiasm for lending and member service. Enjoy a competitive compensation, benefits, and opportunities for professional growth. If you are ready to take your career to the next level and make a real impact in the community, and meet the minimum qualifications listed below....we want to hear from you. Apply today! Note: The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time. Qualifications: Education : · HS Diploma or equivalent required. Experience : · Two years or more in a financial institution with previous consumer lending & deposit account experience is required. · NMLS registration is a plus · Sales experience is a plus Skills Required : · Bilingual English/Spanish fluency required. · Must be service-minded and team oriented. · Basic PC skills, including proficiency in Microsoft Word, Excel, and Outlook required. · Requires effective member relation/cross selling skills. · Ability to manage multiple priorities. Performance Standards: Meet new accounts goal monthly. Meet Credit Disability monthly goal on eligible loans. Meet Credit Life monthly goal on eligible loans. Meet goal on Mechanical Repair Coverage Policies sold monthly. Meet goal on GAP Policies sold monthly. Meet minimum monthly loan volume goal. Pay rate $23/hr-$28.00/hr, commensurate with experience. This position includes a full benefit package which includes the Medical insurance, vision, dental, company paid employee life, short-term/long-term disability coverage, EAP, discounts and many other elections. You also get to enjoy a generous PTO and holiday plan and working with a close knit team. Consumer Loans, Lender, Loan processor, Skills & Requirements Qualifications: Education : · HS Diploma or equivalent required. Experience : · Two years or more in a financial institution with previous consumer lending & deposit account experience is required. · NMLS registration is a plus · Sales experience is a plus Skills Required : · Bilingual English/Spanish fluency required. · Must be service-minded and team oriented. · Basic PC skills, including proficiency in Microsoft Word, Excel, and Outlook required. · Requires effective member relation/cross selling skills. · Ability to manage multiple priorities. Performance Standards: Meet new accounts goal monthly. Meet Credit Disability monthly goal on eligible loans. Meet Credit Life monthly goal on eligible loans. Meet goal on Mechanical Repair Coverage Policies sold monthly. Meet goal on GAP Policies sold monthly. Meet minimum monthly loan volume goal. Pay rate $23/hr-$28.00/hr, commensurate with experience. This position includes a full benefit package which includes the Medical insurance, vision, dental, company paid employee life, short-term/long-term disability coverage, EAP, discounts and many other elections. You also get to enjoy a generous PTO and holiday plan and working with a close knit team. Consumer Loans, Lender, Loan processor,
    $23-28 hourly 29d ago
  • Financial Representative with Business Development Focus

    Northwestern Mutual-Monterey District 4.5company rating

    Remote job

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Business Development Skills into a Career in Financial Services with Northwestern Mutual Monterey District! Your ability to build relationships, understand client needs, and deliver tailored solutions could make you an ideal fit for a rewarding career in financial services. We are seeking business development and client-facing professionals with backgrounds in industries such as insurance, auto, advertising, pharmaceuticals, medical equipment, P&C, logistics, real estate, telecom/IT, industrial equipment, or media. Leverage Your Client-Facing Expertise: Your background in business development or consulting has given you strong communication and negotiation skills. In financial services, you could use those same strengths to educate clients, guide decision-making, and build long-term trust. Build Meaningful Relationships: Just as youve cultivated strong client partnerships in your previous roles, this career could offer the opportunity to create lifelong connections while supporting clients through every stage of their financial journey. See the Impact of Your Work: In business development, youve helped organizations and individuals achieve growth. In this role, you could see the direct impact of your guidance as families and communities gain lasting financial security. Unlock Unlimited Earning Potential: A career in financial services could provide significant earning opportunities, along with a clear path for professional growth and leadership. Our thriving office is located at: 479 Pacific St, Ste 1, Monterey, CA 93940 Meet Our Local Team: Anthony Ivancich Managing Director: Time with NM: 14 years. Prior Experience: Anthony studied Finance at Sonoma State University, where he enjoyed playing pick-up basketball and being active in the SAE fraternity. Unsure of his career path after college, a referral from his wifes uncle to a Northwestern Mutual advisor set him on a rewarding journey that has grown into a long-term career. Passionate About: Anthony is deeply committed to his community and faith. He actively volunteers at Calvary Monterey and supports organizations such as Fellowship of Christian Athletes, Tri-Valley Seek and Save, and 360 Serve. He loves traveling, spending time with his family, and is also a proud San Francisco 49ers fan. Francisco Arrevalo Financial Advisor: Time with NM: 3 years. Prior Experience: Francisco played collegiate soccer at Hastings College in Nebraska, where he served as team captain for three years and earned First-Team Academic All-American honors. While there, he founded a mental health awareness organization, Hope120, and co-hosted The Unknown podcast, which focused on sharing real-life stories to inspire others. Passionate About: Francisco is passionate about mental health, youth mentorship, and giving back to the community that shaped him. He volunteers with the Salinas Valley Chamber of Commerce, speaks to high school students through Fellowship of Christian Athletes, and supports local soccer initiatives such as Salinas Soccer Femenil. Outside of work, he enjoys running, playing piano, spending time with his girlfriend Crystal and their dog Peque, and cheering on Real Madrid, Chivas, the San Francisco Giants, Warriors, and 49ers. Sarah Willson Financial Representative: Time with NM: 2 months. Prior Experience: Born and raised in Aptos, California, Sarah began her academic journey at Cabrillo Community College before transferring to CSU Monterey Bay, where she earned her bachelors degree in Mathematics. After graduation, she began her career in the banking industry before transitioning into financial services. Passionate About: Sarah enjoys spending quality time with her family and friends and lives a very active lifestyle. She regularly participates in CrossFit competitions, snowboards in the winter, and enjoys relaxing with Netflix during her downtime. Chandler Sanguinetti Associate Financial Advisor: Time with NM: 3 years. Prior Experience: Originally from Stockton, Chandler moved to Aptos to attend Cabrillo Community College before transferring to CSU Monterey Bay, where he earned a bachelors degree in Business Administration. He began his Northwestern Mutual journey as a college intern and has since grown into a full-time advisor. Passionate About: Chandler is passionate about giving back through his role as treasurer of The Jackson 3 Foundation, a nonprofit that supports children who have lost a parent or guardian. He also loves spending time with family and friends, traveling, golfing, and playing baseball. A country music enthusiast, he proudly roots for the San Francisco Giants and the Raiders. Position Responsibilities for a Financial Representative: Educate clients on financial planning and insurance options. Provide excellent customer service and build lasting relationships. Collaborate with a local supportive team. Position Requirements: Strong communication and interpersonal skills. Goal-oriented with a desire to succeed. Life insurance license and FINRA certifications (or willingness to obtain). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Anthony Ivancich is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $30k-44k yearly est. 5d ago
  • Entry-Level Financial Services Specialist (Remote)

    Global Financial Impact 3.9company rating

    Remote job

    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
    $40k-61k yearly est. 60d+ ago
  • Financial Clearance Rep - Rehab Services

    Fairview Health Services 4.2company rating

    Remote job

    We are seeking a financial clearance rep (FCR) to join our rehab services team! The FCR must be able to effectively articulate payor information in a manner such that therapists, patients and families gain a clear understanding of financial responsibilities.The FCR will be responsible for completing the insurance and benefits verification to determine the patient's benefit level for outpatient therapy services including physical, occupational, speech, cardiac, pulmonary, and hearing aids/audiology. They will obtain benefit levels, screen payor medical policies to determine if the scheduled procedure meets medical necessity guidelines, submit and manage referral and authorization requests/requirements when necessary, and/or ensure that pre-certification notification requirements are met per payor guidelines. They will provide support and process prior authorization appeals and denials, when necessary, in conjunction with revenue cycle and clinical staff. The FCR makes the decision when and how to work with providers, clinical staff, insurance payors and other external sources to assist in obtaining healthcare benefits. * FTE 1.0, authorized for 80 hours per pay period. * Schedule: Monday-Friday, 8:30am - 5:00pm. * Remote position. * Full benefits such as medical, HSA, dental insurance, vision insurance, 403b, PTO, health & wellbeing resources, Health & Wellness funding, and more! M Health Fairview Rehabilitation offers a broad range of services that serve patients across 10 acute-care hospitals, 3 post-acute settings and 70 outpatient adult and pediatric therapy clinics. Consisting of Physical, Occupational and Speech Therapy as well as Audiology and Cardiac & Pulmonary Rehab, our therapists collaborate with colleagues in all medical settings and offer dozens of specialty programs. As an academic health system with residency and fellowship programs and a rehab-focused clinical quality team, we have a collaborative culture that is centered on learning with an emphasis on evidence based, patient-centered care. Rehab's continuing education program offers continuing education courses per year at no cost to employees. Responsibilities * Practice excellent telephone etiquette and active listening skills. * Identify insurances for all new patients that require information/notification from the site for new, continuing, and observation patients. * Document and track all communication with insurers, clinic staff, and patients. * Document each step taken in the process of acquiring benefits, prior authorization, or confirmation compensability determination. * Document pertinent information for therapist use in contacting insurance carrier if further authorization is necessary. * Enters referrals with all pertinent information into Epic referral entry. * Initiate process to establish company account for worker's compensation patients and all other insurances as needed. * Informs patients/clinic/caregiver of denials by insurance companies when pre-authorizing services. * Contact patients with insurance issues such as termed insurance. * Develop a list of key contacts at insurance companies and develop positive working relationships to facilitate ability to retro-authorize claims and increase reimbursement. * Assist in training new insurance staff * Acquire insurance referrals from PCC, if required by insurance. * Submit appeals to insurances for prior authorization, if needed. * Incorporate new changes in insurance verification and adapt to changes in volume of workload. Required Qualifications * 1 year experience in insurance verification/eligibility, financial securing, prior authorization, or related areas. * Experience with electronic health record software. Preferred Qualifications * Associate of Science * Vocational/Technical Training * Epic experience * Insurance/benefit verification experience * Referrals and/or prior authorization experience * Knowledge of medical terminology and clinical documentation review * 2 years of experience working insurance/benefit verification, financial securing, or related areas using an EHR in a healthcare organization * Knowledge of computer system applications, including Microsoft Office 365 Benefit Overview Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: ***************************************************** Compensation Disclaimer An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored. EEO Statement EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status
    $27k-45k yearly est. Auto-Apply 8d ago
  • Specialist, Accountant - Shared Financial Services

    Make-A-Wish America

    Remote job

    Who We Are: Our vision is to grant the wish of every eligible child. Through our mission, we are uniting communities to grant life-changing wishes. As the world's largest wish-granting organization, we strive to create a sense of community and an environment where we warmly embrace our wish families, volunteers, and colleagues. Joining Make-A-Wish means becoming part of a mission that believes in the power of a wish. Location: Remote positions are open to applicants based anywhere in the continental U.S. Hybrid positions are open to applicants based in the Phoenix, Arizona area. Applicants must be authorized to work for ANY employer in the U.S. We do not sponsor employment visas or other immigration processes to attain or maintain employment eligibility. Position Summary: Perform accounting functions for chapters who have elected to use Shared Financial Services (SFS) to ensure financials are recorded accurately and timely. Knowledge and Abilities: Knowledge of financial accounting including generally accepted accounting principles (GAAP) and financial statement preparation to ensure accurate, efficient, timely financial reporting and related processes. Effective verbal and written communication skills to network with other departments within the organization, as well as externally, regarding various issues related to the financial reporting process. Familiarity with audit planning processes and procedures. Excellent knowledge of accounting and information systems applications, preferably in a non-profit environment. Ability to handle sensitive information with a high level of trust and confidentiality and possess strong business ethics. Duties & Responsibilities: Support chapters using SFS in accounting functions to ensure accurate and timely processing. Commit donation batches to Salesforce and post to NetSuite (financial system), the general ledger. Review of check requests for proper coding and approvals. Prepare bank reconciliations and balance sheet reconciliations for review. Records journal entries for monthly financial activity. Prepare financial reporting package including monthly variance report. Reviews, researches, and analyzes data. Responds to inquiries from chapter staff. Assist with gathering of information and documents for annual audit process. Helps prepare chapter's audit workbooks. Assist with running custom reports and queries in NetSuite, and/or Excel, as requested. Builds and maintains relationships with chapters. Provides support for Support Team Staff. Performs other job-related duties, as assigned. Qualifications: Bachelor's degree in Accounting, Finance or related field required. Minimal experience in accounting and/or financial reporting is acceptable with a related educational degree. Experience in excess of one year is helpful. Strong knowledge of Microsoft Office applications required, including demonstrated expertise in Microsoft Excel. Experience in Salesforce and NetSuite is helpful. Working knowledge of nonprofit organizations strongly preferred. Working Conditions: Ability to thrive in a remote environment. Some travel required. May require work outside a traditional Monday - Friday work week, and outside normal business hours. This Role's Hiring Range$51,100-$54,800 USD What We Offer: Benefits Comprehensive benefit package, effective day 1: Medical, Vision*, Dental*, Wellness Competitive compensation with annual incentive potential Health Savings Account and Flexible Spending Account Options Health Reimbursement Account fully funded by Make-A-Wish America Short Term Disability*, Long Term Disability* and Life Insurance Additional Insurance Plans: Accident, Critical Illness, Hospital Indemnity, Pet Insurance through Figo 401(k) Retirement Savings Plan with 5% match after one year of service Eligibility for student loan forgiveness through the Public Service Loan Forgiveness Program The organization will send a laptop, 24” monitor, and a docking station/adaptor to new hires Time Off Up to 15 PTO days 10 Sick Days 11 Paid Holidays 2 Volunteer Days after one year of service 2 Personal Days accrued annually Parental Leave Also... Employee Awards and Recognition Programs Individual and Leadership Development Discounts and special offers for theme parks, events, hotels, concerts, and movie tickets *Monthly premiums paid for the employee for vision, dental, and short/long term disability.
    $51.1k-54.8k yearly Auto-Apply 8d ago
  • Financial Services Specialist

    Apprisen 3.3company rating

    Remote job

    Join Our Team as a Financial Services Specialist! At Apprisen, we're revolutionizing financial well-being every day! We provide cutting-edge financial education and guidance to help our clients achieve personal money management success in a dynamic, fast-paced environment. Since our inception in 1955, we have helped over a million families and individuals. Our mission is clear: “Helping people improve their financial well-being through counseling, community outreach, and financial education." Why You'll Love Working with Us • Industry Leader: Join a team celebrated by Fortune, Investopedia, and Forbes for excellence in credit counseling services. • 100% Remote & Flexible: Make a meaningful impact from the comfort of your home! • Innovative Work: Leverage the latest technology to help clients achieve financial stability and success. • Certification Opportunities: Achieve your Certified Consumer Credit Counselor Certification and enhance your expertise. • Skill Development: Access continuous learning opportunities to expand your knowledge and skills in financial counseling and education. • Gratifying Impact: Experience the heartfelt gratitude from clients whose lives you've helped transform. • Voice and Influence: Be a valued voice within the organization, contributing to continuous improvements and innovations. • Awesome Benefits 401k Generous Paid Time Off plan Medical, dental, and vision insurance Life insurance Short and long-term disability Flexible Spending Public Student Loan Forgiveness Eligible Employer What You'll Do Connect with Clients: Engage with clients in person, by phone, and online, building meaningful relationships and trust. Analyze and Advise: Dive deep into clients' financial information to develop personalized action plans that truly make a difference. Present Solutions: Offer tailored financial options and solutions, empowering clients to take control of their financial futures. Community Engagement: Represent Apprisen in local communities, providing invaluable financial education to groups and making a lasting impact. What We're Looking For Passion for Helping Others: A genuine desire to make a positive impact in people's lives. Language Skills: Bilingual proficiency is a plus, but not required. Flexibility: Ability to adjust to varying schedules and work hours. Required Skills Tech-Savvy: Strong computer skills and the ability to quickly adapt to new technologies. Educational Background: Bachelor's degree or equivalent work experience and education. Innovative Thinker: An innovative mindset to develop new solutions to complex challenges. Communication Skills: Excellent listening, verbal, and written communication skills to effectively connect with clients. Self-Motivated Learner: Strong self-learning skills to acquire new competencies independently. Organizational Skills: Excellent time management and organizational skills to handle multiple tasks efficiently. Ready to Make a Difference? Join us and be part of a transformative journey! At Apprisen, you'll be at the forefront of improving financial well-being through counseling, community outreach, and financial education. Apply now and start making a real difference in people's lives today! Note: Satisfactory credit, background, and drug pre-employment screens required. Apprisen is an equal opportunity employer.
    $30k-38k yearly est. Auto-Apply 13d ago
  • Remote Financial Representative- Entry Level

    The Delaney Agency 4.1company rating

    Remote job

    About the Opportunity: LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales. We have qualified leads and step-by-step training to help you succeed in a performance-based, commission-only role. If you're self-motivated and ready to work, we're ready to help you grow. Key Responsibilities: Conduct virtual consultations via phone or video with individuals who have requested information Identify client needs and offer tailored coverage solutions Follow up with prospects and manage your pipeline in our CRM Participate in ongoing training and mentorship sessions Work independently and meet individual performance goals What We Offer: Commission-based compensation with uncapped earning potential Warm, high-intent leads Remote work with flexible scheduling Access to ongoing coaching, scripts, and support Clear advancement path for motivated individuals Qualifications: No sales experience required-training provided Excellent communication and interpersonal skills Self-disciplined, goal-oriented, and coachable Comfortable using basic digital tools (Zoom, CRM) Must be legally authorized to work in the U.S. Life insurance license preferred (or willingness to obtain with guidance) Ready to take control of your time and income? Apply today to join LifePro Recruitment and build a career that fits your goals and lifestyle. Job Types: Full-time, Part-time, Permanent Pay: $67,090.60 - $80,797.28 per year Benefits: Dental insurance Flexible schedule Health insurance Vision insurance Compensation Package: 1099 contract Bonus opportunities Commission only Commission pay Work Location: Remote
    $21k-26k yearly est. Auto-Apply 29d ago
  • Financial Services Representative

    Primerica 4.6company rating

    Remote job

    Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker
    $31k-39k yearly est. Auto-Apply 60d+ ago
  • Patient Financial Service Representative I

    CWI Landholdings 3.0company rating

    Remote job

    At Children's Wisconsin, we believe kids deserve the best. Children's Wisconsin is a nationally recognized health system dedicated solely to the health and well-being of children. We provide primary care, specialty care, urgent care, emergency care, community health services, foster and adoption services, child and family counseling, child advocacy services and family resource centers. Our reputation draws patients and families from around the country. We offer a wide variety of rewarding career opportunities and are seeking individuals dedicated to helping us achieve our vision of the healthiest kids in the country. If you want to work for an organization that makes a difference for children and families, and encourages you to be at your best every day, please apply today. Please follow this link for a closer look at what it's like to work at Children's Wisconsin: *********************************** Job Summary: Responsible for answering a high volume of inbound daily telephone calls within Patient Financial Services department, a cross-functional department supporting all areas of Children's Hospital and Children's Specialty Group (MCW) revenue cycle. As the front line of CHW and MCW/CSG's revenue cycle, must provide exemplary service to our patients and families showing empathy and compassion while still working to meet the goals of resolving account balances. Troubleshoots and problem solves patient family billing, payer, payment posting or system issues for all areas of the organization. Essential Functions: Works as part of a cross-functional team that must maintain knowledge of all hospital billing, physician billing, coding, medical records, and financial clearance functions across multiple service areas. Acts as a patient resource for navigating through the various departments of our health system. Works in a fast-paced call center environment, promptly and professionally answering inbound telephone calls, meeting department service standards and expectations. Negotiates payment plan arrangement and screens for financial assistance needs. Responds to patient's questions in a timely, professional manner Multi-tasks by working accounts in work queues to resolve self-pay balance issues while answering inbound calls. Utilizes patient billing software, which includes adding appropriate documentation of steps taken to obtain payment, respond to inquiries or resolve accounts Educates and supports parents, families, and representatives with questions regarding CHW account balances. Educates families on insurance and revenue cycle processes. Determines when rebilling is appropriate and takes necessary steps in billing system to complete. Legacy Essential Functions: Reviews in-coming correspondence and respond accordingly. Updates billing information Reviews and updates return mail with new addresses Utilizes Forward Health eligibility website to search for coverage for uninsured patients and takes necessary steps in billing system to complete eligibility check Investigates and resolves straight forward credit balances. Determines appropriate next steps; transferring funds, requesting patient refund Collaborates with Financial Counseling, Social Services, Patient Relations, Account Resolution Reps or other department members to resolve patient concerns, and patient balances Works within the Medical College of WI service area in billing system to resolve shared services account balances Escalates situations to leadership when appropriate for service recovery and timely resolution Education: High School graduate or Certificate of General Educational Development (GED) or High School Equivalency Diploma (HSED) Required Experience: 1+ years related experience in insurance, collections, or customer service experience preferably in a healthcare setting. Required Knowledge, Skills and Abilities: Knowledge of claims processing and computerized systems desirable. Interpersonal skills necessary to efficiently respond to questions from patients and families regarding hospital financial policies, outside agencies' programs and physician offices to help resolve patient financial issues. Ability to hold composure and poise in escalated situations. Strong multi-tasking, organizational and time management skills. Ability to verbally communicate effectively in a professional manner to families, physicians and outside agencies. Ability to work as part of a team, demonstrating collaboration and flexibility. Must have knowledge of all revenue cycle operations and processes. Must be able to read and interpret insurance explanation of benefits to accurately process work and resolve problems Required for All Jobs: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that may be requested in the performance of this job. Employment is at-will. This document does not create an employment contract, implied or otherwise. Full Remote Work Opportunity! Children's Wisconsin is an equal opportunity / affirmative action employer. We are committed to creating a diverse and inclusive environment for all employees. We treat everyone with dignity, respect, and fairness. We do not discriminate against any person on the basis of race, color, religion, sex, gender, gender identity and/or expression, sexual orientation, national origin, age, disability, veteran status, or any other status or condition protected by the law. Certifications/Licenses:
    $24k-35k yearly est. Auto-Apply 44d ago

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