Southwest Business Corporation jobs - 41 jobs

SWBC is seeking a talented individual to be responsible for developing, implementing, and overseeing a comprehensive enterprise-wide security strategy aligned with industry best practices. This position ensures the protection of personnel, facilities, assets, and information through the integration of physical security, executive protection, risk management, crisis response, and compliance programs. The VP leads and works by, with, and through cross-functional teams in conducting threat assessments, managing security technologies, and coordinating emergency preparedness and response. The role requires demonstrated expertise in security principles and practices, business operations, investigations, personnel and physical security, information protection, and crisis management. Demonstrated experience ensuring adherence to globally recognized standards of professional security management is required. This is a hands-on leadership role requiring direct involvement in execution of operational security tasks and field activities. Why you'll love this role: If you're ready to apply your deep expertise in physical security, executive protection, and enterprise risk management to a high-impact leadership role, this is the opportunity for you. As Vice President of Physical Security and Protective Services, you'll work alongside top-tier professionals in security, technology, and business operations within the financial services industry. This is a legitimate, hands-on security leadership role that will challenge every skill you've earned and likely demand the development of new ones. The ceiling is high, the pace is fast, and the challenges are daily. You'll help lead a mission-critical program that protects people, assets, and information across domestic and international locations, including executive and employee protection and crisis response initiatives. This role offers the chance to shape and execute enterprise-wide strategies aligned with industry standards, while leveraging cutting-edge security technologies and intelligence. You'll collaborate with law enforcement and global partners, mentor a multi-skilled team, and drive innovation in areas like travel security, emergency preparedness, and threat assessment. In addition, you must be able to show your work to internal and external auditors. Our culture values empowerment, continuous improvement, and shared success. We work hard, support one another, and celebrate wins together. This is a serious position, for a serious candidate. Essential duties include the following: * Leads the development and execution of enterprise-wide physical security and executive protection programs aligned with ASIS and ISO standards. * Develops and implements security strategies tailored to the financial services industry, including fraud prevention, branch security, and protection of assets. * Coordinates and oversees physical security operations in U.S. and international offices, including Monterrey, Mexico. * Monitors global and regional threat intelligence to inform executive protection and travel security planning. * Oversees physical security systems including access control, surveillance, intrusion detection, and perimeter protection. * Oversees visitor control and reception operations, including entry control procedures and front desk security protocols. * Manages personal protection, concierge services, and transportation security for executives and high-risk personnel. * Oversees vehicle fleet management, including acceptable use policies, maintenance, and operational readiness. * Directs executive protection operations including threat assessments, secure travel, and event security. * Protects personnel and assets from threats including fraud, sabotage, robbery, arson, and industrial espionage. * Implements procedures for handling, safekeeping, and destruction of sensitive or classified materials. * Conducts and manages security risk assessments, audits, and continuous improvement initiatives. * Ensures compliance with applicable U.S. and international laws, including data protection and labor regulations in Mexico. * Supports investigations, evidence handling, and coordination with legal counsel. * Leads organizational response efforts during emergencies, coordinating recovery actions and resources, but does not serve as the designated Incident Commander. * Demonstrates leadership in crisis situations, including high-pressure decision-making and coordination. * Supervises internal and external security personnel, ensuring performance and policy adherence. * Promotes security awareness and training programs across the organization. * Prepares and delivers briefings, presentations, and training sessions to diverse internal and external audiences. * Collaborates with law enforcement, emergency services, and public/private sector partners in both domestic and international jurisdictions. Serious candidates will possess the minimum qualifications: * Bachelor's degree in Criminal Justice, Security Management, Law Enforcement, or related field; Master's preferred. * Certified Protection Professional (CPP) certification from ASIS International is required or must be obtained within 12 months of hire. * Minimum of ten (10) years of progressive experience in law enforcement, military, corporate security, or executive protection, with 5+ years in a senior leadership role. * Minimum of five (5) years in Enterprise Security Risk Management (ESRM). * Valid driver's license with a clean driving record. * Proven expertise in physical security, executive protection, emergency management, and investigations. * Experience with executive threat assessment and travel security planning * Understanding with ASIS standards and ISO 22301/27001 frameworks * Strong knowledge of risk assessment, crisis management, and business continuity planning. * Demonstrated ability to lead in crisis situations. * Exceptional communication (written and verbal) and interpersonal skills to effectively brief, present, train, and communicate with a wide range of personnel. * Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Microsoft Project, and Adobe Acrobat. * Ability to travel locally, nationally, and internationally; must be able to lift 20-40 lbs and perform physical tasks as needed. * Able to stoop, kneel, push, or pull equipment and sit for extended periods of time. * Valid Commissioned Security Officer license (Texas DPS or equivalent) preferred. * Spanish language proficiency preferred. * Contract/vendor management and RFP development preferred. * Security system design and integration preferred. * Crisis communication and incident command systems (ICS) preferred. * Experience in financial services security operations preferred. * Fleet and transportation security management preferred. * Extensive knowledge of first aid and emergency medical response preferred. SWBC offers*: * Competitive overall compensation package * Work/Life balance * Employee engagement activities and recognition awards * Years of Service awards * Career enhancement and growth opportunities * Leadership Academy and Mentor Program * Continuing education and career certifications * Variety of healthcare coverage options * Traditional and Roth 401(k) retirement plans * Lucrative Wellness Program * Based upon employee eligibility Additional Information: SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law. To learn more about SWBC, visit our website at ************* If interested, please click the appropriate apply button.

WORLD DIVISION - Gulf States The Division Broking Leader is a strategic and influential senior broking leader with a proven ability to negotiate and drive optimal outcomes for clients and prospects across diverse market segments. The DBL leads and orchestrates all broking activities for new and renewal business, aligning with organizational goals for client retention and growth. The DBL demonstrates deep expertise in insurance coverages, carrier underwriting guidelines, alternative funding strategies, and evolving legislative frameworks. Builds and nurtures high-impact relationships with clients, carrier partners, and internal stakeholders, fostering collaboration and delivering exceptional value. Serves as a trusted advisor and thought leader, championing innovation and excellence in broking practices. RESPONSIBILITIES Lead placement strategy with World Client Advisors and Account Executives to achieve optimal outcomes for clients and prospective clients Drive a competitive coverage placement process and demonstrate strong negotiation skills to achieve appropriate cost, coverage, and capacity targets for clients and prospective clients Maintain productive and responsive relationships with underwriting managers, practice leaders, and business development managers of World's key Trading Partners Participate as requested in client and prospective client introductory, strategic, planning, and proposal meetings, and represent World in a professional and responsive manner Promote utilization of strategic Trading Partners critical to maintaining secure and dependable relationships for World to generate optimal outcomes for clients and prospective clients Collaborate with peers and national resources as necessary to ensure client's and prospective client's coverage needs are comprehensively addresses Manage business models in accordance with corporate KPIs Exhibit strong leadership capacity in training, developing, supervising, and appraising associates to ensure they experience a productive and fulfilling career path at World Productively and with clear vision, lead a team of diverse placement professionals who possess varying levels of expertise and skill in distant locations to achieve defined goals and objectives Serve as primary internal source of information concerning market trends, pricing practices, and other underwriting policies Assist in developing Broking Practice policies and procedures to support our commitment to continuous improvement Maintain focus on World-authorized workflow and standard operating procedures to support the delivery of a consistent service model across the World enterprise ESSENTIAL SKILLS/COMPETENCIES Comprehensive understanding of World's scope of expertise, structure, distribution strategy, and value proposition Broad and diverse knowledge of the global insurance industry marketplace including: Middle market and large account segments All property and casualty products Excess and Surplus Lines marketplace and how to access London and Bermuda market facilities Property and Casualty program designs including guaranteed cost/first dollar, deductible/retention structures, quota share & layered property programs, liability towers, risk management, and alternative risk Project/process management discipline and follow-through Compelling deductive reasoning skills Strong leadership capabilities+ Substantial inter-personal skills and associate engagement expertise Effective listening and communication skills Collaborative nature Action-oriented, ambitious, initiative-taker Analytical and creative thinker Commitment to continuous learning and development Good understanding of complex property and casualty insurance programs, risk management, and alternative risk structures Purposeful, results-driven, competitive, tenacious desire to win Understands how to identify and apply corporate resources to achieve optimal outcomes for clients and prospective clients Knowledgeable of the global insurance marketplace and keeps current with changing marketplace landscape Strong ability to influence and negotiate with trading partner peers, and achieve optimal outcomes for clients and prospective clients LEADERSHIP Committed to working in a shared leadership environment and among cross-functional teams and promoting World values of collaboration, excellence, leadership, innovation, and integrity Lead through empowerment, engagement, collaboration, feedback, and buy-in from others Collaborate with Practice Leaders, Division Leaders, Division Growth & Service Leaders to ensure Broking objectives are in accordance with World corporate objectives Stay aligned with customer acquisition strategies to ensure Broking activity effectively supports business growth initiatives Support and embed World workflow processes and procedures Represent World brand to the global marketplace in a professional manner Identify creative ways to work more efficiently with our key trading partners Identify and maintain close relationships with World's key trading partners decision-makers at regional management level Encourage other associates to align with World initiatives, values, and principles Confident to challenge those whose behavior's conflict with World values and principles WORK EXPERIENCE/JOB QUALIFICATIONS Minimum 10 years industry experience in risk management and insurance brokerage, underwriting, and carrier relationship management role; or in combination Minimum 5 years in leadership role with high-performing, successful teams, including goal setting and associate performance review responsibilities Complete Understanding of a national insurance broker's sales, service, and broking platforms COMPUTER SOFTWARE SKILLS Proficient in all Microsoft office products Mid-level expertise with excel PROFESSIONAL LICENSES/CERTIFICATIONS Preferred insurance designation such as CPCU, CIC, or ARM Licensed Property & Casualty insurance producer in resident state EDUCATION 4-year college degree from an accredited institution or equivalent professional designation #LI-HZ1 #LI-Remote

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Personal Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World's unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities Identify, prospect, and cultivate new business opportunities, focusing on High- Net worth and Private Client accounts, including affluent individuals, family offices, wealth managers, and key centers of influence Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing Track all sales activities in HubSpot and leverage HubSpot to its fullest potential Utilize World's broad platform to bring risk management solutions to individuals and business owners. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services. Qualifications Must have proven experience with a range of insurance solutions to bring value to clients Must be willing to become each client's trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services) Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business It is meaningful, but not mandatory, if you have: Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company's training program; Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World's employees and World's work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World's business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Talent team. #LI-MS1

This position is responsible for the initial setup and investigation of claims prior to the assignment of the claim to a licensed adjuster. This will include researching and investigating EZ Claim Total Loss, GAP, CPI and others as assigned. This position will involve the initial processing and investigation of 20-40 claims per day. This position ensures that all claim documentation is thoroughly reviewed and assessed for coverage application. This position will also review database information found in systems such as Unitrac, insurance company websites, Lexis Nexis, ISO, and other automobile databases to investigate the applicability of insurance coverage to certain claim types prior to the assignment to a Claims Adjuster or Analyst. The key responsibilities of this job are both administrative and investigative. The ability to understand and apply the basic coverage aspects of insurance policies is required along with securing all required documentation for claim calculation/adjudication. Associates in this position must process and investigate a high volume of incoming claim assignments, evaluate coverage through an investigative set of online tools and databases, as well as insurance records within our insurance tracking system. This is a high production, detail-oriented, investigative position that requires strong analytical abilities. Job Duties and Responsibilites Review all required claim documentation including security agreements, condition reports, loan histories, valuation databases, statements by pertinent parties, ISO, Lexis Nexis and other public and private sources of insurance verification, and accident report providers to match the damage on a unit of collateral to a corresponding insurance policy; Determine the appropriate application of coverage and damage to identify those claims with the highest amount of recovery potential for EZ Claim Total Losses ; refer timely and accurately to more senior level adjusting staff for adjudication and collection; Adjudicate claims within the guidelines of the appropriate carrier on GAP and CPI. Then, refer to licensed adjuster for final claim calculation and release Ability to use and understand programs associated with auto valuation including CCC, Auto Appraisal information (AUDATEX), ISO, NADA, Kelley Blue Book, and other adjusting tools; Meet and exceed all established recovery and claim service standards and benchmarks for a Claims Investigator. Promptly and effectively respond to both carrier and lender correspondence and claim inquiries in a professional manner. Answer incoming calls to the claims department and handle or direct as necessary; Complete other special projects and duties as assigned Obtain adjuster licenses as needed Qualifications: Associate college degree required except in the following circumstances: Internal insurance/recovery claim experience as a Claim Processor or Claim Specialist with a minimum of 9 months to 2 years of internal experience A HS degree with a minimum of 1-3 years of insurance claim experience Property and Casualty insurance experience of 1-3 years highly preferred; Preference given to those with Claim Processor or Claim Specialist experience; Excellent telephone, written, and verbal communication skills required; Strong decision making and organizational skills required; Strong analytical and investigative skills required, along with the ability to explain insurance policy language; Strong drive for results with a proven track record of achievement as results are tied directly to recoverable claim dollars; Ability to evaluate potential claims which would include using intellect to interpret policy provisions and apply the policy language to individual claim losses; Ability to discern important file facts and document all pertinent issues associated with individual claim files with some level of supervision; Ability to determine coverage and damages owed on claims by assessing the merits of individual claim files and applying the facts uncovered through the investigation and evaluation process; Ability to interpret and comply with all regulatory mandates within individual jurisdictions, including state adjusting licensing requirements. Ability to investigate the potential for recovery by examining the evidence of the loss and confirming the existence of insurance or other responsible parties; Ability to compute in all units of measure, using whole numbers, common fractions, and decimals; ability to compute rate, ratio, and percent, and to draw and interpret statistical material Ability to solve practical problems and deal with a variety of concrete variables in situations where limited standardizations exist; Mastery knowledge of computer databases and investigative sites with the ability to use internal e-mail system and the ability to type at least 45 WPM; Strong attention to detail Ability to work independently in a fast-paced environment production environment

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic planning. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality. Primary Responsibilities Primary Activities (at least 60% of time) Evaluates exposures, obtains quotes, review, negotiate and finalize quotes Obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations. Determines Markets within Core Carrier Strategy Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor. Creates complete carrier submission and submits Obtains signed binding and notifies carriers Reviews binding documents for accuracy Contract Reviews Other Responsibilities, as applicable Set up and maintain accurate account details, contacts, and policy information in EPIC Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance Attach, organize, and name documents in EPIC Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. Create activities in EPIC and assign to applicable team member Maybe responsible for ordering loss runs, generating proofs and endorsement and audit review. Position Specific Skills/Qualifications Work Experience 3+ years' experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages Professional Licenses/Certifications Must hold state Property & Casualty insurance license Essential Skills/Competencies Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products. Able to understand new technology platforms quickly. Proficient in agency management systems (EPIC) and carrier sites. Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues. Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs. Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert. Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects. Able to solve difficult problems that are not routine, but not overly complex. Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them. Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service. Education High School Diploma or equivalent experience. Physical Demands & Working Conditions Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-HZ1

SWBC is seeking a talented individual to perform as a supervisor on the payroll team while maintaining high confidentiality and effective communication of all employee-related payroll information. Prominent team member in the PEO payroll division specializing in the PEO payroll processes and procedures as well as providing payroll support for the team. Assists Payroll Manager with human resource functions, possible changes to current procedures, and performs payroll projects for the betterment of the team. Individual also processes payroll for high profile clients. Essential duties include the following: * Processes Payroll for Client Companies and supervises selected members of the payroll team. * Works with Clients to resolve payroll issues. * Interacts with Client companies and employees regarding payroll questions and problem resolution. * Enters and ensures New Hires are processed correctly in Timekeeping systems. * Audit the payment of high compensation as well as bonus payments and the Child Support arrearage lump sum payment process. * Initiates direct deposits when necessary. * Verifies accuracy of information, checking for possible FLSA violations. Enters and ensures New Hires are processed correctly in the Payroll Systems. * Process employee payment types. * W-4 and I-9 maintenance. * Processes general deductions. * Maintains client contact information and list of standard clients requested reports. Assist Payroll Specialist with labor issues, tax withholding, deductions, documentation etc. * Process data changes. * Maintains knowledge of government contract requirements (example Davis Bacon Act and McNamara-O'Hara Service Contract Act) including certified payroll reporting, wage decisions, fringe benefits, and job classifications and assist clients with compliance. Assist clients with set up of Wrap Up Programs including ROCIP, OCIP and CCIP reporting requirements. * Performs all other duties as assigned. Serious candidates will possess the minimum qualifications: * High School Diploma or GED required. * Minimum of 6+ years of experience as it pertains to payroll processing, garnishments & general deductions, and W-2 & I-9 maintenance. * CPP certification preferred. * Bilingual preferred. * Strong working knowledge of processing job costed and certified payrolls. * Strong working knowledge of personal computers and payroll database systems. * Working knowledge of handling routine payroll tasks and effectively communicating the results. * Knowledge of time clock systems. * Knowledge of state laws concerning payroll, overtime, and the like. * Able to process multiple payrolls for numerous Clients with various payroll schedules * Proficient skills in MS Excel, Prism HR, Word, and PowerPoint. * Excellent written and verbal communication skills. * Excellent interpersonal skills. * Strong ability to focus on details, demonstrate accuracy, and maintain a high level of confidentiality. SWBC offers*: * Competitive overall compensation package * Work/Life balance * Employee engagement activities and recognition awards * Years of Service awards * Career enhancement and growth opportunities * Leadership Academy and Mentor Program * Continuing education and career certifications * Variety of healthcare coverage options * Traditional and Roth 401(k) retirement plans * Lucrative Wellness Program * Based upon employee eligibility Additional Information: SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law. To learn more about SWBC, visit our website at ************* If interested, please click the appropriate apply button.

SWIVEL is seeking a motivated intern to lead projects focused on the design and improvement of customer experience processes, agent-level workflows, and internal support systems. This internship offers hands-on experience to customer support operations, process design, knowledge management, and cross-functional collaboration. You'll work alongside Support, Product, Engineering and other departments to shape the customer support experience, measure support performance, and improve processes. Why you'll love this role: In this role, you'll gain hands-on experience in project management, customer support operations, and process improvement while working on initiatives that truly make an impact. You'll collaborate across teams, learning how cross-functional partnerships drive success, and receive mentorship from seasoned professionals in customer experience design. Most importantly, you'll have the opportunity to contribute to meaningful projects that enhance customer satisfaction and shape the way we deliver exceptional service. Essential duties include the following: * Lead projects to improve customer support processes and identifying areas for automation. * Support the team in documenting workflows, escalation paths, and internal procedures. * Participate in quality calibration sessions and help track resolution metrics. * Learn to analyze customer feedback and operational data to identify pain points and improvement opportunities. * Collaborate with cross-functional teams (Product, Engineering, Design, Legal) during product support planning and rollout. * Help maintain project documentation and schedules under guidance from senior team members. * Contribute to the creation and updating of training materials, support documentation, and process guides. * Shadow team members to understand how support design impacts customer satisfaction and operational efficiency. * Take part in team meetings, brainstorming sessions, and project planning discussions. Serious candidates will possess the minimum qualifications: * Currently pursuing a Bachelor's degree in business, marketing, information technology, or a related field. * Strong interest in project management, customer experience, process design, and operational improvement. * Excellent communication and organizational skills. * Comfortable working in a collaborative, fast-paced environment. * Basic proficiency in Microsoft Office (Word, Excel, PowerPoint); familiarity with SaaS tools is a plus. * Analytical mindset with a willingness to learn and contribute. * Able to sit for extended periods. SWBC offers*: * Competitive overall compensation package * Work/Life balance * Employee engagement activities and recognition awards * Years of Service awards * Career enhancement and growth opportunities * Leadership Academy and Mentor Program * Continuing education and career certifications * Variety of healthcare coverage options * Traditional and Roth 401(k) retirement plans * Lucrative Wellness Program * Based upon employee eligibility Additional Information: SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law. To learn more about SWBC, visit our website at ************* If interested, please click the appropriate apply button.

SWIVEL is seeking a talented individual to lead our Quality Engineering efforts. This role involves strategic planning, team leadership, and hands-on technical expertise to ensure the delivery of high-quality software products. The ideal candidate will collaborate across teams, drive automation initiatives, and foster a culture of continuous improvement. Why you'll love this role: Are you a seasoned Quality Engineering Manager and ready to take the next step? Then this role is for you. You'll lead a team of talented engineers, shape the future of quality engineering, and have a direct impact on the reliability of products used by thousands of customers. Essential duties include the following: * Collaborate with the QE Director and senior leadership to implement automation strategies across teams. * Mentor Quality Engineers to uphold high standards of product quality and drive quality expectations for releases. * Monitor and manage daily operations of the software quality engineering team. * Assign testing tasks and manage resource allocation effectively. * Foster a culture of ownership, accountability, and continuous learning within the QE team. * Support team members in their career growth through coaching, training, and development plans. * Design, build, and maintain robust automation frameworks for UI, API, and Microservices testing. * Develop custom test harnesses and tools to accelerate test execution when needed. * Create and maintain manual and automated test scripts (Web, API, Microservices). * Manage manual test cases within test management tools for effective maintenance. * Maintain test data to support comprehensive test coverage, either through the application or directly via data sources. * Design and implement both functional and non-functional test strategies, including load testing, accessibility, Contract Testing and visual testing. * Monitor automation execution trends and ensure timely completion and maintenance of test suites. * Test application features against functional and non-functional requirements. * Understand and apply industry best practices in Agile testing, test automation, and performance testing. * Ensure testing practices align with regulatory standards and compliance requirements (e.g., PCI-DSS, SOC 2, WCAG) where applicable. * Work closely with Product Owners, Scrum Masters and development teams to understand product vision and goals. * Act as a quality advocate across the organization, influencing engineering and product decisions to prioritize quality from ideation through delivery. * Foster collaboration across engineering, database, integration, and customer support teams. * Lead ongoing quality improvement initiatives through process and tool enhancements. * Define and track KPIs such as defect leakage rate, test coverage, automation ROI, and release quality metrics to measure team impact. * Develop, manage, and report Quality Assurance metrics to identify areas for performance improvement. * This role may include other duties as assigned to support the overall success of the Quality Engineering team. Serious candidates possess the minimum qualifications: * Bachelor's degree in computer science or a related field from an accredited four-year college or university, or equivalent work experience. * Minimum of seven (7) years of experience in software quality assurance, including direct experience in test suite automation strategy, tool implementation, and maintenance. * Strong knowledge of Agile development practices and methodologies. * Deep understanding of software testing methodologies including requirements traceability, defect management, defect analysis, injection/detection analysis, and defect remediation. * Strong organizational, interpersonal, and verbal/written communication skills. * Ability to effectively write and present business correspondence, reports, and technical documentation. * Experience managing large, multi-platform testing efforts. * Hands-on experience with tools such as Selenium or Playwright SoapUI, Postman, RestSharp, JMeter, AWS, and SQL. * Experience with CI/CD pipelines (e.g., Jenkins, GitHub Actions). * Familiarity with containerization and orchestration (Docker, Kubernetes). * Experience with observability tools (e.g., Grafana, Datadog) for monitoring test environments. * Experience with performance testing tools and accessibility standards. * Familiarity with cloud platforms (AWS). * Knowledge of test data management and synthetic data generation. * Experience in the Payments domain is a strong plus. SWBC offers*: * Competitive overall compensation package * Work/Life balance * Employee engagement activities and recognition awards * Years of Service awards * Career enhancement and growth opportunities * Leadership Academy and Mentor Program * Continuing education and career certifications * Variety of healthcare coverage options * Traditional and Roth 401(k) retirement plans * Lucrative Wellness Program * Based upon employee eligibility Additional Information: SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law. To learn more about SWBC, visit our website at ************* If interested, please click the appropriate apply button.

Job DescriptionBenefits: Bonus based on performance Opportunity for advancement Training & development Entry Level Sales Representative San Antonio, TX Ready to launch your career in sales? Were looking for driven, outgoing, and motivated individuals to join our team as Entry Level Sales Representatives in San Antonio, TX. This is your chance to get hands-on experience, grow fast, and start a career with unlimited potential! What Youll Get Immediate Start + Paid Training No experience? No problem. Well teach you everything. Career Advancement Clear path into leadership and management roles. High-Energy Team Culture Fun, competitive, and supportive environment. Earning Potential Competitive base pay + bonuses + commission opportunities. Average first-year earnings: $45,000$65,000+ depending on performance. What Youll Do Engage directly with customers and present tailored solutions. Build and maintain strong relationships with clients. Deliver high-quality service and represent our brand with integrity. Collaborate with your team to hit goals and celebrate wins. Manage leads and performance through Salesforce. What Were Looking For Excellent communication and people skills. Positive, coachable, and goal-oriented mindset. 12 years of customer service, retail, or sales experience preferred (but not required). Passion for growth, competition, and personal development. Details Location: San Antonio, TX (in-person only) Schedule: Full-time, 8-hour day shift, Monday through Friday. Apply Now! If youre hungry to learn, ready to grow, and want a career with real earning potential apply today to schedule your immediate interview!

SWBC is seeking a talented individual to develop and test the Quality Control Plan against department procedures, provide departmental risk analysis, and determine best practices that meet industry standards and guidelines. Why you'll love this role: You will love this role because Quality Control is an essential role to move a loan file through closing. As a team we work together on a daily basis in a fast-paced environment to ensure all loans that are submitted same day are reviewed in a timely manner so a borrower can close on their loan. Essential duties include the following: * Develops comprehensive testing of all aspects of the SWBC Mortgage Quality Control plan. * Evaluates and provides appropriate solutions for risk issues and presents to Senior and Executive Management. * Reviews the SWBC Mortgage Quality Control plan to ensures all investor requirements are addressed within the plan. * Oversees the preparation or prepares responses to both internal and external business audits. * Conducts internal testing with a focus on procedural efficiencies and regulatory and compliance standards for SWBC Mortgage. * Implements processes and procedures as well as policy controls to maintain accuracy and efficiency and reduces risk. Serious candidates will possess the minimum qualifications: * Associate's Degree in Business, Finance, or related field of study from an accredited four-year college or university or equivalent experience required. * Minimum of two (2) years of experience in quality control or mortgage operations knowledge of underwriting, processing, closing, and originating, which includes at least two (2) years as a Quality Control Analyst I or related experience. * Strong leadership and project management skills. * Self-starter with a working knowledge of quality management fundamentals, data analysis, and policy creation. * Ability to maintain a balance between risk mitigation and operational efficiency. * Strong analytical, organizational, time management, and decision making skills. * Ability to handle multiple demands and priorities, take initiative, and work independently. * Thorough understanding of underwriting policies and procedures including investor guidelines and regulatory updates. * Strong ability to focus on details, demonstrate accuracy, and maintain a high level of confidentiality. * Clear and concise verbal and written communication skills. * Able to type at least 40 WPM accurately. * Ability to work in a fast paced production environment. * Possess working knowledge of personal computers to include MS Word and Excel. * Able to sit for long periods of time analyzing mortgage loan processing data. * Able to lift/push/pull/stoop/kneel 10 - 20 lbs. of files or other loan processing documents. SWBC offers*: * Competitive overall compensation package * Work/Life balance * Employee engagement activities and recognition awards * Years of Service awards * Career enhancement and growth opportunities * Leadership Academy and Mentor Program * Continuing education and career certifications * Variety of healthcare coverage options * Traditional and Roth 401(k) retirement plans * Lucrative Wellness Program * Based upon employee eligibility Additional Information: SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law. To learn more about SWBC, visit our website at ************* If interested, please click the appropriate apply button.

SWBC is seeking a talented individual that will play a key role in supporting dealer and agent operations by managing documentation, processing claims, and ensuring accurate reporting. This position is essential for maintaining smooth workflows between internal teams and external partners, contributing to overall efficiency and customer satisfaction. Why you'll love this role: You'll thrive in this role if you enjoy working in a dynamic environment where attention to detail and problem-solving make a real impact. This position offers the opportunity to collaborate with multiple teams, build strong relationships with dealers and agents, and develop expertise in administrative and claims processes. Plus, you'll be part of a supportive team that values growth and continuous learning. Essential duties include the following: * Manage new dealer and agent setups, ensuring all required documentation is complete and properly recorded. * Reach out to dealers and agents regarding pending contracts, missing documents, or incomplete information. * Follow up with dealers and agents on claims and pending contracts to ensure timely processing. * Maintain accurate and organized records of all dealer and agent information in company systems. * Manage new administrator setups, ensuring a seamless launch with proper documentation and training. * Manage and become proficient in claims processes across multiple products. * Conduct claims outreach to dealers, customers, members or agents as needed for missing information or updates. * Ensure proper flow and submission of documentation for PowerBuy and ADR claims, verifying completeness and accuracy. * Coordinate with internal teams and accounting to resolve discrepancies or escalate issues promptly. * Provide responsive and professional communication to partners and customers throughout the claims process. * Process daily dealer deposits and reconcile transactions for accuracy. * Follow up on outstanding contract remittances. * Assist with preparation and distribution of monthly commission statements to dealers and partners. * Support reporting functions and ensure all data aligns with accounting requirements. * Collaborate with internal data team to ensure timely receipt and accuracy of all TPA data files. * Work with Administrator's to identify and resolve data discrepancies promptly. * Oversee the transmission of reporting to carriers and accounting teams, ensuring deadlines and compliance requirements are met. * Assist with other administrative and operational duties as assigned. Serious candidates will possess the minimum qualifications: * High school diploma or equivalent required; associate's degree in business, accounting, or related field preferred. * 1+ year of administrative, customer service, or accounting support experience preferred (training provided). * Experienced in Microsoft Excel, Outlook, and general office software. * Strong organizational skills and high attention to detail. * Excellent written and verbal communication skills for dealer, agent, and internal collaboration. * Ability to multitask, prioritize, and work independently with minimal supervision. * Team-oriented mindset with a willingness to learn and grow within the company. SWBC offers*: * Competitive overall compensation package * Work/Life balance * Employee engagement activities and recognition awards * Years of Service awards * Career enhancement and growth opportunities * Leadership Academy and Mentor Program * Continuing education and career certifications * Variety of healthcare coverage options * Traditional and Roth 401(k) retirement plans * Lucrative Wellness Program * Based upon employee eligibility Additional Information: SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law. To learn more about SWBC, visit our website at ************* If interested, please click the appropriate apply button.

SWBC is seeking a talented individual to lead and coordinate compensation projects and processes including compensation system implementation, salary planning, merit pay, pay equity analysis, compensation data audits, and FLSA analysis. This individual will administer the design, development, and implementation of compensation programs, policies, processes, and guidelines. They will also conduct industry related analysis and provides salary and pay grade recommendations for all job levels (including executive and top management). They will also evaluate new and existing position classifications to ensure compliance in accordance to policies and government regulations. This individual will collaborate with managers and recruiters to develop s for new and existing positions. Why you'll love this role: In this position, you will play a key role within the Human Resources Compensation Team. You will have the opportunity to use your knowledge and skills to administer and help drive our competitive compensation programs to attract, retain, and reward the very best talent. You will also have the opportunity to grow while working with a great team of professionals that value you, your ideas, and your contributions. Essential duties include the following: * Conducts job evaluations for all job levels (including executive and top management) using data analysis techniques to assess results in market trends and internal equity. * Supports the VP of Human Resources with a variety of compensation projects and report preparation, which include benchmarking for executive and top management compensation levels and developing incentive plans. * Supports the compensation team on ad hoc analysis, reporting, and insights including regular audits and documentation supporting internal compensation processes. Develops recommendations to solve critical issues and develops metrics to measure effectiveness of compensation processes. * Provides data and analysis utilized to make changes to the executive and sales salary structure. * Conducts job analysis interviews with various department leaders/managers to create compliant job descriptions. * Benchmarks jobs against survey data and other market intelligence to determine competitive compensation ranges for each position. * Gathers and analyzes data from market-based compensation surveys to provide market/equity reports for employee/executive compensation and makes critical decisions regarding base and variable compensation. * Supports the administration of all incentive related programs, including, merit, bonus, and equity * Organizes the planning of annual compensation survey participation to include; gathering required data, tracking submission deadlines, and receipt of final survey data for use in job evaluations. * Provides professional compensation guidance to management in salary planning to optimize the organizations pay strategy. * Provides consultation to management and Human Resources regarding market trends and the application of compensation programs, policies, processes, and guidelines. * Conducts research, analyzes data, and prepares and presents recommendations requiring a broad understanding of compensation techniques, methods, practices and regulations. * Reviews new positions to determine appropriate FLSA status and evaluates existing positions for compliance. * Makes recommendations as appropriate for comprehensive job structure and organizational changes and works with departments for a seamless implementation of new jobs and updating and maintaining job structures. * Establishes equitable and appropriate titles, salary ranges, pay rates, exemption statuses, and benefit levels by applying job evaluation techniques. * Administers the design, implementation, and administration of compensation programs, policies, processes, and guidelines for employees. * Conducts regular audits in order to maintain data integrity in Workday system with regards to; minimum wage, department codes, departments, management levels, compensation grades, job titles, job profiles, and organization structure. * Remains up to date on new compensation trends and legislative changes in order to ensure compliance with multiple state and federal pay regulations and educate employees and HR staff as necessary. * Performs other duties as required. Serious candidates will possess the minimum qualifications: * Bachelor's Degree from an accredited four-year college or university required. Bachelor's Degree in Human Resources or related Business field preferred. * Minimum of three to five (3-5) years of supporting the development, implementation, and administration of compensation programs, or related experience. * Knowledge of theory and practice required for analyzing, developing, implementing, evaluating, and administering employee compensation systems. * Knowledge of theoretical foundation of compensation administration and procedures. * Knowledge and application of the Fair Labor Standards Act (FLSA) and state and federal pay regulations. * Familiarity with HCM applications with a strong preference toward Workday HCM to include reporting experience. * Able to use quantitative and non-quantitative reasoning to identify and solve compensation inequities. * Able to identify ethical and legal issues in a business environment and recommend solutions. * Strong analytical and organizational skills to manage multiple work assignments. * Excellent and effective interpersonal and communication skills, both verbal and written, to interact with various department personnel in all levels of the organization. * Proficient in utilizing computer applications such as Microsoft Office Suite with a strong emphasis on Excel, to include creating Pivot tables and utilizing V look-up features and other advanced Excel functions. * Able to use general office equipment, including copy machine, personal computer, and fax. * Able to maintain strict confidentiality of company information. * Able to travel locally or nationally by car or plane. * Sit for long periods of time performing sedentary activities. * Stand, stoop, and kneel to file for long periods of time. * Push, pull, and lift up to 20 lbs. of files, supplies, documents, or other related items. SWBC offers*: * Competitive overall compensation package * Work/Life balance * Employee engagement activities and recognition awards * Years of Service awards * Career enhancement and growth opportunities * Leadership Academy and Mentor Program * Continuing education and career certifications * Variety of healthcare coverage options * Traditional and Roth 401(k) retirement plans * Lucrative Wellness Program * Based upon employee eligibility Additional Information: SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law. To learn more about SWBC, visit our website at ************* If interested, please click the appropriate apply button.

SWBC is seeking a talented individual to serve as a key Information Security Engineer empowered to leverage the industry's latest security principles, practices, and tools to improve the reliability, integrity, and security of on premise and cloud-hosted applications. Works by, with, and through internal and external DevOps stakeholders to incorporate security into all stages of the software development life cycle. Applies DevSecOps principles and applicable security standards to secure cloud services, cloud native applications, integrations, and supporting infrastructure through Continuous Integration (CI) and Continuous Delivery (CD) workflows, patterns, and tools. Analyzes cybersecurity, software development, infrastructure, software design, architecture and information technology best practices, threat intelligence, and emerging requirements to improve the security of the hosting environment and applications. Monitors cloud applications and services for indicators for compromise and compliance shortfalls and tracks issues for timely remediation. Implements administrative and technical controls to ensure security, privacy, and compliance of data stored, processed, or transmitted on Company owned or controlled cloud platforms. Monitors industry security updates, technologies, and best practices to ensure the Company's multi-cloud environment continues to provide adequate security and meet compliance requirements. Why you'll love this role: In this role, you will work with some of the top information security, technology, and business professionals in the financial services industry. As part of an agile and innovated security team, you will work closely with stakeholders at all levels and interact with the industry's top partners. You will employ advanced security technology and tactics to defend cutting-edge FINTECH and business technology. Beyond amazing career opportunities and singular experiences, our security team is diverse in all aspects; passionate about collaboration; leverages amazing technology and automation; laughs often; and celebrates our success as a team. Our leaders recognize that empowerment, autonomy, work-life balance, professional development, continuous improvement, and a commitment to shared values are key enablers of our success. We work hard, take care of each other, and deliver positive outcomes daily. This will be your best career decision. Essential duties include the following: * Identifies, implements, maintains, and monitors risk-informed, standards-based, effective, and efficient security controls within a hybrid multi-cloud technology environment. * Supports continuous integration and continuous development pipelines and processes that automatically build, test, and deploy infrastructure and containerized applications to ensure appropriate security checks are included automatically or manually. Reviews software releases and infrastructure changes for security vulnerabilities and risks prior to approval. * Supports enterprise software development and cloud infrastructure projects and production applications that store, process, and transmit regulated data to ensure controls meet or exceed standards. * Manages vulnerabilities and security testing for on premise and cloud-hosted applications and tracks issues to remediation. * Supports audit and compliance efforts to ensure applications, infrastructure, and integrations meet applicable compliance and contractual standards. * Identifies, recommends, and tests technical security standards and guidelines for software development, DevOps, and release management to ensure that all delivered solutions and architecture adhere to industry best-practices for availability, confidentiality, and integrity. * Partners with internal and external development teams and other stakeholders to improve security and operational monitoring for cloud hosted workloads. * Develops and tests incident response plans to prepare for, respond to, and recover from security incidents and operational issues as part of an incident response team. * Supports efforts to provide for a secure integrated development environment for external and internal software and release management pipelines. * Builds and tracks performance indicators and metrics to inform security control monitoring in cloud environments. * Performs all other duties as assigned. Serious candidates will possess the minimum qualifications: * Bachelor's Degree in Computer or Software Engineering, Information Security, Cybersecurity or related field from an accredited four year college or university required. Master's Degree preferred. * AWS Certified Solutions Architect or DevOps Engineer Professional certification required. * AWS Security Specialty certification highly desired. * Certified Information Systems Security Professional (CISSP) and Certified Cloud Security Professional (CCSP) highly desired. * Cloud Security Alliance (CSA) Certificate of Cloud Security Knowledge (CCSK) desired. * GIAC Cloud Security Automation (GCSA) certification highly desired. Must be able to obtain certification within 6 months of hire. * Minimum eight (8) years of extensive security engineering experience, including architectural design using AWS best practices and industry standards. * Experience implementing and managing tools for security, availability, and compliance monitoring in a cloud environment which includes collecting data, parsing log files, capturing network traffic, setting alert thresholds, and notifying stakeholders. * Experience and understanding of the DevOps deployment pipeline and security considerations for each step of the CI/CD processes. * Experience with serverless architectures, their features, advantages, security concerns, and tactics for deploying effective security in serverless implementations. * Experience with vulnerability management and virtual patching in the cloud. * Experience with Amazon Web Services (AWS) cloud architecture components, security, identity, & compliance services, and knowledge of how to secure the environment. * Familiar with DevOps toolsets to track work items, code, test, build, and release, and knowledge of how each stage is secured and automated. * Familiar with tools to perform vulnerability assessments, threat detection, compliance benchmarking, audit logging, log evaluation, and network collection for cloud hosted applications. * Familiar with basic web development practices, i.e. HTML, CSS, JavaScript, JQuery, etc. * Familiar with team development tools and source control, including Azure DevOps, GIT, etc. * Familiar with the principles of software development life cycle (SDLC) and separation of duties. * Understanding of micro service architecture and implementation of appropriate security controls used in various architectural designs and conditions. * Understanding of "As Code" processes and attack surfaces presented by CI, CD, and CM tools and familiarity with techniques for how to harden these tools. * Understanding of the Secure DevOps auditing controls and how to leverage automated scanners to automate policy requirements. * Demonstrated knowledge of how to configure security services and tools such as Web Application Firewalls, Content Delivery Networks, and Intrusion Monitoring to protect against common website attacks. * Demonstrated knowledge of encryption and encryption key management using managed services and a dedicated cloud hardware security module. * Knowledge of container security issues, hardening containerized environments, container orchestration tools, and running production workloads in the cloud. * Knowledge of IT Security Operations. * Knowledge of UI, AI, and Machine Learning. * Knowledge the Payment Card Industry (PCI) Data Security Standard (DSS). * Able to understand and write basic JSON programming language policies. * Demonstrated ability to work as an essential part of a highly motivated business, technology, development teams. * Proficient Microsoft Office skills, including Word and Excel. * Written and verbal communication skills and the ability to work with teams and external stakeholders are essential. * Strong problem resolution and interpersonal skills. * Strong multi-tasking skills. * Able to use general office equipment including copy machine and phone system. SWBC offers*: * Competitive overall compensation package * Work/Life balance * Employee engagement activities and recognition awards * Years of Service awards * Career enhancement and growth opportunities * Leadership Academy and Mentor Program * Continuing education and career certifications * Variety of healthcare coverage options * Traditional and Roth 401(k) retirement plans * Lucrative Wellness Program * Based upon employee eligibility Additional Information: SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law. To learn more about SWBC, visit our website at ************* If interested, please click the appropriate apply button.

SWBC is seeking a results-oriented, highly motivated self-starter who works with affluent and high net worth clients, identifying needs, developing relationships, reviewing goals, and preparing financial plans and recommendations that align with the goals of both existing and prospective clients. You will design and develop your practice as you enhance the financial security of your clients. Over time, you will grow your business by identifying value-added products and services for clients, providing personalized advice and outstanding client experiences, consolidating assets held outside of SWBC, and developing additional business through referrals and centers of influence. Why you'll love this role: In this role, you will have the opportunity to leverage best in class products and thrive within a growing division that works tirelessly to eliminate hurdles and foster growth. Essential duties include the following: * Develops and executes marketing strategies to identify and attract potential clients. Cultivate a network of referral sources and strategic partnerships. Organize client seminars, webinars, and workshops to raise awareness about SWBC wealth management services. * Conducts comprehensive financial assessments to understand clients' goals, risk tolerance, and financial situation. Listen to clients' needs and objectives to tailor personalized financial plans. * Creates customized wealth management plans that align with clients' short-term and long-term goals. * Evaluates investment options, retirement planning, risk management, tax strategies, and estate planning, among other topics, to optimize wealth growth and provide recommendations that align to client goals. * Recommends suitable investment portfolios based on clients' risk profiles and objectives. Continuously monitor and adjust investments to align with changing market conditions and client goals. * Provides guidance on risk mitigation strategies, including insurance coverage and asset allocation. Educate clients on potential risks and help them make informed decisions. * Helps clients plan for retirement by determining savings goals and retirement income sources. Evaluate and recommend retirement account options such as IRAs and employer sponsored plans. * Recommends well-crafted estate plans, including wills, trusts, and beneficiary designations. Set clients up for efficient wealth transfer and to minimize estate taxes. * Educates clients on financial concepts, investment strategies, and market trends. Maintain regular communication with clients to provide updates on their portfolios, the markets, and other timely topics, and address any concerns. * Builds strong, long-lasting relationships with clients by providing exceptional service. Regularly review and adjust financial plans to adapt to clients' changing circumstances. * Ensures compliance with industry regulations and internal policies. Keep abreast of changes in financial laws and regulations. * Develops and implements strategies for growing the client base and increasing assets under management. Participates in networking events and industry associations to enhance visibility. * Stays updated on financial markets, investment products, and industry trends. Pursue relevant certifications and professional development opportunities. Serious candidates will possess the minimum qualifications and skills: * Bachelor's Degree in Business, Finance, Marketing, or related field. * Securities licenses 7, 63, and Group I Life and Health Insurance Licenses. * Minimum of three (3) years as a financial advisor or related experience in a sales, advice, or investment role where goals were met or exceeded. * Valid and active Securities licenses 7 and 66 (or 63 and 65) and Group 1 Life and Health Insurance licenses. * CERTIFIED FINANCIAL PLANNERTM, Chartered Financial Consultant (ChFC), or similar designations. * Comprehensive understanding of the needs and goals of high-net-worth families and institutions. * Existing book of business cultivated through personal development efforts preferred. * Well-developed or developing centers of influence network preferred. * Extensive knowledge of the local market and community preferred. * Proficient in building and nurturing robust relationships, instilling trust, and enhancing client experiences to cultivate unwavering loyalty. * Self-motivated and adept at efficiently managing time, workload, and capacity management. * Demonstrates an ownership mindset, excelling at setting and achieving goals, taking accountability for both successes and setbacks. * Collaborates seamlessly with team members to accomplish tasks and objectives. * Communicates persuasively and confidently, proactively engaging with all clients. * Proficient in adapting to and implementing changes in response to evolving market and business dynamics; excels in fast-paced environments. * Open to continuous feedback and actively integrates it to foster personal and professional growth. * Integrates regulatory due diligence thoroughly into daily activities and long-term client strategies. * Current driver's license and excellent driving record. * Ability to travel locally. * Proficient Microsoft Office skills, including Outlook, Word, and Excel. * Excellent organizational skills. * Able to use basic office equipment, including copy machine and personal computer. * Able to type 35 WPM. * Sit for long periods of time performing sedentary activities. * Stand, stoop, and kneel for long periods of time. * Push, pull, and lift up to 20 lbs. of files, supplies, documents, or other related items. SWBC offers*: * Competitive overall compensation package * Work/Life balance * Employee engagement activities and recognition awards * Years of Service awards * Career enhancement and growth opportunities * Leadership Academy and Mentor Program * Continuing education and career certifications * Variety of healthcare coverage options * Traditional and Roth 401(k) retirement plans * Lucrative Wellness Program * Based upon employee eligibility Additional Information: SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law. To learn more about SWBC, visit our website at ************* If interested, please click the appropriate apply button.

Job DescriptionBenefits: Opportunity for advancement Training & development Bonus based on performance Junior Account Manager San Antonio, TX Ready to start a career, not just a job? Join a high-energy team where training, growth, and opportunity are unlimited. Were hiring Junior Account Managers in San Antonio, TX, to help us connect with clients, grow relationships, and develop future leaders. Why Youll Love It Immediate Start + Paid Training Learn hands-on from top leaders. Career Growth Clear path to senior management and leadership roles. Culture & Team Energy Work hard, have fun, and win together. Earning Potential Competitive base pay + performance bonuses + commissions. Average first-year earnings: $50,000$75,000+ based on performance. What Youll Do Build and manage client relationships with professionalism and care. Conduct interactive sales presentations and develop custom solutions. Support client retention and satisfaction. Collaborate with your team to hit weekly and monthly goals. Track activity and progress in Salesforce. What Were Looking For 12 years in customer service, sales, or hospitality preferred (we train too!). Strong communication and people skills. Self-motivated, competitive, and ready to grow fast. Positive, coachable, and driven to succeed. Details Location: San Antonio, TX (in-person only) Schedule: Full-time, day shift, Monday through Friday Apply Now! Start your journey toward leadership today. Interviews are happening immediately dont miss your shot at joining one of San Antonios fastest-growing teams!

SWIVEL, an SWBC software technology company is seeking talented Computer Science students to join our College Intern Program. This is an exciting opportunity for college students who are motivated and eager to learn within their educational field of study. Interns will gain practical hands-on experience and training that will provide an opportunity for growth, learning and development within the financial services industry. Full-time and part-time paid internship opportunities will be available with our DevOps team. Interns will be placed within a specific team based on interest, experience, academic coursework, SWIVEL's business need, and flexibility with college/university schedule. Why you'll love this role: As a SWIVEL Intern, you will be learning on the job in real-time from talented quality engineering professionals within the financial services industry. We will develop, teach, mentor, and support your efforts throughout the internship. Our interns are given projects that are impactful and meaningful to SWIVEL, so interns will feel they are a valued team member of our SWIVEL family. Essential duties include the following: * This internship is ideal for students looking to gain experience in DevOps, software operations, and enterprise IT management * Assists with building systems to interface with SWIVEL clientele and tools to eliminate repetitive tasks. * Work alongside the DevOps team as part of their team * Builds awareness and gain exposure to the Financial Services Industry while growing your talents. * Learns key technical skills to apply acquired knowledge and assist in problem solving. * Gains practical, hands-on experience that will provide an opportunity for growth. * Works alongside and shadow team members while expanding your knowledge base with the ability to further develop your skills. * Assist with ad hoc projects. Serious candidates will possess the minimum qualifications: * Currently pursuing a Bachelor's or Master's degree in Computer Science, Computer Engineering, or related program at an accredited university/college. * Experience with Java and C# preferred. * Excellent written and verbal communication skills. * Strong analytical and interpersonal skills required. * Detail oriented and possess excellent follow up skills. * Organized and adapt well to change. * Ability to multi-task and work in a fast-paced, deadline driven environment. * Passion and desire for learning and a proactive energy for getting things done. * Display maturity and a high level of professionalism. SWBC offers*: * Competitive overall compensation package * Work/Life balance * Employee engagement activities and recognition awards * Years of Service awards * Career enhancement and growth opportunities * Leadership Academy and Mentor Program * Continuing education and career certifications * Variety of healthcare coverage options * Traditional and Roth 401(k) retirement plans * Lucrative Wellness Program * Based upon employee eligibility Additional Information: SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law. To learn more about SWBC, visit our website at ************* If interested, please click the appropriate apply button.

SWBC is seeking a talented individual to join our Capital Markets team as a Fixed Income Trading & Settlements Coordinator. In this role, you'll be at the center of our trading operations, ensuring accuracy, efficiency, and compliance throughout the trade lifecycle. This is an excellent opportunity to gain hands-on experience in fixed income markets and work closely with seasoned traders and financial professionals. Why you'll love this role: In this role, you will have the opportunity to work on a dynamic capital markets trading desk. You will be exposed to all fixed income product types: municipal bonds, corporate bonds, treasury bonds, CDs and more. You will also collaborate with our municipal underwriting desk and be exposed to all aspects of how the capital markets operate from working with municipalities on issuing new debt to secondary trading. In order to be successful in this role, you will need to be excellent at problem solving and must be very organized and persistent in your efforts. You will be presented with new challenges every day so you will be constantly learning and growing your skillset. Essential duties include the following: * Monitor and reconcile daily fixed income transactions to ensure timely and accurate settlement. * Allocate trades in Bloomberg and assist with booking and correcting trades as needed. * Open new accounts and coordinate with counterparties to resolve trade discrepancies and settlement issues. * Prepare and distribute daily and ad-hoc reports to support risk management and trading decisions. * Maintain trade blotters and documentation for compliance and audit purposes. * Act as backup for Public Finance team when help is needed processing municipal underwritings * Collaborate with traders and directors on special projects, audits and operational improvements. * Perform other duties as assigned to support the success of the Capital Markets Team. Serious candidates will possess the minimum qualifications: * Bachelor's degree in Finance, Business Administration, Economics, or related field preferred. * Minimum of two (2) years of experience in financial services or operations; exposure to fixed income trading is a plus. * Strong attention to detail and ability to work under tight deadlines in a fast-paced environment. * Excellent communication skills (written and verbal) and strong organizational abilities. * Proficiency in Microsoft Excel and Word; experience with Bloomberg is a plus. * Ability to learn and apply compliance policies and procedures. * Team-oriented mindset with a proactive approach to problem-solving. * Able to sit for long periods of time performing sedentary activities. SWBC offers*: * Competitive overall compensation package * Work/Life balance * Employee engagement activities and recognition awards * Years of Service awards * Career enhancement and growth opportunities * Leadership Academy and Mentor Program * Continuing education and career certifications * Variety of healthcare coverage options * Traditional and Roth 401(k) retirement plans * Lucrative Wellness Program * Based upon employee eligibility Additional Information: SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law. To learn more about SWBC, visit our website at ************* If interested, please click the appropriate apply button.

SWBC is seeking talented students to join our College Intern Program in San Antonio, Texas. This is an exciting opportunity for college students who are motivated and eager to learn within their educational field of study. Interns will gain practical hands-on experience and training that will provide an opportunity for growth, learning and development within the financial services industry. Full-time and part-time paid internship opportunities will be available in numerous departments, which may include: Information Technology, Accounting, Marketing, Human Resources, Mortgage, Insurance, Legal, PEO, Lender Placed Operations, Financial Institutions, Investment Services and Training. Interns will be placed within a specific division based on interest, experience, academic coursework, SWBC's business need, and flexibility with college/university schedule. Why you'll love this role: As an SWBC intern, you will be learning on the job in real-time from talented professionals within the financial services industry. We will develop, teach, mentor, and support your efforts throughout the internship. Our interns are given projects that are impactful and meaningful to SWBC, so interns will feel they are a valued team member of our SWBC family. Essential duties include the following: * Assist the sales team with lead generation and outreach. * Conduct market research to identify potential clients. * Support the preparation of sales presentations and proposals * Shadow Sales Executives in meetings. * Assist with sales and client relationship process. * Effectively communicate and integrate into a professional team environment. * Build awareness and gain exposure to sales in the financial services industry. * Learn key technical skills to apply acquired knowledge and assists in problem solving. * Gain practical, hands-on experience that will provide an opportunity for growth. * Work alongside and shadow team members while expanding your knowledge base with the ability to further develop your skills. Serious candidates will possess the minimum qualifications: * Currently pursuing a Bachelor's or Master's degree in Sales, Marketing, or related program at an accredited university/college. * Experience or strong interest in sales preferred. * Expected graduation date of May 2026 or later. * Excellent written and verbal communication skills * Strong analytical and interpersonal skills required. * Detail oriented and possess excellent follow up skills. * Organized and able to adapt well to change. * Passion and desire for learning and a proactive energy for getting things done. * Ability to display maturity and a high level of professionalism. * Ability to multi-task and work in a fast-paced, deadline driven environment. SWBC offers*: * Competitive overall compensation package * Work/Life balance * Employee engagement activities and recognition awards * Years of Service awards * Career enhancement and growth opportunities * Leadership Academy and Mentor Program * Continuing education and career certifications * Variety of healthcare coverage options * Traditional and Roth 401(k) retirement plans * Lucrative Wellness Program * Based upon employee eligibility Additional Information: SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law. To learn more about SWBC, visit our website at ************* If interested, please click the appropriate apply button.

SWBC is seeking a talented individual to perform accounting duties related to the daily activities of SWBC Mortgage Corporation, including, but not limited to, preparation and posting of accounting entries for funding and financing of mortgage loans, commissions, bonuses and overrides. This role submits warehouse funding requests, reconciliation of general ledger balances, and month end general ledger closing processes. Why you'll love this role: In this role, you will communicate with key stakeholder and you will have the opportunity to learn and grow professionally. You will be part of a collaborative, engaged and hard-working team who shares ideas, promotes change and growth, and who is focused on and dedicated to providing excellence. Essential duties include the following: * Monitors and reconciles assigned general ledger accounts to include researching and resolving outstanding entries notifying the manager and the Chief Financial Officer (CFO) of possible issues or losses. * Coordinates and transmits wire requests to the warehouse banks in accordance with banking facility covenants and established corporate boundaries utilizing various banking software. * Ensures reconciliations and journal entries are completed within the closing schedule timeline by coordinating with other accounting staff members. * Audits income and posts loans for download to general ledger system. * Processes wire transfers and records the associated journal entries. * Prepares and maintains desktop procedures. * Analyzes and records the associated inter-company entries for SWBC Mortgage. * Participates in training and coaching for department cross training. * Assists with gathering and providing requested documentation for the external auditors. * Performs all other duties as assigned. Serious candidates will possess the minimum qualifications: * Bachelor's Degree in Accounting from an accredited four-year college or university. * Minimum one (1) year of experience in accounting or related experience. * Knowledge of basic figures to reconcile loan balances. * Proficient Microsoft Office skills, including Outlook, Word, and Excel. * Proficient Adobe Acrobat skills. * Proficient Workday skills. * Excellent data entry, analytical, and organizational skills. * Excellent listening and multi-tasking skills. * Excellent verbal and written communication skills. * Able to use basic office equipment, including copy machine, personal computer, and fax. * Able to type 35 WPM. * Able to sit for long periods of time performing sedentary activities. * Able to stand, stoop, and kneel to file for long periods of time. * Able to push, pull, and lift up to 20 lbs. of files, supplies, documents, or other related items. SWBC offers*: * Competitive overall compensation package * Work/Life balance * Employee engagement activities and recognition awards * Years of Service awards * Career enhancement and growth opportunities * Leadership Academy and Mentor Program * Continuing education and career certifications * Variety of healthcare coverage options * Traditional and Roth 401(k) retirement plans * Lucrative Wellness Program * Based upon employee eligibility Additional Information: SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law. To learn more about SWBC, visit our website at ************* If interested, please click the appropriate apply button.