Texan Bank jobs in Houston, TX

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 105 W 7th, Dumas, TX This job posting is anticipated to remain open for 30 days, from 19-Nov-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself... Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $61800.00 Hiring Maximum: $65600.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Job Description:The Role The Manager position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented. The Expertise and Skills You Bring Bachelor's degree required 5+ years of relevant work experience in the financial industry, crypto experience preferred Experience in Compliance, Risk, or Operations related to crypto/blockchain products, data, services Demonstrated analytical skills with the ability to work with and summarize data from multiple sources Experience working with blockchain technology or related enterprises Executive level presentation skills required Project management experience Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus Experience with common data science tools & languages, a plus CFA and/or FRM certifications a plus Foundational understanding of blockchain technology Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach Natural intellectual curiosity, initiative, and love for learning new skills and capabilities Skilled at operating autonomously to achieve results in a dynamic environment Thrives in a dynamic organization where priorities shift to meet evolving business needs Superb verbal and written communications skills Strong data analysis skills (e.g., tools, strategies) Staying abreast of the latest innovations across industry Problem solver with a blend of creativity and analytical rigor The Value You Deliver Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions. Actively perform proactive and targeted data analysis to identify risks for management. Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials. Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing. Note: Fidelity is not providing immigration sponsorship for this position The Team Asset Management Risk, part of Fidelity's Risk organization and aligned with Asset Management's Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes. The base salary range for this position is $80,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Risk

The Role Digital Assets Shareholder Reporting is GROWING at Fidelity! Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products with a focus on digital assets and cryptocurrencies? As we BUILD this critical team, we can offer roles at various levels: Analyst, Manager and Senior Manager. All applicants will be evaluated based on skills and experience and aligned to the appropriate role(s). This team is responsible for preparing, reviewing, and coordinating the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards. Primary responsibilities of the role relate to the digital products structured as Exchange Traded Products (ETPs) and Limited Partnerships (LPs) and includes quarterly/annual reporting. We need talent that thrives in an operational environment where deadlines, accuracy and high-quality reporting are critical to our success! Depending on your role, we need you to participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures. The Expertise and Skills You Bring Bachelor's degree with a background in financial services with an asset manager, audit firm or custodian bank, preferably in accounting operations or administration for alt investment products and public company financial reporting (Form 10K, 10Q, 8K and other reporting as needed) Demonstrated success in leading teams to perform at their best for our Senior Manager role Experience using the Geneva or InvestOne platforms for accounting and reporting are a plus Advanced accounting and operational knowledge for alternative asset classes with a focus on digital assets and cryptocurrencies In-depth knowledge of US GAAP financial reporting standards for nonregistered investment partnerships and 33/34/40 Act investment funds and familiarity with a variety of product structures including onshore and offshore LPs, master-feeder, open-ended and closed-ended arrangements Advanced excel skills and experience translating accounting data into financial statement presentation Ability to lead independently and in an operations-focused, fast paced team environment Strong working knowledge of project and relationship management Excellent written and verbal communication skills and strong presentation capability MBA or CPA preferred for the Manager and Senior Manager roles. Note: Fidelity is not providing immigration sponsorship for this position The Team In Shareholder Reporting, we're on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we're the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity's new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity's current and future success! #Fidelityalts #FFIOALTS Certifications:Category:Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

The Customer Service Representative plays a key role in supporting the life insurance application process. This position is responsible for contacting applicants to schedule medical examinations and ensuring smooth workflow handoff to Case Associates and Underwriters once appointments are confirmed. The representative will provide exceptional customer service while maintaining accuracy, efficiency, and compliance throughout the process. Key Responsibilities Applicant Engagement & Welcome Calls Make professional, courteous welcome calls to life insurance applicants. Provide clear guidance on next steps in the application process and respond to initial questions. Application & Case Review Review applications and case notes regularly to ensure adherence to medical, financial, and regulatory requirements. Identify missing information or requirements and take appropriate action to support timely case progression. Outbound Communication & Scheduling Support Conduct proactive outbound calls to assist applicants in scheduling their medical examinations with approved vendors. Offer support and resources to help applicants complete outstanding requirements. Underwriting & Workflow Support Work closely with Underwriters and Case Associates to expedite case closures. Communicate updates effectively and ensure smooth handoff of scheduled cases to the appropriate teams. Qualifications & Skills Strong telephone communication skills with a professional and friendly demeanor. Excellent interpersonal, verbal, and written communication abilities. Ability to follow conversation flows and document interactions accurately and thoroughly. Strong organizational and time-management skills; able to multitask effectively in a fast-paced environment. Familiarity with life insurance processes preferred. Salary Range:: $38,000 - $43,000 per year

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 1610 4th Avenue, Canyon, TX This job posting is anticipated to remain open for 30 days, from 11-Dec-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself... Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $61800.00 Hiring Maximum: $65600.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please. Now Hiring: Mission Critical OFCI/Commissioning Lead Schedule: 5/10's + 8 hours on Saturdays Start Date: As soon as a qualified candidate is identified Project Type: Mission Critical Data Center If you excel at coordinating complex equipment deliveries, managing vendor relationships, and ensuring commissioning activities stay on schedule, this role offers the chance to support high-visibility data center projects. What You'll Do: You'll serve as the central point of coordination for OFCI equipment from delivery through installation and commissioning. Your work helps keep testing phases (L2-L5) on track and ensures all vendors, subcontractors, and site teams are aligned. Key responsibilities include: OFCI & Commissioning Coordination Manage the OFCI log, including equipment deliveries and push/pull ticket requests. Request deliveries from offsite storage and integrators; resolve delivery conflicts and delays. Use the Star Tool to request vendor resources for L2-L5 testing. Vendor & Subcontractor Collaboration Build and maintain a Smartsheet contact list for OFCI vendors and subcontractors. Coordinate equipment deliveries with site superintendents to align with project schedules. Drive communication between subcontractors and OFCI vendors to resolve installation concerns. Inspection & Documentation Management Oversee QC/Cx inspection documentation and ensure completion one week before H2C. Manage Procore documentation, including equipment testing reviews and inspection tracking. Validate that received OFCI equipment matches approved engineering submittals. Project Tracking & Reporting Maintain a delay log for delivery impacts, vendor responsiveness, and schedule issues; escalate as needed. Track repairs and damages (including part reallocations and trade-related equipment damage). Manage the generator fuel log and coordinate readiness notifications. Track MCM dates in Smartsheet. Meetings & Cross-Team Coordination You'll lead or participate in several recurring project meetings, including: Weekly OFCI Vendor Call: Delivery tracking, trades alignment, replacement coordination, schedule impacts, push/pull tickets. Weekly meetings with site superintendents and electrical contractors: Installation alignment, concern resolution, and schedule coordination. Weekly L2/L3 meetings: Drive observation resolutions, ensure documentation compliance, and update schedule needs. Daily L4/L5 commissioning meetings: Support resolutions and ensure vendor/subcontractor resources are available. Additional: Daily coordination, weekly client meetings, weekly OAC, and weekly MCM meetings. If you're highly organized, thrive in fast-paced construction environments, and enjoy being at the center of project coordination on mission critical builds, this role offers a strong opportunity to contribute to impactful data center projects.

You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please. We're looking for an Engineering Analyst II (Data Governance) - someone who's passionate about elevating data quality, strengthening data stewardship, and supporting teams that rely on accurate asset information to keep operations running safely and efficiently. This role sits at the intersection of data governance, asset information, and operational excellence. You'll act as a core liaison between groups such as asset information management, field operations, engineering, technical systems, and compliance - helping ensure that data is trusted, well-managed, and aligned with industry best practices. What You'll Do: Implement and monitor data governance best practices based on established frameworks. Partner with both technical and business stakeholders to define clear ownership, stewardship, and accountability for asset data. Lead data quality efforts for pipeline asset information, including profiling, cleansing, and remediation. Ensure data management practices align with key industry standards (ISO, ISA, CFIHOS, etc.). Build and maintain data dictionaries, metadata repositories, and data lineage documentation. Manage governance documentation, processes, and digital workspace content (including SharePoint), especially as they relate to asset-related nomenclature. Facilitate working groups and lead awareness sessions focused on data governance within the pipeline industry. Track and report on governance metrics and the effectiveness of implemented controls. What You Bring: Bachelor's degree in a relevant field such as Information Management, Engineering, Computer Science, or Business. 4+ years of experience in data governance, data management, or similar work-preferably within the energy sector. Familiarity with data governance frameworks and data quality tools. Understanding of pipeline industry regulations (PHMSA) and best practices in asset-related data management. Strong analytical, organizational, and presentation skills, with the ability to translate technical concepts for non-technical audiences. Proven experience working collaboratively across engineering, operations, and compliance teams. Preferred Skills: Experience with pipeline asset management systems, GIS platforms, or records management tools. SharePoint design/management and PowerApps (forms/workflows). Power BI reporting experience. Knowledge of master data management (MDM) concepts. Excellent problem-solving skills and attention to detail, especially when working with safety-critical infrastructure data. If you're someone who thrives in a cross-functional environment and enjoys improving how organizations manage and trust their data, this could be a great fit!

CountryPlace Mortgage is seeking a Commercial Relationship & Servicing Supervisor in commercial lending operations. Based in our Plano, TX headquarters, this role is instrumental in driving strategic account management, leading process development and operational improvement, and developing team capabilities. The Commercial Relationship & Servicing Supervisor serves as a subject matter expert and requires a high degree of independence, strategic thinking, and cross-functional collaboration, with regular engagement across credit underwriting, Regional Sales Managers, Retailers, and manufacturing partners. This position combines high-level commercial account servicing responsibilities with strategic business relationship and sales functions. You will play a key role in managing complex dealer accounts, designing scalable processes, and cultivating new relationships to expand our lending footprint. The ideal candidate is a seasoned professional who thrives in a fast-paced environment, brings a consultative approach to client engagement, and demonstrates strong strategic thinking and leadership capabilitie s. ESSENTIAL DUTIES & RESPONSIBILIT IES Strategically engage with factories and dealers to manage high-value commitm ents Design, implement, and manage departmental processes to improve efficiency, accuracy, and scalabi lity Identify operational gaps and lead resolution efforts through process redesign and documenta tion Develop and maintain SOPs, training guides, and workflow documenta tion Monitor KPIs and operational metrics, presenting insights and recommendations to leader ship Lead cross-functional initiatives to align commercial lending operations with broader business g oals Champion system enhancements and automation opportunities, including Solifi optimiza tion Support internal audits and compliance reviews, ensuring adherence to regulatory and company stand ards Serve as a liaison between account management and underwriting to ensure process align ment Oversee and approve complex invoice and MCO transactions with minimal overs ight Analyze credit line utilization trends and advise on optimization strate gies Lead reconciliation of monthly billing statements and ensure financial accu racy Facilitate payment processing and troubleshoot except ions Coordinate third-party inventory inspections and lead resolution of audit discrepan cies Perform payoff workflows, ensuring compliance and timely document deli very Lead onboarding for new dealers, delivering expert-level training and sup port Review and authorize pending orders, applying advanced credit and curtailment anal ysis Ensure accurate and timely data entry into Solifi for approved or ders Provide strategic payoff guidance to dealers and third-party len ders Perform document distribution upon loan pa yoff Implement delinquency management strategies and lead recovery eff orts Partner with underwriting to assess and recommend credit line adjustm ents Manage Help Scout communications and ensure timely resolution of escalated is sues Foster long-term dealer and supplier relationships, acting as a strategic consul tant Audit inspection reports and lead resolution of complex unit discrepan cies Lead financial documentation collection for annual reviews, ensuring compliance and complete ness Draft and execute formal collection communications, supporting legal and credit recovery eff orts Design, implement, and advance strategic process improvements and departmental initiatives, ensuring alignment with organizational goals and operational excell ence Mentor peers and junior Account Managers on best practices and process adher ence Communicate and present operational insights, performance trends, and strategic initiatives to the Director of Floorplan and Commercial Finance and other departmental leaders, contributing to broader business planning and decision-ma king Collaborate with the CPM Retail Sales team to process and route for approval dealer eligibility for retail financing prog rams Drive floorplan sales for new and existing territories, managing the full sales pipeline from prospecting to c lose Develop new and expand personal property and mortgage retailer relationships and loan vo lume Scout and onboard new retailers in emerging territories, contributing to market develop ment Represent CountryPlace Mortgage at trade shows, coordinating booth setup and marketing mater ials Assist in developing internal training programs to support cross-functional collabora tion Create compelling and compliant marketing flyers and trade show banners to support sales eff orts Strengthen relationships with Regional Sales Managers (RSMs) and manufacturers to drive strategic align ment POSITION REQUIREMENTS, CAPABILITIES & SKILLSStrategic, self-directed, and highly accou ntable Excellent interpersonal skills and ability to build rapport across diverse teams and c lients Proven ability to design and manage complex operational pro cesses Exceptional interpersonal and leadership skills Mastery of written, verbal, and presentation communi cation Bilingual proficiency pre ferred Expert-level proficiency in Solifi pre ferred Proven ability to manage high-risk accounts and complex colle ctions Consultative approach to client service, balancing business goals with relationship mana gement Comfortable presenting to senior leadership, with the ability to translate operational data into actionable in sights MINIMUM QUALIF ICATIONS Bachelor's degree required, in Finance, Accounting, or Business3+ years B2B sales experience in manufactured housing, RV, or marine; floorplan and retai l lending5+ years of Commercial manufactured housing floorplan experience in loan servicing, collections, and lending o perations7+ years of experience in commercial loan servicing, collections, lending operations, banking or project m anagement Advanced spelling and gramm ar skills Working knowledge on applicable computer software systems to include Microsoft Office and internal softwar e WE OFFERCompeti tive SalaryMedical/Dental/Visio n InsurancePa id Holiday s401K MatchG enerous PTOFS A/HSA PlansLife /Disability/Accidental Insurance and much more!

Bachelor's degree in Computer Science, Cybersecurity, or related field. 3+ years of experience in DevOps, Security Engineering, or related roles. 2-3 years of security experience. Overall, 6 years Strong understanding of CI/CD tools (e.g., Jenkins, Harness). Development knowledge on Java, Python, .Net, etc Experience with security tools (e.g., Veracode, GHAS, Orca). Proficiency in scripting languages (e.g., Python, Bash). Familiarity with containerization and orchestration (Docker, Kubernetes). Knowledge of cloud platforms (AWS, Azure, GCP) and their security features. Understanding of secure coding practices and application security principles. Knowledge of Infrastructure as Code (Terraform, Ansible).

Primary responsibilities of the Technical Business Analyst include overall coordination and follow up of requirements gathering for Data Management related projects, writing Business Requirements as needed for Agile projects, along with assisting in writing Technical Design and Data Lineage Documents. This candidate will also be responsible for tracking the progress of projects and related tasks, which will include tracking follow-ups from meetings and scrums, assessing the status of related JIRA tasks and coordinating planned releases. Responsibilities Liaison between business users and technical team Schedule business requirements sessions, document meeting minutes and track follow-ups Write Business Requirement Documents Assist with Technical Design and Data Lineage Documents Ensure Technical Design addresses the Business Requirements Effectively track the progress across projects and ensure business requirements are being followed Coordinate planned releases and send out release announcements Assist in creating, tracking and following up on JIRA tickets Conduct Stakeholder Interviews and facilitate meetings for requirements elicitation Ability to work in a team-oriented, fast-paced agile environment managing multiple Qualifications 4+ years working as a Technical BA 4+ years working on Agile projects 2-4+ years of SQL experience (Oracle and SQL Server, MongoDB a plus) 4+ years of Data Analysis/Trouble shooting 4+ years writing Business Requirement, Technical Design and Data Lineage Documents Ability to interpret business requirements into technical requirements Strong Meeting Facilitator Must be able to multi-task effectively Great organizational skills Excellent communication skills

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 ***************************

With over 50 years of leadership in Intralogistics Solutions, Malin is seeking a Site Superintendent to join our Systems Department. This position will collaborate with Project Managers and be responsible for overseeing racking, conveyor, and material handling projects. This role demands strong interpersonal skills, problem-solving, sound judgment, persistence, and proven construction and mechanical experience. Malin delivers efficient intralogistics solutions that optimize space, lower labor costs, and boost productivity. We prioritize integrity, our reputation, and a customer-first mindset. Microsoft 365; Microsoft Teams ESSENTIAL FUNCTIONS Oversee operations to ensure site safety standards are followed Manage site activities, manufacturers, installers and freight companies ADDITIONAL JOB FUNCTIONS Make scheduled site visits to ensure project progress and report to management Interact with Project Managers, engineers and customers as required to ensure necessary coordination and good communication Education and Experience 3+ years of experience in the construction industry, with hands-on use of tools and equipment. High School Diploma or GED required General Willing to travel nationwide up to 75% Skilled in time management and problem solving Experienced with subcontractor oversight Focused on quality and detail Effective written and verbal communicator Experienced in inventory management and control Demonstrates ethical performance and safety awareness Builds trust through interpersonal skills Works independently as a self-starter in fast-paced settings Language & Communication Skills Ability to read and interpret construction drawings Ability to address inquiries or complaints from customers, suppliers, or installers Physical Requirements Ability to drive an automobile and travel using public transportation including airlines. Occasional bending and stooping. While performing the duties of this job the employee is regularly required to sit, talk and hear. The associate must occasionally lift and/or move up to 25 pounds. The associate is required to use hands to type, handle, or feel objects, tools and computer controls. Specific vision abilities required by this job include close vision and distance vision.

RSI Logistics, recently acquired by Trinity Industries Inc., is looking for a Rail Network Supervisor. The Rail Network Supervisor's primary objective is to provide the oversight of the team that handles proactively monitoring loaded and empty railcars from the point of release at the origin to final placement at destination, as well as the storage of railcars. This role is responsible to ensure exceptions are identified, escalated and handled, while informing business partners of any variations to planned trip. Key Responsibilities: Supervise and train the team of railcar coordinators Monitor workload and ensure daily tasks are being accomplished Escalate issues to stakeholders as appropriate Prepare and provide reporting and metrics that demonstrate service levels and areas to improve Understand railcar operations in order to identify potential issues. Take charge of client service issues through to resolution Utilize a cloud-based railcar tracking system to monitor, identify problems, and provide updates to stakeholders Communicate with railroads to troubleshoot issues and delayed railcars. This would involve phone and email communication as logging issues on railroad websites Ensure railcars are travelling along the correct route and going to the correct destination, and on time Understand bill of lading, waybilling, clms, the North American railroad network, and railroad terminology Exude a Goal-driven and continuous improvement mindset Communicate and present information to internal and external stakeholders Qualifications: Bachelor's degree specializing in Business Administration, Supply Chain, Transportation, Logistics or equivalent work experience 5 or more years of experience required in Rail Logistics (rail management/marketing, or rail procurement) with at least 3 years managing employees Proficient in technical writing, good communication skills- attention to detail is critical System savvy (prior ERP experience or Rail TMS experience is highly preferred) Ability to work in a fast paced/dynamic environment and lead a team to accomplish goals Strong MS Office skills Excellent communication and problem-solving skills

Client Relations Specialist II is primarily responsible for all customer-facing transaction processing. This includes teller transactions such as cashing checks, receiving deposits, making withdrawals, receiving loan payments, and preparing change orders for customers. They are also responsible for branch cash balancing, reviewing electronic deposits, and assisting with operational tasks. Client Relations Specialist I is required to have a full understanding of all policies and procedures relative to their responsibilities. They must work closely with the Client Relations Manager to ensure all internal rules and regulations are followed, have a strong ability to multitask, and possess a strong attention to detail to ensure the accuracy of all transaction processing. Responsibilities: Opening and closing of designated branch locations. Provide client services such as cashing checks, receiving deposits, making withdrawals, receiving loan payments, preparing change orders for commercial clients, wires, ordering checks, debit cards, etc. Balance cash drawer and branch vault daily. Processing of mobile and merchant electronic deposits daily. Process various Night-Drop and Mail transactions as needed. Assisting with client emails, phones, and chats in a designated time frame. Consistently applies superior decision-making techniques pertaining to inquiries, approvals, and requests as they apply to existing policies and procedures, keeping within assigned approval limits and using instances as learning tools for employee development. Full understanding of all policies and procedures relative to responsibilities. Assist with reporting as needed. Additional responsibilities as assigned. Job Qualifications High School diploma, general education degree (GED), or equivalent required. Six months previous cash handling and customer service experience required preferably in banking. Strong verbal, written and interpersonal communication skills. High level of time management, organizational and problem-solving skills with the ability to multi-task, strong attention to detail, and accountability. Knowledge of state and federal banking compliance regulations and operational policies. Why join Texas Security Bank: We are more than just a Bank. Are you ready to join a team of Champions? Texas Security Bank is proud and honored to be an award-winning organization where our employees serve as brand ambassadors to our customers, our community and each other. The TSB core values; integrity, growth, team players, independent thinking, exemplary customer service, winning, innovation, collaboration, discipline to process and diligence are the principles established that determine how we conduct ourselves and our business decisions. Texas Security Bank is a place where you will be challenged to excel and given room to grow as a valued part of one of North Texas' fastest-growing community banks. We are honored to be a Best Workplace by the Dallas Business Journal , the Dallas Morning News , and the Best Workplace Institute . The awards are a reflection of our positive workplace culture and a distinction we are proud to have earned. We work hard every day to ensure our employees know they are valued and appreciated. We invest more resources in business education for owner managed businesses than other banks. Our focus on continuing education is truly unique and needed. We Elevate the Champions of Free Enterprise in an era where little differentiation among banks exists. Our focus on education isn't just for our customers- it's for our employees as well. About Us: Texas Security Bank is an independent bank focused on the success of independent business owners. Most banks are institutional. We're entrepreneurial. We were founded in 2008 and have grown to over $1 Billion in total assets. We do more than offer services to customers; we solve problems. We are unique in the banking industry with a mission to ‘Elevate the Champions of Free Enterprise' and are committed to reinforcing the mission by educating business owners, elevating our customers and the community, and leading through innovation and exemplary customer service. As an organization that celebrates its wins, we are honored to be named the Dallas Morning News People's Choice Award for Best Bank in DFW, Dallas Business Journal's Best Place to Work and have a Net Promoter Score of 87.8 when the banking benchmark average is 30. Texas Security Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or status as a protected veteran.

About Financial Crimes Compliance In Financial Crimes Compliance (FCC), you will play the lead role in identifying potentially suspicious activity, protecting vulnerable individuals, and safeguarding the integrity of the financial system. FCC is being enhanced with a new Compliance Director role to coordinate day-to-day implementation of the Company's financial crime prevention efforts, including execution of the Company's Anti-Money Laundering (AML), Sanctions, Anti-Corruption and Anti-Fraud Compliance programs. If you are passionate about financial crimes prevention, seeking a rewarding and dynamic career, and focused on making a difference, join us to lead our FCC function as part of the Legal and Compliance Team's efforts to enhance and implement new processes and tools, and further develop compliance policies and procedures, governance, and oversight. Key Responsibilities The FCC function is responsible for evaluating client relationships that pose the financial crimes risk, while also serving as a check and challenge over the first line's execution of enhanced due diligence. As the Compliance Director leading the FCC function, you will: Develop and implement Anti-Money Laundering, Sanctions, Anti-Corruption and Anti-Fraud Compliance programs and procedures for U.S. and Canada compliance Work closely with the Head(s) of Legal and Compliance in executing against multiple workstreams to mitigate relevant AML, sanctions, bribery and fraud risks Partner with business leaders and systems developers to design streamlined programs for various products. Provides training and guidance on policy and procedures to various stakeholders Implement and run all systems used for KYC/CIP, due diligence, transaction monitoring and investigations Develop a monitoring and testing program for all first-line financial crimes compliance activities Prepare financial crime and fraud metrics and reporting for management by collecting and analyzing information Review enhanced due diligence for both new and existing higher risk clients including analyzing corporate structures and other documentation as necessary Analyze and escalate financial crimes negative news as necessary Determine and provide guidance on the appropriate client risk ranking Review of client accounts for potential matches to designated sanctions targets and prohibited persons lists Engage various third-party and internal databases to assist with due diligence searches as needed Manage the build out of a small team of financial crimes professionals. Manage outsourced audits for FCC related areas. Manage the sponsor/partner bank contractual relationships as they related to FCC (BSA/AML) requirements. Qualifications What We're Looking for in You: The successful candidate should have a minimum of 5-7 years of experience in addressing financial crime and fraud risk and have a deep understanding of the AML, Sanctions, and Bribery laws and regulations. The candidate will need experience in drafting policies and procedures, conducting investigations, performing risk assessments, testing, and monitoring, third-party risk management, data analysis, and metrics reporting. Experience building FCC related programs. Experience working with payments or other financial services firms would be an advantage, but not essential. Bachelor's degree or equivalent military experience Strong analytical skills Excellent written and verbal communications skills, attention to detail and strong time management skills Ability to interact in a mature and professional manner with a variety of individuals Demonstrates initiative, good judgement, and can adhere to deadlines. Ability to interact with business unit personnel and be willing to receive and apply feedback on work product from leaders Excellent communication and business partnership skills. Teamwork skills - the candidate must be flexible in their work style and be able to work appropriately with stakeholders and colleagues at all levels and across multiple time zones. Degree in Business, Law, or professional experience and CAMS certification preferred. If not, currently CAMS certified, agree to obtain CAMS certification within first 15 months of employment EEO Statement Paymentus is an equal opportunity employer. We enthusiastically accept our responsibility to make employment decisions without regard to race, religious creed, color, age, sex, sexual orientation, national origin, ancestry, citizenship status, religion, marital status, disability, military service or veteran status, genetic information, medical condition including medical characteristics, or any other classification protected by applicable federal, state, and local laws and ordinances. Our management is dedicated to ensuring the fulfillment of this policy with respect to hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment advertising, pay, and other forms of compensation, training, and general treatment during employment. Reasonable Accommodation Paymentus recognizes and supports its obligation to endeavor to accommodate job applicants and employees with known physical or mental disabilities who are able to perform the essential functions of the position, with or without reasonable accommodation. Paymentus will endeavor to provide reasonable accommodations to otherwise qualified job applicants and employees with known physical or mental disabilities, unless doing so would impose an undue hardship on the Company or pose a direct threat of substantial harm to the employee or others. An applicant or employee who believes he or she needs a reasonable accommodation of a disability should discuss the need for possible accommodation with the Human Resources Department, or his or her direct supervisor.

ABOUT THE ROLE CountryPlace Mortgage, a leading nationwide personal property, mortgage and commercial lender headquartered in Plano, TX, is seeking a Commercial Credit Analyst II to help grow our Commercial Lending Department. This in-person role is in our Plano, TX office. The Commercial Credit Analyst II will complete financial analysis for floorplan lines, floorplan buyouts and other commercial lending, including real estate and revolving lines of credit. ESSENTIAL DUTIES & RESPONSIBILITIES Underwriting commercial loan requests for new and existing relationships by analyzing the financial condition utilizing financial statements, tax returns, CPA statements, bank statements, and other necessary documentation Cash flow analysis and pro forma forecasting and scaling Full understanding of entity legal ownership structure and ability to provide clear, concise explanation of them Ensure appropriate security instruments are recommended based on risk profile and ownership structure Present recommendation, details and financial analysis to the appropriate authority level Ownership of UCC process (filing, search and notification) to ensure properly perfected Timely communication to stakeholders (Dealer, Manufacturer, Sales and Management) through the process Obtain answers to any questions regarding financials, credit line requests, structure, and other relevant factors Maintain a stakeholder focus throughout the underwriting process, exceeding service level commitments Prepare legal documents and follow up to ensure necessary documentation is received Final review of loan documentation and audit prior to loan funding Periodic account reviews and maintenance Support the development of junior analysts by sharing knowledge, answering questions, and modeling effective credit analysis techniques Assist in training new team members, helping them understand tools, processes, and credit policies Provide coverage during team absences to maintain workflow continuity Join complex credit reviews to build subject matter expertise Contribute to a collaborative team by offering peer-to-peer feedback and promoting open communication Participate in complex credit reviews alongside senior analysts, gradually building subject matter expertise. Complete ad hoc projects as needed POSITION REQUIREMENTS, CAPABILITIES & SKILLS Superior analytical skills Excellent verbal and written communication skills Outstanding organizational and project management skills Advanced interpersonal skills to collaborate with stakeholders Strong work ethic with an ability to meet deadlines while multi-tasking Ability to identify and resolve problems in a timely manner Willingness to learn and grow in a fast-paced environment Effective decision-making, customer service and problem-solving skills Strong attention to detail and accuracy Ability to work effectively in a team environment MINIMUM QUALIFICATIONS BA/BS degree required in Finance, Accounting, or Business 14+ months of Manufactured Housing Commercial lending experience OR 2+ years of experience in commercial credit, structuring, and financial statement analysis, banking, finance, and/or loan servicing Intermediate to advanced MS Office skills in Excel, Word and PowerPoint WE OFFER Competitive Salary Medical/Dental/Vision Insurance Paid Holidays 401K Match Generous PTO FSA/HSA Plans Life /Disability/Accidental Insurance and much more!

Role: Webmethods Developer Must Have Technical/Functional Skills Primary Skill: webmethods Secondary: Java Experience: Minimum 10 years Roles & Responsibilities Experience developing service integration solutions using Web Method 8+ year experience in Angular and Middleware Service development Good understanding of Design Patterns and design thinking. Able to apply while developing technical solutions Familiarity with SOAP and REST Web Services and related technologies (JAX-WS, JAX-RS, XML Technologies). Web Services Design and development experience as a service provider. Strong communication/interpersonal skills both written and verbal and the ability to quickly form meaningful working partnerships. Works well under pressure. Manage multiple priorities, be proactive, and deliver quality results under aggressive deadlines. Self-starter, good aptitude, Problem Solver and someone who is open to learning new technologies and comes with strong analytical Experience with Agile development and tool set like Jira and Jenkins Experience with Integration technologies like Kafka and Web Sphere. Interested candidates please share me your updated resume to *******************

Source One is a consulting services company and we're currently looking for the following individual to work as a consultant to our client, an autonomous vehicle company in Austin, TX. Job Title: Technical Support Engineer - Contractor Pay Rate: $34/hr (W-2) Initial Duration: 12 months Work Schedule: Evening shift, 2:00pm-11:00pm, Tuesday-Saturday Description: Seeking a Technical Support Engineer to perform in-depth diagnostics on robot systems running NixOS, restore services, and clearly document and escalate incidents to development teams when needed. In this role, you'll work directly on live systems, analyzing logs, troubleshooting via SSH, and managing internal services to ensure operational reliability. The ideal candidate is a technically curious, analytical problem-solver with strong communication skills and a methodical approach to troubleshooting. You're comfortable working hands-on in Linux environments, learning new tools quickly, and taking ownership of issues from diagnosis through resolution. As a Technical Support Engineer, you'll: - Diagnose onboard robot systems via SSH, performing rapid triage and resolving hardware/software issues. - Review system health and logs (uptime, CPU/RAM/disk usage, time sync, systemd status, journalctl, dmesg) and execute updates or service restarts as needed. - Maintain NixOS systems, verify version integrity, and complete post-update health checks. - Use command-line tools for configuration, navigation, and log collection (grep, awk, sed, tar, nano/vim, chmod/chown, tmux). - Conduct basic network diagnostics (ip addr/link/route) and analyze Grafana dashboards to correlate and confirm system alerts. - Support hardware-level troubleshooting by identifying faulty components and validating replacements. - Communicate effectively across teams using Slack and YouTrack, maintaining precise documentation of actions and findings. Daily Tasks: - Diagnostics on onboard systems via SSH - Connect to robots over ssh, usage of internal pipeline utilities for check up and debug - Working with dashboards, analyzing log files, identifying anomalies - Perform rapid triage checking uptime, CPU/RAM/disk check-up, free space checks, time/synchronization health Required Skills: - Strong Linux CLI skills and comfort working on production hosts via SSH - Proven ability to interpret system/service logs and reason from symptoms to root causes - Practical knowledge of systemd/journalctl and basic networking tools - Familiarity with NixOS concepts and workflows (or readiness to learn quickly) - Clear written communication (incident notes, escalation summaries)

Application Requirement To be considered for this role, please take a moment to complete the Culture Index Assessment by clicking the link below or copying it into your browser. This brief assessment takes no more than 5 minutes to complete and is a critical part of our hiring process. Link: ********************************************* The Culture Index helps us better understand your work style, strengths, and preferences, ensuring a strong alignment between your skills and the position's requirements. It also allows us to create a more inclusive and effective workplace by matching candidates to roles where they can thrive. Please note: Applications without a complete Culture Index Assessment will not be reviewed or moved forward in the hiring process. We appreciate your attention to this important step and look forward to learning more about you! About the Role The Insurance Account Specialist provides client support and administrative assistance in managing insurance accounts. This role involves servicing both new and existing clients by handling policy changes, answering questions regarding coverage, managing claims, and processing renewals. The Insurance Account Specialist is critical in ensuring customer satisfaction and maintaining the smooth operation of the agency or company's insurance processes. Essential Duties and Responsibilities Assist clients with basic inquiries, routine policy updates, and claims filing. Handle client communication via phone, email, or in-person to resolve issues or provide information regarding their accounts. Process policy changes, renewals, and cancellations by coordinating with insurance carriers and updating internal systems. Review and verify policy information to ensure accuracy and compliance with company and regulatory standards. Support clients through the claims process by helping them file claims, providing coverage information, and liaising between clients and insurance carriers. Maintain and update client records, policy details, and other relevant documentation in the agency's database and CRM systems. Ensure all records are accurate, up-to-date, and compliant with insurance regulations and company policies. Assist Account Managers and senior staff with administrative tasks, including preparing policy quotes, reports, and correspondence. Provide administrative support for the underwriting process, helping to gather necessary information and ensure that all paperwork is completed properly. Skills and Attributes Customer Service Excellence - Proven ability to address client inquiries promptly, resolve issues professionally, and build lasting relationships. Attention to Detail - Meticulous in reviewing policies, updating records, and ensuring compliance with regulatory standards. Communication Skills - Strong verbal and written communication to clearly explain coverage, claims processes, and policy changes. Organizational Skills - Manages multiple accounts, deadlines, and administrative tasks efficiently in a fast-paced environment. Technical Proficiency - Skilled in CRM systems (e.g., Applied Epic, AMS360) and Microsoft Office for policy updates and documentation. Problem-Solving - Resolves client concerns creatively and collaborates with carriers to streamline claims and policy adjustments. Compliance Knowledge - Understands insurance regulations to maintain accurate records and adhere to company and legal standards. Collaborative Mindset - Works effectively with Account Managers and underwriters to support client needs and team goals. Education An associate's degree or a bachelor's degree in a related field is preferred. Experience Required 2+ years [Independent Agency] or 5+ years [Captive Agency] of experience in personal lines insurance account management or customer service. Experience with home, auto, and other personal insurance products is essential. Certificates, License, and or Specialized Requirements Must have an active P&C License. What We Offer We believe in taking care of our team as much as we take care of our clients. When you join us, you will enjoy: Competitive Compensation: A salary and benefits package that recognizes your skills and contributions. Comprehensive Benefits: Health, dental, and vision insurance, as well as additional coverage options to support your well-being. Retirement Planning: A 401(k) plan with company contributions up to 4% to help you build a secure future. Paid Time Off: Generous PTO and 9 paid holidays so you can recharge and enjoy life outside of work. Professional Development: In-house Corporate Trainer to help you grow professionally and create customized training specifically for you, along with opportunities to grow within the company. Positive Work Environment: A supportive and collaborative team culture where your ideas and efforts are valued. Community Impact: Opportunities to participate in initiatives that give back to our local community by providing 16 hours of additional PTO to volunteer at an organization of your choosing, plus company-sponsored events. We are committed to helping you thrive-both professionally and personally. Join us, and let's grow together!