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The Haverford Trust Company Part Time jobs - 3,882 jobs

  • Sr. Manager/Sr. Counsel - Commercial Real Estate - Agency Finance (Hybrid)

    Capital One 4.7company rating

    McLean, VA jobs

    * Providing legal support to Agency Finance as a trusted advisor and strategic partner to the transaction teams and other internal partners* Partnering with Agency Finance business partners, Risk and Compliance to evaluate GSE and/or FHA program requirements and develop policies and procedures for compliance, monitoring and reporting* Tracking and managing negotiation of sub-servicing documentation in connection with Freddie Mac securitizations and assist with interpretation of sub-servicing obligations for existing securitizations from an asset management and servicing perspective* Engaging and overseeing outside legal counsel in an effective and efficient manner* Partnering collaboratively with other internal counsel and business teams in the Commercial Bank and across the enterprise* Advising Commercial Bank business partners on communications with external parties, including customers, regulators, partners, industry trade groups and outside law firms* Providing thought and strategic leadership on relevant industry and regulatory developments* Leading projects such as the development of negotiation guidelines and training sessions* Partnering with the Operations team to drive process improvements* Juris Doctor from an accredited law school* Active member in good standing of at least one state bar* At least 4 years of experience as an attorney in a law firm, at a government agency, as a military judge advocate or as in-house counsel* At least 2 years of legal counsel experience focusing on multifamily agency finance transactions* 5+ years of experience in a law firm, in-house legal department, or a combination with a focus on multifamily agency finance transactions (working with Fannie Mae and/or Freddie Mac related transactions)* Working knowledge of commercial real estate lending issues involving title insurance, surveys, zoning, and flood, casualty/liability insurance* Excellent oral and written communication skills* Strong ability to quickly understand the business needs and partner with the business Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. #J-18808-Ljbffr
    $103k-127k yearly est. 4d ago
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  • Bilingual Customer Retention Representative (Remote)

    Globe Life Inc. 4.6company rating

    McKinney, TX jobs

    Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better. Role Overview: Could you be our next Bilingual Customer Retention Representative? Globe Life is looking for a Bilingual Customer Retention Representative to join the team! As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who are considering cancellation or have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage. This is a remote / work-from-home position. We have full-time and part-time positions available with morning and evening shifts. What You Will Do: * Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options. * Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions. * Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments. * Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language. * Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems. * Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information. * Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions. * Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards. What You Can Bring: * Must be fully bilingual in English and Spanish, with the ability to speak, read, and write fluently in both languages. * High school diploma or equivalent. * Basic Microsoft Office Skills, including Word, Excel, and Outlook. * Minimum Typing speed of 30 wpm. * Experience in a call center environment preferred. * Some experience in insurance and/or sales is preferred. * Excellent verbal and written communication skills. * Ability to solve complex policyholder issues with a positive attitude. * Ability to work in a fast-paced environment and work well under pressure. * Knowledge of life and/or health insurance terminology preferred. Applicable To All Employees of Globe Life Family of Companies: * Reliable and predictable attendance of your assigned shift. * Ability to work full-time and/or part-time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've created a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: * Competitive compensation designed to reflect your expertise and contribution. * Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. * Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan. * Paid holidays and time off to support a healthy work-life balance. * Parental leave to help our employees welcome their new additions. * Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. * Company-paid counseling for assistance with mental health, stress management, and work-life balance. * Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. * Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters. INDGLA1001 Location: 7677 Henneman Way, McKinney, Texas
    $62k-109k yearly est. 60d+ ago
  • PGIM - Associate, RFP Writer (Hybrid)

    PGIM 4.5company rating

    Newark, NJ jobs

    Job Classification: Sales - Sales A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do We are looking for an astute, determined professional like you to join our RFP team as an RFP Associate. The team sits within the Business Development organization and collaborates closely with Product Strategy and Portfolio Management. This rewarding opportunity will enable you to make a big impact in our organization, so if this sounds exciting, then PGIM might be the place. This is a hybrid role based in Newark, NJ, where the team is working 3 days a week in the office. What you can expect * Assist with RFP requests, investor diligence inquiries, and market surveys * Track, coordinate, and complete requests * Confirm source-data accuracy and appropriate application in responses * Ensure clarity, brevity, and consistency * Coordinate with internal stakeholders (portfolio teams, business development, legal, compliance, and others) to: * Gather information and tailor responses * Ensure timely delivery of proposals * Project-manage document completion * Fulfill internal requests for information used for standard and ad hoc client reporting * Manage Consultant Database Updates * Maintain updated content in our RFP database * Collaborate with a team of experienced RFP / Investor Services colleagues located across the globe What you will bring * 3+ years' minimum experience working within the investment management industry, with a focus on RFP writing & DDQ processes or Investor Services * Strong written/verbal communication and quantitative skills * Advanced knowledge of Microsoft office suite, using styles and formatting in Word and Excel * Outstanding project management, relationship management, and organizational skills * Ability to work in a fast-paced, deadline-driven environment * High degree of professionalism and client service mindset * Excellent writing, verbal, and editing skills What will set you apart? * Knowledge of Private Credit &/or Private Real Estate (Equity/Debt) markets * PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $90,000 - $115,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. #LI-Hybrid #LI-SC1 What we offer you: * Market competitive base salaries, with a yearly bonus potential at every level. * Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. * 401(k) plan with company match (up to 4%). * Company-funded pension plan. * Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. * Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. * Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. * Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
    $90k-115k yearly Auto-Apply 16d ago
  • Senior Planning & Analysis Associate - PGIM Finance (Hybrid)

    PGIM 4.5company rating

    Newark, NJ jobs

    Job Classification: Finance & Accounting - Finance & Accounting A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you can expect: Assist in the annual budgeting and quarterly forecasting processes Collaborate with team members and business partners to gather and analyze financial data Help maintain financial models and tools (e.g., Anaplan) used for forecasting and planning Prepare and review monthly and quarterly financial reports, including variance analysis Support the development of presentation materials for leadership meetings Participate in benchmarking studies and competitive analysis Contribute to process improvement initiatives within the finance team Gain exposure to strategic projects and cross-functional collaboration The current employee work arrangement for this position is Hybrid and requires your on-site presence on a reoccurring basis as determined by your business. Your manager will provide additional details relative to the specific number of days you are expected to be on-site. What you will need: Bachelor's degree in Finance, Accounting, Economics, or a related field Strong analytical and problem-solving skills Excellent attention to detail and organizational abilities Effective written and verbal communication skills Proficiency in Microsoft Excel and other MS Office tools Eagerness to learn, grow, and contribute in a team-oriented environment Internship or academic project experience in finance or data analysis is a plus *PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $70,000 to $80,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. What we offer you: Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
    $70k-80k yearly Auto-Apply 49d ago
  • Property Administration Document Admin

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    Join our Global Property Administration team as a part-time Document Admin and play a key role in managing critical documents, supporting business partners, and delivering outstanding client service in a dynamic, detail-oriented environment. As a Document Admin within the Global Property Administration team, you will be responsible for managing and filing documents, conducting research and providing requested information, scanning and imaging, uploading legal and other documents, and delivering superior customer service to our clients. **This role is part-time (2 days/week).** Job Responsibilities Managing and maintain file room Research document review as requested by business partners Scan and upload original documents Maintain Lien Tracker Maintain Letter of Credit Tracker Manage files/document filing, File/document retrieval requests in file vault Adhere to Global Information Management record retention policies and departmental, including legal retention requirements. Manage a log of cancelled/terminated/expired files and transfer to off site storage facility for archiving pursuant to legal requirements and global information management record retention guidelines. Notarize legal documents Required Qualifications, Skills and Capabilities: Associate degree in Business Administration, Accounting, Real Estate, Finance, Economics or equivalent. Basic skills with Microsoft Excel, Word experience Excellent listening, verbal, written, and interpersonal communication skills Strong attention to detail and accuracy and excellent analytical and problem solving skills required Preferred Qualifications, Skills and Capabilities: Notary License Knowledge of SAP or equivalent experience preferred Proven ability to work independently and be a self starter Efficient, proactive, responsive, team player with a proven track record of establishing and maintaining strong client and internal partner relationships Excellent listening, verbal, written, and interpersonal communication skills required Ability to communicate in writing policies, procedures, memoranda and training materials
    $76k-110k yearly est. Auto-Apply 15d ago
  • Work From Home Representative | Entry Level | Flexible Schedule | Hiring Immediately

    Globe Life 4.6company rating

    Houston, TX jobs

    START YOUR NEW CAREER FROM HOME - APPLY TODAY, START THIS WEEK! We're looking for motivated individuals ready to take control of their future. At Globe Life AO, you'll enjoy: Flexible schedules Full training provided High income potential All without leaving your home. No experience? No problem. We'll give you everything you need to succeed. ✅ WHAT WE OFFER: High earning potential - No cap on income Full training provided - No experience required Flexible schedules (Full-time or Part-time) 100% remote work from home Rapid career growth opportunities Hiring immediately - Start this week YOUR ROLE: Making outgoing calls, emails, texts and chats from clients Provide clear answers and process requests. Maintain professionalism and positivity. REQUIREMENTS: Computer/laptop with internet access. Positive, coachable, and reliable. Ability to work independently and with a team. No prior experience required - we train you! Must be willing to get Licensed in Life and Health Insurance Must be a US Resident AVERAGE EARNINGS: $800-$1,200 weekly (Weekly Commission based Salary + performance bonuses). APPLY NOW - INTERVIEWS ARE FILLING FAST! Your future is one click away. Hit Apply Now and start your new career from home this week. Spots are limited - don't wait!
    $800-1.2k weekly Auto-Apply 60d+ ago
  • PGIM Analyst, Investment Operations (Hybrid-Newark/NJ, Tampa/FL)

    PGIM 4.5company rating

    Newark, NJ jobs

    Job Classification: Investment Management - Investment Operations A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do PGIM Plan Accounting Investment Operations is an integral component in the support of PGIM and Group Insurance businesses and their clients' investments in separate accounts and trust vehicles. Positions in Plan Accounting provide the opportunity to gain broad business knowledge by way of consistent exposure to a wide network of business partners. These include corporate and business functions such as Finance, Operations and Systems, Risk Management, Compliance, Audit, Product Development, Client Relationship Management and Actuarial Services as well as external banks and financial companies. Under the guidance of their supervisors, Associates are empowered to immediately contribute in a meaningful way, add significant value to organization initiatives and effect change. This position is based in our Newark, NJ office and will follow a hybrid schedule (3 days in office). Our organization follows a hybrid work structure where employees can work remotely and/ from the office, as needed, based on demands of specific tasks or personal work preferences. Working from the office is encouraged when working on tasks that require a high degree of collaboration. What you can expect * Supporting, monitoring, and calculating unit values for the investments we support * Transfer agency services including asset to liability reconciliations and investor share ownership * Production of client level commingled asset and investment reports, 5500/Schedule C and regulatory reporting * Calculation, invoicing, and collection of fees related to Investment management services and administration * Transaction processing including client contributions, withdrawals, and bank account monitoring * ORACLE accounting entries and ledger revenue reconciliations * Asset Manager relationship management and cashflow forecasting * Client order processing including exchanges and withdrawals; NSCC trading * Support of new fund development, set ups and closings * Bank Oversight and Related Reconciliation/Reporting Functions * Portfolio and Client level transition events (ie. securities in-kind transfers, manager replacements, etc) * External and Internal audit review and support; Client service support * Participate in various analysis and special projects What you will bring * Bachelor's degree in Economics, Finance, Accounting or Business related preferred * 3.0 GPA or above preferred * Ability to understand and analyze basic accounting principles and financial statements * Ability to organize, prioritize tasks and work in a deadline oriented environment * Strong oral and written communication skills; ability to deal with associates at all levels within the organization * Demonstrated leadership skills * Strong analytical and problem solving skills * Intermediate to advanced proficiency with Microsoft Excel and Word * PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $60,000 to $70,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. About PGIM Global Services PGIM Operations and Innovation drives digital transformation, modern data analytics, and operational excellence across PGIM in partnership with our business and corporate functions. We are aligned into seven verticals to drive innovative solutions and deliver operational services that contribute to PGIM being a world-class investment manager. Our workstreams operate in a collaborative, agile manner and foster a strong community focused on most relevant emerging technologies and best-in-class solutions. What we offer you: * Market competitive base salaries, with a yearly bonus potential at every level. * Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. * 401(k) plan with company match (up to 4%). * Company-funded pension plan. * Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. * Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. * Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. * Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
    $60k-70k yearly Auto-Apply 20d ago
  • PGIM Marketing, Director, Event Manager (Hybrid)

    PGIM 4.5company rating

    Newark, NJ jobs

    Job Classification: Corporate - People Team A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do: As Event Director and part of the PGIM Marketing team you will show success in creating, managing, and executing events and sponsorships; with a focus on delivering brand activation, enhancing event attendee experience, and driving engagement to strengthen client relationships. You will be responsible for the planning and execution of high-level client facing events and sponsorship activation for participants ranging from 10-4000 people. An ideal candidate will be team-oriented, detail focused and work well in a dynamic and fast paced environment. What you can expect: * Brand ambassador who understands the value proposition and works to uphold and promote it through events, while leading and contributing to the development of best practices, procedures and systems. * Conceptualize and develop strategic event initiatives, ensuring measurable objectives and clear KPIs are set that align with business objectives. * Subject matter expert in event strategy, planning and delivery for both in-person and virtual events through thoughtful execution. * Continually drive creativity and innovation to elevate attendee event experience, while ensuring consistency of experience is delivered throughout all events. * Partner with business partners, such as digital marketing teams for cohesive and strategic event management. What you will bring: * 8+ years of corporate or financial service sector event management experience. * Solid understanding of event technology and virtual event platform. * Technological proficiency in Microsoft Teams, Word, Excel, PowerPoint. * Working knowledge of event apps and virtual platforms such as Cvent, On24, Zoom Events. * Demonstrate hands-on experience of successful event project planning and delivery of both virtual and in-person event formats. * Highly organized and methodical project manager who excels in time management and handling multiple high-level projects. * Team player who can work individually or part of a team to achieve project goals. * Ability to be proactive, creative and resourceful to elevate event experiences. * PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. This position is based out of our Newark, NJ office. Our organization follows a hybrid work structure with 3 days in the office and 2 working from home. Note: Prudential is required by state-specific laws to include the salary range for this role when hiring a resident in applicable locations. The base salary range for this role is from $150,000 to $170,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. About PGIM Marketing Group PGIM's Marketing Organization is integral to the growth of the company, driving deep understanding of clients and delivering experiences that achieve exceptional business outcomes. We are a diverse team of marketers who are passionate about putting clients at the center of everything we do and making their lives better by solving the financial challenges of a changing world. #LI-CR1 #LI-Hybrid What we offer you: * Market competitive base salaries, with a yearly bonus potential at every level. * Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. * 401(k) plan with company match (up to 4%). * Company-funded pension plan. * Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. * Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. * Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. * Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
    $150k-170k yearly Auto-Apply 14d ago
  • Network Engineering Intern

    Commonwealth of Massachusetts 4.7company rating

    Chelsea, MA jobs

    Apply for a Job Apply for a Job for JAWS Users Create a Profile Create a Profile for JAWS Users System Requirements First consideration will be given to those applicants that apply within the first 14 days. Please see Preferred Qualifications. Comprehensive Benefits When you embark on a career with the Commonwealth, you are offered an outstanding suite of employee benefits that add to the overall value of your compensation package. We take pride in providing a work experience that supports you, your loved ones, and your future. Want the specifics? Explore our Employee Benefits and Rewards! An Equal Opportunity / Affirmative Action Employer. Females, minorities, veterans, and persons with disabilities are strongly encouraged to apply. The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC) may self-select out of opportunities if they don't meet 100% of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role. Tell us about a friend who might be interested in this job. All privacy rights will be protected. The Executive Office of Technology Services and Security (EOTSS) is the lead enterprise technology organization for the Commonwealth of Massachusetts. Charged with driving the ongoing alignment of business and technology across the Commonwealth's Executive Branch, EOTSS oversees and manages the enterprise technology, digital infrastructure and services, as well as the Commonwealth Security Operations Center and an enterprise Standard Operating Environment that includes an information security and risk management framework for over 125 state agencies and over 43,000 state employees. We directly serve our constituents by providing digital services and tools that enable taxpayers, drivers, businesses, visitors, families and other citizens to do business with the Commonwealth in a way that makes every interaction with government easier, faster, and more secure. Our Mission: We provide technology leadership across the Commonwealth to enhance the quality of public service and foster positive community outcomes. About the Role EOTSS is seeking to hire a Network Engineer Intern to join the EOTSS Network Engineering Team. The EOTSS Networking Engineering Team provides reliable Network Services and support to all Commonwealth of Massachusetts customers. The networking services provided by the team include network design, implementation, installation, and management. The Network Engineering Team is especially skilled in and specializes in complex routing configurations, wireless networking, and the use of Visio for creating diagrams in support of the infrastructure. The team provides Tier two support to the Network Operations Team and routinely joins Major Incident conference bridges to help with troubleshooting incidents to their resolution. The Network Engineer Intern will learn what it is like to be part of day-to-day operations. The intern will observe and participate in various incidents and change management processes. The intern will also have exposure to documentation and diagram updates. The intern will work closely with our Network Analysts and Network Engineers with asset inventory reconciliation. The primary work location for this role will be 200 Arlington Street Chelsea, Massachusetts 02150. The work schedule for this position is Monday through Friday, 8\:00AM to 4\:00PM EST. This position would be expected to follow a hybrid model of reporting to work that combines in-office workdays and work from home days as needed. This internship is a part-time opportunity, requiring approximately 22.5 hours per week, though we are open to considering candidates interested in a greater commitment. Applicants must be currently enrolled students at a higher education institution. Preferred Skills & Qualifications Understanding of TCP IP (IP addressing) Understanding of network concepts Local Area Networks (LAN) Wide Area Networks (WAN) Network Management Basic security networking concepts Working knowledge/experience with Microsoft Office Suite and Office 365 Analytical and problem-solving abilities Customer service skills Excellent communication and writing skills Self-motivated and ability to learn quickly Ability to prioritize work/specific incidents All offers of employment into this position are conditional and subject to passing\: a Massachusetts Criminal Background Check (CORI); a security clearance (fingerprinting) consistent with IRS and/or public safety requirements; and security training.
    $59k-71k yearly est. Auto-Apply 7d ago
  • Forensic Accounting Intern

    Meaden & Moore 3.7company rating

    Dublin, OH jobs

    Job Description Firm: Meaden & Moore is a leading CPA and business consulting firm, recognized for excellence in both the workplace and with our clients. We are a nine-time winner of The Plain Dealer's Top Workplaces, a seven-time recipient of Ohio Magazine's Best Places to Work and consistently ranked among the Top 50 Best of the Best Firms by Inside Public Accounting. These accolades highlight how our firm is managed and reflect our commitment to fostering a supportive and dynamic environment-one that nurtures career growth and provides long-term opportunities for advancement, leadership, and potential ownership. Since 1919, we have been dedicated to delivering exceptional professional services across accounting, tax, forensic, and consulting disciplines. Our expert team-CPAs, CFEs, CFFs, advisors, and auditors-brings deep expertise, insight, and tailored strategies to help clients navigate complex challenges, enhance business success, and thrive in today's global economy. Investigative Accounting Internship positions available: August 2026 - December 2026 Start and End Dates are flexible. Both part-time and full-time internships are available for this role. Part-time internships require 20 - 29 hours per week, while full-time internships require a minimum of 30 hours per week, with an expectation of up to 40 hours. This opportunity is fully onsite. Opportunity: During your internship, you'll get real-world experience working with talented professionals in investigative accounting engagements that involve working with commercial property insurers in evaluating physical damage and business income losses suffered by businesses resulting from catastrophes. Projects may include reviewing and analyzing historical financial and industry information, revenue and expense projections, insurance claim evaluations and economic damage evaluations. Assignments provide exposure to a wide range of industries from small local retail stores to multinational entities. Qualifications: The successful candidate will meet the following requirements: * Junior or senior level student * Accounting major * Minimum 3.0 GPA * Proficient understanding of Microsoft Windows and Office applications, especially Microsoft Excel skills that are considered to be an intermediate or advanced level. The candidate should also be open to training in other Windows-based applications. * Motivation and enthusiasm! Our clients have come to expect high levels of service and expertise. We seek self-starters who demonstrate an interest in learning new skills and concepts, then put them to work for our clients. Our Commitment to Diversity and Inclusion: Our human capital is the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company's achievement as well. We embrace and encourage our employees' differences in age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. Compensation: Determining actual compensation relies on many factors including individual candidate experience, qualifications, and comparable benchmarks. Base compensation for this role typically ranges between $30 - $32 an hour.
    $30-32 hourly 14d ago
  • Part-Time Insurance Verification Specialist (Remote)

    Globe Life Family of Companies 4.6company rating

    McKinney, TX jobs

    At Globe Life we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better. Role Overview: Could you be our next Part-Time Insurance Verification Specialist? Globe Life is looking for a Part-Time Insurance Verification Specialist to join the team! In this role, you will verify life and health insurance applications directly with potential customers. This is a vital part of our Company's New Business and Underwriting process. The information you verify and gather directly affects whether the Company will decline or issue a policy. This is a remote / work-from-home position. What You Will Do: Make outbound calls to potential customers to verify and document required information to finalize applications for underwriting assessment. Use the Quality Assurance database and conduct appropriate assessments on what additional customer information or verification is needed. Clearly explain the application process to potential customers. Accurately complete additional paperwork as needed. Maintain appropriate levels of communication with management regarding actions taken within the Quality Assurance database. Transfer calls to the appropriate department as needed. Successfully meet the minimum expectation for departmental key performance indicators (K.P.I's). Be enlisted in special projects that encompass making numerous outbound calls, recording activities requested by/from customers, etc. What You Can Bring: Minimum typing requirement of 35 wpm. Bilingual English and Spanish preferred Superior customer service skills required - friendly, efficient, good listener. Proficient use of the computer, keyboard functions, and Microsoft Office. Ability to multitask and work under pressure. Knowledge of medical terminology and spelling is a plus. Excellent organization and time management skills. Must be detail-oriented. Have a desire to learn and grow within the Company. Applicable To All Employees of Globe Life Family of Companies: Reliable and predictable attendance of your assigned shift. Ability to work full-time and/or part-time based on the position specifications.
    $28k-31k yearly est. 60d+ ago
  • Customer Retention Manager (Hybrid)

    Globe Life Inc. 4.6company rating

    McKinney, TX jobs

    Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Customer Retention Manager? Globe Life is looking for a Customer Retention Manager to join the team! In this role, you will be responsible for directly managing up to 5 production supervisors who oversee teams of part-time Customer Retention representatives and department Team Leads that provide support to the contact center. This role involves providing ongoing guidance, coaching, and professional development opportunities to drive team growth while creating and maintaining a motivating work environment that inspires staff to consistently meet and exceed performance standards. The position requires establishing and maintaining the highest standards of quality and productivity across all contact center operations. The manager serves as the primary escalation point for operational issues and strategic decision-making, analyzing daily performance metrics, and proactively implementing data-driven improvement strategies to drive consistent achievement of departmental Key Performance Indicators and organizational objectives. The role involves partnering with Recruiting to assess staffing needs and ensure optimal team capacity. The manager collaborates with Human Resources to maintain consistency in policy application and appropriately handles disciplinary actions while ensuring detailed, confidential documentation. Additionally, the position ensures all HR processes and personnel actions comply with company policies, procedures, and legal requirements. This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday). What You Will Do: * Manage a diverse team of full-time and part-time staff across multiple levels, including Supervisors, Team Leads, and Call Center Representatives. * Conduct comprehensive annual performance reviews for direct reports and ensure supervisors complete timely evaluations for their team members. * Ensure supervisors fulfill all responsibilities as outlined in the Customer Retention Supervisor Expectations document. * Collaborate with senior leadership to develop strategies and ensure timely, effective implementation. * Leverage technology solutions to optimize multi-channel contact methods and increase customer response rates. * Monitor and evaluate departmental tests and policy changes to ensure expected performance while identifying and addressing adverse trends. * Establish and maintain comprehensive documentation for all business processes with appropriate controls. * Utilize data-driven analysis to continuously optimize call center operations and performance metrics. * Serve as Subject Matter Expert across all areas of responsibility, providing guidance and expertise to the team. * Support testing and implementation of new programs and technologies within the contact center environment. * Partner with the training team to develop and maintain current, effective training programs for new hires and existing representatives. * Communicate with Agency field operations as needed to ensure alignment and support business objectives. * Complete ad hoc requests, as needed. What You Can Bring: * High School Diploma or Equivalent. * Associate degree and/or equivalent work experience. * Minimum 5 years' experience in telemarketing/sales management. * Life insurance or financial industry experience preferred. * Technical Proficiency: Advanced computer skills in MS Office Suite and ability to quickly adapt to evolving technology solutions that address business needs. * Analytical & Strategic Thinking: Strong data analysis capabilities with the ability to translate insights into actionable business recommendations for senior leadership. * Leadership & Communication Skills: Exceptional ability to communicate progress, results, and strategic initiatives to senior leaders while setting clear direction for telemarketing/telesales functions. * Team Development Skills: Proven expertise in developing, motivating, and retaining high-performing staff members. * Problem-Solving Skills: Excellent critical thinking and problem-resolution skills with a results-oriented mindset. * Training & Development Skills: Demonstrated ability to design and deliver effective training programs for telemarketing/telesales teams. Applicable To All Employees of Globe Life Family of Companies: * Reliable and predictable attendance of your assigned shift. * Ability to work full-time and/or part-time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: * Competitive compensation designed to reflect your expertise and contribution. * Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. * Robust life insurance benefits and retirement plans, including company-matched 401 (k) and pension plan. * Paid holidays and time off to support a healthy work-life balance. * Parental leave to help our employees welcome their new additions. * Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. * Company-paid counseling for assistance with mental health, stress management, and work-life balance. * Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. * Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters. Location: 7677 Henneman Way, McKinney, Texas
    $88k-109k yearly est. 51d ago
  • Customer Engagement Consultant (Sales), Business Cards & Payments (Hybrid), Plano, Texas

    Capital One 4.7company rating

    Plano, TX jobs

    The **Business Cards & Payments (BC&P)** organization is committed to fueling the courageous entrepreneurial spirit that's at the heart of America's business owners and offer products and services to help them do more business. We've built an organization that is focused on listening to and learning from the millions of business customers we serve every day to make sure our products, services and experiences work as hard as they do. The name of our organization reflects our current leadership position in Business Cards and Payments - as well as our aspiration to serve a wide range of needs for our customers beyond the card. We are a culture that dreams big and embraces an entrepreneurial and ownership spirit - just like our business customers. The Role: Are you a self-starter, a go-getter, and a deal maker? Are you disciplined and autonomous? Within Capital One's Business Cards & Payments group, you will find a culture that expects and rewards excellence. We believe in unlocking the power of people and equipping them to do great things! We are looking for like-minded people who can share our passion for success and a high sense of urgency to deliver on customer needs. As a **Customer Engagement Consultant** , you will play a key role in identifying opportunities and providing direct support to our customers. The consultant will be responsible for executing outbound contact campaigns through a variety of channels and execute next steps to help meet the client's needs. The ideal candidate will be able to work in a fast-paced environment with changing priorities, have strong relationship building skills, and be able to meet our customers at moments that matter to grow and retain their business. This person must have strong influence and client management skills, a consultative sales skill set, and must be able to work autonomously. This individual must also have strong written and verbal communication skills for over-the-phone and email communication. General Responsibilities: + The goal of this individual is to execute call campaigns, engage customers to speak further about complex opportunities and take action in real-time. + Develop subject matter expertise on the Business Cards & Payments product suite in order to effectively problem solve, cross-sell or pitch a solution that meets the client's needs + Use judgment to identify the appropriate path to embark on with the client and engage partners or leadership as needed + Utilize various forms of communication including, but not limited to email, phone and direct mail + Develop, manage and maintain relationships with field teams across Business Cards & Payments + Work independently and seek out feedback and data to reflect on and improve your own performance + Be compliant with all Capital One protocols and client activities + Maintain and update the CRM system An Ideal Candidate Possesses: + A strong interest in sales and desire to continue learning and growing in a sales based environment + A proven track record of successful face-to-face or phone based sales and client management experience + Drive, focus, independent thinking, and the ability to work autonomously + Influential communication skills (both written and verbal), ability to quickly move key decision makers through a change curve via a proactive phone based approach + A consultative mindset and the ability to adapt to an ever changing environment + Real-time effective utilization of judgment and problem solving skills Basic Qualifications: + Bachelor's degree or military experience Preferred Qualifications: + 1+ years of sales or client management experience **_At this time, Capital One will not sponsor a new applicant for employment authorization for this position._** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Plano, TX: $64,700 - $73,900 for Customer Development Associate Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $64.7k-73.9k yearly 41d ago
  • Financial Services Specialist (Remote)

    Global Financial Impact 3.9company rating

    Georgia jobs

    About Us We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally. Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role. Role Description Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work Conduct Financial Needs Analysis to uncover financial goals of the client Formulate tailored financial plans for them Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf Conduct semi annual and annual reviews Experience All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more. Helpful traits and skills include: Entrepreneurial Mindset Leadership Self-Motivation Organization & Initiative High Ambition & Positive Energy Work Schedule & Benefits Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment. Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities. Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience. Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families. Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels. Compensation Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000 Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month) Non-Negotiable Qualifications Willingness to get licensed in 7-10 days via a state-approved course Ability to pass a background check Legally authorized to work in the United States No Felonies Find us on: Instagram | LinkedIn | TikTok | GFI Website
    $31k-50k yearly est. 60d+ ago
  • PT Teller

    Citizens National Bank 4.1company rating

    Springfield, OH jobs

    Job Title: Part Time Teller Status: Part Time FSLA Job Class: Non-Exempt Department: Deposit Operations Reports To: Branch Manager At Citizens National Bank, we have surrounded ourselves with some of the brightest and most talented professionals in the financial service industry to form a solid and secure community banking foundation. Citizens National Bank has an excellent opportunity available in our Springfield market for a Part Time Teller. In this role you will develop customer relationships by providing existing and potential customers with a full range of banking products and efficient and accurate services. A typical day may include the following: Building customer relationships by assessing their financial needs, explaining the different types of accounts and services available and assisting in the selection of the most appropriate ones for their situation. Anticipating customer needs and cross-sell the bank's products and services and makes referrals to specialized areas of the bank. Assists customer with service requests, addressing complaints, and researching account problems, including account maintenance, reconciling checkbooks, completing forms for direct deposits, transferring of funds, etc. Receive deposits for, and pay withdrawals from, savings accounts of customers as presented with proper identification and appropriate documents. Receives deposits and cash checks for customers, verifying customer balances on any checks larger than the amount specified in the check cashing procedures, to ensure safety for the customers as well as for the bank. Maintains currency and coin supply as prescribed by bank policy, and remains familiar with all security equipment and safety precautions. Balances daily all transactions recorded through the teller station while one duty. Verifies night depository bags and envelopes and maintains accurate transaction logs on these items, as assigned. Complies with all bank, state and federal policies, procedures and regulations. JOB REQUIREMENTS: High school diploma or GED ADDITIONAL QUALIFICATIONS: Two years experience desired in servicing the public, building relationships, making referrals, and obtaining sales. Must have stellar written and verbal communication skills. High level of professionalism Proficiency in computer software such as Word, Excel, and Outlook Must maintain a well-developed working knowledge of the bank's products and services, along with the applicable regulations and operating systems. Must have the ability to manage multiple priorities and meet deadlines. WHAT'S GREAT ABOUT WORKING AT CITIZENS NATIONAL BANK? Generous Paid Time Off Company paid Life & Accidental Death/ Dismemberment Insurance Incentive Plan paid on a quarterly basis Employee Stock Ownership Plan for your retirement Banking Perks Citizens National Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
    $32k-36k yearly est. Auto-Apply 3d ago
  • Assistant Controller, Managed Services

    Clark Schaefer Hackett 3.9company rating

    Cincinnati, OH jobs

    Continue Your Career on YOUR Terms Part-Time Assistant Controller Are you an experienced accounting professional seeking a role that fits your life? Whether you're coming from public accounting or industry, or a parent looking to continue your career without returning to full-time work, this opportunity is designed for you. Join our dynamic team as an Assistant Controller and use your expertise to make a meaningful impact without the demands of a full-time schedule. This is more than just a numbers role - it's a chance to be a trusted advisor, a mentor, and a strategic thinker. You'll play a key role in shaping the financial health of our clients while also helping to lead, grow, and influence the careers of the talented professionals on your team. What You'll Do As an Assistant Controller, you'll: Be the financial backbone for multiple clients, overseeing accounting operations and financial reporting. Review and refine budgets, KPIs, and management reports to help clients make smart, data-driven decisions. Ensure accounting standards and frameworks are properly applied. Serve as a liaison between clients and their tax preparers or other professional service providers. Build strong, trusting relationships with clients through proactive communication and advisory. What You Bring We're looking for someone who is: A collaborative leader with 5+ years of accounting experience and 3+ years managing teams. Skilled in financial reporting, budgeting, and client advisory. Detail-oriented, analytical, and a great communicator. Tech-savvy, especially with Microsoft Office and paperless environments. CPA/CA preferred (or actively pursuing). Why You'll Love Working Here Part-time flexibility with meaningful work. A supportive, growth-minded team that values your input. Opportunities to lead, mentor, and shape client and associate success. A culture built on REAL values: Respect, Excellence, Accountability & Leadership Work Style & Location Hybrid, remote, or in-office - we're flexible. Occasional travel to client sites may be required. Ready to Make an Impact? If you're passionate about shaping the financial health of businesses and helping your team thrive through mentorship and development, we'd love to connect. Your expertise can make an impact that goes beyond numbers. Apply today and let's build something great together!
    $61k-76k yearly est. 57d ago
  • Loan Specialists

    Maharaja Enterprises 4.1company rating

    Dallas, GA jobs

    IT'S TIME FOR A CHANGE, START 2024 OFF THE RIGHT WAY Maharaja Enterprises LLC - Creative Financing Experts Commision Based Pay: 2 points per funding secured Maharaja Enterprises LLC in Dallas, GA is looking for one Mortgage Loan Originator Specialist to join our strong team. Our ideal candidate is attentive, ambitious, and hard-working. Mortgage Loan Originator Specialist (Full-time/Part-time): As a Mortgage Loan Originator Specialist at Maharaja Enterprises, your responsibilities will include: Client Relationship Management: Build and maintain strong relationships with clients, including borrowers, real estate agents, and other industry professionals. Lead Generation: Generate leads for mortgage loan origination through various channels, including networking, referrals, and marketing strategies. Loan Application Process: Guide borrowers through the mortgage loan application process, including collecting necessary documentation, assisting with the completion of application forms, and ensuring compliance with lending requirements. Pre-Qualification and Pre-Approval: Evaluate borrowers' financial profiles, review credit reports, income documents, and other relevant information to determine their eligibility for mortgage financing. Provide pre-qualification and pre-approval letters to qualified borrowers. Mortgage Product Knowledge: Stay up-to-date with the latest mortgage products, interest rates, and lending guidelines. Educate borrowers on the different loan options available and help them select the most suitable mortgage program for their needs. Financial Analysis: Analyze borrowers' financial information, including income, assets, and debts, to assess their creditworthiness and ability to repay the loan. Make recommendations based on the analysis and assist in finding suitable loan solutions. Loan Origination and Documentation: Prepare loan packages, including completed applications, credit reports, income documentation, and other required forms. Submit loan applications to underwriting for approval and ensure all necessary documents are in order. Communication and Support: Act as a point of contact for borrowers throughout the loan origination process, providing regular updates, answering questions, and addressing any concerns. Coordinate with internal teams, such as underwriters and processors, to ensure a smooth and timely loan closing. Compliance and Regulations: Adhere to all applicable lending regulations, including those set by federal, state, and local authorities. Ensure that all loan origination activities are in compliance with the relevant laws and regulations. Sales and Business Development: Continuously seek opportunities to expand Maharaja Enterprises' mortgage loan origination business by developing relationships with new referral sources, attending industry events, and implementing marketing strategies. Performance Metrics: Meet or exceed sales goals and performance targets set by the company. Maintain accurate records of loan origination activities and provide regular reports to management. Professional Development: Stay informed about industry trends, changes in lending practices, and new mortgage loan programs. Continuously enhance knowledge and skills through training, workshops, and professional development opportunities. As a Mortgage Loan Originator Specialist, you will play a crucial role in helping borrowers secure financing for their real estate transactions. Your expertise in mortgage lending, client management, and adherence to regulatory requirements will contribute to the overall success of Maharaja Enterprises' mortgage loan origination business. Experience: - Experience as a Mortgage Loan Originator or similar role - Strong knowledge of mortgage products, including conventional loans, FHA loans, VA loans, and jumbo loans - Familiarity with escrow processes and procedures - Excellent math skills for calculating loan amounts, interest rates, and monthly payments - Proficient in using 10-key typing for accurate data entry - Ability to read and interpret complex financial documents, such as tax returns and bank statements - Strong communication skills to effectively explain loan options and requirements to borrowers - Detail-oriented with the ability to review contracts and identify potential issues or discrepancies Imagine a vibrant and dynamic environment where countless leads await you. Our system is brimming with potential opportunities, and we continue to add more each day. But that's not all. We believe in setting you up for success. You will have access to a plethora of leads, receive comprehensive sales training on a daily basis, experience personal growth as an investor (as we grow, so do you), and have the incredible opportunity to earn while you learn the intricacies of real estate. And let's not forget our exceptional disposition team, passionately selling deals nationwide! However, here's the reality: Compensation: Commission based. Earning potential is unlimited! This business only thrives if you are willing to put in the work. Our motto is simple, yet powerful: EAT WHAT YOU KILL. If you lack self-motivation, hunger for success, and the willingness to learn and collaborate with like-minded individuals, then we are not the right fit for you. Please do not fill out the application if you cannot commit to this level of dedication. But if this resonates with your entrepreneurial spirit and you are ready to put in the effort to master this business and achieve remarkable financial rewards, then look no further! Take that first step towards an extraordinary future by filling out our application We are looking forward to reading your application. Job Types: Full-time, Part-time, Temporary, Internship Pay: Commission Benefits: Employee assistance program Employee discount Flexible schedule Professional development assistance Work from home Experience level: No experience needed Schedule: Choose your own hours Monday to Friday Weekend availability Experience: work (Preferred) Work Location: Remote Note: This job description is intended to provide a general overview of the position. Duties and responsibilities may vary depending on the specific needs of the company. Job Types: Contract, Part-time, Full-time Benefits: Flexible schedule Professional development assistance Schedule: 10 hour shift 12 hour shift 4 hour shift 8 hour shift Choose your own hours Day shift Monday to Friday Night shift Supplemental pay types: Commission pay Experience: Sales (Preferred) Loan origination (Preferred) Fair Housing regulations (Preferred) Work Location: Remote Job City Dallas,GA. State Georgia Country USA Job Name Loan Specialist
    $28k-54k yearly est. 60d+ ago
  • BRANCH MANAGER I- East Region Float

    Dollar Bank 4.3company rating

    Cleveland, OH jobs

    The Branch Manager Trainee participates in a comprehensive retail training program while working toward individual business development and sales objectives. This role is responsible for building and leading a high-performing sales and service team, ensuring that each member contributes to the branch's success through a consultative sales approach. A key focus of the Branch Manager Trainee is developing team members through individualized coaching sessions and holding them accountable for overall performance. Additionally, this role actively drives business growth through proactive initiatives, including participation in community events and business networking opportunities. As a member of the Regional Banking Team, you will be responsible for supporting multiple branches within Dollar Bank's East Branches. These branches include Beachwood, Eastlake, Euclid, Maple, Mayfield, Mentor, Painesville, Richmond, University Heights. Travel reimbursement is provided after a specific mileage threshold is met. Qualifications: · Bachelor's Degree with two years of management experience in a retail environment including managing a staff, coaching, and meeting sales goals. Will consider High School Diploma/GED with six years of management experience in a retail environment including managing a staff, coaching, and meeting sales goals. · Retail Banking and business development experience preferred. · Ability to travel as needed to training. · A valid driver's license and access to a reliable vehicle is required. · Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency. Principal Activities and Duties: • Deliver exceptional service in alignment with the Bank's Mission, Vision, and Values. • Contribute directly to customer growth and retention by utilizing proactive strategies to develop business opportunities and deepen customer relationships. • Actively support customer engagement by adhering to the Bank's service behaviors. • Overseeing the team's service behaviors efforts, promoting products and services, and conducting call nights to follow up on leads. • Foster a customer service-oriented team culture, where each member contributes to relationship building and operational integrity. • Conduct daily team huddles, monthly team meetings, and individual coaching sessions to provide performance feedback. • Represent the Bank professionally within the community, actively sourcing new relationships through involvement in local businesses, organizations, and charitable events. • Consistently achieve all established customer service goals and targets. • Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction. • Arithmetic skills to count money accurately. • Computer literacy to access account information and process transactions. • Develop a thorough knowledge of Bank products and guidelines by attending the required classes. • Maintain a professional appearance and conduct yourself in a professional manner at all times. • Maintain the highest level of professional integrity and ethics. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Compensation Range: Schedule Information Monday - Thursday: 8:30am to 5:30pm Friday: 830am -6:30pm Saturday: 8:30am - 1:30pm EEO Statement Dollar Bank is an Equal Opportunity Employer. Minority/Female/Veteran/Disabled Benefits Information Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, tuition reimbursement, and gym membership reimbursement. Part-time employees qualify for 401(k) with immediate vesting, tuition reimbursement, and gym reimbursement. For more information, please visit ************************************************
    $77k-93k yearly est. 41d ago
  • Insurance Verification Specialist (Remote)

    Globe Life Family of Companies 4.6company rating

    McKinney, TX jobs

    At Globe Life we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better. Role Overview: Could you be our next Insurance Verification Specialist? Globe Life is looking for an Insurance Verification Specialist to join the team! In this role, you will verify life and health insurance applications directly with potential customers. This is a vital part of our Company's New Business and Underwriting process. The information you verify and gather directly affects whether the Company will decline or issue a policy. This is a remote / work-from-home position. We have full-time & part-time positions available. What You Will Do: Make outbound calls to potential customers to verify and document required information to finalize applications for underwriting assessment. Use the Quality Assurance database and conduct appropriate assessments on what additional customer information or verification is needed. Clearly explain the application process to potential customers. Accurately complete additional paperwork as needed. Maintain appropriate levels of communication with management regarding actions taken within the Quality Assurance database. Transfer calls to the appropriate department as needed. Successfully meet the minimum expectation for departmental key performance indicators (K.P.I's). What You Can Bring: Minimum typing requirement of 35 wpm. Excellent oral and written communication. Superior customer service skills required - friendly, efficient, good listener. Proficient use of the computer, keyboard functions, and Microsoft Office. Ability to multitask and work under pressure. Knowledge of medical terminology and spelling is a plus. Excellent organization and time management skills. Must be detail-oriented. Have a desire to learn and grow within the Company. Applicable To All Employees of Globe Life Family of Companies: Reliable and predictable attendance of your assigned shift. Ability to work full-time and/or part-time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've created a benefits package for full-time, eligible employees that helps to ensure that you don't just work, but thrive at Globe Life: Competitive compensation is designed to reflect your expertise and contribution. Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan. Paid holidays and time off to support a healthy work-life balance. Parental leave to help our employees welcome their new additions. Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. Company-paid counseling for assistance with mental health, stress management, and work-life balance. Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
    $28k-31k yearly est. 60d+ ago
  • Part Time (20 hours) Associate Banker, Zanesville Brandywine, Zanesville. OH

    Jpmorgan Chase & Co 4.8company rating

    Zanesville, OH jobs

    JobID: 210675315 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities * Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. * Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. * Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. * Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. * Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills * Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. * Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. * Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. * Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. * Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. * Ability to quickly and accurately learn products, services, and procedures. * Client service experience or comparable experience. * High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Cash handling experience.
    $19k-40k yearly est. Auto-Apply 60d+ ago

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