Client Experience and Loyalty Manager | Remote, USA
Optiv 4.8
Memphis, TN jobs
will be fully remote and can be hired anywhere in the continental U.S._** The Client Experience & Loyalty manager will drive the strategic development, operational execution and ongoing client experience lifecycle to increase customer satisfaction, loyalty, and lifetime value, as well as reduce churn. This role sits at the intersection of marketing, sales, service, and revenue operations, collaborating across internal teams to deliver go-to-market programs and the Optiv Promise. The primary goal is to build long-term relationships with clients to develop ongoing business and increase client satisfaction.
**How you'll make an impact**
+ In partnership with the GTM team, own the voice of the client across all channels and touchpoints and serve as the point of contact for high-value or at-risk clients
+ Manage client satisfaction surveys. Use data to drive continuous improvement in client interactions and service delivery
+ Build an ongoing feedback framework to collect and assess feedback and provide ongoing improvements
+ Increase referral rate, i.e., client's willingness to recommend/refer Optiv
+ Expand existing Client Loyalty program to improve lifetime experience
+ Analyze customer data to track client behavior preferences and feedback to identify trends and opportunities
+ Foster a culture centered around client advocacy, responsiveness, and continuous improvement
+ Collaborate with enablement teams to ensure alignment of training offerings
+ Partner with finance and revenue teams to understand ROI of client retention strategies
+ In partnership with Sales and Enablement, operationalize and track the Optiv Promise
+ In partnership with the Portfolio Manager, stay on top of industry trends, technology, and client requirements to inform strategic direction
+ Monitor client engagement trends to identify attrition risks early
+ Implement best practices for onboarding, adoption, and customer lifecycle management
+ Collaborate with Marketing to provide recommendations on client events and provide executive support
+ Collaborate with Client Advisory teams to receive client feedback on existing offerings, understand customer adoption and client satisfaction, receiving and managing field feedback
+ Performs other duties as assigned
+ Complies with all policies and standards
**What we're looking for**
+ Bachelor's Degree preferred or a related field
+ 4-7 years proven customer-facing sales, relationship management, escalation management, or customer success experience, preferably within the cybersecurity industry
+ Confident leading meetings with external executive stakeholders, making and influencing decisions, documenting progress, and resolving issues quickly and collaboratively
+ Familiarity with Salesforce Reporting, Dashboards, CPQ, and Opportunities is preferred
+ Experience in untangling complex processes, and providing succinct, data-driven recommendations to leaders
+ Proven success in building and maintaining relationships with senior leaders
+ Ability to clearly articulate information into simple, digestible, and actionable messages across all levels of the company, including the executive team, and bring people on the journey
\#LI-SM
\#LI-Remote
**What you can expect from Optiv**
+ A company committed to championing Diversity, Equality, and Inclusion through our Employee Resource Groups (************************************************ .
+ Work/life balance
+ Professional training resources
+ Creative problem-solving and the ability to tackle unique, complex projects
+ Volunteer Opportunities. "Optiv Chips In" encourages employees to volunteer and engage with their teams and communities.
+ The ability and technology necessary to productively work remotely/from home (where applicable)
**EEO Statement**
Optiv is an equal opportunity employer. All qualified applicants for employment will be considered without regard to race, color, religion, sex, gender identity or expression, sexual orientation, pregnancy, age 40 and over, marital status, genetic information, national origin, status as an individual with a disability, military or veteran status, or any other basis protected by federal, state, or local law.
Optiv respects your privacy. By providing your information through this page or applying for a job at Optiv, you acknowledge that Optiv will collect, use, and process your information, which may include personal information and sensitive personal information, in connection with Optiv's selection and recruitment activities. For additional details on how Optiv uses and protects your personal information in the application process, click here to view our Applicant Privacy Notice (************************************************** . If you sign up to receive notifications of job postings, you may unsubscribe at any time.
$55k-92k yearly est. 38d ago
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Sales Representative
Unitrust Financial Group 4.1
Nashville, TN jobs
Sales Representative - Remote
Hours: Flexible; Full-Time Only
Are you a motivated and driven individual with a passion for client-focused sales in the financial services sector? Join our team as a Sales Reprentative and take control of your earning potential while enjoying the benefits of working remotely.
Key Responsibilities:
Engage with clients in a consultative manner to understand their financial needs and recommend suitable insurance solutions.
Utilize leads provided to generate new business opportunities.
Avoid cold calling and door-to-door sales; focus on building meaningful client relationships.
Uphold a high level of transparency, integrity, and diversity in all interactions.
Demonstrate relentless pursuit of client satisfaction and sales goals.
Qualifications:
Must obtain an insurance license (training provided).
No prior experience required; entry-level candidates welcome.
Self-paced individuals with a strong drive for success.
Excellent customer service skills and a client-centric approach.
Ability to work independently while contributing to team goals.
Perks and Benefits:
Commission-only structure, allowing for unlimited earning potential.
Remote and virtual work environment, providing flexibility and work-life balance.
Comprehensive training to equip you with the skills needed for success.
Emphasis on diversity, transparency, and integrity in all aspects of the role.
No network marketing; focus solely on delivering exceptional client service.
How to Apply: If you're a self-motivated individual looking to embark on a rewarding career in insurance sales with the flexibility of remote work, apply now. Join our team and be part of a company that values transparency, integrity, and relentless pursuit of excellence.
#ZR
$44k-79k yearly est. 7d ago
Hybrid Learning & Development Specialist- Hendersonville, TN
Firefighters First Federal Credit Union 3.9
Hendersonville, TN jobs
This is a Hybrid position (3 days in office), must live in the Nashville/Hendersonville area. Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation's largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community.
Currently, we have an immediate opening for a hybrid Learning & Development Specialist to join our team at the Hendersonville Office! The Learning and Development Specialist will work a hybrid schedule reporting to the Hendersonville office. The L&D Specialist is responsible for designing, developing, and delivering engaging training programs and content that supports the Credit Union's strategic goals. This role focuses on creating interactive learning materials, including e-learning modules, instructor-led training, job aids, and other educational resources. The Specialist will collaborate with subject matter experts (SMEs) and leadership to ensure training content is accurate, up-to-date, and aligned with organizational objectives.
Primary Responsibilities:
Design and Develop Training Content: Creating engaging learning materials, including e-learning modules, instructor-led training, videos, job aids, and other materials using instructional design best practices.
Continuously Update and Enhance Training Materials: Regularly review, update, and enhance training content to reflect changes in policies, procedures, regulatory requirements, and industry best practices, ensuring content remains accurate and relevant to support the safety and soundness of the organization while equipping employees with tools and resources to be successful.
Learning Management System (LMS) Administration: Uploading, maintaining, and optimizing training content in the LMS, ensuring an intuitive user experience, accurate tracking of employee progress, and troubleshooting technical issues.
Collaborate with Stakeholders: Partnering with department leaders and other stakeholders to identify training needs, gather accurate content, and develop customized training solutions that supports key organization initiatives.
Facilitate Training Sessions: Delivering virtual and in-person training sessions that focuses on curriculum such as leadership development, compliance, technical skills, professional skills, and upskilling in anticipation of changes that will transform the workforce (e.g. emerging technology like AI) while using interactive techniques to enhance learner engagement and knowledge retention.
Evaluate Training Effectiveness: Using assessments, surveys, and feedback mechanisms to measure training impact, analyze results, and continuously improve content and delivery.
Stay Current with Learning Trends: Continuously research and apply the latest instructional design techniques, e-learning technologies, and best practices to enhance training offerings.
Basic Qualifications:
Education: Bachelor's degree
Experience facilitating in-person and virtual training sessions.
Experience working with web development tools, authoring tools, e-learning technologies, and the Adobe Suite.
Experience working with Articulate.
Experience creating training programs and content.
All candidates must be bondable and maintain bondable status throughout employment in accordance with credit union regulatory requirements.
Travel:
Travel up to 20% of the time to visit regional offices, engage with remote employees, attend meetings, conferences, training, and other work-related events.
Benefits:
We offer exceptional benefits to our employees, including:
Competitive salary with a pay for performance bonus
Fully paid Medical, Dental, and Vision benefits package for employees.
Fully paid Life insurance, AD&D, short and long-term disability coverage
401k plan with a 3% safe harbor from the credit union and a matching program of up to 4%
Education reimbursement of up to $5,250 annually, along with a 0% education loan assistance program
Pet Insurance
4 weeks of PTO annually including 2 ½ days of float time.
9 paid holidays plus 2 half days
Join our team and make a meaningful impact on the lives of firefighters and their families. We value your skills, expertise, and commitment to serving the community. Apply today to become a part of our mission to strengthen our Fire Family and create a brighter financial future for our members.
Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at ***********************.
$36k-60k yearly est. Auto-Apply 60d+ ago
Referral Channel Specialist
Gelfand, Rennert & Feldman 4.1
Nashville, TN jobs
Focus Partners Wealth is seeking a Referral Channel Specialist. This Specialist partners closely with Business Development Officers (BDOs) and Advisor Teams to enhance Focus Partners Wealth's commitment to delivering an exceptional client experience. This role ensures a repeatable and scalable process that drives sustained growth and success across both the Charles Schwab and Fidelity Investments referral programs.
Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.
Primary Responsibilities
• Foster connections with Schwab and Fidelity Financial Consultants (FCs) and their clients through proactive engagement, transparent communication, and timely execution throughout the sales “Closed Won” process.
• Establish partnerships with BDOs that emphasize meticulous attention to detail, timely alignment, and thoughtful deal momentum-positioning their sales pipeline for long-term success and strong FC retention.
• Foster trust and alignment with advisors and client service team members by maintaining consistency, transparency, and timeliness during the centralized onboarding stage.
• Collect and consolidate essential client information and manage execution of initial client onboarding documents to enable a smooth and efficient handoff from BDOs to Advisor Teams.
• Ensure perpetual follow-up with key stakeholders to maintain a consistent and fluid sales process workflow from “Closed Won” to “New Client Onboard.”
• Coordinate the transition from “New Client Onboard” to the assigned Advisor Team.
• Continuously improve the new client onboarding process establishing high standards in client satisfaction and preserving FC and BDO trust in accuracy and pace.
• Utilize Salesforce for all data entry and internal workflows.
• Keep selected Advisor Teams abreast of pipeline activity.
• Ad hoc support to fellow Client Service team members as needed.
Qualifications
• 2+ years of administrative work experience (including internships); financial services experience is a plus.
• Associate or bachelor's degree required.
• Proficiency in Microsoft Suite.
• Experience with CRM system; Salesforce preferred.
• Strong attention to detail, communication, problem-solving, and analytical skills.
• Excellent written and verbal communication skills.
• Ability to multi-task under pressure, work independently, and work in a team environment.
• Initiative-taker, energetic, and assertive.
• Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.
• Outside the box thinking, lean-in mentality, ability to spot red flags and derive proactive solutions, and organized task management.
The annualized base pay range for this role is expected to be $60,000 - $65,000 per year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
#LI-JS1
Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit *******************************
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
$60k-65k yearly Auto-Apply 3d ago
Senior Field Service Representative
Eaton Corporation 4.7
Nashville, TN jobs
Eaton's ES AMER ESS division is currently seeking a Senior Field Service Representative. Eaton has the largest and most experienced team of field services technicians and engineers in the industry, offering strong initial 3-4 week training and support for a successful career with Eaton. This is a remote position that requires up to 25% travel with company vehicle, mobile phone, laptop and PPE provided.
The expected annual salary range for this role is $83000 - $121000 a year. Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations.
What you'll do:
In this role, you will:
* Support customers across the power system lifecycle: startup, commissioning support, maintenance, testing, troubleshooting, upgrades, and emergencies
* Manage small projects independently and lead FSR teams on larger projects
* Generate timely and accurate service reports on work, product performance, and warranties
* Provide recommendations for improved electrical systems
* Cultivate strong relationships with customers, team members, and partners
* Mentor less experienced technicians
* Utilize digital tools for remote work, including laptops, iPads, IR cameras, Google Glasses, MS Teams, and more
Team Benefits:
* Guaranteed 40-hour base pay, eligible for overtime and travel premiums
* Career growth, mentorship and safety training
* Company vehicle, toolkit, and phone
* Tuition assistance for ongoing learning
* Leads program with bonus pay
* Opportunities across 32 service branches
Skills:
Basic Qualifications
* High school diploma or higher with a minimum of 3 years of experience testing, troubleshooting, evaluating, and servicing electrical distribution and control systems, or in lieu of HS diploma or GED, completion of accredited trade school and/or program completion with 7 or more years of experience evaluating and servicing electrical distribution or control systems
* Experience in testing, troubleshooting, evaluating, and servicing electrical distribution and control systems
* Eaton will not consider applicants for employment immigration sponsorship or support for this position. This means that Eaton will not support any CPT, OPT, or STEM OPT plans, F-1 to H-1B, H-1B cap registration, O-1, E-3, TN status, I-485 job portability, etc.
* No relocation offered, candidates must reside within a 100-mile radius of Nashville TN to be considered. Active-Duty Military Service member candidates are exempt from the geographical area limitation
* Must have a valid driver's license in good standing
Preferred Qualifications
* Associate degree or higher from an accredited institution
* Bachelor's degree in Engineering from an accredited institution
* Electrical or General Contractor's License
* Professional Engineering License
* Experience performing power quality measurements, troubleshooting, analysis as well as protective relays
* NICET/NETA certification
We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law.
Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws.
You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report.
To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number.
We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
$83k-121k yearly 11d ago
Tennessee Associate Commercial Title Examiner (Remote)
First American Financial 4.7
Nashville, TN jobs
Who We AreJoin a team that puts its People First! First American's National Production Services division provides global title and escrow production support across all channels within First American Title including the Mortgage Services, Commercial, Direct, and Agency divisions. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For list for ten consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit **************************** We DoSearch public records and examine titles to determine legal condition of primarily commercial or industrial property title. Copy or summarize recorded documents which affect the condition of title to the property. Entry level position. Works under the guidance of experienced team members. Projects undertaken are typically routine in nature and have shorter production times.
HOW YOU'LL CONTRIBUTE
Performs title examination and examines the chain of title for orders requiring a limited level of expertise
Prepares initial title commitment documentation based on the application of procedural guidelines
May abstract records for residential properties
Other duties as assigned
WHAT YOU'LL BRING
High School Diploma or equivalent
Entry level, experience in title/ related real estate preferred
KNOWLEDGE, SKILLS, AND ABILITIES (KSAs)
Detail oriented
Analytical ability
Research skills
Problem solving skills
Customer service orientation
Proficient MS skill set
*This is a Remote position*
This position will be accepting applications on an ongoing basis until the position is filled
#NPSTitleExaminers
Pay Range: $17.69 - $23.56 Hourly, RemoteThis hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.What We OfferBy choice, we don't simply accept individuality - we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it's the right thing to do, but also because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.
$17.7-23.6 hourly Auto-Apply 15d ago
Trust Associate
Baird 4.7
Franklin, TN jobs
About the Role:
The Trust Associate plays a vital support role within the Trust Administration team, working closely with Trust Officers to deliver high-quality fiduciary service to our clients. This position supports daily trust administration activities, organizes complex estate planning documentation, and helps ensure efficient, proactive client service across the department. The ideal candidate is detail-oriented, organized, and enthusiastic about helping clients and teammates succeed.
This position requires on-site attendance five days per week in our Franklin, TN office for a minimum of six months during the initial training period. Following the successful completion of training and performance review, the role will transition to a hybrid work schedule consisting of 4 days per week in office and 1 remote work day.
The Impact You'll Make:
Administrative & Fiduciary Support
Support Trust Officers in implementing clients' trust and estate strategies.
Process routine and ad‑hoc money movement requests, including disbursements, remittances, ACH transfers, and wire requests in accordance with internal controls and trust provisions.
Assist in coordinating and documenting annual and ad‑hoc personal or charitable gifting strategies as directed by Trust Officers.
Prepare annual and new account reviews for Trust Officer review.
Assist with organizing estate documents such as wills, trusts, powers of attorney, and entity documents.
Research, gather, and compile information from various sources to prepare reports and summaries.
Maintain accurate digital and physical files, records, and data management systems.
Client Service & Communication
Deliver proactive, friendly, and professional service to clients and internal partners.
Help respond to client and beneficiary inquiries, directing requests to Trust Officers when appropriate.
Assist in coordinating communications between clients, beneficiaries, Financial Advisors, attorneys, accountants, and other professionals.
Operational Support & Coordination
Review, route, and track incoming and outgoing correspondence.
Provide office support including answering phones and assisting visitors.
Schedule and coordinate meetings, conference calls, client reviews, and travel arrangements.
Support both short- and long-term departmental projects by handling logistics, tracking progress, and maintaining documentation.
What You'll Bring to Baird:
High school diploma or equivalent required.
1-3 years of experience as a trust associate, administrative assistant, or similar role within a financial or securities-related industry.
Familiarity with trust and estate planning documents and basic fiduciary concepts.
Strong organizational skills and high attention to detail.
Ability to manage multiple priorities with accuracy and efficiency.
Strong verbal and written communication skills.
Ability to work independently and collaboratively in a team environment.
Experience supporting projects and coordinating administrative workflows.
#LI-TA1
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$87k-123k yearly est. 9d ago
Outreach Coordinator, Operations Support (Currently remote)
Grameen America 4.0
Memphis, TN jobs
, Inc.
Grameen America Inc. (GAI) is a nonprofit microfinance organization founded in 2008 by a Nobel Peace Prize recipient, Mohammad Yunus. Mohammad's vision is to help less fortunate women of color become entrepreneurs and financially independent by providing micro-loans, financial education, asset building through savings and credit building strategies.
Role Overview:
The Outreach Coordinator (OC) is responsible for designing the outreach program, building strategic relationships, conducting a variety of outreach activities in the African American community. This role will also support recruitment and retention of staff and clients and facilitate multiple outreach initiatives connecting the branch with the surrounding community. The Outreach Coordinator will provide educational opportunities and assist women in need of financial services. You will need to be self-motivated, enthusiastic, and community-driven to take on this exciting role. The position requires someone with a positive attitude and readiness to be a team player.
Primary Responsibilities:
The Outreach Coordinator develops an outreach plan for their territory and surrounding communities.
Attends all relevant community activities, to identify new clients, while also creating a pipeline for the intake process.
Works collaboratively with the Relationship Associate by providing potential clients.
Schedules and manages outreach presentations (materials/packets) in the community and communicates the details of the events, coverage, responsibilities, and final details/follow-up.
Develops a consistent communication presentation.
Follows company standards to ensure high quality and productivity.
Client In-Take Management:
Leads a smooth transition for the potential client into the business.
Assists clients with completing the questionnaire and application; verifies and inputs client information accurately.
Responsive to client questions and addresses any issues in a timely manner.
Manages the client intake process from the initial communication through membership approval.
Assists Relationship Manager and Branch Manager on client assessment in terms of commitment, business readiness, ability to invest and repay loan, willingness to participate in program actively.
Supports potential members through intake in the context of a peer network “group” model.
Responsible for meeting target action plan in terms of number of clients on-boarded into the program, fit of new members with GAI program (measured in terms of engagement, retention, recommendation), quality of portfolio for on-boarded members.
Relationship Management:
Build positive relationships with clients for membership and business growth.
Provides a high level of customer service support when dealing with clients.
Resolves local concerns, issues, and questions in a timely and professional manner.
Works with branch team to enhance member engagement and experience.
Responsible for meeting goals on member engagement, group accountability, retention, recommendation to peers.
Qualifications:
Extensive experience in community outreach & program coordination.
BA/BS and 1-3 years of work experience in community organizing, outreach, client recruitment.
Working knowledge and experience with native-born African American women.
Enthusiastic, high energy, and an entrepreneurial spirit.
Strong analytical and problem solving; and quantitative skills.
Excellent attention to detail and strong organizational skills.
Excellent verbal and written communication skills.
Proven ability to learn on the go, meet deadlines, multi-task multiple projects, resourceful and work independently.
Basic experience with Microsoft PowerPoint and Word.
All employees who work in a Grameen America Inc. (GAI) office, travel for business, or attend a (GAI) sponsored event must be fully vaccinated against COVID-19. Employees who assert for a religious or medical exemption to receiving a COVID-19 vaccine are advised to work with our Human Resources team for accommodation.
Grameen America is an Equal Opportunity Employer (EEO). All candidates for employment will be considered without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, veteran status, or any other basis protected by applicable federal, state or local law.
Description AmeriSave Mortgage Corporation is one of the nation's leading direct mortgage lenders, recognized for providing low rates, transparent pricing, and a streamlined, tech-driven customer experience. For over two decades, we've empowered homeowners and homebuyers through innovative financing solutions and an unwavering commitment to service excellence. As we continue to grow and evolve, we are seeking a strategic, forward-thinking Chief Operating Officer to join our executive leadership team and help shape the future of AmeriSave. Role OverviewThe Chief Operating Officer (COO) will be responsible for leading and optimizing the day-to-day operations of the company, ensuring alignment with our strategic vision and business goals. Reporting directly to the Chief Executive Officer (CEO), the COO will provide leadership across multiple functional areas, including loan origination operations, servicing, compliance, technology, and customer support. The ideal candidate will possess deep industry knowledge, a proven track record of operational excellence, and strong leadership skills. Key Responsibilities
Operational Strategy & Execution
Develop and implement operational strategies, policies, and procedures that align with AmeriSave's mission, vision, and long-term objectives.
Streamline processes to maximize efficiency, scalability, and profitability while maintaining a customer-centric approach.
Leadership & Team Management
Lead, mentor, and build high-performing teams across various functional areas, fostering a culture of collaboration, accountability, and continuous improvement.
Identify and address skill gaps, promote professional development, and champion diversity, equity, and inclusion initiatives.
Financial & Performance Management
Oversee operational budgets, cost management, and resource allocation to meet financial targets and drive business growth.
Establish and monitor Key Performance Indicators (KPIs) to measure organizational effectiveness and guide decision-making.
Regulatory Compliance & Risk Management
Ensure strict compliance with all regulatory requirements and industry standards, implementing robust risk management practices.
Collaborate with legal, compliance, and audit teams to maintain transparent governance and mitigate potential exposures.
Technology & Innovation
Partner with the Chief Information Officer (CIO) and technical teams to implement and enhance cutting-edge technologies that support a seamless loan origination and servicing platform.
Champion process automation and digital transformation to enhance customer experience, reduce costs, and improve turnaround times.
Cross-Functional Collaboration
Collaborate with Sales, Marketing, Finance, and other executive stakeholders to align operational priorities with overall business objectives.
Qualifications & Experience
Education
Bachelor's degree in Business, Finance, Operations Management, or a related field (MBA or advanced degree preferred).
Professional Experience
Minimum of 10 years of senior leadership experience in the mortgage or financial services industry, with a deep understanding of loan origination, servicing, and regulatory frameworks.
Proven track record of driving operational excellence, scaling teams, and implementing strategic initiatives in a fast-paced, highly regulated environment.
Demonstrated success in managing cross-functional teams and delivering on ambitious performance targets.
Skills & Competencies
Exceptional leadership, communication, and interpersonal skills, with the ability to inspire and motivate diverse teams.
Strong analytical mindset with a data-driven approach to problem-solving and decision-making.
Excellent organizational and project management skills, with the ability to prioritize and execute multiple initiatives simultaneously.
High level of integrity and business ethics, embodying AmeriSave's commitment to customer advocacy and compliance.
What We Offer
Competitive Compensation & Benefits
Attractive executive compensation package, including base salary and performance-based incentives.
Comprehensive health, dental, vision, and retirement plans.
Professional Growth
Access to ongoing leadership development, mentorship programs, and industry conferences to support continuous learning.
**Please note that the compensation and benefit information that follows is a good faith estimate for this position only and is provided pursuant to applicable state and local laws on pay transparency. It is estimated based on what a successful applicant in the relevant state might be paid. **
Compensation: Annual compensation range for this position is $350,000 - $1M. Compensation commensurate with experience. Benefits:
401(k)
Dental insurance
Disability insurance
Employee discounts
Health insurance
Life insurance
Paid time off
12 paid holidays per year
Paid training
Referral program
Vision insurance
AmeriSave is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
California Consumer Privacy Act Disclosure Acknowledgment
Employment Applicants, New Hires, and Employees Residing in California
AmeriSave Mortgage Corporation's Privacy Policy Statement (“Policy”) can be reviewed here: ******************************** AmeriSave Mortgage Corporation's California Consumer Privacy Act (“CCPA”) Recruitment Disclosure can be reviewed here: ****************************************************** When AmeriSave's Human Resources Department makes future requests for personal information, the same Policy is applicable. By applying, you understand this acknowledgment covers current and future personal information requests. You also acknowledge the business purpose of the personal information collected and that future requests may occur while applying for a position at AmeriSave and/or during employment, if applicable.
$79k-101k yearly est. Auto-Apply 1d ago
Investment Consultant
City National Bank 4.9
Nashville, TN jobs
*ABOUT US* RBC (Royal Bank of Canada) Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals.
RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank.
*INVESTMENT CONSULTANT - Remote based in CO*
WHAT IS THE OPPORTUNITY?
Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management.
WHAT WILL YOU DO?
* Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RBC Rochdale.
* Ensure that Independent Financial Advisors are kept abreast of firm and industry developments.
* Ensure that the transition from the sales process to portfolio management is smooth and accurate.
* Facilitate the new accounts and account transfer process.
* Handle Independent Financial Advisor and client communication.
* Prepare client presentations.
* Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications.
* Facilitate and conduct individual meetings and presentations in assigned territory.
* Generate new assets to the firm using a highly professional consultative sales approach.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree
* Minimum 5 years of financial experience preferably in Investment Management
* 2 years of experience in the High Net Worth or Ultra High Net Market markets
* 2 + years delivering formal client presentations
* FINRA Series 7 and 63 or 66 licenses
* Ability to travel 40-50% of the time
*Additional Qualifications*
* CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)
* Highly competitive and goal-oriented
* A focus on sales and new business development
* Masters Degree preferred
* Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
* Experience in the High Net Worth or Ultra High Net Market markets
* Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues.
* Prior success in the HNW or UHNW market
* Excellent communication skills
* Self-motivated and self-disciplined
* Strategic thinker, able to assess and recommend a course of action
* Highest level of both personal and professional demeanor and ethical behavior
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-DN1
\#CA-DN1
$101.2k-172.4k yearly 60d+ ago
Loan Ops Commercial Loan Closer
United Community Bank 4.5
Brentwood, TN jobs
Job Title: Loan Ops Commercial Loan Closer
Join our dynamic team as a Loan Operations Commercial Loan Closer (CLC) and play a pivotal role in the commercial lending process. You'll collaborate with Commercial Relationship Managers (CRM) and Loan Officer Assistants (LOA) to oversee the closing process for all new, renewed, and modified C&I and CRE loans. As a key communicator, you'll interact with various partners to ensure a smooth and timely loan closing process. This role offers the opportunity to work independently and handle a variety of tasks to ensure all approval conditions and due diligence items are met for loan document preparation and processing.
What You'll Do
Review and Identify: Analyze approved credit requests to pinpoint required pre-close conditions and due diligence needs.
Due Diligence: Order and review essential due diligence items such as Title Commitments, UCC searches, Flood determinations, Proof of insurance, Surveys, Entity documents, Real estate appraisals, Environmental Assessments, Good Standing Certificates, and Beneficial Ownership.
Monitor and Confirm: Ensure all due diligence items are received and reviewed for accurate loan document creation and lien perfection.
Document Preparation: Submit loan details to the internal Doc Prep team for closing documentation.
Legal Coordination: Engage with approved attorneys to prepare and/or close loan documents.
Scheduling: Coordinate closing dates and times with all relevant parties, including attorneys, title companies, customers, CRM, and LOA.
Accuracy Check: Review draft closing documents and settlement statements for accuracy, ensuring they align with loan approval.
Clear to Close: Provide final approval for closing once all conditions and due diligence requirements are satisfied.
Document Review: Verify executed documents for complete and accurate signatures, then forward to Loan Servicing for booking.
Documentation Management: Ensure all supporting documentation is properly loaded to CreditLens and/or submitted for imaging.
Initial Disbursement: Assist with initial loan disbursement at closing, acting as the second required signature.
Customer Service: Deliver exceptional service to internal and external clients with urgency and a positive attitude.
Requirements For Success
5+ years in the financial services industry, with a preference for commercial loan experience
Strong interpersonal, verbal, and written communication skills.
Proficiency with MS Office Suite (Outlook, Word, Excel, SharePoint).
Knowledge of federal and state banking regulations.
Excellent customer service skills.
Attention to detail.
Strong problem-solving and critical thinking abilities.
Organizational and time management skills to balance multiple priorities and meet deadlines.
Commitment to compliance training and continuous learning.
Preferred Skills:
College degree in business or paralegal certification.
Conditions of Employment
Conditions of Employment:
Must be able to pass a criminal background & credit check
This is a full-time, non-remote position
FLSA status: Non-exempt
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Pay Range USD $42,061.00 - USD $64,465.00 /Yr.
$42.1k-64.5k yearly Auto-Apply 19d ago
Sr. Commercial Review Appraiser
City National Bank 4.9
Nashville, TN jobs
*COMML REVIEW APPRAISER SENIOR* WHAT IS THE OPPORTUNITY? The Commercial Real Estate Review Appraiser is responsible for the engagement of third-party vendors and review of appraisal reports for the Bank's real estate secured loans and related supporting functions. This position works to minimize risk by conducting valuation research, analysis and providing guidance and recommendations to the lending and credit risk staff. The Commercial Real Estate Review Appraiser will be evaluating a variety of property types, including but not limited to, industrial, multi-family, office, retail shopping centers, special use, etc.
WHAT WILL YOU DO?
* Primary responsibility is to manage the full process of a valuation request from the procurement of the appraisal report to the completion of the review report.
* Develops scope of work for soliciting appraisals bids in line with internal appraisal selection process and provides lending team with recommendations.
* Maintain effective communication with engaged vendors and manage issues/field questions to maintain the integrity of the appraisal assignment.
* Reviews the quality and accuracy of appraisal reports to ensure compliance with federal and state regulations, including FIRREA, Interagency Appraisal and Evaluation Guidelines, Uniform Standards of Professional Appraisal Practice (USPAP) and internal Bank policies, as well as review the reasonableness of the value conclusion (if warranted, develop an internal value conclusion).
* Coordinates the resolution for any appraisal deficiencies with third party vendors and request revisions, as well as being a liaison between lending team and appraiser regarding any appraisal disputes.
* Monitors regulatory standards and industry guidelines for any changes that impact the real estate valuation process; assists with updating related internal policies, procedural manuals, and research libraries.
* Familiarity with trends in local markets, being knowledgeable of economic and industry changes, and applying that knowledge to ascertain the accuracy and quality of appraisal reports under review.
* May complete internal real estate market evaluations on commercial or residential properties where an appraisal report is not required.
* Provide support to the department on additional responsibilities as directed.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 7 years of experience appraising and/or reviewing appraisals of various commercial property types for a financial institution required.
* Minimum 5 years of experience in real estate, banking or financial industry
* Property/Real Estate Management\Certified Real Estate Appraiser
*Additional Qualifications*
* Strong written and oral communication skills with an ability to effectively communicate between the lending team and third-party vendors.
* Proficiency with Microsoft Word, Excel and cash flow software applications such as Argus; familiarity with appraisal order management software.
* Must have a clear understanding and knowledge of USPAP and federal appraisal regulatory requirements.
* Strong analytical and research skills; developed technical writing ability.
* Proven ability to be self-motivated and manage multiple projects simultaneously in order to meet deadlines and quality standards.
* Strong problem resolution and analytical skill; ability to make objective decisions based on analysis of data within restricted time frames.
* Familiarity with environmental assessment reports is a plus.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $70,000 - $130,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$70k-130k yearly 45d ago
Government Accounting & Advisory Accountant
Clearpoint Cpas Pc 4.6
Johnson City, TN jobs
Full-time, Part-time Description
At ClearPoint CPA's, our mission is to provide clear, insightful, and premier accounting and consulting that empowers businesses and individuals to move forward with confidence. We are committed to building lasting relationships through personalized service, industry expertise, and a steadfast dedication to clarity, integrity, and results.
We're building a team that values true collaboration, prioritizes continuous professional development, celebrates both individual and collective successes, and communicates with openness and respect. If you're looking for a workplace where your ideas matter, your growth is supported, and your contributions have real impact, you'll feel right at home here. Join us and be part of a team committed to helping each other thrive.
We are currently searching for a detail-oriented and motivated accountant to join our Government Accounting & Advisory Team for local governments in Virginia and Tennessee. The consulting services group of ClearPoint CPAs focuses primarily on assisting localities in areas such as:
· Audit readiness
· Financial management assistance
· Internal controls
Requirements
· 3-5 years of governmental accounting experience
· Strong working knowledge of Excel
· Attention to detail and ability to manage multiple client engagements efficiently
· Strong communication skills and a client-first mindset
Preferred:
· Bachelor's Degree in Accounting
· Governmental accounting or audit experience
· Strong analytical skills
· Ability to work effectively in a team environment
Work Location:
· Johnson City, TN or Norton, VA
· Remote work may be an option
· Minimal travel
Job Types:
· Full-time or Flex positions available.
Salary:
· Compensatory with experience. This is a salaried position.
Benefits:
· Competitive base salary + performance bonuses
· Comprehensive benefits: health, dental, vision, 401(k), life, HSA, short-term disability insurance, long term insurance, hospitalization insurance, cancer insurance, and accident insurance.
· Generous PTO + holidays
$103k-131k yearly est. 50d ago
Universal Banker I
United Community Bank 4.5
Lenoir City, TN jobs
Are you a people person who thrives building and maintaining relationships? Do you excel at working within established guidelines while effectively communicating with others? If so, we have the perfect opportunity for you!
United Community is seeking a highly skilled Universal Banker. As a Universal Banker, you will have the opportunity to deliver excellent experiences for customers and prospects. In addition to assisting with everyday transacations, you will support customers with their financial wellness by having needs-based conversations, identifying appropriate solutions. Depending on your experience, you may be considered for either a Universal Banker I or II position.
What You'll Do
Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions and appointment setting
Assist customers financially by delivering loan products, while ensuring packages are correct and complet to minimize exceptions
Identify opportunities and make referrals, cross-sell banking products and services to other areas of the bank
Educate customers on options for managing transactions using technology and all other tools and resources available
Apply product and service knowledge to effectively solve customer problems
Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality
Ensure adherence to banking regulations and internal policies
Requirements For Success
1+ year of previous banking experience is required
Demonstrated analytical, accuracy, and problem-solving skills
Strong verbal and written interpersonal communication skills
Preferred Knowledge and Skills:
NMLS license
Current Notary Public Certification
Conditions of Employment
Must be able to pass a criminal background and credit check
This is a full-time, non-remote position
FLSA Status:
Non-Exempt
Ready to take your career to the next level? Apply now and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range USD $32,146.00 - USD $45,185.00 /Yr.
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
As a brand built on going above and beyond to provide the best customer experience, having the most exceptional colleagues is paramount. As the face of the company, you can create positive interactions with our customers every day - from curating a unique travel or lifestyle experience to helping them with their everyday needs. And you can grow your skills through industry-leading training and ongoing coaching, all while learning what it means to continually set the standard for world class, customer-first service.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually
**Your duties may include but are not limited to:**
+ Deliver world-class customer service, by explaining our related benefits and responding to customer inquiries and concerns over the phone
+ Establish a good liaison with our client's customers while providing quotes or enrolling in various products
+ Document necessary information, such as claim details, customer's change of details, and other pertinent information
+ Build meaningful relationships with our customers through a customer first approach, which would entail understanding their situation and needs, answering questions, and ensuring each customer knows American Express has their back.
+ Enhance our customers' experience through personalized service, active listening and effective problem solving, while consistently treating customers with a high level of respect
+ Follow underwriting, Compliance and Regulatory requirements and corporate policies
+ Track and monitor personal results to meet key performance goals to achieve productivity goals and comply with all regulatory requirements
+ Navigate computer systems and applications to service our customers, and enable them to get the most from our online platform
+ Manage other production related activities, such as complaints and escalations
+ Handle inbound calls for multiple products with no prospecting or cold calling
+ Complete mandatory licensure continuing education and other training sessions as appropriate
+ Remain positioned and well informed of changes implemented that affect your work
**Skills/Qualifications:**
+ Florida applicants must possess a Resident General Lines Producer insurance license (2-20) OR have an active, Resident Personal Lines license (20-44) for 1 years
+ Arizona applicants must possess Resident Producer Property and Casualty as well as Accident and Health licenses.
+ Ability to become appointed/licensed as a non-resident agent in all applicable states
+ English language fluency required
+ High school diploma or GED
+ Solid computer, grammar, and multi-tasking skills
+ Relationship builder who has passion for delivering exceptional service
+ Excellent verbal, written and interpersonal communication skills Strong customer service skills and the ability to de-escalate customer situations
+ Demonstrates personal excellence by remaining positive in difficult situations
+ Self-confident, optimistic and supports a team environment
+ Critical, analytical, and forward thinking when problem-solving, and must possess exceptional time management, organizational, and active listening skills
+ Quick learner, who possesses the ability and resiliency to work in a fast-paced and dynamic environment, where multi-tasking, changing priorities, and use of multiple systems is part of the daily expectations
+ Ability to demonstrate initiative with minimal supervision to drive results
+ Superior level of accuracy and attention to detail
+ Strong proficiency in PC skills, including MS Word and Excel
**Must be flexible to work any schedule/hours within the hours of operation, to support our servicing levels:**
+ Monday-Friday: 8:00am - 9:00pm ET
+ Saturday-Sunday: 10:00 am-6:30pmET
+ Primary Location: Sunrise Florida / Phoenix, AZ
+ Organization: Global Services
+ Schedule: Full-time
+ Job Band 25
**Qualifications**
Salary Range: $20.00 to $38.45 hourly bonus benefits
The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions
**Job:** Customer Service
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 26000361
$29k-40k yearly est. 13d ago
Early Stage, Collections Specialist I (HYBRID - 11am to 8pm shift)
Carrington Mortgage 4.5
Franklin, TN jobs
Come join our amazing team and work a hybrid schedule in Franklin!
The Early-Stage Collections Specialist will be responsible for counseling borrowers on methods for bringing their loan current and/or exploring alternative solutions. Contact borrowers in the early stages (1-59 days) of the delinquency cycle and negotiate payment arrangement to bring borrowers current. In the event a borrower is unable to bring the account current, representatives thoroughly review the borrower's current financial situation and offer additional options depending on the circumstance. They also provide support to inbound Customer Service on high inbound volume days. Individual must perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates.
This role generally performs work of low to moderate complexity. Incumbents are able to perform collections and customer service activities and may still be learning the more complex mortgage concepts and call types. The target pay for this position is $21.50/hr plus monthly incentive bonus. An additional $1.50/hr will be added for working the 11:00am - 8:00pm CST shift.
What you'll do:
Evaluates and helps determine the borrower's ability to pay, and collects appropriate financial information in a courteous and professional manner, striving for first-call resolution and in compliance with all applicable regulations.
Counsels borrowers on their options through education of alternative solutions.
Contacts borrowers, utilizing an automated dialing system (Aspect Dialer) for both inbound and outbound calls.
Provide alternatives to borrowers who demonstrate the ability and or inability to pay, by educating them on repayment plans, loan modifications, short sales, Deed in Lieu of Foreclosure, and/or possible refinancing.
Negotiate reasonable payment arrangements with borrowers, initiate and explain required documents to complete a borrower “Request for Mortgage Assistance” package in compliance with department policies and procedures.
May function as the single point of contact for a borrower.
May need to escalate borrowers to a licensed Loss Mitigation associate for specific workout details.
Provide status on payments and payoff inquiries; verify payment history and new servicer contact information; process payments.
Assist with loan servicing website payments, denied access, password resets.
Respond to escrow, loss draft and closing document inquiries.
Provide status on a wide variety of servicing functions including payment/credit disputes, escrow refunds/shortage, loss draft, short sale, Deed in Lieu of Foreclosure, modification/refinance requests, repayment plans, and additional mortgages activities.
What you'll need:
High school diploma or equivalent work experience
Less than one (1) year collections experience in a customer service/call center environment and /or loan servicing experience
Experience in the Banking, Mortgage/Loan Servicing industries preferred.
Our Company:
Carrington Mortgage Services is part of The Carrington Companies, which provide integrated, full-lifecycle mortgage loan servicing assistance to borrowers and investors, delivering exceptional customer care and programs that support borrowers and their homeownership experience. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: ***************************
What We Offer:
Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.
Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
Customized training programs to help you advance your career.
Employee referral bonuses so you'll get paid to help Carrington and Vylla grow.
Educational Reimbursement.
Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org.
Notice to all applicants: Carrington does not do interviews or make offers via text or chat.
#LI-SY1
$21.5 hourly Auto-Apply 60d+ ago
City Experience Manager, San Francisco - Velocity Black (Remote)
Capital One 4.7
Nashville, TN jobs
Velocity Black, a Capital One company, harnesses the power of technology, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives. From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts, our concierge team is available 24/7/365 via our proprietary app to support our customers and fulfill their requests. It's concierge, reimagined for the digital age.
What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way.
Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for.
**What You'll do:**
+ You will be responsible for the delivery of our promise to our members in San Francisco - 'localizing the core DNA of Velocity Black'.
+ Leveraging the global reach, resources and brand of Velocity Black with granular local expertise and up to the minute knowledge of the best San Francisco has to offer in order to develop the local member community.
+ Growing the community of high performance, HNW members in San Francisco
+ Managing the P&L for your city, ensuring it is utilized with the highest ROI with regard to maximizing the relevant KPIs.
+ Owning the Content & Engagement strategy for your city's member cohort.
+ Overseeing the conceiving of and execution of regular member events at inspired locations in your city.
+ You will work closely with our Membership, CRM, and Operations teams to ensure frictionless integration of city-level and corporate-level operations.
+ You will be responsible for the upholding of our Velocity culture throughout your teams - focused around high performance and exceeding customer expectations.
+ Our cultural pillars of Adaptability, Initiative, Yes First, Resilience and Ownership should be conspicuous in everything your team does.
+ You will need to be extremely organized, and able to move seamlessly from assisting a team member with a challenging customer situation, to assessing priorities and progress from strategic altitude.
**Basic Qualifications:** ** **
+ High School Diploma, GED, or Equivalent Certification
+ At least 5 years experience in the hospitality industry in San Francisco, CA
**Preferred Qualifications:**
+ Strong relationship building skills, customer focus and ability to collaborate
+ Strong interest and knowledge of the hospitality market and industry
+ Ability to work quickly and efficiently under pressure
**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.
Remote (Regardless of Location): $122,100 - $139,400 for Manager, Concierge Specialist
Richmond, VA: $122,100 - $139,400 for Manager, Concierge Specialist
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).
$122.1k-139.4k yearly 60d+ ago
Community Development Associate (Currently remote)
Grameen America 4.0
Memphis, TN jobs
, Inc.
Grameen America Inc. (GAI) is a nonprofit microfinance organization founded in 2008 by a Nobel Peace Prize recipient, Mohammad Yunus. Mohammad's vision is to help less fortunate women of color become entrepreneurs and financially independent by providing micro-loans, financial education, asset building through savings and credit building strategies.
Role Overview:
The Community Development Associate (CDA) is responsible for increasing the membership base through various community outreach activities, building new relationships within the community and maintaining existing ones. The CDA will also lead and manage all client-oriented meetings, which includes collection of loans, disbursements, and repayments and verifications. The CDA will need to be a strong leader with the ability to manage and build cohesive client groups, detailed, organized and the ability to multitask. The CDA would also deliver various training sessions for the members.
Recruitment:
Grow member base and spread awareness of the Grameen lending program through community outreach activities/organizing to attract and recruit new members to achieve designated membership growth targets.
Own an elevated member experience through communication by call, email, or other means to set expectations and build meaningful relationships towards a successful membership placement.
Maintain accurate documentation on all members searches and other recruiting activities.
Follow company standards and ensure high quality and productivity.
Relationship Management:
Build positive relationships with borrowers and members for membership and business growth.
Provide high level of customer service support when dealing with borrowers and members to ensure satisfaction.
Facilitate GAI Center Meetings.
Interact with borrowers and members to communicate processes and provide financial education such as how to obtain a micro-loan, understand their credit score, etc.
Resolve members concerns, issues, and questions in timely and professional manner.
Financial Methodology:
Monitor members' loan amount and related activities, including compliance with loan criteria, disbursements, collection of repayments, and reconciling daily payments.
Maintain accurate records for all transactions within center and branch (such as proper posting, compliance with required notifications, etc.).
Accurately input and track members loan payments and other relevant data in appropriate systems.
Qualifications:
Skills and Qualifications:
Proficiency in English required. Spanish a plus for some locations.
Excellent customer service skills with strong written and communication skills.
High level of integrity, punctuality, discipline, and attention to detail.
Basic logical reasoning and numeric skills.
Ability to work independently and with a team-player mentality.
Ability to work a flexible schedule from Mondays to Fridays (early mornings and evenings).
Education and Experience:
BA/BS and/or 1-3 years of work experience in a community organizing outreach, and client recruitment.
Familiarity with Microsoft Word and Excel a plus.
Knowledge in using computer, laptop, iPad, smartphone, and other similar electronic devices.
Depending on location, valid driver's license required.
We will adhere to all state and/or city COVID 19 vaccine mandate requirements.
Grameen America is an Equal Opportunity Employer (EEO). All candidates for employment will be considered without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, veteran status, or any other basis protected by applicable federal, state or local law.
$40k-68k yearly est. Auto-Apply 60d+ ago
Commercial Loan Operations Assistant (LOA)
United Community Bank 4.5
Gallatin, TN jobs
Are you ready to make a significant impact in the Commercial Lending process? United Community is in search of a motificated and detail-oriented Commercial LOA to join our team. In this role, you will collaborate with Commercial Relationship Managers (CRMs) and Commercial Loan Cloers to support both new and existing customers, ensuring a seamless credit facilitation process.
What You'll Do
Provide sales and admnistrative support to CRMs and other partners
Assist in loan production by collecting, ordering, and tracking necessary information for risk assessment and underwriting
Prepare written communications on behalf of CRMs, such as commitment letters, term sheets, and thank you notes
Monitor reporting and identify necessary actions for maturities, auto-renew letters of credit, insurance, and real estate taxes
Provide exceptional services and respond to internal and external customer requests
Collaborate with CRMs, Commercial Loan Closers, Underwriters, Doc Prep, and/or outside counsel on loan closings
Requirements For Success
Minimum of 2 years of experience in credit operations, loan servicing, or customer support within the financial services industry
Strong interpersonal skills with clear and professional verbal and written communmication skills
Solid understanding of federal and state banking regulations and compliance standards
Exceptional attention to detail and analytical thinking with a proactive approach to problem solving
Ability to manage multiple priorities independently while maintaining accurancy and meeting deadlines
PREFERRED: Hands-on experience with commercial loan documentation, processing, or servicing
Conditions of Employment
Must be able to pass a criminal background & credit check
This is a full-time, non-remote position
FLSA Status:
Non-Exempt
Ready to take your career to the next level? Apply now and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Pay Range USD $34,102.00 - USD $49,382.00 /Yr.
$34.1k-49.4k yearly Auto-Apply 28d ago
Director, Client Development Affiliate Marketing - Capital One Ad Solutions (Remote)
Capital One 4.7
Nashville, TN jobs
Capital One Ad Solutions is looking for a Director to join the Partnerships Team. You'll be responsible for partnering with our top merchants to help them succeed leveraging Capital One Ad Solution's suite of products. In this client-facing role, the team is looking for a sales leader with product, data, sales, and strategic account management experience, to help integrate and create bespoke solutions for our top merchants. You'll act as a key liaison between our clients and internal teams, and be responsible for successfully executing their marketing campaigns from start to finish.
Key Responsibilities Include:
+ Partner with key external stakeholders including C-suite level contacts to help grow and cultivate Capital One Shopping
+ Integrate Capital One Ad Solution's products and services with our merchant partners
+ Leverage data and analytical methodologies to optimize and grow your book of business
+ Teach, support, and train agencies, industry partners, and other stakeholders on Capital One Ad Solutions
+ Work with Product, Revenue Management, and other key stakeholders to help drive our business
+ Technical skills (utilizing analytic platforms, APIs, and proprietary tools) are a plus
+ Building a pipeline of enterprise accounts, and owning a broad portfolio of enterprise relationships; proven ability to influence and build consensus across multiple teams
+ Demonstrated success leveraging data, analytical and communication skills
+ Create and deliver executive level decks & materials
+ Travel onsite for merchant visits and/or industry conferences
An ideal candidate will possess:
+ Strong strategic, analytical, and data-analysis skills
+ Demonstrated experience and results in strategic client facing (in-person, phone, email) interactions
+ Excellent communication skills, both written and verbal
+ Experience in identifying, creating, and building strategies to achieve organizational objectives
+ Prior experience in taking full ownership of client relationships and the ability to partner with internal stakeholders to create customized solutions for partners
+ Experience partnering on and creating product roadmaps
+ A strong deference to team culture, collaboration, and open communication
+ Demonstrable expertise in developing and executing successful retail partnership programs, joint marketing initiatives, and co-op advertising campaigns
+ Collaborate across our client team and within the commerce & retail media organization to solve, innovate, build skills and develop thought leadership and best practices
Basic Qualifications:
+ At least 12 years of experience in a strategic client facing sales or account management roles
+ At least 8 years of experience reviewing or analyzing data
Preferred Qualifications:
+ Bachelor's Degreee
+ 10+ years of affiliate, enterprise sales or performance marketing experience
+ 8+ years of leading high functioning Sales teams
+ Proven track record of managing, selling, and developing relationships with Strategic Merchants
+ Experience managing technical sales and integrations
+ Demonstrated success selling and managing merchants on sophisticated ad platforms
+ Strong data, analytical and communication skills
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.
Remote (Regardless of Location): $181,800 - $207,500 for Director, Capital One Ad Solutions
Richmond, VA: $181,800 - $207,500 for Director, Capital One Ad Solutions
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).