Sr. Manager/Sr. Counsel - Commercial Real Estate - Agency Finance (Hybrid)
McLean, VA jobs
* Providing legal support to Agency Finance as a trusted advisor and strategic partner to the transaction teams and other internal partners* Partnering with Agency Finance business partners, Risk and Compliance to evaluate GSE and/or FHA program requirements and develop policies and procedures for compliance, monitoring and reporting* Tracking and managing negotiation of sub-servicing documentation in connection with Freddie Mac securitizations and assist with interpretation of sub-servicing obligations for existing securitizations from an asset management and servicing perspective* Engaging and overseeing outside legal counsel in an effective and efficient manner* Partnering collaboratively with other internal counsel and business teams in the Commercial Bank and across the enterprise* Advising Commercial Bank business partners on communications with external parties, including customers, regulators, partners, industry trade groups and outside law firms* Providing thought and strategic leadership on relevant industry and regulatory developments* Leading projects such as the development of negotiation guidelines and training sessions* Partnering with the Operations team to drive process improvements* Juris Doctor from an accredited law school* Active member in good standing of at least one state bar* At least 4 years of experience as an attorney in a law firm, at a government agency, as a military judge advocate or as in-house counsel* At least 2 years of legal counsel experience focusing on multifamily agency finance transactions* 5+ years of experience in a law firm, in-house legal department, or a combination with a focus on multifamily agency finance transactions (working with Fannie Mae and/or Freddie Mac related transactions)* Working knowledge of commercial real estate lending issues involving title insurance, surveys, zoning, and flood, casualty/liability insurance* Excellent oral and written communication skills* Strong ability to quickly understand the business needs and partner with the business Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
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Bilingual Customer Retention Representative (Remote)
McKinney, TX jobs
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better.
Role Overview:
Could you be our next Bilingual Customer Retention Representative? Globe Life is looking for a Bilingual Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who are considering cancellation or have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This is a remote / work-from-home position. We have full-time and part-time positions available with morning and evening shifts.
What You Will Do:
Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options.
Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
Must be fully bilingual in English and Spanish, with the ability to speak, read, and write fluently in both languages.
High school diploma or equivalent.
Basic Microsoft Office Skills, including Word, Excel, and Outlook.
Minimum Typing speed of 30 wpm.
Experience in a call center environment preferred.
Some experience in insurance and/or sales is preferred.
Excellent verbal and written communication skills.
Ability to solve complex policyholder issues with a positive attitude.
Ability to work in a fast-paced environment and work well under pressure.
Knowledge of life and/or health insurance terminology preferred.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full-time and/or part-time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've created a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
Competitive compensation designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
INDGLA1001
PGIM - Associate, RFP Writer (Hybrid)
Newark, NJ jobs
Job Classification: Sales - Sales A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can!
What you will do
We are looking for an astute, determined professional like you to join our RFP team as an RFP Associate. The team sits within the Business Development organization and collaborates closely with Product Strategy and Portfolio Management. This rewarding opportunity will enable you to make a big impact in our organization, so if this sounds exciting, then PGIM might be the place.
This is a hybrid role based in Newark, NJ, where the team is working 3 days a week in the office.
What you can expect
* Assist with RFP requests, investor diligence inquiries, and market surveys
* Track, coordinate, and complete requests
* Confirm source-data accuracy and appropriate application in responses
* Ensure clarity, brevity, and consistency
* Coordinate with internal stakeholders (portfolio teams, business development, legal, compliance, and others) to:
* Gather information and tailor responses
* Ensure timely delivery of proposals
* Project-manage document completion
* Fulfill internal requests for information used for standard and ad hoc client reporting
* Manage Consultant Database Updates
* Maintain updated content in our RFP database
* Collaborate with a team of experienced RFP / Investor Services colleagues located across the globe
What you will bring
* 3+ years' minimum experience working within the investment management industry, with a focus on RFP writing & DDQ processes or Investor Services
* Strong written/verbal communication and quantitative skills
* Advanced knowledge of Microsoft office suite, using styles and formatting in Word and Excel
* Outstanding project management, relationship management, and organizational skills
* Ability to work in a fast-paced, deadline-driven environment
* High degree of professionalism and client service mindset
* Excellent writing, verbal, and editing skills
What will set you apart?
* Knowledge of Private Credit &/or Private Real Estate (Equity/Debt) markets
* PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.
Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $90,000 - $115,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits.
#LI-Hybrid
#LI-SC1
What we offer you:
* Market competitive base salaries, with a yearly bonus potential at every level.
* Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
* 401(k) plan with company match (up to 4%).
* Company-funded pension plan.
* Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
* Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
* Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
* Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
Auto-ApplyPGIM Analyst, Investment Operations (Hybrid-Newark/NJ, Tampa/FL)
Newark, NJ jobs
Job Classification: Investment Management - Investment Operations A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.
We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers!
If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today.
At PGIM, You Can!
What you will do
PGIM Plan Accounting Investment Operations is an integral component in the support of PGIM and Group Insurance businesses and their clients' investments in separate accounts and trust vehicles. Positions in Plan Accounting provide the opportunity to gain broad business knowledge by way of consistent exposure to a wide network of business partners. These include corporate and business functions such as Finance, Operations and Systems, Risk Management, Compliance, Audit, Product Development, Client Relationship Management and Actuarial Services as well as external banks and financial companies. Under the guidance of their supervisors, Associates are empowered to immediately contribute in a meaningful way, add significant value to organization initiatives and effect change.
This position is based in our Newark, NJ office and will follow a hybrid schedule (3 days in office). Our organization follows a hybrid work structure where employees can work remotely and/ from the office, as needed, based on demands of specific tasks or personal work preferences. Working from the office is encouraged when working on tasks that require a high degree of collaboration.
What you can expect
* Supporting, monitoring, and calculating unit values for the investments we support
* Transfer agency services including asset to liability reconciliations and investor share ownership
* Production of client level commingled asset and investment reports, 5500/Schedule C and regulatory reporting
* Calculation, invoicing, and collection of fees related to Investment management services and administration
* Transaction processing including client contributions, withdrawals, and bank account monitoring
* ORACLE accounting entries and ledger revenue reconciliations
* Asset Manager relationship management and cashflow forecasting
* Client order processing including exchanges and withdrawals; NSCC trading
* Support of new fund development, set ups and closings
* Bank Oversight and Related Reconciliation/Reporting Functions
* Portfolio and Client level transition events (ie. securities in-kind transfers, manager replacements, etc)
* External and Internal audit review and support; Client service support
* Participate in various analysis and special projects
What you will bring
* Bachelor's degree in Economics, Finance, Accounting or Business related preferred
* 3.0 GPA or above preferred
* Ability to understand and analyze basic accounting principles and financial statements
* Ability to organize, prioritize tasks and work in a deadline oriented environment
* Strong oral and written communication skills; ability to deal with associates at all levels within the organization
* Demonstrated leadership skills
* Strong analytical and problem solving skills
* Intermediate to advanced proficiency with Microsoft Excel and Word
* PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.
Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $60,000 to $70,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.
About PGIM Global Services
PGIM Operations and Innovation drives digital transformation, modern data analytics, and operational excellence across PGIM in partnership with our business and corporate functions. We are aligned into seven verticals to drive innovative solutions and deliver operational services that contribute to PGIM being a world-class investment manager. Our workstreams operate in a collaborative, agile manner and foster a strong community focused on most relevant emerging technologies and best-in-class solutions.
What we offer you:
* Market competitive base salaries, with a yearly bonus potential at every level.
* Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
* 401(k) plan with company match (up to 4%).
* Company-funded pension plan.
* Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
* Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
* Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
* Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
Auto-ApplyCustomer Retention Manager (Hybrid)
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Customer Retention Manager? Globe Life is looking for a Customer Retention Manager to join the team!
In this role, you will be responsible for directly managing up to 5 production supervisors who oversee teams of part-time Customer Retention representatives and department Team Leads that provide support to the contact center. This role involves providing ongoing guidance, coaching, and professional development opportunities to drive team growth while creating and maintaining a motivating work environment that inspires staff to consistently meet and exceed performance standards.
The position requires establishing and maintaining the highest standards of quality and productivity across all contact center operations. The manager serves as the primary escalation point for operational issues and strategic decision-making, analyzing daily performance metrics, and proactively implementing data-driven improvement strategies to drive consistent achievement of departmental Key Performance Indicators and organizational objectives.
The role involves partnering with Recruiting to assess staffing needs and ensure optimal team capacity. The manager collaborates with Human Resources to maintain consistency in policy application and appropriately handles disciplinary actions while ensuring detailed, confidential documentation. Additionally, the position ensures all HR processes and personnel actions comply with company policies, procedures, and legal requirements.
This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday).
What You Will Do:
* Manage a diverse team of full-time and part-time staff across multiple levels, including Supervisors, Team Leads, and Call Center Representatives.
* Conduct comprehensive annual performance reviews for direct reports and ensure supervisors complete timely evaluations for their team members.
* Ensure supervisors fulfill all responsibilities as outlined in the Customer Retention Supervisor Expectations document.
* Collaborate with senior leadership to develop strategies and ensure timely, effective implementation.
* Leverage technology solutions to optimize multi-channel contact methods and increase customer response rates.
* Monitor and evaluate departmental tests and policy changes to ensure expected performance while identifying and addressing adverse trends.
* Establish and maintain comprehensive documentation for all business processes with appropriate controls.
* Utilize data-driven analysis to continuously optimize call center operations and performance metrics.
* Serve as Subject Matter Expert across all areas of responsibility, providing guidance and expertise to the team.
* Support testing and implementation of new programs and technologies within the contact center environment.
* Partner with the training team to develop and maintain current, effective training programs for new hires and existing representatives.
* Communicate with Agency field operations as needed to ensure alignment and support business objectives.
* Complete ad hoc requests, as needed.
What You Can Bring:
* High School Diploma or Equivalent.
* Associate degree and/or equivalent work experience.
* Minimum 5 years' experience in telemarketing/sales management.
* Life insurance or financial industry experience preferred.
* Technical Proficiency: Advanced computer skills in MS Office Suite and ability to quickly adapt to evolving technology solutions that address business needs.
* Analytical & Strategic Thinking: Strong data analysis capabilities with the ability to translate insights into actionable business recommendations for senior leadership.
* Leadership & Communication Skills: Exceptional ability to communicate progress, results, and strategic initiatives to senior leaders while setting clear direction for telemarketing/telesales functions.
* Team Development Skills: Proven expertise in developing, motivating, and retaining high-performing staff members.
* Problem-Solving Skills: Excellent critical thinking and problem-resolution skills with a results-oriented mindset.
* Training & Development Skills: Demonstrated ability to design and deliver effective training programs for telemarketing/telesales teams.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full-time and/or part-time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 401 (k) and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: 7677 Henneman Way, McKinney, Texas
Commercial Loan Agent
Springfield, OH jobs
At Richwood Bank, our purpose is to inspire, protect, and celebrate anything that makes communities thrive.
Have you ever wanted to work for a company that exceptionally lives its values? One hundred and fifty years ago, we began as a small community bank. Today, we are still a community bank - as well as a payroll processing team, a marketing agency, a coffee shop, and more. We have flipped the switch on traditional banking. Yet, we have always aimed to provide the very best customer experience, contribute to the greater good of our local communities, and make every effort to be the best employer in the area with a company culture that works hard to develop, recognize, and award its team members.
Richwood Bank has a comprehensive benefits package for full time employees including but not limited to, medical and wellness program, dental, vision, employee assistance plan, life insurance and supplemental short-term disability. Full-time and part-time employees have access to a 401(k) plan, an enhanced Wellness program, tuition reimbursement and tons of professional development opportunities!
The Loan Agent will work directly with Lenders to process loans and requests. The Loan Agent role will assist Lenders in all stages of the lending process, application to post-closing. Loan Agents are part of and supervised by Loan Administration and will work for Loan Administration while assisting lenders daily. The purpose of the Agent position is to help lenders move the loan from application to processing, to closing, in a timely manner while assisting Loan Administration in the process of processing/ uploading to post-closing. This is all to ensure a high customer confidence in closing a loan in a timely manner while providing the Disney of Banking experience.
Richwood Bank prides itself on a unique company culture and all team members should be active and engaged participants.
Essential Functions
Enters basic loan application information to Lending Operating System.
Collects Customer financial information and input into correct processing software
Performs Uniform Commercial Code (UCC) and federal tax lien searches as needed
Uploads Secretary of State Documents, Operating Agreements, etc. for applicable business entities
Processes and mail denied/withdrawn loan applications
Processes Credit Card charges for loan fees
Executes construction draw documentation and release funds on approval of lender
May be required to complete construction draw inspections with detained inspection description from lender
Uploads construction Draws to Web Director and maintains the Advances Missing Docs log in the Loan Portal
Works with loan processing to order appraisals, title work, homeowner's insurance and any loan conditions.
Communicates with insurance agents, realtors, homeowner's association representatives as needed
Prints and review closing packages and review for closing
Confirm collateral, terms (length, rate, LTV, borrowers), covenants (accounts, financial statements, etc.), match approval certificate.
Stacks Loan File
Attends loan closing and prepares all post-documentation for filing (mortgage, title, UCC, notice to buyers)
Scans all documents and prepares files for loan administration processing
Notarizes documents as needed
Fills out and submits loan maintenance forms when loan addendums are needed
Familiar with Tran Codes and Loan GL Accounts
TMS/loan ticket creation
Sends Wires
Orders mortgage release documents if needed
Reviews mortgage releases and sign off
Assists the lender in maintaining excellent communication with customers regarding status of loan applications and process
Keeps Outlook calendar updated with closings, appointments, and Loan Officer vacations
Attends Loan & Loan Agent meetings and other committees
Communicates potential top 100 customers to leadership based on financial review and new upcoming loans
Helps to develop and educate newer staff members as needed
Allow employees from other departments to shadow day to day activities as requested
Skills and Abilities
Able to multi-task when needed
Project management
Excellent customer service skills
Mathematical skills
In-depth knowledge of our bank products and services
Work well under pressure and in a fast-paced environment
Ability to identify opportunities to educate customers of more products and services that may fit their needs (cross promotion)
Strong communication skills
High degree of accuracy
Detailed and organized
Maintain confidentiality at all times
Maintain a positive can-do attitude towards your team and customers
Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bailey Act, Regulation E and teller roles and responsibilities relating to each act
Punctual
Driven to succeed and open minded to learn more about new technology within our industry
Education
High School Diploma or GED required; college preferred
2 year's experience in banking preferred
Equal Opportunity Employer/Disability/Veterans. Richwood Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Property Administration Document Admin
Columbus, OH jobs
Join our Global Property Administration team as a part-time Document Admin and play a key role in managing critical documents, supporting business partners, and delivering outstanding client service in a dynamic, detail-oriented environment.
As a Document Admin within the Global Property Administration team, you will be responsible for managing and filing documents, conducting research and providing requested information, scanning and imaging, uploading legal and other documents, and delivering superior customer service to our clients.
**This role is part-time (2 days/week).**
Job Responsibilities
Managing and maintain file room
Research document review as requested by business partners
Scan and upload original documents
Maintain Lien Tracker
Maintain Letter of Credit Tracker
Manage files/document filing, File/document retrieval requests in file vault Adhere to Global Information Management record retention policies and departmental, including legal retention requirements.
Manage a log of cancelled/terminated/expired files and transfer to off site storage facility for archiving pursuant to legal requirements and global information management record retention guidelines.
Notarize legal documents
Required Qualifications, Skills and Capabilities:
Associate degree in Business Administration, Accounting, Real Estate, Finance, Economics or equivalent.
Basic skills with Microsoft Excel, Word experience
Excellent listening, verbal, written, and interpersonal communication skills
Strong attention to detail and accuracy and excellent analytical and problem solving skills required
Preferred Qualifications, Skills and Capabilities:
Notary License
Knowledge of SAP or equivalent experience preferred
Proven ability to work independently and be a self starter
Efficient, proactive, responsive, team player with a proven track record of establishing and maintaining strong client and internal partner relationships
Excellent listening, verbal, written, and interpersonal communication skills required
Ability to communicate in writing policies, procedures, memoranda and training materials
Auto-ApplyLive Event Audio Visual Technician
Dayton, OH jobs
Job DescriptionDescriptionMarkey's, a multi-state leading provider of creative audio-visual services, is seeking Part-Time as Needed (PRN) Event Technicians to add to our growing team in Dayton, Ohio. The Event Technician is a client-facing position responsible for setting up and operating a variety of high-end audio-visual equipment for live/virtual/hybrid client meetings hosted at various venues. Also responsible for trouble-shooting any issues, and tearing down (striking) equipment post-event. The shift and hours will vary depending upon business need, with some evening and weekend work required.
Currently hiring for Part-Time as Needed (PRN) opportunities. Positions are hourly (non-exempt), and eligible for overtime!
Position Responsibilities
Work closely with clients, Project Managers and other Event Technicians to ensure the successful completion of events.
Set-up, tear-down, loading and unloading of all equipment.
Operate all types of audio, visual, lighting and rigging equipment, for both live and virtual events.
Provide excellent customer service and promptly handle any equipment changes/requests.
Ensure equipment is functional, safely and professionally presented, and that client is familiar or comfortable with the operation of any equipment they are utilizing.
Trouble-shoot any equipment issues with satisfactory resolution.
Assist in all areas of operation as needed, such as warehouse operations, deliveries, preventative maintenance, etc.
Requirements
Must have a good working knowledge of all types of audio-visual equipment including operation, set-up, troubleshooting, and explanation of equipment.
Ability to work in a collaborative team environment, as well as independently, and follow directions from the supervisor or on-site leader.
Ability to interact and communicate effectively and professionally with internal and external clients.
Ability to maintain a positive and professional appearance and attitude at all times.
Must maintain a good driving record that meets driver insurability requirements, be able to pass a DOT medical certification and obtain any special licensing needed to be able to drive a box truck, van or other company vehicle.
Must have excellent customer service skills, politely and promptly responding to client needs.
Ability to handle stressful situations in a professional and positive manner.
Must possess a high level of attention to detail, excellent time management skills, and ability to multi-task and prioritize work responsibilities.
Ability to embrace Markey's culture and demonstrate company values, respect diversity, and follow all company policies and procedures.
Physical requirements include lifting up to 50 lbs, and frequent pushing/pulling of equipment.
Become a part of our team!Established in 1959 and with more than 65 years of experience in the rental & staging industry, Markey's prides ourself in providing the BEST SERVICE and MOST DIVERSE & RELIABLE EQUIPMENT the industry has to offer. We are committed to providing a good working environment where all employees treat each other with respect and dignity, where employees are encouraged to grow personally and professionally, and we help employees produce quality results of which they can be proud.
At Markey's we are a 100% Employee-Owned Company and we participate in an ESOP, or the Employee Stock Ownership Plan! The ESOP gives our Full-Time employees a beneficial ownership stake in the company at no cost to them. Ask us about our ESOP and its many benefits!
We offer:
Competitive salary
Training and career development
Opportunities for advancement
Opportunities to problem solve with creative thinking
Opportunities to work with cutting edge technology in a high profile, fast paced atmosphere
A wide range of experienced staff to work with and learn from on a daily basis
Excellent, comprehensive benefit program for full-time employees including group health, dental, vision, disability, and life insurance, 401(k), paid time off and paid holidays, cell phone stipend, and the Employee Stock Ownership Program (ESOP)
Check us out at ****************
Work From Home Representative | Entry Level | Flexible Schedule | Hiring Immediately
Houston, TX jobs
START YOUR NEW CAREER FROM HOME - APPLY TODAY, START THIS WEEK! We're looking for motivated individuals ready to take control of their future. At Globe Life AO, you'll enjoy:
Flexible schedules
Full training provided
High income potential
All without leaving your home. No experience? No problem. We'll give you everything you need to succeed.
✅ WHAT WE OFFER:
High earning potential - No cap on income
Full training provided - No experience required
Flexible schedules (Full-time or Part-time)
100% remote work from home
Rapid career growth opportunities
Hiring immediately - Start this week
YOUR ROLE:
Making outgoing calls, emails, texts and chats from clients
Provide clear answers and process requests.
Maintain professionalism and positivity.
REQUIREMENTS:
Computer/laptop with internet access.
Positive, coachable, and reliable.
Ability to work independently and with a team.
No prior experience required - we train you!
Must be willing to get Licensed in Life and Health Insurance
Must be a US Resident
AVERAGE EARNINGS:
$800-$1,200 weekly (Weekly Commission based Salary + performance bonuses).
APPLY NOW - INTERVIEWS ARE FILLING FAST!
Your future is one click away. Hit Apply Now and start your new career from home this week. Spots are limited - don't wait!
Auto-ApplyForensic Accounting Intern
Dublin, OH jobs
Job Description
Firm:
Meaden & Moore is a leading CPA and business consulting firm, recognized for excellence in both the workplace and with our clients. We are a nine-time winner of The Plain Dealer's Top Workplaces, a seven-time recipient of Ohio Magazine's Best Places to Work and consistently ranked among the Top 50 Best of the Best Firms by Inside Public Accounting. These accolades highlight how our firm is managed and reflect our commitment to fostering a supportive and dynamic environment-one that nurtures career growth and provides long-term opportunities for advancement, leadership, and potential ownership.
Since 1919, we have been dedicated to delivering exceptional professional services across accounting, tax, forensic, and consulting disciplines. Our expert team-CPAs, CFEs, CFFs, advisors, and auditors-brings deep expertise, insight, and tailored strategies to help clients navigate complex challenges, enhance business success, and thrive in today's global economy.
Investigative Accounting Internship positions available:
August 2026 - December 2026
Start and End Dates are flexible.
Both part-time and full-time internships are available for this role. Part-time internships require 20 - 29 hours per week, while full-time internships require a minimum of 30 hours per week, with an expectation of up to 40 hours. This opportunity is fully onsite.
Opportunity:
During your internship, you'll get real-world experience working with talented professionals in investigative accounting engagements that involve working with commercial property insurers in evaluating physical damage and business income losses suffered by businesses resulting from catastrophes. Projects may include reviewing and analyzing historical financial and industry information, revenue and expense projections, insurance claim evaluations and economic damage evaluations. Assignments provide exposure to a wide range of industries from small local retail stores to multinational entities.
Qualifications:
The successful candidate will meet the following requirements:
* Junior or senior level student
* Accounting major
* Minimum 3.0 GPA
* Proficient understanding of Microsoft Windows and Office applications, especially Microsoft Excel skills that are considered to be an intermediate or advanced level. The candidate should also be open to training in other Windows-based applications.
* Motivation and enthusiasm! Our clients have come to expect high levels of service and expertise. We seek self-starters who demonstrate an interest in learning new skills and concepts, then put them to work for our clients.
Our Commitment to Diversity and Inclusion:
Our human capital is the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company's achievement as well.
We embrace and encourage our employees' differences in age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique.
Compensation:
Determining actual compensation relies on many factors including individual candidate experience, qualifications, and comparable benchmarks. Base compensation for this role typically ranges between $30 - $32 an hour.
PGIM Marketing, Director, Event Manager (Hybrid)
Newark, NJ jobs
Job Classification: Corporate - People Team A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.
We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers!
If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can!
What you will do:
As Event Director and part of the PGIM Marketing team you will show success in creating, managing, and executing events and sponsorships; with a focus on delivering brand activation, enhancing event attendee experience, and driving engagement to strengthen client relationships. You will be responsible for the planning and execution of high-level client facing events and sponsorship activation for participants ranging from 10-4000 people. An ideal candidate will be team-oriented, detail focused and work well in a dynamic and fast paced environment.
What you can expect:
* Brand ambassador who understands the value proposition and works to uphold and promote it through events, while leading and contributing to the development of best practices, procedures and systems.
* Conceptualize and develop strategic event initiatives, ensuring measurable objectives and clear KPIs are set that align with business objectives.
* Subject matter expert in event strategy, planning and delivery for both in-person and virtual events through thoughtful execution.
* Continually drive creativity and innovation to elevate attendee event experience, while ensuring consistency of experience is delivered throughout all events.
* Partner with business partners, such as digital marketing teams for cohesive and strategic event management.
What you will bring:
* 8+ years of corporate or financial service sector event management experience.
* Solid understanding of event technology and virtual event platform.
* Technological proficiency in Microsoft Teams, Word, Excel, PowerPoint.
* Working knowledge of event apps and virtual platforms such as Cvent, On24, Zoom Events.
* Demonstrate hands-on experience of successful event project planning and delivery of both virtual and in-person event formats.
* Highly organized and methodical project manager who excels in time management and handling multiple high-level projects.
* Team player who can work individually or part of a team to achieve project goals.
* Ability to be proactive, creative and resourceful to elevate event experiences.
* PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.
This position is based out of our Newark, NJ office. Our organization follows a hybrid work structure with 3 days in the office and 2 working from home.
Note: Prudential is required by state-specific laws to include the salary range for this role when hiring a resident in applicable locations. The base salary range for this role is from $150,000 to $170,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
About PGIM Marketing Group
PGIM's Marketing Organization is integral to the growth of the company, driving deep understanding of clients and delivering experiences that achieve exceptional business outcomes. We are a diverse team of marketers who are passionate about putting clients at the center of everything we do and making their lives better by solving the financial challenges of a changing world.
#LI-CR1
#LI-Hybrid
What we offer you:
* Market competitive base salaries, with a yearly bonus potential at every level.
* Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
* 401(k) plan with company match (up to 4%).
* Company-funded pension plan.
* Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
* Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
* Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
* Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
Auto-ApplyCustomer Engagement Consultant (Sales), Business Cards & Payments (Hybrid), Plano, Texas
Plano, TX jobs
The **Business Cards & Payments (BC&P)** organization is committed to fueling the courageous entrepreneurial spirit that's at the heart of America's business owners and offer products and services to help them do more business. We've built an organization that is focused on listening to and learning from the millions of business customers we serve every day to make sure our products, services and experiences work as hard as they do. The name of our organization reflects our current leadership position in Business Cards and Payments - as well as our aspiration to serve a wide range of needs for our customers beyond the card.
We are a culture that dreams big and embraces an entrepreneurial and ownership spirit - just like our business customers.
The Role:
Are you a self-starter, a go-getter, and a deal maker? Are you disciplined and autonomous? Within Capital One's Business Cards & Payments group, you will find a culture that expects and rewards excellence. We believe in unlocking the power of people and equipping them to do great things! We are looking for like-minded people who can share our passion for success and a high sense of urgency to deliver on customer needs.
As a **Customer Engagement Consultant** , you will play a key role in identifying opportunities and providing direct support to our customers. The consultant will be responsible for executing outbound contact campaigns through a variety of channels and execute next steps to help meet the client's needs.
The ideal candidate will be able to work in a fast-paced environment with changing priorities, have strong relationship building skills, and be able to meet our customers at moments that matter to grow and retain their business. This person must have strong influence and client management skills, a consultative sales skill set, and must be able to work autonomously. This individual must also have strong written and verbal communication skills for over-the-phone and email communication.
General Responsibilities:
+ The goal of this individual is to execute call campaigns, engage customers to speak further about complex opportunities and take action in real-time.
+ Develop subject matter expertise on the Business Cards & Payments product suite in order to effectively problem solve, cross-sell or pitch a solution that meets the client's needs
+ Use judgment to identify the appropriate path to embark on with the client and engage partners or leadership as needed
+ Utilize various forms of communication including, but not limited to email, phone and direct mail
+ Develop, manage and maintain relationships with field teams across Business Cards & Payments
+ Work independently and seek out feedback and data to reflect on and improve your own performance
+ Be compliant with all Capital One protocols and client activities
+ Maintain and update the CRM system
An Ideal Candidate Possesses:
+ A strong interest in sales and desire to continue learning and growing in a sales based environment
+ A proven track record of successful face-to-face or phone based sales and client management experience
+ Drive, focus, independent thinking, and the ability to work autonomously
+ Influential communication skills (both written and verbal), ability to quickly move key decision makers through a change curve via a proactive phone based approach
+ A consultative mindset and the ability to adapt to an ever changing environment
+ Real-time effective utilization of judgment and problem solving skills
Basic Qualifications:
+ Bachelor's degree or military experience
Preferred Qualifications:
+ 1+ years of sales or client management experience
**_At this time, Capital One will not sponsor a new applicant for employment authorization for this position._**
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Plano, TX: $64,700 - $73,900 for Customer Development Associate
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Financial Services Specialist (Remote)
California jobs
About Us
We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally.
Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role.
Role Description
Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work
Conduct Financial Needs Analysis to uncover financial goals of the client
Formulate tailored financial plans for them
Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf
Conduct semi annual and annual reviews
Experience
All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more.
Helpful traits and skills include:
Entrepreneurial Mindset
Leadership
Self-Motivation
Organization & Initiative
High Ambition & Positive Energy
Work Schedule & Benefits
Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment.
Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities.
Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience.
Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families.
Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels.
Compensation
Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000
Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals
Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month)
Non-Negotiable Qualifications
Willingness to get licensed in 7-10 days via a state-approved course
Ability to pass a background check
Legally authorized to work in the United States
No Felonies
Find us on:
Instagram | LinkedIn | TikTok | GFI Website
BRANCH MANAGER I- East Region Float
Cleveland, OH jobs
The Branch Manager Trainee participates in a comprehensive retail training program while working toward individual business development and sales objectives. This role is responsible for building and leading a high-performing sales and service team, ensuring that each member contributes to the branch's success through a consultative sales approach.
A key focus of the Branch Manager Trainee is developing team members through individualized coaching sessions and holding them accountable for overall performance. Additionally, this role actively drives business growth through proactive initiatives, including participation in community events and business networking opportunities. As a member of the Regional Banking Team, you will be responsible for supporting multiple branches within Dollar Bank's East Branches. These branches include Beachwood, Eastlake, Euclid, Maple, Mayfield, Mentor, Painesville, Richmond, University Heights. Travel reimbursement is provided after a specific mileage threshold is met.
Qualifications:
· Bachelor's Degree with two years of management experience in a retail environment including managing a staff, coaching, and meeting sales goals. Will consider High School Diploma/GED with six years of management experience in a retail environment including managing a staff, coaching, and meeting sales goals.
· Retail Banking and business development experience preferred.
· Ability to travel as needed to training.
· A valid driver's license and access to a reliable vehicle is required.
· Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency.
Principal Activities and Duties:
• Deliver exceptional service in alignment with the Bank's Mission, Vision, and Values.
• Contribute directly to customer growth and retention by utilizing proactive strategies to develop business opportunities and deepen customer relationships.
• Actively support customer engagement by adhering to the Bank's service behaviors.
• Overseeing the team's service behaviors efforts, promoting products and services, and conducting call nights to follow up on leads.
• Foster a customer service-oriented team culture, where each member contributes to relationship building and operational integrity.
• Conduct daily team huddles, monthly team meetings, and individual coaching sessions to provide performance feedback.
• Represent the Bank professionally within the community, actively sourcing new relationships through involvement in local businesses, organizations, and charitable events.
• Consistently achieve all established customer service goals and targets.
• Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction.
• Arithmetic skills to count money accurately.
• Computer literacy to access account information and process transactions.
• Develop a thorough knowledge of Bank products and guidelines by attending the required classes.
• Maintain a professional appearance and conduct yourself in a professional manner at all times.
• Maintain the highest level of professional integrity and ethics.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Compensation Range:
Schedule Information
Monday - Thursday: 8:30am to 5:30pm
Friday: 830am -6:30pm
Saturday: 8:30am - 1:30pm
EEO Statement
Dollar Bank is an Equal Opportunity Employer.
Minority/Female/Veteran/Disabled
Benefits Information
Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, tuition reimbursement, and gym membership reimbursement.
Part-time employees qualify for 401(k) with immediate vesting, tuition reimbursement, and gym reimbursement.
For more information, please visit ************************************************
Bilingual Insurance Verification Specialist (Remote)
McKinney, TX jobs
At Globe Life we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better.
Role Overview:
Could you be our next Bilingual Insurance Verification Specialist? Globe Life is looking for a Bilingual Insurance Verification Specialist to join the team!
In this role, you will verify life and health insurance applications directly with potential customers. This is a vital part of our Company's New Business and Underwriting process. The information you verify and gather directly affects whether the Company will decline or issue a policy.
This is a remote / work-from-home position.
What You Will Do:
Make outbound calls to potential customers to verify and document required information to finalize applications for underwriting assessment.
Use the Quality Assurance database and conduct appropriate assessments on what additional customer information or verification is needed.
Clearly explain the application process to potential customers.
Accurately complete additional paperwork as needed.
Maintain appropriate levels of communication with management regarding actions taken within the Quality Assurance database.
Transfer calls to the appropriate department as needed.
Successfully meet the minimum expectation for departmental key performance indicators (K.P.I's).
What You Can Bring:
Minimum typing requirement of 35 wpm.
Excellent oral and written communication in both English and Spanish Required.
Superior customer service skills required - friendly, efficient, good listener.
Proficient use of the computer, keyboard functions, and Microsoft Office.
Ability to multitask and work under pressure.
Knowledge of medical terminology and spelling is a plus.
Excellent organization and time management skills.
Must be detail-oriented.
Have a desire to learn and grow within the Company.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full-time and/or part-time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've created a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
Competitive compensation is designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
INDGLA1001
Assistant Controller, Managed Services
Cincinnati, OH jobs
Continue Your Career on
YOUR
Terms Part-Time Assistant Controller Are you an experienced accounting professional seeking a role that fits your life? Whether you're coming from public accounting or industry, or a parent looking to continue your career without returning to full-time work, this opportunity is designed for you. Join our dynamic team as an Assistant Controller and use your expertise to make a meaningful impact without the demands of a full-time schedule. This is more than just a numbers role - it's a chance to be a trusted advisor, a mentor, and a strategic thinker. You'll play a key role in shaping the financial health of our clients while also helping to lead, grow, and influence the careers of the talented professionals on your team. What You'll Do As an Assistant Controller, you'll:
Be the financial backbone for multiple clients, overseeing accounting operations and financial reporting.
Review and refine budgets, KPIs, and management reports to help clients make smart, data-driven decisions.
Ensure accounting standards and frameworks are properly applied.
Serve as a liaison between clients and their tax preparers or other professional service providers.
Build strong, trusting relationships with clients through proactive communication and advisory.
What You Bring We're looking for someone who is:
A collaborative leader with 5+ years of accounting experience and 3+ years managing teams.
Skilled in financial reporting, budgeting, and client advisory.
Detail-oriented, analytical, and a great communicator.
Tech-savvy, especially with Microsoft Office and paperless environments.
CPA/CA preferred (or actively pursuing).
Why You'll Love Working Here
Part-time flexibility with meaningful work.
A supportive, growth-minded team that values your input.
Opportunities to lead, mentor, and shape client and associate success.
A culture built on REAL values: Respect, Excellence, Accountability & Leadership
Work Style & Location
Hybrid, remote, or in-office - we're flexible.
Occasional travel to client sites may be required.
Ready to Make an Impact? If you're passionate about shaping the financial health of businesses
and
helping your team thrive through mentorship and development, we'd love to connect. Your expertise can make an impact that goes beyond numbers. Apply today and let's build something great together!
Part Time Branch Office Administrator
Geneva, OH jobs
This job posting is anticipated to remain open for 30 days, from 10-Dec-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
Role Summary:
As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.
We'll give you the support you need. Our team will be there every step of the way, providing:
* Comprehensive 6-month training including an experienced peer to help mentor you
* A wide support network that extends from your branch office to your region to the home office
* You'll often work independently but will have a team of thousands backing you every step of the way
Can you see yourself…
* Delivering exceptional personalized service to ensure clients feel understood and informed
* Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
* Actively listen for situations in the clients' lives that may indicate a need for additional services
* Driving marketing activities such as planning and executing events
What skills would make you a successful BOA?
* Analytical Thinking
* Attention to Detail
* Adaptability
* Conversational Skills
* Digital Tool Utilization
* Team Collaboration
Role Requirements
* Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
* Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
* Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
* Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
You can also expect…
* A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
* An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
* We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
* Part-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for:
* Medical and prescription drug coverage,
* Health Savings Account and Flexible Spending Account,
* Voluntary Benefits (such as accident, hospital indemnity, and critical illness),
* Well-being programs (such as the Employee Assistance Program), and
* Retirement Plan (if compensated for 1,000 hours of service during the plan year).
* In locations that require accruals of paid sick leave and paid time off, part-time associates are eligible for those benefits based on their hours worked and consistent with applicable law.
You'll be competitively compensated…
* Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
* Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
* The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.
Private Business Strategist
Philadelphia, PA jobs
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Private Business Strategist within PNC's Private Bank organization, you will be based in Philadelphia, PA.
The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager's discretion.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
Participates in consultations with clients and prospects on PNC's ability to assist them across the full range of succession planning solutions. Partners internally with the Asset Management Group and C&IB. Engages in strategic discussions with clients and/or prospects to maintain and/or strengthen our relationships and to provide industry insights that are beneficial to both the individual and the company.
Assesses the scope and resources required for various modular tax, estate and financial plans and manages the resources for efficiency. Identifies, researches, and evaluates the market. Regularly engages with relationship managers, Corporate Banking leadership team, and the transactional teams to ensure open and continued communication regarding the alignment of strategic alternatives offered by PNC.
Conducts and reviews research as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations to team and may make recommendations to clients. May provide direction to wealth strategists and associates.
Retains and grows assets under management by working with clients, prospective clients, and Centers of Influence and by providing advice and implementation.
Identifies solutions and PNC services as sales opportunities to enhance existing client relationships.
Develops new client relationships through networking, prospecting and referrals.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
CompetenciesClient Relationship Management, Customer Experience Management, Decision Making and Critical Thinking, Financial Services Industry, Networking, Sales Scoping and Qualification, Value SellingWork ExperienceRoles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesNo Required License(s) BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Auto-ApplyPart-Time PM Customer Retention Representative (Remote)
McKinney, TX jobs
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Part-Time Customer Retention Representative? Globe Life is looking for a Part-Time Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This remote position offers evening shifts, Monday through Friday, and requires a 4-hour shift on Saturday between 8:00 am and 2:00 pm Central Time Zone.
What You Will Do:
Inbound Call Support: Handle incoming calls from policyholders returning a call from our outbound efforts (voicemail, text message, and/or email) and working to understand their needs to explore retention options.
Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policyholder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs), including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
High school diploma or equivalent.
Basic Microsoft Office Skills, including Word, Excel, and Outlook.
Minimum Typing speed of 30 wpm.
Experience in a call center environment preferred.
Some experience in insurance and/or sales is preferred.
Excellent verbal and written communication skills.
Ability to solve complex policyholder issues with a positive attitude.
Ability to work in a fast-paced environment and work well under pressure.
Knowledge of life and/or health insurance terminology preferred.
Financial Services Specialist (Remote)
Texas jobs
About Us
We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally.
Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role.
Role Description
Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work
Conduct Financial Needs Analysis to uncover financial goals of the client
Formulate tailored financial plans for them
Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf
Conduct semi annual and annual reviews
Experience
All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more.
Helpful traits and skills include:
Entrepreneurial Mindset
Leadership
Self-Motivation
Organization & Initiative
High Ambition & Positive Energy
Work Schedule & Benefits
Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment.
Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities.
Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience.
Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families.
Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels.
Compensation
Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000
Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals
Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month)
Non-Negotiable Qualifications
Willingness to get licensed in 7-10 days via a state-approved course
Ability to pass a background check
Legally authorized to work in the United States
No Felonies
Find us on:
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