Transactional specialist jobs near me

Job Title: Remote Client Relations Specialist Monthly Pay: $3,200 - $4,000 We're seeking a Client Relations Specialist to serve as a key connection between our team and our clients. In this fully remote role, you'll ensure each client receives timely updates, helpful support, and thoughtful follow-through. If you're an excellent communicator who enjoys keeping people informed, organized, and satisfied, this is a great opportunity to grow within a supportive team. Key Responsibilities: Proactively reach out to clients with updates, feedback requests, or check-ins Respond to inquiries related to services, timelines, or account changes Track client interactions and preferences using CRM systems Coordinate with internal teams to ensure client expectations and deadlines are met Prepare simple reports or summaries as needed Follow up after meetings or project milestones to confirm client satisfaction Qualifications: Strong written and verbal communication skills with a client-first attitude Comfortable using email, spreadsheets, and CRM tools Organized, detail-oriented, and reliable with strong follow-through Ability to manage multiple conversations and priorities in a remote setting Experience in customer service, client support, or administrative roles is a plus Quiet home workspace and dependable high-speed internet Perks & Benefits: Competitive pay: $3,200 - $4,000 100% remote role-no commute needed Paid training and onboarding Friendly, team-driven environment Flexible scheduling (part-time or full-time options) Pathways for advancement into account management or leadership roles

Banking Financial/Operations Analyst - Contract Opportunity. Recent Grads are more than welcome! Duration: 12-month contract Pay: $19-$20/hour on W2 Full Time Are you a recent graduate in Finance, Accounting, Economics, or a related field looking to kick-start your career? We're seeking a Financial/Operations Analyst with 6 months to 2 years of experience (internships count!) to join the team of a leading investment banking firm. Ideal Candidate: ✔ Recent grad with a Bachelor's in Business (Finance, Accounting, Economics, or related). ✔ Experience or internship in banking or financial services is highly preferred. ✔ Strong analytical, communication, and organizational skills. What You'll Do: Support financial and operational processes. Handle incoming phone calls related to service inquiries on Brokerage accounts Provide accurate and efficient responses while meeting key performance metrics Support customers with: Brokerage Cash Management products and services Brokerage Online platform (client website) Mobile app assistance General account and financial-related questions Deliver professional, high-quality, and world-class customer service Work effectively in a fast-paced, team-oriented environment Multi-task and adapt quickly in a busy financial service center Why Join Us? Gain valuable experience with a leading financial institution. Plus, there's a possibility to convert to a permanent position after the contract period! Apply now to take the first step in your career!

Job ID 227040 Posted 27-Jun-2025 Role type Full-time Areas of Interest Transaction Management CBRE is using this platform to provide general information to individuals who want to learn more about a career at CBRE. If an opportunity opens that matches your qualifications, we will reach out to you at that time. We are growing a world-class organization with a world-class team and appreciate your interest in CBRE. We welcome you to explore our Careers (**************************************** page and apply directly to any positions that interest you. We will not consider the submission of resumes on this platform as an expression of interest in any posted position at CBRE. **About the role:** As a CBRE Transaction Specialist you will provide broad tactical and operational support to a team of transaction management professionals assigned to a corporate client account team. Assist with the transaction management team's ongoing performance of multi-market transaction assignments. This position is part of the Brokerage job family. Brokers are responsible for the buying, selling, and leasing of industrial, office, retail, and other commercial properties on behalf of clients for occupation. **What you'll do:** + Support the Corporate Real Estate (CRE) team with any documentation related to the transaction process flow, such as lease and own acquisitions, dispositions, estoppel certificates, subordination, non-disturbance, and attornment (SNDA) documents, and notices to exercise lease options, among additional items. + Track and report upcoming lease expirations and other critical dates. + Facilitate commission invoicing and tracking. + Provide oversight of project file (hard copy and database) maintenance to ensure all required documentation is included in the file or database. + Prepare, assemble, coordinate, and complete closing procedures of approval packages for lease and own acquisitions, dispositions, estoppel certificates, and SNDAs in accordance with Client's policies and procedures. + Submit, track, and follow up on customer survey and update log. + Gather and coordinate real estate market data, so that Transaction Manager understands the conditions of the market area. + Review and verify monthly accounting variance reports and assists in preparation of client reporting. + Prepare and track correspondence for broker engagements and commission collection. + Assist with resolution of landlord-tenant issues. + Other duties may be assigned. **What You'll Need:** _To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions._ + Bachelor's Degree with 2-4 years of job-related experience preferred. + A comprehensive understanding of a range of processes, procedures, systems, and concepts within own job function is required. + Ability to evaluate and communicates unusual and/or complex content in a concise and logical way. + In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc. + Advanced organizational skills with an inquisitive mindset. + Advanced math skills. Ability to calculate advanced figures such as percentages, discounts, and markups. + Applicants must be authorized to work in the United States without the need for sponsorship now or in the future. **Why CBRE?** When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realize your full potential. **Our Values in Hiring** At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications. **Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. **Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at *************** (U.S.) and *************** (Canada). CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)

Join Chase, where you will have the opportunity to make real innovative impacts to our customers, and be part of a creative and dynamic environment where every day brings new challenges and opportunities. You'll drive business success, deliver innovative solutions to our customers, and engage in creative, exciting work daily. This role offers a unique opportunity to advance your career in a dynamic and diverse environment. As a Transactions Specialist IV within JPMorganChase, you will be instrumental in troubleshooting machines for lower-level specialists and managing shift operations. Being part of Global Document Services (GDS), our main print production and distribution unit, you will support various internal lines of business such as Retail, Card Services, and Treasury Services. Your role will involve contributing to the production of diverse products like postcards, letters, checks, and marketing materials. This position provides an opportunity for skill development in a dynamic and diverse environment. Job responsibilities Process, clear, and service transactions, adhering to established procedures and ensuring high-quality standards. Utilize knowledge of artificial intelligence and automation technologies to optimize transaction processes and enhance customer experience. Assist in resolving non-routine transactional issues, leveraging advanced knowledge of policies and procedures. Contribute to team development by providing coaching and mentoring to junior roles, fostering a collaborative and inclusive environment. Maintain up-to-date knowledge of market products, industry practices, and regulations to ensure smooth operation of transaction management. Troubleshoot equipment when needed, ensuring minimal disruption to operations and maintaining efficiency. Required qualifications, capabilities, and skills Proven ability to meticulously review and ensure accuracy in tasks and documentation. Developing proficiency in building relationships and effectively collaborating within a global, matrixed organizational structure. Ability to lift and transport heavy materials (40-70 lbs) and manage 200 lb supplies using industrial carts. Ability to stand and walk for 8 to 10 hours per shift. Developing ability to identify issues, analyze information, and develop solutions autonomously. Strong ability to convey information clearly and effectively to various departments and management levels. Preferred qualifications, capabilities, and skills Multi-task and work well in production environment driven by Standard Operating Procedures. Work Schedule: Tuesday - Saturday 7:00am - 3:30pm

Join Chase, where you will have the opportunity to make real innovative impacts to our customers, and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist I within JPMorganChase, you will be responsible for operating equipment to process retail and credit cards for Chase customers. You will also be responsible for creating turn over reports on the daily production for the department and creating truck manifests for outbound products. JPMorganChase services several internal lines of business such as Retail, Card Services, Retirement Plan Services, Private Bank and Treasury Services providing a wide variety of products including postcards, letters, statements, checks, invoices, and marketing material originated from its internal composition team as well as documents created by Output Systems. Job responsibilities Operate required department machinery efficiently to process retail and credit card transactions. Validate and ensure the quality of daily materials and outputs, reconciling input vs. output data utilizing basic math. Generate turnover reports and prepare truck manifests to support smooth operations and timely deliveries. Collaborate with team members to enhance operational efficiency and adapt to changes in work environment and procedures. Maintain a clean and organized work area while prioritizing tasks based on client Service Level Agreements. Required qualifications, capabilities, and skills Ability to lift and transport heavy materials (40-70 lbs) and manage 200 lb supplies using industrial carts. Initial proficiency in adhering to detailed instructions and procedures with precision, ensuring minimal deviation from established guidelines and protocols. Capable of quickly adjusting to changes in the work environment, including responding to daily directives from leadership, adapting to updates in standard operating procedures, and integrating new technology. Strong team-oriented mindset with excellent interpersonal skills, facilitating positive interactions with both internal and external stakeholders on a daily basis. Effective at prioritizing daily tasks based on client Service Level Agreements to ensure timely and efficient service delivery. Actively participates in maintaining a clean and organized departmental work area to support operational efficiency. Schedule: Sunday-Thursday 1:00 pm to 9:30 pm Shift Differential: 10% This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change.

Job Description ABOUT THE PROGRAM The Child and Adult Care Food Program (CACFP) for Family Child Care supports licensed family child care providers in serving nutritious meals and snacks to children in their care. Through federal reimbursement, training, technical assistance, and guidance on regulatory compliance, CACFP helps providers improve the quality of their child care environments, promote healthy eating habits, and ensures children receive balanced meals that support healthy development. Effective delivery of the CACFP requires regular use of technology for data entry, communication, reporting, and documentation to ensure adherence to all state and federal regulations. POSITION SUMMARY Child Care Resource Center is a fast growing, North Central Ohio based, resource and referral agency dedicated to teamwork and superior customer service. To continue our growth, we are searching for a motivated individual to initiate relationships with child care home businesses. The CACFP Specialist fulfills these primary roles to meet the requirements of this federal program - operations/monitoring, data collection and business growth for small, licensed family child care home businesses.The position includes a combination of field work, home visits, and office or remote-based responsibilities. Duties ESSENTIAL JOB FUNCTIONS: Monitor, analyze and maintain information collected and make recommendations for CACFP improvements -Maintain systems/procedures for the CACFP program -Verification of data accuracy -Process child applications, menu compliance and support -Track child attendance as it relates to food served and the monthly claims Develop and host on-boarding process for new CACFP family child care home businesses Work with an assigned caseload of homes, ensuring that they are successful and claiming monthly. Create and implement weekly, monthly and annual strategies to ensure compliance and program success Work closely with your caseload to identify and brainstorm strategies to improve program success, nutritional programming and overall business stability. Contribute improvements in techniques affecting CACFP operations. Create a climate in which people want to do their best. Can motivate team or caseload and make each individual feel his/her work is important Oversee monthly CACFP claim using custom software and report any findings to supervisor Train and provide ongoing technical assistance to CACFP family child care home businesses on CACFP program operations using methods that meet provider needs Perform CACFP caseload quality audits on a monthly basis Identify corrective action issues and document, monitor and follow up to ensure corrections have been made Monitor participating family child care home businesses onsite for compliance with federal CACFP requirements Assist supervisor with annual CACFP application and audit processe Maintain CRM database with accurate information and work to increase leads to improve recruitment efforts Monitor marketing/recruitment campaigns for effectiveness and reach Problem solves using new and innovative ideas with the goal of creating great customer experience Assuming other responsibilities as assigned by supervisor. Identify innovative strategies to make 212 degrees your personal target Requirements QUALIFICATION: Associates Degree (Bachelor Degree preferred) business or school food program administrator experience Restaurant management experience At least 3 years of experience with Ohio's CACFP program This role requires strong proficiency with technology, as the CACFP for Family Child Care is moving toward a paperless system for reporting, documentation, and communication. Reliable transportation - insured.This position requires frequent travel to support family child care providers across the service area Excellent written and oral communication, data management, and organization skills Professionalism and a commitment to maintaining high standards in all interactions and responsibilities are essential for this role Ability to relate to a broad spectrum of community organizations, child care providers. Recognizes the importance of teamwork Nice To Haves Previous experience as a sponsor specialist in Ohio Benefits Benefits: The role will start as a part-time position (30 hours per week) and is expected to expand to full-time status within 12 months. Benefits: Medical (CCRC pays 70%), Life (paid by employer), 403b Retirement, Sick Leave, Vacation Time Hybrid work schedule available after 3 months (onboarding process)

We are hiring Client Experience Travel Specialists to ensure clients have seamless travel experiences. This is a remote role with training and career opportunities. Key Responsibilities: Create tailored itineraries for clients. Book flights, hotels, and tours. Provide professional support throughout the travel process. Resolve issues promptly. Stay updated with industry training. Collaborate with colleagues and suppliers. Qualifications: Excellent communication skills. Reliable internet and device. Service or hospitality background a plus. What We Offer: Flexible remote work. Comprehensive training. Career development. Travel perks.

Are you someone who can work well within a set time frame and can you work with required expectations that are set for a definite deadline? Do you have experience with the closing of files? Are you familiar with working with policy rejected documents? Do you have the experience resolving post-closing issues in a timely manner? ServiceLink, one of the top providers in the mortgage services industry, seeks an individual like you. If you possess these skills, now is the time to join our team and become a part of something big. Applicants must be currently authorized to work in the United States on a full-time basis and must not require sponsorship for employment visa status now or in the future. A DAY IN THE LIFE In this role, you will… · Responsible to coordinate the closing of files assigned to you within a required timeline and coordination of all aspects involved with the finalizing of the closing process · Be responsible for preparation and accuracy and closing documents in accordance with state requirements and client instructions · Ensure company's two-hour turnaround time commitment to clients is met by monitoring and prioritizing work in progress reports · Review title commitment for clearance and to assure all items are counted for including but not limited to updating payoffs, taxes and HOA · Secure lender, seller and/or broker approval of loan closing documents · Confirm closing dates, location, documentation, and funds due at closing with borrowers WHO YOU ARE You possess … · Proven work experience within the real estate industry and/or a vendor management service company · Proven exceptional Customer Service · A working knowledge of real estate titles, deed preparation and closings · Excellent follow through and organizational skills · High energy and have a positive attitude · The ability to use and have advanced computer skills and are proficient in the Microsoft software products Responsibilities · Responsible for daily reports, schedules, funding, policies, rejected documents and any other assigned reports by managers · Responsible for preparation and accuracy and closing documents in accordance with state requirements and client instructions · Review title commitment to assure all items are accounted for including but not limited to updating payoffs, taxes and HOA , review effective date schedule within company policy guidelines · Engage lender, seller and/or broker approval of loan closing documents and provide requested docs · Address inquiries from client, seller, buyer, agents, internal staff and Asset Management Company professionally and in a timely manner · Maintain professional communication with team members, team leader, management, clients (internal & external) · Confirm closing dates, location, documentation, and funds due at closing with all parties · Ensure all funding conditions have been met in accordance with state and client instructions · Deed Preparation within client timelines and specifications · Cut checks to all payees and wire funds to the seller within client directed timelines · Confirm file set up with disbursements · Resolve post close issues in a timely manner, including lender, recording and policy rejects · Resolve rejected documents · Customer service · Attend and participate in bi-weekly team meetings, be on time and be prepared for these meetings · Perform all other duties as assigned Qualifications · High School diploma or equivalent required. · Practical work experience within real estate industry/and or a vendor management servicing company · Working knowledge of real estate titles, deed preparation and closing · Proven customer service skills · Must be able to use and have advanced computer skills and be proficient in the Microsoft software products We can recommend jobs specifically for you! Click here to get started.

Job Details Marion, IADescription Client Relations Specialist Now Hiring: Full-time for various shifts Do you thrive in a fast-paced work environment and enjoy working as part of a team? We are seeking highly motivated individuals with a strong work ethic to join us. LimoLink is a leader in the travel industry. For over 20 years we have provided corporate and aviation clients with a premium level solution for ground transportation. Ideal candidates will enjoy problem solving and working in a team environment. Remote work is an option after completing training program and meeting performance standards. LimoLink offers: Competitive pay with a set schedule and overtime opportunities. A full benefits package including health, dental, prescription, life insurance, paid sick time, 401(k) with company match, discounted MAC membership. Shift differential for evening shifts. 3 Weeks Paid Vacation per year. Client Relations Specialists interact with executive assistants, meeting planners, travel managers and private aviation schedulers to arrange ground transportation all around the world. Specialists will gather customer reservation details, manage reservation changes and cancellations, and coordinate passenger interactions with chauffeurs, to ensure a five-star service experience for our clients. These interactions will occur via phone, email, and web applications. Qualifications Candidates must possess: Basic computer experience and typing skills (MS Word, Excel, etc.) Ability to multi-task and think critically in a goal-oriented environment. Attention to detail Proven verbal and written communication skills Ability to create solid, long-lasting relationships with clients and co-workers

The Rapid Resolution Specialist is responsible for providing quality services and solutions to our clients while maintaining a high level of client satisfaction. You will be responsible for determining problem severity, performing basic remediation, and assigning service requests to appropriate resources. ESSENTIAL FUNCTIONS: Respond to client calls, client emails, system alerts and other correspondence in an appropriate and timely manner. Participate as a primary resource within the inbound calling contact center for Managed IT clients. Determine problem severity, establish priorities, and assign service request to the appropriate resource. Accurately and promptly log client problem information and create a service request. Provide prompt communications to clients (internal and external) on detailed status information and estimated resolution times for issues. Remediate support requests for move/add/change type work. Troubleshooting and remediate support requests for basic and intermediate break/fix type work. Verify systems and applications functionality to identify proper resources to assign for resolution. Verify and maintain client contact and database information. Participate in best practices and follow operations procedures to create efficiencies. Accurately maintain and comply with documentation and administrative procedures in a timely basis to include time entry process. Attend required company and departmental meetings. Act in accordance with Marco policies and procedures as set forth in the employee handbook. EDUCATION AND EXPERIENCE: High School diploma and two years of relevant experience or an Associate's degree; or equivalent combination of education and experience. Previous IT experience preferred. REQUIRED SKILLS: Proficiency with business collaboration tools including MS Office applications, Outlook and company specific programs. Solid customer service abilities including telephone skills. Excellent verbal and written communication with internal and external clients. Excellent organizational and time/task management skills with the ability to prioritize tasks and work within a defined timeline and to operate with changing priorities. Ability to gather and analyze information. Performs work with accuracy and thoroughness. Excellent follow through to see tasks through completion. Function collaboratively as part of a fast-paced, client orientated team. Pay Range: $19.94 - $29.92 hourly + bonus The pay range listed for this position is based on candidate's skill level, experience, relevant licenses, and educational background. For detailed information about our benefits, please visit our careers page at ************************* Location: This is a remote-eligible position, however, Marco Technologies requires employees to reside within one of the following states: DE, FL, IA, IL, IN, KY, MD, MI, MN, MO, ME, NE, ND, NJ, PA, RI, SD, TX, WI

Job DescriptionAbout Hello Sunshine Travels Hello Sunshine Travels is a rapidly growing travel business dedicated to empowering individuals to turn their passion for travel and cruising into a rewarding career. We provide comprehensive training, business tools, and ongoing mentorship to help our team members thrive as independent booking professionals We are seeking a motivated and detail-oriented Client Services Associate to join our remote team. This position involves supporting clients with cruise and vacation bookings, managing reservations, and delivering exceptional service throughout the travel experience. The ideal candidate has strong communication skills, a client-first mindset, and a genuine enthusiasm for travel and customer care.Key Responsibilities Handle client inquiries and provide expert guidance on cruise and travel options Manage bookings, payments, and travel documentation with accuracy and care Deliver excellent customer service and ensure a seamless client experience Collaborate with partners and vendors to coordinate travel details Maintain organized client records and assist with invoicing and reporting Qualifications 1+ year of experience in customer service, client relations, or hospitality (preferred) Strong communication and problem-solving skills Ability to multitask and manage multiple client interactions in a fast-paced environment High attention to detail and organizational ability Familiarity with travel or cruise booking systems a plus (training provided) Why Join Our Team Fully remote - work from anywhere Comprehensive training and mentorship provided Supportive, team-oriented environment Opportunities for professional growth and income advancement A chance to build your own business in the travel industry At Hello Sunshine Travels, we believe travel should not only be an adventure - it can also be your career.

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. **This is a Hybrid Position at our Tempe, AZ location & Fort Washington, PA location** Primary Function The Client Relations Specialist III is responsible for assisting the borrower and production sales team in the coordination of all functions related to the processing and closing of loans. Direct Reports N/A Principal Duties Serve as subject matter expert (SME) regarding company policies, procedures, and technology. Manages external business partners' status and internal business partners' multi-state pipeline. Serves as primary liaison between external/internal business partners and operations staff. Conducts daily review and follow-up with borrowers and vendors regarding outstanding items; gathers necessary documentation. Communicates to manager if unable to achieve a timeline or to resolve an error. Escalates any fraud files to Risk Management Leadership Team. Assists internal business partners with non-responsive clients and conflict resolution. Communicates to key stakeholders, including internal business partners and clients, on status/needs. Performs data entry to update all internal computer systems and loan files with notes regarding all actions that affect the loan process in accordance with company requirements. Reviews title reports, payoffs, appraisals, income documents, hazard insurance, and all supporting conditions for required standard compliance. Executes Review Approval Process. Coordinates scheduling of loan closings with internal business partner and closing agent. Attends regular pipelines meetings and system training updates. Performs related duties as assigned by management. This position is considered a non-loan originator position, meaning participants may not engage in activities of a loan originator, including: communicating directly with borrowers about credit qualification or loan terms, which includes pricing concessions or other transaction-specific terms or conditions. Education and Experience Requirements High school diploma or equivalent, required. Bachelor's degree, preferred. 5+ years processing experience in high volume mortgage setting. Experience with DU, DO, and LP systems. Knowledge, Skill, and Ability Requirements Knowledge of FHA and FNMA policies and guidelines. Knowledge of mortgage loan processing, compliance, investor products, and underwriting guidelines. Working knowledge of various fraud tools. While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. #MW1 A good faith estimate of the compensation is: 47,700.00 - 75,240.00 Compensation for this position may also include other elements, including medical, financial, various paid time off benefits, and a bonus based on individual and company performance, variable or annual. Placement within the range will be based on a variety of factors, including but not limited to, skills, experience, qualifications, location, etc. Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! Medical, dental, and vision insurance Health Savings Account with employer contribution 401(k) Retirement plan with employer match Paid Maternity Leave/Parental Bonding Leave Pet insurance Adoption Assistance Tuition reimbursement Employee Loan Program The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection

The Rapid Resolution Specialist is responsible for providing quality services and solutions to our clients while maintaining a high level of client satisfaction. You will be responsible for determining problem severity, performing basic remediation, and assigning service requests to appropriate resources. ESSENTIAL FUNCTIONS: Respond to client calls, client emails, system alerts and other correspondence in an appropriate and timely manner. Participate as a primary resource within the inbound calling contact center for Managed IT clients. Determine problem severity, establish priorities, and assign service request to the appropriate resource. Accurately and promptly log client problem information and create a service request. Provide prompt communications to clients (internal and external) on detailed status information and estimated resolution times for issues. Remediate support requests for move/add/change type work. Troubleshooting and remediate support requests for basic and intermediate break/fix type work. Verify systems and applications functionality to identify proper resources to assign for resolution. Verify and maintain client contact and database information. Participate in best practices and follow operations procedures to create efficiencies. Accurately maintain and comply with documentation and administrative procedures in a timely basis to include time entry process. Attend required company and departmental meetings. Act in accordance with Marco policies and procedures as set forth in the employee handbook. EDUCATION AND EXPERIENCE: High School diploma and two years of relevant experience or an Associate's degree; or equivalent combination of education and experience. Previous IT experience preferred. REQUIRED SKILLS: Proficiency with business collaboration tools including MS Office applications, Outlook and company specific programs. Solid customer service abilities including telephone skills. Excellent verbal and written communication with internal and external clients. Excellent organizational and time/task management skills with the ability to prioritize tasks and work within a defined timeline and to operate with changing priorities. Ability to gather and analyze information. Performs work with accuracy and thoroughness. Excellent follow through to see tasks through completion. Function collaboratively as part of a fast-paced, client orientated team. Pay Range: $19.94 - $29.92 hourly + bonus The pay range listed for this position is based on candidate's skill level, experience, relevant licenses, and educational background. For detailed information about our benefits, please visit our careers page at ************************* Location: This is a remote-eligible position, however, Marco Technologies requires employees to reside within one of the following states: DE, FL, IA, IL, IN, KY, MD, MI, MN, MO, ME, NE, ND, NJ, PA, RI, SD, TX, WI

OPOC.us (One Point of Care) is seeking a full-time HR Client Relations Professional to join the Centric team in our office located in Worthington, Ohio. We are looking for a positive, high-energy individual with a range of human resources experience and a demonstrated client focused background. You will be working in a team environment and have the well-developed skill set needed to maintain and enhance client relationships and drive business growth. The successful candidate will have exceptional interpersonal and communication skills, strong problem solving and decision-making abilities, and a working knowledge of multiple human resource disciplines, including compensation practices, payroll processes, employee relations, performance management, and federal and state respective employment laws. The Expertise and Skills You Bring • 3+ years of demonstrated HR or ASO experience, required. Bachelors degree, and SHRM-CP, or related Human Resources certification are highly desired. • Proven experience in a client-facing role, managing client relationships and driving customer satisfaction. • Ability to handle sensitive matters and information with tact, diplomacy, and confidentiality. • Flexibility to travel to client sites as needed. • Ability to function in a fast-paced environment, prioritizing tasks and pivoting focus when needed while remaining organized and efficient. • Service oriented and proactive, anticipating client needs and collaborating with your team to deliver our services and exceed client expectations. • Ability to utilize internal and external resources, tools, and information to fully support our clients and bring added value to those relationships. • Knowledge of Federal & State regulations, guidelines, and best practices. • Proficient in Outlook, Microsoft Word, Excel, and Power Point and HRIS technology systems. Compensation OPOC.us offers a competitive wage and benefits package, as well as the opportunity for incentives and growth for driven individuals. The compensation range is negotiable and will be based on your experience, education and certifications. Benefits • 401K with company matching. • Medical insurance • Dental insurance • Vision insurance • Company paid life insurance. • 8 paid holidays plus generous paid time off. • Company paid TelAssurance, a wellness benefit that offers unlimited telemedicine and a robust Rx program. • Onsite gym and health coaching • And most of all, the opportunity to grow and develop in a supportive and positive work environment! OUR GROWTH OPPORTUNITIES: At OPOC, we empower our employees to set their sights high and blaze their own trails. This is a place where your future success and growth are truly a result of your own efforts and achievements. Our teams are made up of motivated individuals who work hard to advance their careers. Join our team and see how hard work, loyalty, competitive spirit, and unwavering commitment to the customer can take you and your career to new places!

For this role, the new hire will be providing essential support to clients using NG Practice Management. They will be answering medical billing questions related to the software functionality and providing claims clearinghouse support. Additionally, the candidate will be required to work cross-functionally with internal teams to assist in addressing client needs. Software and/or technical support experience is preferred for this position. It is crucial that the candidates have hands-on experience with the NextGen EPM application. Experience in a medical office or familiarity with the medical billing process is highly desirable. Lastly, customer service experience is something we value greatly for this role. Collaborate with teams to develop strategy for client specific roadmap, product optimizations, new product implementation, and software upgrades, and change management. Assess current system workflows and configurations; identify opportunities for alignment with NextGen best practices and model build system. Develop departmental implementation tools and artifacts; scope and perform custom template and software programming utilizing software development best practices. Implement new software and upgrade the NextGen application suite. Deliver application-level support and expertise to clients during active implementation by conducting system configurations, testing, training, go live support, and post implementation issue resolution. Prepare, lead and execute presentations, training, and work sessions with a strong command of the audience both internally and externally. 25%-50% travel may be required, depending on client requirements and business needs. Flexible hours including weekend work may be required with advance notice. Perform other duties that support the overall objective of the position. Education Required: Bachelor's Degree. Or, any combination of education and experience which would provide the required qualifications for the position. Experience Required: 3-5 years' experience in relevant discipline such as: implementation and training, consulting, health care/private practice, or healthcare IT providing similar services/products. License/Certification Required: NextGen Certified Professional within 90 days of onboarding. Established NextGen Certified Professional is a plus. Knowledge, Skills & Abilities: Knowledge of: Healthcare IT software implementation and training. Software applications, workflows, system configuration, client training, and troubleshooting resolution best practices. Skill in: Building relationships; interpersonal, written, and visual communication; analytical, problem solving, detail oriented, troubleshooting, project & time management, and presentation skills. Ability to: Drive projects to a successful outcome both in a team environment and independently. Communicate, influence, establish trust, and demonstrate results with multiple stakeholder groups. Recognize and diffuse stressful situations. Quickly assess client sensitivities, communication style, and organizational culture and adapt project to ensure success. Be passionate about contributing to an organization focused on continuously improving client experiences. Ability to balance competing priorities and multiple projects in a fast-paced environment. The company has reviewed this to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the company reserves the right to change this job description and/or assign tasks for the employee to perform, as the company may deem appropriate. NextGen Healthcare is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Description: REAL ESTATE LOAN Customer Service Representative DO NOT APPLY IF YOU DO NOT HAVE SPECIFICALLY, REAL ESTATE LOAN SERVICE EXPERIENCE Company: Trophy Point Investment GroupPosition: REAL ESTATE LOAN Service Representative - Loan ServicesLocation: Remote (USA ONLY) Status Type: Full time 40 hours p/week ContractorCompensation: USA Contractor $20-25 p/hr Website: ****************************** Job Summary:Trophy Point is seeking a dedicated and detail-oriented REAL ESTATE LOAN Service Representative to join our team. This role is integral in managing inbound communication related to our loan services. The ideal candidate will have excellent communication skills, a strong understanding of loan products, and the ability to provide exceptional service to clients and prospective customers. This position offers an opportunity to engage with clients, answer inquiries, and resolve issues regarding loan products, applications, and processes. Key Responsibilities: Manage Inbound Communications: Answer phone calls, emails, and other forms of communication related to Trophy Point's loan services. Provide Accurate Information: Address inquiries from clients and prospective customers regarding loan products, terms, conditions, and application procedures. Assist with Loan Applications: Guide clients through the loan application process, explaining necessary documentation and next steps. Problem Solving: Assist clients with any issues or concerns regarding their loan accounts, payments, and transactions. Follow Up on Customer Inquiries: Ensure timely and effective follow-up on customer requests and questions. Document Client Interactions: Accurately record customer inquiries, issues, and resolutions in the company's CRM system. Collaborate with Loan Officers and Teams: Work closely with the loan services team to provide seamless customer service and escalate any complex issues. Maintain Product Knowledge: Stay up-to-date with the latest loan products, policies, and industry regulations. Adhere to Compliance Standards: Ensure all client interactions and services comply with company policies and regulatory requirements. Qualifications: Experience: Minimum of 1-2 years of loan service experience, preferably in loan services, banking, or financial services. Communication Skills: Strong verbal and written communication skills with the ability to explain complex loan terms and processes clearly. Technical Skills: Proficiency in Microsoft Office, CRM software, and phone systems. Problem Solving: Ability to handle customer concerns and resolve them efficiently. Attention to Detail: Meticulous in managing and recording customer inquiries and interactions. Customer-Centric: A passion for delivering excellent service and helping clients achieve their financial goals. Additional Skills: Familiarity with loan products (home loans, personal loans, etc.) is a plus. Ability to work independently and as part of a team in a fast-paced environment. Multitasking and organizational skills to manage various communication channels simultaneously. Bilingual candidates are encouraged to apply. Why Join Trophy Point: Be part of a premier private direct lender with a strong reputation in the real estate industry. Work with a dedicated and passionate team committed to excellence and integrity. Enjoy the flexibility and convenience of a remote working environment. Contribute to the successful completion of real estate investment projects and the effective management of draw disbursements. About Us: Trophy Point is a premier private direct lender providing flexible financing solutions for real estate professionals. Founded by West Point graduates, we uphold the highest standards of integrity and service. E04JI802mkr9407nn0l

The Commercial and Small Business Closing Coordinator III will be responsible for completing the due diligence for new loans and modifications, as well as facilitating the loan closing process by preparing closing documents or coordinating with external legal counsel. This position will effectively manage the loan from post customer acceptance through the closing to ensure outstanding customer satisfaction. Essential Functions * Order, review and analyze all required third-party vendor documents in relation to the collateral to be held on the loan * Thoroughly review and understand approved credit memos * Complete all due diligence associated with the satisfaction of loan approval conditions as established by Northwest policies and procedures, as well as customer identification requirements in a timely manner * Verify the loans have been approved by the appropriate level of authority * Manage the closing process through direct engagement with customer, lender, underwriter, attorney and/or title company. * Conduct review of all loan documentation to ensure all legal, credit, collateral, and regulatory requirements are included in the documentation. This may include a wide variety of real estate and commercial documents and contracts, leases, assignments, easement agreements, title reports, appraisals, surveys, mortgage loan documentation, entity formation documentation, partnership agreements and other real estate transaction documentation. * Manage title company process on originated loans including reviewing, analyzing title documents and encumbrances, surveys and parcel maps, leases, and purchase agreements. Communicate with the borrower to see that all title requirements are met at closing. Collateral may involve real estate in multiple counties and states. * Coordinate the post-closing Legal Review of all loan documents for accuracy and completeness. * *Ensure all original documents are scanned and uploaded to the system of record * * Compile vital documents for the creation of paper file to be housed in vault * * Original documents are received via inter-office, USPS or overnight services * * Coordinate any curative actions required by the independent Quality Control/Legal Review. * Ensure all documents to be recorded at county level are completed * * Record via E-File OR * * Send recording to county courthouse with appropriate recording payment * Verify all applicable fees have been collected from the borrower and loan proceeds disbursed according to schedule. * Send loan specific information to Loan Servicing for core system input and/or verification and maintenance. * May be engaged in portfolio management work as needed. * Ensure compliance with Northwest's policies and procedures, and Federal/State regulations * Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency * Work as part of a team * Work with on-site equipment Qualifications * Bachelor's Degree Business, Business Law, or Paralegal Program preferred * 2 - 3 years Commercial real estate lending preferred Or * 2 - 3 years Loan closing and documentation function in law firm preferred Or * 2 - 3 years Experience in title company closing commercial loans preferred This position can be performed remotely, unless you live within 40 miles of one of our Hub locations which are listed below. If you live within 40 miles of one of the locations listed below, you must be onsite Monday - Thursday with Friday as an optional work from home day. INDEPENDENCE, OH * 6480 Rockside Woods Blvd S Suite 345 Independence, OH 44131 COLUMBUS, OH * HQ 3 Easton Oval Columbus, OH 43219 BUFFALO, NY * 375 Essjay Road Suite 100 Buffalo, NY 14221 MOUNT JOY, PA * 101 East Main Street Mount Joy, PA 17552 WARREN, PA * 100 Liberty Street Warren, PA 16365 ERIE, PA * 800 State Street Erie, PA 16501 PITTSBURGH, PA * Bellevue 532 Lincoln Avenue Bellevue, PA 15202 * Pittsburgh Business Office 525 William Penn Place Suite 3550 Pittsburgh, PA 15222 FISHERS, IN * 11 Municipal Drive Suite 150 Fishers, IN 46037 #LI-MM1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Closing Coordinator We are in the business of home ownership and are looking for a Closing Coordinator who will find a career home with us. This non-exempt role is for someone who enjoys customer service and working in a fast-paced, team-centered environment as you will be responsible for collaborating with multiple parties to facilitate the closing process in a timely manner. What you will do As a Closing Coordinator, you are responsible for coordinating all aspects of finalizing the loan closing process. You will communicate with clients, borrowers, internal staff, and outside agencies to facilitate all closing issues in a timely manner, consistent with company-defined standards. Process and Quality Assurance Review Closing Instructions and prepare Closing Disclosure/ALTA Audit Loan Documents before closing for accuracy Coordinate closing with borrowers, agents and attorneys Confirm closings and work with clients borrowers to resolve any issues Pre-balance files for disbursement of funds Ensure compliance with federal, state, and client requirements through extreme attention-to-detail in preparation of closing documentation Data Analysis and Reporting Review and manage daily reporting and dashboards for CD prep, closings and disbursements Communicate and Collaborate Communicate openly and respectfully with clients, team members, and leaders Work with agents, attorneys, borrowers and lenders to confirm closing details Act as a liaison for borrowers, assisting with questions/concerns throughout process Manage and support lender relationships Additional duties, as assigned What you will bring High-school diploma or equivalent 1-5 years of experience within real estate or mortgage industry Working knowledge of real estate titles, deed preparation, and closings Strong customer service focus Clear verbal and written communication skills Ability to work in fast-paced environment and meet deadlines Strong attention to detail Self-motivated: ability to work with minimal supervision Capability to work both independently and as part of a team Problem-solving mindset with ability to multitask Proficiency with computers, including Microsoft Office If you have transferrable skills and feel like you would be a good fit, please don't hesitate to apply! What we offer Competitive payrates based on skills and experience Extensive benefits package: Medical, dental, vision, HSA, mental health programs, Employee Assistance Program, short term disability, voluntary insurance (LTD, auto, home, life, legal, pet, identify theft), employee discounts Rest and relaxation: Paid holidays and generous PTO based on tenure Community and Philanthropy: Paid volunteer time Paid Maternity and Parental Leave Contribute to your future: 401K plan and robust continuous learning opportunities Work Perks Program: Access to discounts that help save money in your daily life Is this the ideal location for you? Mortgage Connect is committed to offering a flexible work environment for this role. This is a remote role, meaning you have the flexibility to work from home. (Remote work is subject to Mortgage Connect's remote work policy and business needs.) Who we are Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with a multitude of services they need in connection with a loan. Our entrepreneurial mindset allows us to differentiate ourselves in the market through continuous improvement and innovation, as well as our diversified suite of product offerings. Our people are driven and committed to our cultural values we call “ The 5C's” : Connect, Collaborate, Communicate, Care, and Celebrate. We take these seriously and coming on board with us means you agree to adopt these values in your everyday work life with us. All onboarding employees will be required to complete a pre-employment background check and drug screening. We are an Equal Opportunity employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity or any other factor protected by applicable federal, state, or local laws. Mortgage Connect 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 ************************

At Exeter Finance, we are committed to helping customers find the right financing for their next vehicle purchase. By building strong relationships with our customers and network of dealer partners we are able to give options that make sense, getting customers behind the wheel of their car. Every team member is integral to our success. Whether you're at a servicing center helping customers with their loans, in the field building relationships with dealers, or supporting the company from its corporate offices, you'll enjoy a nurturing, invigorating and positive work environment. Our vision is to be a premier finance company and lender of choice known for its People, Performance and Service. Job Description Job Summary: Minimize losses by assisting with recovery efforts on accounts that are 5 to 80 days delinquent. Help customers with general inquiries such as daily interest accrual, payment schedules, and due date change requests. Utilize auto-dialing and manual calling strategies to connect with customers and arrange payment solutions. Job Duties: Contact customers via phone to collect overdue payments, discuss payment arrangements, and answer inquiries regarding account status, payment options, or collection actions. Ensure appropriate documentation of all customer interactions and account activities using collection software and systems. Review delinquent accounts to determine appropriate collection strategies, identify at-risk accounts, and escalate complex cases or disputes to senior staff or management as necessary. Monitor payment trends, proactively engage with customers showing signs of financial difficulty. Work to reduce delinquency while achieving individual and departmental performance goals such as collection targets and resolution rates. Collaborate with internal teams, including legal and customer service, to resolve issues and support best practices across the department. Ensure compliance with all legal and company guidelines, including adherence to the Fair Debt Collection Practices Act (FDCPA) and relevant regulations. Education and Work Experience: Education: High school diploma or equivalent Work Experience: 0-3 years relevant work experience Previous experience in collections, customer service, or a related field, with a demonstrated ability to manage delinquent accounts effectively. Strong negotiation skills with the ability to reach mutually beneficial payment agreements with customers. Advanced knowledge of collections processes, payment systems, and applicable laws and regulations related to collections. Excellent verbal and written communication skills, with the ability to clearly and professionally communicate with customers. Strong organizational skills, with the ability to manage a large portfolio of accounts and prioritize tasks effectively. Proficiency with collection software and systems, as well as basic office software such as MS Office. Ability to handle difficult or complex customer situations with professionalism, empathy, and problem-solving skills. Ability to work independently, with minimal supervision, while also being a collaborative team member. Strong attention to detail and the ability to document and track account status accurately. Goal-oriented, with a focus on meeting or exceeding individual and team performance targets. Ability to maintain composure in high-pressure situations and resolve customer disputes or complaints efficiently. #LI-Remote Exeter Finance LLC is an Equal Opportunity Employer. Individual compensation packages are based on various factors unique to each candidate including skill set, experience, qualifications and other job-related reasons. 18.25 USD-$22.00