Transactional specialist jobs near me - 598 jobs

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!

Presidio, Where Teamwork and Innovation Shape the Future AtPresidio, we're at the forefront of a global technology revolution, transforming industries throughcutting-edge digital solutions and next-generation AI. We empower businesses-and their customers-to achieve more through innovation, automation, and intelligent insights. The Role As a Cisco Specialist, Services and Subscription Management, your primary role is to drive revenue growth in Cisco service contract renewals through retaining existing clients, upselling to strategic premium offerings, expanding within existing customer base, and assisting in uncovering white space opportunities. This role is responsible for supporting Presidio's federal customer base through the lifecycle of an agreement including creating renewal quotes/proposals, participating in driving Services EA opportunities and true forwards, managing the data throughout the term, and processing renewal orders. The Cisco Specialist works directly with Account Executives, clients, and Cisco, as well as cooperatively with internal cross functional teams to ensure success of the renewals practice. Responsibilities include: Proactively manage customer Cisco renewals and timeline for assigned account base Review renewals for upsell opportunities, position new offers, create and present quotes/proposals Participate in joint Presidio/OEM strategy meetings relating to renewal (multi-year, transition to Enterprise Agreements and additional strategic programs) Participate in customer facing meetings to present offerings, address questions, and drive opportunities to closure Assist in the Services EA sales cycle by helping identify qualified target customers, building standard renewal comparison quotes as needed, working in EAMP to scope the CX proposal install base Work in tandem with EA Client Success Managers to prepare customers for Services EA True Forwards, validate inventory adds/removals, assist with budgetary estimates, and work with Cisco asset management teams as needed Maintain and reconcile end-user's Cisco contract inventory and proactively manage this process quarterly, annually, etc. Triage all Cisco services related questions and issues both internally and externally Work with regional management, account executives and cross functional teams to promote and develop the Cisco service practice with the goal of increasing attach rate, renewal rate, and Services EA adoption. Accurately forecast renewals pipeline in conjunction with Account Executives Collaborate with manufacturer reps to secure pricing, ensure timely renewals and accurate forecasting Periodically review contracts within account base for accuracy - maintaining clean, consolidated contracts and managing customer access Prepare and process orders utilizing internal tools Track orders to completion, escalate as required, and ensure accurate booking Prepare and deliver Quarterly Business Reviews to clients as required Required Skills and Professional Experience Proficient in Microsoft Excel and MS applications Strong written and verbal communication skills Ability to work independently and in a cross functional team environment Strong knowledge of Cisco services, contracts, and Enterprise Agreements Familiarity with Cisco asset/contract management systems (e.g., CCWR, EAMP) Knowledge of service lifecycle management and subscription models Preferred Skills and Professional Experience 3+ years' experience in a support agreement renewal role Experience with Cisco service contracts and CX EA's (renewals, subscriptions, Enterprise Agreements) Experience supporting federal government programs, contracts, or stakeholders preferred Direct customer-facing experience (presentations, QBRs, consultative selling) Ability to provide revenue growth through renewals and upsells Contract and order management experience (tracking, reconciliation, processing) Your future at Presidio JoiningPresidiomeans stepping into aculture of trailblazers-thinkers, builders, and collaborators-who push the boundaries of what's possible. With our expertise in AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world. Here,your impact is real.Whether you're harnessing the power of Generative AI, architecting resilientdigital ecosystems, or drivingdata-driven transformation, you'll be part of a team that is shaping the future. Ready to innovate? Let's redefine what's next-together. About Presidio At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio's expert technical team develops custom applications, provides managed services, enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information, visit ***************** ***** Applications will be accepted on a rolling basis. Presidio is an Equal Opportunity / Affirmative Action Employer / VEVRAA Federal Contractor. All qualified candidates will receive consideration for this position regardless of race, color, creed, religion, national origin, age, sex, citizenship, ethnicity, veteran status, marital status, disability, sexual orientation, gender identification or any other characteristic protected by applicable federal, state, and local statutes, regulations, and ordinances. To read more about discrimination protections under Federal Law, please visit: If you have any difficulty using our online system and need an accommodation in the job application process due to a disability, please send an email to for assistance. Presidio is a VEVRAA Federal Contractor requesting priority referrals of protected veterans for its openings. State Employment Services, please provide priority referrals to . Notice to Massachusetts Candidates: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Recruitment Agencies, Please Note: Presidio does not accept unsolicited agency resumes/CVs. Do not forward resumes/CVs to our careers email address, Presidio employees or any other means. Presidio is not responsible for any fees related to unsolicited resumes/CVs. #LM Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Gartner is looking foran Analystto provide research and advisory to global clients in the US, EMEA and beyond.The successful candidate will havedemonstratedexperience leveraging technology to transformfinancial reporting systemsacross record to reportprocesses.Theywill havea deep understanding of the challenges facing Controllers when it comes to transformingthe AP, AR and financial closeprocessanda keen sense of business, AI andautomation challenges facing CFOs and Corporate Controllers. Analystscreate must-have insights for our clients through published research and client interaction. You will meet with clients everyday: in a videoconference or from the stage at a Gartner event. In every client interaction and everyinsight,you produce, you will help clients solve difficult challenges that lead to better performance. Whatyou'lldo: You will serve as a subject matter expertfortransformingcontrollership processes,accounts payable, accounts receivable and the financial closeprocesses.You will guide clients in how totransformthese processesusing AI and automationtechniquesto not only drive processingefficiencybutdrive strategic outcomes for the office of the CFO. You will work with a collaborative team of highly experienced analysts to build authoritative research and advice that directly addresses the priorities and challenges of senior finance leaders. The focus is helping clients understand the impact of AI and automationtechnology on the controllership function and selecting the best fit vendors for their organization based on their specific use cases and needs. Deliver high quality advice through face-to-face and video-based presentation and discussion with clients. Remain ahead of the curve ondevelopmentand issues across accounting technologies and processesas well as applicable adjacent areassuch asfinance technology and transformation strategy. Who you are: To thrive in this role, it helps if you are obsessed with your area of expertise. Gartner analysts are correctly viewed as THE experts. This means you need to know your markets, vendors, trends, and process best practices, etc. Adept at writing insightful and actionable contenttobusiness leaders,that supports their strategic goals. Excellent collaborator with the ability to quickly build rapport and gain client trust. Confident presenter witha high levelof executive presence (prior experience with speaking engagements is a plus) Analytical thinker with the ability to process information quickly and make actionable recommendations. Willing to challenge conventional norms and views. Whatyou'llneed: 8+years of experience inleading accounting teamssupporting the recordto report processesin large multinationalorganisationswithdemonstratedexperience transforming the financial close/accounting processes. Strongknowledge in working with variousaccounting automation vendorsand technologies associated withfinancial accounting processes, including ERPs. Bachelor's degree in finance or accounting, CPA or equivalent certification preferred. Master's degree preferred. Ability to conduct occasion travel, regionally and globally. About the Gartner Finance Practice The Gartner Finance Practice is synonymous with frame-breaking research for CFO on initiatives including, but not limited to growth investment & cost structure, finance technology optimization, finance function strategy & org design, and planning, budget & forecasting. The team works with 1,500+ client organizations, spanning every major industryvertical, across the world. Our research helps CFOs and their direct leadership teams address their unique challenges by relying on original primary research, benchmarks,insightsand analysis delivered through an analyst & advisory model. Who are we? At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world. Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities. Since our founding in 1979, we've grown to 21,000 associates globally who support ~14,000 client enterprises in ~90 countries and territories. We do important, interesting and substantive work that matters. That's why we hire associates with the intellectual curiosity, energy and drive to want to make a difference. The bar is unapologetically high. So is the impact you can have here. What makes Gartner a great place to work? Our vast, virtually untapped market potential offers limitless opportunities - opportunities that may not even exist right now - for you to grow professionally and flourish personally. How far you go is driven by your passion and performance. We hire remarkable people who collaborate and win as a team. Together, our singular, unifying goal is to deliver results for our clients. Our teams are inclusive and composed of individuals from different geographies, cultures, religions, ethnicities, races, genders, sexual orientations, abilities and generations. We invest in great leaders who bring out the best in you and the company, enabling us to multiply our impact and results. This is why, year after year, we are recognized worldwide as a great place to work. What do we offer? Gartner offers world-class benefits, highly competitive compensation and disproportionate rewards for top performers. In our hybrid work environment, we provide the flexibility and support for you to thrive - working virtually when it's productive to do so and getting together with colleagues in a vibrant community that is purposeful, engaging and inspiring. Ready to grow your career with Gartner? Join us. Gartner believes in fair and equitable pay. A reasonable estimate of the base salary range for this role is 172,000 USD - 202,500 USD. Please note that actual salaries may vary within the range, or be above or below the range, based on factors including, but not limited to, education, training, experience, professional achievement, business need, and location. In addition to base salary, employees will participate in either an annual bonus plan based on company and individual performance, or a role-based, uncapped sales incentive plan. Our talent acquisition team will provide the specific opportunity on our bonus or incentive programs to eligible candidates. We also offer market leading benefit programs including generous PTO, a 401k match up to $7,200 per year, the opportunity to purchase company stock at a discount, and more. The policy of Gartner is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, ancestry, disability, veteran status, or any other legally protected status and to seek to advance the principles of equal employment opportunity. Gartner is committed to being an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the Company's career webpage as a result of your disability. You may request reasonable accommodations by calling Human Resources at or by sending an email . Job Requisition ID:104530 By submitting your information and application, you confirm that you have read and agree to the country or regional recruitment notice linked below applicable to your place of residence. Gartner Applicant Privacy Link: applicant-privacy-policy For efficient navigation through the application, please only use the back button within the application, not the back arrow within your browser.

Back 63d Associate Private Banker - Private Banking COL #31-8231 Columbus, Ohio, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Henderson Rd. OH. Market Columbus Work Hours per Week 37.5 Requirements Minimum of 2 years of private banking, retail banking management, consumer and/or commercial lending experience. Bachelor's degree in business, Finance or Accounting is preferred. Job Description Summary Responsible for providing full-service banking to high-net-worth individuals. Essential Function Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Essential Duties and Responsibilities Meet the credit and depository needs of high-net-worth customers. Call on current customers and prospects to develop new business by promoting bank services and products. Cross-sell all other retail products as well as personal trust, investment management, investment products, financial and estate planning services. Represent the bank in civic, community, and industry function to network and develop additional business. Keep informed of current economic and market conditions and legislation that may affect customer relationships and department banking activities. Assist experienced staff in managing existing book of business Licenses & Certifications Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Technical Skills Proficient in Microsoft Office products including Outlook, Word and PowerPoint. Ability to become proficient in various other systems. Other Skills and Abilities Working knowledge of commercial lending, consumer lending and retail services as it relates to loan policies, documentation, underwriting, and regulatory guidelines. Working knowledge of account opening policies and procedures. Understanding of regulatory guidelines. Working knowledge of the loan application and loan approval process. Working knowledge of credit analysis and lending functions. Knowledge of financial ratios and business principles. Knowledge of financial planning. Familiarity with fiduciary principles and prudent investing concepts. Basic knowledge of income, estate and gift tax principles. Candidate with ties to the area or knowledge of the local market (preferred). Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. Willingness to learn new skills under guidance of Private Banking team lead. Excellent team player. Willingness to provide a level of service which will clearly differentiate us from our competitors. Full-Time/Part-Time Full-time Area of Interest Wealth Management All Locations Columbus, Ohio, United States

We're looking for an Enterprise Solution Specialist, Project Execution to help expand our Enterprise customers' Procore platform to include our entire Project Execution Package and supporting products, and to ensure they drive the maximum value from them. In this role, you'll be the product champion for all of Procore's Project Execution products (Project Management, Quality & Safety, Bid Management, BIM, Prequalification, and Analytics) and serve as a subject matter expert. You will succeed in this role when the customer purchases and realizes business performance gains from their investment. You will literally be helping improve the lives of our construction customers by connecting them on a global platform. As a successful Solution Specialist, you'll help organizations understand best practices around Project Execution solutions and the many business benefits they can provide. You'll work in a highly collaborative, creative, and driven environment that values openness, optimism, and ownership. In this role, you'll leverage your consultative-mindset and knowledge of the construction industry and Procore's software platform to provide clients with important recommendations on how Preconstruction products will benefit their business performance. You'll partner closely cross-functionally with Sales, Customer Engineering, PS, Support, Product, and Marketing. Successful candidates are passionate about construction and technology. This position can be based at our headquarters in Carpinteria, CA, or Austin, TX office, but can also be remote. We're looking for candidates to join us immediately. What you'll do: Function as the Project Execution Subject Matter Expert for the account management teams you align with. Work with the Account team to identify PE cross-sell opportunities within our existing enterprise customer base. Partner with primary Account Manager and CSE on account strategy and product enablement to effectively position and sell our PE product suite, ultimately driving customer attaches to achieve product-specific ARR targets. Provide periodic updates to our customers on product capabilities, benefits/use cases, and how that translates into customer value. Master the product roadmap of our PE product suite and act as an expert in the evolving state of our platform Provide visibility into PE performance, forecasts, and attach rates to help sales leadership build a plan for their ARR targets. Pursue and increase knowledge of key competitors to ensure our value proposition is effectively communicated to customers. Act as an owner of your book of business, driving revenue growth and customer expansion What we're looking for: BA/BS or equivalent experience preferred 8+ years of demonstrated successful software sales, preferably B2B Background in the construction industry (can be through selling into it), and understanding of construction jobsite activities and process Experience using a consultative, solution-based sales methodology desired. Selling based on the outcomes of a platform is preferable to transactional based sales Proven record of success in an inside sales and or outside sales-based selling model and capacity to work in a fast-paced sales environment Proven ability to communicate effectively via telephone and email with customers and ability to develop trusted relationships Ability to work cross functionally and sell as a team Proficiency with Microsoft Office products and online collaboration tools, as well as Experience with CRM and opportunity management systems, preferably Salesforce.com Proven ability to develop and manage pipeline and forecasting Additional Information Base Pay Range: 131,040.00 - 180,180.00 USD Annual On Target Earning Range: 218,400.00 - 300,300.00 USD Annual This role may also eligible for Equity Compensation. Procore is committed to offering competitive, fair, and commensurate compensation, and has provided an estimated pay range for this role. Actual compensation will be based on a candidate's job-related skills, experience, education or training, and location. For Los Angeles County (unincorporated) Candidates: Procore will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable federal, state, and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the California Fair Chance Act. A criminal history may have a direct, adverse, and negative relationship on the following job duties, potentially resulting in the withdrawal of the conditional offer of employment: 1. appropriately managing, accessing, and handling confidential information including proprietary and trade secret information, as well as accessing Procore's information technology systems and platforms; 2. interacting with and occasionally having unsupervised contact with internal/external customers, stakeholders, and/or colleagues; and 3. exercising sound judgment.

Are you interested in a rewarding career opportunity where you will be an advocate for older Pennsylvanians? The Pennsylvania Department of Aging (PDA), Bureau of Protective Services is eager to welcome an Aging Services Specialist as a vital member to our dedicated staff of professionals. Your diligence in this role will ensure that quality protective services are consistently available to older adults across the commonwealth. Join us in our mission to promote independence, purpose, and well-being in the lives of older adults and apply today! DESCRIPTION OF WORK An Aging Services Specialist is a principal liaison between the Pennsylvania Department of Aging (PDA) and the Area Agencies on Aging (AAAs) regarding the administration and implementation of Pennsylvania's Older Adults Protective Services Act (OAPSA). This professional provides technical assistance and guidance to Area Agency on Aging (AAA) policies and procedures and resolves non-compliance issues identified during monitoring reviews. Collaboration with PDA's Bureau of Quality Assurance to deliver technical assistance and training ensures compliance and accurate data collection in PDA's protective services electronic database system. Additional duties to include but not limited to: Review and respond to protective services inquiries and complaints from a variety of sources Develop, implement and review policy, procedure and/or regulations regarding protective services and/or guardianship program areas Manage the training contract to ensure all deliverables are timely and effectively met Search and apply for grants and other funding opportunities that involve protective services and associated grants and projects Assist with grant and contract planning, oversight and management including preparing, submitting, managing deliverables to ensure all steps are completed timely and in accordance with budget and submission of required reports and deadlines Interested in learning more? Additional details regarding this position can be found in the position description. Work Schedule and Additional Information: Full-time employment Work hours are 8:00 AM to 4:30 PM, Monday - Friday, with 60-minute lunch. Telework: You may have the opportunity to work from home (telework) part-time. You will be required to report to the headquarters office in Harrisburg when needed. In order to telework, you must have a securely configured high-speed internet connection and work from an approved location inside Pennsylvania. If you are unable to telework, you will have the option to report to the headquarters office in Harrisburg. The ability to telework is subject to change at any time. Additional details may be provided during the interview. Salary: In some cases, the starting salary may be non-negotiable. You will receive further communication regarding this position via email. Check your email, including spam/junk folders, for these notices. REQUIRED EXPERIENCE, TRAINING & ELIGIBILITY QUALIFICATIONS Minimum Experience and Training Requirements: Two years of professional experience in a human services program conducting human services related research or providing social services to clients, and a bachelor's degree; or An equivalent combination of experience and training. Other Requirements: You must meet the PA residency requirement. For more information on ways to meet PA residency requirements, follow the link and click on Residency. You must be able to perform essential job functions. How to Apply: Resumes, cover letters, and similar documents will not be reviewed, and the information contained therein will not be considered for the purposes of determining your eligibility for the position. Information to support your eligibility for the position must be provided on the application (i.e., relevant, detailed experience/education). If you are claiming education in your answers to the supplemental application questions, you must attach a copy of your college transcripts for your claim to be accepted toward meeting the minimum requirements. Unofficial transcripts are acceptable. Your application must be submitted by the posting closing date . Late applications and other required materials will not be accepted. Failure to comply with the above application requirements may eliminate you from consideration for this position. Veterans: Pennsylvania law (51 Pa. C.S. *7103) provides employment preference for qualified veterans for appointment to many state and local government jobs. To learn more about employment preferences for veterans, go to ************************************************ and click on Veterans. Telecommunications Relay Service (TRS): 711 (hearing and speech disabilities or other individuals). If you are contacted for an interview and need accommodations due to a disability, please discuss your request for accommodations with the interviewer in advance of your interview date. The Commonwealth is an equal employment opportunity employer and is committed to a diverse workforce. The Commonwealth values inclusion as we seek to recruit, develop, and retain the most qualified people to serve the citizens of Pennsylvania. The Commonwealth does not discriminate on the basis of race, color, religious creed, ancestry, union membership, age, gender, sexual orientation, gender identity or expression, national origin, AIDS or HIV status, disability, or any other categories protected by applicable federal or state law. All diverse candidates are encouraged to apply. EXAMINATION INFORMATION Completing the application, including all supplemental questions, serves as your exam for this position. No additional exam is required at a test center (also referred to as a written exam). Your score is based on the detailed information you provide on your application and in response to the supplemental questions. Your score is valid for this specific posting only. You must provide complete and accurate information or: your score may be lower than deserved. you may be disqualified. You may only apply/test once for this posting. Your results will be provided via email.

This position is posted by Jobgether on behalf of a partner company. We are currently looking for an AML Transaction Monitoring Specialist in United States.The AML Transaction Monitoring Specialist will play a critical role in safeguarding financial operations across both fiat and digital asset environments. This position focuses on leading transaction monitoring efforts, identifying suspicious activity, and ensuring compliance with AML regulations in a fast-paced, blockchain-enabled financial ecosystem. You will work closely with cross-functional teams to optimize monitoring systems, conduct forensic investigations, and maintain high standards of regulatory reporting. The role requires expertise in blockchain analytics, financial crime investigations, and a deep understanding of regulatory requirements. This position offers the opportunity to influence compliance frameworks in a cutting-edge fintech environment while contributing to the integrity and security of a growing digital financial network.Accountabilities: Lead end-to-end investigation of transaction monitoring alerts, ensuring thorough analysis and proper documentation. Draft and file Suspicious Activity Reports (SARs) with regulatory bodies independently. Continuously test, tune, and calibrate monitoring rules and thresholds to optimize detection and reduce false positives. Conduct blockchain forensic investigations to identify suspicious wallet activity and network exposure. Establish and maintain investigative standards, escalation protocols, and internal procedures for compliance audits and regulatory exams. Collaborate with internal stakeholders to enhance transaction monitoring systems, alert quality, and workflow automation. Produce and maintain key metrics and reports for senior management and risk assessments. Requirements: 5-7+ years of experience in BSA/AML compliance and financial crime investigations, preferably in regulated financial institutions or high-growth fintech environments. Bachelor's degree in Finance, Business, Law, or a related field. Professional certification such as ACAMS, CFCS, or equivalent. Expertise with blockchain analytics tools (e.g., Chainalysis, TRM Labs, Elliptic) and case management platforms. Strong knowledge of U.S. and international AML regulations, sanctions compliance (OFAC), and CDD/EDD procedures. Exceptional analytical and investigative skills, with the ability to communicate complex findings clearly in written reports. Detail-oriented, self-motivated, and able to work effectively in a remote, fast-paced environment. Benefits: Competitive salary range: $150,000-$165,000 USD annually. Comprehensive benefits package including healthcare, dental, and vision coverage. Fully remote work environment (EST timezone preferred). Opportunity to work in a pioneering fintech environment at the intersection of digital assets and compliance. Collaborative, mission-driven team with exposure to cutting-edge blockchain technologies. Professional growth opportunities in AML, financial crime, and digital asset compliance domains. Why Apply Through Jobgether?We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1

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 and make a real impact in a creative, dynamic environment where innovation meets opportunity. Be part of a team that delivers essential services to our customers every day. As a Transactions Specialist I at Chase, you will focus on achieving business goals by offering options and identifying solutions to support our customers. Job Responsibilities Utilize Pitney Bowes and Bell and Howell high-speed insertion equipment daily to process statements and letters. Validate material quality and output quality continuously. Accurately reconcile input and output using basic math. Required qualifications, capabilities, and skills: Ability to lift 40-70lbs and deliver 200lb supplies utilizing industrial pull/push carts Must be able to work overtime as needed, along with Holidays and Weekends Must be able to stand/walk for an 8 to 10 hours shift Must be able to meet and maintain Quality and Productivity standards Must be able to adapt to a change in the work environment, included, but not limited to: daily directives from leadership, changes to standard operation procedures, and new technology Must be team-oriented, with solid interpersonal skills, able to maintain daily positive internal and external interactions, building upon team-driven success Able to prioritize assigned work daily based on client Service Level Agreement, willing to participate and maintain departmental work area maintenance Preferred qualifications, capabilities, and skills Experience in mail distribution or transaction processing Familiarity with industrial equipment and technology integration Previous experience in a fast-paced, client-focused environment Demonstrated ability to support multiple lines of business Work Schedule: Monday - Friday; 11:00PM - 7:30AM Candidates must be willing and able to work schedules during our operating hours, which may include evenings, holidays, and weekends. 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.

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 III within JPMorganChase, you will play a crucial role in managing customer accounts and handling inquiries and requests. Your work will involve processing, clearing, servicing, researching, and settling transactions, ensuring the smooth operation of our financial services. You will be expected to apply your broad knowledge of transaction management protocols and processes and use your developing skills in areas such as artificial intelligence, automation, and data & tech literacy to enhance our services. Your ability to coach and manage conflicts will be key in maintaining a positive work environment and ensuring customer satisfaction. While your work will be guided by established procedures, your developing strategic thinking and innovation skills will be valuable in contributing to solutions for new issues. **Job responsibilities** + Process, clear, service, research, and settle transactions in accordance with established procedures, using your developing knowledge of automation and artificial intelligence + Handle customer inquiries and requests, such as balance inquiries and account maintenance, ensuring a positive customer experience at all touchpoints + Contribute to the resolution of new issues by applying your developing strategic thinking and innovation skills, within the limits of standard policies and procedures + Assist in the training of new employees, leveraging your developing coaching and mentoring skills to facilitate their growth and development + Participate in projects aimed at enhancing the customer experience, using your developing market product knowledge and data & tech literacy skills to offer continuous insight and drive impact **Required qualifications, capabilities, and skills** + Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions + Demonstrated ability to handle customer inquiries and requests, with a focus on maintaining a positive customer experience at all touchpoints + Experience with automation and artificial intelligence tools and techniques, with a focus on their application in transaction management + Developing skills in coaching and conflict management, with the ability to assist in the training of new employees and contribute to a positive work environment + Developing skills in strategic thinking and innovation, with the ability to contribute to solutions for new issues within the limits of standard policies and procedures + High school diploma or GED required **Preferred qualifications, skills, and capabilities** + Familiarity or developing knowledge of automation and process optimization tools or technologies. Schedule: Tuesday - Saturday, 1: 30 pm EST to 10:00 pm EST 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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Under minimal supervision, this position is responsible for the Henry Ford Health System's (HFHS) transaction flow processes, including effective design of the insurance recovery and patient pay workflows, research and identification of root causes resulting in edits and denials, development of error prevention initiatives, and coordination with CBO staff, HFHS business units, and internal customers to drive performance improvement. EDUCATION/EXPERIENCE REQUIRED: * High school degree or equivalent. * Associate's degree or equivalent years of college education, preferred. * Two (2) years of experience within healthcare revenue cycle. * One (1) year of healthcare accounts receivable billing. One (1) year of experience with resolving insurance payer denials. * Experience with both technical (UB) and professional (1500) billing, preferred. * Experience with billing and follow up of variety of insurance payers, preferred. * Experience at a large, complex, integrated healthcare organization, preferred. * Experience with patient billing, patient accounting and other related applications, preferred. Experience with EPIC Patient Accounting System, preferred. * Ability to communicate effectively with colleagues, supervisors, and managers. * Strong organizational and time management skills required to effectively prioritize workflow to meet third party requirements. * Ability to work independently. * Ability to understand and lead change. * Knowledge of Medical terminology, preferred. Ability to analyze data and identify opportunities. Additional Information * Organization: Corporate Services * Department: CBO - Transaction Flow * Shift: Day Job * Union Code: Not Applicable

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.

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

OppFi is a leading tech-enabled digital finance platform that works with banks to provide financial products and services for everyday Americans. Through a transparent and responsible platform, which includes financial inclusion and excellent customer experience, the Company supports consumers who are turned away by mainstream options to build better financial health. We are a team of caring, innovative, and inclusive individuals who thrive in being immersed in diverse talents, expertise, perspectives, and backgrounds. Our employees approach every new challenge with an unparalleled ability to see what could be rather than settle for what is. Our business principles guide us and create an open and collaborative culture where we improve 1% every day, and the best ideas always win! We welcome individuals who want to make an impact in the financial system by facilitating credit access, expanding financial inclusion, promoting financial health, and delivering exceptional customer service. A few other fun facts about us. OppFi is one of the top consumer-rated financial platforms online, maintaining a 4.5/5.0-star rating on Trustpilot. We are a 2025 Crain's Fast 50™ company and were named on Built In's 2025 Best Places to Work in Chicago. About the job: The Bank Partnerships Associate will support OppFi in the daily management of 1 or more important bank partners, working with all senior leadership and reporting to the Director of Business Operations. What you get to do: Build product knowledge around OppFi's platform and bank-partner specific implementations Collaborate closely with internal stakeholders, including the Product, Credit, Marketing, Legal, and Compliance teams to manage all bank-related activities, such as technology change requests, vendor approvals, and marketing content review. Drive and champion continuous improvement in partnership operations by focusing on establishing clear review timing and accountability to deadlines, optimizing reporting approaches, and improving cycle-time efficiencies in collaboration with bank partners and internal teams. Surface relationship or compliance concerns to management based on feedback from partners Monitor and track issue resolutions stemming from audits, testing and monitoring and product technical defects Provide support for ongoing bank partner planning and ensure readiness for audits. What you will bring to the team: Solution-Oriented Critical Thinker who can analyze complex problems, synthesize information, and propose thoughtful, viable solutions. Strong Ownership and Reliability demonstrated by taking full responsibility for partner outcomes and consistently meeting commitments, deadlines, and communication expectations. Proactive and Process Improvement Minded: able to anticipate partner needs, internal bottlenecks, and potential risks, while constantly seeking opportunities to optimize existing workflows for greater efficiency and compliance. Outstanding Communicator and Relationship Builder who can articulate complex operational and compliance issues clearly and concisely, and cultivate strong rapport with both internal cross-functional teams and external bank partners at all levels of seniority. Proven ability to manage team dynamics and interact professionally with individuals across various levels of seniority and working styles. Experience excelling in a remote work environment The willingness to take on new tasks and broaden the scope of responsibilities Knowledge about or experience with JIRA, Smartsheet, Monday.com, Slack and Trello Bachelor's degree 2+ years of prior work experience in FinTech or financial services with a focus on technology Reports to: Bank Partnership Lead Job Level: Associate Total Rewards and Benefits: At OppFi, we are committed to fostering a fair and equitable workplace. The compensation range for this role reflects our good faith compensation estimate for this position. Final offers are determined based on a myriad of factors including, but not limited to experience, skills, qualifications, and other relevant business considerations. Candidates are encouraged to discuss compensation expectations during the hiring process. In addition to base pay, the total compensation package includes eligibility and potential for performance-based bonuses and equity grants dependent upon the role and job level. OppFi offers a flexible, remote environment, 401(k) matching program, and generous paid time off. Other benefits include medical, dental, and vision coverage, and tuition reimbursement. Additional benefits include DoorDash DashPass, Figo pet insurance, Rocket Lawyer, and access to LinkedIn Learning. OppFi also offers Fringe, a lifestyle benefits platform that allows employees to decide how to spend rewards from dozens of vendors like Uber, DoorDash, and UrbanSitter. #LI-Remote Compensation Range:$59,200-$88,800 USD EEO Statement: OppFi is an equal opportunity employer and does not discriminate based on any actual or perceived legally recognized protected bases under local, state, federal law, or regulations. Our goal as a company is to build an equitable workplace that actively works to dismantle systems of oppression in our processes, procedures, and interactions. We aim to help our employees thrive where they work and beyond. Check out our Culture page here. As part of OppFi's commitment to providing equal opportunity to qualified individuals, OppFi will ensure that persons with disabilities are provided reasonable accommodation as defined by applicable laws and organizational policies. If reasonable accommodation is needed to participate in the job application or interview processes or job requirements, please contact our People Team at ********************. Pursuant to the requirements of the California Consumer Privacy Act, OppFi is providing the "OppFi California Employee Privacy Policy", which details the categories of personal information collected and your rights under the policy. If you are a California resident, please review the policy here: ******************************* The information in this document is for general informational purposes only. It is not intended to be an all-inclusive list or description of the organization and its requirements for positions and employees. OppFi reserves the right to modify or change the information on this document at its discretion.

Here at Lower, we believe homeownership is the key to building wealth, and we're making it easier and more accessible than ever. As a mission-driven fintech, we simplify the home-buying process through cutting-edge technology and a seamless customer experience. With tens of billions in funded home loans and top ratings on Trustpilot (4.8), Google (4.9), and Zillow (4.9), we're a leader in the industry. But what truly sets us apart? Our people. Join us and be part of something bigger. Job Description: A Post Closer is responsible for finalizing the mortgage process after the loan has closed. They ensure that all documents are accurate, complete, and compliant with regulatory standards. They will coordinate all the steps of post-closing, to insure a quality loan delivery and purchased by investors. What you'll do: Review closed loan files for accuracy, completeness, and compliance with investor and regulatory requirements. Identify, research, and resolve investor suspense items to ensure timely purchase of loans. Maintain detailed records of suspense resolution activities and communicate status updates to management. Oversee compliance with investor policies to mitigate any suspense items preventing purchase. Who you are: Minimum 2 years of experience in a post-closing role working with investor conditions Strong knowledge of investor guidelines and secondary market requirements. Proven ability to mitigate suspense items and ensure timely loan purchases. Detail-oriented with excellent organizational and problem-solving skills. Effective communicator with ability to work cross-functionally. Strong computer skills and proficiency with loan industry software, in addition to a working knowledge of Microsoft Office. Encompass experience is a must. Why you'll love it: Ability to make meaningful connections across the company and industry. You will have a direct impact on the growth at Lower and the team members that join the organization. Ability to work independently and alongside a great team with a common mission. When you join: You'll be surrounded by talented, dedicated people who believe in the company's mission. You'll join a locally and nationally recognized best place to work that values promotion from within. There is opportunity for professional growth and development. What you'll get: Extended benefit offerings including medical/dental/vision, life insurance short- and long-term disability, and parental leave Paid holidays and paid time off 401K with company match Discounts on home mortgage refinances or purchase Lower provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Privacy Policy

Associate Bank Recruiter (1099) - Remote (Rockport, TX) - Job # 3433b Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & San Antonio, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position The Symicor Group (a bank-only recruiting firm comprised of former bankers) is seeking an experienced Recruiter with a demonstrated ability to call back and work with candidates who have applied for a bank position. The incumbent will act as a subject matter expert to gain the trust and respect of candidates and bank clients. You will interview bank candidates and prepare successful candidates for submission to our client banks across the nation. This individual will work with recruiters, senior management, hiring managers, and local Human Resources staff to develop and execute sourcing plans based on business needs. Recruiter responsibilities include: Scan current bank clients' list of job openings and match them to Symicor Group's over 14,000 bankers across the U.S. Screening and identifying talent through Symicor Group provided passive and active sources including postings, social networking, internet research, etc. Convey and leverage your banking knowledge to Symicor Group candidates Effectively promoting The Symicor Group brand across numerous markets and professional communities. Acting as primary communication point with candidates from initial contact point to interview. Who Are You? You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Five or more years of experience in Banking Recruiting experience in a financial institution. Proven experience building and maintaining pipelines. Knowledge of Bullhorn ATS System a plus! Persuasive interviewer who has practice in various interview techniques. Creativity and resourcefulness to identify and leverage the resources, information, and assistance needed to solve client problems. Strong and proven long-term relationship builder with proven sales ability and influencing skills. Strong knowledge of banking positions and skills required across various job families. Proficient with MS Office, Outlook, web-based recruiting systems, internet tools, and direct sourcing methods. General knowledge of recruitment policies and practices. Knowledge of applicable Employment Laws including Diversity Legislation, FLSA, VEVRAA, etc. The next step is yours. Email us your current resume along with the position you are considering to: ************************

As a Closing Coordinator, you will interact and correspond with all parties and agents throughout the settlement process. About the role Interact and correspond with all parties and agents throughout the settlement process. Work closely with agents, buyers, sellers and all necessary third parties to obtain all information needed for settlement. Ensure that the process stays organized and stay in touch with involved parties Provide quotes and explanations about the settlement process and title insurance to potential customers Use your strong customer service background and title and/or real estate knowledge to be able to deliver a great customer experience, and guide clients and agents through every step of the process. About you Minimum Qualifications A strong customer service background Strong written and verbal communication skills 1+ years of experience in the Title and Escrow industry is highly preferred, particularly in a customer-facing position. Preferred Qualifications Qualia and Tableau knowledge Attention to detail and the ability to be organized in a fast-paced environment What you'll get Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We've got your back. Check out our full list of Benefits and Perks. About us Rocket Close is a leading national provider of title insurance, property valuations and settlement services. Here, you'll be given all the resources and support needed to deliver innovative solutions and in turn, your hard work will be rewarded with a competitive compensation package and an array of other amazing benefits. Apply today to join a team that offers career growth, amazing benefits and the chance to work with leading industry professionals. This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the company at any time. Decisions related to employment are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. The company provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws. Applicants requiring reasonable accommodations in completing the application and/or participating in the application process should contact a member of the Human Resources team, at ****************** . Illinois, Maryland, Minnesota, Massachusetts, Colorado, New York City, New Jersey, Jersey City, California, D.C and Washington Candidates only: the compensation for this position is $26.45-$50.66. The position may also be eligible for an annual bonus, incentives, and other employment-related benefits including, but not limited to, medical, dental, and vision benefits, 401K retirement plan, and paid-time off. More information regarding these benefits and others can be found here . The information regarding compensation and other benefits included in this paragraph is only an estimate and is subject to revision from time to time as the Company, in its sole and exclusive discretion, deems appropriate. The Company may determine during its review of the proposed compensation and benefits provided for this position, that the compensation and benefits for such position should be reduced. In no event will the Company reduce the compensation for the position to a level below the applicable jurisdictional minimum wage rate for the position. Los Angeles County and San Francisco Candidates only: qualified applicants with arrest or conviction records will be considered for employment per the Fair Chance Ordinance and the California Fair Chance Act.

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. E04JI802mkr94089lej

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. 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