Client Experience Specialist (100%Remote - Chicago Area Preferred)
Chicago, IL jobs
Job Description for Client Experience Specialist (100% Remote - Chicago Area Preferred):
👉 Do you thrive on creating positive experiences and solving problems for others?
We're hiring a Client Experience Coordinator to support our franchise owners by building strong relationships, coordinating with internal teams, and helping deliver solutions that make an impact.
About the Role
We're looking for a Client Experience Specialist who enjoys variety, thrives in a collaborative environment, and takes pride in helping others succeed 🌟. In this role, you'll build trusted relationships with our franchise owners while also working closely with colleagues across marketing, training, and operations.
Some days you'll be connecting with franchise owners, understanding their needs, and coordinating support. Other days you'll be reviewing a marketing initiative for relevance, helping organize a training session, or assisting with an operational rollout. You'll never be expected to know it all, you'll always have expert teammates to lean on, but over time, you'll grow your expertise so you can guide franchisees directly with confidence.
This role is ideal for someone with excellent people skills, strong organizational instincts, and the ability to juggle multiple priorities while keeping a positive, solutions-oriented mindset.
What You'll Do:
Serve as a trusted point of contact for franchise owners, building strong relationships
Champion and coordinate requests with internal marketing, training, and operations teams
Provide responsive, empathetic support and follow-through on client needs
Contribute to projects such as training programs, marketing reviews, and process improvements
Deepen your knowledge of our systems and processes to provide more direct guidance over time
What We're Looking For:
Friendly and empathetic with strong people and communication skills
Natural leader with a drive to grow professionally and personally
Quick learner, organized, and persistent in getting things done
3+ years of Experience collaborating with cross-functional teams (marketing, training, or operations)
Why WIN
100% remote role (Chicago-area candidates preferred)
Collaborative, inclusive culture built on respect and growth
Health, dental, vision insurance + PTO + 401(k) match
Career development and advancement opportunities
A team that values working hard, having fun, and celebrating success together
Auto-ApplyClient Connection Specialist - Real Estate
Durango, CO jobs
Job Description
Love Connecting with People
If you are a licensed real estate agent or currently working toward your license and you enjoy meaningful conversations, problem-solving, and helping people move forward, this role could be exactly what you are looking for.
At Colorado Property Group of RE MAX Pinnacle, we are hiring a Licensed Client Connection Specialist to join our collaborative and high-performing team. This role centers on connection. You will build trust, follow up with purpose, and guide motivated buyers and sellers toward their next step. All of this happens without spending weekends at open houses or driving from appointment to appointment.
You will be part of a team that values teamwork, growth, and shared success. We provide the structure, tools, training, and mentorship needed to thrive in a role where your communication skills truly matter.
What We Offer
A steady flow of quality leads supported by a proven follow-up system
A culture that encourages collaboration and celebrates shared wins
Ongoing training, professional coaching, and dedicated mentorship
A hybrid schedule with some in-office time required
Base pay plus performance bonuses with clear expectations and opportunities for growth
If you are ready for a position where every conversation helps someone move closer to their goal and builds momentum for your own success, we invite you to apply.
Compensation:
$50,000 - $100,000 per year
Responsibilities:
What You'll Be Doing:
Making outbound calls to new leads and past clients
Following up consistently with warm prospects
Asking the right questions to understand the client's needs and motivation
Setting qualified appointments for our field agents
Keeping our CRM updated with notes, next steps, and lead statuses
Attending regular check-ins and coaching sessions to stay sharp and supported
Qualifications:
This Might Be a Great Fit If:
You have your Colorado real estate license or are willing to obtain one (required)
You're confident on the phone and love a good conversation
You're motivated by goals but also value teamwork and collaboration
You're naturally curious and like getting to the “why” behind a client's move
You're organized, detail-oriented, and comfortable using tools like CRMs
You want a clear path to grow
About Company
If you're tired of feeling alone in your real estate business and are ready to embrace a more collaborative, supportive, and growth-focused environment, we invite you to join our dynamic team. Take the leap toward a fulfilling career where your talents are valued and your dreams can become a reality.
At our agency, we foster a culture of Contribution, Collaboration, Accountability, and Innovation. We value big-picture thinkers, creative problem-solvers, and career-minded individuals who are self-starters. We understand your frustration and firmly believe in your potential, which is why we provide the direction and support you need to flourish.
One of the key advantages of joining our team is having a reputable brand behind you, ignited by the international power that only RE/MAX can bring. We are proud to support our agents and our staff at a bigger level, offering you the recognition and resources to elevate your career.
CRE Client Specialist II
Greensboro, NC jobs
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Sales Support
1. Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc.
2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress.
3. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team.
Service Support
4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc.
6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed.
Loan Support
7. Assist bankers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the banker in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions.
8. Assist bankers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the banker.
QUALIFICATIONS
Required Qualifications:
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 the essential functions.
1. High School diploma, or equivalent education and related training
2. Five years of related experience, preferably within financial services
3. Two years of experience in a CCS role, or similar
4. Demonstrated ability to identify, analyze and resolve issues independently
5. Advanced knowledge of related systems and processes
6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts
7. Good organizational skills
8. Ability to complete all core courses outlined in the CCS training curriculum
9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc.
Preferred Qualifications:
1. Associate's degree in related field
2. Possess working product knowledge of bank services and Financial Services Industry
3. Possess math aptitude with ability to grasp general accounting and financial concepts
4. Possess working knowledge of excel and/or reporting applications
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
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CRE Client Specialist II
Greensboro, NC jobs
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf)
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Sales Support
1. Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc.
2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress.
3. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team.
Service Support
4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc.
6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed.
Loan Support
7. Assist bankers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the banker in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions.
8. Assist bankers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the banker.
QUALIFICATIONS
Required Qualifications:
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 the essential functions.
1. High School diploma, or equivalent education and related training
2. Five years of related experience, preferably within financial services
3. Two years of experience in a CCS role, or similar
4. Demonstrated ability to identify, analyze and resolve issues independently
5. Advanced knowledge of related systems and processes
6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts
7. Good organizational skills
8. Ability to complete all core courses outlined in the CCS training curriculum
9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc.
Preferred Qualifications:
1. Associate's degree in related field
2. Possess working product knowledge of bank services and Financial Services Industry
3. Possess math aptitude with ability to grasp general accounting and financial concepts
4. Possess working knowledge of excel and/or reporting applications
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (*****************************
. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law (**************************************************************************************************
E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf)
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(Y1) Junior Property Manager - Account Manager
Carrollton, GA jobs
Job Description
Are you a real estate professional with a passion for growth and a knack for problem-solving? Do you thrive in both office and field environments? If so, Vision Realty & Management wants you! We're looking for a full-time Junior Property Manager - Account Manager to join our fast-growing team in West Georgia and metro-Atlanta. Keep reading to find out more about this exciting opportunity!
PAY & BENEFITS
This is an exciting opportunity to work for a company that values integrity, teamwork, and growth while offering a competitive salary of $50,000 - $60,000 per year and a robust benefits package including:
Healthcare and 100% of the premium covered
Two weeks of paid time off (PTO) annually, with the opportunity to earn more the longer you are with the company
Four floating holidays
SIMPLE IRA
Plus, our Junior Property Manager - Account Manager enjoys the flexibility of a hybrid work model that balances office, home, and field visits!
ABOUT US
Founded on a journey of exploration and dedication, Vision Realty and Management has a rich history that began in 1975. What started as a simple venture blossomed into a thriving real estate company that is now an integral part of the West Georgia and metro-Atlanta region. With a profound commitment to excellence, we proudly oversee a diverse array of residential and commercial properties, striving to elevate tenant experiences and optimize property value.
Our collaborative environment, diverse portfolio, and dedication to professional growth ensure that every day brings fresh challenges and rewarding experiences. When you join Vision Realty and Management, you become part of a legacy built on integrity, foresight, and enthusiasm.
YOUR ROLE
As a hybrid Junior Property Manager - Account Manager, your day typically starts in the office, where you dive into overseeing property accounts and ensuring smooth operations. You collaborate with the business development manager to onboard new clients, ensuring they align with Vision's core values of integrity, growth, and teamwork.
You manage tenant relations, address maintenance needs, and handle leasing activities from tenant selection to renewals. Throughout the day, you stay connected with remote teams, fostering clear communication and maintaining alignment with company goals. Whether it's in the office, on the phone, or visiting properties, you're always moving toward one goal: ensuring the success of your clients and residents.
MINIMUM REQUIREMENTS
Real estate license in good standing
Experience in property management or a related field
Sales and customer service experience
Experience managing remote teams, especially overseas
Ability to work independently, handle challenges, and finish tasks on time
Strong communication, organizational, and problem-solving skills
A growth-oriented mindset with a focus on expanding the client base and improving operations
SCHEDULE
This is a full-time position with a hybrid schedule. You will spend 33% of your time in the office, 33% in the field, and 33% working from home. You will be based in West Georgia/Metro Atlanta, with occasional travel to properties.
Are you ready to take the next step in your property management career? Apply to be our new hybrid Junior Property Manager - Account Manager now using our quick, 3-minute mobile-friendly initial application! We're looking for someone who is ready to make an impact and grow with us. Don't wait-your future with Vision Realty & Management is just a click away!
Job Posted by ApplicantPro
Client Success Specialist
Plano, TX jobs
Since opening our first self-storage facility in 1972, Public Storage has grown to become the largest owner and operator of self-storage facilities in the world. With thousands of locations across the U.S. and Europe, and more than 170 million net rentable square feet of real estate, we're also one of the largest landlords.
We've been recognized as A Great Place to Work by the Great Place to Work Institute. And, our employees have also voted us as having Best Career Growth, ranked us in the Top 5% for Work Culture, and in the Top 10% for Diversity and Inclusion.
We're a member of the S&P 500 and FT Global 500. Our common and preferred stocks trade on the New York Stock Exchange.
Public Storage is the nation's leading self-storage provider, recognized for its iconic orange doors and commitment to delivering simple, reliable solutions to millions of customers across the country. We are expanding our creative team to enhance our consistent and engaging visual brand presence.
Job Description
We have an opportunity to hire for a client service-oriented Client Success Specialist, Public Storage Advantage (Third Party Property Management). This non-exempt, full-time (40 hours per week, eligible for over-time) position is based in-office as part of our expanding Corporate HQs in Plano TX.
You are the right person for the job if you are resourceful, committed to providing outstanding service, demonstrate active listening skills, and be highly effective at addressing Owners' inquiries regarding company services and property performance. Most of all, you represent the company well by delivering stellar service and enjoy providing resolution in a positive manner.
Responsibilities:
Provide our 3rd-party Property Owners with the highest levels of service and professionalism ensuring complete satisfaction and support in property operations.
Act as a liaison between Owners and Company Management, facilitating clear and effective communication.
Provide Owners with business status updates, work-order details, and sales forecasts via inbound or outbound calls, ensuring our Owners are well-informed about their properties.
Pre-review / review monthly financials for each Owners' portfolio, preparing to address areas of concern or requests for explanation. Research and resolve inquiries and requests for information, ensuring transparency and accuracy.
Facilitate one-on-one feedback sessions on business performance (including financials and operating results) and participate in team meetings to share insights and help drive improvements.
Participate, support and/or coordinate Customer Service, Revenue Management and Marketing, and other internal department projects related to our Third Party Management business, contributing to the overall success of the team and our Owners.
Qualifications
Exhibit strong critical thinking, problem-solving and active listening skills
Adept at independently analyzing situations and delivering thoughtful responses while serving as a liaison between multiple parties
Ability to review and summarize a Profit & Loss statement and Balance sheet, understanding concepts of Operating Expenses, Revenue and Net Income, Actual and Budget Variance, GL Details and Rent Roll
Be highly organized, capable of reviewing contracts, tracking work orders and following general operating procedures
Ability to resolve multifaceted issues that may require extensive research and complex decision-making skills
Proven capability to build rapport and develop professional relationships, such as with Owners
Experience in mentoring and training clients and peers, fostering professional growth and development
Excellent verbal and written communication skills
Proven track record showing a strong commitment to client services
Ability to be resourceful and proactive, adaptability in a fast pace environment
Requires 5+ years of business-to-business customer service, client support and/or account management experience
College courses or degree preferred
Proficiency with Microsoft applications such as Word, Excel, and Power Point
Additional Information
Workplace
One of our values pillars is to work as OneTeam and we believe that there is no replacement for in-person collaboration but understand the value of some flexibility. Public Storage teammates are expected to work in the office five days each week with the option to take up to three flexible remote days per month.
Our office is based in Plano, east of I75 near E. Park Blvd, just North of Historic Downtown Plano.
Public Storage is an equal opportunity employer and embraces diversity. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status. All qualified candidates are encouraged to apply.
**Sponsorship for Work Authorization is not available for this posting. Candidates must be authorized to work in the U.S. without requiring sponsorship now or in the future.**
Commercial Client Specialist I
Gainesville, GA jobs
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America) Please review the following job description:Under moderate supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. Support is provided across all Commercial Community Bank segments, which includes clients from $2-500MM in annual sales.
Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Sales Support
Assist Relationship Mangers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, following up with and consistently contacting clients and prospects with letters, emails, etc. to support RM's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc. Support the sales process and portfolio growth through recognition of referral opportunities using internal resources and data. Maintain working knowledge and awareness of products and services. Partner with Relationship Managers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team.
Service Support
Provide superior client service to Commercial Community Bank clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution. Assist in general servicing of Commercial loans, deposits and fee services such as Treasury assigned to Relationship Managers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc. Assist Relationship Managers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed.
Loan Support
Assist Relationship Managers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the RM in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions. Assist Relationship Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the Relationship Manager.
Qualifications
Required Qualifications:
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 the essential functions.
High School diploma, or equivalent education and related training Three years of related experience, preferably within financial services Good communication skills, both written and verbal, in relating to internal and external clients and contacts Good organizational skills Ability to complete all core courses outlined in the CCS training curriculum Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc.
Preferred Qualifications:
Associate's degree in related field Possess working product knowledge of bank services and Financial Services Industry Possess math aptitude with ability to grasp general accounting and financial concepts Possess working knowledge of excel and/or reporting applications
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Auto-ApplyCRE Client Specialist II
Charlotte, NC jobs
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? (***************************************************
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Sales Support
1. Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc.
2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress.
3. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team.
Service Support
4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc.
6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed.
Loan Support
7. Assist bankers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the banker in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions.
8. Assist bankers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the banker.
QUALIFICATIONS
Required Qualifications:
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 the essential functions.
1. High School diploma, or equivalent education and related training
2. Five years of related experience, preferably within financial services
3. Two years of experience in a CCS role, or similar
4. Demonstrated ability to identify, analyze and resolve issues independently
5. Advanced knowledge of related systems and processes
6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts
7. Good organizational skills
8. Ability to complete all core courses outlined in the CCS training curriculum
9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc.
Preferred Qualifications:
1. Associate's degree in related field
2. Possess working product knowledge of bank services and Financial Services Industry
3. Possess math aptitude with ability to grasp general accounting and financial concepts
4. Possess working knowledge of excel and/or reporting applications
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (*****************************
. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law (**************************************************************************************************
Pay Transparency Nondiscrimination Provision (***********************************************************************************************
E-Verify (********************************************** Contents/E-Verify\_Participation\_Poster\_ES.pdf)
CRE Client Specialist II
Charlotte, NC jobs
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Sales Support
1. Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc.
2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress.
3. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team.
Service Support
4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc.
6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed.
Loan Support
7. Assist bankers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the banker in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions.
8. Assist bankers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the banker.
QUALIFICATIONS
Required Qualifications:
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 the essential functions.
1. High School diploma, or equivalent education and related training
2. Five years of related experience, preferably within financial services
3. Two years of experience in a CCS role, or similar
4. Demonstrated ability to identify, analyze and resolve issues independently
5. Advanced knowledge of related systems and processes
6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts
7. Good organizational skills
8. Ability to complete all core courses outlined in the CCS training curriculum
9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc.
Preferred Qualifications:
1. Associate's degree in related field
2. Possess working product knowledge of bank services and Financial Services Industry
3. Possess math aptitude with ability to grasp general accounting and financial concepts
4. Possess working knowledge of excel and/or reporting applications
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
CRE Client Specialist II
Charlotte, NC jobs
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Sales Support
1. Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc.
2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress.
3. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team.
Service Support
4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc.
6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed.
Loan Support
7. Assist bankers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the banker in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions.
8. Assist bankers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the banker.
QUALIFICATIONS
Required Qualifications:
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 the essential functions.
1. High School diploma, or equivalent education and related training
2. Five years of related experience, preferably within financial services
3. Two years of experience in a CCS role, or similar
4. Demonstrated ability to identify, analyze and resolve issues independently
5. Advanced knowledge of related systems and processes
6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts
7. Good organizational skills
8. Ability to complete all core courses outlined in the CCS training curriculum
9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc.
Preferred Qualifications:
1. Associate's degree in related field
2. Possess working product knowledge of bank services and Financial Services Industry
3. Possess math aptitude with ability to grasp general accounting and financial concepts
4. Possess working knowledge of excel and/or reporting applications
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
CRE Client Specialist II
Charlotte, NC jobs
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf)
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Sales Support
1. Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc.
2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress.
3. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team.
Service Support
4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc.
6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed.
Loan Support
7. Assist bankers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the banker in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions.
8. Assist bankers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the banker.
QUALIFICATIONS
Required Qualifications:
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 the essential functions.
1. High School diploma, or equivalent education and related training
2. Five years of related experience, preferably within financial services
3. Two years of experience in a CCS role, or similar
4. Demonstrated ability to identify, analyze and resolve issues independently
5. Advanced knowledge of related systems and processes
6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts
7. Good organizational skills
8. Ability to complete all core courses outlined in the CCS training curriculum
9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc.
Preferred Qualifications:
1. Associate's degree in related field
2. Possess working product knowledge of bank services and Financial Services Industry
3. Possess math aptitude with ability to grasp general accounting and financial concepts
4. Possess working knowledge of excel and/or reporting applications
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (*****************************
. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law (**************************************************************************************************
E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf)
IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
CRE Client Specialist II
Atlanta, GA jobs
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America) Please review the following job description:Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Sales Support
1. Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc.
2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress.
3. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team.
Service Support
4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc.
6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed.
Loan Support
7. Assist bankers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the banker in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions.
8. Assist bankers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the banker.
QUALIFICATIONS
Required Qualifications:
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 the essential functions.
1. High School diploma, or equivalent education and related training
2. Five years of related experience, preferably within financial services
3. Two years of experience in a CCS role, or similar
4. Demonstrated ability to identify, analyze and resolve issues independently
5. Advanced knowledge of related systems and processes
6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts
7. Good organizational skills
8. Ability to complete all core courses outlined in the CCS training curriculum
9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc.
Preferred Qualifications:
1. Associate's degree in related field
2. Possess working product knowledge of bank services and Financial Services Industry
3. Possess math aptitude with ability to grasp general accounting and financial concepts
4. Possess working knowledge of excel and/or reporting applications
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Auto-ApplyCRE Client Specialist II
Fort Lauderdale, FL jobs
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Sales Support
1. Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc.
2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress.
3. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team.
Service Support
4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc.
6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed.
Loan Support
7. Assist bankers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the banker in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions.
8. Assist bankers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the banker.
QUALIFICATIONS
Required Qualifications:
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 the essential functions.
1. High School diploma, or equivalent education and related training
2. Five years of related experience, preferably within financial services
3. Two years of experience in a CCS role, or similar
4. Demonstrated ability to identify, analyze and resolve issues independently
5. Advanced knowledge of related systems and processes
6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts
7. Good organizational skills
8. Ability to complete all core courses outlined in the CCS training curriculum
9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc.
Preferred Qualifications:
1. Associate's degree in related field
2. Possess working product knowledge of bank services and Financial Services Industry
3. Possess math aptitude with ability to grasp general accounting and financial concepts
4. Possess working knowledge of excel and/or reporting applications
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
CRE Client Specialist II
Dallas, TX jobs
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf)
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Sales Support
1. Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc.
2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress.
3. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team.
Service Support
4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc.
6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed.
Loan Support
7. Assist bankers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the banker in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions.
8. Assist bankers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the banker.
QUALIFICATIONS
Required Qualifications:
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 the essential functions.
1. High School diploma, or equivalent education and related training
2. Five years of related experience, preferably within financial services
3. Two years of experience in a CCS role, or similar
4. Demonstrated ability to identify, analyze and resolve issues independently
5. Advanced knowledge of related systems and processes
6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts
7. Good organizational skills
8. Ability to complete all core courses outlined in the CCS training curriculum
9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc.
Preferred Qualifications:
1. Associate's degree in related field
2. Possess working product knowledge of bank services and Financial Services Industry
3. Possess math aptitude with ability to grasp general accounting and financial concepts
4. Possess working knowledge of excel and/or reporting applications
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (*****************************
. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
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CRE Client Specialist II
Dallas, TX jobs
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Sales Support
1. Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc.
2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress.
3. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team.
Service Support
4. Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
5. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc.
6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed.
Loan Support
7. Assist bankers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the banker in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions.
8. Assist bankers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the banker.
QUALIFICATIONS
Required Qualifications:
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 the essential functions.
1. High School diploma, or equivalent education and related training
2. Five years of related experience, preferably within financial services
3. Two years of experience in a CCS role, or similar
4. Demonstrated ability to identify, analyze and resolve issues independently
5. Advanced knowledge of related systems and processes
6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts
7. Good organizational skills
8. Ability to complete all core courses outlined in the CCS training curriculum
9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc.
Preferred Qualifications:
1. Associate's degree in related field
2. Possess working product knowledge of bank services and Financial Services Industry
3. Possess math aptitude with ability to grasp general accounting and financial concepts
4. Possess working knowledge of excel and/or reporting applications
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
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Treasury Management Client Onboarding Specialist
Dallas, TX jobs
PlainsCapital Bank is currently looking to hire a Treasury Management Client Onboarding Specialist in Dallas, Texas. The Treasury Management Client Onboarding Specialist is responsible for the complete onboarding support of all Treasury Management products and services while providing the client with a personalized onboarding experience.
Responsibilities
Provides a highly personalized onboarding experience for all Treasury Management clients.
Onboard all Treasury products and services for new and existing Treasury clients with emphasis on accuracy and timeliness.
Collaborates with Treasury Sales to identify a prospect's need for new Treasury service set-up.
Reviews and manages all Treasury Management agreements, internal forms, and off boarding requests to ensure proper execution and storage.
Performs installation, system and file testing, and all onboarding support for the Treasury Management client.
Schedules and completes Treasury product training with Treasury Management client and completes a warm introduction to Treasury Management client support for ongoing service needs.
Supports new accounts opening and related processes including document management as needed for the Treasury Management client.
Treats customers and coworkers with a high level of professionalism at all times and attends client meetings and trainings as required.
Performs other duties as required.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
Qualifications
High school diploma, general education degree (GED), or equivalent required; Associates degree or higher preferred.
1 year of previous Treasury Management experience in a related field of expertise; experience with the servicing of commercial accounts strongly preferred.
Proven strong service orientation and professional customer service skills with the ability to spend significant amounts of time answering customer inquiries via phone and email.
Excellent verbal, written, and interpersonal communication skills.
Excellent PC skills, including word processing and spreadsheets via Microsoft Office products, Adobe Pro and other custom applications and systems.
Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
Must be self-motivated with strong attention to detail and accountability.
Must be available to travel locally to meetings (less than 10%).
Auto-ApplyCollections Specialist
Irving, TX jobs
Job Description
Meriton is a national team of experts driving HVAC innovation through a network of high-performing companies. From strategy and support to systems and solutions, we work behind the scenes to strengthen operations and build value-for our partners and our people.
If you're looking to make an impact, we're glad you're here. At Meriton, you'll join a team that believes in big ideas, doing great work, and building careers that matter-every step of the way.
Position Description
Job Title: Collections Specialist
Reports To: Credits and Collections Supervisor
FLSA Status: Exempt
Location: Shared Services Office, Irving, TX
Summary:
The Collections Specialist is a proactive and detail-oriented professional responsible for managing a dedicated portfolio of accounts to ensure timely payment and minimize outstanding balances. This role requires a high degree of autonomy, as you will manage your daily workflow and prioritize tasks to meet deadlines and key performance indicators. You will be the primary point of contact for customer inquiries and disputes, working collaboratively to resolve issues and maintain strong client relationships.
Essential Duties and Responsibilities:
Collections & Account Management:
• Monitor assigned customer accounts for open balances and aging status.
• Initiate and document collections outreach via phone and email, adhering to a defined cadence for follow-up.
• Escalate accounts approaching exceeded aging to senior staff and local leadership.
• Ensure that no account reaches or remains within the company's standard aging bucket without proper documentation and approval.
Lien & Legal Process:
• Initiate and track the lien filing process via lien software to protect the company's rights.
• Prepare and issue conditional and unconditional lien waivers, ensuring a high accuracy.
• Maintain proper records of waivers, releases, and lien filings for audit readiness.
Communication & Collaboration:
• Serve as the direct contact for customer inquiries and follow up on tickets to ensure a timely resolution.
• Coordinate with billing and service departments to resolve disputed invoices or misapplied payments.
• Participate in weekly and monthly meetings with local and central teams to review portfolio aging trends and high-risk accounts.
• Liaise with the legal team on enforcement and escalation of collections cases.
Compliance & Reporting:
• Ensure all customer interactions and follow-ups are meticulously documented in the Microsoft Dynamics 365 CRM.
• Provide daily status updates and share exceptions with the working capital team.
• Assist with month-end close by ensuring all lien statuses and waiver issuance are up to date.
• Maintain local records in alignment with SOX requirements.
Other Duties
• Regular, consistent and necessary to meet the needs of the business
• Performs other duties and responsibilities as assigned
• Must conduct self in an ethical, legal, and responsible manner at all times
• Must adhere to the policies, principles, and guidance within the Employee Handbook and Code of Conduct
Competencies
Elevated professionalism which demonstrates tempered emotions, empathy, positive intent, and integrity in all interactions.
• Excellent communication and interpersonal skills with the ability to build strong relationships across all levels of the organization. Strong verbal and written communication skills
• Ability to effectively communicate and present information one-on-one and in group situations, and outside of the company.
• Ability to solve practical problems and manage a variety of variables in situations and with problems where only limited information or standardization exists
• Strong attention to detail
• Ability to work in a fast-paced environment
• Must be a self-starter, independent, and strong organization skills, with the ability to manage multiple priorities and deadlines at any given time
• Ability to establish and build effective working relationships with colleagues and staff. Acceptance of a variety of lifestyles, behaviors, and cultural, and spiritual practice
Education/Experience:
• Associates degree and/or 3+ years of experience in collections
• Strong experience with ERP systems, particularly Financial & Operations, is a plus.
• Demonstrated ability to work autonomously and manage a high volume of work.
• Proficiency with Microsoft Office, including Pivot Tables and Macros, for data analysis.
• Familiarity with ticketing/case management systems is required.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essentials functions. The noise level in the work environment is usually moderate. The workplace is in a corporate office environment and the temperature in the work environment is usually moderate. The position's primary office is the Shared Services, Irving, TX office; however, telework or work at home, on the road, or in a satellite location for portions of the workweek may occur, depending upon project needs and requirements in coordination with your direct supervisor and/or most senior leader of your department.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable the individuals with disabilities to perform the essentials functions.
• Must be able to walk, bend, stand, and reach constantly during a workday.
• Must be able to lift 15 - 20 lbs.
• Standing for long periods of time (4-5 hours) occasionally
• Must be able travel via plane or car to events
Employment practices will not be influenced or affected by an applicant's or employee's race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, sexual orientation, gender identity or expression, veteran status or any other legally protected status. Reasonable accommodations will be made for qualified individuals with disabilities unless doing so would result in an undue hardship.
Salary ranges listed are dependent upon a candidate's qualifications, experience, internal equity, and the budgeted amount for the specific role and location.
Jr. Landscape Maintenance Account Manager - Palmetto
Florida jobs
Job Title: Jr. Landscape Maintenance Account Manager
Company Overview: Join our dynamic team in the Greater Tampa Bay area, where we specialize in delivering high-quality landscape maintenance services. We are committed to excellence in customer service and enhancing outdoor spaces for our clients. As we continue to grow, we are looking for a motivated Jr. Landscape Maintenance Account Manager to join our team.
Job Description: As a Jr. Landscape Maintenance Account Manager, you will play a key role in maintaining relationships with clients, ensuring their landscaping needs are met, and assisting with day-to-day operations of landscape maintenance projects. This position is ideal for someone with a passion for landscaping and client satisfaction, who is looking to grow within the industry.
Key Responsibilities:
Manage and maintain relationships with existing clients, ensuring satisfaction with landscape services.
Assist with scheduling and coordinating maintenance crews for efficient service delivery.
Conduct regular site visits to ensure the quality of work and adherence to contracts.
Address client concerns and work with teams to resolve any issues promptly.
Assist with estimates, proposals, and renewals for landscape maintenance contracts.
Monitor project budgets and manage resources effectively to meet client expectations.
Communicate regularly with clients regarding schedules, updates, and potential improvements to their landscaping.
Collaborate with senior managers to develop and implement maintenance strategies.
Maintain knowledge of landscape best practices, seasonal trends, and Florida-friendly plants.
Qualifications:
Previous experience in landscaping, landscape maintenance, or customer service is preferred.
Excellent communication and organizational skills.
Ability to manage multiple clients and projects simultaneously.
Strong attention to detail and commitment to delivering high-quality service.
Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
Valid driver's license and reliable transportation.
Knowledge of Florida landscape plants and maintenance practices is a plus.
Benefits:
Competitive salary with opportunities for growth.
Health, dental, and vision insurance.
Paid time off and holidays.
Opportunities for professional development and career advancement.
How to Apply: If you're passionate about landscaping and are looking for an opportunity to grow within a reputable company, we'd love to hear from you!
Join our team and help us keep Tampa Bay beautiful!
Type: Full-time Pay: $25.00 to $40.00 per HOUR
eCommerce Junior Account Manager
Ontario, CA jobs
Job DescriptionBenefits:
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Step into the world of eCommerce working on Wayfair account with a team thats growing fast, having fun, and redefining what great marketplace management looks like.
This is an in-person role in our Ontario, California location.
Are you ready to kickstart your eCommerce career with one of the biggest names in online retail? Do you enjoy solving puzzles, spotting opportunities, and keeping all the moving pieces of a marketplace running smoothly? If this sounds like you, we want you on our team!
What Youll Do (Your Day-to-Day Superpowers):
Be the Metrics Maestro
Learn and understand Wayfairs key performance metrics
Monitor account health and spot opportunities to improve listings, pricing, or content
Pricing & Promotion Partner
Set promotional pricing for Wayfair events
Build promo calendars and secure approvals
Flag potential pricing conflicts
before
they hit the portal
Marketplace Know-How
Learn the Wayfair platform inside and out tools, tickets, workflows, training modules, and customer service processes
Stay up to date on all Wayfair portal training and update SOPs & internal notes
Your Weekly Snapshot = Your Signature Move
Build and maintain a weekly snapshot report with pricing conflicts, listings under maintenance, and insights that matter
Present your findings to the team with confidence
Listing & Optimization Magic
Review, update, and optimize Wayfair listings for accuracy, SEO, pricing integrity, and rich content
Conduct competitive research and weekly price checks
Identify underperforming SKUs, duplicate listings, and content gaps
Problem Solver Extraordinaire
Resolve listing issues and partner with Wayfair teams as needed
Review tracking spreadsheets and follow up on review-related issues
Support PIM tasks and maintain catalog accuracy
Collaborate Like a Pro
Join vendor calls as needed
Work with senior leads to learn promos, penalties, inventory workflows, and compliance processes
Run weekly account status huddles with the internal team
Who Thrives in This Role:
Detail-oriented and organized
Comfortable owning tasks and accounts with mentorship & support
A curious, quick learner excited about eCommerce
Strong communicator who loves solving problems
Someone whos ready to grow into a full Account Manager role
Why Youll Love It Here:
Wayfair is a HUGE platform your impact will be felt immediately
Supportive team, tons of room to grow, and hands-on learning
A workplace that celebrates creativity, improvement, and fun
$23.00-$26.00 per hour - Salary Rate
Mortgage Collection Specialist
Fort Lauderdale, FL jobs
Vacatia is a leading innovator in the hospitality and vacation ownership industry, dedicated to creating exceptional experiences for travelers, owners, and partners alike. With a portfolio of high-quality resorts and a commitment to service excellence, we provide tailored solutions that redefine vacation ownership. Our collaborative culture empowers our team to drive results, embrace innovation, and shape the industry's future. Join us and be part of a company that values integrity, creativity, and the pursuit of memorable vacation experiences.
Position Summary:
We are seeking a detail-oriented and results-driven Mortgage Collection Specialist to join our team. This role is responsible for managing delinquent mortgage accounts within our vacation ownership portfolio. The ideal candidate will have excellent communication skills, strong negotiation abilities, and a customer-centric approach to resolving past-due accounts.
Key Responsibilities:
Contact owners with delinquent mortgage accounts via phone, email, text, and written communication on a daily basis
Provide new options to assist customers to bring mortgage accounts current with new modification or pay-off option
Negotiate payment plans within established company guidelines.
Maintain accurate records of all communications, payment arrangements, and account activity in the CRM system.
Educate owners on payment options, terms, and potential consequences of non-payment.
Responsible for past due accounts, multi-tasking between different CRM accounts
Qualifications:
Previous experience in collections, mortgage servicing, or vacation ownership preferred.
Strong negotiation and conflict resolution skills.
Excellent verbal and written communication abilities.
Ability to manage multiple priorities in a fast-paced environment.
Proficiency in Microsoft Office and CRM systems.
Bilingual skills (Spanish preferred) are a plus.
Why Join Vacatia?
Competitive compensation and benefits package.
Work collaboratively with a dynamic leadership team committed to your growth.
Take the opportunity to redefine your career and make a lasting impact on the memories created by our guests and owners.
Auto-Apply