Member Engagement Specialist- Davidson County

Join SmartFinancial: Empowering Insurance Agents with Cutting-Edge Technology Welcome to SmartFinancial, where our mission is clear: to drive growth and success for insurance agencies through our industry-leading technology! Voted one of the Best Places to Work for four consecutive years, we are one of the fastest-growing tech companies.  We are a leading insurance marketplace, connecting millions of shoppers to our network of insurance partners.  We’re seeking a Client Success Manager (CSM) to lead and grow a high-performing team of Account Managers, drive measurable results, and deliver exceptional client experiences. As part of our Client Success leadership team, you’ll report to the Director of Client Success and play a critical role in shaping our team's success, culture, and future. What You’ll Do Drive Measurable Results Achieve 100% weekly revenue retention goal across team (minimum 90%) Ensure 100% of weekly CAR Coverage and Account Manager Join Goals Maintain a team average talk time of at least 12 hours/week Lead an Account Management team to exceed performance midlines and revenue KPIs Build & Lead a High-Performing Team Recruit, coach, and manage up to 10 Account Managers Conduct weekly 1:1s and quarterly/annual performance reviews Empower Account Manager to meet winback and growth targets Foster a culture of accountability, ownership, and high performance Provide Best-In-Class Client Experience Nurture and expand relationships with key accounts Join Account Manager on client calls to strategize and deepen engagement Handle Level 1 escalations and identify process improvement opportunities Actively participate in OKR sessions to drive impact at all levels What We’re Looking For 3+ years of sales and account management experience 5+ years of leadership experience managing sales or CS teams Proven track record of hitting and exceeding KPIs Experience in insurance or marketplace environments preferred Strong interpersonal, communication, and coaching skills Must be available to work on-site in our Columbus office Why You’ll Love It Here Columbus, OH | In-Office Full-Time | OTE: $120,000 ($90k base + $30k variable) Comprehensive Benefits: High-quality health insurance and a 401k plan with company match. Training and Development: Extensive paid product training and world-class inside sales training. Career Growth: Advancement opportunities with a focus on promoting from within. At SmartFinancial, we believe in working hard and playing hard. You'll be part of a supportive, dedicated team in a fast-paced and energetic environment. Our user-friendly sales CRM and commitment to employee development ensure you have the tools and training needed to succeed. We’d especially like to highlight our World Class Culture, which our employees say is the best thing about working at SmartFinancial. We have great SLACK channels for work and play, which keep you connected with your fellow employees throughout the day. Not to mention our top notch company events (like our Summer Beach Party with open bar, chili cook-off, annual holiday yacht party, fun office potlucks and more) that will keep you asking when the next event is.  We also have Penny, our company mascot. Like swag themed after a pink pig wearing glasses? Just. You. Wait.  Join SmartFinancial and become a key player in driving growth for insurance agencies. Apply now, and let’s achieve success together! SmartFinancial is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive environment. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law. To learn more about our results-focused culture and employee-focused perks, read more on our careers page.

Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions. At Advancial, we prioritize providing outstanding service and products to our members, and we cultivate a positive employee experience. We have been recognized as a Best Company to Work for in Texas for nine consecutive years and as a Best and Brightest Company nationally and locally because we are committed to fostering fulfilling careers. We invite you to explore this opportunity to join us by completing our online application. This position is located in our Oak Lawn Branch. As a Member Services Representative II, you will serve as a crucial liaison between members and the Credit Union. Your responsibilities include providing account information, opening new accounts, and addressing members' daily credit union needs. You will perform routine transactions such as deposits, withdrawals, cash advances, loan payments, transfers, and check cashing. Additionally, you will interview loan applicants and process applications, gathering necessary information and analyzing credit histories. ESSENTIAL DUTIES AND RESPONSIBILITIES Cross-sell a range of credit union products, including loans, deposits, and electronic services. Handle cash and checks for deposit, verify amounts, and ensure proper endorsements. Process payments for loans and credit cards accurately. Maintain an accurate record of transactions through computer data entry. Assist in the loan process, ensuring accuracy and compliance with policies. Keep up-to-date on lending procedures and credit union guidelines. Balance the cash drawer at the end of each shift. Open new accounts, verifying member eligibility. Provide a variety of transaction services and resolve member inquiries. Perform end-of-day and end-of-month audits as needed. Open and close the branch as necessary. The pay range for this position is $18.58 - $23.23 per hour, based on experience. Requirements EDUCATION and/or EXPERIENCE High school diploma or equivalent is required; must have at least one year of related experience and/or training, or an equivalent combination of education and experience. Candidates should be self-motivated, service-oriented, and capable of performing a variety of tasks successfully. Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.   At Advancial, we always strive to provide the best service and products to our members because we love what we do.  We work together to build a culture that promotes a positive employee experience.  We’ve been named a Best Company to Work for in Texas for nine consecutive years and a Best and Brightest Company to Work For nationally and locally because we’re serious about building fulfilling careers and not just day jobs.   We invite you to learn more about this position and what Advancial has to offer by completing our online application.  This position is located in our South Charlotte Branch.    Serves as liaison between member and the Credit Union.  Provides account information, opens new accounts, handles member's daily credit union needs.  Performs routine transactions, including deposits, withdrawals, cash advances, loan payments, transfer and check cashing.  Interviews loan applicants and processes applications.  Gathers background information and analyzes credit history.    ESSENTIAL DUTIES AND RESPONSIBILITIES Include the following. Other duties may be assigned.   Cross-sells a wide array of credit union products including loan products, deposit products, and electronic services such as CUAnywhere and online banking.     Receives checks and cash for deposit, verifies amount, and examines checks for endorsements.    Cashes checks and pays out money after verification of signatures and member balances.  Places holds on accounts for uncollected funds in accordance with Advancial policies and procedures. Receives and applies payments to Advancial loans, credit card payments and cash advances. Enters customers’ transactions into computer to record transactions and issues computer generated receipts. Maintains thorough knowledge of loan products for effective cross-selling.  Actively assists in loan process such as pulling credit reports, and ensures loan agreements are complete and accurate according to policy.  This includes data entry of member information into Credit Union system as required.  Responsible for maintaining a working knowledge of lending procedures, Credit Union guidelines, Lending Software, and the benefits and features of all loan products.    Balances currency, coin and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen. Processes loans and responds to loan questions. Opens new accounts including;  checking, certificates, money markets and IRA accounts.  Verifies eligibility for new account and processes through ChexSystems prior to opening new accounts.  Processes check orders for members. Responsible for correcting all new account exceptions or transactional errors under Teller Number. Provides account information and handle member's daily credit union needs.  Provides a variety of transaction services to members in the branch and by phone such as balance inquiry, transfer of funds, history information, stop payments or photocopy of check(s), etc.  This includes researching and resolving member concerns. Processes and balances bond redemptions when necessary. Prepares daily checks received for deposit.  This includes balancing, scanning checks, posting general ledgers. Makes copies and files correspondence and other records on a daily basis. Performs miscellaneous duties such as assisting in monitoring supplies and end of day and end of month audit procedures. Opens and closes the branch as needed. The range for this position is $17.67- $22.09/hr. and is based on experience.  Requirements EDUCATION and/or EXPERIENCE High School diploma or equivalent; with one year related experience and/or training; or equivalent combination of education and experience. This position requires the employee to be service-oriented, self-motivated, and to be able to perform a variety of tasks.   Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters Advancial Federal Credit Union participates in the Electronic Employment Verification process.  Please click here for more information. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you’d like to view a copy of the company’s affirmative action plan, please complete this form.

The United States Department of State, Bureau of Political-Military Affairs, Office of the Directorate of Defense Trade Controls (PM-DDTC) is responsible for the regulation of defense trade through the Arms Export Control Act (AECA) and its implementing regulations, the International Traffic in Arms Regulations (ITAR). DDTC regulates temporary and permanent exports and the temporary import of defense articles, defense services, and technical data involving items on the United States Munitions List (USML). DDTC regulates the brokering of defense articles, defense services, and technical data. DDTC maintains the registration of manufacturers, exporters and brokers and issues export authorizations. DDTC administers the commodity jurisdiction process, a formal USG decision process to determine which specific items are controlled by the USML or by the Department of Commerce’s Export Administration Regulations. DDTC ensures compliance with the ITAR and AECA through its support of criminal enforcement actions undertaken by the Department of Justice, civil enforcement actions initiated in-house, disclosure program through which companies are encouraged to report violations they have discovered, and pre- and post-license checks to confirm that goods are being shipped as authorized by the export license.   Facilitates the registration of exporters, manufacturers, and brokers under Parts 122 and 129 of the ITAR under close supervision. In accordance with established office policies and procedures, reviews information submitted by registrants to meet the requirements of Section 122.2 concerning criminal violations or indictments under relevant statutes (Section 120.27), as well as foreign ownership and control, and notices of changes submitted as required under Section 122.4 concerning foreign ownership and control. Facilitates attendant review of mergers and acquisitions involving registrants. Resolves routine matters with regard to company registration and requests for change in registration and refers unique matters to supervisor and senior staff for resolution. Reviews and take action on license request that are the subject of a “Watch List” hold for enforcement reasons. The Watch List has entities that are suspected, alleged, indicted or convicted of civil and criminal violations of the AECA and ITAR and certain “enumerated statutes.” Action on a license hold is based on all available information (e.g., Watch List entry, office files and computer database searches), coordination with law enforcement and consultation with the supervisor. Takes initial action on all incoming voluntary disclosures from the defense industry on civil violations of the AECA and ITAR. Reviews and writes summaries of incoming voluntary disclosures to be triaged by the supervisor. For disclosures of a minor violation, create a computer record and draft a response for the chief’s signature. For incomplete disclosures, draft a letter with response deadline for the chief’s signature, maintain a tracking system and insure receipt of full disclosure information. For all other violations, create a computer record and assign to appropriate employee. Reviews various cases involving violations of the AECA or ITAR and after consultation with supervisor, plans an approach, conducts fact-finding, performs record searches and documents conclusions. Using generally established format as a guide, prepares letters of response for supervisor to pursue and close each case. Reviews and takes action on voluntary disclosures assigned by the supervisor, initially working minor violations. Follow office policies, procedures, and guidance received from the supervisor or senior specialist. Plan an approach, conduct fact-finding, perform search of records, attend meetings and then document findings. Initiate discovery of additional facts. Consult with supervisor and take action. Prepare letter for supervisor signature responding to the violation, including requirement for corrective action to close each case. Perform any follow-up as directed by supervisor. Performs record searches, reviews and analyzes license approvals, produces comprehensive reports of finding and provide information that support criminal investigations by the DHS ICE, FBI, and U.S. Attorneys. Participates in the Company Visit Program through periodic, domestic travel around the U.S to pre-selected defense companies. Gather information, prepare plan, conduct visit and report on findings. Maintains a list of parties debarred and ineligible to participate in the export of defense articles and services under the ITAR for use by the Department and the defense industry. Monitors compliance cases involving statutory debarment of individuals or companies convicted of violating the AECA. Reviews case files, indictments and court orders. Reports findings to supervisor. As directed, processes requests for reinstatement of export privileges upon termination of debarment. Engages with the Committee on Foreign Investment in the U.S. (CFIUS) process. Reviews requests from the regulated public for advisory opinions regarding application of the ITAR, and prepares responses for review, approval and signature by supervisor. Reviews compliance issues arising from registration, mergers and acquisitions, CFIUS, and other contexts, and takes appropriate action as directed by supervisor. Performs special projects or tasks as assigned by supervisor or senior specialist. Performs all other duties as assigned, including escorting and administrative tasks. Reviews license requests referred from DTCL to ensure appropriate compliance with registration requirements. Initiates inquiry with and obtains appropriate documentation from US parties or other DDTC elements. Prepares final action for senior staff approval. Updates and maintains State Department’s Watch List database of entities of concern, both to comply with the AECA and to support foreign policy implementation via arms export licensing. Helps identify and implement technical improvements to the system. Helps monitor team efforts to expand and refine abilities, respond to shifts in workload, and maintain high quality work products. Coordinates and liaises with interagency non-proliferation and export control community on arms trafficking/proliferation matters involving the AECA and ITAR, as well as international export control outreach. Coordinates with the Office of Defense Trade Controls Licensing on compliance and enforcement matters, including license suspensions, revocations, denials, and eligibility to participate in defense trade. Helps coordinate plans and operations within DDTC to help identify and prevent violations of U.S. export laws and regulations and support remedial action, such as civil enforcement and/or prosecution of individual or corporate violators of the AECA/ITAR. Working with other DTCC staff, conducts pro-active outreach to the U.S. and foreign defense community to promote compliance with U.S. export laws and regulations. Speaks at government and industry conferences. Participates in Company Visit program activities. Responds to inquiries concerning compliance matters. Requirements Bachelor’s Degree or combination of post- high school education and three years of experience with regulatory compliance or civil or criminal enforcement. Good judgment and ability to work with supervision. Good interpersonal skills and ability to resolve disputes in a timely and professional manner. Good written and verbal communication skills and presentation skills. The candidate should be prepared to provide writing samples. Good organizational skills including the ability to assist on multiple projects consistent with established timeframes. Ability to synthesize information and develop recommendations for management based on an analysis of the information. Has working knowledge of Microsoft Office Suite programs and be able to operate all office equipment including but not limited to: telephones, copy machines, fax machines, scanners, printers, and computers. May be required to travel within domestic and/or international. Requires at the minimum, a security clearance of Secret with the ability to obtain a Top Secret or Top Secret/SCI at the request of the COR. Other Duties:   Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.  

Mortgage Loan Servicing Representative – To $50K – Milwaukee, WI – Job # 3583 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our community bank client is seeking to fill a Mortgage Loan Servicing Representative role in the Milwaukee, WI market. The successful candidate will be Responsible for escrow and loan servicing tasks, responding to internal and external customer inquiries related to mortgage and consumer loans, providing high-quality customer service and supporting insurance and investor servicing functions as needed. The position includes a generous salary of up to $50K plus incentives and an excellent benefits program.  (This is not a remote position) Mortgage Loan Servicing Representative responsibilities include: Escrow management for the Mortgage and Consumer Loan Portfolio: Establish and maintain escrow accounts within the bank's core system. Perform escrow analyses and ensure timely disbursement of property taxes. Track and address delinquent property taxes. PMI Administration: Activate, disburse, and close PMI. Regulatory and Policy Compliance: Ability to adhere to all regulations, investor requirements, and internal policies. Investor Servicing Support: Assist in the management of investor servicing portfolios, including: Monitoring and maintaining Freddie Mac and FHLB portfolios and associated payment activity. Remitting payments, payoffs, and other transactions to the secondary market, and resolving any edit requests. Performing a variety of investor servicing functions as needed to support ongoing operations. Compiling and forwarding audit documentation in accordance with investor requirements. Executing monthly investor accounting cycles and processing related invoices. Reviewing and working investor-related reports to maintain up-to-date and accurate data. Staying current on investor servicing guidelines and reporting obligations. Perform A+ Warehouse lending responsibilities as needed.  Insurance Monitoring: Monitor, disburse, and scan hazard and homeowners insurance documentation. Establish force-placed flood insurance coverage in compliance with regulatory guidelines. Reporting and Reconciliation: Reconcile internal investor and ledger accounts. Review various reports to identify and resolve exceptions, errors, and out-of-balance items. Loan Servicing Support: Verify year-end loan documentation and work internal loan reports. Perform servicing tasks such as: Credit references and mortgage verifications. Generating and applying payoff requests (via check or wire). File maintenance and construction draw processing. Responding to customer inquiries and servicing requests. Provide excellent internal and external customer service. Any other duties as assigned. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: High School diploma or equivalent required. Six months to two years related experience and/or training; or equivalent combination of education and experience. Experience with Jack Henry SilverLake a plus. Strong problem-solving and critical thinking skills. Self-starter, inquisitive, decisive, and accountable. Ability to prioritize and organize workflow, complete simultaneous projects by required deadlines.  Regular, dependable attendance and flexibility in schedule when required. Professionalism in written and verbal communication, demeanor, and appearance; able to interact positively with coworkers and customers. Strong analytical skills, numerical aptitude, and ability to plan ahead and solve problems. High attention to detail and a strong commitment to accuracy. Demonstrates teamwork and initiative to support branch or department success. Take the initiative to learn and share industry knowledge. Accept and deliver constructive criticism with tact and respect. Ability to retain knowledge gained from corrections or errors.Handles confidential conversations and information in a professional and ethical manner, in line with bank policies. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

About the Job: Hold Brother's Capital is a self-clearing broker-dealer with a specialization in proprietary trading in US equities markets, headquartered in New York City. We are seeking a highly motivated and Business Development Lead to join our dynamic team. As a key member of our organization, you will play a crucial role in driving sales growth and contributing to the achievement of our business goals. Responsibilities: Work closely with senior management to align with the company's business goals and objectives. Oversee the end-to-end sales process, including lead generation, prospecting, and negotiating final deals. Continuously identify areas for improvement and provide valuable recommendations for change. Cultivate and nurture relationships with external lead sources, such as industry professionals and organizations. Demonstrate comprehensive knowledge of trading practices, market trends, and trading systems to effectively address client needs. Maintain a strong understanding of the company's organizational structure to ensure efficient collaboration across departments. Requirements Demonstrate a proven track record of consistently achieving sales goals. Exhibit exceptional interpersonal skills with the ability to build and maintain relationships with clients and lead sources. Display excellent communication skills, both written and verbal. Maintain a detail-oriented, professional, and polished demeanor. Possess a solid understanding of the company's organizational structure. Have or be willing to obtain the Series 7 license. Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Work From Home Base Salary Range: $55,000 - $80,000 Performance-based commission structure