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Sr. Credit Risk Review Analyst - Commercial Lending63846018204545120

Sr. Credit Risk Review Analyst - Commercial Lending

Sr. Credit Risk Review Analyst - Commercial Lending Houston, TX Join our highly skilled Credit Risk Review (CRR) team as a Senior Credit Risk Review Analyst specializing in Commercial Lending. CRR's primary objective is to provide timely and independent assessments of credit exposures and credit risk, with results reported directly to senior management and the Risk Committee of the Board of Directors. In this hybrid role (3 days in-office, 2 days remote), you'll provide independent, expert assessments of Commercial credit exposures. You may also take on the responsibility of Reviewer in Charge, leading review engagements, managing reviewers, conducting portfolio analysis, and summarizing findings from credit file samples. Your deep understanding of commercial lending and credit risk practices will be crucial in providing valuable insights and recommendations to enhance our credit risk management. Responsibilities Execute Complex Reviews: Independently assess complex credit and credit-related transactions, including facility structures and underwriting processes, leveraging your expert knowledge of credit policies and procedures. Understand inherent risk and the materiality of risk for credit transactions. Validate and Ensure Accuracy: Validate scorecard risk ratings and borrower credit administration. Ensure a thorough understanding of portfolio issues, trends, and root causes to effectively manage credit portfolios. Independent Reporting & Communication: Independently complete work papers, track issues, compile supporting documentation, and follow up on exam findings with business leaders. Act as a Second Level Reviewer and effectively communicate credit risk review objectives, outcomes, and recommendations for issue remediation. Risk Analysis & Monitoring: Analyze risk in assigned credit portfolios by reviewing relevant reports and assessing trends. Provide expert analytical insights, identify risk concentrations, systemic trends, or issues, and participate in continuous monitoring for assigned portfolios. Leadership & Expertise: Oversee file review activities of other reviewers as the Reviewer in Charge for assigned business segment(s). Perform assessments of file review results and findings to determine final ratings and draft review reports. Serve as an expert resource to the team. Market Acumen: Demonstrate an expert understanding of the credit cycle and the impact of economic indicators on key driving metrics. Possess expert knowledge of how and where to leverage industry and economic research tools into the review process. Requirements Qualifications Extensive Credit Expertise: Robust credit knowledge and strong experience in Commercial credit extension and management. Experience with Complex Transactions: 10+ years of Credit Risk or Credit Underwriting experience, specifically with larger, more complex transactions in Commercial, CRE, Corporate Banking, Leveraged Lending, Middle Market, etc. Communication Skills: Strong verbal and written communication skills, with the ability to navigate and handle difficult conversations effectively with stakeholders. Banking Experience: Experience at larger banks (asset size $80B+). Deal Size Exposure: Experience with average deal sizes of $50MM. Underwriting Background: Experience in underwriting for ABL, Business Banking, Corporate Banking/Mid-Market, or Lower Mid-Market commercial segments. Benefits $125,000 to $175,000+ Full benefits package Bonus + Paid Relocation Assistance

Houston, TX, USA

$125,000-175,000/year

Futures Operations Manager63843478990467121

Futures Operations Manager

About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally. Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation. Futures Operations Manager Office Location: Jersey City, NJ or Dallas, TX About the Team & Role: The Futures Clearing Operations Manager is responsible for overseeing all clearing and settlement activities for US futures transactions, ensuring compliance with regulatory requirements, mitigating risk, and optimizing operational efficiency. This role requires knowledge of futures clearing processes, margining, risk, reconciliation, and exchange regulations, particularly within U.S. markets. This role must be based at the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. What You’ll Do: Clearing & Settlement: Manage the daily clearing and settlement of futures trades, ensuring accurate and timely processing through the firm’s clearing relationships and exchange systems. Margin & Collateral Management: Monitor margin requirements, process margin calls, and manage collateral movements in accordance with exchange and regulatory guidelines. Reconciliation: Oversee trade, position, and cash reconciliations with exchanges and internal systems to identify and resolve discrepancies. Regulatory Compliance: Ensure all clearing operations adhere to regulations set by the CFTC, NFA, and relevant exchanges (e.g., CME). Prepare regulatory reports and audits as required. Risk Management: Identify operational risks and implement controls to mitigate potential issues related to clearing, margining, and settlement. Process Improvement: Develop comprehensive operating procedures and continuously evaluate and enhance clearing workflows to improve efficiency, accuracy, and automation. Technology & Systems: Work with IT and vendors to onboard, maintain and improve a futures back-office clearing system. Client & Counterparty Management: Serve as the primary liaison with exchanges and clients to resolve operational issues. Team Leadership: Lead and train clearing operations staff, providing training and guidance on best practices. Policies & Procedures: Responsible for creating and updating comprehensive policies and procedures for all aspects of futures trading, clearing and settlement. Requirements What You Bring: Education: Bachelor’s degree in finance, Business, Economics, or a related field. Experience: 8+ years of experience in futures clearing, trade settlement, or back-office operations at an FCM, exchange, or clearing firm. Knowledge: Strong understanding of U.S. futures markets and clearing processes. Familiarity with exchange margining methodologies and risk management principles. Proficiency with clearinghouse systems (e.g., CME Clearing) and futures back-office platforms. Skills: Excellent analytical and problem-solving abilities. Effective communication and leadership skills. Proficiency in Microsoft Excel, clearing systems, and risk management tools. Preferred Qualifications: Experience with regulatory reporting requirements for FCMs. Knowledge of automated clearing and reconciliation solutions. Experience working with NFA and CFTC regulatory frameworks. Required Licenses: FINRA Series 3 Benefits What We Offer: Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents 401k Employer Contribution: We match your contributions to help you grow your retirement savings Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $125,000 - $155,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Dallas, TX, USA

$125,000-155,000/year

BSA/AML Compliance Officer - To 110K - Dallas, TX - Job 348463843463587329122

BSA/AML Compliance Officer - To 110K - Dallas, TX - Job 3484

BSA/AML Compliance Officer – To $110K – Dallas, TX – Job # 3484 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, 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 client is seeking to fill a BSA/AML Compliance role in the greater Dallas, TX area. This role will be responsible for the administration of the Bank’s regulatory compliance function. This position comes with a generous salary of up to $110K and full benefits package. (This is not a remote position.) BSA/AML Compliance Officer responsibilities include: Lead and oversee the Bank’s Financial Crime Risk Management (FCRM) program, ensuring compliance with BSA, AML, CFT, OFAC, and fraud detection regulations. Design and implement appropriate quality control processes as part of the operational integrity of the FCRM program. Oversee transaction monitoring, suspicious activity reporting, and customer due diligence processes to ensure timely and accurate identification of financial crimes. Manage certain components of third-party relationships, including vendors and larger customers, ensuring they meet the Bank’s standards for financial crime risk management. Supervise and develop the BSA/AML/CFT team, fostering a high-performance culture and continuous professional growth. Work closely with internal stakeholders, including legal, compliance, risk management, and operations teams, to ensure the FCRM program is effectively integrated across the Bank. Develop and deliver training programs to ensure all employees understand financial crime risks and the Bank’s compliance policies and procedures. Promote a culture of compliance throughout the Bank, emphasizing the importance of financial crime prevention and detection. Ensure the FCRM program meets or exceeds regulatory standards, staying current with relevant laws, regulations, and industry best practices. Interpret and apply regulatory requirements, providing clear guidance to stakeholders and ensuring the Bank’s policies and procedures are compliant. Serve as the primary contact for examiners during Financial Crime-related examinations, managing the entire process from engagement to resolution, including working closely with audit teams and managing any required audits. Act as a key liaison with regulators, auditors, and examiners, providing necessary documentation and explanations related to the FCRM program. Conduct regular risk assessments to identify and mitigate financial crime risks, ensuring effective controls are in place and continuously improved. Collaborate with senior management to integrate the FCRM program into strategic banking initiatives, ensuring it supports new business lines. Prepare and present regular reports to the Board of Directors on the FCRM program’s status, including key metrics, compliance updates, and emerging risks. Lead training and education initiatives for the Board on financial crime risks and regulatory changes, fostering informed decision-making and active engagement. Ensure continuous Board involvement in overseeing the Bank’s financial crime risk management efforts. Stay informed of emerging trends and technologies in financial crime risk management, incorporating advanced analytics and innovative solutions into the FCRM program. Regularly review and enhance the FCRM program’s policies, procedures, and technologies to ensure ongoing effectiveness and efficiency. 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: Bachelor’s degree in law, business administration, or similar discipline preferred Ten years direct experience in BSA/AML compliance, BSA/AML audit, regulatory examination, or a combination thereof Certified Anti-Money Laundering Specialist (CAMS) designation or equivalent required Five years direct experience leading a team or department Experience working directly with auditors to remediate compliance issues Experience in oral and written communications, including preparing reports and making presentations, to executive leadership, board and regulators Comprehensive understanding of bank deposit operations, lending activities, cash-intensive and high-risk business banking, and other related consumer banking and compliance functions Excellent communication and interpersonal skills Strong understanding of industry trends, laws, and the U.S. regulatory framework Experience developing and managing BSA/AML risk management programs at a federally regulated bank Ability to make important decisions under pressure Flexible and solution-driven perspective, and a determination and desire to find answers to complex issues Confident in managing policies, procedures and guidelines Exposure to curating, executing and monitoring compliance project. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Dallas, TX, USA

Territory Loan Officer - Dallas/Houston, TX63393560944771123

Territory Loan Officer - Dallas/Houston, TX

LendingOne is a direct private lender for Real Estate professionals headquartered in Boca Raton, FL with additional offices in Charlotte, NC and Great Neck, NY. LendingOne made the Inc. 500 list of the fastest-growing private companies in America in 2019. Along with being rated one of the Top Workplaces in 2024 - for the third consecutive year - by Sun Sentinel! We specialize in providing business-purpose mortgage loans for non-owner-occupied investment properties. We offer fix/flip bridge loans and long-term rental financing. Not a broker nor a bank, but a fully funded lending partner that can close consistently. LendingOne and its affiliates have extensive real estate experience and have provided over $6 Billion in real estate capital. Position Overview: Territory Loan Officers build market position by locating, developing, defining, negotiating, and closing new business relationships. Territory Loan Officers assist both LendingOne and potential borrowers in assessing the borrower's business ventures, analyzing the borrower's income potential, credit worthiness, and advising the borrower regarding the business decision of using LendingOne financial products. A successful candidate will have a strong understanding of real estate ventures and business operations, has a sense of urgency, initiative, and competitive drive to get things done and will possess a natural enthusiasm in working with and through people in the process. We are looking for talented and competitive professionals with consultative sales experience that thrive in a fast-paced environment. This person will maintain the skills necessary to engage professionally and successfully with new clients, building relationships and gaining repeat business. Semi-frequent visits to our Headquarters office in Boca Raton, FL may be necessary. Requirements Qualifications: The following qualifications and responsibilities serve as a position overview and are not exhaustive. Employees are expected to be team players and may take on additional tasks as needed. Preferred Skills: Minimum 2 years of experience in the real estate lending space (conventional/nonQM/mortgage insurance, etc.) Minimum 2 years of professional real estate consultative sales experience with high net-worth clientele Experience in commercial and residential mortgage lending Experience building client relationships by phone Required Skills: Minimum 3 years in business to business sales Excellent written and verbal communication, strong organizational skills, and time management. High attention to detail and critical thinking skills, with the ability to anticipate and address potential issues. Comfortability working in a fast paced, technology driven environment A proactive and adaptable approach to problem-solving with a positive, team-oriented mindset, high-energy, and persistence Responsibilities: Develop and Execute Growth Strategies: Focus on driving financial growth and enhancing customer satisfaction within the assigned geographical territory. Promote LendingOne’s Products and Services: Address and anticipate client objectives, providing tailored solutions to meet their investment needs. Engage with Prospective Clients: Arrange and conduct business meetings to build relationships and identify new opportunities. Act as a Trusted Advisor: Educate clients on LendingOne’s products and services, analyze their assets and investments, and guide them through the lending process while offering personalized financial advice. Nurture Client Relationships: Provide exceptional service, cultivate long-term partnerships, and secure repeat business through consistent communication and support. Evaluate and Screen Business Opportunities: Protect LendingOne’s interests by analyzing market strategies, deal requirements, and financial viability while recommending suitable products and services. Facilitate Smooth Transactions: Collaborate with internal teams to ensure the timely collection of required documents and the seamless execution of the closing process. Communicate Effectively: Maintain clear and consistent communication with internal and external stakeholders regarding progress, timelines, and key deliverables. Drive New Business: Proactively contact potential partners and clients in a lead-generated environment, successfully closing new business opportunities. Benefits Why LendingOne: Diverse and inclusive workplace, with a supportive and friendly team Company awards, recognitions, and community involvement opportunities Comprehensive benefits package: medical, dental, vision, short and long-term disability, flexible spending accounts, generous 401(k) match, and more! 10 Company-paid holidays, and Paid-time Off Work-From-Home Fridays! Regular company-sponsored lunches, team-building and social events, and company swag to promote engagement and connection We believe in promoting from within Dedicated Learning & Development Team: comprehensive technical training, career paths, and education reimbursement opportunities! LendingOne is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, or marital status.

Settlements Associate63392049786625124

Settlements Associate

About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally. Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation. About the Team & Role: The Settlement Associate is responsible for clearance and settlement of various products in the US and International markets. Working knowledge of Equity, DTCC, NSCC, and back-office operation is a plus. Associate will work closely with other groups across Operations, Sec Lending, Trading ops and Compliance. The ideal candidate is a self-starter with exceptional attention to detail and the ability to work independently under tight deadlines. This role must be based at the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. What You’ll Do: Daily clearance and settlement of Equity. Ensure timely settlement of trades. Instruct, monitor, and settle both free of payment and payment balance order. Security master updates and corporate action processing. Monitor and resolve suspense items and investigate position breaks Liaise with Middle Office to remediate any settlement issues. Liaise with counterparties regarding unmatched trade instructions/details and escalate issues in a timely manner. Support the business to process requests timely and efficiently. Proactively mitigate risk by reviewing and improving procedures and processes. Generate and save various settlements reports that must be distributed to various teams. Understands and follows all Regulatory and Compliance guidelines. Understanding of RegSHO 204 and 15C3 segregation rule is a plus. Collaborate with IT to identify and implement improvement opportunities. Perform and assume other duties as needed. Requirements What You Bring: 2+ years of experience in Back Office (Clearing, Corporate Actions, Settlements, etc.), Banking, Brokerage, Financial, and/or Operations environment Bachelor’s Degree or equivalent experience in Finance Familiar with Financial Markets and instruments, specifically Equities and Options Knowledge of basic accounting principles Solid analytical and problem solving skills Great interpersonal skills Excellent communication skills (written and verbal) Strong attention to detail Able to work with and coordinate with team members within the department as well as other areas of Operations Highly organized and able to prioritize multiple tasks with minimal overview Strong to moderate skills in Microsoft Excel (Able to create spreadsheets, write Macros, run Pivot Tables, Etc.) Any prior experience in Corporate Actions, DTC settlements, Securities Lending and/or Account Transfers (ACATS) preferred Active FINRA Series 99 or higher licensing a plus Benefits What We Offer: Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents 401k Employer Contribution: We match your contributions to help you grow your retirement savings Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $80,000 - $110,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Dallas, TX, USA

$80,000-110,000/year

Client Service Representative/Paraplanner Park Place Financial63499843100419125

Client Service Representative/Paraplanner Park Place Financial

We are an independent financial planning firm in Bellaire, Texas. The successful candidate will be a highly motivated self-starter who is interested in making a difference in the lives of clients. We seek an individual willing to take initiative and seize opportunities to grow with the business. We seek an individual who can work full time in the office. We work primarily with people who are retired or who are retiring soon. Our practice is largely focused upon helping clients pay less tax and not outlive their money. Position Duties and Responsibilities: · Maintain ongoing relationships with existing clients · Process new account paperwork. · Process distributions, Roth conversions, and other transactions. · Respond to client inquiries. · Scheduling meetings with clients. · Assist clients with website access, password resets, etc. · Prepare for and follow up on client meetings. · Responsible for meeting compliance requirements. · Assist with administrative and marketing duties. · Potential to become a financial advisor. Qualifications: * Bachelor’s Degree preferred * Active 7, 63 and 65, or Series 7 and 66 preferred * Texas Insurance License ideal * 3 years or more experience in financial services * Excellent written and oral communication skills * Ability to prioritize tasks and meet deadlines * Strong client service orientation * Outgoing, friendly personality a plus * Familiarity with NFS, Redtail, and Emoney a plus Must be able to pass a background check including fingerprinting. Compensation: * $50,000 - $75,000 depending upon skill and experience * Employer pays 100% of employee health and dental * 401(k) with match * Profit Sharing Plan * Discretionary Quarterly Bonus

Bellaire, TX 77401, USA

$50,000-75,000/year

Financial Planner - Symonds Wealth Management63392016906371126

Financial Planner - Symonds Wealth Management

Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention to detail as they execute on portfolio trading, data gathering, modeling, case design, scenario building, and plan and presentation development. Summary The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Essential Duties and Responsibilities • Supports Lead Advisor of a large book of business including managing client needs regarding service, asset allocation, case design and financial planning • Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation • Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews • Manage data and plans in financial planning software • Learn the technical aspects of the advisor position and prepare to service clients independently • Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply • Deepen client relationships and establish credibility and rapport both in person and via phone • Clearly articulate complex concepts to customers • Proactively communicating with clients and following up on all contacts assigned • Ability to manage and prioritize multiple and competing priorities on a daily basis in pursuit of business objectives • Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business • Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork • Develop Centers of Influences such as community involvement, CPA’s and attorneys, etc. • Other duties as assigned Knowledge, Skills, and/or Abilities • Strong understanding of financial services industry and diverse investment products • Basic computer skills are essential (Outlook, Word, Excel and Power Point) • Excellent communication skills, both verbally and in writing • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once • Ability to build relationships with clients and internal partners and influence others without direct control Education and/or Experience • Bachelor’s degree (finance, accounting or related field preferred) • The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration • Series 7 and 63 required • Series 65/66 preferred (or ability to obtain) • CFP or CIMA preferred Knowledge, Skills, and/or Abilities

Fort Worth, TX, USA

Purchasing Coordinator63392015885187127

Purchasing Coordinator

The purchasing coordinator is responsible for ordering all hospital supplies and ensuring that all departments and units are fully stocked. Supervision of the inbound/outbound materials, oversight of the purchase and delivery of medical supplies, along with placement of delivery orders are included in the scope of the role. Duties include but are not limited to: Manage expenses by maintaining an accurate log of expenditures to be submitted to CFO for regular month-end financial review Establish an inventory maintenance process that can be scaled and adapted hospital-wide. The inventory maintenance process should focus on expiration dates, supply count, rate of refill, and cost Assist in coordinating all inbound and outbound traffic to maximize cost-effectiveness Provide expert insight on supply chain solutions to C-Suite Executives and Department Heads to ensure supply solutions are met and maintained Develop and maintain client relationships by providing best-in-service customer care Leverage vendor relations to negotiate and maintain best rates consistent with company policy and procedure Observe and adhere to company policies and procedures Requirements Ability to meet needs in a high-speed healthcare setting Ability to lift and or move (minimum of 25 lbs.) materials using proper body mechanics Ability to support job function by way of standing, sitting, or lifting for prolonged periods of time (the employee may be required to stoop, kneel, crouch, crawl, or lift) High School diploma or equivalency. Required and preferred qualifications: Preferred: Working knowledge of medical supplies Bachelor’s degree in a related field 1 year healthcare experience 2 years of experience in supply chain Excellent organization, cross-collaborative communication, and planning skills Required Driver’s license High school diploma or equivalent Willingness to submit to a pre-employment drug screen, physical, and background test Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Paid Time Off (Vacation, Sick & Public Holidays) Life Insurance (Basic, Voluntary & AD&D) Short Term & Long Term Disability

DeSoto, TX 75115, USA

Associate/Service Wealth Advisor SilverStar Wealth Management63499833190147128

Associate/Service Wealth Advisor SilverStar Wealth Management

An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate/Service Wealth Advisor for a great opportunity for the right person. This person will report to the Lead Advisor and be the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Requirements Essential Duties and Responsibilities Supports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case design, and financial planning Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews Manage data in financial planning software—Emoney Responsible for client meeting preparation and follow-up, including assembling paperwork, account reviews, report generation, and meeting documentation Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply Deepen client relationships and establish credibility and rapport both in person and via phone Clearly articulate complex concepts to customers in a simple and easy-to-understand manner Proactively communicating with clients and following up on all contacts assigned Ability to manage and prioritize multiple and competing priorities daily in pursuit of business objectives Active engagement in client events, marketing and sales efforts on behalf of the firm; not required to build own book of business nor develop new prospects Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork Other duties as assigned Knowledge, Skills, and/or Abilities Strong understanding of the financial services industry and diverse investment products Basic computer skills (Outlook, Word, Excel and PowerPoint) are essential Excellent communication skills, both verbally and in writing Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once Ability to build relationships with clients and internal partners and influence others without direct control Education and/or Experience Bachelor’s degree in finance, accounting or a related field preferred The ideal candidate will have 3+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and financial planning concepts Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration Series 7 and 63 preferred Series 65/66 preferred Texas Insurance License preferred Compensation Compensation is commensurate with experience and qualifications Potential for attractive quarterly bonuses Matching 401(k) plan with the potential for profit-sharing contributions Health, life, and disability insurance available

Cypress, Houston, TX, USA

Sr. Relationship Manager - To 140K + Bonus - Dallas, TX - Job # 279863499931517187129

Sr. Relationship Manager - To 140K + Bonus - Dallas, TX - Job # 2798

The Position Our bank client is seeking to fill a Sr. Relationship Manager role in the Dallas, TX area. The successful candidate will engage in business development activities and solicitation of new business. The position includes a generous salary of up to $140K plus bonus and an excellent benefits package. (This is not a remote position). Sr. Relationship Manager responsibilities include: Seeking, negotiating, underwriting, and coordinating the closing of major and complex commercial, commercial real estate, SBA, equipment, and some consumer loans, in compliance with the Bank’s lending policies and procedures Maintaining/acquiring relationships with existing and potential customers; visiting sites of loans; negotiating loan terms and conditions; approving loans within established lending limits or referring and recommending acceptance to the Chief Credit Officer or Loan Committee. Directly responsible for meeting annual deposit and loan growth goals assigned by Senior Management. Participating with Senior Management in developing, analyzing, and finalizing complex loan agreements with representatives of large businesses Interviewing prospective applicants and requesting all documentation/information related to loan or credit application. Performing pre-qualification assessments and analysis of financial condition and risk of financing requests within the framework of bank credit culture and current economic and industry trends from applicants. Gathering and analyzing all information necessary to present a financing request to Senior Management or Loan Committee for approval. Coordinating processing of approved loans; ensuring loans are processed according to the agreement, and customer needs and conforms to bank lending policies Ensuring that credit inquires and UCC filings are researched to determine credit worthiness and appropriate collateral positioning Updating and corresponding with legal counsel and collectors on workouts, bankruptcies, and charge-offs to ensure all possible precautionary actions or measures are taken. Providing leadership and training to loan officers and other staff members. Various duties as assigned. Requirements Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Five or more years of commercial banking experience. Successful NMLS Registration required. Mastered knowledge of commercial, construction, real estate, and consumer loan processing. Mastered experience in all lending activities and terminology. Advanced knowledge of related state and federal lending and compliance regulations, and other Bank lending policies. Advanced experience with financial statements and tax return analysis Proven ability to develop marketing and business development skills with customers. Exceptional verbal, written, and interpersonal communication skills. Proficient with Microsoft Office and specialty software programs. Benefits The position includes a generous salary of up to $140Kplus bonus and an excellent benefits package. (This is not a remote position).

Dallas, TX, USA

Digital Banking Manager - To 120K - Dallas, TX - Job 559FR634998276597791210

Digital Banking Manager - To 120K - Dallas, TX - Job 559FR

Digital Banking Manager – To $120K – Dallas, TX – Job # 3559FR 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 Dallas, TX-based bank client is seeking to fill a Digital Banking Manager role. The successful candidate will identify opportunities for strategic shifts and business process transformations, translating the Bank and business strategies into near- and long-term digital initiatives and roadmaps aligned with the Bank’s strategies to drive growth by converting traditional businesses/transactions to digital ones. This position offers a generous base salary of up to $120K and an excellent benefits package. (This is not a remote position). Digital Banking Manager responsibilities include: Developing, growing, and leading the digital banking team, including content strategy, platform strategy, product development, digital analytics, digital marketing, operations, and sales and customer relationship management. Setting and implementing a digital strategy, driving digital innovation, expanding the Bank’s digital ecosystem, and establishing and executing key performance indicators and metrics to measure return on investment for digital initiatives. Owning and centrally monitoring the digital portfolio to ensure digital bank growth and financial profitability goals are achieved and key digital initiatives across the Bank are implemented within budget, and in alignment with overall organizational direction and key strategic initiatives. Championing and driving results through engagement with teams across the Bank to generate innovative digital solutions for products, services, processes, customer experiences, marketing channels, and business models. Developing fact-based metrics to measure, monitor, and report on the ROI of digital projects to ensure they create value by improving client engagement and loyalty, driving new revenues, or achieving new efficiencies. Strongly support and adhere to information security policies and practices to ensure the safety of critical information, regulatory compliance, and appropriate levels of internal controls associated with increasing the Bank’s digital products, services, and processes to protect customer data, internal business systems, and market-facing customer solutions. Maintaining a well-balanced approach between digital growth and innovation and increases in risk to the Bank associated with fraud. Staying abreast of emerging digital trends related to technology that employ innovative solutions that improve the delivery and expansion of banking and overall financial services to meet/exceed the expectations of our customers. 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: Advanced degree in Business, Technology, or Management. Five or more years of digital banking management experience. Five or more years of strategic leadership experience and people management experience (preferably in operations, sales, customer relationships, and digital marketing). Proven record of leading successful digital transformation projects and digital team(s) for financial institutions. Maintain up-to-date knowledge of and adhere to all state and federal regulations that pertain to this position including but not limited to Bank Secrecy Act, Consumer Privacy, and Fair Lending. The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills. Thorough understanding of the financial services industry particularly on evolving trends and the opportunities for growth afforded by digital technology. Ability to function as a strategic leader who passionately articulates the digital future of the banking system and expands digital capability throughout the financial services system. Demonstrated cross-functional communication and relationship-building skills to generate trust, teamwork, and collaboration. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Dallas, TX, USA

Mortgage Loan Processor633934963562251211

Mortgage Loan Processor

M/I Homes has been building new homes of outstanding quality and superior design for more than 40 years. Founded in 1976 by Irving and Melvin Schottenstein and guided by Irving’s drive to always “treat the customer right,” we have fulfilled the dreams of over 140,000 homeowners and grown to become one of the nation’s leading homebuilders. M/I Homes started as a family business and grew into a national leader in a single generation with divisions in 16 markets, including Austin, Charlotte, Chicago, Cincinnati, Columbus, Dallas, Detroit, Houston, Indianapolis, Minneapolis, Nashville, Orlando, Raleigh, San Antonio, Sarasota, and Tampa. Job Summary: Processes applicable documentation for FHA, VA and Conventional mortgage loan applications and prepares required packages for loan approval. Duties and Responsibilities: Gathers, analyzes and processes necessary documentation from applicant(s), credit bureaus, employers, and various creditors to verify financial information and credit standings Reviews, organizes and collates application and loan information to ensure timeliness and accuracy in providing a useable credit file to be submitted to underwriting for approval Communicates with applicant(s), underwriters and/or creditors to resolve problems or questions regarding application information Assists with special projects as requested and perform additional duties as required. Able to close between 15 to 20 files per month. Requirements Skills and Abilities: Customer-service oriented with good verbal and written communication skills for interaction with a variety of people inside and outside of the organization. Ability to elicit, interpret, analyze and evaluate given information relative to underwriting guidelines and lender requirements. Excellent organization skills and detail-oriented aptitude. General administrative abilities to include typing, filing and use of computer, calculator, copier and facsimile machines. Fluent Spanish speaking preferred. Benefits M/I Homes offers a comprehensive benefits package, including medical, dental, vision, paid time off and paid holidays, paid parental leave, traditional and Roth 401(k) options, a profit sharing plan, an employee stock purchase plan, an employee home purchase plan and more. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. M/I Financial, LLC 4131 Worth Ave, Suite 460, Columbus, OH 43219. Company NMLS# 50684. For information on MIF licensing, please visit https://www.mihomes.com/financing #IND123

Houston, TX, USA

Client Service Associate - Symphony Wealth Group633934814341151212

Client Service Associate - Symphony Wealth Group

The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. This position is full-time and in the office. Essential Duties and Responsibilities • Support Advisors of a growing book of business, requiring the handling of all administrative functions for the office. • Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and post-meeting documentation. • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available. • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards. • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance • Maintain CRM database; define and ensure adherence to appropriate client service models. • Manage multiple and competing priorities daily in pursuit of business objectives. • Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages. • Other duties as assigned. • This is a Full Time position in the office Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities • Basic computer skills (Outlook, Word, Excel. Adobe) • Strong administrative and time management skills with superior attention to detail. • Able to work independently and effectively manage multiple tasks at once. • Excellent communication skills, both verbally and in writing. • CRM knowledge a plus. Education and/or Experience • The ideal candidate will have 2+ years of experience in administrative support in a professional environment. • High School Diploma or Associate's degree required • Previous experience in financial services a plus

Commercial Loan Processor - To 72K - Dallas, TX - Job 3560FR634998122654751213

Commercial Loan Processor - To 72K - Dallas, TX - Job 3560FR

Commercial Loan Processor – To $72K – Dallas, TX – Job # 3560FR 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 bank client is seeking to fill a Commercial Loan Processor role located in the Dallas, TX area. The position is responsible for the preparation, accuracy, and completeness of commercial loan packages, using the Bank’s documentation system and procedures. The candidate will be processing and preparing commercial loan products, as assigned. The opportunity has a generous salary of up to $72K and a full benefits package. (This is not a remote position.) Commercial Loan Processor responsibilities include: Processing commercial loan requests for both new and renewal loans using prescribed procedures and software. Making an initial review of the loan approval (Profile), using information available on the loan processing software system and credit file, obtaining required information for underwriting, and preparing loan closing documents. Preparing all necessary loan documents including Promissory Note, Business Loan Agreement, Construction Loan Agreement, Disbursement Request and Authorization, Resolutions, and Loan Checklist using information from the loan application, profile, and title policy. Confirming loan approval authority as defined by bank policy; review and obtain an understanding of the loan transaction from the Loan Profile. Determining that initial underwriting documentation is present according to the approval document. Reviewing credit files and determining additional documentation needs to support underwriting requirements, such as entity papers, credit reports, purchase contracts, lien searches, title work, appraisal or evaluation, environmental questionnaire, survey, life insurance, and property liability insurance. Ordering supporting documentation from approved vendors and working with loan officers or customers as needed. Renewal loan processing includes entering the loan into loan software and working with the servicing loan officer to move the approved credit to close. Communicating results of documentation review and any processing issues to the loan officer on a timely basis. Balancing transactions and preparing all general ledger tickets and cashier’s checks for disbursement. Preparing wire forms, wire tickets, and authorizing wires for loan proceeds. Processing loan file post-closing, including preparation and delivery of instruction letter and the closing packet to the title company if needed. Assisting with additional loan operation roles, as requested or necessary. 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; two (2) year degree or higher preferred. Two or more years of experience in commercial loan document preparation and/or document processing. Understanding of the required documentation for commercial term loans and lines of credit and the associated collateral documentation. Ability to prioritize work on complex loan transactions to meet scheduled loan closing dates. Knowledge of compliance requirements for commercial borrowers. Knowledge of related state and federal lending and compliance laws and regulations, and other Bank lending policies. Highly accurate data entry skills and a strong level of skill working with a variety of PC and internet applications, including LaserPro, Excel, Word, and PowerPoint, and the ability to navigate key industry-specific Internet sites. Strong multi-tasking, time management, thoroughness, and accuracy skills required. Solid communication and organizational skills with a focus on teamwork and cooperation. A high level of confidentiality is required. Ability to work under deadlines with frequent interruption. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Dallas, TX, USA

Member Support Specialist634998120602891214

Member Support Specialist

We are seeking a dedicated Member Support Specialist to join our studio team. This role is key in ensuring a positive and seamless experience for all members. The Member Support Specialist will assist the studio team with membership conversations, first time class-takers, lead engagement, and general studio duties assigned by the Studio Manager(s) and the Director of Operations. As the first and last point of contact for members, the Member Support Specialist plays a vital role in creating a welcoming and positive environment for everyone who walks through our doors. The Member Support Specialist will: Casual role, which requires early mornings, evenings and weekend work Visually inspect the equipment prior to the beginning of class to ensure equipment is in good working order and safe to use Responsible for studio tidiness and returning equipment to standards set by studio management Participate in networking/community events as needed and studio promotions to generate new business Stay up to date with, and implement FS8 brand and athletics standards at all times Working front desk + establishing relationships with current and future members Making sales phone calls (# dictated by manager for each shift) + following up member inquiries during each shift Attention to detail during shift for member experience Stocking laundry, studio supplies, and rolling towels in preparation for classes Willingness to evolve with new developments in the fitness industry Professional attire + presence in studio Representing the elements of the brand Minimum of 20 hours/ week, + 40 calls/ shift Any other duties as assigned Requirements Valid CPR and First Aid Certificate Excellent customer service skills Professional and effective communication skills In-depth understanding of the benefits of Pilates, Tone and Yoga. Passion for learning and attending continued education training Punctual and Reliable

Austin, TX, USA

Licensed Life Agent634998051255051215

Licensed Life Agent

Yellowstone Life Insurance Agency, LLC, an Integrity Company, is in search of a Licensed Life Agent to join our dynamic team. In this role, you will have the opportunity to impact lives positively by providing critical insurance solutions to families across the nation. As a Licensed Life Agent, you will engage with clients and guide them through the process of selecting the appropriate life insurance coverage that aligns with their needs and financial goals. You will utilize our innovative lead generation systems, which connect you with individuals actively seeking insurance options, ensuring you can focus on building relationships and closing sales. We value individuals who are passionate about helping others, possess strong communication skills, and have a drive for success in a commission-based environment. If you're ready to elevate your career in the insurance field, we invite you to apply! Responsibilities: Engage with clients, acting as a trusted advisor to provide tailored life insurance solutions. Conduct comprehensive needs assessments to understand clients' unique situations and recommend appropriate coverage. Educate clients on the benefits, features, terms, and limitations of various life insurance policies. Assist clients in completing applications and collecting necessary documentation for policy issuance. Maintain ongoing relationships, following up regularly to review policies and adjust coverage as necessary. Collaborate with insurance carriers to ensure smooth processing of applications and favorable policy terms. Requirements A valid Life Insurance License is required. Strong interpersonal and communication skills. Ability to build rapport quickly and effectively with clients. Excellent problem-solving abilities and attention to detail. Self-motivated with strong organizational skills. Prior experience in sales or the insurance industry is preferred but not mandatory. Benefits Freedom & ability to work virtually

Manager, Customer Success634999699004171216

Manager, Customer Success

Helpshift bridges the disconnect between conventional customer service channels — such as email and phone support — and a growing consumer base that does more on mobile phones with a strong preference for messaging as the primary mode of communication. Through Helpshift’s AI-powered customer service platform, companies can resolve issues more efficiently, boosting customer satisfaction in the process. Companies such as Activision, Brex, Coupons.com, Electronic Arts, Supercell, Tencent, Zynga and hundreds of other leading brands use the Helpshift platform to provide messaging-first customer support. Helpshift is installed on over two billion devices worldwide and serves more than 820 million active consumers monthly. We are looking for a Customer Success Manager to work with our West coast based customers. In this role, you will be working with customers in the US, among other places. You’ll have the opportunity to work with today’s leading B2C brands, as they begin their journey to provide the customer support experience that their customers want and need. We are looking for self-starters, with a bias toward action that can clearly articulate their data-centric points of view and effect experiential change, to join us in revolutionizing customer relations. If you are excited to learn more about cutting edge technology including mobile-first asynchronous messaging, Bots, and AI, we’re the Customer Success team for you! Responsibilities: You will build strong executive and business user relationships with Helpshift’s customers. You’ll have the opportunity to work with a global CSM team and collaborate across North America, EMEA and APAC. You'll partner with Account Managers on value creation to successfully renew and grow the customer. You will work with customers to establish critical goals, or other key performance indicators that aid them in achieving their goals, increasing renewals and reducing churn. You will be the Helpshift product expert from the business user perspective, becoming a trusted, strategic advisor for your customers. You will develop and present quarterly business review data to your customers and prepare post-meeting reports. You will serve as your customer’s advocate throughout the duration of the contract lifecycle, from successful completion of the onboarding process to the identification and development of upsell opportunities. You will communicate your technical knowledge of Helpshift’s platform educating clients on best practices regarding SDK configurations and internal Dashboard setup. You will advocate for customer needs cross-departmentally and manage issue escalation to the development team as needed. You will manage several projects and customers at one time, responding as needed to high priority client inquiries throughout the day, evening, and weekend when necessary. Requirements: You have 3+ years' experience helping Enterprise and Mid-Market customers reach their goals, while surpassing your teams’ measures of success in the process You adapt quickly and thrive in a fast-paced, growing, and deadline-driven environments where flexibility and teamwork are critical You’re able to navigate an Enterprise organization’s political landscape to develop and expand relationships at all levels while driving large-scale, highly visible, strategic initiatives for customers You have seamlessly supported 30-40 Mid-Market and Enterprise customers at a time Bonus points for a master's degree or equivalent experience Phases of our recruitment journey: You send us your application with your updated resume and application form. After reviewing your candidacy, we’ll invite you for the online Interview via MS Teams with one of our Talent Acquisition Specialists and Hiring Manager. It’s a perfect chance to exchange questions and get to know each other better. There might be also an additional stage interview. At the end of our journey - hopefully you will receive an offer! Our recruitment process is fully online and remote. We value each application and review every candidate individually. Our recruitment team will get back to you as soon as they can to inform you about the status of your candidacy. If you're interested in joining our team, we highly encourage you to apply. 😊 That would be it from us - now we are waiting for your move! #imaginemore Privacy policy: By providing your information in this application, you understand that we will collect and process your information in accordance with our Applicant Privacy Notice. For more information, please see our Applicant Privacy Notice at https://www.keywordsstudios.com/en/applicant-privacy-notice.

Cash Operations Manager634999160110111217

Cash Operations Manager

Dolphin Debit is a full-service ATM management company and a wholly owned subsidiary of Euronet Worldwide (EEFT). Dolphin Debit offers a complete suite of ATM management services, from routine maintenance and monitoring to cash Management and compliance updates. This job is located in our Spring, TX office and will be in office. The Cash Operations Manager is responsible for managing day to day cash operations by providing guidance to cash team members on daily tasks, escalating high priority issues with vendors and 3rd party armor companies. Responsible for developing overall strategy of the cash operations department, recommending, and implementing improvements, and reporting performance to senior management. Responsibilities Provides guidance and approvals for cash team members regarding operational procedures Oversees daily cash tickets and monitors for completion, flags high priority tickets for resolution Mediates between clients and vendors regarding service issues and client-specific requests Meets with internal department managers to identify chronic service issues across the fleet and determine best solutions Meets with 3rd party armor companies to improve overall performance of cash replenishment services Works alongside internal department managers to understand big picture activity and present cohesive communication to clients Coordinates with clients and vendors to reconcile cash discrepancies and research out of balance issues Acts as primary escalation point for unresolved cash issues, investigating problems that arise and communicating directly with vendors to close outstanding items Accomplishes related results as needed Requirements Strong, positive, leadership, and supervisory presence proven through operations experience Excellent computer skills and a working knowledge of Microsoft programs required Advanced Excel user Excellent verbal and written communication skills and ability to teach, coach, and present to small and large groups Ability to build and maintain long-term relationships with vendors and clients Bachelor of Business Administration—or a similar degree or equivalent work experience Experience in banking or retail cash, and ATM operations preferred Benefits 401(k) Plan Health/Dental/Vision Insurance Employee Stock Purchase Plan Company-paid Life Insurance Company-paid disability insurance Tuition Reimbursement Paid Time Off Paid Volunteer Days Paid Holidays Casual Office Attire Plus many more employee perks & incentives! We are an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Spring, TX 77373, USA

Commercial Lender - To 150K + Bonus - Dallas, TX - Job # 2642634997908396811218

Commercial Lender - To 150K + Bonus - Dallas, TX - Job # 2642

The Position Our bank client is seeking to fill a Commercial Lender role to be based in the Dallas, TX market. The successful candidate will make and service a variety of CRE, C&I, and SBA loans. The candidate will also assist senior officers in handling larger and more complicated loans and provide other customer services as may be required. This position offers a generous base salary of up to $150K plus bonus and an excellent benefits package. (This is not a remote position – must be based out of the DFW area.) The candidate can lend to clients in all of Texas and Oklahoma. Commercial Lender responsibilities include: Developing and managing commercial loan accounts that meet established lending requirements and provide maximum profitability at minimum risk. Soliciting commercial clients; actively seeking and obtaining quality new business through client and prospect calls, referrals, and cross-selling efforts. Obtaining and maintaining COI’s and attending various networking events in the assigned geographic area. Generating a wide variety of commercial and real estate loans. Contributing to deposit growth by cross-selling and promoting additional banking products Collecting and analyzing information that reflects the current creditworthiness of customers and the current merits of existing loans. Reviews and analyzes title reports or surveys to determine issues and any present or potential risks. Analyzing applicant financial status, credit, and property evaluation to determine the feasibility of granting the loan or submitting an application to a credit analyst for verification and recommendation. Meeting with applicants to obtain information for loan applications and to answer questions about the process. Guiding loans through the approval and closing process. Explaining, promoting, cross-selling, or referring banks, insurance, and trust products or services. Representing the Bank in the community through professional and civic involvement is critically important to this role. Requirements 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: Bachelor’s degree in banking, finance or other related field is preferred. Seven or more years of direct lending or credit support-related experience with a focus on business relationships. Proven background in generating both CRE and C&I loans of between $12MM and $15MM in annual production. Formally credit trained and /or underwriting knowledge and experience are preferred. Experience analyzing financial statements. Knowledge of the Dallas/Fort Worth commercial market is preferred. Familiarity with the sales, loan processing, and closing processes. Extensive knowledge of Commercial Banking products and services including working knowledge of C&I as well as Owner-Occupied and Investment Commercial Real Estate loans. Thorough knowledge of Federal and State regulations covering commercial banking activities. Ability to expand loans, client relationships, and cross-sell bank products. Strong analytical ability with effective written and verbal communication skills required. Efficient use of Outlook, Word, and Excel applications. Excellent interpersonal skills. Benefits This position offers a generous base salary of up to $150K plus bonus and an excellent benefits package. (This is not a remote position – must be based out of the DFW area.) The candidate can lend to clients in all of Texas and Oklahoma.

Dallas, TX, USA

Member Service Representative II635000358389791219

Member Service Representative II

Join Advancial Federal Credit Union as a Teller and become a pivotal part of our mission to deliver exceptional customer service and innovative financial solutions to our members. We are proud to be recognized as a Best Company to Work for in Texas and a Best and Brightest Company nationally, which reflects our commitment to our employees and their careers. As a Teller, you will serve as a vital liaison between our members and the Credit Union, ensuring that their daily financial needs are met efficiently. This position involves processing routine transactions, such as deposits, withdrawals, and loan payments, while also promoting a variety of credit union products and services. Key Responsibilities: Cross-sell a wide array of credit union products, including loan and deposit services. Accurately process member transactions, including cash handling and account management. Open new accounts and ensure compliance with policies regarding member eligibility and account procedures. Handle member inquiries and resolve any concerns with professionalism and care. Maintain accurate records and bank documentation, balancing cash drawers at the end of each shift. This exciting opportunity is based at our Richardson Branch, and we look forward to welcoming a dedicated and motivated individual to our team! The salary range for this position is $16.15/hr. - $20.19/hr. and based on relevant experience. Requirements Qualifications: To excel in the role of Teller, candidates should have: A high school diploma or equivalent. At least 6 months of related experience and/or training in a customer service or financial environment. Strong communication skills and a service-oriented approach. The ability to handle multiple tasks efficiently and maintain accuracy under pressure. Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer, committed to diversity and inclusion in the workplace. Benefits EDUCATION and/or EXPERIENCE High School diploma or equivalent; and 6 months related experience and/or training. 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.

Richardson, TX, USA

Member Services Representative II633920344595231220

Member Services Representative II

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.

Dallas, TX, USA

Personal Banker/Member Services Representative III633920833265951221

Personal Banker/Member Services Representative III

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 Mesquite branch. Must be willing to work at least two Saturday shifts per month. Supervisor and loan experience a plus. SUMMARY Interviews loan applicants and processes applications. Gathers background information and analyzes credit history. Serves as liaison between member and the Credit Union. Provides account information, opens new accounts, and handles member's daily credit union needs. This position requires the employee to be service-oriented, self-motivated, and to be able to perform a variety of tasks. 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. Meets established goals for acceptable penetration or monthly sales numbers on all ancillary loan products. Interviews applicant and requests specified information for loan application. Ensures loan agreements are complete and accurate according to policy. Serves as subject matter expert and provides assistance to members about products that best meet their needs. Acting supervisor in the absence of the Branch Manager. This includes the opening and closing of branch as needed. Works loan to obtain approval from centralized lending and then closes loan with member. Responsible for securing liens on motor vehicles, and ensuring that the right documentation includes appropriate lien position on home equity loans. Opens new accounts, checking, certificates, money markets, IRA or CD accounts. Verifies eligibility for new account and processes through ChexSystems prior to opening new accounts. Processes check orders for members. Responsible for maintaining a working knowledge of lending procedures, Credit Union guidelines, Lending Software, and the benefits and features of all loan products. May perform the following teller duties: receives checks and cash for deposit, verifies amount, and examines checks for endorsements. This includes loan payments and processing credit card payments and cash advances. 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. Apply payments to AFCU loans, credit card payments and cash advances. Enters customers' transactions into computer to record transactions, and issues computer generated receipts. Responsible for picking up and processing the Night Drop deposits from the branch ATM. .Responsible for correcting all new account exceptions or transactional errors under Teller Number. Provides account information and handles 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. Makes copies and files correspondence and other records on a daily basis. Opens and closes the branch as needed. The salary range for this position is $20.69 -$25.86 /hr. and is based on relevant experience. Requirements EDUCATION and/or EXPERIENCE Associates Degree (A.A.) or equivalent from two–year College or technical school; or six months related experience. Or equivalent combination of education and experience. 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.

Mesquite, TX, USA

Retirement Plan Operations Specialist633920019215391222

Retirement Plan Operations Specialist

This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. The wage for this position is $23 per hour, equivalent to an annual salary of $47,840. Does the thought of helping entrepreneurs across the country realize their dreams of building their own company excite you? For the last 21 years Guidant Financial has been on a mission to empower entrepreneurs and increase the number of people who succeed in small business. Join our team and be part of the impact by delivering innovative funding solutions and building cutting-edge technology. To date, we have put $5 billion of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs for the economy. We want you to feel as empowered as the entrepreneurs we serve, making a meaningful impact on their success and your own career. Our Values Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way. Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself. Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better. Role Summary As a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You’ll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return. What You'll Be Doing: Work with clients to obtain necessary information to prepare the annual reporting Review documents submitted by clients for completeness and accuracy Reconcile plans with only rollovers and plan stock using Excel and administration software Utilize administration software to complete 401(k) testing and reporting Make outgoing reminder calls and send emails to clients during the plan year reporting process Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents Extra Tasks Share knowledge and explain complex topics simply Training on concepts for a Retirement Plan Administrator I Performs other duties as required Requirements Must be 18 years of age Excellent verbal and written communication skills Meticulous attention to detail and proactive approach to problem solving Skills in customer service, organization, and collaboration Adequate math and analytical skills Proficiency in using Microsoft Excel, Word, and Outlook Associate’s or bachelor’s degree in a related field (business, finance, etc.) or equivalent work experience preferred Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred Ability to work in an autonomous environment where you can be a self-directed worker Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and been seen. Additional Requirements Must pass a background check Must meet work from home requirements to qualify Complete continuing education based upon current certifications For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist of: A designated workspace (such as a home office) where you can concentrate and be productive. Reliable high-speed internet to ensure seamless communication and collaboration. Benefits Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals. Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles! Wellness at its Best: Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect. Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment. An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events. Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support. This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO The wage for this position is $23 per hour, equivalent to an annual salary of $47,840

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