Customer Service Representative - State Farm Agent Team Member Austin Bradford - State Farm AgentCustomer Service Representative - State Farm Agent Team MemberGrand Prairie, TXFull timeAs a Customer Service Representative with Austin Bradford State Farm, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance business. You will enhance your career while resolving customer inquiries, coordinating with other agent team members, and anticipating the needs of the community members you support.
Identity Security Posture Management (Ispm) Specialist Kemper Corp.Identity Security Posture Management (Ispm) SpecialistDallas, TX$89,000–$148,100 / yearThis role partners with Account Operations, IGA, PAM, Cybersecurity Operations, IT infrastructure, and application owners to reduce identity attack paths, strengthen privileged access controls, and produce measurable risk reduction aligned to regulatory and audit expectations. Identify and track identity security issues such as excessive privileges, dormant accounts, misconfigured admin roles, weak authentication enforcement, privilege escalation paths, and risky third-party access.
Risk Advisory Services Principal Baker Tilly Virchow Krause, LLPRisk Advisory Services PrincipalHouston 500 Dallas St, TXWork closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Financial Planning & Analysis Analyst Patriot MobileFinancial Planning & Analysis AnalystGrapevine, TXFull timeEssential Functions and Responsibilities:· Build and maintain complex financial models to project future financial performance· Coordinate the annual budgeting process across multiple business units· Update monthly and quarterly forecasts to reflect changing market conditions· Perform monthly variance analysis comparing actual results against budget and forecast· Identify the key drivers behind financial deviations and communicate associated risks to management· Prepare and deliver monthly financial reporting packages, including key performance indicators (KPIs), financial metrics, trend analyses, and executive-level insights to support strategic decision making· Track and analyze key performance indicators related to revenue, margins and operational costs· Conduct ad-hoc financial analysis for new business initiatives, capital expenditures, and return on investment· Evaluate pricing strategies and profitability by product line, customer, and region· Support long-range strategic planning and scenario analysis· Prepare monthly financial packages and dashboards for executive leadership· Translate complex financial data into clear, accessible terms for non-finance managers· Collaborate with the accounting team to ensure accurate month-end close reporting Required Knowledge/Skills/Abilities:Advanced Excel proficiency, including BLOOKUP/XLOOPUP,INDEX/MATCH, pivot tables, macros, and dynamic modeling. Patriot Mobile donates a portion of every dollar earned to support organizations that fight for First Amendment Religious Freedom and Freedom of Speech, Second Amendment Right to Bear Arms, Sanctity of Life, and the needs of our Veterans and First Responders.
Supv Customer Success Interaction Services US Mary Kay IncSupv Customer Success Interaction Services USDallas, TXResponsible for leading a team of service representatives in a high volume, multi-shift and multifunction service center performing multi-channel interactions including telephone, email and other contact channels across a wide range of service topics including Order Services, Branch Customer Service, Repurchase Program, Prize Customer Service, Special Events, Director Information, Consultant Records, Product Knowledge, Internet and Mobile Support and Consumer Services for the independent sales force and end consumers. Interfaces on service and system matters with departments including IST, Finance, Legal, Human Resources, Product Quality, Medical Science Affairs, Supply Chain Configuration Management and Inventory Control, U.S. Marketing and Communications, Digital Marketing and eCommerce, U.S. Creative Services, Sales Force Total Rewards, U.S. Event Planning, Sales Force Development, and Sales Education.
Customer Service Representative/Collector Atlas Credit Co., Inc.Customer Service Representative/CollectorDallas, TXAtlas Credit Company is a family-owned and operated financial institution dedicated to helping millions of customers meet their financial needs. If you are looking for a rewarding career in a team-driven environment where you can make a real difference, we invite you to apply for our Customer Service Representative (CSR) position!
Assurance Senior Associate - Financial Services TAG EisnerAmper, LLC (Inactive)Assurance Senior Associate - Financial ServicesDallas, TX$80,000–$115,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
Financial Associate (Full Time) American National Bank of TexasFinancial Associate (Full Time)Allen, TXBasic knowledge of retail product philosophy, policy, procedures, documentation and systems; some knowledge of retail products and services; proven customer service and interpersonal skills; effective selling, cross-selling and referral skills; strong mathematical, problem-solving, and negotiation skills preferred. They must also enjoy handling customers' initial needs, assist with opening new accounts, conduct routine paying/receiving (teller servicing) functions, cross-sell bank products and services and refer customers to other lines of business (or associates) to expand new and existing relationships.
Financial Solutions Advisor - Greater Dallas/Ft. Worth Market Bank of AmericaFinancial Solutions Advisor - Greater Dallas/Ft. Worth MarketFrisco, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
J.P. Morgan Wealth Management - Market Director of Wealth - North Texas Metro JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Market Director of Wealth - North Texas MetroPlano, TXFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Associate Director Of Content And Social Marketing Integrity Marketing GroupAssociate Director Of Content And Social MarketingSSM - Dallas, TXJob Summary: As a Content Marketing Associate Director, you will lead Integrity's enterprise content and social ecosystem - setting strategic direction, driving consistent execution, and ensuring content and social efforts scale across brands, audiences, and channels. Oversee social media advertising efforts across all platforms, leading strategic planning and execution of media budgets and optimizing for desired outcomes (adoption, utilization, engagement, lead generation, etc.) by initiative or campaign.
Student Financial Aid Officer III University of Texas at DallasStudent Financial Aid Officer IIIRichardson, TXExcellent organizational skills; proficient in MS Office products and ability to learn other software programs; detail oriented, accurate with ability to prioritize information in a timely manner; strong communication skills; written, oral, active listening and interpersonal skills; work effectively in team situations; proactive in identifying potential issues; demonstrate computational ability; ability to investigate, analyze and interpret data or information for accuracy and completeness in order to make informed decisions; ability to work on several tasks at one time; ability to make quality decisions based on available information; ability to respond effectively in a variety of situations; ability to improve performance by doing new things; ability to plan, coordinate, schedule, direct and monitor tasks, activities and assignments to effectively complete a project; knowledge of different work styles and personality types; understanding of conflict resolution techniques and demonstrated ability to confront employees in a positive manner; understand cross-cultural communication needs and respond accordingly; understanding of UTD's strategic plan and goals and ability to communicate them in a motivational way to staff. To the extent this position requires the holder to research, work on, or have access to critical infrastructure as defined in Section 117.001(2) of the Texas Business and Commerce Code, the ability to maintain the security or integrity of the critical infrastructure is a minimum qualification to be hired and to continue to be employed in the position.
Senior Manager, Financial Change Order CVS Health CorpSenior Manager, Financial Change OrderIrving, TX$75,400–$182,549 / yearThe team's primary goal is to ensure proper financial controls and improve CVS Caremark client level financial performance by placing proper controls around implementation of programs or changes to a client's benefit or formulary design. Coordinate the efforts across company teams that can include Sales, Analytic Consulting Services, Clinical Operations, Underwriting, and other departments to ensure proper controls are in place to review changes to a client's benefit design, formulary, or implementation of a product.
Associate, Portfolio Valuation and Fund Advisory (Structured Products) - Dallas or New York Houlihan Lokey Europe GmbHAssociate, Portfolio Valuation and Fund Advisory (Structured Products) - Dallas or New YorkDallas, TX$135,000–$165,000 / yearOur stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory.
Tax Partner - Financial Services State and Local Tax (SALT) TAG EisnerAmper, LLC (Inactive)Tax Partner - Financial Services State and Local Tax (SALT)Dallas, TXMultistate consulting and compliance services, including: Technical review of partnership and corporate state and local tax returns, with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Senior Home Lending Advisor - Lantana TX JPMorgan Chase & CoSenior Home Lending Advisor - Lantana TXLantana, TXJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
NewPersonal Banker- Watauga Wells Fargo BankPersonal Banker- WataugaWatauga, TexasThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
NewUniversal Personal Banker- DALLAS CENTRAL Wells Fargo & CoUniversal Personal Banker- DALLAS CENTRALDALLAS, TXThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Senior Manager - Transaction Advisory Services Baker Tilly Virchow Krause, LLPSenior Manager - Transaction Advisory ServicesDallas 14555 Dallas Parkway, TX$179,000–$262,000 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Job Description: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers- New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Home Lending Advisor - Hurst TX JPMorgan Chase & CoSenior Home Lending Advisor - Hurst TXHurst, TXJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.