Sarma Jobs

- 13,574 Jobs
  • Mortgage Customer Service Representative

    San Antonio Retail Merchants Assoc 3.9company rating

    San Antonio Retail Merchants Assoc Job In San Antonio, TX

    Full-time Description Basic Function: This position is responsible for performing the customer service function of the Residential Mortgage Credit Reporting process and of other products and services as requested. Principal Accountabilities (Essential Functions) 1. Maintain the in A.M. and out P.M. turn around time. 2. Verifies disputed information (such as trade or rental information). 3. Follows up on supplemental items. 4. Distributes work and monitors workflow in department. 5. Acts as backup for the Mortgage Production Supervisor. 6. Properly bills clients for additional requests performed such as Update Express and trade verifications 7. Answers questions from clients and consumers regarding credit issues and at times professionally addresses concerns from irate clients. 8. Informs mortgage clients of pending reports to include problems with file. 9. Maintains customer records by updating account information. 10. Resolves product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution. 11. Recommends potential products or services to management by collecting customer information and analyzing customer needs. 12. Prepares product or service reports by collecting and analyzing customer information. 13. Contributes to team effort by accomplishing related results as needed. 14. Expected to have punctual, consistent attendance 15. Performs other duties as assigned. Requirements Experience, Knowledge and Skills Required (Know How) A high school diploma or GED is required with some PC knowledge, and minimum typing skills of 40-50 wpm as well as Customer Service, Product Knowledge, Quality Focus, Problem Solving, Market Knowledge, Documentation Skills, Listening, Courteous Phone Skills, Resolving Conflict, Analyzing Information , Multi-tasking, Professionalism. Three to five years experience in mortgage credit reporting required. Scope of Responsibility Responsible for assisting with the production of the RMCRs and providing timely, courteous, and professional customer service. When necessary, will be responsible for the daily work flow within the department. Problem Solving This position makes decisions regarding disputed information and resolves issues with customers and consumers. Contacts and Relationships Works well under pressure and manages time well. Must enjoy working with people. Must be able to adjust to constructive criticism directed towards the employee and the department. Physical Environment This position exists in an office environment sitting at a desk on computer and on the phone. Additional Information The incumbent must be able to work with highly confidential data that must be maintained in strict confidence. Must work well under pressure and be able to handle and prioritize a variety of issues. Salary Description 35K-45K
    $24k-32k yearly est. 11d ago
  • Building Maintenance Technician

    San Antonio Retail Merchants Assoc 3.9company rating

    San Antonio Retail Merchants Assoc Job In San Antonio, TX

    Full-time Description Responsible to perform or assist in performing general repairs, and maintenance of buildings, grounds, and equipment. Commit to and abide by the character of Sarma's core values. Support, communicate and reinforce the mission and vision of the enterprise. Provide world class customer service by capturing and being responsive to the voice of the customer (internal or external, including vendors for select jobs) through multiple feedback channels in order to resolve issues and drive satisfaction in accordance with the employee engagement, feedback, and complaint processes. It is essential that the incumbent have a valid driver's license and be at least 18 years old with a good driving record to meet organization driving standards. Requirements Perform general repairs and maintenance of buildings, grounds, and equipment. Inspect lighting and repair as necessary. Maintain cleanliness of buildings, grounds, and equipment. Inspect and maintain water softening equipment. Assist in the preparation of meeting rooms for presentations and seminars. Responsible for all mail handling and delivery, including incoming and outgoing on a daily basis in a timely manner. This includes daily trips to the post office and other carriers. Processes daily mail including opening, sorting, and distribution to designated departments. Maintains postage meters, (including the ordering of postage), scales, openers, and other equipment used in the processing of mail. Works with vendor to service related equipment. Prepares daily checklists for mail processes. Prepares monthly postal usage and cost report. Perform work order requests as instructed. Salary Description $35,000-50,000
    $35k-50k yearly 60d+ ago
  • International Investment Counsellor (US Based) - UK Clients

    Fisher Investments 3.9company rating

    Remote or Dallas, TX Job

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in the United Kingdom. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Plano, TX. The Day-to-Day: As a International Investment Counsellor, you are the central voice of Fisher Investments International, working from the United States. You will: Work with our UK clients to build a trusting and professional relationship Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities Your Qualifications: Bachelor's degree or equivalent work experience 2+ years of experience in asset management, financial and client services Required to pass the Series 65 exam or equivalent Achieve results and provide unparalleled service A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $98k-174k yearly est. 9d ago
  • Portfolio Counselor

    Fisher Investments 3.9company rating

    Plano, TX Job

    Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are passionate about sales, financial planning, and educating clients on portfolio strategies, we want to hear from you. The Opportunity: The Portfolio Counselor is a lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for our high-net-worth clients. Welcome and onboard new clients by applying your financial planning knowledge and consultative approach to contribute to Fisher Investments' growth. You will receive ongoing sales coaching in an energetic environment while benefiting from our internal support teams including Research, Operations and the Investment Policy Committee (IPC). You will positively influence your clients and promote our mission to better the investment universe while upholding our fiduciary responsibility. You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Portfolio Counselors responsibilities include: Partner with Fisher's sales professionals to onboard new clients who have expressed a desire to hire Fisher Investments Help bring in new assets through client referrals Educate clients on Fisher's investment philosophy and what it means to work with Fisher Investments Align our portfolio strategy with clients' goals Oversee clients onboarding process, including transfer of assets Collaborate with several teams to provide unparalleled service Introduce clients to their long-term relationship manager Your Qualifications: 3+ years experience working in financial services Hold Series 65 license or required upon hire Understanding of capital markets and investment products Manage complexity in a high volume environment Compensation: This role offers uncapped performance-based compensation with the possibility to earn well into 6-figures Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $90k-152k yearly est. 30d ago
  • Customer Service Advisor

    USAA 4.7company rating

    San Antonio, TX Job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Licensed Insurance Customer Service role may be a new career for you. Theres a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, youll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. For new hires starting in February, March or April we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment. We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license to work in our Phoenix, San Antonio, Tampa and Colorado Springs office. This schedule may require working evenings up to 9:00PM Local Time to include a permanent Saturday or Sunday. These roles include a shift differential of 15% for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. We have new training classes starting every month. As a Licensed Insurance Customer Service Representative, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members financial security. What you'll do: Facilitate the member experience by answering phone calls, emails, and other requests from members. Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty (P&C) licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Currently active Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience Ability to prioritize and multi-task, including navigating through multiple business applications What sets you apart: US military experience through military service or a military spouse/domestic partner Prior experience in a fast-paced contact center environment Compensation range: The hiring range for this position is: $46,370 - $50,300. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. By applying, you consent to your information being transmitted by snagajob to the Employer, as data controller, through the Employers data processor SonicJobs. See USAA Privacy Policy at ***************************** and SonicJobs Privacy Policy at ******************************************* and Terms of Use at *********************************************
    $46.4k-50.3k yearly 41d ago
  • Card Fraud Operations Specialist

    First National Bank Texas 4.5company rating

    Killeen, TX Job

    Job Description * Supervise a team of employees * Train and mentor department staff * Review work of department employees to ensure accuracy * Answer customer telephone inquires in reference to the status of their claim and cloned/blocked card * Process Debit MasterCard or ATM Pin, Signature or Unauthorized Claims * Request surveillance and documents findings * Write detailed and concise comments, suitable to justify our claim decision within the organization, courts, and local authorities * Interact with department and branch employees along with customers to share information to resolve claims/fraud issues * Follow current regulations, policies, and procedures during the claims resolution process * Meet daily deadlines for expiring claims * Ensure the proper steps are being taken to limit the bank's exposure * Ensure breaches are handled in a timely manner * Other duties as assigned Position level dependent upon internal and external experience Physical Requirements: * Must be able to remain in a sitting stationary position for extended periods of time * Constantly operate a computer and other office machinery * Ability to lift up to 25 pounds FCBI is an equal opportunity employer.
    $29k-34k yearly est. 6d ago
  • Financial Consultant

    Fisher Investments 3.9company rating

    Remote or Dallas, TX Job

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in the United Kingdom. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Plano, TX. The Day-to-Day: As a International Investment Counsellor, you are the central voice of Fisher Investments International, working from the United States. You will: Work with our UK clients to build a trusting and professional relationship Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities Your Qualifications: Bachelor's degree or equivalent work experience 2+ years of experience in asset management, financial and client services Required to pass the Series 65 exam or equivalent Achieve results and provide unparalleled service A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $67k-101k yearly est. 9d ago
  • VP, Data & Analytics

    Navient 4.1company rating

    Remote or Austin, TX Job

    **Our mission is to make higher education accessible and affordable for everyone.** We empower students with financial support and supercharge their ability to pay down their debt, so they can get on the right financial track, fast. We build tools that help people feel in control of their financial future, including: + **Private student loans** - low rates, people-first service, and flexible payments. + **Student loan refinancing** - break free from high-interest rates or monthly payments. + **Scholarships** - access to thousands of scholarships to help students pay less. Earnies are committed to helping students live their best lives, free from the stress of student debt. If you're as passionate as we are about our mission, read more below, and let's build something great together! **The VP of Data & Analytics position will report to the Chief Operating Officer.** **As the VP of Data & Analytics you will:** + Develop and execute a comprehensive data strategy while building and leading high-performing, cross-functional data teams to foster a data-driven culture and enable data-informed decision-making. + Facilitate collaboration with business leaders to identify innovation opportunities, improve operational efficiency, and effectively communicate complex insights to technical and non-technical audiences. + Oversee the design, development, and maintenance of scalable data pipelines, warehouses, and governance frameworks to support analytics, ensure data quality, and empower self-service analytics. + Own pricing strategies, including dynamic pricing models, price elasticity analyses, and experimentation initiatives to drive business outcomes. **Your Impact:** + Lead the charge in driving our analytics strategy, delivering high-impact insights that shape key decisions. You will play a pivotal role in converting raw data into actionable insights, empowering teams to drive business growth, foster innovation, and maintain a competitive edge in the marketplace. **About You:** + Master's Degree in Computer Science, Statistics, Mathematics, Information Systems, or a related technical field. + 10+ years of leadership experience in data and analytics, including a track record of building and scaling high-performing data teams and cloud-based data platforms, while modeling leadership principles. + Deep expertise in working with large, complex datasets, predictive analytics, machine learning, and advanced analytical tools to extract actionable insights. + Experience leading the development of a robust and scalable data platform that can support the organization's growing data needs. + Exceptional ability to translate technical concepts into actionable business insights and coordinate cross-functionally with key stakeholders and effectively communicate complex data insights to technical and non-technical audiences, including C-suite. + Experience in financial services or fintech preferred, with a solid understanding of structured and unstructured data analytics. **Even Better:** + Experience in the Fintech lending space. **Where:** + This role will be based in the US. + While you'll enjoy the flexibility of remote work, we also love to see our Earnies face-to-face! We ask you to join us at our Oakland office for 3 consecutive days a month for team collaboration and some fun. It's a chance to connect, share ideas, and maybe even grab some coffee together! \#LI-EG1 \#LI-Remote A little about our pay philosophy: We take pride in compensating our employees fairly and equitably. We are showcasing a range of your potential base salary based on the roles location. The successful candidate's starting pay will also be determined based on job-related qualifications, internal compensation, candidate location and budget. This range may be modified in the future. Pay Range $252,000-$315,000 USD **Earnest believes in enabling our employees to live their best lives. We offer a variety of perks and competitive benefits, including:** + Health, Dental, & Vision benefits plus savings plans + Mac computers + work-from-home stipend to set up your home office + Monthly internet and phone reimbursement + Employee Stock Purchase Plan + Restricted Stock Units (RSUs) + 401(k) plan to help you save for retirement plus a company match + Robust tuition reimbursement program + $1,000 travel perk on each Earnie-versary to anywhere in the world + Competitive days of annual PTO + Competitive parental leave What makes an "Earnie" culture: + **Drivers** - Drivers are satisfied by making things happen, not coming along for the ride. They feel a strong sense of ownership for their projects and teams and demand high standards from themselves and others. + **Humility** - Humble team players check their egos and consider the team's needs above their own. They are self-aware of their strengths and opportunities for improvement. + **Growth Mindset** - People with a growth mindset approach challenges and failures as learning opportunities. They seek feedback to improve, give feedback to others, and genuinely want to perform well. **At Earnest, we are committed to building an environment where our employees feel included, valued, and heard. Our belief is that a strong commitment to diversity, inclusion, equity, and belonging enables us to move forward with our mission. We are dedicated to adding new perspectives to the team and encourage anyone to apply if your experience is close to what we are looking for.** _Earnest provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, veteran status, disability or genetics. Qualified applicants with criminal histories will be considered for the position in a manner consistent with the Fair Chance Ordinance._
    $252k-315k yearly 26d ago
  • Teller

    State Bank of Texas 3.8company rating

    Irving, TX Job

    The responsibilities of this position include but not limited to accurately and efficiently process bank transactions and fully comply with company and departmental policies and regulations. Responsibilities: Performing as a paying and receiving teller. Accepting deposits: verifying cash for accuracy. Perform internal transfers. Answer phones and perform telephone transfers. Buy/sell money for teller drawer for the day's needs. Maintain cash in accordance with policy. Balancing teller drawer daily. Place holds on deposits as needed. Adherence to bank policies and procedures. Maintaining excellent customer service, greeting customers and facilitating a welcome and warm environment. Performs other job-related duties or special projects as assigned. Minimum Qualifications: Requires a high school diploma or its equivalent. 1 or more years of teller experience required; heavy cash handling required. 1 or more years of banking experience preferred. Ability to work independently. Job Type: Full-time Benefits: 401(k) & 401(k) matching Health, Vision, Dental & Life insurance Flexible spending account Paid time off Schedule: Monday to Friday Work Location: In Office We are an Equal Opportunity Employer
    $29k-34k yearly est. 25d ago
  • Sales & Business Development Manager

    Navient 4.1company rating

    Remote or Austin, TX Job

    **Our mission is to make higher education accessible and affordable for everyone.** We empower students with financial support and supercharge their ability to pay down their debt, so they can get on the right financial track, fast. We build tools that help people feel in control of their financial future, including: + **Private student loans** - low rates, people-first service, and flexible payments. + **Student loan refinancing** - break free from high-interest rates or monthly payments. + **Scholarships** - access to thousands of scholarships to help students pay less. Earnies are committed to helping students live their best lives, free from the stress of student debt. If you're as passionate as we are about our mission, read more below, and let's build something great together! **The Sales & Business Development Manager position will report to the General Manager.** **As the Sales & Business Development Manager, you will:** + Lead the acquisition, management, and optimization of strategic partnerships to drive business growth. + Develop and negotiate partnership agreements, ensuring mutually beneficial terms and long-term success. + Collaborate with Marketing, Product, Engineering, Legal, and Client Happiness teams to streamline partner onboarding and engagement. + Identify and implement revenue growth opportunities within existing partnerships through marketing collaboration and conversion optimization. + Shape the long-term vision for partnerships by leveraging market trends, performance insights, and innovative strategies. + Oversee multiple priorities, drive cross-functional initiatives, and ensure alignment with Earnest's company strategy. + Ensure compliance with partnership agreements and operational processes, minimizing risks and enhancing efficiency. **About You:** + 5+ years of experience in partnerships, account management, or marketing at a fast-paced, high-growth company. + Expertise in developing, negotiating, and managing strategic partnerships that drive revenue and business expansion. + Strong communication and negotiation skills with the ability to engage and influence stakeholders at all levels, both internally and externally. + Proven ability to analyze industry trends, competitor positioning, and partnership performance to optimize strategy. + High attention to detail, strong time management skills, and the ability to prioritize and delegate effectively in a dynamic environment. + Strong problem-solving skills with the ability to quickly assess challenges, apply logical judgment, and drive data-backed decisions. + Ability to adapt to evolving business needs, manage multiple priorities, and thrive in a fast-moving, results-oriented environment. **Even Better:** + B2B sales or partnerships experience in fintech, with a proven track record of driving revenue and business expansion. **Where:** + This role will be based in the US. **Additional Information:** + **_There will also be a competitive commission plan bundled in with this role._** \#LI-GA1 A little about our pay philosophy: We take pride in compensating our employees fairly and equitably. We are showcasing a range of your potential base salary based on the roles location. The successful candidate's starting pay will also be determined based on job-related qualifications, internal compensation, candidate location and budget. This range may be modified in the future. Pay Range $123,000-$153,000 USD **Earnest believes in enabling our employees to live their best lives. We offer a variety of perks and competitive benefits, including:** + Health, Dental, & Vision benefits plus savings plans + Mac computers + work-from-home stipend to set up your home office + Monthly internet and phone reimbursement + Employee Stock Purchase Plan + Restricted Stock Units (RSUs) + 401(k) plan to help you save for retirement plus a company match + Robust tuition reimbursement program + $1,000 travel perk on each Earnie-versary to anywhere in the world + Competitive days of annual PTO + Competitive parental leave What makes an "Earnie" culture: + **Drivers** - Drivers are satisfied by making things happen, not coming along for the ride. They feel a strong sense of ownership for their projects and teams and demand high standards from themselves and others. + **Humility** - Humble team players check their egos and consider the team's needs above their own. They are self-aware of their strengths and opportunities for improvement. + **Growth Mindset** - People with a growth mindset approach challenges and failures as learning opportunities. They seek feedback to improve, give feedback to others, and genuinely want to perform well. **At Earnest, we are committed to building an environment where our employees feel included, valued, and heard. Our belief is that a strong commitment to diversity, inclusion, equity, and belonging enables us to move forward with our mission. We are dedicated to adding new perspectives to the team and encourage anyone to apply if your experience is close to what we are looking for.** _Earnest provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, veteran status, disability or genetics. Qualified applicants with criminal histories will be considered for the position in a manner consistent with the Fair Chance Ordinance._
    $123k-153k yearly 27d ago
  • Bilingual Repossession Specialist

    Credit Acceptance Corporation 4.5company rating

    Texas Job

    Credit Acceptance is proud to be an award-winning company with local and national workplace recognition in multiple categories! Our world-class culture is shaped by dedicated Team Members who share a drive to succeed as professionals and together as a company. A great product, amazing people and our stable financial history have made us one of the largest used car finance companies nationally. Our Operations teams work with our consumers to promote great service, encourage them to bring their accounts current and resolve escalated issues. Team Members specialize in various segments of the contract life cycle to achieve the highest levels of performance. We are committed to providing career growth opportunities to our Team Members and we are proud of our record of promoting from within. Our flexible schedules, casual work environment and culture of having fun make this a Great Place to Work! About this Position: Utilize logic while skip tracing using various tools to locate new information about customers and vehicles to provide to the Repossession Contractor. Ask fact finding questions to help obtain contact information for customers and to identify vehicle locations to communicate to the repossession contractors to aid them in their repossession efforts, as needed. Assist with voluntary vehicle surrenders, as needed. Outcomes & Activities: Obtain and Share Information: Skip trace (over the phone and internet) to locate the customer and confirm the vehicle location. Communicate the vehicle location information to the assigned repossession contractor to aid in recovery of the vehicle. Handle Phone Calls: Make outbound calls and receive inbound calls as a means of obtaining new leads. Adhere to Policies/Processes: Remain compliant with our policies, processes and legal guidelines; adhere to the Operations Attendance policy. Knowledge & Skills: Logic - Understand account history; critical thinking, problem solving, ability to reason Ownership - Own performance, receptive to feedback; applies feedback to improve; active participant in training & coaching sessions; positive attitude Compliance- Work in accordance with all Company policies and procedures and only conduct searches with a permissible purpose; communicate in a professional and confident manner Accuracy- Maintain attention to detail; accurate documentation; provide contractor with the best information available Trust Building- Create and build trust; positive and collaborative approach to creating resolution; work independently and in a team environment Efficient -Manage time well; maintain focus; ability to multi task; work with a sense of urgency; select the appropriate skip tool to resolve the account Requirements: High School Diploma or GED. Proficiency in spoken and written English and Spanish. Previous Skip Tracing experience. Experience making logical assumptions with information given. Preferred: Previous customer service experience. Working Knowledge of MS Office and Internet experience. Operate office equipment (copy machines, fax, telephone, and keyboard). Experience in the finance or automotive industry. Training & Schedule Requirements: Training : ā€¢ Virtual training will start 4/21/2025 Monday through Friday 8:00 am - 5pm EST Schedule: ā€¢ Monday - Friday 10am-7pm EST ā€¢ Weekends off Targeted Bilingual Compensation: $19.00 - $22.25/hour based on experience. Targeted Bonus: Uncapped monthly bonus potential based on individual performance. The estimated average bonus target for this position is around $600. INDSERLP #zip #LI-Remote Benefits Excellent benefits package that includes 401(K) match, adoption assistance, parental leave, tuition reimbursement, comprehensive medical/ dental/vision and many nonstandard benefits that make us a Great Place to Work Our Company Values: To be successful in this role, Team Members need to be: Positive by maintaining resiliency and focusing on solutions Respectful by collaborating and actively listening Insightful by cultivating innovation, accumulating business and role specific knowledge, demonstrating self-awareness and making quality decisions Direct by effectively communicating and conveying courage Earnest by taking accountability, applying feedback and effectively planning and priority setting Expectations: Remain compliant with our policies processes and legal guidelines All other duties as assigned Attendance as required by department Advice! We understand that your career search may look different than others. Our hiring team wants to make sure that this would be a fit not just for us, but for you long term. If you are actively looking or starting to explore new opportunities, send us your application! P.S. We have great details around our stats, success, history and more. We're proud of our culture and are happy to share why - let's talk! Required degrees must have been earned at institutions of Higher Education which are accredited by the Council for Higher Education Accreditation or equivalent. Credit Acceptance is dedicated to providing a safe and inclusive working environment for all. As part of our Culture of Compliance, we are proud to be an Equal Opportunity Employer and value our culturally diverse workforce. All qualified applicants will receive consideration for employment regardless of the person's age, race, color, religion, sex, gender, sexual orientation, gender identity, national origin, veteran or disability status, criminal history, or any other legally protected characteristic. all team members demonstrate mutual respect for one another. All qualified applicants will receive consideration for employment without regard to protected characteristics like age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. California Residents: Please click here for the California Consumer Privacy Act (CCPA) notice regarding the personal information Credit Acceptance may collect from you. Play the video below to learn more about our Company culture.
    $19-22.3 hourly 6d ago
  • Client Contact Specialist

    First Command Financial Services, Inc. 4.7company rating

    San Antonio, TX Job

    The Client Contact Specialist plays a crucial role in supporting Financial Advisors as they help clients achieve their financial goals. This position is integral in ensuring a positive client experience by assisting Advisors in gathering the necessary information to create financial plans and meet service product needs. As a key member of our local support team, you will: Key Responsibilities: Promote Exceptional Client Experience: Ensure that every client interaction is positive and professional, supporting the Advisor in fostering strong client relationships. Scheduling & Information Collection: Schedule and confirm client appointments. Work closely with clients to collect required information for financial plans or product needs. Maintain Client Files: Ensure client and prospect files are accurately maintained in the database, keeping contact information up to date and organized. Advisor Communication: Regularly communicate with the Advisor regarding daily activities, including appointments, seminars, and calendar updates. Positive and Professional Demeanor: Consistently project a professional and positive appearance and attitude during all client interactions and internal team communications. Marketing Events Support: Collaborate with the district and office to maintain a marketing events calendar, assisting in the coordination of events as needed. What We Offer: Competitive wages A pleasant and collaborative work environment Opportunities for professional development and career advancement Control over your career trajectory Portable career opportunities across the United States and overseas Desired Qualifications: Strong organizational, written, and verbal communication skills Proficiency in basic computer skills and Microsoft Office, particularly Outlook, Word, and Excel Ability to manage multiple tasks and thrive in a fast-paced environment Self-motivated and proactive High school diploma or equivalent Satisfactory completion of background check, fingerprinting, and any required employment documentation or screening tools per the hiring district
    $37k-56k yearly est. 4d ago
  • Investment Banking Analyst | Energy (O&G)

    Jefferies 4.8company rating

    Houston, TX Job

    Group Description: The Jefferies Energy team represents one of the largest dedicated Energy sector investment banking teams in the world. Our unique structure combines corporate finance and advisory capabilities with a large technical team of geologists and engineers collectively delivering superior financial solutions through industry and banking expertise. With our nearly 100 person team, we provide investment banking capabilities throughout the energy value chain including Upstream, Midstream, Oilfield Services, and ESG. Position: The Energy Team is actively looking for an Analyst to join our team in Houston. Primary Responsibilities: Preparing and participating in the delivery of client presentations. Compiling a variety of financial analyses such as valuation, ECM scenarios, and three statement operational models. Analyzing business plans and participating in due diligence sessions. Drafting private and public marketing materials such as offering memoranda, confidential information memoranda, and S-1s. Participating actively in drafting sessions. These responsibilities afford direct and active interaction with the senior executive management teams of our clients as well as senior bankers at Jefferies. Associates in the Energy team are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. Requirements: Bachelor's degree from an accredited college or university AND 1+ years of Investment Banking or Equity Research experience covering the Energy sector Proficient in financial modeling and detailed company summary report preparation Live in Houston or willing to relocate. Resourceful self-starter; able to work autonomously. Demonstrated team player and leader with a strong work ethic. Strong technical, written and verbal communication skills. Strong valuation skills and significant valuation experience. Ability to manage a variety of transactions and projects simultaneously. The salary range for this role is $110,000 - $125,000 The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies offers, for eligible employees, an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave. At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is an equal employment opportunity employer. We practice equal opportunity for all, and all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with qualified disabilities, as appropriate, under applicable law. All employees must follow Jefferies' COVID-19 protocol policy, which is subject to change.
    $110k-125k yearly 5d ago
  • Controller

    San Antonio Retail Merchants Assoc 3.9company rating

    San Antonio Retail Merchants Assoc Job In San Antonio, TX

    Full-time Description Basic Function: Serves as a member of the Operations Committee and manages the Accounting Department and its assigned functions company-wide. Oversees and directs the administrative, treasury, budgeting, audit, accounting, and forecasting activities for the organization. Insures the proper accounting of the financial statements of the organization in accordance with GAAP. Principal Accountabilities (Essential Functions) 1. Directs the Assistant Controller and the accounting department to produce properly recorded, accurate and timely financial information to the Operations Committee and to the Board of Directors to access the financial condition of the Company and to continually develop the direction of the Company. 2. Insures that adequate accounting controls and procedures are in place to properly safeguard the assets of the Company. 3. Directs and coordinates the establishment of the annual budget and monitors and reports monthly variances to the budget, along with forecasting on a monthly basis. 4. Provides accounting support and direction to managers and supervisors of Company departments. 5. Directs and coordinates with external auditors annually to produce the audited financial statements and tax returns for the Company. 6. Assist President and Board of Directors in the evaluation of diversification opportunities. 7. Assist President with monitoring corporate insurance policies to insure adequate coverage in all areas of liability. 8. Maintains corporate minutes and contract files for the Company. 9.Provides accounting support company wide. 10. Perform other duties as assigned. Scope of Responsibility This position directly supervises exempt and nonexempt employees and indirectly supervises an exempt employee. The position is accountable for the budget of the accounting department, as well as responsible for the treasury, budgeting, accounting, and financial audit functions for the entire organization. Problem Solving The incumbent makes decisions in the areas of accounting that may affect the Company as a whole, including Company strategic direction, cash management, policies and procedures, and compliance with applicable regulations. Contacts and Relationships This position requires extensive contacts internally with the Operations Committee and all levels of managers and supervisors, as well as regular contact with the Board of Directors and the various committees of the Board. Externally, works with customers, legal counsel, third party auditors, and tax consultants. Physical Environment This position works in a climate controlled office. Occasional travel may be required, as well as attendance at various seminars and conferences. Additional Information This position is a member of the Operations Committee. Requirements Experience, Knowledge and Skills Required (Know How) This position requires a Bachelor's degree in business administration with a major in accounting or finance and a CPA certification, along with five years of progressively responsible experience in accounting, including controller responsibility or related experience. Strong communication skills in both verbal and written form are required. Must be able to work effectively with the Board of Directors, Management, and employees alike. Knowledge of PC's with basic software applications, along with experience with a computerized accounting software package. Salary Description $80,000-100,000
    $80k-100k yearly 60d+ ago
  • Portfolio Counselor

    Fisher Investments 3.9company rating

    Dallas, TX Job

    Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are passionate about sales, financial planning, and educating clients on portfolio strategies, we want to hear from you. The Opportunity: The Portfolio Counselor is a lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for our high-net-worth clients. Welcome and onboard new clients by applying your financial planning knowledge and consultative approach to contribute to Fisher Investments' growth. You will receive ongoing sales coaching in an energetic environment while benefiting from our internal support teams including Research, Operations and the Investment Policy Committee (IPC). You will positively influence your clients and promote our mission to better the investment universe while upholding our fiduciary responsibility. You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Portfolio Counselors responsibilities include: Partner with Fisher's sales professionals to onboard new clients who have expressed a desire to hire Fisher Investments Help bring in new assets through client referrals Educate clients on Fisher's investment philosophy and what it means to work with Fisher Investments Align our portfolio strategy with clients' goals Oversee clients onboarding process, including transfer of assets Collaborate with several teams to provide unparalleled service Introduce clients to their long-term relationship manager Your Qualifications: 3+ years experience working in financial services Hold Series 65 license or required upon hire Understanding of capital markets and investment products Manage complexity in a high volume environment Compensation: This role offers uncapped performance-based compensation with the possibility to earn well into 6-figures Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $90k-151k yearly est. 30d ago
  • Senior Capital Markets Analyst

    Navient 4.1company rating

    Remote or Austin, TX Job

    **Our mission is to make higher education accessible and affordable for everyone.** We empower students with financial support and supercharge their ability to pay down their debt, so they can get on the right financial track, fast. We build tools that help people feel in control of their financial future, including: + **Private student loans** - low rates, people-first service, and flexible payments. + **Student loan refinancing** - break free from high-interest rates or monthly payments. + **Scholarships** - access to thousands of scholarships to help students pay less. Earnies are committed to helping students live their best lives, free from the stress of student debt. If you're as passionate as we are about our mission, read more below, and let's build something great together! **The Senior Capital Markets Analyst position will report to VP, Capital Markets.** **As the Sr. Capital Markets Data Analyst, you will:** + Infrastructure Development (40%): + Build and improve infrastructure by developing tools, models, databases, and reports that support pricing, valuation, and marketing of our products. + Contribute to the development of financial models that assess product value (unit economics) and support external investor engagement for securitized ABS or loan sales. + Cross-Functional Collaboration (30%): + Work closely with internal teams (Data & Analytics, Lending, Product, Risk, Legal, Finance) to assess downstream impacts of Capital Markets activities. + Perform ad-hoc analyses and support strategic decision-making by senior management. + Risk Management & Monitoring (10%): + Report and monitor financial assets on-balance sheet, including ABS, loans, and hedge strategies. + Support hedge execution as needed and ensure compliance with internal risk protocols. + Strategic Execution (10%): + Assist in ABS issuance, loan sale partnerships, and related front-office activities, including preparing loan tapes, slide decks, and investor materials. + Manage relationships with third parties such as investment banks, rating agencies, auditors, and investors. + Participate in and organize due diligence processes, ensuring clear communication with external and internal stakeholders. + Market Monitoring & Optimization (10%): + Stay on top of market trends to identify opportunities, optimize processes, and execute transactions that create value. + Enhance process efficiency to reduce costs and improve speed. **About You:** + 3+ years of experience in a data-driven finance role, with exposure to Capital Markets, securitization, trading, risk, or structured products. + Fluent in SQL and VBA (bonus points for Python or other programming languages). + Hands-on experience with BI tools like Looker, Tableau, or PowerBI. + Deep knowledge of financial modeling, fixed income products, bond math, and risk factors. + Strong communication skills-you're great at breaking down complex topics for senior leadership, cross-functional teams, and external partners. + Comfortable working in a fast-paced, high-stakes environment where adaptability and problem-solving are key. **Even Better:** + Experience working with investment banks, rating agencies, auditors, and investors. + Background in ABS structuring, quantitative analysis, or risk modeling. + Familiarity with due diligence processes and investor relations. **Where:** + This role will be based in the San Francisco Bay Area or Remote in the US, with the majority of work during EST hours. \#LI-JP1 A little about our pay philosophy: We take pride in compensating our employees fairly and equitably. We are showcasing a range of your potential base salary based on the roles location. The successful candidate's starting pay will also be determined based on job-related qualifications, internal compensation, candidate location and budget. This range may be modified in the future. Pay Range $147,000-$183,000 USD **Earnest believes in enabling our employees to live their best lives. We offer a variety of perks and competitive benefits, including:** + Health, Dental, & Vision benefits plus savings plans + Mac computers + work-from-home stipend to set up your home office + Monthly internet and phone reimbursement + Employee Stock Purchase Plan + Restricted Stock Units (RSUs) + 401(k) plan to help you save for retirement plus a company match + Robust tuition reimbursement program + $1,000 travel perk on each Earnie-versary to anywhere in the world + Competitive days of annual PTO + Competitive parental leave What makes an "Earnie" culture: + **Drivers** - Drivers are satisfied by making things happen, not coming along for the ride. They feel a strong sense of ownership for their projects and teams and demand high standards from themselves and others. + **Humility** - Humble team players check their egos and consider the team's needs above their own. They are self-aware of their strengths and opportunities for improvement. + **Growth Mindset** - People with a growth mindset approach challenges and failures as learning opportunities. They seek feedback to improve, give feedback to others, and genuinely want to perform well. **At Earnest, we are committed to building an environment where our employees feel included, valued, and heard. Our belief is that a strong commitment to diversity, inclusion, equity, and belonging enables us to move forward with our mission. We are dedicated to adding new perspectives to the team and encourage anyone to apply if your experience is close to what we are looking for.** _Earnest provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, veteran status, disability or genetics. Qualified applicants with criminal histories will be considered for the position in a manner consistent with the Fair Chance Ordinance._
    $147k-183k yearly 21d ago
  • Digital Fraud Sr. Process Specialist

    First National Bank Texas 4.5company rating

    Killeen, TX Job

    Job Description * Investigate Digital Banking fraud alerts * Communicate with other bank employees, financial institutions, account holders, and Corporate Security using phone, email, and pre-scripted letters * Monitor transactions for ACH and electronic suspicious activity * Make decisions on routine issues in accordance with the Electronic Risk Guidelines and assigned approval limits * Other duties as assigned Position level will be dependent upon external and internal experience Physical Requirements: * Must be able to remain in a sitting stationary position for extended periods of time * Constantly operate a computer and other office machinery * Ability to lift up to 25 pounds FCBI is an equal opportunity employer.
    $32k-38k yearly est. 8d ago
  • Market Area Manager - Odessa, TX

    Credit Acceptance Corporation 4.5company rating

    Texas Job

    Credit Acceptance is proud to be an award-winning company with local and national workplace recognition in multiple categories! Our world-class culture is shaped by dedicated Team Members who share a drive to succeed as professionals and together as a company. A great product, amazing people and our stable financial history have made us one of the largest used car finance companies nationally. Our outside sales professionals are on the front line pushing the boundaries of our company growth and revenue generation. We continuously strive to meet our company goals by increasing quality dealer enrollments, building relationships, and consulting with our dealers on how to improve their business. Our sales force is nationwide, and they receive strong support from our many resources at the corporate offices. As an employee-centric organization, we have an intense focus on professional development and continuous improvement that contributes to making this a Great Place to Work! Outside Sales- Market Area Manager | Dealer Relationships About this Position: Market Area Managers work within their assigned geographic territory in the field. Residence within or near this assigned territory is required. Credit Acceptance offers our team members in the sales department: Uncapped earning potential with a base salary and uncapped monthly performance-based commission, total compensation depends on the impact you make in your market Quarterly profit sharing, company phone and computer, plus automobile and mileage allowance Excellent benefits package beginning day 1 that includes 401(K) match, adoption assistance, tuition reimbursement, comprehensive medical/dental/vision and much more Progressive career opportunities as demonstrated by our record of promoting internally Flexibility to set your own schedule and manage your own territory, ideal for self-starters A dedicated support system including structured and continued training Work-life balance with generous PTO beginning on day 1 Who We Are Looking For: We are looking for driven, consultative, and influential sales professionals to continue to lead our market growth. Our ideal candidate exhibits: Motivation to succeed and achieve goals Drive to continuously improve oneself and their customers Demonstrated sales successes with an established track record of achievement and progression Consultative sales experience through a detailed needs analysis, direct communication and a solutions-based mindset From B2B to finance, our Market Area Managers come from a variety of backgrounds and industries. While not limited to these titles, some of our most successful Market Area Managers come from the following backgrounds: Account Managers Account Executives District Sales & Sales Managers Field Sales & Territory Managers Area Managers Business Development Business Managers Finance & Insurance (F&I) Managers Responsibilities: As a sales representative for Credit Acceptance, you will be provided with continuous training to help you achieve success within your assigned territory. Responsibilities in your area will include: Prospecting automotive dealerships to enhance business development outcomes Account management & client services to build a strategic and consultative relationship with customers Running a territory with entrepreneurial drive and dedication similar to a small business owner Qualifications: Minimum travel of 80% in the market Proven track record of success in a competitive sales environment Bachelor's degree or equivalent work experience A valid driver's license, insurance and registration Occasional overnight travel, less than 10% Preferred: Knowledge or experience in auto finance or retail operations of automobile dealerships Existing relationships with dealers in the defined territory Targeted Compensation: $111,450 + Monthly Uncapped Commission INDSAHP #Zip #LI-Remote Benefits Excellent benefits package that includes 401(K) match, adoption assistance, parental leave, tuition reimbursement, comprehensive medical/ dental/vision and many nonstandard benefits that make us a Great Place to Work Our Company Values: To be successful in this role, Team Members need to be: Positive by maintaining resiliency and focusing on solutions Respectful by collaborating and actively listening Insightful by cultivating innovation, accumulating business and role specific knowledge, demonstrating self-awareness and making quality decisions Direct by effectively communicating and conveying courage Earnest by taking accountability, applying feedback and effectively planning and priority setting Expectations: Remain compliant with our policies processes and legal guidelines All other duties as assigned Attendance as required by department Advice! We understand that your career search may look different than others. Our hiring team wants to make sure that this would be a fit not just for us, but for you long term. If you are actively looking or starting to explore new opportunities, send us your application! P.S. We have great details around our stats, success, history and more. We're proud of our culture and are happy to share why - let's talk! Required degrees must have been earned at institutions of Higher Education which are accredited by the Council for Higher Education Accreditation or equivalent. Credit Acceptance is dedicated to providing a safe and inclusive working environment for all. As part of our Culture of Compliance, we are proud to be an Equal Opportunity Employer and value our culturally diverse workforce. All qualified applicants will receive consideration for employment regardless of the person's age, race, color, religion, sex, gender, sexual orientation, gender identity, national origin, veteran or disability status, criminal history, or any other legally protected characteristic. California Residents: Please click here for the California Consumer Privacy Act (CCPA) notice regarding the personal information Credit Acceptance may collect from you. Play the video below to learn more about our Company culture.
    $23k-33k yearly est. 7d ago
  • Mid to Senior Investment Analyst

    Summit House Capital 4.5company rating

    Dallas, TX Job

    Summit House Capital is an SEC-registered investment advisor based in Dallas, TX. The firm was founded in 2019 and pursues an opportunistic investment strategy primarily focused on credit investments within a stressed or event-driven context. Role Description We are looking for a mid-to-senior-level Investment Analyst to join our team. This hire will support all facets of the fundamental underwriting and execution of the firm's investment strategy. This will include financial analysis, modeling, industry research, building and maintaining a robust professional network, idea generation, monitoring markets, and making recommendations to the firm's investment committee regarding buying/selling. Qualifications Exemplary track record of academic success Strong analytical and quantitative skills High attention to detail Excellent communication and teamwork abilities Candidates should have a minimum of five years of professional experience (two years of investment banking, trading, or consulting and three years of buy-side, ideally PE and/or distressed/special situations) Compensation Competitive base salary (experience appropriate) Annual cash bonus based on individual and team success Carry participation (points allocated based on individual performance) Benefits (health insurance, dental, 401k, etc.)
    $77k-128k yearly est. 27d ago
  • Account Solutions Representative

    Credit Acceptance Corporation 4.5company rating

    Remote or Texas Job

    Credit Acceptance is proud to be an award-winning company with local and national workplace recognition in multiple categories! Our world-class culture is shaped by dedicated Team Members who share a drive to succeed as professionals and together as a company. A great product, amazing people and our stable financial history have made us one of the largest used car finance companies nationally. Our Collections team works with our consumers to promote great service and encourage them to bring their accounts current through inbound and outbound calls. Collections is a great place to start or grow your career and here are just a few of the reasons why: Compensation structure designed to pay above market which includes a competitive hourly rate plus uncapped monthly bonus potential. Paid Time Off, Holiday pay, quarterly profit sharing, and benefits that begin on your first day! Flexible scheduling that allows you to pick your own hours on your assigned flex days. 98% of our Collections leadership team was promoted from within and we have had many other Collectors use the skills they gained to transition to other roles within the company. Training on your first day and beyond! Foundational training during your first 3 weeks plus continuous learning through one on one coaching, online courses, and even leadership development. A listening culture that gives every team member a voice. Our leadership team has an open door policy and you have the opportunity to share your ideas and feedback through multiple channels including CEO and Department Town Halls, round tables, and many others! Great Place to Work culture that includes a relaxed work environment, allocated hours for having fun, and recognition programs for new hires, top performers, birthdays, milestone anniversaries, shout outs, awards, and ongoing contests! Work perks including discounts for physical fitness, restaurants, travel, technology, shopping, and much more! An opportunity to participate in company initiatives outside of your work including Social, Community Service, and Diversity & Inclusion committees. Account Solutions Representative What's In It For You! Above market pay structure starting at $17.25-$19.50 (based on experience) plus uncapped monthly bonus based on performance. The estimated average bonus target for this position is around $800/month. Paid bi-weekly Annual hourly pay increases based on your performance Competitive benefits/perks that begin on your first day! Work from home/remote Medical, Dental, Vision Paid training Paid time off and paid holidays Computer equipment provided (monitors, mouse, keyboard, webcam) Paid parental time 401k with employer match Tuition reimbursement Growth opportunities to advance your career Ongoing training and development Many more additional benefits including monthly fitness reimbursement and adoption assistance - apply to learn more about the entire package! When Will You Work? Mandatory 5 week virtual training Monday through Friday 10am - 7pm CST starting on 04/07/2025 Schedule: *Schedule choices below are listed in Central Standard Time (CST) Option 1: Monday: 11am-8pm, Tuesday: OFF, Wednesday: OFF, Thursday: FLEX, Friday: FLEX, Saturday: 7am - 4pm Sunday: 7am - 4pm Option 2: Monday: OFF, Tuesday: OFF, Wednesday: 11am - 8pm, Thursday: FLEX, Friday: FLEX, Saturday: 7am - 4pm, and Sunday: 7am - 4pm *Schedule choices are based on availability What Will You Do? You change lives by helping to keep the customer on the road to a better financial future. Your role as an Account Solutions Representative is to: Create solutions to assist the customer from becoming further past due and get them current, where possible Create a solution to assist the customer to cancel or stop vehicle repossession Handle Phone Calls: You will spend a vast majority of your time signed on to our phone system to handle customer phone calls (inbound and outbound) You help these customers by: Consistently, efficiently, and lawfully contacting customers who are behind on their auto loan payments Professionally and respectfully working with customers to help them bring and keep their account current Ensuring the information that we depend on to contact the customer is up to date Leveraging our call model to assist in setting up promises that help to bring the customers' account current and/or cancel repossessions based on their specific situation Supporting additional customer service requests What Skills/Experience Are We Looking For? Must have: High School Diploma High speed internet connection with a minimum of 15mbps download speed Nice to have: Previous customer service and/or collection experience in call center environment Experience in the finance or automotive industry Experience in any position where you had to demonstrate excellent customer support or persuasive skills Who We Areā€¦ Credit Acceptance is an award-winning workplace having been on Fortune's Top 100 Workplaces list 10 of the last 11 years! We offer a great work environment, awesome Team Members, competitive benefits, progressive career opportunities, and we work hard to ensure every Team Member is empowered to work to their fullest potential We are an indirect auto finance company who has been in business for over 50 years! We offer automobile dealers auto finance programs to help them sell vehicles to consumers, regardless if they have bad or no credit #CACEAST #zip #LI-Remote Benefits Excellent benefits package that includes 401(K) match, adoption assistance, parental leave, tuition reimbursement, comprehensive medical/ dental/vision and many nonstandard benefits that make us a Great Place to Work Our Company Values: To be successful in this role, Team Members need to be: Positive by maintaining resiliency and focusing on solutions Respectful by collaborating and actively listening Insightful by cultivating innovation, accumulating business and role specific knowledge, demonstrating self-awareness and making quality decisions Direct by effectively communicating and conveying courage Earnest by taking accountability, applying feedback and effectively planning and priority setting Expectations: Remain compliant with our policies processes and legal guidelines All other duties as assigned Attendance as required by department Advice! We understand that your career search may look different than others. Our hiring team wants to make sure that this would be a fit not just for us, but for you long term. If you are actively looking or starting to explore new opportunities, send us your application! P.S. We have great details around our stats, success, history and more. We're proud of our culture and are happy to share why - let's talk! Required degrees must have been earned at institutions of Higher Education which are accredited by the Council for Higher Education Accreditation or equivalent. Credit Acceptance is dedicated to providing a safe and inclusive working environment for all. As part of our Culture of Compliance, we are proud to be an Equal Opportunity Employer and value our culturally diverse workforce. All qualified applicants will receive consideration for employment regardless of the person's age, race, color, religion, sex, gender, sexual orientation, gender identity, national origin, veteran or disability status, criminal history, or any other legally protected characteristic. California Residents: Please click here for the California Consumer Privacy Act (CCPA) notice regarding the personal information Credit Acceptance may collect from you. Play the video below to learn more about our Company culture.
    $31k-37k yearly est. 33d ago

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Sarma may also be known as or be related to SAN Antonio Retail Merchants Association and Sarma.