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Finance customer service Texas

19 customer service jobs found

PE
Dec 18, 2025  
Customer Support Engineer
Customer Support Engineer Who You Are: You have 4+ years of customer service or technical support experience and are ready to take the next step in your career with a hyper-growth, fast-paced SaaS company thats transforming the mortgage industry. Youre motivated by solving complex customer challenges, thrive in collaborative environments, and are eager to deepen your technical expertise. Youre looking for a role where you can make an immediate impact while developing into a senior position in the near future. Does this sound like you? If so, keep reading and apply today! What Youll Do: Resolve customer inquiries thoughtfully and efficiently across multiple channels (email, chat, phone), ensuring each interaction reflects empathy, clarity, and professionalism. Triage and troubleshoot incoming requests to identify whether issues stem from user error, product defects, configuration, or training opportunities. Collaborate cross-functionally with Engineering, Product, and...
PollyEx Dallas, TX, USA
Better
Dec 18, 2025  
Licensed Loan Officer - Texas
Licensed Loan Officer - Texas Better is reimagining home finance and making it faster, cheaper, and easier for everyone to become a homeowner. We leverage creative technology and innovation to make the home buying journey more approachable and understandable and home finance more affordable and accessible. Here are some interesting facts to help you get to know Better: - Weve funded over $100 billion in loans for our customers, more than any other fintech- Yahoo! Finance - Best Mortgage Lender for First Time Homebuyers of January 2025: Best lender for quick approval- Yahoo! Finance - Best Mortgage Lenders of 2025: Best online mortgage lender - Fintech Breakthrough Award: Best Lending Innovation Award - Money Magazine - 8 Best Mortgage Lenders of 2025: Best for fast closing- We are Forbes Best Online Mortgage Lender for 2023- We have raised over $1.2 billion in equity capital to transform the mortgage industry, the largest financial asset class in the world We are a place where...
Better Irving, TX, USA
GL
Dec 18, 2025  
Senior Loan Officer, Mortgage
Senior Loan Officer, Mortgage About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeaps proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more...
GoodLeap Plano, TX, USA
O1
Dec 15, 2025  
Sr. Manager, FP&A
At Orion180, we don’t just stand out for what we do; we shine because of how we do it. Our mission is to deliver an exceptional insurance experience through innovative technology, unparalleled customer service, and a comprehensive suite of products. Our vision is to be the premier global provider of insurance solutions and redefine the insurance industry. Orion180 is proud to call two vibrant cities home. Our headquarters on Florida’s stunning Space Coast in Melbourne offers an exceptional quality of life, with affordable housing, excellent transportation, and close proximity to major cities like Orlando, Tampa, and Miami. Our Irving, Texas, location places us in a dynamic center of culture, business, and entertainment, keeping us deeply connected to innovation and growth.   ABOUT THE ROLE: Are you a strategic finance professional with a passion for analysis, forecasting, and data-driven decision-making? Orion180 is seeking a Manager or Senior Manager of Financial...
Orion180 Insurance Services LLC Irving, TX, USA
HR
Sep 25, 2025  
Operations Admin
Our Company: We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block! What you'll do...: As an Operations Admin, you will be r esponsible for providing d istrict (s) operational and hiring support, ordering supplies, and general administrative duties as related to the overall office’s operations.     Day to day you'll …   Provide seasonal hiring support in the H&R Block applicant tracking system and administrative support to the District Operations Coordinator (DOC) supporting the overall district(s) offices   Provide hands on Tax...
H&R Block El Paso, TX, USA
PF
Jun 27, 2025  
New Business Consultant - Addison, TX
What You'll Do: The New Business Consultant is instrumental to the success of regional sales offices by building partnerships with our financial professionals, accurately onboarding new client accounts, managing account openings and asset movement requests with broker-dealer, and serving as a point of contact between financial professionals, product partners, and custodians.   Here are a few examples of the kinds of things you’ll do: Provide training to financial professionals for new business protocols and technology fundamentals. Assist in the onboarding of new clients by accurately preparing and processing insurance, annuity, and investment account applications. Manage account openings and asset movement requests with broker dealer. Utilize industry technology, such as Salesforce CRM and proprietary product platforms to create, track, manage, and complete tasks related to new business operations. Implement and manage systems to track multiple time sensitive...
Principal Financial Group Addison, TX, USA
TM
Dec 18, 2025  
Finance and Controls – Board Director, Independent, Crypto-Literate
Finance and Controls Board Director, Independent, Crypto-Literate We are seeking an experienced Finance Director to lead our organization through a critical transition phase as we prepare for public market readiness. This strategic role focuses on establishing institutional-grade financial controls, governance frameworks, and audit preparedness essential for our growth trajectory in the evolving crypto landscape. The ideal candidate will serve as Chair of our Audit and Risk Committee, bringing deep expertise in both traditional financial controls and the unique complexities of token-based revenue accounting. You will be responsible for implementing robust control frameworks that address both fiat and digital asset revenue flows, ensuring our financial operations meet the transparency and oversight standards expected by public companies and sophisticated investors. This is a time-boxed advisory position designed as a "CFO-lite" setup role, where you will focus on building...
Token Metrics Austin, TX, USA
JC
Dec 11, 2025  
Financial Planning Senior Analyst - Finance Operations
Overview: The Financial Planning Senior Analyst will be an asset to our finance organization support different operational client groups, the position will provide exposure in areas such as capital, occupancy, asset protection, budgets, and operations This position will contribute to the organization by driving continuous process improvement with respect to data mining, and reporting efficiencies. This position will also spearhead analysis across many aspects of the business to provide insights that influence key decisions.    Responsibilities: •    Design, maintain, and enhance reporting that is distributed to executives and others throughout the organization    •    Support the development and execution of department financial planning, forecasting, budgeting and analysis to improve JCPenney results •    Ensure key daily, weekly, and monthly reports are delivered accurately and on time   •    Develop a solid understanding of report metrics, data structure, and tools used to...
JCPenney Dallas, TX, USA
PE
Dec 18, 2025  
Investor Operations Leader
Investor Operations Leader Who you are: You have 5+ years of a mix of customer, operations, and capital markets experience under your belt and are looking for your next challenge in a hyper-growth, fast-paced, industry disrupting, SaaS company. You are excited to work with emerging technologies and modern tech stack with a collaborative team, where you will have a direct impact on the customer and investor experience. Does this sound like you? If so, keep reading and apply today! What youll do: Oversee daily ticket assignments and ensure timely resolution of investor and customer requests Guide team members to follow all current policies, procedures, and quality control processes Identify gaps or inefficiencies in current workflows and recommend improvements to management Partner with management to analyze error trends, identify root causes, and implement corrective actions Serve as a subject-matter expert in investor guidelines and translate those into rules within...
PollyEx Dallas, TX, USA
Ri
Dec 18, 2025  
Account Executive, Private Equity
About Rippling Rippling gives businesses one place to run HR, IT, and Finance. It brings together all of the workforce systems that are normally scattered across a company, like payroll, expenses, benefits, and computers. For the first time ever, you can manage and automate every part of the employee lifecycle in a single system. Take onboarding, for example. With Rippling, you can hire a new employee anywhere in the world and set up their payroll, corporate card, computer, benefits, and even third-party apps like Slack and Microsoft 365—all within 90 seconds. Based in San Francisco, CA, Rippling has raised $1.4B+ from the world’s top investors—including Kleiner Perkins, Founders Fund, Sequoia, Greenoaks, and Bedrock—and was named one of America's best startup employers by Forbes. We prioritize candidate safety. Please be aware that all official communication will only be sent from @ Rippling.com addresses. About the role The Private Equity Account...
Rippling Austin, TX, USA
OP
Dec 18, 2025  
Compliance Onboarding Associate
Compliance Onboarding Associate Who are we? At OpenPayd, we are building a universal financial infrastructure to power the growth of the digital economy. Our rails-agnostic approach empowers any business to move and manage money globally - across both traditional rails and stablecoins at scale, and in real time.The OpenPayd platform delivers a suite of banking and payments infrastructure: accounts in over 40 currencies, FX, on/off ramp, international and domestic payments, Open Banking services all via a single API. A global network of licences alongside our best-in-class tech is why we're trusted by 800+ enterprise clients to process over 130 billion annually. How will you add value to the OpenPayd journey? Working in a dynamic, face paced environment with industry leading colleagues that have the Customer experience at the forefront of their daily work Carrying out due diligence on our prospective corporate clients in accordance with our policies, and helping in other...
OpenPayd London, TX, USA
NC
Dec 18, 2025  
Operations Associate
Life is too short to work with jerks.   Join our team at NCD, a top-tier insurance provider, consisting of a unique and eclectic group of winners, nerds, and gamers who balance a fun, kind, and thoughtful approach to life with an unwavering commitment to unparalleled member satisfaction. Our ecosystem is rooted in our five core values: Relentless Positivity, Growth Obsessed, Get it Done, Helpful Spirit, and Solution Driven.   We are not just coworkers, but a community, working tirelessly towards 'Spreading the Smile' to our members, agents, and each other. NCD is at the forefront of dental and vision insurance, in partnership with our carrier partners MetLife, VSP, and Zurich. Our continuous growth is a testament to our commitment to delivering outstanding agent and customer satisfaction.  If you are ready to win each day, are eager to grow, and aspire to contribute to an organization that is setting the pace in the industry, then we are looking for you. Together,...
NCD Dallas, TX, USA
Cc
Dec 18, 2025  
Compliance Operations Analyst, Americas
$50,000 - $65,000 yearly
Compliance Operations Analyst, Americas Our Local Programs and Regulatory Compliance team is responsible for ensuring compliance with local laws and regulations in the countries where we operate. The Compliance Operations Analyst supports the daily operations of the firms compliance program. This role provides hands-on exposure to how financial institutions maintain integrity, meet regulatory obligations, and manage risk. Youll work closely with experienced compliance officers to execute routine monitoring tasks, prepare reports, and maintain internal documentation.Candidates who have strong interest in building a career in regulatory compliance, risk management, or financial operations are welcome to apply. Key Attributes of the Ideal Candidate: Self-Starter Proactive and solutions-oriented, with a strong sense of ownership and the ability to work independently using available resources. Clear Communicator Able to convey information effectively across all levels of the...
Crypto.com Tyler, TX, USA
PE
Dec 18, 2025  
Trainer, Professional Services
Trainer, Professional Services Who You Are: You have 3+ years of corporate trainer experience under your belt and are looking for your next challenge in a hyper-growth, fast-paced, industry disrupting, SaaS company. You are excited to work with emerging technologies and modern tech stack with a collaborative team, where you will have a direct impact on the customer experience. Does this sound like you? If so, keep reading and apply today! What You'll Do: Deliver high-quality onboarding and training sessions for clients and internal teams, both virtually and in-person, including ongoing education such as webinars and workshops. Translate client questions, challenges, and workflows into clear, actionable training content tailored to their needs. Provide expert guidance on industry-specific processes, LOS, PPE, and mortgage-related workflows. Collaborate with internal teams (product, support, and sales) to ensure training aligns with current platform capabilities and...
PollyEx Dallas, TX, USA
OP
Dec 18, 2025  
Legal Counsel, Commercial (Mid)
Legal Counsel, Commercial (Mid) Who are we? OpenPayd is a universal financial infrastructure that powers the growth of the digital economy. By providing seamless, API-driven access to global financial services, OpenPayd enables businesses to move and manage money globally. The OpenPayd platform delivers a full suite of banking and payments services, including payment accounts, trading capabilities, international and domestic payments and Open Banking services - all accessible via a single API. With a growing network of global banking partners, OpenPayd is providing the robust banking infrastructure digital businesses need to thrive. Our Mission At OpenPayd, our mission is to power the growth of the digital economy. We believe that all businesses regardless of their scale or industry should be able to leverage the best payment and banking services. We believe in providing our services through a simple, flexible and scalable platform. How will you add value to the OpenPayd...
OpenPayd London, TX, USA
PE
Dec 18, 2025  
Project Manager
Project Manager Who you are: As a Project Manager at Polly, you will lead the delivery of complex, enterprise-scale SaaS implementations, driving cross-functional initiatives that align with our strategic objectives. You will serve as a trusted advisor to both internal stakeholders and external customers and technology partners, ensuring successful adoption of Pollys solutions through meticulous planning, execution, and stakeholder engagement. Does this sound like you? If so, keep reading and apply today! What youll do: Oversee multiple, concurrent enterprise SaaS implementation projects, ensuring alignment with customer goals and Pollys strategic vision. Partner with Sales, Product, Engineering, and Customer Success teams to drive project success and foster a culture of continuous improvement. Act as the primary point of contact for customers during the implementation phase, providing consultative guidance and ensuring a seamless onboarding experience. Develop and refine...
PollyEx Dallas, TX, USA
Jo
Dec 16, 2025  
Senior Product Manager, Auto (Remote from Texas)
Senior Product Manager, Auto (Remote from Texas) This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Product Manager, Auto in Texas. In this role, you will lead the strategy and execution of product initiatives for a key lending product, focusing on collections and recoveries for auto loans. You will partner with operations, design, and cross-functional teams to build efficient, data-driven solutions that balance customer empathy with business outcomes. Your work will directly impact borrower experience, operational efficiency, and overall portfolio performance. This position requires a blend of strategic thinking, analytical rigor, and hands-on product management skills. You will define success metrics, prioritize high-ROI features, and experiment to optimize results. By shaping product and process improvements, you will influence both short-term operations and long-term growth in a rapidly evolving financial services...
Jobgether TX, USA
PE
Dec 15, 2025  
Implementation Consultant- LOS Mapping & Data Expert
Implementation Consultant- LOS Mapping & Data Expert Who you are: Youre an experienced Implementation Consultant with 5+ years of software implementation and consulting experience, including owning complex projects and guiding customers through multi-stakeholder rollouts. You thrive in fast-paced, high-growth environments and are excited by the opportunity to shape how customers adopt and scale modern, cloud-based SaaS solutions. You're a strong cross-functional partner and a trusted advisor to clients. Does this sound like you? If so, keep reading and apply today! What Youll Do: Act as a subject matter expert (SME) on our Product & Pricing Engine, providing advanced configuration and LOS mapping guidance on complex use cases Serve as an escalation point for Implementation Consultants and implementing customers, resolving technical and workflow challenges Lead discovery and solution design sessions on pricing and loan data, mapping and translations, and data...
PollyEx Dallas, TX, USA
PE
Dec 15, 2025  
Non-QM Underwriter
Non-QM Underwriter W ho you are : We are seeking a highly experienced Non-QM and Non-Conforming underwriting expert who is ready to transition into a mortgage technology and pricing engine environment. This role centers on converting complex underwriting guidelines into structured logic and validating pricing/eligibility outputs. The ideal candidate has deep underwriting and credit knowledge, strong communication skills, and an aptitude for learning technology. Does this sound like you? If so, keep reading and apply today! What youll do: Serve as the subject-matter expert for investor guidelines (Non-QM, Conforming, Jumbo) and program eligibility. Analyze, interpret, and translate complex investor guidelines including those for bank statements, DSCR, P&L, 1099s, and asset depletion into clear, structured logic for the pricing and eligibility engine. Update, maintain, and validate rules within the pricing engine to ensure all pricing (LLPAs, Spec Payups) and...
PollyEx Dallas, TX, USA
 
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