57 specialist jobs found

What You'll Do: As a Sales Support Specialist at Principal, you will play a crucial role in supporting our sales team, becoming a product knowledge and sales expert along the way. This role offers an exciting opportunity for growth and advancement within the annuities distribution sector.   Here are a few examples of the kinds of things you’ll do: Promote variable annuity products through inbound phone contact with financial advisors to provide marketing and presale support. Engage with case building by keeping up-to-date on retirement-related topics to contribute value. Maintain close working relationship with top representatives in an effort to increase sales. Understand how our investments fit into an overall, well diversified portfolio of assets by staying current on economic and financial issues that affect our business. Support sales efforts by assisting with case design, sales ideas, hypothetical product illustrations, and application materials....

What You'll Do: We’re looking for a Customer Experience Specialist 2 to join our Participant Contact Center (PCC)! In this role, you’ll educate and assist 401K participants by answering inbound phone inquiries about their retirement accounts and help them take action to prepare for retirement. Correspond with customers via inbound and outbound phone calls or additional channels and provide quality customer service. Handle complex product calls, emails or chats and resolves situations real-time while building foundational financial knowledge. Potential opportunity to secure your FINRA Series 6 license. This role will offer you the opportunity to work closely with Principal’s customers, solving problems, resolving issues, and helping to build their financial confidence.   Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm,...

POSITION SUMMARY: The Client Service Specialist is a customer-focused role, dedicated and vital to the success of Park State Bank. In this role, you will serve as a trusted advisor to our customers, helping them with various banking needs, such as account management, financial guidance, and product inquiries. The ideal candidate will have a strong understanding of banking products, excellent communication skills, and a commitment to delivering impactful and outstanding customer service. Key Responsibilities: High-Touch Client Service: Provide exceptional and personalized service to every client, ensuring their banking needs are met with care and attention. Anticipate and proactively address client needs by offering tailored solutions and recommendations. Be readily available to clients, whether in person, over the phone, or via email, to promptly assist with inquiries or concerns. Client Consultation: Engage with clients to understand their financial needs and goals,...

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...: The Claims Operations Specialist is a key role, serving as the primary contact for field associates filing client claims under POM & Accuracy Guarantees. This position is essential in collecting, documenting, and ensuring the timely resolution of claims. The specialist must communicate effectively with internal and external clients via phone, email, Work Center, and Microsoft Teams. Exceptional communication skills, strong active listening abilities, multitasking, and maintaining composure when...

About Swingtech Swingtech delivers innovative Information Technology and Professional Support services to a diverse range of clients across the federal and intelligence communities. With over 15 years of trusted experience as a systems integrator, we apply agile methodologies and deep industry insight to help our customers achieve greater efficiency, compliance, and cost savings. At Swingtech, we’re committed to excellence and long-term success for our clients and our team. Location: Atlanta, GA- Onsite POSITION TYPE: Full Time-W2-40/Hours/week Clearance Requirement: Public Trust We are currently looking to fill the Telecom Invoicing & Billing Specialist role. Responsibilities & other details are listed below:   RESPONSIBILITIES: Validate vendor charges, reconcile accounts, and process payments using customer’s financial systems such as TIMS, TOPS, VITAP, and Pegasys. Research payment statuses, resolve discrepancies, and...

Who We Are First Fed is a local community bank on an exciting growth trajectory with 17 locations including 12 full-service branches in Western Washington. First Fed was recognized by the Puget Sound Business Journal as a Best Workplace and a Top Corporate Philanthropist. By popular vote, First Fed received awards for Best Bank in The Best of the Northwest , Best Banker in Readers’ Choice by Cascadia Daily News, and Peninsula Daily News named us B est Bank on the Olympic Peninsula . We also received a Best-In-State bank award from Forbes.   For over 100 years First Fed has served our customers and communities throughout the PNW. We’ve donated over $9 million to non-profit organizations in the past 8 years through our foundations, sponsorships, direct donations, and matched employee donations. Our amazing team has volunteered over 25,000 hours in the past 5 years – many by using our benefit of 3 paid volunteer days per year!     We welcome applicants from...

The Student Accounts Specialist plays a key role in supporting Whitworth University’s mission by delivering accurate, timely, and compassionate financial services to students and families. Reporting to the Associate Director of Billing & Accounts, this position is responsible for managing student billing, account reconciliation, collections, and general cashiering services. The Specialist ensures that student accounts are maintained with integrity, provides personalized customer service with empathy and professionalism, and supports financial transparency and equity across campus operations. Student Account Services | 60% Manage an assigned portfolio of student accounts, including auditing and posting approved changes, adjustments, and corrections. Deliver excellent front-line service via phone, email, and in person to students, parents, and other stakeholders. Initiate and manage payment plans; perform outreach and collection activities, including skip tracing, calls, and...

Remittance Deposit Specialist APCO Holdings partners with dealerships across North America to deliver innovative vehicle protection products and services that enhance the ownership experience for customers and drive growth for our partners. Through our family of brands, we bring together industry expertise, technology, and data-driven insights to help dealers strengthen their finance and insurance performance and build lasting relationships with their customers. Our teams work collaboratively across operations, technology, risk, finance, marketing, and sales to deliver solutions that create measurable value and support the continued growth of APCO and the partners we serve. We are looking for a Remittance Deposit Specialist to join our Receivables & Billing team. In this role, you will be responsible for processing and reconciling incoming payments, ensuring accuracy in cash application, and supporting the flow of funds across the organization. What You'll Do Deposit,...

Sr. Mortgage Processing and Funding Specialist First Entertainment Credit Union is looking for a Sr. Mortgage Processing and Funding Specialist who will be responsible for First and Second lien loan processing from application through funding, including data collection, review and analysis, and pre-funding audits. The Sr. Mortgage Processing and Funding Specialist must demonstrate exceptional attention to detail, organizational skills, and communication abilities. A successful candidate must possess the professionalism and alignment with our core values, ensuring all stakeholders are informed throughout the loan lifecycle. This is a full-time, hybrid opportunity reporting to the Director, Real Estate Lending Operations and is based in Hollywood, CA. The targeted pay in California is between $30 and $36. Responsibilities • Process first mortgage and equity loan applications, ensuring accuracy and regulatory compliance. • Collect, review, and...

At Veracity, we aim to be a different kind of insurance partner   –   one that is free from outside investors, venture capital, or the pressures of a corporate parent.   Ours is a culture of empowerment – one that believes in effort, results, and accountability. We believe that transparency fosters trust, trust fosters growth, and that growth drives innovation. Our commitment to rigorous evaluation and relentless execution   lead   to rapid evolution.  We answer only to the small business owners we serve, and this independence allows us to stay focused on what matters most: helping their businesses thrive by providing expert guidance and best-in-class insurance policies.  We’re   growing fast and want you to be a part of it!  We’re   seeking   a detail-oriented and proactive   Insurance Billing   and   Processing Specialist   to join our team. This role   is responsible for   executing high-volume billing, policy processing, and...

Description:   Here at North Easton Savings Bank, we exist to invest our time and resources locally and to improve the quality of living, working and raising a family in each of the communities we serve.  We take great pride in being recognized as a Top Place to Work. Our commitment to growth and innovation extends well beyond the communities we serve and the products and services we offer. Whether you are a seasoned professional or just starting out, by joining the NESB team today , you're taking a step towards investing in your tomorrow . Shop Local. Bank Local. Work Local.   This is a hybrid position reporting to the Bank’s main office in South Easton, MA 2 – 3 times per week.  Only candidates currently located within a reasonable commuting distance will be considered.   Position Summary    Under the supervision of the Loan Servicing Manager, the Loan Servicing Operations Specialist ensures that loan data meets established quality standards by...

About Consolidated Analytics, Inc. Consolidated Analytics is a fast-growing mortgage and financial services company with Centers of Excellence in Chennai and Pune. Explore some of our featured openings below. About The Role As an Image Indexing Specialist (US Residential Mortgage) in our Operations department, you will play a critical role in ensuring that loan documents and related images are accurately captured, classified, and indexed within our systems. You will work closely with underwriting, processing, and post-closing teams to support timely and compliant loan decisioning by maintaining a clean, well-structured digital document repository. This salaried, full-time position requires strong attention to detail, familiarity with US residential mortgage documentation, and the ability to work efficiently in a fast-paced, deadline-driven environment. Your work will directly impact data integrity, regulatory readiness, and the overall customer experience by making...

About Tier One Funding Tier One Funding’s mission is to help small business owners solve America’s housing problem. We provide the capital and partnership that enable fix-and-flip entrepreneurs to transform properties faster and with greater confidence. Our edge is simple: a customer-first focus, speed and disciplined execution. We believe teamwork fuels innovation, simplicity drives clarity and discipline builds trust. Backed by world-class financial institutions and led by a team with decades of experience in lending and high-growth ventures, Tier One combines institutional strength with entrepreneurial agility. When you join Tier One, you join a humble, clever, and collaborative team dedicated to building something remarkable — a company that helps our customers succeed while they transform houses into homes. About the role We are seeking a detail-oriented Post-Closing Specialist to support our secondary market operations. This role is responsible for conducting...

What You'll Do: We’re looking for a Funds Specialist to join our Law department. In this role, you’ll be responsible for the coordination, preparation, formatting, and electronic submission of regulatory filings to the SEC using the Electronic Data Gathering, Analysis, and Retrieval (EDGAR) system. This role requires strong communication and organizational skills, attention to detail, and the ability to work under strict deadlines.   What You’ll Do Prepare and submit SEC filings, including Forms N‑1A, N‑2, N‑14, Proxy Statements, and other required documents through the EDGAR system. Format and convert documents into required SEC‑compliant formats (e.g., HTML, XBRL, iXBRL). Coordinate with internal teams, including Legal, Finance, Accounting, and Compliance, to gather required disclosures and supporting documentation. Ensure all filings are accurate, complete, and submitted in compliance with SEC regulations and deadlines. Review and proofread filings for...

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 the Block Advisors Senior Accounting Specialist, you will provide bookkeeping and payroll services to Block Advisors small business clients including assisting with client onboarding, accurate and timely recording of financial transactions, financial statement generation, sales tax filing, bank reconciliation, and other miscellaneous bookkeeping and payroll services as needed. You will partner with Tax Advisors to deploy an effective two-way referral method to assist in the overall development of the...

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 the Senior Block Advisors Accounting Specialist, you will provide bookkeeping and payroll services to Block Advisors small business clients including assisting with client onboarding, accurate and timely recording of financial transactions, financial statement generation, sales tax filing, bank reconciliation, and other miscellaneous bookkeeping and payroll services as needed. You will partner with Tax Advisors to deploy an effective two-way referral method to assist in the overall development of the...

Overview: To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, accountability, and compassion - must guide what we do, as individuals and professionals, every day. The Contract Specialist I is responsible for the processing and procurement of requests for various supplies, services, and equipment. Monitors vendor performance and updates source files to assure compliance with negotiated prices, fill rates, and delivery dates. Works with Sr. Contract Specialists, Contract Specialists, Product Quality Coordinator, Vendor Relations Supervisor, Value Analysis Nurses, vendors, and users to contain costs by considering the total cost of products including, process cost, freight & delivery conditions, storage, maintenance, life cycle, and associated products costs when making decisions. Assumes a value-add role within the Strategic Sourcing...

What You'll Do: Performs a variety of operational securities and cash transactions, ensuring accuracy and timely processing or processes that require general knowledge of unit functions and systems. Duties may include differentiating, processing and reconciling transactions; researching inquiries; addressing and resolving customer inquiries, escalating complex matters as needed to support internal business partners and/or clients/investment managers; reviewing time sensitive and/or less complex to moderately complex documents; Participates in revising departmental procedures. Coordinates situations that involve other departments. Processing and reconciling transactions to ensure timely settlement and accurate recordkeeping. Reviews daily reports to identify discrepancies and maintain SLA compliance. Answers routine questions from clients to ensure consistent client support. Mitigates operational risks by ensuring compliance with regulatory requirements, policies and...

Overview: Job Purpose Intercontinental Exchange Inc. (ICE) is looking for a Senior Client Content Oversight Specialist to join our US based team. ICE is a leading global financial information services provider with an established track record of providing mission-critical, high quality financial information and value-added services, including real-time data, pricing and reference data, fixed income evaluations, security and portfolio analytics and customized financial information portals and terminals. We seek highly motivated candidates for an opportunity to join the Client Content Oversight team which is responsible for ensuring ICE proprietary and 3rd party data is licensed appropriately by our global customer base.     Responsibilities Conduct routine customer engagements to understand customer workflows and use of services Document and analyze use cases and associated systems/applications related to data management, distribution, and individual end user consumption...

Overview: The Inventory Planning Specialist is responsible for ensuring stock levels in the Mobis Redistribution Center are adequate to meet customer demand by monitoring and forecasting demand trends, placing and tracking purchase orders (POs), and analyzing sales and inventory data. Responsibilities: Essential Functions (To perform within this position successfully, the incumbent must be able to perform each essential duty satisfactorily. Other duties may be assigned.)   - Research and review stock levels to determine accurate quantities of parts to place on purchase order (PO) - Monitor and adjust orders based on changing demand trends - Daily analyze monthly demand for after-service (A/S) parts and provide concise estimated monthly demand (EMD) figures - Execute efficient and proper decision making to analyze inventory stocking levels for optimal return on investment - Analyze stock levels by part size to ensure warehouse has adequate space to store all stock...