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<br />                                                Job description                                                                                                                                        <p>Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.<br /><br />The Mortgage Specialist is actively involved in each key aspect of the loan process and is responsible for ensuring a shortened cycle time by providing exceptional service to third parties and internal departments from Application through Funding. This individual is proficient in collecting and analyzing a broad range of credit, collateral and compliance documents related to the mortgage process, ensuring loan quality and integrity. More importantly, the mortgage specialist exhibits well developed communication and interpersonal skills and the ability to work effectively with underwriting, mortgage experience associates, sales representatives, third party vendors and other parties linked to the mortgage transaction. This challenging, yet rewarding, position requires an individual with the flexibility and confidence to balance the service-oriented and analytical aspects of mortgage lending functions with the evolving demands of a progressive industry.<br /><br />As our Mortgage Specialist you will:</p><ul><li>Evaluate credit worthiness by completing a thorough review and evaluation of third-party mortgage documentation to assess accuracy and credit risk. Analyze international credit reports, foreign verification of employment and perform project reviews to support a credit risk decision</li><li>Analyze collateral documentation to ensure collateral supports HSBC’s overall risk</li><li>Ensure a consistent and proactive approach to prior-to-doc condition clearing, in an effort to constantly increase pull-through percentage.  Meet or exceed current daily production expectations while ensuring accuracy and quality standards</li><li>Adhere to all federal, state and HSBC regulatory compliance polices while maintaining HSBC Code of Ethics. Ensure that HSBC’s security interest in the mortgage is protected</li><li>Utilize professional judgement for early identification and effective resolution or escalation of issues that arise</li><li>Develop and sustain relationships with third party vendors. Communicate and monitor quality performance and established standards</li><li>Immediately notify all necessary parties of irregularities relative to standard HSBC policy/guidelines</li><li>Responsible for pipeline management, taking ownership of loan processes, risk decisions and accountability for meeting or exceeding service level agreements with a proactive approach toward exceeding customer expectations</li><li>Achieve published standards and other key performance indicators (attendance, revenue, retention, service levels, quality, operational risk, etc.)</li><li>Complete other related duties as assigned, including but not limited to: providing guidance and training to less experienced personnel. Support HSBC’s diversity programs.  Adhere strictly to compliance and operational risk controls with HSBC and regulatory standards, policies and practices: report control weaknesses, compliance breaches and operational loss events<br /></li></ul><p>For this role, HSBC targets a pay range between $46,000 and $69,000.<br /><br />The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.<br /><br />At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.</p>                                                                                                                                    Requirements                                                                                                                                        <p>You´ll likely have the following qualifications to succeed in this role:<br /></p><ul><li>Minimum of bachelor’s degree in business, accounting, related field, or equivalent experience</li><li>Minimum of 2 years proven bank, mortgage business, mortgage systems related experience or equivalent</li><li>Knowledge of Mortgage Products, Documents, Investor, and Compliance Requirements</li><li>Ability to make sound decisions based on information provided and defined policies</li><li>Ability to effectively multi-task and manage numerous duties/deadlines simultaneously, while maintaining high quality</li><li>Strong customer service, organizational and communication (written/oral) skills</li><li>Proven communications, organizational, analytical, administrative, problem-solving, and interpersonal skills</li><li>Proficiency with personal computers as well as pertinent HSBC systems and software</li><li>Ability to meet deadlines and objectives independently and within the team<br /></li></ul><p>In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.<br /><br />As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!<br /><br />All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.</p>

HSBC

Mortgage Specialist

<p><strong>Teller / Universal Banker Associate - Full Time</strong></p><p><strong>$18.00 - $20.00 Per hour</strong></p><p>As America’s first billion-dollar black-owned bank,<strong> Liberty Bank and Trust </strong>is a part of history, and we don’t take that success or the privilege to serve our customers lightly. Liberty and our legacy institutions, with branches in 11 states, have stood steadfastly with underserved and often-forgotten communities for over 100 years.</p><p>We are growing and building our team with people who want to expand their horizons and surround themselves with inclusive, mission-driven peers looking to impact communities and families positively. If you have customer service experience or banking experience, we’d love to hear from you! To learn more about us, please visit our website at <a href="http://www.libertybank.net" target="_blank">www.libertybank.net</a></p><p>Our mission is to carry on the important work of generations of black-owned bank operators by preserving and providing access to affordable financial products and services to traditionally underserved markets. Liberty has been a lifeline for many who have pursued dreams of homeownership, growing businesses, providing for college, or even starting lifelong careers.</p><p>We strive to be as resilient as the people we serve. Whether it’s a community, a burgeoning business, or</p><p>untapped talent, we believe in the possibility of financial freedom.</p><p>The Universal Banker Associate provides first-line, quality customer service through face-to-face performance of primary bank transactions. This position will also utilize communication opportunities to offer additional bank services and products.</p><p>At Liberty Bank and Trust, you'll find that there's freedom here - for our customers and you.</p><p><strong>What does it take to become a Teller / Universal Banker Associate?</strong></p><p>•    Greet customers in the lobby, drive thru and/or on the phone.</p><p>•    Opens new deposit accounts.</p><p>•    Processes deposits, withdrawals, cash checks and other teller transactions.</p><p>•    Responsible for the security of assigned cash drawer and balances daily with data displayed on computer screen.</p><p>•    Processes deposits from ATM and night depository.</p><p>•    Identify and initiate sales opportunities.</p><p>•    Process and proof daily transactions through back counter; ensure proper holds are placed on checks according to regular CC          guidelines.</p><p>•    Assists all retail related positions as needed/assigned.</p><p><strong>Benefits</strong></p><p>As you might expect, we value every member of our team. That's why we offer competitive pay and an extensive benefits package, including:</p><p>•    Paid vacation and holidays, personal and sick days</p><p>•    Medical, Dental and Vision</p><p>•    FSA</p><p>•    Adoption Assistance</p><p>•    Life Insurance</p><p>•    Educational Reimbursement</p><p>•    401K and match</p><p>•    EAP/Health and Welfare Assistance</p><p>•    Training and Development</p><p>•    Online Marketplace* discounts on a variety of goods and services</p><p>•    Leadership Development</p><p>•    ERG/ Ambassador Group</p><p>•    Free and reduced-rate bank services</p><p>We do our best to make sure Liberty Bank and Trust is an incredible place not just to work but to build a career. We want you to learn, grow, and share in the success you help create. Within the company, there is also a future opportunity for growth.</p><p>Ready to reinvent banking? We’re ready to talk about what’s next, and if you are too, please apply today!</p><p><em>We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.</em></p>

Insperity

Teller / Universal Banker Associate - New Orleans

<h4>Scheduled Hours</h4>40<h4>Position Summary</h4>This position performs follow-up insurance billing and collection activities on a minimum of 45 claims per day; makes collection calls, verifying accuracy and completeness of claims, contacts insurance companies and collection agencies in regard to expediting payments from various payers for physician’s services.<h4>Job Description</h4><p>Primary Duties &amp; Responsibilities</p><ul><li>Performs collection follow-up duties on specific financial classifications, such as commercial insurance, self-pay, Medicare and Medicaid claims.</li><li>Makes collection calls to insurance companies and patients to ensure timely payment of claims.</li><li>Reviews remittance advises for rejection and accuracy of payment amounts.</li><li>Verifies accuracy and completeness of charge tickets, monitors attachments for claims to obtain maximum reimbursement.</li><li>Contacts insurance companies regarding posting payments and collection agencies regarding payment reports.</li><li>Responds to questions and requests from insurance companies.</li><li>Supports customer service unit in answering billing and collection questions.</li><li>Acts as back-up support for Accounts Receivable staff during peak times, vacations/illnesses.</li><li>Assists with training of co-workers.</li></ul><p>Preferred Qualifications</p><p>Working knowledge of computers, general office equipment, telephone console, medical terminology, collection techniques and communication skills that involve dealing with confidential information.</p><h4>Required Qualifications</h4><ul><li>High school diploma or equivalent high school certification.</li><li>Two to three years of related experience in bookkeeping/accounting and/or medical collection setting.</li></ul><h4>Grade</h4>C06-H<h4>Salary Range</h4>$17.00 - $24.66 / HourlyThe salary range reflects base salaries paid for positions in a given job grade across the University. Individual rates within the range will be determined by factors including one's qualifications and performance, equity with others in the department, market rates for positions within the same grade and department budget.<p>Questions</p><p>For frequently asked questions about the application process, please refer to our External Applicant FAQ.</p><h4>Accommodation</h4><p>If you are unable to use our online application system and would like an accommodation, please <a href="mailto:emailCandidateQuestions@wustl.eduor" target="_blank">emailCandidateQuestions@wustl.eduor</a> call the dedicated accommodation inquiry number at 314-935-1149 and leave a voicemail with the nature of your request.</p><h4>Pre-Employment Screening</h4>All external candidates receiving an offer for employment will be required to submit to pre-employment screening for this position. The screenings will include criminal background check and, as applicable for the position, other background checks, drug screen, an employment and education or licensure/certification verification, physical examination, certain vaccinations and/or governmental registry checks. All offers are contingent upon successful completion of required screening.<h4>Benefits Statement</h4><p>Personal</p><ul><li>Up to 22 days of vacation, 10 recognized holidays, and sick time.</li><li>Competitive health insurance packages with priority appointments and lower copays/coinsurance.</li><li>Want to Live Near Your Work and/or improve your commute? Take advantage of our free Metro transit U-Pass for eligible employees. We also offer a forgivable home loan of up to $12,500 for closing costs and a down payment for homes in eligible neighborhoods.</li><li>WashU provides eligible employees with a defined contribution (403(b)) Retirement Savings Plan, which combines employee contributions and university contributions starting at 7%.</li></ul><p>Wellness</p><ul><li>Wellness challenges, annual health screenings, mental health resources, mindfulness programs and courses, employee assistance program (EAP), financial resources, access to dietitians, and more!</li></ul><p>Family</p><ul><li>We offer 4 weeks of caregiver leave to bond with your new child. Family care resources are also available for your continued childcare needs. Need adult care? We’ve got you covered.</li><li>WashU covers the cost of tuition for you and your family, including dependent undergraduate-level college tuition up to 100% at WashU and 40% elsewhere after seven years with us.</li></ul><p>For policies, detailed benefits, and eligibility, please visit: <a href="https://hr.wustl.edu/benefits/" target="_blank">https://hr.wustl.edu/benefits/</a></p><h4>EEO/AA Statement</h4>Washington University in St. Louis is committed to the principles and practices of equal employment opportunity and especially encourages applications by those from underrepresented groups. It is the University’s policy to provide equal opportunity and access to persons in all job titles without regard to race, ethnicity, color, national origin, age, religion, sex, sexual orientation, gender identity or expression, disability, protected veteran status, or genetic information.<h4>Diversity Statement</h4>Washington University is dedicated to building a diverse community of individuals who are committed to contributing to an inclusive environment – fostering respect for all and welcoming individuals from diverse backgrounds, experiences and perspectives. Individuals with a commitment to these values are encouraged to apply.

Washington University in St. Louis School of Arts and Sciences

Washington University in St. Louis School of Arts & Sciences

Insurance Billing/Collection Assistant II - Ob/Gyn

The Investment Manager is responsible for underwriting investment opportunities, providing financial analyses to support investment decisions, conducting market research, and leading the execution of investment and development transactions. Day to day duties include sourcing opportunities, analysing due diligence materials and transaction documents and preparing &amp; presenting investment memoranda.<p><br />JOB DESCRIPTION</p><p><i>Key Role Responsibilities</i></p><ul><li>Assisting in sourcing, preparing &amp; presenting new investment memo’s, financing or disposition recommendations and updates on existing investments or portfolio status.</li><li>Manage acquisition due diligence processes and closings with outside counterparties, managing external advisors.</li><li>Actively engaging with owners, brokers, equity partners, lenders, attorneys, consultants and all other related internal departments, as appropriate.</li><li>Financial analysis and underwriting of investment opportunities, including running detailed multi-tier waterfall models, work closely and interdisciplinary with Development, Portfolio- and Asset Management and Operations teams.</li><li>Engaging with lenders to negotiate terms-sheets and long form agreements and navigate internal approval processes (with support from in-house counsel).</li><li>Market investigation of potential acquisitions, competitive properties and local market fundamentals.</li></ul><p><i>Knowledge &amp; Qualifications</i></p><ul><li>Educated to degree level or equivalent in a related business or analytical subject; such as finance, business management, real estate, accounting, economics, mathematics, statistics, science or engineering.</li><li>Master / Bachelor degree in real estate, business or finance (preferred).</li><li>IT literate and fully conversant with all Microsoft packages including Excel (Advanced level) PowerPoint (Advanced level).</li><li>General understanding of student/multi-family housing and third-party management.</li></ul><p><i>Experience &amp; Skills</i></p><ul><li>Significant experience of managing transactions within a real estate investment environment.</li><li>Proven quantitative and qualitative analytical skills to effectively assess sensitivities and pressure points during complex negotiations.</li><li>Excellent numeracy, written and verbal communication skills; including the ability to effectively write and present reports and information, and establish and maintain positive relationships and influence at all levels.</li><li>A positive team player, with an adaptable and flexible approach along with ability to work collaboratively to drive results and support the wider team and business objectives.</li><li>Demonstrable management and leadership skills and sufficient to recruit, lead and manage team members to achieve high performance.</li></ul>

Greystar

Investment Manager

<p>The <strong>Associate Wealth Advisor</strong> is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer of best practices.</p><p>We are open to local candidates in St. Louis, Portland, and Denver offering a hybrid working schedule.</p><p><strong>Essential Job Duties and Responsibilities</strong></p><ul><li>Develops a mastery of Buckingham’s evidence-based investment philosophy.</li><li>Resource for other AWAs at Buckingham. </li><li>Create, edit, and present financial plans through Money Guide Elite, Orion, and Holistiplan.  </li><li>Creates a personalized Investment Policy Statement and holistic investment strategy for each client.</li><li>Ability to independently lead client communications and interactions. </li><li>Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve &amp; execute portfolios, trade recommendations, tax loss harvesting, etc. </li><li>Determine asset allocation based on clients’ needs, willingness &amp; ability to take risk.</li><li>Diligent recording of client communication and information within client relationship management platform.</li><li>Serves as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of service.</li><li>Assist with client billing reviews and collaborate with the billing department to ensure fees are collected in a timely manner.</li><li>Engages in business planning efforts and actively supports the firm’s strategic priorities. </li><li>Ability to meet with clients in person. Some travel may be required. </li></ul><p><strong>Basic Qualifications</strong></p><ul><li>Bachelor’s Degree</li><li>2+ years of direct client-facing experience (financial services experience a plus) or relevant financial planning degree</li><li>Series 65 required</li><li>Strong interpersonal communication skills; team-orientated approach </li><li>Knowledge of financial industry, financial products, and financial planning concepts</li><li>Clean U4</li><li>CFP, CFA or CPA/ PFS preferred</li></ul><p><strong>Buckingham’s Compensation and Benefits</strong></p><p>This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package. Buckingham pays up to 100% of an associate’s medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.</p><p></p><p><strong>Who is Buckingham Wealth Partners?</strong></p><p>Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their dreams of financial prosperity.<br /><br />Buckingham employs more than 600 associates in over 50 office locations nationwide.</p><p>Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core ‘Passion To Do Right’ and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran’s status, genetic information or any class protected by applicable law or ordinance.</p><p></p><p><strong>Buckingham’s Awards &amp; Accolades</strong></p><ul><li>Top Workplace in St. Louis, St. Louis Post Dispatch, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016</li><li>Top RIA Firms, Barron's, 2023, 2022, 2021, 2020, 2019, 2018, 2017</li><li>Top RIA Firms, Forbes, 2022 </li><li>Top 25 RIA, Financial Advisor Magazine, 2023, 2022, 2021, 2020, 2019, 2018, 2017 </li><li>Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019</li><li>Top Registered Investment Advisers, Financial Times, 2020, 2019</li><li>Top Grower in Missouri in 2022, Citywire RIA</li><li>No. 6 on RIA Channel’s 2021 Top 100 Wealth Managers List</li></ul><br />

Buckingham Group

Associate Wealth Advisor

<h4>Scheduled Hours</h4>40<h4>Position Summary</h4>This position performs follow-up insurance billing and collection activities on a minimum of 30 claims per day; makes collection calls, verifying accuracy and completeness of claims, contacts insurance companies and collection agencies in regard to expediting payments from various payers for physician’s services.<h4>Job Description</h4><p>Primary Duties &amp; Responsibilities</p><ul><li>Performs collection follow-up duties on specific financial classifications, such as commercial insurance, self-pay, Medicare and Medicaid claims.</li><li>Makes collection calls to insurance companies and patients to ensure timely payment of claims.</li><li>Reviews remittance advises for rejection and accuracy of payment amounts.</li><li>Verifies accuracy and completeness of charge tickets, monitors attachments for claims to obtain maximum reimbursement.</li><li>Contacts insurance companies regarding posting payments and collection agencies regarding payment reports.</li><li>Responds to questions and requests from insurance companies.</li><li>Supports customer service unit in answering billing and collection questions.</li><li>Acts as back-up support for Accounts Receivable staff during peak times, vacations/illnesses.</li><li>Assists with training of co-workers.</li></ul><p>Preferred Qualifications</p><p>Working knowledge of computers, general office equipment, telephone console, medical terminology, collection techniques and communication skills that involve dealing with confidential information.</p><h4>Required Qualifications</h4><ul><li>High school diploma or equivalent high school certification.</li><li>Two to three years of related experience in bookkeeping/accounting and/or medical collection setting.</li></ul><h4>Grade</h4>C06-H<h4>Salary Range</h4>$17.00 - $24.66 / HourlyThe salary range reflects base salaries paid for positions in a given job grade across the University. Individual rates within the range will be determined by factors including one's qualifications and performance, equity with others in the department, market rates for positions within the same grade and department budget.<p>Questions</p><p>For frequently asked questions about the application process, please refer to our External Applicant FAQ.</p><h4>Accommodation</h4><p>If you are unable to use our online application system and would like an accommodation, please <a href="mailto:emailCandidateQuestions@wustl.eduor" target="_blank">emailCandidateQuestions@wustl.eduor</a> call the dedicated accommodation inquiry number at 314-935-1149 and leave a voicemail with the nature of your request.</p><h4>Pre-Employment Screening</h4>All external candidates receiving an offer for employment will be required to submit to pre-employment screening for this position. The screenings will include criminal background check and, as applicable for the position, other background checks, drug screen, an employment and education or licensure/certification verification, physical examination, certain vaccinations and/or governmental registry checks. All offers are contingent upon successful completion of required screening.<h4>Benefits Statement</h4><p>Personal</p><ul><li>Up to 22 days of vacation, 10 recognized holidays, and sick time.</li><li>Competitive health insurance packages with priority appointments and lower copays/coinsurance.</li><li>Want to Live Near Your Work and/or improve your commute? Take advantage of our free Metro transit U-Pass for eligible employees. We also offer a forgivable home loan of up to $12,500 for closing costs and a down payment for homes in eligible neighborhoods.</li><li>WashU provides eligible employees with a defined contribution (403(b)) Retirement Savings Plan, which combines employee contributions and university contributions starting at 7%.</li></ul><p>Wellness</p><ul><li>Wellness challenges, annual health screenings, mental health resources, mindfulness programs and courses, employee assistance program (EAP), financial resources, access to dietitians, and more!</li></ul><p>Family</p><ul><li>We offer 4 weeks of caregiver leave to bond with your new child. Family care resources are also available for your continued childcare needs. Need adult care? We’ve got you covered.</li><li>WashU covers the cost of tuition for you and your family, including dependent undergraduate-level college tuition up to 100% at WashU and 40% elsewhere after seven years with us.</li></ul><p>For policies, detailed benefits, and eligibility, please visit: <a href="https://hr.wustl.edu/benefits/" target="_blank">https://hr.wustl.edu/benefits/</a></p><h4>EEO/AA Statement</h4>Washington University in St. Louis is committed to the principles and practices of equal employment opportunity and especially encourages applications by those from underrepresented groups. It is the University’s policy to provide equal opportunity and access to persons in all job titles without regard to race, ethnicity, color, national origin, age, religion, sex, sexual orientation, gender identity or expression, disability, protected veteran status, or genetic information.<h4>Diversity Statement</h4>Washington University is dedicated to building a diverse community of individuals who are committed to contributing to an inclusive environment – fostering respect for all and welcoming individuals from diverse backgrounds, experiences and perspectives. Individuals with a commitment to these values are encouraged to apply.

Insurance Billing/Collection Assistant II (Remote) - Business Office - Medicine

<br />                                                Job description                                                                                                                                        <p>Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.</p><p>This role will be responsible for supporting clients and, in certain instances, directly growing revenues derived from Capital Financing (DCM, Credit &amp; Lending, Acquisition Finance, Asset Finance, M&amp;A, ECM) Global Markets (Credit Sales, Cash Equities, Interest Rate &amp; Equity Derivatives, FX), Transaction Services – Cash &amp; Liquidity Management, Securities &amp; Trust Services and Global Trade &amp; Receivables Finance, and investment management solutions through HSBC Asset Management.</p><p>As our Associate, FIG Insurance Coverage you will:</p><ul><li>Contribute to building HSBC’s Insurance coverage franchise and reputation in the market place</li><li>Deliver innovative solutions to client’s needs across all product lines, gaining significant ancillary business and above hurdle RoRWA returns for the Group</li><li>Develop “Trusted Advisor” and “First Call” relationships for event-driven transactions by developing and pitching strategic solutions content-driven ideas and solutions that can differentiate HSBC from the competition</li><li>Coordinate origination and execution of activities across the platform including Capital Financing / Global Markets / Transaction Services / Asset Management products</li><li>Drive results against client plans for revenue generation, franchise transactions, alignment with product partners and customer satisfaction</li><li>Adhere to strict risk guidelines for lending and market exposure and ensure that we are comfortable with credit quality &amp; RoRWA returns</li><li>Manage and mentor junior resources on team where required</li><li>Understand, follow and demonstrate compliance with all relevant HSBC internal and external rules, regulations and procedures that apply to business conduct specifically Internal Controls and Compliance policies</li></ul><p>For this role, HSBC targets a pay range between $125,000 and $150,000.</p><p>The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.</p><p>At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.</p>                                                                                                                                    Requirements                                                                                                                                        <p>You´ll likely have the following qualifications to succeed in this role:</p><ul><li>Strong connection with senior client contacts in insurance sector</li><li>In-depth knowledge of insurance sub-sectors: life, P&amp;C, reinsurance, brokers and healthcare</li><li>Significant experience with GAAP / Statutory financial statements, company valuations, capital structure / regulatory requirements, debt / FSR ratings, funding / capital markets and investments</li><li>Knowledge of Credit and LoC agreements, ISDA / CSA documentation, MRA / TRS structures, risk management and risk mitigation strategies</li><li>Ability to manage a portfolio of clients on a global basis</li><li>Well organized with an analytical approach to problem solving</li><li>FINRA Series 79, 63 and 7 licenses</li><li>Strong team player and collaborative with colleagues across HSBC’s global platform</li></ul><p>In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.</p><p>As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!</p><p>#wayup</p><p>All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.</p>

Associate, FIG Insurance Coverage

<h4>Scheduled Hours</h4>40<h4>Position Summary</h4>Performs advanced billing and collection activities. Acts as Lead IBC Assistant. Makes collection calls, verifying accuracy and completeness of claims, contacts insurance companies and collection agencies in regards to expediting payments from various payers for physician’s services. Handles discounts, adjustments and charge corrections.<h4>Job Description</h4><p>Primary Duties &amp; Responsibilities</p><ul><li>Acts as a Lead IBC Assistant. Trains and orientates other IBC Assistants.</li><li>Performs collection follow-up duties on specific financial classifications, such as commercial insurance, self-pay, Medicare and Medicaid claims.</li><li>Handles discounts, adjustments and charge corrections.</li><li>Makes collection calls to insurance companies and patients to ensure timely payment of claims.</li><li>Reviews remittance advises for rejection and accuracy of payment amounts.</li><li>Verifies accuracy and completeness of charge tickets, monitors attachments for claims to obtain maximum reimbursements.</li><li>Contacts insurance companies regarding posting payments and collection agencies regarding payment reports.</li><li>Responds to questions and requests from Insurance companies.</li><li>Supports customer service unit in answering billing and collection questions.</li><li>Acts as back-up support for Accounts Receivable staff during peak times, vacations and illnesses.</li></ul><p>Preferred Qualifications</p><ul><li>Two years of college or business school.</li><li>Working knowledge of computers, general office equipment, telephone console, medical terminology, collection techniques and communication skills that involves dealing with confidential information.</li></ul><h4>Required Qualifications</h4><ul><li>High school diploma or equivalent high school certification.</li><li>Three to five years of previous billing or insurance experience.</li></ul><h4>Grade</h4>C08-H<h4>Salary Range</h4>$20.17 - $30.24 / HourlyThe salary range reflects base salaries paid for positions in a given job grade across the University. Individual rates within the range will be determined by factors including one's qualifications and performance, equity with others in the department, market rates for positions within the same grade and department budget.<p>Questions</p><p>For frequently asked questions about the application process, please refer to our External Applicant FAQ.</p><h4>Accommodation</h4><p>If you are unable to use our online application system and would like an accommodation, please <a href="mailto:emailCandidateQuestions@wustl.eduor" target="_blank">emailCandidateQuestions@wustl.eduor</a> call the dedicated accommodation inquiry number at 314-935-1149 and leave a voicemail with the nature of your request.</p><h4>Pre-Employment Screening</h4>All external candidates receiving an offer for employment will be required to submit to pre-employment screening for this position. The screenings will include criminal background check and, as applicable for the position, other background checks, drug screen, an employment and education or licensure/certification verification, physical examination, certain vaccinations and/or governmental registry checks. All offers are contingent upon successful completion of required screening.<h4>Benefits Statement</h4><p>Personal</p><ul><li>Up to 22 days of vacation, 10 recognized holidays, and sick time.</li><li>Competitive health insurance packages with priority appointments and lower copays/coinsurance.</li><li>Want to Live Near Your Work and/or improve your commute? Take advantage of our free Metro transit U-Pass for eligible employees. We also offer a forgivable home loan of up to $12,500 for closing costs and a down payment for homes in eligible neighborhoods.</li><li>WashU provides eligible employees with a defined contribution (403(b)) Retirement Savings Plan, which combines employee contributions and university contributions starting at 7%.</li></ul><p>Wellness</p><ul><li>Wellness challenges, annual health screenings, mental health resources, mindfulness programs and courses, employee assistance program (EAP), financial resources, access to dietitians, and more!</li></ul><p>Family</p><ul><li>We offer 4 weeks of caregiver leave to bond with your new child. Family care resources are also available for your continued childcare needs. Need adult care? We’ve got you covered.</li><li>WashU covers the cost of tuition for you and your family, including dependent undergraduate-level college tuition up to 100% at WashU and 40% elsewhere after seven years with us.</li></ul><p>For policies, detailed benefits, and eligibility, please visit: <a href="https://hr.wustl.edu/benefits/" target="_blank">https://hr.wustl.edu/benefits/</a></p><h4>EEO/AA Statement</h4>Washington University in St. Louis is committed to the principles and practices of equal employment opportunity and especially encourages applications by those from underrepresented groups. It is the University’s policy to provide equal opportunity and access to persons in all job titles without regard to race, ethnicity, color, national origin, age, religion, sex, sexual orientation, gender identity or expression, disability, protected veteran status, or genetic information.<h4>Diversity Statement</h4>Washington University is dedicated to building a diverse community of individuals who are committed to contributing to an inclusive environment – fostering respect for all and welcoming individuals from diverse backgrounds, experiences and perspectives. Individuals with a commitment to these values are encouraged to apply.

Insurance Billing/Collection Assistant III (Remote) - Surgery

<p>The <strong>Associate Wealth Advisor</strong> is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer of best practices.</p><p>We are open to local candidates in Portland or Denver offering a hybrid working schedule.</p><p><strong>Essential Job Duties and Responsibilities</strong></p><ul><li>Develops a mastery of Buckingham’s evidence-based investment philosophy.</li><li>Resource for other AWAs at Buckingham. </li><li>Create, edit, and present financial plans through Money Guide Elite, Orion, and Holistiplan.  </li><li>Creates a personalized Investment Policy Statement and holistic investment strategy for each client.</li><li>Ability to independently lead client communications and interactions. </li><li>Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve &amp; execute portfolios, trade recommendations, tax loss harvesting, etc. </li><li>Determine asset allocation based on clients’ needs, willingness &amp; ability to take risk.</li><li>Diligent recording of client communication and information within client relationship management platform.</li><li>Serves as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of service.</li><li>Assist with client billing reviews and collaborate with the billing department to ensure fees are collected in a timely manner.</li><li>Engages in business planning efforts and actively supports the firm’s strategic priorities. </li><li>Ability to meet with clients in person. Some travel may be required. </li></ul><p><strong>Basic Qualifications</strong></p><ul><li>Bachelor’s Degree</li><li>2+ years of direct client-facing experience (financial services experience a plus) or relevant financial planning degree</li><li>Series 65 required</li><li>Strong interpersonal communication skills; team-orientated approach </li><li>Knowledge of financial industry, financial products, and financial planning concepts</li><li>Clean U4</li><li>CFP, CFA or CPA/ PFS preferred</li></ul><p><strong>Buckingham’s Compensation and Benefits</strong></p><p>This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package. Buckingham pays up to 100% of an associate’s medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.</p><p></p><p><strong>Who is Buckingham Wealth Partners?</strong></p><p>Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their dreams of financial prosperity.<br /><br />Buckingham employs more than 600 associates in over 50 office locations nationwide.</p><p>Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core ‘Passion To Do Right’ and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran’s status, genetic information or any class protected by applicable law or ordinance.</p><p></p><p><strong>Buckingham’s Awards &amp; Accolades</strong></p><ul><li>Top Workplace in St. Louis, St. Louis Post Dispatch, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016</li><li>Top RIA Firms, Barron's, 2023, 2022, 2021, 2020, 2019, 2018, 2017</li><li>Top RIA Firms, Forbes, 2022 </li><li>Top 25 RIA, Financial Advisor Magazine, 2023, 2022, 2021, 2020, 2019, 2018, 2017 </li><li>Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019</li><li>Top Registered Investment Advisers, Financial Times, 2020, 2019</li><li>Top Grower in Missouri in 2022, Citywire RIA</li><li>No. 6 on RIA Channel’s 2021 Top 100 Wealth Managers List</li></ul><br />

<p>Job Description and Requirements</p><p>As the Closer, this person will be responsible for coordinating the closing between the Credit Union Service Organization (CUSO) and its investors/lenders, title companies, and members/borrowers.  As the Funder, this person will be responsible for coordinating the flow of funds between investors/lenders, CUSO, and its warehouse lenders Line-of-Credit (LOC), as well as monitoring the LOC status. As the Shipper, this person will be responsible for coordinating the shipping of closed and funded loan files to the respective investors/lenders once the loans have been bought by that respective investor/lender.</p><p>Essential Functions and Responsibilities:</p><ul><li>Review Title Commitments.</li><li>Prepare the Final Closing Disclosures.</li><li>Confirm funds to close.</li><li>Order the closing packages and forward to the title company upon internal approval.</li><li>Review Loan Estimate and Closing Disclosures for accuracy and compliance with all real estate related laws.</li><li>Authorize funding and wire funds to title company.</li><li>Make draws on line-of-credit and apply funds to when loans are sold.</li><li>Send executed closing documents to investors.</li><li>Track required wet signature documents and forward to the investor.</li><li>Track the documents that are recorded at the courthouse and forward to the investor.</li><li>Track the final title policy from the title company and forward to the investor.</li><li>Continue to monitor and track any document the investor requests or requires as a condition of the purchased loan.</li><li>Maintain a work queue within a paperless filing system in accordance with institution service level objectives.</li><li>All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice).</li></ul><p><br />Requirements:</p><ul><li>High School diploma or GED</li><li>Minimum of one year of mortgage loan closing experience</li><li>Ability to use independent judgment and be able to multi-task in a fast-paced paperless team environment</li><li>Must demonstrate proficiency and accurate closing document preparation skills</li><li>Must possess excellent communication, interpersonal, and organizational skills</li><li>Must demonstrate courtesy, member/customer service, and tact</li><li>Must work well with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation</li><li>Ability to work successfully under deadlines</li><li>Proficient computer skills and knowledge of Excel, Word, OneNote, Outlook, Power Point, DocuSign, &amp; Mortgage Electronic Registration Systems, Inc.</li><li>Must be available to work on Saturdays as needed</li></ul><p>Preferred:</p><ul><li>Bi-Lingual in English/Spanish</li><li>Experience with Encompass LOS</li></ul><p><i>All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.</i></p>

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