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Compensation Coordinator (Equity Services, Inc.)Visa Sponsorship is not available for this role.SummaryThe primary responsibilities for this position will include accurate and timely calculation and payment of securities commissions to Equity Services, Inc. (ESI) registered representatives. Additionally, this role will have responsibilities for reassigning client accounts when reps terminate their affiliation with the firm.&nbsp; Candidates in this role will work closely with product vendors, field supervisors and registered representatives to create and maintain compensation grids for processing of commissions received on the sale of securities products.Key Responsibilities<ul><li>Prompt &amp; accurate processing of registered representative’s securities compensation. Transactions are processed manually and via automated feeds from product vendors and data clearing houses.</li><li>Input and maintain rep pay grids and adjustments on the firm’s commission system</li><li>Prompt &amp; efficient research of commission discrepancies noted by members of the field force</li><li>Entry &amp; balancing of daily cash receipts into the firm’s General Ledger system</li><li>Works closely with internal &amp; external auditors to ensure regulatory compliance with the firm’s financial records.</li><li>Process weekly payroll files, review &amp; maintain rep’s direct deposit information</li><li>Must have the ability to work in a team&nbsp;environment&nbsp;with&nbsp;tight business processing deadlines; effective at time management.</li><li>Educate members of the field force regarding firm procedures-provide training as needed on the firm’s website, forms accessibility, electronic workflow and eSignature processes.</li><li>Work with agency supervisors to reassign books of client accounts when advisors leave the firm. This entails reviewing for proper licensing, carrier appointments, updating our admin records and generating letters to clients and vendors.</li></ul>Requirements<ul><li>3-5 years of experience in Financial Services</li><li>Experience handling sensitive and confidential agent and company financial information such as payroll and agent commissions</li><li>Proficient in MS Office Suite, with advanced level Excel skills&nbsp;</li><li>Familiarity with PCs and ability to learn new programs quickly</li><li>Demonstrated ability to perform accurate, quality work in a fast-paced environment with a strong attention to detail</li><li>Must be a team player with the ability to prioritize tasks&nbsp;</li><li>Strong interpersonal, communication and organizational skills-willing to teach and learn with teammates and other internal customers</li><li>This position currently offers an onsite hybrid work schedule, with the expectation that you are in the office three days per week during onsite core days. Our current onsite core days are Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.</li><li>The base salary range for this role is between $20.19 - $37.50 hourly. We are open to varying levels of experience above the minimum requirements.</li></ul>Preferred Qualifications<ul><li>Experience working in a Broker Dealer</li><li>Experience in Sales Compensation, Payroll, and/or Accounting</li><li>Experience working with Registered Reps &amp; Advisors in a Sales Support Capacity</li></ul> <h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6>#LI-DO#LI-Hybrid<h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

National Life Group

Compensation Coordinator, Equity Services Inc.

Mortgage Loan CloserAs America’s first billion-dollar black-owned bank,&nbsp;Liberty Bank and Trust&nbsp;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.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. To learn more about us, please visit our website at&nbsp;<a href="http://www.libertybank.net&amp;nbsp" target="_blank">www.libertybank.net&amp;nbsp</a>;Our mission is to carry on the vital 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.We strive to be as resilient as the people we serve. Whether it’s a community, a burgeoning business, or untapped talent, we believe in the possibility of financial freedom.As the&nbsp;Mortgage Loan Closer, you will complete all the closing paperwork on behalf of the lender and send it to the title insurance company or the real estate attorney to complete the closing. As the person with the final review of the deal, this position is responsible for ensuring mortgage regulatory compliance. &nbsp;To thrive as a Mortgage Loan Closer, you should have:<ul><li>Associate's degree or equivalent from a two-year college, technical school, or 1-2 years of related experience and/or training. Familiarity with loan closing and documentation procedures is preferred.</li><li>Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with experience in banking software such as Encompass and IT core systems.</li><li>Demonstrated ability to express ideas clearly in writing, edit for accuracy in spelling and grammar, vary writing styles to meet specific needs, and effectively present numerical data.</li><li>Skilled in managing customer interactions, resolving concerns, meeting commitments, and maintaining high satisfaction through effective communication and persistence.</li><li>Ability to apply common sense to address challenges, interpret instructions in various formats, and adapt quickly to new technologies and procedures.</li></ul>Your responsibilities as the Mortgage Loan Closer include:<ul><li>Document Preparation and Compliance: Create and maintain all closing documents to ensure they meet government compliance standards, including disclosures, fees, and legal paperwork.</li><li>Loan Funding and Finalization: Fund completed loans, submitted funding wires through the wire exchange portal, and finalized files for sale to third-party investors.</li><li>Borrower Interaction: Prepare and remit the Closing Disclosure, answer borrower questions, obtain necessary signatures, and schedule closing meetings with closing agents.</li><li>File Management and Submission: Maintain accurate and current mortgage files, email executed packages to the post-closing team, and store completed files in credit administration.</li><li>Investor Coordination: Serve as a liaison between lenders, overnight original notes to investors, and ensure timely submission for booking and secondary market sales.</li></ul>Benefits:Liberty’s Bank and Trust’s Best-in-Class Benefits and Perks:&nbsp;As you might expect, we value every member of our team. That's why we offer competitive pay and an extensive benefits package, including:<ul><li>Comprehensive Medical, Dental, Vision, and Life Insurance</li><li>Solid Work/Life Balance, including PTO and paid holidays</li><li>Financial wellness, including an FSA 401K and match, Educational Reimbursement, and Life Insurance</li><li>Family assistance, including Adoption Assistance and EAP/Health and Welfare Assistance</li><li>Growth opportunities, including Training and Development and Leadership Development</li><li>Substantial perks, including Online Marketplace* discounts on a variety of goods and services, ERG/ Ambassador Group, and Free and reduced-rate bank services&nbsp;</li></ul>We do our best to ensure Liberty Bank and Trust is an incredible place to work and build a career. We want you to learn, grow, and share in the success you help create.&nbsp;We want to hear if you are ready to take the next step in your career and make a significant impact!&nbsp;We are an equal opportunity employer, and all qualified applicants will be considered for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Insperity

Mortgage Loan Closer - NOLA

<h4>Description</h4>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Charitable Planning Associate to work in Westlake, TX.The hourly pay rate for this position is $22 per hour.Are you a hardworking and self-motivated person who would thrive in a collaborative and fast paced environment? If so, come build your career with us!Fidelity Charitable is a collaborative, competitive, dynamic, and exciting environment. In this role you will have an opportunity to gain exposure to the various facets of the financial services and philanthropic industries.<h4>The Team</h4>The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.The Charitable Planning Associate (CPA) is an inbound, phone-based role acting as a sales development role into the Fidelity Charitable Fundraising and Distribution team. This role will uncover new opportunities with financial advisors and prospective donors looking for charitable planning assistance. You will cultivate and qualify these opportunities by providing valuable insights and helping them achieve their charitable goals by utilizing our Donor Advised Fund. In addition to generating leads from inbound calls, you will also be responsible for executing strategic initiatives by making outbound calls to qualify leads delivered by our Marketing team. You will collaborate with various business partners including Marketing, Service Delivery, Program, and Implementations to deliver best in class outcomes for our advisors and donors.<h4>The Expertise You Have</h4><ul><li>Bachelor’s degree </li><li>Passion for the financial and philanthropic industries </li><li>Proven experience working within the financial industry and/or service related industry. </li><li>A dynamic personality with a high level of passion and motivation for career advancement </li><li>Fundraising, sales, business development or relationship management experience is beneficial. </li><li>Industry designations or additional education are also a plus. </li></ul><h4>The Skills You Bring</h4><ul><li>You have excellent interpersonal and communication skills that translate into a positive advisor and donor experiences. </li><li>You have a passion for establishing relationships and providing high levels of support. </li><li>You are committed to constant self-improvement and exhibit a competitive drive. </li><li>You thrive in fast paced and collaborative environment. </li><li>You are extremely resourceful, organized, and ability to prioritize multiple priorities. </li><li>You have a high aptitude to learn new things quickly and adapt to new situations. </li><li>Your effective listening, communication, and presentation skills </li></ul><h4>The Value You Deliver</h4><ul><li>Qualify inbound leads via the phone as the initial contact for financial advisors and donors exploring a relationship with Fidelity Charitable </li><li>Consult with prospects about using our Donor Advised Fund to achieve their philanthropic goals. </li><li>Understand and effectively communicate our value proposition to advisors and prospective donors. </li><li>Develop an understanding of the advisor’s business or donors’ goals through profiling and determine if the Donor Advised Fund can help them achieve their goals. </li><li>Partner with Marketing on lead flow and campaign alignment </li><li>Function as a utility player for the Fundraising and Distributions team by providing interim territory coverage when capacity issues exist. </li></ul>

Fidelity TalentSource

Charitable Planning Associate

State of Connecticut

GIS Database Engineer(Information Technology Analyst 2 (40 Hour))

Teller / Universal Banker Associate - Full Time$18.00 - $20.00 Per hourAs America’s first billion-dollar black-owned bank, Liberty Bank and Trust 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.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>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.We strive to be as resilient as the people we serve. Whether it’s a community, a burgeoning business, or&nbsp;untapped talent, we believe in the possibility of financial freedom.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.At Liberty Bank and Trust, you'll find that there's freedom here - for our customers and you.What does it take to become a Teller / Universal Banker Associate?• &nbsp; &nbsp;Greet customers in the lobby, drive thru and/or on the phone.• &nbsp; &nbsp;Opens new deposit accounts.• &nbsp; &nbsp;Processes deposits, withdrawals, cash checks and other teller transactions.• &nbsp; &nbsp;Responsible for the security of assigned cash drawer and balances daily with data displayed on computer screen.• &nbsp; &nbsp;Processes deposits from ATM and night depository.• &nbsp; &nbsp;Identify and initiate sales opportunities.• &nbsp; &nbsp;Process and proof daily transactions through back counter; ensure proper holds are placed on checks according to regular CC &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;guidelines.• &nbsp; &nbsp;Assists all retail related positions as needed/assigned.BenefitsAs you might expect, we value every member of our team. That's why we offer competitive pay and an extensive benefits package, including:• &nbsp; &nbsp;Paid vacation and holidays, personal and sick days• &nbsp; &nbsp;Medical, Dental and Vision• &nbsp; &nbsp;FSA• &nbsp; &nbsp;Adoption Assistance• &nbsp; &nbsp;Life Insurance• &nbsp; &nbsp;Educational Reimbursement• &nbsp; &nbsp;401K and match• &nbsp; &nbsp;EAP/Health and Welfare Assistance• &nbsp; &nbsp;Training and Development• &nbsp; &nbsp;Online Marketplace* discounts on a variety of goods and services• &nbsp; &nbsp;Leadership Development• &nbsp; &nbsp;ERG/ Ambassador Group• &nbsp; &nbsp;Free and reduced-rate bank servicesWe 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.Ready to reinvent banking? We’re ready to talk about what’s next, and if you are too, please apply today!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.

Teller / Universal Banker Associate

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Client Experience Associate towork in Westlake, TX. Got personality? Like to talk? Have a desire to problem solve, help others? Then keep reading. Fidelity Charitable is looking for a top notch customer service professional to work on the Donor Services team. As a Client Experience Associate, you will be the primary point of contact for Non Profit Organizations affiliated with Fidelity Charitable. We are looking for ‘customer obsessed’ individuals that want to make a difference in helping our Non Profits with all their needs. Still interested? Read on. This contractor position supports our busiest time of year, Giving Season. The hours are demanding, please expect to work overtime in November and December. We request that you do not take extra vacation days in November, December and January. You will be off Thanksgiving, Christmas and New Year Day as major holidays. The Expertise We’re Looking For <ul> <li>Bachelor’s degree preferred</li> <li>Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment</li> </ul> The Purpose of Your Role Your role is to ensure each interaction creates a superior customer experience while responding to all requests. You will perform daily functions while ensuring you are maintaining department and individual goals, as well as call metrics and call quality. You will engage with non profits using conversational techniques to understand the scope of their request, gather relevant information and identify a solution, if necessary. It’s more than just taking a call and processing a transaction, it is helping reach goals. You get to be a part of that! The Skills You Bring <ul> <li>Your proficient verbal and written communication skills required</li> <li>Your very best problem- solving skills with excellent follow through</li> <li>Your strong organizational skills, planning and time management</li> <li>You are able to proficiently multi-task in a Windows based environment</li> <li>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate.</li> <li>Your flexibility for overtime as requested (especially December – Giving Season) Various shifts are available. Business hours are 8:30-6:30pmET, Monday-Friday</li> </ul> The Value You Deliver <ul> <li>Executing quality and timely work to meet the needs of Fidelity Charitable Donors, Advisors and Non -Profits</li> <li>Via telephone, assist with various requests including password/PIN reset, navigating the web site, Giving Account transactions, providing updates to account or profile information.</li> <li>Interact with other internal Charitable business units as needed</li> <li>Employing good sound judgment in decision making or problem resolution</li> <li>Deliver a great customer experience with each interaction</li> </ul> How Your Work Impacts the Organization The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit F

Client Experience Specialist

Actuary– Inforce Management&nbsp;Visa Sponsorship is not available for this role.Summary The Actuary – Inforce Management reports to the VP-Inforce Management. The position is a lead for the Inforce Management team with a focus on improving profitability for the Life and Annuities blocks of business along with ensuring sales and growth targets are achieved. The position specifically manages initiatives related to inforce experience studies including annual expense analysis, illustration actuary testing, rate setting for Life and Annuities products, and other profitability management processes.&nbsp; The role will include ongoing production work, annual processes as well as strategic projects.Key Functional Responsibilities<ul><li>Key contributor on product profitability management</li><li>Regular product pricing assumption review and recommendations for repricing as needed</li><li>Recommend and implement product crediting rate changes while balancing profitability and competitiveness.</li><li>Coordination with Product Development and the L&amp;A Delivery Solutions areas to ensure business requirements are met along with profitability targets</li><li>Manage, analyze and communicate results of experience studies to internal stakeholders. Manage and develop actuarial staff within the Inforce Management Team</li><li>Actuarial support of product state filings.&nbsp;</li><li>Oversee Illustration Actuary Testing to ensure products remain in compliance with applicable regulations</li><li>Support reinsurance transactions and ongoing operational support needed by specific financial reinsurance treaties</li><li>Ad hoc projects as assigned.&nbsp; </li></ul>Leadership Responsibilities<ul><li>Models Servant Leadership Tenets in all aspects of leading the Inforce Management pricing team</li><li>Lead and develop direct reports by fostering and supporting career development, motivating, engaging and capitalizing on employee strengths.</li><li>Build cross-functional partnerships with other business units and teams throughout the organization (L&amp;A Solutions – Product Development, Corporate Actuarial, Finance, Investments, Legal) using clear communications and transparency.</li><li>Conduct regular one-on-one meetings with staff to facilitate open dialogue within group and cascade appropriate communications.</li></ul>Requirements<ul><li>Bachelor’s degree in Actuarial Science, Mathematics, Statistics, Finance or related field or an equivalent combination of education and experience&nbsp;</li><li>FSA or Career ASA with a minimum of 7 years of actuarial experience in the Life Insurance industry working with Life and Annuities products</li><li>Solid financial modeling experience using actuarial software, preferably MG-ALFA.</li><li>Working knowledge of applicable Statutory, Tax and GAAP valuation and other regulatory requirements</li><li>Strong communication skills and business acumen.</li><li>Self-motivated and results-focused.</li><li>Ability to work in a fast-paced, dynamic environment</li><li>Must be able to pass a full background check</li></ul> <h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6>#LI-DO#LI-Hybrid<h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Actuary– Inforce Management

Teller / Universal Banker Associate - Full Time$18.00 - $20.00 Per hourAs America’s first billion-dollar black-owned bank, Liberty Bank and Trust 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.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>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.We strive to be as resilient as the people we serve. Whether it’s a community, a burgeoning business, oruntapped talent, we believe in the possibility of financial freedom.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.At Liberty Bank and Trust, you'll find that there's freedom here - for our customers and you.What does it take to become a Teller / Universal Banker Associate?• &nbsp; &nbsp;Greet customers in the lobby, drive thru and/or on the phone.• &nbsp; &nbsp;Opens new deposit accounts.• &nbsp; &nbsp;Processes deposits, withdrawals, cash checks and other teller transactions.• &nbsp; &nbsp;Responsible for the security of assigned cash drawer and balances daily with data displayed on computer screen.• &nbsp; &nbsp;Processes deposits from ATM and night depository.• &nbsp; &nbsp;Identify and initiate sales opportunities.• &nbsp; &nbsp;Process and proof daily transactions; ensure proper holds are placed on checks according to regular CC guidelines.• &nbsp; &nbsp;Assists all retail related positions as needed/assigned.BenefitsAs you might expect, we value every member of our team. That's why we offer competitive pay and an extensive benefits package, including:• &nbsp; &nbsp;Paid vacation and holidays, personal and sick days• &nbsp; &nbsp;Medical, Dental and Vision• &nbsp; &nbsp;FSA• &nbsp; &nbsp;Adoption Assistance• &nbsp; &nbsp;Life Insurance• &nbsp; &nbsp;Educational Reimbursement• &nbsp; &nbsp;401K and match• &nbsp; &nbsp;EAP/Health and Welfare Assistance• &nbsp; &nbsp;Training and Development• &nbsp; &nbsp;Online Marketplace* discounts on a variety of goods and services• &nbsp; &nbsp;Leadership Development• &nbsp; &nbsp;ERG/ Ambassador Group• &nbsp; &nbsp;Free and reduced-rate bank servicesWe 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.Ready to reinvent banking? We’re ready to talk about what’s next, and if you are too, please apply today!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.

Teller / Universal Banker Associate - Crowder Branch

Job description 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.The Mortgage Experience Associate will be responsible for supporting the Mortgage Originations team by ordering supporting documents (including translations, international credit reports etc.). This role is also responsible for direct interaction with customers, and collaborating directly with mortgage support team, loan officers, and external vendorsAs our Mortgage Experience Associate you will:<ul><li>Prioritize work flow to meet deadlines</li><li>Serve as liaison to Mortgage Support Teams and external vendors</li><li>Proactively follow up on assigned tasks to ensure completion in timely manner&nbsp;</li><li>Manage mortgage process to ensure positive customer experience &nbsp;</li><li>Work closely with first time homebuyers who will require extra attention to understand program options, mortgage guidelines and what to expect throughout the process</li><li>Interact with the client regarding complex situations relating to third party grants, down payment assistance and closing cost coverage</li></ul>For this role, HSBC targets a pay range between $55,900 and $83,900.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.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. Requirements You´ll likely have the following qualifications to succeed in this role:<ul><li>Minimum of an associate’s degree in business, related field or equivalent experience</li><li>Minimum of an associate’s degree in business, related field or equivalent experience</li><li>5 years of proven experience</li><li>Fluent Spanish</li><li>Proven communications, decision-making, customer service, sales, support, problem-solving, multi-tasking and organizational skills&nbsp;</li><li>Proficiency with personal computers as well as pertinent mainframe systems and software packages</li><li>Ability to work independently, handle detail and maintain confidentiality&nbsp;</li><li>Working knowledge of the mortgage process, including pricing, registration, processing and closing</li><li>Incumbents in this role must successfully register with the Nationwide Mortgage Licensing System Registry (NMLSR) and must obtain a unique identifier through the registry that will be provided to consumers with whom the incumbent interacts. In addition, incumbents in this role must successfully renew their registration with the Nationwide Mortgage Licensing System Registry (NMLSR) annually</li></ul>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. 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!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.

HSBC

Mortgage Experience Associate

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Client Experience Specialist towork in Salt Lake City. Got personality? Like to talk? Have a desire to problem solve, help others? Then keep reading. Fidelity Charitable is looking for a top notch customer service professional to work on the Donor Services team. As a Client Experience Associate, you will be the primary point of contact for Non Profit Organizations affiliated with Fidelity Charitable. We are looking for ‘customer obsessed’ individuals that want to make a difference in helping our Non Profits with all their needs. Still interested? Read on. This temporary position supports our busiest time of year, Giving Season. The hours are demanding, please expect to work overtime in November and December. We request that you do not take extra vacation days in November, December and January. You will be off Thanksgiving, Christmas and New Year's Day as major holidays. The Expertise We’re Looking For <ul> <li>Bachelor’s degree preferred </li><li>Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment </li></ul> The Purpose of Your Role Your role is to ensure each interaction creates a superior customer experience while responding to all requests. You will perform daily functions while ensuring you are maintaining department and individual goals, as well as call metrics and call quality. You will engage with non profits using conversational techniques to understand the scope of their request, gather relevant information and identify a solution, if necessary. It’s more than just taking a call and processing a transaction, it is helping reach goals. You get to be a part of that! The Skills You Bring <ul> <li>Your proficient verbal and written communication skills required </li><li>Your very best problem- solving skills with excellent follow through </li><li>Your strong organizational skills, planning and time management </li><li>You are able to proficiently multi-task in a Windows based environment </li><li>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate. </li><li>Your flexibility for overtime as requested (especially December – Giving Season) Various shifts are available. Business hours are 8:30-6:30pmET, Monday-Friday </li></ul> The Value You Deliver <ul> <li>Executing quality and timely work to meet the needs of Fidelity Charitable Donors, Advisors and Non -Profits </li><li>Via telephone, assist with various requests including password/PIN reset, navigating the web site, Giving Account transactions, providing updates to account or profile information. </li><li>Interact with other internal Charitable business units as needed </li><li>Employing good sound judgment in decision making or problem resolution </li><li>Deliver a great customer experience with each interaction </li></ul> How Your Work Impacts the Organization The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.

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