Recruiter

Recruiter – San Antonio
 
Job Duties:
Recruit for insurance member contact roles
Phone screens with candidates
Present candidates to hiring managers
Salary negotiations
 
Requirements:
2 to 5 years’ experience with high volume recruiting
2 to 5 years of working with applicant tracking systems
Experience working with clients to understand job needs
Experience with compensation and salary negotiation
Quick learner, self-motivated
Workday experience
MS Office proficiency;

Loan Origination Call Quality Review Specialist

Loan Origination Call Quality Review Specialist – Phoenix
 
Responsibilities:
·         Listen to recorded loan origination calls and score against a compliance checklist. Validating original call – was the call done right.
·         Identify overall compliance related behavior trends and communicate to management
·         Understand and perform certain performance metrics, including number of calls monitored and accuracy ratio.
 
Requirements:
2 years of recent mortgage underwriting, loan origination or similar mortgage experience (loan origination, mortgage processing, mortgage broker, loan officer, secondary marketing experience)
Actively taking mortgage applications
Experience with call monitoring or reviewing calls for mortgage/banking compliance.
Excellent listening skills 
Critical thinking skills
High school diploma or GED equivalent.
 
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Financial Advisor

Financial Advisor

Job Summary:
We are seeking a knowledgeable and client-focused Financial Advisor to join our team. The ideal candidate will be responsible for providing personalized financial advice, developing financial plans, and helping clients achieve their long-term financial goals.

Key Responsibilities:

• Build and maintain strong relationships with clients.

• Build and grow their own book of business.

• Assess clients' financial needs and goals.

• Develop customized financial plans and investment strategies.

• Provide guidance on retirement planning, estate planning, tax strategies, and insurance.

• Monitor clients' financial situations and adjust plans as needed.

• Stay current with financial markets, products, and regulations.

• Maintain compliance with all regulatory requirements.

• Bachelor's degree in technology or business field.

• Certified Financial Planner (CFP) designation preferred.

• Proven experience as a Financial Advisor or similar role.

• Strong analytical, communication, and interpersonal skills.

• Ability to build trust and long-term relationships with clients.

• Proficiency in financial planning software and tools.
• Required: candidate must hold a Series 7. Candidate must also hold a series 66 or equivalent (such as 63 or 65)

Accounts Payable Data Entry

Accounts Payable Data Entry
$15 an hour
 
Responsibilities:
Process accounts payable exceptions
Process invoices and payments
Meet service level agreements
 
Requirements:
2+ years of experience in accounts payable processes.
Attention to detail.
Strong communication skills (oral and written).
Strong analytical skills
Good time management skills.
MS Office experience
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Process Engineer

Process Engineer – San Antonio
 
Job Duties:
Work closely with operations to perform process mapping
Create and maintain documentation in ARIS
Report opportunities to leadership
Suggest quality and productivity improvement measures to enhance operational efficiency
 
Requirements:
3+ years of Process Improvement experience – able to identify efficiency opportunities from current maps and data flow diagrams
Experience with process mapping
Experience documenting and gathering requirements
Excel proficiency - pivot tables, formulas
Aris (highly preferred) but open to iGrafx and Visio
 
Preferred:
Financial Services experience
Black Belt
 
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eCommerce Digital Product Manager (Landing Pages)

We are seeking eCommerce Digital Product Managers (Landing Pages)

WFH- 100% remote!
 
Job Responsibilities:

• Use data from the Optimization Advisor to implement and manage a portfolio of pages
• Create road maps for changes and new pages
• Work with design, content, legal, SEO, and marketing teams
• Lead the deployment and page production
• Benchmark competitors landing pages.

• 5 + years’ creating, managing, and optimizing a large portfolio of landing pages
• 5 + years’ researching and analyzing competitor’s digital product landing pages
• 5 + years’ monitoring and analyzing digital product landing page performance and making recommendations for improvement
• 5 + years’ creating multi-year roadmaps that cover planned creation of new digital product landing pages and optimizations
• 2 + years of SEO experience.
• Digital marketing experience
• Proactive, detail oriented
• Experience with Google or Adobe Analytics
• Strong communication skills

UX Designer Sr

UX Designer Senior – Plano

Responsibilities:

Lead UX execution for large-scale, complex projects.
Translate business objectives and research findings into high-impact, user-centered solutions.
Apply human-centered design principles and methods to create effective solutions that align with user needs.

Requirements:
 
6-8 years of large corporate UX design experience.
Ability to demonstrate rationale of in-depth case studies.
Must be able to have functional use of advanced features of Figma – auto layout and responsive design.
Able to deal with complexity on an enterprise-wide level and be able to deal with ambiguity
Strong Figma experience
Design research or HCD experience