Banking And Financial Services Jobs in Tx Remote

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Commission - $75,000+

• Be a coachable, organized team member interested in pursuing training development and educational opportunities
  
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  

• Requires a Bachelor’s degree in business administration, finance, or other related field
  
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  

Hudnall Capital Advisors helps the needs of Individuals, Families, and Businesses with our planning in: Investment Management, Retirement Planning, Tax Mitigation Strategies, Income Protection, Life Insurance, and Legacy Planning.

We can be different by doing the right thing!

Compensation details: 75 Yearly Salary

PIa6d1599f18f6-3631

Commercial Loan Servicing Representative III

Hybrid - Irving, TX

12-month Contract (W2), Weekly Pay (40 hours/week)

Calculated Hire is in search of a Commercial Loan Servicing Representative III for our Fortune 100 Financial Services Company. You will be responsible for the following:

Job Description:

You will be supporting day-to-day operations and activities related to servicing commercial ABL loan transactions according to bank policies, procedures, and regulatory requirements. This can include customer/client modifications, account maintenance, rebooking, and purchased receivables management to ensure accuracy through life of transaction.

Responsibilities:

• Lead a variety of servicing activities for complex commercial products

• Serve as primary liaison and work collaboratively with Sales, Legal, Control and Risk, Technology, and various Operations

and company teams as necessary to progress customer-focused needs

• Review and negotiate complex loan servicing transactions, evaluate risks, and devise strategies to mitigate risks and identify

procedural modifications

• Serve as an escalation point in the resolution of client issues

• Conduct quality reviews and monitor key performance metrics as related to efficiencies and effective processes

• Coordinate servicing activities to resolve open customer issues, loan and regulatory diligence and on-going portfolio

maintenance; interact with internal and external customers

• Evaluate and upload data into the systems of record

• Research complex business and operational decisions

• Ensure compliance with all policies, procedures, and regulatory requirements

Required Skills:

- Strong experience with Commercial loan servicing

- Familiarity with (ABL) asset-based lending - (look for understanding of tranches, settlements, swinglines, payoffs, restructures, payments, advances, and accruals)

- Familiarity with loan servicing software and MS Office tools (MS Excel).

- Experience reviewing financial data, reconciling accounts, and calculating charges.

- Ability to Review financial data, reconciling accounts, and calculating charges

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Plano, TX Campus . Relocation assistance is not available for this position.

What you'll do:

• Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
• Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
• Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
• Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
• Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
• Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
• Monitors legislative initiatives that may impact economy, society, and personal financial situation.
• Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
• May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

Work Hours:

• Monday – Friday / 7:30am – 8:00pm (Central)
• An 8 hour shift will fall within these hours
• This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

• High School diploma or GED
• Required maintenance of Life/Health license and/or acquisition within 90 days
• Required annual completion of AHIP and Broker/Carrier appointments when applicable.
• Up to 1 year of financial industry and/or life sales experience
• Experience delivering frequent written and oral communication
• Experience acquiring and applying new concepts and information
• Experience processing and analyzing information
• Experience fulfilling requests and meeting deadlines
• Experience resolving conflict and negotiating
• Experience multi-tasking in an operating systems environment
• Experience participating in a team environment
• Successful completion of a job-related assessment may be required

What sets you apart:

• Active Group 1 Life and Health license
• 1+ yrs experience working in Sales with life insurance or financial services products
• 1+ yrs experience working in a call center environment 
• CLU® - Chartered Life Underwriter or comparable designation
• US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $48,290 - $81,490.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Must be located within one hour of Pottstown, PA.

Are you stuck in your mundane Job with no growth opportunity? Are you looking to blend hard work and FUN?

Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which is what has helped make us one of the Best Places to work in PA for 10 consecutive years. See how your career can grow when you start working with Diamond Credit Union.

Position Summary:

Member Advocate - Member Experience Center-Call handles member requests and provides exceptional member service, using product knowledge to recognize cross sell opportunities and refer to appropriate credit union specialists.

Supervisory Responsibilities:

No direct reports.

Essential Functions:

• Effectively handle incoming calls, making sure all calls are answered within 2 rings, while ensuring established average speed of answer performance and abandon rate standards are met.
• Assist members with general inquiries, account management, routine account-related requests such as: account reconciliation, evaluation and explanation of products, service fee and overdraft charges, up to and including fee refunds, transfer of funds, stop payment requests, debit cards (i.e.: usage, limits and dispute processing), credit card and loan payment processing, account maintenance changes (i.e.: name/address, phone, etc.) check reorders and interaction with internal support departments and 3rd parties.

Required Skills / Abilities:

• Demonstrated dedication to positive, member-focused service.
• Good interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner.
• Good organizational skills and attention to detail.
• Ability to work through member situations and provide effective and accurate resolutions.
• Good technical skills and ability to work with multiple systems.
• Ability to be available at 8:00am M-Sat.
• Available to work until 5:00pm M-W, 7:00pm Th, 6:00pm Fri, and 1:00pm Sat on a rotational basis.

Education / Experience:

• High school diploma or equivalent.
• Two plus years of customer service experience, preferably within a financial institution.

Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.

Overview:

Our client, is a U.S. Fortune 1,000 company and a major process services provider to government health and human services agencies in the United States seeks a Bilingual Customer Service representative.

*** Candidate must be authorized to work in USA without requiring sponsorship ***

**************************************************************************

*** Location: Rancho Cordova, CA 95670

*** Duration: 3+ months

Important:

• Schedule: Monday–Friday, 9:00 AM–6:00 PM PST
• Work Arrangement: Initial training onsite; remote work permitted after training completion

Job Overview:

The Bilingual CSR will support customers by handling inbound and outbound calls, assisting with enrollment-related transactions, and providing accurate information regarding program services, policies, and procedures. This role requires strong communication skills, adaptability, and the ability to perform effectively in a fast-paced, production-driven environment.

Job Functions:

• Respond to inbound 800-line calls and complete outbound support calls.
• Answer customer questions clearly and professionally, escalating or referring callers to supervisors, county representatives, or state agencies when needed.
• Assist beneficiaries with enrollment transaction requests, as applicable.
• Maintain current knowledge of client programs, policies, procedures, and desk guidelines.
• Ensure adherence to contract compliance provisions relevant to the role.
• Follow all position-specific policies and procedures while meeting quality and production expectations.

Required Qualifications:

• High school diploma, GED, or equivalent certification.
• At least 1 year of experience in customer service, call center, or a related field.
• Bilingual fluency in English and one of the following languages: Spanish, Japanese, Thai, Laotian, Mandarin, Cantonese, Cambodian, Korean, Russian, Vietnamese, Tagalog, or Armenian.
• Strong computer literacy and ability to quickly learn new software programs.
• Ability to follow procedures and meet established quality and productivity standards.
• Excellent organizational, interpersonal, written, and verbal communication skills.
• Ability to work both independently and collaboratively as part of a team.

Preferred Requirement:

• Experience in a health or human services environment.
• Prior public-facing call center experience.

*********************************************************************

I'd love to talk to you if you think this position is right up your alley, and assure prompt communication, whichever direction. If you're looking for rewarding employment and a company that puts its employees first, we'd like to work with you.

Sam Banga

Lead Recruiter

Company Overview:

Amerit Consulting is an extremely fast-growing staffing and consulting firm. Amerit Consulting was founded in 2002 to provide consulting, temporary staffing, direct hire, and payrolling services to Fortune 500 companies nationally: as well as small to mid-sized organizations on a local & regional level. Currently, Amerit has over 2,000 employees in 47 states. We develop and implement solutions that help our clients operate more efficiently, deliver greater customer satisfaction, and see a positive impact on their bottom line. We create value by bringing together the right people to achieve results. Our clients and employees say they choose to work with Amerit because of how we work with them - with service that exceeds their expectations and a personal commitment to their success. Our deep expertise in human capital management has fueled our expansion into direct hire placements, temporary staffing, contract placements, and additional staffing and consulting services that propel our clients' businesses forward.

Amerit Consulting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Applicants, with criminal histories, are considered in a manner that is consistent with local, state and federal laws.

Our client, a US Fortune 1,000 company and a major process services provider to Government Health and Human services agencies, seeks an accomplished Bilingual Customer Service Representative for a fully remote role.

IMPORTANT:

• Start date: Monday, 4/6/2026 (Orientation)
• Primary Languages - Spanish | Armenian | Cambodian | Cantonese | Farsi | Japanese | Korean | Mandarin | Thai | Laotian | Ukrainian | Vietnamese
• Work Location: 11050 Olson Dr., Ste. 100, Rancho Cordova, CA 95670
• Must be local to Rancho Cordova or surrounding cities.
• On Site training: 4-5 weeks from 9:00 am - 6:00 pm PST - Once training is completed, staff will be sent home with equipment to work remote.
• This will be work from home (Client requires a private, secluded space to focus on your work, with no background noise or other distractions that may prevent from providing excellent customer service.)
• Client will be offering candidates based off the resume hence no interviews.
• Candidates requesting time off within the first 90 days of employment must seek approval before applying for this role.
• Duration of this project would be 3 Months with possible extension.
• Candidate will be working from home throughout the assignment after completing training.
• Candidate MUST have high-speed wired Internet connection. Wi-Fi / Wireless connections are not allowed.
• Candidate MUST have a reliable home-office environment.

RESPONSIBILITIES:

• Responds to inbound 800-line calls and completes outbound support calls, provides response to questions, and in specific instances, refers callers to the appropriate supervisor, county or state agency representatives for service and/or when problems or concerns occur.
• Assists beneficiaries by completing enrollment transaction request transactions, as applicable.
• Maintains updated knowledge of the HCO program, including its policies and procedures as referenced in the employee manual and other policies adopted by corporate, the project and/or client and as referenced in desk procedures for the position.
• Maintains knowledge of contract compliance provisions of the project and meets those provisions that are applicable to this job position.
• Follows policies and procedures applicable to the position.
• Maintains updated knowledge of managed care plans that are available to beneficiaries in their service area.
• Assists beneficiaries in enrolling/disenrolling in managed care plans.8. Assists beneficiaries with medical exemptions and waiver inquiries.
• Provides beneficiaries with status of enrollment/disenrollment, medical exemptions, and waivers.
• Meets Production and Quality Assurance goals as defined for this position.
• Meets all standards established for this position as outlined in the attached performance criteria.
• Provides backup to the forms processing and research functions in Central Operations at minimum quality standards as specified for a Forms Processor and a Research Analyst level.
• Performs other duties as may be assigned by management.

REQUIRED QUALIFICATIONS:

• Education: At least HS diploma OR GED. (Proof of education is must)
• Must have 2-3 years of Customer Service experience within healthcare/insurance/pharma call center industry.
• Primary Languages - Spanish | Armenian | Cambodian | Cantonese | Farsi | Japanese | Korean | Mandarin | Thai | Laotian | Ukrainian | Vietnamese

I'd love to talk to you if you think this position is right up your alley, and assure a prompt communication, whichever direction. If you are looking for rewarding employment and a company that puts its employees first, we'd like to work with you.

Recruiter Name: Jatin Rattan

Title: Senior Recruiter

E-mail:

I'd love to talk to you if you think this position is right up your alley, and assure prompt communication, whichever direction. If you're looking for rewarding employment and a company that puts its employees first, we'd like to work with you.

Company Overview:

Amerit Consulting is an extremely fast-growing staffing and consulting firm. Amerit Consulting was founded in 2002 to provide consulting, temporary staffing, direct hire, and payrolling services to Fortune 500 companies nationally; as well as small to mid-sized organizations on a local & regional level. Currently, Amerit has over 2,000 employees in 47 states. We develop and implement solutions that help our clients operate more efficiently, deliver greater customer satisfaction, and see a positive impact on their bottom line. We create value by bringing together the right people to achieve results. Our clients and employees say they choose to work with Amerit because of how we work with them - with service that exceeds their expectations and a personal commitment to their success. Our deep expertise in human capital management has fueled our expansion into direct hire placements, temporary staffing, contract placements, and additional staffing and consulting services that propel our clients' businesses forward.

Amerit Consulting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Applicants, with criminal histories, are considered in a manner that is consistent with local, state and federal laws.