Banking and Financial Services Jobs in Dallas Tx Wfh
27 positions found — Page 2
LOS Implementation Support Representative
Dallas, TX 75219
Long-term contract
2+ years mortgage experience; Experience with software configuration (LOS), workflow support, and troubleshooting
- The LOS Implementation Support Representative role involves providing technical design and support for the custom configurations of our Loan Origination Systems (LOS).
- Tech will assist with building the software layout specified by the users, and ensuring the smooth operation of the system, often requiring a strong understanding of their workflows.
Responsibilities :
- Addressing workflow with mortgage companies, providing software set up, and resolutions to streamline their processes.
- Understanding and supporting workflows across different departments roles
- Monitoring system performance, identifying potential issues, and working with development teams to resolve problems is important.
- Communicating effectively with users, developers, and other team members, and collaborating on solutions.
Skills:
- 2+ years mortgage experience
- Call center experience
- Experience with software configuration (LOS), workflow support, and troubleshooting
- Analytical, excellent communication skills, and mortgage compliance knowledge
- Not a call center role, but will make a few outbound calls and email follow-up
- LOS experience required, PATH or Encompass a huge plus
Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience. Slice Merchant Services offers innovative payment processing solutions to merchants. Slice has put together a comprehensive package of products and services. Slice delivers a consultative approach on the best platforms and equipment most suitable for each merchant.
Slice Merchant Services is seeking driven, ambitious outside sales professionals to join our most aggressive and lucrative Sales Representative Program ever offered.
Demonstrate your passion and sales skills by offering businesses in your local community substantial savings and upgraded state-of-the-art equipment. Get paid while you learn an exciting new business in merchant services sales, BASE PAY, commissions with monthly bonuses. Our top performers make well over a 6-figure income. This is a fully remote role - to ensure your success, you will have a dedicated sales manager & support team and continued results-driven training.
WHAT THE COMPENSATION PACKAGE OFFERS:
- BASE PAY & UNCAPPED COMMISSIONS
- OTE EXPECTED FIRST YEAR $75k-$100k
- LARGE DAILY/WEEKLY/MONTHLY BONUSES
- RESIDUALS
UNMATCHED FEATURES THAT WE OFFER:
- IN-DEPTH ONGOING TRAINING WITH EXCELLENT SALES MANAGEMENT
- PRE-SET COMPANY APPOINTMENTS (TRUE TRIPLE CONFIRMED LEADS)
- PROVEN SALES PROCESSES THAT ARE RESULTS DRIVEN
- FULL SUITE OF PROFESSIONALLY BRANDED MARKETING MATERIALS & PRESENTATION TOOLS
- ANYTIME LIVE MANAGER ASSISTANCE
- ONLINE TRAINING & DOCUMENTS LIBRARY
- E-SIGN APPLICATION OPTION (RAPID & EASY)
EXPERIENCE THAT WE ARE LOOKING FOR:
- At least 2 years of business-to-business (B2B) sales experience preferred
- Excellent verbal, written, interpersonal, relationship building and presentation skills
- Strong work ethic with a drive to succeed
- Ability to self-source your own leads through a combination of cold calling and networking
- Proven outside or field sales experience with a track record of hitting or exceeding sales goals
- Military veterans are encouraged to apply
BELOW ARE A PLUS BUT NOT REQUIRED:
- Cold calling sales ability, with assertive, positive, persistent style
- Bilingual
- Motivated self-starter with effective time management skills
- Goal-oriented and ambitious with capacity and drive to each and exceed quotas
WHAT YOU WILL DO:
As an Outside Sales representative with Slice Merchant Services, you will present our most popular and cutting-edge Dual Pricing Program to merchants offering them a revolutionary way to accept credit/debit cards. This program offers merchants to eliminate their current credit/debit card processing fees once and for all. This provides substantial savings for the merchant and makes it easy for you to make sales daily and reach your goals.
- Develop strong business relationships with business owners, by cold calling small to medium-sized businesses
- Collaborate with your Sales Manager to prepare and present competitive sales proposals
- Attend assigned pre-set company appointments
APPLY NOW!
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
See additional details below.
Director of Finance Highlights • The pay for this position is $61.06 – $103.85 per hour • Monday – Friday, 8:00 AM – 5:00 PM • Onsite position • This position is permanent placement Responsibilities • Provide strategic financial oversight and operational direction for the organization’s foundation.
• Ensure financial integrity, regulatory compliance, and adherence to state and federal requirements.
• Serve as a liaison between the foundation and the broader hospital system.
• Analyze workflows, job design, and operational processes to improve departmental efficiency and productivity.
• Develop and monitor annual budgets to ensure resources align with departmental goals and objectives.
• Establish and maintain internal controls to support compliance with regulatory and accreditation standards.
• Develop, implement, and monitor departmental goals that support organizational objectives.
• Lead, train, supervise, and evaluate finance team members while promoting professional development.
• Stay current with industry trends, regulatory changes, and best practices in finance and nonprofit management.
Requirements • Bachelor’s degree in Accounting, Finance, Business Administration, or related discipline (Required) • Master’s degree in Accounting, Business Administration, or Public Administration (Highly Preferred) • 7+ years of experience in a financial leadership role (Required) • 4+ years of experience in the nonprofit sector (Required) • Foundation financial management experience (Highly Preferred) • Healthcare finance experience, preferably within a large hospital system (Required) • Experience with grant funding and financial oversight of grants (Required) • Strong knowledge of GAAP, financial reporting, and internal controls • Advanced analytical, leadership, and communication skills • Proficiency with accounting systems and Microsoft Office tools Benefits Available • Benefits are available to full-time employees after 90 days of employment.
• A 401(k) with a company match is available for full-time employees with 1 year of service on our eligibility dates.
If you are interested in this Director of Finance position, APPLY , or contact .
Obtain approval from finance sources on all finance deals Improving the administrative, finance/accounting Obtain finance approval from lending institutions on all finance deals Prepare detailed annual financial budget and monthly financial forecasts Manage all financial aspects including monthly financial reporting, financial forecasts and plans Maintain financial accounting systems for cash management Prepare all finance reporting to meet corporate requirements Manage finance department specific projects including basic accounting, financial analysis & reporting Attend corporate and operations finance meetings Spanning several professional finance managers Leading all financial aspects including accounting, reporting, financial planning and analysis, and financial systems Meet accounting financial objectives by forecasting requirements Serve as a finance and accounting liaison betweenbusiness Serve as a finance and accounting liaison between business Develop performance metrics for finance department Ensure quality control over financial transactions and financial reporting Increasing the overall financial literacy and delivering accounting and finance workshops Facilitate excellent financial planning and financial analysis of business Perform complex financial analysis and accounting Control related to corporate finance, and financial risk and cash management
Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.
The Opportunity:
The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.
Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn’t stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.
This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.
The Day-to-Day:
- Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients
- Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals
- Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
- Respond and manage client communication while working directly with internal departments to fulfill client operational requests
Your Qualifications:
- 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting
- Bachelor’s degree or equivalent combination of education and experience required
- Required to pass the Series 65 (we provide robust training and support once you start)
- A thoughtful consultative approach with an emphasis on client focus
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO, plus 10 paid holidays
- Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
- This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
The Intersect Group is seeking a contract Personal Banker/Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in the Trinity Groves area. It is a blended Teller + Personal Banker role + Customer Service / outbound calling role for business development
Duration - 6 month contract with possible conversion
Location: Dallas 75201 (near McKinney Avenue and Pearl Street)
Schedule: Onsite M-F, 8 AM – 5 PM
Interview Process: Typically2 rounds (1 virtual followed by 1 onsite)
Qualifications:
- Minimum of 3 years of customer service/sales experience, with 2+ years' experience in a banking center--including customer service, relationship management and cash handling
- Experienced in both Teller duties and work in the platform opening new accounts as a Personal/Retail/Relationship Banker
- Knowledgeable regarding banking products and services including deposits credit cards, CDs, personal/business loans, and ideally other financial services
- Comfortable with outbound customer calls and has a Sales mindset ; aims to hit new account/credit card goals (may not do much of this as contractor, but would be required for long-term position)
Preferred:
- Bilingual in Spanish preferred; not 100% required
- Salesforce CRM experience preferred
Other skill:
- Ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timely
- Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements
- Proven customer service skills
- Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word)
- Excellent communication skills, both verbal and written, with the ability to speak concisely
- Must be team-oriented
- Ability to be influential and establish positive working relationships across the organization with various stakeholders
- Knowledge of legal entity documentation preferred
- Strong attention to detail and accuracy
- Strong phone communication skills
Responsibilities:
- Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions
- Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank
- Proactive customer outreach that is aligned to our high touch / engagement model
- Proactive phone calls to both existing and prospective customers
- Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects.
- Handle all banking transactions, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to deposits, withdrawals, wire transfers, etc.
- Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations.
- Assist in community awareness events to increase bank outreach and foster new business opportunities.
- Assist management with various operational duties and responsibilities.
- Abide by Bank policies, procedures, and regulatory compliance guidelines.
- May be asked to provide Saturday Banking Support
Salary: $150,000
- $175,000 per year A bit about us: We are a growing law firm that is on the lookout for a fully remote Equipment Finance Attorney / Litigation Associate! Why join us? As a Senior Attorney / Litigation Attorney in our firm, we are able to offer: Competitive base salary between $150k and $175k! Work from home / work remote 100%! Medical, dental and vision benefits! PTO/vacation! Job Details As a Staff Attorney / Commercial Finance Lawyer on our team, we are looking for: JD from an accredited law school Professional litigation experience Proven background in commercial finance/equipment finance Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Lead a Premier CEO Coaching Practice with Vistage — Dallas Area
Are you a seasoned executive ready to lead, inspire, and make a lasting impact on business leaders in your community?
Join Vistage, the world’s largest CEO coaching and peer advisory organization, and build a purpose-driven business helping CEOs and executives reach new levels of success.
About Vistage
Since 1957, Vistage has been empowering high-integrity CEOs and business owners to make better decisions, achieve stronger results, and create thriving organizations.
With 45,000+ members and 1,300 Chairs (CEO Coaches) worldwide, our model combines confidential peer advisory groups, one-to-one executive coaching, and world-class speaker workshops.
The Vistage Chair Opportunity
As a Vistage Chair, you’ll facilitate monthly peer group meetings and provide one-on-one executive coaching to CEOs and business leaders. You’ll help them navigate challenges, seize opportunities, and grow—personally and professionally.
This role offers the rare opportunity to build a thriving coaching practice while leaving a lasting legacy in your local business community.
What to Expect
- Build Your Own Practice: Operate as an independent business owner with the freedom to design your own success.
- Sustained Income: Earn recurring revenue with the potential for long-term growth—even into retirement.
- Flexible Schedule: Create a schedule that fits your lifestyle and personal goals.
- Comprehensive Support: Access proven tools, resources, and expert teams to help you launch and grow.
- Meaningful Impact: Transform the lives of leaders, their teams, and their communities.
Ideal Background
- 10+ years of senior executive or business ownership experience
- P&L responsibility of $5M+
- Current or former CEOs, Presidents, COOs, or senior executives
- Business or executive coaching experience (a plus)
- Proven ability to lead, mentor, and inspire others
Key Qualities
- Strong business acumen and communication skills
- High emotional intelligence (EQ) and genuine curiosity
- Executive presence and professional maturity
- Exceptional relationship builder and networker
- Entrepreneurial spirit and drive to build your own business
Vistage Provides
- Proven Platform: A trusted model with 65+ years of success.
- Award-Winning Chair Academy: Comprehensive training to master Vistage’s proprietary coaching and facilitation methods.
- Unmatched Support: Dedicated marketing, technology, billing, and operational teams—so you can focus on what you do best: coaching and leading.
If you’re ready to take the next step and lead a high-impact coaching practice, visit /chair-info or apply directly here on LinkedIn.
If your background aligns, a Vistage recruiter will reach out to explore the opportunity with you.
This role will support U.S.
regulatory reporting requirements for a foreign banking organization, including Federal Reserve filings.
This contract role is hybrid onsite 3 days a week and will have a duration between 9-12 months.
Responsibilities Support preparation, review, and submission of Federal Reserve reports, including FR Y‑7, FR Y‑7Q, FR Y‑10, and other applicable regulatory filings.
Perform general ledger reconciliations, variance analysis, and data validation to ensure completeness, accuracy, and alignment with regulatory standards.
Monitor changes in regulatory reporting instructions and accounting guidance, ensuring accurate interpretation and timely implementation.
Collaborate with finance, data, and risk teams to resolve data quality issues, enhance reporting controls, and streamline reporting processes.
Qualifications Bachelor’s degree or higher in accounting, finance, or other related fields 3+ years of relevant Regulatory Reporting experience Qualified applicants must reside in the continental U.S.
Must be legally authorized to work in the United States now and in the future.
Verification of employment eligibility will be required at the time of hire.
Visa sponsorship is not available for this position.
About TALENT SHIFT, LLC Talent Shift, LLC is a marketplace that matches professionals with projects at dynamic companies across the globe, including exciting opportunities in advisory, assurance and tax.
Our community is cultivated by a team of dedicated professionals working to help clients navigate hybrid workforce strategies and connect contract workers with projects they love.
Talent Shift, LLC is a subsidiary of Forvis Mazars, LLP.
Forvis Mazars, LLP is an equal opportunity/affirmative action employer.
Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.
Equal Opportunity Employer Veterans/Disability Colorado's Equal Pay for Equal Work Act (SB 19-085) Pursuant to Colorado's Equal Pay for Equal Work Act, the salary range displayed is for the Colorado market.
The salary for this role will be based on the experience, education, and skill set of the individual for the position.
Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave.
Talent Shift reserves the right to make changes to the salary range based on business needs.
California Pay Transparency Pursuant to the pay transparency laws of California, the salary range displayed is for the California market.
The salary for this role will be based on the experience, education, and skill set of the individual for the position.
Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave.
Talent Shift reserves the right to make changes to the salary range based on business needs.
Los Angeles (LA) County and City of LA applicants Talent Shift will consider for employment all qualified applicants, including those with criminal histories and conviction records, in a manner consistent with the requirements of applicable state and local laws, including but not limited to the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the LA County Fair Chance Ordinance, and the California Fair Chance Act.
Please see the City of Los Angeles Fair Chance Ordinance and the Los Angeles County Fair Chance Ordinance notice for more information.
New York Pay Transparency Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets.
The salary for this role will be based on the experience, education, and skill set of the individual for the position.
Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave.
Talent Shift reserves the right to make changes to the salary range based on business needs.
#LI-CD1
Remote working/work at home options are available for this role.
Salary: $130,000
- $150,000 per year A bit about us: Long-standing Real Estate Company with holdings in excess of $3 billion, whose primary business activities include real estate development, real estate ownership and management, commercial real estate lending, venture capital and private equity Why join us? Longstanding, reputable real estate development and investment company with a large growing pipeline Strong management and executive team focused on mentoring and development Newly created position due to growth High visibility and immediate advancement potential within this expanding team Excellent corporate culture Job Details The Financial Reporting Manager plays a key role in the preparation and review of combined and consolidated corporate financial statements.
This position is responsible for ensuring the accuracy and completeness of financial reporting across all entities, supporting the month-end close process, managing intercompany eliminations, and assisting with audits and special projects.
Responsibilities: 1.
Review financial data from all entities to ensure accuracy and completeness within the combined and consolidated financial statements 2.
Record and reconcile intercompany elimination entries, ensuring proper treatment of intercompany transactions 3.
Prepare the monthly trial balance and generate combined and consolidated financial statements 4.
Develop and maintain monthly financial reporting schedules for management review.
5.
Assist in the preparation and review of quarterly rollforwards for key account balances 6.
Support the creation of quarterly unaudited and annual audited financial statements 7.
Collaborate directly with external auditors during the annual audit process 8.
Calculate and report on debt covenant compliance 9.
Fulfill ad hoc financial reporting requests from management and operations teams Qualifications: 1.
Bachelor's degree in Accounting, Finance, or related field.
Master's degree or CPA is preferred 2 Minimum of 5 years of experience in financial reporting, accounting, or related field 3.
Real estate industry experience a PLUS! 4.
Experience in full-cycle accounting of all asset and debt activity 5.
Advanced proficiency in MS Office Suite, particularly in Excel If you are a motivated and experienced professional ready to take on these responsibilities and meet these qualifications, we look forward to receiving your application.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Salary: $140,000
- $295,000 per year A bit about us: We are a Dallas-based firm that provides a comprehensive range of legal services, with a strong emphasis on aiding entrepreneurs and business owners.
Their practice areas encompass corporate and financial transactions, litigation and business disputes, tax, estate, and succession planning, and cybersecurity risk management.
They are trusted advisors, integrating legal solutions with their clients' overarching business objectives.
The firm distinguishes itself by offering strategic business insight alongside traditional legal counsel, aiming to provide a holistic approach to their clients' legal and business needs.
Why join us? Medical/Dental/Vision Life insurance; AD&D Short and long term disability 401k with 3% match Flexible work schedule Performance Bonus incentives Strong mentorship and growth opportunities Paid expenses
- Bar dues/CLEs/Bus.
Development expenses Volunteer Time Off Paid Holidays Job Details Job Details: Our prestigious law firm is seeking a dynamic, experienced Banking & Finance Attorney to join our team on a permanent basis.
The ideal candidate will be a seasoned professional with a strong background in the legal industry, particularly in the banking and finance sector.
We are looking for an individual who is ready to handle challenging assignments in a high-stakes, high-reward environment.
This position offers a unique opportunity to work on complex transactions, provide strategic advice to our clients, and become a pivotal member of our legal team.
Responsibilities: As a Banking & Finance Attorney, you will be expected to: 1.
Advise clients on a wide range of banking and finance matters, including lending transactions, financial services regulation, and capital markets.
2.
Review, analyze, and interpret banking laws, regulations, and rulings to ensure compliance.
3.
Draft, review, and negotiate a variety of banking and finance agreements and contracts.
4.
Conduct comprehensive due diligence reviews and risk assessments.
5.
Represent clients in negotiations, mediations, arbitrations, and court proceedings.
6.
Collaborate with other attorneys and professionals to provide comprehensive legal services to our clients.
7.
Stay up-to-date with the latest developments in banking and finance law and bring innovative solutions to complex legal issues.
Qualifications: The successful candidate will possess the following qualifications: 1.
Juris Doctor (JD) degree from an accredited law school.
2.
Admitted to practice law in the state and in good standing.
3.
A minimum of 5 years of experience as a Banking & Finance Attorney.
4.
Proven experience in conducting thorough legal due diligence.
5.
Strong knowledge of banking and finance law, regulations, and industry practices.
6.
Excellent negotiation, drafting, and analytical skills.
7.
High level of professionalism and integrity.
8.
Ability to handle complex legal issues with minimal supervision.
9.
Excellent interpersonal skills, with the ability to build strong relationships with clients and team members.
10.
Strong written and verbal communication skills, with the ability to explain complex legal issues in a clear and understandable manner.
We are looking for a seasoned professional who is ready to take their career to the next level.
If you are a self-starter with a passion for banking and finance law, we would love to hear from you.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
LOS System Analyst
Dallas, TX 75219
long-term contract
Mortgage lending industry with a background as an underwriter, closer or back office support, LOS administrator or operations analyst
- Responsible for evaluating client LOS systems, workflows, and configurations.
- Support implementation team with Configurations & workflow customization
- Identifying any issues related to Data fields, business rules, and integrations (CRM, pricing engines, docs)
- Understand complex LOS systems, workflows, and configurations
- Interpret regulatory requirements as they relate to LOS functions
- Pull information from documentation, vendor materials, and user feedback to provide accurate recommendations
- Design curriculum & training materials
- Lead workshops, webinars, and hands‐on sessions
- Tailor content by audience (LOs vs processors vs underwriters)
- Patient, articulate, and able to simplify complex topics
- Use examples, scenarios, and live demos effectively
- Experience with Loan Origination Systems (LOS), including Encompass, Blend, Empower, nCino, MeridianLink, Byte, Mortgage Cadence, Point or similar
- Understanding full Loan origination lifecycle (lead → application → processing → underwriting → closing → funding)
- Understand Regulations impacting LOS workflows (e.g., TRID, HMDA, ECOA, QC rules)
- Experience analyzing SOPs, software specs, compliance requirements
- Experience with Training include one-on-one and group based web training.
- Identifying training requirements, designing curriculum & training materials
- Must have experience with MS Excel including Mortgage formulas
Salary: $100,000
- $115,000 per year A bit about us: Our client is one of the largest manufacturers.
Why join us? Top Compensation & Bonus Medical/Dental/Vision Benefits Flexible working arrangements Generous PTO Growth Job Details Job Details: We are seeking a Senior FP&A Analyst for our dynamic manufacturing company.
This is a permanent role, offering an exciting opportunity to be a part of our growing finance team.
The successful candidate will be responsible for forecasting, variance analysis, cash flow management, monthly reporting, and annual budgeting.
You will also be involved in intercompany transactions and manufacturing accounting.
This position is integral to our financial planning and analysis (FP&A) department and will play a key role in driving our financial performance.
Responsibilities: Develop and maintain financial forecasts and budgets for the manufacturing business unit.
Conduct variance analysis to understand differences between actuals and forecasts, and provide insightful explanations for deviations.
Produce monthly financial reports for senior management, highlighting key business drivers and trends.
Manage intercompany transactions and ensure accurate and timely reporting.
Analyze cash flow, identifying opportunities for improvement and recommending strategies to optimize cash management.
Collaborate with other departments to gather necessary data for financial analysis.
Support the annual budgeting process, including the preparation of budget templates, coordination with business unit leaders, and consolidation of budget inputs.
Participate in manufacturing accounting activities, ensuring accurate cost allocation and product costing.
Assist with ad-hoc financial analysis and projects as required.
Qualifications: Bachelor's degree in Finance, Accounting, or a related field.
Minimum of 3 years of experience in financial planning and analysis, preferably in the manufacturing industry.
Advanced proficiency in Excel, including the ability to create complex financial models and perform sensitivity analysis.
Strong understanding of income statements, cash flow statements, and balance sheets.
Experience with intercompany transactions and manufacturing accounting.
Exceptional analytical skills, with the ability to interpret financial data and provide actionable insights.
Solid understanding of manufacturing processes and cost accounting principles.
Excellent communication skills, with the ability to present financial information in a clear and concise manner to non-financial stakeholders.
High level of accuracy and attention to detail.
Ability to work independently, manage multiple priorities, and meet deadlines in a fast-paced environment.
CPA, CMA, or MBA is a plus.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
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Salary: $80,000
- $100,000 per year A bit about us: Long-standing Real Estate Company with holdings in excess of $3 billion, whose primary business activities include real estate development, real estate ownership and management, commercial real estate lending, venture capital and private equity Why join us? Longstanding, reputable real estate development and investment company with a large growing pipeline Strong management and executive team focused on mentoring and development Newly created position due to growth High visibility and immediate advancement potential within this expanding team Excellent corporate culture Job Details Our company is seeking a Treasury Manager to join our team.
The individual will be working closely with senior management to ensure cash flows are adequate to allow business units to operate effectively.
This is an excellent opportunity for a seasoned professional to contribute their expertise in a thriving and supportive environment.
Responsibilities: 1.
Oversee and manage daily cash management transactions, reporting cash operation activities, and projecting future cash needs 2.
Implement and maintain a system of policies and procedures that impose an adequate level of control over treasury activities 3.
Ensure that sufficient funds are available to meet ongoing operational and capital investment requirements 4.
Manage the company's investments, liquidity, and cash management portfolio 5.
Responsible for the preparation and management of the company's budget.
6.
Manage relationships with financial service providers, negotiate with financial institutions to improve banking products and services 7.
Monitor and manage the performance of banking and financial service providers Qualifications: 1.
Minimum of 5+ years of experience in cash management or treasury 2.
Strong analytical skills and attention to detail 3.
Excellent organizational skills, ability to manage multiple tasks simultaneously, and meet deadlines 4.
Proficient in Microsoft Office Suite, with exceptional Excel skills 5.
Excellent communication and leadership skills Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
**Head of Corporate Development Private Equity-Backed Healthcare IT Company**
**Position Summary:** Our client, a leading private equity-backed healthcare IT company, is seeking a highly experienced and strategic Head of Corporate Development. This role will be pivotal in driving the company's growth through mergers, acquisitions, and strategic partnerships. The successful candidate will lead the identification, evaluation, and execution of acquisition opportunities and will work closely with executive leadership to align these endeavors with the company's long-term strategic objectives.
**Key Responsibilities:** The Head of Corporate Development will oversee all aspects of the acquisition process, from sourcing deals to negotiation and integration. This includes conducting thorough market analysis to identify potential acquisition targets, performing financial modeling and valuation assessments, and structuring deal terms. The role also involves working cross-functionally with legal, finance, and operational teams to ensure seamless integration of acquired entities. The individual will also be responsible for managing relationships with investment banks, advisors, and other stakeholders.
**Qualifications:** The ideal candidate will have extensive experience in corporate development, investment banking, or private equity, particularly within the healthcare or technology sectors. Strong analytical and negotiation skills are essential, along with a proven track record in leading successful MandA transactions. Excellent communication and leadership abilities are required to effectively collaborate with internal teams and external partners. An MBA or relevant advanced degree is highly desirable. This opportunity is ideal for a strategic thinker with a passion for growth and innovation in the healthcare IT industry.
Key Account Manager
We are looking for a motivated and ambitious Pharmaceutical Sales Representative to join our team. If you have a background in business-to-business (B2B) sales and are eager to build a career in pharmaceutical sales, this is an excellent opportunity to represent a top biotechnology company!
This is your opportunity to join and represent a top biotechnology company!
What’s in it for you?
Competitive compensation
Medical, dental, vision, 401(k), life & disability insurance
Paid time off, maternity and paternity leave
Employee discounts & exclusive promotions
Recognition programs, contests, and company-wide awards
Exceptional, collaborative culture
Best Places to Work in BioPharma (2022, 2023, & 2025)
Certified Great Place to Work (2022, 2023, 2025)
What will you be doing?
Deliver appropriate and approved information and relevant messaging to target accounts
Achieve call and sales activity targets as set by the company
Complete administrative duties as required
Demonstrate deep marketplace, therapeutic, product and disease expertise based on thorough understanding of rigorous scientific principles and data, including mechanism of action, indications, efficacy, safety, etc.
Understand and apply knowledge of health care industry, trends, applicable laws and regulations, market conditions, and the market access environment (including but not limited to pharmacy-economics, payer/ reimbursement landscape and patient flow/influence between institutions and community practices) and analyze these factors in the development of business plans and in daily execution of sales calls within compliance guidelines.
Establish, maintain, and develop strong relationships with customers in HCP offices, urgent care facilities and pharmacies
Demonstrate advanced ability to ask strategic, insightful questions to obtain information on customer needs from all stakeholders in accounts, using the insights to position current promoted brands and collaborate with customers on a customized strategy.
What do you need for this position?
Bachelor's degree, 3+ years of proven high-performance sales required
Previous Medical Device experience strongly preferred
Buy and Bill experience strongly preferred
Proven Ophthalmology sales experience preferred
Experience in eye care is required
Strong interpersonal and relationship building skills
Strategic thinker who can develop and drive a territory business plan
Ability to develop solid and long-standing business relationships with strategic/targeted customers
Demonstrated solid financial and analytical skills
A valid driver’s license and safe driving record
Strong priority setting skills and timely decision making
Strong presentation skills & written communications
Microsoft Office, CRM/Veeva, Sales reporting technology skills
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locations
Dallas, TX
time type
Full time
posted on
Posted Yesterday
job requisition id
JR35059
Inizio Engage has partnered with a leading pharmaceutical company that is dedicated to bringing innovative products and effective solutions to physicians and patients in the Ophthalmology space.
