Banking and Financial Services Jobs in Mesa, AZ
17 positions found
Optum is a global organization that delivers care, aided by technology, to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best.
Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together.
This position is a Sunday - Wednesday from 8 AM - 6:30 PM. It may be necessary, given the business need, to work occasional overtime. Our office is located at 1955 W FRYE RD Chandler, AZ.
Primary Responsibilities:- Verifies insurance eligibility and benefits on all assigned accounts using electronic verification systems or by contacting payers directly to determine level of insurance coverage. When contacting payers directly, utilizes approved scripting
- Obtains referral, authorization and pre-certification information and documents this information in system
- Identifies outstanding balances from patient's previous visits and attempts to collect any amount due
- Trains staff on computer systems, new processes, payer updates and assigned reporting
- Functions as a superuser for primary computer systems
- Proactively identifies and leads department process improvement opportunities
- Works on Special Projects as needed
- Performs the duties of a Patient Access Representative
- Maintains up-to-date knowledge of specific admission, registration, and pre-registration requirements for all areas
What are the reasons to consider working for UnitedHealth Group? Put it all together - competitive base pay, a full and comprehensive benefit program, performance rewards, and a management team who demonstrates their commitment to your success. Some of our offerings include:
- Paid Time Off which you start to accrue with your first pay period plus 8 Paid Holidays
- Medical Plan options along with participation in a Health Spending Account or a Health Saving account
- Dental, Vision, Life& AD&D Insurance along with Short-term disability and Long-Term Disability coverage
- 401(k) Savings Plan, Employee Stock Purchase Plan
- Education Reimbursement
- Employee Discounts
- Employee Assistance Program
- Employee Referral Bonus Program
- Voluntary Benefits (pet insurance, legal insurance, LTC Insurance, etc.)
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear directions on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:- High School Diploma/GED (or higher)
- 2+ years of customer service experience in a hospital, office setting or phone support role
- 1+ years of electronic health record experience
- Ability to work 100% onsite at 1955 W FRYE RD, Chandler, AZ
- Must be 18 years of age OR older
- 1+ years of experience with prior authorizations
- Experience with Microsoft Office products
- Experience in a Hospital Patient Registration Department, Physician office or any medical setting
- Experience in insurance reimbursement and financial verification
- Experience in requesting and processing financial payments
- Working knowledge of medical terminology
- Understanding of insurance policies and procedures
- Ability to perform basic mathematics for financial payments
- Strong interpersonal, communication and customer service skills
- Standing for long periods of time (10 to 12 hours) while using a workstation on wheels and phone/headset
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $17.98 to $32.12 per hour based on full-time employment. We comply with all minimum wage laws as applicable.
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.
UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
Overview
We are a fintech software company seeking an experienced Account Manager to build and grow a portfolio of reseller and referral partners. This role is responsible for recruiting new resellers, developing strategic referral relationships, and driving revenue by enabling partners to successfully sell our software solutions. The ideal candidate has experience selling fintech or SaaS solutions through channel partners and understands how to build productive, long-term partner relationships.
Key Responsibilities
Channel Development
โข Onboard new reseller partners
โข Develop referral partner relationships that introduce enterprise level opportunities
โข Build and maintain a strong pipeline of partner sourced opportunities
โข Position our software solution to resellers and strategic partners
โข Conduct presentations and product demonstrations for prospective partners
โข Negotiate and finalize reseller agreements
Account Management and Enablement
โข Build and manage a portfolio of reseller and referral partners
โข Maintain relationships across partner organizations including executives, sales leaders, and individual agents
โข Provide onboarding, product training, and ongoing enablement support
โข Join partner sales calls to support enterprise opportunities when needed
โข Ensure partners are engaged, active, and effectively positioning our solutions
Revenue Growth
โข Drive revenue through partner sourced and partner influenced deals
โข Identify expansion opportunities within existing partner accounts
โข Track pipeline activity, forecasts, and performance metrics
โข Collaborate with internal teams to ensure smooth onboarding and implementation
Qualifications
โข 3 plus years of experience in fintech, payments technology, or SaaS sales
โข Direct experience selling software solutions to resellers, ISOs, VARs, or enterprise partners
โข Proven success recruiting and developing channel partners
โข Experience supporting partners on enterprise sales opportunities
โข Strong presentation and product demonstration skills
โข Excellent follow up, organization, and time management
โข Strong written and verbal communication skills
โข Ability to manage multiple partner relationships simultaneously
Preferred
โข Experience working within a partner driven or indirect sales model
โข Existing relationships within fintech, payments technology, or merchant processing
โข Experience selling into enterprise environments through channel or referral relationships
Duration: 12 months
Location: Tempe, AZ 85282
Worksite: Onsite | 8:00 AM - 05:00 PM
Responsibilities:
We're looking for a Telecommunications Systems Engineer who is excited about working on projects that enable the heart of our clients' business.
This position will provide opportunities to lead portions of very large and complex projects as a telecom scope owner working in conjunction with other telecom design professionals and supporting design staff while collectively producing challenging design packages. This is done in coordination with architects and other discipline engineers / design leads all under one design team.
You will interface directly with our client counterparts to design these facilities to meet their needs. Our teams leverage AutoCAD and Revit MEP design software to create fully coordinated 3D models across all disciplines (C,S,A,M,E,P,T,I,L).
Through a mixture of full 3D BIM delivery, construction specifications and 2D sheets, you will help lead the design of everything from Outside Plant (OSP) to inter / intra-building backbone distribution systems, communication room layouts, rack elevations, wired & wireless device plans and cable schedules.
All facets of the designs and calculations will be completed in accordance with the NEC, applicable TIA and other industry standards as well as Client and/or the client specifications as applicable.
Qualifications:
Here's what you'll need:
- Two-year technical degree or four-year non-technical degree
- At least 4 years of relevant experience in telecommunications design and construction industry
- Knowledge & application of telecommunications industry association (TIA) standards
- Knowledge & application of BICSI (Building Industry Consulting Services International) design practices
- Knowledge & application of NFPA 70 (NEC) and electrical design requirements
- Experience leading a telecommunications design team
- Knowledge of design and construction specifications
- Experience estimating and scheduling small to medium size projects
Ideally, you'll also have:
- Associate degree
- At least 3 years of telecommunications design experience in semiconductor or data centers
- Project management experience
- Working knowledge of 3D BIM software (Revit)
- Knowledge and design experience with paging, intercom, and audio-visual systems
- Knowledge of control systems and network topology
- One or more of the following certifications: RCDD (Registered Communications
- Distribution Designer), DCDC (Data Center Design Consultant), OSP (Outside Plant), or RTPM (Registered Telecommunications Project Manager)
This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment.
Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
In the Role
* Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
* Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
* Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
* Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
* Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
* Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
* Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements:
* High School Diploma or GED Preferred:
* Sales, Collections or Customer Service experience
* Bilingual
- Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance.
Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
* Up to 4% matching 401(k)
* Employee Stock Purchase Plan (10% share discount)
* Tuition reimbursement
* Paid time off (15 days' vacation per year, prorated based on start date)
* Paid sick leave as determined by state or local ordinance (prorated based on start date)
* 11 Paid holidays (4 floating holidays, prorated based on start date)
* Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans.
Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow.
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets.
We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work.
Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Customer Accounts Advisor
The salary range for this role is $16.50 to $17.50 per hour*. This position is also eligible for incentive pay based on performance.
ย
Aaronโs Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor, you will build relationships with our customers over the phone and face-to-face to help bring them one-step closer to ownership.ย
Skills for Success ย
Customer Account Advisors can connect and relate well to people, demonstrate empathy, listen attentively, explain things simply and easily, and successfully navigate difficult conversations. Strong multi-tasking, organizational, negotiation and persuasion skills are necessary. Like all Aaronโs team members, they share our purpose and passion for making a real difference in the lives of others and the rewards that come from creating strong personal connections for life.ย
The Work ย
- Attainment and upkeep of customersโ accounts including maintaining updated customer information in the store computer system and documenting all customer payment appointments.
- Direct contact with customers who have not renewed their Lease agreement(s) both in home visits and over the phoneย
- Sell customers on the benefits of timely lease agreement renewal paymentsย
- Assist the Customer Account Manager in setting and achieving daily, weekly and monthly revenue and renewal goalsย
- Assist with merchandise returns and guest deliveries as directed by managementย
- Clean and certify merchandise in the Quality Assurance Center for all items personally returnedย
- Complete and maintain weekly vehicle maintenance sheet and route sheets dailyย
- Load, secure and protect product in company vehicleย
- Safely operate company vehicleย
- Assist the Sales Team as needed
- Any reasonable duties requested by managementย
Requirements
- United States at least 21 years old with a valid stateย Driverโs License and compliance with the Companyโs Driver Qualificationย Policy; including satisfactory MVR (driving record). Canada at least theย age of 18.ย ย ย
- Must meet DOT requirements to obtain certification in required states (United States)
- Ability to work schedule of hours varying from 8 am to 9 pm
- Ability to lift up to 50 lbs. without help and up to 300 lbs. with the assistance of a dolly
- Two years of retail/customer service experience preferred
- High School diploma or equivalent preferred
- Excellent interpersonal and communication skills
- High energy with the ability to effectively perform all functions of the store and multitasking effectively
- Proper telephone etiquette
- Uphold the Aaronโs Brand and protect company assets
- Maintain a professional appearance
- Proficient computer skills
Aaronโs Total Rewardsย
Our team members are our greatest asset. As an expression of our appreciation, Aaronโs is proud to offer outstanding career training, competitive performance incentives, excellent advancement opportunities, and a distinctive benefits package which includes**:ย
- Paid time off, including vacation days, sick days, and holidaysย ย
- Medical, dental and vision insuranceย ย
- 401(k) plan with contribution matching ย
ย
*Note that the pay range provided above is the lowest to highest rate we in good faith believe we would pay for this role at the time of this posting.ย We may ultimately pay more or less than the posted range, and the range may be modified in the future.ย An employeeโs pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Companyโs sole discretion, consistent with the law.ย
ย ย ย
**Benefits vary based on FT and PT employment status.
ย
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
In the Role
- Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
- Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
- Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
- Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
- Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
- Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
- High School Diploma or GED
- Bilingual - Spanish
Preferred:
- Sales, Collections or Customer Service experience
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
- Up to 4% matching 401(k)
- Employee Stock Purchase Plan (10% share discount)
- Tuition reimbursement
- Paid time off (15 days' vacation per year, prorated based on start date)
- Paid sick leave as determined by state or local ordinance (prorated based on start date)
- 11 Paid holidays (4 floating holidays, prorated based on start date)
- Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Position Type: RegularAs a Sr.
Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing.
You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.
SWA's advice philosophy will empower you to use a vast array of products (i.e.
stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals.
You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors.
You'll also have the opportunity to mentor junior SWA team members.
If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
Required Qualifications
CFP designation or CFA designationBachelor's degreeActive and valid FINRA Series 7 licenseMay be obtained with a 120-day condition of employmentActive and valid FINRA Series 66 license requiredMay be obtained with a 120-day condition of employmentFive or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.
Preferred QualificationsFive or more years working directly with clients in the financial services industry highly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities.At Schwab, you're empowered to shape your future.
We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationโso you can build the skills to make a lasting impact.
Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you โ both today and in the future:
401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance
Counsels members, takes applications, conducts preliminary underwriting reviews, gathers initial loan documents to submit loan to processing.
Remains in contact with members and realtors to ensure that documents required for processing, underwriting, and closing are secured in a timely manner.
Adheres to all Federal and State laws and regulations governing applicable to the Credit Union, including the Bank Secrecy Act.
Professionalism, discretion, confidentiality and a positive attitude are absolute essentials of the position that supports our FIRST values.
Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Interviews and assists members.
Inputs loan applications into on-line loan system.
Delivers required disclosures within 72 hours of application.
Develops and continually grows a diverse referral base.
Communicates terms and conditions of an approved loan and reviews with member.
Communicates with loan processor/closer regarding any outstanding items and/or additional documentation needed.
Assists with processing and loan closing coordination with member if necessary.
Regular participation in business-related development opportunities and community efforts to promote home ownership.
Ensures exceptional member service by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements demonstrating a commitment to professional ethics, complying with all Federal and State compliance policies and adhering to HMDA requirements.
Represents and promotes the Credit Union professionally and positively within the community.
Participates in department staff meetings and attends other meetings, seminars or training.
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (โRegistryโ) and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations, policies and procedures.
Complies with the Bank Secrecy Act (BSA).
Completes special projects as assigned.
Competencies Superb customer service orientation.
Strong numeric ability.
Accuracy and attention to detail.
Ability to prioritize tasks to meet deadlines.
Computer proficiency.
Knowledgeable in MS Office Suite.
Stress management/composure.
Good listening and communication skills.
Honesty and integrity.
Teamwork.
Ability to professionally compose own correspondence.
Valid driver license.
Supervisory Responsibility This position has no supervisory responsibilities.
Work Environment This job operates in an office setting.
This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical presence in the office setting is required.
Physical Demands This position requires manual dexterity, the ability to lift and/or move up to 25 pounds.
This position requires bending, stooping or standing as necessary.
Position Type/Expected Hours of Work Ability to work 40 hours; Monday โ Friday.
Periodic overtime may be required.
Travel Regular travel throughout the Phoenix metropolitan area and periodic travel within the state of Arizona.
Qualifications Required Education and Experience Associates degree or Bachelorโs degree preferred.
Two years related experience and/or training; or equivalent combination of education and experience.
Preferred Education and Experience Previous Mortgage Loan Officer experience with a credit union highly desirable.
Additional Eligibility Qualifications Multi-lingual capabilities to include Spanish are a plus.
Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.
Duties, responsibilities and activities may change at any time with or without notice.
The Loan Processing Support Specialist maintains pipeline health and workflow continuity across the mortgage origination lifecycle within the Loan Processing unit. This role partners closely with Mortgage Specialists and internal teams to proactively identify and resolve issues that impede loan progress, ensuring quality, compliance, and funding outcomes are achieved.
LP Support Specialists take end to end ownership of loan and service exceptions, remove workflow bottlenecks, and provide targeted operational intervention to keep loans advancing efficiently and compliantly.
________________________________________
Key Responsibilities
โข Monitor the loan pipeline to identify stalled, at risk, or complex loans and take targeted action (calls, follow ups, document retrieval) to unblock progress
โข Resolve loan and service exceptions end to end, coordinating across Mortgage Specialists and internal partner teams
โข Serve as a continuity resource to ensure consistent progress through Initial Disclosures, Loan Processing, Closing, and Funding
โข Provide LOA, and other extended absence coverage to maintain workflow continuity during staffing gaps or volume spikes
โข Act as deployable support during periods of elevated volume or operational stress
โข Investigate recurring issues, identify root causes, and recommend workflow or process improvements
โข Partner with internal teams to reduce repeat defects, bottlenecks, and handoff friction
โข Support quality and compliance through Initial Disclosure and Loan Processing scrubs
โข Assist managers with coaching related to quality trends, defects, and compliance gaps
โข Ensure operational enhancements and initiatives (e.g., OERC) are implemented effectively and feedback is surfaced
โข Generate and analyze operational reporting related to pipeline health, aging, trends, and funding performance
โข Track performance against funding targets and initiate corrective actions when risks are identified
________________________________________
Required Qualifications
โข Minimum 5 years loan processing experience
โข Self-starter who engages directly via phone when needed, to resolve issues
โข Strong understanding of mortgage operations and the loan origination lifecycle
โข Demonstrated ability to manage complex workflows and resolve issues across multiple stakeholders
โข Proven analytical and problem solving skills with the ability to identify root causes and drive solutions
โข Experience with operational reporting, pipeline management, and performance metrics
โข Strong communication skills with the ability to influence without direct authority
________________________________________
Preferred Qualifications
โข Experience supporting or partnering with Initial Disclosures, Loan Processing, Closing, Underwriting, and/or Funding teams. Originations and/or Sales experience a plus
โข Experience with non-conforming/complex loan transactions preferred
โข Prior exposure to quality assurance, compliance reviews, or regulatory driven processes
โข Ability to operate effectively in a fast paced, change driven environment
โข Prior management experience preferred
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.
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
In the Role
- Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
- Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
- Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
- Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
- Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
- Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
- High School Diploma or GED
Preferred:
- Sales, Collections or Customer Service experience
- Bilingual - Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
- Up to 4% matching 401(k)
- Employee Stock Purchase Plan (10% share discount)
- Tuition reimbursement
- Paid time off (15 days' vacation per year, prorated based on start date)
- Paid sick leave as determined by state or local ordinance (prorated based on start date)
- 11 Paid holidays (4 floating holidays, prorated based on start date)
- Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
In the Role
- Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
- Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
- Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
- Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
- Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
- Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
- High School Diploma or GED
Preferred:
- Sales, Collections or Customer Service experience
- Bilingual - Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
- Up to 4% matching 401(k)
- Employee Stock Purchase Plan (10% share discount)
- Tuition reimbursement
- Paid time off (15 days' vacation per year, prorated based on start date)
- Paid sick leave as determined by state or local ordinance (prorated based on start date)
- 11 Paid holidays (4 floating holidays, prorated based on start date)
- Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
In the Role
- Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
- Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
- Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
- Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
- Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
- Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
- High School Diploma or GED
Preferred:
- Sales, Collections or Customer Service experience
- Bilingual - Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
- Up to 4% matching 401(k)
- Employee Stock Purchase Plan (10% share discount)
- Tuition reimbursement
- Paid time off (15 days' vacation per year, prorated based on start date)
- Paid sick leave as determined by state or local ordinance (prorated based on start date)
- 11 Paid holidays (4 floating holidays, prorated based on start date)
- Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
In the Role
- Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
- Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
- Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
- Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
- Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
- Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
- High School Diploma or GED
Preferred:
- Sales, Collections or Customer Service experience
- Bilingual - Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
- Up to 4% matching 401(k)
- Employee Stock Purchase Plan (10% share discount)
- Tuition reimbursement
- Paid time off (15 days' vacation per year, prorated based on start date)
- Paid sick leave as determined by state or local ordinance (prorated based on start date)
- 11 Paid holidays (4 floating holidays, prorated based on start date)
- Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Key Responsibilities:
- You will be the Subject Matter Expert (SME) for Commercial Card and Wholesale Payables, working directly with suppliers to identify and overcome objections to card and other e-payables acceptance.
- Responsible for enrolling or retaining suppliers on our Commercial Card and Wholesale Payables programs.
Required Skills:
- Proven experience in a similar role.
- Excellent communication, negotiation, and relationship-building skills.
- Ability to identify and understand suppliers' needs and concerns.
- Strong problem-solving skills and an analytical mindset.
- Excellent organizational and multitasking abilities.
- Proficient in MS Office Suite and comfortable learning new technological platforms.
Interview Process:
- One round interview conducted via Zoom with 2 Managers.
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
What you have
Required Qualifications
* Bachelor's degree
* Active FINRA Series 7 license
* (May be obtained with a 120-day condition of employment for certified and current CFPยฎ designation or CFAยฎ designation holders, verified before hire)
* Active FINRA Series 66 license
* (May be obtained within the first 120 days)
* Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients
* Five or more years in the financial services industry working directly with clients
Preferred Qualifications
* CFP or CFA
* Superior relationship management and client retention experience
* Polished interpersonal, communication and presentation skills, attention to detail
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationโso you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility (/hybrid-work) approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package (/summary-of-benefits) that takes care of the whole you - both today and in the future:
* 401(k) with company match and Employee stock purchase plan
* Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
* Paid parental leave and family building benefits
* Tuition reimbursement
* Health, dental, and vision insurance
Are you someone who loves to be an integral part of everyday business? If so, look no further and apply below for an opportunity to join a top financial institution!
Adecco is currently assisting one of its clients in their search for a Collections Specialist in Tempe, AZ!
Pay rate: $19/hr
Shift availability: Operating hours: Mon โ Sun, 8a-9p, Will be scheduled for an 8 hour shift during those hours, must have open availability
Collect delinquent accounts in a timely, orderly and professional manner while following all standardized collections procedures. Make supervisor aware of problem accounts that may result in repossession, foreclosure, or charge-off.
For instant consideration for this role, click on Apply Now and upload resume!
Our ideal candidate for this Collections Specialist must have/must be able to:
- Meet performance expectations for collection efforts for assigned accounts based upon individual goals and objectives, e.g., a minimum calls per day, contact percentage, promises/calls ratio, promises kept.
- Place or receive calls in priority order as established by management. Negotiate payment arrangements with clients to cure delinquency, evaluating ability and willingness to pay. Navigate and interpret various screens and relay information to clients accurately and professionally.
- Determine cause of delinquency and best course of action to assist delinquent customer.
- Document all collection efforts for each assigned account in accordance with established procedures, which may include using action and reaction codes, rescheduling feature, ?scratch pad? entries, etc. in the collection system.
- Communicate collection efforts to branch lenders on assigned accounts in accordance with established standards, if applicable.
- Order updated credit bureau report or initiate skip tracing process in accordance with established standards.
- Review files from Loan Services in accordance with established standards, if applicable.
- Initiate deferrals on accounts based upon written policy guidelines.
- Communicate regularly with collections supervisor on status of problem accounts in accordance with established standards.
- Ensure that all delinquent accounts and assigned queues have been thoroughly worked according to standardized collection procedures.
- Ensure that appropriate letters are sent to debtors.
- Process customers payments through electronic draft, if applicable.
- Process account maintenance transactions according to established guidelines
Education/Certification Requirements:
- High School Diploma or GED
Experience requirements for this Collections Specialist:
- Collections experience required or bilingual (Spanish) customer service experience required
- Strong communication skills
- Good decision-making and problem solving skills
- Proficient with MS Office Suite
- Ability to work as part of a team
- Must have flexible schedule
- Bilingual is a plus
Note:
This role is On-Site; thus, open to candidates near/in/around Tempe, AZ!
As a reminder, this role is being recruited for by one of our National Recruitment Teams and not your local Branch. In order to be considered, please follow the steps included upon your application. If you are interested in a Collections Specialist in Tempe, AZ APPLY NOW for instant consideration!
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance