Banking And Financial Services Jobs in Ocoee

We are seeking an Service Manager to join our team! You will be responsible for providing customers with a memorable dining experience. The Service Manager is passionate about providing guests with the best experience possible. Must be committed to contributing to the collaborative spirit of the team, be energized by the opportunity to learn, grow, and explore your career potential.

Cajun Hospitality/ TIP-TOP

Suggestive Selling

Service Basics

H.E.A.R.T.

Manage Alerts

Drive Thru service with speed initiatives

Cross-training of team members and PA completions

Echo communication from Service Team to Production Team

LTO training of procedures and follow-up of the execution

Onboarding of new Service Team Members (includes orientation, training, and follow-up on PA)

5-day New Hire Training plan executed, schedule NH and cross training

Developing a Pros Team or crew trainers

Completing and analyzing the Service Tracker

Weekly forecasted sales to be submitted to RGM by EOD Monday

Weekly food and chicken orders

Weekly writing of schedule to be submitted to RGM by EOD Tuesday

Weekly review and goal setting for the shift huddles

Weekly review and goal setting for the restaurant's rSuccess Scorecard /ACR

Handling guest complaints and Qualtrics alerts

All management team and team members have access to Popeyes Academy

Tracking the progress of team members and the management team in the Popeyes Academy

Document smallwares that needed to be purchased for the service area by completing the Smallware

Inventory in Zenput.

Communicates with the RGM regarding ongoing issues with the production and service team

All Daily tasks for the Image Calendar completed in Zenput

Dining room and packing areas are neat, clean, and organized

Curb Appeal landscaping, corners of the parking lot, signage, drive-thru menus, trash cans

Cashier/Drive-Thru areas are neat, clean, and organized

Marketing Materials, POPs, and table tents are in good condition

Proper FOH closing procedures are being followed

Accountable for Drive-thru times

Service Tracker completed daily

IDMB/ODMB and Music in working condition

Working Hours

Works 45-50 hours per week. (The first 40 hours are the regular hourly rate while the excess hours are a time-and-a-half rate)

Dental insurance

Employee discount

Health insurance

Life insurance

Paid time off

Vision insurance

At Arbon Equipment, a Rite-Hite Company, your work makes an impact. We deliver industry-leading solutions that keep workplaces safe, productive, and efficient. When you join Arbon Equipment, you're not just selling or servicing equipment - you're building trusted partnerships with customers and growing your career with a company backed by the strength of Rite-Hite's global innovation.

Rite-HiteService Techniciansinstall, maintain, and repair loading dock equipment and industrial doors at customer facilities. In addition, Service Technicians act as a technical resource for our customers and our sales force. This position works independently or in small teams in a field service environment, and is a primary customer contact. As an apprentice, you will spend the majority of your time working closely with a senior Technician, learning our products and our customers and developing the skills needed to work on your own.

Rite-Hitesells the best and we hire the best. While this is an entry-level position, some prior mechanical or electrical experience is helpful. Selected candidate must be able to work independently in a field environment. Good customer service skills are required. This position requires the ability to work outdoors, at heights, and lift up to 100 pounds. As this position requires driving a company vehicle, a pre-employment drug test and clean driving record are required, as is a DOT physical.

What We Offer

At Arbon Equipment - A Rite-Hite Company, we take care of our people - because when you're supported, you can do your best work. Our benefits are designed to support your health, your future and your life outside of work:

• Health & Well-being: Comprehensive medical, dental, and vision coverage, plus life and disability insurance. A robust well-being program with an opportunity to receive an extra day off and more.

• Financial Security: A strong retirement savings program with 401(k), company match, and profit sharing.

• Time for You: Paid holidays, vacation time, and personal/sick days each year.

Join us and build a career where you're supported - at work and beyond.

Rite-Hite is proud to be an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under federal, state, or local law.In accordance with VEVRAA, we are committed to providing equal employment opportunities for protected veterans.We are also committed to maintaining a drug-free workplace for the safety of our employees and customers.

Position: Scheduling Coordinator

Location: Remote, ORL Area (1 hr radius from downtown ORL)

• Have to go onsite first day to pick up equipment

Duration: 6 month contract to hire

PR: $18hr

Start Date: April 13th

Hours: M-F 4p-8p- 20 HRS GAURANTEED. Will have opportunity to work more hours, when converting perm will not work more than 32hrs.

Must Haves:

• 2+ years of customer service experience
• 1+ year of call center experience
• Healthcare experience
• Strong experience with Microsoft Products- have to pass typing test
• HS Diploma or GED

Plus:

• Scheduling, Insurance Verification, Referrals experience

Day to Day

The Scheduling Coordinator is responsible for coordinating and scheduling patient appointments through proactive outbound communication while delivering exemplary customer service aligned with Patient First Philosophy. This role ensures accurate appointment placement, clear communication of preparation instructions, and proper documentation within Epic and other scheduling systems. The Scheduling Coordinator consistently meets productivity, quality, and customer service standards while supporting efficient clinic and departmental operations.

Essential Functions

• Provide accurate, department- and procedure-specific scheduling information to ensure appropriate patient preparation, correct arrival location, and scheduled arrival time.
• Perform primarily outbound scheduling calls to patients who have requested appointments, with the goal of successfully scheduling services in a timely and efficient manner.
• Demonstrate proactive customer engagement by actively listening, maintaining a caring and professional demeanor, and offering appropriate alternatives when necessary.
• Exhibit excellent telephone etiquette, professional verbal communication skills, and a strong team-player attitude in all interactions.
• Maintain a basic understanding of medical needs and screening requirements necessary to appropriately schedule patient appointments.
• Utilize Epic scheduling workflows and related systems to document outreach attempts, scheduling outcomes, and required follow-up in accordance with training and established procedures.
• Consistently review daily schedules and communicate all changes, cancellations, or updates to appropriate clinical and administrative staff.
• Identify customer service concerns and independently resolve issues or initiate appropriate follow-up when required.
• Demonstrate working knowledge of registration systems, scheduling platforms, and web-based resources.
• Maintain a working knowledge of ICD-9/ICD-10 and CPT codes as required for accurate scheduling and documentation.
• Ensure compliance with all policies, procedures, and professional appearance standards.

Productivity and Performance Expectations

• This role is primarily outbound-focused, with limited de-escalation required.
• Expected productivity is approximately 7–10 outbound calls per hour, recognizing that:
• Approximately 30% of outbound calls connect with patients.
• Approximately 70% of calls result in voicemail messages.
• Connected calls average approximately 6 minutes.
• Profile creation calls may take 10–12 minutes.
• Downtime between calls is self-managed due to the outbound nature of the role; productivity is evaluated based on call type and complexity rather than volume alone.
• Performance evaluation emphasizes “Not Ready Time”, defined as time when the coordinator is unavailable to take or place calls.
• Consistently meets departmental goals for productivity, quality, and customer service

------

Position: Referral Coordinator

Openings: 8

Location: Remote, ORL Area (1 hr radius from downtown ORL)

• Have to go onsite first day to pick up equipment

Duration: 6 month contract to hire

PR: $18 /hr

Start Date: April 13th

Hours: M-F 4p-8p- 20 HRS GAURANTEED. Will have opportunity to work more hours, when converting perm will not work more than 32hrs.

Must Haves:

• 2+ years of customer service experience
• 1+ year of Data Entry experience
• Healthcare experience
• Strong experience with Microsoft Products- have to pass typing test
• HS Diploma or GED

Plus:

• Scheduling, Insurance Verification, Referrals experience
• Call Center Experience

Day to Day

The Referral Coordinator supports clinical teams, patients, and family members by managing internal and external referrals and insurance authorizations within the outpatient ambulatory setting. This role is responsible for accurately processing referrals and authorizations prescribed by providers in the Electronic Health Record (EHR), ensuring timely coordination of care, accurate documentation, and compliance with payer guidelines. The Referral Coordinator plays a key role in facilitating patient access to services while upholding Orlando Health’s commitment to exemplary customer service.

Essential Functions

• Completes accurate entry of referrals and authorizations into the Electronic Health Record (EHR)- EPIC
• Processes referrals and related documentation received through the OnBase fax queue by reviewing faxed orders, transcribing required information, and entering data into Epic.
• Works with dual systems (OnBase and Epic) to ensure referral information is accurately transferred from source documents.
• Creates new patient profiles in Epic when necessary, using transferred information from referral documentation (not from memory).
• Files referral-related documents into the appropriate patient chart in accordance with established procedures.
• Completes patient registration and obtains insurance authorizations for new patients, diagnostic testing, and hospital-based diagnostics.
• Verifies insurance coverage using electronic verification tools, payer web portals, and telephone communication when online verification is unavailable.
• Contacts insurance companies to follow up on authorizations, confirm coverage, and resolve authorization-related issues.
• Communicates with patients as needed to verify insurance information, obtain required details, or complete the referral process.
• Coordinates follow-up care when referrals or authorizations are nearing expiration.
• Ensures financial and insurance information is current, accurate, and active in the EHR.
• Confirms Primary Care Provider (PCP) information is accurate and compliant with payer-specific guidelines.
• Initiates and tracks referral and authorization status to ensure timely completion of services.
• Coordinates with scheduling departments, clinical teams, and other internal departments to facilitate patient visits.
• Provides patients with referral details for physicians, specialists, and facilities as appropriate.
• Communicates effectively with internal and external customers, including providers, patients, insurance representatives, and clinical departments, to obtain required authorizations.
• Maintains current knowledge of referral and authorization requirements based on payer-specific guidelines.
• Maintains a working knowledge of ICD‑10 and CPT codes.
• Demonstrates a basic understanding of third-party reimbursement requirements and regulations.
• Exhibits competency in the use of registration systems, electronic verification tools, Epic, OnBase, and web-based payer resources.
• Performs all duties in a manner that supports departmental productivity, quality, and customer service goals

Customer Service and Professional Standards

• Understands and supports commitment to providing exemplary customer service.
• Demonstrates a positive, professional, and respectful approach in all interactions with patients, families, and team members.
• Communicates clearly and effectively, both verbally and in writing.
• Maintains flexibility in work schedule availability to meet departmental operational needs.

Knowledge, Skills, and Abilities

• Strong data entry, typing, and transcription skills with high attention to detail.
• Ability to manage high volumes of faxed and electronic documentation accurately.
• Proficiency with EHR systems (Epic preferred), document management systems (OnBase), and insurance web portals.
• Effective organizational and time‑management skills.
• Ability to communicate professionally with insurance representatives, patients, and clinical staff.
• Understanding of medical terminology related to referrals, diagnostics, and authorizations.

Company Introduction:

Unilumin is a global leader in LED display, dedicated to delivering high-quality, innovative, and energy-efficient technologies. Headquartered in Shenzhen, China, with subsidiaries and service networks across more than 160 countries, Unilumin provides cutting-edge products and comprehensive solutions for a wide range of industries including sports, entertainment, retail, transportation, and smart cities.

As a publicly listed company, Unilumin is known for its innovation, quality manufacturing, and global service capabilities. Our technology has powered some of the world’s most iconic venues and events, and we continue to invest heavily in R&D to stay at the forefront of the LED display industry.

Job Responsibilities:

1. Module Repair: Diagnose and repair faults in LED display screen modules, including component replacement and circuit repair.

2. Testing: Use specialized equipment to test repaired modules for functionality and quality.

3. Maintenance: Execute routine maintenance plans to ensure module stability, including cleaning and component replacements.

4. Software Management: Install and upgrade control software for modules to enhance performance.

5. Technical Support: Provide customer technical support, both remotely and on-site, to address issues.

6. Documentation: Maintain repair records, generate reports, and offer improvement recommendations.

Qualifications:

1. Technical Knowledge: Deep understanding of LED display screen module technology.
2. Repair Experience: Several years of electronic equipment repair experience, preferably with LED module experience.
3. Tool Proficiency: Proficient in using electronic repair tools and instruments.
4. Fault Diagnosis: Strong ability to diagnose issues and identify root causes.
5. Safety Awareness: Prioritize safety during repair work.
6. Communication Skills: Effective communication and collaboration with customers and colleagues.

EEOC:

We are an Equal Opportunity Employer and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law.

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.  

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 location(s).

Global Investing Services (GIS) is a specialized group that serves the trading, customer service and operational needs of both domestic and international clients interested in trading stocks that trade on exchanges outside the U.S. as well as foreign currencies. GIS has daily interactions from virtually every customer contact area of Schwab (Branches, Retail, Advisor Services, Schwab Wealth Advisory, etc.) and works to promote outstanding client experience as it relates to all facets of their international equity investments. GIS also has direct-line telephone contact with external market makers as well as the various major market centers in foreign securities. In addition to assisting US clients, GIS regularly serves clients living outside the U.S. that have international accounts with us to provide investment, trading and operational inquiries.

What you are good at:

This role is responsible for helping clients develop their trading expertise and grow their portfolios by imparting the knowledge and supporting the tools trader clients use to make them a more sophisticated, successful, and self-directed investor. This position is the subject matter expert in trading equities, derivatives (options, futures), and foreign exchange for not only our clients, but the goal is also to help clients develop their trading expertise and grow their portfolios by imparting the knowledge and supporting the tools these actively engaged clients use to make them a more sophisticated, successful self-directed investor. Representatives in this position will possess an advanced level of knowledge of trading equities, derivatives (options/futures), and foreign exchange. We g row business through asset gathering and product cross-sell while retaining assets through client confidence and loyalty. Together, we leverage industry knowledge and platform expertise to send well-positioned business leads to our partners in Retail Sales, Education and Trader Business Development. Additionaly, you'll influence and close business for Retails Sales associates by presenting self-directed active trader clients and prospects with industry standard for market understanding while attracting additional assets and business from our fully engaged clients, by meeting their service, education and trading resource needs.

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

REQUIRED QUALIFICATIONS:

• Active Series 7, 63 licenses required .
• Excellent communicative skills, both oral and written, and can succinctly explain complex topics with proper positioning, context, and accuracy.
• 3+ years of experience servicing clients and an equivalent level of knowledge of securities industry.
• Ability to educate clients and colleagues on complex concepts and to varying levels of expertise while displaying confidence, skill, and professionalism to resolve time-sensitive and possibly costly issues in a manner that strengthens the client relationship and mitigates risk for the firm.
• Must have necessary sense of urgency and the ability to multi-task utilizing strong business judgment and prioritization skills.

PREFERRED QUALIFICATIONS:  

• Prior professional trader level of expertise in equities, futures, market structure and a detailed knowledge of the securities industry and capital markets is preferred. Bachelor’s Degree or equivalent experience
• Minimum two years of equity trading experience, derivatives trading, or other equivalent experience is preferred.
• Bachelor’s Degree or equivalent experience preferred.
• Strong knowledge of industry, product availability, policies and procedures involving international client relationships. 
• 9/10 License also preferred.

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

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 collaboration—so 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 – 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

Overview

The Technical Service Coordinator plays a critical role in onboarding new managed services customers and ensuring they have a clear, accurate, and complete technical foundation as they transition into our MSP environment. This role sits at the intersection of service delivery, technical operations, and customer success—responsible for gathering and documenting environment details, coordinating onboarding tasks across teams, and maintaining high-quality technical documentation.

The ideal candidate has strong technical aptitude, excellent organizational skills, and a passion for delivering an exceptional customer experience.

Key Responsibilities

Customer Onboarding

• Serve as the primary coordinator for onboarding new MSP customers.
• Collect and validate environment information (infrastructure, networks, identity systems, applications, security tools)
• Facilitate kickoff calls, technical discovery sessions, and onboarding checkpoints.
• Work cross-functionally with Service Desk, Systems Administration, Networking, and Security teams to ensure smooth onboarding execution.
• Track onboarding tasks, milestones, risks, and completion status.

Technical Documentation

• Create and maintain high-quality documentation including:
• Network diagrams
• Asset inventories
• Access and identity configurations
• Backup, monitoring, and security configurations
• Server, endpoint, and application details
• Build and update SOPs, runbooks, and customer-specific knowledge articles (consistent with knowledge practices in Managed - Services). [Managed - Services | PowerPoint]
• Ensure all customer documentation is properly stored, versioned, and accessible within the MSP knowledge repository.

Operational Coordination

• Act as a liaison between onboarding teams, technical operations, and account management.
• Document customer escalation paths, communication expectations, and support processes.
• Assist in preparing environment overviews and technical summaries for internal handoff to Operations, Systems Administration, and Service Desk teams.
• Support Technical Account Managers with accurate customer documentation as referenced in templates like SOW Template. [SOW Template | Word]

Technical Support Assistance

• Perform basic to mid‑level environment validation tasks (e.g., checking system health, verifying connectivity, confirming AD/O365 configurations
• Identify gaps in customer environments requiring additional engineering review or remediation.
• Provide Tier 1.5 coordination for technical issues discovered during onboarding.

Qualifications

Required

• 1–3 years experience in an MSP, helpdesk, technical coordination, or IT operations role.
• Understanding of:
• Microsoft 365 / Azure AD
• Windows Server fundamentals
• Networking basics (VLANs, firewalls, switching, DNS)
• Backup & monitoring concepts
• Strong documentation skills with high attention to detail.
• Excellent communication and customer service abilities.
• Highly organized with the ability to manage multiple onboarding projects simultaneously.

Preferred

• Experience with:
• Ticketing/ITSM platforms
• Network and system diagnostic tools
• Identity and access management
• SaaS administration (M365, Okta, collaboration tools)
• Exposure to PowerShell or automation tools.
• ITIL foundation or related process certification.

Skills & Competencies

• Strong analytical and problem‑solving skills.
• Ability to translate technical concepts into clear documentation.
• Calm, professional demeanor during customer interactions.
• Process‑oriented, consistent, and self‑driven.
• Able to collaborate effectively with both technical and non‑technical stakeholders.

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.

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.

Required Qualifications:

• Bachelor’s degree
• Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® 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.

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so 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 – 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