Banking And Financial Services Jobs in Tx Remote

3,917 positions found

Patient Financial Services Rep II - Traditional Medicare Billing & Collections
✦ New
Salary not disclosed
Dallas, TX 7 hours ago
Patient Financial Services Rep II - Traditional Medicare Billing & Collections

With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and research center, we strive to provide the best possible care, resources, and benefits for our valued employees. Ranked as the number 1 hospital in Dallas-Fort Worth according to U.S. News & World Report, we invest in you with opportunities for career growth and development to align with your future goals. Our highly competitive benefits package offers healthcare, PTO and paid holidays, on-site childcare, wage, merit increases and so much more. We invite you to be a part of the UT Southwestern team where you'll discover a culture of teamwork, professionalism, and a rewarding career!

UT Southwestern is proud to offer a competitive and comprehensive benefits package to eligible employees. Our benefits are designed to support your overall wellbeing, and include:

  • PPO medical plan, available day one at no cost for full-time employee-only coverage
  • 100% coverage for preventive healthcare-no copay
  • Paid Time Off, available day one
  • Retirement Programs through the Teacher Retirement System of Texas (TRS)
  • Paid Parental Leave Benefit
  • Wellness programs
  • Tuition Reimbursement
  • Public Service Loan Forgiveness (PSLF) Qualified Employer

Flexibility start time from 7am-9am thru 3:30pm-5pm. This is a remote position however, candidate must live in the Dallas Fort Worth metroplex due to occasional onsite meetings/trainings. This will be discussed more in the interview.

Experienced collector for Traditional Medicare with billing experience and EPIC knowledge a plus. Knowledge of the Medicare DDE system and able to navigate within that system. Experience correcting claims returned from the provider directly in the DDE system.

Job duties include:

  • Analyze payer underpayments, variances, and denials. Escalate trends, make comprehensive suggestions, and file professional appeals according to our contractual agreements and UT Southwestern policy.
  • Responsible for outbound calls and/or status inquiries via payer's website validating receipt of medical claims and adjudication status within established timeframes.
  • Display competency and ability to work within client based, research, and UTSW special arrangements.
  • Be knowledgeable on all payer types and effectively work on special projects for specific initiatives for account resolution projects.
  • Make necessary adjustments as required by plan reimbursement.
  • Function as a departmental liaison for billing and collections support for internal and external customers, as required.
  • Utilize systems tools and department resources to achieve production and quality targets for resolution of patient accounts.
  • Investigates and responds to questions or requests for additional information in a timely and professional manner to ensure proper, timely and accurate payment of patient accounts.
  • Maintains passing QA Scores
  • Attends in-services, classes and meetings related to all operations to the PFS department. Understands reimbursement of all 3rd party payers.

This position is security-sensitive and subject to Texas Education Code 51.215, which authorizes UT Southwestern to obtain criminal history record information. UT Southwestern Medical Center is committed to an educational and working environment that provides equal opportunity to all members of the University community. As an equal opportunity employer, UT Southwestern prohibits unlawful discrimination, including discrimination on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, gender expression, age, disability, genetic information, citizenship status, or veteran status.

permanent
Comercial Loan Servicing Specialist
✦ New
Salary not disclosed
Irving, Texas 1 day ago

Commercial Loan Servicing Representative III

Hybrid - Irving, TX

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

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

Job Description:

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

Responsibilities:

• Lead a variety of servicing activities for complex commercial products

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

and company teams as necessary to progress customer-focused needs

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

procedural modifications

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

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

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

maintenance; interact with internal and external customers

• Evaluate and upload data into the systems of record

• Research complex business and operational decisions

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

Required Skills:

- Strong experience with Commercial loan servicing

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

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

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

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

Not Specified
Entry Level Financial Advisor
✦ New
$75,000
Houston, Texas 1 day ago
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Compensation: Commission - $75,000+
Responsibilities: Be a coachable, organized team member interested in pursuing training development and educational opportunities

Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs

Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions

Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management

Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals

Qualifications: Requires a Bachelor’s degree in business administration, finance, or other related field

Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed

Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus

Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential

Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

About Company
Hudnall Capital Advisors helps the needs of Individuals, Families, and Businesses with our planning in: Investment Management, Retirement Planning, Tax Mitigation Strategies, Income Protection, Life Insurance, and Legacy Planning.
We can be different by doing the right thing!

#WHGEN

Compensation details: 75 Yearly Salary

PI51f88dc4e776-37344-39998924
Not Specified
Financial Analyst
Salary not disclosed
Lake Dallas, TX 3 days ago
Title: Financial Analyst

Location: Dallas, TX

Duration: 5 Months


Description:

Led by the Chief Information Security Officer (CISO), Technology Risk secures client against hackers and other cyber threats. We are responsible for detecting and preventing attempted cyber intrusions against the firm, helping the firm develop more secure applications and infrastructure, developing software in support of our efforts, measuring cybersecurity risk, and designing and driving implementation of cybersecurity controls. The team has global presence across the Americas, APAC, India and EMEA.

Within Technology Risk, the Strategic Execution and Portfolio Management & Chief Operating Office leads the development and execution of strategic initiatives in support of the information security and cyber security program including change management, process improvement and managing audit commitments across Engineering. In addition, the team is responsible for building and scaling business operations to support a rapidly growing workforce overseeing budget and financial planning, talent management, vendor management, workforce strategy, communication, and workplace experience.

Specific responsibilities may include:

  • Preparing and maintaining multi-year headcount and non-compensation budget reports
  • Maintaining working knowledge of significant investments and forecasting assumptions to support financial planning and analysis (FP&A)
  • Participating in process improvement initiatives to increase efficiency and effectiveness of the FP&A process
  • Responding to ad hoc requests and preparing analyses for the same
  • Additional responsibilities will be based on the quarterly needs of the business and the candidate's specific skills

BASIC QUALIFICATIONS:


  • Bachelor's degree in accounting, Finance or other related business discipline
  • At least 2 years of experience in Financial Planning and Analysis, preferably within a large, complex organization
  • Advanced Excel skills
  • Strong PowerPoint skills
  • Strong analytical, problem-solving, and decision-making skills
  • Strong coordination and organizational skills
  • Ability to multi-task, meet tight deadlines and handle stressful situations
  • Ability to work independently in a small team, exhibit initiative and be proactive
  • Ability to organize and analyze large volumes of information
  • Comfortable working in a fast-paced, high-energy environment

PREFERRED QUALIFICATIONS


  • Knowledge of Zero-Based Budgeting
  • Experience with FP&A tooling/software (e.g., Anaplan, SAP)
  • Strong interpersonal and communication skills, oral as well as written
  • Experience in a financial services environment
Not Specified
Financial Advisor Wealth Management
Salary not disclosed
Houston, Texas 4 days ago

Grow your career with a nationally recognized RIA while serving members of one of Houston's premier credit unions.

Priority Financial Group (PFG) is seeking a Financial Advisor to join our growing partnership with Credit Union, a $1.2 billion financial institution serving members throughout the greater Houston metro area.

This position combines the stability of a salaried role with the earning potential and flexibility of an advisory practice.

This opportunity is ideal for someone who thrives in a relationship-driven, client-first environment.

About the Opportunity As a Financial Advisor, you'll be embedded within Credit Union branches, providing members with personalized financial planning and investment guidance.

You'll receive an active referral stream from branch employees and have opportunities for both branch coverage and an inherited book of business.

This is a true growth opportunity.

You'll work collaboratively with the Credit Union team to train staff on identifying referral opportunities, conduct member education workshops, and help expand the visibility of the investment program.

What You'll Receive Competitive base salary plus commissions and inherited book Comprehensive benefits package and W-2 employment structure Active referral pipeline from engaged Credit Union membership Office space and marketing resources provided by PFG and the Credit Union Access to PFG's advisor support team, Orion technology, Salesforce CRM, and full FinTech suite Training, compliance, and succession planning support from PFG's leadership team A collaborative environment focused on member relationships—not sales quotas Ideal Candidate Licensed Financial Advisor (Series 7 and 66 required) 2 years of client-facing advisory experience preferred CFP designation is a plus, but not required Strong communication and relationship-building skills Passion for delivering client-first, fiduciary advice d24ad0b8-823f-4e68-a892-2986ccdf7392

Not Specified
Remote Sales Representative – Financial Services
✦ New
Salary not disclosed
US, Remote 1 hour ago
We are hiring Remote Sales Representatives to join our growing financial services team.

In this role, you will work directly with clients who have requested information about life insurance and financial protection programs.

You’ll be trained to guide clients through their options and help them secure the right coverage for their needs.

This is a performance-based opportunity with strong income potential, ongoing training, and a clear path to leadership.
Remote working/work at home options are available for this role.
Not Specified
Financial Analyst - Hybrid
Salary not disclosed
Atlanta, Hybrid 2 days ago
DivIHN (pronounced “divine”) is a CMMI ML3-certified Technology and Talent solutions firm.

Driven by a unique Purpose, Culture, and Value Delivery Model, we enable meaningful connections between talented professionals and forward-thinking organizations.

Since our formation in 2002, organizations across commercial and public sectors have been trusting us to help build their teams with exceptional temporary and permanent talent.

Visit us at to learn more and view our open positions.

Please apply or call one of us to learn more For further inquiries regarding the following opportunity, please contact our Talent Specialist, Vijay at (63 Title: Financial Analyst
- Hybrid Duration: 2 Months Location: Hybrid at Northbrook, IL Schedule: 8:00 AM
- 5:00 PM Note: The position reports to the Manager of Corporate Accounting, based at our Northbrook Headquarters, with flexibility to work from our Chicago office.

This is a hybrid role, requiring on-site presence three days per week.

Only W2 candidates are eligible for this position.

Third-party or C2C candidates will not be considered.

Description: Position Purpose: We are seeking a highly motivated and detail-oriented Senior Accountant to support global accounting operations, strengthen internal controls, and drive process improvements.

This role will play a key part in month-end close, cross-functional initiatives, and special projects.

The ideal candidate is analytical, proactive, and capable of operating independently in a fast-paced, collaborative environment.

Duties and Responsibilities: Lead and execute month end, quarter end, and year end close activities, including journal entries and account reconciliations Perform variance analysis and investigate discrepancies Support internal and external audit requests Support maintenance of Oracle Account reconciliation portal Maintain supporting documentation and schedules in compliance with SOX requirements Support both internal and external audits by providing requested materials and actively participating in walkthroughs and testing with auditors and internal stakeholders Contribute to various accounting and finance initiatives, including system implementations, process improvements, and other special projects as assigned Education and Experience: Bachelor's degree in accounting required Minimum 5 years of total accounting experience Knowledge of ERP: Oracle preferred, Oracle ARCS and Kyriba Experience with improvement initiatives and enhancements Ability to have a collaborative style and work with cross-functional and international teams Strong GAAP knowledge, analytical, and problem-solving skills Excellent verbal and written communication skills CPA certification preferred About us: DivIHN, the 'IT Asset Performance Services' organization, provides Professional Consulting, Custom Projects, and Professional Resource Augmentation services to clients in the Mid-West and beyond.

The strategic characteristics of the organization are Standardization, Specialization, and Collaboration.

DivIHN is an equal opportunity employer.

DivIHN does not and shall not discriminate against any employee or qualified applicant on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status.

CPA, Oracle, GAAP, Oracle ARCS, Kyriba
Remote working/work at home options are available for this role.
Not Specified
Remote Chief Risk Officer for Digital Banking
$250 +
NJ, Remote 3 days ago
A recruitment and staffing agency is seeking a Chief Risk Officer for a remote position.

The role involves leading enterprise risk governance in digital banking operations, focusing on operational, regulatory, and financial risk.

With a requirement of over 12 years of risk leadership experience in banking or fintech, candidates should also hold a Bachelor's degree in Finance, Risk Management, or Business.

The compensation ranges from $250,000 to $380,000 plus bonuses and equity.
#J-18808-Ljbffr
Remote working/work at home options are available for this role.
Not Specified
Bilingual Customer Service Representative - 100 % Remote
✦ New
Salary not disclosed

Overview:

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

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

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

*** Location: Rancho Cordova, CA 95670

*** Duration: 3+ months

Important:

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

Job Overview:

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

Job Functions:

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

Required Qualifications:

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

Preferred Requirement:

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

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

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

Sam Banga

Lead Recruiter

Company Overview:

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

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

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

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


Remote working/work at home options are available for this role.
Not Specified
Bilingual Customer Service Representative
✦ New
🏢 Amerit Consulting
Salary not disclosed
Remote, Oregon 1 day ago

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

IMPORTANT:

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

RESPONSIBILITIES:

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

REQUIRED QUALIFICATIONS:

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

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

Recruiter Name: Jatin Rattan

Title: Senior Recruiter

E-mail:

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

Company Overview:

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

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

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


Remote working/work at home options are available for this role.
Not Specified
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