Integrated Power Services Jobs in Usa

Client Service Representative

Location: Novato, CA (Onsite)

Employment Type: Direct Hire

Industry: Financial Services

About the Company

Our client is a well‐established financial services firm dedicated to providing personalized financial planning and investment strategies built on trust, integrity, and long‐term relationships. Their team supports high‐net‐worth individuals and families with a comprehensive, fiduciary approach to wealth management and client service. The firm prides itself on professionalism, confidentiality, and delivering an exceptional client experience.

Position Overview

The Client Service Representative is a key member of the client experience team and serves as the primary point of contact for clients. This role supports advisors and operations by managing client communications, account administration, and service requests while maintaining the highest standards of accuracy, confidentiality, and professionalism.

The ideal candidate is detail‐oriented, service‐driven, and thrives in a fast‐paced, highly regulated financial services environment.

Key Responsibilities

• Serve as the first point of contact for clients via phone, email, and in person, delivering professional and responsive service
• Manage and maintain client accounts using Redtail CRM and LPL ClientWorks, ensuring accuracy and completeness of records
• Assist with client onboarding, account updates, and service requests
• Coordinate electronic document processing, including e‐signatures and compliance documentation
• Support advisors and operations with scheduling, Zoom meetings, and client follow‐ups
• Collaborate with internal team members to update and process client account changes
• Handle client inquiries and concerns with professionalism, initiative, and discretion
• Maintain strict confidentiality and adhere to compliance requirements, including fingerprinting, attestations, and training participation

Qualifications & Skills

• Previous experience in client service, administrative support, or account management
• Experience in wealth management, financial services, or private client environments strongly preferred
• Proficiency with CRM systems; Redtail CRM experience highly desirable
• Strong organizational and time‐management skills with the ability to prioritize effectively
• Excellent verbal and written communication skills with a strong customer‐service mindset
• High level of professionalism, discretion, and attention to detail
• Ability to work independently while collaborating in a team‐oriented office environment
• Familiarity with financial industry compliance standards is a plus

Position Summary

The Mortgage Servicing Administrator performs day-to-day loan servicing functions for CapCenter’s mortgage servicing portfolio, with a primary focus on escrow administration, payment processing, and custodial account management. This role is critical to ensuring compliance with GSE servicing requirements (Fannie Mae and Freddie Mac) and maintaining accurate borrower account records within CapCenter’s servicing platform.

The ideal candidate brings hands-on experience in mortgage loan servicing operations, a strong understanding of escrow management workflows, and the ability to execute detailed procedures in a regulated environment. Essential duties and responsibilities include but are not limited to the following.

Escrow Administration

• Perform annual escrow analyses, including surplus disbursements, shortage collection, and deficiency resolution in accordance with RESPA requirements.
• Process escrow disbursements for property taxes, homeowner’s insurance, mortgage insurance, and flood insurance, ensuring timely payments to taxing authorities and insurance carriers.
• Monitor escrow accounts for accuracy, reconcile discrepancies, and resolve borrower inquiries related to escrow balances and adjustments.
• Manage escrow cushion calculations and ensure compliance with aggregate accounting requirements.
• Process insurance loss draft claims and track disbursement of funds for property repairs.

Payment Processing & Loan Administration

• Process and apply borrower payments including regular monthly payments, principal curtailments, and payoff proceeds.
• Monitor and manage suspense accounts, ensuring unapplied funds are properly resolved within required timeframes.
• Process ACH/recurring payment enrollments and manage payment reversals, NSF transactions, and payment corrections.
• Assist with loan boarding activities for newly originated or acquired loans, verifying data integrity across servicing system fields.
• Generate and distribute periodic borrower statements, payment histories, and year-end tax documents (1098s).

Custodial Accounting & Reporting

• Support custodial account reconciliation processes, ensuring proper separation between investor funds (P&I and T&I custodial accounts) and corporate operating accounts.
• Assist with preparation of investor remittance files and reporting to Fannie Mae and Freddie Mac as required.
• Maintain accurate records supporting net servicing fee calculations and servicer revenue recognition.

Compliance & Quality Control

• Execute servicing functions in compliance with Fannie Mae Servicing Guide, Freddie Mac Servicing Guide, RESPA, TILA, Regulation E, and other applicable federal and state regulations.
• Participate in quality control reviews and internal audits, assisting with remediation of identified deficiencies.
• Maintain organized documentation and audit trails for all servicing transactions.
• Assist with regulatory exam preparation and respond to examiner information requests as directed.

Borrower Communication & Support

• Serve as a point of contact for borrower inquiries related to escrow, payment application, and general servicing questions.
• Draft and process borrower correspondence including escrow analysis statements, payment change notices, and regulatory disclosures.
• Support early-stage delinquency outreach and loss mitigation intake activities as needed.

Required Qualifications

• Minimum 2–4 years of experience in mortgage loan servicing operations.
• Demonstrated experience in escrow administration, including annual escrow analysis, tax and insurance disbursements, and escrow shortage/surplus processing.
• Working knowledge of RESPA, TILA, Regulation E, and GSE servicing requirements (Fannie Mae and/or Freddie Mac).
• Experience with mortgage servicing platforms (FICS Mortgage Servicer experience strongly preferred).
• Proficiency in Microsoft Office Suite, particularly Excel for reconciliation and data validation tasks.
• Strong attention to detail and ability to work accurately in a deadline-driven, compliance-focused environment.
• Bachelor’s degree in business, finance, or related field preferred.

Preferred Qualifications

• Experience working within a Fannie Mae or Freddie Mac approved servicer environment.
• Familiarity with custodial accounting practices and investor reporting.
• Experience with loan boarding, payoff processing, and suspense account management.
• Knowledge of collections and early-stage loss mitigation procedures.
• Prior experience in a start-up or build-out servicing operation.

Job Description

The team leader is responsible for managing the team involved in auditing end to end mortgage life cycle comprising active & default servicing activities (Eg. Foreclosure, Bankruptcy, Cashiering, Escrow, Loss Mitigation, Claims, Property preservation, HELOC etc.)

Responsibilities:

• Maintain monthly performance measurements: Timeliness, production goals, compliance/regulatory, and customer satisfaction
• Manages the day-to-day operations of the mortgage servicing associates. Ensures compliance with state and federal lending laws and investor guidelines
• Develops, analyzes, and completes monthly reports in order to track and monitor production, efficiency, compliance with investor guidelines against stated objectives and associate quality against established standards
• Disseminates policies, procedures, and announcements to staff in a timely manner and conducts regular and recurring meetings with staff in order to build an effective communication flow.
• Maintain quality and production standards as defined by business. Perform other job-related duties and special projects as required.
• Develops performance standards and measurements for staff in order to accurately assess actual performance against established goals.

Additional responsibilities of the TL includes:

• Maintaining service level standards
• Perform internal Quality check, providing floor support and feedback to other staff.
• Responding to all emails efficiently

Person Specification

Knowledge/Experience:

• Minimum 1-3 years of Team Handling experience
• Minimum 5-8 years of US Mortgage active as well as default servicing experience

Competencies/Skills:

• Strong communication skills, verbal and written.
• Strong analytical skills
• Demonstrated ability to resolve complicated issues as they arise.
• Proven organizational skills and demonstrated ability to prioritize and multi-task.

Skills:

• Flexible (Willingness to work in night shift),
• Knowledge of MS Office
• Positive and flexible attitude
• Attention to detail.
• Customer focused.
• Good Team Player/Strong Interpersonal skills

Job Responsibilities

• Deliver meals to patients using the Room Service program, ensuring accuracy of delivery to the correct patient, room, or nursing unit
• Position meal trays appropriately for patients, such as placing trays on bedside tables for ease of access and comfort
• Measure and record patients' intake when required by physician orders or nursing care protocols, maintaining accurate documentation
• Assist patients and family members with menu selection, providing guidance and clarification using trained scripting techniques
• Respond to patient and family questions regarding meals and menu options with professionalism, courtesy, and empathy
• Use computerized scanning devices to track meal delivery status in the Room Service system for accurate and timely updates
• Retrieve soiled trays from patient rooms and inspect them for personal belongings, medical devices, or medications before returning them to the kitchen
• Deliver floor supplies, snacks, and nutritional supplements to nursing units, and monitor stock levels of tube feedings and supplements to maintain par levels
• Communicate with nursing staff about any special meal requests, delays, or concerns regarding patient dietary needs or preferences
• Clean and sanitize meal delivery carts, trays, and dishware using commercial dish machines and cleaning equipment, following safety guidelines
• Maintain a clean and safe work environment by practicing proper food handling, sanitation procedures, and recording required HACCP temperature logs
• Perform routine restocking of trays and nourishment items, assist with detailed cleaning tasks in the kitchen or service areas, and dispose of trash or recyclables according to facility policy

Position Qualifications

Preferred:

• High School or Equivalent

Work Environment

• As a Room Service Associate, you'll work in a fast‐paced, dynamic environment that requires physical stamina and attention to safety. The role involves standing and walking for extended periods, often in areas with high foot traffic and limited space. You'll be exposed to varying temperaturesincluding brief periods in extreme heat or coldas you move between kitchen areas, delivery routes, and occasionally to outlying buildings.
• The kitchen environment can be noisy, with occasional wet floors and exposure to sharp tools and equipment such as slicers and grinders. Tasks may include bending, stooping, reaching overhead, and lifting items up to 40 lbs, as well as pushing and pulling food carts or equipment in and out of the department. Proper use of personal protective equipment (PPE)including a cutting glove, apron, goggles, safety shoes, and chemical‐resistant glovesis required to ensure your safety while performing daily tasks.

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Age of Patients Served

• All Age Groups

HIPAA Roles‐Based Access to Patient Information

• None ‐ No access to patient information ‐ Level 0

Required

Preferred

Job Industries

• Other

DCI Donor Services (DCIDS) is looking for a dynamic and enthusiastic team member to join us to save lives!! Our mission at DCIDS is to save lives through organ donation and we want professionals on our team that will embrace this important work!! We are currently seeking a Customer Service and Distribution Manager. The Customer Service and Distribution Manager will serve as a member of the Tissue Bank’s management team with responsibility for managing customer relationships and delivering exceptional service. This role contributes to the Tissue Bank’s strategic objectives of revenue growth through the effective management of inventory, coordination of returns/transfers, production planning, order fulfillment, and contract management. It ensures DCI Donor Services remains in compliance with all regulatory guidelines with respect to management of tissue, and recruits, develops and retains talent to create a best-in-class Distribution organization

COMPANY OVERVIEW AND MISSION

For over four decades, DCI Donor Services has been a leader in working to end the transplant waiting list. Our unique approach to service allows for nationwide donation, transplantation, and distribution of organs and tissues while maintaining close ties to our local communities.

DCI Donor Services operates three organ procurement/tissue recovery organizations: New Mexico Donor Services, Sierra Donor Services, and Tennessee Donor Services. We also maximize the gift of life through the DCI Donor Services Tissue Bank and Sierra Donor Services Eye Bank.

Our performance is measured by the way we serve donor families and recipients. To be successful in this endeavor is our ultimate mission. By mobili

With the help of our employee-led strategy team, we will ensure that all communities feel welcome and safe with us because we are a model for fairness, belonging, and forward thinking.

Key responsibilities this position will perform include:

1. Ensures sales goals and budget objectives are met through fulfillment of customer orders and unsurpassed customer service. Creates and distributes inventory report to ensure customers in DCIDS’s donor service areas have first choice to available grafts. Communicates tissue availability to Distributors and Contract Partners as appropriate.
2. Determines appropriate “par” levels for tissue inventory to ensure DCIDS can provide appropriate service levels to its customers. Represents Distribution at Production Planning meetings, providing demand requirements based on sales forecasts and processing leads times.
3. Maintains a month-on-hand report to monitor and address low demand inventory. Acts as part of team to create programs/pricing or identify alternative outlets to ensure tissue is utilized. Communicates these programs to customers as appropriate.
4. Ensures that Distribution department is compliant with all regulatory requirements related to storing, shipping, returning or transferring human donated tissue. Has clear understanding of the Center for Biologics Evaluation and Research (CBER) regulations for HCT/Ps established in 21 CFR Parts 1270 and 1271. Supports Account Managers and Inside Sales Specialists with directions on handling tissue requirements in the field.
5. Manages sales agreements with client hospitals, group purchasing organizations (GPOs), distributors and others. Works with Director of Sales to discover requirements to win the contract. Leads negotiation of contract terms. Manages contracts to track renewal dates, alerting management team to any required action. Renegotiates terms as appropriate.
6. Supports Distributor relationships by monitoring distribution revenue, calculating commissions, and securing authorization for timely payment.
7. Monitors, reports and presents revenue results and tissue utilization to senior management, medical management and medical directors. Supports Sales team with Quarterly Territory Reviews reports.
8. Recruits, retains, and develops results driven Distribution team. Advises and counsels, assists, and directs activities to ensure ongoing high performance. Implements timely corrective action when necessary. Identifies training needs to ensure Customer Service Coordinators are proficient in inventory management, regulatory requirements, and interacting with clinical customers.
9. Recommends capital equipment and expense budgets. Reviews and approves expense reports and takes necessary steps to keep expenses within approved budgets and policies.
10. Performs other duties as assigned.

The ideal candidate will have:

• Associate’s Degree required/Bachelor’s Degree preferred in related field
• Minimum 5+ years of medical device, banked human tissue, or biotechnology sales/marketing experience
• CTBS required within first year of employment
• Working knowledge of computers and Microsoft Office applications to include Word, PowerPoint and Excel are required.
• Observes, listens to and talks with employees and others. Stands, sits, and walks. Reads and writes a variety of reports and documents. Travels to OPO and hospital facilities. Lifts up to 50 pounds.

We offer a competitive compensation package including:

• Up to 184 hours of PTO your first year
• Up to 72 hours of Sick Time your first year
• Two Medical Plans (your choice of a PPO or HDHP), Dental, and Vision Coverage
• 403(b) plan with matching contribution
• Company provided term life, AD&D, and long-term disability insurance
• Wellness Program
• Supplemental insurance benefits such as accident coverage and short-term disability
• Discounts on home/auto/renter/pet insurance
• Cell phone discounts through Verizon
• Monthly phone stipend

**New employees must have their first dose of the COVID-19 vaccine by their potential start date or be able to supply proof of vaccination.**

You will receive a confirmation e-mail upon successful submission of your application. The next step of the selection process will be to complete a video screening. Instructions to complete the video screening will be contained in the confirmation e-mail. Please note - you must complete the video screening within 5 days from submission of your application to be considered for the position.

DCIDS is an EOE/AA employer – M/F/Vet/Disability.

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