Shield Financial Services Jobs in Usa
15,038 positions found — Page 2
Your potential has a place here with TTEC's award-winning employment experience.
As a Customer Service Representative
- Financial Services, working onsite in Charlotte, NC you'll be a part of bringing humanity to business.
experienceTTEC.
You'll provide white glove support to customers of an asset and wealth management company that combines the entrepreneurial spirit of a start-up with more than 150 years of experience.
Our employees have spoken.
Our purpose, team, and company culture are amazing and our Great Place to Work certification in the United States says it all! What You'll be Doing Do you have a passion for helping others navigate through their online banking needs? Whether it's getting answers for customers quickly, consulting on products, or finding resolutions for their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one.
During a Typical Day, You'll Answer questions about products via phone while providing website navigation support and assisting with the application process Access multiple electronic systems at once and document steps taken to efficiently and accurately complete the request Meet established goals for all performance metrics including call quality, productivity, and schedule adherence Participate in projects or process improvements to drive operational excellence What You Bring to the Role 1 year of customer service experience High school diploma or equivalent Recognize, apply and explain your product or service knowledge Computer experience Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook) What You Can Expect Supportive of your career and professional development An inclusive culture and community minded organization where giving back is encouraged A global team of curious lifelong learners guided by our company values Base wage of $19 per hour plus performance bonus opportunities And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives Visit for more information.
A Bit More About Your Role We're committed to ensuring you have the skills and support to be successful in your role throughout your career.
From your first day in training, through individualized webcam-enabled, engagement and coaching, on into 1000s of free courses to support your career growth wherever that may take you.
And we know that you bring with you the one necessary ingredient that can't be taught – a caring and supportive nature that will shine through as you help customers.
Our TTEC community is here for you as one dynamic, global family.
You'll report to a Team lead.
You'll contribute to the success of the customer experience and the overall success of the team.
About TTEC Our business is about making customers happy.
That's all we do.
Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology.
On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day.
These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams.
We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity.
We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work.
As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.
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Job title: Director of Patient Financial Services
Location: Camden, NJ
Job Type: Full Time, Day Shift, 3 days work from home (can choose what days are in office)
Job Description
The Director of Patient Financial Services provides strategic leadership and oversight of healthcare receivables operations, including patient registration, billing, accounts receivable, cash management, and financial reporting. This role is responsible for optimizing revenue cycle performance, ensuring regulatory compliance, and driving accurate claim submission and timely reimbursement across the organization. The Director will lead a combined team of approximately 75 staff across multiple locations and will partner closely with operational and executive leadership to improve financial outcomes. This role leverages deep expertise in hospital billing, reimbursement, and financial eligibility to resolve complex issues, analyze performance trends, and implement process improvements aligned with organizational goals.
Key Responsibilities
- Provide strategic and operational leadership for all healthcare receivables functions, including billing, AR, cash management, and reporting Directly manage and develop management teams overseeing approximately 75 staff across multiple facility operations
- Ensure compliance with federal, state, payer, and industry regulations Analyze and resolve complex claim submission and reimbursement issues across departments
- Utilize Epic to support enterprise billing, AR workflows, and reporting Oversee budgeting, forecasting, auditing, AR and reserve analysis, and financial performance reporting
- Monitor healthcare financial indicators and lead continuous improvement initiatives
Minimum Qualifications:
- Bachelor’s degree required; Master’s degree in healthcare administration, business, finance, or a related field preferred
- Minimum 5 years of progressive management experience in healthcare receivables or revenue cycle operations
- In‑depth knowledge of hospital billing, reimbursement, and AR processes
- Strong financial acumen and executive‑level communication skills
Plus (Strongly preferred):
- In‑depth working knowledge of Epic
Compensation
$170,000 to $190,000 per year annual salary
Exact compensation may vary based on several factors, including skills, experience, and education.
Position Title: Senior Salesforce Engineer- Financial Services Cloud Locations: Rockford_IL Time Type: Full time Req ID: JR1200-Rockford_IL At Midland, we’re proud to be a little different.
You can see it in our bright orange signs-but there’s more to it than that.
With our heartfelt and personalized approach, we’re focused on meeting every customer’s needs with the brightest solutions.
For more than 140 years, we’ve learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success.
And this goes beyond traditional banking.
We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all.
Our humble ambition keeps us growing, giving back, and looking ahead.
We’re innovating and optimizing our services to ensure we stay unique
- providing strength you can count on with heart you can feel.
You might say we’re unlike any other bank.
And you’d be right." At Midland States Bank, base salary is one component of our Total Rewards program.
Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience.
This position offers additional compensation in the form of short-term incentives (i.e.
bonus and/or commission) and may include long-term incentives (i.e.
stock awards).
Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off.
Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan.
Incentives and benefits are subject to eligibility requirements.
Salary Range: $88,000-$130,000/annually Position Summary This position is responsible for designing, integrating, building, and maintaining Salesforce-based Sales and Financial Services solutions within Midland States Bank.
The role ensures scalable, secure, and compliant solutions using the Salesforce Financial Services Cloud platform, supporting business objectives and optimizing system functionality.
The Senior Solutions Engineer reports to the Team Lead
- Salesforce.
Responsibilities: Design and architect scalable and efficient Salesforce Financial Services Cloud solutions aligned with business needs.
Evaluate and recommend technical solutions, including AppExchange products, to enhance functionality.
Manage Salesforce system administration: custom objects, fields, layouts, validation rules.
Implement automation: workflows, approval processes, and rules to streamline operations.
Ensure data governance: audits, data management, and quality standards adherence.
Design and execute test plans for solution validation.
Lead Salesforce integrations ensuring consistency and information flow across systems.
Collaborate with stakeholders to evaluate integration needs and maintain implementations.
Provide technical mentorship to junior team members and serve as a subject matter expert.
Support automations, workflows, and approvals for Sales Cloud, Service Cloud, and Marketing Cloud.
Share best practices, industry trends, and new features with the team and contribute to the development of internal knowledge resources.
Stay current on Salesforce updates and industry best practices.
Be task-focused and adaptable in a dynamic work environment.
Present ideas clearly and concisely to technical and non-technical audiences.
The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed.
May require work in a Midland office to ensure collaboration and support of internal and external customers.
Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
Other duties as assigned.
Requirements: Bachelor’s degree in Computer Science, Management Information Systems, Accounting, Finance, or related field.
Minimum 7 years of Salesforce experience, including 3 years with Financial Services Cloud or related financial implementations.
Experience with Salesforce Industries OmniStudio and deployment in banking environments.
Knowledge of sales and marketing methodologies including account/territory/opportunity management, demand generation, and lead nurturing.
Experience with Salesforce tech stack (administration, JavaScript, Lightning Design System, Apex, Visualforce).
Experience with analysis/reporting tools such as Salesforce, SAS BI, MS BI, or Tableau.
Salesforce certifications (e.g., Admin, Advanced Admin, Platform) preferred.
Ability to diagram customer processes and recommend effective changes.
Ability to manage multiple priorities in a dynamic, fast-paced environment.
Strong communication skills (written, verbal, and presentation).
Excellent organizational and time management skills.
or similar CRM proficiency.
Understanding of customer and partner relationship strategies.
Knowledge of the customer journey and ability to map touchpoints to the sales process.
Basic understanding of API and REST.
Basic knowledge of database architecture.
Experience in ITIL or formal SDLC methodologies.
Excellent oral, written, and interpersonal communication skills with the ability to instruct others, interpret documents, and write reports and correspondence.
Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
Experience with the sales process, cycles and methodology, including: Familiarity with Salesforce Industries OmniStudio Framework.
Experience migrating Salesforce orgs or deploying FSC in a banking or financial institution.
Account/territory management Opportunity management Contact management Business development Professional services Partner management Technical consulting Service engineering Experience with marketing activity, including: Demand generation Lead nurturing Customer profiling Social & digital media Campaign influence tracking Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company.
We’re proud to be an Equal Opportunity and Affirmative Action employer.
At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at
Midland States Bank may use automated tools and artificial intelligence (“AI”) to assist with recruiting, screening, and hiring decisions.
In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 88 Yearly Salary PI400a89af37d1-25448-38959719
Senior Account Executive – Enterprise Financial Services
Location: Columbus, Ohio
We are partnering with a nationally established IT staffing and technology consulting firm expanding its enterprise footprint across the Great Lakes region. With strong delivery capabilities and long-standing financial services relationships, the organization is investing in strategic revenue growth across Ohio.
We are seeking a high-performing Senior Account Executive to drive net-new enterprise logo acquisition and expand financial services accounts across the region.
The Role
This is a growth-focused, enterprise sales position responsible for:
- Hunting and landing new enterprise logos
- Creating executive-level access (CIO, CTO, CFO, and technology leadership)
- Building and managing full-cycle sales opportunities
- Expanding financial services and regulated industry accounts
- Partnering closely with delivery and account strategy teams
This is not a maintenance role. The ideal candidate is comfortable building pipeline from scratch and converting strategic opportunities into long-term enterprise partnerships.
Target Market
- Regional and national banks
- Financial institutions
- FinTech organizations
- Insurance carriers
- Enterprise healthcare and adjacent regulated industries
Experience selling into regional banks or enterprise financial institutions is highly attractive.
Ideal Background
- 5+ years of business development or account executive experience within IT staffing or technology consulting
- Proven track record of net-new logo acquisition
- Experience navigating complex enterprise buying cycles
- Strong executive presence and consultative selling approach
- Demonstrated ability to generate and manage multi-million-dollar revenue streams
What Success Looks Like
- Consistent enterprise pipeline generation
- Executive introductions and strategic access
- Net-new revenue growth
- Long-term account expansion within financial services
Compensation
Base salary of $60,000 – $80,000 plus uncapped commission.
Strong performers are expected to exceed $130K+ in total earnings.
This role includes access to a high-visibility, active account to help accelerate early success.
PURPOSE OF POSITION:
Develops and executes the strategic vision for Patient Financial Services (“PFS”) functions across all Cape Cod Healthcare ("CCHC") entities. Provides leadership and oversight of key operational and financial decisions pertaining to all insurance and patient Accounts Receivable (“AR”) resolution, denials management, customer service and billing compliance. Coordinates with the VP of Revenue Cycle and/or CFO to develop yearly metrics and is responsible for managing people and processes to achieve or exceed CCHC’s revenue cycle goals and performance metrics expectations. Has responsibility to timely budget submission and ongoing management to budget expectations. Leads or serves on CCH revenue cycle process improvement task forces and committees.
PRIMARY DUTIES AND RESPONSIBILITIES:
- Directs the performance of CCHC Patient Financial Services Accounts Receivable (AR) including but not limited to Billing, Insurance Follow-Up, Customer Service, Denials Prevention and Management and Vendor Management.
- Responsible for hiring, coaching, and otherwise developing direct reports and creating or ensuring creation of a structure for employee onboarding and ongoing development.
- Collaborates with the CFO and VP of PFS & Revenue Cycle to set goals, identify opportunities to improve AR resolution, resulting in payment based on industry Key Performance Indicators (“KPIs”) for Patient Financial Services and Revenue Cycle.
- Responsible for measurement and reporting of ongoing financial and operational performance. Ensure the implementation of action plans where performance is not meeting expectations and recognizing areas of excellence.
- Lead the implementation of best practice strategies to increase cash flow and turnaround time in account resolution.
- Demonstrates a commitment to exceptional customer satisfaction to all parties. Appropriately assesses who our customers are (e.g. anyone the individual has a responsibility to serve inside and/or outside the Health System). Conducts self in a polite, forthright manner, articulately communicating with others and using discretion, judgment, common sense and timeliness in customer service decision -making.
- Create, monitor and perform within established budgets.
- Develop, implement, and manage efficient and effective operational policies, procedures, processes and performance monitoring across all Patient Financial Services functions. Ensure that all PFS employees and process owners are held accountable and are meeting established standards and goals.
- Ensure PFS employees across all functions are trained and comply with established policies, processes, and quality assurance programs.
- Identify potential process improvements through Patient Financial Services, and lead the design and implementation as required.
- Coordinate and oversee all third party AR and payment application process transition points between Patient Financial Services and other functional areas within the revenue cycle organization.
- Monitor and facilitate service level agreements (“SLAs”) between Patient Financial Services and other related functions, within both Revenue Cycle and Clinical Operations as necessary.
- Coordinate with peers across the Revenue Cycle organization, and with related stakeholders, on the management of third-party denials by working with the onsite Revenue Cycle Integration leaders, Patient Access Services and middle Revenue Cycle functions, Professional Revenue Cycle, Home Health and Hospice, and Behavioral Health to identify trends and implement denials prevention and/or recovery programs.
- Routinely conduct payer trend analysis to ensure optimal processing and reimbursement, identify issues, communicate findings to CCHC PFS stakeholders, define solutions and initiate resolution.
- Coordinate with peers across the Revenue Cycle organization on the management of PFS edits by working with the Unbilled Committee to identify trends and implement modifications to workflow to limit pre-billing edits.
- Build strong relationships and facilitate productive communication between key revenue cycle stakeholders, including peer leaders of Revenue Cycle services and core support departments (e.g., Human Resources, IT, Finance, Managed Care, etc.)
- Develop and maintain effective payer working relationships.
- Assess direct reports’ performance on a consistent basis and provides feedback to reward effective performance and enable proactive performance improvement steps to be taken.
- Consistently provides service excellence to all patients, family members, visitors, volunteers and co-workers.
- Challenges current working practices; identifies process improvement opportunities and presents recommendations and solutions to management. Engages and commits to the organization’s culture of continuous improvement by actively participating, supporting, and promoting CCHC Pillars of Excellence.
EDUCATION/EXPERIENCE/TRAINING:
- Bachelor's degree in Business Administration, Healthcare Management or related discipline preferred or the equivalent combination of education and experience.
- Minimum of five to seven years of relevant experience with a track record of progressively responsible positions in a complex healthcare organization such as a multi-hospital system, large group practice or a major healthcare consulting firm preferred.
- Minimum of three to five years of supervisory/management experience. Prior experience in a union environment preferred.
- Strong technical grounding, project management and implementation experience required. Proven leadership abilities and comprehensive knowledge of healthcare information systems. Epic Single Business Office (SBO) and clearinghouse experience preferred.
- Strong working knowledge of regulatory requirements, payer requirements, billing coding requirements (ICD, CPT, HCPCs, etc.), general revenue cycle management strategies, and industry best practices.
- Thorough knowledge of metrics, analytics, and data synthesis in healthcare patient financial services and revenue cycle management to identify trends, produce reliable forecasts and projections.
- Strong analytical and critical thinking, organizational, and business process optimization skills, with in-depth ability to develop and pursue goals, synthesize data to identify system vulnerabilities and develop and apply innovative solutions.
- Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
- An understanding of the psychology of complex corporate relationships, and an ability to influence within such an environment.
- Excellent communication and organizational skills are required, with the ability to effectively communicate to physicians, patients, staff, payers and administration. Above average understanding of how, when, and to what extent different hospital departments relate to and communicate with one another.
Pay Range Details:
The pay range displayed on each job posting reflects the anticipated range for new hires. A successful candidate’s actual compensation will be determined after taking factors into consideration such as the candidate’s work history, experience, skill set, and education. This is not inclusive of the value of Cape Cod Healthcare’s benefits package (if applicable), which includes among other benefits, healthcare/dental/vision and retirement. For annual salaries this is based on full-time employment.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
It is all about learning and growing. Our Bank Customer Service & Sales role may be a new career for you. There’s a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, and e-learning modules. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership.
We are currently seeking dedicated professionals to work in our Phoenix office for future customer service and sales opportunities in 2026. The office is located at Norterra Dr. (Happy Valley) and I-17. We have various schedules ranging from 6:00 am to 10:00 pm local time. These roles include a shift differential of 15% for any weekday hours worked after 6:00 pm and any hours worked on Saturday or Sunday. Weekly work schedules vary and will include one weekend day. We have new training classes starting every month. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.
As a Bank Customer Service & Sales Representative, you'll work within defined guidelines to facilitate the financial security of members through needs-based sales and service conversations on a single Banking line of business or product set (for example, deposits, credit cards, and website customer support). In this role, you will make a difference to our members as you identify immediate and underlying financial needs and respond with relevant solutions through offering USAA Banking products and services.
What you'll do:
Handle inbound member calls in a fast-paced contact center environment
Use effective communication probing questions and critical thinking skills to identify member needs and provide relevant solutions which may include offering banking products
Efficiently navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels.
Develop banking product knowledge to attract new members and expand relationships with current members through product acquisition
Advise and educate members on available USAA digital tools and resources to improve the user experience
Provide outstanding member service by demonstrating empathy, active listening, and professionalism
Apply strong time and call management skills in assisting members with banking needs
Embrace continuous improvement and development through coaching and collaboration with manager and team members
What you have:
High School Diploma OR GED
Ability to provide outstanding customer service for our members by communicating clearly and professionally by phone or email to process banking requests and provide information on banking products
Ability to prioritize and multi-task while navigating through multiple business applications
Strong interpersonal and communication skills
Successful completion of a job-related assessment is required
What sets you apart:
1 year of proven customer engagement in a needs‑based sales environment, demonstrating your ability to assess client needs, recommend appropriate solutions, and build trust—core expectations in financial advisory and service roles.
Experience thriving in a high‑volume, fast‑paced contact center
Over six months of high‑volume phone engagement (60%+), demonstrating strong communication, de‑escalation skills, and confidence handling complex customer matters.
US military experience through military service or a military spouse/domestic partner
Compensation range: The hiring range for this position is: $43,680.00 - $44,680.00
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
It is all about learning and growing. Our Bank Customer Service & Sales role may be a new career for you. There’s a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, and e-learning modules. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership.
We are currently seeking dedicated professionals to work in our Phoenix office for future customer service and sales opportunities in 2026. The office is located at Norterra Dr. (Happy Valley) and I-17. We have various schedules ranging from 6:00 am to 10:00 pm local time. These roles include a shift differential of 15% for any weekday hours worked after 6:00 pm and any hours worked on Saturday or Sunday. Weekly work schedules vary and will include one weekend day. We have new training classes starting every month. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.
As a Bank Customer Service & Sales Representative, you'll work within defined guidelines to facilitate the financial security of members through needs-based sales and service conversations on a single Banking line of business or product set (for example, deposits, credit cards, and website customer support). In this role, you will make a difference to our members as you identify immediate and underlying financial needs and respond with relevant solutions through offering USAA Banking products and services.
What you'll do:
Handle inbound member calls in a fast-paced contact center environment
Use effective communication probing questions and critical thinking skills to identify member needs and provide relevant solutions which may include offering banking products
Efficiently navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels.
Develop banking product knowledge to attract new members and expand relationships with current members through product acquisition
Advise and educate members on available USAA digital tools and resources to improve the user experience
Provide outstanding member service by demonstrating empathy, active listening, and professionalism
Apply strong time and call management skills in assisting members with banking needs
Embrace continuous improvement and development through coaching and collaboration with manager and team members
What you have:
High School Diploma OR GED
Ability to provide outstanding customer service for our members by communicating clearly and professionally by phone or email to process banking requests and provide information on banking products
Ability to prioritize and multi-task while navigating through multiple business applications
Strong interpersonal and communication skills
Successful completion of a job-related assessment is required
What sets you apart:
1 year of proven customer engagement in a needs‑based sales environment, demonstrating your ability to assess client needs, recommend appropriate solutions, and build trust—core expectations in financial advisory and service roles.
Experience thriving in a high‑volume, fast‑paced contact center
Over six months of high‑volume phone engagement (60%+), demonstrating strong communication, de‑escalation skills, and confidence handling complex customer matters.
US military experience through military service or a military spouse/domestic partner
Compensation range: The hiring range for this position is: $43,680.00 - $44,680.00
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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.
We are currently seeking candidates for a Legal Associate role with a well-established asset management firm located in Boston, MA. This role sits within the Legal & Compliance organization and supports the firm’s Client Platform, with a primary focus on contracting and documentation. The Legal Associate will be responsible for drafting, reviewing, and negotiating a range of client-facing agreements while also supporting process improvement and legal technology initiatives, including AI-enabled solutions. The ideal candidate will have 4–5+ years of experience in a legal or contracting role within the financial services industry.
This is a 6-month contract position paying between $42–$48/hour (depending on experience). This role supports a hybrid work model of four days per week onsite, one day remote in Boston, MA.
Responsibilities:
• Assist with contracting and documentation supporting the Client Platform, including drafting, reviewing, and negotiating investment management agreements, amendments, ancillary documentation, RFPs, and non-disclosure agreements.
• Serve as a primary point of contact for the Advisory Legal team, as well as business development and relationship management professionals.
• Collaborate with other members of the Legal team in connection with complex contracting and documentation matters.
• Support resolution of complex documentation issues and assist in establishing controls and processes where required.
• Contribute to the development and implementation of technology solutions related to the contracting process, including AI tools and Microsoft Power Apps.
• Participate in the ongoing development and improvement of legal processes, design, and operational efficiency.
• Provide additional legal and documentation support as needed.
Qualifications:
• Bachelor’s degree in Legal Studies or a related field required.
• 4–5+ years of paralegal experience required; senior paralegals or junior lawyers strongly preferred.
• Must have experience within the financial services industry; asset management experience is highly preferred.
• Prior experience in a legal or contracting function at an asset manager, financial institution, or large corporate organization.
• Hands-on experience negotiating contracts, including NDAs and exposure to RFPs.
• Strong interest in legal technology, process design, and operational improvement initiatives.
• Excellent written and verbal communication skills, with the ability to distill and communicate complex legal concepts clearly.
• Strong business judgement, collaboration skills, and a pragmatic, risk-aware approach to contracting.
• Ability to work independently while also contributing effectively within a team environment.
• Language skills are a plus but not required.
For immediate consideration, interested and qualified candidates should send their resume to Jackson at
Hiring a Financial Counselor in Anaheim, CA!
- Fully On-Site in Anaheim
- M-F 8am-4:30pm
- 6month contract to hire
Required Skills & Experience
- Experience with insurance verification
- Strong understanding of deductibles, copays, and coinsurance
- Knowledge of authorization requirements
- Experience with claim submission and follow-up
- Understanding of payer types including Commercial, Medicare, Medi‑Cal, HMO, and PPO
- Ability to clearly explain benefits and how they impact a patient’s bill
- Comfortable collecting payments upfront and discussing financial options
- 6+ months experience in a related healthcare financial role
- High School Diploma or GED
Nice to Have Skills & Experience
- Experience in a commercial claims hospital environment
- Familiarity with claims portals or systems
- Prior experience in a high-volume call or business office setting
Job Description
The Financial Counselor supports the Business Office by managing patient financial intake and back-end claims operations. This role is primarily administrative and data-driven, with limited patient-facing interaction, and requires strong knowledge of insurance verification, claims processing, and payer requirements. Approximately 10% of the role involves patient interaction, while the majority focuses on data entry, auditing, claims submission, and high-volume inbound/outbound calls.
