Financial Services Specialist
3 weeks ago
New York Life Insurance Company, a mutual organization with a 179-year history of commitment to social responsibility, is seeking a Financial Services Professional in Metro Jacksonville.
This full-time on-site position involves providing financial planning, retirement planning, and financial services to clients on a daily basis. The successful candidate will be responsible for developing and implementing comprehensive financial strategies to help individuals achieve their long-term goals.
The ideal candidate will possess strong analytical and problem-solving skills, as well as excellent interpersonal and communication skills. A bachelor's degree in Finance, Business, Economics, or a related field is preferred, along with relevant certifications such as CFP or CFA.
Estimated Annual Salary: $60,000 - $80,000, depending on experience and qualifications.
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Financial Operations Specialist
2 weeks ago
Jacksonville, Florida, United States Triad Financial Services, Inc. Full timeAre you a detail-oriented and organized individual looking for a new challenge? We are seeking a Financial Operations Specialist to join our team at Triad Financial Services, Inc.Job SummaryThis role involves coordinating financial operations, managing data entry, and preparing reports. The ideal candidate will have a Bachelor's degree in finance or...
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Financial Services Specialist
2 days ago
Jacksonville, Florida, United States PNC Financial Services Group Full timeAbout This OpportunityWe are seeking a highly motivated and customer-focused individual to join our team as a Part Time Teller. As a member of our Retail Branch organization, you will be responsible for delivering exceptional customer experiences, accurately processing high-volume transactions, educating customers on new technologies, and developing banking...
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Financial Services Representative
3 days ago
Jacksonville, Florida, United States Triad Financial Services, Inc. Full timeTriad Financial Services, Inc. OverviewWe are a dynamic and innovative company dedicated to providing top-notch financial services and solutions to clients worldwide. Our mission is to deliver exceptional results while fostering a collaborative work environment.
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Financial Services Coordinator
3 weeks ago
Jacksonville, Florida, United States Triad Financial Services, Inc. Full timeTriad Financial Services, Inc. is a leading provider of financial solutions in the Manufactured Home industry.Job OverviewWe are seeking a dedicated Accounting Administrator to join our growing team in Jacksonville, FL.The ideal candidate will have a Bachelor's degree in finance or accounting and some prior work experience in the financial services...
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Financial Services Coordinator
4 weeks ago
Jacksonville, Florida, United States Triad Financial Services, Inc. Full timeAbout Our Company:Triad Financial Services, Inc. is a leading provider of financial services and solutions serving clients worldwide. We are committed to excellence and innovation in our field.Job Description:As a Data Entry Associate, you will process loan applications, evaluate credit worthiness, communicate with parties, assign work to other associates,...
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Financial Services Specialist
3 weeks ago
Jacksonville, Florida, United States Globe Life AIL: Ron Rentner Full timeWe are seeking a skilled Financial Services Specialist to join our team at Globe Life AIL. In this role, you will be responsible for selling life insurance products and services, with an estimated first-year income of $85,000-$155,000.About the Opportunity:Sell life insurance products and services to prospective customers.Develop relationships with prospects...
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Financial Services Coordinator
3 days ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeFinancial Services CoordinatorTriad Financial Services Inc. is seeking a detail-oriented and organized Financial Services Coordinator to support our growing team. In this role, you will process loan applications, evaluate credit worthiness, and assign tasks to other team members as needed. Your expertise in MS Office, particularly Excel, Word, and Outlook,...
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Document Specialist Coordinator
4 weeks ago
Jacksonville, Florida, United States Triad Financial Services, Inc. Full timeJob OverviewTriad Financial Services, Inc. is a leading provider of financial services and solutions, serving clients worldwide.We are seeking a highly motivated and skilled Document Specialist to join our growing team.
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Remote Financial Services Consultant
7 days ago
Jacksonville, Florida, United States Olsen Financial Group Full timeJob Overview:Olsen Financial Group is a leading provider of life insurance solutions, seeking a motivated individual to join our team as a Remote Financial Services Consultant.The ideal candidate will be responsible for following up with client requests, presenting customized plans, and providing exceptional customer service.Our proven system has yielded...
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Financial Services Coordinator
15 hours ago
Jacksonville, Florida, United States Triad Financial Services, Inc. Full timeJob Responsibilities">Collect and review borrower documents, including income verification, credit reports, and property information, to ensure completeness and accuracy.Process loan files in compliance with company policies, regulatory guidelines, and investor requirements.Communicate with customers to request additional documents or information, provide...
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Financial Services Compliance Officer
3 weeks ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeKey Responsibilities: As a Mortgage Underwriter at Triad Financial Service Inc., your key responsibilities will include:• Evaluating and underwriting mortgage loan applications to ensure compliance with company policies, regulatory guidelines, and investor requirements• Assessing borrowers' financial profiles, property information, and loan documentation...
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Financial Solutions Specialist
2 weeks ago
Jacksonville, Florida, United States RADIFI FEDERAL CREDIT UNION Full timeWe are seeking a Financial Solutions Specialist to join our team at RadiFi Federal Credit Union. In this role, you will be responsible for originating and closing all loan types, presenting RadiFi products and services to meet member needs for financial success, and assisting in the growth of business lines.As a Financial Solutions Specialist, you...
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Compliance Specialist Mortgage Servicer
4 weeks ago
Jacksonville, Florida, United States Triad Financial Services, Inc. Full timeAbout the RoleThe Mortgage Servicing Compliance Specialist is responsible for ensuring compliance with Federal and State regulations. We're seeking an experienced professional with a strong understanding of industry standards, regulations, and laws surrounding Mortgage Servicing.Responsibilities:Work closely with the Mortgage Servicing team to ensure...
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Financial Services Associate
3 days ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeJob DescriptionWe are seeking a highly motivated Data Entry Associate to join our team at Triad Financial Service Inc. As a key member of our operations team, you will play a crucial role in processing loan applications, maintaining accurate records, and communicating effectively with internal and external clients.About the Role- Work in a fast-paced...
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Financial Services Consultant
3 weeks ago
Jacksonville, Florida, United States Global Financial Impact - Marco Esquivel Full timeCompany OverviewAt Global Financial Impact, we are dedicated to empowering individuals to achieve their financial goals. Our team of experts provides guidance and support to help clients navigate the complexities of financial planning.
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Jacksonville, Florida, United States Triad Financial Services, Inc. Full time**About the Role:** Compliance Specialist for Mortgage Lending OperationsAt Triad Financial Services, Inc., we are committed to delivering exceptional service to our clients while maintaining the highest standards of compliance. As a Compliance Specialist for Mortgage Lending Operations, you will be responsible for ensuring that our mortgage lending...
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Financial Services Representative
4 weeks ago
Jacksonville, Florida, United States Randstad US Full timeWe are seeking highly skilled Financial Services Representatives to join our team at Randstad US. As a Customer Support Specialist, you will play a crucial role in delivering exceptional customer experiences and ensuring the success of our clients.About the Role:This is a fantastic opportunity to work with a leading financial services company and contribute...
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Financial Services Specialist
3 days ago
Jacksonville, Florida, United States RADIFI FEDERAL CREDIT UNION Full timeJob DescriptionThe ideal candidate will possess excellent communication skills, be knowledgeable about our products and services, and have a passion for delivering outstanding customer experiences. In this role, you will:Provide personalized support to members, addressing their needs and concerns in a prompt and professional manner.Collaborate with...
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Financial Data Processor
4 hours ago
Jacksonville, Florida, United States Triad Financial Services, Inc. Full timeAbout the RoleWe are looking for a motivated and detail-oriented individual to fill the position of Financial Data Entry Clerk. As a key member of our team, you will be responsible for processing loan applications, communicating with clients, and maintaining accurate records. If you have a strong understanding of financial procedures and excellent...
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Financial Services Coordinator Specialist
2 weeks ago
Jacksonville, Florida, United States Compass Rose Foundation Full timeJob OverviewCompass Rose Foundation, a trade and technical school located in Jacksonville, Florida, is seeking a skilled professional to fill an open position as a Financial Services Coordinator.The ideal candidate will be the primary student contact for prospective students, providing guidance on the phone, via email, and in person. Key responsibilities...