Financial Services Coordinator

Position Overview:The National Branch Financial Service Advisor (NB-FSA) plays a crucial role in delivering exceptional support to clients associated with the Home Office of First Command Financial Services.Key Responsibilities:1. Engage in proactive outreach to clients for comprehensive account evaluations and updates.2. Provide tailored financial guidance...

About the RoleThe Senior Financial Analyst is a key member of the Financial Reporting team at GM Financial, responsible for preparing internal and external financial reporting documents and disclosures. This role requires a high degree of learning opportunities, including understanding of GM Financial's business, and the ability to foster and maintain strong...

Job SummaryPNC Financial Services Group is seeking a highly skilled Mortgage Loan Officer to join our team. As a Mortgage Loan Officer, you will be responsible for recommending loan solutions to clients, managing customer relationships, and collaborating with internal and external stakeholders to complete mortgage transactions.Key ResponsibilitiesLoan...

Job DescriptionKestra Financial Independent Advisor is seeking a highly skilled and motivated Financial Services Professional to join our team as a Portfolio Trader. As a key member of our investment planning team, you will be responsible for providing exceptional client service and support in the areas of investment processing, planning assistance, and...

About the RoleWe are seeking a highly organized and detail-oriented individual to support our financial advisors and other employees in a dynamic and supportive work environment. As a Financial Advisor Assistant, you will play a vital role in ensuring that all interactions between the organization and others are positive and efficient.Key...

About the RoleThe Financial Analyst II Asset Liability Management (ALM) will be responsible for Interest Rate Risk (IRR) modeling and analysis to support the development of the ALM function. This role is critical to developing and executing the ALM model and processes, as well as performing quantitative analysis of the company's balance sheet and...

Job SummaryKestra Financial Independent Advisor is seeking a highly organized and detail-oriented Operations Associate to join our team. As an Operations Associate, you will play a critical role in supporting the day-to-day operations of our financial services firm.Key ResponsibilitiesOperational DutiesEnsure seamless account creation and funding...

About the Accountant II RoleThe Accountant II plays a crucial role in ensuring the accuracy and integrity of our financial data at GM Financial. As part of our General Ledger team, you will be responsible for managing and maintaining the core accounting records that support our business.Key Responsibilities:Prepare journal entries, difficult and involved...

Bookkeeper / Office AdministratorWe are seeking a highly organized and detail-oriented Bookkeeper / Office Administrator to manage the day-to-day financial and administrative operations of our office.Key Responsibilities:Manage accounts payable and accounts receivableRecord financial transactions and maintain accurate financial recordsPrepare and reconcile...

Job SummaryThis position is responsible for accurately processing student financial transactions and providing related customer service to students and their parents. The ideal candidate will have a strong understanding of financial operations and be able to work independently with minimal supervision.Key ResponsibilitiesProcess student financial...

Bookkeeper / Office AdministratorWe are seeking a highly organized and detail-oriented Bookkeeper / Office Administrator to manage the day-to-day financial and administrative operations of our office. The ideal candidate will have a strong background in bookkeeping and excellent communication and interpersonal skills.Key Responsibilities:Manage accounts...

Customer Service RepresentativeWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at PennyMac Financial Services, Inc.About the Role:Provide exceptional customer service to clients via phone, email, and chat.Respond to customer inquiries and resolve issues in a timely and professional manner.Work...

Position Overview The Customer Service Operations Supervisor plays a pivotal role in overseeing and enhancing the service delivery processes within our organization. This position is integral to ensuring that our clients receive exceptional support and guidance throughout their experience with us. Key Responsibilities Lead and manage a team of customer...

About the RolePennymac is a leading specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related to the U.S. mortgage market.Key ResponsibilitiesEffectively service early stage delinquent loans by utilizing collection...

About the RoleThe Statutory Accountant I is a key member of the financial reporting team at GM Financial, responsible for preparing and analyzing financial statements, reconciliations, and journal entries. This role requires a strong understanding of Generally Accepted Accounting Principles (GAAP) and statutory requirements.Key Responsibilities:Financial...

Job OverviewThe Financial Administrative Coordinator will play a crucial role in ensuring the smooth operation of our office's daily activities.Key QualificationsExperience in billing or a related administrative position.Proficient in bookkeeping practices.Knowledgeable in operating office machinery, including copiers, fax machines, and multi-line telephone...

Join Our Team as a Financial AdvisorCUSO Financial Services, LP (CFS) is seeking a highly skilled Financial Advisor to provide investment and retirement planning services to our credit union members in the Fort Worth, TX area.About the RoleAs a Financial Advisor, you will be responsible for identifying and evaluating customer needs, developing investment...

About the RoleWe are seeking a highly motivated and detail-oriented individual to join our team as a Treasury Intern. This is a 10-week internship program designed to develop financial, analytical, and sales skills to prepare for a career within our organization.Key ResponsibilitiesParticipate in internal training programs and self-study courses to develop...

Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at OneMain Financial. As a key member of our quality-driven team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesRespond to inbound customer inquiries and resolve issues in a...

Financial Advisor OpportunityCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth, TX area.Responsibilities:Identify and evaluate customer needs for financial services, assess the objectives and goals of the individual, then develop an investment strategy to...