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<h1>About OnePay</h1>OnePay is a consumer financial services app with an exceedingly simple mission: to help people achieve financial progress.Tens of millions of Americans today are unbanked or underbanked, meaning they don’t have enough money in savings to cover a minor emergency. They pay too much in fees, don’t have access to credit at affordable rates, and have little ability to grow their wealth. OnePay’s vision is to create a single app for consumers to save, spend, borrow, and grow their money, bringing our mission to life with simple and accessible banking, credit, and payments products that deliver a best-in-class experience to millions of customers. Our products include:<ul> <li>Checking and high-yield savings accounts</li> <li>Domestic and international peer-to-peer payments</li> <li>Credit Builder and credit score monitoring</li> <li>Digital wallet / contactless payment solutions</li> <li>Buy-now-pay-later installment loans at Walmart</li> </ul>Why do we have a right to win? We have the backing of Walmart (a Fortune 1) and Ribbit Capital (a preeminent fintech investor), are deeply embedded with the distribution of the world’s largest omnichannel retailer, and have an industry-leading multi-product value proposition — all in addition to having some of the best people and talent in the industry.There’s never been a better time to build a category-defining business and there has rarely been a team better positioned for the opportunity. Join us!<h1>The Role</h1>As a Product Lead (Servicing and Automation Solutions) at OnePay you will ensure that OnePay’s customer experiences with servicing and operations are par excellence. This role will impact OnePay’s vision by ensuring that when customers reach out to our support channels, their problems are being resolved and driving our overall customer satisfaction scores to a higher level. This role is responsible for Servicing (building and improving tools all our agents use) and Customer Interactions (Chat and IVR channels). Specific responsibilities include:<ul> <li>Understanding our servicing platform, core product, and operations sufficiently to build solutions proactively.</li> <li>A deep understanding of AI/ML industry trends, emerging technologies, and best practices, especially in the context of Customer Service and Customer Interactions</li> <li>Extreme deep dives into Customer and agent experiences to identify gaps across procedures, agent tools, or other systems where we are not able to meet the customer needs when they contact us</li> <li>Creating and maintaining a product strategy roadmap for key components of Tools and Services used by our BPOs and a product strategy roadmap on how to improve containment rates on our Chat and IVR channels while consistently improving our Customer Satisfaction score - all while leveraging AI tools and technologies</li> <li>Working with Data Analytics and analyzing key inputs to determine how to prioritize enhancements to our products</li> <li>Gathering requirements and writing technical specifications that will help us service our customers better</li> <li>Working cross-functionally with Operations, Data Science, Engineering, Risk, Compliance and other key stakeholders</li> <li>Presenting to senior management key takeaways - how the product has performed, what changes we are making and why, and our strategic goals </li> <li>Managing a team of PMs </li> </ul><h1>You Bring</h1><ul> <li>Expert Career 15+ years of experience with US banking and financial services, with at least 5+ years in a Customer Success, Product Expert, or similar role supporting enterprise AI/ML solutions</li> <li>Experience of managing BPO partners and service centers</li> <li>Extreme sense of curiosity and investigative capabilities to ensure root cause to issues are identified</li> <li>Data-driven analysis skills to ensure trend identification</li> <li>Ability to prioritize under pressure</li> <li>Great executive communication skills with ability to succinctly explain complex issues</li> <li>Ability to manage and grow a team in a hyper-growth environment.</li> </ul><h1>What We Offer</h1><ul> <li>Competitive base salary, stock options, and health benefits from Day 1</li> <li>401(k) plan with company match</li> <li>Remote-friendly (US), flexible time off (FTO), and opportunities for growth</li> <li>A high-growth, mission-driven, inclusive culture where your work has real impact</li> </ul><h1>Pay Transparency</h1>The estimated annual base salary for this position ranges from $180,000 to $230,000. Pay is generally based on the level, complexity, responsibility, location, and job duties/requirements of the specific position. We then source candidates with the requisite skills, expertise, education, training, and experience. If you are selected for an interview, please feel welcome to speak to a Talent Partner about our compensation philosophy and other available benefits.<h1>Standard Interview Process</h1><ul> <li>Initial Interview with Talent Partner</li> <li>Technical or Hiring Manager Interview</li> <li>Team Interview</li> <li>Executive Interview</li> <li>Offer!</li> </ul><h1>Equal Employment Opportunity</h1>To build technology and products that are used and loved by people and solve real-world problems, we need to build a team with many different perspectives and experiences. We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply. Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us at <a href="mailto:talent@onepay.com" target="_blank">talent@onepay.com</a>.

Product Lead of Servicing and Customer Interactions

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Client Service Specialist executes all administrative tasks related to account management and policy servicing. These duties include processing policy endorsements, renewals, cancellations, and maintaining accurate account records. The Client Service Specialist ensures timely and accurate handling of client requests, policy updates, and back-end service work to support the overall client experience and meet internal compliance standards. A GLIMPSE INTO YOUR DAY <ul> <li>Orders renewal policies, verifies them against proposals, and processes them in the Agency Management System.</li> <li>Handles endorsements including entering on company websites, follows up on endorsements not received from carriers, checks endorsements for accuracy, bills endorsements and sends to client.</li> <li>Follows up on new business submissions with carriers not managed by Risk Placement Specialists.</li> <li>Enters and rates policies in carrier websites and orders new policies as needed.</li> <li>Issues standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.).</li> <li>Monitors payment status of direct bill policies to prevent cancellations and notifies the Account Manager if there is a risk of cancellation due to non-payment.</li> <li>Tracks claims and updates the agency management system with activity, payments, and closures.</li> <li>Verifies audit accuracy, reviews with agency staff, bills audits, and sends audit review letter to clients.</li> <li>Order motor vehicle reports “MVRs” and loss runs as directed.</li> <li>Reviews and processes mail. Acts as a backup for office phone calls and walk-in traffic as needed.</li> <li>Performs other projects, duties, and tasks, as assigned.</li> </ul> WHAT YOU NEED TO BE SUCCESSFUL IN THIS ROLE <ul> <li>A Property and Casualty License from state of domicile may be required within 90 days of hire and must be maintained thereafter.</li> <li>Associate in insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred.</li> <li>High School Diploma or equivalent.</li> <li>Bilingual (English/Spanish) preferred; may be required, depending on location.</li> <li>1+ year experience in Customer Service preferred.</li> <li>Knowledge of insurance markets, products, services insurance ratings and underwriting procedures preferred.</li> <li>Working knowledge of commercial lines of coverage preferred.</li> <li>Proficient in using computers and Microsoft Office Suite. Must be computer literate with the ability to learn new software.</li> <li>Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.</li> <li>Must be able to understand written and oral communications and interpret information written within policies.</li> <li>Ability to work independently with limited daily supervision and to work effectively in a team environment.</li> <li>Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.</li> </ul> WHY CHOOSE RELATION? <ul> <li>Competitive pay.</li> <li>A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. </li> <li>Career advancement and development opportunities.</li> </ul> .Note: The above is not all encompassing of the full position description. Relation Insurance Inc. 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 applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. .$15.38 - $35.58

Relation Insurance

Client Service Specialist - Commercial Lines

Ready to be a Titan? As a CSM Team Customer Success Manager, you play a crucial role in ensuring our customers’ success and satisfaction. You’ll be responsible for building strong relationships with our customers, understanding their needs, and empowering them to set big goals with ServiceTitan as the ultimate tool to achieve the extraordinary in their business.You will serve as the preferred CSM to a designated list of customers assigned to the CSM Team and partner with these customers to optimize their use of ServiceTitan to drive business results. In doing so you will be a key driver ensuring retention and growth of ServiceTitan’s revenue. You will interact with these customers both as their success point of contact and by leveraging tools to consistently engage in proactive touchpoints to continue pacing their journey with ServiceTitan. As a member of the CSM Team, you will be passionate about delivering customer transformations and answering questions like:<ul> <li>What’s the most valuable transformation I can offer my customer?</li> <li>What’s the fastest way I can deliver that value to them?</li> <li>How can my communication make their life easier?</li> <li>How can I build a long-term relationship with them and truly make them feel at home with the ServiceTitan family?</li> </ul> What you'll do:<ul> <li>Account Ownership: Act as a “preferred CSM” to approximately 100 accounts assigned to CSM Team, serving as the main point of contact for the customer, our executive team, and any internal partners regarding these accounts</li> <li>Relationship Management: commit to exceeding customer expectations, maintain long-term, senior-level relationships with your account’s POCs, take ownership of challenging customer situations, manage them effectively, and see them through to resolution</li> <li>Drive Value and ROI: guide customers to maximize their business through an intimate understanding of the ServiceTitan platform, with the ability to resolve complex issues and create comprehensive, customer-facing value plans to demonstrate ROI of ServiceTitan to key stakeholders</li> <li>Reactive Engagement: act as the primary point of contact for customer inquiries and issues, working closely with internal teams to drive timely resolutions</li> <li>Proactive Engagement: Proactively reach out to customers through phone calls and written communication to understand their goals, and roadblocks, and ensure their needs are met Utilize reactive and proactive outreach in addition to developing strategies to work with and speak to all customers in your care on a regular cadence</li> <li>Data Analysis: Utilize data to track customer success metrics and leverage user engagement data to design targeted campaigns that proactively engage with customers who are not utilizing key features of ServiceTitan vital to achieving their desired outcomes (digital success campaigns, remote workshops, proactive customer calls, etc.)</li> <li>Mitigate Escalations and Churn Risk: Monitor account health and flag risk behaviors to engage with customers proactively before escalations or churn risks arise in addition to owning and defusing challenging customer situations, should they arise, turning them into an opportunity for positive outcomes and increased customer loyalty</li> <li>Facilitate Resolutions: Approach all customer interactions with a positive, can-do attitude, identify customer pain points, and work with cross-functional teams to provide effective solutions,</li> <li>Provide Product Training: Provide training and guidance to customers, ensuring they utilize our software effectively, drive customer engagement in webinars, ember, spark or community</li> <li>Create Promoters: Seek ways to improve customer satisfaction and raise customer advocacy (NPS), by finding new ways to continuously improve our customers’ experience, both in the use of our product and through improved internal processes</li> <li>Project Management: break down complex issues and stay highly organized in managing customer accounts, ensure timely follow-ups, and document interactions</li> <li>Gross Revenue Retention: Monitor customer usage and engage in renewal discussions (both core and pro products) to ensure long-term satisfaction, and account retention and maximize up-selling and cross-selling opportunities</li> <li>Feedback Collection: Gather and relay customer feedback to the product and development teams for continuous improvement.</li> <li>Customer Loyalty: Identify opportunities for customer advocacy, such as success stories, the torch network, and referrals.</li> </ul> What you'll bring: <ul> <li>2+ years in customer-facing roles, customer success/account management, and/or sales experience preferred</li> <li>A customer value, ROI, and business outcome-driven mindset</li> <li>Skills in product training, and comfortable “re-re-selling” the customer on ServiceTitan</li> <li>Strong de-escalation and problem-solving skills.</li> <li>Highly skilled in written and verbal communication</li> <li>Proven ability to multi-task and manage multiple projects at a time with strong attention to detail</li> <li>Self-starter that thrives in an entrepreneurial, fast-paced environment with the demonstrated capacity to lead, motivate and work well with others</li> <li>Quick thinking, fast learning, and solution-oriented, with an ability to think outside the box and see things through to resolution</li> <li>Self-motivated and able to work effectively in a remote setting</li> <li>Highly organized and detail-oriented</li> <li>Project management skills and experience are a plus.</li> <li>Exceptional organizational and time management skills</li> <li>Empathetic with a customer-focused approach</li> <li>Passion for phone-based customer interactions</li> </ul> Preferred Skills and Experience<ul> <li>Project management</li> <li>Sales</li> <li>Data or Business performance analytics</li> <li>Operational use of SalesForce, Gainsight, and Tableau</li> <li>Highly proficient in ServiceTitan workflows and best practices</li> </ul>Be Human With Us:Being human isn’t about checking every box on a list. It’s about the experiences we have, people we meet, and the perspectives we share. So, if you have the skills but are hesitant to apply because of your background, apply anyway. We need amazing people like you to help us challenge the conventional and think differently about the problems that we’re solving. We’re in this together. Come be human, with us. What We Offer:When you join our team, you’re not just accepting a job. You’re making a career move. Here’s how we’ll support you in doing some of the most impactful work of your career:<ul> <li>Flextime, recognition, and support for autonomous work: Flexible time off with ample learning and development opportunities to continue growing your career. We offer a comprehensive onboarding program, leadership training for Titans at all levels, and other programs and events. Great work is rewarded through Bonusly, peer-nominated awards, and more. </li> <li>Holistic health and wellness benefits: Company-paid medical, dental, and vision (with 100% employer paid options and 90% coverage for dependents), FSA and HSA, 401k match, and telehealth options including memberships to Headspace, Galileo, One Medical, Ginger and more. </li> <li>Support for Titans at all stages of life: Parental leave and support, up to $20k in adoption reimbursement, on demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, pet insurance, legal advisory services, financial planning tools, and more.</li> </ul>At ServiceTitan, we celebrate individuality and uniqueness. We believe that the convergence of fresh perspectives and experiences from all walks of life is what makes our product and culture so great. We strongly encourage people from underrepresented groups to apply. We do not discriminate against employees based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws.ServiceTitan is committed to fair and equitable compensation for all of our employees. We thoughtfully consider a wide range of factors when determining individual compensation. The expected salary range for this role for candidates residing in the United States is between $58,400 USD - $78,100 USD. Compensation for candidates residing outside the United States will vary by location and the specific salary range will be discussed during the hiring process. Actual compensation for an individual may vary depending on skills, performance over time, qualifications, experience, and location. In addition to the base salary, the total compensation package also includes an annual bonus, equity and a holistic suite of benefits.

ServiceTitan

Customer Success Manager, Residential Exteriors

<h2>This is Customer Account Management Leadership at Lattice</h2> As a Manager of Customer Account Managers, you will lead and empower a team responsible for driving customer satisfaction, retention, and growth. You’ll develop strategies to enhance customer relationships, ensure platform adoption, and maximize revenue opportunities while fostering a culture of collaboration and continuous improvement. Your leadership will be instrumental in scaling our customer engagement efforts and maintaining our reputation for exceptional customer partnership. <h3>What You Will Do:</h3> <ul> <li> Lead and Develop a High-Performing Team: </li> <ul> <li>Hire, coach, and mentor a team of Customer Account Managers (CAMs) to achieve and exceed performance goals.</li> <li>Provide ongoing training, development, and feedback to enhance skills in relationship management, strategic planning, and revenue growth.</li> <li>Establish clear expectations, key performance indicators (KPIs), and accountability measures to drive success. </li> </ul> <li> Drive Customer Success and Retention: </li> <ul> <li>Develop and implement strategies to optimize customer satisfaction, retention, and expansion within our customer base.</li> <li>Ensure the team proactively identifies and mitigates churn risks while fostering long-term customer partnerships.</li> <li>Oversee and support account planning efforts to align with customer objectives and business goals. </li> </ul> <li> Operational Excellence &amp; Strategy Execution: </li> <ul> <li>Collaborate cross-functionally with Sales, Customer Care, and Product teams to improve processes and enhance the customer experience.</li> <li>Monitor team performance using data-driven insights, ensuring alignment with company objectives.</li> <li>Drive efficiency in CRM usage, forecasting, and reporting to support decision-making and resource allocation. </li> </ul> <li> Customer Advocacy &amp; Continuous Improvement: </li> <ul> <li>Act as an escalation point for high-priority customer issues, ensuring swift resolution and satisfaction.</li> <li>Gather and synthesize customer feedback to influence product development and customer engagement strategies.</li> <li>Stay informed on industry trends and competitive insights to refine customer account management best practices. </li> </ul> </ul> <h3>What We’re Looking For:</h3> <ul> <li> <ul> <li>Proven experience in customer success, account management, or sales leadership.</li> <li>Demonstrated success in leading and developing high-performing customer-facing teams.</li> <li>Strong strategic thinking and problem-solving abilities, with a focus on data-driven decision-making.</li> <li>Excellent communication, negotiation, and stakeholder management skills.</li> <li>Ability to thrive in a fast-paced, high-growth environment and drive scalable processes.</li> <li>5+ years of experience working in Account Management, Renewals Management, and/or Sales</li> <li>3+ years of people management experience in Account Management, Renewals Management, and/or Sales</li> </ul> </li> </ul> The estimated annual cash salary for this role is $123,550 - $154,350. This position is also eligible for incentive stock options, subject to the terms of Lattice’s applicable plans. This position is also eligible for variable compensation of $52,950 - $66,150 subject to personal performance, company performance, and the terms of Lattice’s applicable plans. Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: Medical insurance; Dental insurance; Vision insurance; Life, AD&amp;D, and Disability Insurance; Emergency Weather Support; Wellness Apps; Paid Parental Leave, Paid Time off inclusive of holidays and sick time; Commuter &amp; Parking Accounts; Lunches in the Office; Internet and Phone Stipend; One time WFH Office Set-Up Stipend; 401(k) retirement plan; Financial Planning; Learning &amp; Development Budget; Sabbatical Program; and Invest in Your People Fund *Note on Pay Transparency: Lattice provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on (a) location, as Lattice factors in specific location when benchmarking compensation for most roles; (b) individual candidate skills and qualifications; and (c) individual candidate experience. Additionally, Lattice leverages current market data to determine compensation, so posted compensation figures are subject to change as new market data becomes available. The salary, other compensation, and benefits information is accurate as of the date of this posting. Lattice reserves the right to modify this information at any time, subject to applicable law. <h2>About Lattice</h2> Lattice is on a mission to build cultures where employees and their companies thrive. In an age where employees have more choices than ever before, businesses that put employees first are winning 🏅– and Lattice is building the tools to empower those people-centric companies. Lattice is a people success platform that offers performance reviews, employee engagement surveys, real-time feedback, weekly check-ins, goal setting, and career planning in a way that allows companies to focus on employee development, growth, and engagement – yielding stronger employee retention, performance, and impact to the bottom line 📈. Since launching in 2016, we have grown to over 5,000+ customers globally, including brands like Loom, Robinhood, and Gusto. Lattice is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. Lattice is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation. By clicking the "Submit Application" button below, you consent to Lattice processing your personal information for the purpose of assessing your candidacy for this position in accordance with<a href="https://lattice.com/privacy/job-applicant-privacy-policy" target="_blank">Lattice's Job Applicant Privacy Policy</a>.

Lattice

Manager, Customer Account Management, Sr.SMB

Write On Fundraising

Relationship Manager

<h2 id="jobDescriptionHeading"> Job Description </h2> The Oklahoma Heart Institute is hiring a Full-Time PA or ACNP to join our nationally recognized Cardiothoracic/Vascular program in beautiful Tulsa, OK. The position is open to Physician Assistants, Clinical Nurse Specialists, and Acute Care Nurse Practitioners interested in a 4-10 Saturday-Tuesday schedule(with rotating holidays). In this role, you will be providing hospital coverage for at least your first 6 months as part of your training, with the potential for clinic coverage in the future. The ideal candidate can be a new grad, but experience is preferred: they must excel in a fast-paced, busy clinic, be efficient with charting, and be focused on patient care. Position Highlights: <ul> <li>Full-Time Employment</li> <li>Inpatient/Outpatient mixed setting</li> <li>10-Hour Shifts, Saturday-Tuesday, rotating holidays</li> <li>No call coverage requirement (paid call coverage is available on an optional basis)</li> <li>Patient Load: 12-18 in clinic; hospital varies on volume</li> <li>Effective Charting: Epic EMR</li> </ul> Compensation&amp; Benefits Caring for our team members is part of our purpose. We do this by working to provide high-quality, affordable benefits that support you and your family's health and financial well-being. Your recruitment package may include: <ul> <li>Base Salary + wRVU Production Incentive</li> <li>CME/CEU Allowance</li> <li>Sign-On Bonus</li> <li>Medical Debt Assistance + Consultative Services by Navigate Student Loans</li> <li>Relocation Allowance</li> <li>Paid Malpractice Coverage</li> <li>Health Benefits + Retirement Plan</li> <li>Marketing + Practice Growth Assistance</li> </ul> About Us: A part of Hillcrest HealthCare System, Oklahoma Heart Institute (OHI) is the region’s largest and most advanced hospital dedicated to the prevention, diagnosis and treatment of heart disease. Located on the campus of Hillcrest Medical Center, OHI combines the expertise of nationally recognized cardiovascular physicians with the region’s most advanced technology and personalized patient care. From groundbreaking research and first-time procedures to exceptional quality outcomes, Oklahoma Heart Institute has earned a reputation as one of the finest tertiary cardiovascular care programs in the country. About Our Community: Located in northeastern Oklahoma, Tulsa is Oklahoma's second largest city, beautifully situated on the Arkansas River. Home to the University of Tulsa and a population of more than 404,000, residents enjoy a thriving outdoor recreation hub, coupled with a safe metropolitan experience featuring fun eateries in addition to amazing arts and cultural offerings. 122 mi NE of Oklahoma City]]&gt;

Utica Park Clinic

Generous Package + Supportive Team: Cardiothoracic Inpatient/Outpatient Opportunity at OHI

<a href="#">Apply</a> Job Type Full-time Description The mission of Oklahoma Central Credit Union is to make a difference in the lives of our employees, our members, and the communities we serve. We know we must make a difference in the lives of our employees for them to make a difference for our members and communities. Your role: In your role as Commercial Portfolio Specialist, you will be responsible for handling the portfolio management activities of commercial loan relationships. These activities may include assisting in annual loan reviews, origination and preparation of incoming loan requests, loan renewals and extensions, collecting financial statements, tax returns, credit underwriting, evaluation, loan structuring, and exception and loan covenant monitoring. In this role you will: <ul> <li>Perform pre-qualification assessments and gather the necessary loan application package/documents, along with business, financial, and personal background information required to move forward with the member’s credit request and present written memos outlining the financing request to Member Business Loan Committee and third-party underwriting vendor.</li> <li>Maintain the loan pipeline and loan lead follow-up.</li> <li>Work in tandem with loan operations on the annual reviews of the current portfolio and the processing of potential loans.</li> <li>Assist potential borrowers with the application process.</li> <li>Identify opportunities to expand business within the portfolio by cross-selling additional products and services.</li> <li>Communicate credit approvals to members, visit loan collateral, deliver loan documents for signature, and ensure that loan requests are processed and booked.</li> <li>Review flood certifications, title reports, and credit reports for accuracy and information verification.</li> <li>Act as liaison between appraisal reviewers, title companies, buyers, and sellers.</li> <li>Maintain credit quality and annual reviews of assigned loan portfolio within Credit Union standards and guidelines; promptly surface all risk issues uncovered while uncovered while managing the portfolio. Work in concert with management to assess emerging risks and develop resolution strategies.</li> <li>Prepare and verify weekly commercial loan reports.</li> <li>Maintain a strong working knowledge of the Credit Union's current policies and guidelines established for Commercial Lending.</li> <li>Monitor and manage delinquent loans.</li> <li>Responsible for the annual review, renewal, loan covenant compliance reviews, and collection of financial documents for the Credit Union's commercial loan portfolio.</li> <li>Authorize commitment and decline letters.</li> <li>Perform other job-related duties as assigned, including but not limited to representing the credit union at community events, networking opportunities, and industry gatherings to build brand awareness and generate leads.</li> <li>Comply with the requirements of all Credit Union policies and procedures, including but not limited to the Bank Secrecy Act and Anti-Money Laundering regulations as they relate to the position.</li> <li>Comply with all security guidelines related to physical and information security.</li> <li>Deliver service to both internal and external members that are aligned with the Credit Union's Service Standards and meet all established service goals.</li> </ul> Benefits you can expect when you join Oklahoma Central Credit Union: <ul> <li>Competitive pay - Cha-ching!</li> <li>Work-life balance - Your family, hobbies, and life outside of work are important to us!</li> <li>401 (k) retirement plan - You contribute to our future, so we contribute to yours</li> <li>Best-in-class healthcare coverage - Helping you stay healthy</li> <li>Generous PTO and federal holidays - We prioritize what matters</li> <li>Community Service - We believe in giving back to the community and you'll receive up to 40 hours of paid volunteer time off</li> </ul> Requirements Who we're looking for: You’re a great communicator. Influencing others and building strong relationships with internal staff, external members, and businesses comes naturally to you. You are a self-starter and are no stranger to a fast-paced environment and tight deadlines, and you are relentless in ensuring that work is completed through effective task management. You’re accurate, organized, and analytical. You know how to translate complex information for a broad spectrum of audiences. You'll need to have: <ul> <li>High school diploma, GED or higher</li> <li>Three or more years of similar or related experience in a financial institution</li> </ul> Even better if you have: <ul> <li>Bachelor’s degree or higher</li> <li>Previous commercial lending experience</li> </ul> Oklahoma Central Credit Union is proud to be an Equal Opportunity Employer and Drug-Free Workplace!

Oklahoma Central Credit Union

Floating Member Relationship Specialist

Family & Children's Services

Peer Recovery Support Specialist - Hope Team

Customer Service · Remote USA · Fully Remote <h1>Customer Service Representative</h1> Are you ready to be a big part of something big? At Trader Interactive, we make buying and selling a great experience. We’re a group of go-getters who decided they didn’t want to settle for the status quo. We come together as one team to build value and drive innovation across our industries - but we have fun while we do it and make sure our people are always our #1 priority. When it comes to your career, we want to provide big opportunities to help you make a big impact. But for this to be possible, we strive to feel small. Small enough to quickly change tack, small enough to learn from different teams and small enough to connect authentically with leadership. And one of the best parts? We give you the freedom to work from whatever working location works best for you and your lifestyle - yes, this means you can be 100% remote if you want to be! What We Offer <ul> <li>An inclusive and supportive work environment where you can move your career forward and will have the chance to do work that has real, significant impact on the world.</li> <li>The opportunity to be a part of a global group of digital marketplace businesses (CAR Group) located across Australia, Brazil, Chile and South Korea - collectively we have around 1,800 team members worldwide, and our Global Talent Exchange Program means you might just find yourself working in one of those businesses sometime soon.</li> <li>Plenty of flexible leave options and employee benefits including up to 31 days of paid time off in your first year, continuing education with access to LinkedIn Learning, a full benefits package including medical, dental &amp; vision, 401K with company match, and wellness program.</li> </ul> What You’ll Do As a Customer Service Representative, you will have a sincere will to deliver exceptional customer service for Cycle, RV, Commercial Truck and Equipment Trader. <ul> <li>Research and find a resolution to customer concerns while coordinating with internal resources</li> <li>Answer inbound calls, process emails, chats &amp; text messages and make outbound calls to existing customers</li> <li>Work directly with consumers to provide superior customer service and support while buying and selling on company platforms</li> <li>Provide direct support for all TI products and services, including customer care, service, retention and overall satisfaction</li> </ul> What We’re Looking For <ul> <li>Experience working with high volume inbound and outbound calls</li> <li>Superior communication skills, both written and verbal, with internal and external customers</li> <li>Strong phone contact handling skills and active listening skills</li> <li>Ability to analyze a problem in real-time and provide a solution</li> <li>Ability to maintain a calm demeanor under pressure</li> <li>Ability to maintain a positive, empathetic, and professional attitude toward customers at all times</li> </ul> So come and join our team - because every role is a big role in our plans to go big. TI proudly supports a diverse workforce, and we encourage candidates from underrepresented groups to apply. Trader Interactive is an equal opportunity employer where hiring is based entirely on business needs, job requirements, and individual merit. <dl> <dt>Department</dt> <dd> Customer Service </dd> <dt>Locations</dt> <dd> Remote USA </dd> <dt>Remote status</dt> <dd> Fully Remote </dd> </dl> Customer Service · Remote USA · Fully Remote <h1>Customer Service Representative</h1> <h2>Already working at Trader Interactive?</h2> Let’s recruit together and find your next colleague.

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