your thought leadership to manage priorities, ensure efficient use of executives' time, and collaborate closely with colleagues to ensure robust on-site support and backup coverage. You will also work with key stakeholders in the business, partner with various teams (Office Management, etc.
) to complete projects. Job Responsibilities: Manage complex calendars for leaders in a fast paced and dynamic environment, arrange travel plans, adjust and prioritize last-minute changes including logistics such as conference rooms, events, and catering, etc. Support local event planning and execute as needed and/or support local employee engagement activities such as team recognition, events, etc.
Physical demand required in providing site support for local office requirements including phone coverage, assistance with new hire integration, facilities maintenance, supplies, floor access, presence at local events, greeting clients and guests and escorting them throughout the location, food orders/set up and takedown of conference rooms, ensuring superior client service at all times Provide general team support such as time keeping, training tracking, and assist in ad hoc projects as needed Maintain confidential data, enforce internal controls, and comply with policies and procedures Support Catalyst or other LOB reporting activity within scope for role and simple reporting for the business
such as pulling canned reports and scorecards Mandatory five days in office required Required qualifications, capabilities and skills: Strong organizational skills and ability to work independently in a demanding, changing and fast paced environment Effective travel planning skills and knowledge Self-motivated, personal leadership, ability to be discrete, highly collaborative and team oriented Effective interpersonal skills and excellent communication - confident, organized, and clear Fluent in Microsoft Office, Pitch Pro and Adapts easily to process changes and learns new technologies quickly, 3+ years of administrative support experience with background in a client facing sales and financial services environment Strong knowledge of invoice payment processing and/or Sponsorship and Donation processes Commitment to customer service and ability to work in team-oriented environment tied to solid judgment, decision making and problem solving skills Collaborate effectively with colleagues and team members, assisting with projects and tasks as needed Note: this role requires five days in the office (Mon-Fri) and will not support Hybrid options.
#LI-Onsite JPMorgan Chase & Co. one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.
P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We recognize that our people are our strength and the diverse talents and perspectives that they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, interactionual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. (If you are a US or Canadian applicant with a disability and wish to request an accommodation to complete the application process, please contact us by calling the Accessibility Line (US and Canada Only) -xyz X and indicate the specifics of the assistance needed.
) We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
part of a diverse healthcare legacy that’s served our community for more than 125 years. Put your skills to work with us, seek opportunities to learn and join a talented team where patient care is more than a job. It’s our passion. Primary Purpose Accountable for providing patient centered care and operational support to the medical team to ensure an optimal patient experience.
Coordinates activities in the clinical areas and facilities a smooth patient flow. Assists with patient data collection, performs select screenings and completes medical office functions relevant to area/assignment. Shift: 1st shift 8a-4:30p, M-F, Weekends off Education •None. Experience •Must have three years
of customer service experience, preferably in a medical/healthcare/health insurance setting. •Patient registration experience preferred. •Prefer completion of course work towards an accredited medical terminology.
•Medical Office Assistant experience or training a plus. Equivalent Education and/or Experience •Completion of a Parkland Workforce Development Training Program may substitute for the required education and experience. Skills or Special Abilities •Must be able to work collaboratively with colleagues to deliver patient/customer services that exceeds patient expectations as evidenced by patient satisfaction scores. •Must be able to demonstrate competency required as applicable
to specialty area. •Must have demonstrated communication skills to include above average verbal skills (heavy public contact) and written skills.
Bilingual skills preferred. •Must have familiarity with diagnostic ICD-9 CM coding and HCPCS-CPT4 procedure codes. •Must have working knowledge of medical terminology. •Must be able to demonstrate basic clerical skills and working knowledge of standard office equipment. •Must be detail oriented and have sharp analytical skills to resolve registration issues as related to multiple groups including third-party payors, physicians, patients and the system. •Must be able to solve problems within the guidelines of established policies and procedures.
•Must be able to adjust to multiple demands, shifting priorities and rapid change. Virtual Care Only: Must be able to work collaboratively and optimally with patients with serious health conditions and barriers to care. Must be able to recognize and escalate clinical decision making to appropriate team members of the multidisciplinary team. Must demonstrate strength in documenting within an electronic health record with ability to effectively problem-solve when faced with decision-making challenges and escalate as appropriate. Confident with technology, specifically electronic medical record, video encounters and computer applications.
Responsibilities 1. Proficiently performs patient service activities in coordination with clinical team, including but not limited to: -Ensures patient and family comfort, safety, privacy and confidentiality at all times. -Adapts work methods to specifically accommodate the population-specific care needs (physical, psychosocial, cultural, age/developmental) of each patient. -Greets patients and families making them feel welcome and wanted. -Assists patients and families with directions, inquiries and information as requested.
Ensures needs are addressed satisfactorily. -Keeps patients and families informed of wait times and any other circumstances that may impact the visit. -Stays cognizant of clinical/area needs to facilitate patient care and flow. backss patient experience at the end of each visit to determine if patient needs were met. -Virtual Care Only: Proactively outreaches patient utilizing motivational interviewing, demonstrating effective and caring communication to develop patient trust and establish and maintain relationships to gather information, encourage patient self-interest in healthcare, and follow up on patient established goals.
Assists patients and families with health system navigation, making appointments, patient advocacy, determination of community resources to reduce barriers to care, and support set-up and initiation of electronic communication modes (email, My Chart, etc. ). 2. Coordinates clinic/area activities and facilitates business processes according to standards. -Performs pre-visit activities to gather patient information from internal and external service or entities to ensure information is available to the clinic team for the visit. -Checks the patient into the clinic.
Correctly identifies patient prior to performing tasks. Reviews and updates patient account to ensure registration and coverage is current and complete. -Confirms or verifies coverage as needed. Identifies and refers patients for financial counseling as appropriate. -Performs upfront cash collections; receives, verifies and posts money transactions following Parkland cash management policies and procedures. All monies must be accounted for through the patient accounting system and/or point of sale system. Verifies and completes daily reconciliations that ensure cash transactions are handled accurately and deposits made daily.
-Assists with the process of internal and external appointments, referrals and information retrieval. Schedules appointments in accordance with clinical team directive and patient desires/availability. -Performs charge capture and charge reconciliation to ensure encounters are complete and closed in a timely manner. -Virtual Care Only: Collaborates with multidisciplinary team to improve patient access to care and reduce avoidable organization utilization. 3. Documents (paper or electronic) completely, accurately, legibly and timely. -Ensures applicable documentation is obtained for registration and patient visit.
Provides explanation for all requested forms to ensure patient understanding. -Performs data entry/documentation of patient care intake information. -Virtual Care Only: Performs data entry/documentation of patient encounter. 4. Assists with maintenance of clinic supplies and equipment. -Assists with stocking and inventory of supplies, as appropriate. -Keeps appropriate persons informed of status of supplies and equipment. -Completes requisition documentation for supplies, equipment and services, as applicable. 5. Practices patient safety measures and in association with site leadership: -Complies with proper hand hygiene (hand washing/hand sanitizer gel/foam use).
-Applies or practices proper infection control methods. -Identifies, corrects and/or reports safety hazards at the time of discovery. -Identifies and/or facilitates maintenance problems with equipment, initiates requests for work order, and removes from patient care area, as appropriate. -Informs Environmental Services when additional cleaning activities are needed. -Virtual Care Only: Elevates critical incidents and information regarding any quality-of-care concerns to multidisciplinary team.
6. Participates in performance improvement and quality initiatives. -Participates in the unit performance improvement initiatives. -Meets expected performance quality measures as outlined for area(s) or responsibility. 7. Based on operational need, may be required to perform role in an alternate Parkland location. Job Accountabilities Identifies ways to improve work processes and improve customer satisfaction. Makes recommendations to supervisor, implements, and monitors results as appropriate in support of the overall goals of the department and Parkland.
Stays abreast of the latest developments, advancements, and trends in the field by attending seminars/workshops, reading professional journals, actively participating in professional organizations, and/or maintaining certification or licensure. Integrates knowledge gained into current work practices. Maintains knowledge of applicable rules, regulations, policies, laws and guidelines that impact the area. Develops effective internal controls designed to promote adherence with applicable laws, accreditation agency requirements, and federal, state, and private health plans. Seeks advice and guidance as needed to ensure proper understanding.
Parkland Health and Hospital System prohibits discrimination based on age (40 or over), race, color, religion, interaction (including pregnancy), interactionual orientation, gender identity, gender expression, genetic information, disability, national origin, marital status, political belief, or veteran status. As part of our commitment to our patients and employees’ wellness, Parkland Health is a tobacco and smoke-free campus.
part of a diverse healthcare legacy that’s served our community for more than 125 years. Put your skills to work with us, seek opportunities to learn and join a talented team where patient care is more than a job. It’s our passion. Disclaimer The following job description is designed to indicate the general nature and level of work performed by employees within this classification.
It is not designed to contain or be interpreted as a comprehensive inventory of all duties and responsibilities required of employees assigned to this job. Primary Purpose Serves as a lead worker to Medical Practice Assistants providing patient centered care and operational support to the medical team to ensure
an optimal patient experience. Coordinates activities in the clinical areas and facilities a smooth patient flow. Assists with patient data collection, performs select screenings and completes medical office functions relevant to area/assignment.
Shift: 1st shift Monday-Friday Education • None. Experience • Must have five years of customer service experience, preferably in a medical/healthcare/health insurance setting. • Must have two years of experience in a Medical Practice environment. • Patient registration experience preferred. • Prefer completion of course work towards an accredited medical terminology. • Medical Office Assistant experience or training a plus. • Virtual Care Only:
• Must have 2 years of virtual care or telehealth support experience Certification/Registration/Licensure • School Based Health - Youth and Family Services Only (Cost Center 40270): • Must have a valid Texas Class C Driver License.
Required Tests for Placement • Must demonstrate ability to type 20 words per minute with a maximum of 3 errors. • Must be able to successfully pass a Spelling Test with a minimum score of 85%. Skills or Special Abilities • Must be able to work collaboratively with colleagues to deliver patient/customer services that exceeds patient expectations as evidenced by patient satisfaction scores. • Must be able to demonstrate competency required as applicable to specialty area.
• Must have demonstrated communication skills to include above average verbal skills (heavy public contact) and written skills. Bilingual skills preferred. • Must have a working knowledge of diagnostic ICD-9 CM coding and HCPCS-CPT4 procedure codes. • Must have a thorough working knowledge of medical terminology. • Must have basic knowledge of medical software. • Must demonstrate a positive demeanor, good verbal and written communication skills, and be professional in both appearance and approach. • Must be able to demonstrate intermediate level clerical skills and a working knowledge of standard office equipment.
• Must be detail oriented and have sharp analytical skills to resolve registration issues as related to multiple groups including third-party payors, physicians, patients and the system. • Must be able to solve problems within the guidelines of established policies and procedures. • Must be able to adjust to multiple demands, shifting priorities and rapid change. Virtual Care Only: • Confident with technology, specifically electronic medical record, video encounters and computer applications • Must be able to work collaboratively and optimally with patients with serious health conditions and barriers to care.
Responsibilities 1. Serves as a lead worker for Medical Practice Assistants to include training, scheduling, monitoring and completing Performance Indicator Reports, and other reports to maximize productivity and compliance within the department. Serves as acting supervisor for staff as needed, on weekends, rotating holidays or anytime a shift needs coverage in the absence of a regularly scheduled supervisor. 2. Acts as primary preceptor and provides general and topic specific training to employees, when changes in guidelines occur.
Provides re-education to department staff based on results of reviews to correct potential weaknesses and assure ongoing compliance. Ensures documentation exists to evidence training has occurred. 3. Collaborates and assists with the coordination of operational activities to support clinical operations. 4. Serves as an expert resource for patient intake/inquiries, the backssment of patient needs related to clinical support services. 5. Performs all related Medical Practice Assistant duties and patient service activities in coordination with clinical team, and in an expert manner.
6. Assists with oversight in the day-to-day coordination of clinic/area activities and facilitates clinical support processes according to standards, and has the ability to support all service needs. 7. Proficiently performs delegated technical functions to include but not limited to: a. Obtains and/or records initial patient data including reason for visit, height, weight, allergies, etc. as trained and reports data to appropriate healthcare team member. 8. Practices patient safety measures and in association with site leadership: a. Complies with proper hand hygiene (hand washing/hand sanitizer gel/foam use).
b. Applies or practices proper infection control methods. c. Identifies, corrects and/or reports safety hazards at the time of discovery. d. Identifies and/or facilitates maintenance problems with equipment, initiates requests for work order, and removes from patient care area, as appropriate. e. Informs Environmental Services when additional cleaning activities are needed. 9. Participates in performance improvement and quality initiatives. a. Participates in the unit performance improvement initiatives. b. Meets expected performance quality measures as outlined for area(s) or responsibility.
10. Identifies ways to improve work processes and improve customer satisfaction. Makes recommendations to supervisor, implements, and monitors results as appropriate in support of the overall goals of the department and Parkland. 11. Stays abreast of the latest developments, advancements, and trends in the field of Medical Practices by attending seminars/workshops, reading professional journals, actively participating in professional organizations, and/or maintaining certification or licensure. Integrates knowledge gained into current work practices. 12. Maintains knowledge of applicable rules, regulations, policies, laws and guidelines that impact the Medical Practice.
Develops effective internal controls that promote adherence to applicable state/federal laws, and the program requirements of accreditation agencies and federal, state and private health plans. Seeks advice and guidance as necessary to ensure proper understanding. 13. Based on operational need, may be required to perform role in an alternate Parkland location. Job Accountabilities 1. Identifies ways to improve work processes and improve customer satisfaction. Makes recommendations to supervisor, implements, and monitors results as appropriate in support of the overall goals of the department and Parkland.
2. Stays abreast of the latest developments, advancements, and trends in the field by attending seminars/workshops, reading professional journals, actively participating in professional organizations, and/or maintaining certification or licensure. Integrates knowledge gained into current work practices. 3. Maintains knowledge of applicable rules, regulations, policies, laws and guidelines that impact the area. Develops effective internal controls designed to promote adherence with applicable laws, accreditation agency requirements, and federal, state, and private health plans.
Seeks advice and guidance as needed to ensure proper understanding. Parkland Health and Hospital System prohibits discrimination based on age (40 or over), race, color, religion, interaction (including pregnancy), interactionual orientation, gender identity, gender expression, genetic information, disability, national origin, marital status, political belief, or veteran status. As part of our commitment to our patients and employees’ wellness, Parkland Health is a tobacco and smoke-free campus.
industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
Even with more than 8,500 people, 130 U. S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
Our Perks: Flexible PTO (designed to offer flexible time away for you! ) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here CLA is seeking an Assurance Signing Directorto focus on our Retail practice
for our Dallas, TXoffice. How you'll create opportunities in the role: Assume full responsibility for all client services for clients in book of business. Review and sign engagement letters, discuss the nature and terms of assignments with clients and staff, and approve fees.
Review and approve work papers and audit programs prepared by staff. Periodically review engagement progress to determine whether all phases of the engagement are being carried out properly. Review and sign management letters and other client deliverables. Review time budgets and deadlines, provide ongoing attention to client's management, and attend final client meetings. Demonstrate commitment to the firm through
a willingness to devote time to the practice. Cultivate an understanding of the firm's resources and when to involve other firm professionals.
Maintain steady contact with clients throughout the business year, acquiring thorough knowledge of clients and all facets of their business to effectively attend to the client's needs and to expand services as applicable. Communicate with managers and staff regarding engagement status, client problems, findings, and recommendations. What you will need: Bachelor's or Master's degree in Accounting or related field. Current CPA licensure required. 8+ years of public accounting experience with emphasis in financial statement preparation, audits, reviews, and compilations.
Ability to travel to client sites#LI-CD1 Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities. - Click here to learn about your hiring rights. Wellness at CLATo support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here. Similar Jobs (1) Director of HR Consulting & Outsourcing locations 3 Locations time type Full time posted on Posted 11 Days Ago Start your inspired career When you join CLA, you'll have the opportunity to design your own inspired career.
Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It's not so much about climbing a ladder or acquiring new titles - it's the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With more than 7,500 people, 121 U. S. locations, and a global vision, we promise to know you and help you. For more information visit . Investment advisory services are offered through Clifton Larson Allen Wealth Advisors, LLC, an SEC-registered investment advisor. -Wellness at CLAWellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being.
Click here to learn more about CLA's benefit offerings. CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law. - Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact - xyz X@ - #J-18808-Ljbffr
and Singapore and a corporate presence in major markets worldwide. We create transformative ideas and outcomes for our clients through an integrated offer of communications, experience, commerce, and technology. WPP and our award-winning agencies work with most of the world's biggest companies and organisations - from Ford, Unilever and P&G to Google, HSBC, and the UN.
Our clients include 61 of the FTSE 100, 317 of the Fortune Global 500, all 30 of the Dow Jones 30 and 62 of the NASDAQ 100. WPP are the leader in the Bloomberg Gender Equality Index and 8th in the FTSE 100 rankings for Women on Boards. Why we're hiring: The Accounting & Finance, Lead is responsible for day-to-day finance
operations of the SSC; leading accurate and timely financial reporting; maintaining a framework of robust and efficient control processes; and closely partnering with the SSC Managing Director to develop budgets and forecasts.
The successful candidate will be a reliable source of expertise with a helpful and calm approach to manage daily challenges and queries. What you'll be doing: Ensure accurate and timely reporting of the SSCs' month-end P&L and balance sheet in accordance with IFRS and WPP reporting requirements Own the SSCs' day-to-day transactional accounting processes Assist with internal and external Audits wherever needed Monitor actual performance against budgets and forecasts,
providing summaries of variances Manage all elements of the SSC's balance sheet with all accounts reconciled monthly Manage cost control within the SSC, identifying areas of potential cost reduction Ensure processes are effective and efficient, and all relevant requirements of WPP's internal control framework and policy book are being met Produce KPI reports for local and international management Billing WPP operating companies for work performed by the SSC Work with the SSC Managing Director to prepare annual budgets and quarterly forecasts Manage local tax reporting requirements Manage, support and develop more junior members of the team to improve staff knowledge and experience Provide any ad-hoc reporting requested by local or international management What you'll need: Part qualified accountant or equivalent (eg CPA, ACCA) Professionalism and pride in accuracy and on-time delivery Knowledge of IFRS reporting standards Ability to interpret, manipulate and present data in a logical manner Self-starter with ability to prioritize effectively Confidence in building relationships both internally and externally.
Who you are: You're open : We are inclusive and collaborative; we encourage the free exchange of ideas; we respect and celebrate diverse views.
We are open-minded: to new ideas, new partnerships, new ways of working. You're optimistic : We believe in the power of creativity, technology and talent to create brighter futures or our people, our clients and our communities. We approach all that we do with confidence: to try the new and to seek the unexpected. You're extraordinary: we are stronger together: through collaboration we achieve the amazing. We are creative leaders and pioneers of our industry; we deliver extraordinary every day. What we'll give you: Passionate, driven people - We champion a culture of people that do extraordinary work.
Scale and opportunity - We offer the opportunity to create, influence and deliver projects at a scale that is unparalleled in the industry. Challenging and stimulating work - Unique work and the opportunity to join a group of creative problem solvers. Are you up for the challenge? #LI-MR1 and #LI-Hybrid WPP is an equal opportunity employer and considers applicants for all positions without regard to race, color, religion or belief, interaction, age, national origin, citizenship status, marital status, military/veteran status, genetic information, interactionual orientation, gender identity, physical or mental disability.
We believe in creating a dynamic work environment that values diversity and inclusion and strives to recruit a diverse slate of candidates to help us achieve that goal. Please read our Privacy Notice for more information on how we process the information you provide.
and the support of a Fortune 100 company. You will have the opportunity to build your confidence, develop a professional network, and change people's lives by helping them achieve financial freedom. Here, hard work pays off! Our internship program mimics our full-time Financial Representative role, allowing you to: Build your client base through prospecting and networking Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to planning software platforms Get licensed with your Life, Accident, and Health insurance license Participate in weekly coaching, training, and development meetings As a Northwestern Mutual
intern, you can expect a flexible schedule to work around life and your classes.
With our year-round program, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP -.
Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible interns have an opportunity to interview for a full-time Financial Representative role upon graduation. Qualifications: Are you a fit for this internship?
Full-time student; juniors and seniors preferred Entrepreneurial and curiosity for sales Coachable, Driven, and Hard-working Excellent time-management skills Interest in financial literacy and planning tools Business savvy Compensation: Compensation Commissions Development Stipends Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) Benefits: Yes Skills required: Desired skills --- Enjoys building new relationships and rapport with prospective clients --- Productive in a collaborative environment --- A desire for continuous learning --- Entrepreneurial spirit --- Proficient oral and written communication skills
to the Accounting Manager and have an opportunity for career growth. You could thrive in this position if you love Excel, maintain a positive attitude, and are open to an entry-level accounting position. This long-term contract / temporary entry-level Accountant position is located in Dallas, Texas.
Major responsibilities- Aiding in full cycle Accounts Payable and Accounts Receivable processes- Investigating and fixing account discrepancies- Assisting with audit fieldwork for both financial and operational audits- Log data- Ensuring that accounts contained in the general ledger are correct- Put together monthly journal entries- Carrying out alternate duties and taking part in special projects as assigned
Specialist - Family Services Location: Dallas, 75247 Pay: $20/hr. Schedule: 8am - 5pm / Mon - Fri You will interact with customers and family service providers to determine their needs and provide customers with services and information. This includes determining qualifications, providing consumer education as it relates to the importance of quality family services and enrolling customers in eligible provider s centers.
Job Description: Customer service calls to determine eligibility, maintains, and completes all eligibility records for family service provider cases, including eligibility screening and backssment of family needs. Qualifications Specialist handle customer service calls
to backss and determine the eligibility of family services providers to participate in government funded assistance programs. Processes childcare eligibility, case changes, drops, and transfers accurately within the required time frame as established by funding sources.
Providing excellent customer service in a professional manner. Contacting customers will be necessary to gather necessary information and explain outcomes, and customer rights and responsibilities. Educates new customers coming into family program and offer solutions example; if they are not eligible, offer other alternatives. Qualifications Specialist will do a combination of administrative tasks, client communication,
and monitoring to ensure that children have access to safe and quality family services.
Requirements: Bachelor s degree preferred REQUIRED : One to two years of experience in determining eligibility, working directly with customers and entering information into a database. Bilingual in Spanish is a HUGE plus! Proficiency in Microsoft Word, Microsoft Excel and Outlook is required. Prompt and regular attendance is required. For more details: jobs-search. org/qualifications-specialist_dallas-c448655/qualifications-specialist-dallas_i1982687315
States of America About the role The purpose of this position is to provide administrative support to the Project Management team.
The ideal candidate will have a background in the financial industry and will have excellent written and verbal communication skills coupled with proven knowledge of processing financials, project closeouts, budgets, invoices, and purchase orders.
What you'll do Oversees project documentation and coordinates documentation revisions and distributions. Prepares standard project status reports for project delivery team or work group, client, and management. Reports typically include status updates, budget, schedule, and risk. Schedules meetings and communication
plan(s) regarding projects among teams and/or clients. Coordinates change orders, change directives (CD), and contemplative change notices (CCN) with consultants and vendors.
Contract administration, including attending tender openings and recording results, issuing letters of acceptance, and updating tender tracking log. Enters project status updates, schedule updates, and cash flow forecasts into project management technology tools. Processes documentation for project commitments (i. e. Agreements, Contracts, Work Authorizations, Purchase Orders). Prepares and reviews invoices and payment applications for processing in accordance with compliance requirements as per established governance
of clients. Assists in all project close-out procedures receipts of required close-out/turnover documents, and compliance with close-out checklists.
Coordination of lien searches; receipt of occupancy and closed building permits and warranty manuals. Supports Project Manager in maintaining project metrics for SLA and Key Performance Indicators. Coordinates with project administration functions (i. e. meeting minutes; budget tracking; schedule updates; move management; closeout). What you'll need A high school diploma or General Education Degree (GED) is required. Minimum of two years of experience in a senior administrative role with a financial background.
Proficient with Microsoft Excel and Power Point is required. Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future. Why CBRE? CBRE offers excellent and comprehensive benefits including Health Insurance, 401(K), Dental, Vision, Life insurance, and more! We lead by example, guided by the needs of the cities we inhabit, the communities we build and the world we live in. CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, interaction, interactionual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
We also provide reasonable accommodations, as needed, throughout the job application process. If you have a disability that inhibits your ability to apply for a position through our online application process, you may contact us via email at xyz X@ or via telephone at xyz X (U. S. ) and xyz X (Canada). NOTE: Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing.
If you have questions about the requirement(s) for this position, please inform your Recruiter.
areas of the company to drive efficiency and promote a self-serve strategy. Focusing heavily on special projects and enhancing current business processes within the Finance and Accounting groups, daily tasks will also include system maintenance, complex data analysis, end-user training sessions, troubleshooting user technical issues and more.
The Analyst will work directly with various IT, Merchant, Planning, and Inventory Management departments across the organization to enhance current financial business processes and implement new applications as directed. In addition, the individual will work closely with the Financial Systems Manager to perform process improvement initiatives and
support new business ventures. Qualifications: Skill & Experience Requirements -Bachelors degree in Accounting, Finance, Business or equivalent -Strong leadership, intuitive and interpersonal skills -Highly proficient in MS Excel and other MS Office products -Strong technical and financial background with 2-3 years of experience -Excellent verbal & written communication -Serve as liaison between IT and Business focused departments -Ability to evaluate processes and design/execute process improvements Preferable Systems Experience: -Large platform ERP experience -Proficient SQL skills -MS Power Automate/Power Apps/Power BI
facilities. ---Perform financial statement variance analysis to ensure the facility-level financial statements are properly stated. This includes detailed revenue and reserve analysis. ---Act as a resource for facility contacts, internal departments, as well as management, to assist in providing/expl aining financial statement information.
---Perform monthly/quarterly cash flow analysis to support distribution calculations. ---Perform facility valuations. ---Perform all month-end balance sheet reconciliations (including bank reconciliations) for the facilities in which they are assigned. ---Provide supporting documentation to internal and external auditors. ---Actively participate in
the yearly budgeting process, providing guidance to their facilities as needed. ---Assist with special projects. ---Facilitate the completion of monthly close procedures, including roll forwards and reconciliations.
---Prepare and distribute monthly and quarterly financial reporting packages. ---Provide quarterly budget-to-actual comparisons to department heads. ---Prepare and collect support for external auditors. ---Assist with the preparation of the Company's yearly budget. ---Fulfill other duties, commensurate with experience, as a member of the facility accounting team. Qualifications: ---Bachelor's degree (minimum) in Accounting or Finance (minimum GPA 3.0). ---3 + years accounting
experience. ---Takes ownership and pride in his/her work and enjoys learning new things.
---Possesses excellent verbal and written communication skills. ---Proficient in Excel, Oracle GL experience a plus (but not a requirement). ---Has the capacity to work within tight deadlines. ---Works well both independently and within a team plies with federal, state, and/or local laws regarding mandatory vaccination of its workforce. If you are offered t his position and must be vaccinated under any applicable law, you will be required to show proof of full vaccination or obtain an approval of a religious or medical exemption prior to your start date. If you receive an exemption from the vaccination requirement, you will be required to submit to regular testing in accordance with the law.
2+ to 5 years experience Seniority Level - Associate Management Experience Required - No Minimum Education - Bachelor's Degree
accounting research, SEC support, day-to-day accounting operations, SOX/internal controls and business partnering across FP&A. This is a very high-profile role with a prominent organization, with bonus and equity included in the compensation package.
and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Core Logic is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy.
We know our people are our greatest asset. At Core Logic, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities that better serve the property industry. Job
Description: This leader will work in conjunction with peer leader providing direction, management, consultation and oversight of the Client Account Management team supporting all clients for Tax & Flood.
This leader is continually engaged in leading and inspiring their team in developing and documenting best practices in the performance of all duties and responsibilities. Creates exceptional experience for new and existing clients who consume Core Logic products, services and solutions. Core duties include management and leadership of the team, striving for the continuous improvement of the customer experience. Tactical emphasis is on day-to-day support of staff, customer satisfaction,
recruiting, coaching and training. A commitment to excellence is demonstrated through continuous staff development programs enhancing employee engagement, service, knowledge, skills, and morale.
KEY RESPONSIBILITIES Management of Third Party supplier relationships. Transformation of operations with a digital first mind set by leveraging existing tools and technology and best practices. Suggest investment opportunities to drive modernization, automation, self-service that aligns with customer expectations and drives client satisfaction. Provide strong, dynamic leadership that mentors, develops, and guides team members to efficiently leverage the value of every interaction for maximum client satisfaction.
Develop and maintain effective organization of responsibility, including efficient recruiting, training, coaching, performance standards, staffing levels and supervision. Maintain high levels of employee engagement, reflected within the ongoing surveys. Develop and execute action plans based on results. Develop and maintain strong relationships with other internal depts to effectively partner and collaborate with them on initiatives, issues, and escalations, as needed. Empower team members to coordinate and collaborate across CL depts, as needed.
Support and escalate for them, as needed. Collaborate with appropriate functional business partners on the on-boarding, implementation and management of new clients Complete special projects as required. Job Qualifications: College degree preferred or equal combination of education and experience. Strong Mortgage Tax operations knowledgepreferred Measurable experience in managing and growing profitable satisfied client relationships and/or relevant account management experience. Strong mentoring and relationship building skills with ability to effectively manage group and interpersonal conflict situations.
Agile transformation agent who thrives on change management. Strong demonstrated success working in the BPO/Outsourcing space collaborating with Third Party Suppliers. Technical Skills: Strong user of Microsoft Productivity Tools, working knowledge with mainstream CRMs, Operational systems, Ticketing/Customer Service Systems/Platforms Excellent negotiation, interpersonal, verbal and written communication skills. Experience in planning, developing and implementing communication and educationprograms/materials. Experience in planning, developing and implementing new client accounts, programs, products or services in real estate, financial or technology sectors.
Minimum of 3 years management experience to include planning, developing, implementing and managing a varied functions and working with onshore, nearshore, offshore and managed services models. Annual Pay Range:80,200 - 100,000 USDCore Logic benefits information can be found here: http: ///. Qualifications, locations and experience of the individual ultimately selected for the position may impact the final actual offered compensation, which may vary from any posted range. Core Logic's Diversity Commitment: Core Logic is fully committed to employing a diverseworkforce and creating an inclusive workenvironment that embraces everyone's uniquecontributions, experiences and values.
We offer anempowered work environment that encouragescreativity, initiative and professional growth andprovides a competitive salary and benefits package. We are better together when we support and recognize our differences. EOE AA M/F/Veteran/Disability: Core Logic is an Equal Opportunity/Affirmative Actionemployer committed to attracting and retaining thebest-qualified people available, without regard torace, color, religion, national origin, gender, interactionualorientation, gender identity, age, disability or statusas a veteran of the Armed Forces, or any other basisprotected by federal, state or local law.
Core Logicmaintains a Drug-Free Workplace. Please apply on our website for consideration. Privacy Policy - http: ///privacy. aspx By providing your telephone number, you agree to receive automated (SMS) text messages at that number from Core Logic regarding all matters related to your application and, if you are hired, your employment and company business. Message & data rates may apply.
You can opt out at any time by responding STOP or UNSUBSCRIBING and will automatically be opted out company-wide. Connect with us on social media! Click on the quicklinks below to find out more about our company and associates.
We're looking for detail-oriented team players who have an interest in financial markets and want to gain insight into the firm's operations and control processes. Your Impact We are looking for a strong data scientist, passionate about using data to challenge the norm, to join our Embedded Data Analytics team.
The candidate will work closely with the audit teams to build innovative and reusable analytical tools that will help make audit testing more efficient and provide meaningful insights into firm's control environment As part of the third line of defense, you will be involved in independently backssing the firm's overall control environment and its effectiveness as it relates to
current and emerging risks and communicating the results to local/ global management. In doing so, you will be supporting the provision of independent, objective and timely assurance around the firm's internal control structure, thereby supporting the Audit Committee, Board of Directors and Risk Committee in fulfilling their oversight responsibilities.
Responsibilities Perform Database related activities - Data Modeling, Data Engineering, Data Governance and maintenance of Entitlements Obtain/Manage requirements that are tailored to each audit project and provide the results that can be used to provide insight to auditors in terms of sample selection, control gap identification, completeness
of data sources, and data integrity (i. e. Data Blessing) Build production ready analytical tools to automate repeatable and reusable processes within IA using reporting tools such as Tableau, Spotfire or Qlikview Execute elected data analysis activities.
Such activities may be defined as procedural or programmatic tasks related to the analysis, extraction, transformation, and uploading of data (structured and unstructured) (i. e. ETL processes). - Perform Data analysis activities that may also be supplemented by summarized technical narratives describing the integrity of specific automated controls. - Write data analysis code (e. g. Python, Java, or Slang) - Identify areas for process standardization and implement automation techniques in applications used for audit process and Data Analytics Execute on Embed DA - Data strategy developed by IA management within the context of audit responsibilities, such as risk backssment, audit planning, creation of reusable tools and providing innovative solutions to complex problems Partner with audit teams to help identify risks associated with businesses and facilitate strategic data sourcing and develop innovative solutions to increase efficiency and effectiveness of audit testing Build and manage relationships and communications with Audit team members Basic Qualifications 8+ years of experience with a minimum of Bachelor's in Computer Science, Math, or Statistics Strong experience in RDBMS/ SQL Exposure to ETL Processes, Data Engineering and Data Governance Experience in implementing Data Blessing/Data Quality measures and entitlement models Proficiency in programming languages, such as Python, Java, or C++ Knowledge of basic statistics, including descriptive statistics, data distribution models, -Time Series Analysis, correlation, -and regression, -and its application to data Strong team player with excellent communication skills (written and oral).
Ability to communicate what is relevant and important in a clear and concise manner and ability to handle multiple tasks Strong contributing member of Data Science team and help build analytical capabilities for Internal Audit Division Driven and motivated and constantly taking initiative to improve performance Preferred Qualifications Experience with advanced data analytics tools and techniques Familiarity with text analytics and NLP using python Familiarity with machine learning algorithms and exposure to supervised and unsupervised learning - Linear/Logistic Regression, SVM, Random Forest and Boosting, Clustering and Patterns Recognition techniques Experience with analytical/ statistical programs such as SAS, SPSS, and R Experience with visualization tools (Tableau, Spotfire or Qlikview) is a plus Creativity/Innovation, i.
e. ability to create new ways to improve current processes and develop practical solutions that add value to department About Goldman Sachs At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm.
Headquartered in New York, we maintain offices around the world. - We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at /careers.
- We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: /careers/footer/disability-statement. html - The Goldman Sachs Group, Inc. 2023. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/interactionual Orientation/Gender Identity #J-18808-Ljbffr
a seasoned Premier Client Support Specialist to join our Private Banking team in Dallas, TX. The ideal candidate will have the experience necessary to be able to perform the following: Coordinates all Premier Wealth Management support activities, special projects, internal controls, including training of new accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch Administration, Compliance and other bank departments Processes and closes both routine and complex residential and commercial loans.
Communicates and consults with existing and prospective customers on products and services offered to ensure
needs are met. Accepts loan applications for underwriting and documentation and closes loans. Reviews and audits loan documentation for accuracy and completeness and follows up as necessary.
May perform cash handling and deposit functions. Other duties as assigned. Qualifications: Requires High School diploma or equivalent and 3+ years of experience in private/executive banking, including regular client contact, or other directly related experience. A college degree and 5 years related experience preferred. Advanced knowledge of bank products, procedures and customer service. Ability to assist with all aspects of relationship management and be able to input loans and work loan files independently.
Ongoing and proactive client contact with refined analysis and client service conduct required.
Must be knowledgeable in lending regulations. Be familiar with common office software and applications. Must have strong interpersonal, written, and verbal communication skills. Must be able to work independently, prioritize projects, and follow through on deadlines. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products