Have conversations with individuals, families, or business owners about their financial goals.
Help create a game plan or roadmap to help them achieve their short-term and long-term financial goals.
Provide financial solutions, products, and services, including retirement planning, wealth accumulation, and investments.
Morrison Family Financial, a GFI Affiliate, strives to put the needs of families in the forefront of every decision made. They believe in taking an educational approach to finances and deliver expertise to people from all backgrounds, partnering with Fortune 500 companies.
Plan for postsecondary options, apply academic achievement strategies, manage emotions and apply interpersonal skill.
Focuses students and families on college and career readiness; meets quarterly with all students to review graduation plan and post-secondary options.
Provides short-term counseling to students and referrals for long-term support, as necessary; provides a support system that strengthens the efforts of teachers, staff, and parents.
Stride, Inc. provides innovative, high-quality, tech-enabled education solutions, curriculum, and programs. They serve learners of all ages in all 50 states and more than 100 countries and are committed to powering learning, no matter what stage of life.
Guiding them toward scheduling their care assessments.
Giving them the encouragement they need to take that next step.
Carenet Health turns everyday conversations into meaningful connections that help people take charge of their health. They value their team members and show it through a competitive and supportive package.
Provide administrative support to various departments.
Manage digital files and ensure accurate record-keeping.
Schedule meetings and coordinate travel arrangements.
TBS Investment & Management Company is passionate about providing administrative support in a remote setting. The company fosters a fast-paced and innovative work environment, offering opportunities to develop professional skills.
Communicate clearly, empathetically, and professionally with patients and families.
Shriners Children’s respects, supports, and values each other. They are engaged in providing excellence in patient care, embracing multi-disciplinary education, and research with global impact. Shriners Children's was named as the 2025 best mid-sized employer by Forbes.
Handle inbound and outbound customer calls, secure messages, and/or emails in a fast-paced contact center environment.
Use effective communication and probing questions and critical thinking skills to identify customer needs and provide relevant solutions which may include offering banking products.
Advise and educate customers on available Forbright's digital tools and resources to improve the user experience.
Forbright is a full-service bank and commercial lender focused on helping to build a brighter future for our clients and the communities we serve. We are a dynamic, high energy, fun, and fast-paced organization that has an exciting growth trajectory and a meaningful mission.
Responds to telephone inquiries promptly, professionally, and efficiently to provide resolution.
Analyzes provider questions to determine best use of resources to resolve the situation.
Empower AI provides federal agency leaders with tools to elevate their workforce's potential for transformation. They leverage three decades of experience solving complex challenges in Health, Defense, and Civilian missions and are headquartered in Reston, VA.
Review and enter occupational and industry data into designated systems.
Apply standardized coding instructions under supervision.
Follow established procedures and government-provided guidelines.
TBS Investment & Management Company is a certified SDVOSB and ISO-certified organization. They are a growing company delivering impactful language access services focused on operational excellence and community impact.
Respond to membership requests via online helpdesk and phone.
Maintain accurate accounts for a database of approximately 30,000 members.
Assist with posting Purchases Ledger invoices and Bank transactions.
Explore Learning offers educational support to children. They focus on building confidence and a love of learning through personalized tutoring programs.
Supporting the development and review of financial reports, dashboards, and presentations.
Assisting with monthly forecasting cycles, budget updates, and variance analysis.
Conducting research and financial modeling for strategic projects and investment decisions.
AWP Safety's FP&A Internship Program offers hands-on learning for early-career professionals aiming to build a future in Financial Planning & Analysis. Interns partner with finance leaders on projects supporting organizational performance, financial accuracy, and strategic decision-making.
Distribute daily mortgage rate sheets and ensure timely updates to internal stakeholders.
Assist with processing rate lock, relock, and extension requests , supporting lock desk workflow accuracy.
Maintain accurate loan pricing, lock desk, and transaction activity records.
ELEND is strengthening its secondary marketing operations by combining disciplined pricing processes, efficient lock-desk workflows, and strong operational controls. Their team values precision, responsiveness, and collaboration, ensuring that internal stakeholders receive accurate pricing support while maintaining compliance with market and regulatory requirements.
Work as a liaison between the NAF borrower and NAF Loan Officer.
Build rapport on initial call, take detailed notes, communicate outcome, and follow up with leads as needed.
Exceed minimum standards for level of effort and transfer performance.
They connect borrowers who are eligible for a refinance or are in the market for a new home with a Loan Officer. The company's culture involves effectively communicating with customers and Loan Officers through email, chat, and telephone conversations, and providing a high level of customer service.
Demonstrate experience interpreting and responding to customer requests through, understanding the customer's needs, and identifying actions to help achieve customer objectives quickly
Help consumers understand credit bureau processes and educate them in appropriate steps to request corrections
Provide information about credit-related memberships, services, and product offerings; advocate for solutions that will help callers improve their creditworthiness
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries.
Develop and execute regional recruitment strategies to meet enrollment goals.
Monitor team performance, set goals, and implement best practices for admissions counseling.
Track and analyze key performance indicators (KPIs) related to admissions and enrollment.
Concorde Career Colleges is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee. They did not disclose the size or culture in the job posting.
Possess strong oral and written communications skills.
Exhibit excellent interpersonal skills using tact, patience, and courtesy.
Thoroughly and efficiently gather customer information, assess, and fulfill customer needs and educate customers where applicable.
SMI is a leading provider in government payment solutions, developing state-of-the-art solutions and running complex human services operations. With over 53 years in operation as a family-owned business, SMI has grown to over 600 employees across the country, and considers its employees and customers as part of their extended family.
Under supervision, perform clerical work including complex data processing functions, recording, researching, checking and maintaining records; furnishing information to licensing applicants; and processing applications as needed.
Check records for accuracy of information and for conformity with established policy and procedures.
Under supervision, prepare and monitor reports.
The NYC Department of Consumer and Worker Protection (DCWP) protects and enhances the daily economic lives of New Yorkers to create thriving communities. DCWP licenses nearly 45,000 businesses in more than 40 industries and enforces key consumer protection and workplace laws.
Answer inbound calls from customers about the reverse mortgage program.
Initiate outbound calls to potential customers and qualify them.
Transfer interested and qualified customers to the sales team.
Longbridge helps seniors unlock their home equity, allowing them to enjoy their retirement. They have an "Excellent" rating on Trustpilot and have been named a Great Place to Work® three years in a row, offering opportunities for growth and a positive culture.
Educate recipients about the Pathways Program offerings and enrollment options.
Introduce managed care choices to recipients and aid in navigating health care and dental plans.
Cultivate positive relationships with county staff, state agencies, community groups, and recipients.
Knowledge Services is a company that provides workforce management solutions. They are committed to working with individuals with disabilities and providing reasonable accommodations.