5,324 Home Financing jobs in the United States

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Home Improvement Financing Lending Specialist is responsible for accepting and processing customer loan applications while maintaining a high level of customer service and accuracy in all job functions. The role also provides administrative support within the group and communicates professionally with external customers and internal partners.
Regions Home Improvement Financing, a division of Regions Bank, engages in strategic partnerships with home-improvement manufacturers, distributors, franchisors, trade groups, and independent contractors to provide Point-of-Sale financing capabilities. This enables these partners to provide homeowners with an additional option to pay for various improvements to their homes, benefitting both the contractor partner and the homeowner.
**Primary Responsibilities**
+ Handles customer phone calls and assists customers with financing home improvements
+ Adjusts existing applications as needed
+ Communicates application processes and provides approval or denial decisions to customers
+ Ensures company procedures are followed
+ Serves as a back up to preform administrative support functions
+ Prepares and composes letters and reports
This position requires the tracking of time and is eligible for overtime hours worked in excess of 40 per week under the Fair Labor Standards Act.
**Requirements**
+ High School Diploma or GED
**Preferences**
+ Professional work experience preferably in a financial institution
**Skills and Competencies**
+ Ability to use good judgement in difficult situations
+ Ability to work in a fast-paced and team environment
+ Demonstrated ability to follow direction and training procedures
+ Excellent computer skills, including general database applications and Microsoft Office Suite
+ Excellent customer relation skills
+ Strong verbal, written communication, and organizational skills
**Additional Preferences**
+ Ability to accurately observe stable and scrolling on-screen text and images
+ Ability to accurately detect verbal information and communicate verbally using a headset or speaker and microphone
+ Ability to operate a keyboard and mouse to type and make on-screen selections
+ Ability to work at a computer for extended periods of time
This position may be filled at a higher level depending on the candidate's qualifications and relevant experience.
Schedule of Role: Monday - Friday, 8:00am - 4:30pm
There is also a mandatory rotational Saturday.
Specific hours will be discussed during the interview.
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$36,500.00 USD
**_Median:_**
$41,540.00 USD
**Incentive Pay Plans:**
This job is not incentive eligible.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Enerbank Provo
**Location:**
Provo, Utah
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Home Improvement Financing Relationship Specialist supports our team of Relationship Managers in the development of existing relationships with program sponsors and/or contractor clients, helping them achieve their goals and solve problems.
Regions Home Improvement Financing, a division of Regions Bank, engages in strategic partnerships with home-improvement manufacturers, distributors, franchisors, trade groups, and independent contractors to provide Point-of-Sale financing capabilities. This enables these partners to provide homeowners with an additional option to pay for various improvements to their homes, benefitting both the contractor partner and the homeowner.
**Primary Responsibilities**
+ Makes assigned outbound phone calls to contractors to educate them about product, process, or reporting enhancements and next steps required to utilize them
+ Responds promptly to assigned inbound calls from program sponsors and/or contractors
+ Provides information, answers routine questions, or refers problem/opportunity to Relationship Manager or Assistant Division Manager for satisfactory resolution
+ Assists relationship managers in client conference pre-show planning and execution as well as post-show follow-up
+ Assists relationship managers in the development and execution of annual relationship plans
+ Assists relationship managers with new program sponsor launches
+ Maintains client files on Customer Relationship Management (CRM) system including contact information, correspondence, and call reports as well as highlights of all client interactions useful to managing the relationship
+ Supports relationship managers with miscellaneous administrative tasks as assigned
+ Develops an in-depth knowledge of business development, marketing strategies and positioning, new program launch strategies, program sponsor and contractor training, choice of payment options, PartnerPortal reporting and tracking system capabilities, CRM system, loan center and contractor support workflow processes, pricing, program agreements, credit policy, market demand, and competition
+ May attend certain client conferences or events
+ May schedule and present new contractor onboarding training
This position requires the tracking of time and is eligible for overtime pay for hours worked in excess of 40 per week under the Fair Labor Standards Act.
**Requirements**
+ Bachelor's degree in Business, Communications, or related field
+ Or Associate's degree and two (2) years client-facing or related experience
+ Or High School Diploma or GED and four (4) years client-facing or related experience
**Preferences**
+ Prior client-facing or related experience
+ Willingness and ability to travel
**Skills and Competencies**
+ Ability to communicate with all personality types including dominant/strong personalities without fear or apprehension
+ Ability to work in a collaborative environment
+ Capacity and willingness to learn quickly
+ Challenge oriented with "can-do" attitude
+ Communicates in a positive, motivating, and persuasive way
+ Organized, deliberate and detail oriented
+ Sense of urgency
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$50,500.00 USD
**_Median:_**
$63,620.00 USD
**Incentive Pay Plans:**
This job is not incentive eligible.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Salt Lake City UT LOB
**Location:**
Salt Lake City, Utah
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Home Improvement Financing Collections Recovery Collector manages recovery accounts after charge off and works with Collections Managers to establish settlement and repayment terms.
Regions Home Improvement Financing, a division of Regions Bank, engages in strategic partnerships with home-improvement manufacturers, distributors, franchisors, trade groups, and independent contractors to provide Point-of-Sale financing capabilities. This enables these partners to provide homeowners with an additional option to pay for various improvements to their homes, benefitting both the contractor partner and the homeowner.
**Primary Responsibilities**
+ Processes recovery payments as authorized
+ Assists in distributing and sorting of mail, processing and coding of all recovery checks, coding of legal and recovery invoices, and billing
+ Establishes contact with account holders and sets up repayment terms on low balance charge off accounts
+ Assists in review of the Follow Up report for updated status on recovery and legal accounts
+ Documents and reviews recovery accounts with payment agreements and updates any changes of legal status in collection system notes
+ Assists in daily requests with collection attorneys, gathering additional loan documentation and case management
+ Aids in locating UTL accounts
+ Monitors charge off accounts for settlements and or paid in full status and submits AUD requests to update credit status and have account then purged off system
This position requires the tracking of time and is eligible for overtime hours worked in excess of 40 per week under the Fair Labor Standards Act.
This position is incentive eligible.
**Requirements**
+ High School Diploma or GED
+ Two (2) years of collections recovery or related experience
**Skills and Competencies**
+ Ability to communicate with all levels of management
+ Ability to multi-task and work in a fast-paced environment
+ Proficient in the Microsoft Office Suite
+ Strong verbal and written communication skills
+ Working knowledge of collection and lending software
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$40,000.00 USD
**_Median:_**
$48,240.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Salt Lake City UT LOB
**Location:**
Salt Lake City, Utah
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Home Improvement Financing Customer Outreach Specialist is responsible for performing calls to customers who have home improvement loan(s) with Home Improvement Financing and helping ensure contractor and customer relationships are strong.
Regions Home Improvement Financing, a division of Regions Bank, engages in strategic partnerships with home-improvement manufacturers, distributors, franchisors, trade groups, and independent contractors to provide Point-of-Sale financing capabilities. This enables these partners to provide homeowners with an additional option to pay for various improvements to their homes, benefitting both the contractor partner and the homeowner.
**Primary Responsibilities**
+ Performs calls for applications with home improvement loans that the Bank would like to further review
+ Processes Positive Confirmation (PC) calls and extra steps associated with PC calls in a timely manner to limit delaying payment to the contactor
+ Reviews and updates each account as needed
+ Maintains high level of customer service and accuracy in all job functions
+ Meets required production levels for call quality and quantity
+ Returns email and voicemail communications promptly
+ Recommends appropriate action if further review is necessary and raises any observations or concerns to Management, Sales, Credit, and/or Customer Relations in a timely fashion as needed
This position requires the tracking of time and is eligible for overtime hours worked in excess of 40 per week under the Fair Labor Standards Act.
**Requirements**
+ High School Diploma or GED
+ One (1) year of customer service or related experience
**Skills and Competencies**
+ Ability to multi-task and work in a fast-paced environment
+ Ability to remain calm and focused in stressful situations
+ Ability to work on a team
+ Demonstrated professionalism and self-motivation
+ Excellent customer service skills
+ Excellent verbal and written communication skills
+ Strong attention to detail
+ Strong computer skills, including Microsoft Office Suite
+ Strong typing skills with emphasis on speed and accuracy
**Work Hours:**
Monday-Friday 7:00am-3:30pm (MT)
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$37,750.00 USD
**_Median:_**
$44,940.00 USD
**Incentive Pay Plans:**
This job is not incentive eligible.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Salt Lake City UT LOB
**Location:**
Salt Lake City, Utah
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Home Improvement Financing Customer Outreach Specialist is responsible for performing calls to customers who have home improvement loan(s) with Home Improvement Financing and helping ensure contractor and customer relationships are strong.
Regions Home Improvement Financing, a division of Regions Bank, engages in strategic partnerships with home-improvement manufacturers, distributors, franchisors, trade groups, and independent contractors to provide Point-of-Sale financing capabilities. This enables these partners to provide homeowners with an additional option to pay for various improvements to their homes, benefitting both the contractor partner and the homeowner.
**Primary Responsibilities**
+ Performs calls for applications with home improvement loans that the Bank would like to further review
+ Processes Positive Confirmation (PC) calls and extra steps associated with PC calls in a timely manner to limit delaying payment to the contactor
+ Reviews and updates each account as needed
+ Maintains high level of customer service and accuracy in all job functions
+ Meets required production levels for call quality and quantity
+ Returns email and voicemail communications promptly
+ Recommends appropriate action if further review is necessary and raises any observations or concerns to Management, Sales, Credit, and/or Customer Relations in a timely fashion as needed
This position requires the tracking of time and is eligible for overtime hours worked in excess of 40 per week under the Fair Labor Standards Act.
**Requirements**
+ High School Diploma or GED
+ One (1) year of customer service or related experience
**Skills and Competencies**
+ Ability to multi-task and work in a fast-paced environment
+ Ability to remain calm and focused in stressful situations
+ Ability to work on a team
+ Demonstrated professionalism and self-motivation
+ Excellent customer service skills
+ Excellent verbal and written communication skills
+ Strong attention to detail
+ Strong computer skills, including Microsoft Office Suite
+ Strong typing skills with emphasis on speed and accuracy
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$37,750.00 USD
**_Median:_**
$44,940.00 USD
**Incentive Pay Plans:**
This job is not incentive eligible.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Enerbank Provo
**Location:**
Provo, Utah
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Home Improvement Financing Marketing Channel Strategist II provides decision support and direct marketing campaign execution to support marketing needs for the company.
Regions Home Improvement Financing, a division of Regions Bank, engages in strategic partnerships with home-improvement manufacturers, distributors, franchisors, trade groups, and independent contractors to provide Point-of-Sale financing capabilities. This enables these partners to provide homeowners with an additional option to pay for various improvements to their homes, benefitting both the contractor partner and the homeowner.
**Primary Responsibilities**
+ Implements marketing campaigns and customer centric communications
+ Transfers data to and from internal and external partners for campaign implementation
+ Provides marketing campaign decision support and develops comprehensive campaign requirements/specifications
+ Confirms accurate and complete understanding of requirements and seek clarification where needed
+ Designs, builds, audits (quality control), and executes marketing campaigns within expected timeframes
+ Ensures marketing offers are provided to downstream operational systems
+ Develops standards to streamline campaign development
+ Creates campaign waterfall reports and briefs key stakeholders
+ Ensures correctness and quality of campaigns and execution
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
**Requirements**
+ Bachelor's degree in Marketing or related field and three (3) years of Marketing or related
+ Or Associate's degree in Marketing or related field and two (5) years of Marketing or related experience
+ Or High School Diploma or GED and four (7) years of Marketing or related experience
**Preferences**
+ Knowledge of the financial services industry and applicable products, services, and data
**Skills and Competencies**
+ Ability to manage multiple priorities simultaneously
+ Ability to learn additional systems as needed
+ Ability to research, analyze data, and derive facts
+ Ability to work in a team environment when applicable
+ Ability to work under pressure and meet deadlines
+ Intermediate Skills in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
+ Proficient verbal, written communication, and organizational skills
+ Strong work ethic and self-motivation
Additional Job Description
+ This position may be filled at a higher level depending on the candidate's qualifications and relevant experience.
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$66,656.15 USD
**_Median:_**
$90,850.00 USD
**Incentive Pay Plans:**
This job is not incentive eligible.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Salt Lake City UT LOB
**Location:**
Salt Lake City, Utah
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, "on your side" goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.

Sales Assistant

This position is responsible for handling basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner. Provides customers with product knowledge and resolves customers concerns. Utilize functional expertise and knowledge of the business to support, develop and lead new initiatives, and maximize growth and profitability of the business.

Key Responsibilities:

•Provides support for customers by handling inquiries via calls/emails/chats, and demonstrates knowledge, understanding and experience to handle volume of internal and or external customer inquiries may include escalations

•Resolves complex questions/concerns and refer other inquiries to appropriate areas as needed

•Project Management: To initiate, execute, communicate and document projects as needed

•May act as a liaison to other departments where follow-up will be required to meet customers needs

•Assists in identifying process improvement opportunities

•Engages, inspires, educates and mentors, new hires and incumbents

•Collaborates with other areas to identify, analyze, and improve processes

•Inputs and tracks into the appropriate databases

Supervisory Responsibilities:

This job does not have supervisory duties.

Education and Experience:

•High School Diploma or GED (Preferred)

•0-2 years experience (Preferred)

•In lieu of the above education requirements, an equivalent combination of education and experience may be considered.

Certificates, Licenses, Registrations:

•Property & Casualty License (Preferred)

•SIE Exam and Series 6 and 63 Licenses (Preferred)

Functional Skills:

•Advanced product knowledge and insurance regulations knowledge

•Excellent working knowledge of Allstate s systems required to perform the role

•Ability to sell and service policies (based on requirements of the department)

•Ability to diffuse customers and agents

•Excellent working knowledge of billing concepts and Allstate s billing systems

•Effective oral and written communication skills

•Intermediate problem-solving skills

•Ability to adjust schedule according to business need

This is a hybrid role where candidates are required to into the Boise Regional office twice a week.

Job Description Summary
Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you!

As an Analyst, you'll provide prompt, efficient service for assigned product and/or service center internal and external customers. You will coordinate communication between contract holders, producers and internal Nationwide departments. We'll count on you to review forms and files submitted by members or partners to ensure accurate entry into record keeping systems.

Job Description

Key Responsibilities:

• Prepares all materials to propose, sell and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information.
• Interprets plan provisions, product rules and guidelines to process requests in accordance with Plan and Legal requirements.
• Provides extraordinary care to our customers through workflow management and meeting all required service level agreements. Proactively seeks out opportunities to improve processes and the members experience through use of lean methodology.
• Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
• Researches, reviews and analyzes errors and determines best course of action for a workable solution. Takes ownership of identifying and evaluating problems and analyzing customer inquiries to determine appropriate action.
• Conducts follow up calls to service issues and questions, de-escalating complex customer requests and providing outstanding care during resolution. Includes understanding topics that require insurance or securities license and registration and when and how to route those inquiries to the properly-registered representative.
• Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs. Requests additional information when necessary.
• Compiles management information such as contract and sold case activity as needed by internal management.
• Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies on topics that do not require insurance or securities licensing and registration. Collaborates and networks with outside business units to create innovative solutions for internal and external customers. Maintains appropriate records.Approves and processes business according to government regulations, contract provisions and internal procedures and controls.
• Conducts in good order reviews or other applicable requests for servicing Nationwide policies and customers for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs.
• Helps with research for written responses to Nationwide formal complaints.
• Participates in special projects as assigned. Collaborates with appropriate staff to design, document, and implement process improvements and best practices

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Operations Division Manager or Unit Manager.

Typical Skills and Experiences:

Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.

License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.

Experience: Four or more years of related work experience, including customer service experience, preferably with cross-functional business unit exposure. Customer service experience required.

Knowledge, Abilities and Skills: Knowledge of Nationwide's suite of financial products. Excellent verbal and written communications skills in order to manage relationships with internal and external customers. Strong analytical and problem resolution skills. Ability to research, analyze and solve problems, leveraging existing and innovative methodologies. Ability to understand, anticipate and proactively act on customer needs. Proven decision-making skills necessary for customer contacts. Ability to multi-task, independently manage work and establish priorities that conform to time, service and quality standards. Strong team-building and collaboration skills.

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resources Business Partner.

Values: Regularly and consistently demonstrates the Nationwide Values.

Job Conditions:

Overtime Eligibility: Non Exempt (Eligible)

Working Conditions: Normal office environment.

Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire the required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position.

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

Benefits

We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

NOTE TO EMPLOYMENT AGENCIES:

We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.

Analyst, Stop Loss Small Market Sales Team

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, "on your side" goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.

This position is with Stop Loss Small Market Sales Team and is responsible for handling basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner. Provides customers with product knowledge and resolves customers concerns. Utilize functional expertise and knowledge of the business to support, develop and lead new initiatives, and maximize growth and profitability of the business. Candidate must be proficient in Microsoft suite products.

This role is full-time and hybrid Monday - Friday. 8am to 5pm. Located onsite at the Schlitz Park location in Milwaukee, Wisconsin. Compensation Grade: D2 This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.

Job Description

Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you! As an Analyst, you'll provide prompt, efficient service for assigned product and/or service center internal and external customers. You will coordinate communication between contract holders, producers and internal Nationwide departments. We'll count on you to review forms and files submitted by members or partners to ensure accurate entry into record keeping systems.

Key Responsibilities:

• Prepares all materials to propose, sell and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information.
• Interprets plan provisions, product rules and guidelines to process requests in accordance with Plan and Legal requirements.
• Provides extraordinary care to our customers through workflow management and meeting all required service level agreements. Proactively seeks out opportunities to improve processes and the members experience through use of lean methodology.
• Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
• Researches, reviews and analyzes errors and determines best course of action for a workable solution. Takes ownership of identifying and evaluating problems and analyzing customer inquiries to determine appropriate action.
• Conducts follow up calls to service issues and questions, de-escalating complex customer requests and providing outstanding care during resolution. Includes understanding topics that require insurance or securities license and registration and when and how to route those inquiries to the properly-registered representative.
• Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs. Requests additional information when necessary.
• Compiles management information such as contract and sold case activity as needed by internal management.
• Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies on topics that do not require insurance or securities licensing and registration. Collaborates and networks with outside business units to create innovative solutions for internal and external customers. Maintains appropriate records. Approve and process business according to government regulations, contract provisions and internal procedures and controls.
• Conducts in good order reviews or other applicable requests for servicing Nationwide policies and customers for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs.
• Helps with research for written responses to Nationwide formal complaints.
• Participates in special projects as assigned. Collaborates with appropriate staff to design, document, and implement process improvements and best practices.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Operations Division Manager or Unit Manager.

Typical Skills and Experiences:

Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.

License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.

Experience: Four or more years of related work experience, including customer service experience, preferably with cross-functional business unit exposure. Customer service experience required.

Knowledge, Abilities and Skills: Knowledge of Nationwide's suite of financial products. Excellent verbal and written communications skills in order to manage relationships with internal and external customers. Strong analytical and problem resolution skills. Ability to research, analyze and solve problems, leveraging existing and innovative methodologies. Ability to understand, anticipate and proactively act on customer needs. Proven decision-making skills necessary for customer contacts. Ability to multi-task, independently manage work and establish priorities that conform to time, service and quality standards. Strong team-building and collaboration skills.

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resources Business Partner.

Values: Regularly and consistently demonstrates the Nationwide Values.

Job Conditions:

Overtime Eligibility: Non Exempt (Eligible)

Working Conditions: Normal office environment.

Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire the required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position.

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

Benefits:

We have an array of benefits to fit your needs, including medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.

Financial Services Representative

Repost Job Date: 3/6/2025 6:02:52 PM
Location: PORTLAND, OR, 97223
Salary: $55000.0 - $000.0/year
Experience: 1 Year(s)

Benefits:

• Base Salary plus Commission
• SIMPLE IRA retirement match up to 3%
• PTO: 3 weeks every year with unlimited carryover
• 2k raise to base salary every 4-6 months for meeting a high level of production
• Valuable experience
• Health insurance
• Training & development

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Kristin Staropoli - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES:

• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals
• Work leads, conduct appointments, identify customer needs, and market appropriate products and services.
Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses
• - if not, I can help you obtain these)
• Conduct financial reviews and recommend appropriate products.

QUALIFICATIONS:

• Bachelor's degree in finance, economics, accounting, or a related field preferred.
• Must be able to obtain relevant licenses.
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication & interpersonal skills.
• Successful track record of meeting sales goals/quotas preferred.
• FINRA Series 6, 63 and 65 licenses preferred.

If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.

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