Overview

• Facilitate clients applications and processing, ensuring all documentation is accurate and complete.
• Manage customer relationships by providing exceptional service and support throughout the financial process.
• Conduct fraud prevention and detection activities to safeguard company assets and customer information.
• Utilize company software for client account management.
• Maintain accurate records of transactions and ensure compliance with insurance regulations.
• Collaborate with team members to streamline processes and improve overall efficiency within the finance department.

Experience

• Experience in financial sales or customer relationship management is highly desirable.
• Familiarity with relationship management, and basic math principles is essential.
• Previous experience in the banking or financial services industry will be an advantage.
• Excellent communication skills combined with a strong customer service orientation are crucial for success in this position. Join us as we strive to provide outstanding financial solutions while fostering strong relationships with our clients!

Job Type: Part-time

Pay: $30,000.00 - $105,878.00 per year

Application Question(s):

• Must be eligible to work in the U.S.
• Ability to come into the office 1 to 2 days per week,

Ability to Commute:

• Beltsville, MD 20705 (Required)

Work Location: Hybrid remote in Beltsville, MD 20705