financial specialist

Green Origin Industry (FZC) LLC

Job Responsibilities<ul><li>Be responsible for the entire process of the company's tax-related work, familiar with local tax policies in Jordan, complete tax declaration, invoice management, tax planning and tax compliance review, avoid tax risks, and ensure compliance with Jordanian tax regulations.</li><li>Coordinate with local banks and relevant financial institutions in Amman to handle account management, fund receipt and payment, bank reconciliation, preparation and follow-up of financing documents, sorting and filing of bank documents, etc., to ensure the smooth and safe flow of the company's funds.</li><li>Be responsible for ICV (Industrial Value Added) related statistical work, accurately collect and sort out various operational and financial basic data of the company, compile, review and submit ICV reports as required, ensuring the data is true, accurate and timely.</li><li>Cooperate with the financial team to complete daily accounting processing, financial report preparation, financial data verification and other auxiliary work, and assist in coordinating inspections and communications with local relevant departments such as audit and tax.</li><li>Properly keep financial vouchers, documents, reports and related archives, establish a standardized file management system that meets local financial file management requirements.</li><li>Assist in the implementation of the company's financial system in Amman, timely feedback changes in local financial policies, and put forward reasonable financial optimization suggestions.</li></ul>Requirements<ul><li>College degree or above, major in Finance, Accounting, Taxation, Finance or related fields; Accounting Practicing Qualification Certificate or junior and above accounting title is preferred; familiarity with Jordanian financial regulations and tax policies is preferred.</li><li>1-3 years of relevant financial work experience; experience in financial work in Amman and familiarity with local bank operation processes are preferred; experience in ICV statistics is preferred.</li><li>Proficient in financial software (such as Yongyou, Kingdee or commonly used local financial systems) and Office software, with strong Excel function application ability, data processing and analysis capabilities.</li><li>Language Requirements: Proficient in Chinese and English (listening, speaking, reading and writing fluently), able to use English proficiently to handle financial documents and coordinate with banks and tax departments; proficiency in Arabic is preferred.</li><li>Serious and rigorous work attitude, strong sense of responsibility, good communication and coordination skills, execution ability and team spirit, able to complete various tasks efficiently and adapt to the local work rhythm in Amman.</li><li>Strong sense of principle and confidentiality, able to strictly abide by the company's financial management system and relevant local laws and regulations in Jordan, with no bad employment records.</li><li>Legally eligible to work in Amman, no need for the company to assist in handling work visas is preferred; able to accept normal local working hours and obey the company's work arrangements.</li><li>岗位职责</li></ul><ul><li>负责公司税务相关全流程工作，熟悉约旦当地税收政策，完成税务申报、发票管理、税务筹划及税务合规审核，规避税务风险，确保符合约旦税务法规要求。</li></ul><ul><li>对接安曼当地银行及相关金融机构，处理账户管理、资金收付、银行对账、融资资料准备与跟进、银行单据整理归档等业务，保障公司资金流转顺畅、安全。</li></ul><ul><li>负责ICV（工业增加值）相关统计工作，准确收集、整理公司各类经营及财务基础数据，按要求完成ICV报表的编制、审核与上报，确保数据真实、准确、及时。</li></ul><ul><li>配合财务团队完成日常账务处理、财务报表编制、财务数据核对等辅助工作，协助对接当地审计、税务等相关部门的检查与沟通工作。</li></ul><ul><li>妥善保管财务凭证、单据、报表及相关档案资料，建立规范的档案管理体系，符合当地财务档案管理要求。</li></ul><ul><li>协助完成公司财务制度在安曼地区的落地执行，及时反馈当地财务政策变动，提出合理的财务优化建议。</li></ul>任职要求<ul><li>大专及以上学历，财务、会计、税务、金融等相关专业，持有会计从业资格证、初级及以上会计职称者优先；熟悉约旦财务法规、税收政策者优先。</li></ul><ul><li>1-3年财务相关工作经验，有安曼当地财务工作经验、熟悉当地银行操作流程者优先，有ICV统计相关工作经验者优先。</li></ul><ul><li>熟练掌握财务软件（如用友、金蝶或当地常用财务系统）及Office办公软件，具备较强的Excel函数运用能力和数据处理、分析能力。</li></ul><ul><li>工作认真严谨、责任心强，具备良好的沟通协调能力、执行力和团队协作精神，能高效完成各项工作任务，适应安曼当地工作节奏。</li></ul><ul><li>原则性强，保密意识强，能严格遵守公司财务管理制度及约旦当地相关法律法规，无不良从业记录。</li></ul><ul><li>可合法在安曼工作，无需公司协助办理工作签证者优先；能接受当地正常工作作息，服从公司工作安排。</li></ul>Job Type: Full-timePay: RO500.000 - RO1,000.000 per monthWork Location: In person

Financial Specialist

CoreRecon

About CoreReconCoreRecon is a Texas-based cybersecurity and IT services company headquartered in Corpus Christi, serving commercial and government clients with 24/7 security operations, managed IT services, and compliance-focused solutions. We are growing fast and need an Office Manager &amp; Bookkeeping/Financial Specialist who can bring structure, organization, and fresh ideas to our day-to-day operations.Position OverviewThe Office Manager &amp; Bookkeeping/Financial Specialist will oversee the daily operation of the CoreRecon office and act as the central coordination point for administration, finance-related workflows, and executive support. This role is ideal for someone highly organized, proactive, and confident in implementing new processes to improve efficiency and scalability. A strong understanding of basic financial metrics (including EBITDA), QuickBooks, and spreadsheet balancing is required to support leadership with accurate and timely information. This is an on-site role in Corpus Christi, TX, and is not remote.Key Responsibilities<ul><li>Oversee daily office operations</li><li>Ensure the office is fully stocked, organized, secure, and functioning smoothly.</li><li>Manage vendor relationships, office supplies, mail, deliveries, and facility maintenance.</li><li>Drive process and workflow improvements</li><li>Review current administrative, financial, and communication processes and recommend improvements.</li><li>Implement new tools and workflows (checklists, dashboards, templates, automations) to increase efficiency and reduce errors.</li><li>Financial and bookkeeping support</li><li>Maintain and reconcile transactions in QuickBooks, including invoices, bills, expenses, and payments.</li><li>Assist with monthly closing activities, spreadsheet balancing, basic cash flow tracking, and financial reporting.</li><li>Support leadership with a high-level understanding of EBITDA and other key financial metrics by preparing summary reports and tracking trends.</li><li>Administrative and executive support</li><li>Manage calendars, meetings, travel arrangements, and company events as needed.</li><li>Prepare, organize, and maintain digital and physical records, contracts, and internal documentation.</li><li>Draft and refine internal forms, SOPs, and office policies to standardize operations.</li><li>HR and team coordination</li><li>Assist with onboarding new hires (paperwork, accounts, orientation scheduling).</li><li>Maintain employee files, track attendance/ PTO, and help coordinate performance review logistics.</li><li>Support company culture by organizing team meetings, training, and occasional staff events.</li><li>Support for bids and government work (preferred)</li><li>Assist in gathering documentation, formatting, and organizing materials for Federal/State bids and RFP responses.</li><li>Help maintain a library of standard company documents (capability statements, past performance, certifications) for use in proposals.</li></ul>QualificationsEducation &amp; Experience:<ul><li>Associate or Bachelor&rsquo;s degree in Accounting, Finance, or a related field (or equivalent experience).</li><li>3+ years of experience in office management, administrative management, or a similar operations/administrative role.</li><li>Strong working knowledge of QuickBooks for day-to-day bookkeeping tasks.</li><li>Strong knowledge in providing daily quotes to clients and potential new clients.</li><li>Proficiency with spreadsheet balancing and analysis (Excel or Google Sheets), including reconciliations, basic formulas, and building clear reports.</li><li>Familiarity with EBITDA and basic financial statements (income statement, balance sheet, cash flow) is sufficient to support leadership in understanding performance.</li><li>Proven track record of introducing and implementing new processes, workflows, or tools to improve efficiency and organization.</li><li>Excellent organizational, time management, and multitasking skills in a fast-paced, growing business.</li><li>Strong written and verbal communication skills with a professional, confident demeanor.</li><li>Proficiency with Microsoft 365 (Outlook, Word, Excel, Teams) or similar productivity suites.</li><li>Experience with Federal/State bids, RFPs, or government contracting is a strong plus but not required. (will provide commission and bonuses for winning contracts/bids.)</li></ul>Skills &amp; Competencies:<ul><li>Strong understanding of basic financial principles and statements.</li><li>Analytical mindset with high attention to detail.</li><li>Comfortable working with data in Excel.</li><li>Ability to balance multiple projects and meet deadlines.</li><li>Clear communication and a collaborative working style.</li></ul>What We Offer:<ul><li>Competitive pay based on experience and performance.</li><li>Full-time, on-site position in Corpus Christi, Texas (this is not a remote role).</li><li>Professional development opportunities and mentorship from experienced financial partners.</li><li>A chance to grow with one of Texas&rsquo; fast-emerging cybersecurity companies.</li><li>A dynamic and collaborative team culture focused on innovation and integrity.</li><li>Salary range can vary upwards with commissions and bonuses</li><li>Opportunity to grow with a scaling cybersecurity company and shape the backbone of office operations.</li></ul>Pay: $48,093.79 - $125,000.00 per yearBenefits:<ul><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Paid time off</li><li>Parental leave</li><li>Vision insurance</li></ul>Work Location: In person

Office Manager & Bookkeeping/Financial Specialist

PacifiCorp

<div><div><div><h2 class="jobSectionHeader">Power Your Greatness</h2></div><div>
PacifiCorp is seeking customer-centric candidates to grow and sustain our commitment to a culture of customer service excellence, environmental sustainability, inclusion and belonging.</div></div><div><div><h2 class="jobSectionHeader">
General Purpose</h2></div><div><div>
Step into a role where your analytical skills fuel smarter business outcomes. From building financial models to evaluating forecasts and budgets, you&rsquo;ll research data, explore alternatives, and deliver insights that help leaders make sound, strategic decisions.</div></div></div><div><div><h2 class="jobSectionHeader">
Responsibilities</h2></div><div><ul><li>
Support the annual business planning process by coordinating with business partners, validating inputs, and consolidating submissions for leadership review.</li><li>
Build and maintain driver-based financial models (income statement, balance sheet, and cash flow) to support forecasts and the business plan.</li><li>
Prepare and submit monthly forecasts, including assumption documentation, driver updates, and variance explanations versus prior forecast, plan, and actuals.</li><li>
Develop forecast and plan reporting that highlights key drivers, risks, and opportunities; communicate results and recommended actions to stakeholders.</li><li>
Maintain forecast and plan support files (assumptions, drivers, reconciliations, and data sources) to ensure transparency and auditability.</li><li>
Improve FP&amp;A forecasting and planning processes (calendar, templates, and data validation) to increase consistency, accuracy, and timeliness.</li><li>
Perform ad hoc scenario and sensitivity analysis to support leadership decisions; summarize impacts and recommendations in clear, concise deliverables.</li></ul></div></div><div><div><h2 class="jobSectionHeader">
Requirements</h2></div><div><ul><li>
Bachelor&rsquo;s degree in accounting or a related field; or the equivalent combination of education and experience.</li><li>
A minimum of five years&rsquo; experience in accounting, finance or a related field.</li><li>
Ability to analyze complex transactions, their accounting treatment and financial statement implications.</li><li>
A strong working knowledge of Generally Accepted Accounting Principles (GAAP).</li><li>
Experience in financial statement preparation and analysis.</li><li>
Strong communication and interpersonal skills include the ability to establish trust, maintain confidence, and understand social behavior and interactions.</li><li>
Ability to listen and communicate effectively through oral and written means.</li><li>
Proficient with the use of personal computers to gather, analyze, and summarize data. 
</li></ul></div></div><div><div><h2 class="jobSectionHeader">
Preferences</h2></div><div><ul><li>
Advanced degree and/or CPA designation.</li><li>
General understanding of utility economics and accounting Experience in accounting information systems.</li><li>
Experience in SAP Financial Systems modules. 
</li></ul></div></div><div><div><h2 class="jobSectionHeader">
Additional Information</h2></div><div>
Req Id: 114567 
Company Code: #PM25 
Primary Location: PORTLAND, OR
 
Department: Performance Reporting 
Schedule: Full Time, 100% onsite 
Hiring Range: $88,800 - $122,100 
This position is eligible for an annual discretionary performance incentive bonus of up to 12.00% of salary. 
BENEFITS: 
At PacifiCorp, we understand that living a healthy lifestyle isn&rsquo;t just about your physical health &mdash; your mental, financial, and social wellbeing also play an important role. That&rsquo;s why we offer a wide range of benefits designed to help you live a more balanced lifestyle 
Our Benefits include:<ul><li>
Medical, dental, and vision insurance</li><li>
401k with match fixed contributions, including a Roth and saving option. For union employees, matching contributions vary by union. For nonunion, PacifiCorp makes a fixed contribution equal to 4% of your eligible pay each year for new hires. In addition, PacifiCorp matches 100% of the first 6% you contribute.</li><li>
Life insurance</li><li>
Additional voluntary benefits, including pet insurance</li><li>
Tuition Assistance</li><li>
Mass Transit Pass for employees in our Portland and Salt Lake City Offices.</li></ul> 
Work Life Balance:<ul><li>
Generous Paid Time Off (PTO) - Time off varies by employee type (Union or Non-Union)</li><li>
Paid short-term disability leave and long-term disability insurance</li></ul><ul><li>
Paid Parental Leave</li><li>
Paid Bereavement Leave</li><li>
Employee Assistance Program supporting mental and emotional wellbeing</li></ul> 
For more information, please visit: https://careers.pacificorp.com/content/New-Benefits-Page/?locale=en_US 
Employees must be able to perform the essential functions of the position with or without accommodation. 
PacifiCorp is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or religious creed, age, national origin, ancestry, citizenship status (except as required by law), gender (including gender identity and expression), sex (including pregnancy), sexual orientation, genetic information, physical or mental disability, medical condition, veteran or military status, familial or parental status, marital status or any other category protected by applicable local, state or U.S. federal law. 
Unless otherwise required by law, all offers of employment are contingent upon the successful completion of a background check and drug screening including for marijuana. While marijuana is legal in several states, including Oregon, a positive test for positions in Oregon may disqualify a candidate. The company complies with the laws of Washington and California and only obtains and considers positive tests for marijuana in safety-sensitive positions or those covered by U.S. Department of Transportation regulations.</div></div></div>

Financial Accounting Specialist

geidea

<div>
 
 Established in 2008,
 
 Geidea
 
 epitomizes customer focused empowerment and commercial success through continuous innovation.
 
 Geidea
 
 makes best in class digital payment solutions available for all by attracting and leveraging the best creative &amp; entrepreneurial talent in the market.
 
 
 
 
 
 Our solutions give any business the chance to get ahead and reach for more no matter their size or maturity. Our technology mirrors our people - Smart, Innovative &amp; Forward Thinking:
 
 
 www.geidea.net
 
 
 
 
 
 
 
 To maintain competitive advantage as we grow, we are currently looking for a new
 
 Financial Operations Specialist:
 
 
 
 
 
 
 
 Key accountabilities and decision ownership:
 
 
 <ul>
 <li>
 Conduct investigations, review, and analyze chargeback cases to determine their validity and merit.
 </li>
 <li>
 Ensure to respond to all dispute cases within specified timeframes.
 </li>
 <li>
 Excellent knowledge of the chargeback process and scheme rules &amp; guidelines.
 </li>
 <li>
 Maintain accurate records of chargeback cases and ensure that no missed cases to avoid financial losses.
 </li>
 <li>
 Ensure compliance with payment processing guidelines and legal requirements.
 </li>
 <li>
 Maintain accurate chargeback reconciliation file to determine the pending recovery cases and the flow of chargeback fund.
 </li>
 <li>
 Ensure to recover the chargeback losses from merchant within time.
 </li>
 <li>
 Communicate with customers, banks (local &amp; international) schemes, and other parties involved to resolve chargeback.
 </li>
 <li>
 Manage customer queries relating to chargebacks.
 </li>
 <li>
 Conduct daily, weekly, and monthly analysis on claims, complaints, and chargebacks activities.
 </li>
 <li>
 Communicate all relevant stakeholders for all related issues.
 </li>
 </ul>
 
 
 
 
 
 Must Have Technical / Professional Qualifications:
 
 
 
 
 
 <ul>
 <li>
 Minimum
 
 3+ years of experience
 
 in chargebacks, financial operations, or a similar analytical role.
 </li>
 <li>
 Prior experience in
 
 SaaS or FinTech
 
 industries is considered a strong advantage.
 </li>
 <li>
 Bachelor&rsquo;s degree in
 
 Finance, Accounting, Business Administration
 
 , or a related field (a diploma or equivalent qualification in a numerate/analytical discipline may also be considered).
 </li>
 <li>
 Solid understanding of the
 
 Financial Services/FinTech sector
 
 .
 </li>
 <li>
 Strong
 
 analytical and problem-solving skills
 
 with high attention to detail.
 </li>
 <li>
 Proficiency in
 
 Microsoft Excel
 
 and reporting tools; experience with
 
 dashboards
 
 is a plus.
 </li>
 <li>
 Familiarity with
 
 financial systems, reconciliation tools, or payment gateways
 
 is an advantage.
 </li>
 <li>
 Experience using
 
 support ticketing systems
 
 is a plus.
 </li>
 <li>
 Excellent
 
 computer skills
 
 .
 </li>
 <li>
 
 Fluent in English
 
 with
 
 native-level Arabic
 
 proficiency.
 </li>
 </ul>
 
 
 
 
 Join our dynamic team as a
 
 Financial Operations Specialist
 
 and contribute to our FinTech mission of releasing cutting-edge financial products into the market. Apply your project management skills, collaborate with cross-functional teams, and shape the future of the payments industry.
 
 
 
 
 
 
 Our values
 
 guide how we think and act - They describe what we care about the most.
 
 
 
 
 
 
 Customer first
 
 - It&rsquo;s embedded in our design thinking and customer service approach.
 
 
 
 Open
 
 - Openness allows us to constantly improve and evolve.
 
 
 
 Real
 
 - No jargon and no excuses!
 
 
 
 Bold
 
 - Constantly challenging ourselves and our way of thinking.
 
 
 
 Resilient
 
 &ndash; If we fail, we bounce back stronger than before
 
 
 
 Collaborative
 
 - We know that we can achieve a lot more as a team.
 
 
 
 
 
 We are changing lives by constantly striving for a better solution.
 
</div>

Financial Operations Specialist

Community Health of South Florida

POSITION PURPOSE: 
 
The purpose of the Patient Financial Services Specialist is to ensure that the Billing and Encounter Forms are processed correctly. Coordination of work from the patient care areas, maintaining the work flow of documents to and from Data Processing. 
 
POSITION REQUIREMENTS / QUALIFICATIONS: 
 
Education/Experience:
 
A minimum of High School Diploma or GED Equivalent. ICD 9 Coding experience preferred. Experience with Patient Services. Must have knowledge of Medicaid / Medicare Insurance, collection and setup. 
 
Licensure / Certification:
 
Maintain current CPR certification from the American Heart Association. 
 
Skills / Ability:
 
Ability to work as a team member. Must have clerical skills, ability to type 20 - 30 wpm and have interviewing skills. Must have knowledge of math, operation of calculator; telephone etiquette, human relation skills and organizational skills. Must be computer literate. Ability to demonstrate effective oral and written communication skills. 
 
POSITION RESPONSIBILITIES (THIS IS A NON-EXEMPT POSITION) 
 
Register new client on Intergy as per guidelines issued by Community Health of So. Florida. 
 
Researches files for previous enrollment in CHI computer system before creating a new medical record number. 
 
Re-new or update existing clients profiles as per guidelines issued by Community Health of South Florida. 
 
Performs financial screening on active clients who have requested services from Community Health of South Florida, Inc. 
 
Attempt collection o Completes assigned task in a timely manner.f past due debts as clients request services from CHI. 
 
Check-in clients for needed medical services. 
 
Check-out clients upon receiving medical services. 
 
Process of patient payments. 
 
Review and balance out daily batches. 
 
Submit daily journal to assigned supervisor. 
 
Submit cash and copies of daily batches to the Accounting Department for deposit. 
 
Complete statistical data and submit daily. 
 
Reviews Quality Care Guidelines/Patient Reminder print-out to identify overdue items e.g. Advance Directives, Learning Needs Assessment, Depression Screening, etc. 
 
Identifies patients who have not executed an Advance Directive and provide them with the Advance Directive form to read. 
 
Identifies patients who need a Learning Needs Assessment and gives them the form to complete. 
 
Identifies patients due for Depression Screening and provide them with a PHQ-9 form in the appropriate language to complete. 
 
Gives all new patients a New Patient History form to complete before Nursing Staff calls the patient. 
 
Attaches a completed new patient lab request form to the encounter form of every new patient. 
 
Consistently informs patients that their Provider wants them to read or complete the appropriate forms or education material while waiting to see the Provider. 
 
Verifies Medicare, Medicaid and all other insurance carriers. 
 
Performs daily balance closing and ensures that all procedures and payments are posted accurately. 
 
Performs cashier duties, collect patient funds for services and enters data into computer for payment received. 
 
Train new employees on all functions of Patient Services (i.e. registration, cashiering, posting of B&amp;E&rsquo;s and Payments). 
 
Use appropriate and correct telephone etiquette at all times. 
 
Participates in Continuing Educational In-services and Performance Improvement Activities. 
 
Reports to work on time and ready to work with minimal absenteeism. 
 
Completes &amp; Post all B&amp;E (billing and encounter) forms within the same of service. 
 
Adheres to the Confidentiality Policies and Procedures / HIPAA Regulations. 
 
Performs other duties as assigned, including variable shifts if needed.

PATIENT FINANCIAL SERVICES SPECIALIST

Guidehouse

<div>Job Family:
Operational Effectiveness 
Travel Required:
Up to 10% 
Clearance Required:
Active Top Secret SCI with Polygraph
What You Will Do:<ul><li>
Engage across organizational boundaries, both inside and outside of organizations, to support the building of a disciplined mission program by tightly managing resource allocation and investment across complex funding streams and financial needs</li><li>
Leverage insights into mission operations and apply financial and resource management expertise to improve mission outcomes</li><li>
Build and consistently improve working relationships between peers and organizations by enhancing business processes and resource management workflows</li><li>
Enhance program management rigor and overall program integration through resource management best practices</li><li>
Navigate high-visibility and high-pressure situations to achieve joint outcomes at the speed of mission, ensuring that financial portfolios are consistently managed and providing real-time insights to decisionmakers</li><li>
Drive a deepened, productive partnership between organizations by creating relationships and creating and sustaining program momentum against mission challenges and mutually beneficial outcomes</li></ul> 
What You Will Need:<ul><li>
An ACTIVE and MAINTAINED TS/SCI Federal or DoD security clearance with a FULL SCOPE (FS) polygraph</li><li>
Bachelor's Degree; FOUR (4) years of additional financial management experience in lieu of Bachelor's degree</li><li>
SIX (6)+ years' of mission support with financial management experience operating in the intelligence, defense, and/or national security fields</li></ul>
What Would Be Nice To Have:<ul><li>
Demonstrated expertise in connecting development efforts with mission requirements</li><li>
Multiple years of experience with federal resource and financial management systems</li><li>
A polished and professional communications style</li><li>
Demonstrated track record of building close professional relationships, especially between organizations</li><li>
Masters degree in a relevant field</li></ul> 
What We Offer:
Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.
Benefits include:<ul><li>
Medical, Rx, Dental &amp; Vision Insurance</li><li>
Personal and Family Sick Time &amp; Company Paid Holidays</li><li>
Position may be eligible for a discretionary variable incentive bonus</li><li>
Parental Leave and Adoption Assistance</li><li>
401(k) Retirement Plan</li><li>
Basic Life &amp; Supplemental Life</li><li>
Health Savings Account, Dental/Vision &amp; Dependent Care Flexible Spending Accounts</li><li>
Short-Term &amp; Long-Term Disability</li><li>
Student Loan PayDown</li><li>
Tuition Reimbursement, Personal Development &amp; Learning Opportunities</li><li>
Skills Development &amp; Certifications</li><li>
Employee Referral Program</li><li>
Corporate Sponsored Events &amp; Community Outreach</li><li>
Emergency Back-Up Childcare Program</li><li>
Mobility Stipend</li></ul>
About Guidehouse
Guidehouse is an Equal Opportunity Employer&ndash;Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation.
Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.
If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.
All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or guidehouse@myworkday.com. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process.
If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse&rsquo;s Ethics Hotline. If you want to check the validity of correspondence you have received, please contact recruiting@guidehouse.com. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant&rsquo;s dealings with unauthorized third parties.
Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.</div>

Financial Management Specialist

Service 1st Federal Credit Union

<div><ul><li>40 Hours Per Week</li><li>
Monday through Saturday availability required</li><li>
Work Location - Williamsport, PA</li></ul> 

Role: Serve as liaison between the Credit Union and its members within a branch retail sales environment. Responsible for greeting members, performing routine account transactions, providing account information, opening new accounts, performing lending services and handling Credit Union members' needs in a professional manner.
Essential Functions &amp; Responsibilities:<ul><li>
25% - Perform routine member transactions, including but not limited to deposits, loan and VISA payments, transfers, and ordering members' checks.</li><li>
25% - Interview, examine and process loan applications.</li><li>
20% - Open new accounts and service existing accounts. Provide members with all necessary account information.</li><li>
15% - Explains services to members and potential members to generate additional business and to promote positive public relations.</li><li>
5% - Resolves account related concerns with members.</li><li>
5% - Maintain office files as necessary.</li><li>
5% - Performs other job related duties as assigned.</li></ul>
Performance Measurements:<ul><li>
Represent the Credit Union to its members in a courteous and professional manner while providing prompt, efficient and accurate services.</li><li>
Receive and announce visitors and guests to the credit union.</li><li>
Fulfill the stated financial needs of members and uncover the unstated financial needs of members using &ldquo;Sales Strategies&rdquo; training skills in order to recommend various deposit, loan and convenience services appropriate for each individual member.</li><li>
Determine member needs by asking questions, promote and cross-sell services offered by the Credit Union based on members&rsquo; needs.</li><li>
Operate on-line computer terminal to access member account information.</li><li>
Perform routine member transactions, including but not limited to deposits, loan and VISA payments, transfers, and ordering members' checks.</li><li>
Perform routine tasks including but not limited to verifying and balancing cash drawers and assisting in verifying cash shipments and orders.</li><li>
Assists with servicing the coin machine and servicing and balancing the ATM as needed.</li><li>
Provide in-person and by telephone general and specific service-related information.</li><li>
Open new accounts and service existing accounts. Provide members with all necessary account information.</li><li>
Perform functions relating to loan services, to include providing information about the services, interviewing applicants, determining collateral needs and payment plans, reviewing, processing and closing loan applications.</li><li>
Prepare all loan documents, schedule appointments, disburse funds, and mail notices following federal and Credit Union laws, regulations and policies.</li><li>
Answer questions and provide information on first and second mortgages. Assist members with application process to ensure completeness. Process mortgage applications and follow through to closing.</li><li>
Assist members in balancing their accounts. Research accounts for deposit, withdrawal, and loan payment discrepancies.</li><li>
Provide members with account status, including current balances and loan pay-offs.</li><li>
Conduct orientation to explain services and programs to new credit union members.</li><li>
Establish and change direct deposit and payroll deductions.</li><li>
Make changes to account information as requested by member, to include name change, address change, adding/deleting names on joint accounts.</li><li>
Maintain office files as necessary.</li><li>
Perform back office data entry work.</li><li>
Assist with loan documentation and collection duties as needed.</li><li>
Participate in training and professional development activities to acquire and maintain standards established by the credit union. This could include attending conferences, seminars and workshops as directed by management.</li><li>
Maintain eligibility and continuing education requirements necessary to obtain and maintain various licenses required to sell insurance and/or underwrite loans</li><li>
Becomes familiar with and abides by policies, procedures and guidelines set forth by the credit union, e.g. Security; Bank Secrecy Act; Identity Theft and Red Flags; Cash Over/Short Guidelines; Check Cashing and Holds; Confidentiality; etc.</li><li>
Maintain a current understanding of lending regulations and comply with policies and regulations including, but not limited to, Bank Secrecy Act, Truth in Lending, Fair Lending, RESPA, HMDA, FCRA and the SAFE Act.</li></ul>
Knowledge, Skills and Abilities:
Experience<ul><li>
Three to five years of similar or related experience in a credit union or banking environment.</li><li>
Prior consumer lending experience preferred.</li></ul>
Education<ul><li>
A high school education or GED.</li></ul>
Interpersonal Skills<ul><li>
Requires well-developed interpersonal skills for communicating with members.</li><li>
Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.</li></ul>
Other Skills<ul><li>
Requires intermediate mathematical skills (calculations and concepts involving decimals, percentages, fractions, etc.)</li></ul>
Work Environment
<ul><li><ul><li>Not substantially exposed to adverse environmental conditions.</li><li>State of Pennsylvania residency required.</li></ul></li></ul> 
Service 1st Federal Credit Union provides equal opportunity without regard to sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected veteran status, or any other characteristic protected by applicable law in employment and in our business activities.
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Financial Service Specialist I

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