Top 288 Senior mortgage specialist Jobs in Phoenix, Az

Senior Operations Specialist
LPL Financial —Tempe, AZ
- $17.23 - $28.72 an hour
- Full-time
- Microsoft Excel
- Research
- Mid-level
- Health insurance
- Paid time off
Quick Apply
4d
Senior Leasing Specialist (AZ)
Optima, Inc. —Scottsdale, AZ
- $24 - $28 an hour
- Full-time
- Office
- Residential
- High school diploma or GED
- Paid parental leave
- Paid holidays
6d
Senior Tax Expert – Retail
Intuit —Phoenix, AZ
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Senior Tax Professional – In-Store
Intuit —Phoenix, AZ
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Senior Tax Professional – In-Store
Intuit —Glendale, AZ
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Senior Tax Expert – Retail
Intuit —Scottsdale, AZ
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Senior Tax Expert – Retail
Intuit —Tempe, AZ
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Senior Tax Professional – In-Store
Intuit —Tempe, AZ
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Senior Tax Expert – Retail
Intuit —Paradise Valley, AZ
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Senior Tax Professional – In-Store
Intuit —Mesa, AZ
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Senior Fixed Income Specialist
Charles Schwab —Phoenix, AZ
- $28.85 - $44.71 an hour
- Hybrid work
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid parental leave
- Employee stock purchase plan
Senior Account Coordinator---Senior Clinical Field Specialist- CMA,RN, PC-bilingual -spanish
Sun Scientific —Phoenix, AZ
- From $65,000 a year
- Full-time
- Spanish
- Up to 50% travel
- 5 years
- Health insurance
- Dental insurance
Quick Apply
13d
Sr ISC Project Management Specialist - 30323_SV
BEPC Inc —Tempe, AZ
- $35.67 - $42.67 an hour
- Full-time
- Background check
- 7 years
- Inventory management
- Health insurance
- Dental insurance
Quick Apply
12d
Sr ISC Project Management Specialist - 30326_PC
BEPC Inc —Phoenix, AZ
- $42.67 - $45.67 an hour
- Contract
- Hybrid work
- 7 years
- Bachelor's degree
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
11d
Senior Workers’ Compensation Claims Specialist
Vensure Employer Solutions —Chandler, AZ
- $48,000 - $69,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Paid holidays
Quick Apply
3d
Sr Strategic Sourcing Specialist - 30102_P
BEPC Inc —Tempe, AZ
- $40 - $45 an hour
- Full-time
- Background check
- ERP systems
- Data analysis skills
- Health insurance
- Dental insurance
Quick Apply
Sr ISC Project Management Specialist - 30410_SV
BEPC Inc —Phoenix, AZ
- $32.67 - $42.67 an hour
- Full-time
- Hybrid work
- Background check
- 7 years
- Inventory management
- Health insurance
- Dental insurance
Quick Apply
2d
Senior Learning Specialist GME
Banner Health —Phoenix, AZ
- $33.69 - $56.15 an hour
- Full-time
- 3 years
- Education
- Psychology
Sr Financial Specialist
General Dynamics Mission Systems, Inc —Scottsdale, AZ
- $72,500 - $75,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Paid parental leave
- Health insurance
Sr. Procurement Specialist - 29924_G
BEPC Inc —Phoenix, AZ
- $48.00 - $50.40 an hour
- Contract
- Microsoft Excel
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply

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Senior Operations Specialist

LPL Financial -
Tempe, AZ

Quick Apply

Job Details

Full-time
$17.23 - $28.72 an hour
4 days ago

Benefits

Stock options
Health insurance
Paid time off
401(k) matching
Volunteer time off

Qualifications

Financial services customer support
Microsoft Excel
Industry knowledge of financial regulations
Financial services

Full Job Description

Where Ambition Meets Innovation:

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The Cash Management Retirement Senior Operations Specialist is responsible for complex escalations to ensures the policies and procedures regarding the movement of assets and securities in Retirement accounts are followed and can make decisions related to escalations while balancing risk tolerance. Additionally, this role is key to the training of new associates to ensure they are prepared to process move money request accurately and efficiently. This role requires a solid understanding of IRS regulations and rules related to Retirement move money transaction and the ability to educate.

Responsibilities:

Handles high level/complex escalations by understanding the request, taking appropriate action and providing rational to resolve while keeping management informed

Provide trend analysis on processing queues and escalating as appropriate

Ability to make decisions while weighing risk tolerance

Facilitate the training of new team members using multiple methods to include updated training guides, shadowing and on-going processing support

Identify opportunities for training gaps within the team to work towards a solution and resolve

Understanding of IRS rules and regulations related to contributions and distributions in Retirement Accounts

Problem solve and conduct research on advisor related questions and escalations using a variety of tools

Consistently research, review and update department procedures to ensure they are aligned with IRS regulations

Assist with quality assurance reviews

Review, prepare and process complex retirement move money request to include RMD, Removal of Excess, Recharacterizations and Qualified Retirement Plan transactions

Actively participate in user acceptance testing for enhancements to current systems/processes

Proactively educate internal business partners and advisors on products and processes including necessary updates to intranet and advisor facing resources

Identify opportunities for process improvement and take ownership of implementation

Work collaboratively and efficiently with others in a fast pace, evolving environment

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

1+ years of financial services experience
1+ years of customer service experience
Experience with Microsoft Suite

Core Competencies:

Verbal and written communication skills

Time-management skills

Attention to detail

Effective collaboration across departments

Decision-making skills

Preferences:

Data analysis skills

Experience with BETA, Documentum, Clientworks

MS Excel and Dynamics experience

Experience managing work queues, mailboxes, and doing research

Bachelor’s Degree

#LPL-PA

#LPL-H1

Pay Range:

$17.23-$28.72/hour

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EAC 5.19.26

Quick Apply

Refine Your Search

senior mortgage specialist jobs in phoenix, az

Senior Operations Specialist

Senior Leasing Specialist (AZ)

Senior Tax Expert – Retail

Senior Tax Professional – In-Store

Senior Tax Professional – In-Store

Senior Tax Expert – Retail

Senior Tax Expert – Retail

Senior Tax Professional – In-Store

Senior Tax Expert – Retail

Senior Tax Professional – In-Store

Senior Fixed Income Specialist

Senior Account Coordinator---Senior Clinical Field Specialist- CMA,RN, PC-bilingual -spanish

Sr ISC Project Management Specialist - 30323_SV

Sr ISC Project Management Specialist - 30326_PC

Senior Workers’ Compensation Claims Specialist

Sr Strategic Sourcing Specialist - 30102_P

Sr ISC Project Management Specialist - 30410_SV

Senior Learning Specialist GME

Sr Financial Specialist

Sr. Procurement Specialist - 29924_G

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