Client Services Specialist
Visual Matrix —Richardson, TX
- Mid-level
- Children
- Paid parental leave
- Health savings account
First Lonestar Bank Mortgage Loan Officer
FIRST LIBERTY BANK —Frisco, TX
- $65,000 - $200,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Account Executives
Visual Matrix —Richardson, TX
- Mid-level
- Children
- Contracts
- Paid parental leave
- Health savings account
Insurance Sales Advisor - Warm Leads
C1 Insurance Group —Dallas, TX
- From $48,000 a year
- Full-time
- No experience needed
- Office
- Organizational skills
- Paid training
- Paid holidays
Quick Apply
Mortgage Loan Originator
Cathay Bank —Plano, TX
- $43,888 - $58,900 a year
- Full-time
- Bilingual
- 5 years
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Software Architect Sr (Payments)
PNC Financial Services Group —Farmers Branch, TX
- Full-time
- 11+ years
- Office
- Master's degree
- Wellness program
- Health savings account
Software Engineer Principal
PNC Financial Services Group —Farmers Branch, TX
- $91,000 - $202,000 a year
- Full-time
- 5 years
- System design
- SQL
- Wellness program
- Health savings account
11d
Product Owner
Visual Matrix —Richardson, TX
- Mid-level
- 3 years
- Bachelor's degree
- Paid parental leave
- Health savings account
Onboarding Manager
Visual Matrix —Richardson, TX
- Computer Science
- Mid-level
- Bachelor's degree
- Paid parental leave
- Health savings account
Account Executive
Visual Matrix —Richardson, TX
- Mid-level
- Children
- Paid parental leave
- Health savings account
Sales Training Program – Reverse Mortgage Loan Officer
Mutual of Omaha Mortgage —Dallas, TX
- From $100,000 a year
- Full-time
- Entry level
- Paid holidays
- Health insurance
Quick Apply
Member Solutions Advisor
Credit Union of Texas —Allen, TX
- Spanish
- Computer literacy
- Basic math
Quick Apply
Collateral Analyst III
Origin Bank —Frisco, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
Technical Recruiter, Shared Services -Recruiting
ServiceLink —Plano, TX
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Health insurance
Software Engineers / Developers
Visual Matrix —Richardson, TX
- Mid-level
- Children
- Paid parental leave
- Health savings account
Sr. Mortgage Advisor
CommunityAmerica Credit Union —Frisco, TX
- Full-time
- Public speaking
- Mid-level
- High school diploma or GED
8d
Risk Management Advisor - Experienced
C1 Insurance Group —Dallas, TX
- $48,000 - $120,000 a year
- Full-time
- Customer service
- Mid-level
- Office
Quick Apply
AWM | Private Bank | Ultra High Net Worth Credit Underwriter, Associate | Dallas
Goldman Sachs —Dallas, TX
- Mid-level
- Office
- Residential
- Disability insurance
- Health insurance
AWM | Private Bank | Mortgage Transaction Manager | Associate - Dallas
Goldman Sachs —Dallas, TX
- Full-time
- Mid-level
- Office
- Residential
- Disability insurance
- Health insurance
Human Resources Business Partner (Employee Relations)
BSI Financial Services —Irving, TX
- 5 years
- Bachelor's degree
- Business Administration
- Paid holidays
- Disability insurance
Quick Apply

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mortgage advisor jobs near plano, tx

Client Services Specialist

Visual Matrix
Richardson, TX

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Job Details

Benefits

Paid parental leave
Health savings account
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Parental leave
Employee assistance program
Vision insurance
Employee discount
Pet insurance

Qualifications

Communication with suppliers
Customer training
Customer relationship building
Client onboarding
Implementing cloud migration projects
Mid-level
Managing clients in a customer support role
Technical solutions implementation
Cloud service support
Customer support ticket management
Vendor relationship management
Vendor communication
Managing projects
Technical training
Zoho
Account management
Adult education
Ticketing system technical support

Full Job Description

Our Benefits Set Us Apart

Insurance

Three outstanding medical plans provided by Aetna – company pays up to 85% of the premiums

- $500 deductible plan, $1500 deductible plan and High Deductible Health Plan
- Medical plans provided by Aetna include 24/7 Nurse Line and Teledoc with access to virtual appointments for physical and mental health providers
Dental and Vision insurance paid 100% by the company
$50,000 life and accidental death policy paid 100% by the Company
Pet Insurance
Legal Insurance
Multiple income protection benefits including:
- Short-term and Long-term disability
- Accident insurance
- Critical illness insurance
- Hospital indemnity

Tax Savings Plans

Health Savings Account for medical costs
Flexible Spending Account for medical costs
Dependent Care Spending Account for day care and adult care costs
Transportation Savings Account for public transportation costs
401k plan provided by Vanguard
- No waiting period – immediate eligibility
- 100% match for the first 3% deferred, 50% match for the next 2% deferred
- Make changes anytime
- Financial advisor available anytime to help you manage your investments

Work/Life Balance

Discretionary Time Off – DTO

- No waiting period – immediate eligibility
- Open-ended policy
- Take time off when you need it, for any reason

Fully Paid Parental Leave

- 12 weeks of paid leave -100% of your pay
- Birthing or non-birthing parents, adoptions, foster care placement

Remote Work Environment

- Work where you want
- Equipment for your home office provided

Wellness Offerings

Employee Assistant Plan (EAP) 100% paid by the Company
Services offered (but not limited to):

- Confidential Emotional Support (Anxiety, depression, stress, grief, life adjustments)
- Work-Life Solutions (finding child/elder care, hiring movers, planning events, pet care)
- Legal Guidance (divorce, adoption, family law, wills, trust)
- Financial Resources (retirement, taxes, mortgages, budgeting)
- Online Support (articles, podcasts, videos, slideshows, on demand training)
- Help for New Parents (preparing emotionally/financially, child care, going back to work)
- Free Online Will Preparation (specify your wishes, funeral/burial instructions, choose a guardian for your children)
- Empowerlinc wellness resources including UBalance with stress management coaching

Multiple resources through Aetna including:

Well-being assessments and personalized health report with recommended actions
Earn gift cards for completing well-being activities
LifeMart Discount program with savings from gyms to car rentals, gifts to groceries, electronics to entertain and more
Exclusive deals from brands you love
LifeBalance wellness benefits with discounts to Noom, burnalong, Happier, Mindfulness.com and BetterHelp

Visual Matrix is always looking for enthusiastic people passionate about driving results through collaboration and know-how in a positive and fun environment! Click here to get started.

Our Client Services Specialists are perfect roles for people who love solving problems with technology and managing multiple projects in a detail-oriented environment. Some key focuses are:

- Manage client relationships through the implementation process, ensuring the process is successful and smooth
- Educate clients on new features and direct them through the training process
- Assist clients with various technical tasks related to interfaces, cloud migrations, and implementations
- Communicate with vendors to solve problems for our clients
- Collaborate with multiple departments in solving complicated tickets
- Document all communication with client in Zoho Desk

Apply Now

Refine Your Search

mortgage advisor jobs in plano, tx

Client Services Specialist

First Lonestar Bank Mortgage Loan Officer

Account Executives

Insurance Sales Advisor - Warm Leads

Mortgage Loan Originator

Software Architect Sr (Payments)

Software Engineer Principal

Product Owner

Onboarding Manager

Account Executive

Sales Training Program – Reverse Mortgage Loan Officer

Member Solutions Advisor

Collateral Analyst III

Technical Recruiter, Shared Services -Recruiting

Software Engineers / Developers

Sr. Mortgage Advisor

Risk Management Advisor - Experienced

AWM | Private Bank | Ultra High Net Worth Credit Underwriter, Associate | Dallas

AWM | Private Bank | Mortgage Transaction Manager | Associate - Dallas

Human Resources Business Partner (Employee Relations)

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Our Benefits Set Us Apart

Insurance

Tax Savings Plans

Work/Life Balance

Wellness Offerings

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